Case Management

Cal Fleet Advisor wants to make your transition to zero-emission 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-emission vehicles into operations. Your advisor will answer questions and refer you to products, services, or funding that interest you!

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Customized Resource Packet

Your personal Advisor will analyze your fleet and create a Custom 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 large projects

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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 (TRUCRs ID, DOT, CA DOT, Motor Carrier Permit)
  • Review of HVIP eligibility and eligible plus-ups/modifiers, set-asides
  • Difficulties working with a particular dealer/OEM
  • Charging infrastructure strategies/next steps
  • Insurance, financing, and leasing solutions
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