CALL FOR PROPOSALS: 2017 IRMSA TRAINING

Transcription

1 CALL FOR PROPOSALS: 2017 IRMSA TRAINING FINAL DATE FOR TENDER SUBMISSIONS: WEDNESDAY, 30 NOVEMBER 2016

2 Contents Background Obligations of the Service Provider Obligations of the Company Topics which may be covered but not limited to include: Developing Training Material Implementation Evaluation Submission Checklist Fees Submission Method General... 13

3 Background The Institute of Risk Management South Africa (IRMSA) wishes to provide training to its members and other third parties ( the Learners ) in order to develop and enhance various risk management and work-related skills that they require to enable them to render improved services to their employers and/or clients. We therefore request the services of suitably qualified and experienced training providers to tender for the rendering of this service. The applicant needs to provide relevant and current training programmes which will help enhance the knowledge and skills of our members. Service Provider should be Members of The Institute of Risk Management South Africa. Service Provider should be suitably qualified and experienced in the subjects for which they apply. Service Provider should have a proven track record and provide proof thereof. Service Provider must meet and comply with the IRMSA Endorsement Policy Criteria. The applicant/facilitator to ensure that each IRMSA training covers the following areas: Business in context. Key theories or principles. Critical thinking. The IRMSA Guideline to Risk Management. Makes appropriate link(s) to the Board Exam curriculum. Application to workplace and practical examples. 1. Obligations of the Service Provider 1.1 render the Services timeously, professionally, with due skill and proper care, maintaining the highest professional standard at all times; 1.2 perform the Services at IRMSA s premises or other locations as agreed to between the Parties; 1.3 while on IRMSA s premises, comply with IRMSA s rules, regulations and requirements regarding its orderly and efficient functions and to such standard of health, safety and security measures as may reasonably be required by IRMSA; 1.4 accept only such other assignments as will not impede his ability or conflict with his obligation to render the Services within the specified time period; 1.5 refrain from taking (or omitting to take) any action which may prejudice or be adverse to the business interests of IRMSA; 1.6 be solely responsible for the administration of its own business affairs; 1.7 comply with all laws, by-laws and regulations, and to obtain whatever permits and licenses necessary to fulfill its obligations in terms hereof;

4 1.8 comply with all reasonable requests and instructions of IRMSA provided that such requests and/or instructions relate to or are incidental to the rendering of the Services. 1.9 Facilitators will be required to be members of IRMSA. Should your application be successful, the first year of membership will be complimentary but the facilitator will have to adhere to the membership rules and regulations including upholding the Code of Conduct rules. If the facilitator is already a member, they need to ensure that they are in good standing. 2. Obligations of IRMSA 2.1 provide the training facilities that will accommodate the number of Learners participating in the course and ensure that the training room is equipped with the necessary equipment and facilities required 2.2 ensure that the Service Provider has access to such training facilities and equipment as it may require for the purpose of rendering the Services 2.3 co-operate with the Service Provider as envisaged in this Agreement or in circumstances where the Service Provider so requests 3. Topics which may be covered but not limited to include: Introduction to Risk Management Governance of Risk Business Partnering Compliance Risk Appetite & Tolerance Managing Risk Management Risk Framework Change Management Risk Identification Business Continuity Management Risk Champions Advanced Compliance Risk Facilitation Risk Based Combined Assurance Risk Reporting Audit & Risk Committee Stakeholder Management Research & Analysis Risk Culture Project Risk Assessment Operational Risk Management Risk Information Management Fundamentals of Risk Management for Insurers

5 4. Developing Training Material In developing the training material, the Service Provider must ensure that the training material is customized to ensure that it meets IRMSA s requirements will achieve IRMSA s training objective identified through the needs analysis is relevant for IRMSA s purposes will address IRMSA s peculiar business, environment, industry and specific requirements of the Learners is structured to meet the needs of the Learners Intellectual Property of the training material will be shared with IRMSA and the service provider

6 5. Implementation The Service Provider must ensure that the Course Facilitators are knowledgeable, professional and are properly trained, qualified and experienced are present at the right place and time present the material in a manner that - links the course material to IRMSA s business - reinforces practical application by the Learners - is appropriate for the specific audience and - generally, achieves the training objectives of IRMSA The Service Provider to ensure that the Course Facilitators covers the following areas for each IRMSA training: Business in context. Key theories or principles. Critical thinking. The IRMSA Guideline to Risk Management. Makes appropriate link(s) to the Board Exam curriculum. Application to workplace and practical examples.

