Appointment of the service provider for insurance brokering services for the coega development corporation (pty) ltd

• The Coega Development Corporation (CDC) is a public entity under the 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 include Coega Human Capital Solutions, Coega Corporate Travel Services, Coega Business Solutions, Project Management Services, and Coega Africa Programme.
• The CDC acts as an Implementing Agent for public and private sector clients across South Africa and assists in establishing SEZs elsewhere.

• Closing date and time: Monday, 24 August 2026 at 12:00.
• Compulsory briefing meeting: Friday, 31 July 2026 at 11:00 at CDC Head Office, Corner Alcyon Road & Zibuko Street, Zone 1, Coega SEZ, Gqeberha, eNkundleni Boardroom, Ground floor.
• Clarification deadline: Queries must be submitted via email to Ms. Zine Mtanda between 24 July 2026 and 07 August 2026. No queries after 07 August 2026.
• Tender validity period: 12 weeks from RFP closing date.

• Compulsory briefing meeting: Friday, 31 July 2026 at 11:00 at CDC Head Office, Corner Alcyon Road & Zibuko Street, Zone 1, Coega SEZ, Gqeberha, eNkundleni Boardroom, Ground floor.
• Failure to attend leads to elimination.

• All enquiries must be in writing only to: Ms. Zine Mtanda, Unit Head: Supply Chain Management.
• Email: [email protected]
• No telephonic or other communication with any other CDC staff is permitted.
• Queries accepted only between 24 July 2026 and 07 August 2026.

• Submission deadline: Monday, 24 August 2026 at 12:00.
• Submission address: CDC Head Office, Document Control, Corner Alcyon Road & Zibuko Street, Zone 1, Coega SEZ, Gqeberha. Deposit in tender box at Document Control office on ground floor.
• Format: 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.”
• No late submissions accepted. Telegraphic, telexed, facsimiled, emailed, or tippexed submissions will not be accepted.
• Courier submissions: The onus is on the bidder to ensure documents are received by CDC on time.
• 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: Failure to attend compulsory briefing, incomplete mandatory documents, misrepresentation, collusion, or submission after deadline will lead to disqualification.
• CDC reserves the right not to accept any submission, cancel the bid, or disqualify bidders for misrepresentation.

• Additional documents: Organogram or company profile, proof of access to key personnel with relevant experience, completed and signed POPIA Consent Form.

Registration with FSCA as a Financial Services Provider. Tax compliant and VAT registered. BBBEE compliance (certificate or affidavit as applicable). Not a public servant. Must not exceed five active CDC projects unless one is 80% complete. Must attend compulsory briefing meeting. Must achieve minimum 65% score in functionality assessment.

• Scope of services required for a 5-year (60-month) appointment:

• Provide professional advice on short-term insurable risks.
• Provide professional risk control and risk management.
• Lead CDC through informed insurance decision-making.
• Conduct environmental analysis to establish insurance needs.
• Investigate and maintain product options.
• Conduct cost-benefit analyses.
• Ongoing placement of insurance with selected insurers.
• Provide confirmation of insurance cover.
• Secure and facilitate annual/cyclical renewal of insurance covers.
• Secure and facilitate procurement of new/additional covers.
• Manage and administer insurance claims.
• Assist CDC to comply with legislation and best practice.

• Monthly reporting required, including claims reconciliation, performance reports, and updates on legal developments.
• Quarterly meetings with CDC Procurement and Finance departments to review short-term insurance portfolio.
• Annual Service Relationship Review to discuss progress and service execution issues.
• Continuous risk management process from an insurance perspective.
• Key policy types include assets (buildings, office contents, plant and machinery), business interruption, liability, directors and officers liability, commercial crime, motor fleet, specialised plant and equipment, cyber insurance, boutique hotel, and SASRIA.

• CDC’s foundational culture is innovation and continuous improvement.

• Bidders must demonstrate competence and capabilities in providing full range of insurance brokering services, including case studies.
• Required experience: At least three reference letters from clients confirming provision of insurance covers with asset values concomitant with CDC’s scope.
• Nominated professional representative must provide CV with proof of professional registration with Insurance Institute of South Africa or FSCA affiliation.
• Documentary evidence of affiliation with a reputable international insurance brokerage required.
• Proof of office space (lease, title deed, municipal statement) required for local presence verification.

• Submit fully completed, handwritten, priced Bill of Quantities in black permanent ink. Corrections must be neatly crossed with one line, corrected rate written above, and initialised.
• Non-compliance leads to immediate disqualification.
• Pricing schedule is included as Annexure D.

• Pricing format: Submit a fully completed, handwritten, priced Bill of Quantities in black permanent ink. Corrections must be neatly crossed with one line, corrected rate written above, and initialised.
• Non-compliance with pricing format leads to immediate disqualification.
• Rates will be compared against cost estimate and market average to confirm they are market-related.
• Bidders must be VAT registered and bids must be VAT inclusive. Non-VAT vendors whose turnover exceeds R1 million must include VAT and register with SARS upon award.
• Payment terms: Insurance premiums to be paid on a monthly basis.
• The successful bidder must maintain adequate insurance cover, including professional indemnity insurance, for the duration of the contract.

• Mandatory registrations and certificates:

• Valid Financial Sector Conduct Authority (FSCA) registration certificate as a commercial short-term insurance broker.
• Central Supplier Database (CSD) registration number.
• Tax compliance verified through CSD and SARS.

• B-BBEE requirements:

• Generic entities and Qualifying Small Enterprises (QSE) with less than 51% black shareholding must submit a valid SANAS Accredited B-BBEE Verification Certificate.
• Exempted Micro Enterprises (EME) and QSE with more than 51% black shareholding must submit a sworn affidavit as per DTI B-BBEE template.

• Legislative compliance: 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.
• Other requirements:

• Submit fully completed and signed SBD 1, SBD 4, SBD 6.1, POPIA Consent Form, SBD 7.2.
• Submit Certificate of Authority of Signatory.
• Attendance register from compulsory briefing meeting.
• No joint ventures or consortiums accepted.
• Public servants prohibited from bidding.
• Provide proof of national and Gqeberha local presence (established office).

• Contract duration: 5 years (60 months).
• CDC reserves the right to vary terms of the draft Services Agreement during negotiations.
• Bidders may comment on and propose changes to the draft Services Agreement, but CDC can accept or reject amendments.
• Successful bidder must maintain adequate insurance cover, including professional indemnity, for the contract duration.
• General conditions include indemnity, confidentiality, intellectual property rights, and governing law (South African).
• Deliverables become CDC’s intellectual property.
• No bidder qualifications or own terms and conditions allowed; qualified bids will be disqualified.
• Misrepresentation during contract lifecycle 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.