MH263035 - Older Adult Technical Assistance Center (OATAC)

Older Adult Technical Assistance Center (OATAC)
Request for Proposals
Grant Procurements
(On-Line Submission Required)
Statewide Financial System (SFS) Identifier- MH263035
AUGUST 2026

New York State Office of Mental Health
TABLE OF CONTENTS
1. INTRODUCTION AND BACKGROUND ......................................................................... 1
1.1 Purpose of the Request for Proposal ................................................................... 1
1.2 Target Population/Eligibility Criteria ..................................................................... 1
2. PROPOSAL SUBMISSIONS .................................................................................................. 1
2.1 Designated Contact/Issuing Officer ...................................................................... 1
2.2 Key Events/Timeline ............................................................................................ 2
2.3 Disposition of Proposals ....................................................................................... 2
2.4 Eligible Agencies.................................................................................................. 2
2.5 RFP Questions and Clarifications ........................................................................ 2
2.6 Addenda to Request for Proposals ...................................................................... 3
2.7 Disqualification Factors ........................................................................................ 3
2.8 SFS Prequalification Requirement ....................................................................... 3
2.9 Vendor Registration, Prequalification and Training Resources for Not-for-Profits . 4
3. ADMINISTRATIVE INFORMATION ....................................................................................... 6
3.1 Reserved Rights .................................................................................................. 6
3.2 Debriefing ............................................................................................................ 7
3.3 Protests Related to the Solicitation Process ......................................................... 7
3.4 Term of Contracts ................................................................................................ 8
3.5 Minority and Women Owned Business Enterprises .............................................. 8
3.6 Participation Opportunities for New York State Certified Service-Disabled
Veteran Owned Business ................................................................................... 10
3.7 Equal Opportunity Employment .......................................................................... 10
3.8 Sexual Harassment Prevention Certification ...................................................... 11
3.9 Gender-Based Violence and the Workplace Certification ................................... 11
3.10 Bid Response .................................................................................................... 11
3.11 Acceptance of Terms and Conditions................................................................. 11
3.12 Freedom of Information Requirements ............................................................... 12
3.13 NYS and OMH Policies ...................................................................................... 12
4. EVALUATION FACTORS AND AWARDS ............................................................................12
4.1 Evaluation Criteria .............................................................................................. 12
4.2 Method for Evaluating Proposals ....................................................................... 13
4.3 Process for Awarding Contracts ......................................................................... 13
4.4 Initial Awards and Allocations ............................................................................ 13
4.5 Contract Termination and Reassignment ........................................................... 13
4.6 Award Notification .............................................................................................. 13
5. SCOPE OF WORK ...............................................................................................................14
5.1 Introduction ........................................................................................................ 14
5.2 Objectives and Responsibilities .......................................................................... 15
5.3 Operating Funding ............................................................................................. 16
6. PROPOSAL NARRATIVE .....................................................................................................16
6.1 Qualifications ..................................................................................................... 16
6.2 Content Areas .................................................................................................... 17
6.3 Technical Assistance and Reporting .................................................................. 18
6.4 Diversity, Equity, Inclusion and Recipient Input .................................................. 18
6.5 Financial Assessment ........................................................................................ 19
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New York State Office of Mental Health
OLDER ADULT TECHNICAL ASSISTANCE CENTER (OATAC)
RFP#MH263035
Applicant Checklist
Frequent Issues/Questions:
- Please begin working on your application in SFS no later than 5 business days before the
application due date and submit no later than 48 hours before the due date. This will allow you
time to troubleshoot any issues that arise that may prevent you from submitting. Exceptions will not be
considered or made for an applicant who cannot complete their proposal/application by the due date
and time of the RFP.
- All required forms/templates are available in the "Event Comments and Attachments" section of SFS.
Please note that there are restrictions on the type, size and naming conventions of the files and
attachments uploaded in SFS. For more information, please review the SFS Attachment Guide here.
Failure to comply with these guidelines may result in attachments not being viewable to reviewers.
- No workplan is required at this time. If awarded, a workplan will be developed during the contract
development phase.
- The "Bid Amount" box is required to be filled out in SFS. Please enter the total amount of funding your
organization is requesting from NYS OMH in this box.
