Services

BS Vision acts as a trusted intermediary between clients and accredited training providers, helping you maximise your Skills Development spend while ensuring full compliance and B-BBEE impact.

We manage the end-to-end coordination of skills programmes — from needs assessment to document collection, SETA engagement, and reporting — so you can focus on transformation, not administration.

Our Support Includes:

• Skills Needs Assessment:Onsite or virtual engagements to identify training needs aligned with B-BBEE, SDL, and SARS benefits.
• Training Coordination: Sourcing providers, securing bookings, and managing service agreements on your behalf.
• Document Management: Collection, quality control, and submission of all SETA and provider documentation — including learner agreements, certified IDs, and compliance paperwork.
• Learner Registration Support: Liaison with SETAs to ensure learners are properly enrolled and registered, with tracking sheets and proof of submission maintained.
• Audit-Ready Records: POPIA –   compliant document storage, learner files, and signed delivery notes to support scorecard verification.
• Progress Reporting: Monthly updates on training schedules, learner progress, and solutions for not-yet-competent (NYC) learners.

Dispute Resolution & Certificate Delivery: End-to-end follow-up to ensure satisfaction, close-out, and delivery of certificates directly to the client.

Skills Development is a key priority in the B-BBEE Codes — and your Workplace Skills Plan (WSP) and Annual Training Report (ATR) submissions are critical to maintaining your scorecard and securing available funding.

At BS Vision, we remove the stress of submissions. From data collation to SETA alignment, we provide hands-on support to help you submit accurately, on time, and in full compliance.

Our Support Includes:

• Accurate data preparation and template completion
• Full guidance on SETA submission requirements
• Timely, compliant submission assistance
• Alignment of training activities to B-BBEE goals

Why Submitting a WSP Matters

Submitting a WSP isn’t just about compliance — it’s how SETAs plan skills investment across your sector and determine your business’s eligibility for grants. A properly submitted WSP gives your business access to 20%–50% of your Skills Development Levies (SDL) through learnerships, bursaries, and training programmes.

Understanding the ATR Requirement

If you submit a WSP, you must also submit an Annual Training Report (ATR) at the end of your financial year. The ATR shows whether your planned training actually took place. Significant deviations from the WSP must be explained and supported with evidence — otherwise, you risk losing your Skills Development grant and your B-BBEE points.

We understand the technical requirements and the strategic importance of these submissions. Whether you’re managing a small team or a large workforce, we will make sure your reports are in place — and your transformation efforts don’t go to waste.

B-BBEE can be complex — especially for newly appointed managers, executives, or B-BBEE committee members. Our tailored training programmes simplify the Codes, clarify expectations, and empower your decision-makers to act with confidence.

Whether you’re leading transformation efforts, overseeing compliance, or championing B-BBEE within your business, BS Vision delivers the knowledge and tools you need to get it    right.

Executive B-BBEE Training

Ideal for leadership teams new to BBBEE or seeking clarity on strategy, risk, and compliance

• High-level overview of the B-BBEE framework and strategic implications
• Interpretation of the Codes from a decision-making perspective
• Common pitfalls and how to avoid them
• Aligning B-BBEE strategy with business priorities

B-BBEE Committee Training

Designed to equip BBBEE committees with a unified understanding of the scorecard and their role in supporting transformation.

• Element-specific deep dives (e.g., Skills, ESD, Ownership, etc.)
• Collaboration and decision alignment strategies
• Monitoring, tracking, and reporting best practices

B-BBEE Champion / Manager Course

Perfect for new or existing BBBEE managers looking to strengthen their operational and strategic understanding.

• Element-by-element breakdown of responsibilities
• Scorecard-aligned strategy execution
• Tools for reporting, evidence collation, and verification readiness

Bursaries are powerful tools for real empowerment — when managed right. Whether you’re launching a bursary policy for employees’ children, opening opportunities to external candidates, or refining your current approach, BS Vision ensures your bursary spend delivers measurable impact and compliance returns.

We help you introduce structured bursary policies, streamline application procedures, and manage the full lifecycle — from selection to reporting.

Our Support Includes:

• Drafting bursary policies tailored for internal or external beneficiaries
• Candidate sourcing, vetting, and selection
• Fund allocation, budgeting, and tracking
• B-BBEE-aligned reporting and compliance support

Transformation doesn’t end at implementation. We offer ongoing support to ensure ownership structures remain compliant and continue to deliver intended outcomes.

• Annual reviews and scorecard updates
• Beneficiary tracking and compliance audits
• Advice on adapting ownership structures to evolving business needs and legislation

Net Value is a crucial subelement of the Ownership scorecard and a key area of risk   for fronting practices. We provide comprehensive assessments to help your organisation meeting compliance and reduce exposure.

• Net Value risk assessment report and transaction analysis
• Tranche-by-tranche measurement of shareholding against Net Value thresholds
• Identification of B-BBEE ownership structures that may present fronting risks
• Strategic recommendations and restructuring to align with Net Value requirements

We advise on the structuring of asset sales to meet B-BBEE ownership targets while preserving enterprise value and ensuring full compliance.

