Project Information

Bid Title

RFQ - Home Performance Contractor for Energy Assessment Services

Issuing Agency

Town of Acton

Location

Massachusetts

Published Date

Jan 30, 2026

Closing Date

Feb 12, 2026

Government Level

State & Local

Status

Closed

Ref. #

01/29/2026-1157

Original Source

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Bid Documents

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Project Description

Bid Number:	01/29/2026-1157
Bid Title:	RFQ - Home Performance Contractor for Energy Assessment Services
Category:	Bid Postings
Status:	Open

Description: 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 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 For security reasons, you must enable JavaScript to view this E-mail address. . 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. Click Here to Download the Complete RFQ Publication Date/Time: 1/29/2026 9:00 AM Closing Date/Time: 2/12/2026 5:00 PM Related Documents: RFQ_HPC_Final

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

Commodity Codes

• NAICS 541330Engineering Services
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541690Other Scientific and Technical Consulting Services

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