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Request for Proposal

Appointment Of A Professional Short-Term Insurance Broker To Manage The Short-Term Insurance Portfolio of the South African Institute of Professional Accountants (“SAIPA”) for a Period of 36 (Thirty-Six) Months.

Download the Proposal Document

Call for Applications for All Members Who Would Like to Become a Professional Evaluator Marker

Marker

A Marker marks candidates’ work in line with detailed marking instructions and in accordance with SAIPA™’s policy and procedures. The prime role is to ensure consistent application of competency-based marking when grading candidate’s examination.

Outline of duties

  • Attend scheduled meeting(s) as required by SAIPA
  • Mark to competence-based criteria in line with marking instructions (rubric marking)
  • Complete marking duties in accordance with specified procedures and timescales.
  • Submit a detailed Marker report in accordance with specified procedures and timescales

Selection Criteria

Marker candidates must:

  • Have a minimum of 2 years current teaching/facilitation experience in delivering the qualifications at the level they wish to mark (if currently delivering on a part time basis be able to demonstrate experience in delivering the full course).
  • Be able to demonstrate excellence in assessing to competence-based criteria (rubric marking).
  • Be able to work professionally and co-operatively with other appointees’ staff.
  • Be able to demonstrate excellent organisational and administrative skills with an ability to meet deadlines.
  • Have a home computer or laptop with stable internet connection.
  • Be able to demonstrate rubric online marking.

Key Performance Measures for Markers

On completion of the duties outlined in the Marker contract specification, the Marker will be measured against the following Key Performance Measures (KPMs) and informed of the outcome in relation to their performance.

  • Mark agreed allocation in line with detailed marking instructions.
  • Submit marks, return marked materials where appropriate and complete administrative tasks by specified dates and in accordance with SQA policy and instructions.
  • Submit a detailed marker report on completion of marking allocation, providing feedback on examination performance.
  • Demonstrate behaviours’ outlined in the Terms and Conditions of Appointment which support SAIPA’s values.

Professional Evaluation -Competence based

SAIPA have adopted a competency-based framework that mainly looks at the potential or existing skills and competencies of the candidates to specified performance standards. The objective of competency-based assessment is to determine whether the candidate demonstrated the ability to apply the technical knowledge and principles to a situation with the context of the situation in terms of the competency proficiency levels. The competency proficiency standards represent the minimum standards that should be achieved based on the desired outcomes of the competency framework.

The outcomes of the competency-based assessment for the Professional Competency Assessment (PE) require the demonstration of the application of technical knowledge (B.O.K and frameworks) to a given situation with the purpose of construction a solution/advice the an issue or challenge with the context of the business environment in the areas of Financial Reporting, Financial Accounting, Practice Management, Auditing/Risk Management, Taxation, Professional Engagements, Managerial Accounting (Management Accounting & Financial Management) with the golden thread of ethics and legal legislation.

Grading for competency-based assessment is an integration of both objective and subjective and focuses on the ability of the candidates to demonstrate their competence in applying the technical knowledge in developing practical solutions to business challenges through the application of framework within the context of the business. Thus, grading should be performed against what is defined as the proficiency areas set for a minimum threshold for entry into the profession.

Proficiency area Proficiency standard Proficiency assessment criteria
Reading skills – candidates are required to reading at a level which demonstrates comprehension and deep understanding of the information presented (identifying challenges and extracting relevant information) Reading skills proficiency standards refer to the ability of the interrogate information to identify and comprehend the issue requiring attention. The proficiency assessment criteria are to determine whether candidate comprehended and identified the issue that requires to be addressed – identification the issue within the context of the business.
Select of B.O.K. and the framework – candidates must demonstrate the ability to select the appropriate technical knowledge framework (concepts and principles) that will be used to support the response to solve the challenges The proficiency standard for the selection of the appropriate technical framework is specific in under pinning the formulation of the solution to the issue identified. The proficiency assessment criteria is to determine whether the appropriate technical framework and principles are applicable to address the issue identified in the context of the type of response required.
Extraction of relevant information from the question – candidates must demonstrate the ability to extract relevant information that provide insight to the challenge as well as that which will be used to as a basis to solve the challenges The proficiency standards are to distinguish between relevant versus irrelevant information relating the issue identified and the technical framework to resolve the issue in the context of the business situation. The proficiency assessment criteria are based on the selection of relevant information specific to the issue identified and that is critical in the application of the technical framework to address and resolve the issue identified.
Construction of a response to address and resolve the issue identified – candidates must demonstrate the ability to construct an effect response (structured and concise) to the challenge The proficiency standards focus on the development, construction, and format of the response both in terms of addressing the issue and providing a strategy to address and resolve the issue. The proficiency assessment criteria focus on the construction of the response in addressing the issue within the context of the business situation in a clear, concise, and logical sequence.
Overall demonstration of competence of technical knowledge, applied skills and professional conduct – candidates must demonstrate a written response which is structured and logical in addressing the challenge The proficiency standards focus on the cognitive capabilities (critical thinking, professional judgement, and professional scepticism) in deconstructing information and situations with the objective of reconstructing an effective, practical, and simple solution. The proficiency assessment criteria focus on the overall application of technical knowledge and skills in delivering professional services to satisfy the proficiency standards for the sector.

Marker application requirements:

  • Professional Accounting (SA) qualification/designation approved by SAIPA or any other recognized professional bodies.
  • Knowledge within the business environment in the areas of Financial Reporting, Financial Accounting, Practice Management, Auditing/Risk Management, Taxation, Professional Engagements, Managerial Accounting (Management Accounting & Financial Management) with the golden thread of ethics and legal legislation.

Interested parties should respond with the following documents:

  • Detailed CV with a short biography indicating their area of expertise.
  • Motivational letter on how they can contribute to SAIPA’s assessing environment
  • Certified Qualifications and ID copy
  • Supplier applications form (SSA1)
  • Declaration of Interest (SSA2)

Please email required documents on or before the 28 March 2024 by close of business to Percival Masingi Pmasingi@saipa.co.za and Michelle Mokwena Mmokwena@saipa.co.za

Appointment Of Panel Of Attorneys To Provide Legal Services For A Period Of (3) Three Years At The South African Institute Of Professional Accountants (Saipa) On An “Ad Hoc” Basis For Specific Assignments.

Call for Expression of Interest: CPD Presenters

SAIPA a leading accountancy institute in South Africa representing qualified Professional Accountants (SA) in practice, commerce and industry, academia and the public sector with over 10 000 members and over 40 years of experience.

The South African Institute of Professional Accountants (SAIPA) is calling for Expression of Interests for the appointment of suitably qualified and experienced experts to serve as CPD webinar Presenters and Speakers for the year 2024.

The purpose of this call for Expression of Interest is to solicit applications for speakers in various topics to establish a pool of experts for the various CPD Topics.

In fulfilment of the above, SAIPA invites interested parties to respond to the Expression of Interest in the following CPD Topics:

  • PBO’s and NPO’s
  • Financial Modelling in Business Rescue and Turnaround
  • Corporate Governance: TCWG
  • Entrepreneurial Mindset
  • Technology Integration
  • Corporate Governance and Company Secretarial
  • BEE Status
  • Cost Accounting
  • Tax Update
  • Technology Integration
  • CGT
  • Planning the Independent Review
  • Project and resource management
  • Ethics and Practice
  • Effective professional communication
  • The concept of Business Rescue
  • FIC Registration and requirements
  • CGT
  • Ethics and Practice
  • Planning the Independent Review
  • Project and resource management
  • FIC Registration and requirements
  • Effective professional communication
  • The concept of Business Rescue
  • Accounting for Cryptocurrencies & Digital Assets
  • Ethical Leadership (ATC)
  • Data Mining and Data Cleaning, Data Analytics, Big Data and Data visualisation
  • Farming Taxation
  • Business Valuations and Due Diligence
  • Agreed Upon Procedures
  • Accounting for Cryptocurrencies & Digital Assets
  • Business Valuations and Due Diligence
  • Farming Taxation
  • Ethical Leadership (ATC)
  • Data Mining and Data Cleaning, Data Analytics, Big Data and Data visualisation
  • Agreed Upon Procedures
  • Management Accounting (Trainees)
  • IFRS For SME Update
  • Grow your practice: Generative AI, e.g. ChatGPT
  • Business Continuity
  • Management Accounting (Trainees)
  • IFRS For SME Update
  • Grow your practice: Generative AI, e.g. ChatGPT
  • ESG & Sustainability
  • Business Continuity
  • ESG & Sustainability
  • Indicators of Business Failures (Corporate Veil)
  • Working Papers & Evidence (All services)
  • Practical approach to mentorship, coaching and facilitation
  • Payroll Taxes
  • Compilations
  • Professional behaviours (IQ, EQ, SQ)
  • Working Papers & Evidence (All services)
  • Practical approach to mentorship, coaching and facilitation
  • Compilations
  • Professional behaviours (IQ, EQ, SQ)
  • Indicators of Business Failures (Corporate Veil)
  • Assets and Deferred Taxation
  • Integrated Annual Reports – New IFRS S1 and S2 standards
  • Deceased Estates and taxes
  • Risk Management Officer
  • Corporate Governance and Company Secretarial
  • Managerial Accounting
  • Assets and Deferred Taxation
  • Deceased Estates and taxes
  • Integrated Annual Reports – New IFRS S1 and S2 standards
  • Managerial Accounting
  • Financial statement analysis
  • Quality Control Officer
  • Administration of Deceased Estates
  • Emmigration tax consequences
  • Reporting considerations in times of economical downturn / global turmoil (discussions on going concern, impairment, subsequent events…. Etc)
  • Updated IASB conceptual framework
  • Quality Control Officer
  • Financial statement analysis
  • Administration of Deceased Estates
  • Updated IASB conceptual framework
  • Reporting considerations in times of economical downturn / global turmoil (discussions on going concern, impairment, subsequent events…. Etc)
  • Cybersecurity
  • Cross Border Taxes
  • Agreed Upon Procedures
  • Directors – an Introduction to Board responsibilities
  • Practice Management: Services you can offer (Marketing)
  • Cybersecurity
  • Directors – an Introduction to Board responsibilities
  • Cross Border Taxes
  • Agreed Upon Procedures
  • Practice Management: Services you can offer (Marketing)
  • Client Acceptance and Continuation (All services)
  • Business Modelling
  • B-BBEE Compliance
  • Trust Accounting
  • Risk Assessment and Analytical Review in Assurance Services
  • Client Acceptance and Continuation (All services)
  • B-BBEE Compliance
  • Business Modelling
  • Materiality and the RMM (All services)
  • Trust Accounting
  • Materiality and the RMM (All services)

Requirements:

  • Post graduate qualification related study to the relevant topic.
  • Experience in related field/topic
  • Lecturing experience would be an added advantage.

