Baseline

Assessment Tool

Client

xxxxxx

Assessor Name

xxxxxx

Date of Assessment

xxxxxx

Enterprise Name

xxxxxx

Hub

xxxxxx

Baseline Assessment

Business profile

In your own words, write the Executive Summary here. This is not pre-populated.


General Information

Click on the section below to view the results.

Business Details

Business Profile

iSMS

Legal /registered name xxxxxx
Trading name xxxxxx
Company registration number xxxxxx
Number of years trading xxxxxx
VAT Registration number xxxxxx
Income Tax No xxxxxx
B-BBEEE status xxxxxx

Business Owner

Business Profile

iSMS

Owner name xxxxxx
Owner Surname xxxxxx
Owner ID xxxxxx
Cell xxxxxx
Direct line xxxxxx
Email xxxxxx

Address

Business Profile

iSMS

Business Profile

iSMS

Business Address (Physical) xxxxxx Postal xxxxxx
Post Code xxxxxx Post Code xxxxxx
Nearest City/Town xxxxxx Province xxxxxx
Province xxxxxx

Business Contact Details

Business Profile

iSMS

Bus tel: No.(landline) xxxxxx
Bus Cell: xxxxxx
Bus fax number xxxxxx
Bus email address xxxxxx
Web site xxxxxx

Business Information

Business Profile

iSMS

Business sector xxxxxx
Type of business xxxxxx
Product/Service xxxxxx
Annual Turnover xxxxxx

Assessment Results

Please Note

The following information comprises a summary of assessment findings and recommendations. Statutory Compliance shows all areas not yet compliant - as RED, while Compliance is shown in Green. Graphs displayed in the report show less than OK in red and OK or above in GREEN.

Business Function: Compliance

The business works from a shared office space. There are no employees other than the 2 directors.

SARS

Income tax registered YES VAT registered NO
Up to date tax YES Up to date VAT YES
Tax clearance certificate provided YES VAT Tax clearance certificate provided YES
Trading business YES PAYE registered YES
ITR14 provided YES SDL registered YES

Department of Labour & HR

UIF registered YES Workmen's Comp. registered NO
EMP 201 provided YES Letter of Good Standing provided YES
Employees UIF registered YES Payslip YES
Employee UIF numbers provided YES Leave recon (sample) YES

Acts displayed

BHEA displayed YES EEA displayed NO
OHSA displayed YES SDA displayed YES

Insurance

Public liability insurance YES GIT insurance NO
Business insurance YES Unrest insurance YES
Vehicle insurance YES

Industry-specific Compliance

Industry council registered YES Board registered NO
Registrations up to date YES

Company registration and formation

Company Registration YES Ops permits & certificates NO
Shareholder Agreement YES Financials (3 yrs) YES
Business Plan YES Bank statements (3 yrs) YES

Financial Performance

Assessment summary: Financial Indicators

The financial indicators do not show comparative figures as 2015 was essentially the first full year of trading. The business also made a loss, hence a negative operating margin of -92% and negative Net margin of -119%. Total Debt Ratio was 1.27 in 2014 and this increased to 2.19 in 2015. Figure also indicate negative ROE and ROA of -177% and -215% respectively.

Business Function: Financial Management

Assessment summary: Financial Management

The finacial management is generally good, especially with the acquisition of Quick Books, which will create efficiencies and reduce administrative time for the owner.

GRAPH TO BE PLACED HERE

Business Function: Leadership and Strategy

Assessment summary: Leadership and Strategy

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Business Function: Operations Management

Assessment summary: Operations Management

The enterprise does not have an asset management system in place that will be incorporated into the accounting system in the form of an asset register

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Business Function: Sales and Marketing

Assessment summary: Sales and Marketing

The client has identified their target market and have a plan to reach them, however it appears the business owner's time is taken up on the production and administrative aspects of the business and less time for sales. Once the ISO certification takes place, this will create more opportunity for new sales initiatives.

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Business Function: Human Resources Management

Assessment summary: Human Resources Management

GRAPH TO BE PLACED HERE

Business Function: SHEQ

Assessment summary: SHEQ

The business needs to familiarise with Health an Safety issues particularly fire in their building as the nature of their business is vulnerable to fire.Full insurance cover is also an important consideration to manage risk.

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