Critical Minerals Investment Fund Design and Set-Up

UNDP-ZAF - SOUTH AFRICA


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Introduction

[SCOPE OF TENDER……]

The contracted firm will deliver the following:

Inception and Fund Options Appraisal

    Review the LEAD Africa Project Document and relevant UNDP, African Union, AMDC, REC, AfCFTA and national frameworks.

    Compare viable models, including catalytic funds, blended-finance vehicles, funds of funds, project-preparation facilities, co-investment platforms and phased hybrid approaches.

    Recommend a preferred option and define its investment thesis, eligibility criteria, development additionality and target beneficiaries.

Fund Architecture and Operating Model

    Define indicative target size, phasing, capital stack, investor classes, financial instruments and risk-sharing mechanisms.


    Propose governance bodies, investment-committee arrangements, fiduciary and fund-management options, and conflict-of-interest controls.

    Set out an indicative fees and cost model, risk-management framework and impact-management approach.

    Integrate responsible-mining, ESG, gender, community and UNDP social and environmental safeguard requirements.

Capitalisation and Investor Engagement

    Identify prospective African and international DFIs, sovereign wealth funds, pension funds, insurers, asset managers, development partners, climate-finance providers, commercial investors and strategic industry partners.

    Develop an anchor-investor value proposition, resource-mobilisation strategy and sequenced investor-engagement plan.

    Prepare a concise fund or advisory-facility pitch deck for stakeholder and investor engagement.

Pipeline and Project Preparation

    Develop screening criteria, readiness diagnostics and project-preparation pathways for potential investments.

    Identify technical-assistance and transaction-support needs and prepare an initial illustrative pipeline or opportunity archetypes across priority value chains, SEZs and industrial hubs.

    Summarise indicative financing needs, readiness gaps, development impact and recommended next-stage preparation for each opportunity.

Legal, Institutional and Establishment Roadmap

    Map legal, regulatory, fiduciary, tax, licensing and institutional issues requiring specialist follow-on advice in potential host jurisdictions.

    Consult relevant governments, AUC/AMDC, RECs, DFIs, investors, operators, project developers, industry associations and development partners to validate demand and governance preferences.

    Prepare a sequenced 12-24 month establishment roadmap covering approvals, institutional agreements, legal and fiduciary work, resource mobilisation, staffing, pipeline development, safeguards, communications and early pilots.

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[UNDP OFFICE SOUTH AFRICA
PROCUREMENT UNIT]

Documents :

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