New York State of Opportunity – New York Green Bank, A Division of NYSERDA

RFP 14: Investment Valuation & Financial Advisory Consulting Services

Due Date:  04/21/2020  (Round 1)


The objective of RFP 14 is to solicit proposals from firms interested in providing investment valuation and financial advisory services to NY Green Bank in connection with its investments in clean energy projects and businesses and in sustainable infrastructure.

Services may include, but will not necessarily be limited to: (a) reviewing existing valuation policies and procedures and providing a gap assessment with industry best practices; (b) reviewing the reasonableness of the valuation methodology and input assumptions underlying a specific NY Green Bank portfolio transaction; (c) independently assessing whether a specific portfolio transaction should be impaired or written up for financial accounting purposes; (d) independently assessing whether a specific potential portfolio transaction is on arms-length terms; and (e) providing financial advisory services (including, without limitation, restructuring advice) regarding a specific NY Green Bank portfolio transaction. 

Firms wishing to submit a proposal for review must do so by March 30, 2020 at 3pm Eastern Standard Time.

Interested firms should contact with any questions about this RFP. Please include RFP 14 in the subject line of all communications.



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