Post on 23-Jul-2018
SCOPE OF PROPERTY SECTOR
CODE
– Residential Property Industry Houses
Community schemes – Flats, Clusters, Town Houses etc
Zoned land
– Commercial Property Industry Office Property Industry
Industrial Property industry
Retail Property Industry
Leisure Property Industry
Zoned land
Property Sector Code - Scope
– Property Services Property Ownership
Property Letting
Property Management
Property Sales
Property Valuation
Property Sector Code - Scope
– Clause 5.3.1 If you own property merely for the execution of
your primary business – Not included in the scope
If you lease/rent any portion of that property – you are included in the scope (income generation)
Focus of application
DEVIATIONS
PROPERTY SECTOR CODE
– Property Sector deviations Weighting our of 107
Ownership
New code: Economic Development
Property Complex Structures
QSE Threshold (code 800)
– Use COGP as base document Where PSC is silence – COGB applies
GAZETTING UNDER SECTION 9
SECTOR CHARTER
PSCC & COGP
ELEMENT PROPERTY
SECTOR CODE
CODES OF
GOOD
PRACTICE
Ownership 20 points 20 points
Management control 10 points 10 points
Employment Equity 15 points 15 points
Skills Development 15 points 15 points
Preferential Procurement 20 points 20 points
Enterprise Development 10 points 15 points
Socio-Economic Development 2 points 5 points
Economic Development 15 points
TOTAL 107 100
PSCC & COGP
ELEMENT PROPERTY
SECTOR CODE
CODES OF
GOOD
PRACTICE
Ownership 20 points 20 points
Management control 10 points 10 points
Employment Equity 15 points 15 points
Skills Development 15 points 15 points
Preferential Procurement 20 points 20 points
Enterprise Development 10 points 15 points
Socio-Economic Development 2 points 5 points
Economic Development 15 points
TOTAL 107 100
-5 Points
-3 Points
+15 Points
PSCC & COGP: Code 800
ELEMENT CODES OF GOOD
PRACTICE
QSE
PROPERTY SECTOR
CODE
QSE
Companies
(Big Companies)
Revenue
exceeding R35M
Revenue
exceeding R35M
Qualifying Small
Enterprise (QSE)
Turnover
R5M-R35M
Estate Agents/Brokers
Turnover/Rev R2.5-R35M
Services Based
R5M-R35M
Asset Based
Net Assets R30M-R280M
Micro Enterprises
(EME)
Turnover
R5M and below
Turnover
R5M and below/R2.5M-R5M
QSE Threshold
QSE enterprises…
whichever is higher
ASSET BASED SERVICE BASED ESTATE
AGENTS/
BROKERS
NET ASSETS R30M-R280M
GROSS INCOME OR
TURNOVER
R5M-R35M R2.5M-R35M
Purpose 2 types of companies
– Property owning companies
– All other companies
All other companies
– Follow the ownership as per the COGP
Property owning Companies
– Have a defined ownership codes with deviations
from COGP
OWNERSHIP – Code 100
CATEGORY OWNERSHIP INDICATOR WEIGHTING
POINTS
PROPERTY
OWNING COMP.
Voting Rights
Exercisable Voting Rights in the Enterprise in the
hands of black people
3 25% +1 vote
Excercisable Voting Rights in the Enterprise in the
hands of black women
2 10%
Economic interest
Economic Interest of black people in the Enterprise 4 25%
Economic Interest of black women in the Enterprise 2 10%
Economic interest of the following black natural
people in the enterprise:
1. black designated groups;
2. black Participants in Employee
Ownership Schemes;
3. black beneficiaries of Broad based
Ownership Schemes; or
4. black Participants in Co-operatives
1 2.5%
Realisation points
Ownership fulfillment 1 Refer COGP
Net equity Value 7 Annexure C
paragraph 4 of the
codes of good
Practice
OWNERSHIP – Code 100 (All other Comp.)
