Attachment D - Technical Requirements.xlsx

XLSX spreadsheet 23 KB Posted

Attached to
RFQ 27ITS81MP01 ITS81 Category 3 DESE Website Modernization Services
Solicitation number
BD-27-1036-EDU02-EDU02-133022
Issued by
Massachusetts

About this file

Summary: Attachment D - Technical Requirements for DESE Website Modernization

This technical requirements document outlines the specifications for the Massachusetts Department of Elementary and Secondary Education (DESE) website modernization project under RFQ 27ITS81MP01. The modernization initiative seeks to transition DESE's current website from an HTML and ASPX (VB.NET) environment with SQL Server and Oracle databases to a cloud-based Drupal 11 platform hosted on Amazon Web Services (AWS). The proposed solution requires implementation of serverless and containerized deployment architecture using AWS ECS Fargate, Infrastructure as Code via Terraform, integration with the EOE GitHub source control system, and alignment with automated CI/CD processes managed by the EOE Cloud Team. The project encompasses comprehensive design work utilizing the Massachusetts Design System with Figma, establishment of structured content models supporting future AI readiness, and configuration of Drupal-specific features including content types, taxonomy, metadata management, multilingual support, accessibility compliance, and role-based permissions. Bidders must respond to 31 high-level technical requirements by confirming their capability to deliver each specified component and provide a narrative summary not exceeding five pages, using the site and application inventory provided in Attachment F as the planning foundation.

The technical requirements address critical migration and implementation activities spanning website inventory documentation, comprehensive content audits, migration readiness assessments, file and media handling, URL and SEO preservation, forms and application functionality analysis, user access mapping, third-party system integration, legacy technical configuration documentation, data quality validation, security and sensitive data handling, and migration cutover preparation. All 31 technical requirements are currently marked as unchecked (FALSE) in the tracker, indicating that bidders must affirmatively confirm their capacity to fulfill each requirement. The document emphasizes coordination with the EOE Cloud Team throughout infrastructure setup, deployment, review, and approval processes, adherence to the approved Drupal stack specifications including Apache 2.4, PHP 8.3, PostgreSQL 16, and Nginx reverse proxy, and use of EOE-administered Jira for project tracking and delivery management.

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Read me Project Name: DESE Website Modernization

Document Name: Attachment D - Technical Requirements

Last Updated: 8/12/2026

This tracker contains the High-Level Technical Requirements and supporting work for the DESE website modernization.

Current Technology Environment: The DESE website primarily uses HTML and ASPX (VB.NET), JavaScript, Bootstrap 4, and custom CSS, with applications connecting to SQL Server and Oracle databases; the site is responsive and mobile-friendly.

Future State Technology: The future solution is expected to align with EOE’s preferred direction for a secure, maintainable, cloud-based Drupal 11 platform hosted in AWS, using a containerized/serverless deployment model.

The platform should support Infrastructure as Code, preferably Terraform, EOE GitHub source control, automated CI/CD, rollback, release management, monitoring, and alerting, all coordinated with the EOE Cloud Team. It should also support Drupal content management needs such as content types, fields, taxonomy, metadata, workflows, roles, permissions, publishing controls, accessibility, multilingual content, search, analytics, and migration readiness.

The Vendor should align design work with the Massachusetts Design System and use Figma and approved components for DESE’s website design. The solution should also be designed for AI readiness, not immediate AI implementation, through structured content, governed taxonomy and metadata, standards-based APIs, semantic search readiness, and future extensibility where approved.

Note: Bidders must review and respond (check/uncheck) to each requirement in this attachment, use Attachment F – Site Inventory and App Inventory.xlsx as the starting point for planning and developing the proposed modernization approach, and provide a separate narrative summary (5-page limit).

FieldsDefinitions
TR #The unique ID number.
Requirement AreaRequirement category.
Bidder Response ItemSpecific response items the bidder must check/uncheck each requirement.
Can Deliver Item?Checkbox for confirmation.