CPDs will take place during working hours and all online on the Go to Webinar platform. Stable and reliable network connection required.

Interested parties should submit the following details.

  • A detailed CV,
  • Copy of their qualifications,
  • A copy of any affiliated professional body membership certificate,
  • Copy of ID
  • BBBEE affidavit (if applying as a business entity)
  • Valid Tax Clearance Certificate or SARS generated PIN
  • SAIPA SCM form (SSA1 Form Individual or SSA1 Form Company)
  • Declaration of interest (SSA2 Form)

Applications can be submitted via email to quotations@saipa.co.za with all requested documents and indication of which topic you are applying for.
Closing date: 15 January 2024

Call for Expression of Interest

The South African Institute of Professional Accountants (SAIPA) is a leading professional accountancy institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 15 000 members (and growing) and over 40 years of experience.

SAIPA management is looking to appoint suitably qualified and experienced experts to act as service providers to the SAIPA Project Achiever Programme Cohort 1-2024 for the 2024 financial year.

The purpose of this call for expression of interest is to solicit applications for facilitators and markers in various topics on the programme.

In fulfilment of the above, SAIPA invites interested parties to respond to this Expression of Interest in the following categories:

Expert knowledge on the following topics:

  • Financial Reporting
  • Financial Accounting
  • Taxation
  • Management Accounting
  • Financial Management
  • Financial Statements Engagements
  • Practice Management
  • Risk Management and Auditing

Prospective subject matter experts must meet the following minimum criteria in order to be shortlisted:

  • Postgraduate qualification, in any of the above related fields
  • Demonstratable experience in any of the above related fields
  • Previous facilitation experience would be advantageous
  • Willingness to render the above services on Saturdays (whole day) for approximately 20 weeks.
  • Attendance of a compulsory briefing session (contact or via zoom) once the appointment is confirmed
  • Interested parties should submit the following details;
    • A detailed CV,
    • Copy of their qualifications,
    • A copy of any affiliated professional body membership certificate,
    • Copy of ID, BBBEE affidavit
    • Valid Tax Clearance Certificate or SARS generated PIN
    • Declaration of interest (SSA2 Form)

All the above documents and attempts to solicit information of any kind relative to this request should be made in writing to Percival Masingi – PMasingi@saipa.co.za Enquiries will not be entertained after 16h00 on 15 December 2023.

The Project Achiever Committee will review all applications received and notify individuals who have been appointed. Note that candidates who have not been contacted within one week of the closing date should consider their application unsuccessful.

Closing date: 15 December 2023 Closing Time: 16H00

Request for Proposal

Description Design and development publishing: digital innovation, professional accountant and the tax professional.
Closing Date and Time 08 September 2023 AT 16:00 PM
Physical Address SAIPA House, Waterfall Park
Vorna Valley
Midrand
Gauteng
1685
Briefing Session Compulsory: NO
Website www.saipa.co.za
  1. Introduction: SAIPA is inviting proposals from potential service providers for the following services:
    Description of Services Publishing services: Digital Innovation Professional Accountant and the Tax Professional.

    SAIPA is a leading professional Accounting Organisation in South Africa with over 10 000 members and over forty (40) years of experience. SAIPA represents qualified Professional Accountants (SA) in practice, commerce and industry, academia and the public sector.

    SAIPA has been a pioneer in the South African economy, contributing to the advancement of the accountancy profession, influencing legislation and constantly transforming to keep abreast of business, financial and social developments in the country and internationally.

    SAIPA is based in Midrand, Gauteng with regional representatives spread across the country and remotely interacting with the head office.

  2. Terms of Reference: The purpose of this request for proposal is to appoint a suitable service provider that will provide publishing services for Professional Accountant and the Tax Professional to SAIPA for a period of 12 months.
    1. Scope of work
      1. Editorial:
        1. The Professional Accountant: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA. Meetings will be project managed by supplier.
        2. The Tax Professional: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA. Meetings will be project managed by supplier.
        3. Digital Innovation: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA.
      2. The content of the Professional Accountant, Tax Professional and Digital Innovation will not exceed a ratio of 60:40 between content and advertising.
      3. Project Management
      4. Writing and research
      5. Proof reading
      6. Photography (where required)
      7. Illustrations and infographics (where required)
      8. Design layout
      9. Publishing
      10. Production management
      11. Project co-ordination (setting up meetings and following up on sign offs etc)
      12. All publications mentioned will be in digital format only (unless otherwise requested)
      13. The digital copy specs are as follows: Minimum of 32 pages, A4 (297mm x 210mm)
      14. Set up production schedules for each issue of the Professional Accountant, Tax Professional and Digital Innovation publications in consultation with editorial panel, according to the agreed distribution dates.
      15. Sell advertising for the publications. -Commission to be determined.
      16. Arrange payment of all suppliers for the publications.
      17. The appointed service provider will have an option to identify and distribute supply to stockist.
      18. Examples are on the link below: https://www.saipa.co.za/newsletters-resources/
    2. Pricing Schedule:
      Items Amount (R)
      Proof reading
      Photography and images (Optional) (session per hour)
      Design and layout
      E-magazine production
      Management fee
    3. Evaluation Criteria
      • Stage one – compliance: Compliance with administrative requirement stated in the bid documents – at this stage bidders that fail to provide the required information may be disqualified for further evaluation.
        • Company profile
        • CIPC Company Registration Documents
        • Valid B-BBEE certificate/ affidavit
        • Valid Tax Clearance Certificate or SARS generated PIN
        • Declaration of interest (SSA2 Form)
        • Links (or delivery) of most recent work done and 5 contactable references letters on each of the company’s own letterhead.
      • Stage two – Pricing & BBBEE:
        • Bidders are required to submit a pricing schedule on their own company letter heard for the whole project. Quotations should be VAT Inclusive and include necessary annual increment and adjustments.
  3. SAIPA™ reserves the right not to accept any proposal and/or proposal with the lowest price.

  4. Conditions for Proposals
    1. All proposals must be submitted, in full, electronically to quotations@saipa.co.za. Incomplete proposals will not be considered.
    2. Proposals received after the set time (16h00) will be disqualified.
    3. The bidder must include a cover letter clearly stating the name of the firm and the address and telephone number of the bidder’s representative.
    4. The bidder shall furnish such additional information that SAIPA™ may reasonably require.
    5. SAIPA™ will not be liable for any cost incurred in the preparation of the proposal.
    6. SAIPA™ may invite bidders for an oral interview/ presentation prior to the approval of a proposal; however, SAIPA™ will not be liable for the costs incurred by the bidder in connection with such interview or presentation.
    7. SAIPA™ will keep the contents of the application strictly confidential.
    8. The information/data provided in this document, together with any subsequent issue of addenda of information/data is given in good faith for the guidance of applicants. No warranties or representations are given regarding accuracy or completeness of such information.
    9. In terms of the Protection of Personal Information Act (POPIA), SAIPA has a legal duty to process bidders Personal Information and related details in a lawful, legitimate, and responsible manner.
    10. In order for SAIPA™ to discharge this duty, bidders hereby grant SAIPA™ express and informed permission to process the Personal Information submitted in their bid proposals.
    11. SAIPA™ reserves the right not to accept the lowest tender or any tender in part or in whole.
    12. SAIPA™ also reserves the right to award this tender to any party whom it decides as a whole or in part without furnishing reasons.
    13. SAIPA™ reserves the right to withdraw this tender at any stage with or without giving reasons.
  5. Documents to be Completed and Submitted Please complete and submit the following documents, available on our website, as part of your proposal:
    • SDO1: Bid Coversheet.
    • SDO3: Certificate of Independent Bid Determination
    • SSA1: Supplier application form
    • SSA2: Declaration of interests and restrictions
  6. Submission of Proposals
    • All proposals must be forward to this email address: quotations@saipa.co.za
    • All bids must be submitted by 8 September 2023 by 16:00 pm, late submission will not be considered.
    • Any enquiries regarding the bidding procedure may be directed to:
    • Any SCM enquiries may be directed to:
      Contact Person: Inathi Mayekiso
      Tel: 011 207 7840
      E-mail address: quotations@saipa.co.za
    • Any enquiries regarding technical information may be directed to:
      Contact Person: Rochelle Bates
      Tel: 011 207 7840
      E-mail address: rbates@saipa.co.za

    SAIPA™ does not take any responsibility for any procedural and substantive information obtained from a source other than the above-mentioned official. For more information about SAIPA™ and directions to SAIPA™ offices see website: www.saipa.co.za

SDO-1 Bid Coversheet SD03 Certificate of Independent Bid Determination
SSA1 Supplier Application Form SSA2 Declaration of Interests

Call for Expression of Interest:

The South African Institute of Professional Accountants (SAIPA) is a leading professional Accountancy Institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 10 000 members (and growing) and over 35 years of experience.

