RFP Tax Advisory Services for ITC Elective Pay Filing 3.24.26~1.pdf

Request for Proposals (RFP) Tax Advisory Services for Infla�on Reduc�on Act (IRA) Investment Tax Credits (Elec�ve Pay) for the

Town of Wellesley, Massachusets

Issue Date: Tuesday, March 24, 2026 Proposals Due: Tuesday, April 14, 2026 at 3:00 p.m.

Issuing Authority: Town of Wellesley, Massachusets

Procurement statute: MGL 30B CONTRACT No. CAC-2026-1

Introduc�on

The Town of Wellesley, Massachusets (the “Town”) ac�ng through its Select Board Office, Finance Department, and Climate Ac�on Department is solici�ng sealed proposals from qualified firms or individuals to provide professional Tax Advisory services related to the federal Investment Tax Credit (ITC) elec�ve pay mechanism (elec�ve pay) under Sec�on 6417 of the Internal Revenue Code, as enacted by the Infla�on Reduc�on Act of 2022. The purpose of this project is to successfully pre-file for, file for, and receive elec�ve pay for a Clean Electricity (Sec�on 48E) ITC for three (3) solar photovoltaic (PV) systems on Town of Wellesley property.

An Award, if any, will be made to the responsible and responsive proposer determined to be the most advantageous to the Town, taking into considera�on non-price and price criteria as set forth herein.

Project Goals

The Tax Advisor will work with Town staff and the Town’s design and construc�on contractor(s) to pre-file for, file for, and receive elec�ve pay for three (3) roo�op solar photovoltaic (PV) systems on Hardy Elementary School (Hardy School), Hunnewell Elementary School (Hunnewell School), and the Recycling and Disposal Facility administra�ve building (RDF), respec�vely. In pursuing these outcomes the Tax Advisor will:

A. Successfully pre-file and file for elec�ve pay. In filing the Tax Advisor will:

a. Ensure that each of the solar PV systems is eligible for elec�ve pay and iden�fy eligibility risks associated with design, procurement, and construc�on. Recommend and implement �mely mi�ga�on strategies to avoid these risks.

b. Iden�fy start-of-construc�on dates for each of the three (3) solar PV systems. Evaluate and, if possible, establish a start-of-construc�on date prior to December 31, 2025, for the Hardy and Hunnewell school solar PV systems.

c. Demonstrate compliance with the elec�ve pay con�nuous progress requirement for all three (3) solar PV systems.

d. Seek a domes�c content bonus for each solar PV system, as appropriate.

e. Avoid, minimize, and mi�gate foreign en�ty of concern (FEOC) and prohibited foreign en�ty (PFE) risks to the maximum extent permited by law

f. Perform a final cost analysis to determine and maximize all costs for the school and RDF systems eligible for the elec�ve pay amount to be included in the final elec�ve pay filings.

B. Assist the Town in preparing for a poten�al elec�ve-pay-related audit.

Project Background and Status

The Town plans to construct three (3) roo�op solar PV systems on Town-owned municipal buildings. As of the issuance of this RFP:

1) One (1) roo�op solar PV system is planned for Hardy School. Building construc�on took place from 2023 to 2024, without installa�on of solar PV.

a. Solar capacity: 430 kW DC

b. Es�mated total project cost: $2,456,608.75

2) One (1) roo�op solar PV system is planned for the Hunnewell School. Building construc�on took place from 2022 to 2024 without installa�on of solar PV.

a. Solar capacity: 374 kW DC

b. Estimated total project cost: $2,182,629.75

3) One (1) roo�op solar PV system is planned for the RDF building. Building construc�on is underway and solar PV construc�on is planned for mid-summer 2026 with opera�on commencing in December.

a. Solar capacity: 46 kW DC

b. Es�mated construc�on cost: $40,000

During planning for the two new elementary schools, there was a decision to postpone the solar installa�ons un�l a�er school building construc�on was complete. System costs were high and elec�ve pay and grant opportuni�es were not available. The Wellesley Municipal Light Plant (WMLP) offered to coordinate solar installa�on with a Power Purchase Agreement (PPA) for solar PV on the roof of each school. The WMLP’s atempt to establish a PPA failed due to unfavorable contract terms. The Town seeks the following external funding for the two school solar PV systems:

• A Climate Leader Communi�es Decarboniza�on Accelerator Grant for up to $1 million from the Massachusets Department of Energy Resources; and

• ITC funding via elec�ve pay.

