Submissions closed on 15 May 2026. The information below is archived for reference.
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Reference
ASA 07/04/2026
Organization
Agrément South Africa
Province
Gauteng
Closed
15 May 2026
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AI Document Analysis Stages
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.
AI Document Analysis Stages
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.
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.
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).
Government tenders in the Financial Service Activities, Except Insurance and Pension Funding sector represent significant opportunities for South African businesses. The South African government regularly procures goods and services through the eTender portal, making it essential for businesses to stay informed about new opportunities.
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Subscribe for FreeSubmission 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.