20 points
CATEGORY OWNERSHIP INDICATOR WEIGHTING
POINTS
PROPERTY OWNING
COMP.
Voting Rights
Exercisable Voting Rights in the Enterprise in the
hands of black people
5 25% +1 vote
Excercisable Voting Rights in the Enterprise in the
hands of black women
2 10%
Economic interest
Economic Interest of black people in the Enterprise 5 25%
Economic Interest of black women in the Enterprise 2 10%
Economic interest of the following black natural
people in the enterprise:
1. black designated groups;
2. black Participants in Employee
Ownership Schemes;
3. black beneficiaries of Broad based
Ownership Schemes; or
4. black Participants in Co-operatives
1 2.5%
Realisation points
Ownership fulfillment 1 1
Net equity Value 4 Yr1- 3% Yr6 – 24%
Yr 2- 7% Yr7- 30%
Yr 3 – 10% Yr8- 36%
Yr 4 -15% Yr9- 43%
Yr 5 – 19% Yr10-50%
OWNERSHIP – Code 100 (Prop. Owning comp)
20 points
Weighting
CATEGORY OWNERSHIP INDICATOR Prop
Owners
COGP
Voting Rights
Exercisable Voting Rights in the Enterprise in the
hands of black people 5 3
Excercisable Voting Rights in the Enterprise in the
hands of black women 2 2
Economic interest
Economic Interest of black people in the Enterprise 5 4
Economic Interest of black women in the Enterprise 2 2
Economic interest of the following black natural
people in the enterprise:
1. black designated groups;
2. black Participants in Employee
Ownership Schemes;
3. black beneficiaries of Broad based
Ownership Schemes; or
4. black Participants in Co-operatives
1 1
Realisation points
Ownership fulfillment 1 1
Net equity Value 4 7
OWNERSHIP – Code 100 (Prop. Owning comp)
+2 Points
+1 point
-3 Points
20 20
YEAR PERCENTAGE
Year 1 3%
Year 2 7%
Year 3 10%
Year 4 15%
Year 5 19%
Year 6 24%
Year 7 30%
Year 8 36%
Year 9 43%
Year 10 50%
NET EQUITY VALUE
YEAR Prop
Sector Code
COGP
Year 1 3% 10%
Year 2 7% 20%
Year 3 10% 40%
Year 4 15%
Year 5 19% 60%
Year 6 24%
Year 7 30% 80%
Year 8 36%
Year 9 43% 100%
Year 10 50%
• NET EQUITY VALUE
-7%
-13%
-30%
-41%
-50%
-57%
Deviations
Ownership – The exclusion of mandated investments
up to 40%.
– Different calculation for Net value
Deviations Ownership: Mandated investment
– Given that the majority of the listed share register have a mandated investments that are far beyond 40%, a special consent is given for only property listed companies and property unit trusts to cap the mandated investment at 70%.
