November 2012
Fasset Strategy Implementation
Agenda
November 2012
Cape Town, Durban, PE
Timing
Gauteng
Timing
Registration
11h30
Registration
08h00
Lunch Buffet
12h00
Breakfast Buffet
08h30
Fasset Presentation
12h30
Fasset Presentation
09h00
Closure
15h00
Closure
11h30
Overview
Fasset Strategy Implementation
• Section 1:
Overview of major strategic changes and allocation of funding
• Section 2:
Levies, grants and Fasset-funded Interventions
• Section 3:
Developing and implementing a Workplace Skills Plan (WSP)
• Section 4:
Conclusion
November 2012
Fasset Strategy Implementation
November 2012
Section 1
Overview of major strategic
changes and allocation of funding
Main functions of Setas
Fasset Strategy Implementation
• To identify and address skills needs in their sector
• Compile and implement Sector Skills Plan
• SDL grant claim process (Mandatory Grant)
• Establish and promote learnerships
• Facilitate discretionary grants and Seta programmes
• Quality assure education and training in their sector
• Accredit training providers (quality checks, monitoring and moderations)
• Education and Training Quality Assurance
November 2012
Fasset’s Strategy 2013 / 2014
Fasset Strategy Implementation
November 2012
Fasset focuses on transforming the profile of the sector through
implementing Pivotal Programmes. These strategic goals align to DHET’s.
Transformation (Learners funded on Pivotal Programmes)
• African learners
• Learners with a disability
Pivotal Programmes
• Learnerships
• Internships
• Qualifications (at least 12 months) – student NSFAS loans
• Development Projects
• Employment
Fasset’s Strategy 2013 / 2014 continued
Fasset Strategy Implementation
Fasset is focusing on new relationships in order to extend the skills
development reach in implementing a career pipeline approach.
• Further Education Training (FET) Colleges
• Universities
• Addressing skills need in the public sector
• Provincial footprint, focus on rural areas
November 2012
Funding Allocated 2013/2014
Funded Area
Strategic Cash Grant
Learnership Cash Grant Entry Grant
Learnership Cash Grant Exit Grant
Lifelong Learning
NSFAS Grant (Phase II)
Assessor and Moderator Grant
Research
Access into Higher Education
Academic/Professional Body Qualifications
Access into Employment
FET Funding Window
Career Guidance and Provincial Strategy
Stakeholder Engagement
Fasset Update
October / November 2012
Amount in R’s
26,300,000
4,000,000
1,500,000
13,000,000
7,154,000
300,000
4,440,000
3,700,000
22,200,000
40,000,000
15,000,000
2,747,000
1,558,000
Fasset Strategy Implementation
November 2012
Section 2
Levies, grants and Fasset-funded
Interventions
Flow of Funds
Fasset Strategy Implementation
November 2012
Mandatory Grant
Fasset Strategy Implementation
November 2012
This application includes a plan of training for the upcoming year and a
report of training for the previous year.
• Either 40% or 50% of the SDL, paid quarterly
• Two formats: <50 and >50
• MS Excel for employers >50
• May include all training, including short courses
• No discretionary criteria
• All population groups, genders etc... may be included in the application
• Cost of training not linked to payout amount
• Training committee recommended for companies employing 50 or more
• Due 30 June 2013
Pivotal Grant – Fasset Definition
Fasset Strategy Implementation
November 2012
Fasset defines the Pivotal Grant as follows:
• MG dropped to 40% with 10% of the SDL designated as a PG, as per NSDS III
• Still being debated
• Not linked to Mandatory Grant, separate grant
• Release date of regulations? Due date?
• Professional, vocational, technical and academic (PIVOTAL)
• Programmes which provide a full occupationally‐directed qualification
• Education and Training applied for must be formal (Fasset definition):
− Qualifications
− Learnerships
− Internships
Pivotal Grant – Fasset Definition continued
Fasset Strategy Implementation
November 2012
• Others: professional placements, work‐integrated learning, apprenticeships, skills
programmes, and work experience placements
• Grant is conceptually similar to the MG, which does not allow for the application
of discretion
• PG is strategic in that it allows for Pivotal Programmes only, whereas Mandatory
Grant may include any training e.g. short courses
Pivotal Grant continued
Fasset Strategy Implementation
November 2012
• Such courses will normally begin in a college or university and would include
supervised practical learning in a workplace as part of their requirement
• In some cases start in the workplace and then move to college or university
• Some PIVOTAL courses can be offered by arrangement between a SETA, an
educational institution, an employer and a learner
• Fundamental to the successful implementation of PIVOTAL programmes will be a
model of cooperation between a SETA, a higher or further education and training
institution and an employer
• This will help ensure responsive curricula and courses
Draft Pivotal Grant Criteria
Fasset Strategy Implementation
• Both registered and completed learnerships and internships
• Completed qualifications only
• Accredited and quality-assured training providers, not short courses
• All skills, not only scarce skills
• Not gender or population group-specific
• For employed or unemployed people?
