STATE OF NEW HAMPSHIRE

Department of Education Division of Education Analytics & Resources – Bureau of School Finance

2026-NHED-BSFIN-01

School Finance Data System (State Version)

RFP ISSUED Monday, June 22, 2026 VENDOR CONFERENCE Wednesday, July 15, 2026 LOCATION 25 Hall Street

Concord, NH 03301 STATE AGENCY POINT OF CONTACT Name: Beth Gregory

Email: Beth.J.Gregory@doe.nh.gov Tel: 603-931-9419

CONTRACT TYPE Firm Fixed Price PROPOSAL DUE DATE Wednesday, September 9, 2026 at 2 p.m.

mailto:Beth.J.Gregory@doe.nh.gov

DEPARTMENT OF EDUCATION

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

TABLE OF CONTENTS

Table of Contents

SECTION 1: OVERVIEW AND SCHEDULE OF EVENTS

SECTION 2: PROPOSAL SUBMISSION, DEADLINE, AND LOCATION INSTRUCTIONS

SECTION 3: PROPOSAL ORGANIZATION, CONTENT, AND REQUIRED ITEMS

SECTION 4: EVALUATION OF PROPOSALS

SECTION 5: TERMS AND CONDITIONS RELATED TO THE RFP PROCESS

SECTION 6: CONTRACT TERMS AND AWARD

APPENDIX A: VENDOR CONFERENCE REQUIREMENTS

APPENDIX B: COMPANY PROFILE - REQUIREMENTS AND DELIVERABLES

APPENDIX C: PROPOSED SOLUTION

APPENDIX D: TECHNICAL REQUIREMENTS

APPENDIX E: PRICING

APPENDIX F: DOIT INFRASTRUCTURE AND SECURITY

APPENDIX G: TERMS AND DEFINITIONS

APPENDIX H: P-37 STATE OF NEW HAMPSHIRE GENERAL PROVISIONS AND EXHIBITS

EXHIBIT A: COST-PER-PUPIL CALCULATION

EXHIBIT B: SCHOOL DISTRICT PROFILE

EXHIBIT C: SAMPLE DASHBOARDS

EXHIBIT D: CHART OF ACCOUNTS

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

SECTION 1: OVERVIEW AND SCHEDULE OF EVENTS

1. Executive Summary

1.1. Introduction

The Bureau of School Finance (the Agency) within the Division of Education Analytics and Resources of the New Hampshire Department of Education (NHED) is responsible for overseeing, reporting, and collecting school financial data. The Agency calculates statutorily defined State aid payments to both traditional school districts and charter public schools used to support adequate education as well as other State aid programs. Additionally, the Agency provides technical assistance and support to schools, policy makers, and other stakeholders.

In September 2023, the Agency was awarded a grant to make substantial upgrades to the school finance data collection processes and systems from the US Department of Education (USED). On March 15, 2024, the fiscal committee of the New Hampshire General Court accepted those funds. The Agency then added a staff member to oversee the federal grant as the Project Manager in August 2024. The grant expires on September 27, 2027, with the likelihood of a two-year grant extension period. To review further details on this grant, please refer to NHED’s website at: https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/us-education-school-finance-grant. The three primary goals of the grants are as follows: 1) revamp the NH Chart of Accounts and improve data standardization, 2) build robust and flexible financial data collection system, and 3) better integrate and increase depth of finance analytical tools. This RFP addresses goals 2 & 3 of this grant.

Project Overview/Justification

Embedded within a school district’s financial reporting system is a set of codes and definitions for recording financial transactions. This is referred to as the account code classification system or Chart of Accounts (COA). A COA consists of designated account code classifications to define type of fund, type of spending, etc. to provide the framework to capture original transactions, organize data logically, and provide a robust basis for reporting on results. A COA is an accounting tool and is the fundamental of any financial accounting system and a well-designed COA provides the ability to isolate data into segmented buckets to allow meaningful analysis and reporting.

In addition to organizing financial activities and transactions, a COA also offers a consistent classification structure for accounting and financial reporting. The COA should be viewed as part of a complete financial information system that links the operations of various departments. Every school district across the state of NH uses a COA in their general ledger software. The COA is standardized to the extent that each district is required to follow the NH Accounting handbook classification system when designating various account code classifications, such as fund, function, etc. Appendix A of the 1999 NH Accounting Handbook provides an overview, index and definitions of all the components of the account code classification system. Goal 1 of this federal grant has focused on updating the account code classification system. See Exhibit D for an updated list. It is worth noting that the Federal Government uses and publishes an account code classification system in the Federal Accounting Handbook for School Districts and New Hampshire strives to follow this classification system when possible.

https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/us-education-school-finance-grant https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/us-education-school-finance-grant

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Current Method for Collecting and Reporting School Finance Data

Currently, the Agency maintains and owns a web-based application to capture and store annual school financial data submissions from approximately 200 districts and charter schools. This information is currently gathered using a 25-page standardized excel spreadsheet called the DOE-25 with multiple supplemental worksheets under the current web-based Department of Education Financial Reporting System (DFRS). To view the current system and download the current format, please refer to NHED’s iFinance System at: https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/financial-reporting-requirements.

