CHIETA DISCRETIONARY GRANT APPLICATION:

Transcription

1 CHIETA DISCRETIONARY GRANT APPLICATION: SYSTEM MANUAL 1

2 Table of Contents Computer Requirements Step 1: Login/ User Registration Step 2: Organisation Registration/Organisation Details Update Step 3: Manage Organisations and Apply for DG Step 4: Discretionary Grant Applications Annexure 1: CHIETA Discretionary Grant Funding Windows Annexure 2: Glossary of terms and definitions Annexure 3: SIC Codes

3 Computer Requirements Any computer that has internet connectivity, MS Excel and PDF will be able to read and edit the documents. It is suggested that you use the latest Internet Browser, either Internet Explorer or Mozilla Firefox will work. The direct DG Application system web address is Internet Explorer must be newer than version 6, version 8 is preferred (download version 9 from ) or consider downloading Mozilla Firefox ( ). 1. Step 1: Login/Register as System User Organisations which are registered through the 2013 WSP-ATR Submission process may login using the same user details of the SDF who submitted. If the SDF details have changed, after logging in, he/she must click on the My Details tab and edit the details accordingly. If the SDF no longer works for the organisation/has changed, the new SDF or the person responsible for the DG Application must inform CHIETA, and complete a SDF Registration Request form, which must be verified by the organisation s senior representative before the new SDF details are updated on the system. This form is available in the CHIETA Documents tab of the IT Aware system, the CHIETA website, as well as upon request from the regional offices. Organisations which are not already registered on the system as part of the 2013 WSP-ATR Submission process, must register themselves on the system as follows: SDF /Company Representative Registration: 1.1 Click on the Register button on the homepage 1.2 SDFs/Company Representatives will be required to submit the following detail of themselves, which are all compulsory fields: Id Number or Passport Number Date of Birth Title First Name Surname 3

4 Role (SDF employed by the organisation, Contracted SDF (Consultant), IT Personnel, Company Representative, ) Name of your Organisation if you have an independent organisation Physical Address Postal Address Telephone (Must have 10 digits) Cellphone (Must have 10 digits) Fax Please note that the User registration on the system is a separate process to the registration of the organisation. The acknowledgement and activation of the SDF/Company Rep account is an automatic process. 1.3 After submitting your User Registration, you will receive the confirmation , in the address you ve registered with, which there is a link that you must click on to activate your account. Once your account is activated, you may proceed to register the organisation for which you are applying a Discretionary Grant. NB: In some cases, you might not be able to activate your account by clicking on the link because your mail server does not permit you to do so. Please copy the entire link from the you received, and paste it into your internet browser. Once you have done so, click enter, and you will be logged in automatically, and your account will be activated. 1.4 As soon as you have clicked the link, you will be directed back to the system and will be automatically logged in. This will serve as an indication that your account is activated. 4

5 2. Step 2: Organisation Registration/Organisation Details Update Organisations which are not registered on the system as part of the 2013 WSP-ATR Submission process (i.e. exempt entities), must register themselves on the system. 2.1 Click My Organisations, then on Discretionary Grant Submissions, and select Add Organisation. 2.2 After clicking Add Organisation, A Registration page will appear where you are required to enter the following details of your organisation: Organisation Name Address Description of Core Business Region SDL no (not compulsory) Sector Type of Entity BEE Status Total no. of employees Banking Details Senior Organisation Representatives details 5

6 2.3 Once Organisation Details are completed, accept the terms and conditions by selecting the tick box, and thereafter click on Submit. 3. Step 3: Manage Organisations and Apply for DG Once the organisation is registered, you may Edit the detail you have entered if you wish to do so. 3.1 Click on My Organisations, then on Manage Organisations and Apply for DG. 3.2 After clicking Manage Organisations and Apply for DG, the following screen will appear with the organisation/s that you have just registered. 3.3 Next to the Organisation Name is the Edit link. If you click on that link, it will open the same Organisation Registration page as in step 2, in which you can edit any detail you wish to update/change. 6

