RFQ - Home Performance Contractor for Energy Assessment Services
| Location: | Massachusetts |
|---|---|
| Posted: | Jan 30, 2026 |
| Due: | Feb 12, 2026 |
| Agency: | Town of Acton |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 01/29/2026-1157 |
| Publication URL: | To access bid details, please log in. |
| Bid Number: |
01/29/2026-1157
|
| Bid Title: |
RFQ - Home Performance Contractor for Energy Assessment Services
|
| Category: | Bid Postings |
| Status: | Open |
|
Attachment Preview
Town of Acton Request for Qualifications
Home Performance Contractor for Energy
Assessment Services
1/29/26
Responses requested by 2/12/26
The Town of Acton Sustainability Office is in the midst of a three-year Community First
Partnership (CFP) cycle (2025-2027) designed to leverage their local knowledge,
trusted relationships, and experience and that of other local community-based
organizations to increase awareness and measurable participation in energy efficiency
offerings among all customers, with an emphasis on the following target groups:
● Renters and landlords
● Residents whose primary language is not English
● Low- and moderate-income residents (defined as less than 80% of state median
income)
The program’s overall goal is to increase participation levels in Mass Save energy
efficiency programs, specifically:
● residential weatherization (Wx)
● heating and cooling (HVAC)
● General electrification of home appliances
The Town of Acton Sustainability Office seeks a Home Performance Contractor (HPC)
to provide marketing support, customer intake and triage, and direct service related to
the ongoing campaign to promote and coordinate delivery of energy assessments,
weatherization and HVAC upgrades in 1-4 unit family residential buildings. We seek
vendors to leverage existing utility and state programs and create processes that
remove barriers to serve the following target populations:
● Renters and landlords
● Residents whose primary language is not English
● Low- and moderate-income residents (defined as those earning less than 80% of
state median income)
There will be no financial relationship between the Town of Acton and the HPC. It
is expected that all activity executed by the HPC on behalf of the program will be
funded through the HPC’s marketing budget with the assumption that the Town of
Acton Sustainability Office and its co-branding will increase the efficiency and
effectiveness of the HPC’s marketing spend and provide access to new sets of
customers.
Summary of requirements
❖ Must provide a phone number and landing page that can be customized and
modified as needed.
❖ Must have a field outreach team
❖ Must support multiple languages, namely, Spanish, Mandarin, and Portuguese
❖ Must be able to deliver assessments under LVI (low income or Income Eligible
program)
❖ Must have liability insurance and indemnification requirements as described
herein
❖ Must have history or experience partnering with cities and towns to drive
electrification and energy efficiency adoption
Scope of Work:
Task 1 - Marketing and Outreach:
Though residents will be allowed to access programs through any allowed pathway or
vendor, the Town of Acton will guide households to the selected HPC as the primary
entry point for moderate income and market rate energy assessments. The selected
HPC will have access to the logos and seals of the Town of Acton Sustainability Office
for approved uses in order to conduct co-branded marketing and outreach efforts. All
marketing pieces using the Town of Acton name, Town of Acton Sustainability Office
logo or seal or referencing the affiliation must be approved by the Town of Acton and
their designated representatives.
Marketing efforts might include:
● Field marketing through tabling at public events or door-to-door canvassing
● Direct mail via letters or postcards to Acton residents
● Digital advertising via search engines, social media, and online advertising
● Reverse 311 messages
● Print advertising
● Radio advertising
● Public displays such as banners or billboards
The Town of Acton will collaborate with the HPC on additional ideas to connect
residents with energy efficiency services, such as mobilizing volunteer resources to
support outreach efforts and introduce the HPC to key institutions in the city (e.g.,
houses of worship, neighborhood associations, community organizations), and
encouraging collaboration.
