Newton Paperless Initiative and Participant Portal Enhancement
project
b55884eaf96409e4
Normalized: newton paperless initiative and participant portal enhancement
moreland_contracts
Entity Properties (gold project table)
project_id
b55884eaf96409e4
name
Newton Paperless Initiative and Participant Portal Enhancement
client_id
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canonical_metadata
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created_at
2026-02-12 05:36:54.288209+00:00
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2026-02-12 05:36:54.288209+00:00
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billable
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recurring
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lead_dev
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description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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—
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fixed_fee
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165000.0
54%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
100%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage
Source Mappings (100)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | QiUBGCn1+H6cnQ | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
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CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Enhancing the Participant Portal to support paperless processes and improve communication with participants.
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2026-04-07T02:02:19.873198+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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3b4f13c51f12389369b1d0282f3c3d65
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CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
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CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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—
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165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to the existing Newton system to improve communication and document delivery for participants.
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2026-04-03T02:02:15.042777+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
modified_by
Jeff Kavlick
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3b4f13c51f12389369b1d0282f3c3d65
file_name
CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
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CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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—
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2026-03-30T02:02:40.020321+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
created_by
Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | FkKmx+6RmX+pJg | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-03-19T21:18:46.200689+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
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—
|
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| moreland_contracts | f81l/FUsUzgkOg | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3b4f13c51f12389369b1d0282f3c3d65
file_name
CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-03-06T00:02:06.272714+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | ts+LU85BVjgiuA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
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total_fee_estimate
165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
start_date
—
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2026-03-04T18:01:58.742026+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | 0PFXjtXHNhVklg | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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165000.0
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
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—
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| moreland_contracts | YDsb++5eYYTXEw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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Newton Paperless Initiative and Participant Portal Enhancement
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—
contract_type
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-26T02:02:27.220813+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
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—
|
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| moreland_contracts | sdvIrvF+sHVq3g | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
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Newton Paperless Initiative and Participant Portal Enhancement
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raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
contract_type
fixed_fee
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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165000.0
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2026-02-26T00:02:00.241100+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | v1+xm2wVo0YI1g | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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—
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2026-02-24T18:01:59.230242+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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—
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2026-02-24T00:01:54.047153+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | jkxUgpmBAh14OQ | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
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165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-21T12:01:52.503899+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | bagb3RAu1cS9fA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-21T02:02:26.839012+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
|
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| moreland_contracts | CBi2XNzTTrxiNw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-19T12:01:51.391181+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | zKAU/YGt8nloCA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
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165000.0
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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2026-02-19T03:08:13.418791+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | 6aHbK1Yy01nNSw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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165000.0
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Development of a paperless participant portal and enhancements to the existing system to improve communication and document delivery.
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2026-02-22T00:01:50.050319+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | snzL5uTrifLZeA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-21T18:02:00.766168+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
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| moreland_contracts | UE4azap/2u9dzA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-20T12:01:50.991398+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | 4Zp6JMrVQB6kvw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-22T02:02:25.152966+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
contract_type
fixed_fee
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-03-03T02:02:34.879254+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-03-26T00:15:00+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | jdbLfKF1glq0oQ | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless participant portal and enhancements to improve communication and document delivery for CBT Funds.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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Source Record
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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—
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Source Record
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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—
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | ZjClynyG/ZrQwA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
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CBT Paperless Proposal 2025.docx
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Newton Paperless Initiative and Participant Portal Enhancement
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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165000.0
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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2026-03-05T06:01:53.630424+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Newton Paperless Initiative and Participant Portal Enhancement
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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—
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CBT Paperless Proposal 2025.docx
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company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-20T00:01:50.697302+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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CBT Paperless Proposal 2025.docx
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company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-21T00:02:10.698708+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-02-23T00:02:01.428339+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-03-03T12:01:46.470586+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
contract_type
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165000.0
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Development of a paperless Participant Portal to enhance communication and document delivery for participants.
