Scholarship Management System Solutions

The vendor is required to provide scholarship management system solutions applications and communications, import incoming and current student data, conduct reviews of scholarship applications, select award recipients, and permit the awarding and renewal of scholarship awards.
- Platform implementation and configuration
•    Provide a cloud-based solution (SaaS preferred) with a responsive user interface accessible via desktop and mobile devices that is hosted in the county.
•    Customize the platform to reflect the branding and functional needs of the university.
•    Integrate with institutional systems such as the student information system (sis), financial aid systems, and authentication services (e.g., single sign-on).
•    Provide data migration services for importing legacy scholarship data, applications, and recipient information.
•    Offer a secure testing area before deployment.
- Scholarship application management
•    Allow students to search, view, and apply for scholarships through a unified portal.
•    Provide a dynamic eligibility-matching engine to recommend scholarships based on student data and criteria.
•    Support customizable application forms, deadlines, and automated communications (email and SMS).
•    Ability to connect donors to students and track thank you note completions.
- Review and awarding workflow
•    Facilitate multi-level, role-based access for reviewers, administrators, and committee members.
•    Enable rubric-based evaluation, scoring, and commenting.
•    Allow batch awarding and integration with financial aid systems for disbursement.
•    Include tools for donor-specific award tracking and reporting.
•    Ability to assign fund types to a scholarship grouping plan for awarding projects. 
•    Ability to group awards as additive and awards as swapped.
•    Ability to flag students who are no longer meeting the requirements to receive scholarship based on change in academic status i.e., enrollment, change, change in major, financial need
- Donor and fund management
•    Track fund availability, scholarship allocations, and donor restrictions.
•    Generate donor-specific reports, thank-you letters, and recipient profiles.
•    Provide audit trails and financial reconciliation capabilities.
•    Implement safeguards to prevent deficits and optimize fund distribution.
•    Ability to reconcile funds.
- Reporting and analytics
•    Generate standard and ad hoc reports on applications, awards, fund utilization, and demographic data.
•    Provide dashboards and export options (excel, pdf, etc.) for various stakeholders.
•    Ability to build and generate reports based on user defined rules such as date ranges, as well as reconciliation reports for fund utilization.
o    Excel and pdf donor letters.
o    Reports should be provided in multiple formats. 
o    Most reports, if not all, should be viewable on screen with options to download in excel, pdf, csv, word or API access
o    Capability to upload artifacts or documents in multiple formats. 
o    Capability to upload image files.
- System requirements:
•    Cloud-based or on-premises infrastructure
•    Web-based user interface for students and administrators
•    Secure database management
•    API integrations with PeopleSoft, Blackbaud, and slate
•    Role-based authentication and security measures.

- Contract Period/Term: 1 year
- Pre-Proposal Conference Date: August 25, 2025
- Questions/Inquires Deadline: September 5, 2025