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DISCRETIONARY GRANT GUIDELINE
2010
For Implementation of Discretionary Grant Projects
CONTENTS Page
ONE – BACKGROUND
1.1. Introduction 3
1.2. What is a Discretionary Grant? 3
1.3. Who may apply? 4
1.4. How to apply 4
1.5. When to apply 5
TWO - DISCRETIONARY GRANT CATEGORIES
2.1. Discretionary Grant Criteria 6
2.2. Funding formulae 6
2.3. Items that will not be considered for Discretionary Grant funding 7
2.4. Funding windows 7
THREE - THE DISCRETIONARY GRANT PROCEDURE
3.1. Standard Operating Procedure (SOP) 12
3.2. Reporting and Monitoring 14
3.3. Discretionary Grant Contacts 15
APPENDICES
“A”: Critical and Scarce Skills from SSP matched against programmes types 16
“B” Glossary 35
C” Documents to support grant management SOP 36
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ONE BACKGROUND
1.1.Introduction
The purpose of this document is to provide a guideline and Standard Operating Procedure
(SOP) for the administration and management of CHIETA Discretionary Grants.
Discretionary Grants are intended to encourage employers and stakeholders to contribute
towards the achievement of the objectives of the Human Resources Development Strategy
(HRDS), the National Skills Development Strategy (NSDS) and the CHIETA’s Sector Skills
Plan (SSP). Discretionary grants are available to applicants who engage in skills
development practices that will lead to the achievement of these objectives and targets.
The CHIETA undertook an analysis of key challenges within the sector, by looking at the
regulatory framework and transformation imperatives, translating the Service Level
Agreement (SLA) targets with the Department of Labour (DoL) to meet the challenges
faced in the Chemical Industries sector. Consultations were held nationally and regionally
between May 2009 to solicit inputs from stakeholders to assist in the formulation of the
new Discretionary criteria 2009-2010. Against this backdrop the CHIETA has prioritized the
four funding windows for the financial year 2009-2010 (see section 2.4).
Since there are limited funds available, this guideline has been developed to manage the
disbursement of these discretionary funds. It provides detailed criteria for the purpose of
making application and award decisions.
1.2. What is a Discretionary Grant?
In terms of the Skills Development Regulations a discretionary grant is a grant paid to
applicants, at the discretion of the CHIETA, for skills development projects linked to scarce
and or critical skills in the chemical industries sector. Levy-paying companies should however
note that they cannot claim for the same training activity from both mandatory grants and
discretionary grants.
Discretionary Grants are made available for special skills development initiatives that take
forward the goals of the Sector Skills Plan (SSP), objectives of the NSDS II and the
interventions as laid down in the Grant Regulations. A Discretionary Grant is therefore a
special skills initiative grant that is made available to stakeholders of the Chemical Industries
sector for initiatives that take forward the goals of the Sector Skills Plan (SSP), objectives of
the NSDS II and interventions as laid down in Grant Regulations- Regulation 29584 of 2nd
February 2007 and Annual Scorecard included in the CHIETA Service Level Agreement with
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 3 of 39
Department of Labour (DoL). In addition the Discretionary Criteria for 2009-2010 will promote
the Government’s ASGI-SA objectives as articulated by JIPSA.
See Appendix “A” Programme Types Linked to Critical and Scarce Skills from SSP
1.3. Who may apply?
The regulations allow for the following categories of organizations to apply for Discretionary
Grants:
• an employer within the jurisdiction of CHIETA, including an employer who is not
required to pay skills development levy in terms of the Skills Development Levies Act;
and
• other associations or organizations that meet the criteria for the payment of such a
grant (Regulations No 27801 18 July 2005) including NGO’s, CBO’s, and Accredited
Training Providers
See section 2. “Funding Windows” to see for which grant types your
organisation is eligible.
1.4. How to apply
Applicants are required to submit their Discretionary Grant proposal on the prescribed
CHIETA Discretionary Grant application form available on the CHIETA Website.
One application form is to be submitted per organisation. However where more than one DG
category is being applied for, separate project plans should be prepared to motivate the
business case for funds to implement different projects, e.g. if applying to implement the
Chemical Operations NQF L2 Learnership, and Welding Apprenticeship, two project plans are
needed.
It is a condition of the grant that the applicant must have demonstrated that the projects
applied for have been discussed and consulted with employees of the company site where
implementation will take place. For that reason, the name and signature of employer and (if
applicable) employee are requested to ensure that application information is correct, and has
been agreed to by both employer and employee parties.
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The CHIETA requests information regarding training and education programmers that the
organization deems to be strategic. The applicant is required to make a business case for the
proposed intervention, using a project logic approach.