- New York State reserves 5-10 business days from the receipt of complete Prequalification Applications
to conduct its review. If supplementary information or updates are required, review times will be longer.
Due to the length of time this process could take to complete, it is advised that nonprofits prequalify as
soon as possible. Failure to successfully complete the prequalification process early enough will
prohibit the submission of the application in SFS.
____________________________________________________________________________
Please complete the following checklist prior to submission of your proposal. This checklist SHOULD NOT
be submitted; it is for your use only.
Confirm the following:
Your organization has met the eligibility requirements outlined in Section 2.4 Eligible Agencies
Your organization is prequalified in SFS. SFS will prevent submission if your organization is a not-for-
profit and not prequalified (see Section 2.8 and 2.9 of the RFP document for more information on
Registration, Prequalification and Training Resources for SFS)
Updates to the RFP can happen at any time, per Section 2.6, check the OMH website for any updates
to the RFP posted by OMH
Provider Contact form completed and uploaded in SFS
Sexual Harassment Prevention Certification Completed and uploaded in SFS
Gender Based Violence and the Workplace Certification completed and uploaded in SFS
Proposal Template completed and any applicable attachments labeled with question numbers (For
example, if a question asks for an org chart, when providing that document, make sure it is labeled
specific to that question number.)
Proposal Template and attachments (except budget, see next checkbox) combined into one PDF and
uploaded in SFS under Q1
Budget Template Completed (left in Excel) and uploaded in SFS under Q2
Application submitted in SFS prior to the due date and time listed in Section 2.2 Key Events/Timeline
(OMH strongly advises that applicants do not wait until the last day/last few hours to complete and
submit applications/proposals to Grant RFPs. Exceptions will not be considered or made for an
applicant who cannot complete their proposal/application by the due date and time of the RFP.
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New York State Office of Mental Health
1. Introduction And Background
1.1 Purpose of the Request for Proposal
The New York State Office of Mental Health (OMH) announces the availability of funds for
an Older Adult Technical Assistance Center (OATAC) to support and improve the service
delivery of geriatric service demonstration programs through the "Teams to Promote Aging
in Place in OMH Supportive Housing (TPAP)" grant. These programs will create an
interdisciplinary team of an OMH Supportive Housing case manager, a local office for the
aging case manager, a homecare professional, and at least one paid peer professional
who will collaborate with the OMH supportive housing residents to identify outstanding
service and social needs, building a person-centered, holistic plan that is based on the
older adult's priorities and preferences for aging in place. The OMH supportive housing
provider, as the lead applicant, will also partner with local community organizations to meet
social determinants of health and social engagement needs.
The OATAC will be responsible for training and technical assistance focused on
programmatic and fiscal strategies to support the planning, implementation, operation, and
evaluation of the service demonstration programs as detailed in Section 5.2.
1.2 Target Population/Eligibility Criteria
The target population is older adults (aged 55 and older and those younger than 55 with
complex medical conditions that necessitate homecare) whose engagement,
independence, tenure, or survival in the community is in jeopardy due to lack of access to
needed cross-system care coordination and navigation, homecare services, and
resources to address social determinants of health and social engagement needs. "Teams
to Promote Aging in Place in OMH Housing (TPAP)" will focus on OMH older adult
supportive housing residents who have unmet and emerging needs that impede their
ability to age in place in OMH supportive housing based on the grantee's analysis of
community needs and population data. The goal of the program is to promote community
inclusion and integration.
