Any stage, on call
Ad hoc advisory
One-hour sessions, a transaction, a tender requirement or a dispute. No retainer needed.
Book an hourEvery element of the scorecard. One team.
From strategy to certificate, in ownership.employment equity.skills.enterprise development.ESG.AI and data.
- 5elements on the generic scorecard
- 111points, plus up to 9 bonus
- 12months: the life of a certificate
- 135%recognition for your spend with us
Across the whole scorecard
Before the elements, the big picture.
Solutions that work across your whole scorecard. Most engagements begin here.
Eight solutions 01 / 08
01 · For the board
Business case analysis
Boards increasingly ask what B-BBEE earns, protects and costs. We answer on evidence: your sales, tenders, costs and customers’ own B-BBEE requirements, read against competitors, new entrants and policy change. We do not tell you whether to pursue B-BBEE; we give the board the facts to make that call, and to defend it.
Do not pursueReduceMaintainImprove
You receive
- A phased plan with a decision gate
- A first report on what your own data shows
- An options model with five-year costs
- A board-ready decision pack, with the evidence
02 · The year, planned
B-BBEE strategy and advisory
A full-year programme that starts with your data and ends with a certificate you planned for. We work with your B-BBEE committee or champion at every step, so nothing is left to the final month.
- DiscoverDiscovery and a data request: your records, structure and target level.
- AnalyseYour data processed and analysed, with feedback and executive training.
- StrategiseA strategy set with your committee for the level you want.
- Plan and targetA project plan, with targets and owners for each element.
- ImplementImplementation and monitoring, with monthly reports.
- MonitorQuarterly impact reviews, then year-end closing.
- VerifyAudit preparation, verification and your certificate.
You receive
- A strategy built for your target level
- Deep-dive assessments and scorecard alignment
- Ongoing guidance as results arrive
- Monthly reports through implementation
03 · Through the year
Progress monitoring and risk reporting
Key metrics tracked against your targets through the year, with progress reports that end in clear actions, and risk reports that flag threats to the score early, including possible fronting indicators.
04 · Governance
Your B-BBEE committee, supported
We set up and train the committee with your key stakeholders, prepare its reports, coordinate its actions and keep minutes that stand up at verification.
05 · Before the agency
Verification readiness
Know your score before the verification agency does. Points are won or lost on evidence, so we project your score independently, test the evidence before the agency sees it, and defend each element through to the certificate.
- Independent scorecard projections and risk-based assessments
- Scorecard analysis and targeted gap identification
- Pre-audit testing of evidence for accuracy and reliability
- A strategy to defend each scorecard element
- Readiness check-ins through the year
- Liaison with your agency, and every finding resolved
06 · Beyond the scorecard
ESG reporting assistance
Much of the “S” and “G” in ESG is already in your B-BBEE, employment equity, skills and SED records. We help you turn that data into clear sustainability disclosures, and prepare it for review. See our ESG services.
07 · Building capability
B-BBEE training
Three formats that build B-BBEE into every role. See the training calendar.
- Executive briefing. The framework, the Codes and how to align strategy with business priorities.
- Committee training. Each element in depth, with monitoring and reporting through the year.
- Champion course. What each element requires, the evidence it needs and how to be ready for verification.
08 · When you need it
Ad hoc advisory
One-hour sessions for urgent compliance, scorecard or regulatory questions, a transaction, a tender requirement or a dispute. Virtual or in person, with no retainer needed.
Most engagements begin here. Tell us where your year stands.
Talk to us about strategyThe certificate life cycle
A certificate is a 12-month cycle.
Valid for 12 months, it reflects the financial year behind it. What happens at each stage decides the level you can claim.
01Month 1
Plan
Targets, budgets and structures for the year.
Your financial year
Month 1
The plan is set
Your financial yearAfter year-end, as the next year begins
Where we fit in
Join at any stage, or walk the whole year with us.
Year-end to certificate
Verification assistance
Evidence portfolio, pre-assessment, agency liaison and every finding resolved.
Prepare for verificationThe whole cycle
Full-suite advisory
A dedicated transformation champion runs every stage with you, on site and on call, from the first data request to the certificate, and into the next cycle.
Discuss a retainerOn a full-suite retainer
Twelve components, one champion.
