Funding, resource mobilisation and revenue enhancement strategy development for the national heritage council (nhc)

Closing date: 06/10/2026 at 11:00

Public viewing session: Not applicable

Validity period: 60 days from the closing date

Enquiries:

• Department: Supply Chain Management: Acquisition Management
• Organisation: National Heritage Council
• Email: [email protected]
• Telephone: +27 12 748-3910

Submission:

• Method: email
• Submission email: [email protected]

Invoice submissions:

• Email: [email protected]

NHC head office:

2nd floor, Building 3, 221 Summit Place Office Park

Menlyn, Pretoria

Submission method: email only

Submission email: [email protected]

Closing date: 06/10/2026

Closing time: 11:00

Quotations must be submitted on the official forms (not retyped) and must be received before the closing date and time. Bids received after the closing time or sent to the wrong email address will not be considered.

Returnable documents (all must be completed, signed and submitted):

• SBD 4 (Bidder's Disclosure): discloses whether any director, shareholder or connected person is employed by an organ of state or has a relationship with anyone at the NHC; failure to disclose all CSD-registered companies linked to directors leads to disqualification.
• SBD 6.1 (Preference Points Claim): claims preference points for specific goals under the 80/20 system.
• POPIA consent form: consents to the NHC processing the supplier's personal information for procurement and related purposes.
• NHC Supplier Code of Conduct: commits the supplier to ethical business practices, anti-corruption, confidentiality and compliance with applicable laws.
• Supplier Evaluation Checklist: confirms the supplier's alignment with SDGs, SMME/HDI status and sustainability practices; failure to complete it may render the quotation non-responsive.

Quotations must be on company letterhead, include contact details and the quote number, and be duly signed. The validity period and expected delivery period must be stated on the quotation.

The Supplier Evaluation Checklist must be completed and submitted. It covers SDG alignment, sustainability practices, SMME status, HDI status, and support for SMMEs and HDIs. Failure to complete it may render the quotation non-responsive.

Evaluation is done in three phases as described in the terms of reference. The procurement follows the 80/20 preference point system under the Preferential Procurement Policy Framework Act.

Points allocation:

• Price: 80 points
• Specific goals: 20 points
• Total: 100 points

The RFQ will be awarded to the supplier(s) scoring the highest points. The successful supplier must sign an award letter and SBD 7.3 (Contract for Income-Generating Contracts).

Specific goals and points (80/20 system):

• Promotion of black-owned enterprises: 8 points (100% = 8, 75%-99% = 6, 60%-74% = 4, 51%-59% = 2, 1%-50% = 1, non-compliant = 0)
• Promotion of women-owned enterprises: 4 points (51%-99% = 4, 1%-50% = 2)
• Promotion of youth-owned enterprises: 2 points
• Promotion of SMMEs: 2 points
• Promotion of local/rural enterprises/cooperatives: 2 points
• Promotion of people with disabilities: 2 points

Failure to submit proof for specific goals means no preference points are claimed for those goals.

The National Heritage Council (NHC) requires a professional service provider to develop a comprehensive Funding, Resource Mobilisation and Revenue Enhancement Strategy for the Medium-Term Expenditure Framework (MTEF) period 2026/27 – 2028/29.

The strategy must:

• Diversify NHC funding sources and strengthen institutional sustainability.
• Enhance fundraising and donor mobilisation.
• Identify commercially viable heritage opportunities.
• Improve partnership and investment frameworks.
• Develop innovative financing mechanisms for heritage.
• Support long-term implementation of the NHC mandate.

Scope of work includes:

• Conduct a comprehensive institutional and financial assessment of the NHC funding model.
• Develop a Funding and Revenue Enhancement Strategy for the MTEF period.
• Identify and assess revenue generation, heritage commercialisation, partnership and investment models, donor funding, grant funding, public-private partnerships, heritage tourism revenue, and heritage investment instruments.
• Develop a practical implementation plan with revenue targets, funding pipeline, institutional responsibilities, timelines, risk mitigation measures, and a monitoring and evaluation framework.
• Develop a stakeholder engagement and partnership mobilisation framework.
• Develop a sustainable fundraising and donor management framework.
• Recommend governance, legal, compliance and policy requirements.
• Develop a business case and feasibility assessment for identified commercial initiatives.
• Benchmark international and local best practices in the heritage sector.

Deliverables:

• A digitised version of the final product suitable for web and email distribution.
• All open/editable files used in creation (e.g. InDesign, Illustrator, Photoshop).
• Written confirmation that no third-party rights are infringed and that all stock images are properly licensed.

