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Schedule of Services: Statement of Work (SOW)
Consultancy Title: Microsoft Apps Developer for Travel Request Automation
Location(s) where the Services are to be performed: Remote
Contracting Manager: Director of Supply Chain and Operations
Dates: to start in May 2023, and expected to be developed, tested and live within 3 months
Role Classification: Depending on the nature of services this contract will require the consultant delivering these services to have undertaken Standard or Advanced pre contracting checks
Scope and Nature of Services
Relief International (RI) is a leading nonprofit organization working in 14 countries to relieve poverty, ensure well-being and advance dignity. We specialize in fragile settings, responding to natural disasters, humanitarian crises and chronic poverty.
RI is seeking proposals from Microsoft App developers to develop an automated Travel Request Form (Lot 1) and Expenses Claim Form (Lot 2) within RIs Microsoft environment. The Forms will need to be able to populate relevant budget code data from RIs finance management system (Oracle Netsuite), use RIs single sign on (SSO) and MS Identity Service (EntraID) and preferably be able to work offline (sync’ing when the user has internet connectivity). Based on the data collected in the forms RI also requires a dashboard of relevant data to be generated using PowerBI (Lot 3).
Developers should bid for both Lot 1 and Lot 2 separately. The fees for Lot 3 (PowerBI) will be agreed with the successful bidder on completion of the initial scope of work related to Lots 1 and 2 and as such no quote is required for Lot 3 in this submission..
RI is open to revising its requirements based on recommendations from a developer where this can improve the functioning of the forms.
RIs IT department will be part of the developer selection process, and will review and sign off on all deliverables prior to any payment.
Lot 1: Travel Request Automation Requirements
A Travel Request (TR) form is to be created in Microsoft (MS) Apps, with an approval workflow automated using MS Automate, and using MS Lists if needed. It will be run on RIs SharePoint, and accessed the RI Sharepoint MyApps page. It can also preferably be used offline, with the data synchronising when a user has internet access.
Any RI staff can access and create a TR and submit it for approval in the RI MS environment. The fields for the TR are defined in Annex 1. Note that Annex 1 is broadly based on the RI pdf Travel Request form (with some differences), which is available in Annex 5.
Once a TR is submitted for approval it obtains a system generated unique serial number and follows the approval process and subsequent actions as outlined in Annex 2.
Once a TR is approved a traveller receives an approved TR via email, with a link to a form they can save and/or print, which they use to book relevant travel.
Traveller draft and approved TRs will be available for a traveller to access at any time on a dashboard within the RI Microsoft environment that only shows those relevant to the Travellers RI email address.
Lot 2: Expenses Claim Form Automation Requirements
A form is to be created to support Expense Claims and Cash Advance Settlements, called the Expense Report Form (ERF).
The ERF is to be created in Microsoft (MS) Apps, with an approval workflow automated using MS Automate, and using MS Lists if needed. It will be run on RIs SharePoint, and accessed the RI Sharepoint MyApps page. It can also preferably be used offline, with the data synchronising when a user has internet access. Any RI user with access to RI SharePoint can complete and submit this form. Based on the data collected in the forms RI also requires a dashboard of relevant data to be generated using PowerBI (Lot 3)
Any RI staff can access and create an ERF and submit it for approval in the RI MS environment. The fields for the ERF are defined in Annex 3. Note that Annex 3 is broadly based on the RI Expenses Claim Form (with some differences), which is available in Annex 6.
The ERF must be able to link with an approved TR (lot 1) in such a way that once a user has opened a new ERF they can point the ERF to a particular TR which then auto-populates relevant fields into the ERF (see Annex 3)
Once an ERF is submitted for approval it obtains a system generated unique serial number and follows the approval process and resulting actions as outlined in Annex 4.
Once a TR is approved a traveller receives an approved TR via email, with a link to a form they can save and/or print, which they use to book relevant travel.
Consultant Profile and Submission Requirements
RI is seeking a developer who
- Has significant experience with developing such automations within customer Microsoft systems
- Is registered as a consultant and can provide formal invoices against which payment will be made within 30 days of satisfactory sign off of work by RI
Proposals must include
- The developers CV, showing relevant experience with MS Apps, MS Automate, MS Identity Services, MS Identity Service (EntraID), MS Lists and MS PowerBI, as well as experience with integrating data from other systems (e.g. Oracle Netsuite)
- A supporting letter with
- a fixed price cost for Lot 1 and Lot 2 separately, including any VAT
- your hourly or daily rate for any additional work related to Lot 3
- examples of similar work completed in the past 2 years
- a proposed timeline for the work, which must include
- at least 1 detailed scoping session with relevant RI staff to finalise the requirements
- at least 2 review cycles by RI staff to ensure the final product meets RIs needs.
