Appointment of a strategic planning consultant to facilitate kzngfa strategic planning session

Closing date: 12 November 2026 at 12:00

RFQ issued: 06 November 2026

Offer validity: 90 days from the closing date

Facilitation dates:

• Executive Management and Management Team session: two days between 17 and 20 November 2026.
• Board of Directors session: two days between 30 November and 3 December 2026.

No compulsory briefing or site visit is stated.

Bidding procedure enquiries

• Contact: Sijabulile Ntshangase
• Role: Procurement Officer
• Email: [email protected]
• Telephone: 031 372 3720

Technical enquiries

• Contact: Mxolisi Dlamini
• Email: [email protected]
• Telephone: 031 372 3720
• Availability: 08:00 to 16:30, Monday to Friday

Submission

• Method: email
• Email: [email protected]
• Attention: Sijabulile Ntshangase

Submission method: email

Submission email: [email protected]

Attention: Sijabulile Ntshangase

Closing time: 12:00

Late submissions will not be accepted.

Returnable documents (all must be completed, signed and included):

• Signed RFQ document with bidder details completed.
• SBD 1 (Invitation to Bid): bidder and contact details, signed as the offer cover page.
• SBD 4 (Declaration of Interest): discloses whether any director, shareholder or controlling person is employed by the state or connected to anyone at KZNGFA; a false declaration disqualifies the bid.
• SBD 6.1 (Preference Points Claim): claims specific-goal points under the 80/20 system.
• CSD registration report confirming tax compliance status (MAAA).
• Company profile detailing experience and expertise in strategy formulation.
• One-page CV of the lead facilitator in the Annexure B format, plus copies of all qualifications and certifications listed on the CV.
• Up to three contactable reference letters on client letterhead, signed, dated and not older than 5 years.
• Annexure A pricing schedule, signed and stamped, with the offer valid for 90 days from the closing date.
• Proof of authority to sign (e.g. company resolution) where the signatory is not a director.

Disqualification risks:

• Any mandatory document omitted or unsigned.
• Submission received after the closing time.
• Any director or shareholder in the service of the state.
• Failure to submit the one-page CV in the Annexure B format scores zero for experience.

Three-stage evaluation:

Stage 1 — Compliance with mandatory requirements

• Pass/fail screening of the returnable documents listed under submission guidelines.
• Any missing mandatory item renders the bid non-responsive.

Stage 2 — Functionality (50 points)

• Minimum qualifying score: 35/50 (70%). Bids below 35 are not evaluated further.
• Reference letters (15 points): three relevant letters = 15; two = 10; one = 5. Letters must be on client letterhead, signed, dated and not older than 5 years.
• Qualification of the facilitator (10 points): postgraduate degree = 10; relevant undergraduate qualification = 5; irrelevant or lesser qualification = 0. No proof attached = 0.
• Experience of the facilitator (10 points): 6 years or more relevant strategy formulation experience = 10; 0 to 5 years = 5; less than 5 years = 0. No one-page CV in Annexure B format = 0.
• Methodology and approach (15 points): fully aligned to scope, timeframes and project plan = 15; partially aligned = 10; generic and minimally meets requirements = 5; not submitted = 0.

Stage 3 — Price and specific goals (100 points, 80/20 system)

• Price: 80 points, scored on relative competitiveness.
• Specific goals: 20 points, allocated as follows:
• Black ownership: 51–100% = 10; 30–50% = 6; 5–29% = 4; 0–4% = 0.
• Black women ownership: 51–100% = 4; 30–50% = 2; 5–29% = 1; 0–4% = 0.
• Black youth ownership: 30–100% = 3; 5–29% = 2; 0–4% = 0.
• Disability: 30–100% = 3; 5–29% = 2; 0–4% = 0.
• Proof for specific-goal claims: B-BBEE certificate or sworn affidavit, CSD report, ID documents of owners, and a doctor's certificate or disability database confirmation where disability is claimed.

KZNGFA is not obliged to award to the lowest bidder or to any bidder.

Purpose: appoint a strategic planning consultant to facilitate KZNGFA strategic planning sessions for Executive Management and the Board, informing the five-year Strategic Plan and the Annual Performance Plan.

Scope of services:

• Review existing strategic documents, performance reports and relevant sector data.
• Engage the KZNGFA team to plan the workshop and confirm expectations.
• Prepare materials, presentations and exercises for discussion and decision-making.
• Facilitate the strategic planning sessions for Executive Management and the Board, including:
• guiding participation and engagement;
• fostering collaborative, inclusive dialogue and strategic reflection;
• guiding discussion of vision, mission, values, strategic outcomes and performance measures;
• facilitating SWOT analysis, scenario planning and other strategic planning techniques;
• documenting insights, decisions and action points.
• Report outcomes: consolidate a strategic planning report, present findings and recommendations to management, incorporate feedback and finalise the five-year Strategic Plan and Annual Performance Plan.

Strategic focus areas:

• Assess the provincial economic landscape and priority sectors (manufacturing, agriculture, tourism, ICT, logistics, property development) for catalytic investment opportunities.
• Reaffirm the KZNGFA mandate as a development finance institution supporting socio-economic development, job creation and transformation in KwaZulu-Natal.
• Interrogate the five-year Strategic Plan and identify additional strategic opportunities and priorities.
• Review the vision and mission statement for alignment with growth trajectory, investment strategy and provincial priorities.
• Define strategic outcomes, objectives and key performance indicators.
• Review and update the situational analysis for alignment with provincial and national development policies, the economic and investment environment, government priorities and development finance trends.

