Specifications include, but are not limited to: Functionality should be created/developed in Salesforce, data should live in Salesforce Client financial information must be secured and ensure confidentiality Audit Capability of who accessed what record when and who changed the data and when Ability to generate data to fulfill requests that may be planned or come as ad hoc/last-minute/unstructured requests Ability to track collateral for loans Insurance (Policy number, expiration date) information needs to be maintained for each record System generated letters and notices that can be emailed to borrower contact from the system. Examples: audit confirmations; invoices; various notices to clients; new loan letter with payment set-up, payoff letter, final payoff notifications to borrower, notice of revised payment schedules, delinquency letters, notice of items coming due Historical data for SEC reporting monthly, quarterly and annually to further report to investors; requires Financial Reporting required for the annual OBM CAFR, HR/Benefit reporting; Federal reporting for Energy loans; meet Federal reporting standards to enable direct reporting to Federal entities; Need ability to generate data to fulfill requests that may be planned or come as ad hoc/last-minute/unstructured requests from DSA leadership. Calculate interest as 30/360 or Simple Interest, precise calculations to the penny with rounding options available; Accurate recalculation of interest during deferral periods; Ability to defer accrued interest to a next payment or to a future or final payment; Ability to choose a repayment structure for deferred interest