Awarded Tender: Agrément south africa insurance services tender

Awarded Tender: Agrément south africa insurance services tender

Tender source analysis

What the tender required and what the award supports

Source material and existing AI analysis appear first. Supplier conclusions remain qualified by the evidence Tenders-SA holds.

Summary

Agrément south africa (asa) seeks to appoint a service provider to deliver insurance services for a three-year period. This tender is open to compliant bidders who must adhere to strict ethical, legal, and service-level requirements, including tax compliance and transparency.

AI Document AnalysisMethodology4 documents

Analysis complete · ready for your bid

RFQTerms of Reference - Re advert - Insurance Services_.pdfReview complete

Important Dates

Source: Terms of Reference - Re advert - Insurance Services_.pdf (RFQ)

Award analysis coverage

0 of 5 source documents fully reviewed. Unstated details are identified only after complete source review.

technical scope

20 sourced criteria

financial capacity

6 sourced criteria

pricing

1 sourced criteria

compliance returnables

28 sourced criteria

evaluation

19 sourced criteria

experience

Source analysis requires completion or review

personnel

2 sourced criteria

equipment capacity

Source analysis requires completion or review

delivery contract

15 sourced criteria

equity registrations

3 sourced criteria

What the buyer was looking for

1Inferred operational need

Proprietary information and confidentiality:

Why it matters: This is a qualified operational interpretation of the stored scope, not a stated mandatory or scored criterion.

Inferred from stored analysis; verify against the source document.

Source: General Conditions of Contract.pdf · special_conditions

Known supplier evidence

The linked award records Sankofa Insurance Brokers as appointed for this tender. Recorded contract value: 188244.48 ZAR.

Qualified inference

An award confirms appointment. It does not prove why a supplier was selected, that every qualification remains current, or that delivery was completed successfully.

DocumentSBD 6.1 IN TERMS OF PPR2022 .pdfReview complete

Returnable Documents

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf (TENDER)

Failure to submit proof or documentation for specific goals means no preference points are claimed for those goals.

Evaluation Criteria

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf (TENDER)

The tender will be evaluated based on the 80/20 preference point system. Points will be awarded for price (80 points) and specific goals (20 points), which include SMME status (10 points), >50% Black female ownership (5 points), and >50% Black youth ownership (5 points). Failure to submit proof for specific goals will result in no preference points being claimed for those goals.

Financial Requirements

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf (TENDER)

Pricing must include all applicable taxes and exclude unconditional discounts. The rand value of the contract is the total estimated value at the time of bid invitation, including all applicable taxes.

Compliance Requirements

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf (TENDER)

Compliance requirements for preference points: Submit proof of SMME status to claim 10 points, submit proof of >50% Black female ownership to claim 5 points, and submit proof of >50% Black youth ownership to claim 5 points. Fraudulent claims or non-fulfillment of contract conditions may result in disqualification, recovery of costs, contract cancellation, restriction from obtaining business from any organ of state for up to 10 years, or criminal prosecution.

B-BBEE Requirements

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf (TENDER)

Specific goals and points for this tender: SMMEs (10 points), >50% Black female ownership (5 points), and >50% Black youth ownership (5 points). Bidders must indicate how they claim points for each system (80/20 or 90/10).

Contractual Terms

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf

Bidder must certify that all information furnished is true and correct, acknowledge that preference points are claimed in accordance with the General Conditions, and be prepared to furnish documentary proof if awarded the contract. Consequences of fraudulent claims or non-fulfillment include disqualification, recovery of costs, contract cancellation, restriction from obtaining business from any organ of state for up to 10 years, or criminal prosecution.

Section

Source: SBD 6.1 IN TERMS OF PPR2022 .pdf

If unclear whether 80/20 or 90/10 applies, the organ of state must stipulate the system and how it will be determined (highest or lowest acceptable tender).

DocumentGeneral Conditions of Contract.pdfReview complete

Submission Guidelines

Source: General Conditions of Contract.pdf (TENDER)

Required returnable documents and declarations:

Submit the general conditions of contract, duly signed by an authorised representative, with your bid.
Include a cover letter declaration stating you did not access or use Agrément South Africa’s proprietary information to gain an unfair advantage.

Disqualification risks:

Collusive tendering or anti-competitive conduct with other bidders.
Seeking unofficial assistance from Agrément South Africa employees or representatives to gain an advantage.
Offering or accepting gifts, gratuities, or inducements to/from Agrément South Africa officials or representatives.
Past involvement in fraud, forgery, or corrupt practices, even if not listed on National Treasury’s Tender Defaulters list.
Misrepresentations in the tender may lead to service termination and claims by ASA.

Costs and liability:

Bidders bear all costs of preparing, submitting, and presenting their response. ASA is not liable for any bidder costs, damages, or losses incurred during the bid process.