Name of project refers to the name of the proposed initiative that your
organization is requesting funding for
Background / Rationale refers to a brief history of the need for the project, including
how it meets the organisation’s and/or sector’s strategic
objectives
Scope of Work refers to a detailed overview of the each aspect of the
programmed, including specifications of each task or element
of training
Required Deliverables refers to the specific outcomes that the project aims to
achieve, including how these outcomes will be determined
and furnished to the CHIETA
Project Management refers to how the project will be managed, including the
tracking, monitoring, reporting of each aspect of the project,
as well as the accountability structures
1.5. When to apply
Applications for Discretionary Grants must be approved by the CHIETA for any prioritized
training or other intervention taking place in the financial year (April 2010 to March 2011). No
retrospective funding will be considered. Applicants for projects that will not be completed by
March 2010 should indicate budget allocations and activities for subsequent financial years.
While in-principle approval may be given to a multi-year project, e.g. Apprenticeships, the
applicant will need to submit a report and budget motivation on or before 11th of August 2009.
The Application form for Discretionary Grant is available on the CHIETA’s: website:
www.chieta.org.za.
th
Closing Date: 11 of August 2009. Late Applications will not be considered
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TWO DISCRETIONARY GRANT CATEGORIES
2.1. Discretionary Grant Criteria
Beyond the over-arching requirement of the grant proposal needing to support the critical and
scarce skills and sector priorities of the chemical industries sector, the criteria for Discretionary
Grant Allocations and Applications are reviewed on an annual basis, linked to the CHIETA’s
Service Level Agreement (SLA) with the Department of Labour and the objectives of the
National Skills Development Strategy (NSDS).
A further consideration is to ensure that any CHIETA strategic projects (either planned or in
implementation) complement, and do not overlap with the criteria for Discretionary Grant
funding, so that resources are aligned to best achieve the skills development targets and
objectives for the chemical industries sector.
• The applicant must be up to date with levy contributions unless exempt from paying
levies (proof of exemption must be submitted);
• The application for grants must be submitted on the prescribed application form;
• The provider identified to deliver the training must be accredited with the relevant ETQA
to deliver the applicable qualification;
• Only one application is submitted per SDL number;
• Provider applications for Learnerships should be accompanies by letters of
endorsement from the company that will be providing the experiential component and
should not duplicate the company’s own application
• Applications must be for learners recruited and contracted during the current levy year;
• The Learnership for which the application for a grant is being made must address both
business needs and scarce skills within the chemical industries sector;
2.2. Funding Formulae
The unit costs and funding formulae are provided merely as a guide, and indicate the
maximum amount available for different grant categories. Applicants must provide a
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budget based on anticipated actual costs, since different initiatives and levels of
programmes carry varying costs.
No retrospective increases in grant awards will be made as this has budgetary and
management implications for the CHIETA. All funding will be paid on the basis three
tranches, linked to a reporting cycle.
Over and above the grant per learner indicated in section 2.4 below, it is important to note
that for the first time, the grant regulations provide for applicants to include project costs,
to the maximum of 10% of the overall project costs to cover administrative expenditure
related to managing and implementing the project.
All budgets are to be inclusive of VAT.
Double-Dipping will not be accepted:
• All planned Training Interventions must be reflected in the WSPR for 2009-2010;
The same Training Interventions for the same beneficiary can only be claimed once;
Some training Interventions could then be claimed in the ATR and others in the pre -
approved Discretionary claim, and
• Applicants will not be awarded funds for same interventions already claimed for in
respect of the Mandatory Grant process.
2.3. Items that will not be considered for Discretionary Grant funding
Applicants are requested not to apply for funding of the following:
Projects that are already funded by the CHIETA, a government department,
another SETA or any other establishment (unless match funding is required eg.
25% CHIETA/ 75% NSF funding) ;
Learners placed in workplaces outside the chemicals sector; and
Employment and Skills Development Agencies outside the chemicals sector
(excluding those specializing in New Venture Creation).
2.4. Funding Windows
Four Funding Windows have been identified in for 2009-2010, within some of which
different project types are possible. These are summarized in the matrix below:
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NB: ALL DISCRETIONARY GRANT AWARDS ARE SUBJECT TO AVAILABILITY OF
FUNDS!
FUNDING NSDS
PROJECT Explanatory comment
WINDOW Indicator and
TYPES
sector annual
target
1 Scarce Skills 1. Learnerships Indicators 2.8 Learnerships, Skills Programmes,
Programmes 2. Skills & 4.1. Apprenticeships and Bursaries are all valid
Programmes 2300 18.1. modes of achieving sector skills priorities
3. 800 18.2 for scarce and critical skills. In particular,
Apprenticeships the CHIETA seeks to support ASGI-SA
/ Artisan through a range of Artisan development
Training initiatives.
2 Employment Workplace Indicator 4.2. Grants for companies to take in learners in
Promotion Experience critical and scarce skills at Universities of
400 learners Technology that need to complete practical
training (P1 & P2) before they can
graduate.
Grants for unemployed learners who have
completed CHIETA Learnerships
addressing scarce/Priority Skills
Grants for projects that orientate
unemployed graduates in critical and
scarce skills to the world of work*
3 New Learnerships Indicator 4.3. These initiatives will link the training
Venture provided to a set of other factors on which
Creation 200 learners the success of New Ventures will depend:
access to support, capital and markets.