• 120 credits or 1-year course (no official definition available)
• Not linked to spend, maximum payment according to calculation of tariffs
• Standard costs (Fasset tariff) as informed by regular research
• Absence of funding regulations or guidelines from DHET
• Linked to Learning Programmes Matrix (which is still used in B-BBEE)
November 2012
Strategic Cash Grant
Fasset Strategy Implementation
November 2012
• Maximum of 20% of SDL
• Transformation in the sector: African learners and people with disabilities
• Pivotal Programmes: 3 criteria
• Qualifications (degrees, diplomas), learnerships, internships
• Learners currently commencing, undergoing, or completing a pivotal programme
in the 2013 calendar year
• Tariffs applicable
• Due date 15 February 2014
Qualification Tariffs Definition
Fasset Strategy Implementation
November 2012
• Developed by Fasset to be implemented in Fasset sector
• Absence of guidelines from DHET to inform criteria
• Completed programmes only
• Linked to Learning Programmes Matrix (LPM) (still used in B-BBEE)
• Type: Institution-based theoretical instruction and assessment
• Site: Institutional, e.g. Universities, colleges, schools
• Mode: Face-to-face instruction, distance learning, eLearning
• Achievement: Recognised theoretical knowledge provided by an accredited or
registered formal institution of learning e.g. degree, diploma, certificate
Tariffs 2012 – Qualifications
Fasset Strategy Implementation
November 2012
‘New’
NQF
‘Old’
NQF
Title of qualification
Approx.
Length of
the
Program
me (in
years)
10
8
Doctorates / PhD
2
R 26,000 on completion
R 26,000 on completion
R 47,000 on completion
9
8
Masters Degrees (research only)
2
R 26,000 on completion
R 26,000 on completion
R 47,000 on completion
9
8
Masters Degrees (coursework and research)
2
R 26,000 on completion
R 26,000 on completion
R 47,000 on completion
8
8
Masters in Business Administration (MBA)
2
NA
R 89,000 on completion
R 110,000 on completion
8
7
Postgraduate Diplomas and Professional
Qualifications
2
R 10,500 on completion
R 21,000 on completion
R 42,000 on completion
8
7
Honours
1
R 10,500 on completion
R 21,000 on completion
R 42,000 on completion
7
6
Bachelor’s Degrees and Advanced Diplomas
3
R 10,500 per year, fulltime
R 21,000 per year, fulltime
R 42,000 per year fulltime
6
5
National Diplomas and Advanced Certificates
3
R 10,500 per year, fulltime
R 16,000 per year, fulltime
R 37,000 per year fulltime
5
5
Higher Certificates and Advanced National
(Vocational) Certificates
2
R 10,500 per year, fulltime
R 16,000 per year, fulltime
R 37,000 per year fulltime
4
4
Certificate FET (private and public)
1
R 10,500 on completion
R 10,500 on completion
R 31,500 on completion
1) Distance fees (tuition, books,
stationery, travel only) – unless
specified
2) Day student (tuition, books,
stationery, travel only) –
unless specified
3) Residential student (tuition,
books, stationery,
accommodation, meals,
travel) – unless specified
Learnerships Tariffs Definition
Fasset Strategy Implementation
November 2012
• Developed by Fasset to be implemented in Fasset sector
• Linked to Learning Programmes Matrix (LPM) (still used in B-BBEE)
• Tariff for completion and registration
• Over and above the SARS tax rebates
• Type: Occupationally-directed instructional and work-based learning programme
that requires a formal contract – assessed by accredited body
• Site: Institution (face-to-face, distance or eLearning) and workplace
• Mode: Institutional instruction plus structured, supervised experiential learning in
the workplace – Learnership (LS), Apprenticeship (AP)
• Achievement: Trade certificate, Certificate, Other
Tariffs 2012 – Learnerships
Fasset Strategy Implementation
November 2012
Length of
programme
Tariff Entry
(Registration)
Proof for Entry
Tariff Exit (Successful
Completion)
Proof of Exit
12 month
R 5,000
Trainee confirmation
letter
R 5,000
Trainee discharge letter
24 month
R 7,000
Trainee confirmation
letter
R 13,000
Trainee discharge letter
36 month
R 10,000
Trainee confirmation
letter
R 20,000
Trainee discharge letter
Fasset Strategy Implementation
Learnership Tax Deductions
November 2012
Learnership Tax Allowance
• Section 12H
Duration
Allowance
Allowance (With Disability)
Months
Commence
Completion
Commence
Completion
12 (1yr)
R 30,000
R 30,000
R 50,000
R 50,000
24 (2yr)
R 30,000
R 30,000
R 50,000
R 50,000
36 (3yr)
R 30,000
R 30,000
R 50,000
R 50,000
R 90,000
R 90,000
R 150,000
R 150,000
R 180,000
R 300,000
Internships Tariffs Definition
Fasset Strategy Implementation
November 2012
• Developed by Fasset to be implemented in Fasset sector
• Linked to Learning Programmes Matrix (LPM) (still used in B-BBEE)
• Tariff for completion and registration
• No SARS tax rebate, tariff lower than learnership
• No formal definition (qualifications with SAQA, learnerships with Indlela)
• Recognised or registered workplace structured experiential learning – formally
assessed by a statutory occupational or professional body
• Structured learning in the workplace with mentoring or coaching e.g. Internship
(I), Articles (A), Placements (P)
• Occupational or professional knowledge and experience e.g. registration,
licensing
Tariffs 2012 – Internships
Fasset Strategy Implementation
November 2012
Length of
programme
Tariff Entry
(Registration)
Proof for Entry
Tariff Exit (Successful
Completion)
Proof of Exit
12 month
R 3,750
Trainee confirmation
letter
R 3,750
Trainee discharge letter
24 month
R 5,250
Trainee confirmation
letter
R 9,750
Trainee discharge letter
36 month
R 7,500
Trainee confirmation
letter
R 15,000
Trainee discharge letter
Learnership Cash Grant Entry
Fasset Strategy Implementation
Rewards applicants who are training Africans on learnerships.
• SDL payers and non-levy payers
• Fasset learnership or specific other Seta learnership
• 10 grants per employer for entry and exit grant in total
• African learners and learners with a disability
− 12 month (1 year) R 5,000
− 24 month (2 year) R 7,000
− 36 month (3 year) R 20,000
• Higher amount for learners with a disability
• Employers with staff complement under 150
• Due date 15 February 2014
November 2012
Learnership Cash Grant Exit
Fasset Strategy Implementation
November 2012
When the learner completes the programme, a greater grant can be claimed.
• SDL payers and non-levy payers
• Fasset learnership or specific other Seta learnership
• 10 grants per employer for entry and exit grant in total
• African learners and learners with a disability
− 12 month (1 year) R 5,000
− 24 month (2 year) R 13,000
− 36 month (3 year) R 20,000
• Higher amount for learners with a disability
• Employers with staff complement under 150
• Due date 15 February 2014
Lifelong Learning
Fasset Strategy Implementation
November 2012
A wide range of topics, free to Fasset members are offered.
Month
October 2012
November 2012
Topics
Compliance with Changes in
Legislation 2012
Fasset 2013 Strategy
Implementation
Target Occupations
Legislative (All)
HR (SDFs, HR Professionals)
November 2012
Management and Leadership
Leadership and Management (Junior
and Middle Managers)
March 2013
Budget & Tax Update 2013
Legislative (All)
How to Manage your Business
and Grow your Client Base
Compliance with Changes in
September 2013 Legislation relevant to the
Finance Sector
May 2013
Leadership and Management (Middle
and Senior Managers)
Legislative (All)
Lifelong Learning Continued
Fasset Strategy Implementation
November 2012
Month
Topics
Target Occupations
October 2013
SDF Update
HR (SDFs, HR Professionals)
Managing Teams / Conflict
Management
Survive and Thrive in an
Office Environment
Leadership and Management (Junior
and Middle Managers)
Leadership and Management (Junior
and Middle Managers)
Budget & Tax Update 2014
Legislative (All)
November 2013
February 2014
March 2014
Only firms with a valid SDL number with Fasset will be able to register for the events
This calendar is subject to change
NSFAS Grant
Fasset Strategy Implementation
November 2012
Ensuring retention of learners on learnerships.
