Professional Documents
Culture Documents
© 2009
International Finance Corporation
2121 Pennsylvania Avenue, N.W.
Washington, D.C., 20433 U.S.A.
Telephone: 202-473-1000
Website: www.ifc.org
E-mail: IFCLinkages@ifc.org
For the last five years, the trend in South Africa has
been such that there are fewer women graduating
from Universities in fields such as surveying, electrical
and mining engineering. In addition, as soon as they
graduate, women are quickly absorbed into the market
by the highest paying employer. While mining is
prepared to pay a high premium for few women
graduates, the mining brand and the images thereof
still remain dominated by strong masculinity. This is
because mining is perceived to be a brutal profession
meant for tough men. Given the prevailing perceptions
and numbers of female graduates there is a slim chance
that women will arrive at mining gates.
ABBREVIATIONS
AIDS - Acquired Immunodeficiency Syndrome KPI - Key Performance Areas
CEO - Chief Executive Officer TOR - Terms of Reference
HIV - Human Immunodeficiency Virus WIM - Women in Mining
IFC - International Finance Corporation
Introduction 5 APPENDICES 42
Mapping WIM Process to Organizational Appendix A: Sample Agenda of a Stakeholder
Departments 9 Workshop 43
PROGRAM LEADERSHIP 11
Appendix B: Scope of Work of an Employment
Prepare 12
Equity Audit 44
Step1: Secure Management Commitment and
Set Incentives 12 Appendix C: Template of Program Design/
Step 2: Audit Current Status and Climate 14 Work Plan 46
Step 3: Develop Overall Plan and Appendix D: TOR of the Program Coordinator 47
Management Structure 15 Appendix E: Sample Appointment Ratio Tool 48
Step 4: Monitor and Continuously Improve
Appendix F: Sample Women in Mining
Program 16
ENGINEERING 20 Dashboard 49
Prepare 21 Appendix G: Sample TOR for a Household
Step 1: Prepare Physical Environment for Women 21 Wellness Survey 51
MEDICAL 23 Appendix H: Sample TOR for a Salary
Prepare 24 Disparity Study 54
Step 1: Conduct Health Risk Assessments for
Appendix I: Sample TOR to Incorporate Gender
Women in all Jobs 24
in a Health Risk Assessment 63
Step 2: Categorize all Jobs by Physical
Requirements 25 Appendix J: Sample Physical Requirement for
Recruit 25 Select Jobs 65
Step 3: Conduct Gender-neutral Strength and Appendix K: Sample List of Appropriate Jobs
Health Assessments 25 for Women 66
HUMAN RESOURCES 27 Appendix L: Sample TOR to Develop Sexual
Prepare 28 Harassment Training 67
Step 1: Develop Women in Mining Policies 28
Appendix M: Sample Situation Analysis and
Step 2: Develop a Recruitment Action Plan 30
Recruit 31 Forecast for Pregnant Women 69
Step 3: Recruit Women 31 Appendix N: Example of a Newsletter 70
Retain 32 Appendix O: Sample TOR to Develop a Sexual
Step 4: Provide Career Development Support 32 Harassment Video 71
Step 5: Provide Lifestyle Support 32
Step 6: Develop an Alternative Placement System for
Pregnant and Breastfeeding Women 33
TRAINING, CULTURE CHANGE &
COMMUNICATIONS 37
Prepare 38
Step 1: Prepare Workforce through Sensitization
Training 38
Recruit 39
Step 2: Conduct Induction on Sexual
Harassment and Maternity Policies 39
Retain 39
Step 3: Provide Sexual Harassment Training
and Preparedness 39
Step 4: Ongoing Communications and Training
Events to Support Women 40
Conclusion 41
Context
In July 2007, the International Finance Corporation
(IFC), a member of the World Bank Group, entered
into a three-year partnership with Lonmin, the world’s
third largest primary platinum producer, based in
South Africa. The goal of the partnership is to promote
the sustainable development of Lonmin’s workforce and
the communities that surround its mining operations.