SAIPA management is looking to appoint suitably qualified and experienced experts to act as service providers to the SAIPA Project Achiever Programme Cohort 2 for the 2023 financial year.

The purpose of this call for expression of interest is to solicit applications for facilitators and markers in various topics on the programme.

In fulfilment of the above, SAIPA invites interested parties to respond to this Expression of Interest in the following categories:

Expert knowledge on the following topics:

  • Financial Reporting
  • Financial Accounting
  • Taxation
  • Management Accounting
  • Financial Management
  • Financial Statements Engagements
  • Practice Management
  • Risk Management and Auditing

Prospective subject matter experts must meet the following minimum criteria in order to be shortlisted:

  • Postgraduate qualification, in any of the above related fields
  • Demonstratable experience in any of the above related fields
  • Previous facilitation experience would be advantageous
  • Willingness to render the above services on Saturdays (whole day) for approximately 20 weeks.
  • Attendance of a compulsory briefing session (contact or via zoom) once the appointment is confirmed
  • Interested parties should submit the following details;
    • A detailed CV,
    • Copy of their qualifications,
    • A copy of any affiliated professional body membership certificate,
    • Copy of ID, BBBEE affidavit
    • Valid Tax Clearance Certificate or SARS generated PIN
    • Declaration of interest (SSA2 Form)
    • Supplier application (SSA1 Form)

All the above documents and attempts to solicit information of any kind relative to this request should be made in writing to Inathi Mayekiso – IMayekiso@saipa.co.za Enquiries will not be entertained after 16h00 on 12 July 2023.

The Project Achiever Committee will review all applications received and notify individuals who have been appointed. Note that candidates who have not been contacted within one week of the closing date should consider their application unsuccessful.

Closing date: 12 July 2023 at 16H00

SDO3 Certificate of Independent Bid Determination

SSA1 Supplier Application

SSA2 Declaration of interests

Request for Proposal

Description Design and development publishing: digital innovation, professional accountant and the tax professional.
Closing Date and Time 23 June 202 at 16:00PM
Physical Address SAIPA House, Waterfall Park
Vorna Valley
Midrand
Gauteng
1685
Briefing Session

Compulsory: NO
Date: 08 June 2023
Time 10:00am – 11:00am

Meeting Link: Click here to join the meeting

Website www.saipa.co.za
  1. Introduction: SAIPA is inviting proposals from potential service providers for the following services:
    Description of Services Publishing services: Digital Innovation Professional Accountant and the Tax Professional.

    SAIPA is a leading professional Accounting Organisation in South Africa with over 10 000 members and over forty (40) years of experience. SAIPA represents qualified Professional Accountants (SA) in practice, commerce and industry, academia and the public sector.

    SAIPA has been a pioneer in the South African economy, contributing to the advancement of the accountancy profession, influencing legislation and constantly transforming to keep abreast of business, financial and social developments in the country and internationally.

    SAIPA is based in Midrand, Gauteng with regional representatives spread across the country and remotely interacting with the head office.

  2. Terms of Reference: The purpose of this request for proposal is to appoint a suitable service provider that will provide publishing services for Professional Accountant and the Tax Professional to SAIPA for a period of 12 months.
    1. Scope of work
      1. Editorial:
        1. The Professional Accountant: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA. Meetings will be project managed by supplier.
        2. The Tax Professional: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA. Meetings will be project managed by supplier.
        3. Digital Innovation: The editorial panel for the Tax Professional will be solely managed by SAIPA and the final decision on content to be used will also remain with SAIPA.
      2. The content of the Professional Accountant, Tax Professional and Digital Innovation will not exceed a ratio of 60:40 between content and advertising.
      3. Project Management
      4. Writing and research
      5. Proof reading
      6. Photography (where required)
      7. Illustrations and infographics (where required)
      8. Design layout
      9. Publishing
      10. Production management
      11. Project co-ordination (setting up meetings and following up on sign offs etc)
      12. All publications mentioned will be in digital format only (unless otherwise requested)
      13. The digital copy specs are as follows: Minimum of 32 pages, A4 (297mm x 210mm)
      14. Set up production schedules for each issue of the Professional Accountant, Tax Professional and Digital Innovation publications in consultation with editorial panel, according to the agreed distribution dates.
      15. Sell advertising for the publications. -Commission to be determined.
      16. Arrange payment of all suppliers for the publications.
      17. The appointed service provider will have an option to identify and distribute supply to stockist.
      18. Examples are on the link below: https://www.saipa.co.za/newsletters-resources/
    2. Pricing Schedule:
      Items Amount (R)
      Proof reading
      Photography and images (Optional) (session per hour)
      Design and layout
      E-magazine production
      Management fee
    3. Evaluation Criteria
      • Stage one – compliance: Compliance with administrative requirement stated in the bid documents – at this stage bidders that fail to provide the required information may be disqualified for further evaluation.
        • Company profile
        • CIPC Company Registration Documents
        • Valid B-BBEE certificate/ affidavit
        • Valid Tax Clearance Certificate or SARS generated PIN
        • Declaration of interest (SSA2 Form)
        • Links (or delivery) of most recent work done and 5 contactable references letters on each of the company’s own letterhead.
      • Stage two – Pricing & BBBEE:
        • Bidders are required to submit a pricing schedule on their own company letter heard for the whole project. Quotations should be VAT Inclusive and include necessary annual increment and adjustments.
  3. Conditions for Proposals
    1. All proposals must be submitted, in full, electronically to quotations@saipa.co.za. Incomplete proposals will not be considered.
    2. Proposals received after the set time (16h00) will be disqualified.
    3. The bidder must include a cover letter clearly stating the name of the firm and the address and telephone number of the bidder’s representative.
    4. The bidder shall furnish such additional information that SAIPA™ may reasonably require.
    5. SAIPA™ will not be liable for any cost incurred in the preparation of the proposal.
    6. SAIPA™ may invite bidders for an oral interview/ presentation prior to the approval of a proposal; however, SAIPA™ will not be liable for the costs incurred by the bidder in connection with such interview or presentation.
    7. SAIPA™ will keep the contents of the application strictly confidential.
    8. The information/data provided in this document, together with any subsequent issue of addenda of information/data is given in good faith for the guidance of applicants. No warranties or representations are given regarding accuracy or completeness of such information.
    9. In terms of the Protection of Personal Information Act (POPIA), SAIPA has a legal duty to process bidders Personal Information and related details in a lawful, legitimate, and responsible manner.
    10. In order for SAIPA™ to discharge this duty, bidders hereby grant SAIPA™ express and informed permission to process the Personal Information submitted in their bid proposals.
    11. SAIPA™ reserves the right not to accept the lowest tender or any tender in part or in whole.
    12. SAIPA™ also reserves the right to award this tender to any party whom it decides as a whole or in part without furnishing reasons.
    13. SAIPA™ reserves the right to withdraw this tender at any stage with or without giving reasons.
  4. Documents to be Completed and Submitted
    Please complete and submit the following documents, available on our website, as part of your proposal:
    • SDO1: Bid Coversheet.
    • SDO3: Certificate of Independent Bid Determination
    • SSA1: Supplier application form
    • SSA2: Declaration of interests and restrictions
  5. Submission of Proposals
    • All proposals must be forward to this email address: quotations@saipa.co.za
    • All bids must be submitted by 23 June 2023 by 16:00 pm, late submission will not be considered.
    • Any enquiries regarding the bidding procedure may be directed to:
    • Any SCM enquiries may be directed to:
      Contact Person: Inathi Mayekiso
      Tel: 011 207 7840
      E-mail address: quotations@saipa.co.za
    • Any enquiries regarding technical information may be directed to:
      Contact Person: Rochelle Bates
      Tel: 011 207 7840
      E-mail address: rbates@saipa.co.za

    SAIPA™ does not take any responsibility for any procedural and substantive information obtained from a source other than the above-mentioned official. For more information about SAIPA™ and directions to SAIPA™ offices see website: www.saipa.co.za

SDO-1 Bid Coversheet

SD03 Certificate of Independent Bid Determination

SSA1 Supplier Application Form

SSA2 Declaration of Interests

Expression of Interest Invitation: Mental Health and Wellbeing Partnership

The South African Institute of Professional Accountants (SAIPA) is a leading Professional Accountancy Institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 10 000 members (and growing) and over 40 years of experience.

SAIPA seeks Expressions of Interest from suitably qualified and experienced organisations to provide mental health support for its members to deal post COVID-19 pandemic mental health challenges, the impact of the economic crisis and other challenges. The intention is to develop an innovative strategy to focus on the Mental Health and Wellbeing. SAIPA wants to hear from organisations that promote mental wellbeing and deliver preventative mental illness interventions.

Consider the following criteria, when responding to this Expression of Interest, and how your organisation could contribute to one or more of the following:

  • Provide webinars with a strategic focus on developing and enhancing mental health.
  • Provide counselling, and this can either be via the telephone, Zoom, Teams etc.,
  • Improve understanding and response to mental health issues, such as through articles, newsletters and podcasts.

Requirements

Prospective subject matter experts must meet the following minimum criteria in order to be shortlisted:

  • Desired Qualification: Relevant knowledge of mental health issues
  • Demonstratable experience in Mental Health Support services
  • Previous facilitation experience would be advantageous

Other requirements

  • Stable internet connection
  • Attendance of a compulsory briefing session (contact or via zoom) once the appointment is confirmed

Presenters may be required to travel within South Africa and, CPDs will take place during working hours.

