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Office Administration and Secretarial Masterclass

BEE Fundamentals

Understanding the Amended B-BBEE Codes: Ownership, Management Control, Skills Development, Procurement, Enterprise/Supplier Development, and Socio-Economic Development

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Platform:
Online
In-class
Date Venue Duration
22 October 2026 Live/Online 1 Day
17 November 2026 Live/Online 1 Day
14 January 2027 Live/Online 1 Day
24 March 2027 Live/Online 1 Day
30 April 2027 Live/Online 1 Day

Course Objectives

Who should attend?

Course Outline

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Course Introduction

BEE Fundamentals introduces all the elements of the Amended B-BBEE Codes of Good Practice, focusing on the following key course outcomes: 

  • Simplifying the guidelines for the YES initiative, Ownership, Management Control, Skills Development, Enterprise and Supplier Development, and Socio-Economic Development elements of the Amended B-BBEE Codes of Good Practice 
  • Providing reference points for how each element’s scorecard calculation works (this basic course does not walk through full calculations against specific Measurement Criteria) 
  • Explaining common interpretational issues in the B-BBEE industry 

This workshop simplifies the B-BBEE Codes of Good Practice through an accessible presentation that promotes questions and discussion. It also covers many of the interpretive issues faced in real-world implementation, along with practical ways to work through them. 

Course Objectives

After attending this BEE Fundamentals course, delegates will be able to:
  • Understand the basics of B-BBEE
  • Develop and implement B-BBEE strategies
  • Identify role-players and the responsibilities of each element champion
  • Implement recommendations and identify quick, win-win opportunities
  • Prepare for a B-BBEE verification audit
  • Apply monitoring and evaluation strategies

Who should attend?

This workshop is a must for anyone newly tasked with the implementation or management of B-BBEE in their business, or those seeking a better understanding of the current B-BBEE Codes of Good Practice

  • Anyone Newly Tasked with the Implementation or Management of B-BBEE in Their Business
  • Those Seeking a Better Understanding of the Current B-BBEE Codes of Good Practice
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Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Amended B-BBEE Codes of Good Practice — Training Outline

1. Ownership
  • Direct ownership, and the flow-through principle
  • The modified flow-through principle
  • Employee Share Ownership Plans (ESOPs)
  • Equity equivalent programmes
2. Management Control (Including Employment Equity)
  • Allocation of occupational levels across the measured entity
  • The impact of the Economically Active Population (EAP) target
3. Skills Development
  • What constitutes Skills Development Expenditure
  • The Skills Development Learning Programme Matrix (Category A to G programmes)
  • The impact of the EAP target, and youth development learning options, including alignment with the YES (Youth Employment Service) initiative
  • The 15% limitation on Skills Development Expenditure for Category F & G (informal learning programmes) and related training costs
4. Preferential Procurement
  • What constitutes Recognised Supplier Expenditure
  • What constitutes a valid B-BBEE certificate or affidavit
  • Calculating Total Measured Procurement Spend
  • The Import Substitution Plan, and Empowering Supplier criteria
  • The proposed 2026 amendments to preferential procurement scoring, including a proposed 40% minimum target below which a firm's B-BBEE rating would be automatically downgraded
5. Enterprise and Supplier Development
  • Qualifying beneficiary criteria specific to enterprise and supplier development: black-owned and black women-owned suppliers and enterprises
  • What constitutes a recognisable contribution under this element
  • The impact of the Benefit Factor Matrix
  • The proposed Transformation Fund: a pooled, state-backed alternative to individual ESD contributions, targeting R20 billion in initial capitalisation
6. Socio-Economic Development
  • Qualifying beneficiary criteria specific to socio-economic development: black people who are not necessarily suppliers or enterprises, including broader community beneficiaries
  • What constitutes a recognisable contribution under this element
  • The impact of the Benefit Factor Matrix
Interpretation and Documentation
  • Interpretational issues in the B-BBEE industry
  • Supporting documentation required to recognise claims under the B-BBEE scorecard

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FAQs – BEE Fundamentals

Master B-BBEE scorecard elements, ownership structures, skills development, and procurement compliance. This B-BBEE fundamentals course equips professionals to drive transformation and ensure regulatory alignment.

What topics are covered in the BEE Fundamentals course?
The course covers the B-BBEE legal framework, elements of the B-BBEE Scorecard (Ownership, Management Control, Skills Development, Enterprise & Supplier Development, and Socio-Economic Development), scorecard calculation methodologies, verification readiness, and compliance strategy.
Who should attend the BEE Fundamentals training course?
This training is ideal for B-BBEE champions, HR professionals, procurement managers, transformation managers, compliance officers, finance managers, and business owners responsible for implementing or managing B-BBEE policies and verification processes.
What are the primary learning objectives of this BEE course?
Delegates learn to interpret B-BBEE Codes of Good Practice, calculate scorecard points accurately, structure preferred procurement strategies, align skills development spending with targets, and prepare seamless audit files for verification agencies.
How long is the BEE Fundamentals course?
The programme is structured as an intensive 5-day practical masterclass featuring scorecard computation exercises, legislative updates, and step-by-step verification workshop modules.
What practical skills will delegates gain from this masterclass?
Participants will gain practical skills in calculating B-BBEE scorecard levels, compiling evidence portfolios, optimizing ESD (Enterprise and Supplier Development) spend, conducting supplier BEE status audits, and designing sustainable transformation strategies.
Can Prospen Africa deliver this course as customized in-house training?
Yes. Prospen Africa can customize the course to focus on your specific Sector Charter (e.g., ICT, Construction, Financial Services), target B-BBEE levels, internal HR structures, and procurement spend profile.

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