Director Of Finance And Operations Jobs in London, Greater London
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This role will support the delivery of our Impact and Evaluation strategy. This area of our work helps us to understand the impact of our grantmaking and creates and evaluates internal and external datasets to improve our work. Our Impact and Evaluation portfolio includes commissioning and undertaking new research, supporting our aim to publish studies on issues that affect children and young people living in poverty.
We are a growing charity and our Impact and Evaluation department has a key role to play in the strategic and operational development of the charity as it grows. This role will support the delivery of that aim by working closely with the Impact and Evaluation Manager.
Responsibilities:
Data Collection: Assist with the collection and storage of research and survey data, including demographic data and outcomes indicators, employing quantitative and qualitative methods. Gather and engage with external open and government datasets.
Database Administration: Retrieve and analyse datasets from internal databases, responding to requests for data from the team. Update and enter data into key dashboards to monitor trends and issues.
Data Analysis: Assist with data analysis tasks, including cleaning and analysing quantitative data using software (e.g., Excel, PowerBI), as well as coding and analysing qualitative data using thematic analysis techniques.
Reporting and Presentations : Assist with the preparation of key reports, dashboards, and presentations summarising key findings, trends, and insights from impact and evaluation activities for fundraising purposes, including developing content for social media.
Evaluation Planning: Assist the implementation of evaluation plans for specific programs or initiatives. Contribute to planning large-scale projects, including the selection of appropriate evaluation methods, data collection tools, and evaluation frameworks.
Survey Administration: Assist with the design, administration, and analysis of surveys to gather feedback from grantees, staff, and other stakeholders. Monitor and act on grantee feedback, sharing relevant results with key staff.
Research Administration: Schedule and undertake interviews/focus groups, supported by the I&E Manager. Manage administrative activities such as contact with participants, transcription and coding.
Collaboration: Support the I&E Manager to collaborate with internal staff, research partners, and organisations in the sector to support evaluation activities.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Role: Head of Fundraising Planning
Location: London, Haig House, Hybrid 2 Days Per Week
Contract Type: Fixed Term: 12 Month Maternity Cover
Hours: Full Time, 35 Hours Per Week
Salary: £64,122 to £65,780 (Inclusive of London Supplement)
Do you want a role driving strategic, impactful change, leading an exciting and developing team to work across fundraising?
Right now, we are looking for a high performing senior fundraising leader to take on the role of Head of Fundraising Planning (maternity cover) at Royal British Legion. This senior role is an essential part of the fundraising leadership team, working to drive our strategic development and the implementation of some key projects across the department.
Leading a team of 7 with four managers, as Head of Fundraising Planning you will lead our approach to Customer Journeys, Case for Support, Portfolio Review, Innovation, Integrated Planning and Compliance.
It is an exciting time for fundraising at RBL. We are now one year into our Fundraising Strategy and have been evolving our ways of working and programme to drive growth. This role will help drive further change, championing supporter experience and bringing together organisational and sector insight.
The Royal British Legion holds a special place in the hearts and minds of generations of people in society. As the largest military charity in the UK and home of the Poppy Appeal it has provided support to members of the Armed Forces community for over 100 years.
Today is no different. The needs of veterans, young and old, serving personal and their families are growing. To support them we must raise awareness and donations, and that is where you could come in.
As Head of Fundraising Planning, you will help deliver significant income growth to enable RBL to support more veterans and their families. With exceptional communication skills, a commitment to a great supporter experience and a strong ability to influence and bring people onside, you will use your highly developed programme and project management skills to align multiple team demands to meet the strategic need.
We are home of the extraordinary Poppy Appeal and you will work alongside a dedicated fundraising team who help to bring to life this nationwide remembrance activity each year, which is the largest, longest and most memorable appeal in society.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
In your application and interview, demonstrate your empathy with the Legion's mission, strong strategic planning skills, proficiency in program management, and ability to identify and address risks effectively. Showcase your excellent communication, interpersonal, and leadership abilities, along with your track record of driving continuous improvement and delivering results.
