APPOINTMENT OF A SERVICE PROVIDER FOR THE PROVISION OF SHORT-TERM INSURANCE FOR UMZINYATHI DISTRICT MUNICIPALITY FOR THE PERIOD OF (36) MONTHSClosed

Overview

Procurement of a service provider to arrange and manage short-term insurance for Umzinyathi District Municipality for the period of 36 months. This is an Open-Tender for insurance broking/services; suitable bidders are insurance brokers/service providers with FAIS/FICA compliance, FSCA registration, and proven public sector short-term insurance experience able to insure municipal assets and administer claims.

Requirements

• Functionality evaluation (total 100 points; minimum 70 to progress):
  • Company experience in provision of short-term insurance: appointment letters and reference letters with stamps (30 points).
  • Qualification and experience of key personnel (Claims Manager/Team Leader): degree or diploma plus 8+ years in insurance and FAIS/FICA compliance (30 points).
  • Proof of FSCA broker registration (20 points).
  • Methodology/Implementation plan to expedite claims (20 points).
• Second stage: Preferential Points System 80/20 (price vs specific goal).
• Compulsory documents to submit (MBD forms, CSD, tax, etc.) and supporting materials:
  • MBD 1, MBD 3.3, MBD 4, MBD 6.1, MBD 8, MBD 9, proof of CIPC registration or ID for sole proprietors, COIDA, SARS TCS/PIN or CSD number, municipal accounts, full CSD, and CSD report.
• Additional requirements: bid validity 120 days; documentation must be complete or bid is non-responsive.

How to Apply

• Documents available from 11 August 2026 on etenders.gov.za and the municipal site (ADVERT T2027-05). Attachments referenced: BID DOCUMENT FOR T2027-05 and ADVERT T2027-05.pdf.
• Submit in a sealed envelope clearly marked T2027-05 and deposit in the tender box at Princess Magogo Building, 39 Victoria Street, Dundee 3000, no later than 10 September 2026 at 12:00. Late or non-submitted bids are not considered.
• Submission modality: on official forms (MBD series) or online; bids must comply with tax, CSD, FSCA, COIDA, and other pre-qualification needs.
• Documents to attach (from Compulsory Documentation): MBD1 Part A, MBD3.3, MBD4, MBD6.1, MBD8, MBD9, proof of company registration, IDs, COIDA, tax status/pin, CSD or tax clearance, and municipal accounts.
• Where to obtain bid documents: via etenders.gov.za and the Umzinyathi website (see above).