Overview   

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. 

In this webinar, Wean Minnie CA(SA) will take you through specific steps you should follow to create  tender proposals that have high chances of winning. Join Wean on 25 July 2023 from 10:00 a.m. to 12:00 p.m. as he shows you how to add another advisory service to your portfolio through the drafting of tender bids for clients. 

Learning objectives  

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. 

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. 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

About the 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.  

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Accounting officers. 

• Financial managers/ directors. 

• Bookkeepers. 

• Trainee accountants. 

Price        

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R184 per person (up to 5 users) 

• Group Price 2 - From R121 per person (up to 10 users) 

• Group Price 3 - From R109 per person (over 11 users) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.