Financial Aid Portion of Technolutions Slate CRM

The government authority located in Westfield, MA needs a vendor to build out the financial aid portion of the Technolutions Slate CRM. The requested scope includes building custom fields, checklists, materials, queries, financial aid reports, necessary rules, portal views, and the financial aid award letter in both the Slate environment and test environment. Additionally, the vendor must identify required Banner fields and assist during calls with IData to facilitate the data transfer from Banner to Slate. Eligible applicants are restricted to onshore US organizations, and the performance of the work must take place onsite. Interested vendors must submit all questions no later than October 13, 2026. The buyer is looking for proposals to determine the budget, though specific application submission methods, evaluation criteria, and contract terms are not provided in the text.