FOODBEV SETA PROVINCIAL WORKSHOPS

February 2015

PRESENTATION OUTLINE

 

1. Regulations and Discretionary Grant Policies • Grant Regulations• Grant Funding Policy

2. Mandatory Grant Presentation

3. Discretionary Grant Presentation

• Targets

1. REGULATIONS AND DISCRETIONARY GRANT POLICIES

CONTENTS• Grant Regulations• Grant Funding Policy

GRANT REGULATIONS • The SETA Grant Regulations (R990 of 3 December 2012) intend to improve

the quantity and quality of information received by SETAs (WSP, ATR,

PIVOTAL Planning, Training Reports)

• It also intends to promote PIVOTAL Programmes that address priority

scarce and critical skills needs, identified in Sector Skills Plans (SSP),

• Furthermore, the regulations seek to create a framework within which

expanded use is made of public education and training providers for the

provision of skills development Programmes.

GRANT REGULATIONS (cont.)

• Provide for SETAs to contribute to the work of the QCTO

• Discourage accumulation of surpluses and the carry-over of unspent funds

• Promote NQF registration and quality assure PIVOTAL programmes to

address scarce and critical skills needs

• Improve the quantity and quality of labour market information received by

SETAs

SETA FUNDING MODEL

80 % Skills Levy

10.5 % Admin & QCTO

49.5 % Discretionary

Grants

20 % NON-PIVOTAL

80 % PIVOTAL20 %

Mandatory Grants

GRANT FUNDING POLICY • The Grant Funding policy is aligned with the provisions of the Grant

Regulations published under the Skills Development Act in Government

Gazette No 27801, dated 18 July 2005, as amended in Government

Gazette No 29584, dated 2 February 2007, and Government Gazette, no.

9867, Vol. 570, 3 December 2012, no. 35940.

• For support of the National Skills Development (NSD) imperatives and

National priorities.

GRANT FUNDING POLICY (Cont.)

• Purpose of Grant Funding policy

o The allocation of discretionary grants to achieve the goals and objectives of the

FoodBev SETA as stipulated in the Scarce Skills Plan (SSP) and Annual Performance

Plan (APP).

o To support national and sectoral policies and initiatives that fall / operate within the

FoodBev SETA Scope.

o Describes the templates, format and process for accessing mandatory and

discretionary grants.

o To set out timeframes for processing of applications, communication of decisions, and

payment schedules.

DISCRETIONARY GRANT TIME FRAMES

• The Funding window has been opened from the 9th February to the 13th March 2015.

• Stakeholders are to submit Discretionary Grant Applications and PIVOTAL Plans

• FoodBev SETA may at its own discretion extend the funding window period based on the availability of funds.

• FoodBev will invite the stakeholders to submit Discretionary Grant applications.

• Upon receipt of applications, an Evaluation Committee shall compile a summary of recommendations for approval by the Board/Accounting Authority.

• The outcome will be communicated to the applicant after Board approval.

Discretionary Grant Tranche PaymentsGRANT TRANCHE

PAYMENTS

SUBMISSION REQUIREMENTS

Adult Education and Training (AET) Tranche 1: 20 % upon

registration

Signed learner enrolment with all supporting documents. Signed grant claim form

Tranche 2: 80 % on completion

(Level 1-3) Receipt of learners statement of results or certificate (Level 4) – submission of IEB learners certificate Signed grant claim form

Apprenticeships:

Contracted and Non-Contracted Artisan Learners (Over three years)

Tranche 1

Letter of commitment from the employer to contract the total allocated number of new artisan learners within the financial year

Detailed implementation plan Written agreement in place between the SETA and the Employer that is

a “contractual obligation” that allows the SETA to commit funds in advance for artisan related PIVOTAL programmes as required in the SETA Grant Regulations.

Tranche 2

Original copy of Learning Programme Agreement accompanied by relevant supporting documentation as determined by the SETA.

An on-site verification report by a SETA representative, confirming that the new artisan learners are in the process of being trained on site in the relevant trade as is indicated by the Learning Programme Agreement.

