Background

The United Nations Development Program Global Shared Service Centre (UNDP-GSSC) officially commenced its operations at Cyberjaya, Malaysia, in January 2012. The UNDP-GSSC serves over 160 Country Offices, Regional Bureaus and Headquarters in support of the adoption of the International Public Sector Accounting Standards (IPSAS) namely in in the areas of asset management, expense management and revenue recognition.  Operated by approximately 50 locally recruited staff (majority of whom are certified accountants), as well as 12 international staff, the UNDP-GSSC provides business process standardization, timely and effective transactions and value added customer services which reduces the burden of IPSAS in the Country Offices.

Currently the UNDP–GSSC is undergoing an expansion plan that will provide further financial transactions and back office support to the Country Offices and Headquarters.  By the nature of their work, these staff would be using significant Microsoft Office tools, particularly Microsoft Excel and Microsoft SharePoint. As such they would need a comprehensive understanding as well as advanced skills in using these two software. As part of the IT upgrade infrastructure, all UNDP-GSSC staff members are equipped with Microsoft Office 2013 package.

Duties and Responsibilities

UNDP-GSSC is seeking for a trainer who is suitably qualified and knowledgeable in advanced Microsoft Excel and Microsoft SharePoint to provide the following services:

Microsoft Excel
Custom & Conditional Formats:

  • Creating a Custom Format;
  • Create a custom number format;
  • Conditional Formatting;
  • Creating Conditional Formatting;
  • Editing Conditional Formatting;
  • Adding Conditional Formatting;
  • Deleting Conditional Formatting from the Selected Range.

Working with Range Names

Using Advanced Formulas & Functions:

  • Using If Functions;
  • Using Nested If Functions;
  • Using Sum If Functions;
  • Using Count If Functions;
  • Using VLOOKUP Functions;
  • Using HLOOKUP Functions;

Managing Tables:

  • Creating Tables;
  • Naming the Table;
  • Changing the Table Style;
  • Creating a calculated column;
  • Using Filtering in Table;
  • Removing the Duplicate Record.

Using Auto Filter:

  • Sorting Data;
  • Using AutoFilter;
  • Creating a Custom AutoFilter;
  • Using Advanced Filter;
  • Using Database Functions.

Working with Charts:

  • Creating a Chart;
  • Formatting the Chart;
  • Adding Labels;
  • Changing the Chart Type, Data Source.

Working with Pivot Tables:

  • Creating Pivot Tables;
  • Adding Pivot Table Report Fields;
  • Refreshing Pivot Table Report;
  • Changing the summary function;
  • Creating report filter pages;
  • Creating Pivot Chart.

Using Shared Workbooks

Worksheet Protection:

Using Multiple Workbooks

Working with Macros:

  • Display the Developers Tab;
  • Changing Macro Security Settings;
  • Recording & Running a Macro.

Microsoft SharePoint
Finding Information:

  • Navigation;
  • Search (simple, advanced, people).

Understanding Search Results:

  • Promoted Results;
  • Refinements;
  • How search works.

Working with Lists:

  • Overview of Default Lists and List Templates;
  • Add, Modify, and Delete Content in SharePoint 2013 Lists;
  • Sort and Filter Content;
  • Tracking List Content;
  • Use Default and Custom Views;
  • Connect a List to Microsoft Outlook;
  • Starting Workflows.

Working with Libraries:

  • Introduction to document libraries;
  • Uploading, creating and deleting documents;
  • Working with folders;
  • Working with documents in a library;
  • Working with document properties;
  • Document Management Features.

Document IDs

Document Sets

The Content Organizer

Adding and Configuring App:

  • Using list and library apps;
  • Managing list & library properties;
  • Creating list templates;
  • Creating & managing columns;
  • Site columns;
  • Creating & managing views;
  • Managed metadata;
  • Configuring advanced list & library settings;
  • On premise apps;
  • SharePoint Marketplace apps.

Adding & Managing Workflows:

  • Introduction to workflows;
  • Workflow scenarios;
  • Creating workflows;
  • Configuring workflow settings;
  • Deploying workflows;
  • Creating workflows from MS Visio 2013.

Creating & Managing Content Types:

  • Introduction to content types;
  • Creating & managing site content types;
  • Content type settings;
  • Document Sets;
  • The Content Type Hub;
  • Deploying content types.

Document Lifecycle Management:

  • An introduction to governance;
  • Information management policy settings;
  • Disposition workflows;
  • The records center;
  • The content organizer.

Site Customisation:

  • Adding/Deleting Pages to your SharePoint Site;
  • Adding and Modifying Web Parts;
  • Look and Feel Settings/ Modifying Navigational Components;
  • Creating Site Templates.

