POSTING DATE 7/31/2026

Q# Discretionary Solicitation

Section Name Vendor Question ITS Response

Eligibility / Article 15-A

Vendor is a New York City-certified MBE (MWCERT2022-353) and NMSDC-certified MBE (NY100001102) with a New York State MWBE certification application currently in review with Empire State Development (submitted June 2026). May a firm whose NYS MWBE certification is pending submit a proposal to this Discretionary Procurement, provided certification is issued prior to contract award, or must certification under Article 15-A be in effect as of the proposal due date?

To bid, a Certification must be approved and the vendor must meet all the Section 3 Minimum Qualification & Eligibility Requirements.

According to Section 3 . MINIMUM QUALIFICATIONS & ELIGIBILITY CRITERIA, Vendors must meet all the following minimum qualifications to be eligible to respond, including:.

2. Are either a NYS-certified Minority-Owned Business Enterprise (MBE), NYS-certified Woman-Owned Business Enterprise (WBE), or NYS-certified SDVOB as defined in Section 1.

Section 7.3 / Financial Bid Workbook (SOC 2 Document line)

The Financial Bid Workbook includes a 'SOC 2 Document' deliverable line item, and Section 7.3 references a security and compliance mapping against NYS Information Security Policy, CFR42, HIPAA, NIST, FISMA Moderate, SOC 2, or applicable standards. Please confirm whether this deliverable may be satisfied by the platform provider's (Salesforce's) own published SOC 2 report together with a solution-level compliance mapping prepared by the contractor, or whether the responding vendor itself must hold a SOC 2 attestation.

Responding bidders must meet the Minimum Salesforce Partnership Requirements as outlined in Section 3. In addition, the winning bidder will have access to the Salesforce platforms to complete the contracted requirements.

Section 3 – Minimum Qualifications & Eligibility

Criteria

If the prime contractor is an eligible NYS-certified MWBE/SDVOB, may the prime satisfy the minimum qualification requirements by relying on the qualifications, Salesforce Partner status, certifications, and experience of a proposed subcontractor?

The goals for this contract are 15% MBE, 15% WBE, and an overall 6% for NYS-certified SDVOBs. A certified supplier is able to serve as a prime in order to obtain one of the goals depending on their certification. Please note, a dual certified supplier, having both NYS MBE and WBE certification, cannot be designated to meet both an MBE and a WBE goal.

Designation of NYS MWBE certified suppliers to be utilized during the term of the award is included on the MWBE Utilization Plan and SDVOB Utilization Plan. Submit the Utilization Plans as required in Appendix C-2 Section III.

Please see Appendix C-2 for further information.

Can a NYS-certified MWBE or SDVOB prime contractor subcontract with a non-MWBE/non-SDVOB firm for this procurement, provided the prime contractor remains fully responsible for contract performance?

A prime contractor is able to utilize subcontractors that are not MWBE/SDVOB’s, but must demonstrate they’re still able to meet MWBE/SDVOB goals. Payments towards non certified suppliers do not count towards MWBE/SDVOB utilization goals. The prime contractor must ensure that the overall MWBE/SDVOB participation goals are met.

If the prime contractor is both an MBE and a WBE, may it satisfy both participation goals through its own certifications, or must separate certified subcontractors be utilized? A dual certified supplier, having both NYS MBE and WBE certification, cannot be designated to meet both an MBE and a WBE goal.

May a certified MWBE/SDVOB prime utilize a non-certified Salesforce implementation partner to perform the majority of the technical work?

A prime contractor is able to utilize subcontractors that are not MWBE/SDVOB’s, but must demonstrate they’re still able to meet MWBE/SDVOB goals. Payments towards non certified suppliers do not count towards MWBE/SDVOB utilization goals. The prime contractor must ensure that the overall MWBE/SDVOB participation goals are met.

