RFP for an Investment Consultant

The Connecticut Green Bank seeks qualified consultants to provide advisory and consulting services related to its investments, including transaction structuring, underwriting, and asset management. The Green Bank, established in 2011 as the nation's first green bank, leverages public and private funds to scale renewable energy deployment and energy efficiency projects across Connecticut.

The consultant's scope of services encompasses supporting new and existing clean energy finance projects and programs, performing economic and financial analysis of clean energy programs, providing research and financial support to inform program design and execution, and managing reporting and evaluation of existing programs. The role includes monitoring and reporting achievement of milestones and budgets, serving as liaison to financing program applicants and project participants (including Green Bank partners, investors, developers, government entities, bond trustees, and regulatory agencies), and participating in evaluation of requests for financial partnerships. Additional responsibilities include performing due diligence to identify and assess credit, financial, operational, and project-specific risks, analyzing Green Bank's potential returns and risk exposure, performing credit underwriting for clean energy finance transactions, and supporting monitoring and evaluation of project and program contract deliverables.

Proposals must be received no later than 11:59pm on June 23, 2026, submitted electronically to Joe.Buonannata@ctgreenbank.com with subject line "Proposal for Investment Consultant". The Green Bank intends to make a decision no later than June 30, 2026, with the engagement spanning the fiscal year July 1, 2026 to June 30, 2027. This is intended to be an hourly consultant role for project work on an as-needed basis, with a not-to-exceed amount of $150,000 for the fiscal year. Proposals should not exceed 10 pages and must include executive summary, technical requirements section, and cost of services.

Qualified candidates should demonstrate knowledge of project and program management with emphasis on energy efficiency, clean energy, or environmental infrastructure companies and projects, ability to work independently with limited oversight, demonstrated ability to coordinate across internal teams, knowledge of Green Bank programs such as MAP+, Commercial Solar and Storage, ESS, C-PACE, and Capital Solutions, and ability to perform sophisticated financial modeling and credit underwriting. Preferred qualifications include MBA or other advanced certifications such as CPA, CA, or CFA.