The Fields, Office Block A, 1066 Burnett Street. Ground floor - HATFIELD - PRETORIA - 0083
Organization Type
GOVERNMENT
Published
01 Jul 2026
OCDS Reference
ocds-9t57fa-160885
Summary
This tender is for the appointment of a short-term insurance broker to provide comprehensive corporate insurance cover for the small enterprise development and finance agency (sedfa) across its national, provincial, and branch offices. IT is a three-year contract requiring the broker to manage all aspects of insurance, including risk assessment, policy placement, claims administration, and advisory support. The tender is aimed at suitably qualified and accredited insurance brokers with proven experience in the corporate short-term insurance industry.
Key Requirements
Bid submission deadline is 23 July 2026 at 12:00, with a validity period of 120 days.
Mandatory requirements include valid FSCA registration and Professional Indemnity Insurance cover of R30–50 million.
Bidders must submit a full compliance pack including completed SBD forms, CSD registration, Tax Compliance Status, B-BBEE proof, CIPC documents, and address verification.
Functionality evaluation requires a minimum score of 70/100, heavily weighted on company experience (50 points) and qualified team members.
The contract is for 36 months, covering extensive insurance perils including Business All Risks, Public Liability, Motor Fleet, and SASRIA.
All bidder staff must be South African citizens, and the successful bidder must provide necessary work tools.
Evaluation uses an 80/20 preference point system (80 for price, 20 for specific goals like enterprise size and B-BBEE ownership).
APPOINTMENT OF A SHORT – TERM INSURANCE BROKER FOR THE PROVISION OF A CORPORATE SHORT-TERM INSURANCE COVER FOR THE SEDFA NATIONAL, PROVINCIAL & BRANCH OFFICES FOR A PERIOD OF THREE (3) YEARS
Tender context
Return to this tender’s issuing organisation, province, or category.
Appointment of a short – term insurance broker for the provision of a corporate short-term insurance cover for the sedfa national, provincial & branch offices for a period of three (3) years
The Fields, Office Block A, 1066 Burnett Street. Ground floor - HATFIELD - PRETORIA - 0083
Construction & Civil Engineering Industry Profile
Critical Requirements
CIDB Contractor Grading
Regulatory Bodies
ECSASACPCMPCIDBSAIA
Tenders in this industry often require registration with these bodies.
CIDB Registration
Construction Industry Development Board (CIDB) registration is mandatory for almost all public sector construction tenders. Ensure your grading matches the tender value.
Typical Documents
10 items
Company Registration (CIPC)
Tax Clearance Certificate
B-BBEE Certificate
CSD Registration
Company Profile
CIDB Registration Certificate
NHBRC Registration (if applicable)
Health & Safety Plan
Insurance Certificates
Previous Project Completion Certificates
Recommended Certifications
Having these can improve your winning chances: NHBRC Registration, ISO 9001:2015 (Quality Management), ISO 14001:2015 (Environmental Management), ISO 45001:2018 (Occupational Health & Safety), SACPCMP Registration, ECSA Registration
Review in progress · 0 of 1 documents being finalised
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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.
DocumentRFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdfReview complete
Description
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Important Dates
01 Jul
2026
PUBLICATION
Tender Published
Tender was published
23 Jul
2026
DEADLINE
Closing Date
Tender closing date
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.
11 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.
RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
The Small Enterprise Development and Finance Agency (SEDFA) invites bids for the appointment of a short-term insurance broker to provide corporate short-term insurance cover for its national, provincial, and branch offices for a period of three (3) years. The successful bidder will manage insurance claims, update asset registers, ensure adequate coverage, and provide advisory services. The contract includes comprehensive coverage for various risks such as business all risks, public liability, motor fleet, travel, directors & officers liability, professional indemnity, SASRIA, and more. The evaluation process follows a 4-stage points system (80/20), with mandatory compliance, functionality, and pricing criteria.
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
SEDFA is a development finance institution formed from merger of sefa, Seda, and CBDA.
Provides financial and non-financial support to MSMEs.
Attend quarterly meetings to review risks and claims.
