Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Issuing Organization
National Housing Finance Corporation LimitedLocation
Gauteng
Closing Date
13 Nov 2026
Documents available on tender detail page
Tender Type
Request for Quotation
Delivery Location
90 Grayston Drive - Sandton - Johannesburg - 2196
Organization Type
GOVERNMENT
Published
03 Nov 2026
OCDS Reference
ocds-9t57fa-176896
NHFC requires a service provider to support, maintain and enhance its sage CRM and loan management systems environment, including the first home finance web portal, the grant facilitation system and related integrations, for twelve months on an as-and-when-required basis capped at 70 support hours per month. The appointed provider takes over level 2 application support (NHFC staff handle level 1), corrective, preventive, adaptive and enhancement work, microsoft SQL server database support, release and deployment, documentation, knowledge transfer and orderly transition in and out. Bids are evaluated in phases, and the decisive hurdle is functionality: only bidders scoring at least 70 out of 100 proceed to price and preference points, with 36 of those points resting on the qualifications and project experience of five named key personnel. Proposals must be emailed to [email protected] By 13 november 2026 at 11:00, and any missing mandatory returnable document disqualifies the bid outright.
Closing: 13 November 2026 at 11:00, emailed to [email protected] as a single numbered PDF; late bids are rejected.
Mandatory returnables: tax compliance status PIN, company registration documents, B-BBEE certificate or sworn affidavit, current CSD report, SBD 1, SBD 3.3 pricing schedule, SBD 4, SBD 6.1, directors' ID copies and signed or initialled GCC — any omission disqualifies.
Functionality threshold: bidders must score at least 70 of 100 points to reach price and preference evaluation; the score covers technical capabilities (20), reference letters (15), methodology (20), personnel experience (36) and skills transfer (9).
Reference letters: five client letters for work completed after 30 April 2019, on client letterhead with a full description of services and signed contact details; NHFC contacts each referee and a non-response within 7 working days scores that letter zero.
Key personnel: a Service Delivery Manager, Sage CRM Technical Consultant/Developer, LMS Functional/Technical Consultant, Database Specialist and Integration Specialist must each be submitted with a CV, certified qualifications and, where applicable, Sage or OEM specialist certificates; foreign qualifications need SAQA verification or are ignored.
Pricing and payment: fixed prices in South African Rand including VAT on SBD 3.3, with payment within 30 days of substantiated invoices; the bid must remain valid for 60 business days from closing.
Disqualifying conduct: no canvassing of NHFC or SCM staff, no bid rigging, and no submissions from more than one company sharing a director or shareholder; NHFC runs background, due diligence and PEP checks and may reject on adverse findings.
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Date & Time
Friday, 13 November 2026 - 11:00
Venue
null
All queries and submissions to be sent to [email protected], Att kamogelo dagane on or before closing date and time.
Categories
Request for Quotation
90 Grayston Drive - Sandton - Johannesburg - 2196
Tenders in this industry often require registration with these bodies.
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AI Document Analysis Stages
Important Dates
Source: Annexure 10- GCC.pdf (TENDER)03 Nov
2026
Tender Published
Tender was published
13 Nov
2026
Closing Date
Tender closing date
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
These rules commonly apply to South African public-sector procurement.
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Act 108 of 1996 (s217)
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
Annexure 10- GCC.pdf
Consolidated CRM support and maintenance services for twelve months for the National Housing Finance Corporation Limited in Gauteng.
RFQ_CRM SUPPORT AND MAINTENANCE .pdf
NHFC seeks a 12-month contract for consolidated CRM support and maintenance of its Sage CRM-based systems including the Grant Facilitation System, Web Portal, and Loan Management Systems. The service provider must deliver application support (Levels 1-3), corrective and preventive maintenance, adaptive enhancements, system administration, security support, integration, database management, and knowledge transfer.
To download these documents and access AI-powered analysis, visit the main tender page.
