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 A comprehensive training programme (plan) for the provision of a two day workshop on Project Management 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. Submit a minimum number of four CVs of the trainers who will be presenting the workshop (three main speakers are intended to facilitate the presentation, and the fourth speaker is intended to act as a Approve and sign-off the invitation, handbook, slide presentation, questions and answers and a one-page article on the course. The CPEL6: Project Management material is available on the Fasset website an example of the suitable standard for this course. Use the links below as guidance. (MS Word: 47 Kb) (Microsoft Word: 300 Kb) (Adobe PDF: 39 Kb) (Adobe PDF: 156 Kb) (Adobe PDF: 104 Kb) (Adobe PDF: 157 Kb) Vet and approve methodology and project plan. Vet and approve the CV/CVs of the speaker/trainers who will be presenting the course and backup speaker/s. topic. assessment
newsleer and on the Fasset website (this is intended to provide information to Fasset members who were unable to aend the training and to outline the frequently asked questions that emerged over the workshop). Amend the article as per feedback received from Fasset. 2.4 Invitation to the event which includes a short description on the service provider and short CV of the main speaker/s, and a course outline and the course content. Update and amend the invitation as per feedback received from Fasset. Submit to Fasset the invitation in line with the Fasset requirements. 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: No. 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 2800 to 3200 delegates, in total across different venues, are expected to be trained). Present the workshop using the latest acceptable technology e.g. PowerPoint Presentation via Notebook/Computer (with DVD and sound capability to be 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 guide to all delegates. Reproduction of the agenda, course evaluation etc.
closure of the event (delegates who have a negative speaker experience often prefer to not submit the evaluation form on which the true rating is delivered) Where Fasset (in conjunction with the above factors, believes the speaker is not suitable) Develop evaluation form, agenda, registers, invitation, host evaluation form, memorandum etc. Analyse the data gathered on evaluation forms. 4. General The feedback sessions covering the programme progress reporting, course evaluations, meetings, branding and copyright. Detailed outcomes and service levels required: No. Outcome Training Provider Responsibility Fasset Responsibility 4.1 Compliance, adherence and aendance at meetings. Aend 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 Schedule meetings and advise the training provider within a reasonable timeframe. Record minutes of the meetings and distribute to all relevant parties. Communication throughout the project will
Day 1 Time Period Description 08h00 – 08h30 Registration and tea 08h30 – 08h50 Fasset Update 08h50 – 10h30 Speaker Part 1 10h30 – 10h45 Tea Break 10h45 – 12h25 Speaker Part 2 12h25 – 13h15 Lunch Break 13h15 – 14h55 Speaker Part 3 14h55 – 15h00 Closure Day 2 Time Period Description 08h00 – 08h30 Registration and tea 08h30 – 10h30 Speaker Part 1 10h30 – 10h45 Tea Break 10h45 – 12h25 Speaker Part 2 12h25 – 13h15 Lunch Break 13h15 – 14h55 Speaker Part 3 14h55 – 15h00 Closure
3.2 Preference points shall be calculated after prices have been brought to a comparative basis taking into account all factors of non-firm prices and all unconditional discounts;. 3.3 Points scored must be rounded off to the nearest 2 decimal places. 3.4 In the event that two or more bids have scored equal total points, the successful bid must be the one scoring the highest number of preference points for B-BBEE. 3.5 However, when functionality is part of the evaluation process and two or more bids have scored equal points including equal preference points for B-BBEE, the successful bid must be the one scoring the highest score for functionality. 3.6 Should two or more bids be equal in all respects, the award shall be decided by the drawing of lots. 4. POINTS AWARDED FOR PRICE 4.1 THE 80/20 OR 90/10 PREFERENCE POINT SYSTEMS A maximum of 80 or 90 points is allocated for price on the following basis: 80/20 or 90/10 or Where Ps = Points scored for comparative price of bid under consideration Pt = Comparative price of bid under consideration Pmin = Comparative price of lowest acceptable bid Points awarded for B-BBEE Status Level of Contribution 5.1 In terms of Regulation 5 (2) and 6 (2) of the Preferential Procurement Regulations, preference points must be awarded to a bidder for attaining the B-BBEE status level of contribution in accordance with the table below: B-BBEE Status Level of Contributor Number of points (90/10 system) Number of points (80/20 system) 1 10 20 2 9 18 3 8 16 4 5 12 5 4 8 6 3 6 7 2 4 8 1 2 Non-compliant contributor 0 0 5.2 Bidders who qualify as EMEs in terms of the B-BBEE Act must submit a certificate issued by an Accounting Officer as contemplated in the CCA or a Verification Agency accredited by SANAS or a Registered Auditor. Registered auditors do not need to meet the prerequisite for IRBA’s approval for the purpose of conducting verification and issuing EMEs with B-BBEE Status Level Certificates.