SUPPORT AND MAINTENANCE OF CRM MICROSOFT DYNAMIC 365 SYSTEM AND AZURE BLOB STORAGEClosed

Overview

Procurement of 36-month support and maintenance for the FAIS Ombud’s Microsoft Dynamics 365 CRM and Azure Blob Storage, including license renewals and integration of an SMS solution, for accredited Microsoft partners. Bidders must prove Microsoft accreditation, demonstrate Dynamics 365 and SMS integration experience, and provide takeover planning to transition from the current provider.

Requirements

• Accredited Microsoft partner; provide proof of accreditation (and Microsoft Partner status) (TERMS OF REFERENCE, 23.1).
• Demonstrate 5+ years in Microsoft Dynamics 365 CRM support/maintenance and SMS integration; provide up to four client reference letters and Appendix A reference list (Section 31-32; Evaluation criteria in System Demo).
• Submit up to four CVs of SA-based resources (including a BI/Power Automate specialist) plus a resource schedule, showing at least 5 years of relevant experience (Evaluation criteria 2.1).
• Provide a detailed takeover plan for the current CRM and the SMS integration, with deliverables and timelines (mandatory information under Additional Information).
• Provide proof of National Treasury Central Supplier Database (CSD) registration and compliant tax status; complete SBD forms (SBD 1, 3.1, 4, 6.1) and pricing schedule (Administrative requirements).
• Include a fixed 36-month Pricing Schedule (in Rand, excluding VAT; VAT 15%) for CRM + Azure Blob Storage, plus any other costs; all prices must be fixed (Pricing Schedule).
• Conclude a Service Level Agreement (SLA) upon award and provide a performance scorecard (SLA and supplier performance; 16.2–16.3).
• Comply with GCC and SCC, including backup, project plan, and hosting/transition requirements (GCC Annexure A).

How to Apply

• Submission deadline: 12 October 2026, 11:00.
• Submission method: two printed originals + one copy, plus one electronic PDF on USB; sealed envelope; bid number FAIS2026/27-T001; hand-delivered to FAIS Ombud, Menlyn Central Office Building, 11th Floor, 125 Dallas Ave, Pretoria (4.2–4.3).
• Documents to submit (where applicable): completed SBDs 1, 3.1, 4, 6.1; Pricing Schedule; Appendix A (Reference List); proof of Microsoft accreditation; CSD information; takeover and SMS integration plans; detailed licensing renewal plan; 36-month pricing; MS Certified Partner proof (Additional information required).
• Briefing session: non-compulsory, 17 September 2026 at 11:00 (Teams link on FAIS Ombud site) (TERMS OF REFERENCE).
• Where to obtain bid documents: FAIS Ombud website and etenders.gov.za (TERMS OF REFERENCE).
• Additional: project takeover must occur within two weeks of PO; relevance of backup strategy, migration plan, and risk management (Contract conditions, 28–29).

Document references: TERMS OF REFERENCE - SUPPORT AND MAINTENANCE OF CRM MICROSOFT DYNAMICS 365 SYSTEM AND AZURE- PUBLISHED.docx.pdf; ANNEXURE A - GENERAL CONDITIONS OF CONTRACT.pdf.