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Indexable
ownership:
generic: &ownership_config # 2.1
voting_rights:
# 2.1.1
black_people:
total: 100
points: 5.5
actual: adjusted_exercisable_voting_rights_of_black_people
amount_type: percentage
description: Exercisable voting rights of black people
actual_description: Voting rights of black people
total_description: Total voting rights
target:
2017: 0.325
2022: 0.35
# 2.1.2
black_females:
total: 100
points: 2
actual: adjusted_exercisable_voting_rights_of_black_females
amount_type: percentage
description: Exercisable voting rights of black females
actual_description: Voting rights of black females
total_description: Total voting rights
target:
2017: 0.1
2022: 0.14
# 2.2
economic_interest:
# 2.2.1
black_people:
total: 100
points: 5.5
actual: adjusted_economic_interest_of_black_people
amount_type: percentage
description: Economic interest of black people
actual_description: Economic interest of black people
total_description: Total economic interest
target:
2017: 0.325
2022: 0.35
# 2.2.2
black_females:
total: 100
points: 2
actual: adjusted_economic_interest_of_black_females
amount_type: percentage
description: Economic interest of black females
actual_description: Economic interest of black females
total_description: Total economic interest
target:
2017: 0.1
2022: 0.14
# 2.2.3
black_designated_groups_and_black_participants_in_ownership_schemes:
total: 100
points: 3
actual: economic_interest_of_black_designated_groups_and_black_participants_in_ownership_schemes
amount_type: percentage
description: Economic interest of black designated groups or participants in ownership schemes
actual_description: Economic interest of black groups & schemes
total_description: Total economic interest
target:
2017: 0.05
2022: 0.06
# 2.2.4
black_new_entrants:
total: 100
points: 5
actual: economic_interest_of_black_new_entrants
amount_type: percentage
description: Economic interest of black new entrants
actual_description: Economic interest of black new entrants
total_description: Total economic interest
target: 0.06
# 2.3
realisation_points:
# 2.3.1
net_value:
total: 1
points: 4
actual: net_value
amount_type: number
target: 1.0
description: Net value
# 2.4
bonus_points:
# 2.4.1
exercisable_voting_rights_of_black_people_exceeds_50%:
total: 1
points: 1
actual: exercisable_voting_rights_of_black_people_exceeds_50p
target: 1
description: Exercisable voting rights of black people exceeding 50%
actual_description: Exercisable voting rights of black people exceeding 50%
total_description: Total voting rights
minimum: 0.5
bonus: true
amount_type: yes_no
# 2.4.2
exercisable_voting_rights_of_black_people_exceeds_75%:
total: 1
points: 2
actual: exercisable_voting_rights_of_black_people_exceeds_75p
target: 1
description: Exercisable voting rights of black people exceeding 75%
actual_description: Exercisable voting rights of black people exceeding 75%
total_description: Total voting rights
minimum: 0.75
bonus: true
amount_type: yes_no
# 2.4.3
exercisable_voting_rights_of_black_females_exceeds_50%:
total: 1
points: 1
actual: exercisable_voting_rights_of_black_females_exceeds_50p
target: 1
description: Exercisable voting rights of black females exceeding 50%
actual_description: Exercisable voting rights of black females exceeding 50%
total_description: Total voting rights
minimum: 0.5
bonus: true
amount_type: yes_no
other_executive_management:
# 2.2.1
black_executive_management:
total: total_number_of_executive_managers
points: 2
actual: number_of_black_executive_managers
description: Black other executive management
actual_description: Black other executive managers
total_description: Total other executive managers
target: 0.6
modifiers:
- points: 6
conditions:
distinguish_between_executive_and_senior_management?: false
qse:
voting_rights: # 1
black_people: # 1.1
total: 100
points: 5.5
actual: exercisable_voting_rights_of_black_people
amount_type: percentage
description: Exercisable voting rights of black people
actual_description: Voting rights of black people
total_description: Total voting rights
target:
2017: 0.25
2022: 0.3 # NOTE: Confirm with Mike.
