Case Management

Cal Fleet Advisor wants to make your transition to zero-emissions vehicles as efficient as possible.

Your advisor will sit down with you to discuss your fleet's needs to ensure a smooth and efficient incorporation of zero-emissions vehicles into operations. Your advisor will answer questions and refer you to products, services, or funding that interest you.

Customized Resource Packet

Your personal advisor will analyze your fleet and create a Customized Resource Packet for your fleet. You'll get information like:

  • Total Cost of Ownership
  • Potential Fuel Savings
  • ZEV models that match your fleet's needs
  • Funding and Rebate Opportunities
  • Regulatory, Compliance, and Safety Information
  • Utility Resources
  • Charging Options
  • Recommendations from your advisor

Cal Fleet Advisor can refer you to:

  • Approved Dealers
  • Vehicle Manufacturers
  • Other Funding Programs
  • Utility Charging Programs
  • ZEV Insurance
  • Leasing and Financing
  • Private ZEV Consultants for Larger Projects

HVIP Case Support

Cal Fleet Advisor helps incoming and active HVIP purchasers with issues that may prevent or delay their participation in the program such as:

  • Collecting required verification documents such as TRUCRs, ID, DOT, CA DOT, or Motor Carrier Permit
  • Review of HVIP eligibility and eligible plus-ups, modifiers, or set-asides
  • ¬†Difficulties working with a particular dealer or OEM
  • Charging infrastructure strategies and next steps
  • Insurance, financing, and leasing solutions

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