– Despite this provision, the cap shall remain 40% as in Generic Codes for those Listed Companies and Unit Trusts, unless there is consistent evidence of 60% or more of the mandated ownership 3 years prior to being verified of their BBBEE status
Deviations
Ownership – For verification
Your organisation needs to provide: Monthly average share register for 3 years (36 month) from an accredited share reading company
CATEGORY
MEASUREMENT CATEGORY & CRITERIA
WEIGHTING
POINTS
COMPLIANCE
TARGET
Years 6-10
Property brokers/
Estate agents
Black practitioners as % of total practitioners
using the adjusted recognition for gender
7 50%
Black people in Management as % of total
Management using the adjusted recognition for
gender
7 35%
Black women in management as a total of
management
1 18%
Bonus Points:
(Property
brokers/Estate
agents)
Black practitioners as a % of total practitioners
using the adjusted recognition for gender
Black people in management as a % of total
practitioners using the adjusted recognition for
gender
Black women in Management as a % of total
Management
1
1
1
60%
40%
30%
EMPLOYMENT EQUITY – Code 300
15 points
CATEGORY
MEASUREMENT CATEGORY & CRITERIA
WEIGHTING
POINTS
COMPLIAN
CE TARGET
Years 6-10
Disabled Black Disabled Employees as a percentage of
all employees
2 3%
Senior Management
Black Employees in Senior management as a
percentage of all employees using the adjusted
recognition for gender
5 60%
Middle Management
Black employees in Middle Management as a
percentage of all employees using the adjusted
recognition for gender
4 75%
Junior Management
Black employees in Junior Management as a
percentage of all employees using the adjusted
recognition for gender
4 80%
Bonus Points:
Bonus points for meeting or exceeding the=EAP
target in each category (Snr=1, Middle=1 &
Junior= 1 Point)
3
EMPLOYMENT EQUITY – Code 300
15 points
Deviations Estate Agents
Can either be an employee or supplier
– Estate Agents – as employees They are not unique – Insurance brokers
If an agent only working for 1 agents – s/he is an employee
Estate agent is defined as practitioner counted under EE
Estate agents – as suppliers If the agent works for more than one agency – she is
a supplier Counted under procurement
NB: Estate Agents must be counted somewhere
CRITERIA WEIGHTING
POINTS COMPLIANCE TARGET
BEE Procurement Spend from all Suppliers based on the BEE
Procurement Recognition Levels as a percentage of
Total Measured Procurement Spend
10
70%
BEE Procurement Spend from Qualifying Small Enterprises or
Exempted Micro-Enterprises based on the applicable
BEE Procurement Recognition Levels as a percentage
of Total Measured Procurement Spend
2
15%
BEE Procurement Spend from any of the following Suppliers
(regardless of their BEE Procurement Recognition Level)
as a percentage of Total Measured Procurement
Spend:
1. Suppliers that are more than 50% black owned (3
out of 5 points); and,
2. Suppliers that are more than 30% black women
owned (2 out of 5 points).
5
20%
(12%)
(8%)
% spend property services Enterprises (Level 1-4) of
total property Services spend
3
40%
PREFERENTIAL
PROCUREMENT – Code 500
CRITERIA Prop Sector Code
COGP
BEE Procurement Spend from all Suppliers based on the BEE
Procurement Recognition Levels as a percentage of Total
Measured Procurement Spend
10
12
BEE Procurement Spend from Qualifying Small Enterprises or
