Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Documents available on tender detail page
Tender Type
Request for Quotation
Delivery Location
Arcadia Street - Hatfield - Pretoria - 0028
Organization Type
GOVERNMENT
Published
08 May 2026
OCDS Reference
ocds-9t57fa-155510
Agrément south africa (asa) seeks a service provider to deliver insurance services over a three-year period. This request for quotation (RFQ) requires bidders to submit a compliant proposal, including a draft service level agreement (SLA) and mandatory declarations, while adhering to strict ethical, legal, and tax compliance standards.
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Date & Time
Friday, 15 May 2026 - 12:00
Venue
null
Submissions via email: [email protected]
Request for Quotation
Arcadia Street - Hatfield - Pretoria - 0028
Tenders in this industry often require registration with these bodies.
Recommended Certifications
Having these can improve your winning chances: SAICA Membership, IRBA Registration, FSP License, CFP (Certified Financial Planner)
AI Document Analysis Stages
Review in progress
The information shown on this card is preliminary. Our procurement team is currently finalising the submission guidelines, evaluation criteria, technical specifications, financial requirements, and compliance sections so you have a clean, bid-ready summary to work from. Documents being finalised: Terms of Reference - Insurance Services.pdf, General Conditions of Contract.pdf, SBD 4.pdf and 1 more. You don’t need to refresh — this page will pick up the updated review automatically.
08 May
2026
Tender Published
Tender was published
15 May
2026
Closing Date
Tender closing date
These references help suppliers understand the public-procurement framework around this opportunity. They are generated from the tender category, issuing organisation type and procurement context.
These rules commonly apply to South African public-sector procurement.
Act 53 of 2003
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Act 108 of 1996 (s217)
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
SBD 6.1 IN TERMS OF PPR2022 .pdf
SBD 4.pdf
General Conditions of Contract.pdf
Terms of Reference - Insurance Services.pdf
SBD 6.1 IN TERMS OF PPR2022 .pdf
To download these documents and access AI-powered analysis, visit the main tender page.
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Important Dates
Source: Terms of Reference - Insurance Services.pdfClosing date: 15 May 2026 at 12:00. Proposals must remain valid for 3 months from closing date.
Contact Information
Source: Terms of Reference - Insurance Services.pdfAll SCM and technical inquiries: [email protected]. No other contact with ASA personnel permitted during RFQ process.
Submission Guidelines
Source: Terms of Reference - Insurance Services.pdfSubmit proposals electronically to [email protected]. Use RFQ number (ASA 07/04/2026) as the email subject. Only electronic submissions accepted; no hard copies or late submissions. Required documents: National Treasury CSD report, completed and signed SBD 4 and 6.1 forms, signed General Conditions of Contract, completed price schedule. Ensure all documents are clear and visible. Only one electronic copy per bidder; first submission takes precedence if multiple are sent. Proposals must remain valid for 3 months from closing date.
Evaluation Criteria
Source: Terms of Reference - Insurance Services.pdfTwo-phase evaluation: Phase 1 (Technical): Mandatory YES/NO compliance checklist for 11 items (e.g., insurance brokerage, claim management, business risks, public liability, fidelity guarantee, office contents, fire section, electronic equipment, renewal strategy discussions, dedicated account manager, claim submission procedure, 30-day claim turnaround, service structure, premium monitoring). Failure to comply with any mandatory requirement or provide proof of FSCA registration and SA Insurance Broker Association membership, or positive written references, results in disqualification. Phase 2 (Preference Points): 80/20 system for acquisitions ≤ R50M. Price accounts for 80 points (calculated as Ps = 80(1 - (Pt - Pmin)/Pmin)). 20 points for specific goals: 10 for SMME status (CSD report), 5 for >50% Black female ownership (CSD or CIPC certificate), 5 for >50% Black youth ownership (CSD, CIPC certificate, or ID documents). Final score = Price (80) + Specific Goals (20). ASA may verify financial position, past contracts, skills, workload, etc. Award goes to highest scorer unless law permits otherwise.
Technical Specifications
Source: Terms of Reference - Insurance Services.pdfScope: Provide comprehensive insurance services for Agrément South Africa for 3 years. Asset base includes computer equipment (R1.2M), furniture/fitting (R359K), office equipment (R1.28M), leasehold improvements (R818K), lab equipment (R333K). Required services: Insurance brokerage, claim management, business risks/interruption/recovery, public liability, fidelity guarantee/commercial crime, group personal accident, office contents (Annexure 1 & 2), fire section, computer/electronic equipment. Performance: Dedicated account manager for claims, clear claim submission procedure, 30-day claim turnaround, service structure for queries, premium/refund monitoring, monthly policy schedule reports, quarterly insurance reviews, quarterly claim history, management reporting. Expected outcomes: Cost-effective brokerage, claims handling, policy renewal support, ad-hoc adjustments for new assets, updates on insurance legislation, stolen/lost asset reporting within 30 days.
Financial Requirements
Source: Terms of Reference - Insurance Services.pdfSubmit completed price schedule for Year 1, Year 2, Year 3, and total (excl. VAT). Include breakdown for: Business all risk, business interruption, public liability, group personal accident, fixed assets, fire section, SASRIA. Add 15% VAT to total. Total amount must be all-inclusive. Pricing must cover all obligations under the contract; errors are the bidder’s risk.
