Frequently Asked Questions — Advisory Claims Management Services – National Government Tender

Question 1

What are the submission requirements for this tender (Ref: )?

Accepted Answer

Returnable Documents:

Question 2

How will bids be evaluated?

Accepted Answer

CSD registration; valid SARS tax compliance status (TCS pin) and tax clearance certificate; B-BBEE certificate or sworn affidavit; completed SBD 1 (Invitation to Bid) and SBD 6.1 (Preference Points Claim); vendor accreditation form; cancelled cheque or stamped bank letter; supplier information and disclosure forms signed and stamped by a Commissioner of Oaths; certified copies of shareholders/directors' IDs.

Question 3

What are the technical specifications?

Accepted Answer

The Land Bank Insurance (SOC) Ltd, herein referred to as LBI is a wholly owned subsidiary of the Land and Agricultural Development Bank of South Africa, which promotes, facilitates and supports the development of the agriculture sector in South Africa. LBI is an insurance company mandated to provide insurance and risk management solutions to the agricultural community as per the mandate from the Minister of Finance and the Land Bank Act No. . LBI’s directive is limited to operate within the boundaries of the agricultural sector, which by description classifies us as niche players in a specialised industry. Among its products, LBI provides agricultural asset insurance. 2.1 Objective Land Bank Insurance Company SOC Ltd (LBIC) seeks to obtain an independent expert assessment of the organization’s current claims management environment and to develop recommendations for an optimal future state claims management operating model. The service provider must assess the current environment, identify gaps and inefficiencies, benchmark the organization against relevant industry practices and provide recommendations on the people, processes, technology, governance, controls, service providers, costs and operating model required to establish an effective and efficient claims management function. 2.2 Current environment assessment Assess the current claims management operating model, including roles and responsibilities, internal and outsourced functions, governance, decision- making, delegated authority and interaction with other business functions. 2.3 Claims governance and controls Review the adequacy of claims policies, procedures, delegations, approval processes, quality assurance, reporting, fraud controls, compliance, record keeping and other key controls. Identify gaps and recommend improvements. 2.4 Internal resources and capabilities Assess the organisation's current claims resources, skills, competencies and capacity. Identify gaps and recommend the required organisational structure, roles, skills and resources for the future claim’s environment. 2.5 Technology and system assessment Assess the systems and technology supporting claims management, including workflow, digital claims processing, document management, reporting, automation, integration and data analytics. Identify gaps and opportunities for improvement. 2.6 Claims data and performance analysis Analyse available claims data and performance indicators, including claims volumes, turnaround times, outstanding claims, repudiations, costs, assessment fees, complaints and other relevant measures. The analysis must identify trends, inefficiencies and opportunities for improvement. 2.7 Industry benchmarking Benchmark the organisation's claims management environment against relevant: • Insurance industry practices; • Agricultural insurance practices; • South African market practices; • Comparable organisations; and • Relevant international practices, where appropriate. The benchmarking should consider operating models, service levels, staffing, technology, governance, costs, outsourcing and customer experience. 2.8 Future-state operating model The service provider must develop and assess alternative claims management operating models, including: Option 1 – In-House Model Claims management predominantly performed by internal resources. Option 2 – Outsourced Model Claims management predominantly performed by external service providers. Option 3 – Hybrid Model Strategic oversight, governance and selected claims functions retained internally, with operational or specialist activities outsourced. Option 4 – Other Recommended Model Any alternative model considered appropriate based on the organisation's circumstances. For each model, the service provider must assess: • Advantages and disadvantages; • Organisational structure; • Required resources; • Skills and competencies; • Systems and technology; • Governance requirements; • Operational risks; • Regulatory considerations; • Customer experience; • Scalability; • Implementation complexity; • Estimated costs; and • Potential efficiencies and benefits. 4.10 Recommended Future-State Model The service provider must make a clear recommendation on the preferred future environment claims management operating model. The recommendation must clearly identify: • Activities to be retained in-house; • Activities to be outsourced; • Activities requiring specialist service providers; • Required internal resources; • Required governance structures; • Required systems and technology; • Required controls; • Expected benefits; and • Key risks and mitigation measures. 4.11 Implementation Roadmap Develop a practical implementation roadmap for the recommended operating model, including: • Implementation phases; • Key activities; • Priorities; • Dependencies; • Required resources; • Indicative timelines; • Technology requirements; • People and skills requirements; • Change management; • Procurement requirements; and • Key risks and mitiga…

Question 4

What compliance and legal requirements must bidders meet?

