When is the submission deadline?

Submissions are due June 30, 2026. Questions must be submitted by June 16, 2026.

It was issued by Connecticut Green Bank. The work is located in Hartford, Connecticut, United States.

Who is a good fit for this opportunity?

Extensive experience with Salesforce managed services and customization. Proven track record supporting financial institutions or public sector clients. Strong capabilities in system administration, integrations, and security. Qualified team for staff training and ongoing reporting. Located in or able to serve clients in Connecticut or the Northeastern US.

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Managed Services Support of Salesforce

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Overview

Business Systems (ERP, CRM & POS)

Hartford, Connecticut, United StatesPosted: June 3rd, 2026Deadline: June 30th, 2026

Fit Score

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SUMMARY

The Bank in Hartford, Connecticut seeks a vendor for ongoing managed services, maintenance, and enhancement of its Salesforce platform, including system administration and support.

KEY REQUIREMENTS

More than five years of experience providing managed services in support of Salesforce
Experience supporting businesses involved in clean energy, environmentally focused programs, public policy, or other relevant fields
Experience working with state agencies and/or a demonstrated focus in the nonprofit sector
Experience working with process automation including OCR and AI tools
SOC 2 compliance
Must be able to execute a Professional Service Agreement
Must submit proposal electronically to the specified contact

CONTRACT DURATION

12 months

TIMELINE

Questions regarding the RFP are due by June 16th, 2026.

Green Bank will aim to post the Q&A addendum by June 19th, 2026.

Proposals must be received no later than June 30th, 2026.

QUESTION DEADLINE

June 16th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Connecticut Green Bank

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The government authority located in Hartford, Connecticut is seeking a qualified vendor to deliver managed services support for the maintenance and enhancement of the Bank’s existing Salesforce platform. The selected provider will collaborate closely with management, IT staff, Salesforce administrators, program staff, and other key stakeholders to advise on platform improvements and ensure efficient customization and support.

Core responsibilities of the contract will include providing ongoing Salesforce managed services and support, assisting with Salesforce 2.0 data reorganization, architecture, and implementation, as well as overseeing system administration, integrations, security, staff training, and reporting. The objective is to optimize the Bank’s Salesforce environment to meet current and future business needs efficiently while maintaining high standards of security and data integrity.

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Frequently asked questions

When is the submission deadline?: Submissions are due June 30, 2026. Questions must be submitted by June 16, 2026.
Who issued this RFP?: It was issued by Connecticut Green Bank. The work is located in Hartford, Connecticut, United States.
Who is a good fit for this opportunity?: Extensive experience with Salesforce managed services and customization
Proven track record supporting financial institutions or public sector clients
Strong capabilities in system administration, integrations, and security
Qualified team for staff training and ongoing reporting
Located in or able to serve clients in Connecticut or the Northeastern US

Analysis generated by Settle AI from the source RFP.

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