Appointment of a strategic planning consultant to facilitate a strategic workshop for office of the valuer-general on 24 – 25 november 2026 & develop annual performance plan for FY2027/2028

Closing date: 13 November 2026 at 11:00

Deliverable deadlines:

• Inception report: 17 November 2026
• Two-day strategic planning session: 24–25 November 2026
• Outcome report: 04 December 2026
• Draft Annual Performance Plan for FY2027/2028: 11 December 2026

Technical enquiries:

• Contact: Mr E Racoco
• Role: Office of the Valuer-General
• Email: [email protected]
• Telephone: 0605355775

Supply chain management enquiries:

• Contact: Mr Gobusamang Ishmael Sekwale
• Email: [email protected]
• Telephone: 012 036 3036
• Contact: Mr Conty Mokala
• Email: [email protected]
• Telephone: 012 036 3119

Submission email: [email protected]

OVG physical address:

267 Praetor Forum Building, 3rd Floor

Cnr Pretorius & Lilian Ngoyi Street

Pretoria, 0001

Postal address:

Private Bag X 874

Pretoria, 0001

Submission method: email only

• Email quotations to [email protected]
• Late submissions will not be accepted
• Quotation validity: 30, 60, 90 or 120 days (select one)
• Prices must be firm for the contract duration; non-firm prices will be rejected
• All prices must be VAT inclusive
• Banking details must match those on the CSD; failure may disqualify the quotation

Returnable documents:

• SBD 3.3 (Pricing Schedule – Professional Services): itemised pricing for each deliverable; incomplete form renders the bid non-responsive
• SBD 4 (Declaration of Interest): discloses any state employment or connections to the OVG
• SBD 6.1 (Preference Points Claim): claims specific goal points; proof of HDI status required
• Company profile
• Detailed methodology and proposed approach
• CVs of lead facilitator and team members
• At least three contactable references
• Examples of comparable projects completed
• Financial proposal
• Proof of facilitator qualification (NQF Level 7 degree)
• At least three reference letters for similar assignments within the past five years
• SARS tax compliance status PIN or printed TCS
• CSD registration number
• Bank account confirmation letter not older than three months

Evaluation stages:

1. Mandatory criteria (pass/fail)

• Lead facilitator holds a Bachelor's degree (NQF Level 7) in Public Management, Business Administration, Strategic Management, Public Policy, Economics, Development Planning, Monitoring and Evaluation, or a related field; proof of qualification required
• Lead facilitator has at least seven years' experience in strategic planning and facilitation; CV and at least three reference letters for similar assignments within the past five years required
• Submission of a methodology and proposed programme for the strategic planning session
• Non-compliance with any mandatory criterion renders the bid non-responsive

2. Preference point system: 80/20

• Price: 80 points
• Specific goals: 20 points
• Historically Disadvantaged Individuals (HDIs) who had no franchise before 1983 and 1993 Constitution: 10 points
• HDIs who are female: 5 points
• People with disabilities: 5 points
• Points for specific goals are calculated on the percentage ownership or shareholding of HDIs actively involved in and exercising control over the enterprise
• Proof of HDI status: valid CSD registration and supporting documents; failure to submit proof forfeits preference points but does not disqualify the bid
• A contract winner who claimed preference for HDIs may not subcontract more than 25% of the contract value to a non-HDI or a person not qualifying for the same or more preference
• If ownership changes after the closing date, the bidder must notify OVG and will forfeit preference points
• Preference points are not awarded to public companies and tertiary institutions
• For trusts, only persons who are both trustees and beneficiaries and actively involved in management may claim equity
• For consortia or joint ventures, points are based on the percentage of contract value managed or executed by HDI members

3. Tie-breaking:

• Highest points for specific goals
• If still tied, drawing of lots

Scope of work:

• Facilitate a two-day strategic planning workshop for OVG managers, senior management and executive management
• Develop the 2027/28 Annual Performance Plan

Key tasks:

• Review the existing strategic plan, including progress and challenges in implementing annual performance plans
• Consult with executive management to understand intentions and expectations for the session
• Assist OVG in consolidating the draft programme for the two-day session
• Apply planning tools such as SWOT and PESTEL analysis, and develop a theory of change covering impact, outcomes, outputs, activities, inputs, indicators and assumptions
• Define focus areas, priorities, strategic interventions and key result areas
• Align priorities and interventions with the 7th Administration's priorities and the National Development Plan
• Assess OVG's capacity, capabilities and set-up against its objectives and identified priorities
• Capture, analyse and refine workshop discussions for use in the Annual Performance Plan
• Produce a draft 2027/28 Annual Performance Plan compliant with the Revised Framework for Strategic Plans and Annual Performance Plans within two weeks after the workshop
• Present the Annual Performance Plan to the Management Committee
• Submit the final 2027/28 Annual Performance Plan as agreed with OVG
• Produce an outcome report within one week after the workshop

Deliverables and timeframes:

• Inception report detailing methodology, approach and timelines: 17 November 2026
• Two-day strategic planning session: 24–25 November 2026
• Outcome report: 04 December 2026
• Draft Annual Performance Plan for FY2027/2028: 11 December 2026

Project management:

• Provide a clear project plan with deliverables and timeframes
• Attend status and progress update meetings
• Notify OVG of any changes to key personnel evaluated during the contract

Methodology requirements:

• Submit a detailed methodology and proposed approach for the strategic planning session.
• Provide a proposed programme for the two-day session.
• The methodology must cover the use of planning tools such as SWOT and PESTEL analysis, and a theory of change.
• The inception report must detail the methodology, approach and timelines, due by 17 November 2026.
• The methodology and programme are mandatory criteria; failure to submit renders the bid non-responsive.