The major focus will be on synergies
between new and existing businesses; and
on developing and extending supply chains
to and from businesses in the sector.
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4 Sector Skills RPL Not referenced Where individuals undertake a RPL
Plan (SSP) in NSDS but a assessment and are deemed not yet
Priorities sector priority. competent, the RPL initiative can serve to
identify gaps in knowledge or skills. The
gaps can then be addressed through
targeted learning interventions. In this way,
RPL is seen as an important enabling tool
to facilitate equity, redress and life-long
learning, as well as to ensure that
individuals can participate productively in
all aspects of the economy and society.
5 Other ABET Annual SLA The Chemical sector stakeholders have
Target and requested to have ABET interventions
Sector request supported.
BEE Indicator 2.5. The Sector has a significant challenge in
meeting the SLA targets around BEE and
this impacts directly on the delay in the
transformation of the Chemical Industry.
FUNDS PERMITTING
NOTE ON SPECIAL PROJECTS
The following projects are managed as special projects and will NOT be funded as
individual Discretionary Grant applications.
1. Provider Support and Development: Support and development provided to potential
or CHIETA providers who wish to be accredited or extend their accreditation scope within
the scarce skills areas falling within the primary focus of the CHIETA.
The grant amount is R30 000 per new provider requiring accreditation on full qualifications
and R15 000 for providers requiring extension of scope on reviewed qualifications and R10
000 for providers requiring accreditation on critical single unit standards
2. Education, Training and Development (ETD) Training: Practitioners/Facilitators,
Assessors and Moderators Voucher Project, by the ETDQA Division. The amount for
assessor moderator will remain at R4000 per assessor/moderator and R5000 for ETD
Practitioners.
3. implementation of Institute of Sectoral Occupational Excellence (ISOE)
Support and development of two providers or workplaces that wish to become ISOE within
the chemical sector. The grant amount is up to R350 000 per provider.
4. Capacity Building(Stakeholder Relations).
5. Bursaries
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6. SME Training
This is undertaken through the SME Training Voucher Project, through which a broad
range of accredited training in the form of short courses may be accessed. See
www.chietavoucher.org.za or e-mail: smetrainingvouchers@chieta.org.za
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GRANTS AVAILABLE PER FUNDING WINDOW
1 SCARCE GET LEARNERSHIPS The grant amount for
SKILLS The achievement of a GETC qualification an employed person
PROGRAMMES allows employees access to Learnership is R12 000 per
programmes in the chemical industries learner per
sector and other sectors. The CHIETA learnership..
provides grants towards the funding of the
implementation of the Chemical Operations The grant amount
Learnership at NQF L1. for an unemployed
For who is it intended? person is R18000
Employees wishing to obtain the NQF per learner per
Level 1 qualification. Employees wishing to learnership
progress on the National Qualifications
Framework
Who may apply?
Companies registered with the CHIETA
CHIETA accredited training providers
(Conditions apply).
FET LEARNERSHIPS The grant amount for
The CHIETA provides grants towards the an employed person
funding of the implementation of DoL is R18 000 per
registered Learnerships, which integrate Learner per
institutional training by accredited providers Learnership.
and workplace training at companies, and
which are occupationally based The grant amount for
programmes that lead to qualifications an unemployed
registered on the NQF. (Applicants may person is R30 000
also claim CHIETA grants for Learnerships per Learner per
registered by other SETAs.) Learnership.
For who is it intended?
Employees in the chemical industries
sector
Unemployed learners (potential
employees)
Who may apply?
Companies registered with the CHIETA
Accredited training providers (Conditions
apply)
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HET LEARNERSHIPS The grant amount for
The CHIETA provides grants towards the an employed person
funding of the implementation of DoL is R18 000 per
registered Learnerships, which combine Learner per year.
training by Accredited Providers with
workplace training, will lead to The grant amount for
qualifications registered on the NQF. an unemployed
(Applicants may also claim CHIETA grants person is R36 000
for Learnerships registered by other per Learner per year.
SETAs.)
NB: Applications for Learnerships that
address critical or scarce skills in the
chemical industries sector, or New Venture
Creation will receive preferential scoring.
For who is it intended?
Employees in this Sector who want to
achieve qualifications using workplace
based training; Employees in this Sector
who are selected by their employers to
participate in Learnerships outside this
Sector.
Who may apply?
Levy-paying companies in the chemical
industries sector
Higher Education Accredited Institutions.
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SKILLS PROGRAMMES Grant amount is R1
The CHIETA funds the implementation of 000 per Learner on
selected skills programmes in the chemical completion of the
industries sector. programme, or R140
per credit per learner
NB: Skill programmes must address critical
(whichever is the
or scarce skills in the chemical industries
highest).
sector.
For who is it intended?
Employees who are selected by companies
in this Sector to participate in the
programmes.
Who may apply?