Your champion sits with your committee, joins up HR, procurement and finance, owns the evidence month by month, and reports to your executives. Select any component to see what it covers.
01Audit supportEvidence portfolio, pre-assessment and agency liaison
- 01Audit supportEvidence portfolio, pre-assessment and agency liaison
- 02Management controlRepresentation targets and employment equity, planned together
- 03Skills developmentWSP and ATR, learnerships, bursaries and skills programmes
- 04ProcurementSpend analysis, supplier certificates and tracking
- 05ESD programmesBeneficiaries supported, tracked and evidenced
- 06SED programmesContributions that qualify, with beneficiary feedback
- 07Annual reportingTransformation results for your annual and ESG reports
- 08Policy developmentB-BBEE, procurement and bursary policies your teams can follow
- 09TrainingExecutives, committees and champions
- 10The B-BBEE committeeAgenda, reports, actions and minutes
- 11Impact monitoringWhat changed for beneficiaries, not only points claimed
- 12Progress reportingMonthly progress, quarterly executive reports, early warnings
Ownership solutions
Where transformation meets the balance sheet.
Ownership is often the most commercially significant element of the scorecard, and the most scrutinised. We design structures that deliver real benefit to Black shareholders, are funded sensibly and hold up at verification.
The structure, designed
Draw your transaction before you sign it.
Choose a starting point, or set the stakes yourself, and watch the structure take shape. This is how we begin every ownership conversation: on one page, with the trade-offs in view.
Start from
Black shareholders
Funded by
Black voting rights0%
Black women0%
Net valueBuilds over timeAs the funding is repaid from dividends
An illustrative structure study. It assumes half of each trust’s beneficiaries are Black women; actual recognition depends on the beneficiaries, the deal terms and the Codes. Every transaction we design is shaped around your commercial goals, funding capacity and target level.
Ownership solutions
Structures that hold up, and pay out.
Nine solutions that take an ownership transaction from the first diagnostic to verified points, and keep it working for years after, with our legal and financial partners alongside.
01 / 09 Swipe, or select the front card to explore
Assess
Ownership assessment and strategy
A diagnostic review, gap analysis against the Codes and a strategy for your target level.
Design
Structure design and implementation
Equity deals, ESOPs and broad-based schemes, built with our legal and financial partners.
Structure
Deal structuring and equity equivalents
Black-owned and private equity partners, equity equivalents, voting rights and governance.
Protect
Net value and risk
Net value tracked tranche by tranche, with fronting risks flagged and fixed early.
Advise
Sale of asset advisory
Asset deals designed for ownership recognition, with legal, audit and verification input.
Verify
Verification support
Ownership files, net value and economic interest calculations, and agency liaison.
Monitor
Post-implementation monitoring
Annual reviews and beneficiary tracking, adapting structures as the business and the law change.
Partner
Expert partners
Deals delivered alongside the attorneys and chartered accountants we work with closely.
Administer
Trust administration and trust services
Employee and broad-based trusts administered for ESOP and BBOS beneficiaries, from onboarding to distributions, so trustees can govern with confidence.
A transaction, step by step
Select a step for the detail
Choosing the vehicle
Three ways to bring in Black ownership.
- Who benefits
- Current employees
- Strengths
- Engagement, retention and a long-term view
- Watch-outs
- Staff turnover before vesting; valuing private shares
- Who benefits
- A wide group of Black people and communities
- Strengths
- Wide reach, with dividends that can fund education or health
- Watch-outs
- Administration cost and balancing many interests
- Who benefits
- A Black-owned investment or operating company
- Strengths
- Capital, networks, skills and an active board role
- Watch-outs
- Funding cost; real involvement, never fronting
Ownership solutions · trusts
Trusts that are run well, not only registered.
Employee and broad-based trusts only deliver value if they are run well. We administer the trusts that hold shares for ESOP and BBOS beneficiaries, working between the trustees, the company, the beneficiaries, the Master of the High Court, SARS, the auditors, the bank and the verification agency.
A trust’s year, administered
- Trustee meetingQuarter one
- Trustee trainingHalf day
- Trustee meetingQuarter two
- Annual general meetingOrganised and minuted
- Trustee meetingQuarter three
- Beneficiary trainingHalf day
- Trustee meetingQuarter four
- Financials and taxAuditors, SARS and the Master
An illustrative year: meetings and training are scheduled around your trust deed and financial year.