black_females: # 1.2
total: 100
points: 2
actual: exercisable_voting_rights_of_black_females
amount_type: percentage
target: 0.1
description: Exercisable voting rights of black females
actual_description: Voting rights of black females
total_description: Total voting rights
economic_interest: # 1
black_people: # 1.3
total: 100
points: 5.5
actual: economic_interest_of_black_people
amount_type: percentage
description: Economic interest of black people
actual_description: Economic interest of black people
total_description: Total economic interest
target:
2017: 0.25
2022: 0.3
black_females: # 1.4
total: 100
points: 2
actual: economic_interest_of_black_females
amount_type: percentage
target: 0.1
description: Economic interest of black females
actual_description: Economic interest of black females
total_description: Total economic interest
black_new_entrants_and_black_designated_groups: # 1.5
total: 100
points: 7
actual: economic_interest_of_black_new_entrants_and_black_designated_groups
amount_type: percentage
target: 0.05
description: Economic Interest of black new entrants and black designated groups
actual_description: Percentage economic interest of black new entrants and black designated groups
total_description: Total economic interest
realisation_points: # 1
net_value: # 1.6
total: 1
points: 5
target: 1.0
actual: net_value
amount_type: number
description: Net value
exercisable_voting_rights_bonus_points: # 1
exercisable_voting_rights_of_black_people: # 1.7
total: 1
points: 1.5
actual: exercisable_voting_rights_of_black_people_exceeds_40perc?
target: 1
bonus: true
amount_type: yes_no
description: Exercisable voting rights & economic interest of black people exceeding 40%
actual_description: Exercisable voting rights & economic interest of black people exceeding 40%
total_description: Total voting rights
exercisable_voting_rights_of_black_females: # 1.8
total: 1
points: 1.5
actual: exercisable_voting_rights_of_black_females_exceeds_12_5_perc?
target: 1
bonus: true
amount_type: yes_no
description: Exercisable voting rights & economic interest of black women exceeding 12.5%
actual_description: Exercisable voting rights & economic interest of black women exceeding 12.5%
total_description: Total voting rights
bravo_management:
generic: &management_config # 2.1
board_participation:
# 2.1.1
voting_rights_of_black_people:
total: 100
points: 2.5
actual: voting_rights_of_black_people
amount_type: percentage
target: 0.5
description: Exercisable voting rights of black board members
actual_description: Voting rights of black board members
total_description: Total voting rights
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- voting_rights_of_black_males
- voting_rights_of_black_females
# 2.1.2
voting_rights_of_black_females:
total: 100
points: 1
actual: voting_rights_of_black_females
amount_type: percentage
target: 0.2
description: Exercisable voting rights of black female board members
actual_description: Voting rights of black female board members
total_description: Total voting rights
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- voting_rights_of_black_females
# 2.1.3
black_executive_directors:
total: number_of_executive_directors
points: 2.5
actual: number_of_black_executive_directors
amount_type: number
description: Black executive directors
actual_description: Black executive directors
total_description: Total executive directors
target: 0.5
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_executive_directors
- number_of_black_male_executive_directors
- number_of_black_female_executive_directors
# 2.1.4
black_female_executive_directors:
total: number_of_executive_directors
points: 1
actual: number_of_black_female_executive_directors
amount_type: number
target: 0.2
description: Black females executive directors
actual_description: Black female executive directors
total_description: Total executive directors
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_executive_directors
- number_of_black_female_executive_directors
board_participation_bonus_points:
# 2.1.5
exceeding_target_for_black_executive_directors:
total: number_of_executive_directors
points: 1
actual: number_of_black_executive_directors
amount_type: number
description: Exceeding target for black executive directors
actual_description: Black executive directors
total_description: Total executive directors
target: 0.5
bonus: true
tiers:
- up_to: 50.000001
points: 0
- up_to: 999
points: 1
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_executive_directors
- number_of_black_male_executive_directors
- number_of_black_female_executive_directors
# 2.1.6
exceeding_target_for_black_female_executive_directors:
total: number_of_executive_directors
points: 1
actual: number_of_black_female_executive_directors
amount_type: number
description: Exceeding target for black female executive directors
actual_description: Black female executive directors
total_description: Total executive directors
target: 0.2
bonus: true
tiers:
- up_to: 20.000001
points: 0
- up_to: 999
points: 1
consolidation_setting_field: board_participation_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_executive_directors
- number_of_black_female_executive_directors
# 2.2
other_executive_management:
conditional: other_executive_management?
