Salesforce Managed Services
The Connecticut Green Bank is seeking a qualified vendor to provide ongoing managed services and support for its Salesforce platform, including a major data reorganization initiative (Salesforce 2.0). Proposals are due June 30, 2026 at 5PM ET. The ideal candidate will have over five years of Salesforce managed services experience and a background in clean energy or public sector.
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AI overview
The Connecticut Green Bank (“Green Bank”) seeks proposals from qualified vendors to provide ongoing managed services and support for its existing Salesforce platform. The Green Bank is the nation's first green bank, established in 2011 to lead the clean energy finance movement by leveraging public and private funds to scale renewable energy and energy efficiency projects across Connecticut. Its Salesforce instance supports key programs including the Commercial Property Assessed Clean Energy (C-PACE) program, the Solar Power Purchase Agreement (Solar PPA) program, and the Energy Storage Solutions (ESS) program, managing pipelines, investments, contractor communications, and program compliance.
The scope of services is divided into three main areas. First, ongoing Salesforce managed services and support including creation and modification of objects, fields, page layouts, flows, reports, dashboards, and permissions; troubleshooting and resolution of system issues; and regular check-in calls with Green Bank staff. Second, support for the Salesforce 2.0 data reorganization effort encompassing data model design, object and field rationalization, migration planning, data cleanup, testing, and transition to more unified data structures. Third, system administration, integration support with third-party systems (Marketing Cloud Account Engagement, DocuSign, FormAssembly, Calendly, finance and analytics tools), security and access control improvements, AI tool integration, training, and documentation.
Proposals must be received by 5:00 PM ET on June 30, 2026, submitted electronically to Joe Boccuzzi at Joe.Boccuzzi@ctgreenbank.com with the subject line “Proposal for Salesforce Managed Services 2026”. Questions regarding the RFP must be submitted in writing to the same email address by 5:00 PM ET on June 16, 2026, with subject “RFP for CTGB Salesforce Managed Services Question”. A Q&A addendum will be posted by 5:00 PM ET on June 19, 2026. Contractors must have more than five years of experience providing managed services in support of Salesforce. Preferred qualifications include experience with clean energy or environmentally-focused programs, state agencies or non-profits, process automation including OCR and AI tools, SOC 2 compliance, and being based in Connecticut.
The evaluation criteria are not formally weighted, but the Green Bank reserves the right to reject any or all proposals, waive irregularities, and award without discussion. Cost proposals should be submitted on a “not to exceed” basis. The contract will take the form of a Professional Services Agreement with a twelve-month period of performance, subject to Connecticut statutory requirements including FOIA, non-discrimination, campaign contribution certification, and consulting agreement representation. Proposals are limited to ten pages and must follow the prescribed format including an executive summary, technical approach, and detailed cost breakdown.
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