A California agency is seeking a qualified vendor to provide a cloud-hosted, Salesforce-based utility rebate management system for its electric and environmental utilities. The system will serve as a turnkey solution for managing rebates, equipment tracking, workflow processes, and comprehensive reporting needs.

The proposed platform will facilitate the management of applications, approvals, and payments related to utility rebate programs. Primary objectives include enhancing reporting capabilities, streamlining staff workflows, and providing improved access for both customers and contractors. The electric utility delivers demand side management and distributed energy resource programs and oversees the review and tracking of customer-owned solar systems, batteries, generators, and other equipment connected to the city’s grid.

Vendors interested in this opportunity should ensure compatibility with Salesforce CRM and demonstrate experience in utility rebate program administration.