# 2.2.1
black_executive_management:
total: total_number_of_executive_managers_with_directors
points: 5
actual: total_number_of_black_executive_managers_with_directors
amount_type: number
target: 0.5
description: Black executive management (incl. Directors)
actual_description: Black executive managers (incl. Directors)
total_description: Total executive managers (incl. Directors)
# 2.2.2
black_female_other_executive_management:
total: total_number_of_executive_managers
points: 1
actual: number_of_black_female_executive_managers
amount_type: number
description: Black female other executive management
target: 0.3
actual_description: Black female other executive managers
total_description: Total other executive managers
modifiers:
- points: 2
conditions:
distinguish_between_executive_and_senior_management?: false
consolidation_setting_field: other_executive_management_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_number_of_executive_managers
- number_of_black_male_executive_managers
- number_of_black_female_executive_managers
- number_of_african_executive_managers
# 2.3
senior_management:
conditional: distinguish_between_executive_and_senior_management_and_has_strictly_senior_management?
# 2.3.1
black_senior_management:
total: total_number_of_senior_managers
points: 2
amount_type: number
target: 0.6
description: Black employees in senior management
total_description: Total senior managers
sub_indicators:
african_males:
actual: number_of_african_male_senior_managers
weight_by: effective_african_males_eap
description: African males
african_females:
actual: number_of_african_female_senior_managers
weight_by: effective_african_females_eap
description: African females
indian_males:
actual: number_of_indian_male_senior_managers
weight_by: effective_indian_males_eap
description: Indian males
indian_females:
actual: number_of_indian_female_senior_managers
weight_by: effective_indian_females_eap
description: Indian females
coloured_males:
actual: number_of_coloured_male_senior_managers
weight_by: effective_coloured_males_eap
description: Coloured males
coloured_females:
actual: number_of_coloured_female_senior_managers
weight_by: effective_coloured_females_eap
description: Coloured females
consolidation_setting_field: bravo_management_source
consolidated_fields:
- strategy: Consolidation::Strategy::BravoSeniorManagers
fields:
- number_of_african_male_senior_managers
- number_of_african_female_senior_managers
- number_of_coloured_male_senior_managers
- number_of_coloured_female_senior_managers
- number_of_indian_male_senior_managers
- number_of_indian_female_senior_managers
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_african_male_senior_managers
- number_of_african_female_senior_managers
- number_of_coloured_male_senior_managers
- number_of_coloured_female_senior_managers
- number_of_indian_male_senior_managers
- number_of_indian_female_senior_managers
# 2.3.2
black_female_senior_management:
total: total_number_of_senior_managers
points: 1
amount_type: number
target: 0.3
description: Black female employees in senior management
total_description: Total senior managers
sub_indicators:
african_females:
actual: number_of_african_female_senior_managers
weight_by: effective_female_only_african_females_eap
description: African females
indian_females:
actual: number_of_indian_female_senior_managers
weight_by: effective_female_only_indian_females_eap
description: Indian females
coloured_females:
actual: number_of_coloured_female_senior_managers
weight_by: effective_female_only_coloured_females_eap
description: Coloured females
consolidation_setting_field: bravo_management_source
consolidated_fields:
- strategy: Consolidation::Strategy::BravoSeniorManagers
fields:
- number_of_african_female_senior_managers
- number_of_coloured_female_senior_managers
- number_of_indian_female_senior_managers
- strategy: Consolidation::Strategy::Sum
fields:
- number_of_african_female_senior_managers
- number_of_coloured_female_senior_managers
- number_of_indian_female_senior_managers
# 2.4
middle_management:
# 2.4.1
black_middle_management:
total: total_number_of_middle_managers
points: 1.5
amount_type: number
target: 0.75
description: Black employees in middle management
total_description: Total middle managers
sub_indicators:
african_males:
actual: number_of_african_male_middle_managers
weight_by: effective_african_males_eap
description: African males
african_females:
actual: number_of_african_female_middle_managers
weight_by: effective_african_females_eap
description: African females
indian_males:
actual: number_of_indian_male_middle_managers
weight_by: effective_indian_males_eap
description: Indian males
indian_females:
actual: number_of_indian_female_middle_managers
weight_by: effective_indian_females_eap
description: Indian females
coloured_males:
actual: number_of_coloured_male_middle_managers
weight_by: effective_coloured_males_eap
description: Coloured males
coloured_females:
actual: number_of_coloured_female_middle_managers
weight_by: effective_coloured_females_eap
