Complete large enteprises and QSE scorecard

You know you were looking for this. Here it is (still an abomination and disgusting piece of social engineering)

Adjusted points

The points' allocation has also been adjusted, 40 points is now the minimum requirement for a level eight contributor.

Contribution Level	2007 Codes	2013 Codes	Recognition level
Level One	≥ 100 points	≥ 100 points	135%
Level Two	≥ 85 points but < 100 points	≥ 95 points but < 100 points	125%
Level Three	≥ 75 points but < 85 points	≥ 90 points but < 95 points	110%
Level Four	≥ 65 points but < 75 points	≥ 80 points but < 90 points	100%
Level Five	≥ 55 points but < 65 points	≥ 75 points but < 80 points	80%
Level Six	≥ 45 points but < 55 points	≥ 70 points but < 75 points	60%
Level Seven	≥ 40 points but < 45 points	≥ 55 points but < 70 points	50%
Level Eight	≥ 30 points but < 40 points	≥ 40 points but < 55 points	10%
Non-Compliant Contributor	< 30 points	< 40 points	0%

Priority elements

Statement 000 declares that Ownership, Skills Development and Enterprise and Supplier Development are priority elements. Failure to meet a 40% sub-minimum of the points in each element will result in the entity's score being discounted by a level. If one or all of the priority elements falls below the designated thresholds then only a single level will be dropped.

Large entities must comply with all three priority elements. QSEs only have to comply with ownership and one other priority element.

Large Enterprises

Large Enterprises - Ownership. Total points - 25 (PRIORITY)
Description		Weighting points	Compliance Target
	Voting rights
Exercisable voting rights in the enterprise in the hands of black people.		4	25% + 1 Vote
Exercisable voting rights in the enterprise in the hands of black women.		2	10%
	Economic interest
Economic interest in the enterprise to which black people are entitled		4	25%
Economic interest in the enterprise to which black women are entitled		2	10%
Economic interest of the following black natural people in the enterprise black designated groups black participants in employee ownership schemes black beneficiaries of broad-based ownership schemes; or black participants in co-operatives are entitled		3	3%
Involvement in the ownership of the Enterprise of black new entrants		2	2%
Net value		8	25%

Large Enterprises - Management Control. Total points - 19
Description			Weighting points	Compliance Target
		Board participation
Exercisable voting rights of black board members as percentage of all board members			2	50%
Exercisable voting rights of black female board members as percentage of all board members			1	25%
Black Executive directors as a percentage of all executive directors			2	50%
Black female Executive directors as a percentage of all executive directors			1	25%
		Other Executive Management
Black Executive Management as a percentage of all executive directors			2	60%
Black female Executive Management as a percentage of all executive directors			1	30%
		Senior Management
Black employees in Senior Management as a percentage of all senior management			2	60%
Black female employees in Senior Management as a percentage of all senior management			1	30%
	Middle Management
Black employees in Middle Management as a percentage of all middle management			2	75%
Black female employees in Middle Management as a percentage of all middle management			1	38%
	Junior Management
Black employees in Junior Management as a percentage of all junior management			2	88%
Black female employees in Junior Management as a percentage of all junior management			1	44%
	Employees with disabilities
Black employees with disabilities as a percentage of all employees			2	2%

Large Enterprises - Skills Development. Total points - 25 (including 5 bonus points) - (PRIORITY)
Description		Weighting points	Compliance Target
	Skills development expenditure on any programme specified in the Learning Programme Matrix for black people as a percentage of the leviable amount
Skills development expenditure on learning programmes specified in the Learning Programmes Matrix for black people as a percentage of leviable amount		8	6%
Skills development expenditure on learning programmes specified in the Learning Programmes Matrix for black people with disabilities as a percentage of leviable amount		4	0.3%
	Learnerships, Apprenticeships and Internships
Number of black people participating in Learnerships, Apprenticeships and Internships as a percentage of number of employees		4	2.5%
Number of black unemployed people participating in Learnerships, Apprenticeships and Internships as a percentage of number of employees		4	2.5%
	Bonus points
Number of black people absorbed by the Measured and Industry Entity at the end of the learnership programme		5	100%