Duration: four days in total — two days with Executive Management and Management between 17 and 20 November 2026, and two days with the Board between 30 November and 3 December 2026.

Expertise required:

• Proven track record in strategic planning facilitation, with CVs of lead consultants.
• Public sector knowledge.
• Knowledge of the Revised Framework for Strategic Plans and Annual Performance Plans.

Bidders must submit a methodology and approach (15 points) that:

• Demonstrates knowledge of strategic planning principles, tools and best practice, and explains how management will be helped to translate strategic goals into actionable plans.
• Shows understanding of KZNGFA's context, mission, objectives, mandate, stakeholders and operating environment.
• Explains how information will be synthesised and findings presented effectively.

Scoring:

• Fully aligned to scope, timeframes and project plan = 15 points.
• Partially aligned = 10 points.
• Generic and minimally meets requirements = 5 points.
• Not submitted = 0 points.

Company profile: must detail the bidder's experience and expertise in strategy formulation.

Lead facilitator CV:

• One-page CV in the Annexure B format, covering role, qualifications and certifications, relevant experience and references.
• Copies of all qualifications and certifications listed on the CV must be attached.

Qualification scoring (10 points):

• Postgraduate degree in Strategic Management, Business Administration, Risk Management, Organisational Development or a related field = 10.
• Relevant undergraduate qualification = 5.
• Irrelevant or lesser qualification = 0.
• No proof attached = 0.

Experience scoring (10 points):

• 6 years or more relevant strategy formulation experience = 10.
• 0 to 5 years = 5.
• Less than 5 years = 0.
• No one-page CV in Annexure B format = 0.

Reference letters (15 points):

• Three relevant contactable letters = 15; two = 10; one = 5.
• Letters must be on client letterhead, signed, dated and not older than 5 years.

Other required expertise: public sector knowledge and knowledge of the Revised Framework for Strategic Plans and Annual Performance Plans.

Annexure A pricing schedule must be completed, signed and stamped, with the offer valid for 90 days from the closing date.

Line items:

• Facilitation of the Executive Management strategic session (2 days).
• Facilitation of the Board of Directors strategic session (2 days).
• Drafting of the KZNGFA Strategic Plan and Annual Performance Plan.
• Disbursements, quoted as an all-inclusive amount covering flights, accommodation and transport.
• Sub-total, VAT and grand total.

Pricing must be fixed and inclusive of VAT and all disbursement and accommodation costs.

Pricing format: fixed price, inclusive of VAT and all disbursement and accommodation costs.

Annexure A pricing schedule must be completed and signed, covering:

• Facilitation of the Executive Management strategic session (2 days).
• Facilitation of the Board of Directors strategic session (2 days).
• Drafting of the Strategic Plan and Annual Performance Plan.
• Disbursements, quoted as an all-inclusive amount covering flights, accommodation and transport.
• Sub-total, VAT and grand total.

Offer validity: 90 days from the closing date.

No bid security, performance guarantee, retention or turnover threshold is stated.

CSD registration

• Registration on the National Treasury Central Supplier Database (MAAA) is mandatory, with the report confirming tax compliance status.

Tax compliance

• A valid SARS tax compliance status PIN or a printed TCS certificate must be provided.
• Where a consortium, joint venture or subcontractor is involved, each party must submit its own TCS certificate, PIN or CSD number.

State employment

• No bid will be considered from a person in the service of the state, a company with such a director, or a close corporation with such a member.

B-bbee

• A B-BBEE certificate or sworn affidavit is required to claim specific-goal points; without it, no preference points are awarded.
• EMEs and QSEs may submit a sworn affidavit.

Mandatory returnable forms

• SBD 1: bidder details and signed offer.
• SBD 4: declaration of interest, including any state employment or connection to KZNGFA.
• SBD 6.1: claim for specific-goal preference points.
• Proof of authority to sign, such as a company resolution.

No CIDB grading or local-content threshold applies.

The successful bidder must complete and sign SBD 7 (written contract form).

Offer validity: 90 days from the closing date.

KZNGFA is not obliged to award to the lowest bidder or to any bidder.

No liquidated damages, termination clauses or penalty provisions are stated beyond the standard SBD 6.1 acknowledgement that fraudulent preference claims may lead to disqualification, recovery of costs, cancellation of the contract, restriction from public-sector business for up to 10 years, and criminal referral.

Stage 3 evaluation (price and specific goals) uses the 80/20 system:

• Price: 80 points.
• Specific goals: 20 points, allocated as follows:
• Black ownership: 51–100% = 10; 30–50% = 6; 5–29% = 4; 0–4% = 0.
• Black women ownership: 51–100% = 4; 30–50% = 2; 5–29% = 1; 0–4% = 0.
• Black youth ownership: 30–100% = 3; 5–29% = 2; 0–4% = 0.
• Disability: 30–100% = 3; 5–29% = 2; 0–4% = 0.

Proof for specific-goal claims: B-BBEE certificate or sworn affidavit, CSD report, ID documents of owners, and a doctor's certificate or disability database confirmation where disability is claimed.

Bids must pass Stage 1 compliance and score at least 35/50 on functionality before price and specific goals are evaluated.