State University of New York

Buyer seeks SaaS-based software and implementation services to support academic program review and approval processes. The solution will streamline current workflows that depend on document exchange via email and manual data entry. Buyer requires a system that supports form creation, workflow management, user permissions, and integrates with existing identity management systems. The contract period is three years with capacity for at least 275 users.

• 4/16/2025 - Questions Due
• 4/22/2025 - Answers to Questions
• 4/30/2025 - Proposal Due Date

• Provide completed HECVAT or equivalent security assessment
• Submit current SOC 2 Type II report or equivalent documentation
• Complete certification regarding NYS Executive Order No. 16

• Create and maintain web forms with conditional logic and workflows
• Develop varied permission levels for viewing/editing form content
• Configure automatic email generation and notification systems
• Support data migration from existing program database
• Implement integration with SUNY's Federated Identity Management
• Enable form field export for generating approval letters
• Configure form submission blocking for incomplete required fields
• Design comprehensive searchable dashboards for tracking actions
• Set up automatic assignment of submissions to appropriate reviewers
• Ensure compliance with SUNY's SaaS security requirements