Indicative AgriBEE SCORECARD
The gazetting of a Transformation
Charter in terms of Section 12 of the Act evidences the commitment by all
stakeholders to promote BEE in the applicable sector. Section 12 Transformation
Charters are not binding upon organs of state or public entities and as such, these entities will apply the
Generic Scorecard in their interactions with the agricultural sector until such
time as Sector Codes have been gazetted in terms of Section 9 of the B-BBEE
Act.
The Indicative AgriBEE Scorecard
should be regarded as an indication of what is likely to be included in
possible, future Sector Codes for agriculture , but these Codes will be adapted
to meet industry needs and to be aligned
with the final version of the Generic Codes of Good Practice as published by
the Department of Trade and Industry.
Measurement
Principles:
·
A
Measured Enterprise’s score for a particular indicator is calculated by
dividing the enterprise’s actual contribution (as described by the relevant
indicator) by the corresponding target
·
The
result is multiplied by the corresponding indicator weighting points to obtain
a score for that indicator
·
Where
the enterprise attains a score in excess of the indicator weighting points, the
enterprise shall only be entitled to the corresponding weighting points
·
The
score for an element is the sum of indicator scores under that element
·
A
Measured Enterprise’s overall BEE score out of 100 will determine its BEE
status and BEE procurement recognition
level
Targets contained in the Indicative AgriBEE Scorecard are
based on those contained in the final version of Phase I of the Codes of Good
Practice and those contained in the draft Phase II Codes of 20 December 2005,
as well as on stakeholder inputs, comments and recommendations. Where no
substantive reasons for deviation from targets contained in the Codes of Good
Practice was put forward by stakeholders, targets have largely remained aligned
with those contained in the abovementioned versions of the Codes. However, it
should be noted that targets contained in Phase II of the Codes are subject to
change, following a public commentary process. In this regard, the AgriBEE
charter will align its targets to those contained in the final version of Phase
II of the Codes, except where justification for deviation can be adequately
provided on the basis of sound economic rationale and/ or sector development
needs as part of the sector code development process.
|
ELEMENT |
Weighting |
Indicator Category |
Indicator |
Indicator Weighting Points |
TARGET |
|
Ownership |
20% |
Voting
rights |
Exercisable Voting Rights in the
eEnterprise in the hands of black people |
3
|
30% |
|
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 |
3
|
30% |
||
|
Economic Interest in the |
2
|
10% |
|||
|
Economic Interest in the |
2
|
10% |
|||
|
Realisation
points |
Ownership fulfilment |
1
|
No
Restrictions |
||
|
Net Equity Interest Achieved
accordingly: 10% of the Target (Year 1) 20% of the Target (Year 2)40% of
the Target (Year 3-4) 60% of the Target (Year 5-6) 80% of the Target (Year 7-8) 100% of the Target (Year 9-10) |
7
|
30% |
|||
|
Bonus
points |
Involvement in the ownership of the
|
3
|
Bonus
per each level of 5% |
||
|
|
|
Bonus
points |
Contibution to
achieving above 30% land transfer |
5 |
Bonus
point per each percentage of land transferred above 30% of total land value |
|
Management Control |
10% |
Board
Participation |
Percentage of exercisable Voting
Rights held by Members of the Board who are black people to the total of all
Voting Rights exercised by all members of the Board |
3
|
50% |
|
Executive Members of the board who
are black people |
1 |
50% |
|||
|
Executive Members of the board who
are black women |
1 |
25% |
|||
|
Top
Management Participation |
Percentage that Senior Top Management
who are black people constitute of the total number of Senior Top Management |
2
|
40% |
||
|
Percentage that Senior Top
Management who are black women constitute of the total number of Senior Top
Management |
1 |
20% |
|||
|
Percentage that Other Top Management
who are black people constitute of the total number of Other Top Management |
1 |
40% |
|||
|
Percentage that Other Top
Management who are black women constitute of the total number of Other Top
Management |
1 |
20% |
|||
|
Bonus
Points |
Percentage that black people who
are Independent Non-executive Board Members
constitue of the total number of Independent Non-executive Board
Members |
1 |
40% |
|
Employment
Equity |
10% |
|
Black people with disabilities
employed in by the Measured Enterprise as a percentage of all full-time
employees |