Do the Salesforce Partnership requirements apply strictly to the prime contractor, or may they be satisfied by a proposed subcontractor or teaming partner?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer Please also see SECTION 11. PROPOSED TEAM for individual Team Member Requirements.

If a subcontractor possesses the required Salesforce Partner status, will that satisfy the solicitation's Salesforce partnership requirement?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer Please also see SECTION 11. PROPOSED TEAM for individual Team Member Requirements.

May the prime contractor rely on Salesforce-certified professionals employed by its subcontractor to satisfy the minimum certification requirements?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer Please also see SECTION 10. SALESFORCE CREDENTIALS & PARTNERSHIP for additional information.

May the prime contractor rely on a subcontractor's Salesforce Partner tier (Registered/Silver/Gold/Platinum/Ridge) when demonstrating compliance?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer Please also see SECTION 11. PROPOSED TEAM for individual Team Member Requirements.

May the prime contractor utilize the subcontractor's Salesforce product specializations, Navigator status, and AppExchange profile for proposal evaluation?

According to Section 10. SALESFORCE CREDENTIALS & PARTNERSHIP (The bidder must) provide the following:

A copy of or link to your (THE BIDDER'S) current Salesforce Partner Certificate or AppExchange partner profile confirming active partner status and tier. Also, The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements and SECTION 11. PROPOSED TEAM for individual Team Member Requirements.

May the prime contractor submit subcontractor references and past performance to satisfy the required Salesforce implementation and modernization experience?

Sub Contractor References and past performances do not satisfy the Prime Contractor minimum requirements.

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer

Will Salesforce modernization projects completed by proposed subcontractor personnel be considered when evaluating experience requirements?

SubContractor References do not satisfy the Prime Contractor minimum requirements. The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer

If the prime contractor does not independently meet all Salesforce experience requirements but the proposed subcontractor does, will the combined team's qualifications satisfy the minimum qualifications?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and the Section 11 Proposed Team must hold the appropotiate Salesforce Certifications.

Will the agency evaluate the qualifications of the entire proposed team (prime plus subcontractors), or only those of the prime contractor?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and the Section 11 Proposed Team must hold the appropotiate Salesforce Certifications.

Are formal teaming agreements or joint ventures permitted under this solicitation? If yes, are there any required formats or disclosures?

The bidder is the Prime contractor and the bidder must meet all Section 9.Salesforce Partnership Requirements as well as the Section 10.

Salesforce Credentials and the Section 11 Proposed Team must hold the appropotiate Salesforce Certifications.

Is there any limitation on the percentage of work that may be subcontracted by the certified prime contractor?

No, there are no limitations as long as the Salesforce Partnership, Salesforce Credentials, and Salesforce Certifications are met by all Proposed Team members. All Requirements must be made by the Prime Contractor.

May subcontractor personnel serve in key roles such as Technical Architect, Solution Architect, Project Manager, or Lead Developer?

Yes, as long as the Salesforce Partnership, Salesforce Credentials, and Salesforce Certifications are met by all Proposed Team members as outlined in Section 11, Propposed Team. All Requirements must be made by the Prime Contractor.

Can the required three Salesforce-certified professionals be employees of the subcontractor rather than the prime contractor?

Yes, as long as the Salesforce Partnership, Salesforce Credentials, and Salesforce Certifications are met by all Proposed Team members as outlined in Section 11, Propposed Team. All Requirements must be made by the Prime Contractor.

If the prime contractor is newly certified but has limited Salesforce project history, will the experience of its committed subcontractor be fully considered?

Yes, the Prime contractor and the bidder must must meet Section 3. Minimum Qualifications & Eligibility Criteria -9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and the Section 11 Proposed Team must hold the appropotiate Salesforce Certifications and as long as the Salesforce Partnership, Salesforce Credentials, and Salesforce Certifications are met by all Proposed Team members as outlined in Section 11, Proposed Team. Section 12 outlines the References that are required.