Compliance Requirements
Source: Terms of Reference - Insurance Services.pdfMandatory: CSD registration (no contract without it), FSCA registration, current membership with South African Insurance Broker Association, positive written contactable references for past insurance services in public/private sector. Preference points: SMME status (10 points, CSD report), >50% Black female ownership (5 points, CSD or CIPC certificate), >50% Black youth ownership (5 points, CSD, CIPC certificate, or ID documents).
Submission Guidelines
Source: General Conditions of Contract.pdfSubmit the following returnable documents with your bid:
Disqualification risks:
Note: ASA reserves the right to reject non-compliant bids or bids missing required documents. Bidders bear all preparation and submission costs.
Technical Specifications
Source: General Conditions of Contract.pdfScope: Provide insurance services to Agrément South Africa (ASA) for a 3-year period.
Service Level Agreement (SLA) Requirements:
Bidder Declarations (Technical Response):
Contract Terms:
Compliance Requirements
Source: General Conditions of Contract.pdfMandatory Compliance:
Disqualification Triggers:
Additional Requirements:
Submission Guidelines
Source: SBD 4.pdfRequired returnable documents: Completed SBD4 Bidder’s Disclosure form. Disqualification risks: Automatic disqualification if bidder is listed in the Register for Tender Defaulters or the List of Restricted Suppliers. Bids may be disqualified if the SBD4 disclosure is incomplete, false, or contains contradictions. Collusive bidding (e.g., agreements with competitors on pricing, specifications, bid decisions, or market allocation) will result in disqualification and potential legal action, including reporting to the Competition Commission or National Prosecuting Authority (NPA).
Compliance Requirements
Source: SBD 4.pdfMandatory declarations: Bidder must disclose if they, their directors, trustees, shareholders, members, partners, or any person with controlling interest are employed by the state (include names, ID numbers, and state employee numbers if applicable). Bidder must disclose any relationship with employees of the procuring institution. Bidder must disclose any interest in other related enterprises bidding for this contract. Anti-corruption compliance: Bidders must certify no collusion with competitors or officials of the procuring institution during the bidding process. Bidders must confirm they were not involved in drafting the specifications or terms of reference. False or incomplete declarations may lead to bid rejection, reporting to the Competition Commission for administrative penalties, criminal investigation by the NPA, or a 10-year restriction from public sector business under the Prevention and Combating of Corrupt Activities Act.
Submission Guidelines
Source: SBD 6.1 IN TERMS OF PPR2022 .pdfSubmit the SBD 6.1 Preference Points Claim Form as part of your tender. Include all required proof/documentation for specific goals (e.g., B-BBEE certificates, ownership proofs). Failure to submit proof will result in no preference points being awarded. The organ of state may request substantiation of claims at any stage, including after adjudication.
Evaluation Criteria
Source: SBD 6.1 IN TERMS OF PPR2022 .pdfEvaluation uses the 80/20 preference point system. Points are allocated as follows: Price (80 points), Specific Goals (20 points). Specific Goals breakdown: SMMEs (10 points), >50% Black female ownership (5 points), >50% Black youth ownership (5 points). Total: 100 points. Price scoring formula: Ps = 80(1 - (Pt - Pmin)/Pmin), where Ps = points scored, Pt = tender price, Pmin = lowest acceptable tender price. Tenderers must indicate how they claim points for each preference goal.
Compliance Requirements
Source: SBD 6.1 IN TERMS OF PPR2022 .pdfSubmit proof of company registration (CIPC) and documentation to support claims for preference points (e.g., B-BBEE certificates, ownership proofs). Fraudulent claims may lead to: disqualification from the tendering process, cost recovery, contract cancellation, business restrictions (up to 10 years), or criminal prosecution. The organ of state may verify claims at any time.
Sets the constitutional standard for fair, equitable, transparent, competitive and cost-effective public procurement.
Relevant because this is a South African public-sector procurement opportunity.
Act 5 of 2000
Covers preferential procurement and preference-point systems used in public tenders.
Relevant because this is a South African public-sector procurement opportunity.
Act 12 of 2004
Supports anti-corruption controls and supplier integrity in procurement processes.
Relevant because this is a South African public-sector procurement opportunity.
Act 28 of 2024
Provides the national framework for public procurement across government.
Relevant because this is a South African public-sector procurement opportunity.
Act 2 of 2000
Supports access to tender records, award decisions and public-sector procurement information.
Relevant because this is a South African public-sector procurement opportunity.
Act 3 of 2000
Supports lawful, reasonable and procedurally fair administrative tender decisions.
Relevant because this is a South African public-sector procurement opportunity.
These rules are linked to the type of public body issuing this tender.
Act 71 of 2008
Relevant to governance and reporting obligations for state-owned companies and public entities.
Relevant because this tender appears to involve financial services, accounting, auditing, actuarial, or advisory work.
These rules are linked to the work category, industry, or regulated service area.
Act 38 of 2001
Relevant to financial services, audit, accounting, KYC and anti-money-laundering obligations.
Relevant because this tender appears to involve financial services, accounting, auditing, actuarial, or advisory work.
Address
Arcadia Street - Hatfield - Pretoria - 0028
Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
5
Last checked
05 Jun 2026
AI status
Enhanced
Data conflicts
None detected
This tender has strong source evidence, including source metadata and supporting tender information synced from the government tender portal.
Tenders SA is not the issuing authority. All tenders are automatically synced from the official government tender portal. Always confirm final submission details, closing dates, briefing sessions, eligibility requirements, and documents on the official government portal before applying.
Key Personnel
Median Estimate
R 2 027 752
Range
Based on 16 comparable awarded tenders. Companies with similar profiles typically bid near the median.
* Estimates are based on historical data and do not guarantee actual award values.
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