7 4. Step 4: Discretionary Grant Applications As soon as you have completed your organisation registration, you may proceed to complete an application for Discretionary Grant Funding 4.1 Click on Add/Manage Learning Projects / Add/Manage Strategic Projects to apply for learner based applications and strategic projects, and the screen below will pop up in a new window. 4.2 Organisations which submitted a 2013 WSP-ATR (which contained a PIVOTAL Training Report) which was approved by CHIETA, you will be able to view the PIVOTAL Training Report, which serves as a Provisional DG Application. 4.3 If you click on Add/Manage Learning Projects, you will be taken to the following screen where you can view the Provisional DG Report. Provisional Application is a summary of the PIVOTAL Training Report submitted by the organisation from the planned learning populated in the source data template submitted by the company, and exported into section 5 of the WSP-ATR Report, as a PIVOTAL TRAINING REPORT. This application is provisional/not considered final, pending confirmation and/or relevant additional information such as learner detail information. DG Application is the actual DG Application generated by the system, once all the relevant information has been completed. 4.4 After clicking Add/View Learning Details in the above screen, the following screen will appear where you can start populating the DG application/view the funding windows already applied for. 4.5 Click on ADD A NEW FUNDING WINDOW FOR THE LEARNING PROJECT to apply. 7

8 4.6 Please complete the following screen to inform CHIETA about the status of the previous DG Projects, if you were awarded a Discretionary grant by CHIETA historically. After submitting this information, you may continue to the screen in Populate the following screen using the drop down lists. Where there is no drop down or you would like to select another intervention/provider not listed in the drop down values, the fields are left open for free text. Please do not leave any field blank, unless you ve selected from the drop down and the free text fields don t apply. NOTE: You may repeat this step for as many Funding Windows as you wish to apply for. 8

9 Once you have clicked on submit, the system will direct you to the screen where you can view your DG Application, as demonstrated above. The DG Application will contain a summary of the funding window/s you have applied for in the above screen, as well as the organisation details and signature page. This is the same application which must be printed, signed off and submitted to the relevant CHIETA regional office with the necessary supporting documents. 4.7 If you wish to edit organisation details after the application is completed, please refer to step 3. If you wish to edit your application, please refer to the following screen (which is also presented in 4.3). The same screen shows that you may also delete funding windows which you have applied for if you wish to do so. NOTE: When completing this screen, use Annexure 1, which elaborates the funding window categories and sub-categories. Once the DG Application is completed, you may click on submit. This does not mean that the application is submitted to CHIETA. You are still required to go back to the DG Application link, which must be checked, printed and submitted to CHIETA. 9

10 Annexure 1: CHIETA Discretionary Grant Funding Windows / Non- Non- Funding Category (1) AET (Low level youth and adult language, numeracy and other foundational skills) (2) Apprenticeship (3) Learnerships - Artisan Related Sub Category CHIETA Designated List of Programmes ABET 1 ABET 2 ABET 3 ABET 4 FLC - Operational only 2014/2015 NASCA (Adult Matric / UMALUSI) - Operational only 2014/2015 Bridging - HET (HET Foundation Programmes) Bridging - Maths and Science (2nd Chance) Fitter Turner Welder Boilermaker Instrument Mechanician Electrician Rigger Diesel Mechanic Motor Mechanic National Certificate - Turning Level 2 National Certificate - Turning Level 3 FET Certificate - Turning Level 4 Same as above for Fitter, Welder, Boilermaker, Instrument Mechanician, Electrician, Rigger - Exclude Diesel Mechanic and Motor Mechanic 10

11 / Non- Funding Category (4) Learnerships - Non Artisan (5) Skills Programmes Sub Category CHIETA Designated List of Programmes GETC Chemical Operations Level 1 NC Chemical Operations Level 2 NC Chemical Operations Level 3 FETC Chemical Operations Level 4 NC Surface Coatings Level 3 NC Pharmaceuticals Sales Rep Level 5 NC Automated Packaging Level 3 NC Chemical Manufacturing Level 2 NC Glass Forming Level 3 NC Laboratory Analyst Level 4 NC Mobile Manufacturing Unit Level 3 NC Gas Installations Level 2 NC Gas Installations Level 3 List of CHIETA Unit Standards List of CHIETA Qualifications National Higher Certificate Analytical Chemistry (6) Bursaries National Diploma National Certificate Under Graduate (Under Graduate): National First Degree National Higher Diploma (Post Graduate): National Further Diploma (Post Graduate): Honours Degree (Post Graduate): Masters Degree Biochemistry Chemical Engineering Biomedical Technology Mechanical Engineering Polymer Technology Civil Engineering Operations Management Electrical Engineering 11