Provide ongoing advice on policy changes and risk strategies.
Insurance coverage required includes:
Business All Risks, Office Contents, Public Liability, Electronic Equipment, Motor Fleet, Travel, Directors & Officers Liability, Professional Indemnity, SASRIA, and other perils.
Staff must be South African citizens; SEDFA reserves right to validate citizenship.
Successful bidder must provide necessary work tools to employees.
Methodology
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Zero-tolerance approach to fraud, corruption, bribery.
Report suspected fraud via hotline 0800 000 663.
No upfront payments required; any such requests are scams.
Successful bidder must provide necessary work tools to employees.
Experience & Qualifications
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Minimum 10 years’ experience in insurance brokerage: provide contactable reference letters from public/private entities.
Project Manager: minimum 1 year experience, bachelor’s/advanced diploma/postgraduate in Financial Management/Insurance, RE5 Certificate.
Underwriter: minimum 1 year experience, diploma in Financial Management/Insurance, RE5 Certificate.
Claims Technician: minimum 1 year experience, diploma in Financial Management/Insurance, RE5 Certificate.
Certified copies of qualifications and certificates not older than 3 months.
Scoring based on years of experience and qualification submission.
Pricing Schedule
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Submit completed pricing proposal (SBD 3.3).
Prices in ZAR inclusive of taxes, disbursements.
Indicate escalation for years 2 and 3 if applicable.
List any other charges.
Detailed insurance sums insured provided in Annexure E (e.g., Business All Risks R97,786,806, Public Liability R100,000,000, etc.).
Financial Requirements
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf (TENDER)
Submit completed pricing proposal; failure leads to disqualification.
Prices must be in South African Rand, inclusive of taxes and disbursements.
Indicate escalation percentages for years 2 and 3 if applicable.
List any other charges.
Pricing evaluated in Stage 4 (80 points) only for bidders scoring ≥70 on functionality.
Refer to detailed insurance sums insured in Annexure E for coverage values.
Compliance Requirements
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf (TENDER)
Mandatory Documents:
SBD 1, 3.3, 4, 6.1 fully completed and signed.
Valid Tax Compliance Status (TCS PIN) from SARS.
CSD registration proof (CSD Report).
Valid B-BBEE certificate or sworn affidavit (dtic/CSCC template).
CIPC registration documents and certified ID copies of directors/shareholders (not older than 3 months).
Proof of physical address (utility bill, lease, title deed, municipal letter).
FICA Compliance: Submit KYC documents (certified IDs, certificate of incorporation, change of name if applicable, current director list).
Mandatory: FSCA registration certificate and Professional Indemnity Insurance policy (certified copy not older than 3 months).
Staff must be South African citizens.
Disqualification if listed on National Treasury Restricted Suppliers List, Register of Defaulters, or deregistered on CIPC/CSD.
B-BBEE Requirements
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf (TENDER)
Submit valid B-BBEE certificate or sworn affidavit (dtic/CSCC template).
Specific goals points allocated for:
Enterprise size: micro (8), small (5.6), medium (3.2), large (0.8).
B-BBEE ownership level: L1 (2) to L8 (0).
Black women owned (≥30%): 4 points.
Youth: 2 points.
Location: rural (4), township (2.4), city (0.8).
Supporting documents required: CSD for size, B-BBEE certificate/affidavit, CIPC/CSD for youth, utility bill/lease/title deed for location.
Health & Safety
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Staff must be in good health and adequately trained.
Fire risk management and emergency evacuation plans required post-award.
Building must be declared gun-free.
SEDFA not liable for on-site injuries or damages.
Contractual Terms
Source: RFB_15_2026_2027 SHORT TERM INSURANCE BROKER SERVICES.pdf
Contract duration: 36 months from date of appointment.
Successful bidder must enter into a Service Level Agreement with SEDFA.
Block A, The Fields, 1066 Burnett St, Hatfield, Pretoria, 0833, South Africa
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Source confidence
High source confidence
Official source
eTenders.gov.za
Documents found
1
Last checked
01 Jul 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.