Provision of insurance services for properties and liabilities – 36-Month contract – northern cape tender

Closing date: Friday, 04 September 2026 at 12:00. No other dates are specified.

Bidding procedure enquiries: Mr Thabo Motlhanke, Budget and Treasury Office, tel (053) 712 8700/8784, fax (053) 712 2502, email [email protected]. Technical enquiries: Ms Tlhompho Maele, tel (053) 712 8700, fax (053) 712 2502, email [email protected]. Submission address: John Taolo Gaetsewe District Municipality, 4 Federale Mynbou Street, Kuruman, PO Box 1480, Kuruman, 8460.

Bids must be submitted in a sealed envelope marked with the bid number and description, deposited in the bid box at the John Taolo Gaetsewe District Municipality offices, 4 Federale Mynbou Street, Kuruman, PO Box 1480, Kuruman, 8460, before 12:00 on Friday, 04 September 2026. No bids will be accepted via e-mail, fax, or telegram. Late bids will not be considered. The bid document must be kept intact and submitted as supplied; any form not completed and signed will render the bid non-responsive. The document must be completed in black ink, with corrections crossed out and signed. Bidders must include proof of CSD registration, proof of residence (municipal rates account, lease agreement, or bank letter), and a covering letter. Returnable forms include MBD 1 (Invitation to Bid), MBD 2 (Tax Clearance), MBD 3.1 (Pricing Schedule), MBD 4 (Declaration of Interest), MBD 5 (Declaration for Procurement Above R10 million), MBD 6.1 (Preference Points Claim), MBD 8 (Past SCM Practices), MBD 9 (Independent Bid Determination), and a Board Resolution where applicable.

Evaluation is in three phases. Phase 1: Administrative compliance – all MBD forms, CSD registration, proof of residence, bank letter of good standing, track records with references, and signed JV agreement (if applicable) must be submitted; failure leads to disqualification. Phase 2: Functionality (100 points) – company profile (20 points), financial capacity (15 points, Category A=15, B=10, C=5), related work experience (30 points: 3+ appointment letters=30, 2-3=15, below 2=0), and CVs of team members including underwriting manager (35 points). Minimum qualifying threshold is 70 points. Phase 3: Price and specific goals (100 points) – price 80 points, specific goals: Black people 10 points, residing in JTG District Municipality 10 points. The 80/20 preference point system applies.

The contract covers insurance services for the municipality's properties and liabilities for 36 months. The pricing schedule lists policy types: buildings combined (fire and allied perils), office contents, business interruption, theft/burglary, money, goods in transit, business all risk, accidental damage, public liability, employers' liability, motor fleet, electronic equipment, commercial house owners, and SASRIA cover for councillors and house owners. Insured amounts are specified for each category, including buildings at various locations (e.g., Kuruman Campus R3,200,000; Municipal Building Offices R19,900,000), office contents R2,871,309, business interruption R1,000,000, theft R20,000, money R50,000, goods in transit R200,000, commercial crime R1,000,000, all risks R2,716,030.20, accidental damage R100,000, public liability R5,000,000, employers' liability R1,000,000, personal injury R120,000, electronic equipment R4,717,244, and motor fleet (21 vehicles R14,383,875.72, 3 trailers R3,607,259.15). The service provider must add and insure new assets as required upon approval of premiums by the Accounting Officer.

Bidders must submit company profiles demonstrating experience and technical ability. Related work experience is scored based on appointment letters: 3 or more = 30 points, 2-3 = 15 points, below 2 = 0 points. CVs of team members, including an underwriting manager, are required (35 points).

The pricing schedule (MBD 3.1) requires firm prices, VAT inclusive. It lists policy types and insured amounts for buildings, contents, business interruption, theft, money, goods in transit, commercial crime, all risks, accidental damage, public liability, employers' liability, personal injury, electronic equipment, motor fleet, and commercial house owners. The service provider must add new assets upon approval of premiums.

Prices must be firm and VAT inclusive. The offer must remain valid for 90 days from closing date. Bidders must provide a bank letter of good standing as proof of financial capacity. For procurements above R10 million, audited annual financial statements for the past three years (or since establishment) must be submitted. The pricing schedule requires total premium and excess for each policy type.

Bidders must be registered on the Central Supplier Database (CSD). A valid tax clearance certificate (MBD 2) is required; for consortia/JVs, each party must submit a separate certificate. Bidders must complete MBD 4 (Declaration of Interest) disclosing any connection to state employees; persons in service of the state are not eligible. MBD 5 (Declaration for Procurement Above R10 million) requires disclosure of outstanding municipal debts and any contracts with organs of state. MBD 6.1 (Preference Points Claim) must be completed to claim specific goals; a B-BBEE certificate is required to claim preference points. MBD 8 (Past SCM Practices) and MBD 9 (Independent Bid Determination) must be signed. A Board Resolution authorising the signatory is required. Proof of residence (municipal rates account, lease, or bank letter) not older than 90 days must be provided.

The contract will be governed by the municipality's Supply Chain Management Policy and the General Conditions of Contract (July 2010). The successful bidder must sign a written contract form (MBD 7). The offer must remain valid for 90 days. If the bidder withdraws or fails to fulfil the contract, the municipality may recover additional expenses incurred. Copyright and patent rights in any work produced vest in the municipality.

Evaluation is in three phases: administrative compliance, functionality (minimum 70 points), and price/specific goals (80/20 system). Functionality criteria: company profile (20), financial capacity (15), related work experience (30), and CVs of team members including underwriting manager (35). Price 80 points, specific goals: Black people 10, residing in JTG District Municipality 10.