description: Coloured females
# 2.4.2
black_female_middle_management:
total: total_number_of_middle_managers
points: 1
amount_type: number
target: 0.3
description: Black female employees in middle management
total_description: Total middle managers
sub_indicators:
african_females:
actual: number_of_african_female_middle_managers
weight_by: effective_female_only_african_females_eap
description: African females
indian_females:
actual: number_of_indian_female_middle_managers
weight_by: effective_female_only_indian_females_eap
description: Indian females
coloured_females:
actual: number_of_coloured_female_middle_managers
weight_by: effective_female_only_coloured_females_eap
description: Coloured females
# 2.6
employees_with_disabilities:
# 2.6.1
black_disabled_employees:
total: total_number_of_office_based_employees
points: 0.5
actual: number_of_black_disabled_employees
amount_type: number
target: 0.02
description: Black employees with disabilities
total_description: Total office-based employees
actual_description: Black employees with disabilities
consolidation_setting_field: bravo_management_source
consolidated_fields:
- strategy: Consolidation::Strategy::TotalAndDisabledEmployees
fields:
- total_number_of_office_based_employees
- number_of_black_disabled_employees
- strategy: Consolidation::Strategy::Sum
fields:
- total_number_of_black_office_based_employees
- number_of_black_disabled_employees
# 2.7
black_professionals:
# 2.7.1
black_professionally_registered_employees:
total: total_number_of_professionally_registered_employees
points: 2
actual: number_of_professionally_registered_black_employees
amount_type: number
target: 0.5
description: Black professionally registered employees
total_description: Total professionally registered employees
actual_description: Black professionally registered employees
# 2.8
bonus_points:
# 2.8.1
black_youth_employees:
total: total_number_of_employees
points: 2
amount_type: number
target: 0.3
description: Black youth as a percentage of all employees
total_description: Total employees
actual_description: Black youth employees (adjusted for gender)
bonus: true
actual:
male: number_of_employees_that_are_black_male_youth
female: number_of_employees_that_are_black_female_youth
arg_divisor: 1.3
qse: # &management_config # NOTE: <- is this needed for QSE?
executive_management:
black_executive_management: # 2.1
total: total_number_of_executive_managers_with_directors
points: 5
actual: total_number_of_black_executive_managers_with_directors
amount_type: number
target: 0.5
description: Black executive management (incl. Directors)
actual_description: Black executive managers (incl. Directors)
total_description: Total executive managers (incl. Directors)
black_female_executive_management: # 2.2
total: total_number_of_executive_managers_with_directors
points: 2
actual: total_number_of_black_female_executive_managers_with_directors
amount_type: number
target: 0.2
description: Black female executive management (incl. Directors)
actual_description: Black female executive managers (incl. Directors)
total_description: Total executive managers (incl. Directors)
senior_and_middle_management:
black_senior_and_middle_management: # 2.3
total: total_number_of_senior_and_middle_managers
points: 6
actual: number_of_black_senior_and_middle_managers
amount_type: number
target: 0.2
description: Black senior and middle management
actual_description: Black senior and middle managers
total_description: Total senior and middle managers
black_female_senior_and_middle_management: # 2.4
total: total_number_of_senior_and_middle_managers
points: 2
actual: number_of_black_female_senior_and_middle_managers
amount_type: number
target: 0.1
description: Black female senior and middle management
actual_description: Black female senior and middle managers
total_description: Total senior and middle managers
junior_management:
black_junior_management: # 2.5
total: total_number_of_junior_managers
points: 4
actual: number_of_black_junior_managers
amount_type: number
target: 0.4
description: Black junior management
actual_description: Black junior managers
total_description: Total junior managers
black_female_junior_management: # 2.6
total: total_number_of_junior_managers
points: 1
actual: number_of_black_female_junior_managers
amount_type: number
target: 0.2
description: Black junior management
actual_description: Black female junior managers
total_description: Total junior managers
bravo_skills_development:
generic: &skills_development_config # 2.1.1
expenditure:
# 2.1.1.1
expenditure_on_black_employees:
total: leviable_amount
points: 7
actual: total_expenditure_on_black_people
amount_type: currency
description: Skills development expenditure on black individuals
total_description: Leviable amount
actual_description: Skills spend on black individuals
target:
2017: 0.02
2021: 0.025
2023: 0.03
# 2.1.2
training_and_development_programmes:
# 2.1.2.1
expenditure_on_african_people:
total: expenditure_on_black_people_target_amount
