Ibm planning analytics (tm1) professional support services for south african airways — RFQ GSM081/2026

SAA uses IBM Planning Analytics (TM1) as its strategic enterprise performance management platform for financial planning, budgeting, forecasting, management and statutory reporting and business performance analysis. It is used by Finance, financial controllers, executive management and other authorised users for decision-making, governance and reporting.

Processes supported

• Annual budget planning and consolidation; monthly forecasting and reforecasting.
• Monthly management reporting; variance analysis and financial performance reporting.
• Exco and board reporting; reporting to the Department of Public Enterprises and National Treasury.
• Statistical reporting and operational metrics; flight schedule analysis; Route Contribution Tool (RCT).
• Financial modelling and scenario planning; cost centre, departmental and operational reporting.

SAA requires a suitably qualified and experienced IBM Planning Analytics service provider for specialist support, maintenance, administration, development, enhancement and advisory services on the TM1 environment, keeping it stable, secure, scalable and fully supported.

Services required

• 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.
• New model development 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.

Required competencies

• IBM Planning Analytics (TM1) administration; TM1 model development and support.
• Planning Analytics Workspace (PAW); Planning Analytics for Excel (PAfE).
• Turbo Integrator (TI) processes; rules development and optimisation.
• Security administration; financial planning and budgeting models; forecasting and reporting models.
• Performance optimisation and troubleshooting; data integration and automation; financial reporting and analytics.

Closing date and time: 21 October 2026 at 16:00.

Issue date: 16 October 2026.

Quotation validity: 180 days.

Enquiries and submission

• Email: [email protected]
• Business unit: Global Supply Management, South African Airways SOC Ltd
• No named contact person or telephone number is given; bidders supply their own contact details on the written quote form.

Submission method

• Email only, to [email protected].
• Attachment limit: 2 MB per email. Larger submissions must be split across several emails or supplied as a downloadable link; SAA accepts no responsibility for links that are corrupt or cannot be opened.
• Quotations received after the closing time will not be considered. Late or incomplete submissions invalidate the quotation and the bidder is disqualified automatically.
• Quotation validity: 180 days.

Documents to submit with the quotation

• SAA Vendor application form and supporting documents (Annexure 1).
• SBD 4 (Declaration of Interest): discloses whether any director, shareholder or official has a state connection; a false declaration disqualifies the bid.
• SAA General Conditions of Contract (Annexure 3), signed to confirm acceptance.
• Original Tax Clearance Certificate where SAA does not already hold a valid one.
• Written quote form completed with vendor name, postal address, telephone, cell number, email address and contact person.

Disqualification risks

• Quotation received after the closing date and time.
• Incomplete submission, or any returnable document omitted.
• Any statement of compliance answered No, or answered without supporting evidence.
• Bid document not signed by an authorised representative.
• Goods or services delivered before an official purchase order or contract is issued.

Bidders who decide not to quote must notify the relevant procurement official by email.

Documents that must accompany the quotation

• SAA Vendor application form and supporting documents (Annexure 1).
• SBD 4 (Declaration of Interest): discloses whether any director, shareholder or official is employed by the state or connected to anyone at the procuring institution; a false declaration disqualifies the bid.
• SAA General Conditions of Contract (Annexure 3), signed to confirm acceptance.
• Original Tax Clearance Certificate where SAA does not already hold a valid one.
• Written quote form completed with vendor name, postal address, telephone, cell number, email address and contact person.
• Statements of compliance, each answered Yes with supporting evidence.
• IBM partner letter, airline/aviation client references, resource CVs, IT qualifications and IBM/TM1 Analytics certifications per resource.
• Reference letters from TM1 clients for work in the past five years.

Bidders who do not submit all returnable documents are disqualified from further evaluation.

Evaluation runs in five steps, generally in sequence; SAA may run steps in parallel, and being evaluated at one stage does not confirm that earlier stages were passed.

Step 1 — Administrative responsiveness

• All returnable documents completed and returned by the closing date and time.
• Bid document signed by an authorised representative; validity of all returnable documents verified.