Considering that Lonmin has a legislative requirement,
set by the South African Department of Mining, to
integrate women into its workforce so that they make
up 10 percent by 2010, a key focus of the partnership
1
Extractive Industries Review http://irispublic.worldbank.org/85257559006C22E9/All+Documents/85257559006C22E985256FF6006843AB/$File/volume1english.pdf
2
Integrating Gender Issues into Mining Sector Operations, Guidance Note by IFC GEM program. February 2008
3
Ibid I
4
The Lonmin-IFC Women in Mining program seeks to promote the employment and retention of women in Lonmin’s workforce.
• Program leadership: The program leadership would • Human Resources: Human Resources’ function is to
include the Program Coordinator once he/she has focus on the recruitment, management and career
been identified, along with the program champions development of the workers in the mine. This
identified in the company and the steering team plays a crucial role in a WIM program: its
committee. The program leadership plays a key responsibility is to scout for and recruit the women
role in designing the program and facilitating its required by the mining operations.
implementation.
• Training, Culture Change and Communications: The
• Operations (core mining): The mining industry has training, culture change and communications teams
three main areas of operation: core mining, processing play the very important role of psychologically
and administration. The bulk of mining jobs are preparing the members of an organization for the
concentrated in core mining and in other technical introduction of women into the workforce, using
areas, so while the program leadership plays a key various training methodologies and communication
role in setting the framework for the program, it is strategies.
the role of the Operations Department to make the
program a reality. The Operations Department can Implementation Phases
be considered the “engine” of a mining operation.
The program leadership, along with all the departments
just discussed, can implement the WIM program in
• Engineering: The Engineering Department is
three phases: Prepare, Recruit and Retain.
responsible for ensuring that all the technical
and physical requirements necessary for a well-
• Preparing is the most crucial phase of the
functioning mine, including equipment and
program. It lays the foundation for the rest of the
building requirements, are met. In the context
program by: securing management commitment;
of a WIM program, the role of the Engineering
establishing policies; management and monitoring
Department would be to make sure that the physical
structures; preparing the company for a culture
environment at the mine is conducive to meeting
change; analyzing barriers to women recruitment;
the needs of women.
and creating an appropriate social and physical
environment for women.
• Medical: The medical team at a mine ensures that
all new and returning workers, including women,
• Recruiting involves setting recruitment targets
meet global health and physical gender-neutral
for women, screening and selection of women
standards required for their particular mining jobs.
candidates and induction training for women.
Operations
Program Leadership
Prepare
Step 1: Secure Step 1: Prepare Step1: Conduct Step 1: Develop Step 1: Prepare
management the physical health risk Women in workforce
commitment environment assessments for Mining policies through
and set women on all sensitization
incentives jobs Step 2: Develop training
a recruitment
Step 2: Audit Step 2: action plan for
current status Categorize all women
and climate jobs by physical
requirements
Step 3: Develop
overall plan and
Recruit
management
Step 3: Conduct Step 3: Recruit Step 2: Conduct
structure
gender-neutral women induction
strength on sexual
Step 4:
and health harassment
Monitor and
assessments and maternity
continuously
policies
improve
program
Retain
Step 4: Step 3:
Provide career Provide sexual
development harassment
support training and
preparedness
Step 5: Provide
lifestyle support Step 4: Provide
ongoing
Step 6: Develop communications
an alternative and training
placement events to
system for support women
pregnant and
breastfeeding
women
Prepare
Step 1: Secure management commitment and set incentives
Based on which drivers are important, company • Core operations (mining and processing);
leaders should decide on the type and extent of its • Recruitment;
commitment.
• Communications;
Next, for any program, particularly one that attempts • Organizational development;
to bring about a culture change like incorporating • Community development;
women into a traditionally male-dominated industry,
to be successful, it is essential to have unwavering • Training;
management commitment, followed by stakeholder • Local community;
buy-in at all levels.
• Women workers; and
• Unions and/or organized labor.
D. Create Incentives
Ultimately, it is important to remember that Magdonia Masuku, Loco Operator at K3
organizations, departments and people work on economic
principles, and if they do not have an incentive to
perform a certain task, they will not do it. Department
and staff incentives should be aligned to the achievement
of women targets. In the absence of such incentives, the
temptation to avoid a difficult task, such as integrating
women, is high. Hence it is important to incorporate
appointment of women into the:
• Balanced scorecards of all the stakeholder depart-
ments; and
• Key performance indicators of the Program Coordi-
nator, hiring managers and other relevant staff.