7 6. Evaluation Submission Checklist IRMSA TRAINING Training Provider Application Organisation / Individual Name Contact Name Phone Fax Address Website Are you an accredited YES course provider? If yes by which Institution. (Please provide proof) NO Name of Owner / Manager / Director / Head of Faculty Courses Names of Approved Trainers, Lecturers, Mentors, Tutors, Course Presenters Courses

8 SPECIFIC EVALUATION CRITERIA PER COURSE Please note that the criterion below applies to both accredited and non-accredited courses.

9 Details Evaluation Criteria Portfolio of Evidence What must be included Reviewed (Yes or No) Must be relevant to the needs of IRMSA members. Align with the IRMSA Code of Practice (COP), Occupational Qualifications (ORP & ORO) and relevant international standards and best practice frameworks Must develop Skills and Competencies as determined by the Risk Management Industry; Course (s) Must align with relevant international risk management standards Examples: ISO22301 COSO and best practice ISO31000 frameworks e.g. ISO COBIT , COSO, COBIT, ITIL, ISI22301 (adjusted from BS 25999). ITIL Basel III Etc. Proof of accreditation Organisational accreditation number, Unit with standard or qualifications ID (NQF), or A Sector Education University approval, or equivalent. Training Authority (SETA) Other relevant bodies e.g. CHE, QCTO, Umalusi

10 Details Evaluation Criteria Portfolio of Evidence What must be included Reviewed (Yes or No) Business in context. Key theories or principles. Critical thinking. The IRMSA Guideline to Risk Management. Makes appropriate link(s) to the Board Exam curriculum. Application to workplace and practical examples. Inception Date Type of Institution e.g. university, college, business school, public/private training Facilit Course Provider ator (s) provider, academy, or individual training provider Size and structure Relevant experience Proof of accreditation with A Sector Education Training Authority (SETA) Other relevant bodies e.g. CHE, QCTO, Umalusi Name (s) Qualifications Organisational accreditation number, Unit standard or qualifications ID (NQF), or University approval, or equivalent.

11 Details Evaluation Criteria Portfolio of Evidence What must be included Reviewed (Yes or No) Risk Experience: Area of Expertise (applicable) Number of Years (applicable) Course Overview Target Audience Course Outcomes Course Assessments (Accredited courses must include both formative and summative assessments. The learner assessment guide should Course material be submitted if applicable.) Course Duration Course Delivery Methodology Credits / Notional Hours (If applicable) Course Content: Relevance Completeness Alignment with NQF objectives Do you provide an evaluation after each training intervention (Please provide proof)

12 Details Evaluation Criteria Portfolio of Evidence What must be included Reviewed (Yes or No) A methodology for quality assurance of delivery is in place. Any other information which the applicant feels may be relevant for the purpose of this application. 7. Fees IRMSA, being a non-profit organisation, strives to provide a world class product at affordable rates for their members. We therefore work off a baseline rate which our vendors will be able to accommodate. Please advise what you charge per facilitator per day with an outline of what is included and excluded in your fee. 8. Submission Method All applications are to be addressed to the CEO, Ms Gillian le Cordeur and may be ed or posted or hand delivered to the Institute by the stipulated due date. training@irmsa.org.za Postal Address: PostNet Suite 616 Private Bag X45 Sunninghill, 2157 Physical Address: 144 Katherine Street Grayston Ridge Office Park Block A, First Floor Sandton, 2196

13 9. General IRMSA reserves the right to cancel scheduled training for whatever reason. Cancellations may be as a result of insufficient delegates registering for that course or if the initial training was not well received. Please note that the presenter fee will not be paid in this case. IRMSA will not be held liable for any costs incurred in connection with such costs. Date: Signed by: Place: FINAL DATE FOR TENDER SUBMISSIONS: WEDNESDAY, 30 November 2016