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Summary
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Capacity Building and PromotionThe specific aim of the tendered services is to position openIMIS in the international eHealth landscape as the standard tool for managing beneficiary, payer and provider interaction. A reliable support infrastructure including capacity building will be established globally and regionally.
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Terms of Reference
I. General Terms of Reference for the Firm of Consultants
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The here tendered service package falls under the outcome 2 "In-country capacities are strengthened, in order to adapt, utilize and maintain the open-source software to country-specific needs". The following outputs were defined for this outcome 2:
On-the-job training for health insurance managers, experts and other people who will use the new software has been produced.
Local capacities in customizing and managing openIMIS are strengthened.
The work of the Firm of Consultants will contribute to the achievement of outcome 2.
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Ongoing activities that have to be taken into account and built upon during this assignment are:
A commission on the overall software maintenance and user support.
A commission on transitioning the openIMIS architecture into a modular design in an open source development framework.
A co-funded pilot project on the modular transformation of openIMIS co-ordinated by the Digital Square partnership.
Two finance agreements on the creation of regional hubs in South-East Asia and Sub-Saharan Africa.
Commissions on communication and web-design as well as front-end improvements.
Developments that may lead to difficulties in a later project phase should be identified as quickly as possible. Furthermore, in view of the focus on results described above, results monitoring is crucially important. An efficient monitoring and evaluation system must therefore be proposed and set up that allows all entities of the openIMIS governance structure, the Firm of Consultants and the GIZ Sector Programme Social Protection to monitor project progress. Progress reports are submitted quarterly based on a format which will be agreed upon during the inception. Regular feedback sessions may be convened by the Programme depending on the progress of the assigned tasks. The Firm of Consultants is expected to respond to changes flexibly, especially if the project is in danger of straying from the above mentioned outputs.
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The existing communication channels and community platforms that were established by the openIMIS Initiative shall be used. Specifically these are
openIMIS code repositories (https://github.com/openimis)
openIMIS issue tracker (https://openimis.atlassian.net)
openIMIS documentation server (https://openimis.readthedocs.io)
openIMIS wiki (https://openimis.atlassian.net/wiki/spaces/OP)
Within the openIMIS governance structure, regular exchange meetings are foreseen for different stakeholders, some of which are also relevant for the Firm of Consultants. In the context of this commission, the Firm of Consultants is expected to take part in weekly calls of the IT & Product Group, but might be invited for additional events.
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The openIMIS Initiative together with other development partners has previously supported the maintenance and support of the openIMIS product. The results include among others:
A harmonised master version was created from the country specific adaptations of the openIMIS software package and made available in a public code repository. It is updated regularly with recent code contributions. (https://github.com/openimis)
A technical roadmap was developed as a living and constantly updated technical document based on a series of workshops with different stakeholders, code reviews of the master version and ongoing technical strategy discussions. (https://openimis.atlassian.net/wiki/spaces/OP/pages/40763442/Product+roadmap)
Community platforms were set up as resource repositories and communication channels for the openIMIS community (compare 2.I.b).
f. Data Protection
In the course of the commission, the Firm of Consultants might be exposed to data on health issues and financial transactions of individuals. The Firm of Consultants is expected to treat any personal information of individuals according to the highest applicable data confidentiality standards. At the same time, the Firm of Consultants is expected to contribute to the security of individual data by applying adequate quality standards.
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In order to achieve the aim of the project, the following objectives shall be pursued:
The number of openIMIS implementations has increased and the user, implementer and developer communities have grown.
A reliable support infrastructure (1st and 2nd level) is established globally and regionally.
The relevance, usefulness and usability of openIMIS for payers of health services is augmented.
b. Specific Tasks of the Project
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Work Package 1: openIMIS Promotion
In close co-operation with the software maintenance team, administer the demo data of openIMIS to allow the demonstration of meaningful use cases for all relevant multiple user roles and all the major business processes.
Support implementation partners and GIZ for specific customer and presentation requests such as participating in webinars, calls or on-site demos.
Support feasibility studies for implementation projects through the development of a rapid assessment and piloting guide and practical guidance as requested by the openIMIS Initiative.
Identify and connect with funders that may be willing to support an implementation project.
Open and feed social media channels on Facebook, LinkedIn, YouTube and Twitter.
Work Package 2: Support Infrastructure
Co-ordinate the work of the regional hubs that are being set up for South-East Asia and Sub-Saharan Africa (compare chapter 2.I.a General Conduct).
Maintain a register of openIMIS trainers, implementers and reference implementations with updated contact information.
Manage and harmonise training material for different target groups (trainers, implementers, users, developers) and maintain a syllabus of the available course material.
Maintain and update the implementation starter-kit, including templates for implementation roadmaps, budget calculations, resource needs or job description.
Create multi-media support material such as screen-casts from guided tours through specific use-case scenarios on the demo version.
Support information exchange visits of new users with organisations who are already using openIMIS.
Work Package 3: Usability and Requirements Management
Proactively observe and discuss usability issues and feature gaps with users arising from any encounter and document and communicate the findings.
Participate in the regular meetings of the IT & Product Committee of the openIMIS Initiative.
Identify translators for potential target languages and harmonize localisation projects for textual elements of the software and documentation material.
Co-ordinate usability improvement projects and requirements engineering projects as needed.
c. Expected Deliverables
The following deliverables are expected from the Firm of Consultants:
Inception report to be submitted 4 weeks after commencement of services specifying a conceptual design work plan for the planned activities for each work package.
Updated and verified demo data available on the demo server within one week after every release.
A rapid assessment and piloting guide with needed templates.
An archive of training material and course syllabus on a suitable platform.
A register with up-to-date contacts of openIMIS trainers, implementers and reference implementations.
A regularly updated implementation starter kit containing all the needed templates.
Quarterly usability reports with a list of resulting change or feature requests in the openIMIS issue tracker.
A library of multi-media material is available on suitable platforms.
Quarterly reports and updated work plans to be submitted by the 5th day of every third month after the acceptance of the inception report.
Final report based on a GIZ reporting format to be submitted on 15.06.2020.