Interconnection RFP Final.docx

Illinois Commerce Commission Request for Proposal Interconnection Study B-53870 Section A. SCOPE OF WORK

A.1. OVERVIEW AND PURPOSE

The Illinois Commerce Commission (ICC) seeks a qualified Vendor to evaluate Illinois' existing electric distribution interconnection rules, tariffs, policies, and procedures and develop recommendations for improvement. The Vendor shall conduct an independent review of the current interconnection framework, assess challenges and opportunities, monitor stakeholder discussions through the Commission's Interconnection Working Group, and prepare annual reports with findings and recommendations for Commission consideration.

The purpose of this project is to provide ICC with expert technical and policy recommendations to improve the efficiency, transparency, and effectiveness of the interconnection process. The reports shall address specific topics identified by the Commission, identify areas where stakeholder consensus exists and where it does not, and provide practical recommendations that support informed Commission decision making regarding potential changes to interconnection rules, tariffs, policies, and procedures. The Commission intends to use report results to evaluate opportunities for improving the interconnection process for utilities, developers, customers, and other stakeholders in Illinois.

A.2. DESIRED OUTCOMES OF THIS PROJECT/ENGAGEMENT

The desired outcome of this project is comprehensive reports that provide ICC with clear, practical, and technically sound recommendations to improve Illinois' electric distribution interconnection rules, tariffs, policies, and procedures. The reports shall evaluate the specific interconnection topics identified by the Commission, identify opportunities to improve the interconnection process, and document areas where stakeholder consensus exists and where consensus was not reached.

The Commission expects the reports to provide actionable recommendations that can be used to inform future policy, tariff, procedural, or regulatory changes and support a more efficient, transparent, and effective interconnection process for utilities, developers, customers, and other stakeholders.

A.3. SCHEDULE

The Vendor shall commence work upon execution of the contract. The Vendor shall attend a project kickoff meeting with ICC Staff and begin reviewing Illinois' existing interconnection rules, tariffs, policies, and procedures. The Vendor shall submit a Draft Report to ICC Staff for review and comment no later than April 1, 2027, unless an alternative date is approved by ICC Staff. The Vendor shall revise the Draft Report based on ICC Staff feedback and submit a Final Report no later than June 1, 2027, unless otherwise approved by ICC Staff.

Key milestones include, but are not limited to:

· Contract execution and kickoff meeting, and completion of a detailed Project Plan

· Review and evaluation of Illinois' existing interconnection rules, tariffs, policies, and procedures

· Attendance at monthly project status meetings with and participation in Interconnection Working Group and related subgroup discussions, as requested by ICC Staff

· Research and analysis of the topics identified in the Scope of Work and development of findings, recommendations, and supporting documentation

· Preparation and submission of annual Draft Reports for 2027, 2028, 2029, and 2030 in accordance with the Scope of Work

· Revision of each Draft Report based on ICC Staff comments and direction and submission of the corresponding annual Final Report

· Presentation of annual findings and recommendations to ICC Staff and, if requested, the Commission

Time is of the essence. The Vendor shall maintain sufficient staffing and resources necessary to meet all required milestone dates and deliverable deadlines. Failure to meet approved milestones or deliverable requirements may result in corrective action requirements, withholding of payment, or other remedies available under the contract.

A.4. UNIQUE CONSIDERATIONS

The Vendor should be aware that this engagement is intended to support the Illinois Commerce Commission's evaluation of potential improvements to interconnection rules, tariffs, policies, and procedures. While ICC Staff will facilitate the Interconnection Working Group and related stakeholder discussions, the Vendor may be asked to attend meetings, monitor discussions, and consider stakeholder input when developing recommendations.

The Vendor should recognize that stakeholders may have differing perspectives and interests regarding interconnection processes. The reports should identify areas where consensus exists and where consensus was not achieved. The Vendor will provide independent and objective recommendations based on technical expertise, industry experience, stakeholder input, and review of existing Illinois requirements.

The Vendor may consider practices from other states relevant and applicable to Illinois; however, recommendations will need to account for Illinois' regulatory framework, utility structures, and market conditions. The applicability of approaches used in other jurisdictions may vary and should be evaluated accordingly.

The Commission assumes that existing interconnection rules, tariffs, policies, procedures, and stakeholder meeting materials will be available to the Vendor. The Commission also assumes that stakeholder participation and meeting schedules will remain sufficient to support completion of the report within the required timeframe.

Any recommendations that involve regulatory, tariff, or policy changes shall clearly identify the issue being addressed, the rationale for the recommendation, and any implementation considerations that may assist the Commission in evaluating potential next steps.

A.5. DETAILED SCOPE OF WORK

A.5.1. Interconnection Rules, Tariffs, and Policies Review

The Vendor shall, under the guidance and direction of ICC Staff, conduct an independent review of Illinois' existing interconnection rules, tariffs, policies, and procedures and develop recommendations for improvement. The Vendor shall prepare a report for submission to the Commission no later than June 1, 2027.

All work shall be performed only as directed by ICC Staff within the scope of this Contract. Vendor shall not expand scope or initiate additional analyses without prior written approval from ICC Staff.

