Salesforce Integration Modernization for OASAS
Closed State & local contract opportunity Posted
- Solicitation number
- 2136824
- State
- New York
- Responses due
Opportunity facts
- Jurisdictions
- Point of contact
-
- Laura Crammond its.sm.mat.solicitations@its.ny.gov (518) 000-0000
Updated .
About this opportunity
The New York State Office of Information Technology Services is procuring a two-year Salesforce integration modernization contract (C000999) on behalf of the Office of Addiction Services and Supports, with proposals due August 14, 2026 at 2:30 PM. This procurement is limited to New York State-certified Minority and Women-Owned Business Enterprises or Service-Disabled Veteran-Owned Businesses, with mandatory participation goals of 15% MBE, 15% WBE, and 6% SDVOB.
The scope encompasses comprehensive assessment of 13 legacy departmental applications (ColdFusion, Microsoft Access, Excel, Outlook) and two Salesforce Sandbox applications; documentation of current-state architecture, processes, and data landscapes; design of target-state Salesforce architecture including security models and data migration strategy; and development, testing, user acceptance testing, pilot deployment, training, and knowledge transfer for all 15 applications, with the two Sandbox applications promoted to production. Work is performed in Albany County and Albany City, New York.
Eligible vendors must hold active Salesforce partnership status at Silver tier or higher, demonstrate a minimum of three years Salesforce implementation experience with at least two completed legacy-to-Salesforce migrations, maintain a minimum of three Salesforce-certified professionals (Certified Technical Architect, Application Architect, System Architect, or Platform Developer), and provide documented experience with ColdFusion, Microsoft Access, and Excel migrations, data migration, security model design in regulated environments (HIPAA, NIST, FISMA Moderate, CFR42), and legacy application modernization. Vendors must be licensed to conduct business in New York or obtain licensure within 30 days of award.
The financial bid must be all-inclusive and fixed-price across 148 detailed deliverables across five phases: Program Governance and Delivery Management, Current-State Assessment, Modernization Strategy and Design, Requirements through Deployment, and Closeout and Transition. Subcontracting is limited to 15% of total contract value, exclusive of MWBE or SDVOB subcontracted work. Payment is made only upon State acceptance of deliverables at designated milestones.
Proposals must include a Letter of Interest (maximum two pages), proof of M/WBE or SDVOB certification, and a completed Financial Bid Workbook. Vendor questions were due July 17, 2026; ITS responses were due July 31, 2026. No incumbent contractor is identified. Contract value is not disclosed. Contractors must comply with New York State AI Policy NYS-P24-001, including 90-day advance written notice before deploying any AI technology and explicit written approval from ITS before implementation. Contractors must maintain Commercial General Liability Insurance of not less than $2 million per occurrence, Cyber Liability Insurance of $1–10 million depending on risk classification, and Data Breach and Privacy Insurance with tiered limits, all from carriers rated A.M. Best A- or better.
Opportunity text
ITS, on behalf of the New York State (NYS) a is procuring a two-year contract (C000999) for OASAS has pre-classified all 15 in-scope applications. The 13 legacy departmental applications are rated low complexity. (ColdFusion, Access, Excel, Outlook.) including 2 applications in Salesforce Sandbox. 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 • Document the current state (As-Is) architecture, processes, and data landscape • Design the target state (To-Be) architecture on the Salesforce platform • Develop a detailed, prioritized modernization roadmap • Define the security model for the modernized Salesforce environment • Develop a data migration strategy and execution plan • Build, test and roll out new applications • Review, refactor (refine development approach and include minimum new requirements as needed), test and promote the two (2) internal Salesforce Sandbox applications to Production Business enterprises awarded an identical or substantially similar procurement contract within the past five years: None Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 6.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 15.00% WBE Goal: 15.00%
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