RFP 260000002609 MIO Pay Program Management Schedule A Statement of Work.docx

Enter your company name Schedule A – Elective Pay Consulting Services - Statement of Work

RFP 260000002609

Request For Proposals – Michigan Infrastructure Office Technical Assistance Center Elective Pay Program Management This schedule identifies the anticipated requirements of any Contract resulting from this RFP. The term “Contractor” in this document refers to a bidder responding to this RFP, as well as the Contractor who is awarded the contract. The term “bidder” is used to identify where specific responses to the RFP are required. Yellow fields are also used to identify areas where a bidder response is required.

The Contractor must respond to each requirement or question and explain how it will fulfill each requirement. Attach any supplemental information and reference it appropriately within your response.

1. Background The Michigan Infrastructure Office (MIO) Technical Assistance Center (TAC) provides support to tax‑exempt entities utilizing federal Elective Pay clean energy tax credits.

The State of Michigan is expanding statewide support for clean energy deployment through the MIO TAC Elective Pay initiative. The program’s business objective is to help tax‑exempt entities access federal elective pay incentives and accelerate completion of geothermal, solar, and energy‑storage projects. This work aligns with Michigan’s broader clean energy and infrastructure modernization efforts and intersects with existing technical assistance programs, statewide outreach initiatives, and contractor‑supported accounting services.

Implementation is influenced by federal IRS elective pay regulations, placed‑in‑service requirements, and applicable state energy policies. Coordination across these systems is necessary to ensure compliant project tracking, stakeholder training, and effective delivery of technical assistance.

2. Scope This contract provides statewide program management for the MIO TAC Elective Pay initiative during Fiscal Years 2027–2028. The scope includes managing the Elective Pay Ambassador Program, coordinating accounting assistance services, and supporting entities in meeting federal elective pay requirements. Work also covers identifying opportunities to accelerate eligible solar project completion, delivering statewide education and outreach on geothermal HVAC and energy storage technologies, and collaborating with State agencies to integrate elective pay considerations into existing clean energy grant programs. Activities will be performed across Michigan, using structured program administration, stakeholder training, project tracking, and technical assistance to ensure consistent and effective implementation.

3. Mandatory Minimums

1. At Least Two Years Experience Providing Technical Assistance for US IRS Elective Pay Describe your experience providing technical assistance for the Elective Pay program. Include durations of experiences described. Provide names, organizations and contact information for at least two previous Elective Pay technical assistance clients.

Bidder Response

Enter response here

2. Demonstrate participation in a network(s) of Elective Pay professional organizations (either statewide, national or both).

List networks you are a member of that support Elective Pay access for eligible entities. Provide names of statewide and/or national partners you use as a resource for updated and relevant Elective Pay program information.

Bidder Response

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3. General Requirements Requirement 1 – Enhance Provision of MIO TAC Technical Assistance on Elective Pay

· Pillar 1 – Elective Pay Ambassador Program (EPAP)

· The Contractor will manage year-two funding, administer the EPAP application process, and improve procedures and materials such as training and reimbursement systems. They will identify technical training opportunities in geothermal and energy storage, onboard new ambassadors, and continue providing guidance and support to 8–10 regional ambassadors to increase project identification and engagement. The Contractor will also deliver updated Elective Pay training reflecting changes in federal and IRS guidance, manage ambassador referrals for additional technical assistance, and develop communications materials for ambassadors, host organizations, and MIO TAC.

· Pillar 2 – Elective Pay Accounting Assistance

· The Contractor will oversee the delivery of accounting services provided by Rehmann, ensuring timely tax filing for projects placed in service in 2026. They will manage technical assistance requests, coordinate scoring and review with MIO and MIC staff, and administer award terms and onboarding for new recipients. The Contractor will work with ambassadors to ensure project documentation readiness, reducing accounting costs, and ensure solar projects starting after July 4, 2026 meet the placed‑in‑service deadline of December 31, 2027. Additionally, they will expand geothermal and energy storage project support, share lessons learned to increase program knowledge, and maintain the project tracking database, cost estimates, and outcomes map on the MIO TAC Elective Pay website.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe how they will meet the objectives of Workstream 1: Pillar 1 and 2

