Download - Impact Trust Task Force
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SA Regulatory Framework Review & Design: Introduction to the Task Force Portal
August 2012
AGENDA
1. Welcome2. Meet the Task Force3. Introduction of the Impact Trust4. SA Regulatory Research Overview5. Role of the Task Force6. Expectations of the Task Force7. Overview of the “Task Force Portal”8. Questions & Answers
Luciano Balbo - Oltre Venture (Italy) Margaret Bolton - Consultant (UK) Robert Hodgkinson - Venturesome (UK); Cabinet Office (UK) Robert Lang - CEO L3C Advisors (USA) Marcus Owens - Caplin and Drysdale (USA) Beth Richardson - GIIRS, B Lab (USA) Arthur Wood - Total Impact Advisors (Switzerland) Stephen Lloyd - Bates Wells Braithwaite (UK)
TASK FORCE
An independent public benefit advocacy organisation
Founder / shareholder of Nexii
Primary mission:
to facilitate and increase the flow of capital to initiatives with an intentional social or environmental purpose and impact
Activities:
Dedicated research programmes to support field-building activities Conceptualisation, R&D, and testing of new financing mechanisms and models Advocacy Capacity development and training Research, comparative assessment and benchmarking of local and global
practices and standards
INTRODUCTION OF THE IMPACT TRUST
Supported by the National Treasury and South African Revenue Services (SARS) in South Africa
Funded by the British High Commission and the United States Agency for International Development (USAID)
Research objectives:
To identify and explore potential features for an alternative corporate, financial, legal and taxation policy and regulatory framework for
defined SMEs and high impact businesses in South Africa
To develop a white paper for submission and consideration by National government by March 2013
SA REGULATORY RESEARCH OVERVIEW
QUESTIONS / THOUGHTS / REFLECTIONS / SUGGESTIONS
Provide insight into the global corporate structures available to social enterprises
Provide feedback on the research and analysis of the implementation feasibility of similar structures in South Africa
Participate in the critique of documents
Advocate for the needs of social enterprises and how these can be addressed through appropriate corporate structures
Comment on key issues affecting the design and application of dedicated corporate structures for South African social enterprises
THE ROLE OF THE TASK FORCE
Comment on questions, documents and issues in the Portal
Input on critical industry-related issues
Participate in stakeholder research and workshops
Contribute to the discussion on creating a framework
Help frame our thinking and planning on creating an alternative framework for South African businesses
WHAT WE EXPECT FROM YOU
URL: impacttrust.co.za
Log-in details to be provided to each Task Force member
THE TASK FORCE PORTAL
Accept the terms and conditions
TERMS AND CONDITIONS
The portal is similar to a blog with dedicated pages for input
WORKSPACE IN A CONSISTENT FORMAT
Use the right-hand menu for quick access to recent changes and the Task Force bios
WORKSPACE IN A CONSISTENT FORMAT
Review instructions on how to use the portal
Add a comment if you have any questions about the portal
“USING THE PORTAL” TAB
Comment on any documents listed
Please use the comments field for your input
Search for any documents available in the Portal
“DOCUMENTS FOR REVIEW” TAB
Help answer questions and address issues
Use Search tool to find specific information on this page
Use this tab to post a question by clicking “Ask a question”
“QUESTIONS AND ANSWERS” TAB
Access any documents used for the literature review
Upload documents to the Resource Centre by clicking “Upload your own document”
Search for any document stored in the Portal
“RESOURCE CENTRE” TAB
Add comments to questions or documents in the Comment field on each page
Comments are posted to the portal immediately
YOUR COMMENTS – BLOG STYLE
Use the Navigation buttons to: Home – go to the portal’s Home Tab
About us – read more about Nexii and the Impact Trust
Contact us – directly contact the Nexii and Impact Trust team
Log out – log out of the portal session
NAVIGATION
The Portal has a dedicated page for immediate IT support
Click “Need help or having problems” to submit your issue
IMMEDIATE IT SUPPORT
QUESTIONS / THOUGHTS / REFLECTIONS / SUGGESTIONS
Thank you