Here at RBL, we aim to support our people and their wellbeing, with a package including generous paid holiday allowance and pension scheme contributions, and a range of optional benefits and discounts.
You will be contracted to our London Hub, Haig House. Under our Future Working framework, there will be some flexibility for working remotely/at home, using our collaboration tools to work with colleagues, but with a minimum expectation of two days/week connecting directly face-to-face with colleagues at the hub
For more detailed information about the role, please see our Vacancy Information Pack attached to our direct advert.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
Closing Date: 6th May 2024
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
Senior Advocacy Advisor - International Financial Institutions
Contract: Permanent, Full time
Location: The role can be based in the United Kingdom, London or United States, Washington, or other locations that can be considered subject to right-to-work eligibility in the respective country.
Salary & Benefits: Salaries and benefits for different countries will vary in line with the location of the successful candidate and depending on experience. See further details below:
- United Kingdom, Grade 3: £48,300 to £50,700 with excellent benefits
- United States: Grade D: Salary range, to be discussed with the successful candidate
About WaterAid:
Want to use your skills in influencing World Bank and IFIs to play a vital role in making clean water, decent toilets and good hygiene normal for everyone everywhere?
We need passionate, creative and dedicated people. In return, you will be encouraged and empowered to be yourself at your very best. Together, we will make a bigger difference.
Join WaterAid as our Senior Advocacy Advisor on International Financial Institutions to change normal for millions of people so they can unlock their potential, break free from poverty and change their lives for good.
About the Team:
The WaterAid International Affairs team The Global International Affairs team plays a leadership role across the WaterAid Federation to drive the design and delivery of WaterAid's major influencing with key donors, international and multilateral institutions to achieve SDG 6. The team's purpose is to convince influential political decisionmakers to prioritise water, sanitation and hygiene in their policy and funding agendas, and to create the conditions that enable everyone, everywhere to access WASH by 2030.
About the Role:
As our Senior Advocacy Advisor on International Financial Institutions you will increase and strengthen our advocacy and capacity to influence global development finance institutions, particularly the World Bank but also be informed on major developments in other IFIs, e.g. recent Paris Summit and Global Financing Pact. We want to ensure our engagement is systematic, impactful and builds up an increased evidence base for influence on the institution.
In this role, you will will employ a range of strategies to advocate for changes in the policies, standards and practices of the World Bank particularly as it relates to water sanitation and hygiene particularly in the context of the twin climate change and global health crises. This position will include a focus on the World Bank Group's Water Global Practice and the Global Water Security and Sanitation Partnership, as well as also support WaterAid Country Programme teams and partners to influence the World Bank's operations at the country level.
You'll also:
- Develop and implement advocacy strategies designed to influence the policies of the World Bank and other relevant IFIs on water sanitation & hygiene in line with WaterAid's globally agreed policy and campaign priorities, and in coordination with allies.
- Build a network of contacts and relationships, including relevant IFI/ World Bank staff and Executive Directors, gather information, and advocate with the Board and staff of the World Bank on particular country operations and key policy areas
- Build technical knowledge and understanding of the Bank's policies and practices in relation to the WASH sector, including the activities of the International Development Association (IDA) and how these relate to countries in which WaterAid has CPs
- Keep abreast of complex and fast changing political debates and monitor emerging trends internationally, across the Bank's key donor governments to inform WaterAid's political positioning, ensuring the organisation's advocacy is responsive and relevant;Actively participate in and contribute to the political influencing and campaign strategies for the Global Advocacy Priority campaigns on WASH & climate and on WASH & women's health.
- Engaging with the networks and coalitions for relevant IFI advocacy.
- Liaise with WaterAid Country Programmes, the Pan-Africa Programme, Federation Members to strengthen collaboration and further WaterAid's advocacy towards IFIs;
About You:
- Excellent understanding of the World Bank and other IFIs, including their policies, lending practices, mandates, ways of working, and how to influence them.
- Expert understanding of international aid and development finance as it relates to health, climate and inequalities.
- Demonstrated experience in effective advocacy and policy influencing, with strong skills and track record relationship building and networking for advocacy impact. (including institutions, teams, individuals)
- Strong interpersonal skills, and ability to work well and support international teams and country-based colleagues as well as working with international coalitions.
