Balanced Scorecard Templates - DOC

Document Sample
Balanced Scorecard Templates - DOC Powered By Docstoc
					BEE RATING AGENCY DOCUMENTS                                                                                                                                            Page 1 of 2



                                                                        THE BALANCED SCORECARD

                                                                                                                                Indicator              Bonus preferential Weighting
Core components           BEE Elements    Code Ref       Weighting    Indicators                                                            Targets
                                                                                                                                Weighting              provision
                          Ownership       BEE 100        20%          Unrestricted voting rights in the Enterprise in the             3%     25% + 1   Introduction of new entrants and
                                                                      hands of black people                                                    vote    BEE ownership in excess of
                                                                      Unrestricted voting rights in the Enterprise in the            2%        10%     target.
                                                                      hands of black women
                                                                      Economic interest in the Enterprise to which black             4%        25%
                                                                      people are entitled.
                                                                      Economic interest in the Enterprise to which black             2%        10%
                                                                      women are entitled.
DIRECT EMPOWERMENT                                                    Economic interest in the Enterprise to which black             1%        2.5%
                                                                      designated groups is entitled.
                                                                      Level of unrestricted entitlement of black people to           8%        25%
                                                                      receive their economic interest in the Enterprise (as
                                                                      percentage of total ownership)
                          Management      BEE 200        10%          Weighted management representation scorecard (See             10%        40%     Women management, different
                                                                      BEE 200)                                                                         management positions weighted
                                                                                                                                                       according to seniority and
                                                                                                                                                       executive involvement.



                                                                                                                                Indicator              Bonus preferential Weighting
Core components           BEE Elements     Code Ref       Weighting   Indicators                                                            Targets
                                                                                                                                Weighting              provision
                          Employment       BEE 300        10%         Weighted employment equity scorecard                           10%       50%     Women representation.
                          equity                                      (See BEE 300)
                          Skills           BEE 400        20%         Investment in skills development (in addition to skills       15%         3%     Fast track programs for black
HUMAN RESOURCE
                          development                                 development levy) as a percentage of payroll                                     employees and management.
DEVELOPMENT
                                                                      Learnerships: learnership positions (as a percentage           5%         3%     Provision of skills development
                                                                      of employees)                                                                    programs and learnership in
                                                                                                                                                       priority skill areas.




D:\Docstoc\Working\pdf\7b11b4f1-cceb-4a41-9d60-1824222e1a19.doc
BEE RATING AGENCY DOCUMENTS                                                                                                                                                       Page 2 of 2




                                                                                                                                Indicator                        Bonus preferential Weighting
Core components          BEE Elements     Code Ref      Weighting   Indicators                                                              Targets
                                                                                                                                Weighting                        provision
                         Preferential     BEE 500       20%         Affirmative procurement from excellent BEE                  18%         50%                  Procurement from excellent
                         procurement                                contributors (BEE percentage score as per                                                    contributors (recognised at
                                                                    scorecard, between 80 and 100 points)                                                        R1.25 for every R1 of spend).
                                                                    Affirmative procurement from good BEE                                                        Procurement from good
                                                                    contributors (BEE percentage score as per                                                    contributors (recognised at R1
                                                                    scorecard, between 65 and 79 points)                                                         for every R1 of spend).
                                                                    Affirmative procurement from satisfactory BEE                                                Procurement from satisfactory
                                                                    contributors (BEE percentage score as per                                                    contributors (recognised at 50c
                                                                    scorecard, between 45 and 65 points)                                                         for every R1 of spend).
                                                                    Implementation of robust, independent verification          2%          Mechanism
                                                                    and reporting mechanism to avoid fronting                               which verify BEE
                                                                                                                                            status of
                                                                                                                                            suppliers
                                                                                                                                            reported under
                                                                                                                                            preferential
                                                                                                                                            procurement and
                                                                                                                                            utilisation of Dti
                                                                                                                                            approved
                                                                                                                                            accreditation
INDIRECT EMPOWERMENT
                                                                                                                                            agencies
                         Enterprise       BEE 600       10%         Monetary investment in SMME with excellent or               8%          5% - 10%             The sum percentage score
                         development                                good BEE contributions (as percentage of Net Asset                      (depending on        achieved through monetary
                                                                    value/EBITDA/Total procurement)                                         base used)           investment and quantifiable
                                                                    Quantifiable non-monetary support to SMME with              2%          2% - 5%              non-monetary support is
                                                                    excellent or good BEE contributions                                     (depending on        summed to arrive at the
                                                                    (as percentage of Net Asset value/EBITDA/Total                          base used)           enterprise development points
                                                                    procurement)                                                                                 (The maximum achievable
                                                                                                                                                                 percentage score for enterprise
                                                                                                                                                                 development is 10)
                         Residual         BEE 700       10%         Industry specific initiatives to facilitate the inclusion   10%         3%                   Total contribution toward these
                         Element                                    of black people in their sector (as a percentage of                                          initiatives is summed relative to
                                                                    net profit)                                                                                  net profit of an enterprise. The
                                                                    Industry specific initiatives to promote black                                               total achievable percentage
                                                                    economic empowerment (as a percentage of net                                                 score for these initiatives is 10.
                                                                    profit)                                                                                      (Initiatives that does not
                                                                    Corporate social investment initiatives in health,                                           promote the empowerment of
                                                                    education, poverty alleviation and community                                                 black people are specifically
                                                                    development (as a percentage of net profit)                                                  excluded).




                                                                         Back To Coversheet




D:\Docstoc\Working\pdf\7b11b4f1-cceb-4a41-9d60-1824222e1a19.doc

				
DOCUMENT INFO
Description: Balanced Scorecard Templates document sample