UNIVERSITY OF BRADFORD BID FOR RESOURCES

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Pamela Norris
8 years ago
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1 Finance Directorate - Business Case Pro-forma BID FOR RESOURCES This pro-forma must be used to support all bids for additional resource whether to extend or develop a new or existing business activity. This will include bids for additional staff and refurbishment/ new building work or equipment where the cost exceeds 25,000 Please note that the approval of funds to support new projects will need to be developed in line with the University s approved Project Management Methodology. The Strategic Planning Office is the lead office for the co-ordination of this activity. See: \\nwcommon\common\lss\common\exchange\projectmanagement for full guidance and documentation. Section A Outline of Proposal A1 NAME OF PROPOSAL: A2 DETAILS: Provide an outline of the proposal with supporting rationale. The proposal should be in line with the School Plan and should have been appraised against other possible options. In this section, you should give details of why this case is required, how it is to be funded, what are the benefits, e.g. increased student numbers. Describe how this project fits in with the School strategic and financial plans. What will be the result if this project is not undertaken?

This will include bids for additional staff and refurbishment/ new building work or equipment where the cost exceeds 25,000 Please note that the approval of funds to support new projects will need to

2 A3 FINANCIAL: Tick as appropriate Business Case Request Type For the approval of funds from the Planning Unit, including the use of cumulative surplus balances Request Type See column 1 Project Mandate attached (if not please state why not) To fully fund Activity To partially Fund Activity If for partial funding, is the balance of funding secured? Y/N For the approval of funds to be released from the Development Reserve (this will apply to additional funding for existing projects) TOTAL COST Section B Business Proposal B1 RESOURCE IMPLICATIONS [The narrative here should support the numerical analysis in the spreadsheet] Provide details of the expenditure required to fund the activity The timing and phasing of resource costs must be clearly identified, Business Cases will not be considered without the financial template.

Y/N For the approval of funds to be released from the Development Reserve (this will apply to additional funding for existing projects) TOTAL COST Section B Business Proposal B1 RESOURCE IMPLICATIONS

3 B2 INCOME OPPORTUNITIES [The narrative here should support the numerical analysis in the spreadsheet] Provide details of potential income streams arising from the proposal. The timing of the income flow(s) should be clearly identified. B3 IMPACT ON OTHER SCHOOLS/SERVICES Is this activity to be delivered wholly by your planning unit or jointly between you and others either Schools or central support functions? Identify any additional demands on or contributions required from other Planning Units, including Corporate Services (e.g. Learner Support, Estates). Have these contributions been discussed with the Heads of Planning Unit? Are any elements of this activity subject to external funding and therefore contractual arrangements with third parties?

B3 IMPACT ON OTHER SCHOOLS/SERVICES Is this activity to be delivered wholly by your planning unit or jointly between you and others either Schools or central support functions?

5 Section C Sensitivity Analysis and Exit Strategy C1 SENSITIVITY/RISK ANAYLSIS Please highlight the key risks in delivering this activity or funding this resource How does this activity align with your assessment of key risks at planning unit level in your risk register? C2 CONTINGENCY PLANS/EXIT STRATEGY Provide details of your contingency plans/exit strategy should the risks identified at section C1 above materialise. This may involve phasing of staff appointments, fixed term posts, alternative sources of funding etc, designed to minimise losses. With respect to the resource being requested clearly identify how your Planning Unit would cover any outstanding costs.

C2 CONTINGENCY PLANS/EXIT STRATEGY Provide details of your contingency plans/exit strategy should the risks identified at section C1 above materialise.

6 Section D Authorisation D1 BUSINESS CASE PREPARED BY: NAME: POSITION: DATE: UNIVERSITY OF BRADFORD D2 HEAD OF PLANNING UNIT Signed... D3 FINANCIAL ANALYSIS CONFIRMED BY: Management Accountant:... Date: Director of Finance: Date: Deputy Vice-Chancellor:...Date: FORMS for the bidding process should be submitted to the relevant Management Accounting contact in the Finance Directorate. Cases will be reviewed initially by the Director of Finance before approval by the Deputy Vice-Chancellor TSB 27/08/03 Updated (1): 27/07/04 Updated (2): 15/12/05 Updated SD (3): 07/12/06 Updated SG(4): 01/06/07 Updated NA (5): 16/01/13

..Date: FORMS for the bidding process should be submitted to the relevant Management Accounting contact in the Finance Directorate.

Guidelines for LPC Meeting

Guidelines for LPC Meeting (For distribution at start of LPC Meeting) 1. Responsibilities of LPC members LPC members must have read and understood their responsibilities as set out in the Academic Promotions Policy and Procedures