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We are currently in the process of implementing a new Customer Relationship Management (CRM) system. As part of this upgrade, we have reviewed various of our [CESA] forms required for new membership applications and continued membership through our Annual Declaration process. This review has enabled us to simplify both the process and the volume of information required, while also undertaking a comprehensive clean-up of our existing member database. 

To support the accurate and consistent migration of information to the new CRM system, we kindly request that, for this interim period, all Annual Declarations be completed using the PDF forms available for download on our website. These forms represent a temporary solution while we continue to develop and implement the full CRM platform.

The information captured through these PDFs will be used to update our central database and to ensure that member records are accurate and reliable during this transition phase. 

Please note that the PDFs do not automatically populate the CRM system; the information provided will be verified and migrated as part of the implementation process.  

The final phase of the CRM rollout will enable member firms to directly capture and update their own information via the platform. This is the ultimate intention of the new system and will significantly streamline future interactions with us. In addition, the CRM will provide access to a range of related features and services designed to enhance engagement, improve communication, and deliver greater value to our members. 

The full system rollout will take place in due course and is intended to make the membership, and Annual Declaration process, even simpler and less onerous than this initial phase, which is focused on obtaining accurate, up-to-date information for all member firms. 

We are excited about this CRM upgrade, as we believe it will significantly enhance our ability to communicate effectively with our member firms and to deliver improved value and benefits. Throughout 2026, we will continue to roll out the system’s features and provide guidance to members on how to maximise the benefits of the new platform. 

We kindly ask that the completed PDF forms be returned to CESA at your earliest convenience. Upon receipt, we will update our records and issue your 2026 invoice followed by your membership certificate. 

Please download the forms here: Annual Declaration – CESA | Consulting Engineers South Africa 

Should you have any questions or require assistance, please do not hesitate to contact Gillian: gillian@cesa.co.za or Oliver: oliver@cesa.co.za.