Categories

B-BBEE

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Blueprint Summary

Broad-Based Black Economic Empowerment is an integral part of the organisations’ commitment to sustainable empowerment, which also serves as a vehicle to develop and embed the organisations’ reputation as a responsible corporate company and valued partner within the communities where we operate.

 

Process flow

Process Specification

Process Owner

Stakeholder(s)

Recording Requirements

Storage Requirements

The person that is accountable for this specific process.

All parties that have a vested interest in this process.

Requirements that need to be recorded during this process. What, How, Where.

Requirements that need to be reported on during this process. What, How, When, Where.

Reporting Requirements

Audit Requirements

Notifications

Reminders

Requirements that need to be stored during this process. What, How, When, Where.

Requirements that need to be met in to comply with Auditing Regulations.  What, How, When, Where & Type of Audit Requirement.

Any Notifications that need to be Generated and/ or Actioned During this Process.

Any Reminders that need to be Generated and/ or Actioned During this Process.

Transparency & Communication

Knowledge & Skills

System

Workflows

 Any Transparency, Communication & Distribution Requirements needed for this Process.

 Any Knowledge & Skills required to successfully complete this process.

Links and Process within a system that directly relates to this Process.

Are there any Workflows that drive this Process? This can be Manual or NFE Workflows.

Legislation & Governance

Templates, Forms, Guides and Work Instructions

S.A. Board for People Practices

Any Legislation, Bodies, Processes, Policies that Govern this Process.

Links to Templates, Forms Guides and Work Instructions that are either to be used for application or as Guidelines to meet minimum requirements for this Process

Does this Process Align with SABPP. This can either be Fully, Partially or Not at All.

The Process

Inputs are all of the Elements deemed necessary to complete the process successfully.

  • B-BBEE Strategy

Tasks are the Step-by-Step Actions to be taken to complete the Process.

  • B-BBEE Implementation

Transformation Custodian

  • The employer needs to appoint a competent Transformation Custodian.

Training

  • Transformation Custodian to facilitate comprehensive training session with all stakeholders on Broad-Based Black Economic Empowerment requirements, per department. The training should also be aligned with the available technology platform.

 Preliminary Audit

  • Preliminary audits are conducted by Transformation Specialists to establish current organisational status.
  • Current status is then compared to required status to identify improvement areas that in return will inform the Strategy.
  • Board approval needs to be obtained for strategy formulation.

Ownership strategy

Ownership strategy formulation will be dependent on whether shares are available and/ or made available to black people. Further, an equity vehicle can be identified to increase ownership score.

HR Department to approve that all information is correct and up to date.

Preferential Procurement Strategy Formulation

Preferential Procurement Strategy Formulation is based on the required target as specified in the relevant BBBEE scorecard taking into account supplier information and procurements needs in the applicable financial period.

Preferential Procurement Policy should be formulated to close the respective GAP as identified in the Preliminary Audit.

Finance Department to approve that all information is correct and up to date.

Enterprise Development & Supplier Development Strategy.

Enterprise Development & Supplier Development Strategy Formulation is based on the required target as specified in the relevant BBBEE scorecard and company Net Profit after tax.

Enterprise Development beneficiary criteria

  • 51% or more black shareholding or 30% or more black woman owned.
  • Turnover below R50 million per annum.

Supplier Development beneficiary criteria

  • 51% or more black shareholding or 30% or more black woman owned.
  • Turnover below R50 million per annum.
  • Must be a supplier of the measured entity within the financial period.

Enterprise Development & Supplier Development Policy will consist of preferred developmental initiatives, this will include a process for identification and on-boarding of beneficiaries and relevant documentation.

HR Department to approve that all information is correct and up to date.

Finance Department to Approve Budget.

Socio Economic Development Policy & Strategy.
Socio-Economic Development Strategy Formulation is based on the required target as specified in the relevant BBBEE scorecard and company Net Profit after tax.

Socio-Economic development beneficiary criteria

  • Beneficiaries of the identified organization to be 75% or more black.
  • Needs to be registered as a non-profit organizations

Socio-Economic Development Policy will consist of preferred developmental initiatives, this will include a process for identification and on-boarding of beneficiaries and relevant documentation.

HR Department to approve that all information is correct and up to date.

Finance Department to Approve Budget.

Employment Equity Strategy
Employment Equity Strategy to align with current employment equity plan and policy and is based on the required target as specified in the relevant BBBEE scorecard and the most recent national and/or provincial economically active population statistics. EAP to be compared to current workforce. Under-representation of black employees will inform Employment Equity strategy.

HR Department to approve that all information is correct and up to date.

Training Strategy & ETD Policy
Skills Development Strategy Formulation is based on the required target as specified in the relevant BBBEE scorecard taking into account most recent national and/or provincial economically active population statistics as well as employee cost.

ETD Policy will consist of developmental initiatives, this will include available tools, processes and activities to assist in identification of needs and interventions, allocation of provider and evaluation of outcomes.

  • HR department to approve learners.
  • Training department to identify a provider.
  • Finance department to approve budget and provider (if external).

 

Monitoring and Evaluation meeting

  • Monitoring and Evaluation meeting dates to be set quarterly, agendas should be prepared and distributed to all stakeholders, desired outcomes should be listed for comparison.

Generate progress Report

  • The progress report will be based on movement from initial preliminary audit score/outcome to the desired score/outcome in line with the B-BBEE strategy.

Preliminary BEE Score

  • Preliminary audits are conducted by Transformation Specialists on a quarterly basis to establish organizational status.

Current (quarterly) status is then compared to required status to identify implementation areas in line with the B-BBEE strategy.

Address non-conformities

  • Preliminary audits will be used to identify non-conformances on a quarterly basis in all departments which will be analyzed and then rectified or revised.

Verification

  • The Transformation Custodian is to source a SANAS Accredited BBBEE Verification Agency. It is imperative that all of the requirements are met as set out in the Procurement Policy when sourcing Verification Agencies.
  • Once the Verification Agency has been identified, the Verification Agency should provide the Finance Department with an official Quotation for Services offered. The Finance Department should review the quotation for services and either approve or reject the quotation. Please note that in addition to approved quotations, it is compulsory for a standard SLA to be in place for all service providers.
  • The Verification Agency is to supply the Transformation Custodian with a standard Claim Form that will list all of the requirements that need to be populated by the Transformation Custodian.
  • Once completed the Transformation Custodian will submit the Claim form to the Verification Agency for review. In addition to this, the Transformation Custodian will submit a Portfolio of evidence that will support any claims made in the Claim Form.
  • The Verification Agency will then audit all information received in the portfolio of evidence against information supplied in the Claim Form for authenticity and relevancy. Once completed the appointed Verification Manager will perform a quality check on the information and approve if all the requirements are met.
  • The Verification Agency will then generate and submit an electronic copy to the Transformation Custodian for review. The review process should be

    executed by consulting all stakeholders from all departments.

  • Once approved, the Verification Agency will then generate and submit a hard copy of the certificate to the Transformation Custodian.

  • executed by consulting all stakeholders from all departments.
  • Once approved, the Verification Agency will then generate and submit a hard copy of the certificate to the Transformation Custodian.