What are the scorecards management tools?

The scorecard management tools (either Generic or QSE) are used to help businesses manage their B-BBEE status. The tools calculates the points scored in Ownership, Management, Skills Development, Enterprise and Supplier Development, and Socio Economic Development. A breakdown of the points achieved in each section is given as well as the calculated B-BBEE status level.

Purchasing scorecards

Once you've created an account here, go to the pricing page to purchase a scorecard. There are QSE and Generic scorecards to choose from. The pricing page has a calculator to help you know which one suits your company's needs. You can choose either a 3 month or 1 year subscription to a scorecard (you can renew it at any stage). You can also purchase multiple scorecards, which is particularly beneficial to consultants (refer to the FAQ on consultants for additional information on this).

Creating and getting started with a scorecard

Once you've purchased a scorecard, visit your Dashboard. Your Dashboard will provide you with a number of tabs of which 2 are dedicated to scorecards. One for Generic scorecards and one for QSE scorecards. Depending on whether you've purchased a Generic or QSE scorecards, click on the relevant tab. In this tab you'll see your unused scorecards. When ever you purchase a scorecard, they'll be added to your unused scorecards.

To use a purchased scorecard, click the 'Create Scorecard' button in this tab. You'll be prompted to give the scorecard a name and choose whether you want to use a 3 month subscription or 1 year subscription (note: the popup will notify you how many of each subscription type you have available to use). Creating this scorecard will then deduct 1 from your unused scorecards.

Once created, the scorecard will be added to the list of scorecards in the tab. Click the 'Edit' button to get taken through to the scorecard's page.

Sharing a scorecard

Scorecards can be shared with other accounts. This is useful if you require more than one account working on (or simply viewing) the scorecard. Up to 5 accounts can be added to the scorecard. To share a scorecard, you must know the email address associated with the account holder you wish to share it with.

Editing your scorecard

Scorecards have 6 tabs. Five of these tabs are for the particular areas of the company that are scored depending on criteria set out in the B-BBEE regulations. Each of these tabs will have 2 sections. One labeled 'Questions' and the other labeled 'Points'.

In the 'Questions' section, you will be asked a number questions pertaining to the area of the company associated with the tab you're in. You may save your answers at any stage. Once you have completed the questions for that area, you can move onto the 'Points' section. Here you simply need to click the calculate button and SA Lantern will do all the hard work of calculating your points for that area. The points section will give you a breakdown of where your points have been earned and (where possible) what you are required to do to achieve more points in that area.

The sixth tab is labeled 'Report'. Once you've completed all of the other 5 tabs, then a report can be generated within this tab. It is as simply as clicking 'Calculate Report'. A summary of the points obtained in each area and the calculated B-BBEE level is given. You can then click 'Print Report' for a more detailed report.

About the affidavit builder

The affidavit builder takes in your company information, calculates your company's B-BBEE level and generates the appropriate affidavit. This affidavit can then be printed out.

Purchasing affidavits

Once you've created an account here, your first affidavit is FREE. If you need to purchase additional affidavits, then go to the pricing page to purchase them. If you're unsure whether you can use an affidavit, the pricing page has a calculator to help you determine whether you need an affidavit or a scorecard.

Creating and getting started with an affidavit

When you're ready to use your purchased affidavits, visit your Dashboard. Your Dashboard will provide you with a number of tabs of which one is dedicated to affidavits. In this tab you'll see your 'remaining affidavits'. These are affidavits which have been purchased but not yet used. When ever you purchase affidavits, they will be added to your 'remaining affidavits'.

To use a purchased affidavit, click the 'Create New Affidavit' button in this tab. You'll be prompted to give the affidavit a name. Creating this affidavit will then deduct 1 from your 'remaining affidavits'.

Once created, the affidavit will be added to the list in the tab. Click the 'Edit Affidavit' button to get taken through to the affidavit's builder page.

What makes SA Lantern helpful to consultants?

SA Lantern's management tool provides a great way for consultants to manage their clients' B-BBEE scorecard. It's simple to use and does all the hard and tedious calculations for you. Scorecard bundles can also be purchased at a reduced cost for consultants that are wanting to manage multiple clients on SA Lantern.

The 'sharing' of scorecards and also 'transferring unused' scorecards are great tools designed to assist consultants. See below for more information on these.