Exempted Micro-Enterprises based on the applicable BEE
Procurement Recognition Levels as a percentage of Total
Measured Procurement Spend
2
3
BEE Procurement Spend from any of the following Suppliers
(regardless of their BEE Procurement Recognition Level)
as a percentage of Total Measured Procurement Spend:
1. Suppliers that are more than 50% black owned (3 out
of 5 points); and,
2. Suppliers that are more than 30% black women
owned (2 out of 5 points).
5
5
% of procurement spend with Black owned services
Enterprises (Level 1-4) of total property Services
spend
3
0
PREFERENTIAL
PROCUREMENT – Code 500
-2 Points
-1 point
+3 Points
20 20
Qualify for recognition in all 4 criteria in the
Preferential procurement scorecard
– BEE Procurement Spend from all Suppliers based on the BEE
Procurement Recognition Levels as a percentage of Total
Measured Procurement Spend
– BEE Procurement Spend from any of the following Suppliers
(regardless of their BEE Procurement Recognition Level) as
a percentage of Total Measured Procurement Spend:
1. Suppliers that are more than 50% black owned (3 out of 5
points); and,
2. Suppliers that are more than 30% black women owned (2
out of 5 points)
– % spend property services Enterprises Black owned
enterprises (Level 1-4) of total property Services spend
Measurement Principles of
Procurement
DEVIATIONS:
ECONOMIC DEVELOPMENT
CRITERIA WEIGHTING
POINTS
COMPLIANCE
TARGET
Disposal of assets to B-BBEE enterprise
(Level 1-3) as a % of total asset
disposal (private) which are Black
8 35%
Development Investment in under-
resourced areas as a % of total annual
investment
7 10%
Deviations Economic Development (3 Scenarios)
– If no disposal of assets Take away 8 points from numerator
Take away 8 points from denominator
– If no development in under resourced areas Take away 7 points from numerator
Take away 7 points from denominator
– If no disposal of assets and no development Take away 15 points from numerator Take away 15 points from denominator
Transformation Infrastructure
For Development in under resourced areas – FSC matrix
Incorporated all Local Municipalities Variables
Income
Water
Sanitation
Electricity
Housing
Index
Ranking
– Definition of development is included in the document
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Un
list
ed
Pu
blic
ma
nd
ate
d
co
lle
ctive
Inve
stm
en
t
Pro
p M
an
ag
em
en
t
serv
ice
s
Est
ate
Ag
en
ts
Ass
et
Ma
na
ge
me
nt
PLS
A
Pro
p O
wn
ers
APU
TS
Ownership ✓ ✓ ✓ ✓ ✓ ✓ ✓
Management Control ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Employment Equity ✓ ✓ ✓ ✓ ✓
Skill Development ✓ ✓ ✓ ✓ ✓
Preferential procurement ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Enterprise development ✓ ✓ ✓ ✓ ✓ ✓ ✓
Socio-Economic Development ✓ ✓ ✓ ✓ ✓ ✓ ✓
Economic Development ✓ ✓ ✓ ✓ ✓
COMPLEX STRUCTURE
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Un
list
ed
Pu
blic
ma
nd
ate
d
co
lle
ctive
Inve
stm
en
t
Pro
p M
an
ag
em
en
t
serv
ice
s
Est
ate
Ag
en
ts
Ass
et
Ma
na
ge
me
nt
PLS
A
Pro
p O
wn
ers
APU
TS
Ownership 20 20 20 20 20 20 20
Management Control 10 10 10 10 10 10 10 10
Employment Equity 15 15 15 15 15
Skill Development 15 15 15 15 15
Preferential procurement 20 20 20 20 20 20 20 20
Enterprise development 10 10 10 10 10 10 10
Socio-Economic Development 2 2 2 2 2 2 2
Economic Development 15 15 15 15 15