As a result of this training UNDP-GSSC expects an improved Microsoft Excel and Microsoft SharePoint skills to enhance the productivity and efficiency of UNDP-GSSC.

Scope of Work:

Objectives
The objective of the training is for participants to:

  • Understand how they can apply advanced functions of Microsoft Excel to improve productivity, enhance spreadsheets with charts and formulas and streamline work;
  • Learn how to automate common tasks, apply advanced analysis techniques to more complex data sets, collaborate on worksheets with others and leverage on Excel’s advanced functionality to simplify daily work;
  • Be provided with all of the knowledge required in order for them to confidently create, manage and use all aspects of their Microsoft SharePoint sites;
  • Identify best practices and useful features of Microsoft Excel and Microsoft SharePoint that will be relevant to their daily work.

Performance Feedback:

  • Gather feedback from participants after the training delivery (via a Performance Feedback survey) to identify the effectiveness in meeting the training objectives;
  • Summarize Performance Feedback surveys for submission to UNDP-GSSC included within a Summary Report of the training and possible next steps.

Duration:
Between the period of July 2015 to September 2015;

  • A maximum of 2.5 days total training time (5 half-day sessions) for Microsoft Excel;
  • A maximum of 2.5 days total training time (5 half-day sessions) for Microsoft SharePoint.

Methodology Design:
Following the stages mentioned, the training facilitation could be modelled in the following ways:

Planning:

  • Prepare the course outline and logistics in agreement with UNDP-GSSC.

Activity:

  • Facilitation of all related training activities (hands-on approach).

Follow-up:

  • Provide a summary report of the training delivered and possible next steps including Performance Feedback from participants.

Deliverables & Timeline:

Expected deliverables for each stage are as follows:
Planning:

  • Course outline (including topics and schedule), resources needed and logistics for the activities.

Activity:

  • Summary training materials for participants (soft copy);
  • Facilitation of the training covering the topics in the TOR as indicated below: (Microsoft Excel: 5 half-day sessions (2.5 days) and Microsoft SharePoint: 5 half-day sessions (2.5 days);
  • Each session should be no longer than 3 hours; preferably from 9.30am – 12.30pm, once weekly;
  • Training to be delivered based on hands-on approach with relevant examples;
  • All training will take place at the UNDP-GSSC in Cyberjaya;
  • Training is to be conducted for an estimated number of 20-30 pax.

Follow up:

  • Preparation and submission of a Summary Report on the training including feedback and suggestions on possible next steps.

Payment:

  • Payment will be made in a net one-time lump sum amount at the end of the service, upon submission of the Performance Feedback and Summary Report to UNDP-GSSC.

Submission:

  • Interested individual consultants must submit the following documents/information to demonstrate their qualifications:  Personal CV, P11 Form :  (Please download P11 form at http://www.my.undp.org/content/dam/malaysia/docs/Procurement/P11_Personal_history_form%20-%20latest.docx)
  • Financial proposal:  based on the deliverables and terms of payment (please download http://www.my.undp.org/content/dam/malaysia/docs/Procurement/Financial%20Proposal%20Template.doc)

Evaluation Method:

  • Best value for money (combination of technical and financial proposals, ie 70%-30%).

Important note:

  • Please scan, save and upload all the documents into one PDF file when you are asked to upload your CV/resume on the application website.
  • For any clarification question, please email to procurement.my@undp.org and the reference number is MyIC_2015_019. The closing date for clarification is on  06/05/2015.

Competencies

Corporate Competencies:

  • Promotes the vision, mission and strategic goals of UNDP;
  • Demonstrates integrity by modeling the UN’s values and ethical standards;
  • Displays cultural, gender, religion, race, nationality and age sensitivity adaptability;
  • Treats all people fairly without favoritism;
  • Fulfills all obligations to gender sensitivity and zero tolerance for sexual harassment.

Functional Competencies:

  • Demonstrates strong oral and written communication skills;
  • Excellent interpersonal and cross-cultural skills and ability to convey messages clearly, succinctly and accurately;
  • Experience in designing and delivering trainings;
  • Builds strong relationships with clients, focuses on impact and results for the client and responds positively to feedback;
  • Knowledge and practical experience with UNDP and/or other international organizations is an asset.

Required Skills and Experience

Education:

  • At a minimum, third level qualifications (Degree) in a related field e.g. Business, Economics, Information Systems or relevant educational background.

Experience:

  • A track record of at least 5 years’ experience in software training or development;
  • Knowledge of UN systems and processes is highly desirable;
  • Experience with Microsoft Excel and Microsoft SharePoint;
  • Has regularly delivered similar type of training to other organisations or public.

Eligibility:

  • Candidates must be Malaysian Citizen or Resident (with valid work permit). People with disabilities and other rightly qualified people are encouraged to apply.

Language:

  • Fluency in English as training will be delivered in English Language.