Facilitator for cmr board strategic workshop (polokwane, 21 sep 2026)

Closing date: 10 September 2026.

Closing time: 11:00.

Workshop date: 21 September 2026 (venue in Polokwane to be confirmed).

No compulsory briefing or site visit is mentioned.

SCM / bidding procedure enquiries:

• Contact: Maxine Mothotse
• Telephone: 083 275 5227
• Email: [email protected]

Technical enquiries:

• Contact: Bridgette Masha
• Telephone: 079 495 1442
• Email: [email protected]

Submission address: email to [email protected]

Submission method: email to [email protected].

Closing date and time: 10 September 2026 at 11:00.

Late bids will not be accepted.

Bids must be submitted on the official forms provided (not re-typed) and in the manner prescribed in the bid document.

Returnable forms — all must be completed, signed and submitted with the quotation:

• SBD 1 (Invitation to Bid): covers bidder details and offer signature; Part A includes foreign supplier questionnaire.
• SBD 3.3 (Pricing Schedule – Professional Services): ceiling price, hourly/daily rates per person, phased costs, travel and other expenses; offer valid for 90 days from closing date.
• SBD 4 (Bidder’s Disclosure): declares state employment, relationships with procuring institution staff, and interests in other enterprises; false disclosure disqualifies the bid.
• SBD 6.1 (Preference Points Claim): claims specific-goal points under the 80/20 system; supporting proof must be attached.

Proof of authority to sign (e.g. company resolution) must accompany the submission.

Disqualification risks: any returnable form left unsigned or omitted; submission after closing time; failure to provide CSD registration, valid tax compliance status (TCS PIN or CSD number), or proof of specific goals claimed.

Preference point system: 80/20 (price 80 points, specific goals 20 points).

Price points calculated using the formula Ps = 80(1 − (Pt − Pmin)/Pmin) where Pt is the tender price and Pmin the lowest acceptable tender.

Specific goals and maximum points (80/20 system):

• Black people ownership: 5 points (verified via CSD and company registration documents).
• Women equity: 3 points (CSD and company registration documents).
• Youth equity: 2 points (CSD and company registration documents).
• Disability: 2 points (medical certificate or equivalent).
• Promotion of small businesses: 3 points (staff complement and annual turnover).
• Enterprises located within Limpopo: 3 points (proof of address).
• Military Veterans: 2 points (Military Veteran Number).

Failure to submit proof for claimed goals means those points are not awarded.

The organ of state may require substantiation of any claim at any stage.

Minimum qualifying thresholds for functionality/technical competence are not stated in the document.

Scope: Appointment of a suitably qualified facilitator to support the Corridor Mining Resources (CMR) Board Strategic Workshop.

Workshop purpose: Review the five-year Strategic Plan and develop the Annual Performance Plan (APP) for the 2027/28 financial year.

Workshop date and location: 21 September 2026, Polokwane (venue to be confirmed).

Key deliverables:

1. Effective facilitation of the session with substantive input where necessary, enabling the team to reach own decisions.
2. Guide discussion to cover all important issues and keep the workshop on track.
3. Document key discussion points, outcomes, decisions and actions to inform the APP and strategic plan revision.
4. Produce three reports: Annual Performance Plan 2027/28, revised Strategic Plan (if applicable), and Action Plan.

Minimum competencies required:

• Proven track record in facilitation of corporate planning processes.
• In-depth understanding of planning tools, frameworks and policies within the public sector.
• Demonstrable capability in developing planning documents.

Minimum experience and qualifications required:

• Proven track record in facilitation of corporate planning processes.
• In-depth understanding and knowledge of planning tools, frameworks, and policies within the public sector.
• Demonstrable capability in developing planning documents (Strategic Plans, Annual Performance Plans, Action Plans).

The supplier must not disclose contract documents or information without the purchaser's prior written consent (GCC clause 5). The purchaser may inspect the supplier's records and have them audited by appointed auditors (GCC clause 5.4). No project-specific quality management standards, certifications or QA/QC plans are specified.

Pricing schedule (SBD 3.3) requires:

• Ceiling price for the full project (all phases, all expenses, all applicable taxes included).
• Hourly and daily rates for each person/position involved.
• Phased breakdown: cost per phase and man-days per phase.
• Travel expenses: specify rate/km, total km, class of air travel; only actual costs recoverable with proof.
• Other expenses: accommodation, telephone, reproduction, etc.; proof required.
• Offer validity: 90 days from closing date.
• Indicate whether rates are firm for the full contract period; if not, state adjustment basis (e.g. CPI).
• Period required for commencement after acceptance and estimated man-days for completion must be stated.

Pricing format: SBD 3.3 (Professional Services) – ceiling price covering all phases and expenses inclusive of all applicable taxes.

Bidders must provide:

• Hourly and daily rates for each person/position involved.
• Cost per phase and man-days per phase.
• Travel expenses (rate/km, total km, class of air travel, etc.) – only actual costs recoverable; proof required with certified invoices.
• Other expenses (accommodation, telephone, reproduction, etc.) – proof required with invoices.

Offer validity: 90 days from closing date (10 September 2026).

Rates may be firm or adjustable; if not firm, basis of adjustment (e.g. CPI) must be stated.

No bid bond, performance guarantee or advance payment terms are specified in the document.

Payment terms: not detailed beyond certified invoices for actual expenses; General Conditions of Contract (GCC) clauses 16 (Payment) and 17 (Prices) apply.

Mandatory registrations and status:

• Central Supplier Database (CSD) registration (CSD number required).
• Valid SARS Tax Compliance Status (TCS) PIN or printed TCS certificate; if no TCS, CSD number must be provided.
• Each party in a consortium/joint venture/sub-contractor must submit separate TCS PIN/certificate/CSD number.
• No bids considered from persons in the service of the state, companies with directors in the service of the state, or close corporations with members in the service of the state.

Returnable forms (compressed):

• SBD 1: Invitation to Bid and supplier information (includes foreign supplier questionnaire).
• SBD 3.3: Pricing Schedule for Professional Services.
• SBD 4: Bidder’s Disclosure (state employment, relationships, other interests).
• SBD 6.1: Preference Points Claim for specific goals under 80/20 system.

Proof of specific goals claimed in SBD 6.1 must be attached (CSD/company registration documents for ownership/equity, medical certificate for disability, proof of address for Limpopo location, Military Veteran Number for veterans).

Authority to sign (board resolution) must be submitted.

B-BBEE level or certificate is not explicitly required; specific goals replace traditional B-BBEE points.

CIDB grading, professional body registration, and local content percentages are not mentioned.

Contract governed by the General Conditions of Contract (GCC) July 2010; Special Conditions of Contract (SCC) would prevail if issued. Key GCC clauses include: definitions, application, standards, use of contract documents and information, patent rights, performance security, inspections/tests, packing, delivery, insurance, transportation, incidental services, spare parts, warranty, payment, prices, contract amendments, assignment, subcontracts, delays, penalties, termination for default, force majeure, termination for insolvency, dispute settlement, limitation of liability, governing language, applicable law, notices, taxes and duties, NIPP, prohibition of restrictive practices. The successful bidder must sign SBD 7.2 (Contract Form for Rendering of Services). No project-specific special conditions are detailed in the document.