• Asset deal design to optimise ownership scorecard benefits
• Tax and legal structuring to minimise liability and maximise value
• Coordination with legal, audit, and verification professionals for transaction.  finalisation

Many B-BBEE ownership structures rely on trusts — including Broad-Based Ownership Schemes (BBOS) and Employee Share Ownership Plans (ESOPs) — to hold shares on behalf of beneficiaries. At BS Vision, we provide comprehensive trust administration services that go far beyond compliance to ensure that trusts deliver long-term value, meet legislative requirements, and empower their beneficiaries.

(i) Trust Onboarding & Logistics

We manage the foundational setup and day-to-day functioning of your trust in alignment with B-BBEE and legal frameworks.

• Onboarding and coordination of beneficiaries
• Planning and conducting management update meetings
• Oversight of trustee elections and governance transitions
• Communication and logistics for trust distributions
• Certification of units and allocation letter preparation

(ii) Day-to-Day Trust Management

We take full responsibility for the daily operations of the trust to ensure transparent, compliant, and effective administration.

• Administration of trust assets, distributions, and reporting
• Maintenance of accurate trust and beneficiary records
• Communication facilitation between trustees and beneficiaries
• Compliance with B-BBEE codes, trust deed, and relevant legislation

(iii) Governance & Secretarial Duties

We help maintain strong governance systems, provide strategic secretariat support, and ensure that trustees execute their roles responsibly.

• Advisory support to the Chairperson and Board of Trustees
• Preparation and oversight of B-BBEE affidavits
• Trustee meeting facilitation, record-keeping, and minute-taking
• Updating and maintaining beneficiary lists
• Oversight of statutory and regulatory compliance
• Risk and opportunity assessments for the Trust
• Recruitment and appointment of independent trustees

(iv) Engagement with the Master of the High Court

We serve as your liaison with the Master’s Office to ensure full legal recognition and compliance of your trust.

• Updating Letters of Authority and trust deed when required
• Collation of supporting documentation for submission
• Completion of official government trust forms
• Coordination to maintain a constructive relationship with the Master’s Office

(v) SARS Compliance, Distribution & Accounting

We ensure your trust is tax compliant, financially sound, and able to distribute value fairly and responsibly.

• Opening and managing the Trust bank account
• Monthly accounting, reporting, and preparation of annual financials
• Trust tax returns, SARS eFiling profile management, and payments
• Secure and compliant distributions with signed beneficiary releases
• Asset registration and capital growth oversight, where applicable

(vi) Training & Capacity Building

We equip trustees and beneficiaries with the knowledge they need to fulfil their roles and understand their rights and responsibilities.

Trustee Training (Half-Day)

• Understanding the structure and governance of trusts
• Roles, duties, risks, and responsibilities of trustees
• B-BBEE compliance, verification, and legislative context
• Overview of tax obligations and trust operations

Beneficiary Training (Half-Day)

• How beneficiaries are appointed and participate
• Rights, responsibilities, and understanding distributions
• Explanation of AGMs, unit allocations, and dividend timing
• B-BBEE compliance overview and race declarations

(vii) Beneficiary Engagement

We build a transparent, communicative, and empowered relationship with beneficiaries to support long-term trust success.

• Regular beneficiary communication and climate assessments
• Independent interviews to support trustee decision-making
• Coordination of beneficiary meetings and conflict resolution
• Collection of FICA and other required compliance documentation

(viii) Official Trust Meetings

We handle the planning and execution of all formal trust engagements, ensuring accountability and timely action.

• One (1) Annual General Meeting with all stakeholders
• Four (4) Trustee meetings per annum
• Auditor meetings to prepare and finalise annual financials
• Special meetings for urgent trust business

(ix) B-BBEE Verification & Compliance Support

We provide technical support to ensure your trust contributes meaningfully to the Ownership Scorecard.

• Preparation of B-BBEE verification packs for the trust
• Alignment of trust activities and records with verification standards
• Advisory on scoring, Net Value, and economic interest compliance

• Tailored strategies aligned with your business goals and legislative requirements

• Gap analysis and risk assessments to identify compliance and transformation opportunities

• Integration of Employment Equity with your broader B-BBEE and diversity plans

• Development of EE strategy in line with industry targets

• Drafting or reviewing Employment Equity Plans that comply with the latest regulations

• Ensuring accurate, timely submissions to the Department of Employment and Labour

• Ongoing advisory to adapt plans in response to legislative or business changes

• Specialised training for HR teams, managers, and EE committees to understand current laws and best practices

• Workshops designed for newly appointed EE managers or transformation leaders

• Practical guidance on implementing EE plans and monitoring progress effectively

• Comprehensive audits to evaluate your EE compliance status

• Identification of barriers and recommendations for improvement

• Support in preparing for Departmental audits and inspections

• Guidance on fostering inclusive workplaces that go beyond compliance

• Support in aligning EE initiatives with cultural transformation and employee engagement goals