SP’s up to Level 4: companies registered
with the CHIETA.
SPs above Level 4: levy paying companies
in the chemical industries. CHIETA
Accredited Training Providers (Conditions
Apply)
APPRENTICESHIPS The grant amount for
Apprenticeships remain a viable and an employed person
respected mechanism for skills is R18 000 per
development, and the CHIETA has Learner per year.
systems in place to support
Apprenticeships. The grant amount for
For who is it intended? an unemployed
Employees and unemployed persons who person is R30 000
are selected by companies in the Sector to per Learner per year
participate in the Apprenticeship
programmes.
Who may apply?
Companies registered with the CHIETA
Accredited training providers (conditions
apply)
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2 EMPLOYMENT GRADUATE WORKPLACE EXPERIENCE A grant of R3 000
PROMOTION Grants are paid to companies that provide per month per
experiential training for students needing to Learner for a period
complete their HET qualification in fields of of up to 12 months,
study linked to critical or scarce skills for depending on the
the sector. requirements of the
qualification.
Note: while not strictly enforceable, the
NSDS places a requirement on the
CHIETA to demonstrate 70% placement
rates
Who may apply?
Companies registered with the CHIETA
3 NEW VENTURE a) Grants are provided for the two
CREATION providers accredited by the CHIETA Grant amount to any
(primary ETQA) and learning programme first two providers
approved (secondary ETQA) by who meet the
SERVICES SETA to implement the New application
Venture Creation qualifications as required requirements @ R30
by NSDS 11 000 per learner on a
NVC Learnership for
Who may apply? a period of up to 12
CHIETA Providers already fully accredited months.
for any of the full qualifications from the
CHIETA’s primary focus FUNDS
PERMITTING
b) A FET Learnership (as registered and
quality assured by Services SETA) that
equips an unemployed learner to establish
a new venture. It is deemed important that
the Learnership is contextualized to the
chemical industries sector.
For who is it intended?
Unemployed learners up to the age of 35.
Who may apply?
Companies registered with the CHIETA
Services SETA accredited providers
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4 RECOGNITION OF PRIOR LEARNING Grant amount
(RPL) Up to R3000 p/day to
Grants are provided to source ETD a maximum of 20
expertise to implement workplace RPL days.
initiative in the following categories:
• Strategy Development (Limit of R60 000 per
• Design and Development (e.g. project)
assessment guides and instruments
for RPL)
• Assessment (external RPL of
learners)
(RPL Guideline and Implementation
Manual is available on the CHIETA
website.)
Who may apply?
Companies registered with the CHIETA
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5 Other ABET The following grants are paid
ABET programmes are available to employees in the Sector who by CHIETA:
wish to acquire a formal basic education. Programmes are
available at ABET Levels 1-4, however proposals for ABET ABET 1 – R2 000
Level 4 are particularly encouraged, in terms of the SLA targets ABET 2 – R3 000
with the Department of Labour.
ABET 3 – R4 000
ABET 4 – R5 000
For who is it intended?
Employees wishing to acquire a formal basic education and
training certificate.
Who may apply?
Companies registered with the CHIETA
BEE Up to R45 000 per person per
annum (funds permitting).
Grants are made available for the management development of
middle and senior black managers in chemical sector enterprises
(limited to 5 candidates per enterprise per annum). Conditional
on submission of annual skills plans, and training reports,
irrespective of size of enterprise. The grants are directly linked to
improvements in participation of BEE firms, as well as firms
wishing to improve their BEE credentials.
Who may apply?
Professionals
BEE entrepreneurs
Large and SME enterprises
Co-operatives.
Who provides training?
Accredited HET / FET providers
Company based preparation programmes, or companies that
have gained programme approval.
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THREE DISCRETIONARY GRANT PROCEDURES
3.1. Standard Operating Procedure (SOP)
SCOPE
This procedure covers the Discretionary Grant Procedure to be covered by applicants
This procedure does not cover any applications not pertaining to Discretionary Grant
Discretionary Grant Applicant
1. Does the application meet the Discretionary Grant criteria?
2. Does my application consist ONLY of Appendix “B” of the guideline and supporting
documentation?
3. Have I completed a separate project description (section B of the application form) for
each grant category applied for?
4. Will it reach the CHIETA in time to meet the submission deadline? (11th of August 2009)
5. Is the application a product of consultation with stakeholder parties?
If so, have the parties signed section F of the application form (Appendix “B”)?
6. Was an original copy delivered by hand / post to the CHIETA Regional offices?
7. Is there proof of banking details( Cancelled Cheque or banking statement)?
8. Are there any unspent funds from the previous financial year, and have these been
refunded to the CHIETA, or reflected as committed funds, or deducted from the current
project budget?
9. Are the proposed education and training providers accredited to provide the service they
have been earmarked for?
The CHIETA will only seek to obtain Governing Board approval for an exception to
grant regulations, policies, or procedures when the deviation is demonstrated to be
highly beneficial to either the sector strategic goals or to the fiscal stewardship of
the project.
