# Appointment of an insurance broker in accordance with the given scope for a period of 36 months

> This tender closed on 2026-07-23.

- **Reference:** RFQ OW 004 2026/2027
- **Issuer:** [Overberg Water](https://za.bidwunder.com/tenders/issuer/overberg-water.md)
- **Region:** Western Cape
- **Type:** Request for proposal
- **Published:** 2026-07-02
- **Closing date:** 2026-07-23 14:00 SAST
- **Sectors:** [Finance and insurance](https://za.bidwunder.com/tenders/sector/K.md)

## Summary

#### Overview
**Appointment of an insurance broker to provide placement, maintenance and administration of Overberg Water Board's insurance portfolio for 36 months.** Bidders should be experienced short-term insurance brokers with **FSCA accreditation**, registered on the **Central Supplier Database (CSD)**, and able to provide insurers/underwriters for all required classes, plus comply with BBBEE and tax/CSD pre-qualifications (see RFP OW-004/2026/2027 for details).

#### Requirements
- FSCA accreditation for relevant short-term insurance products. (RFP OW-004/2026/2027)
- Valid BBBEE certificate or sworn affidavit for EMEs/QSEs. (RFP OW-004/2026/2027)
- Tax compliance: SARS PIN/CSD status; CSD printout if no PIN. (RFP OW-004/2026/2027)
- Registration on CSD and submission of mandatory forms (SBD1, SBD3.2, SBD4, SBD6.1). (RFP OW-004/2026/2027)
- Evidence of insurance brokerage experience and capability: client reference letters, team CVs, and an accounts manager with relevant experience. (RFP OW-004/2026/2027)
- Provide insurers/underwriters for all quoted classes; include list of classes as per bid. (RFP OW-004/2026/2027)
- Annual Financial Statements for the past three years (audited). (RFP OW-004/2026/2027)
- Demonstrate claims handling capability with quarterly reports and 7-day claim turnaround. (RFP OW-004/2026/2027)
- No advance payments; contract may rely on purchase orders. (RFP OW-004/2026/2027)

#### How to Apply
- Submission deadline: 23 July 2026 at 12:00; submissions to the Overberg Water Board Corporate Office, reception. (RFP OW-004/2026/2027)
- Submission method: hard copy in a sealed envelope; e-mails/telegraphs not accepted. (RFP OW-004/2026/2027)
- Documents to submit: Returnable Schedules SBD1, SBD3.2 (Pricing), SBD4 (Declaration of Interest), SBD6.1 (Preference Points). Pricing schedule is in an attached Excel file; all prices exclude VAT. (RFP OW-004/2026/2027; Commercial_crime_schedule_RFP OW 004 2026-27.xlsx)
- Pricing: include all items; pricing validity 120 days. (RFP OW-004/2026/2027)
- Where to obtain bid documents: e-Tender Portal and Overberg Water website. (RFP OW-004/2026/2027)
- Enquiries: in writing to Ms. A. Sigaba and/or Mr. Ayabulela Booi; deadline for questions 14 July 2026 17:00. (RFP OW-004/2026/2027)

Notes: If applying as a joint venture, provide JV resolutions and CIDB numbers as applicable. Documentation requirements and evaluation criteria follow the 80/20 preference-point system with specific goals (Western Cape location, women/disability/youth ownership, and BBBEE level). (RFP OW-004/2026/2027)

## Description

Appointment of an insurance broker in accordance with the given scope for a period of 36 months

Appointment of an insurance broker in accordance with the given scope for a period of 36 months

Conditions: N/A

## Documents

- RFP OW 004 Insurance Broker 2026-2027.pdf..pdf
- Commercial\_crime\_schedule\_RFP OW 004 2026-27.xlsx..xlsx

Documents download with a free BidWunder account.

## Published on

- [eTenders.gov.za](https://www.etenders.gov.za)

More open tenders: https://za.bidwunder.com/tenders.md

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> Source: https://za.bidwunder.com/tenders/appointment-of-an-insurance-broker-in-accordance-with-the-given-scope-for-a-peri-a283241a