The Town seeks the following external funding for the RDF solar PV system:

• ITC funding via elec�ve pay.

The Hardy, Hunnewell, and RDF solar PV systems schedules will proceed as follows:

• Hunnewell School and Hardy School solar PV o Feb.–Aug. 2026: Planning/Design o Aug.–Dec. 2026: Documents issued to the Hardy and Hunnewell construc�on managers, respec�vely, for pricing as a change order o Dec. 2026 – May 2027: Submitals and material procurement o May 2027: Construc�on start o Oct. 2027: Construc�on end o Nov. 2027: Commissioning o Dec. 2027: Interconnec�on

• RDF solar PV o Jun.–Aug. 2026: Construc�on o Sept.–Oct. 2026: Commissioning o Nov. 2026: Interconnec�on

The Town will own all three solar PV systems and expects to be eligible to seek elec�ve pay as a tax-exempt government en�ty.

The Town intends to engage a Tax Advisor early in the project schedule for the two schools to inform design, procurement, contrac�ng, and construc�on decisions that may affect eligibility, credit amount, and compliance with IRA requirements.

Available Informa�on

The Town will make available informa�on regarding the school and RDF solar PV systems, including feasibility, design, budget, procurement, and construc�on studies, reports, and correspondence as may be necessary for the Tax Advisor’s successful comple�on of this project.

Project Expecta�ons

The Proposer is encouraged to suggest revisions to Project Expecta�ons in their proposal if they have sugges�ons that could improve the poten�al for mee�ng project objec�ves.

The selected Tax Advisor shall perform professional advisory tasks for the three abovemen�oned solar PV systems. Task A and B begin with mee�ng logis�cs, project review, and eligibility determina�ons.

Tasks C through E are relevant only to solar PV systems deemed eligible under Task B.

Task A. Mee�ngs

1. Meet with the Town’s Project Team to officially ini�ate the Project. This will be an opportunity to share updates on the Project status.

2. Meet with the Town Representa�ve every two weeks un�l finaliza�on of procurement plans for the two school projects. Meet as needed a�er procurement plans are complete.

3. Provide mee�ng minutes, ac�on items, and decision memoranda within 2 days a�er each mee�ng.

Task B. Ini�al Project Review

1. Through document review and interviews with Town staff, establish a thorough understanding of the Hardy School, Hunnewell School, and RDF solar PV system histories and plans, including procurement approaches and an�cipated contracts.

2. Establish eligibility of each project for the investment tax credit.

3. Through Tasks C-G, iden�fy eligibility risks associated with system design, procurement, and/or contrac�ng and recommend �mely mi�ga�on strategies for avoiding these risks.

Task C. Start-of-Construc�on Analysis

1. Advise the Town regarding elec�ve pay “beginning-of-construc�on” or “start-of-construc�on” rules applicable to solar PV systems.

2. For the Hardy School and Hunnewell School solar PV systems, present specific, legally defensible pathways for establishing a start-of-construc�on date prior to December 31, 2025, consistent with IRS guidance.

3. Determine the RDF solar PV system’s start-of-construc�on date.

4. Iden�fy documenta�on necessary to substan�ate start-of-construc�on dates for school and

RDF elec�ve pay filings.

5. Produce a memorandum for the Town detailing the start-of-construc�on and con�nuous progress strategies (see Task D5) and for the school and RDF systems. The memorandum shall include the documenta�on plans and templates from Tasks C4 and D4.

Task D. Con�nuous Progress Analysis

1. Advise the Town regarding con�nuous progress requirements applicable to the planned solar

PV systems.

2. For the Hardy School and Hunnewell School solar PV systems, evaluate poten�al pathways for establishing con�nuous progress consistent with IRS guidance.

3. Determine a strategy for establishing con�nuous progress of the RDF solar PV.

4. Provide a detailed documenta�on plan and monthly evidence collec�on schedule along with documenta�on templates, contractor repor�ng forms, and/or checklists to ensure that contractors and subcontractors supply evidence necessary to demonstrate con�nuous progress.