points: 2
amount_type: currency
target: african_eap
description: Skills development expenditure on African individuals
total_description: Total skills spend on black people
actual_description: Spend on training African people (adjusted for gender)
cap:
percentage: 0.35
female: spend_on_training_african_females_in_cat_f_to_g
male: spend_on_training_african_males_in_cat_f_to_g
actual:
male: spend_on_african_males_training_with_other_costs
female: spend_on_african_females_training_with_other_costs
arg_divisor: 1.3
modifiers:
- conditions:
use_skills_dev_capping?: true
actual:
method: use-construction-capping
male: spend_on_african_males_and_females_training_with_other_costs
female: spend_on_african_females_training_with_other_costs
arg_divisor: 1.3
# 2.1.2.2
expenditure_on_black_senior_and_executive_managers:
total: expenditure_on_black_people_target_amount
points: 3
amount_type: currency
target: 0.15
description: Skills development expenditure on black executive, senior and middle managers
total_description: Total skills spend on black people
actual_description: Spend on training black executive, senior and middle managers (adjusted for gender)
cap:
percentage: 0.35
male: spend_black_male_senior_and_executive_and_middle_managers_in_cat_f_to_g
female: spend_black_female_senior_and_executive_and_middle_managers_in_cat_f_to_g
actual:
male: spend_black_male_senior_and_executive_and_middle_managers_with_other_costs
female: spend_black_female_senior_and_executive_and_middle_managers_with_other_costs
arg_divisor: 1.3
modifiers:
- points: 4
conditions:
no_junior_management?: true
- actual:
method: use-construction-capping
male: spend_black_male_and_female_se_and_middle_managers_with_other_costs
female: spend_black_female_senior_and_executive_and_middle_managers_with_other_costs
arg_divisor: 1.3
conditions:
use_skills_dev_capping?: true
# 2.1.2.3
expenditure_on_black_junior_managers:
conditional: junior_management?
total: expenditure_on_black_people_target_amount
points: 1
amount_type: currency
target: 0.1
description: Skills development expenditure on junior managers
total_description: Total skills spend on black people
actual_description: Spend on training black junior managers (adjusted for gender)
cap:
percentage: 0.35
male: spend_black_male_junior_managers_in_cat_f_to_g
female: spend_black_female_junior_managers_in_cat_f_to_g
actual:
male: spend_black_male_junior_managers_with_other_costs
female: spend_black_female_junior_managers_with_other_costs
arg_divisor: 1.3
modifiers:
- conditions:
use_skills_dev_capping?: true
actual:
method: use-construction-capping
male: spend_black_male_and_female_junior_managers_with_other_costs
female: spend_black_female_junior_managers_with_other_costs
arg_divisor: 1.3
# 2.1.2.4
bursaries_and_scholarships:
total: expenditure_on_black_people_target_amount
points: 4
amount_type: currency
target: 0.15
description: Skills development expenditure on bursaries and scholarships for black people
total_description: Total skills spend on black people
actual_description: Spend on bursaries for black people (adjusted for gender)
actual:
male: spend_on_black_male_bursaries_and_scholarships
female: spend_on_black_female_bursaries_and_scholarships
arg_divisor: 1.3
modifiers:
- conditions:
use_skills_dev_capping?: true
actual:
method: use-construction-capping
male: spend_on_black_male_and_female_bursaries_and_scholarships
female: spend_on_black_female_bursaries_and_scholarships_with_capping
arg_divisor: 1.3
# 2.1.3.1
black_people_in_learnerships:
total: total_employees
points: 4
actual: number_of_black_employees_in_contracted_training
amount_type: number
target: 0.025
description: Number of black people participating in learnerships or category A, B, C and D programmes
total_description: Total employees
actual_description: Number of black employees in learnerships or A, B, C, D programmes
# 2.1.3.2
black_employees_registered_as_candidates:
total: total_number_of_employees_registered_as_candidates
points: 4
actual: number_of_black_employees_registered_as_candidates
amount_type: number
target: 0.6
description: Number of black employees registered as candidates with industry professional bodies during the measurement period
total_description: Total employees registered as candidates
actual_description: Number of black employees registered as candidates during measurement period
# 2.1.3.3
black_disabled_people_in_learnerships:
total: total_number_of_black_office_based_people_in_learnerships
points: 1
actual: number_of_disabled_black_people_in_learnerships
amount_type: number
target: 0.05
description: Number of black disabled people in Category A, B, C or D training programs
total_description: Total black office-based people in A, B, C or D training programs
actual_description: Number of black disabled people in category A, B, C or D training programs
# 2.1.4
mentorship:
# 2.1.4.1
implementation_of_mentorship_programme:
total: 1
points: 3
target: 1
amount_type: yes_no
actual: implemented_mentorship_and_over_black_mentees_limit?
