WWF-UK Request for Proposal for finance systems and finance related systems consultancy support

Concepts

• technical systems
• wwf
• woking
• wwf-uk request
• consultancy services
• computer support
• cost of uk operations
• wwf-uk
• wwf network
• related systems consultancy support

Location

Description

Please read the Request for Proposal document for full details. WWF is the world's leading independent conservation organisation and WWF-UK is one of the largest offices in the WWF Network with an annual budget of more than £90m per annum and more than 500 staff with the head office based at the Living Planet Centre in Woking. The organisation's income is generated across a diverse range of income streams including approximately 500,000 direct debit givers, legacies, corporate partnerships, philanthropic donors and public sector partnerships. The cost base can be broadly split between the cost of UK operations which mainly concerns staff and supplier costs and overseas operations which consist of grants to other WWF offices and other organisations. It is also worth noting that the organisation has grown quite significantly in the last 3 or 4 years and this has put a strain on the organisation's systems and process. Consequently, we are planning to review our existing finance and procurement systems. In addition, we are looking to investigate the introduction of a grant management system. At the same time, the implementation of a new CRM, Microsoft Dynamics, has recently commenced with the target of completing the implementation of a minimal viable product by December 2024. We are looking for support in considering the basis for a business case for change (including options, costs, timelines, resourcing and the optimum technology roadmap) and potentially to help carry out tendering for potential replacement technology partners.

CPV Codes

• 72220000 - Systems and technical consultancy services
• 72600000 - Computer support and consultancy services

Indicators

• Contract is suitable for SMEs.
• Contract is suitable for VCOs.

Other Information

Brief for Finance Systems Consultancy v3.docx WWF Supplier Terms - version 2 (Nov 22).pdf WWF-UK 3rd party expenses policy .pdf WWF-UK Supplier Code of Conduct (2020).docx Panda Purchasing Supplier User Guide.pdf