Town of Wellesley Tax Advisory Services for ITC Elective Pay Filing - RFP CAC-2026-1 (2026)
Town of WellesleyCity · Wellesley, MA- Due
- Apr 14, 2026
- Deadline passed
- Posted
- Mar 24, 2026
- Contract term
- 2 years
- Primary contact
- Marybeth Martello
- (781) 431-1019 ext 2229
The 30-second brief
The Town of Wellesley, MA is soliciting proposals from qualified firms or individuals to provide 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 scope involves pre-filing, filing, and receiving elective pay for Clean Electricity ITC (Section 48E) for three solar photovoltaic systems on Town property, including 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 assist with start-of-construction analysis, continuous progress requirements, Foreign Entity of Concern (FEOC) and Prohibited Foreign Entity (PFE) compliance, domestic content bonus analysis, cost eligibility analysis, IRS pre-filing registration, and audit support. Proposals are due by April 14, 2026, at 3:00 p.m. The anticipated contract term is April 2026 through April 2028. Evaluation criteria include technical approach, municipal elective pay experience, domestic content and FEOC/PFE compliance execution, staffing and schedule capacity, references, and price.
Professional tax advisory services, Start-of-construction analysis, Continuous progress analysis, FEOC/PFE compliance, Domestic content bonus analysis, Cost eligibility analysis, IRS pre-filing registration and filing, Audit readiness and recordkeeping guidance, Meeting minutes, Written memoranda, And digital file repository for solar PV systems at Hardy Elementary School, Hunnewell Elementary School, And RDF building.
Technical Approach 25%, Municipal Elective Pay Experience 25%, Domestic Content & FEOC/PFE Compliance Execution 15%, Staffing & Schedule Capacity 15%, References 10%, Price 10%, Understanding of Project Goals
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Summary
The Town of Wellesley, MA is soliciting proposals from qualified firms or individuals to provide 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 scope involves pre-filing, filing, and receiving elective pay for Clean Electricity ITC (Section 48E) for three solar photovoltaic systems on Town property, including 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 assist with start-of-construction analysis, continuous progress requirements, Foreign Entity of Concern (FEOC) and Prohibited Foreign Entity (PFE) compliance, domestic content bonus analysis, cost eligibility analysis, IRS pre-filing registration, and audit support. Proposals are due by April 14, 2026, at 3:00 p.m. The anticipated contract term is April 2026 through April 2028. Evaluation criteria include technical approach, municipal elective pay experience, domestic content and FEOC/PFE compliance execution, staffing and schedule capacity, references, and price.
EVALUATION CRITERIA
7- Technical Approach 25%
- Municipal Elective Pay Experience 25%
- Domestic Content & FEOC/PFE Compliance Execution 15%
- Staffing & Schedule Capacity 15%
- References 10%
- Price 10%
- Understanding of Project Goals
REQUIRED DELIVERABLES
Professional tax advisory services, Start-of-construction analysis, Continuous progress analysis, FEOC/PFE compliance, Domestic content bonus analysis, Cost eligibility analysis, IRS pre-filing registration and filing, Audit readiness and recordkeeping guidance, Meeting minutes, Written memoranda, And digital file repository for solar PV systems at Hardy Elementary School, Hunnewell Elementary School, And RDF building.
REQUIRED ATTACHMENTS
6- Price Proposal Form
- Certificate of Non-Collusion
- Tax Certification
- Certificate of Authority
- W-9
- Evidence of insurance
- Submit to
- Marybeth Martello, Sustainability Director, Wellesley Town Hall, 525 Washington Street, 3rd Floor, Select Board Office Suite, Wellesley, MA 02482
- Duration
- 24 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 April 14, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Marybeth Martello, Sustainability Director, Wellesley Town Hall, 525 Washington Street, 3rd Floor, Select Board Office Suite, 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Professional tax advisory services, Start-of-construction analysis, Continuous progress analysis, FEOC/PFE compliance, Domestic content bonus analysis, Cost eligibility analysis, IRS pre-filing registration and filing, Audit readiness and recordkeeping guidance, Meeting minutes, Written memoranda, A. Proposals should clearly address how each deliverable will be met.
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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: "Technical Approach 25%, Municipal Elective Pay Experience 25%, Domestic Content & FEOC/PFE Compliance Execution 15%, Staffing & Schedule Capacity 15%, References 10%, Price 10%, Understanding of Proje..." 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: Price Proposal Form, Certificate of Non-Collusion, Tax Certification, Certificate of Authority, W-9, evidence of insurance. 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.