5. Produce a memorandum for the Town detailing the start-of-construc�on (see Task C5 above) and con�nuous progress strategies for the school and RDF systems. The memorandum shall include the documenta�on plans and templates from Tasks C4 and D4.

Task E. Foreign En�ty of Concern (FEOC)/ Prohibited Foreign En�ty (PFE) Compliance

1. Assess the applicability of FEOC/PFE restric�ons to the planned school and RDF systems, including en�ty-level, payment, and material-sourcing rules.

2. Advise the Town on procurement, contrac�ng, and documenta�on prac�ces to avoid, minimize, or mi�gate FEOC/PFE risks to the maximum extent permited by law.

3. Provide a detailed documenta�on plan and monthly evidence collec�on schedule along with documenta�on templates, contractor repor�ng forms, and/or checklists to ensure that contractors and subcontractors supply evidence necessary to demonstrate compliance with FEOC/PFE restric�ons.

4. Produce a memorandum to the Town detailing the strategies to comply with FEOC/PFE restric�ons and to qualify for the domes�c content bonus (see Task F6) as applicable for each planned solar PV system. The memorandum shall include the documenta�on plans and templates from Tasks E3 and F5.

Task F. Domes�c Content Bonus Analysis

1. Assess the possibility, costs, and benefits to the Town of qualifying for the elec�ve pay domes�c content bonus.

2. Advise the Town on whether it should pursue the domes�c content bonus for the school and

RDF systems.

3. Dra� language on domes�c content requirements to be included in the construc�on contract documents.

4. Review related documents to ensure that the Town is in the best posi�on to qualify for the domes�c content bonus. Ac�vi�es may include reviewing equipment proposals to iden�fy how equipment packages should be subdivided into components or subcomponents, commen�ng on domes�c content language, and suppor�ng the Town in answering domes�c content ques�ons during bidding and construc�on phases.

5. Provide a detailed documenta�on plan and monthly evidence collec�on schedule along with documenta�on templates, contractor repor�ng forms, and/or checklists to ensure that contractors and subcontractors supply evidence necessary to demonstrate eligibility for the domes�c content bonus.

6. Produce a memorandum to the Town detailing the strategies to qualify for the domes�c content bonus and to comply with FEOC/PFE restric�ons (see Task E4) as applicable for each planned solar PV system. The memorandum shall include the documenta�on plans and templates from Tasks E3 and F5.

Task G. Cost Eligibility Analysis

1. Provide an es�mate of the approximate elec�ve pay amount the Town is expected to receive for each project.

2. Provide a detailed documenta�on plan and monthly evidence collec�on schedule along with documenta�on templates, contractor repor�ng forms, and/or checklists to ensure that contractors and subcontractors supply sufficient informa�on for the Tax Advisor to complete the analysis. Clarity on the cost informa�on is necessary so that the Town can include this as a requirement in the contract documents. The Town will work with the Tax Advisor to clarify technical ques�ons about the eligible property and relay cost documenta�on from the Contractor.

3. Produce a memorandum to the Town detailing cost eligibility informa�on the Town needs to request from contractors and subcontractors. The memorandum shall include documenta�on from Task G2.

4. Provide a final cost eligibility analysis to determine and maximize all costs for the school and RDF systems eligible for elec�ve pay and the tax credit amount to be included in the final elec�ve pay filings.

Task H. IRS Pre-Filing Registra�on and Filing

1. Develop a pre-filing and filing plan and �meline aligned with system comple�on and Town fiscal processes.

2. Prepare all required federal forms, elec�ons, statements, and suppor�ng documenta�on for the elec�ve payment claim.

3. Carry out required IRS pre-filing registra�on for elec�ve payment on behalf of the Town.

4. Complete filing forms.

5. Complete filing for elec�ve payment on behalf of the Town.

Task I. Post-Filing and Audit Support

1. Advise the Town on record reten�on and other prac�ces to support compliance with a poten�al future audit, inquiry, or informa�on request related to the elec�ve pay filing or payment.

2. Advise the Town in the event of an IRS audit, inquiry, or informa�on request related to the elec�ve pay filing or payment. Assist the Town with responses and documenta�on.