Organization
National Housing Finance Corporation LimitedMatched by category & region
Free guidance to prepare before you bid
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Open Supplier Readiness HubMedian Estimate
R 449 129
Range
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Closing date and time: 13 November 2026 at 09:00
Briefing/site visit/clarification deadlines: Not stated in source document
Submission Guidelines
Source: Annexure 10- GCC.pdf (TENDER)Closing time: 09:00 on 13 November 2026
Tax clearance: Original tax clearance certificate issued by the South African Revenue Service must be submitted prior to award of the bid
Submission method: Not specified in source document
Evaluation Criteria
Source: Annexure 10- GCC.pdf (TENDER)Tax clearance: Original tax clearance certificate issued by the South African Revenue Service must be submitted prior to award of the bid
Preference point system: Not specified in source document
Minimum qualifying score: Not specified in source document
Technical Specifications
Source: Annexure 10- GCC.pdf (TENDER)Scope: CRM support and maintenance for twelve (12) months as described in the tender title
Deliverables: Not specified in source document
Quantities: Not specified in source document
Locations: Not specified in source document
Standards: Not specified in source document
Service levels: Not specified in source document
Capacity requirements: Not specified in source document
Financial Requirements
Source: Annexure 10- GCC.pdf (TENDER)Pricing: Prices must not vary from quoted amounts
Payment terms: Payment within 30 days of invoice submission
Performance security: Required as specified in SCC
Bid security amounts: Not specified in source document
Retention percentages: Not specified in source document
Financial capacity thresholds: Not specified in source document
Compliance Requirements
Source: Annexure 10- GCC.pdf (TENDER)Tax clearance: Original tax clearance certificate issued by the South African Revenue Service must be submitted prior to award
B-BBEE level: Not specified in source document
CIDB grading: Not specified in source document
CIPC registration: Not specified in source document
Professional registrations: Not specified in source document
Local content percentages: Not specified in source document
Description
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfProcurement: Consolidated CRM Support and Maintenance for 12 months
Client: National Housing Finance Corporation SOC Ltd (NHFC), a Schedule 3A public entity under PFMA, established 1996 by National Department of Human Settlements as a development finance institution for affordable housing
Business context: NHFC operates as wholesale funder through intermediaries (social housing institutions, property developers, contractors, non-banking retail intermediaries) across four financing channels; also manages First Home Finance subsidy programme for first-time homeowners
Systems landscape: Sage CRM-based solutions (Grant Facilitation System, Web Portal, Loan Management Systems) are business-critical for lending operations, customer relationship management, grant administration, workflow automation, reporting
Purpose: Ensure reliable, secure, sustainable support for in-scope systems; maintain technical capability, system knowledge, responsive support capacity; minimise operational/technology risks; enable timely incident resolution, knowledge continuity, effective maintenance, enhancement capacity
Objectives: continuity/stability of support; improved availability, reliability, performance, security; responsive incident/problem/service request management; controlled/auditable enhancements; current documentation and knowledge repository; internal capability development via knowledge transfer; measurable accountability via SLAs and reporting; orderly transition at start and exit
Scope covers: Sage CRM and LMS environment including associated applications, interfaces, databases, supporting environments
Key risk mitigation: structured service model with defined SLAs, technical capability, comprehensive documentation, knowledge transfer, transition/exit arrangements
Important Dates
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Closing date and time: 13 November 2026 at 11:00
Bid validity period: 60 business days from closing date (extendable on same terms)
No compulsory briefing or site visit mentioned in the document
Contact Information
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Enquiries (both SCM and technical):
Submission address:
Service delivery address: not specified in document (services rendered remotely/on-site as approved)
Submission Guidelines
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Submission method: email only
Submission email: [email protected]
Closing date and time: 13 November 2026 at 11:00
Format: all documents numbered per checklist, converted to a single PDF, emailed before closing
Mandatory returnable documents (failure to submit any disqualifies the bid):
Additional requirements:
Evaluation Criteria
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Evaluation in three phases:
Phase 1 – Administrative Compliance (pass/fail):
Phase 2 – Functionality Evaluation (minimum 70/100 points to proceed):
Section 1: Technical Capabilities – 20 points (10 criteria × 2 points each; all-or-nothing per criterion)
Section 2: Company Reference Letters – 15 points
Section 3: Proposed Methodology and Service Model – 20 points
Section 4: Experience of Personnel – 36 points (5 key roles)
Section 5: Skills Transfer – 9 points
Phase 3 – Price and Specific Goals (preference point system per PPPFA 2022; 80/20 or 90/10 not explicitly stated)
Technical Specifications
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Scope: Consolidated support and maintenance of Sage CRM and Loan Management Systems (LMS) for 12 months on an as-and-when-required basis
Systems in scope:
Integrations: Vodacom Bulk SMS API, FNB Fintegrate for collections
Support model:
Services required:
Deliverables and frequency:
Monthly support hours: maximum 70 hours for SLA
Contract term: 12 months from SLA signature, quarterly performance assessment and review
Methodology
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfBidder must submit a detailed Methodology and Service Model (Section 3 of functionality evaluation, 20 points) demonstrating:
Scoring rubric per criterion: 0 (no methodology), 1 (poor), 2 (fair), 3 (good), 4 (very good), 5 (excellent) for first criterion; similar scaled rubrics for others
Zero score for entire section if methodology not submitted, required milestone format not used, or schedule not aligned to Section 4 deliverables