- Develop and implement advocacy strategies designed to influence the policies of the World Bank and other relevant IFIs on water sanitation & hygiene in line with WaterAid's globally agreed policy and campaign priorities, and in coordination with allies.
- Build a network of contacts and relationships, including relevant IFI/ World Bank staff and Executive Directors, gather information, and advocate with the Board and staff of the World Bank on particular country operations and key policy areas
- Work with the Pan-African advocacy lead and staff in key regions to leverage IFI relationships.
- Integrate a range of disciplines and innovative tactics to achieve political change and build momentum towards the achievement of SDG 6;
- Represent WaterAid at meetings/conferences, speak publicly and give media interviews.
Closing date: Applications will close at 23:59 on 15th May 2024. Availability for the interview is required from the week commencing 27th May 2024.
How to Apply: To see the full job pack, please click 'Apply'.
- Please apply by submitting your CV and a cover letter into one document in either Word Document or PDF format.
- Please indicate your location and the right to work eligibility in your Cover letter.
Pre-employment screening: To apply for this post, you must be able to demonstrate your eligibility to work in the respective country. All pre-employment checks will be carried out according to the applicable laws in the respective country. All our UK-based vacancies require a basic Disclosure and Barring Service (DBS) check to comply with our Safer Recruitment policy.
Our Commitment
Our People Promise:
We will work with passion and focus to ensure safe and sustainable water, toilets and hygiene are available to everyone, everywhere. WaterAid is a place of purpose - where people have a real commitment and shared responsibility for the impact we have. We are a global community with diverse backgrounds and perspectives, motivated by inspiring, stimulating work. We are determined to put the wellbeing of our people first, to be a place where people feel safe and able to contribute their voice and truly live our values.
Equal opportunities:
We are an equal opportunity, disability-confident employer and are dedicated to achieving the highest standards of diversity, equity and inclusion. We welcome applications from people of all backgrounds, beliefs, customs, traditions and ways of life. This includes, but is not limited to, race, gender, disability, age, sexual orientation, religion, national or social origin, health status, and economic or social situation.
Safeguarding:
We are also committed to protecting everyone we come into contact with. We have a zero-tolerance approach to abuse of power, privilege or trust across our global work, and any form of inappropriate behaviour, discrimination, abuse, bullying, harassment, or exploitation. Safeguarding the people and communities we work with, our staff, volunteers and anyone working on our behalf is our top priority, and we take our responsibilities extremely seriously.
Chief Executive Officer, Remote, 35 hrs Salary £90,097
GFS is a feminist organisation with a mission to empower girls and young women in England and Wales to live their best lives. Girls as young as 6 tell us that they cannot be themselves. This causes problems for them and society. So, we offer an early intervention service for girls living in areas of deprivation to have the greatest impact.
This is an exciting role with an opportunity to lead the charity into the 150th Year of delivery and with a new strategy to address need. It will involve working with the leadership team and all departments but also the board and their support committees, the ambassadors, and presidents as well as the wonderful team of volunteers across England and Wales.
A great deal has been done to prepare the organisation for such an important time and so now there is a real opportunity for this role to lead in being a figurehead for the charity and representing all that is achieved at GFS in national events and discussions, to best represent the girls of today.
Our new strategy is built around pillars of Impact, Brand and Sustainability with an ambition to grow in delivery as well as reputation. GFS is aware that the work done to listen to and amplify girls’ voices is important because they have so much to say about what needs to change and from a very young age. This role will be key to making this happen.
Equity, Diversity and inclusion is of strategic importance to GFS. We encourage applications from ethnically and racially minoritised, disabled and from LGBTQ+ people to build our best staff and volunteer teams and reflect the girls we serve.
This post is subject to a criminal record check with the Disclosure and Barring Service
Download the application pack and complete the application form in WORD and return by the closing date Friday 17th May.
