RFQ FY23 – 160 Excel Expert for Excel Spreadsheet Functionality and Aesthetics Improvement

Plan International Limited is inviting interested parties to submit proposals for the above opportunity.

Please use reference “RFQ FY23 – 160 Excel Expert for Excel Spreadsheet Functionality and Aesthetics Improvement” in all communications.

Responses should be submitted no later than 23:59 GMT, 10th April 2023.

Women-owned business and companies actively engaged or advancing gender equality and women empowerment in the workplace are especially encouraged to apply.

For the full Terms of Reference, please see below;

Background Information on Plan International

Plan International is an independent development and humanitarian organisation that advances children’s rights and equality for girls.

We believe in the power and potential of every child. But this is often suppressed by poverty, violence, exclusion and discrimination. And it’s girls who are most affected. Working together with children, young people, our supporters and partners, we strive for a just world, tackling the root causes of the challenges facing girls and all vulnerable children.

We support children’s rights from birth until they reach adulthood. And we enable children to prepare for – and respond to – crises and adversity. We drive changes in practice and policy at local, national and global levels using our reach, experience and knowledge.

We have been building powerful partnerships for children for over 85 years, and are now active in more than 75 countries.

Read more about Plan International’s Global Strategy: Girls Standing Strong at https://plan-international.org/strategy

1. Requirements

Plan international is seeking to contract an excel expert, or excel VBA programmer, to support with the improvement of an excel spreadsheet that will used as a planning and monitoring tool by project managers in the countries of operations.

The tool is already developed but needs some ad hoc twicking to improve esthetics and functionalities. The spreadsheet contains 18 tabs in total but majority of work is needed on 3 sheets, 7 sheets needs only minor setting (name and date only), no work is needed on the remaining 8 sheets.

Requirements (to be met in full):

• Write complex formulas to automate and auto populate data in some cells in linked sheets
• Write formulas to connect several sheets
• Improve aesthetics of tool
• If possible improve usability and efficiency of tool using auto features of Excel

Additional Tasks:

• Testing
• Make adjustemtens according to feedback

2. List of documents to be submitted with the RFQ

Expected Timeline

Description

Dates

Attend requirements definition meeting: Between 13-14 April

Work and Plan feedback: Between 15-19 April

Final document delivered: 21/04/2023

RFQ must be inclusive of the following documents:

Document

Supplier Questionnaire

All suppliers should complete this form unless they have already completed a similar form within the last three years.

Form: Annex (2) –page 2 only- All companies to complete. Individuals need only complete applicable areas, the areas that are not applicable mark as N/A

Plan International Non-Staff Code of Conduct. It is mandatory for all supplier to agree to this policy.

Form: Annex (3)

Detailed proposal in response to the ToR including proposed scope, methodology and timelines

Company profile / Team Structure

Detailed Financial proposal, including rates, expenses etc.

Examples of previous work

Contact details of three Referees. (Referees may only be contacted in the final stages of the process and only with your permission)

Form: Type of contract, period of performance, company name, contact name, telephone number, e-mail

3. Submission of offers

Applicants should submit an application package by 10th April 2023. The offer must be sent via email to [email protected] with the subject line ‘RFQ – FY23 – 160 Excel expert for Excel spreadsheet functionality and aesthetics improvement’.

4. Evaluation of offers

Shortlisted suppliers may be invited to discuss their proposals in more detail at Plan’s discretion.

Plan International, at its sole discretion, will select the successful RFQ.

Plan international shall be free to:

• Accept the whole, or part only, of any submission
• Accept none of the proposals
• Republish this Request for Quotations

Plan International reserves the right to keep confidential the circumstances that have been considered for the selection of the offers.

Part of the evaluation process may include a presentation from the supplier and a site visit by Plan International staff, to offices.

Women-owned businesses and companies actively engaged or advancing gender equality and women empowerment in the workplace are especially encouraged to apply.

Value for money is very important to Plan International, as every additional £ saved is money that we can use on our humanitarian and development work throughout the world.

Plan Internationalmay award multiple contracts and all contracts will be non-exclusive.

5. Contract Payment terms

Please note that, if successful, Plan International’s standard terms of payment are 30 days after the end of the month of receipt of invoice, or after acceptance of the Goods/Services/Works, if later.

6. Plan International’s Ethical & Environmental Statement

The supplier should establish environmental standards and good practices that follow the principles of ISO 14001 Environmental Management Systems, and in particular to ensure compliance with environmental legislation

7. Clarifications

The onus is on the invited companies to ensure that its offer is complete and meets Plan International’s requirements. Failure to comply may lead to the offer being rejected. Please therefore ensure that you read this document carefully and answer fully all questions asked.

If you have any queries in relation to your submission, or to any requirements of this RFQ, please email:

[email protected]

Thank you for your proposal.

How to apply

Please use reference “RFQ FY23 – 160 Excel Expert for Excel Spreadsheet Functionality and Aesthetics Improvement” in all communications.

Responses should be submitted no later than 23:59 GMT, 10th April 2023.

For annexes and enquiries, please contact [email protected]