OCC-26-181 Enbridge Rate of Return Expert

Location: Ohio
Posted: Jan 11, 2026
Due: Jan 27, 2026
Agency: State Government of Ohio
Type of Government: State & Local
Category:
  • D - Automatic Data Processing and Telecommunication Services
Solicitation No: SRC0000036276
Publication URL: To access bid details, please log in.
Solicitation ID: SRC0000036276
Solicitation Name: OCC-26-181 Enbridge Rate of Return Expert
Original Begin Date: 1/9/2026 12:00:00 AM
Begin Date: 1/9/2026 12:00:00 AM
End Date: 1/27/2026 12:00:00 PM
Inquiry End Date: 1/23/2026 8:00:00 AM
Commodity: Business and corporate management consultation services
MBE Set Aside: MBE Set Aside
Agency: OCC Office of Consumers' Counsel CPSQ7
Solicitation Status: Open for Bidding
Solicitation Type: Request For Proposal (RFP) (Double Envelope)

Solicitation General Information
In an MBE set-aside solicitation, only those bidders/suppliers with an active MBE certification at the time the solicitation closes can submit a response
Solicitation ID
SRC0000036276
Solicitation Name
OCC-26-181 Enbridge Rate of Return Expert
RFx Type
Request For Proposal (RFP) (Double Envelope)
Lot #
1
Solicitation Status
Open for Bidding
Round #
1
MBE Set Aside
Begin Date
1/9/2026 12:00:00 AM (ET)
Amendment?
End Date
1/27/2026 12:00:00 PM (ET)
Inquiry End Date
1/23/2026 8:00:00 AM
Summary

This is a RFP issued by the Office of the Ohio Consumers’ Counsel (“OCC”) to solicit proposals from qualified Independent Contractors for technical assistance to determine the appropriate rate of return, in The East Ohio Gas Company d/b/a Enbridge Gas Ohio  (“Enbridge” or “Utility”) distribution rate and alternative regulations cases (Case No.: 25-1097-GA-AIR, 25-1098-GA-ALT, 25-1099-GA-AAM, and 25-1100-GA-ATA).

Predecessor Contract
Process
Ship To
Contracting Entity
OCC Office of Consumers' Counsel CPSQ7
1 Record(s)
0 Record(s)
Solicitation Documents
Keywords
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Title Type Att. Validity End Date Validity End Date
OCC-26-181 Enbridge Rate of Return Expert RFx Commercial Documents (Approved)
1 Record(s)