Our mission is to support and inspire girls and young women. We create spaces where they feel safe and valued, building strong foundations.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
Governance and Team Coordinator, Global's Make Some Noise
Hours: Full-time (37.5 hrs/week). Would be open to 4 days a week. Hybrid, with 3 days per week in office (Leicester square)
Reports to: Head of Finance and Governance
Contract: Permanent
We are Global’s Make Some Noise
Global’s official charity, Global’s Make Some Noise, funds crucial grassroots projects across the UK with funding and development support, with the aim to make sure that nobody is left facing life’s toughest challenges alone. We raise funds and awareness of the biggest issues affecting society, harnessing the power and reach of over 26.6 million weekly listeners across Global’s radio brands including Capital, Heart, Classic FM, Smooth, LBC, Radio X, Capital XTRA and Gold. To date, we've raised over £35m for over 440 UK charities and supported over 200,000 lives in communities right across the UK.
With plans for innovative grant-making in 2024 and beyond, we empower small charities nationwide, led by a dedicated team of 20 individuals based in London's Leicester Square office.
Reporting of the role
This role reports to the Head of Finance and Governance
Guide Salary:
The salary for this role is : circa £25,000
Overview of job
Join us during this crucial phase of the charity's expansion as we enter a thrilling new chapter. This new position will be a critical role in the charity as we enter a new decade with an exciting opportunity to help shape our future growth. The role will work across the entire charity, and at every level of the organisation, providing an excellent opportunity to get involved across all aspects of our operations. The role will work closely with our Trustee Board and Charity Director, supporting with diary management, governance support, minute-taking and taking forward key actions.
Additionally, the role will support team members across the organisation, whether that’s answering supporter calls, helping find the best venue for charity filming or helping process those valuable and generous donations. The role will be supported to take on a broad remit of tasks, balancing time and priorities, and supporting the charity to maximise its impact with UK Communities.
3 best things about the job
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You’ll get to make a real and positive difference, supporting and being an integral part of a highly motivated team.
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Unique position, working across the entire charity and the opportunity to embed within a cutting edge, fast-paced media and entertainment business which has a voice across the UK.
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Every day is different so you will have the opportunity to learn a variety of skills and will work with people across our campaigns, finance and partnerships teams, along with senior leaders and Board members.
Measures of success:
In the first few months, you would have:
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Understood the organisation’s unique dynamic and its place within the wider Global environment.
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Built relationships with the Global’s Make Some Noise team and other key stakeholders.
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Embedded yourself within the team, busily organising diaries and keeping things ticking along smoothly.
Responsibilities of the role
Co-ordinator – 70%
Day-to-day support across the charity including, but not limited to:
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Providing personal assistant support to the Director of the charity
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Support wider team with meeting bookings, arranging travel, charity guests, booking rooms etc.
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Support internal communications, ensuring good information dissemination and management.
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Improve internal onboarding processes, hold ownership over key GMSN starter assets (e.g. Organigram, joiners handbook)
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Look after shared email inboxes, ensuring all queries have an appropriate response in a timely manner.
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Support the team with basic finance reporting and updating trackers, including setting up and maintenance of a variety of fundraising platforms.
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Posting out materials and prizes, and hold ownership over the organisation of stock and materials in the storeroom.
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Liaising with charity supporters via email, phone and at Global, including the support line.
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Provide cover to the Finance and Grants Assistant in periods of absence (training will be provided)
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Support with fundraising and events teams in busy periods.
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Complete any ad-hoc tasks, as required.
Governance – 30%
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Co-ordinate diary entries for quarterly Trustee and Finance Committee meetings, prepare Board packs, attend meetings, take minutes and ensure minutes are distributed in a timely fashion.
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Ensure all Trustees are stewarded, inducted and supported in their role with the charity.
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Support the Head of Finance and Governance with relevant Trustee checks and forms, ensuring compliance with Companies House and Charities Commission.
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Ensure collection of annual related parties records and ensure all documentation is filed electronically.
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Collate monthly quarterly Global Board updates, liaising closely with SMT.
What you will need
The ideal candidate will be proactive, efficient and capable of the following:
Essential Experience
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Strong A-Level results (or equivalent) and/ or relevant degree / or relevant experience
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A passion for working with charities.