5
Consisting of a Chairperson, Deputy Chairperson, Secretary, Treasurer and Advisor
Prepare
Step 1: Prepare the physical environment
Recruit
Retain
Prepare
Step1: Conduct health risk assessments for women on all jobs
Retain
6
Ergonomics is the science of designing the job, equipment and workplace to fit the worker.
RECRUIT
Key Partners: Human Resources; Training, Culture These tests should be conducted in a manner that is as
Change and Communications transparent as possible in order to ensure that they are
gender neutral.
Step 3: Conduct Gender-neutral
Strength and Health Assessments Communication
Once all the jobs have been categorized by their The medical team should work with the human
physical requirements and their associated health risks resource, training , culture change and communications
have been assessed, the medical team is ready to use teams to communicate information about these tests
this knowledge to test new women candidates. to potential women candidates. Thereby, women can
be better prepared for the tests when they arrive to
The medical assessments for new recruits should be undergo them.
gender neutral and generally include the following
tests: Injured and Returning Workers
• Basic medical fitness (weight, blood pressure); The gender-neutral strength and health assessments also
need to be conducted each time an injured, sick or on-
• Basic physiological fitness (heart rate, body
leave worker is returning to work to ensure that he or she
mass index);
can still perform the same job without any difficulties.
• Heat tolerance screening to ensure workers can
tolerate the intense underground heat; and
• Physical and functional work capacity tests based
on the physical requirements of the job determined
in Step 2.
Nokthula Mpokeli,
Loco Operator at K3
2. Maternity Policy
The recruitment action plan should follow a four step Lack of required physical ability: In order to effectively
process. do a mining job, workers are required to have a basic
physical and physiological fitness test (heart rate, body
A. Shortlist Most Easily Filled Jobs mass index), and are also required to pass through a heat
for Women tolerance test in order to ensure that they can survive
the high temperatures underground. Women who are
While it may be determined that women are eligible overweight may fail the physical strength tests.
for any job at the mine, in order to reach targets
rapidly, a mine’s management team may want to focus C. Develop a Recruitment Action Plan
on targeting specific jobs for women. Using a 80-20
principle, the ideal jobs would be those that require Once the main recruitment barriers have been identified,
low physical strength, low prior experience and a recruitment action plan, aimed at addressing the key
training level, and have high volumes. (See Appendix barrier preventing more women from entering the
K for sample list of appropriate jobs for women.) workforce, should be drawn up. Depending on the
identified barrier, some actions that can be taken are:
B. Analyze Recruitment Barriers • Marketing awareness: This would be to inform
the community about such aspects as potential
There are many barriers to recruiting women. It is
job openings for women and procedures and
important that a company rigorously analyzes specific
requirements for application.
recruitment barriers to understand what keeps women
from joining the company: • Skills upliftment: This would encourage women in
the community by providing them with channels to
Lack of information and/or appetite: The issue to improve their educational, as well as physical skills.
consider here is whether women in the local community This could include training options and bursaries.
find it attractive to work in the company. Often this
• Lifestyle programs: Put an intensive physical
is because of a basic absence of information about the
training program in place that will enable women
nature of mining jobs, their availability for women,
to pass physical and functional assessments.
cultural stereotypes about women working in mining,
and women viewing mines as lifestyle-unfriendly
D. Set Targets Using Appointment
places for when they are pregnant, breastfeeding or
Ratio Tool
have children.
The hiring manager should set targets for the selected
Low supply: There might be low number of adult women jobs using the Appointment Ratio Tool,
women available to work (women between the ages of discussed under Step 4 of Program Leadership. In
20 and 49 are considered an existing supply), as well addition, the targets should be set proportionally by
as a low pipeline of women students (ages 15 to 19) department and/or shaft so that hiring managers know
who could be potential future employees (this can how many women they need to have in the department
be estimated doing some trend analysis). A common and/or shaft and can be held accountable for achieving
reason observed for this is a high dropout rate from those figures.
school.
Business Case
While there is always the option of sending women
home on paid maternity leave packages, there is a strong
business case for finding alternative placement for the
women. Not only is it financially beneficial for the
woman and her family if she continues earning a good
salary in view of the upcoming birth, but it is also a way
for the company to retain the woman as an employee
and reduce the possibility of her quitting the job.