107 87 92 92 92 77 77 65
COMPLEX STRUCTURE
COMPLEX STRUCTURE
PSC GENERIC CALCULATIONS
Generic Codes
Qualification
Property Sector
Charter
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 107
Level Two 125% 85-100 91-107
Level Three 110% 75-85 80-91
Level Four 100% 65-75 70-80
Level Five 80% 55-65 59-70
Level Six 60% 45-55 48-59
Level Seven 50% 40-45 43-48
Level Eight 10% 30-40 32-43
Non-Compliant 0% <30 32
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Inte
rna
l
Ma
na
ge
me
nt
PLS
A
Ownership 20 20 20 20
Management Control 10 10 10 10
Employment Equity 15 15 15 15
Skill Development 15 15 15 15
Preferential procurement 20 20 20 20
Enterprise development 10 10 10 10
Socio-Economic
Development
2 2 2 2
Economic Development 15 7 8 0
107 100 99 92
PLSA INTERNAL MANAGEMENT-
COMPLEX STRUCTURE
1. PLSA INTERNAL MANAGEMENT-
COMPLEX STRUCTURE
Generic Codes Qualification
PLSA Internal
Management
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 107
Level Two 125% 85-100 91-107
Level Three 110% 75-85 80-91
Level Four 100% 65-75 70-80
Level Five 80% 55-65 59-70
Level Six 60% 45-55 48-59
Level Seven 50% 40-45 43-48
Level Eight 10% 30-40 32-43
Non-Compliant 0% <30 <32
Generic Codes Qualification
PLSA Internal
Management
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 100
Level Two 125% 85-100 85-100
Level Three 110% 75-85 75-85
Level Four 100% 65-75 65-75
Level Five 80% 55-65 55-65
Level Six 60% 45-55 45-55
Level Seven 50% 40-45 40-45
Level Eight 10% 30-40 30-40
Non-Compliant 0% <30 <30
2. PLSA INTERNAL MANAGEMENT-
COMPLEX STRUCTURE
Generic Codes Qualification
PLSA Internal
Management
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 99
Level Two 125% 85-100 84-99
Level Three 110% 75-85 74-84
Level Four 100% 65-75 64-74
Level Five 80% 55-65 54-64
Level Six 60% 45-55 44-54
Level Seven 50% 40-45 40-44
Level Eight 10% 30-40 30-40
Non-Compliant 0% <30 <30
3. PLSA INTERNAL MANAGEMENT-
COMPLEX STRUCTURE
Generic Codes Qualification
PLSA Internal
Management
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 92
Level Two 125% 85-100 78-92
Level Three 110% 75-85 69-78
Level Four 100% 65-75 60-69
Level Five 80% 55-65 51-60
Level Six 60% 45-55 41-51
Level Seven 50% 40-45 37-41
Level Eight 10% 30-40 28-37
Non-Compliant 0% <30 <28
4. PLSA INTERNAL MANAGEMENT-
COMPLEX STRUCTURE
Un
list
ed
Pu
b
Ma
nd
ate
co
lle
ctiv
e
Inve
stm
en
t S
ch
em
e
Un
list
ed
Pu
b
Ma
nd
ate
co
lle
ctiv
e
Inv
est
me
nt
Sc
he
me
-D
isp
osa
l U
nlist
ed P
ub
Ma
nd
ate
co
lle
ctiv
e
Inv
est
me
nt S
ch
em
e-
De
ve
lop
me
nt
Un
list
ed P
ub
Ma
nd
ate
co
lle
ctiv
e
Inv
est
me
nt S
ch
em
e-
Ec
on
om
ic D
ev
Ownership
Management Control 10 10 10 10
Employment Equity 15 15 15 15
Skill Development 15 15 15 15
Preferential procurement 20 20 20 20
Enterprise development 10 10 10 10
Socio-Economic Development 2 2 2 2
Economic Development 15 7 8 0
87 80 70 72
INTERNAL MANAGED PLSA- COMPLEX
STRUCTURE
1. COMPLEX STRUCTURE – Unlisted Pub Mandate
collective Investment Scheme
Generic Codes
Qualification
Unlisted Public
Mandate collective
Investment Scheme
BEE
Recognitio
n level BEE Score PSC Score
Level One 135% 100 87
Level Two 125% 85-100 74-87
Level Three 110% 75-85 65-74
Level Four 100% 65-75 57-65
Level Five 80% 55-65 48-57
Level Six 60% 45-55 39-48
Level Seven 50% 40-45 35-39
Level Eight 10% 30-40 26-35