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Great interpersonal and relationship-building skills
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Strong attention to detail and accuracy in your work
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Good time management and ability to work with tight deadlines.
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Excellent organisation skills with adaptability and ability to use your initiative.
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Experience in administration or other relevant work, such as taking minutes or working with a Board/senior team.
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A confident communicator, with experience of supporting senior stakeholders.
Desired
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Previous charity experience
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Strong knowledge of Microsoft Office applications
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Curiosity about and understanding of the commercial radio sector
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A passion to work in charity and transform lives
What you can expect from us:
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Respect for the individuality, uniqueness, and value of each person with whom we work.
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Personalised onboarding plan and support, IT, and other necessary work equipment, ensuring seamless integration into the MSN team.
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Enjoy the camaraderie of a team that is both enjoyable and goal-orientated, fostering a workplace with driven colleagues who are committed to a supportive work environment.
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The perks of a generous benefits package and commitment to your overall wellbeing and job satisfaction.
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A team committed to your personal and professional development, ensuring your growth and success in the MSN team.
Everyone is welcome at Global
Just like our media and entertainment platforms are for everyone, so are our workplaces. We know that we can’t possibly serve our diverse audiences without first nurturing and celebrating it in our people and that’s why we work hard to create an inclusive culture for everyone. We believe that diversity will set us apart, so no matter what you look like, where you come from or what your favourite radio station is, we want to hear from you.
Community Fundraising Manager
The Mencap Community and Events Team has an exciting opportunity for a dynamic, motivated and passionate fundraiser, dedicated to raising as much funds as possible to help make the UK the best place to live for people with a learning disability to join our team as Senior Community Fundraising Manager covering England and Wales.
Covering the England and Wales the Community Fundraising Manager will be responsible for managing various income streams across the Community portfolio working closely with the wider team.
Within this role, you will achieve agreed fundraising targets through effective management, support and cultivation of both existing and new regional supporters including: individuals, groups, associations, local corporates and schools whilst maximising the current portfolio of Mencap owned products. You will research, identify and develop new community fundraising opportunities, areas of potential support and build a robust pipeline for restricted grants and corporate partners.
The role is home based. There will be travel around the areas that the role covers.
This position is a permanent, full-time role to work 37.5 hours per week, Monday – Friday. The nature of community fundraising is that there will be evening and weekend work, for which time off in lieu will be given.
Key skills and requirements (essential):
· The ability to develop, implement and monitor strategic plans, present budgets and interpret financial information
· The ability to research, assess and initiate new opportunities within the context of an overall plan
· Able to recruit, develop and train, motivate and manage individuals and teams of Volunteers to give their very best
· Able to use interpersonal skills in order to engage effectively with others, understand what motivates them and respond appropriately
· Written communication skills and a high level of numeracy to be able to produce business plans, monthly reviews, press releases, letters, presentations and other similar documents
· Excellent verbal communication skills, to be able to deliver presentations and give local media interviews
· Able to work as part of a team, to see and understand the national picture and to contribute effectively to team plans and goals
· IT literate – use of word-processing, spreadsheets PowerPoint and databases
· Experience of working in community fundraising and delivering or exceeding income targets
Everyone wants a purposeful job - to do something really meaningful. Everything we do at Mencap keeps the people we support at the centre of what we do. With us, it’s never ‘just a job’. In return for your hard work and passion you can find real and meaningful work experience, access to some excellent benefits alongside our competitive pay.
We are proud to be a Disability Confident Leader and welcome applicants with disabilities to apply for all roles with us. To find out more about the scheme please visit the directgov website. At Mencap, we value a diverse and inclusive workplace and we intentionally plan for the success of our colleagues in everything we do. We welcome applications from everyone, so come as you are and join us. Together we are Mencap!
Benefits
Why join Mencap?
· 24 days annual leave plus bank holidays + a variety of benefits including pension and holiday buying options.
· Ongoing training and development opportunities to enhance your skills.
· A supportive and inclusive work environment where your contributions are valued.