The DOE-25 process is detailed below. Data is submitted on an annual basis by public school districts and charter schools with a due date of September 1st, unless a one-month extension has been requested. This timing is essential for data to properly reach the NH Department of Revenue for tax rate setting purposes.

The goal of the replacement system from this RFP is to keep the functionality from the existing system and enhance the efficiency of the process as well as enhance the accuracy and consistency of the data.

Annual School Finance Data Collection Process (DOE-25)

DISTRICT-LEVEL INTERFACE

The system allows for the naming of key contact personnel and a workflow and approval process with email notifications.

The School Finance Officer (SFO) completes the following data inputs manually:

• balance sheet for current assets, current liabilities and equity, by fund

• statement of revenues, by fund

• expenditure report for elementary, middle and high rolled up by function code and object code categories for general fund and special revenue fund and district-wide expenses

The SFO completes ancillary data for food service, trust funds, special education expense, tuition expense, transportation expense, capital expenditures, and average daily membership

(ADM)

The system provides a check totals page with validations to ensure that key fields are input accurately.

The system calculates a Cost Per Pupil (see Exhibit A for example)

The system calculates a District Profile (see Exhibit B for example)

The School Finance Officer completes other supplemental schedules:

• MS-25 – extract for the Department of Revenue and used for tax rate setting

• Grant worksheet – used for federal reporting

• Food service worksheet – used by Bureau of Wellness & Nutrition

• Personnel expense for instruction worksheet – used for federal reporting https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/financial-reporting-requirements https://www.education.nh.gov/who-we-are/division-of-education-and-analytic-resources/bureau-school-finance/financial-reporting-requirements

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

• School-level expenditures worksheet – used for federal reporting

• Indirect cost worksheet – used to calculate indirect cost rate

The system allows for the submission of original signed and certified reports by the governing body.

STATE-LEVEL INTERFACE

The system allows for monitoring the progress and stage of completion through work queues.

The system allows the state level user to bring in external data for validation from the Department of Revenue’s Municipal Tax Rate Setting Portal and the NHED’s Grant Management System.

The process includes a series of manual validations that have been set up to check the internal logic of the reporting as well as historical trends and year-over-year reporting.

After all districts and charter schools have submitted their data, the Bureau consolidates this data into a State-wide DOE-25.

The system calculates a State-wide Cost per Pupil – see Exhibit A which is included in this document.

The system calculates a State Profile – see Exhibit B which is included in this document.

The state-wide data is used to meet the following federal reporting requirements through a manual submission process:

• F-33 – Annual Survey of School Finance to US Census Bureau -https://www.census.gov/programs-surveys/npefs.html

• School Level Finance Survey (SLFS) to USED – https://nces.ed.gov/ccd/data_slfs.asp

• National Public Education Financial Survey (NPEFS) – https://surveys.nces.ed.gov/ccdnpefs/

The fund equity sections of the DOE25 are pulled to perform cooperative apportionment calculations.

The data is archived in the Department of Education Financial Reporting System (DFRS) and can be accessed for data analysis purposes, as follows:

• By the public – through iFinance on the NHED website, a user may pull up either an individual district or a state-wide DOE-25 report as far back as 2010.

• An agency user may implement the dynamic query tool to bring up fields using a drop-down box to identify all districts or select districts for a given year.

• An agency user may implement SQL to query fields for named districts across historical years.

https://nces.ed.gov/ccd/data_slfs.asp https://surveys.nces.ed.gov/ccdnpefs/

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Shortfalls of the Current Data Collection Process

There are various key users of school financial data that include the NH legislature, United States Department of Education, United States Census bureau, and local and state constituents. It is essential for New Hampshire to have data that is consistent, accurate, compliant, and available for analysis. The Agency expects the outcome of this project to be a more efficient and effective process for school district financial data collection as well as the ability to use data more effectively to improve education in New Hampshire and to solve the current shortfalls in the existing data collection and reporting process, as follows:

• The DOE-25 is currently non-compliant with Government Accounting Standards Board (GASB) pronouncements for funds and fund balance designations because it is based on an account code classification system dating back to 1999

• New Hampshire data being reported at a federal level does not match federal definitions, as the Federal Handbook has been updated numerous times since the 1999 NH Accounting Handbook, the most recent of which is from 2014

• There is a lot of inconsistency in reporting across the state of NH

• The process is manual and prone to error

• The process does not ensure good accounting practices

• The system does not “speak to” a data dictionary for proper approved account code classification

• Data is limited to roll-up by function code and object code categories

• The data input process is extremely time-consuming for SFOs

• The federal reporting process is manual and time consuming

• The public interface of the data is limited to one year at a time for one district at a time for the entire report

• Effective analysis across historical years for multiple districts requires SQL coding

• The data process does not allow for efficiency via the automatic pulling in of other data sets to include Average Daily Membership (ADM)

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RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Uniform Chart of Accounts (UCOA)

The Agency has developed a Uniform Chart of Accounts for the State of New Hampshire to ensure future consistency of data across the state (see detail below). It is the hope of the Agency that by creating a data collection system that accepts data through a UCOA, that data will be consistent across the state. A UCOA is a pre-defined and standardized account code string which represents a school district’s assets, liabilities, fund balance, revenues and expenditures. The UCOA allows every district, charter public school and state operated school to track consistent data by using the same account codes and methods for tracking financial data. The UCOA was designed to be adopted by NH school districts as their option. The goal is that eventually the UCOA will be adopted by all NH school districts and charter schools for ease of use with the rollout of a new end-of-year financial reporting system.