  • Interested parties should submit the following details;
    • A detailed CV
    • Complete proposal
    • Copy of their qualifications,
    • Copy of ID
    • BBBEE affidavit (if applying as a business entity)
    • Valid Tax Clearance Certificate or SARS generated PIN
    • SAIPA SCM form (SSA1 Form)
    • Declaration of interest (SSA2 Form)

Kindly submit a proposal with estimated costs on or before Friday, 23rd of June 2023.

Submissions are to be submitted to Quotations@saipa.co.za

Request For Proposal_External Auditor (003)

REFERENCE NUMBER SP/020/2022
DESCRIPTION PROVISION OF EXTERNAL AUDIT SERVICES
CLOSING DATE AND TIME 18th November 2022
  11:00am
TENDER BRIEFING N/A
PHYSICAL ADDRESS SAIPA™ House, Waterfall Park Vorna Valley
Midrand
Gauteng 1685
WEBSITE www.saipa.co.za

INTRODUCTION

SAIPA™ is inviting proposals from potential service providers for the following services:

Description of Services:

PROVISION OF EXTERNAL AUDIT SERVICES FOR A PERIOD OF FIVE (5) YEARS.

SAIPA™ is one of the leading accountancy institutes in South Africa with over 15 000 members and over 40 years of experience. SAIPA™ represents qualified Professional Accountants (SA) in practice, commerce and industry, academia and the public sector.

SAIPA™ has been a pioneer in the South African economy, contributing to the advancement of the accountancy profession, influencing legislation and constantly transforming to keep abreast of business, financial and social developments in the country and internationally.

SAIPA™ is based in Midrand, Gauteng with regional representatives spread across the country and remotely interacting with the head office.

OBJECTIVE

The objective of this bid is to invite proposals from suitably qualified and reputable External Audit service providers that can provide and maintain appropriate external audit consulting services to the South African Institute of Professional Accountants (“SAIPA”).

SAIPA™ must comply with the provisions of its own organisational policies, statutory requirements and where possible, some of the provisions of the King Report on Corporate Governance. The suite of services to be rendered must therefore assist SAIPA™’s management committee to comply accordingly.

ROLE AND OBJECTIVES OF EXTERNAL AUDIT

The External Audit function will be an independently assessed function within SAIPA™, which provides an independent audit opinion on the financial statements, compliance to policies, legislative requirements and the management of the risks of the Institute for each financial year, covered by the terms of the audit appointment.

ORGANISATIONAL STATUS OF EXTERNAL AUDIT

The external audit panel will report to the Audit Committee of SAIPA™ functionally and to the Chief Executive (CE) administratively, and will promote and ensure:

  • the independence of external audits;
  • broad audit coverage;
  • adequate consideration of audit reports; and
  • the implementation of audit recommendations.

SCOPE OF EXTERNAL SERVICES 

The appointed panel will be required to:

  • Perform an audit of annual financial statements in accordance with full IFRS;
  • Express an audit opinion on the financial statements;
  • Perform the audit in compliance with International Standards on Auditing (ISAs);
  • Work in conjunction with internal auditors to provide combined assurance to the SAIPA™ board on the effectiveness of the internal control systems;
  • Communicate audit findings and recommendations to management and the Audit Committee, ensure they are fully aware of the implications to the operations of SAIPA™;
  • Review the financial information in the annual integrated report prior to publishing;
  • Attend and provide input to the Audit Committee and the Annual General Meeting when required to;
  • Any other statutory and regulatory requirements.
  • Note: No additional or non-audit services may be rendered by the appointed service provider.

FEES AND PAYMENT

Proposed fee structure based on the following:

  • Total annual hours
  • Average hourly rate
  • Reimbursement costs such as telephone, travel, stationery, and printing

CONTENT OF THE BID PROPOSAL

  • The following criteria will be critical to this RFP. Non-compliance herewith will invalidate the interested party’s response to this Invitation. Documentary proof will be required in cases and incomplete submissions will not be considered.
  • The proposal should  include the following:
    • A company profile clearly indicating relevant perceived strengths and weaknesses of the firm bidding, external audit experience, in-house skills, providing information which will assist SAIPA™ to assess its capabilities, capacity and competitive advantages , among other criteria
    • A tailored, proposed audit approach and methodology specific to SAIPA as a Non-Profit Organisation to be adopted to achieve the external audit objectives.
    • An organogram or list of partners, managers, specialists and assistants together with the curriculum vitae of the staff who will be available for the duration of the contract with SAIPA™. In addition, the team to be appointed to provide external audit services to SAIPA™ should:
      •  Remain constant for the duration of the contracting period.
      • Have the capacity and financial resources to source external expertise if and where necessary.
      • Consult with SAIPA should there be any staff changes during the course of the audit.
      • Have evidence of knowledge and understanding of the applicable laws and regulations;
    • Have reference letters, not older than 24 months, of previous external audit done as well as experience within the NPO space;
    • The service provider must supply the following mandatory information upon submission of its  proposal:
      • Proof of company registration
      • Valid SARS tax pin/tax clearance certificate
      • Valid BBBEE Certification/ Affidavit
      • Company ownership status
      • Company Profile
      • Recent two years Audited Financial Statements  or a letter from accounting officer/auditors certifying annual turnover
      • Proof of registration with Independent Review Board of Auditors (IRBA)
      • Completion of the Standard Bidding Forms

TECHNICAL REQUIREMENTS

  • The bidder must be registered in terms of the Audit Act as an accountant and auditor and engaged in public practice (Registration with IRBA – Independent Regulatory Board for Auditors);
  • Provide dedicated resources available for the external audit for the duration of the contract, as well as the qualifications and experience of such resources, (attach CV’s and qualifications);
  • Professional competence and integrity: The bidder should be professional and competent in the practice of external audit (attest function) as well as high ethical standards; Independence and objectivity must be assured by there not being any conflict of interest – perceived or otherwise;

VALIDITY OF PROPOSALS

The bidder is required to confirm that it will hold its proposal valid for 180 days from the closing date of the submission of proposals, during which time it will maintain without change the personnel proposed for the service together with their proposed rates.

APPOINTMENT, COMMENCEMENT AND DURATION

The successful bidder will sign a contract with SAIPA™ which will be valid for five (5) years subject to renewal reappointment on an annual basis at the SAIPA™ Annual General Meeting, based on an evaluation of the effectiveness as well as the independence and objectivity of the external auditors. Shortlisted candidates may be subject to an interview with Management and the Audit Committee.
The successful PROPOSAL EVALUATION bidders will have unlimited access to all appropriate information of SAIPA™ required to execute the external audit function within the normal working hours of the organisation.

PROPOSAL EVALUATION

In broad terms, SAIPA™ will assess proposals on the basis of the technical and financial criteria indicated above, to ascertain value for money, along with any other specific criteria that may be deemed pertinent during the selection process. The success of the bid will be determined by the ability of the firm to competently execute this assignment. The technical and financial components of the written proposal must be submitted in hard copies to the address listed below.

Phase 1: Technical Evaluation

The evaluation of the technical part of the proposal will be based on the candidate’s responsiveness to the terms of reference, as well as the application of the evaluation criteria and points system as indicated below. Each responsive proposal will be given a technical score.

CRITERIA SUB-CRITERIA SCALE WEIGHTING
 

Company Experience

The bidder must :

  • Demonstrate evidence of the firm’s substantial external audit experience within the NPO sector.
  •  have at least five (5) years’ experience in conducting external audits within the NPO sector. (Proof should be in the form of reference letters; reference letters should be legible and not older than two (2) years; referees must be contactable).

 

  • Referees will be contacted prior to the interview to be conducted and forms an integral part of the selection process.
Company profile provided detailing the company’s background, services offered and proven experience in the audit space  

25

 

Less than 5 years with three (3) industry related (NPO) reference letters.

 

 

 

 

More than 5 years with three (3) industry related (NPO) reference letters.

 

 

Proposed plan  of action and methodology

 

 

 

 

Detailed methodology and approach designed and tailored specifically for SAIPA as an organisation and the inclusion of data analytics in the audit process.

 

 

Approach and methodology addressing parts of the scope of work  

 

 

 

25

Re-organising the scope of work into a clear project plan, specifically designed for SAIPA
Re-organising the scope of work into clear business plan plus value add. This will include a detailed project plan with specific timeframes and deliverables based on
the scope of work specifically designed for SAIPA.
 

Experience in the external audit of Non- Profit Organisations

Proven experience, by means of appointment letters/contactable references from non-profit organisations; Reference should not be older than two (2) years Less than 2 contactable reference letters provided  

10

Up to 5 contactable reference letters provided
 

 

 

 

 

Credentials of Audit Management Team

 

 

Bidder must provide CVs of key personnel to be allocated to the project.
CVs must clearly indicate personnel’s qualifications and experience in auditing, as well as all affiliations and membership to professional bodies.
CVs must be recent and updated; not older than 3 years and must include certified copies of qualifications.

List of key personnel with comprehensive CVs detailing qualifications and experience.  

 

 

 

 

20

List of key personnel with comprehensive CVs detailing qualifications and experience. Evidence of relevant professional body membership and accreditation.
List of key personnel with comprehensive CVs with substantial external audit experience within the NPO sector and detailing qualifications and further experience. Evidence of relevant professional body membership and accreditation.
 

 

Ability to meet SAIPA requirements and support sustainability.

 

 

The bidder must submit a resource plan as well as demonstrate that they have the appropriate tools and resources to execute the project.

Provide a detailed organogram indicating resources within the firm.  

 

 

20

Turnover fees for the past three years.
Turnover fees for the past three years and Indicate audit software and data analytic tools which will be used during the audit.
TOTAL 100

The minimum qualifying score is 70 points (out of 100). Bids that do not achieve the minimum score of 70 for functionality will not be evaluated further and will be subsequently disqualified.

