Capital raising and post-funding support services for gauteng partnership fund

GPF’s mandate is to raise capital to expand its capital base and fund affordable/social housing and student accommodation projects. It provides junior debt and partners with senior‑debt investors in joint ventures. GPF manages loans (junior and senior) until repayment and receives a management fee from partners. The Service Provider will assist with all pre‑capital‑raising activities, ensure compliance with laws and international best practice, and support reporting. Fees are on a sliding scale: 2 % up to R100 m, 1.75 % for R100‑250 m, 1.5 % above R250 m. Appointment term: 36 months.

• Closing date for bids: 16 July 2026, 11:00 AM.
• Enquiry closing date: 01 July 2026.
• Compulsory briefing session: 25 June 2026, 11:00 AM (virtual Teams link provided). Attendance is mandatory; proof of attendance will be verified.
• Bid validity period: 180 days from the closing date.

Compulsory briefing session – 25 June 2026, 11:00 AM (Microsoft Teams link provided). Attendance is mandatory; proof of attendance will be verified via a Microsoft Forms link posted in the Teams chat.

Department: Supply Chain Management

Contact persons: Ms Mandudu Legodi, Mr Sandile Ngwenya

Email: [email protected]

Phone: not specified

Enquiries must be submitted in writing; responses will be posted on the GPF website within two days after the enquiry deadline.

• Submit two hard‑copy copies and one PDF copy on a USB, all sealed in an envelope endorsed with the bid closing date, bidder name and return address.
• Deliver the sealed envelope to the bid box on the 1st floor of GPF Offices, 82 Grayston Drive, Sandton, by 16 July 2026, 11:00 AM (Telkom time).
• If using a courier, label the delivery note with the bid description and ensure the courier places the documents in the bid box; GPF is not liable for courier delays.
• No bids will be accepted by telegram, telex, email, fax or any electronic medium other than the required USB copy.
• Late bids (not in the bid box at the deadline) will be rejected.
• All documents must be in English and signed by an authorised signatory (board resolution for companies).
• Include a valid Tax Compliance Status PIN and a copy of your Central Supplier Database (CSD) Master Registration Number.
• Attach all required returnable documents (Annexures D, E1, F, G, H, I) as specified; incomplete or fraudulent submissions will lead to disqualification.

Administrative compliance comprises of checking if bidders have complied with the requirements listed below: Required Returnable Documents: Annexure D: SBD 1 (Invitation to Bid) Duly completed and signed. Annexure E2: SBD 3.1 - Pricing Schedule: Firm Prices (Purchases) Duly completed and signed - ZAR currency only (all applicable taxes included). The SBD 3.1 should be submitted in a separate envelope together with the Annexure E1: Pricing Schedule Duly completed. Pricing schedule should be submitted in a separate envelope together with the SBD 3.1. Annexure F: SBD 6.1 (Preferential Points Claim Form) Duly completed. A Trust/Consortium/Joint Venture Agreement must be in place at the time of tendering between all parties to the agreement between all stakeholders, clearly outlining the percentage revenue split, roles and responsibilities between the parties. Other Returnable Documents: Tax Compliance Status Pin (issued by SARS) - This information will be used to verify the bidder's tax compliance status. (A trust, consortium or joint venture must submit a valid TCS Pin for each party). Annexure G: GPF's Standard Condition of bid and General Condition of Contract - Signed/Initailed. Annexure H: General Conditions of Contract - Signed/Initailed. Annexure I: Protection of Personal Information Act (POPIA) - Duly completed and signed. Central Supplier Database (CSD) Registration Report - Bidders to submit proof of CSD registration. Each party in a Trust/Consortium/Joint Venture must submit separate proof of CSD registration.

Mandatory: Valid FSCA Category 2 license with FAIS RE1 & RE5 accreditation; attend compulsory briefing; submit SBD 4 disclosure; sign integrity pact. Functionality: Score ≥70/100 on functionality criteria. Administrative: Complete all returnable documents including SBD 1, 3.1, 6.1; valid tax compliance PIN; CSD registration; B-BBEE credentials. Price/Specific Goals: 80/20 or 90/10 preferential points system applies with GEYODI targets.

Scope of Services (36‑month appointment):

1. Strategy Implementation – execute approved capital‑raising strategy, conduct gap analysis against industry best practice, develop bridging plan, align activities with GPF pipeline.

2. Transaction Preparation – compile Private Placement Memoranda, create and manage a data room, identify required ESG/compliance documentation, review and negotiate term sheets and financing agreements, review legal agreements.

3. Investor Engagement – prepare and conduct roadshows, facilitate deal origination with suitable funding partners.

4. Governance, Compliance & Reporting – ensure all transactions and agreements comply with international best practice, applicable laws and funder requirements; develop internal and external reporting framework and provide monthly progress reports.

