Affordable Housing Homeownership Lottery Agent Services

The Town of Nantucket, through the Affordable Housing Trust is inviting qualified responders to submit quotes for Affordable Housing Homeownership Lottery Agent Services.

This Request for Quotes is made in accordance with Massachusetts General Laws, Ch. 30B.

Background

The Town of Nantucket is located within the County of Nantucket. The Town functions under a Town Manager/Select Board form of government. The Select Board operates under a Charter and enacts policies intended to promote and enhance the general welfare of the Town. In addition to customary municipal operations, the Town operates a skilled nursing facility, a public school system, two wastewater treatment facilities, a housing department, and a solid waste facility.

The Town of Nantucket is located 30 miles off the south coast of Cape Cod. It was settled in 1659 and incorporated in 1671. The Town has an annual year-round population of approximately 18,000 and up to 65,000 seasonal residents. The island is 14 miles in length and 3 1/2 miles wide. Nantucket is comprised of residential, commercial, and large tracts of undeveloped land, including a state forest. Transportation routes include a busy airport, a thriving seaport, and a locally maintained road system which includes urban, suburban and rural road systems.

Project Details

• Reference ID: 2026-AHT-0324
• Department: Housing
• Department Head: Kristie Ferrantella (Director of Housing)

Important Dates

• Questions Due: 2026-04-08T18:00:00.000Z
• Answers Posted By: 2026-04-15T20:00:00.000Z

Addenda

• Addendum #1 (released 2026-04-15T18:36:31.285Z) —

  Please use the See What Changed link to view all the changes made by this addendum.

  Please acknowledge receipt of Addendum No. 1

Evaluation Criteria

• Terms of Service —

  Terms of Service

  The successful vendor shall perform services as necessary, to be completed on or before June 30, 2027.

  Description of Services:  The selected Lottery Agent will perform the following services:

  Application and Review Process

  • Conduct fair housing marketing to solicit applications;
  • Review applications for completeness and coordinate with applicants to obtain any missing items;
  • Provide guidance on required documentation, including proof of income, employment, and residency; and
  • Track applicant progress and follow up on missing information.

  Income Qualification

  • Verify income eligibility by reviewing applicants' financial documents, such as tax returns, pay stubs, and other relevant materials. Apply the Area Median Income (AMI) guidelines set by the U.S. Department of Housing and Urban Development (HUD).
  • Issue income quantification certifications for eligible applicants.
  • Maintain a database of approved applicants and provide periodic reports to the AHTF.

  Lottery

  • Conduct a lottery in adherence with fair housing requirements and guidelines.

  Deed Restriction

  • Assist the AHTF with preparing a permanent deed restriction; and
  • File deed restriction with the Nantucket County Registry of Deeds at closing.

  Reporting and Documentation

  • Maintain accurate records of all applicants, including applications, required documentation, and certifications.
  • Provide final report to the Town and the AHTF with breakdown of applications received, number of qualified applicants, and lottery process.

Submission Requirements

• TAX COMPLIANCE AND NON-COLLUSION FORM (required) —

  Please download the below documents, complete, and upload.  FAILURE TO SIGN AND UPLOAD BOTH FORMS WILL DISQUALIFY THE SUBMISSION PER MASSACHUSETTS GENERAL LAWS.

• REFERENCES (required) —

  Bidders must provide a minimum of three (3) customers for whom it provided similar services in the past three years. Reference information must include Name, Contact Person, Phone Number, Email Address and Date(s) of Service. 

• EXPERIENCE (required) —

  Does company have a minimum of five (5) years of experience in other Massachusetts Municipalities in providing the services required in the scope of services?

• AUTHORIZATION (required) —

  I certify that I have read, understood and agree to the terms in the solicitation, and that I am authorized to submit this response on behalf of my company.

• INSURANCE REQUIREMENT (required) —

  Workers' Compensation, covering the obligations of the CONTRACTOR in accordance with applicable Workers' Compensation or Benefits laws.

  Commercial General Liability Insurance on an occurrence basis with a combined single limit of not less than $1 million. Coverage is to include premises and operations, coverage for liability of subcontractors. The policy shall contain an endorsement stating that the aggregate limits will apply separately to the work being performed under this Agreement.

  Automobile Liability Insurance of not less than $1 million combined single limit covering owned, hired and non-hired vehicle use.

  Errors and Omissions Insurance of not less than $1 million per claim.

• Attach current insurance certificate (required)
• Signature Page from the Town's Contract (required) —

  Signature page from the Town's contract, signed by an authorized individual as a good faith statement that the Contractor is willing to enter into the Town's standard contract form.  Please see Sample Agreement in ATTACHMENT A.

• W9 Form Request —

  Please upload a completed W-9 Form if you have not worked with the Town of Nantucket in the past. The W-9 will be used to set up the Contractor as a Vendor for the Town of Nantucket. 

• Short Description of Scope (required) —

  Enter short description of the project scope

• Contract Start Date (required) —

  What is the contract start date?

• Contract End Date (required) —

  What is the contract end date?

• What is the contract term in years (required) —

  Enter "number text" (number)

• Is prevailing wage required for this project? (required)

Questions & Answers