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Salesforce Reseller Services for State Aid Subrecipient Monitoring Application

Overview


Business Systems (ERP, CRM & POS)
New York, United StatesPosted: July 21st, 2026Deadline: August 10th, 2026

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SUMMARY


Seeking a Salesforce reseller and implementation partner to deliver and support a secure state aid subrecipient monitoring platform in New York. The solution will include portal access, expense tracking, approvals, reporting, and risk-based monitoring on Salesforce technologies.

KEY REQUIREMENTS


TIMELINE


Version 1 to be built within 1 month of contract execution.

Version 2 to be built within 10 months of contract execution, including requirements defined at 7 months post contract execution.

Issuing Agency


New York State Office Of Addiction Services And Supports

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DESCRIPTION


The procuring entity seeks a vendor to provide Salesforce reseller services to design, configure, implement, and support the State Aid Subrecipient Monitoring Application (SASMA). The application is intended to serve as a secure, Salesforce-based digital platform that enables subrecipient organizations to submit, track, and reconcile state aid expenses against approved allocations, while allowing staff to review, validate, and approve submissions through a controlled and auditable workflow.

The solution is expected to use Salesforce Public Sector Solutions as the core data system, Experience Cloud for the provider-facing portal, OmniStudio for guided workflows and business logic, and Flow and approval processes to support multi-level review workflows. Required capabilities include portal access and identity management, expense submission, multi-level review and approval, baseline fund tracking and notifications, reporting and analytics, and risk-based monitoring.

The anticipated contract term is one year.

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Frequently asked questions


When is the submission deadline?
Submissions are due August 10, 2026.
Who issued this RFP?
It was issued by New York State Office Of Addiction Services And Supports. The work is located in New York, United States.
Who is a good fit for this opportunity?
  • Salesforce reseller with implementation and support capabilities
  • Experience with Salesforce Public Sector Solutions and Experience Cloud
  • Proven delivery of case management, workflow, or grants monitoring platforms
  • Expertise in OmniStudio, Flow, approvals, reporting, and dashboards
  • Capability in secure portal access and identity management
  • Familiarity with auditable review and compliance-focused business processes
  • Ability to provide one-year support and ongoing platform administration
  • Past performance with government or public sector clients

Analysis generated by Settle AI from the source RFP.

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