description: Implementation of an approved and verified mentorship programme
# 2.1.5
bonus_points:
# 2.1.5.1
black_people_absorbed_after_learnerships:
total: total_unemployed_black_training_completed
points: 1
actual: total_unemployed_black_participants_absorbed
amount_type: number
target: 1
description: Absorption of black people after learnerships, apprenticeships or internships
actual_description: Total black unemployed people absorbed after training
total_description: Total black unemployed people that completed training
bonus: true
# 2.1.5.2
black_employees_registered_as_professionals:
total: total_number_of_employees_registered_during_measurement_period
points: 4
actual: number_of_black_employees_registered_during_measurement_period
amount_type: number
target: 0.6
description: Black employees registered as professionals with industry professional bodies during the measurement period
actual_description: Black employees registered during the measurement period
total_description: Number of employees registered during the measurement period
bonus: true
qse: # &skills_development_config # NOTE: Is this needed?
expenditure:
expenditure_on_black_employees: # 3.1
total: leviable_amount
points: 14
actual: total_expenditure_on_black_people
amount_type: currency
target: 0.015
description: Skills Development Expenditure on black individuals
total_description: Leviable amount
actual_description: Skills expenditure on black people after capping
expenditure_on_black_management: # 3.2 # NOTE: This seems like it should be in expenditure, but I'm trying to keep the structure as close to Generic's as possible.
total: expenditure_on_black_people_target_amount
target: 0.25
points: 7
actual: skills_expenditure_on_black_management_with_other_costs
amount_type: currency
description: Skills Development Expenditure on black management
total_description: Skills Development Expenditure of the Measured Entity on Black people.
actual_description: Skills Expenditure on black management after capping
expenditure_on_black_disabled_employees: # 3.3
total: expenditure_on_black_people_target_amount
target: 0.03
points: 3
actual: skills_expenditure_on_black_disabled_people
amount_type: currency
description: Skills Development Expenditure on black disabled people
total_description: Skills Expenditure of the Measured Entity on black people
actual_description: Skills Expenditure on black disabled people after capping
cap:
percentage: 0.35
amount: spend_on_training_black_disabled_employees_in_cat_f_to_g
bonus_points:
black_people_absorbed_after_learnerships: # 3.4
total: total_unemployed_black_training_completed
actual: total_unemployed_black_participants_absorbed
target: 1
points: 1
bonus: true
amount_type: number
description: Number of black people absorbed by the measured entity and industry at the end of the learning programme
total_description: Total number of unemployed Learnerships, Apprenticeships and Internships that completed during the measurement period
actual_description: Number of black unemployed Learnerships, Apprenticeships and Internships absorbed by the company or the industry
black_employees_registered_as_candidates_or_professionals: # 3.4 (also)
total: total_number_of_employees_registered_as_candidates_or_professionals
target: 0.5
points: 1
actual: black_employees_registered_as_candidates_or_professionals
amount_type: number
bonus: true
description: Number of black employees registered as a candidate or professional with industry professional registration body
total_description: Total number of employees registered as a candidate or professional with industry professional registration body
actual_description: Number of black employees registered as a candidate or professional with industry professional registration body
enterprise_and_supplier_development:
generic: &enterprise_and_supplier_development_config # 2.1
preferential_procurement:
# 2.1.1
empowered:
total: total_measured_procurement_spend
points: 6
actual: esd_spend
amount_type: currency
target: 0.8
description: Spend on empowering suppliers based on B-BBEE recognition levels
actual_description: Spend on suppliers based on B-BBEE levels
total_description: Total measured procurement spend
short_description: Spend on empowering suppliers
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- esd_spend
# 2.1.2
exempted_enterprise:
total: total_measured_procurement_spend
points: 3
actual: eme_esd_spend
amount_type: currency
target: 0.2
description: Spend on EME suppliers based on BBBEE recognition levels
actual_description: Spend on EME's based on B-BBEE levels
