🏢 Company Name

Enter your registered company name as it appears on your CIPC certificate. This must match your CSD registration.

📜 Non Profit Company?

Select YES if your organisation is registered as an NPO with the Department of Social Development or has a Section 18A tax exemption. Otherwise select NO.

📍 Address & Location

Your physical business address. This is used for compliance and may affect CIDB grading region preferences for local tenders.

📋 Executive Summary

What to include: Your business name, location, what you do, who you serve, and why you will succeed. Keep it concise but powerful – this is the first thing evaluators read. Aim for 150-250 words.

💡 Example: “XYZ Construction is a Level 1 B-BBEE civil engineering firm based in Gauteng, specializing in road maintenance and stormwater drainage. With CIDB Grade 4 certification and 8 years of experience, we have successfully delivered 15 municipal projects totaling R25 million.”

🎯 Company Mission

Your mission statement defines your purpose and values. Answer: Why does your company exist? What problem do you solve? Keep it to 1-2 sentences.

💡 Example: “To deliver high-quality, sustainable construction solutions while creating employment opportunities for local communities and empowering black-owned suppliers.”

🎯 Company Goals

List 3-5 specific, measurable goals for the next 12-24 months. Use the SMART framework: Specific, Measurable, Achievable, Relevant, Time-bound.

💡 Example: “1. Achieve CIDB Grade 5 upgrade by December 2026. 2. Secure R5 million in government contracts. 3. Hire 10 local employees. 4. Obtain ISO 9001 certification.”

📦 Product/Service Description

Describe exactly what you sell or the services you provide. Be specific about your offerings, pricing models, and any unique features.

💡 Example: “We provide turnkey electrical installation services including solar panel installation, generator maintenance, and reticulation for housing developments. Our packages include design, supply, installation, and 12-month maintenance.”

🏆 Competitive Advantage

What makes you better than your competitors? Consider: lower prices, faster delivery, better quality, unique expertise, strategic location, relationships, technology, or B-BBEE status.

💡 Example: “Our key advantages are: Level 1 B-BBEE status (maximum preference points), CIDB Grade 4 certification, fleet of 8 fully equipped vehicles allowing rapid deployment, and 15-year relationships with major suppliers for competitive pricing.”

👥 Target Market

Who are your ideal customers? Be specific about: industry, location, company size, decision-makers, and what problem you solve for them.

💡 Example: “Our primary target market is local municipalities in Gauteng (CIDB Grade 2-5 tenders). Secondary market includes private developers and property management companies. Decision-makers are municipal procurement officers and facilities managers.”

📈 Industry Trends

What’s happening in your industry? Include: market growth, government spending priorities, new technologies, regulatory changes, and emerging opportunities.

💡 Example: “The government’s R1 trillion infrastructure investment is driving growth in construction. Key trends include: mandatory 30% SMME subcontracting (creating opportunities), increased focus on green building and renewable energy, and stricter CIDB compliance requirements.”

📢 Marketing Strategy

How will you attract customers? Include: direct sales, website/SEO, social media, networking, tender portals, partnerships, and referrals.

💡 Example: “We monitor etenders.gov.za daily for relevant tenders. We maintain a CIDB-registered profile and CSD registration. We attend municipal tender briefings and have a capability statement ready for main contractors. We also leverage our Level 1 B-BBEE status for preference points.”

💵 Sales Strategy

How do you close deals? Describe your sales process from lead generation to contract signing.

💡 Example: “Our sales process: 1) Identify tenders via eTenders and municipal portals. 2) Attend compulsory briefings. 3) Prepare compliant bids including all SBD forms. 4) Submit before deadline. 5) Follow up on outcomes. 6) Upon award, negotiate contract terms. 7) Execute and deliver.”

👔 Management Team

Who runs your business? Include: names, roles, qualifications, years of experience, and relevant expertise. For small businesses, include key owners and their backgrounds.

💡 Example: “Managing Director: Thabo Nkosi – 12 years civil engineering experience, BSc Civil Engineering (UCT), former project manager at Basil Read. Operations Manager: Mary Smith – 8 years project management, PMP certified, CIDB registered.”

💰 Funding Request

How much funding do you need? Specify the amount and what it will be used for (equipment, vehicles, working capital, staff, marketing, etc.).

💡 Example: “R500,000 – Breakdown: R200,000 for tipper truck, R150,000 for working capital (materials and labour for first tender), R100,000 for safety equipment and tools, R50,000 for marketing and tender preparation.”

📊 Financial Projections

Provide 12-36 month projections for revenue, expenses, and profit. Include your break-even analysis if possible.

💡 Example: “Year 1: Revenue R3M, Expenses R2.4M, Profit R600K. Year 2: Revenue R5M, Expenses R3.8M, Profit R1.2M. Year 3: Revenue R8M, Expenses R5.6M, Profit R2.4M. Break-even projected at month 8.”

📎 Appendix

Upload supporting documents: CVs of key team members, photos of past projects, equipment list, supplier agreements, letters of intent, or any other evidence that strengthens your business plan.

💡 Example: “Attached: Team CVs (3 pages), Past project portfolio (5 projects with photos and completion certificates), Equipment inventory (2 pages), Supplier agreements (2 letters), CIDB and CSD certificates, B-BBEE affidavit.”