The report developed by the Vendor under the direction of ICC Staff shall include, at a minimum, but not be limited to, the following analyses:

A.5.1.1. Review Illinois' existing interconnection rules, tariffs, policies, and procedures and identify opportunities for improvement.

A.5.1.2. Evaluate and develop recommendations regarding a mechanism for granting good cause extensions to construction timelines when an interconnection customer reasonably demonstrates progress toward project completion.

A.5.1.3. Evaluate and develop recommendations regarding a mechanism allowing all electric utilities to accept cash, letters of credit, or bonds for deposits required under an interconnection agreement.

A.5.1.4. Evaluate and develop recommendations regarding cost sharing for distribution system upgrades and interconnection facilities when multiple interconnection customers seek to interconnect on the same feeder or substation.

A.5.1.5. Evaluate and develop recommendations regarding requirements for interconnection studies to proceed without delay based on queue position or the status of applications ahead in the queue.

A.5.1.6. Evaluate and develop recommendations regarding disclosure requirements for contingent upgrades associated with interconnection studies.

A.5.1.7. Evaluate and develop recommendations regarding queue reservation provisions for projects installed on public school property to accommodate school board approval and budgeting timelines.

A.5.1.8. Evaluate and develop recommendations regarding parameters for utility interconnection studies of energy storage systems not paired with distributed generation and based on the proposed operational profile of the energy storage systems. If information limitations prevent a complete evaluation, the Vendor shall document those limitations and provide the best available analysis supported by available information.

A.5.1.9. Identify areas where stakeholder consensus exists and areas where stakeholder consensus was not achieved regarding the topics evaluated in the report.

A.5.1.9.1. For purposes of this Contract, stakeholder consensus means substantial agreement among participating stakeholders as determined by the Vendor based upon stakeholder comments, written submissions, and Working Group discussions.

A.5.1.9.2. Where substantial agreement exists, the Vendor shall identify the area of consensus and document any material objections, differing viewpoints, or areas of disagreement raised by participating stakeholders.

A.5.1.10. Where appropriate, provide suggested implementation steps for recommendations that may require actions beyond existing Commission processes.

A.5.1.11. Consider relevant interconnection practices from other states where applicable and evaluate whether such practices may be appropriate for Illinois.

A.5.2. Supplies and Services Required

The selected Vendor shall provide the following services in coordination with designated ICC Staff throughout the contract term:

A.5.2.1. Project Planning and Coordination A.5.2.1.1. Attend a kickoff meeting with ICC Staff.

A.5.2.1.2. Develop and maintain a project schedule identifying key tasks, milestones, and deliverables for the contract term. The project schedule shall be updated as necessary and shall separately identify the activities and deadlines associated with each annual report.

A.5.2.1.3. Attend at least one monthly status meeting with ICC staff throughout the contract term, unless otherwise directed in writing by ICC staff.

A.5.2.1.4. Monthly Status Reports A.5.2.1.4.1. Submit a written Monthly Status Report no later than five (5) business days prior to each monthly status meeting.

A.5.2.1.4.2. At a minimum, each Monthly Status Report shall include:

· Work completed during the reporting period

· Work planned for the next reporting period

· Schedule status

· Project risks or issues

· Decisions or information needed from ICC Staff

· Progress toward completion of deliverables

A.5.2.2. Review and Research A.5.2.2.1. Review Illinois interconnection rules, tariffs, policies, and procedures relevant to the project.

A.5.2.2.2. Review information generated through the Interconnection Working Group and related subgroup meetings.

A.5.2.2.3. Review industry practices and comparable approaches used in other states, where relevant.

A.5.2.3. Stakeholder Input and Analysis A.5.2.3.1. Attend Interconnection Working Group meetings and related discussions as requested by ICC Staff. The Commission currently anticipates approximately twelve (12) monthly Working Group meetings per contract year. Attendance at more fifteen (15) meetings in a contract year shall require mutual written agreement between the Parties.

A.5.2.3.1.1. Additional smaller group meetings may also be held to address specific topics or issues. The Vendor should anticipate attending an average of two (2) additional smaller group meetings per month, in addition to the regular monthly Working Group meeting. As requested by the ICC Project Manager, the Vendor shall attend and participate in such smaller group meetings when the subject matter is relevant to the Vendor’s scope of work. Attendance at more than twenty-four (24) additional smaller group meetings during any Contract Year shall require mutual written agreement between the Parties.

A.5.2.3.2. Consider stakeholder input received through Commission facilitated discussions A.5.2.3.3. Document areas of agreement and disagreement among stakeholders related to the topics evaluated.

A.5.2.4. Findings and Documentation A.5.2.4.1. Maintain detailed records of research, analysis methods, assumptions, and findings A.5.2.4.2. Coordinate with ICC Staff regarding project progress and draft recommendations.

A.5.2.4.3. Prepare summaries of findings and recommendations suitable for ICC Staff review and Commission consideration.

A.5.2.4.4. Maintain all supporting research, workpapers, analytical files, spreadsheets, assumptions, notes, and documentation used in the development of findings and recommendations.

