Appointment of a service provider for underwriting george municipality’s group life insurance portfolio (3-Year contract)

Contact Person: Mr Micheal Eksteen

Physical address: 71 York Street, George Municipality, George, 6530

Postal address: PO Box 19, George, 6530

Phone: 044 801 9128

E‑mail: not provided in the document.

• Submit a sealed envelope clearly marked “Tender No. BA009/2021”.
• Deliver to the Tender Box at the Supply Chain Management Unit, Civic Centre (1st Floor), York Street, George.
• Closing time: 12:00 on Monday 14 June 2021. Late submissions will be rejected.
• Tender box is open for delivery 07:45‑16:30, Monday‑Friday.
• Use the official tender forms only – do not re‑type the forms.
• No submissions by post, fax or e‑mail will be accepted.
• Include a valid original B‑BBEE certificate or a certified copy.
• Include the bidder’s Tax Compliance Status (TCS PIN or CSD number) and a valid Tax Clearance Certificate.
• Successful bidder must be registered on the Central Supplier Database (CSD).
• Disqualification risks: late delivery, unmarked envelope, missing B‑BBEE or tax compliance documents, or being a person in the service of the State.

• Scoring is based on a total of 100 points:

– 80 points for price (80/20 preference point system).

– 20 points for B‑BBEE status level.

• Additional qualitative criteria (each considered but not scored separately):

1. Relevant specifications (coverage, benefits, claim turnaround).
2. Value for money.
3. Capacity to execute the contract.
4. Compliance with PPPFA Regulations 2017.

• B‑BBEE points are awarded according to the status level table (e.g., Level 1 = 20 points, Level 2 = 18 points, …). Proof of B‑BBEE status must be submitted; otherwise no B‑BBEE points are claimed.
• Bids from persons in the service of the State are automatically excluded.

• Service provider (accredited broker) to underwrite the Municipality’s Group Life Insurance Scheme for a 3‑year period.
• Required cover per employee:

1. Compulsory death & disability – 2.5 × annual salary (average unit rate).
2. Voluntary death & disability – up to 2.5 × annual salary (average unit rate).
3. Dread disease cover.
4. Voluntary spouse’s cover (death only) – 1 × annual salary.
5. Voluntary spouse’s cover (death only) – 2 × annual salary.
6. Normal retirement age: 65 years.
7. Disability cover quoted on instalment basis only.
8. Underwriting conditions: pre‑existing conditions clause, maximum disability cover, definition of disability, free cover limit, reduction in benefits, conversion option, medical requirements for increased voluntary cover, maximum spouse cover.

• Provider must indicate the expected time to finalise a claim.
• All specifications must be presented on the official tender forms and comply with the Council’s SCM policy.
• Pricing must be provided per employee, inclusive of professional fees and VAT.

• Pricing Schedule (per employee, VAT excluded) must include all items listed (compulsory, voluntary, dread disease, spouse covers) and a 15 % VAT line.
• Total tariff per employee (VAT included) must be shown.
• Bidders must tender for every line‑item; missing items will lead to disqualification.
• Prices are valid for 90 days from the closing date.
• No specific bond, guarantee or advance payment terms are stated.
• All amounts must be quoted on the official pricing schedule; re‑typing of forms is prohibited.

• Submit a valid original B‑BBEE certificate or certified copy (minimum level not specified, but points are awarded based on level).
• Provide Tax Compliance Status: TCS PIN or CSD number, and a valid Tax Clearance Certificate.
• Register on the Central Supplier Database (CSD) before contract award.
• Bidders must not be persons in the service of the State; related persons must disclose any conflict.
• No specific CIDB registration or professional registration is mentioned.
• Provide company registration number, VAT number, and company profile with references as part of the proposal.