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IFMIS Acquisition Principles Office of Technical Assistance U S Treasury Budget Team Recommendations

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IFMIS Acquisition Principles Office of Technical Assistance U S Treasury Budget Team Recommendations
IFMIS Acquisition

Principles

Office of Technical Assistance

U.S. Treasury

Budget Team Recommendations

Donna Lewis and Rich Bartholomew

Washington, DC, May 17 2007

General Rule: Go Slowly





Develop systems over a long time line,

based on user need and capacity

Go Slowly

 Stretch out the acquisition and

implementation schedule.

 New modules (functions) should be added

over a fairly long period of time.

 Pre-planning for a system may well take more

time than the actual implementation

Take Time to Assure Usefulness

IFMIS DEVELOPMENT Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8









Explore IFMIS options





Document current practices





Procurement of Design X



Design Phase



Procurement of

Implementation X



Train, Test, Implement





and phase in modules

Go Slowly

 Assure the integrity of data planned to go

into the system before it is implemented

 Assign a unit coordinator/advocate to

represent every organizational unit

affected. This will become a full time job.

 Thoroughly document the current

operating procedures prior to development

Beware of the Big Bang!





"Big Bang" approaches (many modules implemented in a

relatively short period of time) carry very high risks that

administrative procedures, staff training, etc. won't keep

up with the new system

Specific Principles



1. Assure full country ownership of all

installed software and systems

Specific Principles

2. Insist on "interoperability" of systems and

programming

 similarto the stipulation used by some states.

 require all vendors to supply systems and

modules that can work together

 demand that new or upgraded systems

accept word processing and spreadsheet

documents commonly used in a country for

budget preparation and reporting

Specific Principles

3. Separate design procurements from

implementation procurements

Specific Principles

4. Require stringent up front estimates of the

operational/maintenance costs (including

ongoing training and reprogramming)

which will be required after build out

Specific Principles

5. Include more regional and medium size

vendors, not just giant international firms

in the bidding process

Specific Principles

6. Do not accept forced changes in business

procedures primarily to accommodate new

software or "off the shelf" solutions.

 Do not fit the process to the system

 Fit the system to the process!


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