Town of Wellesley Tax Advisory Services for ITC Elective Pay Filing - RFP CAC-2026-1 (2026)
Town of WellesleyCity · Wellesley, MA- Due
- May 28, 2026
- Deadline passed
- Posted
- May 8, 2026
- Contract term
- 2 years
- Primary contact
- Marybeth Martello
- (781) 431-1019 ext 2229
The 30-second brief
The Town of Wellesley, MA seeks professional tax advisory services related to the federal Investment Tax Credit (ITC) elective pay mechanism under Section 6417 of the Internal Revenue Code. The project involves pre-filing, filing, and receiving Clean Electricity ITC (Section 48E) elective pay for three rooftop solar photovoltaic systems: Hardy Elementary School (430 kW DC), Hunnewell Elementary School (374 kW DC), and the Recycling and Disposal Facility (RDF) administrative building (46 kW DC). The selected tax advisor will provide start-of-construction analysis, continuous progress analysis, Foreign Entity of Concern (FEOC) / Prohibited Foreign Entity (PFE) compliance, domestic content bonus analysis, cost eligibility analysis, IRS pre-filing registration and filing, and post-filing audit support. Proposals are due by May 28, 2026, at 12:00 PM Eastern Daylight Time. The contract term runs from June 2026 through April 2028 under procurement statute MGL 30B.
Overall responsiveness of the proposal including understanding of the technical and managerial requirements, Quality and range of expertise available to the Project team (accounting, engineering, legal), Quality and depth of the experience in providing similar successful assistance, Capacity to commit to the Project's development and deadlines, Relevance and quality of reference checks
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Summary
The Town of Wellesley, MA seeks professional tax advisory services related to the federal Investment Tax Credit (ITC) elective pay mechanism under Section 6417 of the Internal Revenue Code.
The project involves pre-filing, filing, and receiving Clean Electricity ITC (Section 48E) elective pay for three rooftop solar photovoltaic systems: Hardy Elementary School (430 kW DC), Hunnewell Elementary School (374 kW DC), and the Recycling and Disposal Facility (RDF) administrative building (46 kW DC). The selected tax advisor will provide start-of-construction analysis, continuous progress analysis, Foreign Entity of Concern (FEOC) / Prohibited Foreign Entity (PFE) compliance, domestic content bonus analysis, cost eligibility analysis, IRS pre-filing registration and filing, and post-filing audit support. Proposals are due by May 28, 2026, at 12:00 PM Eastern Daylight Time. The contract term runs from June 2026 through April 2028 under procurement statute MGL 30B.
EVALUATION CRITERIA
Overall responsiveness of the proposal including understanding of the technical and managerial requirements, Quality and range of expertise available to the Project team (accounting, engineering, legal), Quality and depth of the experience in providing similar successful assistance, Capacity to commit to the Project's development and deadlines, Relevance and quality of reference checks
REQUIRED ATTACHMENTS
4- Certificate of non-collusion
- Tax Certification
- Certificate of Authority
- W-9
- Submit to
- Marybeth Martello, Ph.D., Sustainability Director, Wellesley Town Hall, Select Board Office, 3rd Floor, 525 Washington Street, Wellesley, MA 02482
- Duration
- 23 months
- Scope location
- Wellesley, MA
Questions about this RFP
How do I respond to this RFP from Town of Wellesley?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 28, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Marybeth Martello, Ph.D., Sustainability Director, Wellesley Town Hall, Select Board Office, 3rd Floor, 525 Washington Street, Wellesley, MA 02482. For questions, contact Marybeth Martello.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Town of Wellesley in MA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Marybeth Martello at (781) 431-1019 ext 2229. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Overall responsiveness of the proposal including understanding of the technical and managerial requirements, Quality and range of expertise available to the Project team (accounting, engineering, lega..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Town of Wellesley?
All active and historical solicitations from Town of Wellesley are tracked and searchable. As a city agency, Town of Wellesley regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 2 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Certificate of non-collusion, Tax Certification, Certificate of Authority, W-9. Review the full document from Town of Wellesley for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Wellesley, MA. Review the full solicitation for detailed scope requirements.