Lead facilitator qualifications:

• Bachelor's degree (NQF Level 7) in Public Management, Business Administration, Strategic Management, Public Policy, Economics, Development Planning, Monitoring and Evaluation, or a related field; proof of qualification required.

Experience:

• Minimum seven years' experience in strategic planning.
• Proven ability to facilitate executive and management planning sessions.
• Experience developing corporate or institutional strategic plans and knowledge of government policies and medium-term development plans.
• Public-sector, state-owned entity, municipality, development agency or comparable experience is an advantage.
• Submit CV and at least three reference letters for similar assignments completed within the past five years.

Competencies:

• Expertise in strategic analysis and planning
• Proficiency in stakeholder engagement and facilitation
• Strong project management capabilities
• Excellent report-writing and presentation skills
• Strong communication and interpersonal skills
• Advanced research skills
• Subject-matter expertise in land reform and land matters in South Africa
• Knowledge of real estate and valuation trends
• Strong leadership, organisational and multitasking skills

Proposal requirements:

• Company profile
• Detailed methodology and proposed approach
• Relevant experience, track record and CVs of lead facilitator and team members
• At least three contactable references
• Examples of comparable projects completed
• Financial proposal

Pricing schedule (SBD 3.3 – Professional Services):

• Bidders must complete and submit SBD 3.3 with a breakdown of prices per deliverable:
• Inception report: quantity 1
• Two-day strategic planning session: quantity 2 days
• Outcome report: quantity 1 draft report
• Draft Annual Performance Plan: quantity 1 draft document and report
• All prices must be VAT inclusive.
• Total price must be all-inclusive.
• Prices must be firm for the contract duration; non-firm prices will not be considered.
• Travel and accommodation are excluded; OVG will arrange and pay through its travel agency.
• Payment will be processed upon successful completion of deliverables.
• OVG will not accept price changes after implementation due to underquoting or overlooked costs.
• Failure to fully complete SBD 3.3 will render the proposal non-responsive.
• Banking details must be provided and must match CSD records.

Pricing:

• Prices must be firm for the contract duration; non-firm prices will not be considered
• All prices must be VAT inclusive
• Pricing must be submitted on SBD 3.3 (Professional Services) with a breakdown per deliverable:
• Inception report
• Two-day strategic planning session
• Outcome report
• Draft Annual Performance Plan
• Travel and accommodation are arranged and paid by OVG through its travel agency; pricing must exclude these costs
• OVG will not accept price changes after implementation due to underquoting or overlooked costs

Payment:

• Invoices will be processed upon successful completion of deliverables in line with the scope of work and timeframes

Bid security: none stated

Mandatory compliance:

• CSD registration: bidders must be registered on the Central Supplier Database
• Tax compliance: submit a valid SARS tax compliance status PIN or printed TCS; consortia, joint ventures and subcontractors must each submit separate proof
• SBD 4 (Declaration of Interest): disclose any state employment or connections to OVG officials; failure to disclose all CSD-registered active companies linked to directors will disqualify the bid
• SBD 6.1 (Preference Points Claim): claim specific goal points; proof of HDI status required
• Lead facilitator qualification: Bachelor's degree (NQF Level 7) in a relevant field; proof must be submitted
• Lead facilitator experience: at least seven years in strategic planning and facilitation; CV and at least three reference letters for similar assignments within the past five years
• Methodology and proposed programme for the strategic planning session

B-bbee:

• The 80/20 preference point system applies
• Specific goals: HDIs who had no franchise before 1983 and 1993 Constitution (10 points), HDI females (5 points), people with disabilities (5 points)
• Proof of HDI status: valid CSD registration and supporting documents
• Failure to submit proof forfeits preference points but does not disqualify the bid

Disqualification risks:

• Late submission
• Non-compliance with mandatory criteria
• Incomplete SBD 3.3
• Failure to submit banking details matching CSD
• Failure to disclose all CSD-registered companies linked to directors
• Submission of non-firm prices
• Qualification of the proposal with own conditions

Contract terms and conditions:

• Scope of work may not be amended without written confirmation from the Valuer-General or a delegated official.
• Award will be communicated by issuing a purchase order.
• The service provider must accept OVG's Supply Chain Management Policy and the National Treasury General Conditions of Contract.
• The proposal may not be qualified with the service provider's own conditions; any qualification will result in disqualification.
• Any deficiencies in the terms of reference must be identified before contract award; shortcomings discovered after award that affect the contract price are the service provider's responsibility.
• Non-compliance with any condition during the contract period may lead to cancellation on one month's notice.
• Pricing on SBD 3.3 must be fixed for the contract duration.
• The company and its employees may be subjected to positive security vetting and screening.
• The service provider must inform OVG of any changes to key personnel evaluated during the contract.
• By participating, bidders accept that their personal information may be published on OVG and National Treasury websites for compliance and transparency purposes.
• OVG will conduct business courteously and professionally.
• OVG will not accept liability for accounts or expenses incurred by the service provider that were not agreed upon.
• OVG will not accept liability for damage suffered by the service provider or its personnel during the project.