What trust administration covers
Nine modules, together or one at a time.
Module i
Onboarding and logistics
- Beneficiaries onboarded, with allocation letters
- Trustee elections and governance transitions
- Distribution logistics and unit certification
Module ii
Day-to-day management
- Assets, distributions and reporting administered
- Trust and beneficiary records kept up to date
- Compliance with the Codes, the trust deed and the law
Module iii
Governance and secretarial
- Advice to the chairperson and board
- Meetings facilitated and minuted; B-BBEE affidavits
- Risk assessments, statutory oversight and independent trustees
Module iv
Master of the High Court
- Letters of Authority and trust deeds updated
- Documents collated and official forms completed
- A working relationship with the Master’s office
Module v
SARS and accounting
- Trust bank account opened and managed
- Monthly accounting and annual financials
- Tax returns, eFiling and payments with signed releases
Module vi
Training
- Half-day trustee training: structure, duties, B-BBEE and tax
- Half-day beneficiary training: rights, AGMs, units and dividend timing
Module vii
Beneficiary engagement
- Regular communication and climate assessments
- Independent interviews and conflict resolution
- FICA documents collected
Module viii
Official trust meetings
- One AGM and four trustee meetings a year
- Auditor meetings for the annual financials
- Special meetings as needed
Module ix
Verification support
- Verification packs prepared
- Records aligned with verification standards
- Advice on scoring, net value and economic interest
Planning a transaction, or a trust that needs running well?
Talk to us about ownershipManagement control and employment equity
Transformation is led from the top.
Management control measures how representative your board, executives and managers are. It is where B-BBEE and employment equity meet, so we plan the two together.
- 19 points, no sub-minimum
- EAP targets
- 1 plan for both
- ProfileYour workforce by level, race, gender and disability
- TargetGoals for each level that fit your target B-BBEE level
- AlignRecruitment, promotion and succession that close the gaps
- ReportQuarterly tracking, with evidence ready for verification
Select a level to see how it is measured.
Employment equity, planned, consulted and reported.
Employment equity is now tied to sector targets and to access to state work. We help designated employers plan, consult and report with confidence, and link this work to their B-BBEE management control strategy.
- AnalyseWorkforce profile and barriers
- ConsultEE committee and forums
- PlanAn EE plan with numerical goals
- ReportEEA2 and EEA4 reports submitted
- MonitorAudits and progress reviews
Strategy development and review
Gap analysis, risk assessment and a strategy aligned to sector targets, with advice on inclusive workplaces beyond compliance.
Plans and reports
EE plans drafted or reviewed, and accurate, on-time reports to the Department of Employment and Labour.
Committees and forums
EE committees and forums set up and supported, with workshops for HR teams, managers and new EE managers.
Audits and inspections
Compliance audits, barriers identified with clear remedies, and support through Department inspections.
EE plan due, a report to file, or an inspection on the way?
Talk to us about employment equitySkills development solutions
Skills are how transformation reaches people.
A priority element worth 20 points, with up to 5 bonus points for absorbing learners into jobs. We design it, accredited partners deliver it, and we prove it.
Why skills spend works harder
One rand, three returns.
Skills development is one of the few places on the scorecard where the same rand can earn points, a SETA grant and a tax allowance. We structure your levies and training budget so it earns all three.
- We designAudit, programmes, tax and grants
- Partners deliverAccredited training and assessment
- We prove itEvidence, absorption and every claim
R1skills spend
B-BBEE points20 points, plus up to 5 bonus
SETA grants20% of your levy back, and discretionary grants
Section 12HR40 000 a year per learner, R60 000 with a disability
Five services
Hover or tap a photograph to open it
01
WSP and ATR · every year
WSP and ATR submissions
Your skills plan and training report, submitted by 30 April, so you can claim 20% of your levy back.
- Mandatory grant
- Training committee
- Discretionary grants
02
Learnerships
From needs analysis to absorption
Qualifications that give unemployed young people a start, and earn points, grants and tax allowances.
- Section 12H
- Up to +5 bonus points
- SETA registered
03
Bursaries
Bursaries managed end to end
Bursaries for employees and external students, managed before, during and after study.