RI Values.
Guided by the humanitarian principles of humanity, neutrality, impartiality, and independence, as well as “Do No Harm,” Relief International Values:
We value:
- Integrity
- Adaptability
- Collaboration
- Inclusivity
- Sustainability
How to apply.
To apply for this post, click on the “Apply” button in the job advert page.
- You will be asked to upload a CV and your proposal (timeframe and activities plan) to completing the consultancy.
- Your proposal should be no more than 2 pages long and explain and how your skills and experience make you a good fit.
Closing date. April 30, 2024
Relief International has a zero-tolerance policy for unlawful harassment, sexual exploitation and abuse. Relief International is committed to protecting our staff and the communities we work with from abuse and harm including sexual exploitation, sexual abuse and sexual harassment.
All team members are expected to abide by our Code of Conduct.
Recruitment to all roles in Relief International include a criminal records self-declaration, references and other pre-employment checks, which may include police and qualifications checks.
The client requests no contact from agencies or media sales.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Our system keeps your personal information hidden until the recruiter contacts you.
Would you like to be part of our fundraising team, supporting our exciting global strategy to make Leprosy and Lymphatic Filariasis diseases of little consequence?
If your answer is yes, then we want to hear from you. We are looking for an Institutional Trusts and Fundraising Manager to join our team. You will have the following knowledge and experience:
→ Extensive experience of working in statutory and/or trusts fundraising, including successfully applying for grants in excess of £50,00 to £100,000+
→ Demonstrable track record of high quality bid writing and production that meet funder requirements
→ Project management experience
→ Substantial experience interpreting and translating material into compelling content for successful proposals
→ Demonstrable strong project and account management abilities
→ Confident in the development of budgets to meet proposal requirements
→ Strong problem solving ability and confidence to bring in new ideas and drive them forward
→ Experience of writing and communicating for different mediums and channels and applying writing and branding requirements to reports and documents
→ Awareness and understanding of legislation and best practice, with good knowledge of the Chartered Institute of Fundraising and Fundraising Regulator, in relation to fundraising and data protection
This role will provide strategic oversight and direction for Lepra’s institutional fundraising function to deliver on the restricted and unrestricted income targets. Line managing and leading the Trusts and Foundations Fundraiser in the delivery of the trust fundraising target, and working with the programmes teams in the UK, India and Bangladesh to identify and develop applications to statutory sources and major trusts, leading on the development of detailed project proposals.
It is an exciting time to be coming joining Lepra. We have just completed developing our new multi-year global strategy to take us through to 2030, and to guide our work into the future; and we are using our Centenary year in 2024 as a springboard to launch us into our new strategic period. 2024 is very much a year for looking and planning ahead.
As well as the above knowledge and experience you will also have the following skills:
→ Proven negotiation and influencing skills and the ability to deal with people at all levels with tact and diplomacy
→ Excellent written and verbal communication and interpersonal skills, working in a cross-cultural environment
→ Confident public speaker
→ Flexible, and able to work and think rapidly while managing competing priorities
→ Able to show commitment to the values of Lepra
→ A creative and innovative approach
→ Well-organised, methodical approach, with excellent time management and forward planning skills
→ Collaborative team player, with the ability to bring together and motivate people from across the organisation to work towards proposal creation.
→ Ability to work under pressure to internal and external deadlines in the context of competitive procurements
→ Strong and effective communication skills coupled with excellent written English skills (bid writing, report writing, research and presentation)
→ Outstanding copy-writing and proof reading skills
→ Able to assimilate complex information and disseminate appropriately for different audiences
→ Ability to analyse and act on data
→ Strong planning, organisation, and time management skills and keen attention to detail
→ Ability to work on multiple tasks at the same time and to plan effectively to meet deadlines
→ Numerate
→ Competent research and IT skills including Microsoft applications and CRM databases
The salary for this position is £28,723 (FTE £35,904) – Manager Level, part time (28 hours – 4 days per week). We have fully embraced flexible working and the role can be either fully remote, hybrid or fully based at our Colchester offices. We offer a lot of flexibility in working practices and there is free reserved parking available. We also offer 26 days annual leave plus public holidays (pro-rated), pension, and support from an in-house well-being team.
Please refer to the full job description for further details on the role.
Please check your email inbox and spam/junk mail folder for any email correspondence for this vacancy.
If you require any reasonable considerations such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.
ABOUT BOND
Bond is the UK network for organisations working in international development. We unite and support a diverse network of over 400 civil society organisations to help eradicate global poverty, inequality and injustice. We strengthen and champion the sector to make international development more efficient and effective. We work to influence governments and policy-makers, develop the skills of people in the sector, share expertise, and build organisational capacity and partnerships.
