CDC Head Office, Corner Alcyon Road & Zibuko Street - Zone 1, Coega SEZ - Gqeberha - 6001
Organization Type
GOVERNMENT
Published
24 Jul 2026
OCDS Reference
ocds-9t57fa-163307
Summary
The coega development corporation (cdc) is seeking a qualified and fsca-registered insurance broker to provide comprehensive short-term insurance brokering services for a five-year period. The appointed service provider will manage the cdc's diverse insurance portfolio, including assets, business interruption, liability, and specialized covers, while delivering monthly reporting, risk management, and claims administration. This tender is open to experienced financial service providers with a proven track record in corporate insurance brokering.
Key Requirements
Must be registered with the Financial Sector Conduct Authority (FSCA) as a commercial short-term insurance broker (FSP accredited).
Attend the compulsory briefing meeting on 31 July 2026 at 11:00 at the CDC Head Office in Gqeberha.
Submit a fully completed, handwritten, priced Bill of Quantities in black permanent ink; corrections must be initialed.
Provide at least three reference letters from clients with insurable asset values of at least R4 billion, demonstrating experience in all required cover types.
Achieve a minimum functionality score of 65% to proceed to the quantitative evaluation stage.
Submit proof of a local office in Gqeberha (e.g., lease agreement or municipal statement) and national presence.
No joint ventures or consortiums are accepted; bids must be VAT inclusive and tax compliant.
Appointment of the service provider for insurance brokering services for the coega development corporation (pty) ltd
Briefing SessionCompulsory
Date & Time
Monday, 24 August 2026 - 12:00
Venue
Coega Business Centre, Cnr Alcyon Rd and Zibuko Street, Zone 1, Coega SEZ, Gqeberha eNkundleni
Important: Attendance at this briefing session is mandatory. Bids from suppliers who do not attend may be disqualified.
Requirements & Eligibility
Eligibility Criteria
The documentation for this RFP process can be downloaded from the cdcʼs website: www.coega.co.za Or the national treasury e-tender portal from friday, 24 july 2026 at 10h00. The cdc will not take responsibility for any errors that may occur in the downloading of documents. Bidders are therefore required to ensure that they download the full pack with NO missing pages. For any further information, kindly visit cdc website (www.coega.co.za) Under current tenders.
Document read. The full tender notice and its supporting documents are read end-to-end. Key sections, requirements, dates, and contact details are identified and pulled into a working summary you can act on.
Compliance review. The working summary is checked against South African procurement standards — PFMA, PPPFA, B-BBEE, CIDB, local content, and preferential procurement — so nothing critical is missed before you start your bid response.
Procurement Rules & Compliance ContextThis tender may be governed by South African public procurement rules covering fairness, transparency, preferential procurement, anti-corruption, administrative justice and access to information.
9 rules
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.
Core procurement rules
These rules commonly apply to South African public-sector procurement.
7
Broad-Based Black Economic Empowerment Act (B-BBEE Act)
Act 53 of 2003
high
Provides the empowerment-compliance context often used in public-sector supplier evaluation.
Relevant because this is a South African public-sector procurement opportunity.
Constitution of the Republic of South Africa, 1996 – Section 217
Act 108 of 1996 (s217)
high
This is general procurement context, not legal advice. Always verify requirements in the official tender documents and issuing authority notices.
Coega Development Corporation seeks a service provider for comprehensive insurance brokering services for a 5-year contract. The scope includes risk management, policy placement, claims administration, and advisory services across multiple insurance lines for corporate assets.
Coega Development Corporation seeks a service provider for comprehensive insurance brokering services for a 5-year contract. The scope includes risk management, policy placement, claims administration, and advisory services for the corporation's short-term insurance portfolio.
Not sure if your business is ready for this tender? Check CSD, CIDB, and B-BBEE requirements, run a readiness assessment, and move from opportunity to submission.
Bid-ready summary. The submission guidelines, evaluation criteria, technical, financial, and compliance sections are refined into professional, easy-to-scan prose. This is the final version you can rely on when preparing your bid or briefing your team.
We refine every tender document through these stages so you can brief your team and prepare your bid with confidence. Anything marked as "in progress" will be upgraded automatically — no action required from you.
Document read
Compliance review
Bid-ready summary
CDC is a public entity under PFMA, based in Nelson Mandela Bay Municipality.
Mandated to develop and operate the 9,003ha Coega Special Economic Zone (SEZ).
Vision: leading catalyst for socio-economic development.
Non-SEZ operations: Coega Human Capital Solutions, Coega Corporate Travel Services, Coega Business Solutions, Project Management Services, Coega Africa Programme.
Acts as Implementing Agent for public and private sector clients across South Africa and assists in establishing SEZs elsewhere.
Submit one original completed bid document in a sealed envelope clearly marked: "CDC/343/26 RFP – APPOINTMENT OF THE SERVICE PROVIDER FOR INSURANCE BROKERING SERVICES FOR THE COEGA DEVELOPMENT CORPORATION (PTY) LTD."