Switching to a UCOA will require public school districts and charter schools to revamp their chart of accounts. This is a substantial project at the district-level for many reasons. First, it is a very time-consuming process requiring significant lead time. Second, if there are costs associated with the process, these costs would need to be built into a district’s annual budget prior to incurring the cost. Third, the best time for a district to adopt a UCOA is in the May/June timeframe, in order to begin to build the next year’s budget using the UCOA. As a result of all these factors, and the criticality of ensuring accurate data in the fall for tax rate setting purposes, it is essential that the implementation of the UCOA is done in a thoughtful and organized manner across the state using strategies, such as test data, pilot districts, and implementation planning.

The structure of the UCOA is presented below but may change immaterially after the release of the RFP and prior to contract negotiation. It is designed with eight required segments and three optional segments.

Districts may add more segments outside the boundaries of the required segments at their discretion.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

UCOA

34-digit account code string

(22 required & 12 optional digits)

Name

Digits

Required or Optional

Definition

Fund 3 Required Type of Source of money (e.g. General Fund, Food Service Fund, etc.)

Type 1 Required Financial classification (e.g. Asset, Liability, etc.)

Class:

Balance Sheet Revenue

Expenditure Function

4 Required Activity for which money is being classified for balance sheet, revenue, and expenditure accounts

Expenditure - Object 3 Required Budget classification for which money is being spent

Expenditure - Job Class 2 Required Job classification for which money is being used for compensation and benefits only

School ID/Level 3 Required School ID code and approval level (elementary, middle or high)

Subject 3 Optional Curriculum or detailed objective for which money is being used

Grant Year/ID#

Grant Activity Code

12 6-Required

6-Optional

Grant identification numbers, as assigned in the Grant Management System (GMS)

Undefined 3 Optional Code that can be used at the discretion of Districts for items they wish to track separately

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Inherent in the UCOA is a hierarchy which enables a roll-up of data. For example, this is the hierarchy in coding for booking expenses associated with nursing services for an expenditure function code:

The chart below shows the account segment types needed for each type of financial transaction: balance sheet, revenues and expenditures with examples provided below.

Balance Sheet Revenues Expenditures Fund Type Class

Fund Type Class

(if applicable) Grant Yr, ID, Activity

Fund Type Class Object Job Class School ID/Level Subject

(if applicable) Grant Yr, ID, Activity - optional

2000 - Support Services

•Great Grand Parent

2100 - Support

Services for Students

•Grand Parent

2130 - Health Services •Parent

2134 - Nursing Services •Child

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

These are examples of coding for balance sheet, revenue, and expenditure accounts:

Balance Sheet Account:

100.1.0101.000.00.000.000.00.0000.000000.000

General Fund, Balance Sheet, Asset, Cash in Bank, District-Wide

Revenue Account:

100.3.1111.000.00.000.000.00.0000.000000.000

General Fund, Revenue, Current Appropriation, District-Wide

Grant Revenue Account:

230.4.4570.000.00.000.000.25.1234.123123.000

Special Revenue Fund – Federal Grant, Revenue, IDEA, District-Wide, 2025 Grant#1234, Activity 123123

Expenditure Account:

100.5.2134.211.10.551.170.00.0000.000000.000

General Fund, Expenditure, Nursing Services, Health Insurance, Teacher, ABC School (#55), Elementary Level, General Education

Grant Expenditure Account:

230.5.2134.211.10.551.170.25.1234.123123.000

Special Revenue Fund – Federal Grant, Expenditure, Nursing Services, Health Insurance, Teacher, ABC School (#55), Elementary Level, General Education, 2025 Grant#1234, Activity 123123

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Districts code and submit expenditure data by school-level or district-wide. All expenditure function codes should be tracked at the school level except for the following which are deemed district-wide expenses:

• 1500-Private Programs

• 1600-Adult/Comm Ed

• 1700-Comm/Jr College

• 1800-Comm Services

• 2750-Non-Student Transportation

• 4000’s-Facilties Acquisition & Construction

• 5000’s-Other Outlays

To facilitate school level data, certain School Administrative Unit (SAU) expenses are pro-rated across all appropriate schools based on Average Daily Membership (ADM), as follows:

• 2300-General Administration

• 2500-Central Services

• 2600-SAU-level Facilities Expense

The proper proration of all expenditures by NH school districts will be essential for the school finance data system to be successful. All expenditures should point to a particular school and school level (elementary/middle/high) except for those district-wide expenditures detailed above. This will take some training and setup by our public schools so that data collection can be automated.