Step 2 — Substantive responsiveness (mandatory, Phase 1)

• 100% compliance required on the statements of compliance, each answered Yes with supporting evidence. A No answer is treated as non-compliant and disqualifies the bid.
• Minimum five years' IBM Planning Analytics (TM1) experience, including implementation and support in the airline/aviation industry.
• IBM partner letter plus references from airline/aviation clients.
• Qualifications and IBM Planning Analytics TM1 certified resources, with a copy of the relevant IBM/TM1 Analytics certification for each resource.
• Failure to submit all returnable documents disqualifies the bid from further evaluation.

Step 3 — Technical functionality (Phase 2), minimum qualifying score 75%

• Support methodology and mobilisation capability: 25% (fully addresses the requirements 25%; at least 50% coverage 15%; does not address the scope 0%).
• Reference letters from TM1 clients, with contact details, for work done in the past five years covering budgeting, forecasting and reporting: 3 letters 35%; 2 letters 15%; 1 letter 5%; none 0%. Letters must describe the nature and extent of the work and be signed by a senior official of the client.
• Senior IBM Planning Analytics Solution Architect (K6) CV: 20% (10 years' relevant experience including TM1 and aviation 10%; IT qualification 5%; certifications 5%).
• Senior IBM Planning Analytics Functional Consultant (K5) CV: 20% (10 years' relevant experience including TM1 and aviation 10%; IT qualification 5%; certifications 5%).
• Total 100%; threshold 75%. Bids below 75%, or failing the mandatory functionality requirements, are not evaluated on price or B-BBEE.
• Bidders must warn their referees that SAA will contact them.

Step 4 — Price: 80 points.

Step 5 — Specific goals: 20 points

• B-BBEE Level 1 or 2: 10 points (non-compliant and Level 3 to 8 contributors score 0).
• 30% or more black women ownership: 10 points.

Post-tender negotiations, where applicable, are held before the letter of award is issued to the preferred supplier.

SAA awards at its sole discretion, may withdraw the RFQ at any time, and is not obliged to accept the lowest quotation.

SAA uses IBM Planning Analytics (TM1) as its enterprise performance management platform for financial planning, budgeting, forecasting, management and statutory reporting and business performance analysis. It is used by Finance, financial controllers, executive management and other authorised users.

Business processes supported

• Annual budget planning and consolidation; monthly forecasting and reforecasting.
• Monthly management reporting; variance analysis and financial performance reporting.
• Exco and board reporting; reporting to the Department of Public Enterprises and National Treasury.
• Statistical reporting and operational metrics; flight schedule analysis; Route Contribution Tool (RCT).
• Financial modelling and scenario planning; cost centre, departmental and operational reporting.

Services required

• 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.

Resources required

Senior IBM Planning Analytics Solution Architect (K6)

• Scope: TM1 architecture design, solution governance, performance optimisation, technical leadership, capacity planning, upgrade strategy, security architecture, integration architecture.
• Minimum 15 years' enterprise performance management experience and 10 years' IBM Planning Analytics (TM1) experience.
• Proven financial planning and budgeting implementation experience; experience supporting executive and board reporting; experience with large enterprise budgeting and forecasting processes.
• Technical competencies: Planning Analytics Workspace (PAW), Planning Analytics for Excel (PAfE), TM1 server administration, Turbo Integrator (TI), TM1 rules and feeders, security administration, performance tuning, disaster recovery planning.

Senior IBM Planning Analytics Functional Consultant (K5)

• Scope: budgeting models, forecasting models, financial reporting models, variance analysis, business requirements analysis, user support and training.
• Minimum 10 years' TM1 consulting experience; strong finance and management reporting background; experience supporting budgeting and forecasting processes.

Engagement model

• Resources may be required full-time, on project-based allocation, for ad-hoc operational escalation support, or on after-hours airline operational support models.

Bidders must submit a proposal setting out their IBM Planning Analytics support methodology and mobilisation capability. This carries 25% of the functionality score:

• Methodology addresses all the stated requirements: 25%.
• Methodology addresses at least 50% of the requirements: 15%.
• Methodology does not address the scope: 0%.