Join us at Mencap and be part of a team that believes in equality, diversity, and inclusion. Together, we can create a brighter future for individuals with learning disabilities and empower them to break down any barriers they may face.
Mencap vision is for the UK to be the best place in the world for people with learning disabilities. If you're ready to embark on a rewarding career that truly makes a difference, apply now!
About Mencap
At Mencap we work in partnership with people with a learning disability. We do this by providing high quality, flexible services that support people, including young adults, to live as independently as possible in their own homes and in the community.
Everyone wants a purposeful job - to do something meaningful. At Mencap, we can give you that. You will have opportunities to develop as a person, colleague, leader and activist.
You’ll make new friends and feel inspired to reach your potential. We will ask a lot of you - but you’ll get back so much more. With us, it is never ‘just a job’.
In return for your hard work and passion, we can give you real meaning and purpose in your work.
The opportunity:
Battersea’s multiple award-winning Income Generation department raises around 60% of the Charity’s total income. Working with colleagues across the organisation, they provide members of the public and organisations with opportunities to engage with Battersea and to support our work. Within this department sits the Challenge and Public Events team who deliver challenge events, including charity places in the London Marathon and Royal Parks Half Marathon, and our multiple award-winning Muddy Dog Challenge series.
This team is looking for someone to join them as a Challenge and Public Events Assistant on a 6-month contract, to be the first point of contact for fundraising products, In-Celebration and community supporters, as well as our carol concert attendees, delivering exceptional supporter care and building long-lasting relationships. They will also provide administrative support to the Senior Challenge & Public Events Officers to deliver a portfolio of fundraising events and activities, as well as take the lead on small projects.
This will be a rewarding opportunity to play a role in giving the dogs and cats in our care a better life, and we are looking for someone who has experience of delivering outstanding supporter/customer care, is able to work collaboratively with colleagues from other teams, and has a full, valid UK driving license and is confident driving vans and other vehicles.
Please note that this role is a 6-month fixed term contract.
What we can offer you:
In return for your commitment to our cause and to recognise the value of our employees, Battersea offers a range of benefits to support the wellbeing of our employees. These include:
- 28 days of annual leave (plus 8 days paid public holidays) per year
- Discounted gym memberships and cycle to work schemes
- Employee Assistance Programme and access to Wellbeing Resources.
- Generous pension contributions – up to 10% employer contribution
- Free healthcare cash plan, where you can claim for a range of treatment including dental, optical, physiotherapy, chiropody and acupuncture every year.
- Annual interest-free season ticket loans
We are also committed to providing learning and development to our employees. During your time with us, we provide support for your professional and career development, including access to digital and in-person training programmes, leadership and management training, mentoring and much more.
Our hybrid working model:
We operate a 50% onsite hybrid working model, with our office-based staff splitting their time between site based and home working. This enables our office-based staff to balance the benefits of home working with onsite collaboration and maintaining a connection to our cause.
Diversity and inclusion:
At Battersea, we are committed to developing and supporting a diverse workforce and inclusive culture in all aspects of our organisation. We aim to ensure that this pledge, reinforced by our values, is embedded in our day-to-day working practices and our work together.
By hearing from and valuing different experiences, perspectives, and contributions, we know we can provide the best expert care for every dog and cat who needs us. We welcome and encourage applications from people of all backgrounds, particularly those from diverse ethnic communities and people with disabilities, who we know are currently underrepresented in our workforce.
As a Disability Confident Committed Employer we will ask about any adjustments you may need at application and/or interview stage, and if you are offered a role with us, we’ll talk to you about any workplace adjustments you may need to help you perform at your best.
More about us:
At Battersea, we aim to never turn away a dog or cat in need of help. We give each one lots of love, expert care and get to know their characters and quirks so we can find them a new home that’s just right for them. Join us and help us be here for every dog and cat, wherever they are, for as long as they need us.
Closing date: 12th May 2024
Interview date(s): w/c 20th May 2024
For full details, please download our recruitment pack.
To apply for the role, please click the button below. All applications must be submitted before the closing date advertised. We reserve the right to close the vacancy early if a high volume of applications is received.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
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.