Utility Rebate Management System

The City of Roseville is seeking a qualified vendor to provide a turnkey rebate, equipment tracking, workflow management, and reporting system for Roseville Electric Utility and Environmental Utilities. The system must support similar functionality to the current cloud-hosted system built on Salesforce CRM, while improving reporting, customer/contractor access, and staff workflow. The system should be fully operational by June 1, 2026, with milestones including completion of system build and testing by April 1, 2026, and training materials and test access provided to staff by May 1, 2026. The system must also meet various security and compliance requirements, including SOC 2 Type II, ISAE 3402, ISO 27001, and FISMA compliance. • The system must be able to track customer-owned solar, batteries, generators, and EV equipment connected to the City's grid. • The system must be able to document program savings and expenditures and report results to regulatory agencies. • The system must be able to support various programs, including residential and commercial energy efficiency programs, solar programs, and invoicing programs. • The system must be able to provide online customer and contractor portals, with functionality for initiating projects, attaching documents, and completing submittals. • The system must be able to provide automated email notifications and customizable reporting functionality.