Deliverables Summary At a minimum, the Tax Advisor will provide the following.

1. Mee�ng minutes, ac�on items, and decision memoranda within 2 days a�er each mee�ng

2. Writen memoranda addressing:

a. Start-of-construc�on and con�nuous progress strategies including documenta�on (Tasks C4-5 and D4-5)

b. FEOC/PFE restric�ons and domes�c content bonus analyses including documenta�on (Tasks E3-4 and F5-6), as applicable to each planned solar PV system

c. Cost eligibility informa�on the Town should request from contractors and subcontractors including documenta�on (Tasks G1-3)

d. Pre-filing/filing plan and �meline (Task H1)

e. Audit readiness and recordkeeping guidance (Task I1)

3. Review and/or prepara�on of elec�ve pay filing materials for each eligible solar PV system

4. Final cost eligibility analyses for each planned solar PV system (Task G4)

5. IRS pre-filing registra�on for elec�ve payment on behalf of the Town for each eligible solar PV system

6. Complete forms and file for elec�ve payment on behalf of the Town

7. Elec�ve pay filing(s)

8. Provide an organized digital file repository for all documenta�on needed to support the elec�ve pay filing(s)

9. Advise and assist the Town in the event of an IRS audit, inquiry, or informa�on request related to the elec�ve pay filing(s)

Town Representa�ve

The Town Representa�ve for this engagement will be Marybeth Martello, Ph.D., Sustainability Director, 525 Washington Street, Wellesley, MA 02482. Ques�ons or comments regarding this RFP may be directed to her at telephone: (781) 431-1019, ext. 2229 or via E-mail mmartello@wellesleyma.gov.

Selec�on Schedule

Ques�ons should be submited to Marybeth Martello at mmartello@wellesleyma.gov. Answers to ques�ons received will be posted by 3:00 p.m. on Wednesday, April 8, 2026.

The Town an�cipates reviewing submissions and making an award in April 2026. A Contract for the Project will follow soon a�er and a No�ce to Proceed should be issued to the selected Tax Advisor in May 2026.

The selected Tax Advisor should commence work within one week of receipt of a No�ce to Proceed.

Project Schedule

This project will need to commence as soon as possible and be completed at the end of the tax filing period in 2028. Sub tasks should be completed by the dates listed below.

• Mid-may 2026 (one week a�er receipt of a No�ce to Proceed): Project kick-off mee�ng

• End of May 2026: Ini�al Project Review

• Mid-June 2026: Start-of-construc�on and Con�nuous Progress Analyses and Memorandum

• End of June 2026: FEOC/PFE and Domes�c Content Analyses and Memorandum

• July 2026: Cost eligibility analysis Task G1-G3

• August/September 2026: Pre-filing and filing plan mailto:mmartello@wellesleyma.gov

• May 2026-May 2028: Ongoing collec�on and organiza�on of documenta�on to support pre-filing and filing for tax credit

• January-February 2027: Final Cost Eligibility Analysis (Task G4) for RDF system

• January-February 2027: Prepare and submit all required forms to pre-register the RDF system for elec�ve payment on behalf of the Town

• February-May 2027: Prepare and submit all required forms to file for elec�ve payment for the

RDF system on behalf of the Town

• May 2027: Provide a complete and organized digital file system with all suppor�ng documents and submited forms for the pre-registra�on and tax filing for the RDF system

• May 2027 onward, as needed: Provide audit support if necessary for the RDF system (Task I)

• January-February 2028: Final Cost Eligibility Analyses (Task G4)

• January-February 2028: Prepare and submit all required forms to pre-register qualified proper�es for elec�ve payment on behalf of the Town

• February-May 2028: Prepare and submit all required forms to file for elec�ve payment for qualified proper�es on behalf of the Town

• May 2028: Provide a complete and organized digital file system with all suppor�ng documents and submited forms for the pre-registra�on and tax filing

• May 2028 onward, as needed: Provide audit support if necessary (Task I)

Contract Terms

• The an�cipated contract term is [April 2026 through April 2028] with no obliga�on for renewal unless authorized by the Town.

• The contract shall include a not-to-exceed amount.

