OCC-26-178 AES Ohio Rate of Return Expert

Location:	Ohio
Posted:	Nov 12, 2025
Due:	Nov 21, 2025
Agency:	State Government of Ohio
Type of Government:	State & Local
Category:	66 - Instruments and Laboratory Equipment
Solicitation No:	SRC0000034941
Publication URL:	To access bid details, please log in.

Solicitation ID:	SRC0000034941
Solicitation Name:	OCC-26-178 AES Ohio Rate of Return Expert
Original Begin Date:	10/29/2025 12:00:00 AM
Begin Date:	11/12/2025 3:19:26 PM
End Date:	11/21/2025 12:00:00 PM
Inquiry End Date:	11/12/2025 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

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

SRC0000034941

Solicitation Name

OCC-26-178 AES Ohio Rate of Return Expert

RFx Type

Request For Proposal (RFP) (Double Envelope)

Lot #

Solicitation Status

Open for Bidding

Round #

MBE Set Aside

Begin Date

11/12/2025 3:19:26 PM (ET)

Amendment?

End Date

11/21/2025 12:00:00 PM (ET)

Inquiry End Date

11/12/2025 8:00:00 AM

Summary

**Addendum to extend closing date**

This RFP is issued by OCC to solicit proposals from qualified Independent Contractors for technical assistance to determine the appropriate rate of return, capital structure and related issues, in the AES Ohio Company (“AES Ohio” or “Utility”) multi-year distribution rate case (Case Nos. 25-958-EL-AIR, 25-959-EL-AAM, 25-960-EL-ATA, and 25-961-EL-RDR).

Predecessor Contract

Process

Ship To

Contracting Entity

OCC-Office of Consumers' Counsel

1 Record(s)

0 Record(s)

Solicitation Documents

Keywords

Reset

Title	Type	Att.	Validity End Date	Validity End Date
Amendment 1	Public Proposals (Approved)	RFP OCC-26-178 Amendment.pdf
OCC-26-178 AES Ohio Rate of Return Expert	RFx Commercial Documents (Approved)	OCC-26-178 AES Ohio Rate of Return Expert.pdf

2 Record(s)

Attachment Preview

Request for Proposal

RFP Number: OCC-26-178

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

Rate of Return 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

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

Part Two: General Instructions

Part Three: Scope of Work and Deliverables

Part Four: Proposal Requirements

Part Five: Evaluation of Proposals & Contract Award

Part Six: Evaluation Criteria

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-26-178 AES Ohio 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 an AES Ohio 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, among others, cost allocation, cost of service, revenue

requirement, rate of return, 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 rate of return, capital structure and related issues, in the AES Ohio

Company (“AES Ohio” or “Utility”) multi-year distribution rate case (Case Nos. 25-958-EL-AIR, 25-959-EL-AAM,

25-960-EL-ATA, and 25-961-EL-RDR).

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Rev. 8/2025 cb OCC-26-178 AES Ohio 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:

October 29, 2025

November 12, 2025; 8:00 AM EST

November 17, 2025; 12:00 PM EST

November 21, 2025

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 State’s 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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Rev. 8/2025 cb OCC-26-178 AES Ohio Rate of Return 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.

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-26-178 AES Ohio 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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OCC-26-178 AES Ohio Rate of Return Expert

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