Phase 2: Price and BBBEE Evaluation

Should the proposal be successful in the Technical Evaluation, the proposal will then be subject to evaluation based on pricing and B-BBEE criteria.

PRICING and B-BBEE
Proposed fee structure based on the following:

  • Total annual hours
  • Average hourly rate

Reimbursement costs such as telephone, travel, stationery        and printing

 

 

80

Preferential points will be awarded to bidders who provide valid  proof of their BBBEE status

20

SAIPA™ reserves the right not to accept any proposal and/or proposal with the lowest price

CONDITION FOR PROPOSALS

  1. All proposals must be submitted, in full, electronically to quotations@saipa.co.za. Incomplete proposals will not be considered.
  2. Proposals received after the set time (11h00am) will not be accepted, nor will any proposal submitted in hardcopy.
  3. The bidder must include a cover letter clearly stating the name of the firm and address and telephone number of the bidder’s representative.
  4. SAIPA reserves the right to request additional information from any or all of the bidders…
  5. SAIPA™ will not be liable for any cost incurred in the preparation of the proposal.
  6. SAIPA™ may invite bidders for an oral interview/ presentation prior to the approval of a proposal; however, SAIPA™ will not be liable for the costs incurred by the bidder in connection with such interview or presentation.
  7. SAIPA™ will keep the contents of the application strictly confidential.
  8. The information/data provided in this document, together with any subsequent issue of addenda of information/data is given in good faith for guidance of applicants. No warranties or representations are given regarding accuracy or completeness of such information.
  9. In terms of the Protection of Personal Information Act (POPIA), SAIPA has a legal duty to process bidders Personal Information and related details in a lawful, legitimate, and responsible manner.
  10. In order for SAIPA™ to discharge this duty, bidders hereby grant SAIPA™ express and informed permission to process the Personal Information submitted in their bid proposals.
  11. SAIPA™ reserves the right not to accept the lowest tender or any tender in part or in whole.
  12. SAIPA™ also reserves the right to award this tender to any party whom it decides as a whole or in part without furnishing reasons.
  13. SAIPA™ reserves the right to withdraw this tender at any stage with or without providing reasons.

DOCUMENTS TO BE COMPLETED AND SUBMITTED

Please complete and submit the following documents, available on our website, as part of your  proposal:

SUBMISSION OF PROPOSALS

Closing Date: 18th of November 2022
Closing Date: Time:11h00am
Submission address: quotations@saipa.co.za
Any enquiries regarding the bidding procedure may be directed to:

Contact Person: Inathi Mayekiso
Tel: 011 207 7840
E-mail address: IMayekiso@saipa.co.za
Any enquiries regarding technical information may be directed to:
Contact Person: Nomsa Mphigalale
Tel: 011 207 7840
E-mail address: nmphigalale@saipa.co.za

SAIPA™ does not take any responsibility for any procedural and substantive information obtained from a source other than the above-mentioned official. For more information about SAIPA™ and     directions to SAIPA™ offices see website: www.saipa.co.za

SPECIAL CONDITION

Bidders who do not have a fully resourced office in Gauteng, will not be considered.

Call for Expression of Interest

Call for Expression of Interest: CPD PRESENTERS

SAIPA a leading accountancy institute in South Africa representing qualified Professional Accountants (SA) in practice, commerce and industry, academia and the public sector with over 10 000 members and over 40 years of experience.

The South African Institute of Professional Accountants (SAIPA) is calling for Expression of Interests for the appointment of suitably qualified and experienced experts to serve as CPD Workshop Presenters and Speakers for the year 2023.

The purpose of this call for Expression of Interest is to solicit applications for speakers in various topics to establish a pool of experts for the various CPD Topics.

In fulfillment of the above, SAIPA invites interested parties to respond to the Expression of Interest in the following CPD Topics:

  • ABC of Running a Business (Separation of owner and business)
  • Accounting for Farming (Biological Assets & Livestock) IFRS for SME
  • Activity models, Sensitivity Analysis, Sequences Modelling, Score Cards
  • Anti – Corruption / Money Laundering / FICA / Fraud & Corruption
  • Assessed Losses / Ring Fencing
  • Audit Processes
  • BBEEE Codes (Intermediate Level)
  • BR Plans, successes and failures
  • Business Continuity & Succession Planning
  • Business Engineering
  • Business Plan
  • Business Valuations
  • Client Acceptance & Continuation
  • Compilation & Agreed Upon Procedures
  • Corporate Governance
  • Crypto Currency
  • CV and Resume & Interview Ready
  • Cybersecurity
  • Data Analytics & Business Intelligence
  • Deferred Taxation (IFRS and Tax)
  • Determining and Assessing Materiality
  • Digital Governance
  • Disposal of Business/Shares/Assets
  • Due Diligence
  • Emotional Intelligence
  • Ethical Leadership
  • Ethics & Technology
  • Ethics C&I and Public Sector (Directors Management Resp)
  • Ethics Update
  • Family Owned Businesses
  • GRAP Update
  • IFRS for SME Amendments
  • IFRS Update (4 Hours)
  • Impairment of All Assets (PPE, Goodwill, Debtors, Inventory) IFRS for SME & Tax Implications
  • Indicators of Liquidators and BR – Early Detection & Turnaround Strategies
  • Individual Taxes & Estate Planning
  • International Tax
  • ISQM1 & ISQM2
  • Laws & regulations (BCE, Companies Act, POPIA)
  • Leading Change & Change Management
  • Mergers & Acquisitions
  • MS Excel Intermediate
  • MS Excel Introduction
  • NCA
  • NOCLAR (C&I)
  • Objections, Appeals, Compromises, Auto Assessments
  • Other Taxes (DWT, Donations, Foreign Tax Credits, Reserve Bank)
  • Performance Based Budgeting
  • Planning your firm
  • Prior Year AFS / Prior Period Error & Tax Implications
  • Product Costing and Pricing Strategies
  • Property Practitioners Act
  • Public Value Management
  • Quality Control for Trainees
  • Reporting and Compliance Requirements for BRP
  • Risk of Non Compliance
  • Role, Power and Qualification of a BRP
  • Schools and NPO
  • Share Based Payments and Equity Transactions
  • Strategic Planning in times of uncertainty
  • Sustainability & ESG & Integrated Reporting
  • Strategic Planning in times of uncertainty
  • Sustainability & ESG & Integrated Reporting
  • Tax Amendments Specific Session
  • Tax Planning & Tax Risk Management
  • Tax Update
  • The Metaverse and its application in business
  • Vat Update & Exit Vat (M&A)
  • Wellness

Requirements:

  • Post graduate qualification related study to the relevant topic
  • Experience in related field/topic
  • Lecturing experience would be an added advantage

Presenters may be required to travel within South Africa and, CPDs will take place during working hours.
Interested parties should submit the following details;

  • A detailed CV,
  • Copy of their qualifications,
  • A copy of any affiliated professional body membership certificate,
  • Copy of ID
  • BBBEE affidavit (if applying as a business entity)
  • Valid Tax Clearance Certificate or SARS generated PIN
  • SAIPA SCM form (SSA1 Form Individual or SSA1 Form Company)
  • Declaration of interest (SSA2 Form)

Applications can be submitted via email to quotations@saipa.co.za with all requested documents and indication of which topic you are applying for.

Closing date: 4 November 2022

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REQUEST FOR PROPOSALS: PROVISION OF EXTERNAL AUDIT SERVICES

REFERENCE NUMBER SP/020/2022
DESCRIPTION PROVISION OF EXTERNAL AUDIT SERVICES
CLOSING DATE AND TIME 04 November 2022
  11:00am
TENDER BRIEFING N/A
PHYSICAL ADDRESS SAIPA™ House, Waterfall Park Vorna Valley
Midrand
Gauteng 1685
WEBSITE www.saipa.co.za

INTRODUCTION

SAIPA™ is inviting proposals from potential service providers for the following services:

Description of Services:

PROVISION OF EXTERNAL AUDIT SERVICES FOR A PERIOD OF FIVE (5) YEARS.

SAIPA™ is one of the leading accountancy institutes in South Africa with over 15 000 members and over 40 years of experience. SAIPA™ represents qualified Professional Accountants (SA)  in practice, commerce and industry, academia and the public sector.

SAIPA™ has been a pioneer in the South African economy, contributing to the advancement of the accountancy profession, influencing legislation and constantly transforming to keep abreast of business, financial and social developments in the country and internationally.

SAIPA™ is based in Midrand, Gauteng with regional representatives spread across the country and remotely interacting with the head office.

OBJECTIVE

The objective of this bid is to invite proposals from suitably qualified and reputable External Audit service providers that can provide and maintain appropriate external audit consulting services to the South African Institute of Professional Accountants (“SAIPA”).

SAIPA™ must comply with the provisions of its own organisational policies, statutory requirements and where possible, some of the provisions of the King Report on Corporate Governance. The suite of services to be rendered must therefore assist SAIPA™’s management committee to comply accordingly.

ROLE AND OBJECTIVES OF EXTERNAL AUDIT

The External Audit function will be an independently assessed function within SAIPA™, which provides an independent audit opinion on the financial statements, compliance to policies, legislative requirements and the management of the risks of the Institute for each financial year, covered by the terms of the audit appointment.

ORGANISATIONAL STATUS OF EXTERNAL AUDIT

The external audit panel will report to the Audit Committee of SAIPA™ functionally and to the Chief Executive (CE) administratively, and will promote and ensure:

  • the independence of external audits;
  • broad audit coverage;
  • adequate consideration of audit reports; and
  • the implementation of audit recommendations.