1.2. Scope of Work (SOW) Overview

Using the UCOA, the Agency is seeking a solution to its current system for collecting, warehousing, and using school finance data, ultimately from 200 public school districts and charter schools. In addition to a system being designed based on the UCOA, NHED also recognizes the need for a cross-walking tool which accompanies the new system. Switching a district’s chart of accounts to the UCOA will be costly and labor-intensive requiring both knowledge of a district’s general ledger but also knowledge of the NH Accounting Handbook. Not all districts have this expertise. In addition, some of our NH city districts are part of the larger municipal entity which manages one town/school district COA and thus not able to switch to the UCOA. In other instances, the SFO may have the knowledge, but the school district’s financial software may have limitations that do not allow full compliance with the UCOA. For all these reasons, we recognize the need for an effective and flexible cross-walking tool so that districts can take their COA and map it to the UCOA.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Due to the critical importance of having successful and timely data submissions for tax rate setting purposes, it is anticipated that the project will roll out in stages, as follows:

1. Project Planning

2. Create data collection and warehousing system using test data

3. Migrate historical data into the new data collection system

4. Create public facing data dashboard and analysis tools

5. Pilot the data collection system for a limited number of districts

6. Begin an implementation strategy across New Hampshire

The resulting contract will be Firm Fixed Price/Not to Exceed for the term of two (2) years from the date of approval of the Governor and Executive Council to align with the USED federal grant. The contract term may be extended by an additional term of two (2) years at the sole option of the Agency, subject to the parties’ prior written agreement and required governmental approvals including Governor and Executive Council.

The following is a list of the scope of work, with an indication of whether the element is a mandatory or preferred element.

Description M/P

Data Access The ability to create security features such as role-based permissions for user security levels and create and manage roles and assign access permissions that structure who can view and edit data.

M

The ability to integrate with the New Hampshire Department of Education’s Single Sign- On System for access for a unified user experience.

P

The ability for vendor to provide NHED with live, direct access to data via an API. M Data Architecture

The ability to offer different software environments to include testing, training, and production.

M

Data Calculations

The ability to perform calculations at the district and state level for cost-per-pupil. M

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Data Classification

The ability to interface with and manage all educational institution data collected by NHED as the backbone of all district uploads and reports and historical data sets to include school districts and the corresponding schools that fall under school administrative units (SAUs). Be easily reconfigured to reflect school district configuration changes such as the closing, opening, and renaming of school districts and schools.

M

Data Communication

The ability to automatically notify and alert when data needs to be fixed. The ability to provide alerts when data requirements or definitions have changed.

P

Data Consolidation

The ability to consolidate and aggregate district level data into a state-wide data set to satisfy state-level reporting requirements for revenues and expenditures, cost per pupil and state profile.

M

Data Cross-Walk

The ability for a district to map their COA to the UCOA for data submission using a universal cross-walking tool.

M

Data Dictionary

The ability for data to read against an approved account code classification system as a data dictionary and the ability to manage and edit versioning from year-to-year.

M

The integration of the data dictionary into the submission process to allow for lookup and provide helpful validation and feedback during submission.

M

Data System Flexibility

Design a solution which offers ease of use and intuitive process with computer laptop access and web browsers.

M

Design a solution such that it can be updated with ease to ensure compliance with future accounting rules and federal coding changes.

M

Data Feedback

Provide feedback reports to the user throughout the process to include Balance Sheet, Revenue Report, Expenditure Report, School District Profile, Cost per Pupil Calculation.

M

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Data Dashboards The ability to query, extract, roll up, suppress, aggregate and export data based on user profile for the Agency, School Finance Officers, and Public.

M

The ability to create peer districts for analysis based on enrollment, type of school, level of expenditures, geographic area, etc. The ability for a user interface which allows for filtering and comparisons across peer districts.

M

The ability to interface with the existing Statewide Student Information System (SIS) in order to map school finance data with student demographic data.

M

Create a public-facing user interface and data dashboard system to bring up defined data analysis to include things such as expenditures by ADMA, cost per pupil using historical data. See Exhibit C for sample dashboard.

M

Data Export

The ability to Extract, Transform, & Load (ETL) processing of data to NHED on-prem data warehouse. The ability to provide an automatic mechanism for exporting information to ancillary systems before, during, and after the submission process.

M

Data Formats

The ability for data and information to be submitted via file submission in CSV and Excel formats. Also, the PDF format for non-financial documents.

M

Data History

The ability to create history for data submissions through status monitoring and visibility, audit trails and/or change logs.

M

The ability to map and archive 10 years of historical data currently stored in Excel and SQL formats.

M

The ability to view historically and longitudinal comparisons. M Data Hosting The system must offer a reliable hosting solution which offers the most user access and the ability to query all data points.

M

Data Import

The ability to import and read school district data and administration/staff contact information from the state-owned SQL database to ensure the system has a single data entry point.

M

Data Interface

The ability to interface with GitHub. M Data Integration

Provide as close to a total solution as possible for NHED, including fully-integrating with state-owned databases to include: NHED’s iNHDEX System for student demographic data/enrollment data, Special Education system, Food and Nutrition system, and Grant Management System.

P

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

The ability for data to map to Common Education Data Standards (CEDS) Integrated Data Store (IDS) financial data library & function codes via GENERATE (https://ceds.ed.gov).

P

The ability for the software to integrate with public school district's financial software systems (School ERP Pro, Munis, E-Finance, etc.)

P

Data Links

Provide links to the NH Accounting Handbook II during the user interface such that the user can reference (select, search, filter, and sort) accounts while performing the data submission.

