Ibm planning analytics (tm1) professional support services – RFQ GSM084/2026

The document is a vendor application form for local and domestic stations, used to register a supplier with South African Airways. It does not describe the IBM Planning Analytics (TM1) support services scope.

Submission email: [email protected]

Vendor Master Authoriser (GSM): Bertus Steyn

Vendor Master Authoriser (Finance, Manager Accounts Payable): Tricia Ally

Submission method: email

Submission email: [email protected]

Completed vendor application form with all supporting documents must be emailed before the closing date.

Returnable documents:

• Vendor application form (AP Form 07, Rev 10): captures vendor, bank, tax and B-BBEE details; must be signed by an authorised representative.
• Cancelled cheque or stamped bank confirmation letter not older than one year.
• Latest valid B-BBEE certificate or affidavit.
• Latest valid tax clearance certificate or SARS pin on official SARS documentation.
• CSD registration report.
• Certified company registration documents.
• Certified copies of identity documents of shareholders.
• Certified shareholders' certificates.

Eligibility requirements (pre-qualification):

• Registration on the Central Supplier Database (CSD).
• Valid tax clearance certificate or SARS pin.
• Valid B-BBEE certificate or affidavit.
• Cancelled cheque or stamped bank confirmation letter not older than one year.

No evaluation scoring split or minimum qualifying score is stated in the document.

The document is a vendor application form for local and domestic stations; it does not specify the scope of the IBM Planning Analytics (TM1) professional support services.

Payment terms: 15 days from invoice (subject to GSM approval schedule).

No bid security, bond, guarantee or retention requirements are stated.

CSD registration: mandatory.

Tax: valid tax clearance certificate or SARS pin required.

B-BBEE: valid certificate or affidavit required; the form asks for B-BBEE certificate number, verification and expiry dates, applicable scorecard (EME/QSE/General), status level, enterprise development, value adding, and percentage black ownership, black women ownership, and black people with disabilities.

Company registration: certified company registration documents, certified ID copies of shareholders, and certified shareholders' certificates required.

Bank: cancelled cheque or stamped bank confirmation letter not older than one year.

SAA requires a suitably qualified and experienced IBM Planning Analytics (TM1) service provider to deliver specialist support, maintenance, administration, development, enhancement and advisory services for its Enterprise Performance Management platform. The platform underpins financial planning, budgeting, forecasting, management reporting, statutory reporting and business performance analysis. The service provider must ensure the TM1 environment remains stable, secure, scalable and fully supported to meet current and future business needs. SAA expects a fair and reasonable cost for all services and reserves the right to negotiate contract terms and pricing.

Closing date: 05 November 2026 at 12:00

Issue date: 30 October 2026

Validity of RFQ: 180 days

Submission emails:

• [email protected]
• [email protected]

Business unit: Global Supply Management

No named individual contacts provided.

Submission method: email

Submission emails: [email protected] and [email protected]

Maximum email attachment size: 2MB; larger files must be sent in parts or via a downloadable link. SAA is not responsible for corrupt or unopenable links.

Quotations must be received before the closing date and time; late submissions will not be considered.

Incomplete submissions will invalidate the quote and lead to automatic disqualification.

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

• SAA Vendor application and supporting documents (Annexure 1)
• SBD 4 (Declaration of Interest) (Annexure 2)
• General Conditions of Contract (Annexure 3)
• Valid Original Tax Clearance Certificate if SAA does not hold one
• Statements of compliance with supporting evidence for mandatory requirements
• CVs for proposed resources
• IBM partner letter and client references
• Copy of relevant IBM/TM1 Analytics Certification per resource

If not quoting, indicate so and return the email to the relevant procurement official.

Evaluation stages (sequential, but SAA may run them in parallel):

Step 1 – Administrative: verification that all returnable documents were submitted and signed by the closing date and time.

Step 2 – Substantive (Mandatory): 100% compliance with mandatory requirements. Failure to comply results in disqualification.

Step 3 – Technical functionality: minimum qualifying score of 75%.

Step 4 – Price (80 points) and Specific Goals (20 points).

Step 5 – Post-tender negotiations (if applicable) before Letter of Award.

Mandatory requirements (Phase 1):

• Minimum 5 years' experience in IBM Planning Analytics (TM1), including implementation and support in the airline/aviation industry.
• Provide IBM partner letter and references of clients in the airline/aviation industry.
• Submit qualifications and IBM Planning Analytics TM1 certified resources.
• Provide a copy of relevant IBM/TM1 Analytics Certification per resource.

Technical functionality (Phase 2, total 100%, threshold 75%):

• Methodology and mobilisation capability: 25% (full compliance = 25%, partial = 15%, non-compliant = 0%)
• Reference letters from TM1 clients (past 5 years): 35% (3 letters = 35%, 2 = 15%, 1 = 5%, 0 = 0%)
• Senior Solution Architect (K6) CV, qualifications, certifications: 20% (experience = 10%, IT qualification = 5%, certifications = 5%)
• Senior Functional Consultant (K5) CV, qualifications, certifications: 20% (experience = 10%, IT qualification = 5%, certifications = 5%)

Bidders must notify their references that SAA will contact them.

Phase 3 – Specific Goals (20 points):

• B-BBEE Level 1 or 2: 10 points (non-compliant or Level 3-8 = 0)
• 30% or more black women owned: 10 points

Evidence: B-BBEE Certificate / Sworn Affidavit / CIPC Certificate; for JV, a consolidated scorecard accepted as per DTIC guidelines.

Award is at SAA's sole discretion; SAA is not obliged to accept the lowest quotation and may withdraw the RFQ at any time.