Are letters of commitment from subcontractors sufficient to demonstrate the availability of proposed personnel and resources?

Yes, the proposal must present the full Team and show how the team members meet the requirements, meaning any member of the team should be committed to the project and prepared to complete the commitment if chosen as the winning bidder.

Is there any requirement that the Salesforce Partner of Record be the prime contractor, or may the subcontractor serve in that capacity?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer In addition, all requirements must be met by the Prime Contractor. Also, see the Section 10 SALESFORCE CREDENTIALS & PARTNERSHIP for additional partnershio information.

If both the prime contractor and subcontractor possess Salesforce partnerships, whose partnership tier will be considered during evaluation?

The bidder is the Prime contractor and the bidder must meet all requirements: Section 3. Minimum Qualifications & Eligibility Criteria - 9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and Partmernshop, Section 11 Proposed Team must hold the appropotiate Salesforce Certifications. The experience that subcontractors offer will be counted in addition, as long as the requirements of Section 10. Salesforce Credentials and Parternship, Section 11 Proposed Team and Section 12 References are complete and meet the requirements outlined.

Are there any restrictions on replacing a proposed subcontractor after award, provided equivalent qualifications are maintained and agency approval is obtained?

Yes, this is restricted. There is no expectation of changing or replacing contractors during the contract. The bidder is the Prime contractor and the bidder must meet all requirements. All requirements remain in effect for the entire team through the term of the contract.

If multiple subcontractors are proposed, may the solicitation requirements (certifications, experience, personnel, and Salesforce credentials) be met collectively across the team?

The bidder is the Prime contractor and the bidder must meet all requirements: Section 3. Minimum Qualifications & Eligibility Criteria - 9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and Partmernshop, Section 11 Proposed Team must hold the appropotiate Salesforce Certifications. The experience that subcontractors offer will be counted in addition, as long as the requirements of Section 10. Salesforce Credentials and Parternship, Section 11 Proposed Team and Section 12 References are complete and meet the requirements outlined.

Will references from subcontractors be evaluated with the same weight as references from the prime contractor?

The bidder is the Prime contractor and the bidder must meet all requirements: Section 3. Minimum Qualifications & Eligibility Criteria - 9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and Partmernshop, Section 11 Proposed Team must hold the appropotiate Salesforce Certifications. The experience that subcontractors offer will be counted in addition, as long as the requirements of Section 10. Salesforce Credentials and Parternship, Section 11 Proposed Team and Section 12 References are complete and meet the requirements outlined. . All requirements remain in effect for the entire team through the term of the contract.

Can the subcontractor's legacy modernization experience involving ColdFusion, Access, Excel, and Salesforce migrations be used to satisfy the mandatory experience requirements?

The bidder is the Prime contractor and the bidder must meet all requirements: Section 3. Minimum Qualifications & Eligibility Criteria - 9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and Partmernshop, Section 11 Proposed Team must hold the appropotiate Salesforce Certifications. The experience that subcontractors offer will be counted in addition, as long as the requirements of Section 10. Salesforce Credentials and Parternship, Section 11 Proposed Team and Section 12 References are complete and meet the requirements outlined. . All requirements remain in effect for the entire team through the term of the contract.

For purposes of demonstrating compliance with Section 3 (Minimum Qualifications), may qualifications be demonstrated collectively by the proposed prime contractor and its committed subcontractor(s), except where the solicitation expressly requires the qualification to be held by the prime?

The bidder is the Prime contractor and the bidder must meet all requirements: Section 3. Minimum Qualifications & Eligibility Criteria - 9.Salesforce Partnership Requirements as well as the Section 10. Salesforce Credentials and Partmernshop, Section 11 Proposed Team must hold the appropotiate Salesforce Certifications. The experience that subcontractors offer will be counted in addition, as long as the requirements of Section 10. Salesforce Credentials and Parternship, Section 11 Proposed Team and Section 12 References are complete and meet the requirements outlined. . All requirements remain in effect for the entire team through the term of the contract.

5. APPLICATION

COMPLEXITY

CLASSIFICATION

The table mentions " minimal integrations": Can you provide more information for what applications the Salesforce needs to integrate with?

Is there any preferred integration technologies that we need to adhere to?

See the Section 4, Current State Overview for the current applications and Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production, Integrations: Can OASAS provide a complete inventory of existing and planned integrations?

Please refer to the solicitation document Section 4. Current State Overview and the Section 7, Scope of Work outling the need. Section 9.

TECHICAL APPROACH & METHODOLGY outlines the request for the bidder to Describe your proposed methodology for Phase 1 and Phase 2 in sufficient detail for ITS/OASAS

31 Integrations: Is MuleSoft already licensed and available within the OASAS ecosystem? No. MuleSoft is not already licensed and available within the OASAS ecosystem

Integration: Are there external State or Federal systems that are outside OASAS control and may require third-party coordination? No there are not external State or Federal systems that are outside OASAS control and may require third-party coordination, Data Migration: Are there known data quality challenges that OASAS would like addressed during migration?

For the items to be addressed, see the solicitation document Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production

Discretionary Solicitation # C000999 NYS Salesforce Integration Modernization for OASAS Attachment 3 - Vendor Questions Form

List your inquiries about Discretionary Solicitation C000999 NYS Salesforce Integration Modernization for OASAS, using the format below. Please

Data Migration: Who will provide business ownership and validation of migrated data?

Please see the solicitation document Section 6.4.4 Data Migration Execution The selected vendor shall execute the approved data migration strategy for all 15 legacy applications in coordination with OASAS’s data owners and technical staff.

For the 15 applications expected to be migrated and deployed within the 24-month contract period, is there a prioritized sequence for the applications to Go live, or should the vendor define the implementation waves during Phase 1

Please see the soliciation document Section 7. SCOPE OF WORK, specifically Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production In addition, See Section 8. DELIVERABLES for additional information.

Are there any future-state requirements already identified by business stakeholders that should be considered beyond modernization of the existing functionality?

Please see the soliciation document Section 7. SCOPE OF WORK, specifically Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production In addition, See Section 8. DELIVERABLES for additional information.

37 What Salesforce licenses have already been procured by OASAS? Please see OASAS Salesforce Licensing Attachment.

Has OASAS finalized its target Salesforce org strategy? For example: Single Org / Multi-Org / Separate Production environments by business function

Please see the soliciation document Section 7. SCOPE OF WORK,and specifically. Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production In addition, See Section 8. DELIVERABLES for additional information.

Will Salesforce licenses be provided by OASAS or should licensing recommendations be included in the proposal?

Please see OASAS Salesforce Licensing Attachment.

40 Is the Implementation for US Region only or Global locations as well? The US Region only.

41 Do we need to consider Post implementation support. If Yes what would be the duration There is no post implementation support factored into this solicitatin. Oncel the modernization effort supported under this solicitation is complete, post implementation support requirements, if necessary, can be determined.

42 Is Automation testing in scope for this engagement The selected vendor shall design, build, and configure all Salesforce solutions in accordance with the outlined Section 7. SCOPE OF WORK and Section 8. DELIVERABLES. Please see theSolicitatin Sections 7 & 8 for additional information

43 To achive better cost savings - can we proposean onsite & offshore model? No, an onsite and offshore model will not be considered responsive.

44 Suppliers are allowed to submit redlines to Terms and Conditions? No, additional Terms and Conditions are not acceptable.

How many users would be present for the end user training

Please see the solicitation Section 7.4.5. Training & Change Managment for the outlined Training Materials required. The training requirements for all users will vary depending on the avaialble personnel and the need and requirements at the time.

Existing application: Can OASAS provide current architecture diagrams and technical documentation for salesforce applications? Please see the soliciation documentSection 4 CURRENT STATE OVERVIEW.