P

Data Query

The ability to query data by individual public school district, charter school or aggregate

M

The ability for the Agency to easily query data across years for all collected data points. M Data Performance

The ability to produce a system that is fast and reliable with a user-friendly interface. M

The ability to meet performance requirements for querying large datasets. M

The ability for users to access reporting modules remotely using a VPN. M

Data Privacy

Provide a platform which is compliant with the Family Educational Rights and Privacy Act (FERPA), NH Privacy Regulation HP1612, and meets the requirements of the Americans with Disabilities Act.

M

Data Process

The integration of data into bi-directional workflows, including but not limited to 1).

Validation, 2). Certification, and 3). State Approval. Examples of these include entering contact information, extension requests, data submission, and certification through an approval chain.

M

The ability to use communication strategies throughout the process, such as warnings, errors, alerts, comments, and email notification.

https://ceds.ed.gov/

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Data Reporting

The ability to run analytics and create reports over large data sets quickly. M

The ability to generate legacy reports (DOE-25) and reporting required by the Department of Revenue (MS-25).

M

The ability to roll-up and/or aggregate data by hierarchy (e.g. to view all 100-level object codes, or all 1100 function codes, etc.) and by school level, district level, or state-level.

M

The ability to create data extracts and reporting for district and state level cost per pupil and district and state level profile (see Exhibit A - Cost-Per-Pupil Calculation).

M

The ability to create data extracts to efficiently satisfy federal reporting requirements:

• F-33 – Annual Survey of School Finance to US Census Bureau -https://www.census.gov/programs-surveys/npefs.html

• School Level Finance Survey (SLFS) to USED – https://nces.ed.gov/ccd/data_slfs.asp

• National Public Education Financial Survey (NPEFS) – https://surveys.nces.ed.gov/ccdnpefs/

M

Data Submission

Provides a system solution which provides the ability to submit data by batch and/or manual entry and offer future capability through an application programming interface

(API).

M

Allows for flexible submission timing with multiple submissions per year such that users are able to test their data during periods where there are no submissions.

M

Data Validation

Provide a reporting platform that ensures no data is ingested unless it passes validation.

M

Provide a reporting platform which configures custom data validation rules and the ability to adjust them as needed for: file validations, account code validations, business rules validations, account type validations, accounting rules and logic.

M

Provide a reporting platform with the ability to compare prior data submissions across fiscal years in order to identify potential data inaccuracies and/or anomalies.

M

The ability to bring in external data for validations process such as data from the Department of Revenue, etc. The ability to schedule automated imports of data from other systems.

M

Data Visibility

Provides data visibility at the district, school, and state levels with set permissions. M https://www.census.gov/programs-surveys/npefs.html https://www.census.gov/programs-surveys/npefs.html https://nces.ed.gov/ccd/data_slfs.asp

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

2. Schedule of Events

The following table provides a Schedule of Events for this RFP through contract finalization and approval. The Agency reserves the right to amend this Schedule at its sole discretion and at any time through a published Addendum

EVENT DATE & TIME (ET)

RFP Released to Vendors / Inquiry Period Begins (on or about)

Monday, June 22, 2026

Vendor Conference (Optional) Via Webinar Wednesday, July 15, 2026 @ 10:00 a.m.

Vendor Inquiry Period Ends (Final Inquiries due) Wednesday, July 22, 2026

Final State Responses to Vendor Inquiries Wednesday, July 29, 2026

Final Date and Time for Proposal Submission Wednesday, September 9, 2026 @ 2:00 p.m.

Invitations for Oral Presentations Wednesday, September 30, 2026

Vendor Presentations/Discussion Sessions/Interviews (Optional)

TBD

Estimated Date of Vendor Selection October 30, 2026

Anticipated Governor and Council Approval January 2027

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

SECTION 2: PROPOSAL SUBMISSION, DEADLINE, AND LOCATION INSTRUCTIONS

1. Proposal Submission

Electronic Proposals submitted in response to this RFP must be received no later than the time and date specified in the Schedule of Events, herein.

The Price Proposal must be labeled clearly and submitted separately from the Technical Proposal.

Late submissions will not be accepted. Delivery of the Proposals shall be the Vendor’s responsibility. The time of receipt shall be considered when a Proposal has been officially documented by the Agency, in accordance with its established policies, as having been received via email as designated below. The Agency accepts no responsibility for undeliverable emailed Proposals.

2. Physical Proposals

Physical Proposals will not be accepted.

3. Electronic Proposals

Electronic Proposals must be addressed to: Beth.J.Gregory@doe.nh.gov

Proposals must be clearly marked as follows:

Subject: RESPONSE TO RFP: 2026-NHED-BSFIN-01

Electronic Submissions must be submitted using the following criteria:

• Searchable PDF Format

• Files must be less than 10MB in size.

• Exception: If files are greater than 10MB in size, the Vendor will be required to submit their Proposal in parts. It is the Vendor's responsibility to ensure a complete Proposal is submitted.

Electronic Submissions shall include:

Technical Proposal

a) The Technical Proposal, including all required attachments:

1. Company Profile (see Appendix B)

2. Proposed Solution (see Appendix C)

3. Technical Requirements (see Appendix D)

b) One (1) copy of the Proposal Transmittal Form Letter (described in Section 3.1.2: Transmittal Form Letter, herein) shall be signed by an official authorized to legally bind the Vendor and shall be marked “ORIGINAL.”

