Facilitation of cms council strategic planning session and development of the council report for the 2027/28 annual performance plan

Closing date: 28 August 2026, closing time: 11:00 AM. No briefing session or site visit is mentioned.

Bidding procedure enquiries: Bokamoso Legong, tel 012 431 0457, email [email protected]. Technical enquiries: Mulingoni Lambani, email [email protected]. Submission address: Block A, Eco Glades 2 Office Park, 420 Witch-Hazel Avenue, Eco Park, Centurion, 0157. Invoices to be emailed to [email protected].

Bids must be delivered by email to the address on the cover page (Block A, Eco Glades 2 Office Park, 420 Witch-Hazel Avenue, Eco Park, Centurion, 0157) before the closing time of 11:00 AM on 28 August 2026. Late bids will not be accepted. Bids must be submitted on the official forms provided and must not be re-typed. Bids must be registered on the bid submission register. Documents submitted via cloud solutions (WeTransfer, Google Drive, Dropbox) will not be considered. Submissions must be indexed in the following order: Annexure A/1 – completed and signed RFQ document including SBD documents; Annexure B/2 – mandatory evaluation documents; Annexure C/3 – technical evaluation criteria; Annexure D/4 – specific goals documents (CIPC, ID copies, disability letter, B-BBEE certificate or sworn affidavit); Annexure E/5 – other documents including company profile. Required returnable forms: SBD 1 (Invitation to Bid), SBD 4 (Declaration of Interest), SBD 6.1 (Preference Points Claim), and SBD 7 (Contract Form) for the successful bidder. Failure to complete and sign SBD 1, 4, and 6.1 may result in automatic disqualification.

Evaluation is in three phases. Phase 1 – Mandatory criteria: bidders must provide two testimonial letters (on company letterhead, including website, organisation name, contact person and details) proving they provided strategic review services/planning sessions to public sector clients; letters must be issued from January 2021 up to the closing date and relate to strategic review services/planning sessions. Bids must be submitted on time. Failure to meet any mandatory criterion leads to automatic disqualification. Phase 2 – Technical/functional evaluation (100 points): minimum 75 points required to proceed. Weightings: Expertise & Capabilities of proposed team (75 points total): Project Leader qualifications (10 points – PhD/Master's NQF 9 or above in relevant field; 0 if below NQF 9); team member qualifications (5 points – Bachelor's NQF 7 or above); Project Leader's experience in strategic planning in specified sectors (40 points – 0-2 years: 0, 3-5: 20, 6-7: 30, 8+: 40); team members' experience in public sector strategic planning (20 points – 0-1 years: 0, 2-3: 10, 4-5: 15, 6+: 20). Organisational Experience and Capacity (10 points): company experience in similar public sector services (0-2 reports: 0, 3-5: 5, 6-7: 7, 8+: 10). Strategic Approach & Methodology (15 points): project plan for facilitation and development of Strategic Plan, APP, Branch and Unit Operational Plans (no plan: 0; general plan not aligned with revised framework: 5; shows understanding: 10; shows understanding with clear steps: 15). Phase 3 – Price and Specific Goals (100 points): Price 80 points (detailed budget breakdown); Specific Goals 20 points: Historically Disadvantaged Individuals (5 points – 80-100% Black-owned: 5, 50-79.99%: 4, 20-49.99%: 3, 1-19.99%: 1, below 1%: 0); Size of Company (3 points – EME: 3, QSE: 2, Generic: 1); Black Woman-Owned Enterprise (5 points – 75-100%: 5, 51-74.99%: 3, 1-50.99%: 1, below 1%: 0); Ownership by People with Disabilities (3 points – 75-100%: 3, 51-74.99%: 2, 1-50.99%: 1, below 1%: 0); Ownership by Youth under 35 (4 points – 75-100%: 4, 51-74.99%: 3, 20-50.99%: 2, 1-19.99%: 1, below 1%: 0). Only bidders who complete and sign SBD 6.1 will be considered for preference points. CMS may require substantiation of preference claims.

