Insurance brokerage services RFP – SANRAL (5-Year contract)

Closing date: 21 August 2026 at 12:00. Clarification deadline: 14 August 2026 at 16:00. Validity period: 90 calendar days from closing date. No formal briefing session will be held.

No formal briefing session will be held. Queries must be emailed to the contact person in SBD1 Form. Clarification deadline: 14 August 2026 at 16:00.

Primary contact: Procurement Officer. Email: [email protected]. Phone: 012 426 6200. For unresolved queries: [email protected]. Submission address: SANRAL, 36 Assegaai Wood Street, Rooihuiskraal, Centurion, 0157.

Submit bids by 12:00 on 21 August 2026. Bids must be sealed in a clearly marked envelope and placed in the tender box at: South African National Roads Agency SOC Limited, 36 Assegaai Wood Street, Rooihuiskraal, Centurion, 0157. Submit one original, one hard copy, and one electronic copy (e.g., CD or memory stick). No telegraphic, emailed, or faxed bids accepted. Bids must include all required returnable documents (e.g., SBD1 Form, Form A2-A18, B1-B2). Bids remain valid for 90 calendar days from closing date. Withdrawal of bids is only allowed in writing before the closing date. Disqualification risks: late submission, incomplete documents, misleading information, or failure to meet administrative responsiveness criteria.

Disqualification risks: collusion, conflict of interest non-disclosure, participation in multiple bids, or submission of misleading information. Sanral may terminate contracts for non-compliance, misrepresentation, or failure to maintain valid documents (e.g., B-BBEE status). Contracts may require security clearance for personnel/subcontractors.

Mandatory forms: SBD1, A2 (Certificate of Authority), A3 (JV Agreement), A4 (Debt Declaration), A5 (DPIP/FPPO Declaration), A6 (Fronting Practices Certificate), A7 (CSD Registration), A8 (Litigation History), A9 (Tax Compliance), A10 (Deviations), A11 (SBD4 Disclosure), A12 (B-BBEE Verification), A13 (POPIA), A14 (Due Diligence Consent), A15 (Supply Chain Practices), A17 (Single Tender Submission), A18 (Specific Goals Claim), B1 (Work Experience), B2 (Key Personnel Experience). All documents must remain valid for the contract duration.

Evaluation uses a multi-step process: (1) Administrative responsiveness (e.g., timely submission, completed forms). (2) Technical threshold: Minimum 70 points for experience, FSCA registration, key personnel qualifications, and methodology. (3) Price scored via 80/20 or 90/10 formula. (4) B-BBEE preference points (10-20) per level. (5) Post-tender negotiations if prices are non-market-related. JVs evaluated on consolidated B-BBEE scorecard.

Technical evaluation criteria (max 100 points):

• Bidder experience in public sector/transport insurance: 0-30 points (3 references: 10, 4: 20, 5+: 30).
• FSCA registration: 0 or 20 points.
• Key personnel: NQF 8 (Law/Finance/Risk) for senior roles (15+ years): 0-30 points (15+ years + qualification: 30).
• NQF 7 for junior roles (5+ years): 0-20 points (5+ years + qualification: 20).
• Methodology: 0-40 points (4+ requirements + value-add: 40).

Minimum 70 points required to progress to final evaluation.

Scope: Provision of insurance brokerage services for 5 years. Required services: (1) Insurance Advisory: Annual evaluation of SANRAL’s insurance needs, advice on cover/risk-financing, benchmarking, and specialist advice. (2) Programme Review: Develop/structure insurance programmes, prepare market submissions, negotiate terms/premiums, and facilitate policy placement/renewal. (3) Policy Administration: Maintain schedules/records, review wordings/endorsements, ensure timely issuance, and monitor compliance. (4) Claims Management: End-to-end support, notification/registration, liaison with insurers/loss adjusters, expedite settlements, and produce reports. Service Provider must demonstrate experience in public sector/infrastructure insurance portfolios and deliver cost-effective, sustainable solutions.

Bidders must submit one original, one hard copy, and one electronic copy of their proposal. Bids must remain valid for 90 calendar days. No telegraphic, emailed, or faxed bids accepted. Alternatives may be submitted but only considered if a compliant offer is included. All bids must contain all specified documents.

Submit pricing for Insurance Brokerage Services (Years 1-5) in South African Rand, inclusive of 15% VAT. Use the provided schedule: Year 1-5 (Yearly rate). Total price (excl. VAT), VAT (15%), and total inclusive of VAT. Deviation from this format may disqualify the bid. All disbursements must be explicitly priced.

Pricing must be quoted in South African Rand, inclusive of 15% VAT. Use the provided pricing schedule (Year 1-5, annual rates). Deviation from the schedule may disqualify the bid. All disbursements must be explicitly priced. Sanral will round final pricing scores to 2 decimal places. Payment terms and bonds/guarantees are not specified in the document.

Mandatory: (1) Tax Compliance: Submit SARS TCS PIN or printed certificate. Apply via e-filing (www.sars.gov.za). For JVs/consortia, each party must submit separate TCS/CSD. (2) Central Supplier Database (CSD): Register on https://secure.csd.gov.za/. Non-registration renders bid non-responsive. Foreign suppliers with no RSA presence are exempt. (3) B-BBEE: Submit verification certificate or sworn affidavit. JVs evaluated on consolidated B-BBEE scorecard. (4) FSCA Registration: Lead bidder must be registered with the Financial Sector Conduct Authority. (5) Returnable Documents: Complete all forms (SBD1, A2-A18, B1-B2). (6) Conflict of Interest: Disclose any conflicts; failure may disqualify. (7) Fronting Practices: Submit Form A6; intentional misrepresentation may be reported to DTI/B-BBEE Commissioner. (8) POPIA: Submit Form A13 for due diligence consent.

Submit B-BBEE Status Level Verification Certificate or sworn affidavit. Preference points awarded per level: Level 1: 10-20, Level 2: 9-18, Level 3: 6-14, Level 4: 5-12, Level 5: 4-8, Level 6: 3-6, Level 7: 2-4, Level 8: 1-2, Non-compliant: 0. JVs evaluated on consolidated B-BBEE scorecard. Specific goals preference points awarded via claim form.

Contract duration: 5 years. Sanral reserves rights to: modify RFP, reject non-compliant bids, disqualify late submissions, split awards, cancel the process, validate bidder information, request audited financials, and terminate contracts for misrepresentation. Successful bidders must obtain security clearance (CONFIDENTIAL/SECRET/TOP SECRET) if required. Contract prices remain firm during validity period (90 days). Sanral may publish tender prices on National Treasury e-Tender Portal and JSE Debt Listing Requirements compliance may apply.

Mandatory requirements: (1) Tax Compliance: SARS TCS PIN or CSD registration. (2) CSD registration (foreign suppliers exempt if no RSA presence). (3) B-BBEE certificate/affidavit. (4) FSCA registration for lead bidder. (5) Complete all returnable documents (SBD1, A2-A18, B1-B2). (6) Disclose conflicts of interest, DPIP/FPPO relationships, and litigation history. (7) Submit fronting practices declaration. (8) POPIA consent for due diligence.