total_description: Total measured procurement spend
short_description: Spend on EME suppliers
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- eme_esd_spend
# 2.1.3
small_enterprise:
total: total_measured_procurement_spend
points: 2
actual: qse_esd_spend
amount_type: currency
target: 0.1
description: Spend on QSE suppliers based on BBBEE recognition levels
actual_description: Spend on QSE's based on B-BBEE levels
total_description: Total measured procurement spend
short_description: Spend on QSE suppliers
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- qse_esd_spend
# 2.1.4
black_owned:
total: total_measured_procurement_spend
points: 4
actual: black_owned_esd_spend
target: 0.2
amount_type: currency
description: Spend on empowering suppliers with at least 51% black ownership or 51% black designated owned
actual_description: Spend on black owned suppliers based on B-BBEE levels
total_description: Total measured procurement spend
short_description: Spend on empowering suppliers with at least 51% black ownership
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- black_owned_esd_spend
# 2.1.5
black_female_owned_suppliers:
total: total_measured_procurement_spend
points: 3
actual: black_female_owned_35_percent_esd_spend
target: 0.12
amount_type: currency
description: Spend on empowering suppliers with at least 35% black female ownership based on BBBEE recognition levels
actual_description: Spend on black female owned suppliers based on B-BBEE levels
total_description: Total measured procurement spend
short_description: Spend on empowering suppliers with at least 35% black female ownership
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- black_female_owned_35_percent_esd_spend
preferential_procurement_bonus_points:
# 2.1.6
designated_black_owned:
total: total_measured_procurement_spend
points: 2
actual: designated_group_esd_spend
target: 0.2
amount_type: currency
description: Spend on designated group suppliers with at least 51% black ownership or 51% black designated owned
actual_description: Spend on designated group or black owned suppliers
total_description: Total measured procurement spend
short_description: Spend on designated group suppliers with at least 51% black ownership
bonus: true
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- designated_group_esd_spend
# 2.1.7
very_black_female_owned:
total: total_measured_procurement_spend
points: 1
actual: black_female_owned_51_percent_esd_spend
target: 0.08
amount_type: currency
description: Spend on empowering suppliers with at least 51% black female ownership
actual_description: Spend on empowering suppliers with 51% black female ownership
total_description: Total measured procurement spend
bonus: true
consolidation_setting_field: bravo_preferential_procurement_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_measured_procurement_spend
- black_female_owned_51_percent_esd_spend
# 2.2
supplier_development:
# 2.2.1
sd_esd_contributions:
total: 1
points: 4
actual: compliant_sd_programmes
amount_type: number
target: 0.05
description: Compliant Supplier and Contractor Development Programmes
consolidation_setting_field: supplier_development_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- compliant_sd_programmes
- number_of_qualifying_sd_beneficiaries
- qualifying_beneficiary_revenue
# 2.3.1
sd_contributions:
total: construction_sd_contribution_target
points: 4
actual: total_black_owned_qualifying_sd_contributions
target: 0.03
amount_type: currency
description: Annual value of all qualifying Supplier Development contributions
actual_description: Total SD contributions
total_description: Effective net profit after tax
modifiers:
- target: 0.5
conditions:
use_previous_years_target?: true
consolidation_setting_field: supplier_development_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_black_owned_qualifying_sd_contributions
# 2.3.2
black_female_sd_contributions:
total: total_black_owned_qualifying_sd_contributions
points: 1
actual: total_black_women_owned_qualifying_sd_contributions
target: 0.2
amount_type: currency
description: Annual value of all qualifying Supplier Development Contributions to 51% black women owned entities
actual_description: Total SD contributions to black female owned enterprises
total_description: Total SD contributions to black owned enterprises
consolidation_setting_field: supplier_development_source
consolidated_fields:
- strategy: Consolidation::Strategy::Sum
fields:
- total_black_owned_qualifying_sd_contributions
- total_black_women_owned_qualifying_sd_contributions
qse: #&enterprise_and_supplier_development_config # 4 # NOTE: Is this needed?