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Requirement 2 – Accelerating Eligible Solar Project Completion

· The Contractor will identify sources of project delays by interviewing tax‑exempt entities, solar companies, and municipal permitting offices. They will research tools and processes that have accelerated commercial solar timelines, assess potential solutions to reduce bottlenecks, and evaluate whether technologies like SolarAPP+ or workforce interventions could improve permitting and inspection timelines. The Contractor will document findings in a white paper and, if recommendations are adopted, support implementation through grant administration or technical assistance.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe how they will meet the objectives of Workstream 2

Enter response here

Requirement 3 – Statewide Education and Outreach on Geothermal HVAC & Energy Storage

· The Contractor will expand statewide understanding of geothermal and energy storage technologies through webinars, case studies, videos, and educational materials. They will highlight geothermal’s suitability for a wide variety of eligible entities and communicate the financial and resiliency benefits of energy storage. The Contractor will engage geothermal installers to better understand markets and customers, work with energy storage providers to determine availability of systems compliant with federal Prohibited Foreign Entity rules, and present Elective Pay and technology information at conferences attended by eligible entities.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe how they will meet the objectives of Workstream 3

Enter response here

Requirement 4 – State Agency Coordination

· The Contractor will identify upcoming clean‑energy grant opportunities offered by state agencies and encourage the inclusion of Elective Pay requirements in those programs. They will work with Rehmann to create guidance for agencies on restricted versus unrestricted grants, anticipated tax credit amounts, and compliance considerations. The Contractor will deliver one to two webinars for grant administrators and support incorporation of Elective Pay requirements into at least two state programs.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe how they will meet the objectives of Workstream 4

Enter response here

4. ADA Compliance The State is required to comply with the Americans with Disabilities Act of 1990 (ADA), including its accessibility standard for websites, applications, content and documents. All Contract Activities created, provided, or made available by Contractor under this Contract in a digital format, including but not limited to, websites, applications, software, mobile applications, text, images, sounds, videos, controls, animations, links, and documents (including files in the following formats: PDF, word processing, presentation, and spreadsheet) must comply with the accessibility standards provided in the Digital Accessibility Standards, located at SOM Digital Standards.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

Bidder must describe how they will meet the State of Michigan ADA objectives

Enter response here

5. Meetings The Contractor must attend the following meetings:

The State may request other meetings as it deems appropriate.

6. Key Personnel See Attachment 1- Key Personnel for requirements related to the key personnel.

7. Non-Key Personnel The Contractor must notify the Contract Administrator at least 10-calendar days before removing or assigning non-key personnel.

8. Organizational Chart Bidder Response

Provide an overall organizational chart that details staff members, by name and title.

Add your org chart here or insert the label or filename if you are adding it as a separate attachment.

9. Subcontractors Subcontracts for services specified in this contract will NOT be allowed.

10. Price Term Pricing is firm for the entire length of the Contract.

11. Authorizing Document The appropriate authorizing document for the Contract will be a purchase order.

12. Invoice Requirements All invoices submitted to the State must include: (a) date; (b) SIGMA vendor number; (c) hours charged per activity; (d) description of the Contract Activities; (e) unit price; (g) vendor-generated invoice number and (h) total price.

13. Payment Methods The State will make payment for Contract Activities through EFT direct bank deposit.

14. Procedure Invoices must be submitted on a monthly basis to the MIO TAC Director via email or electronic submission.

15. Required Functionality Relating to Data Retention, Disposal, and Retrieval

14.1 The State has legal obligations to retain, dispose, and retrieve State Data along with obligations to manage and secure State Data. To meet these obligations, the Solution must allow the State to:

a) retain all data for the entire length of the Contract.

b) delete its data or request the deletion of its data, even data that may be stored offline or in backups.

c) transfer its data back to the State or to a new vendor or new solution.

d) transfer its data to the Archives of Michigan as may be required by a retention and disposal schedule.

e) retrieve data, even data that may be stored offline or in backups.

