Under the general direction of CAEATFA’s Executive Director or designee, the Contractor will provide analytical and advisory support to the CHEEF Programs (the “Programs”), along with key deliverables related to development, implementation, and reporting. a. Support related to subject matter expertise: i. Analytical and advisory support and deliverables related to subject matter expertise includes: 1. Maintenance of reference documents and resources such as a universal measure table and bill impact measurement references; 2. Preparation of regulatory text and regulatory package justification; 3. Documentation of workflows; 4. Assistance with public workshops including fielding, processing, and responding to public comments; 5. Engaging in forums and conversations with key stakeholders such as IOUs, project developers, contractors, finance companies and the CPUC; 6. Preparation of tools and materials to communicate program requirements including slide decks, manuals, fact sheets, forms, and webforms for contractors, finance companies, customers, and other audiences; 7. Preparation of CAEATFA comments as part of CPUC or other regulatory or legislative proceedings; 8. Preparation of materials and reports as well as presentations to CAEATFA Board and funders. ii. Subject matter expertise will include the following topics: 1. Energy Technology: Energy efficiency, demand response, on-site generation, storage, Electric Vehicle (EV) Charging, microgrids, and other low-carbon or green technology. In addition to the support and deliverables listed in Section 4.a.i., tasks may include: • Recommending and updating Program measures for eligibility, including new technologies; • Developing specification requirements; • Assigning fuel savings percentages (gas versus electric) or making other calculations for measures; • Completing technical reviews of projects.
