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 sub-topic. Outline of the: Invitation Handbook (draft and final) Slide presentation (draft and final) Self-assessment questions and answers (draft and final) One-page article on the course and final) Methodology of planning, implementing and reporting for this event The outline of the topics (over and 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 links 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
with techniques for small and large class management. Present the workshop 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 Under 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 not pay for any speaker fees related to any cancelled sessions. Fasset is not responsible speaker 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 to the venue. Securing and paying the venue and catering. Providing a flipchart and flipchart markers. Accommodation outside of the province in 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 close workshops where applicable.
4.3 Ownership and copyright for all materials produced for the course. Develop training materials with full understanding that these will be made available in the public domain given that Fasset is a publicity entity. To post the material in the public domain and to present the material to the sector with the Fasset logo and a disclaimer concerning the of the speaker and the content of the material.
Limpopo 21-Feb-12 Tzaneen Tzaneen Conference Centre Mpumalanga 14-Feb-12 Witbank/eMalahleni Protea Highveld 24-Feb-12 Nelspruit/Mbombela Mercure Western Cape 10-Feb-12 Cape Town South Premier Hotel Cape Manor 15-Feb-12 Cape Town South Premier Hotel Cape Manor 15-Feb-12 Stellenbosch Protea Hotel Stellenbosch 16-Feb-12 Cape Town North Ruslamere Conference Centre (venue to be confirmed) 16-Feb-12 Stellenbosch Protea Hotel Stellenbosch 23-Feb-12 Cape Town South Premier Cape Manor 24-Feb-12 Stellenbosch Protea Hotel Stellenbosch 28-Feb-12 Cape Town South Premier Cape Manor 29-Feb-12 Cape Town Ruslamere Conference Centre (venue to be confirmed) 29-Feb-12 George Tramonto Northern Cape 23-Feb-12 De Aar Schreiner House (venue to be confirmed) 21-Feb-12 Springbok Country Hotel North West 09-Feb-12 Potchefstroom Willows Garden Hotel Other (Please specify preferred town if not included above)
ALL BIDDERS MUST TAKE NOTE OF THE EVALUATION PROCESS THAT WILL BE FOLLOWED EVALUATION PROCESS COMPLIANCE WITH MINIMUM REQUIREMENTS All bids duly lodged as specified in the Request for Bid will be examined to determine compliance with bidding requirements and conditions. Bids with obvious deviations from the requirements/conditions, will be eliminated from further consideration. DETERMINATION OF SCORE FOR FUNCTIONALITY The evaluation criteria and weights for functionality as indicated in the table below, will apply. CRITERIA MAXIMUM TO BE AWARDED Functionality 100 Experience of prospective contractor 15 Experience in arranging workshops, course developers and speakers 5 Ability to deliver training nationally in approximately 27 venues over a period of 4 weeks 10 Technical approach 20 Proposed project plan and approach to project management 5 Proposed course outline 5 Demonstrated capacity/ability to manage a project of this size 5 Contingency planning 5 Capability of staff to be used/ CV’s 65 Expertise in the content of the subject 10 Expertise in facilitation/training 15 CVs of speakers (incl. backup speakers) 40 Contactable references 10
Please note that part 10 should be no longer than 20 single-sided A4 pages in Arial 11 (font size). Part 11: Team details In this part that must be returned as part of the submission, bidders must provide details of the team named in the previous part. The bidders must provide a summary chart containing all the people to be used. Name Position in team Current position of experience Education Relevant specialist areas of knowledge demonstrating suitability for position SPECIAL CONDITIONS CONFIRMATION Yes No If no, indicate deviation For each team member must be: A complete curriculum confirming suitability for the position. A format is provided as a guideline only for the compilation of the CVs. Part 12: Experience in this field Bidders should provide in this part, and return as part the submission, at least the following information. Details of contracts for similar work within the last 5 Contact details of a maximum of 3 organisations for which work was done. Part 13: Samples Samples of work done are not required at this and will not be welcomed. Part 14: Pricing Schedule Any budget amount that may be indicated in this document shall be deemed to be a guide only and bidders are expected to submit a costing that is fair and reasonable.