Existing application: What Salesforce clouds and features were used to develop Existing Salesforce applications? See the solicitation document Section 4. CURRENT STATE OVERVIEW.

Existing application: What are the anticipated enhancement requests beyond the existing sandbox functionality?

Please see the soliciation document Section 7. SCOPE OF WORK, specifically Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production In addition, See Section 8. DELIVERABLES for additional information.

What Salesforce licenses and products are already available (Public Sector Solutions, Experience Cloud, OmniStudio, Shield, Data Cloud, CRM Analytics, Tableau, MuleSoft, etc.)?

Please see OASAS Salesforce Licensing Attachment.

What is the expected user population (internal users, external users, portal users, administrators, and developers)?

The primary objectives of this engagement are oulined in the Solcitation document Section 7. SCOPE OF WORK. OASAS has made a strategic decision to consolidate/ modernize these low complexity business applications/processes onto the Salesforce platform and in the Table in Section 4 CURRENT STATE OVERVIEW, are the details for each application including the the numer of screens in use.

See Section 8. DELIVERABLES for additional information.

Can OASAS provide access to the ColdFusion applications, Access databases, Excel-based solutions, source code repositories, database schemas, and existing documentation?

The primary objectives of this engagement are oulined in the Solcitation document Section 7. SCOPE OF WORK. OASAS has made a strategic decision to consolidate/ modernize these low complexity business applications/processes onto the Salesforce platform and in the Table in Section 4 CURRENT STATE OVERVIEW, are the details for each application.

Are there any undocumented business processes, integrations, workflows, or shadow IT solutions currently in use?

See the solicitation Section 4 CURRENT STATE OVERVIEW for the current business processes. Vendors are to conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes as outlined in the solicitation. Section 7 SCOPE OF WORK incorporates the outlined Phase information.

What is the estimated data volume, historical retention requirement, and percentage of data that must be migrated versus archived?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the extent of Volume, retention and the migrated data. See section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of 7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need.

What are the known data quality issues, duplicate records, and data governance challenges across applications?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the extent of Volume, retention and the migrated data. See section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of 7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need.

Does OASAS prefer a Big-Bang migration, phased migration, or parallel-run approach? What downtime is acceptable during cutover?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the process and develop a detailed, prioritized modernization roadmap, much of the detail is developed in Phase 1 Discovery; No downtime is expected for this project.

What is the target implementation timeline, key milestones, and expected go-live sequence for the applications?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document. The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the process and develop a detailed, prioritized modernization Salesforce environment roadmap. Please see the Solicitation Section 13 for the PROJECT TIMELINE. See Section 7 for the SCOPE OF WORK and Section 8 for the DELIVERABLES. The timeline is 24 months.

Can OASAS provide current architecture diagrams and technical documentation for Criminal Justice Salesforce 2.0 and Recovery Centers 2.0?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the process and develop a detailed, prioritized modernization roadmap, much of the detail is developed in Phase 1 Discovery; No downtime is expected for this project.

Does OASAS currently have a preferred DevOps tool? Examples: Copado, Gearset, etc., See the Solisitation Section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of

7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need. The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

Are there defined performance benchmarks and expected concurrent user volumes?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine the process and develop a detailed, prioritized modernization roadmap. The expectation Review, refactor (refine development approach and include minimum new requirements as needed), test and promote the two

(2) internal Salesforce Sandbox applications to Production In addition, See Section 8. DELIVERABLES for additional information.

Approximately how many reports, dashboards, exports, and analytics processes currently exist across the applications?

See the Solicitation Section 7 SCOPE OF WORK and 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

Can OASAS provide a breakdown of: Business users, Supervisors, Administrators, Developers, and External users

The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document. See the Solicitation Section 4 CURRENT STATE OVERVIEW and 7 SCOPE OF WORK and 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production

Are training materials required in multiple formats (eLearning, manuals, videos, job aids)?