Bidders must also provide reference letters from TM1 clients, with contact details, for work done in the past five years demonstrating budgeting, forecasting and reporting experience.

Bidders must quote for all services described in the specifications, at a cost that is fair and reasonable. SAA reserves the right to negotiate proposed contract terms and conditions, including price, with a prospective service provider.

Pricing

• All prices must be quoted exclusive of VAT.
• Prices must be firm and fixed; only statutory VAT changes may alter them.
• Pricing must be broken down by individual component making up the solution, based on the technical and functional requirements.
• Service, pricing and availability are taken into account.
• SAA may negotiate contract terms and conditions, including price, with a prospective service provider.
• All purchases are made on an official purchase order; nothing may be delivered before an order or contract is received.

Mandatory eligibility

• Minimum five years' IBM Planning Analytics (TM1) experience, including proven implementation and support in the airline/aviation industry.
• IBM partner letter and references from airline/aviation clients.
• Qualified and IBM Planning Analytics TM1 certified resources, with a copy of the relevant IBM/TM1 Analytics certification for each resource.
• Senior Solution Architect (K6): 15 years' enterprise performance management and 10 years' TM1 experience, plus an IT qualification.
• Senior Functional Consultant (K5): 10 years' TM1 consulting experience, plus an IT qualification.

Tax

• SAA must hold a valid original Tax Clearance Certificate. Where it does not, an original certificate must accompany the quotation; failure may invalidate the quote.

B-BBEE and preference evidence

• B-BBEE certificate, sworn affidavit or CIPC certificate, per DTIC guidelines; a consolidated scorecard is accepted for joint ventures.
• The same evidence supports the 30% black women ownership claim.
• B-BBEE Level 1 or 2 scores 10 preference points; non-compliant and Level 3 to 8 contributors score 0.

Returnable documents

• SAA Vendor application and supporting documents (Annexure 1).
• SBD 4 (Declaration of Interest): discloses state employment or connections of directors and shareholders; false disclosure disqualifies the bid.
• SAA General Conditions of Contract (Annexure 3), signed to confirm acceptance.

The engagement is subject to SAA's operational requirements. Resources may be required on a full-time basis, on project-based allocation, for ad-hoc operational escalation support, or on after-hours airline operational support models.

Pricing conditions

• Prices must be quoted exclusive of VAT.
• Prices must be firm and fixed; only statutory VAT changes may alter them.
• Pricing must be broken down by individual component making up the solution, based on the technical and functional requirements.
• Service, pricing and availability are taken into account.
• All goods and services are subject to the SAA Conditions of Contract and Order, available on request.
• All purchases are made on an official purchase order; nothing may be delivered before an order or contract is received.

Evaluation stages

• Step 1: administrative responsiveness — returnable documents completed and returned by the closing date and time, bid signed by an authorised representative, validity of returnable documents verified.
• Step 2: substantive responsiveness — 100% compliance with the mandatory statements of compliance, each answered Yes with supporting evidence; a No answer is treated as non-compliant and disqualifies the bid. Mandatory items: minimum five years' IBM Planning Analytics (TM1) experience including airline/aviation implementation and support; IBM partner letter and airline/aviation client references; qualifications and certified TM1 resources with a copy of the relevant IBM/TM1 Analytics certification per resource. Missing returnable documents disqualify the bid.
• Step 3: technical functionality — minimum threshold 75%.
• Step 4: price — 80 points.
• Step 5: specific goals — 20 points.
• Post-tender negotiations, where applicable, before the letter of award is issued.

Functionality scoring (total 100%, threshold 75%)

• Support methodology and mobilisation capability: 25% (fully compliant 25%; at least 50% coverage 15%; non-compliant 0%).
• Reference letters from TM1 clients with contact details for work in the past five years: 3 letters 35%; 2 letters 15%; 1 letter 5%; none 0%.
• Senior Solution Architect (K6) CV: 20% (10 years' relevant experience including TM1 and aviation 10%; IT qualification 5%; certifications 5%).
• Senior Functional Consultant (K5) CV: 20% (10 years' relevant experience including TM1 and aviation 10%; IT qualification 5%; certifications 5%).
• Bids failing the mandatory functionality requirements or the 75% threshold are not evaluated on price or B-BBEE.