SCOPE OF EXTERNAL SERVICES 

The appointed panel will be required to:

  • Perform an audit of annual financial statements in accordance with full IFRS;
  • Express an audit opinion on the financial statements;
  • Perform the audit in compliance with International Standards on Auditing (ISAs);
  • Work in conjunction with internal auditors to provide combined assurance to the SAIPA™ board on the effectiveness of the internal control systems;
  • Communicate audit findings and recommendations to management and the Audit Committee, ensure they are fully aware of the implications to the operations of SAIPA™;
  • Review the financial information in the annual integrated report prior to publishing;
  • Attend and provide input to the Audit Committee and the Annual General Meeting when required to;
  • Any other statutory and regulatory requirements.
  • Note: No additional or non-audit services may be rendered by the appointed service provider.

FEES AND PAYMENT

Proposed fee structure based on the following:

  • Total annual hours
  • Average hourly rate
  • Reimbursement costs such as telephone, travel, stationery, and printing

CONTENT OF THE BID PROPOSAL

  • The following criteria will be critical to this RFP. Non-compliance herewith will invalidate the interested party’s response to this Invitation. Documentary proof will be required in cases and incomplete submissions will not be considered.
  • The proposal should  include the following:
    • A company profile clearly indicating relevant perceived strengths and weaknesses of the firm bidding, external audit experience, in-house skills, providing information which will assist SAIPA™ to assess its capabilities, capacity and competitive advantages , among other criteria
    • A tailored, proposed audit approach and methodology specific to SAIPA as a Non-Profit Organisation to be adopted to achieve the external audit objectives.
    • An organogram or list of partners, managers, specialists and assistants together with the curriculum vitae of the staff who will be available for the duration of the contract with SAIPA™. In addition, the team to be appointed to provide external audit services to SAIPA™ should:
      •  Remain constant for the duration of the contracting period.
      • Have the capacity and financial resources to source external expertise if and where necessary.
      • Consult with SAIPA should there be any staff changes during the course of the audit.
      • Have evidence of knowledge and understanding of the applicable laws and regulations;
    • Have reference letters, not older than 24 months, of previous external audit done as well as experience within the NPO space;
    • The service provider must supply the following mandatory information upon submission of its  proposal:
      • Proof of company registration
      • Valid SARS tax pin/tax clearance certificate
      • Valid BBBEE Certification/ Affidavit
      • Company ownership status
      • Company Profile
      • Recent two years Audited Financial Statements  or a letter from accounting officer/auditors certifying annual turnover
      • Proof of registration with Independent Review Board of Auditors (IRBA)
      • Completion of the Standard Bidding Forms

TECHNICAL REQUIREMENTS

  • The bidder must be registered in terms of the Audit Act as an accountant and auditor and engaged in public practice (Registration with IRBA – Independent Regulatory Board for Auditors);
  • Provide dedicated resources available for the external audit for the duration of the contract, as well as the qualifications and experience of such resources, (attach CV’s and qualifications);
  • Professional competence and integrity: The bidder should be professional and competent in the practice of external audit (attest function) as well as high ethical standards; Independence and objectivity must be assured by there not being any conflict of interest – perceived or otherwise;

VALIDITY OF PROPOSALS

The bidder is required to confirm that it will hold its proposal valid for 180 days from the closing date of the submission of proposals, during which time it will maintain without change the personnel proposed for the service together with their proposed rates.

APPOINTMENT, COMMENCEMENT AND DURATION

The successful bidder will sign a contract with SAIPA™ which will be valid for five (5) years subject to renewal reappointment on an annual basis at the SAIPA™ Annual General Meeting, based on an evaluation of the effectiveness as well as the independence and objectivity of the external auditors. Shortlisted candidates may be subject to an interview with Management and the Audit Committee.
The successful PROPOSAL EVALUATION bidders will have unlimited access to all appropriate information of SAIPA™ required to execute the external audit function within the normal working hours of the organisation.

PROPOSAL EVALUATION

In broad terms, SAIPA™ will assess proposals on the basis of the technical and financial criteria indicated above, to ascertain value for money, along with any other specific criteria that may be deemed pertinent during the selection process. The success of the bid will be determined by the ability of the firm to competently execute this assignment. The technical and financial components of the written proposal must be submitted in hard copies to the address listed below.

Phase 1: Technical Evaluation

The evaluation of the technical part of the proposal will be based on the candidate’s responsiveness to the terms of reference, as well as the application of the evaluation criteria and points system as indicated below. Each responsive proposal will be given a technical score.

CRITERIA SUB-CRITERIA SCALE WEIGHTING

 

Company Experience

The bidder must :

  • Demonstrate evidence of the firm’s substantial external audit experience within the NPO sector.
  •  have at least five (5) years’ experience in conducting external audits within the NPO sector. (Proof should be in the form of reference letters; reference letters should be legible and not older than two (2) years; referees must be contactable).

 

  • Referees will be contacted prior to the interview to be conducted and forms an integral part of the selection process.
Company profile provided detailing the company’s background, services offered and proven experience in the audit space

 

25

 

Less than 5 years with three (3) industry related (NPO) reference letters.

 

 

 

 

More than 5 years with three (3) industry related (NPO) reference letters.

 

 

Proposed plan  of action and methodology

 

 

 

 

Detailed methodology and approach designed and tailored specifically for SAIPA as an organisation and the inclusion of data analytics in the audit process.

 

 

Approach and methodology addressing parts of the scope of work

 

 

 

 

25

Re-organising the scope of work into a clear project plan, specifically designed for SAIPA
Re-organising the scope of work into clear business plan plus value add. This will include a detailed project plan with specific timeframes and deliverables based on
the scope of work specifically designed for SAIPA.

 

Experience in the external audit of Non- Profit Organisations

Proven experience, by means of appointment letters/contactable references from non-profit organisations; Reference should not be older than two (2) years Less than 2 contactable reference letters provided

 

10

Up to 5 contactable reference letters provided

 

 

 

 

 

Credentials of Audit Management Team

 

 

Bidder must provide CVs of key personnel to be allocated to the project.
CVs must clearly indicate personnel’s qualifications and experience in auditing, as well as all affiliations and membership to professional bodies.
CVs must be recent and updated; not older than 3 years and must include certified copies of qualifications.

List of key personnel with comprehensive CVs detailing qualifications and experience.

 

 

 

 

 

20

List of key personnel with comprehensive CVs detailing qualifications and experience. Evidence of relevant professional body membership and accreditation.
List of key personnel with comprehensive CVs with substantial external audit experience within the NPO sector and detailing qualifications and further experience. Evidence of relevant professional body membership and accreditation.

 

 

Ability to meet SAIPA requirements and support sustainability.

 

 

The bidder must submit a resource plan as well as demonstrate that they have the appropriate tools and resources to execute the project.

Provide a detailed organogram indicating resources within the firm.

 

 

 

20

Turnover fees for the past three years.
Turnover fees for the past three years and Indicate audit software and data analytic tools which will be used during the audit.
TOTAL 100

The minimum qualifying score is 70 points (out of 100). Bids that do not achieve the minimum score of 70 for functionality will not be evaluated further and will be subsequently disqualified.

Phase 2: Price and BBBEE Evaluation

Should the proposal be successful in the Technical Evaluation, the proposal will then be subject to evaluation based on pricing and B-BBEE criteria.

PRICING and B-BBEE

Proposed fee structure based on the following:

  • Total annual hours
  • Average hourly rate

Reimbursement costs such as telephone, travel, stationery        and printing

 

 

80

Preferential points will be awarded to bidders who provide valid  proof of their BBBEE status

20

SAIPA™ reserves the right not to accept any proposal and/or proposal with the lowest price

CONDITION FOR PROPOSALS

  1. All proposals must be submitted, in full, electronically to quotations@saipa.co.za. Incomplete proposals will not be considered.
  2. Proposals received after the set time (11h00am) will not be accepted, nor will any proposal submitted in hardcopy.
  3. The bidder must include a cover letter clearly stating the name of the firm and address and telephone number of the bidder’s representative.
  4. SAIPA reserves the right to request additional information from any or all of the bidders…
  5. SAIPA™ will not be liable for any cost incurred in the preparation of the proposal.
  6. SAIPA™ may invite bidders for an oral interview/ presentation prior to the approval of a proposal; however, SAIPA™ will not be liable for the costs incurred by the bidder in connection with such interview or presentation.
  7. SAIPA™ will keep the contents of the application strictly confidential.
  8. The information/data provided in this document, together with any subsequent issue of addenda of information/data is given in good faith for guidance of applicants. No warranties or representations are given regarding accuracy or completeness of such information.
  9. In terms of the Protection of Personal Information Act (POPIA), SAIPA has a legal duty to process bidders Personal Information and related details in a lawful, legitimate, and responsible manner.
  10. In order for SAIPA™ to discharge this duty, bidders hereby grant SAIPA™ express and informed permission to process the Personal Information submitted in their bid proposals.
  11. SAIPA™ reserves the right not to accept the lowest tender or any tender in part or in whole.
  12. SAIPA™ also reserves the right to award this tender to any party whom it decides as a whole or in part without furnishing reasons.
  13. SAIPA™ reserves the right to withdraw this tender at any stage with or without providing reasons.

DOCUMENTS TO BE COMPLETED AND SUBMITTED

Please complete and submit the following documents, available on our website, as part of your  proposal:

SUBMISSION OF PROPOSALS

Closing Date:04 November 2022
Closing Date: Time:11h00am
Submission address: quotations@saipa.co.za
Any enquiries regarding the bidding procedure may be directed to:

Contact Person: Inathi Mayekiso
Tel: 011 207 7840
E-mail address: IMayekiso@saipa.co.za
Any enquiries regarding technical information may be directed to:
Contact Person: Nomsa Mphigalale
Tel: 011 207 7840
E-mail address: nmphigalale@saipa.co.za

SAIPA™ does not take any responsibility for any procedural and substantive information obtained from a source other than the above-mentioned official. For more information about SAIPA™ and     directions to SAIPA™ offices see website: www.saipa.co.za

SPECIAL CONDITION

Bidders who do not have a fully resourced office in Gauteng, will not be considered.

