Data Management System

The vendor required to provide data management system for comprehensive grant and loan servicing, management, tracking, and reporting tool to streamline the state revolving fund (SRF) loan program processes.
- Solution features, functionality, and capabilities
•    Comprehensive SRF program tool: implementation of an expansive SRF program data management, tracking, and reporting tool that delivers a reliable and robust end-to-end grant and loan servicing experience. 
•    Tool integration and accessibility: delivery of seamless integration with existing programs and systems and compatibility with common browsers and devices. 
•    Data migration: contractor-led data migration (up to 800 records) including data mapping, data cleansing, data transforming, and testing to ensure data completeness and correctness. d. user interface: present users with a convenient, intuitive, configurable, and user-friendly dashboard experience across devices and platforms. 
•    User accounts: support (internal and external) user account creation and management (i.e., setup, storage, updating, reporting, search, password reset, etc.) as well as ascribed privileges and permissions based on account type, role-based access control constraints, and SRF-program-defined user groups and roles. 
•    Data security: demonstrate evidence of compliance with relevant data security rules and regulations to ensure data security (i.e., encryption, masking, deidentification, etc.) methods are enforced and all data elements will remain secure. 
•    Automation, reporting, and analytics: provide enhanced automation (alerts, emails, notifications, reminders, scheduling, business rules, etc.), data analytics, and reporting enabled by dynamic data collection and storage to support tracking and delivery of current and future SRF program efficiency, expediency, and efficacy measures. 
•    Compliance: subrecipient monitoring and compliance for grants and loans to ensure recipients meet state and federal requirements. 
•    Program rules and requirements: automated enforcement of predefined program rules and requirements that govern loan and grant application, approval, issuance, repayment, compliance, tracking, reporting, and communication activities throughout the loan and grant management process.
•    Fund management: proficient portfolio management (including grants, loans, disbursements, repayments, amortization, etc.).
•    Documentation: support electronic document configuration, allow for seamless integration with the state’s document management system as well as conversion and storage of uploaded images to electronic document files (including integration of historical files). 
•    Application management: facilitate the overall management (including completeness checks, submission, processing, and tracking) of loan applications. 
•    Communication tracking: provide a consistent communication medium and feedback loop to track end-to-end communications between program applicants and the SRF team, by distinct funding assistance request and requestor, from application submission through full grant disbursement or loan repayment. 
•    Information exchange: seamless enablement of information exchanges between internal and external state and federal entities.

- Contract Period/Term: 3 years
- Pre-Response Conference Date: November 21, 2025
- Questions/Inquires Deadline: December 3, 2025