2.            Requirements for the IT solution

2.1       Description of the existing IT solution

      I.        Software Stack

After a migration of the openIMIS codebase from proprietary technologies to a full open source technology stack, the following frameworks are now in use and recommended as reference technologies for running an openIMIS instance:

• Web-Frontend: React JS

• Backend: Python (Django)

• Data Access: GraphQL

• Database: PostgreSQL (recommended), but MS SQL is still supported

• Packaging: Docker

• Server: Linux (recommended), but any server OS supporting docker will work

    II.        Previous Results of the openIMIS Initiative

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 version (main) was created from the country specific adaptations of the openIMIS software package and migrated to a modular architecture using open source technologies and implementing international interoperability standards. It is available in a public code repository and updated regularly with recent code contributions. (openIMIS )

• A regular release cycle according to a defined change management process was established and successfully applied since 2019.

• A technical roadmap was developed as a living and constantly updated technical document based on a series of workshops with different stakeholders and ongoing technical strategy discussions. (Product Roadmap )

• Community platforms were set up as resource repositories and communication channels for the openIMIS community. A regularly maintained helpdesk was set up and established.

• A sandbox environment to demonstrate openIMIS features and its interoperability options was set up for testing and show-casing which will be enhanced to host demo installations of openIMIS solutions in different interoperability scenarios by this contract.

• In a series of migration projects, functionality of the CORE-MIS software package by the World Bank was migrated to openIMIS. (Project: 2022.T3 CORE-MIS Merger)

2.2       Description of the application/use of the IT solution

openIMIS is an interoperable, versatile open source software which supports the administration of health financing and social protection schemes. It is designed to manage the complex, high-volume data flows which are required to operate such schemes by seamlessly integrating beneficiary, provider and payer data. More than 10 million people in 7 countries benefit from health insurance, employment injury insurance, cash transfer and voucher schemes managed using openIMIS.

2.3       General conditions at the partner end

      I.        General Conduct

The staff members seconded by the Firm of Consultants must cooperate closely with the GIZ project officer who is responsible to BMZ for the German and Swiss contributions to the openIMIS Initiative and the programme officer appointed for this contract. All activities of the Firm of Consultants have to be done in line with and on the basis of ongoing activities of the openIMIS Initiative to achieve all programme outputs (see chapter 1.IV above).

Ongoing activities that must be taken into account and built upon during this assignment are:

1. activities of the openIMIS Initiative geared towards community building and regional support structures. This activity is supplemented by additional contracts for regional openIMIS hubs.

2. activities of the openIMIS Initiative geared towards implementation support for new scheme operators.

3. software development as well as release and solution management by other contractors and implementation partners.

4. active involvement of the openIMIS Initiative in the interoperability networks OpenHIE, GovStack and the Digital Convergence Initiative in Social Protection.

5. Merger with the CORE-MIS software from the WorldBank

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 the 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 Global Programme GASP 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 GIZ Global Programme GASP 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 outputs mentioned in Chapter 1.

    II.        Integration into the Existing openIMIS Structures

The openIMIS initiative builds upon existing software for health insurance management that is being used by insurance organisations in several countries already. Although the migration of openIMIS to the new modular architecture is completed and the legacy version will not be included in future releases any more, continuous support for smooth operations of those legacy implementations is still important to this commission. Besides simply operating openIMIS, these local organisations also support the openIMIS Initiative with own code developments, which need to be integrated into the core system on a regular basis.

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 currently especially expected to take part in the weekly calls of the Developers Committee and the monthly review calls but might be invited for additional events – online or in person.

   III.        Co-operation with Partners of the openIMIS Initiative

In order to build a sustainable community of practice, the openIMIS Initiative is co-operating with various international partners and sub-contracting other consultants. The Firm of Consultants is expected to work together with these partners in a co-operative and friendly way, respecting and supporting the work of others and disclosing relevant information where necessary. Apart from the consultants that work on the ongoing activities mentioned in chapter 2.I and those who work on short term consultancies, the openIMIS initiative currently co-operates closely with other players such as the OpenHIE community, the GovStack Initiative, the Digital Convergence Initiative and other Digital Public Good Initiatives from related sectors. Finally, it can be expected that free implementers and developers who are interested in the project want to associate and contribute to the project. The openIMIS Initiative has a special interest to nourish this kind of relations through a welcoming community culture of trust.

2.4       Functional Requirements

      I.        System Components of the Sandbox

The contractor identifies the needed system-components tother with the Product Group to reflect specific use cases and workflows of openIMIS in interoperable health and social protections scenarios. On this basis the contractor selects software and non-software products (e.g. documentation) from the official releases of the selected DPGs or from openIMIS solution bundles. The scenarios will be prioritized with a focus on the technical feasibility based on existing functionality of commonly used DPGs.

The Sandbox will show-case openIMIS in the context of interoperability scenarios from the following standards (see also chapter 2.5.2 below):

a)    The openHIE Initiative for the Health Sector

• Social Health Insurance with claiming (openIMIS Solution)

• Voucher programme (openIMIS Solution)

• Social Health Insurance with c