Expiry-driven renewals
Certificates and affidavits carry an expiry date on the client record; the renewal is scheduled ahead of it so it never lapses the week a tender closes.
Keep every client tender-ready
B-BBEE affidavits and certificates, CSD registration and the expiry dates that decide whether a bid is compliant on closing day.
What it does
One engine, tuned for this regulator
Dates calculated, not typed
Due dates come from each client's year-end, VAT category, incorporation date or certificate expiry — rolled off weekends and public holidays — and are scheduled 13 months ahead.
A checklist on every filing
Each obligation opens with the working steps and the documents you need from the client, an owner, a status, comments and the submission reference once it is filed.
Reminders that escalate
Staff are reminded as the date approaches and daily once it is overdue; client reminders are optional per firm. Every reminder is logged, and nothing is sent twice.
Registration numbers and expiry dates
Keep the client's reference numbers, certificates and expiry dates for this regulator in one place, with a health status for anything about to lapse.
Proof and audit trail
Status changes, comments and uploads are recorded against the obligation, so you can show who did what and when.
How it works
From client profile to filed return
Switch the pack on
It is included in your plan or added as a monthly add-on from Settings → Plan & modules.
Pick the services per client
The product suggests the services that fit the client's entity type, registrations and employees; you confirm.
The calendar fills itself
Obligations are generated 13 months ahead and topped up automatically as time moves on.
Work, file, close
Tick off the checklist, record the reference number, attach proof and mark it submitted.
What is tracked
6 services across 2 bodies, straight from the live catalogue
This is the actual list inside the product, with the rule each due date is calculated from. It is maintained centrally, so when a rule changes every firm gets the update.
B-BBEE (dtic, B-BBEE Commission, SANAS verification agencies)www.bbbeecommission.co.za
3 services| Service | How often | How the due date is worked out |
|---|---|---|
| B-BBEE affidavit / certificate renewalRenew the EME/QSE sworn affidavit or SANAS verification certificate. | Annual | Valid 12 months from date of commissioning / issue.Loss of procurement recognition / tender disqualification. |
| Major B-BBEE transaction registrationRegister a major B-BBEE ownership transaction with the B-BBEE Commission. | Event-driven | Transaction value R25m or more: within 15 days of concluding the transaction. |
| B-BBEE Commission annual compliance reportAnnual compliance report by listed entities, organs of state and SETAs. | Annual | Listed entities within 30 days after approval of AFS; organs of state within 90 days after year-end [verify]. |
National Treasury Central Supplier Databasesecure.csd.gov.za
3 services| Service | How often | How the due date is worked out |
|---|---|---|
| CSD annual verificationVerify and refresh the Central Supplier Database profile and report. | Annual | No statutory expiry; verify annually and before each tender.Supplier cannot be awarded state business if non-compliant. |
| CSD supplier registrationRegister the supplier and obtain the MAAA number. | Once-off | Once-off. |
| CSD profile updateUpdate bank, director, address or commodity details. | Event-driven | As soon as details change. |
Statutory rules are summarised for planning; always confirm against the regulator's current notice. You can add your own services to any client alongside these.
Good to know
Questions about Tender Readiness (B-BBEE & CSD)
Each service carries a statutory rule — a day of the following month, an offset from the client's financial year-end, the anniversary of incorporation plus business days, fixed calendar dates, the client's VAT category, or the expiry date of a registration. The engine applies the rule to the client's profile and moves dates that land on a weekend or a South African public holiday. You can always override a single due date by hand.
Yes. Add your own service with its own frequency and due-date rule under Compliance → Service Catalogue. It appears on the same calendar, gets the same reminders and can carry its own checklist and required documents.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
Try Tender Readiness (B-BBEE & CSD) with your own clients.
Every trial includes all the modules in the plan you pick. No card required.