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Further to the provisions outlined in sections 1 and 2, the following outlines the Discretionary
Grant procedure:
Stage MILESTONE DURATION DATES
1 Annual Guideline developed, consulted and 35 work days May- June
approved 2009
Publish and Distribute Guideline and Call 40 work days July 2009
for Applications
2 Project Proposals received, assigned 7 work days 11 August
tracking numbers 2009
Receipt acknowledged 14 days 14 August
2009
3 Project evaluated against criteria and 5 days 16 August
budget 2009
(and where necessary, initial site visits
conducted)
Shortlist of Recommendations prepared for 10 days 18 August
DGRC 2009
DGRC Meeting for approval of grants and 1 day 20 August
projects 2009
4 Letters of notification and contracts sent to 9 days 27 August
applicants. Note clause 5.3 of the contract: 2009
“Failure to sign this Agreement within thirty
days of the recorded date of postage shall
mean that the grant award is automatically
cancelled and shall be made available for
re-allocation.”
Award queries are responded to and Within 30 days 10 September
resolved 2009
5 Approved projects uploaded onto MIS After 30 day period
as per clause 5.2 of
contract.
34 work days
st
1 tranche disbursement made (if previous Within 10 work days 23 September
cycle completed) of receipt of contract 2009
Mid term project progress report received Before or on 31 Varies
and evaluated March 2010 according to
nd
2 tranche disbursement made Within 10 work days different
of receipt of report. contracts,
Before or on 31 projects, and
March 2010 organisational
Monitoring site visit conducted Before or on 31 progress.
March 2010
Report prepared and submitted to grantee 5 work days
and DG Unit
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6 Project Closure Report received 10 work days after
receipt of monitoring
site visit report
Third tranche disbursement made. Within 10 work days.
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3.3. Reporting and Monitoring
It is a condition of the contract that applicants forward project progress reports,
completed in standard CHIETA templates
1) A Mid-term Progress Report on the utilization of the grant upon reaching
50% of the MoA “deliverables”. To be completed in the standard format
provided by the CHIETA Projects Division, and accompanied by a Financial
Report.
2) A Projects Closure Report within 30 days of completion of the MoA
deliverables. To be completed in the standard format provided by the
CHIETA Projects Division, and accompanied by a Financial Report (Income
and expenditure statement).
In addition, a monitoring site visit by CHIETA officials takes place
upon submission of the project closure report, as a form of verification
and quality assurance.
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 20 of 39
3.4. Discretionary Grant Contacts
National Office Call Centre: 0860 244 382.
Discretionary Grants Practitioner Happiness Mlambo hmlambo@chieta.org.za
Regional Offices
administrator.kzn@chieta.org.za
or administrator.wcape@chieta.org.za
or gauteng@chieta.org.za
Or
For any assistance you require to complete the grant application forms or
conducting a skills planning exercise, contact your nearest CHIETA regional office
as listed below:
• Gauteng Regional Manager: (011) 805 6743/4,
mmokgalane@chieta.org.za
• Kwazulu-Natal Regional Manager: (031) 368 4040,
rnaidoo@chieta.org.za
• Western Cape Regional Manager: (021) 551 1113,
radriaanse@chieta.org.za
APPENDIX “A”: Critical and Scarce Skills from SSP matched against programmes
types (extract from SSP update 2009)
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Various
qualifications
Corporate Yes and general
11120 General management
1 manager 8 yes 104 experience.
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OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
yes
Sales &
13110 Marketing
2 Manager no 138
chem
industry
exp, people
mgmt,
communicat
ion skills,
exposure to
13220 Financial yes all business CA qual, 7 -10
1 Director (absolute 7 no units, 149 yrs exp
petroleum Industry BEE
industry transformation
knowledge, course (incl
company - legislative
specific requirements),
knowledge, company HR
combination training,
with general business
crossfunctio management
nal HR course , HR
yes, knowledge, learnership
relative diversity level 5, finance
(equity manageme for non-
and geo nt, change financial
manageme managers,
nt, strategy organisation
implementa development
tion, and change
aligning of management
HR learnership
Personnel/ processes level 6, HR
human with legislation
13230 resources business (customised to
1 manager 5 to 8 no acumen, 130 petroleum),
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 22 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
financial proj
manageme management,
nt skills, monitoring and
analytical reporting
skills and training
monitoring
trends
Policy and
13240 planning Yes
2 manager 6 Yes 102 Qualification
yes
Engineering
13320 Project
1 Manager no 202
Yes 4 Chemical
operations
level 4
Production/
Operations
Manager
13350 (Manufacturi
2 ng) Yes 207
yes
Supply and
13360 Distribution
1 Manager 5 no 195 Degree
13510 ICT Project Yes
2 Manager 6 Yes 102 Qualification
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 23 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
legislative
knowledge,
MHI (major
yes
hazardous
13990 Environment installation)
2 al manager no skills, 50
yes Diploma
13990 Laboratory
3 Manager no 107
yes
22110 Accountant
1 (General) no 264
Qualification,
workplace
yes
22120 Internal experience,
4 Auditor no 121 diploma
