OCC-26-177 AES Ohio Cost of Service Revenue Allocation Rate Design
| Location: | Ohio |
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| Posted: | Nov 16, 2025 |
| Due: | Nov 26, 2025 |
| Agency: | State Government of Ohio |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | SRC0000034939 |
| Publication URL: | To access bid details, please log in. |
| Solicitation ID: | SRC0000034939 |
| Solicitation Name: | OCC-26-177 AES Ohio Cost of Service Revenue Allocation Rate Design |
| Original Begin Date: | 10/29/2025 12:00:00 AM |
| Begin Date: | 11/14/2025 2:45:21 PM |
| End Date: | 11/26/2025 12:00:00 PM |
| Inquiry End Date: | 11/21/2025 8:00:00 AM |
| Commodity: | Business and corporate management consultation services |
| MBE Set Aside: | MBE Set Aside |
| Agency: | OCC-Office of Consumers' Counsel |
| Solicitation Status: | Open for Bidding |
| Solicitation Type: | Request For Proposal (RFP) (Double Envelope) |
Solicitation General Information
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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
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Solicitation ID
SRC0000034939
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Solicitation Name
OCC-26-177 AES Ohio Cost of Service Revenue Allocation Rate Design
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RFx Type
Request For Proposal (RFP) (Double Envelope)
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Lot #
1
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Solicitation Status
Open for Bidding
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Round #
3
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MBE Set Aside
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Begin Date
11/14/2025 2:45:21 PM (ET)
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Amendment?
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End Date
11/26/2025 12:00:00 PM (ET)
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Inquiry End Date
11/21/2025 8:00:00 AM
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Summary
**Addendum to extend closing date
and adding deliverable number 5
**
This RFP is issued by OCC to solicit proposals from qualified Independent Contractors for technical assistance
to determine the appropriate cost of service study, revenue allocation, rate design and bill impacts, specifically those in the AES Ohio (“AES Ohio” or “Utility”) multi-year distribution rate and alternative regulation cases (Case Nos. 25-958-EL-AIR, 25-959-EL-AAM, 25-960-EL-ATA, and 25-961-EL-RDR)
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Predecessor Contract
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Process
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Ship To
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1 Record(s)
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0 Record(s)
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Solicitation Documents
3 Record(s)
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Attachment Preview
Request for Proposal
RFP Number: OCC-26-177
Date Issued:
October 29, 2025
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:
AES Ohio
Cost of Service, Revenue Allocation, Rate Design and Bill Impacts Expert
PUCO Case Nos.: 25-958-EL-AIR, 25-959-EL-AAM, 25-960-EL-ATA, 25-961-EL-RDR
RFP Issued:
Inquiry Period Begins:
Inquiry Period Ends:
Proposal Due Date:
October 29, 2025
October 29.2025
November 12, 2025 – 8:00 AM EST
November 17, 2025 – 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. Temp 8/2023 OCC-26-177 AEP Ohio Cost of Service & Revenue Allocation 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 a Cost of Service, Revenue Allocation, Rate Design
and Bill Impacts 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 cost allocation, cost of service, revenue requirement, rate
of return, rate design, and 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 RFP is issued by OCC to solicit proposals from qualified Independent Contractors for technical
assistance to determine the appropriate cost of service study, revenue allocation, rate design and bill impacts,
specifically those in the AES Ohio (“AES Ohio” or “Utility”) multi-year distribution rate and alternative regulation
cases (Case Nos. 25-958-EL-AIR, 25-959-EL-AAM, 25-960-EL-ATA, and 25-961-EL-RDR).
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Rev. Temp 8/2023 OCC-26-177 AEP Ohio Cost of Service & Revenue Allocation 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:
October 29, 2025
October 29, 2025
November 12, 2025; 8:00 AM EST
November 17, 2025; 12:00 PM EST
November 21, 2025
June 30, 2026
$40,000
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. At the
sole discretion of the OCC, the State may renew all or part of this Contract with an optional one-year
renewal which may extend this contract 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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Rev. Temp 8/2023 OCC-26-177 AEP Ohio Cost of Service & Revenue Allocation Expert
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.
When mailing Proposals, Offeror must allow for adequate mailing time to ensure its timely receipt by OCC.
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 issue 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.
Rev. Temp 8/2023 OCC-26-177 AEP Ohio Cost of Service & Revenue Allocation 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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