New_BEECodes_PlanningTools

New BEE Codes

BEE Planning Tools

Table of contents

• Transformation Partner’s Approach to Broad-based Black Economic Empowerment

• BEE Planning Tools: Purpose & benefits

• List of BEE Planning Tools

• BEE Planning Tools: Screen Shots

Transformation Partners’ Approach to Broad-based BEE

BEE Planning Tools: Purpose & benefits

The purpose of the planning tools is to assist organisations to conduct BEE Planning , based on the new generic codes of good practice.

The benefits of the planning tools are:

• Assists organisations by dealing with BEE proactively rather than in a reactive manner

• You are enabled to plan based on your desired BEE status

• The tools produce operational & financial implications of your planned scores, facilitating budgeting

• The tools generate feedback regarding discounting for priority elements

List of BEE Planning Tools

Planning Tool Fees (Excluding Vat) Notes

EE Projection Tool R 75 000 Facilitates the setting of targets and provides BEE

feedback based on the new generic BEE codes

Skills Development BEE Planner R 15 000 Depicts Skills Development BEE steps. You select the

steps that are aligned to your BEE objectives. Provides

feedback re-discounting

Preferential Procurement BEE Planner R 15 000 Facilitates the incorporation of the supplier transition

from old to new codes (The fact that some suppliers’

ratings may drop). Provides feedback re-discounting

Supplier Development BEE Planner R 15 000 Depicts Supplier Development BEE steps. You select

the steps that are aligned to your BEE objectives.

Provides feedback re-discounting

Enterprise Development BEE Planner R 15 000 Depicts Enterprise Development BEE steps. You select

the steps that are aligned to your BEE objectives.

Provides feedback re-discounting

Socio-Economic Development BEE

Planner

R 15 000 Depicts Socio-Economic Development BEE steps. You

select the steps that are aligned to your BEE objectives

BEE Planning Tools : Screen Shots

Employment Equity Projection Tool

Employment Equity Projection Tool (Cont’)

Skills Development BEE Planner

Skills Development BEE Planner (Cont’)

20.00

8.00

11.80

Yes

Discounting Principle Test

Total Possible Maximum Points (Excluding Bonus Points)

40% Sub-minimum Points Requirement

Total Points Achieved

40% Sub-minimum Achieved? (Yes/No)

Skills Development BEE Planner (Cont’)

Preferential Procurement BEE Planner

1st Planning Year 2016

Estimated Total Measured Procurement Spend for 2016 1,510,811,218.40



Enter Parameters

Preferential Procurement BEE Planner (Cont’)

Compliance

Targets

Current 2016 2017 2018 Current 2016 2017 2018

B-BBEE Procurement Spend from all Empowering Suppliers 5 80% 45.07% 56.00% 64.00% 72.00% 2.82 3.50 4.00 4.50

B-BBEE Procurement Spend from QSE Empowering Suppliers 3 15% 5.72% 10.50% 12.00% 13.50% 1.14 2.10 2.40 2.70

B-BBEE Procurement Spend from EMEs 4 15% 3.39% 10.50% 12.00% 13.50% 0.91 2.80 3.20 3.60

B-BBEE Procurement Spend from Empowering Suppliers that are at least 51% black owned 9 40% 7.78% 28.00% 32.00% 36.00% 1.75 6.30 7.20 8.10

B-BBEE Procurement Spend from Empowering Suppliers that are at least 30% black women owned 4 12% 1.38% 8.40% 9.60% 10.80% 0.46 2.80 3.20 3.60

B-BBEE Procurement Spend from Designated Group Suppliers that are at least 51% Black owned 2 2% 0.00% 1.40% 1.60% 1.80% 0.00 1.40 1.60 1.80

Totals 27 7.08 18.90 21.60 24.30

Percentage Score

Preferential Procurement Scorecard Summary

Measurement Indicator Weighting Points


Current 2016 2017 2018Total Measured Procurement Spend 1,425,293,602.26 1,510,811,218.40 1,601,459,891.50 1,697,547,484.99

B-BBEE Procurement Spend from all Empowering Suppliers 642,341,487.77 846,054,282.30 1,024,934,330.56 1,222,234,189.19

B-BBEE Procurement Spend from QSE Empowering Suppliers 81,549,001.47 158,635,177.93 192,175,186.98 229,168,910.47

B-BBEE Procurement Spend from EMEs 48,386,325.43 158,635,177.93 192,175,186.98 229,168,910.47

B-BBEE Procurement Spend from Empowering Suppliers that are at least 51% black owned 110,923,976.95 423,027,141.15 512,467,165.28 611,117,094.60

B-BBEE Procurement Spend from Empowering Suppliers that are at least 30% black women owned 19,641,382.88 126,908,142.35 153,740,149.58 183,335,128.38

B-BBEE Procurement Spend from Designated Group Suppliers that are at least 51% Black owned 0.00 21,151,357.06 25,623,358.26 30,555,854.73

Spend Summary


Step Points Rands % dti Target % Max Points

Current 2.82 642,341,487.77 45.07% 80% 5

Step 0 0.00 0.00 0.00% 80% 5

Step 1 0.50 120,864,897.47 8.00% 80% 5

Step 2 1.00 241,729,794.94 16.00% 80% 5

Step 3 1.50 362,594,692.41 24.00% 80% 5

Step 4 2.00 483,459,589.89 32.00% 80% 5

Step 5 2.50 604,324,487.36 40.00% 80% 5

Step 6 3.00 725,189,384.83 48.00% 80% 5

Step 7 3.50 846,054,282.30 56.00% 80% 5

Step 8 4.00 966,919,179.77 64.00% 80% 5

Step 9 4.50 1,087,784,077.24 72.00% 80% 5

Step 10 5.00 1,208,648,974.72 80.00% 80% 5

BEE Steps for All Suppliers: 2016


Select Step Points Rands % dti Target % Max Points

3.50 846,054,282.30 56.00% 80.00% 5.00


4.00 1,024,934,330.56 64.00% 80.00% 5.00


4.50 1,222,234,189.19 72.00% 80.00% 5.00

Select BEE Steps for All Suppliers

2016

2017

2018

Supplier Development BEE Planner

Company Name: XYZ

1st Planning Year: 2016

Current Contribution 25,000,000.00

Current NPAT 100,000,000.00

NPAT for 2016 250,000,000.00

NPAT for 2017 350,000,000.00

NPAT for 2018 400,000,000.00

Enter Parameters

Supplier Development BEE Planner (Cont’)

Enterprise Development BEE Planner (Cont’)

Socio-Economic Development BEE Planner

New_BEECodes_PlanningTools

Documents

Transcript of New_BEECodes_PlanningTools