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Terms Of Reference: Develop a Robust Customer Relationship Management System (CRMS) For DKT Anglophone West Africa (AWA)

JOB SUMMARY

Company DKT Internati...
Industry NGO/IGO/INGO
Category Public Health
Location Ghana, Liberi...
Job Status Contract (per...
Salary GH¢ 
Education Qualified
Experience 5 years
Job Expires Aug 16, 2025
Contact ...
 

Company Profile

DKT Ghana is a leading social marketing organization committed to improving reproductive health outcomes through innovative programming and strategic partnerships. We focus on increasing access to contraceptives and reproductive health services across Ghana, leveraging data-driven approaches to inform our strategies and interventions.

Job Description

TERMS OF REFERENCE (TOR)
Develop a Robust Customer Relationship Management System (CRMS) For DKT Anglophone West Africa (AWA)
Covering Ghana, Liberia, and Sierra Leone

Background & Purpose
Context:
DKT AWA delivers family planning/reproductive health (FP/RH) products across Ghana, Liberia, and Sierra Leone. A modern CRMS is critical to:
  • Ensure data accuracy for FP/RH impact reporting (e.g., Couple-Years of Protection/CYP).
  • Streamline operations (invoicing, inventory, field sales).
  • Integrate with global systems (SAP, DHIS2, Power BI).
Objective
Engage a qualified firm/consultant to develop a secure, offline-capable CRMS for desktop/mobile use, protecting DKT’s data, budget, and operational continuity.
 
Scope of Work
The vendor will deliver all phases of the System Development Life Cycle (SDLC):
 

Phase

Key Deliverables

Example

Requirements Analysis

Detailed functional specifications

Map geotagging to retailer visit workflows

Design & Build

System architecture, database schema, UI/UX prototypes

Offline invoice module mimicking online functionality

Integration

Secure APIs linking CRMS ↔ SAP, DHIS2, Power BI

Automated CYP calculation in Power BI dashboards

Testing

User Acceptance Testing (UAT) scripts, bug-fix reports

Test promo discounts in low-connectivity areas, product link, volume-based pricing

Deployment

Installations, staff training, data migration plan

Training videos for route monitoring module etc

Post-Launch Support

Maintenance (bug fixes, updates)

Priority response for system outages (<2 hrs)



Technical Requirements
Core Functionality:
  • Electronic Invoicing: Print invoices offline; sync data when online and printing old invoices from order history.
  • Inventory Management: Track product transfers/movements/expiry across warehouses.
  • Route Monitoring: GPS-enabled territory planning with historical logs.
  • Survey Module: Offline data collection (like KoboCollect/ODK).
  • Dynamic Dashboard: Auto-generate FP indicators (e.g., CYPs).
  • Supplies of printers: Durable batteries, compatible, portable printers to the app 
Security & Compliance
  • Data encryption (at rest/transit).
  • GDPR/regional data privacy compliance.
  • Role-based access controls.

Required Skills or Experience

Vendor Qualifications
Mandatory Expertise:
  • ≥5 years developing CRM systems for health/logistics sectors.
  • Proven experience in:
  1. Offline-first mobile apps.
  2. SAP/DHIS2 integrations.
  3. Geospatial tagging.
  • Team lead with advanced degree in Software Engineering.

How To Apply

Submission Requirements
  1. Company profile + 2 client references.
  2. CVs of key team members (max 3 pages each).
  3. Work plan/timeline (max 4 pages).
  4. Financial Proposal (separate sealed envelope):
  • Itemized costs (development, hardware, training).
  • Tax clearance certificate & company registration.
Legal Safeguards for DKT AWA
Intellectual Property (IP):
  • All code, designs, and deliverables are solely owned by DKT AWA.
Data Sovereignty:
  • Vendor must not store/process DKT data outside Ghana/Liberia/Sierra Leone.
Confidentiality:
  • Sign NDAs covering all project information.
  • Penalties & Exit Clauses:
  • Liquidated damages for missed deadlines (e.g., 0.5% of contract value/day).
  • Source-code escrow if vendor bankrupts/fails deliverables.

Timeline & Payment Terms

Key Dates:
  • Proposal Deadline: August 16, 2025
  • Project Start: September 1, 2025
  • System Go-Live: ≤6 months from start

Payment Milestones:

Stage

Amount

Trigger

Contract Signing

30%

Approved work plan/system design

UAT Completion

50%

Fully functional system + staff training

Post-Deployment (30 days)

20%

Resolution of all bugs + handover documentation

All payments subject to Ghana’s Income Tax Act (2015, Act 896).

Evaluation Criteria

Section

Weight

Focus Areas

Technical

70%

Experience (40%), System Approach (20%), Compliance (10%)

Financial

30%

Cost reasonableness (10%), Tax/registration docs (20%)

*Minimum 55/70 technical points required for financial review.*


Abbreviations

  • CRMS: Customer Relationship Management System
  • CYP: Couple-Years of Protection (FP impact metric)
  • DHIS2: District Health Information Software
  • UAT: User Acceptance Testing
  • SDLC: System Development Life Cycle
Contact
Samora Michael Mensah (Procurement Manager)
Tel: 0302-772799 | Proposals to: procurementghana@dktawa.org  
 
*This TOR aligns with ISO 25010 software quality standards and UN Data Privacy Principles. Vendor assumes liability for data breaches/non-performance. *

 
Note

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