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Price Proposal:

a) The Price Proposal must be labeled clearly and separately from the Technical Proposal.

b) The Price Proposal must include the Pricing Worksheets (see Appendix E).

4. Number of Proposals

Vendors are permitted to submit up to two proposals, each with a unique solution in response to this RFP. If more than one proposal is submitted, they should be delivered separately. A Vendor’s disclosure or distribution of its Proposal other than to the State will be grounds for disqualification.

5. Vendor Inquiries

All inquiries concerning this RFP, including but not limited to, requests for clarifications, questions, and any changes to the RFP, shall be submitted via email to the following RFP Point of Contact:

Beth Gregory Email: Beth.J.Gregory@doe.nh.gov

Inquiries must be received by the RFP Point of Contact no later than the conclusion of the Vendor Inquiry Period identified in the Schedule of Events. Inquiries received later than the conclusion of the Vendor Inquiry Period shall not be considered properly submitted and may not be considered.

The State assumes no liability for assuring accurate/complete email transmission/receipt and is not required to acknowledge receipt.

The Agency intends to issue official responses to properly submitted inquiries on or before the date specified in the Schedule of Events section, herein. The Agency may consolidate and/or paraphrase questions for sufficiency and clarity. Oral statements, representations, clarifications, or modifications concerning the RFP shall not be binding upon the Agency. Official responses by the Agency will be made only in writing by the process described above.

The Agency will require the selected Vendor to execute a Contract using the P-37 State of New Hampshire General Provisions and any attached exhibits. To the extent that a Vendor believes that exceptions to the standard form contract will be necessary for the Vendor to enter into the Agreement, the Vendor must submit those exceptions during the Vendor Inquiry Period.

6. Restriction of Contact with Agency Employees

From the date of release of this RFP until an award is made and announced regarding the selection of a Vendor, all communication with personnel employed by or under contract with the Agency regarding this RFP is prohibited unless first approved by the RFP Points of Contact listed herein.

Agency employees have been directed not to hold conferences and/or discussions concerning this RFP with any potential Contractor during the selection process, unless otherwise authorized by the RFP Point of Contact. Vendors may be disqualified for violating this restriction on communications.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

7. Validity of Proposal

Proposals must be valid for one hundred and eighty (180) days following the deadline for submission of Proposals in the Schedule of Events, or until the Effective Date of any resulting Contract, whichever is later.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

SECTION 3: PROPOSAL ORGANIZATION, CONTENT, AND REQUIRED ITEMS

1. Proposal Organization

Proposals should adhere to the following outline:

1.1 Cover Page

1.2 Transmittal Form Letter

1.3 Table of Contents

1.4 Section I: Executive Summary

1.5 Section II: Glossary of Terms and Abbreviations

1.6 Section III: Company Profile Information

1.7 Section IV: Proposed Solution

1.8 Section V: Technical Requirements

1.9 Section VI: Vendor Attachments

1.10 Section VII: Price Proposal (sent separately)

1.1. Cover Page

The first page of the Vendor’s Proposal should be a cover page containing:

State of New Hampshire

Department of Education

Response to RFP: RFP 2026-NHED-BSFIN-01

The cover page should also include the Vendor’s name, contact person, contact telephone number, address, city, state, zip code, fax number, and email address.

1.2. Transmittal Form Letter

The Vendor must submit a signed Transmittal Form Letter with their response using the Transmittal Form Letter template provided on the following page. Any electronic alteration to the content of this Transmittal Form Letter template is prohibited. Any such changes shall result in a Proposal being rejected.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

State of New Hampshire Proposal Transmittal Form Letter

Company Name:

Address:

To: Beth Gregory 603-931-9419 Beth.J.Gregory@doe.nh.gov

RE: Proposal Invitation Name: SCHOOL FINANCE DATA SYSTEM Proposal Number: RFP 2026-NHED-BSFIN-01 Proposal Due Date and Time: Wednesday, September 9, 2026 @ 2:00 p.m.

To Whom It May Concern:

Company Name: hereby submits an offer to provide to the State of New Hampshire the Services indicated in SCHOOL FINANCE DATA SYSTEM RFP 2026-NHED- BSFIN-01at the price(s) quoted in Vendor Response Section VIII: Price Proposal, in complete accordance with all conditions of this RFP and all Specifications set forth in the RFP and in the P-37 State of New Hampshire General Provisions and Exhibits, identified in Appendix I.

We attest to the fact that:

1. The company has reviewed and agreed to be bound by the RFP.

2. The company has not altered any of the language or other provisions contained in the

RFP document.

3. The Proposal is effective for a period of 180 days from the RFP Closing Date or until the

Effective Date of any resulting Contract, whichever is later.