Attachment Preview

Request for Proposal
RFP Number: OCC-26-181
Date Issued:
January 09, 2026
Issued by
Office of the Ohio Consumers’ Counsel (OCC)
65 E. State St., Suite 700
Columbus, Ohio 43215
www.occ.ohio.gov
The OCC is requesting Proposals for:
The East Ohio Gas Company d/b/a Enbridge Gas Ohio
Utility Rate of Return Expert
PUCO Case No.: 25-1097-GA-AIR, 25-1098-GA-ALT,
25-1099-GA-AAM, and 25-1100-GA-ATA
RFP Issued:
Inquiry Period Begins:
Inquiry Period Ends:
Proposal Due Date:
January 9, 2026
January 9, 2026
January 23, 2026 8:00 AM EST
January 27, 2026 12:00 PM EST
REQUEST FOR PROPOSAL
TABLE OF CONTENTS
Part
Page
Part One: Executive Summary
3
Part Two: General Instructions
4
Part Three: Scope of Work and Deliverables
7
Part Four: Proposal Requirements
9
Part Five: Evaluation of Proposals & Contract Award
11
Part Six: Evaluation Criteria
13
Attachments
Attachment One:
Attachment Two:
Forms:
Cost Summary Sheet
Offeror Profile Summary
Affirmation & Disclosure Form: Executive Order 2022-02D
Sample Service Contract & Exhibit A: Standard Terms and Conditions
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Rev. 8/2025 cb OCC-26-181 Enbridge Rate of Return Expert
Page 2 of 32
PART ONE: EXECUTIVE SUMMARY
Introduction. This is a Request for Proposals (RFP) under Section 125.071 of the Ohio Revised Code (ORC)
and Section 123:5-1-08 of the Ohio Administrative Code (OAC). The Ohio Consumers’ Counsel (OCC) is
soliciting competitive sealed proposals (Proposals) for Utility Rate of Return Expert. If a suitable offer is made
in response to this RFP, the OCC may enter into a contract (Contract) to have the selected Offeror (the
Contractor) perform all or part of the Project. This RFP provides details on what is required to submit a Proposal,
how OCC will evaluate the Proposals, and what will be required of the Contractor in performing the work.
Background. The OCC plays an integral part in Ohio's government and economy by fulfilling its role as the
advocate agency for residential utility consumers. Established in 1976, the OCC’s services for Ohio consumers
include advocacy on their behalf on issues involving the affordability and quality of their utility services. OCC
also provides education for consumers regarding their utility services.
The law governing the agency's activities is contained in Chapter 4911 of the Ohio Revised Code.
OCC’s Mission: The Ohio Consumers’ Counsel advocates and educates to secure for Ohioans affordable,
reliable and equitable residential utility services that are essential to their well-being.
OCC’s Vision: To be an independent voice of Ohio residential consumers, including at-risk communities, for
achieving justice, equity and regulatory reform regarding their utility services.
Purpose. This is a RFP issued by the Office of the Ohio Consumers’ Counsel (“OCC”) to solicit proposals from
qualified Independent Contractors for technical assistance to determine the appropriate rate of return, in The
East Ohio Gas Company d/b/a Enbridge Gas Ohio (“Enbridge” or “Utility”) distribution rate and alternative
regulations cases (Case No.: 25-1097-GA-AIR, 25-1098-GA-ALT, 25-1099-GA-AAM, and 25-1100-GA-ATA).
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Rev. 8/2025 cb OCC-26-181 Enbridge Rate of Return Expert
Page 3 of 32
PART TWO: GENERAL INSTRUCTIONS
Calendar of Events. The schedule for this RFP and the work to be addressed is given below. The OCC
reserves the right to change this schedule as needed.
Firm Dates.
RFP Issued:
Inquiry Period Begins:
Inquiry Period Ends:
Proposal Due Date:
Estimated Contract Award Date:
Contract End Date:
Estimated Budget:
January 9, 2026
January 9, 2026
January 23, 2026; 8:00 AM EST
January 27, 2026; 12:00 PM EST
February 15, 2026
June 30, 2026
$35,000
Failure to meet a deadline in the submission or evaluation phases or any objection to the dates for the
performance in the Proposal phase may result in the OCC not considering the Proposal from the Offeror.
Contract Period. The term of this contract will be from the award date through June 30, 2026. Based on the
States fiscal year closing in June, at the sole discretion of the OCC, the State projects to extend all or part
of this Contract with an optional one-year term through June 30, 2027.
Contact. The following individual will represent the OCC as the primary contact for matters relating to this
RFP and any subsequent contract.
Lisa Lyman
Contract and Fiscal Administrator
Office of the Ohio Consumers’ Counsel
65 E. State St., Suite 700
Columbus, Ohio 43215
E-mail: OCC-Bids@occ.ohio.gov
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Page 4 of 32
INQUIRIES. The following sections provide details on how to get more information about this RFP and how
to submit inquiries.
STATE OF OHIO ONLINE PURCHASING SOLUTION. OhioBuys provides the primary platform for Supplier
partners to engage in procurement activities with the State of Ohio.
For additional information on viewing and submitting inquiries see the “Viewing and Responding to
Solicitations” Learner Guide or the “Viewing and Responding to Solicitations” Supplier Training Video linked
below.
Learner Guide
OhioBuys Bidder & Supplier Training | State of Ohio Procurement
YouTube Training: View and Responding to Solicitations
https://www.youtube.com/watch?v=Y7JBA93s-2g
Offerors may make inquiries regarding this RFP any time during the inquiry period listed in the Calendar of
Events. To make an inquiry, Offerors must login to OhioBuys, navigate to the solicitation, open the Inquiry
tab and submit their inquiry.
Offerors will not receive a personalized e-mail response to their question, nor will they receive notification
when the question has been answered. Offerors may view inquiries and responses on the OhioBuys Public
Solicitations page by opening the Solicitation Overview and navigating to the inquiries section of that page.
OCC will try to respond to all inquiries within 48 hours of receipt, excluding weekends and State holidays.
OCC will not respond to any inquiries received after 8:00 a.m. on the inquiry end date.
Proposal Submission. Proposals must be uploaded in Ohio Buys at:
https://ohiobuys.ohio.gov/page.aspx/en/rfp/request_browse_public
Electronic Submission: Offeror must submit one (1) original Proposal which includes all completed and signed
forms.
The OCC may reject any proposals or unsolicited proposal amendments that are received after the deadline.
Each Offeror must carefully review the requirements of this RFP and the contents of its proposal. OCC will
not be liable for any costs incurred by any Offeror in responding to this RFP, regardless of whether the OCC
awards the contract through this process, cancels this RFP for any reason, or issues another RFP.
By submitting a Proposal, the Offeror acknowledges that it has read this RFP, understands it, and agrees to
be bound by its requirements.
In addition, the Offeror will agree to abide by all laws, rules and directives of the State of Ohio, as they
pertain to vendors doing business with the State of Ohio.
Rev. 8/2025 cb OCC-26-181 Enbridge Rate of Return Expert
Page 5 of 32
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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