Appointment of a service provider for short-term insurance services for maluti-a-phofung local municipality (3-Year contract)

Closing date: 25 June 2026 at 10h00. Bid documents available from 22 May 2026 at 10h00.

Supply Chain Enquiries: Ms M. Motsau or Ms P. Litsibane, Tel: 058 718 3878/3870, Email: [email protected], [email protected]. Technical Enquiries: Mr S. Mopeli, Tel: 058 718 3791, Email: [email protected]. Submission Address: Bid Box No. "B", Maluti-a-Phofung Municipality, Setsing Business Centre, C/O Moremoholo & Motloung Streets, Phuthaditjhaba, 9870.

Submit sealed bids to Bid Box No. "B" at Maluti-a-Phofung Municipality, Setsing Business Centre, C/O Moremoholo & Motloung Streets, Phuthaditjhaba, 9870 by 25 June 2026 at 10h00. Bids must: - Use official forms (not re-typed). - Clearly indicate: "APPOINTMENT OF A SERVICE PROVIDER FOR THE PROVISION OF A SHORT-TERM INSURANCE SERVICES TO THE MUNICIPALITY FOR A PERIOD OF THREE (03) YEARS (SCM/BID36/2025/2026)". - Be properly indexed. Bid documents: - Available from 22 May 2026 at 10h00 from Phuthaditjhaba cashiers (R212.40 non-refundable fee, cash or bank-guaranteed cheque). - Free download via e-tender portal. Rules: - No electronic copies, faxes, or late bids accepted. - Only one submission per bidder. - Validity period: 90 days. - Failure to comply may invalidate your bid. - No bids accepted from persons in the service of the state.

Functionality (100 points, minimum 70 required to proceed): - Company experience in similar projects (40 points): >8 years = 30, 6-7 years = 20, 4-5 years = 10, 1-3 years = 0. Requires written, signed references from public sector clients. - Claims administration system (10 points): >6 recommendation letters = 10, 4-5 = 5, 2-3 = 3, 0-1 = 0. Requires letters on letterhead with contact details. - Risk management experience (15 points): >6 recommendation letters = 15, 4-5 = 10, 2-3 = 5, 0-1 = 0. Requires letters on letterhead. - Key representative qualifications (10 points): Finance degree (NQF 7) or equivalent = 10, FAIS accreditation = 6, Institute of Directors SA = 4, Institute of Risk Management SA = 2, none = 0. - Public sector portfolio value ≥R5bn (25 points): 4 confirmation letters = 25, 3 = 20, 2 = 15, 1 = 10, none = 0. Requires signed confirmation letters on letterhead with contact details. Preferential points (80/20 system): - Price (80 points), Specific goals (20 points). Specific goals include: Location (Maluti-a-Phofung = 15, Thabo Mofutsanyana District = 10, Free State = 5), Woman-owned enterprise = 5. Documentation required for validation. Municipality not bound to accept lowest bid.

Scope: Provide short-term insurance services for 3 years. Required cover classes: - Buildings combined, Office contents, Business all risks, Theft, Money, Commercial Crime, Stated Benefits, Electronic equipment, Motor Fleet, Public and employees’ liability, Business Interruption, Accidental Damage, Group Personal Accident, Machinery Breakdown, SASRIA (for Councillors and general). Pricing: Fixed for first 12 months. Escalation and new additions per Service Level Agreement (SLA) for years 2 and 3.

Bid amount must be clearly stated (excl/incl VAT). Validity period: 90 days. Municipality not bound to accept lowest bid. Payment terms, bonds, or guarantees not specified in document.

Mandatory: - CSD registration (all JV/consortium parties must be registered). - Company Registration Certificate (CRC) reflecting active members (excl. sole traders/partnerships). - SARS PIN or Tax Compliance Status (TCS) Certificate (each JV party must submit separately). - Municipal rates and taxes clearance certificate (or proof of no arrears >3 months). - Company profile with functionality documents. - Properly indexed bid documents. Additional: - B-BBEE: Preference points for specific goals (e.g., location, woman-owned). - Foreign suppliers: Complete pre-award questionnaire (Part B:3). - No bids from persons in the service of the state. - Past SCM misconduct, fraud, or corruption may disqualify bidders (declaration forms MBD 8 and MBD 9 required).