2. Send home on paid leave • Keep women employed • Frustrating for women to not
• Women receive salary & work
benefits or only benefits • Negative impact on retention of
women
Establish Process
A formal process - a standard and systematic process
for alternative placement should be put into place. A
three-step process, with some associated challenges, is
described here:
1. Pregnancy Notification
Challenges
Often women do not disclose their pregnancy for fear
of not being able to continue working or, if they have
only recently joined the company, they may fear it
would disqualify them from getting maternity benefits.
Moreover, there is a need to create awareness and
understanding regarding the maternity policy among
women and give them the assurance that the policy is
for them and not against them. That way, more women
will feel more comfortable about disclosing their
pregnancies.
3. Maternity Leave
Step 1: Prepare Workforce Through examples of women who are competently performing
Sensitization Training their jobs will go a long way to changing mindsets.
Once these successful women are in place, they can be
Preparing an organization for a big social change, such ambassadors, along with the men that they work with,
as including women in its workforce, is as much a for the change needed.
psychological process as it is about getting the right
systems in place. The company can prepare for the This training can be incorporated as a part of induction,
introduction of women and create a social environment during weekly team meetings, during special sessions,
that is conducive for them to enter the industry by during safety breaks, or through a number of other
undertaking a number of measures, as described here: avenues. Think creatively about where and how to
reach the workforce.
Diversity management training: Given that the
male-dominated culture of the mining industry may Targeted communication: Specific messages should be
be dismissive of women’s ability to do certain jobs, regularly targeted to all company staff. These messages
especially in the core mining functions, there is a need would drive home the point that women are fellow
to change the mindset in the company with regard humans, negate the myth that women are unable to
to women. The company staff needs to be sensitized work in a mining environment using case studies,
towards working with women, viewing them as fellow and sensitize the workforce about the challenges that
workers and believing that women can indeed also do women face, such as sexual harassment and pregnancy.
physically demanding jobs. (See Step 4 for more information on developing a
communication strategy.)
Ideally, this training should be conducted before
women are introduced into the workforce so that
people already in the organization are psychologically
prepared to work alongside them; this training should
then be repeated at regular intervals. Highlighting
Step 2: Conduct Induction on Sexual equity, pregnant and breastfeeding women, and sexual
Harassment and Maternity Policies harassment.
RETAIN
Step 3: Provide Sexual Harassment Empowerment training for women: Women should
Training and Preparedness be empowered with the knowledge of what sexual
harassment is, their rights and the grievance process in
Sexual harassment is a particularly important issue the event of sexual harassment. These trainings should
when introducing women into a historically male- be conducted with new recruits during induction and
dominated environment. Resistance to the introduction repeated at regular intervals.
of women may often show as sexual harassment. Sexual
harassment can take the form of unwanted verbal or Training for line managers, members of the grievance
physical advances, exchanges of promotions or money committee and investigators: In addition to training
for sex, or other means of creating a sexually charged the new recruits, trainings on all women-related
and hostile working environment. Sexual harassment policies and procedures should be organized for all staff
can occur between members of the same sex, and from during each induction cycle. In addition, specialized
women directed to men, although male to female training should be conducted for line management and/
sexual harassment will probably be the most common or supervisors assigned to investigate grievances cases,
form when introducing women into historically male- especially those of sexual harassment.
dominated environments.
Ongoing visibility, communication and support: There
A few steps need to be taken to prevent sexual harassment should be an ongoing visibility and communication
in the workplace. These include: strategy to ensure that the entire company and its
workforce are fully aware of issues, policies and
procedures related to sexual harassment.
e) Managers.
ACTIVITY TIMELINE
Introduction
Expectations and objectives for the session 13:00-13:15
Collate and analyse information regarding race, 4. Policies, Standards, Procedures and Practices
gender and disability per level and occupation.
In order to establish whether there are any barriers
Advise whether targets, which have been set, are
to the employment of designated groups or any
realistic and provide a full analysis of trends with
unfair discrimination in the policies, standards
statistics and graphs.
procedures and practices of the company, there must
be a detailed examination of all policies, standards,
2. Physical Audit
procedures and associated practices.
Nadia Suliman,
a General Worker
- Rowlands Shaft
Qualifications
The Coordinator would be a graduate student with
a background in project management and women’s
issues.