Specific goals (20 points)

• B-BBEE Level 1 or 2: 10 points; non-compliant and Level 3 to 8 contributors score 0.
• 30% or more black women ownership: 10 points.
• Evidence: B-BBEE certificate, sworn affidavit or CIPC certificate per DTIC guidelines; a consolidated scorecard is accepted for joint ventures. The same evidence applies to the black women ownership claim.

Award

• SAA awards at its sole and absolute discretion, may withdraw the RFQ at any time, and is not obliged to accept the lowest quotation.
• Quotations with apparent deviations from the requirements are eliminated from further adjudication.

The vendor application form records the bidder's B-BBEE status level and whether the enterprise qualifies for enterprise development.

Submission

• Email: [email protected]

Submission channel

• The completed vendor application form, together with every supporting document, must be emailed to [email protected].
• The form applies to local and domestic stations.

Returnable documents

• 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 a SARS pin on official SARS documentation.
• CSD registration report.
• Certified company registration documents, certified copies of shareholders' identity documents, and certified shareholders' certificates.
• Contracted suppliers must attach a copy of the contract; non-contracted suppliers must attach a GSM approval schedule.

Particulars the form requires

• Vendor account number and company code(s).
• Registered name, trading name, physical address, postal address, telephone, email, fax, city, province and postal code.
• Contact person with telephone and cellular numbers.
• Bank name, branch name and number, bank account number, VAT registration number, and tax clearance certificate number, approval date and expiry date.
• Name, telephone, date, signature and designation of the person authorised to sign for the enterprise.

Vendor application form for local and domestic stations, to be completed and emailed with all supporting documents to [email protected].

Documents to attach

• 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 a SARS pin on official SARS documentation.
• CSD registration report.
• Certified company registration documents, certified copies of shareholders' identity documents, and certified shareholders' certificates.
• Copy of the contract for contracted suppliers, or a GSM approval schedule for non-contracted suppliers.

Payment terms

• 15 days from invoice.
• Negotiated contracted B-BBEE suppliers (QSE or EME) are paid according to the GSM approval schedule.

Payment terms

• 15 days from invoice.
• Negotiated contracted B-BBEE suppliers (QSE or EME) are paid in line with the GSM approval schedule.

Banking and tax particulars required with the application

• Bank name, branch name and number, and bank account number.
• VAT registration number.
• Tax clearance certificate number, approval date and expiry date.

Registration and tax

• CSD registration report required.
• Valid tax clearance certificate, or a SARS pin on official SARS documentation.
• Certified company registration documents, certified copies of shareholders' identity documents, and certified shareholders' certificates.

B-bbee

• Latest valid B-BBEE certificate or affidavit required.
• The form records the certificate number, verification date and expiry date, the applicable scorecard (EME, QSE or General/Large), the status level, enterprise development and value-adding status, percentage black ownership, percentage black women ownership, percentage black people with disabilities, years in operation and annual turnover for the previous financial year.

Banking

• Cancelled cheque or stamped bank confirmation letter not older than one year.

B-BBEE particulars the form requires

• Certificate number, verification date and expiry date.
• Applicable scorecard: EME, QSE or General/Large.
• B-BBEE status level.
• Enterprise development status and value-adding status.
• Percentage black ownership, percentage black women ownership and percentage black people with disabilities.
• Number of months or years the enterprise has been in operation.
• Annual turnover for the previous financial year.
• Latest valid B-BBEE certificate or affidavit must be attached.