Large Enterprises - Enterprise and Supplier Development. Total points - 44 (including 4 bonus points) (PRIORITY)
Description		Weighting points	Compliance Target
	Preferential Procurement
B-BBEE procurement spend from all Empowering Suppliers based on the B-BBEE procurement recognition levels as a percentage of total measured procurement spend		5	80%
B-BBEE procurement spend from all Empowering Suppliers that are QSEs based on the applicable B-BBEE procurement recognition levels as a percentage of total measured procurement spend		3	15%
B-BBEE procurement spend from all Exempted Micro Enterprises based on the applicable B-BBEE procurement recognition levels		4	15%
B-BBEE procurement spend from all Empowering Suppliers that are at least 51% black owned based on the applicable B-BBEE procurement recognition levels as a percentage of total measured procurement spend		9	40%
B-BBEE procurement spend from all Empowering Suppliers that are at least 30% black women owned based on the applicable B-BBEE procurement recognition levels as a percentage of total measured procurement spend		4	12%
	Bonus points
B-BBEE procurement spend from Designated Group Suppliers that are at least 51% black owned		2	2%
	Supplier Development
Annual value of all supplier development contributions made by the measured entity as a percentage of the target		10	2% of NPAT
	Enterprise Development
Annual value of all Enterprise Development and Sector Specific Programmes made by the measured entity as a percentage of the target		5	1% of NPAT
	Bonus points
Bonus points for graduation of one or more Enterprise Development beneficiaries to graduate to the Supplier Development level		1
Bonus points for creating one or more jobs directly as a result of Supplier and Enterprise Development initiatives by the measured entity		1

Sub-minimum requirements

The 40% subminimum needs to be achieved in each of the three subdivisions of this element. The bonus points do not contribute to this subminimum target.

Subdivision	Total Points	Required subminimum
Preferential Procurement	25	10
Supplier Development	10	4
Enterprise Development	5	2
TOTAL	40	16

Large Enterprises - Socio-Economic Development. Total points – 5
Description	Weighting points	Compliance Target
Average annual value of all Socio-Economic Development contributions as a percentage of the target	5	1% of NPAT

Qualifying Small Enterprises (turnover between R10m and R50m)

Qualifying Small Enterprises - Ownership. Total points - 25 (PRIORITY – all need to comply)
Description		Weighting points	Compliance Target
	Voting rights
Exercisable voting rights in the enterprise in the hands of black people.		5	25% + 1 Vote
Exercisable voting rights in the enterprise in the hands of black women.		2	10%
	Economic interest
Economic interest in the enterprise to which black people are entitled		5	25%
Economic interest in the enterprise to which black women are entitled		2	10%
New Entrants or Designated Groups		3	2%
Net value		8	25%

Qualifying Small Enterprises - Management Control. Total points - 15
Description		Weighting points	Compliance Target
	Executive Management
Black representation at Executive Management		5	50%
Black female representation at Executive Management		2	25%
	Senior, Middle and Junior Management
Black senior, middle and junior management		6	60%
Black female senior, middle and junior management		2	30%

Qualifying Small Enterprises - Skills Development. Total points - 25 (PRIORITY – can be omitted if other priority element is selected)
Description		Weighting points	Compliance Target
Skills development expenditure on learning programmes specified in the Learning Programmes Matrix for black employees as a percentage of leviable amount		15	3%
Skills development expenditure on learning programmes specified in the Learning Programmes Matrix for black female employees		7	1%
Skills development expenditure on learning programmes specified in the Learning Programmes Matrix for black employees with disabilities as a percentage of leviable amount		3	0.15%
	Bonus points
Number of black people absorbed by the Measured and Industry Entityat the end of the learnership programme		5	100%

Qualifying Small Enterprises - Enterprise and Supplier Development. Total points - 30 (PRIORITY – can be omitted if other priority element is selected)
Description		Weighting points	Compliance Target
	Preferential Procurement
B-BBEE procurement spend from all Empowering Suppliers based on the B-BBEE procurement recognition levels as a percentage of total measured procurement spend		15	60%
B-BBEE procurement spend from all Empowering Suppliers that are at least 51% black owned based on the applicable B-BBEE procurement recognition levels as a percentage of total measured procurement spend		5	15%
	Bonus points
B-BBEE procurement spend from Designated Group Suppliers that are at least 51% black owned		1	1%
	Supplier Development
Annual value of all supplier development contributions made by the measured entity as a percentage of the target		5	1% of NPAT
	Enterprise Development
Annual value of all Enterprise Development and Sector Specific Programmes made by the measured entity as a percentage of the target		5	1% of NPAT
	Bonus points
Bonus points for graduation of one or more Enterprise Development beneficiaries to graduate to the Supplier Development level		1
Bonus points for creating one or more jobs directly as a result of Supplier and Enterprise Development initiatives by the measured entity		1

Sub-minimum requirements

The 40% subminimum needs to be achieved in each of the three subdivisions of this element. The bonus points do not contribute to this subminimum target.

Subdivision	Total Points	Required subminimum
Preferential Procurement	20	8
Supplier Development	5	2
Enterprise Development	5	2
TOTAL	30	12

Qualifying Small Enterprises - Socio-Economic Development. Total points – 5
Description	Weighting points	Compliance Target
Average annual value of all Socio-Economic Development contributions as a percentage of the target	5	1% of NPAT

 

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