Principal Tasks
100%
80%
60%
40%
20%
0%
-20%
300%
250%
200%
150%
100%
50%
0%
FY07 YTD Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Average
Target Actual
600
500
400
300
200
100
0
FY07 YTD Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Average
15
10
05
0
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Target Actual
180%
160%
140%
120%
100%
80%
60%
40%
20%
0%
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
Consultancy to implement a household baseline survey and case The baseline survey must yield at least 80
studies in community questionnaires completed by women and at least
80 completed by men. The distribution of positions
1. Background filled by the 80 female respondents must be identical
or very similar to the distribution of positions filled
<Insert background on company “XYZ” and project by the 80 male respondents. (For example, we cannot
as needed.> have the 80 men all in mechanized operations and
the 80 women dispersed across <company XYZ>’s
2. Focus and Scope of this Survey other operational units.)
The underlying premise of this project is that by The consultant would also identify five male and
hiring more women, <company XYZ> produces five female candidates for case studies from among
greater development impact than it would if it hired the survey respondents. These 10 individuals would
only men. Thus, a central goal of the consultancy be interviewed three times over a six-month period,
is to estimate the differential impact on household and each case study would culminate in a report of
wellbeing of hiring women versus men. This is an approximately 500 words (about two pages).
issue of great practical and operational relevance for
<company XYZ>. The consultancy is expected to begin in <insert>
and end in approximately<insert>_________.
Therefore, the question of immediate interest is:
When <company XYZ> has a choice between At the very least, for each survey respondent, the
hiring a man and a woman for the same job, what consultant is expected to provide information on a
is the differential development impact of hiring a broad set of indicators:
woman?
• Characterization of sampled household in
terms of demography, education level, gender
A central goal of the project is to increase income for
of household head, health indicators, standard
women and reduce poverty within their households
of living, access to production resources (land,
and communities. To track progress toward this goal
labor and capital) and household expenditure
requires tracking the impact of a mining income on
patterns;
the households of newly hired women compared
to households of newly hired men. After sufficient • Estimated current levels and sources of incomes
time has passed, such that program effects could be for sampled households; and
reasonably expected to be observed at the household • Data at village or other relevant level about
level (one year), another survey would be done of social amenities, access to physical infrastructure
participating households. Note that all respondents (roads, electricity, local markets, etc).
would be employees of <company XYZ>.
The case studies should tell a coherent and well-
To this end, the successful bidder for this TOR will, documented story about what happens to employees
in close partnership with <company XYZ>, design (e.g., financial status, health status, etc.) after they are
and implement a survey, which would be completed hired and how being hired affects their households.
by newly hired male and female employees of the
company. Our goal is to implement this survey on
an ongoing basis for approximately four months (to
The short-listed bidders will be required to consult The consulting firm will have a contract that will
with <company XYZ> to finalize the terms of end approximately in <insert>________. The firm
reference of this survey. After the terms of reference will receive payments according to the following
have been finalized and tenders of short-listed schedule:
bidders evaluated, the tender will be awarded.
• 10 percent upon signing the contract;
NB: For all the instances of patterns occurring, In cases where gender and/or racial bias is detected,
analysis should be conducted for both race and gender concrete solutions should be proposed that <company
breakdown. So for example, if there is a pattern to give XYZ> can implement. The consultant should specify
black/colored/Indian managers higher salaries than short-term versus long-term solutions, as well as
relatively inexpensive versus more expensive solutions.
their white counterparts, show if this is equally true for
The consultant should also recommend other ways of
black/colored/Indian men as for black/colored/Indian measuring progress towards income equity, beyond
women. So within the racial analysis, gender should be simply analyzing the data.
Gender: Hiring
Differential Men Men entering the Data that shows a Acceptable. Ensure that
years of workforce have more statistical difference of competency is also a
experience years of experience than male vs. female years of measure beyond years
women (because women experience upon entry of experience for setting
have been caring for and a corresponding starting wages.
children or because wage gap. This difference
men have had more should be verifiable
opportunities in a male- across racial groups, or
dominated industry) and shown to apply to only
can therefore command one racial group.
a slightly higher entry
salary.
