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http://www.propertycharter.co.za/

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


hands of black people

5 25% +1 vote


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%





Ownership Schemes;




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


hands of black people 5 3


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





Ownership Schemes;




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


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



4 75%

Junior Management

Black employees in Junior Management as a



4 80%

Bonus Points:

Bonus points for meeting or exceeding the=EAP

target in each category (Snr=1, Middle=1 &

Junior= 1 Point)

3


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



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



– 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

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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 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


PLSA Internal

Management

BEE

Recognition


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



COMPLEX STRUCTURE


PLSA Internal

Management

BEE

Recognition


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



COMPLEX STRUCTURE


PLSA Internal

Management

BEE

Recognition


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



COMPLEX STRUCTURE

Un

list

ed

Pu

b

Ma

nd

ate

co

lle

ctiv

e

Inve

stm

en

t S

ch

em

e

Un

list

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Pu

b

Ma

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ate

co

lle

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e

Inv

est

me

nt

Sc

he

me

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isp

osa

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nlist

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ub

Ma

nd

ate

co

lle

ctiv

e

Inv

est

me

nt S

ch

em

e-

De

ve

lop

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nt

Un

list

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ub

Ma

nd

ate

co

lle

ctiv

e

Inv

est

me

nt S

ch

em

e-

Ec

on

om

ic D

ev

Ownership


Employment Equity 15 15 15 15

Skill Development 15 15 15 15



Socio-Economic Development 2 2 2 2


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




Generic Codes

Qualification

Unlisted Public

Mandate collective

Investment Scheme

BEE

Recognition


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




Generic Codes

Qualification

Unlisted Public

Mandate collective

Investment Scheme

BEE

Recognition


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




Generic Codes

Qualification

Unlisted Public

Mandate collective

Investment Scheme

BEE

Recognition


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


COMPLEX STRUCTURE – Unlisted Public Mandate

Collective Investment Scheme

Generic Codes

Qualification

Unlisted Public

Mandate collective

Investment Scheme

BEE

Recognition


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


PROP MANAGEMENT SERVICES –

COMPLEX STRUCTURE


Property

Management

Services

BEE

Recognition


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


COMPLEX STRUCTURE – Estate Agents

Generic Codes

Qualification

Estate

Agents

BEE

Recognition


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


COMPLEX STRUCTURE – Asset Managers


Asset

Management

BEE

Recognition


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


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



Employment Equity

Skill Development

Preferential Procurement 20 20 20 20

Enterprise Development 10 10 10 10

Socio-Economic

Development

2 2 2 2


77 69 68 62

PLSA- COMPLEX STRUCTURE

1. COMPLEX STRUCTURE - PLSA


PLSA Property

Loan Stock

BEE

Recognition


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


PLSA Including Economic Development (Development + Disposal)



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


PLSA + Development in under resourced areas



PLSA

Property

Owners

BEE

Recognition


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


PLSA + Disposal of assets to level 1-3



PLSA Property

Loan Stock

BEE

Recognition


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


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



Employment Equity

Skill Development



Socio-Economic

Development

2 2 2 2


77 69 68 62

PROP OWNERS -COMPLEX STRUCTURE

PROP OWNERS -COMPLEX STRUCTURE


Property

Owners

BEE

Recognition


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


PROP OWNER -COMPLEX STRUCTURE


Property

Owners

BEE

Recognition


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


PROP OWNERS- COMPLEX STRUCTURE


Property

Owners

BEE

Recognition


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


PROP OWNERS- COMPLEX STRUCTURE


Property

Owners

BEE

Recognition


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


APU

TS

APU

TS-D

isp

osa

l

APU

TS-

De

ve

lop

me

nt

APU

TS –

Ec

o D

ev



Employment Equity

Skill Development


Enterprise development

Socio-Economic

Development


65 57 58 50

APUTS- COMPLEX STRUCTURE

1. APUTS- COMPLEX STRUCTURE

Generic Codes

Qualification

APUTS Property

Unit Trust

BEE

Recognition


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


APUTS + Economic Development (Disposal + Development)


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


APUTS -Disposal of assets


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


APUTS -Development in under resourced areas


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


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


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


11 35%

Black women in management as a total of management

3 18%


15 points

THANK-YOU

Questions ? Website: www.propertycharter.co.za

Inquiry email : [email protected]

My email: [email protected]

Office: 011 880 9918

Cell: 082 619 2507

http://www.propertycharter.co.za/

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