2. Proposal Submissions
2.1 Designated Contact/Issuing Officer
OMH has assigned an Issuing Officer for this project. The Issuing Officer or a designee
shall be the sole point of contact regarding the RFP from the date of issuance of the RFP
until the issuance of the Notice of Conditional Award. To avoid being deemed non-
responsive, an applicant is restricted from contacting any other personnel of OMH
regarding the RFP. Certain findings of non-responsibility can result in rejection for a
contract award. The Issuing Officer for this RFP is:
Amanda Szczepkowski
New York State Office of Mental Health
Contracts and Claims
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New York State Office of Mental Health
44 Holland Avenue, 7th Floor Albany,
NY 12229
OMHLocalProcurement@omh.ny.gov
2.2 Key Events/Timeline
RFP Release Date 08/27/2026
Questions Due 09/17/2026
Questions and Answers Posted on Website 10/08/2026
Proposals Due by 2:00 PM EST* 10/29/2026
Anticipated Award Notification 12/10/2026
Anticipated Contract Start Date 07/01/2027
*OMH strongly advises that applicants do not wait until the last day/last few hours to
complete and submit applications/proposals to Grant RFPs. Exceptions will not be
considered or made for an applicant who cannot complete their proposal/application by
the due date and time of the RFP. Please note that there are restrictions on the type,
size and naming conventions of the files and attachments uploaded in SFS. For
more information, please review the SFS Attachment Guide here. Failure to
comply with these guidelines may result in attachments not being viewable to
reviewers.
2.3
Disposition of Proposals
All proposals submitted by the due date and time become the property of OMH. Any
proposals not received by the due date and time do not get reviewed and are excluded
from consideration.
2.4
Eligible Agencies
Eligible applicants are not-for-profit agencies with 501(c) incorporation.
Prequalification is required for all not-for-profit organizations seeking grant funding from
New York State. Please see Sections 2.8 and 2.9 for additional Prequalification
Information.
Please be advised that all questions regarding eligibility will be responded to through the
official posting of the Questions and Answers. No questions about eligibility will be
responded to either individually or prior to the posting of the Q&As.
2.5
RFP Questions and Clarifications
All questions or requests for clarification concerning the RFP shall be submitted in writing
to the Issuing Officer by e-mail to OMHLocalProcurement@omh.ny.gov by the
"Questions Due" date indicated in Section 2.2 and will be limited to addressing only those
questions submitted by the deadline. No questions can be submitted or will be answered
after this date. No questions will be answered by telephone or in person. Please enter
"Older Adult Technical Assistance Center" in the subject line of the email.
The questions and official answers will be posted on the OMH website by the date listed
in the timeline Section 2.2.
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New York State Office of Mental Health
2.6 Addenda to Request for Proposals
In the event that it becomes necessary to revise any part of the RFP during the application
submission period, an addendum will be posted on the OMH website and the NYS
Contract Reporter.
It is the applicant's responsibility to periodically review the OMH Procurement website and
the NYS Contract Reporter to learn of revisions or addendums to this RFP. No other
notification will be given.
2.7 Disqualification Factors
Following the opening of bids a preliminary review of all proposals will be conducted by
the Issuing Officer or a designee to review each proposal for completeness and verify that
all eligibility criteria have been met. Additionally, during the proposal evaluation process,
evaluators will review eligibility criteria and confirm that all criteria has been met. During
the course of either of these reviews, proposals that do not meet basic participation
standards will be disqualified, specifically:
* Proposals from applicants that do not meet the eligibility criteria as outlined in
Section 2.4; or
* Proposals that do not comply with bid submission and/or required format
instructions as specified in Section 2.9; or
* Proposals from eligible not-for-profit applicants who have not completed Vendor
Prequalification, as described in Section 2.8, by 2:00 PM EST on the Proposal Due
Date posted in Section 2.2.
Protests related to disqualification must be filed within ten (10) business days after the
notice of disqualification.
2.8 SFS Prequalification Requirement
Pursuant to the New York State Division of Budget Bulletin H-1032, dated June 7, 2013,
New York State has instituted key reform initiatives to the grant contract process which
require not-for-profits to be Prequalified in order for proposals to be evaluated and any
resulting contracts executed.
Proposals received from eligible not-for-profit applicants who have not been Prequalified
by the proposal due date of 2:00 PM EST on the Proposal Due Date posted in Section 2.2
will not be able to submit their bid response through SFS.
Please do not delay in beginning and completing the prequalification process. The
State reserves five (5) days to review submitted prequalification applications.
Prequalification applications submitted to the State for review less than 5 days prior
to the RFP due date and time may not be considered. Applicants should not assume
their prequalification information will be reviewed if they do not adhere to this
timeframe.
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New York State Office of Mental Health
2.9 Vendor Registration, Prequalification and Training Resources for Not-for-Profits
NOTE: All applications must be submitted through the Statewide Financial System
(SFS). No applications will be accepted electronically, US Postal Service, express
mail delivery service or hand delivered.