Market Women There are fewer female Market data (beyond Acceptable. Ensure that
premium for than male engineers in <company XYZ>) annual market studies
scarce skills the marketplace, and demonstrating female are done to continue to
women can therefore ability to command a justify higher wages.
command a higher higher salary in certain
starting salary. fields.
Risk Men An underground worker Produce evidence that Acceptable. Ensure that
premiums in (generally male) is started higher risk starting women are considered on
determining higher on the salary band salaries are placed higher an equal basis for higher
starting than an above-ground on the scale then lower risk jobs.
salaries worker (more women) risk salaries, regardless of
with the same level the gender of the hiree.
of skill because of the
danger associated with
underground.
Perception Men or A woman is perceived Data that controls for all To be proposed by
of different women as a less competent shift other variables and still consultant.
value based supervisor (traditionally shows a bias or evidence.
on gender a male role) and therefore Alternatively evidence
given a lower starting from people setting
salary. A man is perceived salaries.
as a less competent nurse
(traditionally a female
role) and therefore given a
lower starting salary.
Women Men Women are less likely to Data on proposed and To be proposed by
negotiators negotiate a higher starting negotiated salaries for men consultant.
not as good as salary and therefore, on vs. women.
men average, receive a lower
salary.
Gender bias Men A secretary (primarily seen This kind of disparity is Regrading of jobs.
in grading of as a women’s job) is graded not easily detected because Other remedies
job the same as a gardener the analysis controls for to be proposed by
(primarily seen as a man’s job categories and only consultant.
job) and therefore they does comparisons for
have equal pay, although men and women in the
arguably a secretary is a same category. There
higher skilled job than a is a need to analyze all
gardener. job descriptions to see if
grading has gender bias.
Bias against Men or A woman with children is An analysis that shows To be proposed by
people caring women seen as less valuable to the that people with primary consultant.
for children company because she has children responsibilities
commitments to care for (male or female) are given
her children. lower starting salaries than
those without.
Bias against Men or A person with no children An analysis that shows To be proposed by
those without women is seen as having lesser that people without consultant.
children salary requirements and children are offered lower
therefore given a lower salaries than people with
salary. children.
Market premium Women There are fewer female Market data (beyond Acceptable. Ensure that
for scarce skills than male engineers <company XYZ>) annual market studies
in the marketplace, demonstrating female are done to continue to
and women therefore ability to command justify higher wages.
command higher higher increases in
increases to retain them. certain fields.
Competency- Women A woman receives larger Evidence of lower Acceptable. Ensure that
based increases increases than her male starting salaries for women are rewarded on
counter-balance counterpart because women (based on fewer competency, and not just
fewer years of her original salary was years of experience) and to catch up with men.
experience lower (due to fewer years corresponding larger
of experience), but her increases.
current performance is
equal.
Fast tracking of Women An female manager is Evidence that female Acceptable. Ensure that
female managers fast tracked and receives managers are promoted clear targets are being
quick promotion to faster than men with met and that this is
help company reach its similar performance a temporary and not
targets. rankings. permanent measure.
Women not as Men Women are less likely Data on proposed To be proposed by
good negotiators than men to negotiate and negotiated salary consultant.
increases. increases.
Bias against those Men or A single person is seen An analysis that shows To be proposed by
without children women as having lesser salary that people without consultant.
requirements and children are offered
therefore given a lower lower salaries than
salary. people with children.
Market premium Black/ Black/Coloured/Indian Market data (for Acceptable. Ensure that
for scarce skills Coloured/ executives are fewer in <company XYZ>) annual market studies
Indian the marketplace, and demonstrating Black/ are done to continue to
can therefore command Coloured/Indian ability justify higher wages.
a higher starting salary. to command a higher
salary in certain fields.
Important to look at
Blacks, Coloureds and
Indians separately,
as there are possibly
different patterns for
each.
Racial profiling in Whites Jobs are seen to be This kind of disparity Regrading of jobs.
grading of job generally for Black/ is not easily detected Other remedies to be
Coloured/Indian people because the analysis proposed by consultant.
(i.e., HR, admin and controls for job
soft skills) vs. for category and only
Whites (i.e. engineering does comparisons for
and core operations Whites and Blacks/
management). Coloureds/Indians in
the same category.
