Technolutions Slate Financial Aid CRM Implementation
Westfield State University
Original Solicitation Links
BD-27-1114-WSUAF-AFPMT-134145
]rfp 2027-006 financial aid portion of technolutions slate crm
RFP 2027-006 Financial Aid Portion of Technolutions Slate CRM
]rfp 2027-006 financial aid portion of technolutions slate crm
Contact
Submission Instructions
Description
Westfield State University is seeking a contractor to build out the financial aid portion of its Technolutions Slate CRM. The scope includes configuring fields in the Slate production and test environments; developing financial aid checklists, materials, queries, reports, rules, portal views, and award letters; and identifying Banner fields and assisting with the Banner-to-Slate transfer through IData Connector. Vendors must demonstrate experience building financial aid functionality in Slate, working with Ellucian Banner and IData Connector, collaborating with Admissions, Financial Aid, and Information Technology personnel, and understanding federal financial aid rules and data-privacy requirements. Proposals must include detailed project pricing, three similar client references, and an explanation of relevant experience. The contract lasts until the work is completed, with an option for the University to extend it as needed.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Minimum 3 references
- Client point of contact required for each reference
Documents
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