Deliver to: CDC Head Office, Document Control, Corner Alcyon Road & Zibuko Street, Zone 1, Coega SEZ, Gqeberha. Deposit in tender box on ground floor.
Deadline: Monday, 24 August 2026 at 12:00. No late submissions accepted.
No telegraphic, telexed, faxed, emailed, or tippexed submissions.
Courier: you are responsible for timely delivery.
Mandatory returnables: fully completed and signed SBD 1, SBD 4, SBD 6.1, POPIA Consent Form, SBD 7.2, Certificate of Authority, handwritten priced Bill of Quantities, and attendance register from compulsory briefing.
Disqualification risks: missing mandatory documents, misrepresentation, collusion, late submission, failure to attend compulsory briefing.
Additional documents: Organogram or company profile, proof of access to key personnel with relevant experience, completed and signed POPIA Consent Form.
Stage 1: Responsiveness Assessment – check all mandatory documents and requirements.
Stage 2: Functionality Assessment – minimum threshold 65%. Criteria: competence and capabilities (30 pts), experience in short-term brokering for corporations (30 pts), qualifications and international affiliations (30 pts), locally based service provider (10 pts).
Stage 3: Quantitative Assessment – 80/20 preference point system (price 80 pts, specific goals 20 pts).
Stage 4: Qualitative Assessment – capacity and commercial risk check on highest scoring bidders.
Only bidders scoring ≥65% in functionality proceed to quantitative stage.
Scope: Provide professional advice on short-term insurable risks, risk control and management, lead CDC through informed insurance decisions, conduct environmental analysis, investigate product options, perform cost-benefit analyses, place insurance with selected insurers, confirm cover, manage renewals, procure new covers, administer claims, and ensure legislative compliance.
Reporting: Monthly reports including claims reconciliation, performance reports, legal updates, loss analysis.
Meetings: Quarterly review with CDC Procurement and Finance; annual Service Relationship Review.
Risk management: Continuous process from insurance perspective.
CDC's foundational culture is innovation and continuous improvement.
Experience & Qualifications
Source: RFP Insurance Brokering Services.pdf
Demonstrate competence and capabilities with case studies covering full range of services and policy types.
Provide at least three reference letters from clients confirming provision of insurance covers with asset values comparable to CDC's scope.
Nominated professional representative: CV with proof of professional registration with Insurance Institute of South Africa or FSCA-affiliated body.
Provide documentary evidence of affiliation with a reputable international insurance brokerage.
Proof of office space (lease, title deed, municipal statement) for local presence verification.
Pricing Schedule
Source: RFP Insurance Brokering Services.pdf
Submit fully completed, handwritten, priced Bill of Quantities in black permanent ink. Corrections: cross out with one line, write corrected rate above, initial.
Non-compliance leads to immediate disqualification.
Submit a fully completed, handwritten, priced Bill of Quantities in black permanent ink. Corrections: cross out with one line, write corrected rate above, initial. Non-compliance leads to disqualification.
Bids must be VAT inclusive. Non-VAT vendors whose turnover exceeds R1m must include VAT and register with SARS upon award.
Payment: insurance premiums paid monthly.
Successful bidder must maintain adequate insurance cover, including professional indemnity, for contract duration.
B-BBEE: generic entities and QSEs with <51% black shareholding need SANAS accredited certificate; EMEs and QSEs with ≥51% black shareholding need sworn affidavit per DTI template.
Comply with OHS Act, Compensation for Occupational Injuries and Disease Act, Disaster Management Act, and all relevant legislation.
Submit signed SBD 1, SBD 4, SBD 6.1, POPIA Consent Form, SBD 7.2, Certificate of Authority.
Attend compulsory briefing meeting.
No joint ventures or consortiums.
Public servants prohibited.
Provide proof of national and Gqeberha local presence (office space).
Generic entities and QSEs with less than 51% black shareholding: submit valid SANAS Accredited B-BBEE Verification Certificate.
EMEs and QSEs with more than 51% black shareholding: submit sworn affidavit stamped and signed by Commissioner of Oaths per DTI B-BBEE template.
Health & Safety
Source: RFP Insurance Brokering Services.pdf
Successful bidder must comply with Occupational Health and Safety Act, Compensation for Occupational Injuries and Disease Act, Disaster Management Act, and all relevant legislation throughout contract duration.
Contractual Terms
Source: RFP Insurance Brokering Services.pdf
Contract duration: 5 years (60 months).
CDC may vary draft Services Agreement terms during negotiations.
Bidders may propose changes to draft agreement; CDC can accept or reject.
Successful bidder must maintain adequate insurance cover, including professional indemnity.
Deliverables become CDC's intellectual property.
No bidder qualifications or own terms allowed; qualified bids disqualified.
Misrepresentation may lead to termination and claims.
CDC reserves the right not to award or cancel the bid, negotiate with preferred service provider, cancel/terminate the bid process, carry out site inspections, issue addenda, and disqualify bidders for misrepresentation.
