Drafting Successful Tender Proposals for Clients 2023

Available from

27 July, 2023

CPD

3

Course Category:

Accounting

To discuss how accountants can expand their service offering by assisting their clients to draft successful tender proposals. July 2023

R 450 VAT Incl.

Product Information

What you will learn

 

Attending this webinar will equip you with the following skills:

  • Have background knowledge of the public tendering system and common tender requirements.
  • Have an understanding of how to prepare clients to become tender ready.
  • Understand what tender briefing sessions are and the preparation thereof.
  • Be able to structure and submit smart tender proposals for clients.
  • Have knowledge of how to set up and establish a tender drafting unit in your advisory services.

 

 

Description

 

There are many reasons why tender bids are disqualified, with the most common reason being due to the proposal containing material deviations from the tender specifications or terms and conditions. 

 

Accounting practitioners, by virtue of their inherent skill to analyse and compile information, have the opportunity to apply this skill in drafting winning tender bids for their clients and expand their service offering in the process.

 

Price

 

The following pricing apply:

Adhoc: R450.00

Subscription: Included for free in Accountant in Practice and Accountant in Practice plus Tax.

 

Content

 

The webinar will cover the following topics: 

  • Background to the tender process. 
  • Tender readiness. 
  • Preparation of a tender briefing session.
  • Drafting smart proposals. 
  • Submitting complete proposals on time. 
  • Follow-up on proposal submissions.
  • Setting up a tender drafting service in your firm.

 

Requirements

 

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date.

 

Presenter

 

Wean Minnie 

Wean Minnie is a qualified CA(SA) who did his articles at PricewaterhouseCoopers. During his stay at PWC, Wean worked extensively with entrepreneurial businesses, typically SMMEs. From 2010 to 2020 he worked in the public sector, first at the Auditor-General for two years and then as Chief Financial Officer of the National Skills Fund for eight years. During this period he gained extensive experience in public sector grants related to skills development, especially grants provided by the National Skills Fund and the SETAs.  

Wean is currently a partner at Siyon Capital which was established to invoke thriving organisations through inspired purpose. Siyon Capital partners with entrepreneurs to help their businesses thrive. This includes unlocking capital for growth, developing and implementing routes to market, structuring the entrepreneurs’ businesses to improve their BBBEE scores and improving operational efficiencies. Wean, a devoted Christian, is happily married to his wife Lise and they have two children. 

 

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