Discretionary 26016- Salesforce Advisory Services- Distributor/Resellers
Closed State & local contract opportunity Posted
- Solicitation number
- 2137414
- State
- New York
- Responses due
Opportunity facts
- Jurisdictions
- Points of contact
-
- Nathaniel Beyer nathaniel.beyer@oasas.ny.gov (518) 485-2915
- Kristen DelSignore oasasprocurements@oasas.ny.gov (518) 457-6266
- Kristen DelSignore kristen.delsignore@oasas.ny.gov (518) 457-6266
Updated .
About this opportunity
The New York State Office of Addiction Services and Supports (OASAS) is seeking proposals for Salesforce implementation advisory services under discretionary authority up to $1.5 million, with proposals due August 14, 2026. This procurement is restricted to businesses certified as Minority and Women-Owned Business Enterprises (MWBE) or Service-Disabled Veteran-Owned Businesses (SDVOB) under New York State law, and vendors must be authorized Salesforce distributors or resellers — both are hard eligibility gates.
The scope covers twelve months of Salesforce advisory services beginning four weeks after contract execution, including a Chief Technology Officer focused on platform architecture, a Chief Technology Officer focused on data, a Solution Architect, and an Engagement Manager. Services encompass security and architecture guidance, configuration and testing oversight, data governance, governance-structure consulting, policy development, roles-and-responsibilities definition, intake-process design, architecture optimization, DevOps strategy, program management, data stewardship, and compliance alignment. The engagement excludes overall project management, primary responsibility for project outputs, management of customer resources, custom APIs, mobile app configuration, and data migration unless mutually agreed in writing. Services are delivered virtually unless otherwise agreed. The SOW includes 200 courtesy hours of Salesforce Chief Technology Officer expertise at no charge, expiring upon engagement conclusion and non-transferable.
The engagement is structured on a time-and-materials basis with estimated annual rates and budgeted hours per resource type, subject to a not-to-exceed project fee. Estimated travel and related expenses are $25,000. OASAS will evaluate proposals on best value, considering vendor qualifications and experience, demonstrated understanding of the scope, proposed technical approach, ability to meet the required timeframe, and proposed cost. There is no formal Q&A period; vendors may submit questions to oasasprocurements@oasas.ny.gov, with responses expected within two business days. A prior award to Currier, McCabe and Associates, Inc. dba CMA Consulting Services for an identical or substantially similar contract is noted.
Opportunity text
The New York State Office of Addiction Services and Supports (OASAS) intends to contract with a vendor pursuant to its discretionary authority under State Finance Law §163(6), which permits discretionary purchases up to $1,500,000, to provide implementation services for Salesforce products, as outlined in the attached document included with this advertisement. This procurement opportunity is limited to businesses certified pursuant to Article 15-A of the New York State Executive Law (MWBE) and businesses certified pursuant to Article 3 of the Veterans' Services Law (SDVOB). Vendors must also be an authorized Salesforce distributor or reseller. OASAS intends to make an award based on the proposal determined to represent the best value to the State. In making this determination, OASAS may consider factors including, but not limited to, the vendor's qualifications and experience, demonstrated understanding of the Scope of Work, proposed technical approach, ability to successfully complete the project within the required timeframe, and proposed cost. There will be no formal Question and Answer period. However, vendors may submit questions by email to oasasprocurements@oasas.ny.gov. OASAS will make reasonable efforts to respond within two (2) business days. At its sole discretion, if OASAS determines that a question and response would be beneficial to all potential applicants, OASAS reserves the right to post both the question and the corresponding response on the New York State Contract Reporter for public review. Please submit a Scope of Work and Quote referencing Discretionary-26016 Salesforce Advisory Services to: oasasprocurements@oasas.ny.gov Business enterprises awarded an identical or substantially similar procurement contract within the past five years: Currier, McCabe and Associates, Inc. dba CMA Consulting Services
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