Creative agency needed for postbank’s 2026 annual report design, production & printing

• RFQ Issued Date: 01 July 2026.
• Closing Date and Time: 08 July 2026 at 11:00am.
• RFQ Validity Period: 60 days from the closing date.
• No briefing or site visit dates are mentioned.

• Submission and Enquiries Email: [email protected] and [email protected].
• Physical Address for Delivery (if applicable): National Postal Centre (NPC), Cnr 497 Sophie de Bruyn & Jeff Masemola Streets, Pretoria, 0002.
• Reception Hours: Monday to Friday, 07:30 to 16:00.
• No telephone number or department contact is provided.

• Submit your quotation by email only to [email protected] and [email protected].
• Deadline: 08 July 2026 at 11:00am. Late submissions will not be accepted.
• You must complete and sign all Annexures and Standard Bidding Documents (SBDs).
• Failure to submit to the correct email address will result in disqualification.
• Do not deliver goods or services before receiving an official Postbank Award Letter or Purchase Order.

The bid is evaluated in three phases:

• Phase 1: Mandatory Requirements (Pass/Fail). Failure on any item leads to disqualification. Requirements are:

• Minimum 5 years' proven experience in annual report or similar corporate publication design.
• Submission of a detailed company profile and portfolio of relevant work.
• Three signed client reference letters on official letterhead, dated within the last 12 months, confirming similar services rendered in the last 5 years.
• Acknowledgement of project timelines and submission of a project plan demonstrating ability to meet them.
• Demonstration of capability and capacity with a detailed resource list and a signed undertaking.

• Phase 2: Functionality (Scored out of 100). Minimum qualifying score is 70 points. Scoring breakdown:

• Bidder Experience (40 points): More than 5 years = 40 points; 5 years = 25 points; less than 5 years = 0 points.
• Reference Letters (30 points): More than three signed letters = 30 points; three signed letters = 20 points; zero letters = 0 points.
• Team Experience & Qualifications (30 points): Awarded for submission of detailed, relevant CVs for Creative Director, Project Manager, Copywriter, and Editor.

• Phase 3: Price and Specific Goals (80/20). Price accounts for 80 points; Specific Goals (e.g., B-BBEE) account for 20 points.

Scope: End-to-end creative development and production of Postbank’s 2026 Annual Report (estimated 180-200 pages).

• Concept Development: Provide at least three distinct creative concepts demonstrating theme, layout, typography, imagery, and alignment with Postbank’s brand.
• Design and Layout: Full design ensuring consistency across all sections (executive messages, financials, governance, performance highlights, annexures). Include high-quality infographics and charts.
• Content Integration: Work with Postbank’s internal team to integrate supplied text, financial tables, and images.
• Editing and Proofing: Provide professional proofreading for accuracy, consistency, and correct grammar.
• Printing: Professionally print 40 high-quality, bound copies for the AGM with full-colour printing and durable binding.
• Additional Deliverables: Source and supply 50 executive pens and 50 A4 notebooks, both branded with Postbank logo, for the AGM. Items must be high quality.

Mandatory Requirements:

• Demonstrate proven experience in designing annual reports or similar corporate publications.
• Provide a portfolio of previous work, specifically annual reports or integrated reports.
• Show capability to handle large-format documents (150+ pages).
• Demonstrate experience in corporate branding and publication design.
• Be able to provide both creative design and print production services.

• The bidder must acknowledge the project timelines for concept development, design, review rounds, final artwork, print-ready files, and delivery of printed copies.
• Submit a project plan demonstrating the ability to meet these timelines.

• Mandatory: Minimum five years’ proven experience in annual report design or similar corporate publications.
• Submit a detailed company profile with a portfolio demonstrating relevant work.
• Provide at least three signed client reference letters from the last five years, on client letterhead, with contactable referees.
• Demonstrate capability and capacity to manage end-to-end design, layout, revisions, and print production within timelines.
• Submit detailed CVs for key personnel: Creative Director, Project Manager, Copywriter, and Editor, showing relevant qualifications and experience.

• Provide professional proofreading and quality assurance to ensure accuracy, consistency, and correct grammar.
• Ensure high-quality infographics, charts, and visual elements.
• Printing must use high-quality paper, durable binding, and full-colour throughout.
• Corporate gifts (pens and notebooks) must be of high quality and align with Postbank’s corporate standards.

• Submit a full cost breakdown on company letterhead, VAT inclusive, in ZAR.
• Cost items must include concept development, design, content integration, proofing, printing, and supply of branded pens and notebooks.
• No price changes after Purchase Order/Award Letter issuance.
• Postbank will not pay upfront.

• Only bidders meeting mandatory requirements and scoring at least 70 functionality points will be evaluated on price.
• Price evaluation uses the 80/20 preference point system (80 points for price, 20 for Specific Goals).
• Submit a detailed, transparent cost breakdown covering:

• Concept development and creative direction (3 concepts).
• Design and layout (180–200 pages).
• Content integration, formatting, and data presentation.
• Proofreading, quality assurance, and revisions.
• Pre-press preparation and print-ready artwork.
• Printing of 40 high-quality bound copies and supply of AGM branded notebooks and pens.
• Any additional costs (clearly itemized).

• All prices must be VAT inclusive (if VAT registered) and quoted in South African Rand (ZAR).
• No price changes will be accepted after an official Purchase Order or Award Letter is issued.
• Postbank will not pay upfront.

• Submit valid tax clearance and company registration documents.
• Complete and sign all Standard Bidding Documents (SBDs) and Annexures.
• Adhere to the General Conditions of Contract as prescribed by National Treasury.
• Specific Goals (e.g., B-BBEE) account for 20 points in the evaluation. Submit proof to claim these points.
• Ensure compliance with your tax obligations.
• Bidders listed on the Register for Tender Defaulters or List of Restricted Suppliers will be disqualified.
• Declare any conflicts of interest (e.g., state employment, relationships with Postbank officials, interests in other bidding enterprises).

• Specific Goals (which include B-BBEE) account for 20 points in the 80/20 evaluation.
• The applicable preference point system is either 80/20 or 90/10, to be determined by the lowest acceptable tender received.
• Points are allocated for Historically Disadvantaged Individuals (8 points), Women (7 points), and Disabled persons (5 points) under the 80/20 system.
• Submit proof/documentation to claim points for specific goals; failure to submit means points are not claimed.

• Postbank’s standard conditions of purchase apply.
• The recommended service provider must complete and sign Standard Bidding Documents (SBDs) and Annexures.
• No goods or services may be delivered before issuance of an official Postbank Award Letter or Purchase Order.
• The service provider warrants that pricing is error-free and commits to deliver at the quoted price.
• General Conditions of Contract as prescribed by National Treasury apply.

• Provide a minimum of three signed reference letters with contactable references for annual report design services rendered in the last 5 years. Letters must be on client letterhead, dated within 12 months of the bid closing, and include company name, contact details, description of services, project duration, and referee details.
• Complete a bidder’s declaration disclosing any state employment, relationships with Postbank officials, or interests in other related enterprises.
• Bidders are required to complete and sign all Standard Bidding Documents (SBDs) and Annexures and adhere to General Conditions of Contract.

• The evaluation follows a three-phase process: Mandatory Requirements, Functionality, and Price & Specific Goals (80/20).
• Mandatory requirements are pass/fail; failure leads to disqualification.
• Functionality requires a minimum score of 70/100 points, assessed on bidder experience, reference letters, and team qualifications.
• Price accounts for 80 points, Specific Goals for 20 points.