12 / Non- Funding Category Sub Category (Post Graduate): Doctoral Degree (Post Graduate): Post Doctoral Degree Placement for Workplace Experience - UoT CHIETA Designated List of Programmes Environmental Science Industrial Engineering Bachelor of Science in Engineering Analytical Chemistry (7) Work Integrated Learning Placement for Workplace Experience - University Placement for Employment - UoT Placement for Employment - University Placement for Workplace Experience - FET Placement for Employment - FET Biochemistry Chemical Engineering Biomedical Technology Mechanical Engineering Polymer Technology Civil Engineering Operations Management Electrical Engineering Environmental Science Industrial Engineering Bachelor of Science in Engineering Electrical Engineering Engineering and Related Design Civil Engineering and Construction Senior Management Development Fitter (8) FET College Lecturer Development Artisan Related Practical Training Turner Welder Boilermaker Instrument Mechanician Electrician Rigger Diesel Mechanic 12

13 / Non- Funding Category Sub Category CHIETA Designated List of Programmes Motor Mechanic Occupational Trainer Development Occupational Directed Education and Training Practitioner Level 4 Occupational Directed Education and Training Practitioner Level 5 Infrastructure Tools and Equipment Fitter Turner Welder Boilermaker (9) RPL - Artisan Related Instrument Mechanician Electrician Rigger Diesel Mechanic Motor Mechanic (10) RPL - Non Artisan GETC Chemical Operations Level 1 NC Chemical Operations Level 2 NC Chemical Operations Level 3 FETC Chemical Operations Level 4 NC Surface Coatings Level 3 NC Pharmaceuticals Sales Rep Level 5 NC Automated Packaging Level 3 NC Chemical Manufacturing Level 2 NC Glass Forming Level 3 NC Laboratory Analyst Level 4 NC Mobile Manufacturing Unit Level 3 NC Gas Installations Level 2 NC Gas Installations Level 3 13

14 Annexure 2: Glossary of terms and definitions Bursary means the financial support given to a non-employee, usually a school leaver or youth, to enrol in a further or higher educational institution. The organisation may or may not employ the student on completion of the studies. Certificate of Competency gives an indication of a candidate's status and ability to assume legal responsibility for the operation of and the safety of occupation-specific equipment and related outputs in a specific occupation. Contractor refers to persons who are not employees of the company submitting the WSP-ATR to the CHIETA, but who work at the premises under the control of the company. They are not on the post structure of the company and thus excluded in employee reports. Consultation means that parties engage in a thorough and meaningful joint consensus seeking process. DHET refers to the Department of Higher Education and Training. Employee - Any person, excluding independent contractor, who works for another person or for the State and who receives, or is entitled to receive, any remuneration; or any person who in any manner assists in carrying on or in conducting the business of an employer. Please note for purposes of the WSP-ATR this includes apprentices and 18.2 learners as they have a contract of employment (interns, 18.2 apprenticeships, graduate development programmes). Learnership refers to a learning programme where the learner spends some time learning theory and some time learning practical skills in a workplace. It leads to a qualification registered on the NQF. Learning Programme means a structured set of learning offerings and related assessment and attainment requirements. National Artisan Moderating Body (NAMB) means the body to be established as specified in section 26A of the Skills Development Act (Act 97 of 1998) as amended in 2008; this body is the QCTO s assessment Quality Partner for all listed trades. National Occupational Pathway Framework (NOPF) means a framework which clusters occupations and groups of related OFO occupations across different levels of the NQF and across different Major groups to inform learners of potential progression pathways and to assist occupational qualification developers to lay the foundation for vertical progression when developing individual qualifications. Non-Levy Paying Enterprises (NLPEs) are enterprises with an annual turnover below R5 million and are either formally registered or non-registered enterprises that are not required to pay the skills development levy. Non-SA - Non South Africans are employees who have citizenship of any country other than South Africa. A person with dual citizenship is considered South African. Occupational qualification means a qualification developed under the auspices of the QCTO; Occupational Qualifications Framework (OQF) means the sub-framework for trades and occupations contemplated in Section 4 of the NQF Act. 14

