Provision of Various Legal Trainings - Office of

Returnable Documents:

2.1 The service providers are requested to provide quotations for the below specified trainings. 2.2 The service provider must provide the course content of the proposed trainings. TRAINING SPECIFICATIONS REQUIRED DURATION QUANTITY DESCRIPTION ACCREDITATION OF TRAINING The training should cover, but not be limited to, the following key areas: • The training must focus on the key provisions of the FAIS Act, specifically the General Code of Conduct and the Advice Process, e.g. duty of care, needs analysis, record-keeping, suitability, replacement advice, etc. • Application of Treating Customers Fairly (TCF) outcomes in complaints handling to test Legal and fairness. SAQA US IDRegulatory • Understanding the Pension Funds 17 252030 (or 3 daysKnowledge Act regarding the restrictions, Employees similar)Training material tax considerations, the annuitization rules, and the two- pots system. • Understanding of Long & Short- Term Insurance, together with Policyholder Protection Rules in relation to e.g., missed premium notifications, policy lapses, reinstatement, late notification of claims submission, communication to policyholders, including sending policy schedules, and change of underwriters. The training should cover, but not be limited to, the following key areas:Analytical SAQA US IDReasoning and 16 • The training must focus on the 119505 (or 2 daysSound Employees ability to identify legal and factual similar)Judgement issues and assess evidence and arguments from both sides using practical cases that the FAIS Ombud deals with on a daily basis. • Independent and critical analysis of information (document analysis) • Formulating an independent professional opinion • Supported by sound reasoning that forms the basis of the opinion The training should cover, but not be limited to, the following key areas: • The training must focus on opinion Decision Writing writing, which requires the ability to and write clear, concise, and well- SAQA US ID Communication 16 reasoned decisions that are legally 119459 (or 2 days (not legal Employees persuasive and accessible to a similar) document layperson. drafting) • This includes the ability to rephrase and paraphrase (and the ability to differentiate when to use the two) The training should cover, but not be limited to, the following key areas: • The training must aim at improving the ability to draft clear, precise, SAQA US ID Legal Drafting 4 and legally sound documents and 365188/365239 1 day Skills Employees focus on improving the ability to (or similar) structure contracts, agreements, and other legal texts to ensure accuracy and minimize ambiguity. 2.3 The service providers must adhere to the following requirements: • The trainings must be virtually. • The appointed service provider will be required to meet with the project managers to tailor-make a program that addresses the specific needs of the Office before the training is conducted. • A certificate of attendance must be provided for each training course. Quotation and completed SBD documents and latest BBBEE certificate must be emailed to supplychain@faisombud.co.za TERMS AND CONDITIONS: a) All goods or services purchased will be subject to FAIS OMBUD conditions, policies, and procedures. b) It is the responsibility of the bidder to ensure that the tax status on the National Treasury Supplier database is always compliant. The FAIS Ombud will not be doing business with bidders who have a non-compliant tax status. c) All purchases will be made through an official order form; therefore, no goods or services must be delivered or rendered before an official order has been received. d) Payments are effective within 30 days after receipt of the invoice. e) Successful bidder must be able to deliver the specified goods/services in full. No delivery will result in the cancellation of the purchase order. f) The appointed bidder is required to sign the SBD document truthfully. g) When a bidder responds to this request, accept FAIS Ombud’s condition and confirm that should he/she is successful, will be able to offer and deliver quality service/goods. h) Evaluation of quotation received will be based on 80/20 Preference points. NAME AND SURNAME OF BIDDER SIGNATURE OF BIDDER SBD4 BIDDER’S DISCLOSURE 1. PURPOSE OF THE FORM Any person (natural or juristic) may make an offer or offers in terms of this invitation to bid. In line with the principles of transparency, accountability, impartiality, and ethics as enshrined in the Constitution of the Republic of South Africa and further expressed in various pieces of legislation, it is required for the bidder to make this declaration in respect of the details required hereunder. Where a person/s are listed in the Register for Tender Defaulters and / or the List of Restricted Suppliers, that person will automatically be disqualified from the bid process. 2. Bidder’s declaration 2.1 Is the bidder, or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest in the enterprise, employed by the state? YES/NO 2.1.1 If so, furnish particulars of the names, individual identity numbers, and, if applicable, state employee numbers of sole proprietor/ directors / trustees / shareholders / members/ partners or any person having a controlling interest in the enterprise, in table below. Full Name Identity Number Name of State institution 1 the power, by one person or a group of persons holding the majority of the equity of an enterprise, alternatively, the person/s having the deciding vote or power to influence or to direct the course and decisions of the enterprise. 2.2 Do you, or any person connected with the bidder, have a relationship? with any person who is employed by the procuring institution? YES/NO 2.2.1 If so, furnish particulars: ................................................................................................ ................................................................................................ 2.3 Does the bidder or any of its directors / trustees / shareholders / members / partners or any person having a controlling interest in the enterprise have any interest in any other related enterprise whether or not they are bidding for this contract? YES/NO 2.3.1 If so, furnish particulars: ........................................................................................................ ........................................................................................................

No specific requirements found