--- title: "Zero Based Budgeting" ocid: "ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69.json" source: "Contracts Finder" current_stage: "Tender" buyer: "UNIVERSITY OF EXETER" published: "2021-05-27" --- # Zero Based Budgeting Buyer: UNIVERSITY OF EXETER Current stage: Tender OCID: ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-f18f4825-d386-49b9-b9ce-bf9b594f3b69.json) ## Summary 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. ## Notice 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 ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/9ec38b9e-1edc-4e98-aae4-1daceed075e1 | | 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 | | All stages | Tender | ## Dates | Field | Value | | --- | --- | | Publication date | 27 May 2021 | | Submission deadline | 28 Jun 2021 | | Future notice date | Not specified | | Award date | Not specified | | Contract period | 5 Aug 2021 - 5 Aug 2023 | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Active | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | UNIVERSITY OF EXETER | | Locality | EXETER | | Post town | Exeter | | Postcode | EX4 4QH | | Country | England | | ITL 1 | TLK South West (England) | | ITL 2 | TLK4 Devon | | ITL 3 | TLK43 Devon CC | | Local authority | Exeter | | Electoral ward | Duryard and St James | | Westminster constituency | Exeter | | Delivery location | TLK South West (England) | ## CPV Codes ### 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 ### 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 ## Release History - 27 May 2021 at 14:03 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/9ec38b9e-1edc-4e98-aae4-1daceed075e1 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/9ec38b9e-1edc-4e98-aae4-1daceed075e1 27th May 2021 - Opportunity notice on Contracts Finder - https://uk.eu-supply.com/app/rfq/rwlentrance_s.asp?PID=38004&B=EXETER Additional data - https://uk.eu-supply.com/ctm/Company/CompanyInformation/Index/53042 User / Company ## Notice URLs - http://www.exeter.ac.uk ## Provenance This Markdown file is an alternate public rendering of the D3 Tenders contract record. 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