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DAI, implementer of the USAID-funded Southern Africa Trade and Investment Hub (the USAID TradeHub) invites recognized Financial Service Providers (FSPs) to submit technical and cost proposals to supply and deliver technical assistance as contained herein. 
To Request the full RFP including submission instructions email [email protected].   
Please include the RFP number RFP-SATIH-PRE-21-0182

The USAID TradeHub has identified the need to work with transactional advisors to support small and medium enterprises (SMEs) exporting to South Africa or the U.S or seeking specific trade related technology transfer (e.g. labelling, branding, laboratories). The transactional advisor will support the SMEs to improve their management, assist in the reporting and presentation to capital providers or financial institutions as the SMEs seek finance and capital.
Under this contract the USAID TradeHub may support the development of the pipeline of target SMEs, within the USAID TradeHub’s target market, in preparation for the subsequent tasks.
As the USAID TradeHub, we will support the selected transactional advisor to increase awareness and improve the access to SMEs seeking capital in the region. The USAID TradeHub will avail its network of clients and partners to the advisor in an effort to expand the advisor’s reach in the target countries.  The USAID TradeHub support will be through the sharing of some costs associated with the advisory work, initially on the identification, design and implementation of the necessary interventions.  The selected transactional advisor should identify and highlight areas that should be evaluated for support as part of the firm’s proposal while highlighting the impact of the USAID TradeHub’s support in terms of additionality and creation of a sustainable market for transactional advisory service among SMEs.  The firm and the USAID TradeHub will agree on a set of deliverables wherein the firm will be compensated based on its ability to meet the deliverables. The firm and USAID TradeHub will also agree on targets for the number of SMEs supported, the number of SMEs whose financing needs have been achieved and the value of trade finance and/or investment finance deals closed. Payments will be made against a series of deliverables and targets achieved, based on the agreement reached, following the proposal in response to the Task Order under the Indefinite Quantity Award. This will take into account the demonstrated progress towards supporting the SMEs to receive capital access. 
The USAID TradeHub will work closely with the firm during all stages of this work, providing review and oversight throughout the life of the activity in accordance with the USAID TradeHub’s management approach.  The USAID TradeHub team will administer periodic check-ins, reporting, deliverable review prior to client presentation and approval, and manage an ongoing monitoring, evaluation and learning framework.
In order to select high-potential transactions and to support the investment ecosystem and build the evidence base for mobilizing private capital to achieve the USAID TradeHub development objectives, the firm will be expected to deliver their proposed value propositions to support the ecosystem and close transactions that contribute to the USAID TradeHub’s projected investment mobilization, by completing the following illustrative tasks:
The firm will align with the USAID TradeHub on the activity workplan, timeline, and reporting requirements, including a convened kickoff meeting with the USAID TradeHub team.
The firm will be responsible, in consultation with the USAID TradeHub team, for identifying and screening the highest potential sectors and transactions that are targeted to promote the cost-effective usage of the firm’s resources to promote access to capital.  The USAID TradeHub encourages the firm to enhance its business model coupled with a demonstrated interest to support promising regional export firms or technology and other trade related SMEs to access capital and enable their rapid growth. The USAID TradeHub defines SME firms as formally registered enterprises with financing and investment needs between US$100,000 and US$3 million.
The firm is encouraged to reach SMEs with the following characteristics:
Existing regional engagement (export experience or advanced local market experience)
Secured trade deals or a South African business linkage.
Seeking South African technology transfer and/or capital in trade related services such as labelling, branding, laboratories.
Products in the USAID TradeHub priority sectors – agricultural, agro-processing, food, textiles and apparels
A capital requirement in the range of US$100,000 to US$3 million.
The ability to enhance jobs, increase income levels or have a developmental impact
Limited or no experience in successfully accessing finance without support (therefore the proposed intervention would bring additionality) 
A need for expansion capital or working capital that would enable increased exports to South Africa and/or the U.S.
The table below summarizes the types of exporters, selection criteria targeted by the USAID TradeHub.
Table 1: Types of exporters, selection criteria and the services that could be provided by the USAID TradeHub in support of Finance and Investment

The Transactional Advisor shall develop a deal note, in consultation with the capital seeker, outlining the terms of engagement and the type of support that will be provided.  The deal note will detail the multi-dimensional interventions that will support the investees in achieving their objective to raise the capital required.  The deal note will be presented to the USAID TradeHub for approval.  
The transaction support must at least address the following aspects:
Once the Transaction Advisor and the capital seeker reach a consensus on the contents of the deal note, the deal note will be submitted to the USAID TradeHub, including the CVs of Transaction Advisor’s proposed Personnel, and a justification for the classification of the capital seeker (Bushbuck, Impala, or Gazelle) for review and approval. Only after receipt of approval from the USAID TradeHub shall the Transaction Advisor, the USAID TradeHub and the capital seeker sign the deal note.
Once the Deal Note is signed by all parties, the Transaction Advisor will begin the technical support leading to the development of the investment memorandum and subsequent presentation to the capital providers.
In the event that the Transaction Advisor and the capital seeker agree that an amendment of the deal note is necessary, the USAID TradeHub shall be consulted, and approval granted prior to any formal modifications to the deal note being made.
The USAID TradeHub should be informed as a matter of urgency about any unexpected failures likely to impact on the month’s performance and similarly the USAID TradeHub should be informed of success as it emerges. Such information should be communicated in a detailed email directly to the USAID TradeHub’s point of contact as prescribed in the contract.
The firm will submit monthly written reports on key metrics and progress with regards to development of the selection criteria.  This should include brief qualitative updates and success stories as often as weekly or as the success emerges. The firm’s staff will be required to avail themselves for periodic in person meetings with the USAID TradeHub to review progress and discuss implementation successes and challenges and propose solutions. 
In addition to completing all deliverables associated with the various contracts, the firm will submit monthly (or as defined in the contract) reports on key metrics, brief qualitative updates and success stories. Monthly reports shall be due within fifteen (15) working days of month-end.  Detailed timing of the monthly reports will be specified under the various contracts.
The firm will arrange to ensure that the USAID TradeHub priorities are clearly articulated in the reports. These should include the following:
The firm is expected to clearly report on the development of the selection criteria, the potential value of the transactions, number of transactions, associated transactions fees and nature of funding sought under by the SMEs.
The firm will provide supporting documents to serve as a source of evidence for the reported activities as required by the USAID TradeHub Monitoring, Evaluation and Learning team, including, but not limited to:
The firm will be requested to participate in some knowledge sharing and reporting activities.  These will range from marketing the firm’s own business development initiatives to support the USAID TradeHub’s identified needs such as supporting the development of the financial literacy and skills among SMEs in the region and helping the SMEs make more informed choices about different financial and management options and choices.  This will also be in support of the educational solution that will be developed by the USAID TradeHub.  It is anticipated that this contribution will be limited to one day of interviews, provision of examples of relevant documentation such as investor teasers, pitch decks and up to one day for reviews or interaction with test versions of the learning tool (not more than 2 man-days).
The deliverables are listed in the table below:
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