4. The prices quoted in the Proposal were established without collusion with other vendors.

5. The Vendor has read and fully understands this RFP.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Further, in accordance with RSA 21-I:11-c, the undersigned Vendor certifies that neither the Vendor nor any of its subsidiaries, affiliates or principal officers (principal officers refers to individuals with management responsibility for the entity or association):

a) Has, within the past 2 years, been convicted of, or pleaded guilty to, a violation of RSA 356:2, RSA 356:4, or any state or federal law or county or municipal ordinance prohibiting specified bidding practices, or involving antitrust violations, which has not been annulled.

b) Has been prohibited, either permanently or temporarily, from participating in any public works project pursuant to RSA 638:20.

c) Has previously provided false, deceptive, or fraudulent information on a vendor code number application form, or any other document submitted to the state of New Hampshire, which information was not corrected as of the time of the filing a bid, proposal, or quotation.

d) Is currently debarred from performing work on any project of the federal government or the government of any state.

e) Has, within the past 2 years, failed to cure a default on any contract with the federal government or the government of any state.

f) Is presently subject to any order of the department of labor, the department of employment security, or any other state department, agency, board, or commission, finding that the applicant is not in compliance with the requirements of the laws or rules that the department, agency, board, or commission is charged with implementing.

g) Is presently subject to any sanction or penalty finally issued by the department of labor, the department of employment security, or any other state department, agency, board, or commission, which sanction or penalty has not been fully discharged or fulfilled.

h) Is currently serving a sentence or is subject to a continuing or unfulfilled penalty for any crime or violation noted in this section.

i) Has failed or neglected to advise the division of any conviction, plea of guilty, or finding relative to any crime or violation noted in this section, or of any debarment, within 30 days of such conviction, plea, finding, or debarment: or

j) Has been placed on the debarred parties list described in RSA 21-I:11-c within the past year.

This document shall be signed by a person who is authorized to legally obligate the responding Vendor. A signature on this document indicates that all State of New Hampshire terms and conditions are accepted by the responding Vendor and that any and all other terms and conditions submitted by the responding Vendor are null and void, even if such terms and conditions have terminology to the contrary. The responding Vendor shall also be subject to State of New Hampshire terms and conditions as stated on the reverse of the purchase order, if any.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

Our official point of contact is:

Title:

Telephone:

Email:

Authorized Signature Printed:

Authorized Signature:

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

1.3. Table of Contents

The Vendor must provide a table of contents with corresponding page numbers relating to its Proposal.

1.4. Section I: Executive Summary

Section I shall provide an executive summary, not to exceed two (2) pages, identifying how the Vendor satisfies the goals of this RFP. The executive summary will also provide an overview of the Vendor’s proposed Solution and Services highlighting those factors that they believe distinguish their Proposal.

1.5. Section II: Glossary of Terms and Abbreviations

Section II shall provide a glossary of all terms, acronyms, and abbreviations used in the Vendor’s Proposal.

1.6. Section III: Company Profile Information

Appendix B details all the requirements under Section III Company Profile Information to include firm credentials, financial strength, litigation history, prior project execution, subcontractor information, team organization and staff, project manager, project execution plan, communication/training and support plan, and migration plan.

1.7. Section IV: Proposed Solution

Appendix C details all the requirements under Section IV Proposed Solution to include data access, aggregation, architecture, calculations, consolidation, dictionary, flexibility, feedback, dashboards, export, formats, history, hosting, interface, integration, links, query, privacy, process, reporting, submission, and validation.

1.8. Section V: Technical Requirements

Appendix D details all the requirements under Section V Technical Requirements to include general specifications, security, privacy, testing, hosting operations, hosting disaster recovery, hosting security, hosting service level agreement, and support and maintenance.

1.9. Section VI: Vendor Attachments

Extra materials such as product literature, etc.

1.10. Section VII: Price Proposal (sent separately)

Appendix E details the requirements under Section VII Price Proposal. The price proposal must be labeled clearly and sent separately from the Technical Proposal.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

SECTION 4: EVALUATION OF PROPOSALS

1. Criteria for Evaluation and Scoring

Each responsive Proposal will be evaluated and considered with regard to the Solution and Services proposed, qualifications of the Vendor and any Subcontractors, experience and qualifications of proposed candidates, and price.

If the Agency determines to make an award, the Agency will begin negotiations with a Vendor based on these evaluations. Should the Agency be unable to reach agreement with the high scoring Vendor during Contract discussions, the Agency may then undertake Contract discussions with the next high scoring Vendor and so on; or the Agency may reject all Proposals, cancel this RFP, or solicit new Proposals under a new acquisition process.

The Agency will use a scoring scale of one thousand (1000) points. Points will be distributed as set forth in the table below.

Table 4.1: Scoring of Proposal

CATEGORIES POINTS

Technical Proposal with the following potential maximum scores for each Technical Proposal category listed below: 800 Points (80%)

• Company Profile (see Appendix B) • 300 Sub Points

• Proposed Solution (See Appendix C) • 400 Sub Points

• Technical Requirements (see Appendix D) • 100 Sub Points

Price Proposal Potential Maximum Points (see Appendix E) 200 Points (20%) TOTAL POTENTIAL MAXIMUM POINTS AWARDED 1000 Points

The Agency will select a Vendor based upon the criteria and standards contained in this RFP and from applying the weighting in this section. Oral interviews and reference checks, to the extent they are utilized by the Agency, will be used to refine and finalize technical scores.

