BEE Fundamentals

The programme

Programme overview

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.

Who should attend

Who is this programme for?

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

Learning outcomes

What you will learn

• 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

Explore the programme

Detailed programme outline

Amended B-BBEE Codes of Good Practice — Training Outline

• Direct ownership, and the flow-through principle
• The modified flow-through principle
• Employee Share Ownership Plans (ESOPs)
• Equity equivalent programmes
• Allocation of occupational levels across the measured entity
• The impact of the Economically Active Population (EAP) target
• 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
• 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
• 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
• Qualifying beneficiary criteria specific to socio-economic development: black people who are not necessarily suppliers or enterprises, including broader community beneficiaries
• Interpretational issues in the B-BBEE industry
• Supporting documentation required to recognise claims under the B-BBEE scorecard

Learning approach

How you will learn

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.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.