t · web viewcritical thinking. future skills requirements for risk managers. the irmsa guideline...

CALL FOR PROPOSALS: 2021

IRMSA TRAINING

FINAL DATE FOR TENDER SUBMISSIONS:Friday, 21 August 2020

ContentsBackground...........................................................................................................................3

1. Obligations of the Service Provider..............................................................................3

2. Obligations of the Company.........................................................................................4

3. Topics which may be covered but not limited to include:............................................4

4. Developing Training Material.......................................................................................5

5. Implementation............................................................................................................6

6. Evaluation Submission Checklist...................................................................................7

7. Fees............................................................................................................................ 11

8. Submission Method....................................................................................................11

9. General.......................................................................................................................12

Background

The Institute of Risk Management South Africa (IRMSA) wishes to source service providers who can conduct training to its members and other third parties. We therefore request and invite training providers who can render this service to apply.

The applicant should provide relevant and current training programmes which will help enhance and benefit the knowledge and skills of our risk management community.

The Criteria includes the following:

The Service Provider and the facilitators under the should be a Member of the Institute. The Service Provider should be suitably qualified and experienced in the subjects for which they

apply. The Service Provider should have a proven track record and provide proof thereof. The Service Provider must meet and comply with the IRMSA Endorsement Policy and application

Criteria. The service Provider should be amenable to making a presentation to the evaluation panel.

The applicant/facilitator to ensure that each IRMSA training covers the following areas:

Business in context. Key theories or principles. Critical thinking. Future skills requirements for risk managers. The IRMSA Guideline to Risk Management. Makes appropriate link(s) to the IRMSA Qualification 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 or produce content for eLearning

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;

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

1 provide suitably equipped training facilities that will accommodate the number of learners participating in the course or provide a digital platform as It pertains to digital learning

2 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

Futures thinking

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

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 particular business, environment, industry and specific requirements of the

Learners is structured to meet the needs of the Learners

In addition to the above: eLearning:

Is aligned to eLearning design principles (applicable for those providers proposing for eLearning) Intellectual Property of the training material will be shared with IRMSA and the service provider

5. Implementation

The Service Provider must ensure that the Course Facilitators –

are knowledgeable, professional and are properly trained, qualified and experienced present themselves at the training venue at least 30 minutes before the training commences present the material in a manner that –

- links the course material to IRMSA’s business- provide practical examples to enhance learner knowledge assimilation- present content that is appropriate for the audience and- achieve the training objectives of IRMSA

The Service Provider to ensure that the Course Facilitator 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 IRMSA Qualification curriculum. Application to workplace and practical examples.

6. Evaluation Submission ChecklistIRMSA TRAINING

Training Provider Application

Organisation /

Individual Name

Click here to enter text.

Contact Name Click here to enter text.

Phone Click here to enter text.

Fax Click here to enter text.

E-mail Click here to enter text.

Address Click here to enter text.

Website Click here to enter text.

Are you an accredited

course provider? If yes

by which Institution.

(Please provide proof)

YES☐ NO☐

Name of Owner / Manager / Director /

Head of FacultyCourses

Click here to enter text. Click here to enter text.


Names of Approved Trainers, Lecturers,

Mentors, Tutors, Course PresentersCourses





SPECIFIC EVALUATION CRITERIA PER COURSE Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.

Evaluation CriteriaPortfolio of Evidence – What must be

included

Reviewed

(Yes or

No)

Cour

se (s

)

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

Click here to enter text. YES☐NO☐

Must develop Skills and

Competencies as

determined by the Risk

Management Industry;


Must align with relevant

international risk

Examples: YES☐

Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.


included

Reviewed

(Yes or

No)

management standards

and best practice

frameworks e.g. ISO

31000, COSO, COBIT, ITIL,

ISI22301 (adjusted from

BS 25999).

ISO22301

COSO

ISO31000

COBIT 5.0

ITIL

Basel III

Etc.


NO☐

Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.


included

Reviewed

(Yes or

No)

Proof of accreditation

with

A Sector Education

Training Authority

(SETA)

Other relevant bodies

e.g. CHE, QCTO,

Umalusi

Organisational accreditation number, Unit

standard or qualifications ID (NQF), or

University approval, or equivalent.


YES☐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.


Cour

s

e

Inception Date Click here to enter text. YES☐NO☐

Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.


included

Reviewed

(Yes or

No)

Prov

ider

Type of Institution e.g.

university, college,

business school,

public/private training

provider, academy, or

individual training

provider


Size and structureClick here to enter text. YES☐

NO☐

Relevant experienceClick here to enter text. YES☐

NO☐Proof of accreditation

with

A Sector Education

Training Authority

(SETA)

Other relevant bodies

e.g. CHE, QCTO,

Umalusi

Organisational accreditation number, Unit

standard or qualifications ID (NQF), or

University approval, or equivalent.


YES☐NO☒

Faci

litat

or (s

) Name (s)Click here to enter text. YES☐

NO☐Qualifications Click here to enter text. YES☐

NO☐

Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.


included

Reviewed

(Yes or

No)

Risk Experience:

Area of Expertise

(applicable)

Number of Years

(applicable)


Cour

se m

ater

ial

Course Overview – Click here to enter text. YES☐

NO☐

Target AudienceClick here to enter text. YES☐

NO☐

Course OutcomesClick here to enter text. YES☐

NO☐Course Assessments

(Accredited courses must

include both formative

and summative

assessments. The learner

assessment guide should

be submitted if

applicable.)


Course DurationClick here to enter text. YES☐

NO☐Course Delivery

Methodology


Pleas

e note

that the

criterion

below

applies to

both

accredited

and non-

accredited

courses.


included

Reviewed

(Yes or

No)

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)


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

Please advise what you charge per facilitator per day with an outline of what is included and excluded in your fee.

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.

8. Submission Method

All submissions must be received by the Institute by 12 August 2020

All applications are to be addressed to the CEO, Ms Gillian le Cordeur and are to be emailed to [email protected] by the stipulated due date.

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

PLEASE NOTE: For 2020 applications, we will only accept electronic submissions.

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: _____ Click here to enter text. ____________

Signed by: _____ Click here to enter text. ________

Place: _______ Click here to enter text. __________ FINAL DATE FOR TENDER SUBMISSIONS:

mailto:[email protected]

21 August 2020

t · web viewcritical thinking. future skills requirements for risk managers. the irmsa guideline...

Documents