For any application that does not contain all of the required documentation and/or "See
Attached" responses that were to be uploaded, please be advised that the application will
be reviewed and scored as submitted. For any incomplete response or missing and/or
inappropriately submitted documentation, points will be deducted. It is the responsibility
of the applicant to ensure, prior to submission, that the application is appropriate and
complete. A workplan is not required for this RFP.
Each proposal submission through SFS is required to contain:
* Operating Budget (Appendix B)
All applicants must be registered with the New York Statewide Financial System
(SFS) , and all not-for-profit agencies must be prequalified prior to proposal
submission.
This grant opportunity is being conducted as an SFS bid event. Not-for-profit vendors that
are not prequalified can initiate and complete bid responses. However, not-for-profit
vendors that are not prequalified will NOT be allowed to submit their bid response for
consideration.
Information on Registration and Prequalification are available on the Grants Management
Website. A high-level synopsis is provided below.
Registering as an SFS Vendor
To register an organization send a complete Grants Management Registration Form for
Statewide Financial System (SFS) Vendors and accompanying documentation
where required by email to grantsmanagement@its.ny.gov. You will be provided with a
username and password allowing you to access SFS.
Note: New York State Grants Management reserves 5-10 business days from receipt
of complete materials to process a registration request. Due to the length of time
this process could take to complete, it is advised that new registrants send in their
registration form as soon as possible. Failure to register early enough may prevent
potential applicants from being able to complete a grant application on time.
If you have previously registered and forgot your username, please contact the SFS Help
Desk at (855) 233-8363 or at Helpdesk@sfs.ny.gov. If you forgot your password, please
click the SFS Vendor Forgot Password link from the main log in page and follow the
prompts.
Prequalifying in SFS
* Log into the SFS Vendor Portal.
* Click on the Grants Management tile.
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New York State Office of Mental Health
* Click on the Prequalification Application tile. The Prequalification Welcome Page
is displayed. Review the instructions and basic information provided onscreen.
Note - If either of the above referenced tiles are not viewable, you may be
experiencing a role issue. Contact your organization's Delegated Administrator
and request the Prequalification Processor role.
* Select the Initiate a Prequalification Application radio button and click the Next
button to begin the process. Starting with Organization Information, move through
the steps listed on the left side of the screen to upload Required Documents,
provide contacts and submit your Prequalification Application.
Note: If the Initiate Prequalification Application radio button is not available,
your organization may have already started a prequalification application
and could even be prequalified. Click on the Version History link to review
your organization's prequalification status. If you are not currently
prequalified, or your prequalification expires prior to the due date of this
RFA, you will need to choose Collaborate On or Update your application.
* System generated email notifications will be sent to the contact(s) listed in the
contacts section when the prequalification application is submitted, approved, or
returned by the State for more information. If additional information is requested
be certain to respond timely and resubmit your application accordingly.
Note: New York State reserves five (5) business days from receipt of complete
Prequalification applications to conduct its review. If supplementary information or
updates are required, review times will be longer. Due to the length of time this
process could take to complete, it is advised that not-for-profits Prequalify as soon
as possible. Failure to successfully complete the Prequalification process early
enough will prohibit the submission of the application in SFS.
Final Submission Format
Please note that all responses/applications/submissions to this RFP must be submitted
through the Statewide Financial System (SFS). No mailed, delivered, or emailed
submissions will be accepted. OMH strongly recommends that applicants plan
accordingly and allow enough time to appropriately complete and submit by the due date
and time of this RFP.
When providing uploads in response to any of the questions posed (other than the
Fiscal/Budget component), please upload only PDF versions of those documents. When
saving these files before uploading, with the exception of an underscore, please do not
use any special characters in the file name, use only letters. All attachments required with
the proposal must be combined into the proposal template PDF and clearly labeled.
Uploading documents that are not in PDF form (other than the budget, which must be
uploaded as an excel document) will result in the disqualification of the application.
Specific questions about SFS should be referred to the SFS Help Desk
at helpdesk@sfs.ny.gov.
