Appointment of a service provider for the facilitation of a council strategic planning session and development of the council report in preparation for the development of the annual performance plan for the 2027/28 financial yearClosed

Overview

CMS seeks a service provider to facilitate a CMS council strategic planning session and develop the council report in preparation for the 2027/28 Annual Performance Plan. The assignment covers reviewing the CMS 2025–2030 Strategic Plan and APP, with delivery over about five months. Suitable bidders are consulting firms with public-sector strategic planning, facilitation, and project-management capabilities, and familiarity with PFMA/National Treasury frameworks (Public Service Regulations, King IV, etc.).

Requirements

• Demonstrate public-sector strategic planning experience; provide two testimonial letters from public-sector clients related to strategic review/planning sessions (mandatory).
• Key personnel: Project Leader with NQF level 9+ qualification (e.g., MBA or equivalent) linked to public sector planning; team members with NQF level 7+ qualifications; attach CVs and certified copies.
• Demonstrate experience in strategic planning in the public sector; include references or testimonials.
• Deliverables and approach: develop a five-year strategic plan review, APP review, environmental scan, strategy implementation roadmap, workshop facilitation, and knowledge transfer.
• Compliance and governance: adhere to PFMA/National Treasury frameworks; familiarity with CMS Fraud Policy; accountability to CMS Accounting Authority; maintain continuity of strategic staff.
• Price and specific-goals evaluation: complete and claim points for HDI, ownership (Black, women, youth, disability), and company size per the 80/20 scheme; attach required B-BBEE or sworn affidavits and related documentation.
• Administrative/compliance: SARS PIN, CSD registration, SBD 1/4/6.1 completed; cloud submissions not accepted; bids submitted on official forms.

How to Apply

• Closing date/time: 28 August 2026 at 11:00 (see RFP - Appointment of a service provider for facilitation of CMS Strategic Planning Session (002).pdf).
• Submission method: per RFQ instructions; do not use cloud transfer; submit via the CMS submission channel described in the RFQ ( Annexures A–E ).
• Documents to submit: completed SBD 1, 4 and 6.1; CVs and qualifications of the project team; two public-sector testimonial letters; SARS PIN; CSD number; B-BBEE certificate or sworn affidavit; certified IDs for owners/directors; knowledge-transfer plan; project plan aligned to the revised framework for Strategy/APP ( Annexures A–E ).
• Registrations: SARS tax-compliance (PIN), Central Bidder Database (CSD) registration, valid B-BEE certificate or sworn affidavit.
• Where to obtain bid documents: from the CMS RFQ package (refer to the attached RFQ text and Annexures). (RFP/RFQ document provided as part of the tender.)

Note: The RFQ includes detailed evaluation criteria, deliverables, and terms (e.g., 5-month project timeline, inception report, environmental scan, workshop facilitation, roadmaps, and final reports).