• Payment shall be subject to appropria�on.

• The Proposer shall comply with all applicable federal, state, and local laws.

• The selected firm shall maintain, at minimum, Professional Liability (Errors & Omissions) coverage of $2,000,000 per claim / $4,000,000 aggregate, General Liability coverage, and Cyber/Privacy coverage appropriate to the handling of confiden�al data. Evidence of insurance shall be provided upon contract execu�on.

Technical Proposal - Contents, Requirements and Order of Presenta�on of Proposal Submission

Proposals must include a cover leter, including an introduc�on to the firm, as well as the name, telephone numbers, and email address of the primary contact for the project.

Proposals must also include writen responses to all requirements of this RFP in the order of the items listed below. Any addi�onal informa�on deemed relevant by the Proposer but not applicable to the categories listed below should be added a�er the items listed below.

A. STATEMENT OF PROJECT REQUIREMENTS

State in succinct terms the Proposer’s understanding of what is required by this Request for Proposals.

B. SCOPE OF SERVICES

Describe in narra�ve form the Proposer’s approach and plan for accomplishing the work listed herein.

Provide an outline of the tenta�ve schedule for comple�on of tasks (�meline) as presented in the firm/team's approach to the scope of services.

C. PROPOSED COMMUNICATION PLAN

Provide a descrip�on and �meline of mee�ngs.

D. PROJECT TEAM

Include resumes for all professional members of the Proposer's and subcontractor's (if any) team and iden�fy the person(s) who will be the Project Manager with ul�mate responsibility for the work. Team members must be available throughout the dura�on of the project or task. The proposal should specify the company’s specific office from which the work will be performed. No change in personnel shall be affected by the Proposer without the express writen consent of the Town.

E. SIMILAR EXPERIENCE

Provide details of experience and past performance of the Proposer and members of its team on comparable work for municipal or government en��es. This sec�on should cover, at a minimum, the substan�ve nature of comparable engagements, the experience of team members in working successfully in maters of similar complexity, and the record of the members of the Proposer's team for �mely performance. Proposers are requested to give sufficient informa�on about their experience to permit the Town to understand and verify the exact nature of the Proposer’s contribu�on to other projects and en��es.

F. COMPETING COMMITMENTS

Discuss how adequate and �mely aten�on to this engagement will be assured. The Proposer should describe its overall capability and provide assurances that it can meet its commitment to successfully complete any and all aspects of the project. Assume the project will begin in April of 2026.

G. FINANCIAL CAPACITY

Provide the firm's latest financial statement, including its opera�ng statement and balance sheet. They will be helpful in assessing the ability of the firm to meet the contract requirements.

H. REFERENCES

Provide a minimum of three references of people who can substan�ate the Proposer’s summary of qualifica�ons and experience relevant to this project. Include the name, �tle and telephone number, project name and project descrip�on that are generally similar to this project.

I. PRICE PROPOSAL

The Proposer shall complete, sign, and date the Price Proposal Form and enclose it in a separate, sealed Price Proposal envelope. The Price Proposal Form shall include costs of work iden�fied and shall report costs for the Hardy, Hunnewell, and RDF solar PV systems separately.

The Price Proposal form should indicate that the price proposal will be valid for 90 days.

Minimum Qualifica�ons

At a minimum, the proposer must meet the following requirements:

1. The proposer must have at least three (3) years of experience in providing tax credit filing assistance for commercial and/or municipal en��es.

2. Successful filing of at least one (1) municipal solar PV project within the last two (2) years.

Rule for Award

Any agreement that results from this Request for Proposals shall be awarded to the responsive and responsible Proposer submi�ng the proposal considered most advantageous, taking into considera�on all evalua�on criteria set forth in this RFP. The Town reserves the exclusive right to select or reject the individual(s) or firm(s) that it deems to be in its best interest to do so. The Town reserves the right to request addi�onal informa�on, conduct interviews, and seek clarifica�on from any proposer as part of the evalua�on process.