MAIN PURPOSE OF THE JOB
The primary focus of this external-facing role is to ensure that Bond’s member organisations are deeply engaged across a wide-range of Bond services and activities.
Using an account management approach, you will thrive on seeking out, building and nurturing relationships with key job roles at every level within our member organisations, offering them regular support and advice on how to get the most out of their membership of Bond.
As the first point of contact for Bond members, you will deliver outstanding customer service with a warm, helpful, and confident demeanour, lead meetings with members to understand their needs and identify engagement opportunities, and introduce members to Bond colleagues when appropriate. A firm grasp of the Member Value Proposition is essential, as is the ability to confidently and enthusiastically speak to all aspects of it when interacting with members.
Working alongside the membership and marketing manager, you will help to develop and implement strategies to retain existing members, using data (in Salesforce, our CRM) to inform and tailor our approach including identifying members with low activity or gaps in engagement. You will gather feedback and intel from members through surveys and other mechanisms so that we better understand how and why they value Bond and to identify potential new initiatives and services they may find useful. One of your responsibilities is member renewals (which is integrated with Salesforce), in which you will work with the Salesforce Adviser to ensure that the process is optimised and efficient. You will also regularly compose member emails and newsletters and contribute to Bond reporting and Board papers.
While the role sits in the Communications and Member Services team, it is integral across the organisation. You will regularly meet and collaborate with colleagues across our policy and advocacy, sector transformation and senior leadership teams to possess a thorough understanding their work and the value-add it provides to members. Likewise, your deep comprehension of what members need from Bond will input into Bond’s strategy and membership offer.
MAIN RESPONSIBILITIES
Member engagement and account management
- Create and implement effective strategies to engage members and keep them involved and interested in Bond’s activities and initiatives.
- Build and nurture relationships with key member audiences to better understand their needs and requirements of Bond and clearly articulate the member value proposition.
- Regularly meet members (predominantly online, but also in person) to discuss their membership and engagement opportunities.
- Ensure the contact data we hold on key member contacts is accurate.
- Coordinate the member renewals process including the communications schedule, automated reminders, reviewing fees and raising invoices.
- Work alongside the membership and marketing manager, Director of CMT and colleagues to develop and implement the member retention strategy, audience profiling work and Member Value Proposition.
- Provide regular communications and updates to member contacts using the Campaign Monitor email marketing tool.
- Contribute ideas to the improvement and development of the membership structures and systems.
- Be the first point of contact for membership queries.
Data analysis and insights
- Monitor, analyse and report on membership activity held in our CRM (Salesforce).
- Use data to understand trends and inform member engagement and service delivery.
- Work with colleagues to ensure that engagement information is logged in our CRM in an accurate and timely manner.
- Support the creation and analysis of member insight surveys.
- Work with team members to ensure that data is held in accordance with Bond’s data protection policy.
PERSON SPECIFICATION
Essential
- Demonstrable experience in a membership focused role within a membership organisation or network.
- An innate tendency and proven track record in establishing and nurturing relationships with contacts at all levels within an organisation.
- Ability to think creatively in devising strategies to engage with diverse stakeholders.
- Experience of organising and leading meetings with stakeholders.
- Experience of using data to gain customer/stakeholder insight and inform strategic decision-making.
- Excellent written and verbal communication skills, showing a high level of competence when interacting and communicating with different audiences.
- High IT and internet proficiency, including CRM systems and databases, MS Office, Word, Excel PowerPoint etc
- Ability to manage multiple tasks with competing deadlines across the team.
- Solutions-focused and problem solving “can do” attitude.
- An understanding of and commitment to the values and objectives of Bond.
Desirable
- Experience of processing membership renewals.
- Experience of using integrated CRM and e-marketing systems (ie, Campaign Monitor for Salesforce).
- Experience of sales and marketing.
BENEFITS
Bond offers a competitive salary and benefits package including:
- 27 Days Annual Leave + Bank Holidays, with additional staff privilege days, normally between Christmas and New Year
- 7% pension contributions (staff pay 3.5%)
- Flexible working hours (Hybrid working – 1 day, minimum in the office per month)
- Staff Development days
- Perk Box access
- Employee Assistance Programme
- WeCare (Health and wellbeing services, including access to 24/7 online GP services, second medical opinion, mental health support such as counselling, guidance from health professionals, burnout prevention, life event counselling, get fit programmes, nutritionist advice, etc. – for staff and immediate family)
- Interest-free season ticket loan
HOW TO APPLY
To apply submit your CV and cover letter outlining why you are the right candidate for this role by midnight on Friday 24th May 2024.
Please note that this advert may close early if a large number of applicants are received.