Need to analyze all
job descriptions to see
if grading has a racial
bias.
Market premium Black/ Black/Coloured/Indian Market data (for Acceptable. Ensure that
for scarce skills Coloured/ managers are fewer in <company XYZ>) annual market studies
Indian the marketplace, and demonstrating Black/ are done to continue to
can therefore command Coloured/Indian ability justify higher wages.
higher increases to to command higher
retain them. increases in certain
fields.
Fast tracking Black/ An HDSA manager is Evidence that Blacks/ Acceptable. Ensure that
of Historically Coloured/ fast tracked and receives Coloureds/Indians are clear targets are being
Disadvantaged Indian quick promotion to promoted faster than met and that this is
South Africans help company reach its Whites with similar a temporary and not
managers targets. performance rankings. permanent measure.
<Company XYZ> will provide the electronic data. 5. Consultations and Awarding of the Tender
However, some of the data required for the project is
kept in files manually. The short-listed bidders will be required to consult
with <company XYZ> to finalize the terms of
3. Minimum Qualification for Bidders reference of this survey. After the terms of reference
a) At least five years of experience in conducting have been finalized and tenders of short-listed
quantitative and qualitative analysis on worker- bidders evaluated, the tender will be awarded.
level data (labor studies), preferably in <country
of operation>; and 6. The Consultant/Service Provider
b) Proven record of successful project completion The tasks will be carried out in consultation with
and professional survey teams. <company XYZ>’s Manager: Compensation &
Benefits and the company’s Employment Equity
4. Specific Outputs and Processes to be Reflected Specialist.
in Proposals
7. Deliverables
Technical and financial proposals must be submitted
at the same time, but under separate covers. The The successful bidder shall be responsible for
length of technical proposal, including all annexes, producing a final report, in both hard copy and
should not exceed 25 pages. Specific outputs and electronic format, that contains the following:
processes to be elaborated in the proposals:
a) Description of the methodology as outlined in
4.1 Technical Proposal paragraph 4.1 of the terms of reference;
b) Description and analysis of main survey findings;
Sample Selection and
a) Propose a methodology to be used for this analysis c) Recommendations on solutions to eliminate
that will accomplish the objectives. disparities based on the outcome of the survey.
b) Discuss the level of precision that this The successful bidder will be required to prepare a
methodology would provide, including a clear PowerPoint presentation on the main arguments,
identification of any potential shortcomings. findings and recommendations of the survey.
Criterion Weight
Experience and subject 50
expertise
Proposed methodology 30
Black economic 10
empowerment status (in
the case of South Africa)
Previous involvement 10
with <company XYZ>
TOTAL 100
Approximately <insert>.
Findings and recommendations should be presented The assignment will be carried out in various
in a detailed report, as well as a summary PowerPoint localities of <company XYZ>’s operations.
presentation (10 to 15 slides).
9. Confidentiality Statement
4. Invitation
All data and information received from <company
Experts in the areas, as envisaged in this terms XYZ> for the purpose of this assignment are to
of reference, are invited to submit technical and be treated as confidential and are only to be used
financial proposals for the implementation of the in connection with the execution of these terms of
project. Successful bidders will be selected on the reference. All intellectual property rights arising
basis of past experience, technical expertise and from the execution of these terms of reference
competitive pricing. Include a detailed summary of are assigned to <company XYZ>. The contents
previous experience in the scope of work and CVs of of written materials obtained and used in this
proposed personnel working on the project. assignment may not be disclosed to any third parties
without express advance written authorization.
5. Evaluation Criteria
10. Closing Date
The steering committee will establish an adjudica-
tion committee that will evaluate the responses from The closing date for submissions is <insert>. No late
the bidders. submissions will be considered. Only short-listed
candidates will be contacted. <Company XYZ>
reserves the right to modify this current scope of
Criterion Weight work if required. Please send four bound copies, as
Experience and subject 30 well as an electronic copy.
expertise
Black economic 10 Submissions will be sent to:
empowerment status <insert>
(in the case of South
Africa)
Previous involvement 5
with <company XYZ>
Quality of proposed 30
work
Value for money/ 25
financial
TOTAL 100
Kneeling 3
Maximum lifting 3
Frequent lifting 3
Pulling a load 3
Climbing stairs 2
Pushing load 2
Standing on ladder 1
Table top 1
Lashing unrestricted 3
Maximum lifting 2
Frequent lifting 2
Climbing stairs 2
Impact activity 2
Kneeling 1
Table top/stooping 1
Mining
1 Laborer Medium
8 Cleaner Medium
12 Administrator Low
14 Clerk Low
Process
<Company “XYZ”> Women in Mining Program <Company XYZ> will appoint the consultant to
Sexual Harassment Training conduct a series of trainings on sexual harassment.
