Panel of fundraising service providers for south africa’s national dialogue (2-Year contract)

Nedlac seeks a panel of service providers to assist with fundraising for the National Dialogue over 2 years. The National Dialogue is a multi-stakeholder platform for economic development, job creation, and inclusive social growth, hosted by Nedlac under its Constitution and the Nedlac Act. The goal is to establish a shared co-funding model (50–60% government, remainder private sector) to support the Dialogue. The ND Fund Host must: provide a transparent mechanism for receiving private sector funds, ensure compliance with PFMA financial/legal/governance requirements, and enhance impact, accountability, and stakeholder confidence.

SCM Enquiries: Selinah Ramphisa, Tel: 076 717 1116, Email: [email protected]. Technical Enquiries: NKateko Mongwene, Tel: 071 730 9650, Email: [email protected]. All enquiries must be in writing and directed to the above contacts. No other communication with NEDLAC personnel is permitted.

Submit proposals in two separate sealed envelopes (File 1) containing: SBD 1 (Invitation to Bid - fully completed and signed), SBD 4 (Declaration of Interest - fully completed and signed), CSD Report, Functionality/Technical Evaluation Responses, and any other related documents. All bid-related costs are borne by the bidder; no reimbursement will be made. Bidders may be disqualified for: communicating with NEDLAC personnel outside official channels, submitting fraudulent information, collusive tendering, offering inducements, or failing to comply with bid requirements.

Submit in two separate sealed envelopes (File 1): Standard Bidding Documents (SBDs), CSD Report, Functionality/Technical Evaluation Responses, and any other related documents. Checklist: 1) SBD 1 (Invitation to Bid - completed and signed), 2) SBD 4 (Declaration of Interest - completed and signed), 3) CSD Report, 4) Functionality/Technical Evaluation Responses.

Scope: Appoint a panel of service providers to assist with fundraising for the National Dialogue over 2 years. Purpose: Establish a shared co-funding model (50–60% government, remainder private sector) for the National Dialogue, a multi-stakeholder platform for economic development, job creation, and social growth. Services required: 1) Project Development Framework: Identify innovative funding/financing solutions (revenue streams, grants, donors, partnerships), develop responsive funding proposals, and create a project implementation plan with costings. 2) Investor/Funder/Stakeholder Identification: Identify potential investors, funders, and donors (national/international, public/private sector). 3) Fundraising Approach: Develop a fundraising action plan (including marketing plan and list of potential investors/funders), define marketing materials and costs, facilitate engagements between NEDLAC and potential funders, provide quarterly reports, develop/submit proposals, and assist with deal structuring. Deliverables: Funding/Financing Strategy, completed funding applications with compliance documents, project development framework, partnership agreements/MOUs, donor database (local/international), at least 5 new funding applications/year, at least 3 successful funding commitments/year, secure ≥R5M/year, meeting notes, monthly/quarterly reports (within 14 days of period-end), and conceptualization documents/presentations. Reporting: Contractor reports to NEDLAC Head Office (Johannesburg); Executive Director is Inspecting Officer. Performance is monitored regularly.

Required methodology: 1) Project Development Framework: Identify innovative funding/financing solutions (revenue streams, grants, donors, partnerships, patrons), develop responsive funding proposals, and create a project implementation plan with costings. 2) Investor/Funder/Stakeholder Identification: Identify potential investors, funders, and donors (national/international, public/private sector). 3) Fundraising Approach: Develop a fundraising action plan (including marketing plan and list of potential investors/funders), define marketing materials and associated costs, facilitate engagements between NEDLAC and potential funders, provide quarterly reports, develop/submit proposals in consultation with the National Dialogue Secretariat, and assist with deal structuring/execution.

Key personnel must include a Fund Manager, Accountant, and Donor Liaison. Experience scoring: 1=No required experience, 2=<5 years, 3=5 years, 4=>5 years, 5=>8 years. Bidders must provide at least three references for fund administration, donor management, and fundraising. Reference letters must be on client letterhead, signed, and no older than 10 years. Previous project value scoring: 5=Up to R1M, 10=R1M–R5M, 15=R5M–R10M, 20=R10M–R15M, 25=R15M–R20M, 35=>R20M.

Commission structure for successful funding applications/donations/partnerships: R1M: 3.5%, R1M–R5M: 4.5%, R5M–R10M: 5.5%, R10M–R15M: 7.5%, R15M–R20M: 8.5%, >R20M: 10%. Payments are made in tranches, dependent on funds received by NEDLAC from donors. Payments are expedited only after funds are received into NEDLAC’s bank account.

Pre-Qualification: Submit SBD 1 (signed), SBD 4 (signed), and CSD Report. Non-compliance may result in disqualification. Tax Compliance: Must be compliant with Income Tax Act (1962) and VAT Act (1991) at submission and throughout the contract. Non-compliant bids may be disqualified; bidders have 7 days to update tax status. Restrictions: No bids from suppliers listed on National Treasury’s Register for Tender Defaulters or Database of Restricted Suppliers. Bidders must declare conflicts of interest. Disqualification triggers: fraudulent/inaccurate information (e.g., B-BBEE, experience), collusive tendering, anti-competitive conduct, or offering inducements to NEDLAC representatives.

Contract duration: 2 years. Reporting: Contractor reports to NEDLAC Head Office (Johannesburg). The Executive Director of Nedlac is the Inspecting Officer and will inspect services performed. Performance monitoring: Regular checks; if performance is off-track, reminders will be issued, and the contractor must justify/explain unsatisfactory performance. Payments: Tranche-based, dependent on funds received by NEDLAC from donors. Payments are expedited only after funds are received into NEDLAC’s bank account.

Bidders are prohibited from communicating with any NEDLAC personnel or third parties involved in the RFP preparation/evaluation/adjudication, except through the official contacts. Violation may result in disqualification. NEDLAC is not obliged to appoint any bidder and reserves the right to withdraw/amend the RFP. Disqualification triggers: fraudulent/inaccurate information (e.g., B-BBEE, experience), collusive tendering, anti-competitive conduct, or offering inducements to NEDLAC representatives. All bid preparation costs are borne by the bidder; no reimbursement will be made.

Pre-Qualification (Phase 1): Submit SBD 1 (signed), SBD 4 (signed), and CSD Report. Failure to comply may result in disqualification. Tax Compliance: Must comply with Income Tax Act (1962) and VAT Act (1991) at submission and throughout the contract. Non-compliant bids may be disqualified; bidders have 7 days to update tax status. Restrictions: No bids from suppliers on National Treasury’s Register for Tender Defaulters or Database of Restricted Suppliers. Bidders must declare conflicts of interest.

Technical evaluation (Phase 2) assesses bidder competence via functionality scoring (minimum 75/100 required). Criteria: 1) Proposed technical approach/methodology (35 points): Scored 1–5 (Not acceptable to Excellent) based on understanding of scope, methodology, work plan, fund management, fundraising approach, and reporting. 2) Suitability of proposed team (30 points): Scored 1–5 based on key personnel experience (Fund Manager, Accountant, Donor Liaison): 1=No experience, 2=<5 years, 3=5 years, 4=>5 years, 5=>8 years. 3) Previous similar projects (35 points): Scored based on project value: 5=Up to R1M, 10=R1M–R5M, 15=R5M–R10M, 20=R10M–R15M, 25=R15M–R20M, 35=>R20M. Reference letters must be on client letterhead, signed, and ≤10 years old.