Objectives

The primary objective of this tender is to appoint transactional advisors on a multi-appointment basis to support Trade and Investment KwaZulu-Natal (TIKZN) in identifying, structuring, funding, and implementing revenue-generating initiatives aligned with its strategic goals. The advisors will facilitate securing funding, developing business cases, and negotiating agreements to enhance TIKZN’s capacity to unlock investments and accelerate priority projects, all in compliance with relevant legislation such as the PFMA and the Entity’s Act.

Scope

The scope encompasses:

• Identifying viable revenue-generating opportunities aligned with TIKZN’s strategic objectives.
• Developing business cases and transaction structures for funding mobilization.
• Engaging with Development Finance Institutions, private investors, donors, and PPPs.
• Negotiating funding agreements and partnership contracts.
• Supporting the structuring, funding mobilization, and implementation of revenue initiatives without upfront costs, on an outcome-based basis.
• Delivering specific outputs such as secured funding commitments, finalized transaction frameworks, signed agreements, and progress reports.

Technical Requirements

The technical requirements include:

• Preparation of comprehensive business cases and transaction structures compliant with PFMA and Treasury Regulations.
• Development of effective mitigation strategies and strategic frameworks.
• Experience in structuring, legal, and commercial advisory for revenue projects.
• Proven ability to secure funding commitments and negotiate agreements.
• Delivery of periodic progress and implementation reports.
• Demonstrated experience in fundraising, capital mobilization, and transaction advisory for public entities or similar organizations.

Skills Requirements

The skills and expertise required from bidders include:

• Transaction Advisory Expertise: Minimum 10+ years in project finance, investment structuring, and advisory roles.
• Legal and Regulatory Skills: Experience in commercial law, PPPs, and funding agreements (LLB or equivalent).
• Financial and Investment Skills: Strong background in financial modeling, capital raising, and engagement with DFIs and investors.
• Project Management: Proven ability to manage multi-stakeholder projects, with relevant certifications (e.g., PMP, PRINCE2).
• Sector-Specific Technical Skills: Sector expertise depending on project focus (e.g., energy, agriculture, ICT).
• Networking and Partnership Development: Established relationships with funding institutions, private investors, and donors.
• Reporting and Compliance: Ability to produce detailed progress reports and ensure adherence to legislation and regulations.