Request for Proposal Inflation Reduction Act of 2022 Tax Credit and Rebate Management Services

San Bernardino County's Finance and Administration Department has issued a Request for Proposal (RFP) seeking comprehensive Inflation Reduction Act of 2022 Tax Credit and Rebate Management Services. The county is looking for qualified proposers to assist in maximizing eligible direct-pay tax credit benefits for clean-energy, fleet, infrastructure, and facility modernization projects. Specific services include project eligibility assessment, compliance management, credit strategy and financial modeling, IRS pre-filing registration support, and claim preparation and filing support across county energy-related capital improvement projects. The primary project (No. 26-116) is valued at $64,997,347 and encompasses improvements at 14 county sites, including photovoltaic system installations, battery energy storage systems, energy efficiency upgrades, enhanced building controls, and electric vehicle charger installations. Proposals will be evaluated based on qualifications and experience (35%), technical review (35%), cost/revenue (20%), and references (10%). Key deadlines include a December 9, 2025 deadline for questions and a January 13, 2026 proposal submission deadline at 4:00 p.m., with a tentative contract award in February 2026 and a five-year contract term from March 1, 2026, to February 28, 2031.

The county will apply a five percent local preference in cost evaluation for vendors meeting specific criteria, including having their main office within San Bernardino County and employing at least 25 percent of full-time management and regular employees from local locations. Proposers must submit comprehensive insurance coverage, including general liability ($1,000,000 minimum), professional liability ($1,000,000 per claim), and cyber liability ($1,000,000 per occurrence), along with an indemnification affidavit. The contract is non-exclusive, allowing the county to enter into contracts with other contractors for similar services. All proposals must be submitted electronically through the county's ePro system and will be evaluated by an independent panel. Proposers are required to use Attachment E for cost proposals, utilizing hourly rates, with the understanding that the county will not pay overtime or holiday rates. The RFP allows for fixed-fee pricing for specific work elements such as Prevailing Wage & Apprenticeship analysis and Domestic Content analysis, provided these are clearly incorporated into the cost form.