14.2 Except as otherwise stated in the Contract, Contractor will not dispose of, delete, or destroy State Data without the prior written approval of the State.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must review and explain how the data retention, disposal, and retrieval requirements will be met by the solution and describe its data management capabilities (storage limitations, duration, etc.). If the Solution does not allow the State to perform these activities itself, the bidder must explain how it will support the State’s compliance with these requirements.

Describe how you will comply with the requirement(s)

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Enter your Proposal Title/Description 1 Schedule A – Attachment 1 – Key Personnel

16. Key Personnel

a. The Contractor must appoint at least one individuals to act as Elective Pay Program Manager who will be directly responsible for the day-to-day operations of the Contract (“Key Personnel”). Key Personnel must be specifically assigned to the State account, be knowledgeable on the contractual requirements, and respond to State inquiries within 24 hours.

b. Contractor’s Key Personnel must be available either remotely or on location at agreed upon times and locations for special events and meetings during the following times: Monday – Friday 8:00am – 6:00pm.

c. The State has the right to recommend and approve in writing the initial assignment, as well as any proposed reassignment or replacement, of any Key Personnel. Before assigning an individual to any Key Personnel position, Contractor will notify the State of the proposed assignment, introduce the individual to the State’s Project Manager, and provide the State with a resume and any other information about the individual reasonably requested by the State. The State reserves the right to interview the individual before granting written approval. In the event the State finds a proposed individual unacceptable, the State will provide a written explanation including reasonable detail outlining the reasons for the rejection. The State may require a 30-calendar day training period for replacement personnel.

d. Contractor will not remove any Key Personnel from their assigned roles on this Contract without the prior written consent of the State. The Contractor’s removal of Key Personnel without the prior written consent of the State is an unauthorized removal (“Unauthorized Removal”). An Unauthorized Removal does not include replacing Key Personnel for reasons beyond the reasonable control of Contractor, including illness, disability, leave of absence, personal emergency circumstances, resignation, or for cause termination of the Key Personnel’s employment. Any Unauthorized Removal may be considered by the State to be a material breach of this Contract, in respect of which the State may elect to terminate this Contract for cause under the Termination for Cause section of the Standard Contract Terms. It is further acknowledged that an Unauthorized Removal will interfere with the timely and proper completion of this Contract, to the loss and damage of the State, and that it would be impracticable and extremely difficult to fix the actual damage sustained by the State as a result of any Unauthorized Removal. Therefore, Contractor and the State agree that in the case of any Unauthorized Removal in respect of which the State does not elect to exercise its rights under Termination for Cause, Contractor will issue to the State the corresponding credits set forth below (each, an “Unauthorized Removal Credit”):

e. The Contractor must identify the Key Personnel, indicate where they will be physically located, describe the functions they will perform, and provide current chronological résumés.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

i. Name and title of staff that will be designated as Key Personnel.

ii. Key Personnel years of experience in the current classification.

iii. Identify which of the required key personnel positions they are fulfilling.

iv. Key Personnel’s roles and responsibilities, as they relate to this RFP, if the Contractor is successful in being awarded the Contract. Descriptions of roles should be functional and not just by title.

v. Identify if each Key Personnel is a direct, subcontract, or contract employee.

vi. Identify if each Key Personnel staff member is employed full-time (FT), part-time (PT) or temporary (T), including consultants used for the purpose of providing information for the proposal.

vii. List each Key Personnel staff member’s length of employment or affiliation with the Contractor’s organization.

viii. Identify each Key Personnel’s percentage of work time devoted to this Contract.

ix. Identify where each Key Personnel staff member will be physically located (city and state) during the Contract performance.

f. The Contractor must provide detailed, chronological resumes of all proposed Key Personnel, including a description of their work experience relevant to their purposed role as it relates to the RFP.

g. Qualifications will be measured by education and experience with particular reference to experience on projects similar to that described in the RFP.

Bidder Response

Bidder must provide the resumes and information as required above – either in this response box or identified here as an attachment to this RFP labelled as required key staff attachments.

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