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2026-03-24T02:02:22.560073+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-01-07T16:51:24+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-03-29T02:02:23.161183+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-08T21:05:17.579697+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-11T02:02:11.005452+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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Source Record
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-12T02:02:05.691902+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | QmtWg/WJ/i9dTA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
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company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
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—
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165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-13T02:02:17.299219+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
|
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| moreland_contracts | I1Tl+F8qcDe5pA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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file_name
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CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-14T02:02:33.168618+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
|
|||||||
| moreland_contracts | HWiHb8QxOmBhKA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-15T02:02:20.688080+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | Tyhn+gBj/h41bw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-23T02:02:27.031602+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | 6VMvvi84jLPqBA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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bronze_moreland_contracts_ma_project_contracts
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
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2026-03-26T00:15:00+00:00
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Jeff Kavlick
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Jeff Kavlick
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—
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| moreland_contracts | 6kWUfy5f8ewxjw | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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CBT Paperless Proposal 2025.docx
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CBT Funds
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Newton Paperless Initiative and Participant Portal Enhancement
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—
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165000.0
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Development of a modernized Participant Portal to support paperless processes and enhance communication with participants.
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2026-04-19T02:02:18.205526+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | dMjklpw8kfxMRA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-20T02:02:27.119406+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
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2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
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Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
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| moreland_contracts | yuiWUHPFH7kIFA | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
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Newton Paperless Initiative and Participant Portal Enhancement
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165000.0
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Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
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2026-04-21T02:02:15.442109+00:00
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CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
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| moreland_contracts | aF/yHSeBLfwvog | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3b4f13c51f12389369b1d0282f3c3d65
file_name
CBT Paperless Proposal 2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
165000.0
brief_project_description
Development of a paperless participant portal and architecture to enhance communication and document delivery for CBT Funds.
start_date
—
extracted_at
2026-04-22T02:02:40.527619+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||
| moreland_contracts | GG7f/yP80IEGoQ | Newton Paperless Initiative and Participant Portal Enhancement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
3b4f13c51f12389369b1d0282f3c3d65
file_name
CBT Paperless Proposal 2025.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B9B221024-8091-47F8-90B2-75F874918531%7D&file=CBT%20Paperless%20Proposal%202025.docx&action=default&mobileredirect=true
company
CBT Funds
project_name
Newton Paperless Initiative and Participant Portal Enhancement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
165000.0
brief_project_description
Development of a paperless Participant Portal and enhancements to support modern communication and document delivery.
start_date
—
extracted_at
2026-04-09T13:56:14.168774+00:00
raw_text_preview
CBT Funds
Newton Paperless Initiative and Participant Portal Enhancement
Introduction
CBTFunds is committed to transitioning to a more paperless delivery model, aiming to enhance communication with participants. This initiative not only offers potential cost savings but also introduces a modern communication approach that participants will appreciate, while reducing the demand for Funds personnel.
Enhancements to the Participant Portal are essential for implementing paperless initiatives, providing functionalities for opt-in and opt-out choices, as well as mechanisms for efficient and secure document delivery and receipt confirmation.
The Newton system was designed and implemented nearly a decade ago. Since then, software tools and languages have seen significant advancements, resulting in solutions that are now more reliable, stable, and secure, requiring less effort for maintenance and modification. Approximately two-thirds of the Newton architecture, including the database and middle/logic layer, remain modern and up-to-date, offering an optimal solution. Moreland will employ modern front-end tools atop the existing logic layer to leverage the current system's business intelligence while delivering a more contemporary, user-friendly, and secure front-end capable of operating seamlessly in both desktop and mobile environments.
Moreland will develop the new Participant Portal to support paperless processes and provide enhanced access for participants. The foundation of the new front-end will utilize Moreland's proprietary MC-Kit tools, which integrate with the React Native coding language. Moreland offers MC-Kit at no cost to the Funds, providing a substantial advantage in the coding process.
The technology developed during the participant portal rebuild can be utilized by the Funds for future updates to other Newton modules as needed.
Some of the enhanced capabilities in the new portal architecture include:
Third-party email and text management
Multi-Factor Auth
file_created_at
2025-03-12T18:23:07+00:00
file_modified_at
2026-03-26T00:15:00+00:00
created_by
Jeff Kavlick
modified_by
Jeff Kavlick
_dlt_meta
—
|
|||||||