Objectives

The primary objective of this tender is to appoint a suitably qualified and experienced company to provide short-term insurance services for the Umvoti Municipality over a period of 36 months.

Scope

The scope of the tender includes:

• Provision of short-term insurance coverage for the municipality's assets and liabilities for a duration of 36 months.
• Participation in a compulsory briefing session and submission of all required documentation.
• Adherence to the specifications outlined in the bid documents.

Technical Requirements

The technical requirements include:

• Availability of bid documents at the briefing session and compliance with all conditions specified therein.
• Submission of valid original SARS tax clearance certificate or SARS letter with PIN.
• Proof of registration with the Financial Sector Conduct Authority.
• Company registration documentation not older than 3 months.
• Proof of municipal account or lease agreement (not older than 3 months).
• Proof of residence for rural residents (not older than 3 months).
• Attendance at the compulsory briefing session.
• Submission of certified ID copies of members/directors (not older than 3 months).
• Original or certified BBBEE certificate or sworn affidavit.
• Record of Addenda to tender documents, if applicable.
• Letter of good standing from bank for tenders below R10 million or latest audited financial statements for tenders over R10 million.
• CV of the project manager assigned to the municipality.
• Company profile with traceable references.

Skills Requirements

The skills and qualifications required include:

• Qualified and experienced personnel capable of managing short-term insurance services.
• Project manager with relevant experience and a detailed CV.
• Registered financial sector conduct authority members.
• Ability to provide comprehensive insurance solutions aligned with municipal needs.
• Understanding of municipal procurement policies and compliance requirements.