What each service delivers

Each service starts from a real operational problem, then applies structured checks against the current Codes so your team can act with confidence.

BEE Verification Pre-Audit

Problem: Packs fail on Net Value, skills denominators, or priority sub-minimums — often discovered only at verification.

Solution: Structured pre-audit of your draft affidavit and evidence against the active Codes, including Ownership, Skills, and ESD priority checks.

Benefits: Fewer last-minute findings, clearer remediation order, level stability before the SANAS booking.

Look-through ownershipNet value40% sub-minimumRemediation list

Deliverables: Element-level findings, estimated points, risk-ranked fix sequence
CTA: Book free pre-audit →

Tender Preferential Drafting

Problem: Preferential sections are rewritten under time pressure and sometimes claim a level that does not match the live certificate.

Solution: Map RFP clauses and produce a first draft with BEE claims aligned to your current certificate and proven language from past wins.

Benefits: Faster bid cycles, consistent claims, local-content and CIDB flags surfaced early for legal review.

Clause mappingPreferential claimsPast-win reuseCIDB aware

Deliverables: Structured draft ready for legal/commercial review
CTA: Discuss tender support →

Continuous Compliance Monitoring

Problem: Ownership or spend changes mid-year silently threaten the level you plan to defend at verification.

Solution: Watch registers, procurement extracts, and EE reports; alert when a change would move your estimated level.

Benefits: Early warning on drift and certificate expiry, with a clear next step for the compliance owner.

Folder watchersScore driftCert expirySharePoint

Deliverables: Alerts with plain-language notes and suggested re-check
CTA: Ask about monitoring →

Dashboard & Governance Reporting

Problem: Leadership and bid teams lack a single, current view of estimated level, open risks, and deadlines.

Solution: One place for estimated status, remediation items, verification and tender deadlines, and a full run log.

Benefits: Board-ready packs and tender annexures without a weekend scramble — always with human approval before export.

Live estimateDeadline calendarAudit trailBoard pack

Deliverables: Governance pack PDF, findings report, activity log
CTA: Request a walkthrough →

Elements the Verification Agent scores

Aligned to the Generic Scorecard structure used by SANAS-accredited agencies. Sector codes may re-weight elements; the agent loads the pack that matches your measured entity.

Ownership Priority

Voting rights (25%+1 target), economic interest, Net Value with time-based graduation, designated groups. Look-through on trusts and intermediate companies. 40% of Net Value points = sub-minimum.

Management control

Board and executive participation by race and gender against Statement 200 targets. Senior, middle, and junior management; employees with disabilities.

Skills development Priority

Spend vs leviable amount (typically 6% target), learnerships, absorption bonus. Classification of black training providers. 40% of element weighting = sub-minimum.

ESD Priority

Preferential procurement against TMPS, supplier development, enterprise development. Beneficiary eligibility and empowering-supplier status. Sub-minimum on each category.

Socio-economic development

Typically 1% of NPAT toward income-generating initiatives for black beneficiaries — timing within the measurement period and evidence of beneficiary status checked.

Miss any priority-element sub-minimum and the discounting principle reduces your overall level by one. Draft 2026 Code amendments under public comment may adjust weightings — rule packs will track the gazetted final text.

Deployment

Software runs where your documents already live.

ON-PREM

Your server or VM

Runtime installed behind your firewall. File-system and optional SharePoint / Drive watchers. Nothing uploaded to a foreign cloud by default.

PRIVATE CLOUD

Your tenant

Same agents in a VPC or private Azure/AWS account you control. Suitable for groups with central IT standards.

API

Enterprise only

REST hooks for ERP / CRM sync when volume and integration demand it. Scoped during enterprise onboarding.

How Hermes runs a job

One orchestration pattern for every pre-audit, tender draft, and monitor alert — versioned, parallel where safe, and always gated by a human.

01

Ingest & classify

Evidence pack or RFP is hashed, classified (scorecard vs tender vs monitor event), and bound to a measurement period or tender ID.

02

Load rule pack

Generic, sector (Construction, ICT, FSC, Legal…), or specialised Statement 004. Pack version is written to the run log.

03

Spawn specialists

Ownership, Skills/ESD, Tender clause, Local Content Scout, and YES tracker run as async sub-agents where the job needs them.

04

Synthesise & gate

Hermes merges findings, ranks remediation, and holds output until the compliance owner approves. Nothing ships to a tender or board pack unattended.

