Background
Rise to Inspire Africa Initiative is seeking a qualified consultant to support the organization in enhancing its financial management and reporting systems. This initiative aims to implement QuickBooks Online to streamline accounting processes, ensure compliance, and enhance financial transparency.
Objective
The objective is to procure, set up, and operationalize QuickBooks Online while equipping staff with the necessary knowledge and skills to use the platform effectively.
Scope of Work
The Consultant will be responsible for:
- Evaluate the organization’s financial management needs and recommend the appropriate QuickBooks Online plan.
- Assist in the purchase or subscription of QuickBooks Online.
- Configure QuickBooks Online based on the organization’s chart of accounts, cost centers, and financial reporting requirements.
- Set up user access levels and permissions for relevant staff.
- Customize invoices, receipts, and other financial templates in line with organizational branding and compliance requirements.
- Migrate historical financial data from the existing accounting system (if applicable) to QuickBooks Online.
- Verify the accuracy and completeness of the migrated data.
- Conduct a needs assessment to identify training gaps among finance and administrative staff.
- Deliver a tailored training program (virtual or in-person) covering key functionalities such as creating financial reports, managing transactions, and budgeting.
- Provide post-training support for staff to address practical challenges.
- Offer technical support for three months post-implementation to resolve any issues.
- Provide a detailed user manual or guide tailored to the organization’s operations.
Key Deliverables
- Detailed assessment report and recommendation for the appropriate QuickBooks Online plan.
- QuickBooks Online purchased/subscribed and configured based on organizational needs.
- Migration of historical financial data with a verification report.
- Training materials and delivery of staff training sessions.
- Post-training support plan and user manual tailored to the organization.
- Final implementation report, including feedback and recommendations for optimizing usage.
Duration
The consultancy is expected to last for 4 weeks, with the possibility of extension for post-implementation support.
Requirements
The Consultant should have:
- Proven expertise in QuickBooks Online implementation and training.
- Strong knowledge of accounting principles and financial reporting.
- Experience working with non-profit organizations (preferred).
- Excellent communication and training facilitation skills.
Quotation Requirements & Evaluation Criteria
Quotation should include a validity period and the following:
- Full detail of individual/company’s profile: 5%
- Evidence of Tax Payment, Tax Clearance Certificate, Tax Identification Number -5%
- Evidence of execution of similar job(s) in the past – 20%
- Methodology/Approach for installation, training, and maintenance: 20%
- Evidence to show accreditation as a licensed web hosting individual/organization: 20%
- Financial Proposal: 30%
All vendors are required to submit a detailed cost breakdown in a tabular format, covering software licenses, hosting services, and training.
Method of Application
Quotations should be sent to [email protected]
- Deadline for submission: 23rd December 2024
