1. Planning The submission of a final comprehensive overall training outline and programme. Detailed outcomes and service levels required: No. Outcome Training Provider Responsibility Fasset Responsibility 1.1 Submit a comprehensive training programme (plan) for the provision of a full-day workshop on Office Etiquette for firms registered with Fasset of which 97% are SMMEs in the following sectors: Investment entities and trusts Administration of financial markets Security dealings and activities Development corporations and organisations Activities auxiliary to financial intermediation Tax services Asset portfolio management Company secretarial services Accounting, bookkeeping and auditing activities Tax Consultancy Activities of accountants and auditors registered in terms of The Public Accountants and Auditors Act Activities of cost and management accountants Bookkeeping activities, including relevant data processing and tabulation activities Compile and submit a draft and then final plan and forward to Fasset for approval including as a minimum: Breakdown of time allocated to each Outline of the: Invitation (draft) Handbook (draft and final) Slide presentation (draft and final) Self-assessment questions and answers (draft and final) One-page article on the course (draft and final) Methodology of planning, implementing and reporting for this event The outline of the topics (over and above the ones suggested in Section 3.1 above) to be covered in the workshop must be specified in the proposal response. Approve and sign-off the invitation, handbook, slide presentation, questions and answers and a one-page article on the course. The 2012 Office Etiquette content is available on the Fasset website an example of the suitable standard for this course. Use the below as guidance. Office Etiquette Material (February – March 2012) (PDF - 2.3 MB) (PDF - 436KB) (PPT - 1.6MB) (PDF - 240 KB) (PDF - 114 MB) (ZIP - 3.67MB) Vet and approve methodology and project plan Vet and approve the CVs of the speaker/trainers who will be presenting the course assessment
information to Fasset members who were unable to attend the training and to outline the frequently asked questions that emerged over the workshop). 2.4 Invitation to the event which includes a short description on the service provider and short CV of the speakers, and a course outline and the course content. Develop and amend the invitation as per feedback received from Fasset. Submit to Fasset the invitation in line with the Fasset requirements. The invitation to the 2012 Office Etiquette 2010 Event is available on the Fasset website and contains the required standards for the Fasset invitation. Vet and approve invite and the amended invite (if applicable). 3. Course Deliverables The presentation of the course to Fasset members. Detailed outcomes and service levels required: Nr. Outcome Training Provider Responsibility Fasset Responsibility 3.1 Workshop to the Fasset members Present the workshop according to the approved host, venue and training schedule to the Fasset members who are attending (group size may vary, but approximately 2000 delegates, in total across different venues, are to be trained in class sizes of between 30 and 300, depending on demand). As class size may vary, trainers must be familiar Advertising and invitation costs. Registration of delegates at the event. Registration of delegates for the event via the Fasset online system. Reproduction and provision of training material in the form of a delegate to all delegates.
with techniques for small and large class management. Present the workshop using the latest acceptable technology e.g. PowerPoint Presentation via Notebook/Computer (with DVD and sound capability to be provided by speaker) and using a data projector (to be provided by Fasset). The trainers are expected to uphold the following criteria at the different workshops and venues: Presentability Language Proficiency Punctuality Professionalism no circumstances may the speaker share service level aspects with delegates. For example, drawing attention of delegates to Fasset minimum standards for speaker quality is prohibited. Fasset shall not pay for any speaker fees related to any cancelled sessions. Fasset is not responsible speaker costs relating to cancelled venues. Incidental costs incurred by the training provider such as telephone costs, laundry etc, are for the account of the training provider. Reproduction of the agenda, course evaluation etc … Provision of Fasset marketing material to delegates at the event. Courier of documents and course packs to the venue. Securing and paying the venue and catering. Providing a flipchart and flipchart markers. Accommodation outside of the province in which the Training Provider (all costs to be calculated ex-Gauteng) resides in i.e. any province other than Gauteng. Booking of travel (including flights and car hire) and accommodation ex Gauteng to be made by Fasset and paid for by Fasset. Provision of Fasset hosts (generally, there are instances where Fasset will host smaller venues) for medium and large venues (i.e. venues over 40). Fasset expects the service provider to attend to hosting and registration requirements for the smaller venues (i.e. between 14 and 40 delegates). Assign a Fasset representative (or DVD) to officially open and workshops where applicable.
Ensuring registers are completed by delegates on their arrival. Ensuring that late delegates sign the register. Ensuring the access to the is controlled and registered delegates are provided access, and the numbers of non-registered delegates are controlled. Ensuring that name labels are distributed. Ensuring that unregistered delegates complete a delegate registration form to enable Fasset to verify numbers and later report against delegate numbers. Ensuring the venue is set up properly and that the meal breaks, food and beverages ordered through the venue (including special meals) are provided to quality and on time. Collecting completed evaluation forms from delegates. Fax completed registers and registration forms for unregistered delegates through to a designated fax number if requested by Fasset. All costs to be calculated This will include the following: Hotel transfers and airport shuttles when not in Gauteng Car rental to and from the hotel/venue when not in Gauteng Parking fees at the airport in Gauteng are excluded and must be built into the out of town training fees. These aren’t reimbursable expenses. This excludes vehicles for personal use. Implement the Fasset policy with regard to accommodation All costs to be calculated This will include the following: Hotel/BB accommodation (normally in hotel such as Holiday Inn, City Lodge) This excludes costs incurred whilst staying at the accommodation e.g. Internet, telephone cost, laundry. Review speaker feedback from the evaluation to be received daily from the speaker. Provide formal feedback to the training provider and request the replacement of speakers not achieving 90% minimum good-excellent speaker rating on
Nr Outcome Training Provider Responsibility Fasset Responsibility 4.1 Compliance, adherence and attendance at meetings. Attend all meetings as reasonably scheduled by Fasset. Meetings will generally not exceed a ‘kick off’ meeting of between 1 and 2 hours and a possible close-out meeting of 1 to 2 hours. Communication throughout the project will occur via email, telephone and fax. A closure meeting, at the end of the event, may be requested by the Seta. Schedule meetings and advise the training provider within a reasonable time frame. Record minutes of the meetings and distribute to all relevant parties. Communication throughout the project will occur via email, telephone and fax. 4.2 Use of branding during the workshops and on supporting course material. Ensure that no training provider branding is visible on the course material or at the venues unless permission has been granted by the Seta. The Fasset template, or a non-specific, MS PowerPoint template is to be used. Ensure that no promotion of the training provider is undertaken during the workshops except during the introduction by Fasset where the CV of the provider will be read by the Fasset host or may be read by the training provider where no Fasset host is present. (A brief outline of the training company and the proposed speakers will be included in the Fasset invitation to this event) unless permission has been granted from the Seta. Monitor usage of branding during the course and on the course material. Ensure branding of workshops and training material represents Fasset only unless otherwise agreed. Provide training provider with Fasset templates.
PART 2 (TO BE FILLED IN BY THE PURCHASER) I ……………………………………………………..……………… in my capacity as ................................ accept your bid under reference number ……………………………………………. ............................... dated ……………………………………. for the rendering of services indicated hereunder and/or further specified in the annexures. An official order indicating service delivery instructions is forthcoming. I undertake to make payment for the services rendered in accordance with the terms and conditions of the contract within 30 (thirty) days after receipt of an invoice. DESCRIPTION OF SERVICE PRICE (ALL APPLICABLE TAXES INCL) COMPLETION DATE B-BBEE STATUS LEVEL OF CONTRIBUTION I confirm that I am duly authorised to sign this contract. SIGNED AT ON NAME (PRINT) SIGNATURE OFFICIAL STAMP WITNESSES 1 2 DATE: