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DISCRETIONARY GRANT GUIDELINE 2010 For Implementation of

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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




DG Guideline updated 300709.doc           UNCONTROLLED COPY                           Page 2 of 39
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



DG Guideline updated 300709.doc                UNCONTROLLED COPY                              Page 6 of 39
     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:




DG Guideline updated 300709.doc              UNCONTROLLED COPY                                Page 7 of 39
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.




DG Guideline updated 300709.doc                UNCONTROLLED COPY                                Page 8 of 39
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




DG Guideline updated 300709.doc         UNCONTROLLED COPY                            Page 10 of 39
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)




DG Guideline updated 300709.doc                   UNCONTROLLED COPY                              Page 11 of 39
                                  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.




DG Guideline updated 300709.doc                  UNCONTROLLED COPY                            Page 12 of 39
                                  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)




DG Guideline updated 300709.doc                  UNCONTROLLED COPY                             Page 13 of 39
  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




DG Guideline updated 300709.doc                  UNCONTROLLED COPY                               Page 14 of 39
  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




DG Guideline updated 300709.doc                   UNCONTROLLED COPY                           Page 15 of 39
  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.




DG Guideline updated 300709.doc                            UNCONTROLLED COPY                                                     Page 16 of 39
                   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


    DG Guideline updated 300709.doc          UNCONTROLLED COPY                               Page 18 of 39
6         Project Closure Report received                10 work days after
                                                         receipt of monitoring
                                                         site visit report
          Third tranche disbursement made.               Within 10 work days.




    DG Guideline updated 300709.doc          UNCONTROLLED COPY                   Page 19 of 39
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),


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  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

DG Guideline updated 300709.doc               UNCONTROLLED COPY                               Page 24 of 39
  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

DG Guideline updated 300709.doc                 UNCONTROLLED COPY                              Page 25 of 39
  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


DG Guideline updated 300709.doc                 UNCONTROLLED COPY                              Page 35 of 39
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

				
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