preferential_procurement: # 4
empowered: # 4.1
total: total_measured_procurement_spend
points: 13
target: 0.6
actual: esd_spend
amount_type: currency
description: B-BBEE spend on all Empowering Suppliers
short_description: Spend on empowering suppliers
total_description: Total Measured Procurement Spend
actual_description: B-BBEE Procurement spend on all Empowering Suppliers based on the applicable B-BBEE Procurement Recognition Levels
# NOTE: There's a bunch of modifiers at the bottom. Speak to Gary on how to implement.
black_owned_empowered_suppliers: # 4.2
total: total_measured_procurement_spend
points: 5
target: 0.175
actual: black_owned_esd_spend
amount_type: currency
description: B-BBEE spend on all 51% black owned Empowering Suppliers
short_description: Spend on 51% black owned suppliers
total_description: Total Measured Procurement Spend
actual_description: B-BBEE Procurement spend on all 51% black owned Empowering Suppliers based on the applicable B-BBEE Procurement Recognition Levels
black_female_owned_empowered_suppliers: # 4.3
total: total_measured_procurement_spend
points: 4
target: 0.075
actual: black_female_owned_35_percent_esd_spend
amount_type: currency
description: B-BBEE procurement spend from 35% black female owned suppliers
short_description: Spend on 35% black female owned suppliers
total_description: Total Measured Procurement Spend
actual_description: B-BBEE Procurement spend on 35% black female owned Suppliers based on the applicable B-BBEE Procurement Recognition Levels
supplier_development:
sd_esd_contributions: # 4.4
total: construction_sd_contribution_target
points: 7
target: 0.01
actual: total_black_owned_qualifying_sd_contributions
amount_type: currency
description: Annual value of all Supplier Development Contributions
total_description: Effective net profit after tax
actual_description: Annual value of Supplier Development Contributions
modifiers:
- target: 0.5
conditions:
use_previous_years_target?: true
socioeconomic_development:
generic: &socioeconomic_development_config # 2.4.1
contributions:
total: construction_sed_contribution_target
points: 4
actual: effective_contributions
amount_type: currency
target: 0.0125
description: Average annual value of socioeconomic development contributions
actual_description: Effective SED contributions
total_description: Effective net profit after tax
modifiers:
- target: 0.5
conditions:
use_previous_years_target?: true
# 2.4.2
contributions_to_disadvantaged_communities:
total: sed_contribution_target_amount
points: 1
actual: disadvantaged_amount
amount_type: currency
target: 0.3
description: Annual socioeconomic contributions to disadvantaged communities
actual_description: Annual SED contributions to disadvantaged communities
total_description: Effective SED contributions
bonus_points:
# 2.4.3
structured_sed_project_contributions:
total: effective_npat
points: 1
amount_type: currency
actual: structured_project_amount
target: 0.0125
bonus: true
description: Contributions towards structured SED projects
actual_description: Contributions towards structured SED projects
total_description: Effective net profit after tax
qse: # &socioeconomic_development_config # 5 # NOTE: Is this needed?
contributions: # 5.1
total: construction_sed_contribution_target
points: 3
target: 0.01
actual: effective_contributions
amount_type: currency
description: Annual value of all Socio-Economic Development Contributions
total_description: Effective net profit after tax
actual_description: Annual value of Socio-Economic Development Contributions
modifiers:
- target: 0.5
conditions:
use_previous_years_target?: true
bonus_points:
contributions_to_disadvantaged_communities:
total: sed_contribution_target_amount
points: 2
actual: disadvantaged_amount
amount_type: currency
target: 0.5
bonus: true
description: Annual SocioEconomic contributions to communities with limited services
actual_description: Annual SED contributions to communities with limited services
total_description: Effective SED Contributions
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