WELCOME TO TETA SDF ROADSHOW FEBRUARY 2018

OUTLINE TIME DESCRIPTION PRESENTERS 09:00 – 09:30 hrs Registration 09:30 – 09:45 hrs Welcome & Introductions 09:45 – 10:10 hrs Research & Knowledge Presentation 10:10 – 10:30 hrs Questions and Answers 10:30 – 10:50 hrs Tea Break 10:50 – 11:10 hrs Red Flank Presentation 11:10 – 11:30 hrs SDF Roadshow Presentation 11:30 – 12: 00 hrs 12:00 – 13:00 hrs Online Submission Demonstration 13:00 – 13:30 hrs 13:30 - 14:30 hrs Closure & Lunch

MANDATORY GRANT PROCESS Application stage

MANDATORY GRANT PROCESS Processing stage: MG Extensions and Appeals - Due date for submission of WSP/ATR for approved extensions: 31 May 2018 - Due date for appeals: 30 days after receipt of the declined letter Timelines: 31 days for extensions ( including the capturing) : 45 days for appeal period and processing Report on MG extensions and appeals is prepared by the SD & LP Manager Submit to G & S for final approval Tabled to IMC for Recommendation

MANDATORY GRANTS PROCESS Cont. June-July – Assessment process by TETA Approval Stage August each year Appeals To be uploaded on the system within 30 days of the communication of Mandatory Grants declined status. Payments Quarter 1 – September 2018 Quarter 2 – December 2018 Quarter 3 – March 2019 Quarter 4 – June 2019

2017 MANDATORY GRANT TOTAL APPROVALS

Mandatory Grant Approvals Summary of approved companies per chamber CHAMBER LARGE MEDIUM SMALL GRAND TOTAL Aerospace 24 13 61 Freight forwarding and clearing 32 35 48 115 Freight handling 28 25 81 Maritime 11 18 64 Rail 14 7 2 23 Road freight 78 101 134 313 Road passenger 30 33 76 Taxi   3 5 Grand Total 217 215 306 738

Mandatory Grant Approvals Cont. Summary of approved companies not payable per chamber CHAMBER LARGE MEDIUM SMALL GRAND TOTAL Aerospace   5 9 14 Freight forwarding and clearing 1 15 Freight handling 16 Maritime 11 12 Rail 2 3 Road freight 4 46 65 Road passenger Grand Total 26 109 140

Mandatory Grant Approvals Cont. Summary of declined companies per chamber CHAMBER LARGE MEDIUM SMALL GRAND TOTAL Aerospace   1 Freight forwarding and clearing 2 Freight handling Road freight 7 26 18 51 Road passenger 5 4 14 Taxi 3 Grand Total 13 35 25 73

MANDATORY GRANTS POLICY KEY THINGS TO NOTE ON THE MG POLICY Small companies are not required to submit a Pivotal Plan and Pivotal Report, Uploading of banking details is not a requirement for submission of WSP/ATR . Submission of banking details is only required when the company banking details have changed or it is a new company First time submission & defaulters will have the WSP approved provided they meet the criteria, however the 20% grant will not be payable for that specific year Inter-seta Transfers – Proof of submission of previous year’s WSP will be required

KEY ISSUES DURING SUBMISSION – WSP/ATR General: Manual submission will not accepted. Access to the system is requested late by SDFs Organisational information tab is not always updated which leads to incorrect data being used Change of SDFs without informing TETA Accuracy of the data captured on the WSP and ATR Online submission created and completed but not submitted to TETA- (Failure to hit the submit button) System becomes cluttered and slow during the last week. DO NOT WAIT UNTIL THE LAST MINUTE! Authorization Page: Not uploaded on the system Not fully completed and signed The designated people do not sign

KEY ISSUES DURING SUBMISSION – WSP/ATR Cont. Training Committee Meeting Minutes: Not uploaded on the system Uploaded on the system but not on the company letterhead Irrelevant content on the training committee meeting minutes No evidence of approval of the WSP/ATR by the Training Committee Minutes not signed by relevant signatories ( e.g. Employee labour representative) ATR forms – Option to either submit a WSP or ATR only. This only applies to companies who had submitted before. NB NB NB!! YOU WILL NOT BE ABLE TO CREATE A WSP WITHOUT TICKING THE BELOW:

PROPOSED SOLUTIONS HOW CAN WE REDUCE THE NUMBER OF ERRORS ON ATR/WSP SUBMISSIONS? Attendance of SDF roadshows Compatibility view settings SDF to contact the chamber and arrange one-on-one meetings Regular communication with the chamber SDF Mandatory Grant manual Timeous capturing of the WSP/ATR Timeous communication of technical errors to TETA through chambers and the email below: mgapplications@teta.org.za

CRITICAL DOCUMENTS TO NOTE ON THE TETA WEBSITE Mandatory Grant Policy SDF Manual 2018 SDF Presentation

UPDATES ON TETA ONLINE SUBMISSSION

UPDATES ON TETA ONLINE SUBMISSSION

CHANGES AND UPDATES TO THE SYSTEM

CHANGES AND UPDATES TO THE SYSTEM: Cont.

MARITIME SUBSECTOR SPECIFIC REQUIREMENTS Companies whom will be applying for a fishing right or quota must be aware of the following: In the application form, section 6 measuring transformation includes five of seventeen criteria directly related to SETA relationship that could improve or reduce the applicants overall score. The scoring requires companies to comply with Skills Development legislation including the submission of an ATR/WSP to the SETA the company is registered with. Fishing companies are also scored on whether or not they implement learnerships (formally registered with a SETA) Often small companies write the levy off as a tax, fishing companies cannot afford to do so if they wish to continue fishing. Fishing companies are advised to contact the maritime chamber (malcolm@teta.org.za / 072 907 0754) This short term view needs to be changed as the long term benefits of participation will assist in the awarding of fishing rights / quota’s whose value far exceeds the direct financial relationship with the SETA.  

Q & A SESSION

MANDATORY GRANTS - (WSP/ATR) ATR17/18 & WSP18/19 Submission due date: MONDAY 30 APRIL 2018 @ 24:00

CONTACT DETAILS Randburg Head Office : 011 577 7000 Durban Coastal Office : 031 301 9614 Cape town Coastal Office : 021 531 3064 www.teta.org.za mgapplications@teta.org.za

CLOSURE