Through the combined impact of these marketing efforts, the campaign should exceed
the program’ goals of 636 home energy assessments, 176 weatherization installation,
120 HVAC jobs, and 83 moderate-income leads.
Task 2 - Customer Intake and Service Delivery:
The HPC should maintain a call center capable of handling inbound calls and making
outbound calls to interested residents identified by the communities’ campaign. The
HPC should have customized protocols for scheduling energy assessments for all
interested and qualified residents, including:
● Landlords of 1-4 unit buildings
○ With multiple properties
○ With mixed income tenants
● Renters in 1-4 unit buildings
● Non-English speaking customers in Acton
○ Mandarin
○ Spanish
● Low- and Moderate-income residents who are eligible for enhanced
weatherization incentives
In addition, HPC must have a streamlined process to refer unqualified residents to
appropriate programs / vendors including:
● Income-eligible customers
● Customers that live in buildings or associations with more than 4 units
● Customers that had program visits within 2 years and/or have completed all
eligible weatherization measures but are interested in or qualified for HVAC
upgrades
The HPC should design processes to deliver equitable service to all qualified customers
that may include:
● A process for renters who desire to benefit from the program, but do not want to
involve their landlord
● The ability to communicate and deliver service in languages other than English
including:
○ Appointment confirmation emails and calls or other pre-assessment
communications
○ Conducting virtual or in-person home energy assessments
○ Post-assessment communications, including contract follow up,
weatherization scheduling, HVAC referral
○ Weatherization installation
○ HVAC process (internally or through referrals)
● A process to refer customers to upgrade their HVAC systems that aligns with
program prioritization of heat pumps.
Task 3 - Data Sharing:
The selected HPC must share customer leads with the Community First Partner (CFP)
lead vendor as approved by the Mass Save Program Administrators. Customers must
be informed in advance that their contact information will be shared with the CFP lead
vendor.
In accordance with personal privacy requirements under G.L. c. 93H, § 2; 201 CMR
17.02 , the following data should not be collected and shared with the Town of Acton:
(a) Social Security number; (b) driver's license number or state-issued identification card
number; or (c) financial account number, or credit or debit card number, with or without
any required security code, access code, personal identification number or password,
that would permit access to a resident's financial account. Collecting this information
would trigger not only state privacy requirements, but also Acton’s own policy on the
same.
All In Energy staff or Town of Acton may follow up directly with customers to capture
their satisfaction with services, identify and remove barriers to accessing service, and/or
refer customers to additional Town of Acton programs.
Responses requested:
Town of Acton asks that interested HPCs answer the following questions to address the
above scope of work. HPCs should respond to this RFQ by 5PM ET, 2/12/26, by
emailing the Sustainability Office at sustainability@actonma.gov. Responses can be
recorded in a PDF attached via email.
Interviews via Zoom of interested HPCs may be conducted as part of the evaluation,
between 2/16-2/26.
Selection by the Town will be made by 2/27/2026.
The Town will weigh the responses to Task 1, Task 2, and Task 3 equally. The
responses will be evaluated for completeness: Highly Advantageous (complete
response to all questions); Advantageous (complete response to most questions); Non-
Advantageous (response to less than 50% of questions); Unacceptable (no responses).
Task 1 Marketing and Outreach:
Please describe in detail the co-branded marketing and outreach efforts you’d propose
in order to surpass Acton’s goal of 636 home energy assessments, 176 weatherization
installation, 120 HVAC jobs, and 83 moderate-income leads. In your response, please
describe:
1.1 Approximately how many completed home energy assessments would be
necessary to reach the goals
1.2 Your company’s capacity to schedule and deliver this many energy assessments
annually
1.3 The channels and methods you propose using as well as their frequency and
volume
1.4 How you would leverage the brands and communication channels of Acton in
your marketing efforts
1.5 How you would make your efforts focused on or at least inclusive of the target
populations of the campaign
Task 2 Customer Intake and Service Delivery:
2.1 Customer Intake: Please describe your intake process for identifying, serving, or
referring the following groups of leads who request your services in the field,
online or by calling your call center. Please include details on when in the
process you capture customer information and if and how these customers can
schedule their own appointments online:
2.1.1 Landlords of 1-4 unit buildings
2.1.1.1 With multiple properties
2.1.1.2 With mixed income tenants
2.1.2 Renters in 1-4 unit buildings
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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Bid Due: 12/31/2029
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