High-Level Tech Requirements

High-Level Tech Requirements
TR #Requirement AreaBidder Response ItemCan Deliver Item?
TR-01AWS HostingThe Bidder confirms whether it can implement and support Drupal within the EOE-provided AWS hosting environment using serverless/containerized architecture such as AWS ECS Fargate containers.
FALSE
TR-02Infrastructure as CodeThe Bidder confirms whether it can deliver EOE-approved Infrastructure as Code, preferably Terraform, including alignment of any custom IaC approach with EOE technical design review requirements.
FALSE
TR-03Cloud Team CoordinationThe Bidder confirms whether it can coordinate with the EOE Cloud Team for infrastructure setup, configuration, deployment, review, and approval activities.
FALSE
TR-04StorageThe Bidder confirms whether it can configure and support Drupal using EOE-approved AWS storage and database services, including AWS EFS and Aurora Postgres or PostgreSQL where applicable.
FALSE
TR-05Source ControlThe Bidder confirms whether it can maintain code in the EOE GitHub account or an EOE-approved source control process.
FALSE
TR-06CI/CDThe Bidder confirms whether it can work within EOE-approved CI/CD processes for build, test, deployment, rollback, and release management, including alignment of any proposed CI/CD approach with the EOE Cloud Team.
FALSE
TR-07Monitoring and AlertingThe Bidder confirms whether it can configure and support monitoring and alerting within the EOE-approved environment for infrastructure, application, deployment, performance, storage, and database health.
FALSE
TR-08Project TrackingThe Bidder confirms whether it can use the EOE-administered Jira system where required for project tracking, issue management, backlog management, and delivery coordination.
FALSE
TR-09Containerized DeploymentThe Bidder confirms whether it can develop, configure, and deploy Drupal using EOE-approved containerized deployment practices, such as Docker Compose or an approved equivalent.
FALSE
TR-10Drupal StackThe Bidder confirms whether it can implement and support Drupal within the EOE-approved stack, including Drupal 11, Apache 2.4, PHP 8.3, Nginx reverse proxy, PostgreSQL 16, Drush CLI, Standard profile, pgsql driver, and persistent storage for site files and database needs.
FALSE
TR-11Massachusetts Design SystemThe Bidder confirms whether it can use the Massachusetts Design System, standard components, approved design patterns, and EOE-provided design resources for the DESE website design and implementation, including DESE-specific customization where approved.
FALSE
TR-12Design PlaybookThe Bidder confirms whether it can deliver a Design Playbook covering content organization, themes, templates, components, and expected design element usage.
FALSE
TR-13Structured Content, Metadata, API, and AI ReadinessThe Bidder confirms whether it can deliver a Drupal solution that supports future AI readiness through structured content models, governed taxonomy and metadata, API-first design, semantic search readiness, content governance, scalable information architecture, and future AI readiness to support content reuse, discoverability, integrations, lifecycle management, and approved future AI-enabled capabilities.
FALSE
TR-14Figma Design DeliverablesThe Bidder confirms whether it can use EOE-provided Figma and the Massachusetts Design System (Refer: https://www.mass.gov/massachusetts-design-system ) to create DESE website designs, templates, components, and design specifications.
FALSE
TR-15School and District Profiles Design ReferenceThe Bidder confirms whether it can use Profiles modernization screenshots (see Attachment D1 - User Interface Consideration) and specifications as design reference only and adapt applicable design direction to the DESE Drupal website.
FALSE
TR-16DESE Workflow RequirementsThe Bidder confirms whether it can document DESE-specific workflow requirements before configuration, including content creation, review, approval, accessibility review, translation review, publishing, and maintenance.
FALSE
TR-17Drupal Workflow ConfigurationThe Bidder confirms whether it can configure Drupal workflows based on DESE-approved requirements and identify workflow needs that require custom development.
FALSE
TR-18Custom Coding and Complexity ReviewThe Bidder confirms whether it can identify custom coding, custom modules, non-standard Drupal implementation, or implementation outside standard Drupal capabilities, including cost, complexity, timeline, maintainability, and operational impacts.
FALSE
TR-19Reference Architecture BoundariesThe Bidder confirms whether it can use Profiles materials as design reference only, recognize that the DESE website will use Drupal libraries rather than the Profiles React/JavaScript/TypeScript/Snowflake stack.
FALSE
TR-20Website InventoryThe Bidder confirms whether it can provide the following:

· Inventory of all pages, components, templates and server side functionality

· Document existing data structures, relationships and supporting processes

· Document current authentication, authorization and session management mechanisms

· Inventory third party integrations and external system dependencies

· Document how content is currently stored and managed

· Document existing user roles, access patterns and content ownership

· Inventory existing URL structures, redirects, SEO metadata and traffic patterns

· Catalog static assets including PDFs, documents, images, video and other downloadable filesFALSE
TR-21Content Audit and AnalysisThe Bidder confirms whether it can provide the following:

