Wireless Device and Account Management

Upstate Medical University (“Upstate”) intends to make an award under our discretionary authority, which is up to $500,000.00, for wireless device and account management services, including monthly bill reviews, plan and rate recommendations, carrier bill issue resolution, rate negotiations, end-user device support and device order placement services as noted below, pursuant to New York State (“NYS”) Education Law §355(5)(a) which authorizes purchases without a formal competitive process in certain circumstances, including purchases from NYS small businesses, from business certified pursuant to Article 15-A of the NYS Executive Law, and if applicable that are recycled or remanufactured.  If you are interested in providing a proposal for the above commodity or service, you must contact the appropriately designated Campus contact in this advertisement within fifteen (15) business days of this Advertised Notice.  A sealed bid will not be held. Requirements / Scope of Work: Monthly Reviews: Monthly review to include, but not limited to: Voice and data monthly charges Voice and data usage patterns Additional charges and fees Equipment costs Updating/maintaining an active “Directory List” “Zero Use” Report – a listing of all voice and data lines with zero use “Findings and Recommendations” include a high-level “summary” of what was identified in the monthly bill review with “action items’ listed / updated each month. Equipment Orders / Technical support: Responsible for processing all approved equipment requests for corporate-backed wireless devices, for aiding in the activation and provisioning of each device, and for providing ongoing technical support to Upstate employees. Must provide technical support on-site. Ordering Portal: Vendor must have successfully developed and deployed a turnkey “Equipment Ordering Portal” to help streamline / standardize the ordering process for employees looking to replace equipment or to order new lines of service. Requests must require supervisor oversight / approval before they can be processed. The portal also must include auto-generated emails to the requesting employee, confirming receipt of the order and outlining the steps needed to prepare for their new equipment (e.g. back-up current device, update the OS). Vendor must serve as the single point of contact and liaison for the employee and Upstate IT, in terms of device provisioning (e.g. email set -up, Office 365 integration, data content transfer). The Portal must include options allowing employees to request line cancellations, service suspensions, and adding or removing international features. All of the activity generated through the Portal, must be tracked and reported for periodic reviews and monthly calls. Account Support/Maintenance: Vendor will be responsible for providing additional support respective to the maintenance of Upstate’s AT&T and Verizon corporate accounts. Support must include, but is not limited to; Aiding in the “onboarding” / “offboarding” of employees, relative to their wireless services. This includes tracking “0 use” lines of service. Adding/removing features (e.g. international features, text, voice mail). Suspending service, cancelling service, processing port requests. Facilitating changes of billing responsibility (e.g. personal to corporate, corporate to personal). Responding to general maintenance questions (e.g. damaged devices, checking upgrade eligibility, equipment pricing). Interacting with the carriers to; address billing errors, request billing credits, process plan changes, troubleshoot service impacting issues. Drone Support: Vendor must help provision, troubleshoot, and build on Upstate’s drone program, which involves the latest 5G cellular technologies. Vendor must be able to provide wireless support to approximately 12 drones to ensure connection with the carrier’s networks. Vendor must participate on the one-hour monthly calls with Upstate and carriers (specifically AT&T) to discuss the roadmap for expanding the program. This procurement is subject to NYS Finance Law (“SFL”) §§139 –j & –k, also known as the Lobbying Law, therefore, vendors are cautioned that the only permissible contact for this procurement is the individual(s) listed below.  Contacting any other individuals at Upstate in connection with this advertisement may constitute a violation of SFL.  Failure to comply with this requirement can range from no contract award to debarment from sales to any NYS agency.  Please refer to the Office of General Services website at http://www.ogs.ny.gov/aboutOgs/regulations/d efaultSFL 139j-k.asp for more information on the Lobbying Law. The successful contractor will be required to submit applicable documents related to Vendor Responsibility, NYS SFL §§139 –j & –k and NYS Tax Law Section 5-a. The successful contractor will be required to submit valid and current NYS Workers’ Compensation and Disability forms. Service-Disabled Veteran-Owned Set Aside: No Minority Owned Sub-Contracting Goal: 0% Women Owned Sub-Contracting Goal: 0% Due date:08/21/2025 10:00 AM Eastern Standard Time Contract term: 5 Years County(ies): All NYS counties Location: 750 East Adams Street