- Selection to graduation
- Fees paid on time
- Board-ready impact
04
Skills programmes
The rest of your training, recognised
Every short course accredited, recorded and claimed in the right category.
- Accredited providers
- Audit-ready files
- Monthly progress
05
Youth Employment Service
Up to two levels higher
Twelve months of work experience for unemployed youth, with your level lifted when targets are met.
- Placement and mentoring
- Absorption planning
- Evidence pack
Not sure where to start? Most clients begin with a skills development report or a skills audit.
Talk to us about skillsEnterprise and supplier development
Every rand you spend can build a business.
ESD carries 42 of the 111 points, the largest share of the scorecard, plus 4 bonus points, and each of its three parts carries a 40% sub-minimum. Done well, today’s beneficiary becomes tomorrow’s supplier, and the points follow the progress.
5points
Enterprise development
Target 1% of NPAT
Black-owned businesses beyond your supply chain, built up with grants, loans and mentoring.
10points
Supplier development
Target 2% of NPAT
Black-owned suppliers inside your supply chain, helped to grow and meet your standards.
27points
Preferential procurement
Targets on every rand of spend
The business you helped to grow now wins more of your spend, and earns you points.
+4 bonus points. One for graduating a beneficiary from enterprise to supplier development, one for jobs created through your ESD programmes, and two for spend with designated group suppliers.
We find where your existing spend can count for more.
Talk to us about ESD
ESD and procurement services
From the first beneficiary to a supplier you buy from.
Seven steps we run as one programme, not a donation, so every contribution helps a business grow and stands up at verification.
01 · SelectYou receive
Beneficiary identification and selection
Black-owned businesses that fit your supply chain and goals, found, checked and agreed with you.
Needs analysis and baseline assessment
Where each business stands today, and what it needs to grow, recorded as the baseline for impact.
ESD transaction structuring
Grants, loans, equity and preferential terms, structured so each one is genuine and recognised.
ESD programme design and delivery
Mentorship, business support and market access, with a path from beneficiary to supplier.
Monitoring and impact reporting
Progress measured against the baseline, and reported to your board and for verification.
For suppliers and beneficiaries
Access to funding
Funding arranged through registered funding partners, so the businesses you develop can take on the work.
ESD and procurement · 06 Procure
Preferential procurement: five layers, 27 points.
Targets are shares of total measured procurement spend, on the generic scorecard. One supplier can count in several layers at once, so the same invoice can earn points more than once.
- Empowering suppliersSpend counts at each supplier’s level: R100 at Level 1 counts as R135.5
- Qualifying small enterprisesEmpowering suppliers with a turnover of R10 million to R50 million.3
- Exempted micro enterprisesEmpowering suppliers with a turnover of up to R10 million.4
- At least 51% Black-ownedThe heaviest single line on the scorecard since 2019.11
- At least 30% Black women-ownedPlus 2 bonus points for designated group suppliers.4
Socio-economic development
Impact beyond the business.
Worth 5 points against 1% of net profit after tax. Not the same as corporate social investment: a contribution counts in full when at least 75% of its value reaches Black people.
75%must reach
Black people
Black people
- 01
A theme that fits
A focus that suits your culture, your people and the communities around you.
- 02
Impact-driven initiatives
Initiatives designed to qualify, and to change something that matters.
- 03
Beneficiary feedback
We hear from the people you support, and report what changed for them.
- 04
Evidence for verification
Contribution records, beneficiary profiles and proof of benefit, ready for the agency.
Success is measured in lives changed.
Talk to us about SED
New · ESG strategy and reporting
Your transformation data already tells an ESG story.
Investors, lenders and customers increasingly ask how a business cares for the environment, its people and its governance. Much of the answer sits in data you already keep for B-BBEE and employment equity. We help you shape it into a clear ESG strategy and credible sustainability reporting.
E
Environmental
Energy, emissions, water and waste. We help you choose the measures that are material to you and organise the data behind them.
S
Social
Ownership, workforce diversity, training, supplier development and community investment: already measured for your scorecard.
From your B-BBEE, EE, skills and SED records
G
Governance
Board oversight, committees, ethics and policies, read against the governance principles of the King Code.
ESG services
From the first seed of a strategy to a report your stakeholders trust.
Six services that grow with you, each building on the one before.
