BEE Advisory Services

As a verification agency, we limit our services to the verification function. We however conduct workshops to give companies a better understanding of the different elements of the codes. We are also prepared to visit companies on an individual basis to do a new codes presentation, at a minimal cost.

Below is an extraction of the services, as per the SANAS R47 document, that we are allowed to offer. Anything outside this scope need the services of a consultancy firm.

As per SANAS R47-02, Clause 5.4

‘Consultancy’ means the provision of any service that assists a measured entity to implement a BEE Strategy or any element of a BEE Strategy. This includes implementation in ownership, management control, employment equity, skills development, preferential procurement, enterprise development and corporate social investment. With reference to avoidance of conflicts of interest, the service would be considered to be consultancy if the company had provided specific solutions and assisted the measured entity to implement the proposed solutions. Examples of consultancy include, but are not limited to, the following:

  1. Coaching or facilitating the BEE process on behalf of the measured entity towards the development and implementation of activities leading to BEE compliance.
  2. Preparing or producing manuals, handbooks or procedures.
  3. Participating in the decision-making process regarding the management system.
  4. Giving specific advice on the development and implementation of the management system for eventual verification.

NOTE: The management system covers all aspects of such a system, including financial aspects.

Verification Agencies may carry out the following duties without them being considered as consultancies or necessarily creating a conflict of interests:

  1. Verification, including information meetings, planning meetings, examination of documents and follow-up of non-conformities.
  2. arranging training and participating as a trainer – this is not considered to be consultancy work provided that, where training relates to the BEE process, it shall be confined to providing generic information and advice that is freely available in the public domain, i.e. the trainer should not provide specific solutions; giving guidelines to the measured entity as to what they need to comply with is not considered consultancy.
  3. Making available or publishing on request information on the basis of the Verification
  4. Agency’s interpretation of the requirements of the Verification Standard.
  5. activities prior to verification aimed solely at determining readiness for verification; however, such activities should not result in the provision of recommendations or advice that would contravene the above examples of consultancy and the Verification Agency should be able to confirm that such activities do not contravene these provisions and that they are not used to justify a reduction in the eventual duration of the verification process.
  6. Adding value during verification visits, e.g. by identifying opportunities for improvement, as they become evident during the verification, without recommending specific solutions.