CAEATFA03-23 - CHEEF Trustee Services

The California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA or the Authority) seeks proposals from which to select a qualified firm (Trustee or Contractor) to provide assistance to the Authority with fund management administration for the several Statewide Energy Efficiency Financing Programs (Programs), authorized by the California Public Utilities Commission (CPUC), which are currently in various stages of implementation and development, as described below. In addition, these Programs are anticipated to grow and expand in their anticipated transition from pilots to longer term programs, both in the types of measures that can be installed and in their availability throughout the State. The Trustee will hold and disburse funds on behalf of CAEATFA and provide monthly account statements; monthly and annual transaction reports; and on-demand electronic account viewing to CAEATFA and lenders participating in the Programs.