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

2. Scoring Detail

2.1. Scoring of the Company Profile (see Appendix B)

The company profile will be allocated a maximum score of 300 points as outlined in Appendix B. It must be established that the Vendor Company can carry out the Project through Implementation, the Warranty Period and the maintenance period.

In addition, the Vendor’s staff must have the training and experience to support the Vendor’s plans to implement and support the System. Scoring is primarily measured using vendor responses in the following sections:

a) Corporate Qualifications

b) Qualifications of Key Staff

c) Proposed Work Plan and Timelines

d) Vendor Presentations & Demonstrations (if applicable)

e) References

2.2. Scoring of Proposed Solution (see Appendix C)

The Vendor’s Proposed Solution will be allocated a maximum score of 400 Points as outlined in Appendix C. Vendor company must complete Appendix C using the following link, RFP 2026-NHED-BSFIN-01 Vendor Workbook, as part of the RFP submission. The main purpose of this section is to measure how well the Solution meets the business needs of the Agency. Scoring is primarily measured using vendor responses in the following sections:

a) Responses to Requirements and Deliverables

b) Narrative Responses

c) Vendor Presentation and Demonstration (if applicable)

2.3. Scoring of Technical Requirements (see Appendix D)

The Vendor’s Technical Requirements will be allocated a maximum score of 100 Points as outlined in Appendix D. Vendor company must complete Appendix D using the following link, RFP 2026-NHED-BSFIN- 01 Vendor Workbook, as part of the RFP submission. In this section, the State will score the technical merits of how the Vendor will carry out the Implementation and maintenance of the Solution to include security, privacy, testing, hosting, etc. Scoring is primarily measured using vendor responses in the following sections:

a) Responses to Requirements and Deliverables

b) Narrative Responses https://www.education.nh.gov/sites/g/files/ehbemt326/files/inline-documents/2026/rfp-2026-nhed-bsfin-01-vendor-worksheet.xlsx https://www.education.nh.gov/sites/g/files/ehbemt326/files/inline-documents/2026/rfp-2026-nhed-bsfin-01-vendor-worksheet.xlsx https://www.education.nh.gov/sites/g/files/ehbemt326/files/inline-documents/2026/rfp-2026-nhed-bsfin-01-vendor-worksheet.xlsx https://www.education.nh.gov/sites/g/files/ehbemt326/files/inline-documents/2026/rfp-2026-nhed-bsfin-01-vendor-worksheet.xlsx

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

2.4. Scoring the Price (see Appendix E)

The Vendor’s price will be allocated a maximum score of 200 points as outlined in Appendix E. Vendor company must complete Appendix E using the following link, RFP 2026-NHED-BSFIN-01 Vendor Workbook, as part of the RFP submission. The price information required in a Proposal is intended to provide a sound basis for comparing price. The Vendor’s Price Score formula described in the Price Proposal Review and Scoring section will be utilized for this scoring portion.

3. Planned Evaluations

The Agency plans to use the following process:

a) Initial screening to ensure that the Proposals are compliant with submission requirements.

b) Preliminary evaluation of the Proposals.

c) Oral interviews and Product Demonstrations (if applicable).

d) Final Evaluation of Technical Proposals and scoring.

e) Review of Price Proposals and scoring.

f) Select the highest scoring Vendor and begin contract negotiation.

3.1. Initial Screening

The Agency will conduct an initial screening step to verify Vendor compliance with the submission requirements set forth in the RFP and the minimum content set forth in the Proposal Format, Content and Required Items within this RFP. The Agency may waive or offer a limited opportunity to cure immaterial deviations from the RFP requirements if it is determined to be in the best interest of the State. A Proposal that fails to satisfy either submission requirements or minimum standards may be rejected without further consideration.

3.2. Preliminary Technical Scoring of Proposals

The Agency will establish an evaluation team. This evaluation team will review the Technical Proposals and give a preliminary score. Should a vendor fail achieve a minimum score of 70 in the technical categories review relative to Data Process, Data Reporting, Data Submission, & Data Validation, Data Consolidation, Data Cross-Walking, and Data Dictionary or report being able to provide at least 80 percent of mandatory requirements, it will receive no further consideration from the evaluation team and the Vendor’s Price Proposal will remain unopened. Price Proposals will remain unopened during the preliminary technical review, Oral Interviews and Product Demonstrations.

3.3. Oral Interviews and Product Demonstrations

At the Agency’s discretion, Vendors may be invited to oral interviews and/or product demonstrations including demonstrations of any proposed automated systems or technology components. The Agency retains the sole discretion to determine whether to conduct oral interviews and product demonstrations, with which Vendors, the number of interviews and the length of time provided for the interview and Product demonstration. The Agency may decide to conduct oral interviews and product demonstrations with less than all responsive Vendors.

https://www.education.nh.gov/sites/g/files/ehbemt326/files/inline-documents/2026/rfp-2026-nhed-bsfin-01-vendor-worksheet.xlsx

RFP 2026-NHED-BSFIN-01 SCHOOL FINANCE DATA SYSTEM

The purpose of oral interviews and product demonstrations is to clarify and expound upon information provided in the written Proposals. Vendors are prohibited from altering the basic substance of their Proposals during the oral interviews and product demonstrations.