Non-Compliant 0% <30 <26
2. COMPLEX STRUCTURE – Unlisted Pub Mandate
collective Investment Scheme
Generic Codes
Qualification
Unlisted Public
Mandate collective
Investment Scheme
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 80
Level Two 125% 85-100 68-80
Level Three 110% 75-85 60-68
Level Four 100% 65-75 52-60
Level Five 80% 55-65 44-52
Level Six 60% 45-55 36-44
Level Seven 50% 40-45 32-36
Level Eight 10% 30-40 24-32
Non-Compliant 0% <30 <24
3. COMPLEX STRUCTURE – Unlisted Pub Mandate
collective Investment Scheme
Generic Codes
Qualification
Unlisted Public
Mandate collective
Investment Scheme
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 79
Level Two 125% 85-100 67-79
Level Three 110% 75-85 59-67
Level Four 100% 65-75 51-59
Level Five 80% 55-65 43-51
Level Six 60% 45-55 36-43
Level Seven 50% 40-45 32-36
Level Eight 10% 30-40 24-32
Non-Compliant 0% <30 <24
4. COMPLEX STRUCTURE – Unlisted Pub Mandate
collective Investment Scheme
Generic Codes
Qualification
Unlisted Public
Mandate collective
Investment Scheme
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 72
Level Two 125% 85-100 61-72
Level Three 110% 75-85 54-61
Level Four 100% 65-75 47-54
Level Five 80% 55-65 40-47
Level Six 60% 45-55 32-40
Level Seven 50% 40-45 29-32
Level Eight 10% 30-40 22-29
Non-Compliant 0% <30 <22
COMPLEX STRUCTURE – Unlisted Public Mandate
Collective Investment Scheme
Generic Codes
Qualification
Unlisted Public
Mandate collective
Investment Scheme
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 87
Level Two 125% 85-100 74-87
Level Three 110% 75-85 65-74
Level Four 100% 65-75 57-65
Level Five 80% 55-65 48-57
Level Six 60% 45-55 39-48
Level Seven 50% 40-45 35-39
Level Eight 10% 30-40 26-35
Non-Compliant 0% <30 <26
PROP MANAGEMENT SERVICES –
COMPLEX STRUCTURE
Generic Codes Qualification
Property
Management
Services
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 92
Level Two 125% 85-100 78-92
Level Three 110% 75-85 69-78
Level Four 100% 65-75 60-69
Level Five 80% 55-65 51-60
Level Six 60% 45-55 41-51
Level Seven 50% 40-45 37-41
Level Eight 10% 30-40 28-37
Non-Compliant 0% <30 <28
COMPLEX STRUCTURE – Estate Agents
Generic Codes
Qualification
Estate
Agents
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 92
Level Two 125% 85-100 78-92
Level Three 110% 75-85 69-78
Level Four 100% 65-75 60-69
Level Five 80% 55-65 51-60
Level Six 60% 45-55 41-51
Level Seven 50% 40-45 37-41
Level Eight 10% 30-40 28-37
Non-Compliant 0% <30 <28
COMPLEX STRUCTURE – Asset Managers
Generic Codes Qualification
Asset
Management
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 92
Level Two 125% 85-100 78-92
Level Three 110% 75-85 69-78
Level Four 100% 65-75 60-69
Level Five 80% 55-65 51-60
Level Six 60% 45-55 41-51
Level Seven 50% 40-45 37-41
Level Eight 10% 30-40 28-37
Non-Compliant 0% <30 <28
PLS
A
PLS
A-D
isp
osa
l
PLS
A-
De
ve
lop
me
nt
PLS
A –
Ec
on
om
ic
De
ve
lop
me
nt
Ownership 20 20 20 20
Management Control 10 10 10 10
Employment Equity
Skill Development
Preferential Procurement 20 20 20 20
Enterprise Development 10 10 10 10
Socio-Economic
Development
2 2 2 2
Economic Development 15 7 8 0
77 69 68 62
PLSA- COMPLEX STRUCTURE
1. COMPLEX STRUCTURE - PLSA
Generic Codes Qualification
PLSA Property
Loan Stock
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 77
Level Two 125% 85-100 65-77