The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document. See the Solicitation Section 7 SCOPE OF WORK and specifically 7.4.5 Training & Change Management for details.

63 Can suppliers propose redlines to the terms and conditions? No, additional Terms and Conditions and redlines to Terms and Conditions are not acceptable.

General Has a maximum budget, estimated budget range, discretionary spending threshold, or not-to-exceed contract value been established for this engagement? ITS declines to disclose the contract value

General Is there an incumbent vendor currently supporting any of the in-scope applications or Salesforce environments? If yes, please identify the vendor(s) and scope of support. No, this is a new solicitation, work is being done on in scope applications.

General Are Salesforce Public Sector Solutions licenses already procured by OASAS, or will licensing be purchased separately from this engagement?

Please see OASAS Salesforce Licensing Attachment.

Section 4 – Current State Overview

Can OASAS provide additional information regarding current Salesforce licenses, clouds, products, and environments currently in use?

Please see OASAS Salesforce Licensing Attachment.

Section 7.2 – Assessment & As-Is Documentation

Will detailed documentation, database schemas, source code repositories, and architecture diagrams for the existing applications be made available to the selected vendor?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine additional details. See section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of 7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need.

Section 7.2.4 – Data Analysis & Profiling

Can OASAS provide estimated record counts and approximate data volumes for each in-scope application to support planning and cost estimation?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine additional details. See section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production

Section 7.3.2 – To-Be Architecture Design

Can OASAS provide a list of known external systems, interfaces, and integrations that will be required as part of the future-state solution?

The objective is to transition to a scalable, secure, Salesforce-based platform that improves efficiency, automation, reporting, and compliance as described in this solicitation document.The vendor shall document and present the timeline, milestones to include all deliverables articulated in this document in order to determine additional details. See section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production

Section 7.3.2 – To-Be Architecture Design

Is MuleSoft the preferred integration platform, or may vendors propose alternative middleware platforms that provide equivalent functionality?

Vendor may propose equivalent alternative platforms. See Section 7.SCOPE OF WORK to develop the details. Section 7.1 Program Objectives The primary objectives of this engagement are:

• Conduct a comprehensive assessment of all 13 legacy departmental and supporting end-user applications (Access/Email, Excel) and processes

Salesforce Sandbox applications to Production

Section 7.3.5 – Salesforce Internal Applications Review & Readiness

For Applications 14 and 15, can OASAS provide the current Salesforce org details, code volume, custom components, and technical documentation available for review? This will be discussed with the winning vendor.

Section 7.4 – Develop, Test, Pilot, Deploy and Operationalize

Is OASAS expecting modernization and deployment of all 15 applications within this contract, or may implementation priorities be adjusted based on Phase 1 assessment findings?

OASAS is expecting the modernization of all 15 applications per the the scope of the solicitation. Per Sections4 and 5, all 15 apps are low volume and complexity. It is anticipated that the migration of all 15 will be completed within the schedule and budget for this solicitation.

Section 7.4 – Develop, Test, Pilot, Deploy and Operationalize

For the Harm Reduction application identified in the current-state inventory, are business requirements currently documented, or are requirements expected to be defined during discovery?

These are expected to be defined in Phase 1 Discovery. See 7.2 Scope Phase 1 Assessment & As-Is Documentation for further information.

Section 7.4.3 – User Acceptance Testing & Pilot

Will OASAS provide dedicated business users and subject matter experts to participate in requirements validation, UAT, and pilot activities?

Yes OASAS will provide dedicated business users and subject matter experts to participate in requirements validation, UAT, and pilot activities?

Section 7.4.5 – Deployment & Cutover

Does OASAS have any agency-defined target go-live dates, business deadlines, or mandated deployment milestones that vendors should consider when preparing schedules?

Please refer to the solicitation document Section 4. Current State Overview and the Section 7, Scope of Work outling the need. Section 9.