A.5.2.4.5. Upon request by ICC Staff, the Vendor shall provide electronic copies of supporting workpapers, analyses, spreadsheets, assumptions, and other documentation reasonably necessary to support the conclusions and recommendations contained in any project deliverable.

A.5.3. 2027 Report Development A.5.3.1. Draft Report A.5.3.1.1. Prepare and submit a Draft Report to ICC Staff no later than April 1, 2027, unless an alternative date is approved by ICC Staff.

A.5.3.1.2. The Draft Report shall include at a minimum:

· Executive Summary

· Background and Purpose

· Review of Illinois' existing interconnection framework.

· Analysis of each topic identified in Section A.5.1.

· Findings and recommendations (if any) and supporting rationale.

· Assessment of areas where stakeholders agree and disagree

· Supporting charts, tables, and appendices, as applicable.

A.5.3.1.3. The Draft Report shall be submitted electronically in Microsoft Word format, Searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.3.2. Final Report A.5.3.2.1. Revise the Draft Report consistent with direction from ICC Staff, unless an alternative date is approved by ICC Staff.

A.5.3.2.2. Incorporating any required updates resulting from stakeholder discussions occurring during the review period A.5.3.2.3. Prepare and submit the Final Report no later than June 1, 2027.

A.5.3.2.4. The Final Report shall be submitted electronically in Microsoft Word format, Searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.3.2.5. Present findings and recommendations to ICC Staff and, if requested, the Commission.

Vendor shall revise deliverables to address deficiencies identified by ICC Staff at no additional cost when such deficiencies relate to failure to meet Contract requirements.

A.5.4. 2027 Report Milestones and Deliverables A.5.4.1. Kickoff Meeting A.5.4.1.1. Held within ten (10) business days of contract execution.

A.5.4.1.2. Purpose: Confirm project scope, roles, schedule, report requirements, communication protocols, and expectations with ICC Staff.

A.5.4.2. Project Plan Completion A.5.4.2.1. Completed within twenty (20) calendar days of contract execution.

A.5.4.2.2. Includes:

· Final project timeline

· Approach for reviewing Illinois’ existing interconnection rules, tariffs, policies, and procedures

· Research and analytical framework

· Approach for considering stakeholder input and documenting where they may agree and disagree

· Draft report outline

A.5.4.3. Research, Review, and Analysis A.5.4.3.1. Ongoing throughout the 2027 reporting cycle period. Responsibilities include:

· Reviewing Illinois' existing interconnection rules, tariffs, policies, and procedures

· Evaluating the topics identified in the Scope of Work

· Reviewing relevant stakeholder input and Interconnection Working Group discussions

· Researching applicable industry practices and comparable approaches used in other jurisdictions, where appropriate

· Developing preliminary findings and recommendations Documenting assumptions, analysis methods, and supporting rationale

A.5.4.4. Presentation of Findings A.5.4.4.1. Upon submission of the Final Report or as otherwise requested by ICC Staff.

A.5.4.4.2. Responsibilities include:

· Presenting findings and recommendations to ICC Staff

· Presenting findings and recommendations to the Commission, if requested by ICC Staff at no additional charge.

A.5.5. Deliverable Acceptance A.5.5.1. All deliverables shall be subject to ICC Staff review and written acceptance.

A.5.5.2. ICC Staff shall review each deliverable within ten (10) business days of receipt and either:

a. Accept the deliverable

b. Return the deliverable with comments requiring revision or

c. Reject the deliverable for failure to meet Contract requirements.

A.5.5.3. The Vendor shall revise and resubmit any deliverable requiring revision or rejection within ten (10) business days, or within another timeframe approved by ICC Staff, at no additional cost to the Commission.

A.5.5.4. Submission of a deliverable shall not constitute acceptance. Deliverables shall be considered complete only upon written acceptance by ICC Staff.

A.5.5.5. Offerors shall account for all revisions necessary to meet Contract requirements in their proposed pricing.

A.5.5.6. Within ten (10) business days following ICC Staff's written acceptance of each Final Annual Report, the Vendor shall provide ICC Staff with an organized electronic copy of the supporting research, workpapers, analytical files, spreadsheets, data, assumptions, models, notes, and other documentation used to develop that annual report. Submission of annual supporting documentation does not relieve the Vendor of its obligation to maintain project records throughout the Contract term.

A.5.6. Updates to Yearly Reports

A.5.6.1. ICC Staff may refine the topics identified for the 2028, 2029, and 2030 reports to address changes in applicable law, Commission orders, or other regulatory requirements, provided the refinement remains within the general subject matter and reasonably anticipated level of effort established by this Scope of Work. A modification that materially changes the nature, complexity, or level of effort of the required services shall be governed by Section A.5.6.1 and shall not be performed without an executed written contract amendment.

A.5.7. 2028 Report The 2028 Report is a required deliverable under the Contract and shall be included in the Vendor's proposed pricing.

A.5.7.1. The Vendor shall prepare and deliver a 2028 report due June 1, 2028, addressing interconnection-related topics identified in applicable law and directed by the Commission.

