California eProcure #CAEATFA04-26

Trustee Services for California Hub for Energy Efficiency Financing (CHEEF) Programs

The California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA) is seeking a qualified Trustee firm to manage funds for the California Hub for Energy Efficiency Financing (CHEEF) Programs. - Government Buyer: - California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA), State of California - Services Requested: - Trustee services for CHEEF energy efficiency financing programs - Fund holding, disbursement, investment, and management - Monthly and annual reporting - Electronic account access for unlimited, on-demand viewing - Establish and maintain multiple accounts for loss reserve, interest rate buy down, and lender funders - Process payments, transfers, and claims per CAEATFA instructions - Contract Details: - Three-year term (2027-2029) - Maximum contract value of $500,000 - Unique Requirements: - Trustee must meet specific financial and operational qualifications - Detailed fee proposals required - Preference and incentive programs may apply (Small Business, Microbusiness, DVBE, TACPA) - No specific OEMs or product vendors are mentioned, as this is a service-based procurement.

Description

The California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA) is seeking proposals from qualified firms to provide trustee services for managing funds related to the California Hub for Energy Efficiency Financing (CHEEF) energy efficiency financing programs. The selected firm will be responsible for managing funds for these programs under a contract with the State of California. Proposals must comply with the instructions in the RFP and the selected firm will be expected to execute a standard agreement including non-negotiable terms and conditions. Questions regarding the RFP must be submitted in writing by August 31, 2026, with responses posted on September 2, 2026.

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