yes 6 As in HR As above
manager
22310
1 HR advisor No 160
yes
Training and
22330 development
1 professional No 135
Learnership,
Skills Yes skills
22470 development programme,
3 facilitator 5-7 374 degree
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OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Market
22510 research yes Degree,
2 analyst no 35 learnership
Marketing
diploma in
addition to
yes - another
geograph degree
ical; and (BSc or university
absolute something), degree plus
(for industry postgraduate
quality and or diploma,
22510 Marketing skilled 5 and marketing workplace
3 practitioner people) 6 no skills 112 exposure
Sales
representativ
yes
e/salesman
22540 (Industrial oil industry
1 Products) no exp 142
selling
skills,
product Learnership
knowledge, under
22540 Medical disease development
2 Sales Rep yes 5 yes entitiy, 350 level5
23310 chemical yes
1 engineer yes 608
Chemical
23310 engineering
2 technologist Yes 235
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OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
project
manageme
nt, people
manageme
nt and
leadership,
financial
and
23330 Electrical business
1 engineer yes 7 no skills 329 eng degree
fitness sa
testing, Bdegree in sy
corrosion, mechanical sa
yes
strength of eng, or ins
23350 Industrial materials metallurgy, 4 to we
1 engineer 6 yes etc 194 5 yrs exp TU
yes
learnership or
apprenticeship
23350 Mechanical 5years +
2 engineer yes 404 experience
petroleum
23360 Petroleum yes engineering
2 engineer no 16 degree (USA)
Learnership/int
ernship,
23440 technical
2 Geophysicist Yes 6 Yes 90 diploma/degree
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 26 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
knowledge
of analytical
chemistry,
chemical
analysis,
instrumenta
l analysis,
critical
thinking,
polymer
chemistry,
surface
chem,
computer
lit, problem
solve,
flexibility
(judgement, BSc Chem or
multi Ndip anal
tasking), chem; Colour
innovation, Theory and
yes communicat inhouse colour
relative - ion & training,
23420 replacem presentatio City&Guilds
1 Chemist ent 5 to 6 yes n skills 601 paint courses?
installation
compliance
experience
and gas
yes
systems
Environment exp, project
23430 al Research manageme
3 Scientist no nt skills 13
23440 geologist
yes
1 (petroleum) no 39
23450 Microbiologis yes
7 t no 10
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 27 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Yes
Environment Degree, skills
25130 al health programme,
1 officer 4-6 Yes 157 learnership
HAZMAT,
operations,
process
knowledge,
legislative
knowledge
(security
safe
environmen
t, environ
yes quality
standards,
national
keypoints
act,
petroleum
products
Occupational legislation,
Health and mining
25130 Safety Health & CAIA
2 Advisor 4 to 8 no safety act 166 standards
compliance,
understandi
ng of
legislation
and MCC
(medicinesd
control pharmacy
no, council) degree, 3yrs
25150 Industrial critical requitement work
2 Pharmacist skill 7 no s; 180 experience
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 28 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
leadership
skills for
manageme
nt role
analytical,
medical
skills
(understand
anatomy
and
physiology),
Clinical influencing
Pharmacolo and
gist communicat
(Clinical ion skills; pharmacy?
25331 Research yes - leadership Degree, 5
5 Associate) absolute 6 no for mangers 100 years work exp
Registered
nurse
Yes
25440 (medical and
8 surgical) 6 Yes 102 Qualification
yes
ICT
26110 Business retail
1 Analyst no aspects 125
yes
26130 Developer
2 Programmer no 157
Computer
Network and yes financial
26310 Systems analysis
1 Engineer no skills 342
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 29 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Network Yes
26310 Administrato
2 r 2-3 Yes 105
infrastructur
e analyst
skills -
understandi
ng
company
specific
no infrastructur
e (strategy
service
delivery
models,
project
26320 ICT support manageme
2 technician no nt) 10
specific in house skills
product training in
knowledge, customer
understandi management
ng of paint learnership
chemistry, level 4,
analytical SAPMA, paint
skills, technology/
problem surface
solving, coatings
numerical qualification;
discernmen diploma in
t, business analchemistry
acumen, or chem eng or
yes - customer polymer chem
Technical equity relationship level 5, and 3
Support and skills, self or 4 yrs
26320 Services geograph manageme experience;
5 Manager ic 5 yes nt, 110 colour theory
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 30 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
computer
literacy,
innovation,
colour
theory,
colour
troubleshoo
ting,
communicat
ion skills
yes
31140 Chemistry NEW
1 technician 2 to 4 yes 1120 learnership
Electrical
31230 Engineering Yes
2 Technician 5 yes 204 Degree,
yes
Internship,
Electronic work
31240 Engineering experience,
2 Technician no 424 diploma
flow
yes pressure,
calibration
Mechanical and repair ref
31250 Engineering of learnership ch
2 Technician 2 to 4 yes instruments 689 level 2 to 4 pro
Design and
manufacturin
yes
31290 g
4 Draftperson no 20
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 31 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Chemical Yes
and
biochemical
31290 engineering
7 technician 279
generic
auto
mechanical
yes
skills -
32120 Diesel motor diesel &
2 mechanic 2 to 4 yes petrol 80
Metal
fabricator yes learnership or
32230 (Boilermaker apprent levels
1 ) 2 to 4 yes 215 2 to 4
Learnership,
seminar,
32320 Fitter workplace
1 (General) Yes 3-4 Yes 4967 experience
Explosives
exp.fault
finding,
competency
to do quality
job.