A.5.7.2. At a minimum, the 2028 report shall address:

a. Mandatory disclosures on hosting capacity maps and studies for contingent upgrades, including timelines for notice of responsibility and payment;

b. A framework for concurrent study of a distributed energy resource on multiple feeders; and

c. Parameters for utility interconnection studies of energy storage systems not paired with distributed generation that are based on the proposed operational profile of the energy storage system, if such parameters were not provided in the initial report.

A.5.7.3. The 2028 report shall be developed using a process substantially similar to that required for the 2027 report and shall include any supporting analysis, findings, recommendations, and implementation considerations required to address the identified topics.

A.5.7.4. The Commission reserves the right to modify report topics as required by changes in law, Commission orders, or other regulatory requirements, provided such modifications remain substantially related to the subject matter of this Contract.

A.5.7.5. 2028 Report Deliverables

A.5.7.5.1. Project Plan Update A.5.7.5.1.1. Within twenty (20) calendar days after the 2027 report is approved, the Vendor shall submit an updated Project Plan for ICC Staff review and approval.

A.5.7.5.1.2. The Project Plan Update shall include:

· Updated project schedule and milestones

· Description of the proposed analytical approach for each report topic

· Anticipated stakeholder coordination activities

· Key assumptions, risks, and constraints

· Draft outline of the 2028 report A.5.7.5.2. Monthly Status Reports A.5.7.5.2.1. The Vendor shall continue to provide Monthly Status Reports throughout the 2028 reporting cycle in accordance with Section A.5.2.1.4.

A.5.7.5.2.2. Monthly Status Reports shall be submitted no later than five (5) business days prior to each scheduled monthly status meeting. At a minimum, each Monthly Status Report shall include:

· Work completed during the reporting period

· Work planned for the next reporting period

· Status of deliverables and schedule milestones

· Project risks, issues, or constraints

· Decisions or information needed from ICC Staff

· Progress toward completion of the 2028 report.

A.5.7.5.3. Draft Report A.5.7.5.3.1. The Vendor shall prepare and submit a Draft 2028 Report to ICC Staff no later than April 1, 2028, unless an alternative date is approved by ICC Staff.

A.5.7.5.3.2. The Draft Report shall include, at a minimum:

· Executive Summary

· Background and Purpose

· Analysis of each topic identified for the 2028 report year

· Findings and recommendations

· Supporting rationale and implementation considerations, where applicable

· Identification of areas where stakeholder consensus exists and where stakeholder consensus was not achieved

· Supporting charts, tables, appendices, and other documentation, as applicable A.5.7.5.4. The Draft 2028 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.7.5.5. Final Report A.5.7.5.5.1. The Vendor shall revise the Draft 2028 Report based on ICC Staff comments and submit a Final 2028 Report no later than June 1, 2028, unless otherwise approved by ICC Staff.

A.5.7.5.5.2. The Final 2028 Report shall incorporate all required revisions and provide final findings, recommendations, supporting rationale, and implementation considerations suitable for Commission consideration.

A.5.7.5.5.3. The Final 2028 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.7.5.6. Presentation of Findings A.5.7.5.6.1. Upon submission of the Final 2028 Report, or as otherwise requested by ICC Staff, the Vendor shall present findings and recommendations to ICC Staff and, if requested, the Commission at no additional charge.

A.5.8. 2029 Report The 2029 Report is a required deliverable under the Contract and shall be included in the Vendor's proposed pricing.

A.5.8.1. The Vendor shall prepare and deliver a 2029 annual report due June 1, 2029, addressing interconnection-related topics identified in applicable law and directed by the Commission.

A.5.8.2. At a minimum, the 2029 report shall address:

a. Dynamic hosting capacity maps

b. Standards for public queue and hosting capacity map information regarding individual projects in queue, including:

· distributed generation nameplate capacity

· aired or stand-alone energy storage system nameplate capacity

· detailed estimated upgrade costs

· systems that have completed upgrades and withdrawn projects

c. Timelines for refund of deposits if the interconnection agreement is terminated

A.5.8.3. The 2029 report shall be developed using a process substantially similar to that required for the initial report and shall include any supporting analysis, findings, recommendations, and implementation considerations required to address the identified topics.

A.5.8.4. The Commission reserves the right to modify report topics as required by changes in law, Commission orders, or other regulatory requirements, provided such modifications remain substantially related to the subject matter of this Contract.

A.5.8.5. 2029 Report Deliverables

A.5.8.5.1. Project Plan Update A.5.8.5.1.1. Within twenty (20) calendar days after the 2028 report is approved, the Vendor shall submit an updated Project Plan for ICC Staff review and approval.

A.5.8.5.1.2. The Project Plan Update shall include:

· Updated project schedule and milestones

· Description of the proposed analytical approach for each report topic

· Anticipated stakeholder coordination activities

· Key assumptions, risks, and constraints

· Draft outline of the 2029 report A.5.8.5.2. Monthly Status Reports A.5.8.5.2.1. The Vendor shall continue to provide Monthly Status Reports throughout the 2029 reporting cycle in accordance with Section A.5.2.1.4.

