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 Compile and submit a draft and then Approve and sign-off the invitation, programme (plan) for the provision of a final plan and forward to Fasset for handbook, slide presentation, full-day workshop on Office Etiquette for approval including as a minimum: assessment questions and answers and firms registered with Fasset of which a one-page article on the course. Breakdown of time allocated to each 97% are SMMEs in the following The 2012 Office Etiquette content is sectors: available on the Fasset website an Outline of the: Investment entities and trusts example of the suitable standard for this Invitation (draft) Administration of financial markets course. Use the below as guidance. Handbook (draft and final) Security dealings and activities Office Etiquette Material (February – Slide presentation (draft and final) Development corporations and March 2012) Self-assessment questions and organisations (PDF - 2.3 MB) answers (draft and final) Activities auxiliary to financial (PDF - 436KB) One-page article on the course (draft intermediation (PPT - 1.6MB) and final) Tax services (PDF - 240 KB) Asset portfolio management Methodology of planning, implementing (PDF - 114 MB) Company secretarial services and reporting for this event (ZIP - 3.67MB) Accounting, bookkeeping and The outline of the topics (over and Vet and approve methodology and auditing activities above the ones suggested in Section project plan Tax Consultancy 3.1 above) to be covered in the Activities of accountants and Vet and approve the CVs of the workshop must be specified in the auditors registered in terms of The speaker/trainers who will be presenting proposal response. Public Accountants and Auditors Act the course Activities of cost and management accountants Bookkeeping activities, including relevant data processing and tabulation activities
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
Office_Etiquette_RFQ_V1.docx