Appendix E - Glossary of Terms.pdf

305 KB Posted

Attached to
Salesforce Implementation Enterprise Agreement RFP
Solicitation number
2137738
Issued by
New York

About this file

Written by GovTribe AI ·

This is a Glossary of Terms document for the New York State Office of Information Technology Services (ITS) Salesforce Professional Services Enterprise Agreement Request for Proposals (RFP C000979). The document provides standardized definitions for key terms used throughout the procurement, establishing consistent language for bidders, proposers, and offerors submitting proposals in response to this solicitation. The RFP seeks certified Salesforce Consulting Partners to provide implementation services under a three-year Enterprise Agreement Contract, with no Salesforce software, licenses, or platform components included in scope. All qualified personnel must align with specified roles and job titles as outlined in the bid requirements.

The glossary includes critical definitions such as "Contract" (the resulting State Comptroller-approved agreement between ITS and the successful bidder), "Contractor" (the awarded company or companies), "Pricing" (the bidder's pricing schedules as set forth in Attachment 4), "Subcontractor" (any entity receiving funds from the vendor to perform work, requiring a separate responsibility questionnaire if valued at $100,000 or more), and "Unanticipated Enhancements" (additional functionality and deliverables unknown at the time of initial Statement of Work that the contractor and ITS mutually agree upon through a change request process). The procurement includes Service-Disabled Veteran-Owned Business (SDVOB) contracting goals at 6.00%, Minority-Owned Business Enterprise (MBE) goals at 15.00%, and Women-Owned Business Enterprise (WBE) goals at 15.00%, with all times referenced in Eastern Time.

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Other files

File Type Posted
Attachment 11 - SAMPLE Scope of Work.pdf PDF
Attachment 3 - Firm Offer Letter and Conflict of Interest Dsiclosure.pdf PDF
Attachment 6 - FOIL & Litigation Disclosure.pdf PDF
Appendix A - Standard Clauses for NYS Contracts - 6.2.2023.pdf PDF
Attachment 5 - Cons. Conf. & Non-Disclosure Agreement.pdf PDF
Attachment 1 - Minimum Bidder Qualifications Form.pdf PDF
Appendix D - Primary Security and Privacy Mandates.pdf PDF
Attachment 4 Salesforce - Financial Workbook.xlsx XLSX spreadsheet
Appendix C-2 - ITS Equal Opportunity and Supplier Diversity (With Goals).pdf PDF
C000979 NYS ITS Salesforce Implementation EA RFP final 8-3-2026.pdf PDF
Attachment 13 - SAMPLE Project Change Request Form.pdf PDF
Attachment 12 - SAMPLE Deliverable Acceptance Form.pdf PDF
Attachment 8 - ST-220CA and ST-220TD Certification.pdf PDF
Attachment 9 - Bidder Checklist.pdf PDF
Attachment 14 Workflow Diagram.pdf PDF
Attachment 10 - Technical Proposal.pdf PDF
Appendix C1 - Contractor's Insurance Requirements - Jan 2024.pdf PDF
Attachment 2 - Vendor Questions and Extraneous Terms Form.xlsx XLSX spreadsheet
Appendix C-AI - April 25.pdf PDF
Appendix C -ITS Standard Clauses april-2025.pdf PDF
Attachment 7 - NYS ITS Required Forms.pdf PDF
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APPENDIX E- GLOSSARY OF TERMS

IRFP C000979 - Salesforce Professional Services Enterprise

Agreement

Appendix E RFP Glossary of

Terms The following definitions shall apply to this Solicitation:

Term Definition Bidder, Proposer, Offeror Shall mean any person, partnership, firm, corporation, or other authorized entity submitting a bid to the State pursuant to this

IFB.

Contract The resulting State Comptroller-approved agreement between ITS and the successful bidder

Contractor Shall mean a successful company(s) awarded a contract pursuant to this IFB.

ET Prevailing Eastern Time

ITS Shall mean Office of Information Technology Services

Pricing The Bidder’s pricing schedules as set forth in Attachment 4.

Bid The Bidder’s Administrative and Financial Proposal (collectively referred to as “Submissions”) submitted in response to this IFB.

RFP or Procurement This Request for Proposals procurement request

APPENDIX E- GLOSSARY OF TERMS

IFB C000979 - Salesforce Professional Services Enterprise Agreement

Term Definition State or New York State Shall mean The People of the State of New York, which shall also mean the New York State Office of General Services and the

Office of Information Technology Services (ITS).

Subcontractor A subcontractor includes any entity that receives funds from the vendor to perform work on a contract awarded by the State. If the vendor will have a subcontractor perform part of the work, a separate responsibility questionnaire and review must be conducted if: the subcontractor is known at the time of the contract award; and the subcontract is valued at $100,000 or more.

For example, a vendor is awarded a contract worth $250,000 for an IT project. The vendor pays another firm $125,000 to write the software that will be used for the IT project. The firm is considered a subcontractor and must complete a questionnaire since their compensation is over $100,000.

https://www.osc.ny.gov/state-vendors/vendrep/how-conduct-vendor-responsibility-review

Unanticipated Enhancements

Unanticipated Enhancements refer to additional functionality and deliverables unknown to the Client Agency at the time of initial SOW and purchase order that the contractor and NYS ITS mutually agree on submission of a change request as described in section 2.7.3 of the RFP.

https://www.osc.ny.gov/state-vendors/vendrep/how-conduct-vendor-responsibility-review

Appendix E

File details come from the government source that posted it. Updated .