A.5.8.5.2.2. Monthly Status Reports shall be submitted no later than five (5) business days prior to each scheduled monthly status meeting. At a minimum, each Monthly Status Report shall include:

· Work completed during the reporting period

· Work planned for the next reporting period

· Status of deliverables and schedule milestones

· Project risks, issues, or constraints

· Decisions or information needed from ICC Staff

· Progress toward completion of the 2029 report.

A.5.8.5.3. Draft Report A.5.8.5.3.1. The Vendor shall prepare and submit a Draft 2029 Report to ICC Staff no later than April 1, 2029, unless an alternative date is approved by ICC Staff.

A.5.8.5.3.2. The Draft Report shall include, at a minimum:

· Executive Summary

· Background and Purpose

· Analysis of each topic identified for the report year

· Findings and recommendations

· Supporting rationale and implementation considerations, where applicable

· Identification of areas where stakeholder consensus exists and where stakeholder consensus was not achieved

· Supporting charts, tables, appendices, and other documentation, as applicable A.5.8.5.4. The Draft 2029 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.8.5.5. Final Report A.5.8.5.5.1. The Vendor shall revise the Draft 2029 Report based on ICC Staff comments and submit a Final 2029 Report no later than June 1, 2029, unless otherwise approved by ICC Staff.

A.5.8.5.5.2. The Final 2029 Report shall incorporate all required revisions and provide final findings, recommendations, supporting rationale, and implementation considerations suitable for Commission consideration.

A.5.8.5.5.3. The Final 2029 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.8.5.6. Presentation of Findings A.5.8.5.6.1. Upon submission of the Final 2029 Report, or as otherwise requested by ICC Staff, the Vendor shall present findings and recommendations to ICC Staff and, if requested, the Commission at no additional charge.

A.5.9. 2030 Report The 2030 Report is a required deliverable under the Contract and shall be included in the Vendor's proposed pricing.

A.5.9.1. The Vendor shall prepare and deliver a 2030 report due June 1, 2030, addressing interconnection-related topics identified in applicable law and directed by the Commission.

A.5.9.2. At a minimum, the 2030 report shall address:

a. Level of detail of costs in system impact and facilities studies and level 2 studies

b. Cap on charges to the interconnection customer based on a percentage of the non-binding cost estimate in the facilities study, system impact study, or level 2 study.

A.5.9.3. The 2030 report shall be developed using a process substantially similar to that required for the initial report and shall include any supporting analysis, findings, recommendations, and implementation considerations required to address the identified topics.

A.5.9.4. The Commission reserves the right to modify report topics as required by changes in law, Commission orders, or other regulatory requirements, provided such modifications remain substantially related to the subject matter of this Contract.

A.5.9.5. 2030 Report Deliverables

A.5.9.5.1. Project Plan Update A.5.9.5.1.1. Within twenty (20) calendar days after the 2029 report is approved, the Vendor shall submit an updated Project Plan for ICC Staff review and approval.

A.5.9.5.1.2. The Project Plan Update shall include:

· Updated project schedule and milestones

· Description of the proposed analytical approach for each report topic

· Anticipated stakeholder coordination activities

· Key assumptions, risks, and constraints

· Draft outline of the 2030 report A.5.9.5.2. Monthly Status Reports A.5.9.5.2.1. The Vendor shall continue to provide Monthly Status Reports throughout the 2030 reporting cycle in accordance with Section A.5.2.1.4.

A.5.9.5.2.2. Monthly Status Reports shall be submitted no later than five (5) business days prior to each scheduled monthly status meeting. At a minimum, each Monthly Status Report shall include:

· Work completed during the reporting period

· Work planned for the next reporting period

· Status of deliverables and schedule milestones

· Project risks, issues, or constraints

· Decisions or information needed from ICC Staff

· Progress toward completion of the 2030 report.

A.5.9.5.3. Draft Report A.5.9.5.3.1. The Vendor shall prepare and submit a Draft 2030 Report to ICC Staff no later than April 1, 2030, unless an alternative date is approved by ICC Staff.

A.5.9.5.3.2. The Draft Report shall include, at a minimum:

· Executive Summary

· Background and Purpose

· Analysis of each topic identified for the 2030 report year

· Findings and recommendations

· Supporting rationale and implementation considerations, where applicable

· Identification of areas where stakeholder consensus exists and where stakeholder consensus was not achieved

· Supporting charts, tables, appendices, and other documentation, as applicable A.5.9.5.4. The Draft 2030 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.9.5.5. Final Report A.5.9.5.5.1. The Vendor shall revise the Draft 2030 Report based on ICC Staff comments and submit a Final 2030 Report no later than June 1, 2030, unless otherwise approved by ICC Staff.

A.5.9.5.5.2. The Final 2030 Report shall incorporate all required revisions and provide final findings, recommendations, supporting rationale, and implementation considerations suitable for Commission consideration.

A.5.9.5.5.3. The Final 2030 Report shall be submitted electronically in Microsoft Word format, searchable PDF format, and native electronic format for any supporting spreadsheets, models, or analytical tools relied upon in developing the report.

