A utility in California is seeking a vendor to provide an online rebate processing and energy efficiency platform for a three-year contract. The selected provider will be responsible for implementing automated workflows to manage energy efficiency program operations, encompassing the entire process from initial customer engagement to rebate fulfillment. The platform should facilitate digital customer enrollment in rebate and incentive programs while minimizing manual intervention, and must offer efficient tools for processing and verifying rebates and incentives. Integration with utility billing systems is required for real-time data synchronization and customer account management, as well as support for financing options where applicable. Comprehensive tracking and reporting features are necessary to monitor program performance, measure impacts, and ensure compliance with regulatory or funding requirements.

The project also calls for a robust online platform for digital customer engagement, with features designed to promote awareness, education, and participation in energy efficiency programs. Lead generation tools to boost enrollment and engagement are needed. Additionally, the vendor will be expected to deliver personalized digital home energy reports, utilizing advanced market segmentation techniques to tailor insights to individual customer profiles. Proactive outreach strategies based on usage data and segmentation should be implemented to increase customer engagement and conversion rates.