Agent	Owns	Does not
Hermes	Routing, pack version, parallelisation, audit log, approval gate	Element scoring itself
Verification	Scorecard pre-audit, priority sub-minimums, findings	Issue certificates
Tender Response	Clause map, preferential draft, local-content / CIDB flags	Submit bids or sign forms
Continuous Monitor	Drift alerts, cert expiry, ownership/spend triggers	Auto-change share registers
Governance	Scoreboard, deadlines, board/tender export packs	Replace board judgement
Ownership Analyst	Net Value, trusts, flow-through, fronting indicators	Design or approve ownership deals
Local Content Scout	Designation detection, SBD 6.2 returnable checklist	SABS verification or % calculation

Agent detail — what runs under the hood

Enough specificity for a compliance officer or IT lead to judge fit. Not marketing fluff.

Verification Agent

Parses share registers and trust deeds for look-through ownership
Applies net-value graduation and designated-group indicators
Checks board / executive demographics against Statement 200 targets
Classifies skills spend vs leviable amount; flags non-qualifying providers
Tests ESD preferential claims against TMPS and beneficiary status
Flags priority-element shortfalls that would trigger discounting
Reconciles skills claims against leviable-amount logic (not only management payroll)
Surfaces certificate-expiry risk on ESD supplier claims within the measurement period
Outputs risk-ranked findings with estimated point impact in rand terms where spend is involved
Records rule-pack version on every run for auditability

Tender Response Agent

Extracts mandatory vs preferential clauses from RFP / RFQ PDFs and Word
Maps B-BBEE recognition level to preferential points under PPPFA 80/20 or 90/10 (or specific goals stated in the RFP)
Inserts consistent certificate claims (level, black ownership %, women ownership where relevant)
Reuses approved language from a folder of past winning responses
Flags conflicts (e.g. claiming Level 2 while certificate says Level 4)
Surfaces mandatory vs functionality vs preference phases so legal knows what is scored when
Flags designated local-content clauses and typical returnables (SBD 6.2 / Annex C–E) when present in the RFP
Notes stated CIDB grade or class requirements on construction tenders as eligibility gates
Produces .docx structure ready for legal and commercial review — not a final bid

Continuous Compliance Monitor

Watches configured folders or SharePoint / Drive libraries
Re-runs ownership and procurement snapshots when files change
Compares estimated level to last baseline; alerts on drift
Certificate expiry countdown (12-month SANAS validity)
Email or dashboard alert to named compliance owner
Full audit log of what changed and when the agent ran

Dashboard & reporting

Live estimated level and element breakdown
Open remediation items with owners and due dates
Calendar of verification and major tender deadlines
Export: findings PDF, board governance pack, activity CSV
Role-based view (compliance vs read-only executive)
No training data leaves the premises — reports stay local

Security & POPIA posture

Designed for share registers, EE reports, and tender files — not for multi-tenant training on your data.

🔒

On-premise default

Runtime installs on your VM or private cloud. Processing stays inside your perimeter unless you enable an optional connector.

📋

Audit trail

Every agent run is logged: input hash, rule-pack version, timestamp, operator. Exportable for internal audit.

👤

Human sign-off

The system proposes findings and drafts. Final affidavit and tender submission remain human-approved.

📦

Rule-pack versioning

Gazette-aligned packs are versioned. You know which Code edition produced a given report.

Support & updates

SAST

Business hours support

Email support on Starter; priority queue and monthly check-in on Growth. Enterprise gets a named contact.

VER

Versioned rule packs

Every findings report records the Code pack version. Updates ship without a full reinstall.

SLA

Uptime of your runtime

You host the agents. We support the software; your IT controls the VM or private cloud SLA.

DOC

Operator docs

Install guide, scorecard mapping checklist, and a short “first verification season” playbook included.

What to prepare for a pre-audit

Redact where needed. The clearer the pack, the more useful the findings list.

Ownership

Share register or members list
Trust deeds / shareholder agreements (if any)
ID/status indicators for designated groups

Management & skills

Board and executive list
EE report extract
Skills spend vs leviable amount (EMP201-aligned summary preferred)
WSP/ATR acknowledgement if available

ESD & SED

Procurement extract (TMPS base)
Supplier B-BBEE certificates / affidavits with issue dates
Supplier development and enterprise development agreements
SED beneficiary schedule

Affidavit / cert

Draft affidavit or last certificate
Financial year-end / measurement period
Sector code if not Generic
YES participation evidence if claiming level-up

Services built for BEE and tenders