A.5.9.5.6. Presentation of Findings A.5.9.5.6.1. Upon submission of the Final 2030 Report, or as otherwise requested by ICC Staff, the Vendor shall present findings and recommendations to ICC Staff and, if requested, the Commission at no additional charge.

A.6. TERM

A.6.1. TERM OF THIS CONTRACT: The contract resulting from this procurement will have an initial term commencing upon the last dated signature of the Parties and ending on September 30, 2030. In no event will the total term of the contract, including the initial term, any renewal terms, and any extensions, exceed ten (10) years. Vendor shall not commence billable work in furtherance of the contract prior to final execution of the contract except when permitted pursuant to 30 ILCS 500/20-80.

Section B. CURRENT CONDITIONS

B.1. OVERVIEW & BACKGROUND

The Illinois Commerce Commission (ICC) maintains existing electric distribution interconnection rules, tariffs, policies, and procedures that govern how distributed generation and energy storage projects connect to the electric distribution system. The Commission is seeking an independent review of the current interconnection framework to identify opportunities for improvement and provide recommendations on specific interconnection issues.

As part of this effort, the ICC is facilitating discussions through an Interconnection Working Group and related subgroup meetings that include utility and industry stakeholders. These discussions are intended to gather input on potential improvements to the interconnection process. ICC Staff will continue to lead and facilitate these meetings; however, the selected Vendor may be asked to attend discussions and consider stakeholder feedback when developing recommendations.

The Vendor will not be taking over an existing consulting engagement. Instead, the Vendor will begin by reviewing Illinois' current interconnection rules, tariffs, policies, procedures, and relevant stakeholder discussions. Using this information, the Vendor will evaluate the topics identified in the Scope of Work and develop recommendations for Commission consideration. The resulting report will provide the Commission with an assessment of potential improvements to the interconnection framework, including areas where stakeholder consensus exists and where differing viewpoints remain.

B.2. AREAS OF CONCERN/CHALLENGES

Offerors should be aware of the following project constraints and considerations when completing the Scope of Work:

a. The project requires review and evaluation of Illinois' existing interconnection rules, tariffs, policies, and procedures and development of recommendations that are practical and applicable within Illinois' regulatory framework.

b. The Vendor will work under the direction of ICC Staff. ICC Staff will facilitate the Interconnection Working Group and related stakeholder discussions; however, the Vendor may be expected to attend meetings and consider stakeholder input when developing recommendations.

c. The project involves multiple stakeholder groups, including electric utilities, distributed generation developers, installers, customers, and other interested parties. Stakeholders may have differing perspectives regarding interconnection processes and potential improvements.

d. The Vendor must identify areas where stakeholder consensus exists and where consensus was not achieved. Recommendations should be supported by technical analysis and consideration of stakeholder feedback.

e. The Scope of Work requires evaluation of several interconnection related topics, including:

· Construction timeline extensions for interconnection customers demonstrating progress

· Deposit alternatives, including cash, letters of credit, and bonds

· Cost sharing for distribution system upgrades and interconnection facilities

· Interconnection queue management and study processing requirements

· Disclosure of contingent upgrades

· Queue reservation provisions for projects installed on public school property

· Interconnection study parameters for standalone energy storage systems

f. The Vendor may evaluate interconnection practices from other states where relevant; however, recommendations must consider the applicability of those practices to Illinois' utility structure, regulatory environment, and market conditions.

g. The Vendor must prepare draft and final report deliverables that clearly document findings, recommendations, supporting rationale, areas of stakeholder agreement, and areas where stakeholder consensus was not reached. Deliverables will be reviewed by ICC Staff and may require revisions based on ICC Staff direction.

h. The project includes schedule driven milestone requirements, including development of a draft report, revision of draft deliverables based on ICC Staff feedback, and submission of a final report by the required deadline.

i. The Vendor must maintain clear documentation of research, analysis, assumptions, stakeholder input considered, and the basis for all recommendations throughout the project.

Section C. PROPOSAL REQUIREMENTS Only Electronic Submissions through BidBuy of Offers will be Accepted

C.1. REQUIRED DOCUMENTS TO COMPLETE AND SUBMIT

The Offeror shall submit the listed documents in BidBuy under the Attachments tab in the appropriate “Required Attachments” spaces.

· Vendor Disclosure or IPG Active Registered Vendor Disclosure

· Technical response

· Offer to the State of Illinois

· Commitment to Diversity

· Pricing

· BEP Utilization Plan

Blank documents may be found on the Chief Procurement Officer for General Service’s website at https://cpo-general.illinois.gov/solicitation-and-contract-templates.html and on the BidBuy posting under “File Attachments:”. Business Enterprise Program/Veterans Small Business Program Utilization Plan may be downloaded from the Commission on Equity and Inclusion’s website at https://cei.illinois.gov/purchasing-entity-resources/compliance.html.

Failure to submit Vendor Disclosure or IPG Active Registered Vendor Disclosure, as applicable, and the Utilization Plan(s), as applicable, with the Offer submitted in BidBuy shall render the Offer non-responsive.