2
|
2% |
|
Black people employed by the
Measured Enterprise at Senior Management level as a percentage of employees
at Senior Management level |
2
|
60% |
|||
|
Black women employed by the
Measured Enterprise at Senior Management level as a percentage of employees
at Senior Management level |
2
|
30% |
|||
|
Black people employed by the
Measured Enterprise at Professionally Qualified, Experienced Specialist and
Mid-management level as a percentage of employees at Professionally
Qualified, Experienced Specialist and Mid-management level |
2
|
75% |
|||
|
Black women employed by the
Measured Enterprise at Professionally Qualified, Experienced Specialist and
Mid-management level as a percentage of employees at Professionally
Qualified, Experienced Specialist and Mid-management level |
1
|
40% |
|||
|
Black people employed by the
Meausured Enterprise at Skilled Technical and Academically Qualified Workers,
Junior Management, Supervisors, Foremen and Superintendents as a percentage
of employees at Skilled Technical and Academically Qualified Workers, Junior
Management, Supervisors, Foremen and Superintendents level |
1
|
80% |
|
Skills
Development |
20% |
Skills
Development Spend |
Skills development spend on black
employees as a percentage of Leviable Amount. (85%
of spend focused on core and critical skills as defined by the relevant
SETA). |
6
|
2% |
|
Skills development spend on black
women as a percentage of Leviable Amount (85%
of spend focused on core and critical skills as defined by the relevant SETA). |
2
|
0.93% |
|||
|
Spend on black employees with
disabilities as a percentage of Leviable Amount |
1
|
0.2% |
|||
|
Recognised
Training Programmes |
Number of black employees
participating in training programmes that lead to recognised qualifications
as percentage of total employees. |
2
|
5% |
||
|
Number of black women participating
in training programmes that lead to recognised qualifications as percentage
of total employees |
2
|
2.5% |
|||
|
Number of people who are members of
Black Designated Groups participating in training programmes that lead to
recognised qualifications as percentage of total employees
(The score in this element will be adjusted directly proportionate to the
level of absorption of the participants in training programmes in the
measured enterprise until a level of 80% absorption is attained) |
1
|
1% |
|||
|
Organisational
Transformation Index |
Existence of a comprehensive BEE
strategy which is being implemented |
Yes |
1% |
||
|
Payment of skills development levy
as well as claiming levy money |
Yes |
1% |
|||
|
Existence of a policy on
non-discrimination widely publisedhed within the company and ongoing
facilitation of external diversity management training |
Yes |
1% |
|||
|
Compliance with relevant employment
related legislation |
Yes |
1% |
|||
|
Implementation of an effective
human resource management plan |
Yes |
1% |
|||
|
Existence of a program designed to
give practical effect to the stated policies and programmes |
Yes |
1% |
|||
|
Bonus points |
Percentage of
employees at ABET level 3 |
2 |
70% |
|
Preferential
Procurement |
20% |
Preferential
Procurement Spend |
BEE procurement spend from
Suppliers based on the BEE procurement recognition system contained in
section 5.5 of the Charter |
15
|
50% |
|
BEE procurement spend from
Qualifying Small Enterprises in accordance with the BEE procurement
recognition system contained in section 5.5 of the Charter |
4
|
15% |
|||
|
BEE procurement spend from Exempted
Micro Enterprises in accordance with the BEE procurement recognition system
contained in section 5.5 of the Charter |
1
|
5% |
|||
|
|
10% |
|
Cumulative contributions made by
the Measured Entity to enterprise Development as a percentage of cumulative
net profit after tax measured from the commencement / Inception Date to the
date of measurement |
10
|
2% |
|
Bonus
Points |
|
1
|
|
||
|
Lease of 20% of
land or capital assets on a long term basis to black persons which meets the
criteria of a qualifying transaction as outlined in paragraph 5.1.1.3 |
3 |
Lease
longer than 10 years |
|
Rural
Development, Poverty Alleviation & CSI |
10% |
Corporate
Social Investment Spend |
Cumulative |
6
|
1.5%
|
|
Land
available to farm workers1 |
Land
made available to farm workers measured from the commencement date of this
Charter or the Inception Date until the date of measurement. 2 |
4 |
10% |
||
|
Bonus
Point |
Corporate social investment
contributions benefiting black people in rural communities or geographic
areas identified in government’s intergrated sustainable development
programme and urban renewal programme |
1
|
|