Consulting Services for Development and Implementation of the Sales and Use Tax Exclusion Program under Public Resources Code 26011 . 8

2026-11-03

Scope of Work Under the general direction of CAEATFA ’ s Executive Director or designee , the Scope of Work under the Contract will include assistance , advice , and activities related to the Program , including program development , implementation , and administration . Services will be concentrated in providing technical assistance specific to program development and policies , including : updating program regulations , conducting research related to emerging strategic industries , analyzing program data and trends , reviewing STE applications , and assisting with reporting requirements as required by CAEATFA ’ s authorizing statute . The required services will vary depending on the project type , as well as stage of regulatory development and / or implementation . Services to be provided will include the items below and will be adjusted according to the appropriate stage of program development . a . Program Implementation : i . Assist in the review and analysis of alternative source , advanced transportation , advanced manufacturing , and recycling applications as needed . ii . Review , propose , and implement adjustments to application evaluation methods and the net benefits test , as well as other evaluation criteria , as needed to enhance program effectiveness . iii . Assist with the identification of data variables and the development of data collection methods to assess whether approved project performance ( economic and environmental benefits and industry standards ) is consistent with expectations of applications evaluated and approved by the Board . iv . Assist in compliance with reporting requirements and requests for analysis and information from the Authority . This may include requests from legislative bodies , stakeholders , and others . v . Assist and advise CAEATFA staff in evaluating prior , current , or proposed projects and applications . vi . Draft the statutory report required by SB 86 for submission to the legislature before January 31 , 2027 . vii . Advise on the environmental impacts of fusion energy , support the completion of fusion energy manufacturing applications , and update application scoring criteria as necessary viii . Conduct research on emerging technologies and draft memos in support of modifications to the Program ’ s Emerging Strategic Industry list . ix . Draft revisions to program regulations and assist with regulation process in response to any future legislation , or as needed . x . Work with stakeholders and industry experts as required to assist in the application process and expand CAEATFA ’ s knowledge base . xi . Provide training for CAEATFA staff on various aspects of economic , environmental , and industry issues and analysis .

California

2026-03-27