Offerors are required to submit their response to the State’s solicitation through BidBuy. Any information sent to the State outside of BidBuy, for example by US Mail, FedEx, UPS, e-mail, or hand delivery, will neither be accepted nor considered. Offeror submissions will only be considered if they are received through BidBuy and on or before the time and date indicated as the “Bid Opening Date” on the BidBuy posting. Any required attachments must be submitted via BidBuy.

Price entries on the Items tab will be locked automatically upon submission of the quote. Entering cost, pricing or discount information in the Alternate Description may result in disqualification. If the agency requires pricing to be submitted in an attachment, Offeror shall upload pricing under the “Required Documents” section on the Attachments tab and check the box “Does the attachment contain any pricing, cost or discount information?”. Failure to check this box allows your pricing to be viewed when bids are opened and will result in disqualification of your offer. NOTE: Do not check “Does the attachment contain any pricing, cost or discount information” if the attachment does NOT include pricing, cost, or discount information.

Documents shall be submitted in an electronic format that is accessible and readable using Microsoft Office suite software or Adobe Reader. Corrupted files shall not be considered. It is the Offeror’s responsibility to check that files are accessible and legible after uploading.

The Offeror is solely responsible for ensuring timely submission of their electronic solicitation response. Failure to allow adequate time prior to the Bid Opening Date to complete and submit a response to a solicitation, particularly in the event technical support assistance from the State is required, places the Offeror and their offer or response at risk of not being accepted.

The State encourages the Offeror to ensure that their BidBuy account is up-to-date. It is recommended that you access your BidBuy account prior to the solicitation due date and time to make sure that your company’s information is up-to-date and your password is current. Files may be uploaded at any time prior to submission.

File size may impact the uploading and downloading speed and may lead to browser time-outs, resulting in failed upload/download attempts. Please consider this dependency when attaching very large documents.

OFFEROR INSTRUCTIONS TO SUBMIT IN BIDBUY

Create Quote:

Note: any pricing entered in the Unit Cost of the Items Tab will be locked until after Technical Evaluations take place. Do not enter cost, pricing, or any discount information in the Alternate Description field. Entering cost, pricing or discount information in the Alternate Description may result in disqualification.

Note: If taking any exceptions to Standard Terms and Conditions an offeror must submit a redline version of the Standard Terms and Conditions with their proposal.

: “Upload” (next to each required attachment) : “Choose File” Note: If a pricing document is required, mark the box next to the question, “Does this attachment contain any pricing, cost, or discount information?”

Failure to mark this box when attaching a pricing document will result in disqualification.

Check this box ONLY if a separate pricing document is required.

Do NOT check this box for any other required quote attachment such as the Technical Proposal, Vendor Disclosure / IPG Active Registered Vendor Disclosure, or Utilization Plan(s), or Offer.

Offerors may also view the “Request for Proposal (RFP) Vendor Submission Instructions Video found at https://cpo-general.illinois.gov/vendor-resources.html

C.2. DUE DATE AND TIME FOR SUBMISSION OF OFFERS

Each solicitation contains the Offer due date and time, appearing as the “Bid Opening Date:” on the BidBuy posting. Offeror shall submit Offers in BidBuy, and the State shall open Offers electronically in BidBuy on the “Bid Opening Date”. The Offer must remain firm for 180 days from opening.

C.3. CONFLICT BETWEEN INFORMATION IN ELECTRONIC DOCUMENTS AND ON BIDBUY

If the State provides information in electronic documents (i.e., the RFP and other attachments) that is different or in conflict with the information the State provides on BidBuy, then the information in electronic documents is presumed to represent the State’s intent. If the Offeror provides information in electronic documents that is different or in conflict with the information the Offeror provides in BidBuy through their Seller Account, then the information in electronic documents shall represent the Offeror’s intended submission.

C.4. PUBLISHED PROCUREMENT INFORMATION

The State publishes procurement information, including solicitations, awards, and amendments, on the Chief Procurement Officer for General Services’ Illinois Procurement Bulletin, known as the Bulletin or BidBuy (https://www.bidbuy.illinois.gov/bso/). Procurement information may not be available in any other form or location. Offeror is responsible for monitoring BidBuy. The State will not be held responsible if Offeror fails to receive the optional e-mail notice of future amendments to the solicitation.

C.5. INFORMATION CONTACT

The individual listed in the “Info Contact:” field on the BidBuy posting shall be the single point of contact for this solicitation. Unless otherwise directed, Offeror should only communicate with the Information Contact. The State/Agency shall not be held responsible for information provided by or to any other person.

Suspected errors should be immediately reported to the Information Contact. Do not discuss, directly or indirectly, the solicitation or any Offer with any State officer or employee other than the Information Contact.

C.6. OFFEROR QUESTIONS AND AGENCY RESPONSE

All questions, other than questions raised at the Pre-Submission Conference, pertaining to this solicitation must be submitted in writing to the Information Contact no later than November 3, 2026. Questions received and Agency responses may be posted as a Bid Amendment to the original solicitation on BidBuy; only these posted answers to questions shall be binding on the State. Offeror is responsible for monitoring BidBuy and BidBuy email notifications.

