Sign up with GoogleHi there, the aids foundation of South Africa is looking to upgrade their financial systems from Pastel Account Partner V14 to Pastel Evolution.
Please the ToR below for the interested parts.
Terms of Reference - Technical Specifications
Upgrade from Pastel Partner to Pastel Evolution
1. Introduction
The AIDS Foundation of South Africa (AFSA), established in 1988, was the first registered AIDS Non-Government Organisation in South Africa. This year marks our 28th year anniversary!
AFSA is a development organisation that exists to mitigate the impacts of HIV and AIDS and poverty through the implementation of health and community development projects in vulnerable communities. Therefore our main focus is rural, vulnerable and hard to reach communities. As a foundation, we act as an interface between donors and community-based organisations (CBOs) and non-governmental organisations (NGOs) working in the HIV and AIDS sector, through placing donor funds with strategically selected organisations and providing them with ongoing mentoring, technical support & capacity building.
2. Background
AFSA has been using the Pastel Partner version 14 to conduct daily, monthly and annual transactions. Due to the increase in financial requirements, AFSA has seen the need to upgrade from Pastel Partner version 14 to Pastel Evolution.
3. Purpose
The purpose of this Terms of Reference (TOR) document is to enable AFSA to identify and acquire the services of a Pastel accredited consulting firm with the necessary skills, competence, compliance and experience to perform the Pastel upgrade.
4. Objectives and Requirements
Outlined below are the objectives and requirements for the:
4.1 Procurement of 15 Pastel Evolution licenses.
4.2 In addition to the standard Pastel Evolution features, the following add-ons are required:
4.2.1 Bank Statement Manager
4.2.2 Business Intelligence Centre
4.2.3 Fixed Assets
4.2.4 Procurement
4.3 Installation, customisation, configuration and integration with other business processes.
4.4 Training and handover of a well-documented training manual. The manual should be documented for all the standard features and add-on modules.
5. Assumptions and Requirements
5.1 The service provider will be responsible for assembling and managing the resources that they require to complete the assignment. Should there be any additional expertise and/or resource requirements, then the service provider must clearly state this along with the costing.
5.2 The service provider will ensure that adequate capacity is available to carry out this assignment and ensure delivery on time of expected outputs/deliverables.
5.3 Where applicable, the service provider will ensure familiarity with, acquire relevant knowledge of, seek clarity and gain an understanding of the work of AFSA and its constitutional as well as applicable policies.
5.4 Subject to the provisions of a contract to be entered into between AFSA and a successful service provider, access to restricted or privileged documentation and/or information will only be available to the service provider at the discretion of AFSA.
6. Timelines and Reporting
6.1 This project will be carried out over a period of one (1) to three (3) months from the date of approval.
7. Costing
The service provider will submit a detailed budget proposal (costing valid for 90 days) with time lines, accompanied by a detailed Work-plan. The proposal will set out the relevant financial resources, time frames and a schedule of outputs to guide the work of the service provider for the duration of the project. In addition, the proposed budget for the project must be clearly itemised.
8. Proposal and Submission
The prospective service provider will submit a proposal clearly indicating the following:
8.1 Appropriate experience and skill sets relevant to the project.
8.2 Well-presented CVs of the individuals who will be involved in the project including their roles and responsibilities.
8.3 A well-defined project plan with activities, timelines and associated levels of responsibilities.
8.4 The service provider must show proof that their company and/or individuals involved in the project are certified and/or accredited by Pastel.
8.5 An itemised cost structure for each project activity.
8.6 Clearly indicate any factors that might likely affect the timely completion of the project.
8.7 The submission of the TOR should show the project work plan, related activities, costs and the timelines.
8.8 The service provider must also submit proof of work done in the previous 12 months of migrations from Pastel Partner to Pastel Evolution.
** The above is mandatory and required. Failure to submit the above requirements will result in the service provider’s proposal not being considered for the next stage of approval.
9. Performance and Delivery Management
The selected service provider will liaise with the AFSA Finance Department’s designated contact person for the duration of the project. The Finance Department’s designated contact person will ensure that regular progress reporting is carried out by the service provider and report on progress to the Finance Department.
10. Enquiries
For all technical enquiries, please contact:
Mwenebyake-Jérémie Nyamangyoku - ICT Officer
T: +27 (0) 31 277 2700
E: jeremie@aids.org.za
W: www.aids.org.za
For all SCM enquiries, please contact:
Nivanie Pillay – Chief Financial Officer
T: +27 (0) 31 277 2700
E: nivanie@aids.org.za
W: www.aids.org.za
Kindly note that the closing date for submission is Monday 18th January 2016 @12h00 CAT
Please the ToR below for the interested parts.