• 3 year learnership attracts R60,000 grant
• Transformation in the sector: African learners and people with disabilities
• Learners currently commencing, undergoing, or completing a learnership in the
2013 calendar year with a Fasset employer
• Pivotal Programmes: Qualifications / Learnerships
• Employed learner or an employer representative may apply
• African learners will be relieved of the NSFAS financial burden
• Salary threshold applies
• May be applied for in tranches
• Due date 15 February 2014
NSFAS Grant Amounts
Length
12 (1 year)
Fasset Strategy Implementation
Tariff
On registration
In month 12 of the learnership
24 (2 year)
36 (3 year)
On registration
November 2012
Amount
R 5,000
R 25,000
R 5,000
In month 6 of the 24-month learnership
R 15,000
In month 18 of the 24-month learnership
R 25,000
On registration
R 5,000
In month 6 of the 36-month learnership
R 15,000
In month 18 of the 36-month learnership
R 20,000
In month 32 of the 36-month learnership
R 20,000
Assessor and Moderator Grant
Fasset Strategy Implementation
November 2012
To ensure the supply of assessors of academic and workplace training.
• Reimbursement of the cost of training
• Maximum of R4,500
• Assessor/moderator to be registered with Fasset in 2013
• Training can take place before 2013
• Due date 15 February 2014
Research
Fasset Strategy Implementation
November 2012
To assist the Board and sector in aligning training to strategic objectives.
• 2012/13 (Year 13) Grant Analysis Report
• Sector Skills Plan Update for the period commencing 1 April 2014
• Annual Benchmarking of Training in the Sector
• Learnership Readiness Pack
• Internship Readiness Pack
• Lifelong Learning Learnership Programme (LLLP) Employer Support Guide
• Tracer Study on Development Projects (Academic)
• Database Update (Employers)
• Database Update (Learners)
Access into Higher Education
Fasset Strategy Implementation
November 2012
The funding windows opens doors for learners to enter higher education.
• African and all disabled learners
• Learners lacking requisite entry requirements into a sector-specific higher
education qualification
• Incorrect subject choices or followed an unrelated discipline
• 2nd chance learners
• Complete programmes and meet entry requirements which allow them to enter
sector-relevant higher education qualifications, for progression in the sector
• Tuition fees, examination support courses and soft skills interventions
Academic/Professional Body Qualifications
Fasset Strategy Implementation
November 2012
The funding windows opens doors for learners to enter higher education.
• Public providers and professional bodies to assist learners to obtain formal
qualifications
• Learners will be placed in learnerships, internships or full-time employment
• Number of learners with scarce skills qualifications will increase
• Employers will have access to increased numbers of employable learners
• Broader economy will benefit with learners who have a cross-cutting skill that is
needed to grow the whole economy
Access into Employment
Fasset Strategy Implementation
November 2012
Designed to assist unemployed learners (NQF levels 6 – 8) and bridge the
gap between theoretical learning and workplace experience.
• Accounting and non-accounting graduates
• Unemployed, part of NEET population of learners
• Ministerial imperative
• Will undergo work readiness programmes e.g. bridging technical, assertiveness,
it, English language, attitude
• Available for employment on learnerships, internships or full-time employment
• Employers will have access to increased numbers of employable learners
• Broader economy will benefit with learners who have a cross-cutting skill that is
needed to grow the whole economy
Projects Awards
Fasset Strategy Implementation
November 2012
• Fasset has approved 13 new projects for this year
• Contact recruitment centres at service providers
• Details on each project can be found on the website: www.fasset.org.za
• Currently conducting a Tracer study to evaluate the impact of the projects that
have already completed
FET Funding Window
Fasset Strategy Implementation
November 2012
To develop FET colleges, which is also a national and ministerial imperative.
