CAS/CANS Functional Needs Assessment Services

Closed State & local contract opportunity Posted

Solicitation number
2138531
State
New York
Responses due

Opportunity facts

Updated .

About this opportunity

Written by GovTribe AI ·

The New York State Office for People With Developmental Disabilities (OPWDD) is soliciting proposals to administer functional needs assessments for enrollees eligible for OPWDD services under RFP OPD-2026-27, with proposals due October 1, 2026, and a mandatory pre-bid conference attendance requirement (one of two sessions: August 31 via Microsoft Teams or September 3 via Zoom).

This is a single-contract award. Vendors must attend at least one mandatory pre-bid conference to be eligible. The scope comprises the Child and Adolescent Needs and Strengths (CANS-NY) assessment for individuals under 18 and the Coordinated Assessment System (CAS) assessment for individuals 18 and older, with anticipated annual volumes of approximately 6,000 initial CANS-NY assessments, 39,750 CANS-NY reassessments, 6,100 initial CAS assessments, and 120,000 CAS reassessments. The contractor must also support CASCANS plans and reports and requested informatics enhancements.

Minimum qualifications include five years of experience managing a workforce of at least 300 people with statewide geographic distribution; a data management system capable of capturing person-level data for at least 200,000 people meeting state and federal security standards; a 24/7/365 telephony and scheduling system; and capacity to process a minimum of 135,000 assessment assignments annually. OPWDD prefers a CMS-recognized Quality Improvement Organization (QIO) or QIO-like entity with demonstrated medical and utilization review experience for Medicaid-funded programs.

The contract term is five years, extending through March 31, 2032, with continued approval beyond five years at OPWDD's and the Office of the State Comptroller's sole discretion. The contractor must achieve at least 50% of requested monthly assessment volume within 90 days and 100% within 180 days, with a 180-calendar-day start-up period and associated one-time start-up costs not exceeding the proposed monthly budget for full capacity. OPWDD will withhold start-up costs in phases tied to milestones: 30% each at 30 and 60 days, 10% each at 90, 120, and 150 days, and the final 10% at 180 days. Service level agreements require newly eligible assessments within 30 days and priority assignments within 45 days. OPWDD will withhold 25% of deliverable payments for assessments exceeding quality thresholds.

The estimated total contract value is $5 million over five years. Pricing for years 1–2 is fixed; years 3–5 allow a maximum 3% annual increase for Consumer Price Index adjustments. Travel expenses are reimbursed per Federal GSA rates and New York State Comptroller guidelines. Evaluation comprises 70 points for technical merit and 30 points for cost. Questions are due September 10, 2026, with responses issued September 17, 2026. The anticipated contract start date is April 1, 2027.

Opportunity text

As posted by the source.

The New York State Office for People With Developmental Disabilities ( OPWDD) is issuing the attached RFP CAS/CANS Functional Needs Assessment Services ( OPD-2026-27) to administer NYS approved functional needs assessments for enrollees eligible for OPWDD services, with the intent to award one contract for these services. This will be posted on OPWDD's Procurement Opportunity page which can be found at Procurement Opportunities | Office for People With Developmental Disabilities All future updates to this RFP will be posted on the NYS Contract Reporter. Calendar of Events RFP Release Date ……………………………………… … Wednesday, August 26, 2026 Mandatory Pre-Bid Conference………………via TEAMS Monday, August 31, 2026, at 1:00PM Mandatory Pre-Bid Conference………… via ZOOM Thursday, September 3, 2026, at 11:00AM Deadline for Submission of Questions …………………….. Thursday, September 10, 11:00 2026 Issuance of Responses to Questions …………………… … Thursday, September 17, 2026 Proposal Due Date …………………………………………… … Thursday , October 1, 2026 Anticipated Notification of Tentative Award ……………………… …….…. TBD Anticipated Contract Start Date ………………… ……….. ... April 1, 2027 NOTE: The above dates are tentative and subject to change at OPWDD's sole discretion. Vendors must attend one (1) out of the two (2) mandatory pre-bid conferences listed above in order to be eligible to submit a proposal. Please see Microsoft TEAMS and ZOOM links below for respective mandatory pre-bid conferences: https://teams.microsoft.com/meet/235868850989535?p=R0R5pJpo61fEDkBkvC https://us04web.zoom.us/j/71683384279?pwd=UmuKaowm0Sh3yzMRKaZOTyY7rdoO7i.1 Pursuant to State Finance Law (SFL) §§ 139-j and 139-k, this Solicitation includes and imposes certain restrictions on communications between OPWDD and a Bidder during the procurement process. The restricted period begins at the moment of the earliest posting, on a governmental entity's website, in a newspaper of general circulation, or in the procurement opportunities newsletter, of intent to solicit offers or bids, and it ends only after final award and approval of the Contract by OPWDD and, if applicable, the Office of the State Comptroller (OSC). Throughout this restricted period, a Bidder is restricted from making contacts to staff other than those so designated, unless it is a contact that is included among certain statutory exceptions set forth in SFL § 139-j(3)(a). Designated staff, as of the date hereof, are identified below. OPWDD employees are required to obtain certain information when contacted during the restricted period and to make a determination of the responsibility of the Bidder pursuant to SFL §§ 139‑j and 139‑k. Certain findings of non-responsibility can result in rejection for Contract award. In the event of two such findings within a four-year period, the Bidder is debarred from obtaining governmental procurement contracts for four years. Further information about these requirements can be found on the Office of General Services website at https://ogs.ny.gov/acpl/. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: Open Book New York - Office of the State Comptroller Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 6.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 17.00% WBE Goal: 13.00% Disadvantaged Business Enterprise contracting goals (DBE) DBE Goal: 0.00%

Files

File Type Posted
OPD-2026-27_CASCANS_LibraryofAttachments.pdf PDF
CAS_CANS_ContractBoilerplate.pdf PDF
OPD-2026-27_CASCANS_Attachment_2_Cost_Proposal.xlsx XLSX spreadsheet
OPD-2026-27_CASCANS_RFP.pdf PDF

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