Level Three 110% 75-85 58-65
Level Four 100% 65-75 50-58
Level Five 80% 55-65 42-50
Level Six 60% 45-55 35-42
Level Seven 50% 40-45 31-35
Level Eight 10% 30-40 23-31
Non-Compliant 0% <30 <23
PLSA Including Economic Development (Development + Disposal)
2. COMPLEX STRUCTURE - PLSA
Generic Codes Qualification
PLSA Property
Loan Stock
BEE
Recognition
level
BEE Score PSC Score
Level One 135% 100 70
Level Two 125% 85-100 60-70
Level Three 110% 75-85 53-60
Level Four 100% 65-75 45-53
Level Five 80% 55-65 39-45
Level Six 60% 45-55 31-39
Level Seven 50% 40-45 28-31
Level Eight 10% 30-40 21-28
Non-Compliant 0% <30 <21
PLSA + Development in under resourced areas
3. COMPLEX STRUCTURE - PLSA
Generic Codes Qualification
PLSA
Property
Owners
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 69
Level Two 125% 85-100 59-69
Level Three 110% 75-85 52-59
Level Four 100% 65-75 45-52
Level Five 80% 55-65 38-45
Level Six 60% 45-55 31-38
Level Seven 50% 40-45 28-31
Level Eight 10% 30-40 21-28
Non-Compliant 0% <30 <21
PLSA + Disposal of assets to level 1-3
4. COMPLEX STRUCTURE - PLSA
Generic Codes Qualification
PLSA Property
Loan Stock
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 62
Level Two 125% 85-100 53-62
Level Three 110% 75-85 47-53
Level Four 100% 65-75 40-47
Level Five 80% 55-65% 34-40
Level Six 60% 45-55 28-34
Level Seven 50% 40-45 25-28
Level Eight 10% 30-40 19-25
Non-Compliant 0% <30 <19
APUTS +Disposal of assets to level 1-3
Pro
p O
wn
ers
Pro
p O
wn
ers
-
Dis
po
sal
Pro
p O
wn
ers
-
De
ve
lop
me
nt
Pro
p O
wn
ers
–
Ec
on
om
ic
De
ve
lop
me
nt
Ownership 20 20 20 20
Management Control 10 10 10 10
Employment Equity
Skill Development
Preferential procurement 20 20 20 20
Enterprise development 10 10 10 10
Socio-Economic
Development
2 2 2 2
Economic Development 15 7 8 0
77 69 68 62
PROP OWNERS -COMPLEX STRUCTURE
PROP OWNERS -COMPLEX STRUCTURE
Generic Codes Qualification
Property
Owners
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 77
Level Two 125% 85-100 65-77
Level Three 110% 75-85 58-65
Level Four 100% 65-75 50-58
Level Five 80% 55-65 42-50
Level Six 60% 45-55 35-42
Level Seven 50% 40-45 31-35
Level Eight 10% 30-40 23-31
Non-Compliant 0% <30 <23
PROP OWNER -COMPLEX STRUCTURE
Generic Codes Qualification
Property
Owners
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 69
Level Two 125% 85-100 59-69
Level Three 110% 75-85 52-59
Level Four 100% 65-75 45-52
Level Five 80% 55-65 38-45
Level Six 60% 45-55 31-38
Level Seven 50% 40-45 28-31
Level Eight 10% 30-40 21-28
Non-Compliant 0% <30 <21
PROP OWNERS- COMPLEX STRUCTURE
Generic Codes Qualification
Property
Owners
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 70
Level Two 125% 85-100 60-70
Level Three 110% 75-85 53-60
Level Four 100% 65-75 46-53
Level Five 80% 55-65 39-46
Level Six 60% 45-55 32-39
Level Seven 50% 40-45 28-32
Level Eight 10% 30-40 21-28
Non-Compliant 0% <30 <21
PROP OWNERS- COMPLEX STRUCTURE
Generic Codes Qualification
Property
Owners
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 77
Level Two 125% 85-100 65-77
Level Three 110% 75-85 58-65
Level Four 100% 65-75 50-58
Level Five 80% 55-65 42-50
Level Six 60% 45-55 35-42
Level Seven 50% 40-45 31-35
Level Eight 10% 30-40 23-31
Non-Compliant 0% <30 <23
APU
TS
APU
TS-D
isp
osa
l
APU
TS-
De
ve
lop
me
nt
APU
TS –
Ec
o D
ev
Ownership 20 20 20 20
Management Control 10 10 10 10