The selec�on of Tax Advisor(s) to accomplish this Project will be based on the following criteria:

A weighted scoring rubric shall be applied as follows:

• Technical Approach — 25%

• Municipal Elec�ve Pay Experience — 25%

• Domes�c Content & FEOC/PFE Compliance Execu�on — 15%

• Staffing & Schedule Capacity — 15%

• References — 10%

• Price — 10%

• Understanding of the Project Goals, including the work involved in comple�ng the Project and the overall responsiveness of the proposal.

Highly Advantageous: A proposal will be considered highly advantageous if it demonstrates a high level of understanding of the Project requirements; clearly defines the technical and management approach;

and demonstrates an excellent understanding and ability to carry the Project to successful comple�on, on �me and within the proposed budget.

Advantageous: A proposal will be considered advantageous if the Proposer demonstrates a good understanding of the Project requirements; defines the technical and management approach; and demonstrates a good understanding of and ability to carry the Project to successful comple�on, on �me and within the proposed budget.

Unsatisfactory: A proposal will be considered non-advantageous if the Proposer does not clearly demonstrate an understanding of the Project requirements; does not clearly define the technical and management approach; and minimally demonstrates an understanding and ability to carry the Project to successful comple�on, on �me and within the proposed budget.

• Quality of the Proposer’s technical approach to the Project; as well as the demonstrated ability to maintain schedule, control cost, and interact effec�vely with the Town staff.

Highly Advantageous: A proposal will be considered highly advantageous if the Proposer provides proof of at least ten (10) years of experience with projects similar in scope and content. The Proposer has extensive direct relevant experience, knowledge, and qualifica�ons for this type of project, and the references are superior.

Advantageous: A proposal will be considered advantageous if proof is shown that the Proposer has at least eight (8) years of experience with projects similar in scope to these specifica�ons.

The Proposer has good direct relevant experience, knowledge, and qualifica�ons for this type of project, and the references are sa�sfactory.

Unsatisfactory: A proposal will be considered not advantageous if the Proposer can only show proof that the Proposer has less than (8) years of experience with a project similar in scope to these specifica�ons.

The Proposer has minimal direct relevant experience, knowledge, and qualifica�ons for this type of project, and the references are unsa�sfactory.

• The quality and depth of the experience and exper�se of the individual(s) who will do this work in providing similar successful assistance in other projects of this nature, with a par�cular focus on experience:

Advising tax-exempt or governmental en��es on claiming the ITC through elec�ve pay pursuant to IRC §6417.

Advising municipal governmental en��es on claiming elec�ve pay for roo�op solar installa�ons on public buildings.

Highly Advantageous: A proposal will be considered highly advantageous if the key persons for this Project each has at least ten (10) years of highly relevant experience providing tax advisory services related to federal renewable energy tax credits and has, since 2023, advised municipal governmental en��es on claiming the ITC through elec�ve pay pursuant to IRC §6417 for roo�op solar PV systems on public buildings. Personnel assigned to this Project have extensive direct relevant experience, educa�on, knowledge, and qualifica�ons for this type of project and projects requiring analysis and strategic ac�on to achieve the most favorable, legal outcomes regarding project eligibility, credit atainment, and compliance obliga�ons.

Advantageous: A proposal will be considered advantageous if the key persons for this Project each has at least five (5) years of relevant experience in providing tax advisory services related to federal renewable energy tax credits and has, since 2023, advised tax-exempt or governmental en��es on claiming the

ITC through elec�ve pay pursuant to IRC §6417. Personnel assigned to this Project have significant direct relevant experience, educa�on, knowledge, and qualifica�ons for this type of project and projects requiring analysis and strategic ac�on to achieve the most favorable, legal outcomes regarding project eligibility, credit atainment, and compliance obliga�ons.

Unsatisfactory: A proposal will be considered not advantageous if the key persons for this Project each has less than five (5) years of relevant experience in providing tax advisory services related to federal renewable energy tax credits and has limited experience advising tax-exempt or governmental en��es on claiming the ITC through elec�ve pay pursuant to IRC §6417. Personnel assigned to this Project have some or no direct relevant experience, educa�on, knowledge, and qualifica�ons for this type of project and projects requiring analysis and strategic ac�on to achieve the most favorable, legal outcomes regarding project eligibility, credit atainment, and compliance obliga�ons.