Discretionary Grant Tranche Payments (Cont…)

GRANT TRANCHE PAYMENTS SUBMISSION REQUIREMENTS

Tranche 3

Report from the Employer confirming that the artisan learner has reached the halfway point of the training programme.

An on-site verification report by the SETA representative confirming that there is on-site evidence such as training records, logbook, and other appropriate evidence that the halfway point has been reached.

Tranche 4

Recommendation for certification from NAMB for the new artisan learner .

DG TRANCHE PAYMENTS (Cont.)GRANT NEW TRANCHE PAYMENTS SUBMISSION REQUIREMENTS

Bursaries Employed

Tranche 1: 50 % (on registration )

Certified letter of acceptance or Proof of registration on a letterhead of an accredited South African Educational Institution

Signed learner registration form

Tranche 2: 50 % Submission of final examination results

Internships and Work Experience Tranche 1: 20%

Signed learner enrolment with all supporting documents.

Signed grant claim form

Tranche 2: 30%

Submit the proof of learner allowances Progress report Signed grant claim form

Tranche 3: 50%

Submit proof of learner allowances Close out report Signed grant claim form

DG TRANCHE PAYMENTS (Cont.)

GRANT NEW TRANCHE PAYMENTS SUBMISSION REQUIREMENTS

LearnershipsEmployed

Tranche 1: 20 %

Signed learner agreement with all supporting documents.

Induction moderation conducted Signed grant claim form

Tranche 2: 30 % Interval moderation report Signed grant claim form

Tranche 3: 50 % Exit moderation report Signed grant claim form

DG TRANCHE PAYMENTS (Cont.)

GRANT NEW TRANCHE PAYMENTS SUBMISSION REQUIREMENTS

Tranche 1: 20 %

Signed learner agreement with all supporting documents.

Induction moderation conducted Signed grant claim form

Tranche 2: 30 %

Interval moderation report Signed grant claim form

Tranche 3: 50 % Exit moderation report Signed grant claim form

NEW DG TRANCHE PAYMENT (Cont.)GRANT NEW TRANCHE

PAYMENTS

SUBMISSION REQUIREMENTS

Skills Programmes

Tranche 1: 20 %

Signed learner agreement with all supporting documents.

Signed grant claim form

Tranche 2: 80 %

Proof of completion Signed grant claim form

GRANT NEW TRANCHE

PAYMENTS

SUBMISSION REQUIREMENTS

Skills Programmes

Tranche 1: 20 %

Signed learner agreement with all supporting documents.

Signed grant claim form

Tranche 2: 80 %

Proof of completion Signed grant claim form

2. MANDATORY GRANTS

MANDATORY GRANTS CONTENT

Skills Audit Completing Mandatory Grants Mandatory Grants Criteria Reporting Period

SKILLS AUDIT • Skills audits are usually done to determine training needs in order for an organisation to

improve its skills and knowledge.

• The main purpose for conducting a skills audit in an organisation is to identify the skills and

knowledge that an organisation requires, and to determine the current skills and knowledge of

that organisation.

• The outcome of the skills audit process is to conduct a skills gap analysis. This information will

enable the organisation to improve by providing the appropriate training and development to

individuals to cater for the identified skill gaps.

• An audit could assist to determine changes and improvements needed that could be addressed

by training interventions.

SKILLS AUDIT (Cont.)

• Skills Audit process:

o Determine the education and skills levels of all employees

(performance appraisals and/or staff interviews);

o Compare the results to the required skills necessary to achieve the

organisation’s goals and priorities;

o Plan and implement training interventions to address any gaps or skills

shortages that are identified. Plans may focus on closing skills gaps or

training for growth - use your business goals and priorities may be

used as a guide.

MANDATORY GRANTS APPLICATION

• The Workplace Skills Plan (WSP) describes the main skills development

activities that are planned for the upcoming year and must reflect all

planned training:

• The Annual Training Report (ATR) is a follow-up on the WSP, as it reports

on the education and training interventions that were delivered during the

previous year. The ATR must reflect all training conducted.