• Capacitating FET colleges with funding set aside
• Improvement of relevant courses offered by FET colleges
• Development of lecturers so as to ensure a quality supply of FET learners
• Partnership agreements to be put in place with Waterberg and Sekhukhune FET
colleges in Limpopo as part of a broader joint Seta initiative to establish a
regional presence in rural areas and townships through FET colleges
• Fasset will support the co-ordinated Seta collaborative effort to establish a
regional presence in rural areas and townships through public FET colleges
• Appointment of a Fasset Provincial Liaison / Brand Ambassador
Career Guidance and Provincial Strategy
Fasset Strategy Implementation
November 2012
Fasset has an intensive National Career Guidance campaign:
• In line with DHET’s National Career Guidance initiatives
• Setas have a role to play in drawing the youth into the mainstream economy
• Targeting learners from Grade 9 level onwards, awareness on careers in finance
• Extend and deepen Fasset’s footprint and reach in rural and impoverished areas
− Fasset Brand Ambassadors: currently in 9 institutions (FETs and Universities):
University of Fort Hare, Nelson Mandela Metropolitan University, University of
Limpopo, University of Johannesburg (Soweto Campus), Tshwane North FET
College, False Bay FET College, Northern Cape Urban FET College
− Print and online advertising
− Exhibitions
− Print and digital motivational career guidance material
− Social media
− Partnerships
Stakeholder Engagement
Fasset Strategy Implementation
November 2012
Engaging with Fasset stakeholders by informing and educating through
regular, effective communication, meeting the following strategic
imperatives:
• The promotion of critical and scarce skills areas within our sector
• Promotion of skills development within sector through targeted marketing
• Promoting skills, access to jobs, sustainable livelihoods via development projects
• Developing a culture of high-quality, lifelong learning and fostering skills
development for high-quality jobs
• Focus on the critical SMME component, specifically levy-exempt employers
• Fostering skills development in the formal economy for productivity and
employment growth
Internship Site Accreditation
Fasset Strategy Implementation
New focus area at Fasset.
• Internships that fall into the graduate work-based category
• Companies apply for programme and site accreditation
• May then apply for Fasset grants
• Claim points of BEE scorecard
November 2012
Whole Firm Accreditation
Fasset Strategy Implementation
November 2012
To accredit non-credit bearing training.
• Firms that offer training that they would like recognised and accredited
• Non-credit bearing training i.e. no assessment
• Functions as Approved Provider accreditation i.e. not linked to unit standards
Return on Investment – R20,000, 10 staff
Description
Mandatory Grant (SDL = R20,000)
Strategic Cash Grant
Development Project Beneficiaries (2)
Fasset Strategy Implementation
November 2012
Amount
R 10,000
R 4,000
R 120,000
Learnership Cash Grant – 1 entry, 1 exit
R 30,000
NSFAS Grant – 2 learners
R 30,000
Lifelong Learning – 5 events, 3 per event
R 37,500
Tax Deduction – 4 learners
Assessor and Moderator Grant – 1 learner
Total
R 240,000 * 30% = R 80,000
R 4,500
R 316,000
Fasset Strategy Implementation
November 2012
Section 3
Developing and Implementing a
Workplace Skills Plan
Developing and Implementing a WSP
Fasset Strategy Implementation
November 2012
Why is planning your organisation’s training and development important?
• Buy-in and co-operation
• Certainty – resource allocation
• Assists with change and transformation issues
• Implementation and measurement
• Reflects business strategy
Issues to consider when developing the WSP
Fasset Strategy Implementation
November 2012
Understanding all the influences or 'inputs' into your training plan. These
could include:
• National issues – legislation, industry expectations, macro economic issues,
market changes etc ...
• Company issues – Vision and mission, business strategy and objectives,
transformation (EE and BEE), productivity, succession and career planning,
health and safety, budget, skills gaps etc ...
• Individual issues – individual requests and ambitions, employee
performance/competency issues, personal development plans, soft skills and
ABET etc ...
Scarce and Critical Skills
Fasset Strategy Implementation
November 2012
The DHET has mandated the Seta’s in recent years to gather urgent data on
Scarce and Critical Skills.
• Scarce skills: people to fill job vacancies which are scarce
• Critical skills: specific skill that is 'critical' to the full functioning of a person within
their job
• These skills are linked to a coding system to enable cross sector and national
research
Online WSP
Fasset is working towards a new online WSP system:
• Under development by Fasset
• Can use existing system
• Website has been revamped
• In future, online submission
• Upload functionality to be available for firms 50+
Fasset Strategy Implementation
November 2012
Fasset Strategy Implementation
November 2012
Section 4
Conclusion
Issues
Fasset Strategy Implementation
• National Qualifications Framework (NQF)
• Quality Council for Trades and Occupation (QCTO)
• Funding regulations
• Online submissions
• Form types
• Difference between Mandatory, Discretionary and Pivotal Grants
• Importance of Pivotal Programmes
• Further Education and Training (FET) college involvement
• Seta involvement in rural areas
• Green paper on skills development
November 2012
Tools
Fasset Strategy Implementation
November 2012
• Fasset website: www.fasset.org.za
• On the website you can gain access to the following:
− Download all the application forms you are required to complete for the grants
− Latest Fasset information
− List of all the relevant Fasset contacts
− List of Fasset learnerships
− Apply for Mandatory Grant online
Fasset Strategy Implementation
November 2012
Thank You
For more information
please contact the
Fasset Call Centre
on 086 101 0001
or visit www.fasset.org.za