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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.
Head of IS and Data Management
These are exciting times for the Charity and we have an excellent opportunity for a proactive, flexible and professional individual with outstanding influencing and collaborative skills and a strong customer service ethic to join the busy IT Infrastructure and Operations team, as Head of IS and Data Management.
Position: 1625 Head of IS and Data Management
Location: Remote (expectancy to attend site in Sidmouth, Devon is currently 1 day every other month)
Hours: Full-time, 35 hours per week, 08.30-16.30, Monday-Friday
Salary: £67,652 per annum
Contract: Fixed term contract starting as soon as possible until 20 December 2024
Closing Date: 25th April 2024
The Role
As Head of IS and Data Management you will be responsible for implementing our IS and Data Strategy and driving efficiency using technology across Sanctuary. You will lead on the strategic development, management and operating of the IS systems and data infrastructure whilst managing and motivating the teams to deliver an efficient service across the Charity.
Responsibilities will include:
- Implementing and managing the IS and data strategy which drives the future direction and utilisation of technology within the charity to drive efficiencies and defining business relevant KPI’s to measure its benefits and success.
- Designing and implementing a new target operating model of the charity’s support requirements and implementing standard processes and standard protocols (e.g. ITIL), to improve ongoing controls, customer service, and build a culture of continuous improvement.
- Leading the certification of Cyber Essentials Plus accreditation and ensure ongoing compliance.
- Implementing standards and operating practices for data management, information lifecycle management and security (e.g. cyber essentials plus).
- Leading and continually improving the operational performance of the team to agreed service level agreements.
- Supporting the development of business cases, including presenting on behalf of the Executive Team to the board of Trustees.
- Supporting the Director of Information Systems and Data Management as necessary in championing the use of technology as an innovator and cost reduction enabler.
About You
Educated to degree level or equivalent qualification and/or relevant professional experience, you will have a comprehensive awareness of existing and developing technologies and how they can be applied to the business.
You will also:
- Be able to recognise business opportunities and experience of presenting a clear strategic vision of how technology can be applied to achieve success.
- Be able to demonstrate experience of, implementing and managing IT strategies and priorities.
- Have experience of managing n-tier architectures hosted in private and public cloud environments.
- Have a strong working knowledge of fundamental computing concepts to support trouble shooting, problem solving and critical thinking methodologies.
- Have proven management experience, including performance management.
About the Organisation
The charity is one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide, working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.
Benefits include:
- Competitive pension.
- Life assurance.
- 31 days holiday (including Bank holidays), rising to 34 with each full year of service.
- Wellbeing team.
- Recorded Pilates and Yoga classes.
- Long service awards.
- Healthshield plan
- Free Parking.
- Subsidised restaurant and shop.
“The Sanctuary is a positive place to work with friendly staff and a wonderful charity. With amazing work throughout the world, once you join you never want to leave!”
The organisation is a Disability Confident Employer and are committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.
You may also have experience in areas such as Head of IS, Head of IS and Data Management, Head of Data Management, Director of IS and Data Management, IS and Data Management Manager, IS and Data Management Director.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
We are looking for someone to help us promote the work of our diocese, which covers our churches in Edinburgh, the Lothians and the Borders.
You would
- promote the diocese internally and externally
- develop and maintain our digital channels
- support our churches' communications training needs
Do you have experience in:
- a communications, digital communications or marketing related role
- using Content Management Systems such as WordPress
- creating social media content in a professional capacity
- creating, sourcing and editing content such as copy, images and videos
You will need to:
- have excellent written and spoken English
- be able to foster effective working relationships
- have excellent organisational skills
We offer:
- a small and friendly team, working from an office near Haymarket
- a generous non-contributory pension
- support and development through our Annual Review process and training funds
The client requests no contact from agencies or media sales.