SERVICE DEFINITION
BANKSETA
IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria
(Programme 2)
Version 4
Generated on 9/25/2015
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Page 2 of 14
SERVICE DEFINITION
This document defines the complete service delivery scope for the BANKSETA's IEDP - General Banking UK & Tanzania (Programme1)
and Investment Banking USA & Nigeria (Programme 2) function at RSA, UK, Tanzania (Programme 1) & RSA, USA, Nigeria
(Programme 2). This document must be read in conjunction with the Service Levels Annexure, which defines the specific details of service
delivery and how it is measured. For purposes of this Service Definition (SD) the IEDP - General Banking UK & Tanzania (Programme1) and
Investment Banking USA & Nigeria (Programme 2) function is divided into the following functional areas:
 IEDP - General (Programme1) and Investment (Programme 2) Banking - Planning, Content/Curriculum, Implementation and
general requirements related to the International Executive Development Programme for General Banking (Programme 1)
in UK &
Tanzania and Investment Banking (Programme2) in USA & Nigeria
The following figure depicts the layout of the Service Definitions together with a general explanation of the intent and use of each section of
the Service Definition table:
#
Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Task - General description of the task, which together with the other tasks in this section describes the functional area.
A
B
C
D
E
Explanation:

Line 1 (Dark grey) – Header repeated on all pages.

Line 2 (Light grey) – Task name and task description. Repeated for every task in the functional area.

Service Definition consisting of the following sections:

A – Cross reference to accompanying Service Levels and Business Metrics (BM).

B – Service Element name. Where the Service Element contains more than one Service Definition this field is left blank for the second
and subsequent Service Definitions.

C – Service Element description. A description of the Service Element including pertinent information on internal and external influences
on the rendering of the service. Where the Service Element contains more than one Service Definition this field is left blank for the
second and subsequent Service Definitions.
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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
D – A detail description of Service Provider’s responsibility in the rendering of this service and a detail description of any relevant 3rd
party’s obligations and responsibilities in rendering this service.

E – A detail description of BANKSETA's retained responsibilities in the rendering of this service.
It is important to note that the format and layout of this document is part of the SourceIT™ methodology which is owned by iSource
Investment Holdings (Pty) Limited (iSource) and employed by Concise Consulting Services (Pty) Ltd and that no part of it may be used or
altered without express written consent from iSource.
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1.
Page 4 of 14
IEDP - GENERAL (PROGRAMME 1) AND INVESTMENT (PROGRAMME 2) BANKING
Planning, Content/Curriculum, Implementation and general requirements related to the International Executive Development
Programme for General Banking (Programme 1) in UK & Tanzania and Investment Banking (Programme2) in USA & Nigeria
#
Service
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Planning. - Provision of an overall plan covering the tailoring of existing material and implementation of generic and specific content
(to BANKSETA sector) for the International Executive Development Programme (IEDP) Programmes 1 and 2
PL1
Planning
Provision of an overall and detailed
plans covering all aspects of the
IEDP General Banking Programme.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Vet and approve overall and
detailed plans.

Provide input into the IEDP as
required.
Develop an overall plan with
timelines, outlining the
tailoring and scheduling of
training, site visits,
conferences, workshops,
including number, type,
anticipated duration, budgets
and resources.

Expand agreed overall plan
(above) into a detailed plan,
for the following months,
covering the tailoring of
components of the IEDP
Programme.

Expand agreed overall plan
(as per 1 above) into a
detailed implementation and
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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#
Service
Page 5 of 14
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
execution plan, for the
following months, for the
holding of training courses,
workshops and all related
components in order to
achieve BANKSETA's overall
objectives for this IEDP
Programme.

Present a plan showing the
interaction and
interdependencies of the
various role players including
inter-alia, BANKSETA Sector
representatives, Training
Institutions, etc. (including
responsibilities,
communication and
"reporting lines".
Tailoring of Programme Content. - Tailor and/or develop the content of existing or new specific IEDP Programmes, including,
training courses, workshops and networking events (which may require development to address specific Candidate needs).
PL2
IEDP
Programme
Content
Tailor existing or develop new
Executive Development
programme.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Define additional areas to be
included in the Programme
(ie, not listed above).


Ensure the Programme
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
Provide input into the IEDP
Programmes content, tailored
requirements and guidelines as
necessary.
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#
Service
Page 6 of 14
Description
Service Provider
Responsibilities
covers the following:

Relevant Programme
topics.

Programme assessment
plan.

Provide research support
and ultimately produce
completed action learning
projects in line with the
chosen topics per
syndicate

A brief outline per topic.

Key programme outcomes

Provide cultural activities
that will expose the
candidates to the
experience of living and
working in an
international city.

Provide support to the
syndicates through
leading edge coaching.

Arrange the required
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
BANKSETA Responsibilities

Vet and approve
tailored/developed content.
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#
Service
Page 7 of 14
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
company visits so that
they are able to support
the candidates both at
syndicate and group
levels.