Mandatory documents: fully completed and signed SBD 1, SBD 4, SBD 6.1, POPIA Consent Form, SBD 7.2.
Mandatory requirements: attendance register from compulsory briefing, Certificate of Authority, handwritten priced Bill of Quantities, valid FSCA registration certificate.
Failure to submit all mandatory requirements results in submission being deemed null and void.
No telephonic or other communication with any other CDC staff is permitted.
Submission Guidelines
Source: Tender Advert - CDC-343-26.pdf (TENDER)
Download RFP documents from CDC website (www.coega.co.za) and E-tender portal from 24 July 2026, 10:00, at no cost. Provide email address for correspondence.
Submit one original completed bid document in a sealed envelope clearly marked: “CDC/343/26: RFP – APPOINTMENT OF THE SERVICE PROVIDER FOR INSURANCE BROKERING SERVICES FOR THE COEGA DEVELOPMENT CORPORATION (PTY) LTD.”
Hand deliver to: Document control office at CDC head office Coega Business Center, Cnr Alcyon Rd and Zibuko Street, Zone 1, Coega SEZ, Gqeberha. Complete the lodging register.
Courier submissions are allowed but the bidder is responsible for on-time delivery and correct registration of the bidding entity name.
Closing date and time: Monday, 24 August 2026 at 12:00. No late submissions accepted.
Telegraphic, telexed, facsimiled, or emailed submissions will not be accepted.
Failure to provide mandatory information will result in disqualification.
Ensure all documentation is correctly downloaded and submitted in original sequence.
Tip-offs anonymous hotline: 0800 007 035 for reporting theft, fraud, dishonesty, bribery, blackmail, or intimidation.
Returnable Documents
Source: Tender Advert - CDC-343-26.pdf (TENDER)
Failure to provide mandatory information will result in submissions being deemed non-responsive and null and void.
Evaluation Criteria
Source: Tender Advert - CDC-343-26.pdf (TENDER)
Bidders evaluated on functionality with a minimum threshold of 65%.
The 80/20 preference point system applies: 80 points for price, 20 points for specific goals.
Evaluation stages: Responsiveness, Functionality, Quantitative, and Qualitative assessments.
Detailed functionality criteria and weights are in Section 3.2 Table 3A & 3B of the RFP document.
Public servants prohibited from bidding.
No joint ventures or consortiums accepted.
Bidders with more than 5 active CDC projects may face capacity assessment.
Must have proven experience and track record.
Must demonstrate national presence across all South African provinces and local office in Gqeberha.
Technical Specifications
Source: Tender Advert - CDC-343-26.pdf (TENDER)
Scope of insurance brokering services includes:
Professional advice on short-term insurable risks, risk control, and risk management.
Leading CDC through informed insurance decision-making processes.
Conducting environmental analysis to establish insurance needs.
Investigating and maintaining product options.
Performing cost-benefit analyses.
Ongoing placement of insurance with selected insurers.
Providing confirmation of cover and facilitating renewals and new covers.
Managing and administering insurance claims.
Assisting CDC with legislative compliance and best practice.
Reporting requirements (monthly):
Reconciliation of claims data and contributions.
Monitoring of data movements on the insurance portfolio and claims register.
Reconciliation of claims received, submitted, and payments.
Performance reports on service level failures.
Updates on legal and product developments in the insurance industry.
Ongoing evaluation of uninsured risks.
Analysis of loss statistics for trend identification.
Meetings:
Quarterly review meetings with CDC Procurement and Finance.
Annual Service Relationship Review to discuss progress and issues.
Advice:
Provide financial advice on the short-term insurance portfolio as requested.
Assist with interpretation of insurance policy documents, rules, and regulations.
CDC holds certifications: ISO 9001:2015, ISO 14001:2015, ISO 45001:2018, ISO 20000-1:2018, ISO 27001:2022.
CDC operates the Coega Special Economic Zone (SEZ) and focuses on sustainable economic development, infrastructure projects, and socio-economic impact including skills and SMME development.
Bidders must be capable and competent Financial Service Providers registered with the financial services board, with proven experience and track record in insurance brokering.
Health & Safety
Source: Tender Advert - CDC-343-26.pdf
The successful bidder must comply with the Occupational Health and Safety Act and Regulations, Compensation for Occupational Injuries and Disease Act, Disaster Management Act, and all relevant legislation throughout the contract duration.
Contractual Terms
Source: Tender Advert - CDC-343-26.pdf
The service provider must deliver monthly reports including reconciliation of claims data, monitoring of portfolio movements, and performance reporting.
Quarterly review meetings with CDC Procurement and Finance departments are required.
An annual Service Relationship Review to discuss progress and execution issues.
Provide financial advice on the short-term insurance portfolio as requested and assist with interpretation of insurance policy documents and regulations.
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.
CDC Head Office, Corner Alcyon Road & Zibuko Street - Zone 1, Coega SEZ - Gqeberha - 6001
Document-Backed
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Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
2
Last checked
05 Aug 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.