TECHICAL APPROACH & METHODOLGY outlines the request for the bidder to Describe your proposed methodology for Phase 1 and Phase 2 in sufficient detail for ITS/OASAS

Section 10 – Salesforce Credentials & Partnership

May Salesforce-certified subcontractor personnel be included toward meeting the minimum requirement of three Salesforce-certified professionals if disclosed in the proposal?

The bidder is the Prime contractor and the bidder must meet Section 3. Minimum Qualifications & Eligibility Criteria -4.Salesforce Partnership Requirements Must be an active Salesforce Registered, Silver, Gold, Platinum, or Ridge Partner at time of proposal submission.

Must demonstrate a minimum of three (3) Salesforce-certified professionals available for assignment to this engagement.

Must hold relevant Salesforce certifications including but not limited to: Salesforce Certified Technical Architect, Application Architect, System Architect, Platform Developer Please also see SECTION 11. PROPOSED TEAM for individual Team Member Requirements.

Section 12 – References Please confirm that the required two client references are organizational/vendor references and not individual resource references. Yes the required two client references are organizational/vendor references and not individual resource references.

Section 13 – Project Timeline

Beyond the 24-month maximum duration, does OASAS have a preferred timeline or targeted completion date for Phase 1 activities?

Please see the Solicitation Section 13 for the PROJECT TIMELINE requesting from the bidder to Provide a proposed timeline and the Section 9 for the requested methodology for Phase 1 and Phase 2. The contract term is 24 months.

4. CURRENT STATE

OVERVIEW

Can OASAS provide an inventory of the 15 applications with approximate user counts, database sizes, and annual transaction volumes?

The initial information is listed in Section 4. CURRENT STATE OVERVIEW OASAS currently operates a portfolio of legacy business applications spanning multiple technologies, as summarized in the table.Additional informaiton would be identified in Phase 1 Discovery.

7.2.3 As-Is Architecture

Documentation

Are architecture diagrams, ERDs, interface inventories, and process documentation available for all applications?

See the Solisitation Section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of

7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need. The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

4. CURRENT STATE

OVERVIEW

Are the two existing Salesforce sandbox applications built on Public Sector Solutions, and what is their current completion status?

Applications 14, 15, are internally developed by OASAS staff and are currently functional in the Salesforce Sandbox environment. These applications are not legacy migrations; they are Sandbox builds that require an independent best-practice and security review, gap identification, refactoring recommendations, and coordinated deployment to the Production environment.

7.3.2 To-Be Architecture

Design

Is MuleSoft already licensed by OASAS, or should vendors propose an alternative integration platform? Preferred Mulesoft, Licenses will be procured by OASAS, Vendors may propose any equivalent alternative integration platform

4. CURRENT STATE

OVERVIEW Which Salesforce licenses and products are already owned by OASAS? Please see the Solicitation Section 13 for the PROJECT TIMELINE requesting from the bidder to

Provide a proposed timeline and the Section 9 for the requested methodology for Phase 1 and Phase 2. The contract term is 24 months.

7.3.4 Data Migration

Strategy

Can OASAS share estimated data volumes (records, attachments, documents) for migration planning?

See the Solisitation Section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of

7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need. The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

7.3.1 Modernization Strategy

per Application

What percentage of the legacy business processes are expected to be redesigned versus replicated in Salesforce?

See the Solisitation Section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of

7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need. The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

13. PROJECT TIMELINE Does the 24-month timeline include hypercare and operational transition, or only implementation activities?

See the Solisitation Section 4. Current State Overview and Section 7.SCOPE OF WORK to develop the details. Within the document of

7.2 Scope Phase 1 Assessment & As-Is Documentation points to this need. The objective is to transition to a scalable, secure, Salesforce-based platform to Build, test and roll out new applications that improves efficiency, automation, reporting, and compliance as described in this solicitation document.

88 13. PROJECT TIMELINE What constraints exist around timeline,…