01 · SeedWhere it starts
ESG strategy and materiality assessment
You receive
01 · SeedWhere it starts
ESG strategy and materiality assessment
The matters that count most for your business and stakeholders, with a strategy, targets and owners.
02 · RootsWhat holds it up
ESG data, KPIs and dashboards
Defined KPIs, owners and data collection, with live dashboards to track them through the year.
03 · GrowthWhat you already have
The “S” in ESG
Your B-BBEE, employment equity, skills and SED data turned into clear social disclosures.
04 · BloomWhat you disclose
ESG and sustainability reporting
Disclosures prepared in line with the frameworks your stakeholders expect, from JSE guidance to GRI.
05 · ProofWhat stands up
Assurance and verification readiness
Evidence, data trails and controls prepared, so your chosen assurance provider can review them.
06 · HarvestWhat your stakeholders read
Integrated and sustainability report support
The ESG sections of your integrated or sustainability report drafted, checked and kept consistent.
Frameworks we work with
- JSE Sustainability Disclosure Guidance
- JSE Climate Disclosure Guidance
- GRI Standards
- IFRS S1 and S2
- King Code governance principles
We help you prepare and report; independent assurance, where you need it, is provided by an assurance provider of your choice.
Starting an ESG report, or asked for ESG data by an investor or customer?
Talk to us about ESGAI in transformation and sustainability
Practical AI for transformation work.
We design and build AI tools for B-BBEE, employment equity and ESG work. Your data is captured once, read and checked by AI, confirmed by your people and turned into the reports and dashboards your board and verification agency need.
Fewer hours lost to month-end reportingWhat it means for your team
See the products
The products
AI products for transformation and ESG.
Each one is built and set up around your scorecard, your data and the way your teams work.
Projects
Scorecard intelligence
Estimates your B-BBEE level element by element during the year and warns you when a sub-minimum is at risk.
Talk to us about it
Reads
Evidence and verification
Reads certificates, affidavits and invoices, and files each one against the scorecard claim it supports.
Talk to us about it
Monitors
Supplier intelligence
Tracks each supplier's B-BBEE level, Black ownership and certificate expiry date, and sends renewal reminders.
Talk to us about it
Analyses
Procurement analytics
Shows spend by supplier category, the gap to each target in rand and where redirected spend would count most.
Talk to us about it
Tracks
ESD programme tracker
Records each beneficiary and the funding and support given, and measures their growth against a starting baseline.
Talk to us about it
Reports
ESG reporting studio
Collects ESG data once and drafts your disclosures, with each figure traceable for your assurance provider.
Talk to us about it
Analyses
Workforce and EE analytics
Compares workforce representation with the EAP and sector targets, and feeds your EE plan and annual EE reports.
Talk to us about it
Tracks
Skills and learner tracker
Tracks learnerships, bursaries and skills spend against the Codes targets, including how many learners you absorb.
Talk to us about it
Records
Trust administration portal
Keeps beneficiaries, trustee meetings, distributions and filings with the Master of the High Court in one secure record.
Talk to us about it
Measures
SED impact tracker
Records contributions, beneficiaries and outcomes, with the supporting evidence ready for verification.
Talk to us about it
Connects
Transformation data hub
Brings payroll, procurement and training data together in one controlled record your teams can rely on.
Talk to us about it- Human in the loopAI drafts and flags issues. A person confirms every figure used for verification.
- POPIA by designWe collect only the personal information each measure needs, and hide names where totals are enough.
- Role-based accessEach team sees only the information it needs.
- Full audit trailEvery change, check and approval is recorded, so your verification agency can follow it.
Spending too many hours on spreadsheets and reports?
Talk to us about automationThere is more. Our AI solutions page tells the full story: the systems we build, custom dashboards, application processes, how your data stays protected, and the AI training we are preparing. Explore AI solutions
The blueprint of change.
Begin here
Start with one element, or the whole cycle.
Tell us where your year stands, and we will show you where the points are.
What happens next
- 01A first conversationTell us where your year stands. One call, no obligation.
- 02A look at your scorecardWe read what your data shows before we advise.
- 03A clear next stepPriorities, timing and cost, in plain language.
- sales@bsvision.co.za
- 010 500 0909
- Quadrum Office Park, Constantia Kloof