RFQ for integrated business development, fundraising, and CRM software solutions (3-Year contract)

• Date issued: 06 July 2026.
• Closing date and time: 15 July 2026 at 11:00.

• Submission emails: [email protected], [email protected].
• Technical enquiries: Aviwe Rasmeni ([email protected]).
• Additional contacts: Seboko Bolofo ([email protected]), Namhla Moyeni ([email protected]).
• Physical address: 25 Queen Victoria Street, Cape Town, 8001.

• Submit via email to [email protected] and [email protected].
• Ensure complete documents are received by the deadline; the onus is on the bidder.
• Any alterations to the tender document (other than filling in bidder details and price) will disqualify the bid.
• Late submissions or incomplete documentation will be disqualified.
• Required forms: SBD 4 (Bidder's Disclosure) and SBD 6.1 (Preference Points Claim Form).
• Bidder declarations: No state employment conflicts, no relationships with Iziko staff, no collusion with competitors, no involvement in drafting specifications.
• Bids must be independent; joint ventures/consortia are exempt from collusion rules.
• False declarations may result in disqualification, contract cancellation, cost recovery, 10-year public sector restriction, or criminal prosecution.
• Iziko may reject bids based on poor past performance or litigation history.

Required deliverables: Fully licensed software subscriptions (36 months), user access/account management, implementation/configuration, training/onboarding, maintenance/technical support, updates/upgrades, documentation/reporting tools. Mandatory forms: SBD 4 (Bidder’s Disclosure), SBD 6.1 (Preference Points Claim Form), CSD report, tax verification, B-BBEE certificate, completed RFQ, pricing schedule.

• Preference points system: 80/20 (80 points for price, 20 for specific goals).
• Price formula: Ps = 80(1 - (Pt - Pmin)/Pmin).
• Specific goals: B-BBEE ownership (50%+ black ownership = 20 points, <50% = 10 points, 0% = 0 points).
• Proof required: B-BBEE certificate, company registration, identification documents, CSD report.
• Failure to submit proof forfeits points.
• Iziko may request additional verification at any stage.
• Must be registered on CSD with valid supplier number.
• Must have compliant tax status.
• Must not be listed on Register of Tender Defaulters or List of Restricted Suppliers.
• No directors/owners convicted of fraud or corruption in last 5 years.
• Must disclose any conflicts of interest.

• Scope: Provision, licensing, implementation, and support of integrated software solutions for 36 months.
• Required software: LinkedIn Sales Navigator, Asana, Adobe Creative Cloud (Photoshop, Illustrator, InDesign, Acrobat Pro, Premiere Pro), Canva Pro, Salesforce CRM.
• Deliverables: Licenses, technical support, updates, onboarding, user training, maintenance, reporting tools.
• Expected outcomes: Improved fundraising, stakeholder management, operational efficiency, project tracking, marketing consistency, and data-driven decision-making.
• Service location: Iziko South African Museum.
• Service provider must: Configure software per departmental requirements, assist with user setup/access, customize systems, ensure interoperability between platforms.
• Provide onboarding/training, user guides, and knowledge transfer.
• Deliver ongoing technical support, maintenance, updates, and upgrades with minimal disruption.
• Enable reporting/analytics, dashboard development, and performance insights.

• Configure software per departmental requirements.
• Assist with user account setup and access management.
• Provide system configuration and customization where required.
• Ensure interoperability between software platforms where integration is available.
• Provide onboarding and user training for designated staff members.
• Supply user guides, manuals, and training materials.
• Facilitate knowledge transfer sessions.
• Provide ongoing technical support throughout the contract period.
• Respond to software-related incidents, queries, and technical issues within agreed service levels.
• Facilitate software maintenance, updates, and upgrades.
• Ensure minimal disruption to operations during maintenance activities.
• Provide access to reporting and analytics functionality.
• Assist with development of dashboards and reporting templates.
• Support generation of insights for fundraising, stakeholder engagement, business development, and operational performance.

• Submit a detailed cost schedule for the 36-month period, inclusive of VAT, disbursements, and escalations.
• Breakdown must include: software licensing/subscriptions, implementation/configuration, training, technical support/maintenance, reporting/performance monitoring.
• Clearly indicate renewal terms and any value-added services.

• Submit a detailed cost breakdown inclusive of VAT, disbursements, and escalations (if applicable) for the full 36-month contract.
• Breakdown must include: software licensing/subscriptions, implementation/configuration, training, technical support/maintenance, reporting/performance monitoring.
• Clearly indicate renewal terms and any value-added services.
• Payment terms: Not specified.

• Mandatory documents: CSD report (with supplier number), Tax Status Verification PIN, completed RFQ document, valid B-BBEE certificate or sworn affidavit.
• Disqualification risks: Incomplete submissions, late delivery, non-registered CSD status, non-compliant tax status, or fraudulent declarations.
• Bidders must confirm no conflicts of interest, no convictions for fraud/corruption, and no listings on the Register of Tender Defaulters or Restricted Suppliers.
• Bidders must complete SBD 4 (Disclosure) and SBD 6.1 (Preference Points Claim Form).

• B-BBEE ownership criteria for preference points: 50% or more black ownership = 20 points, less than 50% = 10 points, 0% = 0 points.
• Required proof: Valid B-BBEE certificate, company registration, identification documents, CSD report.
• Points are allocated under the 80/20 system’s specific goals (20 points total).

• Contract duration: 36 months from appointment, subject to annual budget availability and satisfactory performance.
• Service provider obligations: Supply licenses, ensure uninterrupted access, provide technical support, facilitate updates/upgrades at no additional cost, offer onboarding/training, and comply with licensing regulations.
• Contract formation: Proposal and documentation form the basis for negotiation; mere offer/acceptance does not constitute a contract.
• Iziko reserves the right to reject any quotation or withdraw the RFQ.

• Mandatory documents: CSD report (with supplier number), Tax Status Verification PIN, completed RFQ, detailed pricing schedule, valid B-BBEE certificate or sworn affidavit.
• Disqualification: Late submissions, incomplete documents, non-registered CSD status, non-compliant tax status, or alterations to tender documents beyond bidder details/price.
• Bidders must complete SBD 4 (Disclosure) and SBD 6.1 (Preference Points Claim Form).

Table 1: BRIEF & SPECIFICATIONS and Subscription 1. Software Licensing and Subscription Management The service provider shall: Management

• Supply all required software licenses and subscriptions for the duration of
• Ensure that all licenses are legally compliant and obtained directly from the Navigator software vendor or an authorized reseller.
• Manage license renewals, upgrades, and subscription administration throughout the contract period. 3. Asana Project
• Provide access to the latest software versions and updates as released by the software vendors. Software 2. LinkedIn Sales Navigator to enable: Cloud Software
• Advanced prospecting and lead generation.