The service provider will facilitate a council strategic planning session and develop the council report for the CMS Annual Performance Plan 2027/28. Scope includes: review of the CMS 2025–2030 Strategic Plan implementation; environmental and strategic analysis using PESTEL, SWOT, stakeholder analysis, scenario planning, risk assessment, and benchmarking; review of the Annual Performance Plan, programmes, performance indicators, targets, and Technical Indicator Descriptions (TIDs); design and facilitation of a strategic review workshop with the Council, Executive Management, and key stakeholders; development of a strategy implementation roadmap; preparation of a comprehensive Strategic Review Report; and knowledge transfer sessions on strategy implementation, performance management, and performance indicator development. Deliverables: Inception Report (with emphasis on King IV), Environmental Scan and Situational Analysis Report (including presentation), Strategy Implementation Assessment Report, Annual Performance Plan Review Report (including updated Programme Performance Information and TIDs), Strategic Review Workshop Facilitation and Report, Strategy Implementation Roadmap, Final Strategic Review Report and Executive Presentation, and Close-out Report incorporating all approved recommendations. The contract term is a maximum of five (5) months. The first draft of the five-year strategic plan is due for submission to the Executive Authority by October 31st. The successful bidder will work under the supervision of a CMS representative and must abide by the CMS Code of Conduct. The strategic review function is accountable to the Accounting Authority of the CMS. Bidders must be familiar with the Public Finance Management Act and National Treasury Regulations, the Department of Planning, Monitoring and Evaluation frameworks on strategic planning, the financial services industry, medical schemes industry, health care sector, and the regulatory environment. Required skills: facilitation, research, report writing and analytical skills, proven track record in similar work, experience in gathering and analysing documentation, experience in the Revised Framework for Strategic and Annual Performance Plans, and experience in the Theory of Change concept for planning in the public sector.

The service provider must deliver the project within five (5) months from the date of appointment, with the first draft of the five-year strategic plan due to the Executive Authority by October 31st. The service provider must develop a project plan using an appropriate project plan methodology, including any risk or control concerns. The service provider must maintain a professional management consulting staff with sufficient knowledge, skills, experience, and professional certifications. The service provider must ensure strategic staff review continuity for the duration of the project. The service provider must evaluate and assess significant merging/consolidating functions and new or changing services, processes, operations, and control processes. The service provider must issue periodic reports and present them to the EMC and Committees of the Accounting Authority as required. Payments will be made based on milestones/deliverables as per the project implementation plan agreed at inception.

The proposed Project Leader must have a PhD or Master's degree (NQF level 9 or above) in social or public management/administration, business management, economics, or equivalent, linked to public sector strategic planning. The proposed team members must have a Bachelor's degree (NQF level 7 or above) in a relevant field. The Project Leader must demonstrate involvement in strategic planning in national and provincial departments, government components, constitutional institutions, public entities, regulatory environments, and the healthcare sector. Experience levels: 0-2 years: 0 points, 3-5: 20, 6-7: 30, 8+: 40. Team members must demonstrate experience in strategic planning in the public sector: 0-1 years: 0, 2-3: 10, 4-5: 15, 6+: 20. The company must demonstrate experience in similar services in the public sector: 0-2 reports: 0, 3-5: 5, 6-7: 7, 8+: 10. Bidders must provide two testimonial letters from public sector clients for strategic review services/planning sessions, issued from January 2021 up to the closing date.

The goods supplied or services rendered must conform to the standards mentioned in the bidding documents and specifications. The bidder must permit the purchaser to inspect the supplier's records relating to performance and have them audited by auditors appointed by the purchaser. Pre-bidding testing, if any, is for the account of the bidder. If inspections are required, the premises of the bidder must be open for inspection by a representative of the Department. If inspections show supplies to be in accordance with contract requirements, the cost is defrayed by the purchaser; if not, the cost is defrayed by the supplier. Supplies that do not comply with contract requirements may be rejected, and the bidder must remove and substitute them at their own cost.

Payment: CMS will pay within 30 days after receipt of an original tax invoice, for work completed to its satisfaction. Payments are based on milestones/deliverables as per the project implementation plan agreed at inception. All invoices must be emailed to [email protected] and must reference the Purchase Order number. No services shall be delivered without an official Purchase Order from the CMS Supply Chain Management Unit. The validity period of the RFQ is 90 days.