Experience & Qualifications
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfCompany experience (Section 2, 15 pts):
Personnel experience (Section 4, 36 pts) – five key roles, each requiring:
Role-specific requirements:
Skills Transfer (Section 5, 9 pts): comprehensive plan with As-Is documentation and hands-on labs covering all required topics (LMS landscape, business processes, grant administration, solution architecture, CRM/LMS/Portal configuration); scoring 8-9 (detailed with labs), 5-7 (limited labs), 1-4 (basic/partial), 0 (non-compliant)
Quality Management
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfQuality standards aligned to NHFC ICT Project Management Framework:
Pricing Schedule
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfPricing Schedule (SBD 3.3) is mandatory and must be submitted as part of the bid response
Bidders who fail to submit SBD 3.3 will be disqualified
If a bidder does not complete the provided SBD 3.3 pricing schedule, they must submit a separate pricing schedule that aligns with NHFC’s requirements and must sign SBD 3.3 as acknowledgement of pricing requirements
All prices must be quoted in South African Rand on a fixed price basis, including VAT if applicable
Payment schedule defined in the Service Level Agreement (SLA)
NHFC undertakes to pay within 30 days from issuance of substantiated invoices
No payment for outstanding information not submitted by service provider
Service provider must maintain updated tax compliance status for duration of contract
Cost of compiling proposal remains bidder’s own cost, not reimbursable
Financial Requirements
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Pricing basis: fixed price in South African Rand, inclusive of VAT where applicable
Pricing schedule: SBD 3.3 mandatory; must be submitted and signed; alternative aligned schedule permitted only if SBD 3.3 signed as acknowledgement
Payment terms: NHFC undertakes to pay within 30 days from receipt of substantiated invoices per SLA payment schedule
No payment for outstanding information not submitted by service provider
Service provider must maintain updated tax compliance status for duration of contract
Cost of proposal preparation: borne entirely by bidder, not reimbursable
No bid security, performance bond, guarantee or retention mentioned
No minimum turnover or financial capacity threshold stated
Compliance Requirements
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdf (RFQ)Mandatory eligibility and compliance:
Key personnel certifications (required for full points in evaluation):
Background checks: NHFC reserves right to conduct background checks on bidding entity and directors/partners/trustees/shareholders/members/employees; adverse findings (state capture, fraud, corruption, audit misrepresentation, National Treasury restricted database, criminal investigations, reputational harm) may lead to disqualification
Due diligence and PEP checks on successful bidder
Zero tolerance for bid rigging/collusive behaviour; no proposals from multiple companies with common director/shareholder
Health & Safety
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfNot directly applicable (IT support and maintenance services). However, the following risk and compliance provisions apply:
Environmental
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfNo specific environmental or sustainability requirements stated in the document.
Contractual Terms
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfContract form: Service Level Agreement (SLA) to be signed by successful bidder
Contract period: 12 months from date of SLA finalisation and signature
Basis: as-and-when-required
Performance management: quarterly assessment and review; contract duration based on performance
Transition-in: detailed transition plan within period specified by NHFC; knowledge harvesting with NHFC and incumbent (where permissible); validation of access, environments, integrations, contacts, escalation routes; transition acceptance report for NHFC approval
Transition-out/exit: exit plan maintained from contract start; secure transfer of documentation, configuration records, source code, scripts, credentials, ticket history, outstanding work registers via NHFC-approved channels; cooperation with NHFC and successor provider; revocation of supplier access; return or secure disposal of NHFC information; written confirmation of completed exit obligations
Monthly support hours capped at 70 for SLA purposes
Payment within 30 days of substantiated invoices per SLA
Service provider must maintain tax compliance throughout contract
NHFC reserves right to reject proposals not compliant with scope of work/terms of reference
Due diligence, screening, vetting, PEP checks on successful bidder
Background checks on entity and directors/partners/trustees/shareholders/members/employees; adverse findings may disqualify
Zero tolerance for bid rigging/collusive behaviour; no multiple proposals from entities with common director/shareholder
Section
Source: RFQ_CRM SUPPORT AND MAINTENANCE .pdfCovered in main evaluationCriteria section. No additional criteria beyond the three-phase process described there.
Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.
Relevant because this is a South African public-sector procurement opportunity.
Act 5 of 2000
Covers preferential procurement and preference-point systems used in public tenders.
Relevant because this is a South African public-sector procurement opportunity.
Act 12 of 2004
Supports anti-corruption controls and supplier integrity in procurement processes.
Relevant because this is a South African public-sector procurement opportunity.
Act 28 of 2024
Provides the national framework for public procurement across government.
Relevant because this is a South African public-sector procurement opportunity.
Act 2 of 2000
Supports access to tender records, award decisions and public-sector procurement information.
Relevant because this is a South African public-sector procurement opportunity.
Act 3 of 2000
Supports lawful, reasonable and procedurally fair administrative tender decisions.
Relevant because this is a South African public-sector procurement opportunity.
Address
102 Stephen Dlamini Rd, Musgrave, Durban, 4001, South Africa
Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
2
Last checked
04 Nov 2026
AI status
Enhanced
Data conflicts
None detected
This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.
Contact
064-541-2836[email protected]nhfc.co.za102 Stephen Dlamini Rd, Musgrave, Durban, 4001, South Africa
Key Personnel
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