All intellectual property created or developed under the project vests in the NHC. The service provider may not reproduce, distribute or use any part of the deliverables without prior written consent from the NHC.

The service provider must follow a structured methodology including:

• Institutional assessment: review the current funding structure, analyse revenue streams and expenditure trends, assess sustainability challenges, and evaluate readiness for commercialisation.
• Strategic review and benchmarking: benchmark local and international heritage funding models, assess innovative financing models, and analyse successful commercialisation initiatives.
• Funding and revenue strategy development: cover grant funding, donor funding, sponsorships, CSI, PPPs, heritage levy options, heritage bonds, endowment funds, membership programmes, retail and merchandising, digitisation and digital content monetisation, heritage tourism, crowdfunding, adopt-a-monument programmes, revenue-generating heritage events, and heritage Indaba commercialisation opportunities.
• Stakeholder consultation: engage with NHC Board and Management, DSAC, National Treasury, heritage institutions, provincial heritage authorities, municipalities, private sector stakeholders, development partners, and tourism bodies.

The document does not specify minimum experience or qualification requirements for the service provider or key personnel.

No specific pricing schedule or bill of quantities is provided. Quotations must be priced in South African Rand inclusive of VAT and all associated costs, and must cover the entire scope and period.

Pricing:

• Prices must be quoted in South African Rand, inclusive of VAT and all associated costs (delivery, insurance, taxes, etc.).
• Quotations not costed for the entire scope and period will not be considered.
• This is a fixed price RFQ; no price adjustment or amendment will be considered after closure.
• Prices must be valid for 60 days from the closing date.

Payment:

• NHC shall pay within 30 days after receipt of a valid invoice.
• Invoices must be submitted to [email protected] in the format prescribed by SARS.

No bid security, bonds or guarantees are specified.

Mandatory requirements:

• Valid SARS Tax Compliance Status PIN code must be submitted with the bid.
• Registration on the Central Supplier Database (CSD) is required.
• Bidders listed on the Register for Tender Defaulters or the List of Restricted Suppliers are automatically disqualified.
• Foreign suppliers must complete the questionnaire on residency, branch, permanent establishment, source of income and tax liability in South Africa.

B-bbee:

• Preference points are claimed under the 80/20 system via SBD 6.1. Specific goals include black-owned, women-owned, youth-owned, SMME, local/rural enterprises and people with disabilities.
• Proof of B-BBEE status or relevant affidavits must be submitted to claim preference points.

Other compliance:

• POPIA consent form must be signed.
• NHC Supplier Code of Conduct must be signed.
• Supplier Evaluation Checklist must be completed.
• Suppliers must comply with all applicable laws, including the Constitution, PRECCA, PFMA, POPIA and Treasury Regulations.

Suppliers must provide a safe and healthy working environment for their employees and comply with all applicable health and safety laws and regulations.

Suppliers must comply with all applicable environmental laws and regulations and strive to minimise their environmental impact.

The General Conditions of Contract (GCC) form part of the RFQ and may not be amended. A copy is available from National Treasury.

Key terms:

• NHC's conditions of purchase apply.
• No services may be rendered or goods delivered before an official NHC purchase order or signed SLA is received.
• NHC may award to multiple suppliers if in the best interest of the project.
• NHC reserves the right to accept or reject any quote, annul the process, or cancel the RFQ at any time without liability.
• NHC may conduct due diligence and benchmark prices.
• Late or incomplete submissions will not be accepted.
• Intellectual property created under the project vests in the NHC; the provider must deliver editable files and confirm no third-party rights are infringed.

The NHC reserves the right to accept or reject any quote, annul the process, or cancel the RFQ at any time without liability. Quotations not costed for the entire scope and period will not be considered. No price adjustments are allowed after closure. Services may only commence after an official purchase order or SLA is signed. Invoices must be submitted to [email protected] in SARS-prescribed format.

Suppliers must submit quotations on the official forms, provide required supplier information (name, postal and street address, telephone, cellphone, fax, email, VAT registration number, tax compliance status, CSD number), and complete the foreign supplier questionnaire if applicable. Quotations must be valid for 60 days and submitted to the correct email address before the closing time.

Evaluation is done in three phases as described in the terms of reference. The RFQ is awarded to the supplier(s) scoring the highest points under the 80/20 preference point system. Price accounts for 80 points and specific goals for 20 points. The successful supplier must sign an award letter and SBD 7.3 (Contract for Income-Generating Contracts).