# APPOINTMENT OF SHORT-TERM INSURANCE BROKER

- **Reference:** TDR30/2026/2027
- **Issuer:** [Mossel Bay Municipality](https://za.bidwunder.com/tenders/issuer/mossel-bay-municipality.md)
- **Region:** Western Cape
- **Type:** Open tender
- **Published:** 2026-10-23
- **Closing date:** 2026-11-27 12:00 SAST
- **Briefing:** 2026-11-05 13:00 SAST (compulsory)
- **Sectors:** [Financial services](https://za.bidwunder.com/tenders/sector/K64.md), [Financial auxiliary services](https://za.bidwunder.com/tenders/sector/K66.md)

## Summary

#### Overview
**Appointment of a short-term insurance broker to manage Mossel Bay Municipality's short-term insurance portfolio for a 3-year term (1 July 2027–30 June 2030).** Eligible bidders are experienced insurance brokers with FAIS accreditation and FIA membership, and capable of ISO 9001:2015 (SABS) certification, IRMSA certification, and providing required professional indemnity and crime insurance coverage. The scope includes negotiating, placing, administering and advising on the municipality’s short-term portfolio.

#### Requirements
- FAIS compliance and FIA membership; FAIS certificate
- ISO 9001:2015 (SABS) Quality Management Systems for financial services in short-term insurance
- IRMSA certification
- Professional Indemnity insurance min R100,000,000 (per broker or per JV member)
- Commercial Crime Insurance min R50,000,000 (per broker or per JV member)
- Tax clearance PIN and SARS compliance; separate PINs for JV members if applicable
- CIDB registration (if applicable) and verification at evaluation
- Central Supplier Database registration
- Audited financial statements for the broker (and for JV members, if any)
- Letter of Good Standing from the Compensation Commissioner
- Authorized signatory: board/resolution authorising bid; applicable JV documentation
- JV provisions: JV agreement, B-BBEE status in JV name, lead partner address, SARS PINs for all members
- Provisions on insurability, solvency margins, and other documentary proofs listed in the tender pack (see attached docs)

Notes: See tender documents for detailed criteria and penalties (e.g., 32/40 functionality threshold, locality scoring) (30-2026-2027 Tender Document.pdf). The advert confirms compulsory online briefing and submission rules (ADVERT.pdf).

#### How to Apply
- Deadline: 27 November 2026 at 12:00; tenders opened publicly after closing (Section 1.1, 1.2.13) (30-2026-2027 Tender Document.pdf; ADVERT.pdf).
- Briefing: compulsory online briefing 5 November 2026 at 11:00 via Microsoft Teams; log in 15 minutes prior using Meeting ID 327 162 781 294 945, Passcode FR9nM7UQ (ADVERT.pdf).
- Submission: sealed envelope or courier to Mossel Bay Town Hall, 101 Marsh Street, Mossel Bay; or post to Mossel Bay Municipality; no e-mail or fax; 12:00 deadline (30-2026-2027 Tender Document.pdf).
- Documents to submit: fully completed original tender documents; MBD forms (MBD1, MBD4, MBD5, MBD6.1, MBD8, MBD9); Joint Venture docs if applicable; audited financials, tax/PINs, CIDB (if needed) and proof of insurances (see sections 1.2–1.4) (Tender Pack).
- How to obtain bid docs: from Deslin Kohler or Mossel Bay website (R280 per set; or free online) (30-2026-2027 Tender Document.pdf; ADVERT.pdf).

## Description

APPOINTMENT OF SHORT-TERM INSURANCE BROKER

## Documents

- 30-2026-2027 Tender Document.pdf..pdf
- 30-2026-2027 ADVERT.pdf..pdf
- 30-2026-2027 Tender Document.pdf
- 30-2026-2027 ADVERT.pdf

Documents download with a free BidWunder account.

## Published on

- [Mossel Bay Municipality](https://www.mosselbay.gov.za/tender-available-view/7c3f72f1-c243-44d4-aef0-e1500e2d56cc)
- [eTenders OCDS API](https://www.etenders.gov.za/Home/opportunities?id=1)
- [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-short-term-insurance-broker-dc6aa455