Inspections, tests and analyses

• Pre-bid testing is for the bidder's account.
• Where inspection is a bid condition, the supplier's premises must be open at reasonable hours to the purchaser's representative.
• Inspections decided after award but not specified in the bid documents are arranged and paid for by the purchaser.
• Compliant results: the purchaser pays. Non-compliant results: the supplier pays, whether or not the supplies are accepted.
• Non-compliant supplies may be rejected, held at the supplier's cost and risk, and must be removed and replaced at the supplier's expense.
• If the supplier fails to replace them, the purchaser may buy substitutes at the supplier's cost.
• The purchaser retains the right to cancel the contract for breach.

Performance security

• Due within 30 days of the contract award notification; the amount is set in the Special Conditions of Contract (SCC).
• Accepted forms: a bank guarantee or irrevocable letter of credit from a reputable bank, or a cashier's or certified cheque.
• Denominated in the contract currency or another freely convertible currency acceptable to the purchaser.
• Payable to the purchaser as compensation for loss if the supplier fails to complete its obligations.
• Released within 30 days after completion of performance obligations, including warranty obligations, unless the SCC states otherwise.

Payment

• Payment is due within 30 days of invoice or claim submission.
• Invoices must be accompanied by a copy of the delivery note.
• Payment in Rand unless the SCC states otherwise.

Pricing

• Prices are fixed at the bid prices; adjustment only where the SCC authorises it or the bid validity is extended.

Delay penalties

• Penalty calculated at the current prime interest rate for each day of delay, applied to the delivered price of the delayed goods or unperformed services.

Warranty

• 12 months from delivery and acceptance at the final destination, or 18 months from shipment, whichever ends first, unless the SCC states otherwise.
• Defective goods must be repaired or replaced at the supplier's cost.

Insurance

• Goods must be fully insured in a freely convertible currency against loss or damage during manufacture or acquisition, transport, storage and delivery, as set out in the SCC.

Liability

• Aggregate supplier liability is capped at the total contract price, except the cost of repairing or replacing defective equipment.
• Indirect and consequential loss, loss of use, production, profits and interest costs are excluded, except for criminal negligence, wilful misconduct and patent infringement.

Tax compliance

• No contract will be concluded with a bidder whose tax matters are not in order.
• An original SARS tax clearance certificate must be submitted before award.

Competition compliance

• Collusive bidding or bid rigging between bidders in a horizontal relationship is prohibited under the Competition Act.
• Suspected restrictive practices may be referred to the Competition Commission; a guilty finding can invalidate the bid, terminate the contract, bar the bidder from public-sector business for up to 10 years, and expose it to damages.

Corrupt and fraudulent practices

• Offering or soliciting anything of value to influence a public official, or misrepresenting facts to influence the procurement, is grounds for termination.

Confidentiality and audit

• Contract documents, specifications and purchaser information may not be disclosed or used for anything other than performing the contract without prior written consent.
• The purchaser may inspect and have audited the supplier's performance records.

Governing framework

• The contract is written in English and interpreted under South African law unless the SCC states otherwise.
• The National Industrial Participation Programme applies to contracts carrying a NIP obligation.

Bid costs and publication

• Bidders carry their own bid preparation costs; a non-refundable document fee may apply.
• Invitations to bid are generally published only in the Government Tender Bulletin, obtainable from the Government Printer, Private Bag X85, Pretoria 0001, or at www.treasury.gov.za.

Anti-dumping and countervailing duties

• The State is not liable for provisional payments, anti-dumping or countervailing duties imposed after the bid date, or for any increase in them.
• If such a payment or duty is later removed or reduced, the contractor must refund the difference on demand, or the State may deduct it from amounts owed.

Notices

• Written acceptance of a bid is posted to the supplier by registered or certified mail; other notices go by ordinary mail to the address given in the bid.
• Time periods for acting after a notice run from the date the notice is posted.

Prohibition of restrictive practices

• Collusive bidding or bid rigging between parties in a horizontal relationship is prohibited under section 4(1)(b)(iii) of the Competition Act.
• The purchaser may refer suspected restrictive practices to the Competition Commission for investigation and possible administrative penalties.
• A guilty finding allows the purchaser to invalidate the bid, terminate the contract in whole or part, bar the bidder from public-sector business for up to 10 years, and claim damages.