15 Organising Framework for Occupations (OFO) means the occupational classification system used by the Department of Higher Education and Training as a reference for developing SSPs and to capture scarce and critical skills. PIVOTAL means professional, vocational, technical and academic learning programmes which are defined by the SETA. Please refer to relevant annexure for a list of CHIETA defined PIVOTAL Programmes. People With Disabilities PWD - means people who have a long-term or recurring physical or mental impairment, which substantially limits their prospects of entry into, or advancement in, employment, and who require an employer to make changes within reason to accommodate disabled people in the workplace. Practical Training means a work placement opportunity provided to a non-employee, who is also not a bursary student, to complete a mandatory part of a further or higher education programme in the workplace. The organisation may or may not employ the student on completion on the practical training. Note that if you are paying for a person's studies, and they do practical training as part of those studies, then they are considered a BURSARY STUDENT. If you only offer students a place for practical work experience, then they are considered a PRACTICAL TRAINING CANDIDATE. Pre-ABET Learning - is a course that functions as a bridging module, providing learners with the very basic skills of reading and writing in preparation for their move to ABET1. QCTO means the Quality Council for Trades and Occupations established in terms of section 26G of the Skills Development Act (Act 97 of 1998) as amended in Refresher Training - The need for refresher training and the intervals between such training are determined by the Employer after consulting with the Health and Safety Committee. Please include anticipated returns from annual leave. However refresher training also includes cases where after a specified period of time regulations require a person to be re-licensed as competent, such as the driver of a self-propelled machine. SAQA means the South African Qualifications Authority established in terms of Section 3 of the SAQA Act. Scarce Skills refer to those occupations in which there is a scarcity or shortage of qualified and experienced people. This scarcity can be current or anticipated in the future, and is usually due to the fact that either people with these skills are simply not available, or they are available but they do not meet the organisation s employment criteria. Sector Skills Plan (SSP) means the framework within which the SETA identifies key priority and critical skills development trends, objectives and priority areas. This is based on a labour market analysis approach concerning the supply and demand of skills. Short Courses exclude one-day workshops or attending conferences and seminars. Although the learning could be structured and can lead to specific outcomes, it is not credit bearing. Short Courses are associated with just in time, and just enough learning to meet specific needs in workplace environments. Skills Audit means identifying the skills and knowledge (both used and latent) held by existing staff. Skills Development Act (SDA) means the Skills Development Act (Act 97 of 1998) as amended in Skills Development Facilitator (SDF) refers to the person that is responsible to assist organisations with the management and related reporting of their skills development activities. Skills Development Related Community / Social Programmes means a skills development programme run for the benefit of the broader community, generally as part of the organisation's corporate social investment programme or Social and Labour Plan (SLP) Local Economic Development (LED) commitments. 15

16 Skills Programme is occupationally based; when completed, will constitute a credit towards a qualification registered in terms of the National Qualifications Framework as defined in section 1 of the South African Qualifications Authority Act; 40 uses training providers referred to in section 17(1)(c); or complies with the prescribed requirements. Study Assistance is financial support given to an existing employee to enrol in a further or higher educational institution, to enable the employee to further his/her formal education. Total Training Cost refers to legitimate expenses incurred in any programme offered by a Measured Entity (i.e. a company) to the Employees substantiated by an invoice or appropriate internal accounting record. Legitimate training expenses include: cost of training material, cost of trainers, course fees, where appropriate, the cost to the Measured Entity of employing a Skills Development facilitator or a training manager. Workplace Experience: Some occupations require people to work in a specific environment for a specific period or for completion of specific outputs as part of obtaining designations or registration. Typical occupations requiring work experience before designations or professional registrations are awarded are in the medical, legal, journalism, accounting and engineering fields. Workplace Learning: Occupational qualifications has workplace learning modules which requires the learner to perform specific outputs in the work environment, which is defined in the learning programme and signed off or recorded in a formal document, usually referred to as a logbook. Work experience is different to practical experience in that practical experience could be simulated, whereas work experience is actual work that needs to be performed under prescribed conditions. Workplace Skills Plans and Annual Training Report (WSP-ATR) refers to the document submitted by organisations on an annual basis that indicates the Workplace Skills Plans for coming year and the Annual Training Report reflecting all training done or managed by the organisation. 16

17 Annexure 3: SIC Codes 17