MH26-2 Tax Consulting for Clean Energy Tax Credits

The State of Utah Division of Purchasing is seeking tax consulting services for clean energy tax credits through a Request for Proposal (RFP) designated as MH26-2. The procurement aims to establish multiple contracts with vendors capable of providing comprehensive tax strategy and implementation support for clean energy projects, with a specific focus on Internal Revenue Code Sections 48, 48E, 45W, and 30C, and Elective Pay provisions under the Inflation Reduction Act of 2022. Required services include full end-to-end tax credit implementation, encompassing project eligibility assessment, energy project analysis, documentation preparation, compliance reporting, electronic tax filing, and IRS audit support. Evaluation criteria are structured with a technical proposal weighted at 80% (800 points maximum), including assessments of firm qualifications, service methodology, data security, and legal services, with a minimum technical score threshold of 480 points required. The proposal is due on January 9, 2026, with vendors required to guarantee pricing for one year and demonstrate expertise in clean energy tax credit consulting. To receive an award, vendors must achieve a combined technical and cost point total of at least 550 points.

The solicitation is open to various eligible users, including state government departments, institutions, agencies, political subdivisions (such as colleges, school districts, counties, and cities), nonprofit organizations, and authorized federal agencies. While no specific set-aside designations are mentioned, vendors must comply with anti-boycott provisions under Utah Code and certify non-engagement in economic boycotts. Technology solution providers must utilize existing State of Utah Division of Technology Services cloud accounts and comply with FedRAMP or GovRAMP security requirements, with contractors handling sensitive tax data required to achieve GovRAMP Core status within 12 months and GovRAMP Moderate Authorized status within 24 months. The contract will have a 12-year term with an administrative fee of 0.50 percent on all purchases. Pricing will be structured as a blended hourly rate and/or fixed fee per project, with no guaranteed sales volume specified. Vendors must maintain specific insurance requirements, including workers' compensation, commercial general liability, and cyber security coverage, with a minimum cyber security coverage of $5,000,000 aggregate for Software as a Service offerings.