Accepted Answer

valid tax clearance certificate TAX COMPLIANCE STATUS TAX COMPLIANCE REQUIREMENTS TAX COMPLIANCE STATUS (TCS) PIN MAY BE MADE VIA E-FILING tax compliance status (TCS) pin issued by SARS along TCS PIN IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER CSD NUMBER CSD NUMBER MUST BE PROVIDED CENTRAL SUPPLIER DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED Central Supplier Database (CSD) Central Supplier Database 2. TAX COMPLIANCE REQUIREMENTS 2.3 APPLICATION FOR TAX COMPLIANCE STATUS (TCS) PIN MAY BE MADE VIA E-FILING PARTY MUST SUBMIT A SEPARATE TCS CERTIFICATE / PIN / CSD NUMBER. 2.6 WHERE NO TCS PIN IS AVAILABLE BUT THE BIDDER IS REGISTERED ON THE CENTRAL SUPPLIER DATABASE (CSD), A CSD NUMBER MUST BE PROVIDED. HEN IT IS NOT A REQUIREMENT TO REGISTER FOR A TAX COMPLIANCE STATUS B-BBEE Minimum Level: 1 Points Allocation: 3 points B-BBEE Details: entiality The bidder will be required to sign a confidentiality agreement to ensure that the Bank data and information is managed confidentially. 2. Miscellaneous The Bank reserves the right, in its sole and absolute discretion, to amend these terms of reference as required from time to time. 3. Preference and Financial Evaluation 3.1. Price and Specific Goals This phase is the final stage in the evaluation process and only successful bidders that have passed stage one will be considered. In this phase only price and specific goals will be considered. To qualify for specific, a valid B-BBEE certificate needs to be submitted with this bid. Land Bank will evaluate all tenders in terms of Preferential Procurement Policy Framework regulation of 2022 (PPPFA). The scoring methodology will apply. A copy of the PPPFA regulations can be downloaded from www.treasury.gov.za Either 80/20 preference point system will be utilised for this tender Bidders are required to complete Annexure I SBD 6.1 in full to ensure all BBBEE and sub-contracting information are submitted at the time of the bid closing 4. GENERAL CONDITIONS 4.1. All tenderers responding to this request for Proposals must provide the following statutory compliance documentation in order to be considered: a) Completed Vendor Accreditation Form b) Proof of registration to the Central Supplier Database (CSD) c) Cancelled cheque and/or stamped letter from the Bank d) All Supplier information and disclosure forms must be properly completed, signed and stamped by a Commissioner of Oaths e) Any false declaration of information will result in the exclusion of the proposal from consideration f) Bidders to submit a tax compliance status (TCS) pin issued by SARS along with a valid tax clearance certifi

Question 5

What are the important dates and deadlines for this tender?

Accepted Answer

{"closingDate":"05 October 2026","closingTime":"16:00pm"}

Question 6

Who should be contacted for queries about this tender?

Accepted Answer

{"name":"Bathabile Nkosi","email":"BNkosi@landbank.co.za","phone":null,"department":"y as per","address":null}

Advisory claims management services – national government tender

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Broad-Based Black Economic Empowerment Act (B-BBEE Act)

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Active buying organisations

Intelligence and resources

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Broad-Based Black Economic Empowerment Act (B-BBEE Act)

Constitution of the Republic of South Africa, 1996 – Section 217

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Public Procurement Act, 2024 (PPA)

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