· Inventory all content currently published on the legacy site

· Categorize content by content type, section, department, audience and owner

· Identify content to be migrated, archived, consolidated or retired

· Identify duplicate, outdated, obsolete or incomplete content

· Document existing content hierarchy and relationships

· Identify content requiring cleanup or normalization before migration

· Inventory existing metadata and classification values required for migrationFALSE
TR-22Migration ReadinessThe Bidder confirms whether it can provide the following:

· Identify all source data required for migration

· Establish stable unique identifiers for content and related records

· Document relationships between content, users, files and related records

· Identify missing, duplicate, inconsistent or invalid source data

· Standardize source data formats where required

· Document business rules or transformations that affect how source data is presented

· Define a repeatable process for extracting source data for testing and production migration

· Produce migration ready data extracts in an agreed structured format

· Establish baseline record counts for migration validation and reconciliation

FALSE
TR-23Files and Media ReadinessThe Bidder confirms whether it can provide the following:

· Inventory files and media associated with site content

· Identify source locations and relationships to associated content

· Verify that referenced files exist and are accessible

· Identify missing, duplicate, orphaned or obsolete assets

· Capture available file metadata including title, description, alt text, caption and credit

· Identify files requiring special handling during migration

FALSE
TR-24URL, Redirect, and SEO ReadinessThe Bidder confirms whether it can provide the following:

· Inventory all existing public facing URLs

· Identify dynamically generated or parameter-based URLs

· Document existing redirects, rewrite rules, aliases and vanity URLs

· Identify URLs that must be preserved or redirected during migration

· Identify internal links that reference legacy URLs

· Identify broken or obsolete internal links

· Identify high traffic or business critical URLs requiring additional cutover validation

FALSE
TR-25Forms and Application FunctionalityThe Bidder confirms whether it can provide the following:

· Inventory forms and interactive features supported by the current site

· Document form fields, validation rules, business rules and submission behavior

· Identify notifications, data updates and backend processing triggered by forms

· Identify file upload functionality and external integrations used by forms

· Document search, calculators, workflows and other custom application functionality

· Identify functionality to be migrated, replaced or retired

FALSE
TR-26Users and AccessThe Bidder confirms whether they can provide the following:

· Inventory user accounts relevant to the legacy site

· Document existing roles, permissions and access patterns

· Document authentication methods and identity provider dependencies

· Identify user to content ownership relationships

· Identify inactive, duplicate or obsolete accounts

· Document access control requirements relevant to migrationFALSE
TR-27Third-Party Systems and DependenciesThe Bidder confirms whether it can provide the following:

· Inventory APIs, services, shared data sources, feeds and external applications

· Document data exchanged with external systems

· Identify scheduled jobs, batch processes and automated imports or exports

· Identify external file repository or shared storage dependencies

· Identify integrations that must remain operational during migration and cutover

· Identify obsolete integrations that do not need to be carried forwardFALSE
TR-28Legacy Technical ConfigurationThe Bidder confirms whether it can provider the following:

· Document current hosting and application configuration relevant to migration

· Inventory routing, redirect and server configuration requirements

· Document shared storage, service endpoint and environment dependencies

· Identify scheduled tasks and background processes

· Document custom error handling and response behavior relevant to migration

· Identify configuration dependencies required to accurately interpret or extract legacy data

FALSE
TR-29Data Quality and ValidationThe Bidder confirms whether it can provide the following:

· Establish baseline counts for content, files, users and key records

· Identify records with missing required information or invalid relationships

· Identify formatting, encoding and content quality issues

· Identify broken file references and missing assets

· Create representative test records for each major content type

· Include edge cases requiring additional migration validation

· Define source validation criteria that can be compared against migration results

FALSE
TR-30Security and Sensitive DataThe Bidder confirms whether it can provide the following:

· Identify sensitive, confidential or regulated information within the legacy system

· Determine whether sensitive data should be migrated, excluded, archived or masked

· Identify credentials, secrets and other protected configuration information

· Ensure protected information is excluded from migration extracts

· Provide read only access to source systems wherever possibleFALSE
TR-31Migration Cutover PreparationThe Bidder confirms whether it can provide the following:

· Document how frequently content and data change within the legacy system

· Identify methods for determining records created or modified after an initial migration

· Define a process for identifying deleted or retired records where required

· Establish a content freeze or final incremental extraction process for production cutover

· Preserve a final read only backup of the legacy site, data and associated files

· Maintain required legacy systems until migration validation and reconciliation are complete

· Document the final source state used for production migration FALSE

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