HOW TO SUBMIT APPLICATIONS

• All Skills Development Facilitators (SDFs) must be registered

on the Management Information System to enable

completions.

• Ensure that the Authorisation Page has all the required

signatures before uploading.

• Submit all the supporting documents.

• Only on-line submissions will be accepted.

MANDATORY GRANTS CRITERIA• The Employer must pay levies to SARS and be registered with FoodBev

SETA (SETA 9).

• Submission of Mandatory Grant Applications due date is the 30 April 2015.

• Mandatory Grant Application must be submitted on-line in the format

prescribed by DHET and amended by FoodBev SETA.

• Has submitted WSP and ATR that contributes to the FoodBev SETA SSP.

• The WSP/ATR must include the OFO codes version 2013.

• At least 50% of planned training interventions implemented must be

reflected in the ATR.

MANDATORY GRANTS CRITERIA (Cont)

• The following supporting documentation must be submitted with the

Mandatory grant application:– Original cancelled cheque or Letter from the bank confirming banking

details (not older than 3 months),

– The latest minutes of the training committee,

– Authorisation and Stakeholder support declaration with all of the

required signatures.

• In case, where the organisation name changed, the SDF must ensure that

Change of Name certificate (or certificates) and cheque or bank letter is

submitted to FoodBev SETA

COMPLETING MANDATORY GRANTS REPORTS

• The WSP/ATR must be duly authorised and signed off by:

– Firms employing 50 or more employees:

– The Internal Training Committee / Skills Development Committee

including recognized labour representative

– The Owner / Chief Executive or HR Director

– Firms employing less than 50 employees:

– CFO/HR is to sign off to confirm that all information submitted on

WSP/ATR is correct.

COMPLETING MANDATORY GRANTS REPORTS (cont.)• Linking of Organisations

– Organisation with more than one SDL number can submit the consolidated Mandatory Grant Application to report all the organisations rather than submit the application for each organisation.

– The SDF needs to ensure that all organisations are identified and linked

to the main (mother) organisation.

– Skills development levy contributions can still be contributed to each

L- number and once the mother organisation is approved, Mandatory

Grants will be paid to all L- numbers that have contributed.

– SDF must indicate which banking details to be used to pay out to the

linked companies by submitting the bank letter.

MANDATORY GRANTS: UNCLAIMED GRANTS

• If the employer does not claim mandatory grants before the closing date

as per above, the employer will forfeit the mandatory Grants will be

forfeited.

• Mandatory grants will be forfeited by employers who fail to meet the

prescribed criteria outlined in this document.

• Mandatory grants not claimed within the stipulated time frame will be

transferred to the Discretionary grants on or before 15 August 2015.

3. DISCRETIONARY GRANTS LEARNING PROGRAMMES

DISCRETIONARY GRANTS

Content Allocation of Discretionary Grants PIVOTAL Programmes Qualifying Criteria Challenges

ALLOCATION OF DISCRETIONARY GRANTS:• The Seta may determine and allocate Discretionary Grant in support of the

following: – PIVOTAL – 80% of Discretionary Fund– NON PIVOTAL - 20% Discretionary Funding of programmes other than

PIVOTAL programmes to develop the sector in accordance with the priorities outlined in the SSP

• Definition of PIVOTAL• The NSDS III defines PIVOTAL Programmes as professional, internship,

vocational, technical and academic (PIVOTAL) programmes which provide a full, occupationally-directed qualification.

PIVOTAL PROGRAMMES• FoodBev SETA has identified the following grants as PIVOTAL programmes:

• Skills Programmes• Internships• Bursaries• Learnership • ABET level 4• Artisan

• A key focus for PIVOTAL Programmes must be to address scarce and critical

skills through programmes that are designed to address such skills needs, and which include work integrated learning.(list of Qualifications/Learnerships registered by FoodBev SETA available on the website )

PIVOTAL PROGRAMMES (Cont.)

• Submission of a PIVOTAL Plan and Pivotal Report forms part of the

mandatory grant submission requirements but does not constitute

automatic approval of the discretionary grants under PIVOTAL

programmes.