Evaluation Criteria

Source: General Conditions of Contract.pdf (TENDER)

Mandatory requirements:

Tax compliance: Valid tax clearance certificate and verification against the Central Supplier Database (CSD).
No appearance on National Treasury’s Register of Tender Defaulters or List of Restricted Suppliers.
No past or present involvement in fraud, forgery, collusion, or anti-competitive conduct.
Submission of a signed general conditions of contract with the bid.
Declaration of compliance with ethical, legal, and transparency standards (e.g., no bribery, fair dealings, conflict of interest disclosures).

Evaluation process and rights reserved by Agrément South Africa:

May award the tender to a bidder that did not score the highest points, in accordance with PPPFA Act Section 2(1)(f).
May negotiate terms (including price) with one or more preferred bidders without extending the same opportunity to others.
May conduct site inspections, product evaluations, or explanatory meetings to verify service quality, before or after adjudication.
May correct mistakes in bid documents or process at any stage.
May cancel or terminate the tender process at any stage, including after closing date, presentations, or evaluation.

Preferential points:

Preferential points may apply as per Section 2(1)(f) of the PPPFA (e.g., B-BBEE status, local content).

Technical Specifications

Source: General Conditions of Contract.pdf (TENDER)

Service Level Agreement (SLA) requirements:

Upon award, ASA and the successful bidder will negotiate and conclude an SLA based on the draft service level indicators provided in the tender pack.
ASA reserves the right to reject any bidder-proposed amendments or additions to the SLA if deemed unacceptable or risky.
The SLA must explicitly include:
Resources allocated to ASA.
Details of inclusions and exclusions.
Standard turnaround times.

Bidder declarations in technical response:

Confirm commitment to act honestly, fairly, and with due skill, care, and diligence in ASA’s interests.
Confirm effective use of resources, procedures, and technological systems for proper service performance.
Confirm fair treatment of ASA in situations of conflicting interests.
Confirm compliance with all applicable statutory or common law requirements.
Confirm adequate disclosure of material information, including actual or potential conflicts of interest.
Confirm avoidance of fraudulent or misleading advertising, canvassing, or marketing.
Confirm transparency in business activities, prioritising ASA’s interests as a client.
Confirm that ASA’s information will not be used or disclosed without written consent.

Compliance Requirements

Source: General Conditions of Contract.pdf (TENDER)

Mandatory compliance checks:

Tax compliance: No award will be made to non-tax-compliant bidders. ASA reserves the right to:
Withdraw an award or cancel a contract if the bidder was not tax compliant at the time of award.
Withdraw or cancel if a fraudulent tax clearance certificate was submitted.
Withdraw or cancel if verification against the Central Supplier Database (CSD) proves non-compliant.
Cancel the contract if the bidder fails to remain tax compliant for the full contract duration.
Tender Defaulters and Restricted Suppliers: No award will be made to bidders (or their members, directors, partners, or trustees) listed on:
National Treasury’s Register of Tender Defaulters.
National Treasury’s List of Restricted Suppliers.
ASA reserves the right to withdraw an award or cancel a contract if a bidder is blacklisted by another government institution at any time.
Sub-contractors and personnel: Bidders are responsible for ensuring their personnel, agents, and sub-contractors comply with all bid terms and conditions. ASA will not be liable for losses or damages caused by sub-contractors.
Conflict of interest, corruption, and fraud: Bidders must declare compliance with ethical standards, including no collusion, bribery, or misuse of ASA’s proprietary information.

Contractual Terms

Source: General Conditions of Contract.pdf

Contract terms and conditions:

The award is conditional upon the bidder accepting the general conditions of contract as the minimum terms.
The bidder must submit the signed general conditions of contract with their bid.
Upon award, ASA and the successful bidder will negotiate and conclude a Service Level Agreement (SLA) based on the draft indicators in the tender pack. ASA reserves the right to reject unacceptable or risky amendments.

Escape clause:

ASA may terminate or suspend the agreement if funds are no longer available or if services do not meet specifications. The bidder will be paid in full for services delivered up to the date of cancellation or suspension.

Precedence:

This document prevails over any information provided during briefing sessions unless written amendments explicitly reference this document.

Limitation of liability:

Bidders participate at their own risk and cost. ASA is not liable for any bidder costs, damages, or losses incurred during the bid process.

Indemnity:

Bidders indemnify ASA for any costs, damages, or losses incurred due to a breach of bid conditions, including investigation costs, procedural impairment, or enforcement of confidentiality obligations.

Governing law:

South African law governs this bid and all associated processes. Bidders agree to the exclusive jurisdiction of South African courts for any disputes.

Special Conditions

Source: General Conditions of Contract.pdf (TENDER)

Proprietary information and confidentiality:

Bidders must declare in their cover letter that they did not access or use Agrément South Africa’s proprietary information to gain an unfair advantage.
No information contained in or relating to this bid may be disclosed, distributed, reproduced, or transmitted without ASA’s written consent, except for the purpose of preparing a tender.
All bid documents remain proprietary to ASA and must be returned upon request, including copies, electronic versions, excerpts, or summaries.
Failure to adhere to confidentiality requirements may result in disqualification and civil action.