5. Skills Transfer & Capacity Building – design and implement a skills‑transfer plan for GPF staff and report on knowledge‑transfer progress.

Fee structure: sliding scale on capital raised – 2 % up to R100 m, 1.75 % for R100‑250 m, 1.5 % above R250 m.

1. Execute the approved capital‑raising strategy.

2. Conduct a gap analysis against industry best practice and develop a bridging plan.

3. Align capital‑raising activities with GPF’s project pipeline and funding limitations.

4. Prepare Private Placement Memoranda, curate a comprehensive data room, and identify all ESG/compliance documentation.

5. Review and negotiate term sheets, financing agreements and legal documents.

6. Support investor roadshows and facilitate deal origination.

7. Develop reporting frameworks and provide monthly progress updates.

8. Design and implement a skills‑transfer plan for GPF staff.

Demonstrate a proven track record on similar capital‑raising projects:

• Minimum three verified completion letters (≤ 5 years old) showing successful delivery of comparable assignments.
• Provide client contact details on official letterhead for reference.

Pricing Schedule (Annexure E1) – use black ink. Prices are firm for the contract term. Example fees:

• R100 m capital raise – R2 m per year (total R4 m).
• R200 m – R3.5 m per year (total R7 m).
• R250 m – R3.75 m per year (total R7.5 m).

No price adjustments after award.

• Pricing to be submitted on the SBD 3.1 Pricing Schedule (Annexure E1) in a separate envelope; prices must be firm for the contract duration.
• Include a valid Tax Compliance Status PIN and proof of CSD registration.
• Provide a bid validity declaration (180 days).
• No price changes allowed after award.
• GPF may amend bid conditions, specifications or closing date before the deadline; bidders must monitor the GPF website for updates.

• Register on the Central Supplier Database (CSD) and submit the Master Registration Number.
• Provide a valid Tax Compliance Status PIN (SARS) for each party (including trusts/consortia).
• Submit B‑B‑BEE documentation as applicable:

– Exempted Micro Enterprise (EME): sworn affidavit confirming revenue ≤ R10 m and black ownership.

– Qualifying Small Enterprise (QSE) ≥ 51 % black ownership: sworn affidavit confirming revenue R10‑R50 m.

– QSE < 51 % black ownership or other entities: B‑B‑BEE Level Verification Certificate (and affidavit where required).

– Public entities/tertiary institutions: B‑B‑BEE certificate.

– Trust/Consortium/Joint Venture: consolidated B‑B‑BEE certificate.

• Attach certified copies of FSCA Category 2 licence and FAIS RE1/RE5 accreditation (Annexure A & B).
• Submit Integrity Pact (Annexure C) and signed Standard Conditions of Contract (Annexure G, H, I).
• Meet the minimum functional score of 70 points.
• All documents must be signed, dated and not older than six months where certification is required.

Provide B‑B‑BEE documentation as applicable:

• EME – sworn affidavit confirming revenue ≤ R10 m and black ownership.
• QSE ≥ 51 % black – sworn affidavit confirming revenue R10‑R50 m and ownership.
• QSE < 51 % black – B‑B‑BEE Level Verification Certificate plus affidavit confirming revenue R10‑R50 m.
• Public entities/tertiary institutions – B‑B‑BEE certificate.
• Trust/Consortium/Joint Venture – consolidated B‑B‑BEE certificate for the bid.

Failure to submit the correct documentation may result in loss of preference points.

The Service Provider must prepare a data room, identify ESG and compliance documentation, and ensure all term sheets and financing agreements meet health‑safety and regulatory standards during due‑diligence.

Supplier Performance Management is critical. Upon award, the successful bidder must sign a Service Level Agreement (SLA) with GPF, which becomes part of the supply agreement. The SLA will be used to measure, monitor and assess performance, ensuring quality service delivery and value‑add for GPF.

All RFP information is proprietary and must be kept confidential. Bids are valid for 180 days. Submissions must be two hard copies and one PDF on USB, sealed and delivered to the bid box by the deadline. No electronic submissions (email, fax, etc.) are accepted. The bidder bears all preparation costs. Companies must sign via a board‑authorised resolution. GPF may request additional information and conduct background checks. The successful bidder must enter into a Service Level Agreement (SLA) and may be required to attend an interview or demonstration. All supporting documents become GPF property. Disqualification may occur for incomplete, fraudulent or improperly obtained information.

Certified valid proof of Financial Services Conduct Authority (FSCA) with a minimum Category 2 License. Certified proof of FAIS RE1 and RE5 current accreditation. SBD 4 (Bidder's Disclosure) Declaration must be duly completed, submitted and signed. Integrity Pact for Businesses. Compulsory Briefing Session attendance is mandatory.

See the main Evaluation Criteria section for the four stages (Mandatory, Functional, Administrative, Price & Specific Goals) and detailed scoring weights.