C.7. PRE-SUBMISSION CONFERENCE

The Agency may conduct a Mandatory or Non-Mandatory Pre-Submission Conference, listed in the “Pre-Bid Conference:” field of the BidBuy posting. Please refer to BidBuy for this information.

If attendance is mandatory, Offeror (current contractor included) will be disqualified and considered non-responsive if Offeror does not attend, is not on time, leaves early, or fails to sign the attendance sheet. Offeror must allow adequate time to accommodate security screenings at the site.

Date: Thursday, October 22, 2026 Time: 10:00 AM (CST) Join from the meeting link https://illinois.webex.com/illinois/j.php?MTID=m2ddfd39da09d992193a4db7a4a068fe9

Join by meeting number

Meeting number (access code): 2866 976 1254

Meeting password: PKj2KbTJC62

Tap to join from a mobile device (attendees only) +1-312-535-8110,,28669761254## United States Toll (Chicago) +1-415-655-0002,,28669761254## US Toll

Join by phone +1-312-535-8110 United States Toll (Chicago) +1-415-655-0002 US Toll Global call-in numbers

C.8. SMALL BUSINESS SET-ASIDE

In the Bulletin posting, if “Yes” is shown to the question “Is this a Small Business Set-Aside Procurement?”, then Offeror must be registered by the Illinois Small Business Set-Aside Program at the time Offers are due for the Offer to be evaluated. For requirements on qualifying Offeror’s business in the Small Business Set-Aside Program, please go to the Chief Procurement Office for General Service’s website at https://cpo-general.illinois.gov/sell-2-illinois.html .

C.9. BUSINESS ENTERPRISE FOR MINORITIES, WOMEN, AND PERSONS WITH DISABILITIES ACT PARTICIPATION AND UTILIZATION PLAN

The BidBuy posting indicates whether this solicitation contains a goal to include businesses owned and controlled by minorities, women, and persons with disabilities. If this solicitation contains a goal, then failure to complete and submit a Utilization Plan, including documentation demonstrating good faith efforts when requesting a waiver, shall render the Offer non-responsive. 30 ILCS 575/4(e). All questions regarding the subcontracting goal must be directed to the Information Contact indicated in BidBuy no later than November 3, 2026 . See the Utilization Plan for NIGP codes used to establish this goal.

BEP Goal: 21% NIGP Code: 918-97 Go to https://cei.illinois.gov/vendor-resources/get-bep-certified.html for complete requirements for BEP certification. Go to State of Illinois Commission on Equity and Inclusion at https://supplierdiversitymanagementportal.illinois.gov/home.aspx to search for certified BEP vendors.

C.10. SECURITY

Bid/Performance Bond: $ N/A. If a bond is required, Offeror must submit the Bid Bond with your offer or Performance Bond to the Information Contact within ten (10) days after contract execution. The bond must be from a surety licensed to do business in Illinois. An irrevocable letter of credit is an acceptable substitute. The form of security must be acceptable to the State.

C.11. TERMS AND CONDITIONS

Standard Terms and Conditions will become a part of any resulting contract. To view the Standard Terms and Conditions, please go to https://cpo-general.illinois.gov/solicitation-and-contract-templates.html.

Section D. EVALUATION PROCEDURES

D.1. EVALUATION PROCESS

The State assesses each Offer for Responsibility (E.10) and Responsiveness. The State considers the information provided and the quality of that information when assessing Offers. If the State finds a failure or deficiency, the State may reject the Offer or reflect the failure or deficiency in the assessment.

There are three scored parts to each proposal – technical, commitment to diversity, and pricing. Each part of the proposal is evaluated and ranked independently of the other parts of the proposal. The results of the evaluation of all three parts shall be used in ranking the proposals.

The State may award to the most responsive and responsible offeror whose offer best meets the specified criteria.

D.2. RESPONSIVENESS

A responsive offeror is one who submits an offer that conforms in all material respects to the Request for Proposal and includes all required forms.

D.2.1. The State will determine whether the Offeror complied with the instructions for submitting offers. Except for late submissions, and other requirements that by law must be part of the submission, the State may require that an Offeror correct deficiencies as a condition of further evaluation.

D.2.2. Subcontractor Disclosure: If the Offer includes any subcontractors, then Offeror shall complete the Subcontractor Disclosure section of the Offer to the State of Illinois.

D.2.3. If completing IPG Active Registered Vendor Disclosure, then responsiveness may include and may not be limited to:

· Active Illinois Procurement Gateway registration # with expiration date

· Certifications timely to this solicitation

· Disclosure of lobbyists for Offeror and parent entity(ies)

· Disclosure of pending and current contracts

D.2.4. If completing Vendor Disclosure, required parts may include and may not be limited to:

D.2.5. The State will determine whether the Offer meets the stated Technical requirements. Minor differences or deviations that have negligible impact on the price or suitability of the supply or service to meet the State’s needs may be accepted or corrections allowed. If no offeror meets a particular Technical requirement, the State may waive that requirement.

D.2.6. When the…