This document provides an introduction and overview of the Task Force Portal for a group reviewing South Africa's regulatory framework for social enterprises. It outlines the agenda, introduces the task force members, and describes the role of the Impact Trust. It explains that the task force will provide feedback on research analyzing the feasibility of implementing similar corporate structures for social enterprises in South Africa. Finally, it provides an overview of the portal's features and how task force members can use it to review documents, ask and answer questions, and contribute comments to help frame the regulatory framework.

1. SA Regulatory Framework Review & Design:
Introduction to the Task Force Portal
August 2012

2. AGENDA
1. Welcome
2. Meet the Task Force
3. Introduction of the Impact Trust
4. SA Regulatory Research Overview
5. Role of the Task Force
6. Expectations of the Task Force
7. Overview of the “Task Force Portal”
8. Questions & Answers

3. TASK FORCE
 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)

4. INTRODUCTION OF THE IMPACT TRUST
 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

5. SA REGULATORY RESEARCH OVERVIEW
 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

6. QUESTIONS / THOUGHTS /
REFLECTIONS / SUGGESTIONS

7. THE ROLE OF THE TASK FORCE
 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

8. WHAT WE EXPECT FROM YOU
 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

9. THE TASK FORCE PORTAL
 URL: impacttrust.co.za
 Log-in details to be provided to each Task Force member

10. TERMS AND CONDITIONS
 Accept the terms and conditions

11. WORKSPACE IN A CONSISTENT FORMAT
 The portal is similar to a blog with dedicated pages for input

12. WORKSPACE IN A CONSISTENT FORMAT
 Use the right-hand menu for quick access to recent changes and
the Task Force bios

13. “USING THE PORTAL” TAB
 Review instructions on how to use the portal
 Add a comment if you have any questions about the portal

14. “DOCUMENTS FOR REVIEW” TAB
 Documents are listed in 2 tables:
 Existing South African Policy Documents
 Documents produced by the research team
 Comment on any documents listed in the comments field
 Search for any documents available in the Portal

15. “QUESTIONS AND ANSWERS” 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”

16. “RELEVANT PUBLICATIONS” TAB
 Publications are listed in 2 tables:
 Task Force recommended reading
 Other general resources
 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

17. YOUR COMMENTS – BLOG STYLE
 Add comments to questions or documents in the Comment field
on each page
 Comments are posted to the portal immediately

18. NAVIGATION
 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

19. IMMEDIATE IT SUPPORT
 The Portal has a dedicated page for immediate IT support
 Click “Need help or having problems” to submit your issue

20. QUESTIONS / THOUGHTS /
REFLECTIONS / SUGGESTIONS

21. Thank you