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Retail Suppliers Allege Utilities' Proposed Comparison Of Supplier, Utility Costs Presumes Interpretation Of Statute, PSC Guidance Needed First

September 10, 2026

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Copyright 2026 EnergyChoiceMatters.com
Reporting by Paul Ring • ring@energychoicematters.com

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The New York Retail Choice Coalition (NYRCC) alleged that the joint New York utilities' proposal to implement a newly required side-by-side bill comparison of ESCO and utility costs on utility consolidated bills presumes one interpretation of the statute which must first be resolved through a PSC rulemaking

As previously reported, the new law requires that: (1) the "billing party" provide residential and small commercial customers with billing statements which include a side-by-side comparison of prices charged by ESCOs versus the "price" the customer would have paid had the customer been on default service, and (2) ESCOs provide an annual statement to the customer comparing the ESCO’s prices with the utility’s over the prior 12-month period.

See background here

In a proposal to implement the new law for UCB, the utilities would not include, in the information provided to customers on the bill, an itemized list of ESCOs' energy-related value-added products (ERVAs) and associated ERVA charges, since ERVAs are not billed under UCB

NYRCC says that the statute requires the first page of an ESCO billing statement, whether delivered by the ESCO directly, “by a utility corporation”, or through another method, to include the side-by-side comparison and, separately, “an itemized list of prices charged by the ESCO for any energy-related value-added products” provided during the billing period.

NYRCC said that the fact that a utility does not itself charge for an ERVA does not answer what information must appear on an ESCO billing statement that is delivered through the utility.

"Indeed, the statutory text expressly contemplates ESCO billing statements delivered 'by a utility corporation' and requires '[s]uch statement' to include the ERVAs itemization," NYRCC said

The utilities' interpretation of their obligation with respect to ERVAs, compared to statutory language, demonstrates why a rulemaking is needed to implement the new law, NYRCC said. A rulemaking has also been proposed by Family Energy, as previously reported

NYRCC said, "The Commission must determine, at minimum, what products fall within the statutory category of ERVAs, how the ERVAs disclosure is to be provided for utility-consolidated-billing customers if existing utility billing arrangements prohibit ERVAs charges from appearing on the utility bill; whether additional information must be transmitted by the ESCO to the utility for presentation; whether a separate ESCO communication can satisfy the statutory first-page requirement; and what changes, if any, are necessary to the UBP, billing agreements, or electronic-data processes."

As previously reported by ECM (details here), the utilities are permitted by law to recover implementation costs from ESCOs, and the utilities propose to do so through a per-customer charge to ESCOs based on the number of mass market customers served by an ESCO (the required comparisons apply to only residential and small non-residential customers)

NYRCC said that properly identifying and numbering an ESCO's small non-residential customers, which would be used to set the ESCO's payment to the utility, requires PSC adjudication, with NYRCC raising questions on how to define a "customer", with issues including: a single customer with multiple meters, customers with separately metered locations, master commercial agreements, incidental properties, gas accounts governed by annual usage thresholds rather than service classification alone, etc

Among other things, NYRCC said that a process must be created to allow ESCOs to challenge a utility's classification of a customer which would be used for cost assignment

NYRCC also expressed concerns with the cost comparison generally, citing the difficult history in establishing merchant function charges and a utility supply rate

The history of setting MFCs, "support a narrow but important point: there is no single market-observed 'utility supply rate' divorced from ratemaking methodology. The utility-side commodity amount depends on regulatory judgments about which costs belong in the merchant function, how those costs are allocated, and how actual and forecast costs are reconciled," NYRCC said

Even after the retail market reset order, NYRCC observed that, "utility rate cases did not involve a reexamination of utility supply-rate methodology that the new statutory comparison now warrants."

NYRCC said, "The Commission and DPS Staff have recognized that utility supply rates can include prior-period adjustments, reconciliations, and other timing-related components that may materially affect the price shown in a particular month. Those concerns were addressed, if at all, in the context of annual or trailing-period comparisons, where distortions may net out over time. GBL § 349-d now requires a billing-period comparison presented directly to customers, making it necessary for the Commission to address how these known timing and adjustment issues will be handled before monthly utility-generated values are used for the side-by-side comparison".

In separate comments, the Retail Energy Supply Association expressed concern with, among other things, the specific implementation costs utilities intend to assign to ESCOs.

RESA said, "RESA members are concerned that some of the Joint Utilities require system upgrades to make determinations as to which ESCO customers are mass market, and which are not. ESCOs have had this responsibility for at least a decade. In addition, recent legislation predating these amendments to GBL § 349-d required the utilities to identify small non-residential customers using virtually identical definitions to those used by ESCOs, and to have historical customer information readily available. Respectfully, costs that do not originate from the implementation of GBL §§ 349-d(9) and (10) should not be passed through to ESCOs."

RESA requested that the PSC stay the Joint Utilities from undertaking efforts to implement GBL §§ 349-d(9)-(10) until the utilities' request for cost recovery can be reviewed

While it appeared to ECM, from the utilities' proposal, that cost assignment to ESCOs would rely only on the number of mass market customers served by an ESCO, RESA stressed that RESA opposes an allocation of costs based on the number of an ESCO's total customers, and said that the allocation should be based on the ESCO's number of mass market customers as of the effective date of GBL §§ 349-d(9)-(10)

Cases 98-M-1343, 15-M-0127, et al.

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