REQUEST FOR PROPOSALS: SAIPA ICT AUDIT

REQUEST FOR PROPOSALS: SAIPA ICT AUDIT

Introduction

SAIPA™ is inviting proposals from potential service providers for the following services:

Description of Services: SAIPA ICT Audit

SAIPA™ is one of the leading Professional Accountancy Organisations (PAOs) in South Africa with over 15 000 members and over 40 years of experience.

SAIPA represents qualified Professional Accountants (SA), Professional Accounting Technicians (SA), Professional Tax Technicians (SA), Professional Tax Specialists (SA) and Professional Tax Practitioners (SA) in practice, commerce and industry, academia and the public sector.

For almost 40 years, SAIPA has been a pioneer in the South African economy, contributing to the advancement of the accountancy profession, influencing legislation and constantly transforming to keep abreast of business, financial and social developments in the country and internationally.

SAIPA is a member of the International Federation of Accountants (IFAC), the Pan African Federation of Accountants (PAFA). SAIPA is based in Midrand, Gauteng with regional representatives spread across the country and remotely interacting with the head office.

Terms of Reference

The purpose of this request for proposal is to appoint a service provider that will conduct an ICT audit for SAIPA for a period of one (1) year.

Scope of Work

The objective of this bid is to invite proposals from suitably qualified ICT Audit service providers that can provide and maintain appropriate ICT audit consulting services to the management of The South African Institute of Professional Accountants (“SAIPA”) and to the SAIPA™’s Audit Committee.

SAIPA™ must comply with the provisions of its own organisational policies, statutory requirements and where possible some of the provisions of the report on Corporate and Risk Governance. The suite of services to be rendered must therefore assist SAIPA™’s management committee to comply accordingly.

Proposed Fee Structure

Proposed fee structure based on the following:

  • Total annual hours
  • Average hourly rate
  • Reimbursement costs such as telephone, travel, stationery, and printing

Audit Area

IT Governance

Process Description
Ensured Governance Framework Setting & Maintenance
Ensured Benefits Delivery
Ensured Risk Optimisation
Ensured Resource Optimisation
Ensured Stakeholder Engagement
Management Review of Workpapers

IT Service Continuity

Process Description
Managed Continuity
Management Review of Workpapers

SDLC

Process Description
Managed Requirements Definition
Managed Solutions Identification and Build
Managed IT Changes
Managed IT Change Acceptance and Transitioning
Managed Projects
Management Review of Workpapers

User Account Management

Process Description
Review of SysAdmin accounts on Operating System
Review of SysAdmin accounts on Databases
Review of SysAdmin accounts on Applications
Review process over Allocating, changing and removing access
Management Review of Workpapers

 

Evaluation Criteria

Stage one – Compliance

Compliance with administrative requirement stated in the bid documents – at this stage bidders that fail to provide the required information may be disqualified for further evaluation.

Stage two – Pre Qualifying Criteria

CRITERIA SUB-CRITERIA    
Affiliation and Accreditation with members of a Professional Body ISACA; CISA; or Equivalent Confirmation letter of Valid Membership from the Institute provided by the tenderer

Membership

 

Y/N

Stage three – Functionality Evaluation

CRITERIA SUB-CRITERIA   WEIGHTING

 

Capability and background

Bidder must provide a business profile detailing experience providing similar services Less than 3 years providing similar services 30
3 -5 years providing similar services
More than 5 years providing similar services
Project Plan Bidder must provide a project plan – clearly outlining turnaround times Submitted restricted information project plan

 

30

Clear project plan reflecting timelines and
turn-around times aligned to provided scope

Credentials and

Experience

Credentials of

and experience    of the audit team.

CVs of audit team provided

 

 

 

20

Detailed CVs of all personnel to be assigned to the project.
A list of ICT Audit projects the audit team has successfully worked on.
References Provide at least  3 contactable references letters where similar work was provided Only a list reference submitted

 

 

20

3 – 5 reference letters submitted
More than 5 reference letters submitted
TOTAL  

Bids that score less than 70% of the points for functionality will be eliminated for further evaluation.

Stage four – Price Evaluation

Should the proposal be successful in the Technical Evaluation, the proposal will then be subject to evaluation based on pricing and B-BBEE criteria.

  • Pricing to be done according to the scope of work provide
  • All price quoted should be inclusive of VAT

The following weighting of criteria will be used for the evaluation of the proposals:

Pricing – 80 points

B-BBEE Points – 20 points

B-BBEE Status Level of Contributor Number of Points
1 20
2 18
3 14
4 12
5 8
6 6
7 4
8 2
Non-Compliant 0

SAIPA™ reserves the right not to accept any proposal and/or proposal with the lowest price.

Condition For Proposals

  1. All proposals must be submitted, in full, electronically to quotations@saipa.co.za. Incomplete proposal will not be considered.
  2. Proposals received after the set time (16h00) will be disqualified.
  3. The bidder must include a cover letter clearly stating the name of the firm and address and telephone number of the bidder’s representative.
  4. The bidder shall furnish such additional information that SAIPA™ may reasonably require.
  5. SAIPA™ will not be liable for any cost incurred in the preparation of the proposal.
  6. SAIPA™ may invite bidders for an oral interview/ presentation prior to the approval of a proposal; however, SAIPA™ will not be liable for the costs incurred by the bidder in connection with such interview or presentation.
  7. SAIPA™ will keep the contents of the application strictly confidential.
  8. The information/data provided in this document, together with any subsequent issue of addenda of information/data is given in good faith for guidance of applicants. No warranties or representations are given regarding accuracy or completeness of such information.
  9. In terms of the Protection of Personal Information Act (POPIA), SAIPA has a legal duty to process bidders Personal Information and related details in a lawful, legitimate, and responsible manner.
  10. In order for SAIPA™ to discharge this duty, bidders hereby grant SAIPA™ express and informed permission to process the Personal Information submitted in their bid proposals.
  11. SAIPA™ reserves the right not to accept the lowest tender or any tender in part or in whole.
  12. SAIPA™ also reserves the right to award this tender to any party whom it decides as a whole or in part without furnishing reasons.
  13. SAIPA™ reserves the right to withdraw this tender at any stage with or without giving reasons.

RFQ Submission

Bid documents must be submitted by email to quotations@saipa.co.za or hand delivered to the following address:

SAIPA™ House,

Waterfall Park Vorna

Valley

Midrand

 

All bids being submitted physically must be properly packaged and sealed.

All bids must be submitted by of 28 October 2022 by 16:00 pm, late submission will not be considered.

Compulsory Virtual Briefing must be attended by all bidders on the 13th of October 2022 at 12:00pm. Click here to join the meeting

 

Any SCM enquiries may be directed to:

Contact Person: Inathi Mayekiso

Telephone: 011 207 7840

Email: IMayekiso@saipa.co.za

 

Any enquiries regarding technical information may be directed to:

Contact Person: Thomas Nyamvura

Telephone: 011 207 7840

E-mail: thomas@saipa.co.za

Call for Expression of Interest

Call for Expression of Interest

The South African Institute of Professional Accountants (SAIPA) A leading professional accountancy institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 10 000 members (and growing) and over 40 years of experience.

SAIPA management is looking to appoint suitably qualified and experienced experts to act as service providers to the SAIPA Project Achiever Programme during the 2023 financial year.

The purpose of this call for expression of interest is to solicit applications for facilitators and markers in various topics on the programme.

In fulfilment of the above, SAIPA invites interested parties to respond to this Expression of Interest in the following categories:Expert knowledge on the following topics:

  • Financial Reporting
  • Financial Accounting
  • Taxation
  • Management Accounting
  • Financial Management
  • Financial Statements Engagements
  • Practice Management
  • Risk Management and Auditing

Prospective subject matter experts must meet the following minimum criteria in order to be shortlisted:

  • Postgraduate qualification, in any of the above related fields
  • Demonstratable experience in any of the above related fields
  • Previous facilitation experience would be advantageous
  • Willingness to render the above services on Saturdays (whole day) for approximately 20 weeks.
  • Attendance of a compulsory briefing session (contact or via zoom) once the appointment is confirmed
  • Interested parties should submit the following details;
  • Interested parties should submit the following details;
    • A detailed CV,
    • Copy of their qualifications,
    • A copy of any affiliated professional body membership certificate,
    • Copy of ID, BBBEE affidavit (Where Applicable)
    • Valid Tax Clearance Certificate or SARS generated PIN
    • Declaration of interest (SSA2 Form)
    • Supplier Application form (SSA1 Form Individual or SSA1 Form Company)

All the above documents and attempts to solicit information of any kind relative to this request should be made in writing to Inathi Mayekiso – quotations@saipa.co.za Enquiries will not be entertained after 16h00 on 25 November 2022.

Please insert subject “Project Achiever Facilitator” on the subject line of your application.

The Project Achiever Committee will review all applications received and notify individuals who have been appointed. Note that candidates who have not been contacted within two weeks of the closing date should consider their application unsuccessful.

Closing date: 25 November 2022 Closing Time: 16H00

Expression Of Interest - Markers (Thesis Submissions)

INVITATION FOR ALL MEMBERS WHO WOULD LIKE TO BECOME A PROFESSIONAL EVALUATOR MARKER

Marker

A Marker marks candidates’ work in line with detailed marking instructions and in accordance with SAIPA’s policy and procedures. The prime role is to ensure consistent application of competency-based marking when grading candidate’s examination.

