Legal claims resolution platform with support & maintenance – national RFI

Closing date: 16 October 2026

Closing time: 11:00 AM

No briefing session, site visit, or clarification deadline is stated.

Enquiries:

• Contact: Demand Management
• Email: [email protected]

All enquiries must be submitted in writing via email, referencing specific paragraph numbers where appropriate, before the submission date.

Submission address:

• Email: [email protected]
• Attention: SCM – Demand Management

Submission method: email

Submission email: [email protected]

Attention: SCM – Demand Management

Closing time: 16 October 2026 at 11:00 AM

Returnable documents:

• Completed bidder details form (name, registration, VAT, contact, addresses) and bidding structure (individual, joint venture, consortium, subcontractors).
• Mandatory compliance tick-box confirming the bidder is an OEM or accredited partner/reseller of the proposed solution.
• Completed pricing schedule (see financial requirements).

Disqualification risks:

• Bids received after the closing time.
• Bidders or directors listed on the National Treasury register for Restricted Suppliers or Tender Defaulters.
• Failure to comply with the mandatory OEM or accredited partner/reseller requirement.

This is a Request for Information (RFI), not a formal bid evaluation. The RAF will use responses to inform a future procurement process.

Mandatory requirement:

• The bidder must be the OEM of the proposed solution or an accredited partner/reseller. Compliance must be indicated by ticking the comply/not comply box.
• The RAF may request documentary proof of system ownership or OEM partnership/reseller accreditation.

Eligibility:

• Must be registered on the National Treasury Central Supplier Database (CSD).
• Tax matters must be in order before award.
• Bidders or directors on the National Treasury restricted suppliers or tender defaulters register are automatically disqualified.

No scoring split, minimum qualifying score, or preference point system (80/20 or 90/10) is stated for this RFI.

The RAF requires a Legal Claims Resolution Platform (LCRP) solution, including support and maintenance for 12 months.

Core capabilities:

• End-to-end management of legal claims: assessment of merits and liability, settlement processing, conflict claims management, negligence apportionment determination.
• Legal decision support based on legal rules and case law precedents.
• Management of legal case files, records, documentation, agreements, forms, and questionnaires.
• Electronic document signing.
• Task, workflow, and deadline management.
• Complete audit trail of all activities.

Legal knowledge and content management:

• Maintenance and enhancement of legal content.
• Updating templates, forms, precedents, and settlement documentation.
• Updating legal rules and negligence apportionment criteria from legislative changes or case law.
• Validation and deployment of amended content; all updates traceable and auditable.

Business process optimisation:

• Analyse claim processing efficiency and outcomes.
• Identify inefficiencies and bottlenecks.
• Recommend and implement workflow enhancements and automation.

Functional requirements:

• Configurable workflows for ordinary and conflict claims, settlement recommendations, reviews, approvals, correspondence generation, task allocation, escalations, deadlines, and reminders.
• Document and correspondence management with version control, secure storage, and digital signature integration.
• Reporting and analytics: claims performance, resolution trends, workflow performance, management dashboards, audit and compliance reports, legal outcome analysis. Reports configurable and exportable.

Technical requirements:

• Solution configuration aligned to RAF processes, including business rules, workflows, forms, templates, notifications, security profiles, user roles, and dashboards.
• Integration with RAF claims management systems, Guidewire components, reporting/analytics platforms, digital signature services, and secure data exchange.
• Data migration, validation, reconciliation, quality assurance, and integrity.
• Environments for development, SIT, UAT, and production.

Security and access management:

• Role-based access control, authentication, authorisation, user administration, segregation of duties, audit logging, monitoring, and access reviews.

Testing:

• Configuration validation, SIT, UAT support, regression testing, defect remediation, and production readiness verification.

Support and maintenance:

• Level 3 product support, incident investigation, problem management, root cause analysis, defect management, deployment of fixes and updates, vendor escalation.
• Continuous improvement: performance review, recommendations, implementation of approved enhancements, compliance with evolving legal requirements.

The bidder must provide a solution covering end-to-end legal claims management, including claim merits assessment, settlement processing, conflict management, negligence apportionment, legal decision support, case file management, correspondence generation, document management, electronic signing, and task/workflow/deadline management. The solution must maintain a complete audit trail. The bidder must also provide legal content maintenance and enhancement, business process optimisation, workflow configuration, document and correspondence management, reporting and analytics, solution configuration and administration, integration with RAF systems (including Guidewire), data management, environment support, security and access management, testing, and ongoing support and maintenance.

No specific experience or qualification requirements are stated for bidders or key personnel. The mandatory requirement is that the bidder must be the OEM or an accredited partner/reseller of the proposed solution.

The solution must maintain a complete audit trail of all activities. All configurations, legal content updates, and integrations must be documented and auditable. Data must be complete, accurate, and auditable. Testing must be evidenced before changes are promoted to production.

The pricing schedule must be completed with unit prices and totals for: software license costs, solution implementation costs, solution hosting costs, application support and maintenance (12 months), and business support (12 months). The total must be inclusive of VAT.

Pricing schedule (to be completed, inclusive of VAT):

1. Software license costs
2. Solution implementation costs
3. Solution hosting costs
4. Application support and maintenance (12 months)
5. Business support (12 months)

Total inclusive of VAT

No bid security, guarantee, retention, payment terms, or financial capacity thresholds are stated.

Mandatory eligibility:

• Registered on the National Treasury Central Supplier Database (CSD).
• Tax matters in order (valid tax clearance / tax pin) before award.
• Not listed on the National Treasury register for Restricted Suppliers or Tender Defaulters.
• Must be the OEM of the proposed solution or an accredited partner/reseller. Documentary proof may be requested.

No B-BBEE level, CIDB grading, local content, or other compliance thresholds are stated.

The contract is for the provision of a Legal Claims Resolution Platform, including support and maintenance, for a period of 12 months. The RAF reserves the right to appoint more than one bidder. No other contractual terms (termination, penalties, liquidated damages) are stated.

The RAF reserves the right to request bidders to perform system demonstrations and to submit proof of ownership of the proposed system or proof of OEM partnership/reseller accreditation.

The service provider must be an eligible, registered service provider under applicable law and included on the National Treasury Central Supplier Database. Tax matters must be in order before award. Bidders or directors on the National Treasury restricted suppliers or tender defaulters register are automatically disqualified. The RAF reserves the right to appoint more than one bidder. The bidder must be an OEM or accredited partner/reseller of the proposed solution, indicated by ticking the comply/not comply box. The RAF may request documentary proof of ownership or accreditation.

No additional evaluation criteria are stated beyond the mandatory OEM/accredited partner/reseller requirement and the eligibility conditions (CSD registration, tax compliance, not on restricted suppliers list).