SAA requires professional support services for its IBM Planning Analytics (TM1) environment, which supports financial planning, budgeting, forecasting, management reporting, statutory reporting and business performance analysis.

The TM1 environment supports critical processes including annual budget planning, monthly forecasting, management reporting, variance analysis, Exco and Board reporting, reporting to the Department of Public Enterprises and National Treasury, statistical reporting, flight schedule analysis, route contribution tool, financial modelling, and cost centre reporting.

Scope of services:

• Application support and maintenance
• Incident and problem management
• User support and training
• TM1 administration
• Security administration and user access management
• Data integration support
• Performance monitoring and optimisation
• Development of new models and enhancements
• Budgeting and forecasting process support
• Month-end and year-end reporting support
• Documentation and knowledge transfer
• Disaster recovery support
• Upgrade and patch management
• Technical and functional advisory services

Resource requirements:

1. Senior IBM Planning Analytics Solution Architect (K6):

• Minimum 15 years Enterprise Performance Management experience
• Minimum 10 years IBM Planning Analytics (TM1) experience
• Proven financial planning and budgeting implementation experience
• Experience supporting executive and board reporting environments
• Experience with large enterprise budgeting and forecasting processes
• Competencies: PAW, PAfE, TM1 Server Administration, Turbo Integrator, TM1 Rules and Feeders, Security Administration, Performance Tuning, Disaster Recovery Planning

2. Senior IBM Planning Analytics Functional Consultant (K5):

• Minimum 10 years TM1 consulting experience
• Strong finance and management reporting background
• Experience supporting budgeting and forecasting processes

Engagement may require resources on full-time basis, project-based allocation, ad-hoc operational escalation support, or after-hours airline operational support.

Bidders must provide a proposal outlining their methodology and mobilisation capability for IBM Planning Analytics support. Full compliance with all requirements scores 25%, partial compliance (addressing at least 50% of requirements) scores 15%, and non-compliance scores 0%. Bidders must also provide reference letters from TM1 clients with contact details, covering work done in the past 5 years demonstrating budgeting, forecasting and reporting experience. Letters must clearly state the nature and extent of work and be signed by a senior official of the client.

Mandatory experience requirements:

• Minimum 5 years' experience in IBM Planning Analytics (TM1), including implementation and support in the airline/aviation industry.
• Senior Solution Architect (K6): minimum 15 years EPM experience, minimum 10 years TM1 experience, proven financial planning and budgeting implementation, experience supporting executive and board reporting, and large enterprise budgeting/forecasting.
• Senior Functional Consultant (K5): minimum 10 years TM1 consulting experience, strong finance and management reporting background, experience supporting budgeting and forecasting.
• Both roles require an IT qualification and relevant IBM/TM1 certifications.
• CVs must demonstrate all mandatory qualifications, certifications and experience. Bidders must notify their references that SAA will contact them.

Prices must be exclusive of VAT and firm (fixed), subject only to statutory changes such as VAT. Pricing should be provided per individual component of the solution, based on technical and functional requirements. Service, pricing and availability will be considered. All purchases are made through an official purchase order; no delivery before receiving an official order/contract.

Prices must be exclusive of VAT.

Prices must be firm (fixed) and only subject to statutory changes such as VAT.

Pricing should be provided per individual component of the solution, based on technical and functional requirements.

Service, pricing and availability will be taken into consideration.

All purchases will be made through an official purchase order; no delivery before receiving an official order/contract.

SAA has the right to negotiate price and contract terms with the prospective service provider.

Bidders must be registered as an SAA vendor (Annexure 1).

A valid Original Tax Clearance Certificate must be submitted with the RFQ if SAA does not hold one; the vendor is responsible for ensuring SAA has a valid certificate at all times.

SBD 4 (Declaration of Interest) must be completed and submitted.

General Conditions of Contract must be accepted.

Mandatory experience: minimum 5 years in IBM Planning Analytics (TM1) with implementation and support in the airline/aviation industry.

IBM partner letter and client references required.

IBM/TM1 Analytics Certification per resource required.

B-BBEE: Specific Goals award points for Level 1 or 2 (10 points) and 30%+ black women owned (10 points). Evidence: B-BBEE Certificate, Sworn Affidavit, or CIPC Certificate; JV consolidated scorecard accepted.

The engagement is subject to SAA's operational requirements. Resources may be required on a full-time basis, project-based allocation, ad-hoc operational escalation support, or after-hours airline operational support. All goods and services are subject to the SAA General Conditions of Contract and Order. SAA may negotiate contract terms and pricing with the preferred bidder. Award is at SAA's sole discretion; SAA is not obliged to accept the lowest quotation and may withdraw the RFQ at any time.

The evaluation follows a five-step process: administrative responsiveness, substantive (mandatory) compliance, technical functionality (minimum 75%), price (80 points) and specific goals (20 points), and post-tender negotiations. Stages may be run in parallel, but passing a later stage does not imply passing earlier stages. Bidders must meet all mandatory requirements and the 75% functionality threshold to be considered for price and specific goals evaluation. Specific goals award 10 points for B-BBEE Level 1 or 2 and 10 points for 30% or more black women ownership; non-compliant or Level 3-8 bidders score 0 for that goal.

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

• SBD 4 (Declaration of Interest): discloses whether any director or shareholder is employed by the state or connected to anyone at the procuring institution; requires disclosure of all CSD-registered active companies linked to directors. A false declaration or failure to disclose disqualifies the bid.

Standard declarations required:

• Bidder must not be listed on the Register for Tender Defaulters or the List of Restricted Suppliers.
• Bidder must certify the bid is independent, non-collusive, and prepared without consultation with competitors or officials of the procuring institution.
• Full disclosure of all CSD-registered active companies linked to all directors is mandatory.