{"Introduction":"The Massachusetts Executive Office of Education (EOE), along with the Department of Higher Education and Office of Student Financial Assistance, currently uses the MASSAid system (built by Nelnet) to manage student financial aid processes. They are now exploring options to modernize or replace this system with a more secure, scalable, and flexible solution, and are using this RFI to gather information from vendors about suitable alternatives and capabilities.","Background":"EOE is exploring modernization opportunities and alternative vendor solutions to replace or enhance MASSAid with a more flexible, secure, and scalable platform. This RFI is intended to gather information from qualified vendors about their capabilities, solutions, and experience implementing similar systems.","Objectives":"The Executive Office of Education (Massachusetts) is seeking information on commercial off-the-shelf (COTS) or configurable SaaS solutions to handle end-to-end student financial aid management. The goal is to find a scalable system that can manage applications, eligibility, award calculations, disbursements, integrations, and compliance reporting, including alignment with federal data sources like Free Application for Federal Student Aid and Institutional Student Information Record. They are not looking for custom-built software but rather proven, configurable platforms, building on requirements from a previous 2019 procurement.","Legacy":"MASSAid system (built by Nelnet) to manage student financial aid processes.","Integrations":"FAFSA / ISIR Data Exchange\nMOSAIC ( Financial System)\nInstitutional Systems","User Base":"There are approximately 1,500 school users and an estimated 20–30 agency users. Student users should not be limited.","Hosting":"Cloud-based or SaaS architecture (StateRAMP/FedRAMP preferred)","Support":null,"Requirements":"Student application intake and user registration\nMulti Lingual capability\nIntegration with FAFSA/ISIR records via SAIG/Edconnect\nEligibility determination and need analysis (SAI, Pell indicators, comment codes)\nAward calculation and packaging across multiple programs\nDisbursement processing and reconciliation with MOSAIC\nPost-award adjustments, appeals, and repayments\nInstitutional data exchange via secure SFTP or APIs\nCompliance and audit reporting\nConfigurable dashboards and analytics\nAccessibility compliance (WCAG 2.1 AA) and mobile support\nSSO/SAML integration with Commonwealth identity services\nData encryption in transit and at rest\nConfigurable workflow and business rules management\nAPIs for integration with EOE/DHE systems\nRole-based access control and full audit trail\nConfigurable templates for correspondence (email, letters, notifications)\nScalable performance and modular architecture","Data Migration":"MASSAid system","Availability":null,"RFP Document Folder Link":"https://drive.google.com/drive/u/2/folders/1AeSw9V8Kz0sPqC2UuEzM3cxnb8lNX_nD"}
Assumptions
Not available in source data