Manufacturing, Engineering and Related Services SETA

1. Manufacturing, Engineering andRelated Services SETA MANDATORY & DISCRETIONARY GRANT ROAD SHOW LUZETTE JOSEPH – SENIOR MANAGER: ADMINISTRATION SABELO BUTHELEZI – SENIOR MANAGER: PROGRAMME IMPLEMENTATION SHERYL PRETORIUS – SENIOR MANAGER: CLIENT SERVICES

3. DEPARTMENT OF HIGHER EDUCATION AND TRAINING 100% 18% 1% of total payroll 2% SARS 80% EMPLOYER National Skills Fund 10.5% Maximum of 0.5% to QCTO Administration SETA’S Other Legal Entities Maximum of 20% of the discretionary will be allocated to non pivotal programmes 80% of the discretionary will be allocated to pivotal programmes MANDATORY: WSP & ATR: 20% DISCRETIONARY GRANTS AND UNCLAIMED GRANTS 49.5%

4. ACCESS REGISTRATION PROCESS • Access the SMS system via the merSETA website (www.merseta.org.za). or directly using the following URL - http://196.4.89.14/cdas/MERSETA.asp • All signatories must register on-line for access. • Follow the steps in the submission guide to start with the registration process. – available on the merSETA website – www.merseta.org.za

5. FUNDING WINDOW REQUIREMENTS

8. REPORTING PERIOD Annual Training Report (ATR) & PIVOTAL Report • 1 January – 31 December 2016; and Workplace Skills Plan – WSP & PIVOTAL Plan • 1 January – 31 December 2017

9. STAKEHOLDER FEEDBACK & IMPROVEMENTS

10. STAKEHOLDER FEEDBACK & IMPROVEMENTS

11. STAKEHOLDER FEEDBACK & IMPROVEMENTS

12. STAKEHOLDER FEEDBACK & IMPROVEMENTS

13. STAKEHOLDER FEEDBACK & IMPROVEMENTS

14. SYSTEM CHANGES/ADDITIONS

15. REASONS FOR NON APPROVALS & CORRECTIVE MEASURES

20. APPROVAL PROCESS • The only outstanding information that will be followed up after submission is: • Banking details • Clarification of sign-off • Outstanding labour or employee SDF signatories (whichever is applicable) • Proof of inter-Seta transfer approval prior to mandatory grant submission deadline. • Submissions of deviation. This information must be submitted by no later than 15 July and no appeals will be accepted as the unclaimed mandatory grant funds will be transferred to the discretionary grant funds. • The approval process must be concluded by no later than 31 July of each year. • Unclaimed mandatory grant funds must be transferred to discretionary grants by 15 August of each year.

21. PIVOTAL PLAN (Discretionary grant) • Large and Medium companies: • Must submit their mandatory grant application and complete the PIVOTAL plan. • Small and other legal entities operating in our sector:- PIVOTAL and Non-PIVOTAL programmes: • Must submit during the discretionary grant funding window. • Large and Medium companies: - Non-PIVOTAL programmes • Must submit via the discretionary grant funding window opening on Wednesday, 1 February 2017 until Sunday, 30 April 2017 • Preference will be given to priority skills identified and where SIPs • coincide with these skills.

22. DISCRETIONARY GRANT DISTRIBUTION OF 49,5%

23. DISCRETIONARY GRANTS – AWARDING CRITERIA • Submissions for large and medium companies occur during the mandatory grant application process. • Small merSETA levy paying companies who intending to apply for consideration for discretionary grants for the training of Matriculants “Class of 2017”, must apply via this window. • Legal entities are defined as: • Public and Private education and training institutions • An employer within the jurisdiction of the merSETA who is not required to pay Levies. • Community based organisations (CBO’s), Co-operatives .

24. DISCRETIONARY GRANTS – AWARDING CRITERIA • Trade Unions in the merSETA Sector, for the benefit of educating and developing their members on Skills Development-related programmes which forms part of their duties as shop stewards and which is beneficial to the merSETA Sector. • Disputes - The Regional office will carry out a verification process on Mandatory Grant applications and where insufficient consultation with labour/employee representatives has occurred, the mandatory and discretionary grant will not be approved.

25. DISCRETIONARY GRANTS – AWARDING CRITERIA • Verification on workplace readiness will be carried out by the regional offices. • Preference will be given to the priority skills identified in the merSETA Annual Performance Plan and SSP. • All claims must be in respect of learners who are South African citizen and who are in possession of a valid South African Identity document. • All withdrawals will be investigated to determine reasons for the withdrawal and how it could affect future discretionary grant awards.

26. DISCRETIONARY GRANTS – AWARDING CRITERIA Further grant awards will depend on progression on delivery of previous grant awards, as follows:

28. DISCRETIONARY GRANTS AWARDS • Awarding of discretionary grants is at the sole discretion of the merSETA based on the approval of the Accounting Authority; • Award is given via an MoA to the stakeholder where the stakeholder takes full responsibility for the learner; • Approved awards will be aligned to the 49,5% levies received by an organisation; • Appeals regarding an award of a grant must be submitted in writing detailing the reasons for the appeal, within 14 days of receipt of the award.

29. DISCRETIONARY GRANTS AND BBBEE

30. EMPLOYER CATEGORIES

34. SUMMARY • The SMS system will open on 1 February 2017 • merSETA regional offices and call centre is available for assistance, upon request • Register your labour and employee SDF’s on the SETA Management System (SMS) Now – Don’t wait!!!

37. THANK YOU Luzette Joseph Sabelo Buthelezi merSETA