Bidders must be registered on the Central Bidder Database (CSD) and provide the CSD number on SBD 1. Bidders must submit a SARS Tax Compliance Status (TCS) PIN or a printed TCS certificate; if no TCS is available, a CSD number must be provided. For consortia/joint ventures/sub-contractors, each party must submit a separate TCS certificate/PIN/CSD number. Bidders must submit a valid B-BBEE Certificate or Sworn Affidavit (for EMEs and QSEs) to qualify for preference points. Bidders must submit a National Treasury Central Bidder Database Report. Bidders must complete and sign SBD 1, SBD 4, and SBD 6.1. Bids from persons in the service of the state, or companies with directors who are in the service of the state, will not be considered. Bidders listed on the National Treasury's database of restricted bidders or tender defaulters will be disqualified. Bidders must submit certified copies of South African ID of Directors/Owners/Shareholders to claim HDI points; a medical certificate/letter from an accredited health professional to claim disability points; and CIPC documents to claim points for Black Women Owned and Youth Owned enterprises. Failure to submit proof for specific goals will mean those points are not claimed.

The contract will be for the term of the project, estimated at a maximum of five (5) months. The successful bidder will be required to sign a written contract form (SBD 7). The contract will be assessed and monitored in accordance with Supply Chain Management requirements. The validity period of the RFQ is 90 days. CMS reserves the right to extend the closing date under exceptional circumstances. CMS may cancel the award if the bidder engaged in corrupt or fraudulent activities. Bidders must not be listed on the National Treasury's database of restricted bidders or tender defaulters. The successful bidder must work under the supervision of a CMS representative and abide by the CMS Code of Conduct. CMS reserves the right not to appoint any bidder and to cancel the procurement process without liability. The bidder warrants that they have read, understand and agree with the terms and conditions of the RFQ. CMS will not be liable for costs incurred by bidders in preparing submissions. CMS may validate all claims made in the proposal. The General Conditions of Contract (GCC) apply, including provisions on performance security, inspection, and termination for default.

Evaluation is in three phases. Phase 1 – Mandatory criteria: bidders must provide two testimonial letters proving they provided strategic review services/planning sessions to public sector clients, and must submit bids on time. Failure leads to disqualification. Phase 2 – Technical/functional evaluation (100 points): minimum 75 points required. Weightings: Expertise & Capabilities of proposed team (75 points): Project Leader qualifications (10 points – NQF 9 or above), team member qualifications (5 points – NQF 7 or above), Project Leader's experience in strategic planning in specified sectors (40 points – 0-2 years: 0, 3-5: 20, 6-7: 30, 8+: 40), team members' experience in public sector strategic planning (20 points – 0-1 years: 0, 2-3: 10, 4-5: 15, 6+: 20). Organisational Experience and Capacity (10 points): company experience in similar public sector services (0-2 reports: 0, 3-5: 5, 6-7: 7, 8+: 10). Strategic Approach & Methodology (15 points): project plan for facilitation and development of Strategic Plan, APP, Branch and Unit Operational Plans (no plan: 0; general plan not aligned with revised framework: 5; shows understanding: 10; shows understanding with clear steps: 15). Phase 3 – Price and Specific Goals (100 points): Price 80 points (detailed budget breakdown); Specific Goals 20 points: Historically Disadvantaged Individuals (5 points – 80-100% Black-owned: 5, 50-79.99%: 4, 20-49.99%: 3, 1-19.99%: 1, below 1%: 0); Size of Company (3 points – EME: 3, QSE: 2, Generic: 1); Black Woman-Owned Enterprise (5 points – 75-100%: 5, 51-74.99%: 3, 1-50.99%: 1, below 1%: 0); Ownership by People with Disabilities (3 points – 75-100%: 3, 51-74.99%: 2, 1-50.99%: 1, below 1%: 0); Ownership by Youth under 35 (4 points – 75-100%: 4, 51-74.99%: 3, 20-50.99%: 2, 1-19.99%: 1, below 1%: 0). Only bidders who complete and sign SBD 6.1 will be considered for preference points. CMS may require substantiation of preference claims.