Appointment of transactional advisors to drive revenue-generating initiatives for trade and investment kwazulu-natal (tikzn)

TIKZN, a Schedule 3C public entity, currently relies solely on funding from the KwaZulu-Natal Department of Economic Development, Tourism and Environmental Affairs (EDTEA). It lacks independent revenue streams and seeks to appoint five Transactional Advisors to:

• Secure additional funding through grants, project financing, and partnerships.
• Provide advisory services in feasibility, transaction structuring, and compliance.
• Deliver outcomes including secured funding commitments, signed agreements, and regular progress reports.
• Contract period is three years with an optional one-year renewal based on performance.

• Compulsory Briefing: 14 July 2026 at 11:00. Attendance is mandatory for bid participation. Use the link in the advert to join.
• Bid Closing Date: 28 July 2026 at 12:00 (midday).

• For procurement/bidding enquiries: Mr. Matthew Canham.
• For technical enquiries: Mr. Meshack Zwane.
• Telephone: 031 368 9600.
• Email: [email protected].
• Physical submission address: Trade and Investment House, 1 Arundel Close, Kingsmead Office Park, Durban, 4000.

• Submit your bid in a sealed envelope clearly marked with the bid number and closing date.
• Deliver to the tender box at Reception, Trade and Investment House, 1 Arundel Close, Kingsmead Office Park, Durban.
• Deadline: 28 July 2026 at 12:00 (midday). Late submissions will not be considered.
• No electronic submissions (email, fax, etc.) are accepted.
• Ensure all compulsory bid forms are completed and included: SBD1 (Parts A & B), Declaration that CSD information is correct and up to date, Certification of correctness of information, SBD 4 (Bidder’s Disclosure), Authority to Sign a Bid, Consent to Process Personal Information.
• Failure to submit these forms may lead to disqualification.
• Bidders must initial every page of the document and avoid using correction fluid.
• Withdrawals must be submitted in writing before the closing date.

Scope: Appointment of five (5) Transactional Advisors on a multi-appointment basis to support revenue-generation for TIKZN.

• Key Activities:
• Feasibility and Market Assessment: Identify viable revenue opportunities and develop business cases.
• Fundraising and Capital Mobilisation: Secure grants, project financing, or PPP funding from DFIs, banks, investors, and donors. Note: TIKZN cannot take loans without shareholder and treasury approval.
• Transaction Structuring: Manage financial, legal, and commercial structuring.
• Compliance and Risk Management: Ensure alignment with PFMA, Treasury Regulations, and TIKZN policies.
• Expected Deliverables:
• Secured funding commitments (grants, investments, partnership agreements).
• Finalised transaction structures compliant with PFMA.
• Signed funding or partnership contracts.
• Monthly progress and implementation reports.
• Proposal Requirements:
• Approach and Methodology: Demonstrate understanding of TIKZN's objectives, proposed step-by-step approach, work plan, risk management, and value proposition.
• Experience and References: Provide company track record with evidence of raising at least R10 million per transaction. Submit at least three comparable project examples from the past five years with contactable references.
• Team Capability: Submit detailed CVs for key team members with qualifications and experience in finance, legal, investment structuring, and project management.
• Resources: Demonstrate human, technical, institutional capacity, and networks with funders.

Your proposal must detail:

• Understanding of TIKZN's revenue-generation objectives and compliance needs.
• Step-by-step approach to mobilise funding and structure transactions.
• Specific methods for identifying funders, securing commitments, and ensuring compliance.
• A practical work plan with phases, activities, milestones, and timelines.
• Identification and mitigation of financial, legal, and operational risks.
• Your unique value proposition and networks.

• Company Experience: Demonstrate a track record in fundraising, capital mobilisation, or transaction advisory for public entities, DFIs, or private sector. Provide verifiable evidence of raising at least R10 million per transaction.
• Project Examples: Submit at least three comparable assignments completed in the past five years, including scope, value, outcomes, your role, and contactable references.
• Team Profiles: Provide CVs for key personnel highlighting qualifications and experience in finance, legal, investment structuring, and project management.
• Resources: Showcase your team's expertise, technical tools, institutional capacity, and networks with funders.

• Remuneration is solely success-based at 5% of funding mobilised.
• Submit pricing as per SBD 3.3.
• Ensure price quotations include all applicable taxes (VAT).
• Price carries 80 points in the evaluation.

• Pricing Model: Success-fee only. No upfront payments.
• Fee Structure: Uniform success fee of 5% on all funding successfully mobilised and received by TIKZN.
• Payment Trigger: Fee payable only after financial close and funds are received.
• Milestone Payments: Limited payments for specific milestones may be considered, but remain conditional on successful transaction conclusion.
• Expenses: Reasonable out-of-pocket expenses (travel, due diligence) must be recovered from secured funding or factored into the success fee. No expenses may be charged to TIKZN's operational budget.
• Compliance: All fees and payment structures must comply with PFMA, Treasury Regulations, and TIKZN policies.
• Reporting: Transactional Advisors must provide clear documentation of fee calculations and include fee/expense reports in regular progress reports.
• Negotiation: TIKZN reserves the right to negotiate fees with preferred bidders.
• Bid Value: Estimated not to exceed R50,000,000 (all taxes included).

• Central Supplier Database (CSD): Bidders must be registered on the CSD and provide a CSD number. Submit a declaration that CSD information is correct and up to date.
• Tax Compliance: Submit a valid SARS Tax Compliance Status (TCS) PIN or printed TCS certificate. If no PIN but registered on CSD, provide CSD number.
• B-BBEE/Specific Goals: Submit SBD 6.1 Preference Points Claim Form. Points awarded for 100% Black ownership (10 points) and 51% or more women ownership (10 points). Provide proof via CSD report, B-BBEE certificate, or affidavit.
• State Employees: No bids accepted from persons in the service of the state, companies with directors in state service, or close corporations with members in state service.
• Disclosure: Complete SBD 4 (Bidder’s Disclosure) declaring any state employment, relationships with procuring institution employees, or interests in other bidding enterprises.
• Certification: Certify correctness of all information supplied. False information may lead to contract cancellation and cost recovery.

• Contract Period: Initial three years, with option to renew for one year subject to performance review.
• Intellectual Property: All works created vest in TIKZN.
• Confidentiality: All bid and project information is confidential.
• Termination: TIKZN may terminate for non-performance, with contractor entitled only to recoupment of reasonable costs already expended.
• Ethics: Bidders must declare any interests in TIKZN; failure results in disqualification.
• Service Level Agreement: A formal SLA will be concluded with successful bidders.

• Phase 1: Admin Compliance – Submit all compulsory SBD forms.
• Phase 2: Functionality (100 points, 70% pass mark):
• Experience (30 points): Provide reference letters for past fundraising projects.
• Value of Funding Raised (20 points): Submit award letters as evidence.
• Team Capacity (20 points): Detail team's experience in funding strategies.
• Proposal (20 points): Demonstrate methodology for business plan and stakeholder engagement.
• Phase 3: Price (80 points) and Specific Goals (20 points for B-BBEE ownership). Submit SBD 6.1 with proof.