Request for Proposals for Deal Capture and Settlements Software
Silicon Valley Clean Energy seeks deal capture and settlements software to manage wholesale commodity trading, counterparty relationships, PPAs, and CAISO settlement operations across multi-site deployments supporting up to 100 users. The system must integrate with SVCE's Central Data Repository (DAISY) and future modules including CRM and financial accounting, deliver sub-second response times, and provide API connectivity to CAISO for automated reconciliation and settlement workflows. Vendors may respond to deal capture, settlements, or both modules and can propose additional capabilities beyond the stated scope.
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AI overview
Silicon Valley Clean Energy (SVCE) seeks qualified organizations to provide software solutions for deal capture and settlement operations. The RFP is divided into two sections: Section 1 covers Deal Capture Software Module for managing wholesale products, counterparty relationships, deal capture and purchase/sale of commodities, contract management, and PPA management with reporting capabilities. Section 2 covers Settlements Software Module for reconciling loads, reconciling purchases and sales, managing adjustments, settling with counterparties, settling with CAISO, and PPA performance tracking. The system must integrate with SVCE's current Central Data Repository (DAISY) and future components including CRM, Financial Accounting, and Revenue Modeling. The solution should be secure, auditable, scalable to support multi-site usage and up to 100 users, web-based with 24-hour availability, and include sub-second response times. The system must support automated data handling, API integrations with CAISO and other external systems, custom reporting capabilities, role-based access controls, and comprehensive audit trails. Proposers may respond to one or both sections and should identify areas not covered in the RFP that would add substantial value.
Resources & contact
Proposal Document
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