The purpose of this training is to provide the delegate with enough information on B-BBEE to understand the potential effects of B-BBEE on the economy in general and how the Financial related elements of the B-BBEE scorecard will affect their business specifically. The Intermediate Course is specifically designed to provide comprehensive training on the specific B-BBEE elements and the theoretical scenario testing thereof.

Objectives

1. To present the guidelines to understand the Preferential Procurement Sub-element, Enterprise Development Sub-element, Supplier Development Sub-element and Socio-economic Development Element of the Amended B-BBEE Codes of Good Practice.
2. Training on how to apply the relevant calculations of the Preferential Procurement Sub-scorecard, Enterprise Development Sub-scorecard, Supplier Development Sub-scorecard and Socio-economic Development
3. Theoretical scenario testing to understand the application of the guidelines and applicable calculation relating to applicable elements.
4. To answer any questions posed by the delegates.

Deliverables

1. Two day interactive presentation facilitated by a BEE Academy Facilitator including the following:

a. General Key Principles aligned to the Amended B-BBEE Codes of Good Practice:

1. Basic understanding of the B-BBEE Verification Cycle and the significance of the relevant B-BBEE initiatives aligned to the cycle.
2. How to determine the B-BBEE Recognition Level for a Large Enterprise, Qualifying Small Enterprise and Exempt Micro Enterprise.

• Understanding of the Priority Elements and the impact of the Discounting Principle.

b. An In-depth understanding of the Preferential Procurement Sub-element in the Amended B-BBEE Codes of Good Practice.

1. The Preferential Procurement theoretical understanding includes:
   • What constitutes as Recognised Supplier Expenditure
   • What constitutes as a valid B-BBEE Certificate or Affidavit
   • Understanding how to calculate the Total Measured Procurement Spend
   • Understanding the importance of Import Substitution Plan
   • Understanding Empowering Supplier criteria
   • What is defined as a Black Owned and Black Woman Owned supplier status and the impact of the Net Value calculation aligned to these status.

1. The Preferential Procurement theoretical scenario testing includes:
   • Calculate Recognised Supplier Expenditure
   • Calculate the Total Measured Procurement Spend

c. An In-depth understanding of the Enterprise Development & Supplier Development Sub-elements and Socio-economic Development Element in the Amended B-BBEE Codes of Good Practice.

1. The Enterprise Development, Supplier Development and Socio-economic Development theoretical understanding includes:
   • Qualifying Beneficiary criteria
   • Recognisable contribution
   • Impact of the Benefit Factor Matrix
   • Impact of the Industry Norm in calculated each element’s target
     

• The Enterprise Development, Supplier Development and Socio-economic Development theoretical scenario testing includes:
  • Classify applicable Beneficiary
  • Identify applicable contribution type and benefit factor
  • Testing the Industry Norm to determine the applicable target

d. Identify the interpretational issues in the B-BBEE industry.

e. Understanding of the required  documentation to support each element claim.

2. Learning Material Pack which consist of the basic principles of the Amended B-BBEE Codes of Good Practice, general explanation and basic calculations.
3. PDF PowerPoint Presentation of the Workshop.
4. Attendance Certificate of the Intermediate Course.