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New York State Office of Mental Health
On Demand Grantee Training Material
A recorded session with information about the transition to SFS is available for Grantees
on the Grants Management website - https://grantsmanagement.ny.gov/ and in
SFS Coach.
The following training material on grants management functionality is currently available
on SFS Coach:
* SFS Vendor Portal Reference Guide
(https://upk.sfs.ny.gov/UPK/VEN101/FILES/SFS_Vendor_Portal_Access_Refere
nce_Guide.pdf) to help Grantees understand which Grants Management roles
they need in the SFS Vendor Portal based on the work they are currently involved
in.
* Grantee Handbook
(upk.sfs.ny.gov/UPK/VEN101/FILES/Grantee_User_Manual.pdf), which provides
screenshots and step-by-step guidance on how to complete Grants Management-
related tasks in SFS.
* On-demand training videos focused on each aspect of the Grants Management
business process.
Agencies can view vendor training material in SFS Coach by selecting SFS
Training for Vendors from the Topic drop-down list.
3.Administrative Information
3.1 Reserved Rights
OMH reserves the right to:
* Reject any or all proposals that are deemed non-responsive or do not meet the
minimum requirements of the RFP, or are determined to be otherwise
unacceptable, in the agency's sole discretion;
* Withdraw the RFP at any time, at the agency's sole discretion;
* Make an award under the RFP in whole or in part;
* Disqualify any applicant and rescind any conditional award or contract made to
such applicant whose conduct as a provider does not meet applicable standards
as determined solely by OMH, and/or proposal fails to conform to the requirements
of the RFP;
* Seek clarifications and revisions of proposals for the purpose of assuring a full
understanding of the responsiveness to this solicitation's requirements;
* Use proposal information obtained through the State's investigation of an
applicant's qualifications, experience, ability or financial standing, and any material
or information submitted by the applicant in response to the agency's request for
clarifying information in the course of evaluation and/or selection under the RFP;
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New York State Office of Mental Health
* Prior to the bid opening, direct applicants submit proposal modifications
addressing subsequent RFP amendments;
* Prior to the bid opening, amend the RFP specifications to correct errors or
oversight, supply additional information, or extend any of the scheduled dates or
requirements and provide notification to potential bidders via the OMH website,
SFS and the New York State (NYS) Contract Reporter;
* Eliminate any non-material specifications that cannot be complied with by all of the
prospective applicants;
* Waive any requirements that are not material;
* Negotiate any aspect of the proposal with the successful applicant in order to
ensure that the final agreement meets OMH objectives and is in the best interests
of the State;
* Conduct contract negotiations with the next applicant responsible, should the
agency be unsuccessful in negotiating with the selected applicant;
* Require clarification at any time during the procurement process and/or require
correction of arithmetic or other apparent errors for the purpose of assuring a full
and complete understanding of an applicant's proposal and/or to determine an
applicant's compliance with the requirements of the solicitation;
* Cancel or modify contracts due to insufficiency of appropriations, cause,
convenience, mutual consent, non-responsibility, or a "force majeure";
* Change any of the scheduled dates stated in the RFP.
3.2 Debriefing
OMH will issue award and non-award notifications to all applicants. Non-awarded
applicants may request a debriefing, in writing, requesting feedback on their proposal
within 15 calendar days of the OMH dated letter. OMH will not offer debriefing to providers
who receive an award. OMH will not offer ranking, statistical, or cost information of other
proposals until after the NYS Office of the State Comptroller has approved all awards
under this RFP. Written debriefing requests may be sent to the Designated Contact, as
defined in Section 2.1.
3.3 Protests Related to the Solicitation Process
Protests based on errors or omissions in the solicitation process, which are or should have
been apparent prior to the deadline for receipt of all written questions for this RFP, must
be filed prior to the deadline for questions. In the event an applicant files a timely protest
based on error or omission in the solicitation process, the Commissioner of OMH or their
designee will review such protest and may, as appropriate, issue a written response or
addendum to the RFP to be posted on the OMH website in the RFP section. Protests of
an award, non-award or disqualification decision must be filed within ten (10) business
days after the notice of conditional award, non-award, or disqualification, or five (5)
business days from the date of the debriefing. The Commissioner or their designee will
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