Pneumatics
&
hydraulics.
Preventativ
e
32320 Fitters & maintenanc
2 Turners yes yes e 164
Precision
Instrument
32330 Maker and
4 Repairer Yes 2-4 Yes 5 Apprenticeship
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 32 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
Toolmaker
32340 (tool or die
2 maker) Yes 2-4 Y 55 Apprenticeship
problem
solving,
critical
cross field
outcomes,
technology
knowledge, millwright
32350 productivity, apprenticeship
1 Millwrights yes 4 yes quality 280 level 4
33110
1 Bricklayer Yes 2-4 Yes 50 Apprenticeship
33310
1 Glazier Yes 2 Yes 300 Learnership
repairing
and
34110 Electrician maintenanc
1 (General) yes yes e 2295
legislative,
flame
Electronic proofing, learnership
yes
Equipment certification electrical and
34230 Trades of electrical professional
3 Worker 5 yes work 5 licensing
Electronic Learnership,
instrument seminars,
34230 trades workplace
4 workers Yes Yes 10 experience
quality , first Chemical ops
Chemical line learnership
39920 Plant maintenanc level1, chem
1 controller no critical 3 yes e, planning 2069 manufacturing
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 33 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
& shift level 2 & home
organising, and personal
problem care 3, chem
solving equipment
(critical level 2.
crossfield
outcomes);
reporting
medicl gas
installation
(hospitals),
yes industrial
Gas or gas learnership or ref
39920 Petroleum systems apprenticeship ch
2 Controller 2 to 4 yes installation 40 level 2 to 4 pro
55130
1 Payroll Clerk No 16
59110 Purchasing
yes
3 Officer no 8
Dispatch and yes ..
59120 receiving
1 clerk yes 10
problem
solving,
Glass analytical,
production numeracy, molten glass
71110 machine on the job learnership CO
3 operator yes 2 to 3 yes training 95 level 3 &P
71150 Yes Apprenticeship,
3 Welder 2-4 yes 50 leanership
yes
Chemical
Production
71190 Machine
1 operator 2200
71290 Boiler or observation no qualification
1 engine yes 2 yes , ensuring 6 in chieta.
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 34 of 39
OFO NQF NQF Critical Numbers
Code Occupation Scarce? Level Aligned? Skills Required Interventions Pr
operator - the temp Steam
71291 and generation
pressure learnership
are under from e-seta
control
Bulk
materials
yes
71290 handling
2 operator no 590 Learnership
Internships,
Yes learnerships,
73310 Petrol tanker apprenticeship
4 driver 2-5 yes 174 s.
Te
Pe
DS
(du
yes
so
Learnership or tra
82170 apprenticeship tru
1 Riggers 2 to 4 yes 5 (level 2 to 4) Sy
Yes
83930 Product
1 examiner 5 Yes 204 Qualification
APPENDIX “B” GLOSSARY
Apprenticeship A trade qualification, which was registered with an Industry Training
Board in terms of the Manpower Training Act of 1981
ASGI-SA The Accelerated and Shared Growth Initiative for South Africa
BBBEE Broad Based Black Economic Empowerment
CHIETA Chemical Industries Education and Training Authority
CBOs Community-based organisations
CISGB Chemical Industries Standards Generating Body, which develops unit
standards and qualifications that fall within the scope of the CHIETA.
Co-ops Co-operatives
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Critical Skill A Critical Skill is defined as a trade, competency or technique which is
indispensable and crucial to operations within the sector. In keeping
with international trends is reserved for internal skills gaps:
Key or generic skills / critical cross-field
outcomes such as problem solving, learning to
learn), language and literacy skill, mathematical
skill, ICT skill)
Technical (top-up) skill linked to occupational
classification system.
Firms or sectors experiencing productivity,
service delivery, and quality (wastage)
problems linked / related to skills deficits.
DGRC Discretionary Grant Review Committee, appointed by the CHIETA
Governing Board
Discretionary Grant Grants paid out in terms of Regulation 6(3) (a) and (b) of the Skills
Development Levies Act No 9 of 1999. To access the grant an
application on the prescribed form must be completed and a contact
signed
Discretionary Grant The discretionary grant cycle refers to the payment period from which
Cycle the allocation to Discretionary Grants as well as unclaimed funds are
‘swept’ into the following SETA cycle for project implementation in the
latter cycle i.e. unclaimed funds from the Discretionary Grant cycle
April 2003 to March 2004, are swept into the next SETA cycle being
April 2004 to March 2005, for projects that will be implemented in the
latter cycle.