• Resourcefulness and crea�vity in project approach, including, for example, in iden�fying legally defensible strategies for establishing start-of-construc�on dates for each of the three (3) solar PV systems that maximize elec�ve pay benefits and minimize restric�ons.

Highly Advantageous: A proposal will be considered highly advantageous if the Proposer can demonstrate a high level of resourcefulness and crea�vity in its strategies to maximize elec�ve pay benefits and minimize restric�ons.

Advantageous: A proposal will be considered advantageous if the Proposer can demonstrate resourcefulness and crea�vity in its strategies to maximize elec�ve pay benefits and minimize restric�ons.

Unsatisfactory: A proposal will be considered unsa�sfactory if the Proposer cannot demonstrate resourcefulness and crea�vity in its strategies to maximize elec�ve pay benefits and minimize restric�ons.

• Capacity to commit to the Project’s development and to complete the required services to meet

Town’s deadlines.

Highly Advantageous: The Proposer has clearly shown that it understands the Project schedule and has ample staffing available to meet the Project schedule.

Advantageous: The Proposer has shown somewhat that it understands the Project schedule and has adequate staffing available to meet the Project schedule.

Unsatisfactory: The Proposer does not demonstrate understanding of the Project schedule or adequate staffing available to meet the Project schedule.

• Results of reference checks.

Ownership of Informa�on Provided

All informa�on provided by the Town and all material developed for this assignment shall be returned to and become the property of the Town before final payment is made to the Proposer and will not be used by the Proposer for other purposes, or released to others, without writen permission of the Town.

Other Requirements

The Town reserves the right to reject any and all proposals, to waive any requirements of this Request for Proposals, request addi�onal or clarifying informa�on to modify or amend with the consent of the Proposer any proposal including but not limited to team members, and to nego�ate the costs, fees, and/or terms of any agreement (contract) deemed by the Town to be in its best interest. In addi�on:

• This RFP does not obligate the Town to award a contract or to pay costs incurred in proposal prepara�on.

• The selected Proposer will be required to submit a Cer�ficate of Non-Collusion, W-9, and any other documents required by the Town.

• The Town reserves the right to request interviews and presenta�ons for some or all of the Tax Advisors submi�ng proposals.

• The Town is not and will not be liable for any cost(s) incurred by RFP candidates in the prepara�on of responses to this RFP.

Proposal Submission

Paper Submissions One (1) paper copy of the non-pricing technical informa�on (including forms) and pricing informa�on shall be provided separately in two (2) sealed envelopes, marked:

Envelope 1: “Non-Pricing Technical Informa�on” (please include all forms in this envelope) and

Envelope 2: “Pricing Informa�on”

Electronic Submissions Three (3) electronic copies of the non-pricing technical informa�on (with forms) shall be submited on three (3) thumb drives.

Deadline The proposal must be received no later than 3:00 p.m., on April 14, 2026, and shall be submited to:

Marybeth Martello, Ph.D.

Sustainability Director Wellesley Town Hall 525 Washington Street 3rd Floor, Select Board Office Suite Wellesley, MA 02482

Delivery of proposals to any other office or loca�on, other than the address indicated, will not cons�tute receipt.

The submital package should be marked “Tax Advisory Services for Infla�on Reduc�on Act (IRA) Investment Tax Credits (Elec�ve Pay) for the Town of Wellesley, MA, CONTRACT No. CAC-2026-1” and shall include separate por�ons:

1. The “Non-Pricing Technical” por�on of the proposal, including any leter of transmital, required forms, and resumes

2. The “Pricing Informa�on” por�on of the proposal

Please be brief and concise. All leters of transmital shall be just that and do not contain the specific content of the proposal.

Failure to comply with these addi�onal guidelines may cause the proposal to be eliminated from considera�on by the Town of Wellesley.

Selec�on Process

The Selec�on Commitee shall include senior management staff from the following departments:

Climate Ac�on, Finance, Facili�es Management, Public Works, Municipal Light Plant, and Schools.

Ownership of Informa�on Provided

All proposals become the property of the Town of Wellesley and are subject to disclosures as required by Massachusets General Laws and the regula�ons of the Town of Wellesley.

Forms

The following forms shall be submited as part of the Non-Pricing Technical por�on of the proposal.

