1. FOODBEV SETA PROVINCIAL WORKSHOPS
February 2015

2. PRESENTATION OUTLINE 1. Regulations and Discretionary Grant Policies
1. Regulations and Discretionary Grant Policies
Grant Regulations
Grant Funding Policy
2. Mandatory Grant Presentation
3. Discretionary Grant Presentation
Targets

3. 1. REGULATIONS AND DISCRETIONARY GRANT POLICIES
CONTENTS
Grant Regulations
Grant Funding Policy

4. 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.

5. 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

6. 49.5 % Discretionary Grants
SETA FUNDING MODEL
80 % Skills Levy
10.5 % Admin & QCTO
49.5 % Discretionary Grants
20 % NON-PIVOTAL
80 % PIVOTAL
20 % Mandatory Grants

7. 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
For support of the National Skills Development (NSD) imperatives and National priorities.

8. GRANT FUNDING POLICY (Cont.)
Purpose of Grant Funding policy
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).
To support national and sectoral policies and initiatives that fall / operate within the FoodBev SETA Scope.
Describes the templates, format and process for accessing mandatory and discretionary grants.
To set out timeframes for processing of applications, communication of decisions, and payment schedules.

9. 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.

10. Discretionary Grant 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
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.

11. Discretionary Grant Tranche Payments (Cont…)
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 .

12. 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
Tranche 3: 50%
Submit proof of learner allowances
Close out report

13. DG TRANCHE PAYMENTS (Cont.)
Grant
NEW Tranche Payments
Submission Requirements
Learnerships
Employed
Tranche 1: 20 %
Signed learner agreement with all supporting documents.
Induction moderation conducted
Signed grant claim form
Tranche 2: 30 %
Interval moderation report
Tranche 3: 50 %
Exit moderation report

14. 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
Tranche 3: 50 %
Exit moderation report

15. 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
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

16. 2. MANDATORY GRANTS

17. MANDATORY GRANTS CONTENT Skills Audit Completing Mandatory Grants
Mandatory Grants Criteria
Reporting Period

18. 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.

19. SKILLS AUDIT (Cont.) Skills Audit process:
Determine the education and skills levels of all employees (performance appraisals and/or staff interviews);
Compare the results to the required skills necessary to achieve the organisation’s goals and priorities;
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.

20. 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.

21. 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.

22. 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.

23. 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

24. 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.

25. 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.

26. 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.

27. 3. DISCRETIONARY GRANTS LEARNING PROGRAMMES

28. DISCRETIONARY GRANTS Content Allocation of Discretionary Grants
PIVOTAL Programmes
Qualifying Criteria
Challenges

29. 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.

30. 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 )

31. 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.

32. 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.

33. 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.

34. 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).

35. NEW TARGETS FOR 2015/2016

36. 275 small companies complying
2015/16 TARGETS
Strategic Objective
Cost per student
Targets
Sector Skills Plan -
SSP approved by DHET  
Quality WSP and ATRs
 193 large companies
187 medium companies
275 small companies complying
Career Guidance
6 000
Learnerships: Employed
R20,000
(R )
Learnerships: Unemployed
R38,000
1 320 (R )

37. 2015/16 TARGETS Strategic Objective Cost per student Targets
Unit based skills programmes
R150 per credit
770 (R )
Apprenticeships : Contracted and Non-contracted R
70 (R )
Bursaries
Unemployed -
440
Internships
R36,000
510 (R )

38. 2015/16 TARGETS Strategic Objective Cost per student Targets
TVET Placements
R36,000
300 (R )
Bursaries Employed and Management Development Programmes (MDP)
Uncapped
R (MDP)
313 (R )

39. 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 R
SME: Linked to IPAP II & rural development imperatives
NLPE Linked to IPAP II & rural development imperatives

40. 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

41. Comments/Questions

42. CONTACT DETAILS
Learnerships, Skills programmes, AET: (011)
Assistance with the completion and submission of Mandatory Grant applications and SDF registrations: (011)
Internships and TVET Placements: (011)
Apprenticeships and Bursaries(unemployed): (011)
SME support grants, Employed Bursaries:
(011)

43. CONTACT DETAILS
Physical Address: 13 Autumn Road, RIVONIA, 2128 Postal Address: PO Box 245, Gallo Manor, 2052 South Africa Tel: +27 (011) Fax: +27 (011)