Employment Equity
Skill Development
Preferential procurement 20 20 20 20
Enterprise development
Socio-Economic
Development
Economic Development 15 7 8 0
65 57 58 50
APUTS- COMPLEX STRUCTURE
1. APUTS- COMPLEX STRUCTURE
Generic Codes
Qualification
APUTS Property
Unit Trust
BEE
Recognition
level BEE Score PSC Score
Level One 135% 100 65
Level Two 125% 85-100 55-65
Level Three 110% 75-85 49-55
Level Four 100% 65-75 42-49
Level Five 80% 55-65 36-42
Level Six 60% 45-55 29-36
Level Seven 50% 40-45 26-29
Level Eight 10% 30-40 20-26
Non-Compliant 0% <30 <20
APUTS + Economic Development (Disposal + Development)
2. APUTS- COMPLEX STRUCTURE
Generic Codes
Qualification
APUTS Property
Unit Trust
BEE
Recognition
level
BEE
Score PSC Score
Level One 135% 100 58
Level Two 125% 85-100 49-58
Level Three 110% 75-85 44-49
Level Four 100% 65-75 38-44
Level Five 80% 55-65 32-38
Level Six 60% 45-55 26-32
Level Seven 50% 40-45 23-26
Level Eight 10% 30-40 17-23
Non-Compliant 0% <30 <17
APUTS -Disposal of assets
3. APUTS- COMPLEX STRUCTURE
Generic Codes
Qualification
APUTS Property
Unit Trust
BEE
Recognition
level
BEE
Score PSC Score
Level One 135% 100 57
Level Two 125% 85-100 48-57
Level Three 110% 75-85 43-48
Level Four 100% 65-75 42-43
Level Five 80% 55-65 31-42
Level Six 60% 45-55 26-31
Level Seven 50% 40-45 23-26
Level Eight 10% 30-40 17-23
Non-Compliant 0% <30 <17
APUTS -Development in under resourced areas
4. APUTS- COMPLEX STRUCTURE
Generic Codes
Qualification
APUTS Property
Unit Trust
BEE
Recognition
level
BEE
Score PSC Score
Level One 135% 100 50
Level Two 125% 85-100 43-50
Level Three 110% 75-85 38-43
Level Four 100% 65-75 33-38
Level Five 80% 55-65 28-33
Level Six 60% 45-55 23-28
Level Seven 50% 40-45 20-23
Level Eight 10% 30-40 15-20
Non-Compliant 0% <30 <15
APUTS – Economic Development
PSCC -QSE SCORECARD SAME AS
COGP ELEMENTS CODES OF
GOOD
PRACTICE
Ownership 25 points
Management control 25 points
Employment Equity 25 points
Skills Development 25 points
Preferential Procurement 25 points
Enterprise Development 25 points
Socio-Economic Development 25 points
TOTAL 100
• This applies
companies with
revenues as defined by PSCC
• Do only 4 codes
each out of 25points = 100
PSCC & COGP: Code 800
ELEMENT CODES OF GOOD
PRACTICE
QSE
PROPERTY SECTOR
CODE
QSE
Companies
(Big Companies)
Revenue
exceeding R35M
Revenue
exceeding R35M
Qualifying Small
Enterprise (QSE)
Turnover
R5M-R35M
Estate Agents/Brokers
Turnover/Rev R2.5-R35M
Services Based
R5M-R35M
Asset Based
Net Assets R30M-R280M
Micro Enterprises
(EME)
Turnover
R5M and below
Turnover
R5M and below/R2.5M-R5M
QSE Threshold
QSE enterprises…
whichever is higher
ASSET BASED SERVICE BASED ESTATE
AGENTS/
BROKERS
NET ASSETS R30M-R280M
GROSS INCOME OR
TURNOVER
R5M-R35M R2.5M-R35M
CATEGORY
MEASUREMENT CATEGORY & CRITERIA
WEIGHTING POINTS
COMPLIANCE TARGET
Years 6-10
Property brokers/
Estate agents
Black practitioners as % of total practitioners using the adjusted recognition for gender
11 50%
Black people in Management as % of total Management using the adjusted
recognition for gender
11 35%
Black women in management as a total of management
3 18%
EMPLOYMENT EQUITY – Code 300
15 points
THANK-YOU
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Inquiry email : info@propertycharter.co.za
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Cell: 082 619 2507