Terms of Reference - Technical Specifications
Upgrade from Pastel Partner to Pastel Evolution
1. Introduction
The AIDS Foundation of South Africa (AFSA), established in 1988, was the first registered AIDS Non-Government Organisation in South Africa. This year marks our 28th year anniversary!
AFSA is a development organisation that exists to mitigate the impacts of HIV and AIDS and poverty through the implementation of health and community development projects in vulnerable communities. Therefore our main focus is rural, vulnerable and hard to reach communities. As a foundation, we act as an interface between donors and community-based organisations (CBOs) and non-governmental organisations (NGOs) working in the HIV and AIDS sector, through placing donor funds with strategically selected organisations and providing them with ongoing mentoring, technical support & capacity building.
2. Background
AFSA has been using the Pastel Partner version 14 to conduct daily, monthly and annual transactions. Due to the increase in financial requirements, AFSA has seen the need to upgrade from Pastel Partner version 14 to Pastel Evolution.
3. Purpose
The purpose of this Terms of Reference (TOR) document is to enable AFSA to identify and acquire the services of a Pastel accredited consulting firm with the necessary skills, competence, compliance and experience to perform the Pastel upgrade.
4. Objectives and Requirements
Outlined below are the objectives and requirements for the:
4.1 Procurement of 15 Pastel Evolution licenses.
4.2 In addition to the standard Pastel Evolution features, the following add-ons are required:
4.2.1 Bank Statement Manager
4.2.2 Business Intelligence Centre
4.2.3 Fixed Assets
4.2.4 Procurement
4.3 Installation, customisation, configuration and integration with other business processes.
4.4 Training and handover of a well-documented training manual. The manual should be documented for all the standard features and add-on modules.
5. Assumptions and Requirements
5.1 The service provider will be responsible for assembling and managing the resources that they require to complete the assignment. Should there be any additional expertise and/or resource requirements, then the service provider must clearly state this along with the costing.
5.2 The service provider will ensure that adequate capacity is available to carry out this assignment and ensure delivery on time of expected outputs/deliverables.
5.3 Where applicable, the service provider will ensure familiarity with, acquire relevant knowledge of, seek clarity and gain an understanding of the work of AFSA and its constitutional as well as applicable policies.
5.4 Subject to the provisions of a contract to be entered into between AFSA and a successful service provider, access to restricted or privileged documentation and/or information will only be available to the service provider at the discretion of AFSA.
6. Timelines and Reporting
6.1 This project will be carried out over a period of one (1) to three (3) months from the date of approval.
7. Costing
The service provider will submit a detailed budget proposal (costing valid for 90 days) with time lines, accompanied by a detailed Work-plan. The proposal will set out the relevant financial resources, time frames and a schedule of outputs to guide the work of the service provider for the duration of the project. In addition, the proposed budget for the project must be clearly itemised.
8. Proposal and Submission
The prospective service provider will submit a proposal clearly indicating the following:
8.1 Appropriate experience and skill sets relevant to the project.
8.2 Well-presented CVs of the individuals who will be involved in the project including their roles and responsibilities.
8.3 A well-defined project plan with activities, timelines and associated levels of responsibilities.
8.4 The service provider must show proof that their company and/or individuals involved in the project are certified and/or accredited by Pastel.
8.5 An itemised cost structure for each project activity.
8.6 Clearly indicate any factors that might likely affect the timely completion of the project.
8.7 The submission of the TOR should show the project work plan, related activities, costs and the timelines.
8.8 The service provider must also submit proof of work done in the previous 12 months of migrations from Pastel Partner to Pastel Evolution.
** The above is mandatory and required. Failure to submit the above requirements will result in the service provider’s proposal not being considered for the next stage of approval.
9. Performance and Delivery Management
The selected service provider will liaise with the AFSA Finance Department’s designated contact person for the duration of the project. The Finance Department’s designated contact person will ensure that regular progress reporting is carried out by the service provider and report on progress to the Finance Department.
10. Enquiries
For all technical enquiries, please contact:
Mwenebyake-Jérémie Nyamangyoku - ICT Officer
T: +27 (0) 31 277 2700
E: jeremie@aids.org.za
W: www.aids.org.za
For all SCM enquiries, please contact:
Nivanie Pillay – Chief Financial Officer
T: +27 (0) 31 277 2700
E: nivanie@aids.org.za
W: www.aids.org.za
Kindly note that the closing date for submission is Monday 18th January 2016 @12h00 CAT
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