Overview
CHAI is currently in the process of implementing a new financial ERP application (NetSuite) to support its growth and efficiency in the implementation of transformational public health programs supported by diverse donors. CHAI’s top leadership objectives of the new ERP includes:
- Reduction of CHAI’s monthly financial close to 10-15 days
- Full financial information self-service and real-time access by program and country teams
- Simplified financial reporting and streamlined financial processes (manual steps and error reduction)
- Robust donor, statutory reporting and risks controls and compliance
CHAI is soliciting quotes for an ERP project manager consulting services to fully lead and complete the roll-out of CHAI’s new global finance system (NetSuite). The purpose of this request for quote (RFQ) is to identify the firm with ERP project management expertise that can hit the ground running to take over leading the completion of ERP roll-out.
Consultant responsibilities
The ERP PM consultant will collaborate internally with finance functional leads, country finance heads, and stakeholders (at the country and global level) and externally with the NetSuite Professional Services. Key responsibility highlights include:
- Oversee the planning (testing, training, etc.), quality, delivery, and management across all aspects of the implementation project to achieve CHAI’s top finance system objectives and future state vision
- Keep the project on schedule, to cost, within scope, and to the expected quality
- Ensure integration of other peripheral finance applications
- Create a cohesive team environment for all internal and external resources engaged in the project
- Champion and guide the adoption of standard solutions and best accounting practices
- Evaluate and identify opportunities to streamline CHAI finance streams to eliminate redundancy, manual work and ensure real-time information access
- Effectively manage internal and external team collaboration and communication.
- Ensure ERP workflows incorporate key financial controls as identified in policies and procedures.
- Research problems/issues as they arise and propose solutions
- Work with key finance leads to identify critical donor and statutory reporting
- Act as a point of escalation for project delivery issues from all partners and stakeholders
- Work with the business to develop a robust go-live transition and governance plan
- Provide subject matter expertise in financial reporting, costing, budgeting and forecasting, compliance
- Evaluate and identify system functional gaps and solutions needed to support CHAI’s objectives
- Evaluate and identify risk and process controls to ensure transparency and regulatory compliance
Schedule
- Release of RFQ: 07/31/2025
- Quote receipt deadlines: 08/15/2025
- Finalist interviews: 09/09/2025
- Selection notice: 09/19/2025
Requests for clarification
Any questions or inquiries on the RFQ must be in writing and received prior to August 11, 2025, and directed to Ndunge Evelyn Pavao (CHAI Associate Director, Global Talent Acquisition) at emwangi@clintonhealthaccess.org. Any material questions that are received will be responded to via email. From the issuance date of the RFQ until award notice, vendors are not allowed to communicate with any of CHAI’s staff or officials regarding this RFQ, except at the written direction of Ndunge Evelyn Pavao. Any unauthorized contact may disqualify the vendor from consideration.
Deadline
Quotes must be received by no later than the end of the business day on August 15, 2025, and submitted to Ndunge Evelyn Pavao, CHAI Associate Director, Global Talent Acquisition at emwangi@clintonhealthaccess.org. Quote responses should not be more than 10 pages including appendices. All quotes received and not in conformity with the above requirements will not be considered. All offers must be valid for at least 90 days from the deadline of submission as CHAI will select the winning consultant within this period. Late submissions will not be acceptable for evaluation.