The consultant must have demonstrated experience
1. Objective in conducting sexual harassment trainings within
traditionally male-dominated industries and
The objective is to address sexual harassment in the preferably within the mining industry. The tasks
mining environment of <company XYZ>. The first will be carried out in consultation with <company
phase of this work is to assist <company XYZ> to XYZ>’s Employee Relations Manager.
provide sexual harassment training to key groups at
the mine. The project includes: The work plan will focus on the following key
areas and/or tasks:
1. Design one-day training program for individuals
sitting on a grievance committee.
4.1 Design of the Training Manual/Program
2. Design one-day training program for investigators
• Design a customized one-day sexual harassment
who will be investigating sexual harassment
training curriculum for grievance committee
claims.
chairpersons.
3. Provide one day of training to approximately
• Design a customized one-day sexual harassment
20 <company XYZ> employees who will be
training curriculum for investigators.
investigating sexual harassment claims.
• Design two-hour empowerment training for
4. Provide five one-day trainings (20 people each,
women working underground.
reaching a total of 100) for individuals who sit
on grievance hearings at <company XYZ>.
4.2 Sexual Harassment Training
5. Conduct six two-hour hour empowerment
Conduct the sexual harassment training in line with
workshops (25 people each, reaching a total of
the existing sexual harassment training manual, as
150) for women working underground.
detailed below:
2. Background • Conduct training for 100 grievance committee
chairpersons and members who are responsible
<Insert background on company XYZ and project for investigating and adjudicating grievances,
as needed.> including workplace harassment complaints.
In total, five trainings will be conducted, each
3. <Company XYZ> Context covering a group of 20.
• Conduct sexual harassment training for
<Insert description of current state of sexual
approximately 20 investigators who are
harassment policy and processes, their state of
tasked with investigating all complaints and
implementation and state of training in company
grievances.
XYZ.>
• Conduct six two-hour empowerment workshops
(25 people each, reaching a total of 150) for
women working underground.
60 - older
1% 700
637
50 - 59
7%
600
512
500
40 - 49 20 - 29
33% 400
18%
285 101
300
200
30 - 39 100
41% 16 6
0
20 - 29 30 - 39 40 - 49 50 - 59 60 or Less
1000 10.0%
9.0%
800 8.0% 7.6%
2500 2434
2324
2213
2000 1895
1669
1500
1000
500
128 144 168 177 185
Total Women Plan Total Pregnant
0
2008 2009 2010 2011 2012
c) Processes for dealing with sexual harassment (one 9. Timeframes and Location of the Project
minute, 30 seconds): a voiceover by the celebrity
figure would explain the following: Location: The assignment will be carried out at the
<company XYZ> premises.
• Immediate reporting: voiceover/talking head
Timeframe: This assignment will be completed
and video of actors acting out a scene of
between <insert> and <insert>.
reporting;
• Grievance procedure process: voiceover with 10. Confidentiality Statement
shots of people meeting; and
• Rights of alleged victim and perpetrator All data and information received from <company
voiceover/talking head. XYZ> for the purpose of this assignment are to
be treated as confidential and are only to be used
d) Close out comments on zero tolerance for sexual
in connection with the execution of these terms of
harassment (one minute): This section will
reference. All intellectual property rights arising
include brief (five to 10 second shots) of the
from the execution of these terms of reference
celebrity figure, <company XYZ> workers and
are assigned to <company XYZ>. The contents
management, saying that they stand against
of written materials obtained and used in this
sexual harassment. The end of the video should
assignment may not be disclosed to any third parties
comprise group shots of people saying together,
without expressed advance written authorization.
“We at <company XYZ> stand against sexual
harassment.” The same slogan can be repeated
Submissions will be sent to:
again and again, in different languages, by
<insert>
different groups.