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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 Commercial Services
Salary: £52,000 per annum, with competitive benefits package, and potential for ‘on-target earnings’, linked to performance
Contract: Permanent
Reports to: CEO
Hours: Full time (40 hours per week including one hour lunch break each day)
Start date: As soon as possible after 1st September 2024 (start date flexible but organisational need is from September)
Location: Home-based (travel costs paid for meetings)
Job Description
Waterwise is looking for a Head of Commercial Services. This is a new permanent role on our Senior Leadership Team, reporting to the CEO and specifically designed to deliver against the next phase of Waterwise’s journey – increasing our reach and impact on water efficiency both within and beyond the water sector. You’ll be leading and broadening our commercial offer, helping us drive even greater impact in water efficiency, and the income to support it, across the UK. You’ll refine our proposition and pricing of existing services, seeking opportunities to cross-sell additional services to existing audiences, as well as broadening our reach, engaging with completely new audiences and developing and shaping new commercial services aligned to new customer needs. You will have strong experience at senior level in driving commercial impact for good, and everything this involves in terms of income, growth, commercial strategy and delivery, and risk management. You’ll be working closely with our Board, and reporting to the CEO and the Board on finance and risk.
For full job description, person specification and details, download the candidate pack.
About Us
Waterwise is the leading independent voice in the UK for using water wisely, for the benefit of people and the planet. Our vision is that water is used wisely every day, everywhere, by everyone. We are the UK’s conscience on water efficiency, on behalf of people and the planet, and are experts in water efficiency policy, regulation, research, behaviour and campaigns. We are a happy and growing team, and our staff survey reflects that the CEO’s number 1 priority is staff wellbeing – followed in second place of course by water efficiency, our mission.
Benefits
This is a home-working position with travel for meetings. Our competitive non-financial benefits package includes the Four Day Week – 80% of contracted hours for 100% of contracted pay (we don’t work on Fridays). Other benefits at Waterwise include homeworking; a positive, values-based environment and inclusive culture where it feels safe for employees to say ‘no’ on grounds of workload; death in service benefit at x2 of salary; paid chartered and professional memberships; individual and team training budgets; maternity leave and adoption leave beyond statutory; and sickness pay beyond statutory.
Our Values
At Waterwise, we’re committed to driving equity and preventing discrimination at work and in the work we do. We know that simply having a diverse workforce is not enough. We want to create an inclusive environment within Waterwise and in our work and events, where everyone can contribute their best and develop to their full potential. We celebrate and value how different everyone is, and we work hard to ensure everyone is treated with dignity and respect. This aligns with our ‘People’ value that we will prioritise staff wellbeing, and will be an inclusive, kind and positive team.
You can read our Equity, Diversity and Inclusion statement on our website.
We want to ensure that our recruitment process is inclusive of and accessible for everyone.If you are interested in applying for a role with us and think you may need some additionalsupport or reasonable adjustments made to any part of the recruitment process, please get in touch.
For this role we particularly encourage applications from candidates who are likely to be underrepresented in Waterwise’s workforce. These include people from the global majority, LGBTQI+ people, and men.
The client requests no contact from agencies or media sales.