Request for Proposals

CalMTA Organizational Review

CalMTA seeks a qualified management consultant to conduct a CalMTA Organizational Review

Resource Innovations and the California Public Utilities Commission (CPUC) Energy Division are seeking qualified consultants to conduct an Organizational Review of the CalMTA program during its initial three years of operation. CalMTA is a program of the CPUC working to create a market transformation portfolio of initiatives for the state of California and is being administered by Resource Innovations.

Through this Request for Proposals (RFP), the CPUC Energy Division and Resource Innovations seek to conduct a thorough organizational review of CalMTA and identify opportunities to improve practices and systems developed during CalMTA’s three-year start-up period, which is expected to conclude in November 2025. These practices and systems include those related to communication, administration, MTI management, and overall organizational effectiveness.

The contract term for this review is estimated at six months, with a budget not to exceed $100,000. The final deliverable will be a comprehensive written report summarizing the study’s findings, conclusions, and actionable recommendations that will ultimately be presented to CalMTA’s Market Transformation Advisory Board (MTAB) and the CPUC Energy Division.

You must create an account on the CalMTA RFP Portal to submit an intent to bid or a proposal.

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Key Dates

ActivityDate
RFP releasedSept. 8, 2025
Intent to BidMust be received prior to proposal submission
Q&A period closesSept. 24, 2025
Proposal due dateOct. 3, 2025
Bidder interviews held virtually (if needed)Week of Oct. 20, 2025
Bidder selectionOct. 31, 2025
Contract negotiationsNov. 3-21, 2025
Project kickoffWeek of Dec. 1, 2025
Draft reportMarch 31, 2026
Presentation TBDWill be included in contract
Final ReportMay 22, 2026

Submission Process

All bidder communication and proposal submissions will occur through CalMTA’s web-based RFP Portal.  Please follow these steps to bid.

Download the RFP documents

RFP
Conflict-of-Interest Form (Attachment 1)
Non-Disclosure Agreement (Attachment 2)

Submit your intent to bid

(Required)

The intent to bid is non-binding but is required to submit a proposal. Only bidders who have submitted an intent to bid will receive additional required documentation needed to submit their proposal and CalMTA’s answers to questions received during the Q&A period.

Submit your Non-Disclosure Agreement

(Required)

You will receive the Program Services Agreement once the Non-Disclosure Agreement has been executed.

Submit your questions (via the RFP portal) during the Open Q&A period which ends on September 24

(Optional)

Upload all required proposal response documents (via the RFP portal) by October 3 before 6:00 PM PT
Questions?

If you are having technical difficulties with submitting, please complete the form here and our tech lead will follow up. Questions about this opportunity can be asked through our Solicitation Portal after account set up and logging in and will be answered within 48 hours.

The California Market Transformation Administrator (CalMTA) develops and manages market transformation initiatives in the state to reduce energy use and reduce greenhouse gas (GHG) emissions.

CalMTA seeks to help meet California’s energy efficiency and decarbonization goals by accelerating adoption of energy-efficient products and practices through market transformation. Market transformation is a proven strategic process of intervening in a market to create lasting change.
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CalMTA follows a rigorous process for reviewing, scoring, and then developing relevant, timely market transformation initiatives. The process supports market transformation initiative creation from concept to program development to market deployment, as well as the eventual exiting of the market.

The Market Transformation Advisory Board (MTAB) provides expertise and unbiased, non-binding recommendations on CalMTA’s market transformation initiatives. Register here for an upcoming advisory board meeting.
Learn more about CalMTA’s planning and research on energy efficient technologies and our work to build California’s market transformation portfolio, and access quarterly and annual progress reports.
Want to learn more? Join our mailing list to stay informed about upcoming meetings and events, RFI and RFP announcements, and more.  

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We welcome your questions and suggestions.

Have questions or comments about CalMTA?
Use our contact form to connect with us, or reach out to:

CalMTA

Resource Innovations
719 Main Street, Suite A

Half Moon Bay, CA, 94019

(888) 217-0217

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