Outline of duties

  • Attend scheduled meeting(s) as required by SAIPA
  • Mark to competence-based criteria in line with marking instructions (rubric marking)
  • Complete marking duties in accordance with specified procedures and timescales.
  • Submit a detailed Marker report in accordance with specified procedures and timescales

Selection Criteria

Marker candidates must:

Masters in Accounting submissions (Ref/Mas/1/2022)

We are looking for 2 markers

  • The candidate must have the following qualifications and or experience:
  • Must have a Masters qualification with at least 7 years lecturing, supervision and research experience at honors level OR
  • Must have a PHD qualification with at least 5 years lecturing, supervision and research experience at honors level
  • The candidate must have been published at least twice
  • The candidate will have 3 weeks to complete the assignment and submit their review results
  • Fee is R5000 for 5 papers
  • Be able to demonstrate excellence in assessing to competence-based criteria (rubric marking).
  • Be able to work professionally and co-operatively with other appointees’ staff.
  • Be able to demonstrate excellent organisational and administrative skills with an ability to meet deadlines.
  • Have a home computer or laptop with stable internet connection.
  • Be able to demonstrate rubric online marking.

Key Performance Measures for Markers

On completion of the duties outlined in the Marker contract specification, the Marker will be measured against the following Key Performance Measures (KPMs) and informed of the outcome in relation to their performance.

  • Mark agreed allocation in line with detailed marking instructions.
  • Submit marks, return marked materials where appropriate and complete administrative tasks by specified dates and in accordance with SQA policy and instructions.
  • Submit a detailed marker report on completion of marking allocation, providing feedback on examination performance.
  • Demonstrate behaviours’ outlined in the Terms and Conditions of Appointment which support SAIPA’s values.

Marker application requirements:

  • Mark agreed allocation in line with detailed marking instructions.
  • Submit marks, return marked materials where appropriate and complete administrative tasks by specified dates and in accordance with SQA policy and instructions.
  • Submit a detailed marker report on completion of marking allocation, providing feedback on examination performance.
  • Demonstrate behaviours’ outlined in the Terms and Conditions of Appointment which support SAIPA’s values.

Marker application requirements:

  • Professional Accounting (SA) qualification/designation approved by SAIPA or any other recognized professional bodies.
  • Knowledge within the business environment in the areas of Financial Reporting, Financial Accounting, Practice Management, Auditing/Risk Management, Taxation, Professional Engagements, Managerial Accounting (Management Accounting & Financial Management) with the golden thread of ethics and legal legislation.

Interested parties should respond with the following documents:

  • Detailed CV with a short biography indicating their area of expertise.
  • Motivational letter on how they can contribute to SAIPA’s assessing environment
  • Certified Qualifications and ID copy
  • Supplier applications form (SSA1)
  • Declaration of Interest (SSA2)

Please email required documents on or before 26 August 2022 by close of business to Inathi Mayekiso at IMayekiso@saipa.co.za

Call for Expression of Interest

The South African Institute of Professional Accountants (SAIPA) is a leading professional accountancy institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 15 000 members (and growing) and 40 years of experience.

The Services Seta in partnership with the North West Department of Economic Development, Environment, Conservation and Tourism (DEDECT) has appointed SAIPA as part of the Professional Bodies to deliver the Business Advisory Candidacy programme for fifty (50) learners within the North West Province. Business Advisory Services means all advisory services rendered to entrepreneurs or business owners to develop their capability to successfully establish, grow, improve and sustain their enterprise through an ongoing process of consultation. In this instance, Business Advisors or Business Consultants typically service the small business sector and start-ups. Small businesses and start-ups lack the means to pay for Business Advisory Services despite evidenced-based impact

The purpose of this call for Expression of Interest (EOI) is to appoint Employers to host candidates in their organisations under the Business Advisory Candidacy Program by doing the following:

  • To provide Business Advisory candidate with workplace experience from the 1 June 2022 until 28 February 2023

Brief background of the pool of learners
The candidates are graduates who hold a degree/diploma from universities; universities of technology and TVET colleges in mainly commerce related fields
Most of the candidates do not have prior experience but have already undergone intensive skills development training in business advisory.

The prospective host employer will be expected to expose candidates to the following areas in business advising:

  • Project management
  • Research management
  • Data analysis
  • Business, market, and competitor analysis
  • Risk management
  • Impact analysis – consequence management for stakeholders (corporate citizenship & King code & corporate governance),
  • Effective report writing and presentation
  •  Effective communication

To be eligible for appointment as a host employer you must have:

  • a business or practice in the North West province
  • The business or practice must have been in existence for more than three (3) years
  • There must be an experienced person within your organisation to supervise, support and report on the learner
  • To be able to host learners for workplace training

 

Benefits of being a Host Employer

  1. Candidate/s placed in the organisation are paid a stipend of R2 700 by SAIPA which lowers the direct cost of employing another person full time.
  2. (Host employer may decide to top up the learner stipend.)
  3. Opportunity to participate as an organisation with an Experienced Business Advisor/Coach in relation to the learner throughout the workplace training
  4. Candidates will have a Business Advisor/Coach appointed by SAIPA
  • Interested parties should submit the following details:
    • Completed EOI form indicating number of learners
    • Submit the Company profile SSA1: Supplier application form
    • SSA2: Declaration of interests and restrictions
    • Entity’s CIPC or equivalent Registration certificate
    • Proof of address for the organisation/business premises which should be preferably based in the North West province.

All the above documents and attempts to solicit information of any kind relative to this request should be made in writing to IMayekiso@saipa.co.za

The closing date for submissions is 17 June 2022 at 16:00. No late submissions will be accepted.

BECOME AN ACCREDITED SAIPA ASSESSOR

INVITATION FOR ALL MEMBERS WHO WOULD LIKE TO BECOME AN ACCREDITED SAIPA ASSESSOR

SAIPA is a Quality Assurance Partner of Quality Council for Trades and Occupations (QCTO). As a result of the changes in the educational landscape, SAIPA requires to ensure further accreditation of its assessors and to accredited new assessors. In addition, we are required to amend our assessor processes and Learnership Policy to align with the requirements of the International Federation of Accountants (IFAC).

On successful approval, assessors will develop the competencies of the participants to render services as Assessors and Moderators for the Accreditation of ATC’s and service providers as well as moderating ATC’s, trainees and service providers. Assessor responsibilities will include the following, but not limited:

  • Principles of assessment and moderation
  • The procedures and policies of SAIPA relating to Accreditation and monitoring
  • The Accreditation of ATC’s and service providers
  • Monitoring of ATC’s, trainees and service providers
  • The identification of findings and making of recommendations
  • Preparing an accreditation and monitoring report

Assessor skills required:

  • Report writing skills to SAIPA’s Acceptable standards
  • Ability to put a candidate at ease and help them demonstrate their skills and abilities.
  • Basic IT skills
  • Communication
  • Soft skills

Assessor application requirements:

  • Holding an Assessor/ Moderator qualification in terms of ETDP Seta.
  • Must be accredited/registered with FASSET as an assessor for SAIPA related qualifications.
  • Professional Accounting (SA) qualification/designation approved by SAIPA or any other recognized professional bodies.

Interested parties should submit the following details:

  • A detailed CV
  • Copy of qualifications
  • Motivational letter on how they can contribute to SAIPA’s assessing environment
  • Proof of Assessor/ Moderator qualification
  • Proof of accreditation/registration with FASSET
  • A copy of any affiliated professional body membership certificate
  • Copy of ID
  • BBBEE affidavit (if applying as a business entity)
  • Valid Tax Clearance Certificate or SARS generated PIN
  • SAIPA SCM form (SSA1 Form)
  • Declaration of interest (SSA2 Form)

Attempts to solicit information of any kind relative to this request should be made in writing to Inathi Mayekiso at quotations@saipa.co.za.

Note that candidates who have not been contacted within two weeks of the closing date should consider their application unsuccessful.

Closing date: None

Call for Expression of Interest

The South African Institute of Professional Accountants (SAIPA) is a leading professional accountancy Institute in South Africa representing qualified Professional Accountants (SA) in practice, business, academia and the public sector – with over 15 000 members (and growing) and 40 years of experience.

The Services Seta in partnership with the North West Department of Economic Development, Environment, Conservation and Tourism (DEDECT) has appointed SAIPA as part of the Professional Bodies to deliver the Business Advisory Candidacy programme for fifty (50) candidates in the North West Province. Business Advisory Services means all advisory services rendered to entrepreneurs or business owners to develop their capability to successfully establish, grow, improve and sustain their enterprise through an ongoing process of consultation. In this instance, Business Advisors or Business Consultants typically service the small business sector and start-ups. Small businesses and start-ups lack the means to pay for Business Advisory Services despite evidenced-based impact

The purpose of this call for Expression of Interest (EOI) is to appoint experienced Business Advisors and Mentors to participate in the Business Advisory candidacy program with the aim to:

  • Provide learners with Business Advisory and mentorship for the Candidacy program from 1 June 2022 until 28 February 2023.

In fulfilment of the above, SAIPA invites interested parties to respond to this Expression of Interest in the following categories:

  • The Business Advisor and Coach must be available from 1 June 2022 until 28 February 2023 based on flexible working hours
  • Each month provide a monthly Assessment report on the performance of trainee and Host employer
  • Be part of an independent Assessor of the Business Advisory logbook from SAIPA
  • Qualifications: The Applicant Business Advisor must have a minimum degree in either Engineering, Education, Finance, Computer Science, Business/Management, Information Systems, Information Technology, Marketing or Accounting.
  • A Professional Member Designation from SAIPA is an added advantage
  • A Master’s Degree in Business Administration is an added advantage

All the above documents and attempts to solicit information of any kind relative to this request should be made in writing to IMayekiso@saipa.co.za

The closing date for submissions is 17 June 2022 at 16h00 and no late submissions will be accepted.

 


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