DoL Department of Labour
Employer ‘Employer’ as defined in the Fourth Schedule to the Income Tax Act
ETD Education, Training and Development
ETQA Education and Training Quality Assurance body, within the CHIETA
that quality assures learning programmes, as mandated by the SAQA
Act
Funding Priorities The Discretionary Grant funding policy that gives priority to specific
criteria, e.g. critical skills.
Further Education Education and Training at Levels 2 to 4 of the National Qualifications
and Training (FET) Framework (NQF)
General Education Education and Training towards Level 1 of the NQF (Level 1 being
and Training (GET) equivalent to Grade 9/Std 7)
Grant Regulations Skills Development Grant Regulations 29584 of 2nd February 2007.
May be requested from the CHIETA
Higher Education Education and Training at Levels 5-9 of the NQF.
and Training (HET)
ISOE Institutes of Sectoral and/or Occupational Excellence
JIPSA The Joint Initiative for Priority Skills Acquisition, the implementation
arm of ASGI-SA
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 36 of 39
Learnership A learning qualification that includes a practical work-based
component. A Learnership has to be aligned with a registered NQF
qualification.
(It is important to note that the CHIETA supports Discretionary Grant
Applications for Learnerships registered by other SETAs).
Lead Employer An employer who, in terms of Regulation 3(4) of the Learnership
Regulations, 2002 is identified in a Learnership Agreement as a lead
employer who undertakes to ensure compliance with the employer’s
duties in terms of the agreement.
Learning A set of learning activities intended to provide a learner with particular
Programme knowledge and skills
Level of Level of education and training programmes on the NQF
programmes
Mandatory Grant Grants paid out in terms of Regulation 6(1) (a) and (b) of the Skills
Development Levies Act No 9 of 1999. In order to access these funds
one must complete an annual Workplace Skills Programme (WSP)
and Education and Training Report (ETR)
NGOs Non-governmental organisations
NQF The National Qualifications Framework
NSDS II National Skills Development Strategy valid from 1 April 2005 to 31
March 2010. May be requested from the CHIETA
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 37 of 39
NVC New Venture Creation
Projects Division The Division within the CHIETA that administers Discretionary Grants
for the chemical industries sector
QMS The Quality Management System as defined by the CHIETA
Education
and Training Quality Assurance (ETQA) Division
RPL A process that enables a person to gain credits for unit standards or
qualifications in recognition of the skills, knowledge and capabilities
that they have gained through any combination of formal or informal
training and education, work experience, community engagement or
general life experience.
SAQA The South African Qualifications Authority established in terms of the
South African Qualifications Authority Act, No. 58 of 1995
SARS South African Revenue Services
Scarce Skill A scarce skill is defined as a trade, competency or technique which is
hard to find, or currently insufficient to meet its demand in the sector.
It relates to Occupations in which there is a scarcity of qualified and
experienced people – current or an anticipated – identified in respect
of:
Geographical location (Relative)
Equity (Relative)
A new or emerging occupation for which there are
no programmes / qualifications (as yet) (Absolute)
Firms, sectors and/or country experiencing
economic blockage (can’t grow) / lower
productivity growth (Absolute)
Replacement demand and supply indicators
(Absolute &/or Relative)
SD Regulations Skills Development Regulations No 22398 of 22 June 2001
SDL number Skills Development Levy number, as allocated by SARS
SSP Sector Skills Plan. May be downloaded from the CHIETA Website:
www.chieta.org.za
Sector Strategic Sector skills needs prioritised as criteria to determine eligibility for the
Initiatives Discretionary Grant allocations. See also “Scarce Skill” and “ Critical
Skill”
SETA Sector Education and Training Authority
Skills Programme Occupationally based training programmes that are credit bearing
delivered by accredited education and training providers. On
successful completion learners could receive credits towards a
qualification registered on the NQF
Skills Development Any skills development project in line with the CHIETA criteria
Project
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 38 of 39
SME Small and Micro Enterprise with less than 50 employees
Unemployed An individual who has no employment and has not entered into a
contract of employment. This includes individuals who have been
retrenched. As referred to in the Skills Development Act, unemployed
learners are commonly referred to as 18.2 learners while employed
learners are known as 18.1 learners.
APPENDIX “C”: DOCUMENTS TO SUPPORT DISCRETIONARY GRANT MANAGEMENT
SOP
1) Application Form
2) Acknowledgement of Receipt
3) Notification of outcome
4) Contract
5) Change Request Template
6) Mid-Term Progress Report
7) Monitoring Visit Report
8) Project Closure Report
9) Termination of Contract
DG Guideline updated 300709.doc UNCONTROLLED COPY Page 39 of 39