Deliver local and
international faculty block
weeks. As such the
appointed business school
should provide for African
and International faculty
block weeks in
partnership with highly
rated business schools
internationally;

Prepare the candidates
for general management
and executive functions in
a highly competitive
General Banking
environment; as well as
Investment Banking
environment.

Be delivered through
integrated action learning.
As such the business
school should be able to
leverage on its existing
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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#
Service
Page 8 of 14
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
international networks
with Banks specifically in
London and Tanzania
(Programme 1) as well as
USA and Nigeria
(Programme 2), in order
to expose candidates to
high level company
practices.

Define quality standards to be
used.
Implementation of training courses and workshops - Implementation of generic and specific training courses/workshops, and
networking events.
PL3
Travelling &
Accommodatio
n
Requirements
Describes the Travelling &
Accommodation Requirements
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Arrange travel as follows:

Travel insurance for all
the delegates.

Provide proof of sufficient
insurance cover;

Ground transport to and
from all pertinent airports

All pertinent return flights
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
Vet and approve the tailored
travel plan including routes.
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#
Service
Page 9 of 14
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
between RSA, UK and
Uganda Tanzania
(Programme 1); as well
as RSA, USA and Nigeria
(Programme2)

PL4
IEDP training
courses/works
Implementation, execution and
facilitation of the IEDP
Arrange Accommodation as
follows:

Self-catering/hotel
accommodation per
delegate in UK and
Tanzania (Programme1)
and/or USA and Nigeria
(Programme 2).

Accommodation will only
be for the duration of the
programme in UK and
Tanzania (Programme 1)
and/or USA and Nigeria
(Programme 2).

Accommodation for the
local (RSA) retreat.

Workshop facilities for the
local retreat.
Service Provider will provide the
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
BANKSETA will provide the
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#
Service
hops
Page 10 of 14
Description
Programme.
Service Provider
Responsibilities
BANKSETA Responsibilities
following services:
following services:


Vet and approve
implementation.

Provide input as required.
Undertake the following:

Promotion of the
programme.

Venue selection and
booking

Certification of attendance
and successful
completion.

Catering/refreshments

General administration

Facilitation and
Presentation

Setting up of podcasts, Ecoach facility, webinars;

Course evaluation
feedback/ material and
evaluation results

Registration process of
delegates
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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#
PL5
Service
Company
visits/
Networking/
Conferences/
etc
Page 11 of 14
Description
Implementation and execution of
Company visits/ Networking/
Conferences/ etc, including coordination, organization,
management and facilitation.
Service Provider
Responsibilities
BANKSETA Responsibilities
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Undertake the following:

Arrange Guest Speakers

Venue selection and
booking

Delegate booking

Refreshments

General administration

Facilitation

Event evaluation
feedback/ material and
evaluation results

Provide support,
information and contact
details to candidates prior
to international visits, to
enable candidates to
familiarise themselves
with the companies.
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
Vet and approve
implementation.
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#
Service
Page 12 of 14
Description
Service Provider
Responsibilities

PL6
Assessment
and
Graduation of
Candidates
Assessment of Learners
BANKSETA Responsibilities
Provide support, information
and contact details to
candidates prior to
international visits, to enable
candidates to familiarise
themselves with the
companies.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:

Assess each candidate's
performance including that of
each syndicate.

Check and approve
arrangements for the
Graduation Ceremony.

Report on candidates'
performance.

Vet and agree panel members.

Organise and deliver a closing
and graduation ceremony in
order to recognise successful
candidates.

Recommend Graduation
Ceremony panel members.

Arrange for syndicates to
present research
presentations to panel
members at the Graduation
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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#
Service
Page 13 of 14
Description
Service Provider
Responsibilities
BANKSETA Responsibilities
Ceremony.
General - Project management, SLA compliance, Milestone reporting.
PL7
Progress
Reporting
Describes BANKSETA's
requirements related to progress
reporting.
Service Provider will provide the
following services:
BANKSETA will provide the
following services:


Attend monthly meetings.

Monitor the service provider's
progress.

Monitor performance against
SLA's.

Stop process if necessary.

Arrange "lessons learned"
workshop
Produce and distribute a
monthly milestone/progress
report.

Attend monthly meetings.

Attend monthly SLA
meetings.

Provide Project Management
and deliver the programme in
line with BANKSETA's PRINCE
2 project management
Methodology and approach.

Provide a conflict resolution
procedure.

Record meeting minutes.

Attend and actively
participate in "lessons
learned" workshop.
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
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#
Service
Page 14 of 14
Description
Service Provider
Responsibilities

BANKSETA Responsibilities
Assist as required with
internal and external audit
requirements.
BANKSETA - IEDP - General Banking UK & Tanzania (Programme1) and Investment Banking USA & Nigeria (Programme 2)
SourceIT™ Service Definitions – © 1999 – 2015 iSource
Commercial in Confidence
iSSM 1.9.86
Printed 2016/