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Terms of Reference for individual or firm consultancy service for Development and Implementation of an Enterprise Resource Planning (ERP) System for HESPI at The Horn Economic and Social Policy Institute (HESPI)

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Job Description

Issued By:

The Horn Economic and Social Policy Institute (HESPI), SALCA program

Location:

HESPI Headquarters Addis Ababa, Ethiopia,

Kirkos Sub City, Kebele 15, Teklu Desta Building H.No. 288/10-13

Addis Ababa, Ethiopia, Phone: +251 11 515 3262/65 | +251 11 515 0521/84

Assignment Title

: Development and Implementation of an Enterprise Resource Planning (ERP) System for HESPI

Type of Engagement:

Consultancy Services (Firm or Individual Consultant)

1.

Background

The Horn Economic and Social Policy Institute (HESPI) is an independent policy research institute dedicated to generating evidence-based research and policy recommendations to support sustainable development in the Horn of Africa. As the organization continues to expand its research, administrative, financial, and programmatic activities, there is a growing need to digitize and streamline internal operations through an integrated Enterprise Resource Planning (ERP) system.

Currently, various organizational functions are managed through separate systems and manual processes, resulting in inefficiencies in data management, reporting, communication, and decision-making. HESPI therefore seeks to engage a qualified firm or individual consultant to design, develop, customize, deploy, and support an ERP solution tailored to the institute’s operational requirements.

  • Objective of the Assignment

The overall objective of this assignment is to develop and implement a comprehensive ERP system that will automate, integrate, and enhance HESPI’s organizational processes, improve efficiency, strengthen accountability, and support data-driven decision-making.

  • Specific Objectives

The ERP system should:

Integrate key organizational functions into a unified platform.

Digitize administrative and operational workflows.

Improve financial management and reporting.

Strengthen human resource management.

Enhance project and grant management.

Improve document management and institutional knowledge sharing.

Facilitate monitoring, evaluation, and reporting activities.

Provide management dashboards and real-time analytics.

Ensure secure data storage, access control, and backup mechanisms.

  • Scope of Work

The selected consultant/firm shall undertake the following tasks:

Phase I: Needs Assessment and System Design

Conduct consultations with HESPI management and staff.

Assess existing workflows, systems, and operational requirements.

Document business processes and system requirements.

Develop a detailed ERP design and implementation plan.

Phase II: ERP Development and Customization

Develop and/or customize ERP modules including but not limited to:

Human Resource Management Module

Employee database and bio profile

Recruitment management

Leave management

Attendance management

Performance management

Promotions

Training records

Staff contracts and renewals

Finance and Accounting Module

Budget planning and management

Review and approval by the HESPI board of directors

General ledger

Accounts payable and receivable

Bank reconciliation

Expense management

Financial reporting

Audit trail functionality

Financial standing

Procurement and Asset Management Module

Procurement planning and approval

Purchase requisitions

Purchase orders

Supplier database

Asset registration and tracking

Inventory management

Project and Grant Management Module

Project planning and tracking

Donor and grant management

Budget monitoring

Deliverables tracking

Reporting dashboard

Monitoring, Evaluation, and Learning (MEL) Module

Indicator tracking (outputs and KIP tracking)

Results framework management

Data collection and analysis

Progress reporting (outcomes, impacts, success histories)

Document Management System

Centralized repository

Document version control

Access permissions

Archiving and retrieval

Administration Module

Meeting management

Travel requests and approvals

Vehicle management

Internal approvals workflow

Executive Dashboard

Organizational performance dashboard

Financial dashboard

Project dashboard

Human resources dashboard

Custom reports

Research workflow

Research grant application

Peer review tracker

Reporting (Dashboards to feed results into branded PPT or excel templates)

Data collection (online surveys)

Data Analysis (Data Cleaning, statistical analysis/tests, weighting, segmentation, organize and analyze qualitative insights from interviews and FGDs

Phase III: Testing and Quality Assurance

Conduct system testing.

Perform user acceptance testing.

Ensure compliance with agreed specifications.

Phase IV: Deployment and Training

Deploy the ERP system.

Migrate relevant data.

Train HESPI staff and administrators.

Provide user manuals and technical documentation.

Phase V: Post-Implementation Support

Provide technical support and maintenance.

  • Expected Deliverables

The consultant/firm shall deliver:

Inception Report and detailed Work Plan.

Business Requirements Analysis Report.

ERP System Design Document.

Functional ERP System.

User Acceptance Testing Report.

User Manuals and Technical Documentation.

Staff Training Report.

Post-Implementation Support and follow-up Plan.

  • Duration of Assignment

The assignment is expected to be completed in

3 months

from the date of contract signing.

  • Required Qualifications

The Consulting Firms / Individual Consultants

Be legally registered.

Should have a minimum of BSC degree in computer science, information systems, software engineering, business administration or related fields

Have at least five (5) years of experience in ERP development and implementation.

Demonstrable successful implementation of similar ERP projects.

Have expertise in finance, HR, procurement, project management, and document management systems and operational flow analysis.

Have qualified software developers, business analysts, and system architects.

Have strong knowledge of database management, cybersecurity, and cloud-based solutions.

  • Reporting and Supervision

The consultant/firm will work closely with the ICT unit and report directly to the HESPI management and constrict administration unit. Regular progress meetings shall be conducted throughout the assignment.

  • Proposal Submission Requirements

Interested firms or consultants shall submit the following document in a sealed and stamped envelope to HESPI’s Headquarters (find the address above):

Technical Proposal

Understanding of the assignment.

Proposed methodology.

Work plan and implementation schedule.

Team composition and qualifications.

Similar assignments completed.

Financial Proposal

Detailed cost breakdown.

Applicable taxes.

Payment schedule.

Supporting Documents

Company registration certificate

Tax registration documents.

CVs of key personnel.

Portfolio of similar ERP projects (if available).

How to apply

tion.

Demonstrable successful implementation of similar ERP projects.

Have expertise in finance, HR, procurement, project management, and document management systems and operational flow analysis.

Have qualified software developers, business analysts, and system architects.

Have strong knowledge of database management, cybersecurity, and cloud-based solutions.

  • Reporting and Supervision

The consultant/firm will work closely with the ICT unit and report directly to the HESPI management and constrict administration unit. Regular progress meetings shall be conducted throughout the assignment.

  • Proposal Submission Requirements

Interested firms or consultants shall submit the following docume

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