BOND AND EQUAL OPPORTUNITIES
Bond values diversity and works to advance equity and inclusion. All staff have a responsibility to ensure that they are being open, accepting and respectful to all that they come into contact with within their work at Bond, regardless their protected characteristics. Acting in accordance with the EDI policy, Bond staff must contribute to our inclusive organisational culture ensuring that they are aware of and respond appropriately to micro-aggressions, racism, sexism, LQBTQ+ misconduct and disability equity. Bond Staff must not be bystanders, and must report when they witness any unacceptable behaviour.
In order to assess and ensure the continued effectiveness of Bond’s Equal Opportunities Policy, all applicants are asked to complete a short questionnaire when applying. You are not obliged to answer the questions but the more information you supply the more effectively we can monitor our equal opportunity practices. Completion of all questions is voluntary and failure to answer any question(s) will not affect your application in any way.
The information you supply will be treated in confidence and will not be seen by any member of the selection panel responsible for the appointment. The questionnaire will be detached from your CV and cover letter, stored anonymously and used purely to provide statistics for monitoring purposes.
PRIVACY NOTICE FOR APPLICANTS
Our Privacy notice for applicants can be found by clicking "Apply via Website".
The client requests no contact from agencies or media sales.
Viva is an international charity whose vision is for all children to be safe, thriving and learning – living life in all its fullness. We do this by inspiring, supporting and connecting networks of churches and organisations – enabling them to make a bigger, better and longer-lasting impact in the lives of children.
As Viva’s Head of Impact, you will work closely with the Network Partnerships Team Leadership to lead the development of a new approach to Monitoring, Evaluation, Accountability and Learning, with the primary purpose of supporting partner networks to know their impact and share learning with each other. You will enable partner networks and Viva to build, measure and learn together, evaluating the effectiveness of programmes and methodologies, adapting them to ensure desired impact is reached and sharing learning with each other and with other development partners.
You will also work to ensure all programmes funded by Viva are accountable, well-monitored and contribute to our learning environment with clear opportunities to learn and adapt throughout the programme delivery and reporting processes.
Some of your responsibilities will include:
- Shared leadership: You will contribute to strategic decision making as part of the Network Partnerships Leadership Team and be part of shaping the vision and practice of Viva as an organisation from a Christian faith perspective.
- Viva MEAL framework: You will develop and manage a robust MEAL Framework for Viva
- Network health: You will work closely with the Network Partnerships Leadership Team to review Viva’s Network Health Check process and develop a system designed to support partner networks to build strong and sustainable networks
- Reviewing project delivery: You will work closely with Network Coaches to agree the most efficient outworking of the MEAL Framework with the Viva partner networks for projects where Viva has brokered funding.
- Evaluating Viva’s work: You will lead the process of evaluating Viva’s work, including but not limited to needs assessments, baseline survey, final evaluation, data quality audits, collecting monitoring data, network satisfaction surveys, and field supervision.
- Representing Viva: You will at different times and ways represent Viva externally, for example, through speaking in churches, prayer meetings, meeting with other Christian organisations.
This role will suit you if you:
- have at least a Bachelor’s degree in impact measurement or international development with a MEAL module, or a related field
- are experienced in working in Monitoring, Evaluation, Accountability and Learning-related functions or related field
- have experience in project management including grant management and reporting
- are to demonstrate an active Christian faith, with an understanding of the Christian faith and church culture to be able to effectively engage with partner networks and churches
- think creatively and have a growth mindset, willing to challenge established ways of doing things
- enjoy working with people of different nationalities and cultures
- are looking to join a welcoming, creative, supportive and international team
Due to the nature of some of the key responsibilities, there is an Occupational Requirement for the postholder to be a Christian (Schedule 9 to the Equality Act 2010).
This is a part-time role for Viva, based anywhere in the world where Viva can employ you. If based in the UK, the full-time salary range is £36,000 to £40,000 per annum (pro-rata), depending on experience. If you are based outside of the UK, the reward package will be adjusted to reflect the relevant local market and terms and conditions.
The role can be remote, hybrid or office-based where Viva has an office (Hong Kong, UK, Uganda). The post is subject to a satisfactory enhanced DBS check and registration with the DBS Update Service (or police check where possible outside the UK), paid for by Viva.
Take a look at the full job description and person specification in the information pack and, if this is you, then apply today to be part of this incredible work, making a real and lasting difference for children.
To apply, please submit your CV and a covering letter of no more than 2 pages explaining why you are applying for the role and how you are suitable for it. The person specification in the information pack will help you in this.
Please do let us know if you need any assistance or adjustments made as you apply for this role, and we would be happy to help.
Please make sure to specify which country you are based in – to be employed by Viva in that country, you will need the right to live and work there.
The closing date will be midnight (GMT) on Sunday 26 May 2024 and interviews will be held on zoom in the week commencing 10 June 2024.
The client requests no contact from agencies or media sales.