• Cer�ficate of non-collusion

• Tax Cer�fica�on

• Cer�ficate of Authority

PRICE PROPOSAL FORM

Tax Advisory Services for Infla�on Reduc�on Act (IRA) Investment Tax Credits (Elec�ve Pay)

Town of Wellesley, Massachusets

Name of Firm

Please indicate the pricing policy of your firm by comple�ng either the Policy A OR Policy B sec�on below.

Please complete a total of three price proposals, one each for Hardy School, Hunnewell School, and the

RDF.

Pricing Policy A: Billing commences prior to elec�ve pay filing

Policy A Price for Hardy School project $ Policy A Price for Hunnewell School project $ Policy A Price for RDF project $

Please atach es�mated budget and breakdown of costs indica�ng approximate �meline and services provided.

Pricing Policy B: Billing commences if and when client receives elec�ve pay

Total cost = ____ percentage of elec�ve pay received by client

Policy B Price for Hardy School project $ Policy B Price for Hunnewell School project $ Policy B Price for RDF project $

Print Name

Title

Signed

Date

CERTIFICATE OF NON-COLLUSION

By submission of this bid or proposal, the undersigned cer�fies that:

1. This bid or proposal has been independently arrived at without collusion with any other bidder, compe�tor, or poten�al compe�tor; and

2. This bid or proposal has not been knowingly disclosed prior to the opening of bids or proposals for this project, or any other bidder, compe�tor, or poten�al compe�tor; and

3. No atempt has been or will be made to induce any other person, business, partnership, corpora�on, union, commitee, club, or other organiza�on, en�ty, or group of individuals to submit or not submit a bid or proposal; and

4. The person signing this bid or proposal cer�fies that he has fully informed himself regarding the accuracy of the statements contained in this cer�fica�on, under penal�es of perjury, affirms the truth thereof, such penal�es being applicable to the bidder, as well as to the person(s) signing in its behalf.

(Signature of Person(s) Submi�ng Bid or Proposal)

(Name of Person(s) Submi�ng Bid or Proposal) Title

(Name of Business)

(Date)

COMMONWEALTH OF MASSACHUSETTS

TAX CERTIFICATION

I cer�fy, under penal�es of perjury, that the below men�oned firm or person, to the best of my knowledge and belief, has complied with all the laws of the Commonwealth rela�ng to taxes, repor�ng of employees and contractors, and withholding and remi�ng of child support.

NAME/FIRM: _________________________________________________________

ADDRESS: _______________________________________________

TELEPHONE: ____________________ DATE: __________________

SIGNATURE OF AUTHORIZED OFFICIAL:___________________________

TITLE: _________________________________________________

SOCIAL SECURITY # OR FEDERAL IDENTIFICATION #:______________

Approval of a contract, or other agreement, will not be granted unless this cer�fica�on form is signed by the applicant.

Your Social Security number or Federal Iden�fica�on number will be furnished to the Massachusets Department of Revenue (DOR) to determine whether you have met tax filing or tax payment obliga�ons.

The Town is required to furnish a list to the DOR at the end of its fiscal year, showing the vendors to whom more than $5,000 is paid during the 12 months ending June 30th. Providers who fail to correct their non-filing or delinquency, will not have a contract or other agreement issued, renewed, or extended. This request is made under the authority of Massachusets General Laws, Chapter 62C, Sec�on 49A.

CERTIFICATE OF AUTHORITY

MEETING OF BOARD OF DIRECTORS

At a mee�ng of the Directors of the Duly called and held at On the day of 2021, at which a quorum was present and ac�ng, it was:

Voted, that the of this Corpora�on is hereby authorized and empowered to make, enter into, sign, seal and deliver, in behalf of this Corpora�on a Contract for with the Town of Wellesley, and performance and payment bonds (each in the full amount of the Contract) in connec�on with such Contract.

I do hereby cer�fy that the above is a true and correct copy of the record, that said vote has not been amended or repealed and is in full force and effect as of this date, and that is duly elected of this Corpora�on.

(Clerk or Secretary of the Corpora�on)

(Affix Corporate Seal)

THIS FORM IS VOID AND WITHOUT LEGAL EFFECT IF ALTERED IN ANY WAY.