Tender

Zero Based Budgeting

UNIVERSITY OF EXETER

This public procurement record has 1 release in its history.

Tender

27 May 2021 at 14:03

Tender Notice
Summary of the contracting process

The University of Exeter is currently seeking an external consultant to assist with implementing a Zero Based Budgeting (ZBB) model. This tender process is classified under the industry category of services, specifically focusing on accounting systems and software development services. The procurement method is an open procedure, with the tender period ending on 28 June 2021. The contract is expected to commence on 6 August 2021 and will last until 5 August 2023. The location for the contract delivery will be in the South West region of the United Kingdom, at the University’s campus in Exeter.

This tender presents significant opportunities for businesses specialising in financial consulting, software development, and training services. Companies with expertise in accounting systems and a track record of implementing ZBB frameworks would be particularly well-suited to compete for this contract. The successful consultant will not only contribute to refining the University’s budgeting process but will also have the chance to provide valuable knowledge transfer and upskilling sessions for the University’s finance staff, enhancing their capabilities for future budgeting cycles.

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Notice Information

Notice Title

Zero Based Budgeting

Notice Description

The University of Exeter is looking to appoint an external consultant to work in partnership to operate ZBB, to review existing budgets, identify efficiencies and savings whilst improving our future planning process and upskilling University staff. The below are the required deliverables we expect the consultant to deliver: 1 - Scope, design, build and develop a digital model and guiding principles and approach to successfully roll out / implement a tried and tested ZBB model. The model will need to be compatible (excel format or similar) to ensure smooth integration with our existing finance application. 2 - Develop a project plan to successfully roll out / implement the ZBB model and have it reflected in the budget by 31/03/22 and outline a plan for ongoing use (i.e. what does a typical budget cycle look like for finance staff deploying the ZBB model) 3 - Work as a critical friend to Identify and propose process efficiencies and saving opportunities whilst prioritising and categorising activities and savings 4 - Deliver specialised knowledge transfer and upskilling sessions to Finance Services colleagues (what they need to do what they need to watch out for) to enable them to confidently build ZBB, how to operate, manage through the budget cycle and sustain the annual ZBB model (new build and sustain thereafter) 5 - Deliver knowledge transfer and upskilling sessions to Finance Services colleagues to enable them to clarify the Budget holder responsibilities for the ZBB model 6 - Develop material and help support stakeholder sessions to promote a vision of success to move to ZBB, initially and on an ongoing basis to ensure buy-in, a positive and successful experience. 7 - Propose Report formats to help define spending needs within each business unit to justify the funds allocated each year to feed into the ZBB model - do these differ at month-end forecasting, year-end activities? 8 - Outline resources and skills required to build into an operating model

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/9ec38b9e-1edc-4e98-aae4-1daceed075e1
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

79 - Business services: law, marketing, consulting, recruitment, printing and security

CPV Codes

48444000 - Accounting system

72212440 - Financial analysis and accounting software development services

72212443 - Accounting software development services

79200000 - Accounting, auditing and fiscal services

79210000 - Accounting and auditing services

79211000 - Accounting services

79212500 - Accounting review services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
27 May 20214 years ago
Submission Deadline
28 Jun 2021Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
5 Aug 2021 - 5 Aug 2023 1-2 years
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
UNIVERSITY OF EXETER
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
EXETER
Postcode
EX4 4QH
Post Town
Exeter
Country
England
Major Region (ITL 1)
TLK South West (England)
Basic Region (ITL 2)
TLK4 Devon
Small Region (ITL 3)
TLK43 Devon CC
Delivery Location
TLK South West (England)
Local Authority
Exeter
Electoral Ward
Duryard and St James
Westminster Constituency
Exeter

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts. 

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