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

- **Reference:** RE-ADVERT RFP OW 004/2026/2027
- **Issuer:** [Overberg Water](https://za.bidwunder.com/tenders/issuer/overberg-water.md)
- **Region:** Western Cape
- **Type:** Request for proposal
- **Published:** 2026-10-06
- **Closing date:** 2026-11-05 14:00 SAST
- **Briefing:** 2026-10-16 13:00 SAST (compulsory)
- **Sectors:** [Professional, scientific, technical](https://za.bidwunder.com/tenders/sector/M.md)

## Summary

#### Overview
**Appointment of an insurance broker for Overberg Water Board for a 36-month period to place, manage and administer the Board’s insurance portfolio.** Bidders should be experienced insurance brokers with FSCA accreditation for relevant short-term products, and must meet CSD, SARS TCS pin, BBBEE, and related qualification requirements.

#### Requirements
- Compulsory briefing session attendance.
- Proof of accreditation with the Financial Sector Conduct Authority (FSCA) for relevant short-term/insurance products.
- BBBEE verification certificate (SANAS) or sworn affidavit for EMEs.
- Annual Financial Statements for the last 3 years (audited).
- Complete and submit SBD 1, SBD 3.2 (Pricing), SBD 4, and SBD 6.1.
- Tax Compliance Status (SARS PIN/TCS) and CSD registration.
- Insurers/Underwriters for all quoted insurance classes.
- Evidence of short-term insurance brokerage experience; reference letters (last 5 years).
- Organogram and CVs; Accounts Manager with 5+ years in short-term insurance.
- Demonstrate claims experience (> R5 million in last 5 years).
- Tender validity: 120 days.

#### How to Apply
- Deadline: 5 November 2026 at 12:00. Questions due by 25 October 2026 at 17:00. (see documents)
- Briefing: 16 October 2026 at 11:00, No.1 Niblick Way, Somerset West; mandatory.
- Submissions: sealed envelope filed at Overberg Water Board Corporate Office reception; lodging sheet required.
- Documents to submit: Invitations and forms (SBD 1, SBD 3.2, SBD 4, SBD 6.1) plus Pricing Schedule; FSCA proof; BBBEE; CSD; Tax PIN; ID of signatory; board resolutions if relevant.
- Documents/portal: RFP documents available on the e-Tender Portal and Overberg Water website (www.overbergwater.co.za) from 06 Oct 2026. Pricing details reference the Pricing Schedule and asset schedules in the attached Excel (Commercial_crime_schedule_RFP OW 004 2026-27.xlsx). ( filename references: Re-Advert RFP OW 004 Insurance Broker 2026-2027.pdf )

## 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 Briefing Venue: No.1 Niblick Way, Trident Park 3, Ground Floor, Somerset West

## Documents

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

Documents download with a free BidWunder account.

## Published on

- [eTenders OCDS API](https://www.etenders.gov.za/Home/opportunities?id=1)
- [eTenders.gov.za](https://www.etenders.gov.za)

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> Source: https://za.bidwunder.com/tenders/appointment-of-an-insurance-broker-in-accordance-with-the-given-scope-for-a-peri-d322f019