Services · Scale-Up

ERP Requirements, Procurement and Vendor Selection Support

PDA02

Develops ERP requirements, evaluation criteria, RFP inputs, vendor comparison tools and procurement support for accounting software selection.

What changes

More objective vendor selection, better system fit and improved transparency in ERP procurement decisions.

What you get

ERP requirements specification PDA006
Weighted evaluation criteria and vendor scoring tool PDA007
RFP technical inputs pack PDA008
Vendor comparison and selection recommendation PDA009

What has to come first

PDA01ERP Business Case and Readiness Assessment Recommended

ERP business case and readiness assessment that justifies the procurement
PRM01 and PRM02 Recommended

Procurement policy and tendering procedures this runs under
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment that informs the requirements

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Owns requirements and the selection
HNS finance and ERP users	Define what the system must do
HNS IT	Define technical and infrastructure requirements
HNS procurement team	Runs the RFP under policy
HNS Secretary General and approvers	Approve the selection
GFDC delivery team	Drafts and advises

How it is measured

Indicator	Target	Evidence
ERP requirements specification approved	Approved before the RFP issues	Approval record; signed specification
Evaluation criteria weighted and agreed before vendor evaluation	100% before scoring	Agreed evaluation criteria
Vendor proposals scored against the criteria	100% of proposals	Vendor scoring tool
Selection recommendation approved with a documented audit trail	Before contracting	Selection recommendation; approval record

Tools

5 of 5 ready to download.

PDA001 TORs for consultant ToR DOCX
PDA006 ERP requirements specification Template DOCX
PDA007 Weighted evaluation criteria and vendor scoring tool Template DOCX
PDA008 RFP technical inputs pack Template DOCX
PDA009 Vendor comparison and selection recommendation Template DOCX

Standards

COSO Internal Control - Integrated Framework
Recognised IT and ERP procurement practice

Request this service

The form arrives with PDA02 filled in. You can change it, and you do not have to be sure.

Request PDA02

Code: PDA02
Tier: Scale-Up
Outcome area: 4 · Finance operations, reporting, systems and audit readiness
Deliverables: 4
Tools: 5 of 5

Comes before

1 service names this one as a prerequisite.

PDA03ERP Implementation Governance and Configuration Support

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What do I need?

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