Transferring Unused Scorecards

SA Lantern realises that a consultancy may have a number of people working with different clients. With the ability to transfer unused scorecards, the consultancy can take advantage of the bundled packages and purchase all the scorecards with one account. That account holder can then distribute the scorecards to the other account holders. These account holders will receive an email notifying them that a scorecard (or multiple scorecards) has been transferred to their account and they can go ahead and create a scorecard for the client they are taking care of.

Sharing Scorecards

Once a scorecard has been created, the 'share' tool allows you to link 5 other accounts to the scorecard. This may be useful if you have multiple people working on the scorecard or perhaps if you would like the client to have access to the scorecard.

Just to note: Only the original creator of the scorecard can edit who the scorecard is shared with and is also the only one who can delete the scorecard.

My Company's turnover is below R10 Million rands, do I need to have a B-BBEE verification?

In most cases a B-BBEE verification will not be required, as an entity with a turnover below R10 million is below the EME thresholds for entities falling under the new generic codes of good practice. However if your entity falls under a sector code a lower threshold, than R10 million may be applicable. Insert your details for a free assessment on the required level.

I'm a 100% white owned business, why should I have to give up a portion of my ownership to be B-BBEE compliant?

A common misconception is that you need to have black ownership to be B-BBEE compliant. This is completely incorrect, you can potentially receive an improved level for B-BBEE if you have black ownership but it's not the deciding factor. An exempt micro enterprise (EME) receives a level 4 automatically. A qualifying small enterprise and a generic entity can also achieve a B-BBEE recognition level without black ownership although it is unlikely to be as high under the new codes of good practice. Utilisation of our management tool will aid you to improve your score in all elements you wish to comply with.

How much does a B-BBEE verification cost and how long does it take complete a verification?

A B-BBEE verification's cost is entirely dependent on the size of a company and the number of employees it has working for it. Time to complete a verification is once again dependent on the size of the organisation. A verification can also be completed far more efficiently if the organisation adequately prepares for the process and has information required on hand and easily accessible. The process can range from a day to a couple of weeks.

How do I improve my scorecard?

Improving your scorecard is entirely dependent the elements you are scoring points in. Inserting your details into our management tool will provide you with the relevant guidance to assist you to get to the level you require.

After completing the scorecard in the management tool will I receive a B-BBEE certificate?

The management tool will allow you to compile your scorecard in anticipation of verification, the tool can then be used to provide your B-BBEE auditor/Verification agent with all supporting evidence to finalise your score. It is the simplest and most affordable way to prepare for your verification.

What is the benefit of having a good B-BBEE level?

A good B-BBEE level can elevate you in procurement requirements from your customers, particularly if they are a supplier to a government department or organisation. In addition a large number licences from government are increasingly requiring B-BBEE compliance to either retain or expand operations.

I'd like to use the scorecard but don't have the time to complete or manage it?

If you find managing your scorecard a problem, you can outsource it to one of our accredited management consultants, they will provide you with reports and manage your scorecard to ensure you obtain or retain the level appropriate for you. Refer to our recommended accredited consultants for details on managed solutions.

What are 'Unused Generic Scorecards' exactly?

These are scorecards which you have purchased, but have yet to start using. Each time you purchase scorecards, they will be added to your 'unused' amount, depending on what type of subscription you purchase (3 month or 1 year). As soon as you create a scorecard, your unused amount will be decremented.

What is the button 'Transfer Unused Generic Scorecards' for?

This is simply for transfering any amount of unused scorecards to another account. This would be useful if you had a number of employees working below you who require scorecards. You can simply purchase a bundle and then distribute them to your employees' accounts. This also helps you take advantage of bundle packages.

Why can I not edit my scorecard (edit button is grey)?

This means your scorecard has expired. You will need to renew your scorecard with either a 3 month or 1 year subscription.

What are 'Unused Affidavits' exactly?

These are affidavits which you have purchased, but have yet to start using. Each time you purchase affidavits, they will be added to your 'unused' amount. As soon as you create an affidavit, your unused amount will be decremented.

What is the button 'Transfer Unused Affidavits' for?

This is simply for transfering any amount of unused affidavits to another account. This would be useful if you had a number of employees working below you who require affidavits. You can simply purchase a bundle and then distribute them to your employees' accounts. This also helps you take advantage of bundle packages.