Tax Advisory Services for ITC Elective Pay Filing Addendum_2 5-20-26.pdf

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Attached to
Tax Advisory Services for ITC Elective Pay Filing
Solicitation number
BD-26-1344-00126-00126-128896
Issued by
Norfolk County, Massachusetts

About this file

This is an Addendum to a Request for Proposals issued by the Town of Wellesley, Massachusetts for Tax Advisory Services related to Investment Tax Credit (ITC) Elective Pay Filing. The Town seeks qualified firms or individuals to provide professional tax advisory services for the federal Investment Tax Credit elective pay mechanism, specifically to pre-file for, file for, and receive elective pay for a Clean Electricity ITC (Section 48E) for three solar photovoltaic systems on Town of Wellesley property. Proposals must be submitted in physical form (mailed or hand-delivered) to Marybeth Martello, Ph.D., Sustainability Director, at Wellesley Town Hall, 525 Washington Street, 3rd Floor, Select Board Office Suite, Wellesley, MA 02482, with a deadline of noon on Thursday, May 28, 2026. The submission package should be labeled with the contract designation "TAX ADVISORY SERVICES FOR INFLATION REDUCTION ACT (IRA) INVESTMENT TAX CREDITS (ELECTIVE PAY) FOR THE TOWN OF WELLESLEY, MA, CONTRACT No. CAC-2026-1."

Submission requirements include one hard copy of the Non-Pricing Technical portion of the proposal with letter of transmittal, required forms, and resumes; a sealed envelope containing one hard copy of the Pricing Information portion; and two thumb drives with electronic copies of the Non-Pricing Technical portion. Pricing information must be kept sealed within the submission package to ensure an unbiased assessment of the technical proposal. The contact for questions is Marybeth Martello at mmartello@wellesleyma.gov.

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Text version

Climate Ac�on Department Town of Wellesley, Massachusets

ADDENDUM # 2

REQUEST FOR PROPOSALS

TAX ADVISORY SERVICES FOR ITC ELECTIVE PAY FILING

May 20, 2026

Contact: Marybeth Martello, mmartello@wellesleyma.gov

Ques�on:

Regarding the submission requirements, can the proposal be submited as either Paper Submissions OR Electronic Submissions or is it preferred for both?

Answer:

A proposal submital package must be mailed or delivered in person and adhere to the following instruc�ons or the proposal will not be considered:

1. The submital package should be labeled “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 addressed to:

Marybeth Martello, Ph.D.

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

2. The submital package must include all of the following items:

a. One (1) hard copy of the “Non-Pricing Technical” por�on of the proposal including any leter of transmital, required forms, and resumes

b. A sealed envelope containing one (1) hard copy of the “Pricing Informa�on” por�on of the proposal*

c. Two (2) thumb drives, each holding an electronic copy of the “Non-Pricing Technical” por�on of the proposal

3. Submital packages must be delivered to the Wellesley Town Hall Select Board Office no later than noon on Thursday, May 28, 2026.

*Please be careful to keep all pricing informa�on inside the sealed envelope within the submital package to allow for an unbiased assessment of the technical proposal.

mailto:mmartello@wellesleyma.gov

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