• The PIVOTAL Plan will however be considered in the awarding of

discretionary grants.

QUALIFYING CRITERIA • Employer Requirements

– The employer must be registered with Foodbev SETA. – The employer must be up to date with levy contributions unless

exempted from paying levies (proof of exemption must be submitted).

– The employer must have qualified for mandatory grants (Workplace Skills Plan grant).

– Applications for grants in support of scarce skills identified in the sector will be given preference.

– Employers hosting learners on learning programmes must comply with the following equity targets: 85% black, 54% women, 4% disabled.

QUALIFYING CRITERIA (cont.) • Employer Requirements

– The application for grants must be submitted on the prescribed application form available on the website. (Refer to MIS training)

– Applications must be for learners recruited and contracted within a financial year.

– The employer must have demonstrated a successful track record in training delivery or FoodBev SETA funded projects, or be willing to undergo an evaluation of company “readiness” for implementation of learning programmes where applicable.

– The participating employer must agree to an audit by FoodBev SETA, DHET and Auditor General.

QUALIFYING CRITERIA (cont)• Training Requirements

– The provider contracted to deliver the training must be accredited by the relevant SETA, Umalusi or CHE to deliver the applicable qualification.

– Proof of provider accreditation must be submitted with application for grant funding.

– All applications must include a detailed implementation plan specifying the following: Learning programme description, date for training scheduled, each unit standard, and dates for assessments (only for credit bearing learning programmes).

NEW TARGETS FOR 2015/2016

2015/16 TARGETS

STRATEGIC OBJECTIVE COST PER STUDENT TARGETS

Sector Skills Plan - SSP approved by DHET

Quality WSP and ATRs -

193 large companies187 medium companies

275 small companies complying

Career Guidance - 6 000

Learnerships: Employed R20,000 1 320 (R26 400 000)

Learnerships: Unemployed R38,000 1 320 (R50 160 000)

2015/16 TARGETS

STRATEGIC OBJECTIVE COST PER STUDENT TARGETS

Unit based skills programmes R150 per credit 770 (R3 465 000)

Apprenticeships : Contracted and Non-contracted R150 000 70 (R10 500 000)

BursariesUnemployed

- 440

Internships

R36,000 510 (R33 600 000)

2015/16 TARGETS

STRATEGIC OBJECTIVE COST PER STUDENT TARGETS

TVET Placements R36,000 300 (R16 200 000)

Bursaries Employed and Management Development Programmes (MDP)

Uncapped R45 000 (MDP) 313 (R12 520 000)

2015/16 TARGETS

STRATEGIC OBJECTIVE TARGETS TOTAL

AET

600 R2 400 000

NGO , CBO's, Co-ops : Linked to IPAP II & rural development imperatives

330 R6 286 675SME: Linked to IPAP II & rural development imperatives

NLPE Linked to IPAP II & rural development imperatives

2015/16 TARGETS

STRATEGIC OBJECTIVE TARGETS

Collaboration with TVET Colleges wrt curriculum design 3

Work Exposure for lecturers from TVET Colleges 10

Company employees to lecture at TVET Colleges 5

Comments/Questions

CONTACT DETAILS

• Learnerships, Skills programmes, AET: nontandob@foodbev.co.za (011) 253 7322

• Assistance with the completion and submission of Mandatory Grant applications and SDF registrations: nomusam@foodbev.co.za (011) 253 7329

• Internships and TVET Placements: gcobanig@foodbev.co.za (011) 253 7325• Apprenticeships and Bursaries(unemployed): andreab@foodbev.co.za (011)

253 7314• SME support grants, Employed Bursaries: nomusam@foodbev.co.za

(011) 253 7329

CONTACT DETAILS

Physical Address: 13 Autumn Road, RIVONIA, 2128

Postal Address: PO Box 245, Gallo Manor, 2052 South Africa

Tel: +27 (011) 253 7300

Fax: +27 (011) 253 7333

www.foodbev.co.za