Description of goods to services to be bid:

NY Green Bank’s RFP 25 invites third-party service providers to provide a platform that will support NY Green Bank’s customer relationship management (“CRM”) and transaction pipeline and portfolio management.

If changes are made to this solicitation notification will be posted on NYSERDA’s website at:
www.nyserda.ny.gov/funding-opportunities

Eligibility/Qualifications Requirements/Preferences:

Respondents must have:
(a) The ability to provide a platform of the nature specified, to achieve the requirements outlined in scope of services;
(b) A minimum five-year track record in the full range of services sought;
(c) A minimum of 25 investment entities (broadly comparable to NYGB, i.e., hybrid funds, business development companies, private equity or non-trading specialty finance companies) that use the

Respondent’s platform for transaction management, workflow management and traditional CRM;
(d) A platform built specifically for the investment community with minimal customization needed in deployment “out of the box”;
(e) A platform that ties in seamlessly with Microsoft Office®, specifically Microsoft Outlook®;
(f) A platform that can quickly and seamlessly migrate and incorporate NYGB’s existing data from its current CRM platform with little to no interruption in day-to-day business operations.
(g) A platform which allows users to access and add data through both web and mobile devices;
(h) A platform that can support up to 75 employees;
(i) A platform which allows for the configuration of specific views and access/security for different user types;
(j) A platform which would allow NYGB to track and audit data changes by user and date;
(k) A platform which allows for the “on demand” creation of customized reports, including querying of historical data for any necessary time periods;
(l) A platform which has the capability to transfer data to NYSERDA’s centralized data warehouse through the use of daily FTP downloads of files containing specific data points pre-determined during the implementation of the platform; and
(m) A platform that can comply and be compatible with NYSERDA’s Information Technology Security Requirements and NYSERDA’s Data Classification Policy.