Stakeholder Application Guidelines for Discretionary

advertisement
Fibre Processing and Manufacturing
(FP&M SETA)
Discretionary Grant
Stakeholder Application
Process 2015 - 2016
Content
• How to register as a DG Stakeholder on
the Indicium System
• How to apply for Discretionary grants Fixed Window / Special Projects on the
system
• Declaration and Application Forms to be
completed
• How to submit your DG application on
line
DISCRETIONARY GRANT OPPORTUNITIES
FOR THE FP&M SECTOR 2015 -2016
• THE INDICIUM SYSTEM IS OPENED FOR ALL
DISCRETIONARY GRANT FUNDING WINDOWS FROM
30TH JANUARY 2015
• PLEASE NOTE: DISCRETIONARY GRANT
APPLICATIONS MUST BE SUBMITTED VIA OUR
ONLINE APPLICATION SYSTEM, ACCESSIBLE VIA
FP&M SETA WEBSITE BY THURSDAY, 30 APRIL 2015
@ 24:00 (MIDNIGHT).
• PLEASE READ THE FP&M SETA DISCRETIONARY
GRANT GUIDELINE DOCUMENT CAREFULLY
BEFORE APPLYING
How to Logon onto the system
• To logon to the system go to
the FP&M website:
www.fpmseta.org.za and
click on the Discretionary
Grant Tab – scroll down to
the bottom of the page
• The following screen will
appear. Please click on
“Stakeholder Registration”
as per the screen opposite.
• The logon screen will open
How to Register as a Stakeholder
(Discretionary Grant User)
• Click on the DG Stakeholder - Register
• Please note that there are the following
External Profiles: indicate in approval letter
which profile must be assigned to you
– Stakeholder (Capturer which includes all approved
stakeholders including SSAs)
– Stakeholder (view only)
How to Register as a Stakeholder
(Discretionary Grant User)
• If you have previously registered on Indicium the
system will check and confirm your current
credentials these will still be active i.e. user name and
password.
• Indicium System users will have different profiles but
only one Logon credential to access the system e.g.
SDF; DG stakeholder or Provider etc.
• The system will ask if you have a current profile and
check your username before moving on to the next
step.
• For NEW DG stakeholder registrations the personal details form
will open up where the users will capture and save their details
• NB* The Physical Address of the applicant is a compulsory
requirement.
• Please capture all the required information then click on the
“Save” button to save captured information.
Link an Organisation
• Please search and select the Organisation using SDL number
or “N number created” for you by the SETA on the system
• Please note if no L number is found when you search then
there will be a pop up message “Dear stakeholder, it appears
your organisation doesn’t appear on our database. Please
contact the regional offices where your project resides for
further assistance in creating your organisation.”
Confirmation of Organisation
Registration
• The following FP&M colleagues have been
identified to provide this support in the
regions and they will confirm the Organisation
number e.g. N00000023
Region
Name and Surname
e-mail contact details
Gauteng/Limpopo/Mpumalanga/North West
Province
Tintswalo Makhuvele
tintswalom@fpmseta.org.za
KZN/Eastern Cape/Freestate
Luntu Phillip
luntup@fpmseta.org.za
Western and Northern Cape
Elizabeth Goncalves
Elizabethg@fpmseta.org.za
Document to be uploaded
After selecting the Organisation you are required to
upload an approval letter that the organisation is
authorising you to apply for a DG Grant
And ensure that is loaded – see below
Confirmation of Registration
A confirmation e-mail regarding your registration will be sent
to you confirming that this was successful and indicate
which organisation(s) you linked to your profile
Please note the email will also be sent out to the
respective Regional Manager for approval of the
registration.
How to Logon to access the DG
application forms
The User will type in the Logon details, select “DG
Stakeholder Role” from the dropdown then click on
the Enter button to access the Indicium System.
Next Steps
• The system opens the Organisations Dashboard. Please select the
organisation that you would like to submit an application for a
• Discretionary Grant.
• The user will be able to see all the organisations linked to them and
the ones that has been approved and those still on pending status.
Next Steps
• Click on the organisation that you have access to,
which will be the one on an Approved Status.
• Please note that the Stakeholder Applicant will
only be able to access where the registration
status shows accepted on the system. The
Regional managers are responsible to approve the
stakeholder registrations on the system.
Forms to be completed
•
Organisation details needs to be checked and confirmed. If any details are
“EDITED”, then the SDF is informed via e-mail notification
•
Declaration Form and supporting documents required are based on Legal
Status/Type of Entity
Minimum Requirements
Stakeholders are to have a minimum of the following
documents for upload purposes in electronic format on
hand so as to be able to proceed with the on line
application:
• Valid Tax Clearance Certificate/Tax Exemption
document
• CIPRO/Government Registration
• BEE Certificate (if applicable)
• Bargaining Council certificate/exemption letter
• Occupation Health and Safety Certificate (If
applicable)
DG application Process
•
Please select the DG Application Tab to open the application dashboard.
•
Select the financial year DG Grant Type and Intervention to create applications
Application Form
Special Projects also requires a Project budget to be completed
Steps to be followed
• Step1 - Company Details to be confirmed
• Step 2– Declaration By The Applicant
• Step 3 – Create DG grant application(s) Fixed Window and
Special Projects
• Step 4 - Project Budget Summary (only for Special Projects)
Declaration Form
Application Fields
DG Application Dashboard
Linking Learning Programmes
Please note that a list of the Qualifications and Learning
programmes has been added to the drop down values
including a value for “other” ensure that stakeholders
indicated what programme is going to be supported
Once all the forms and documents have been captured Save and submit the application.
The status of the application will remain “Pending” until
FP&MSETA has completed the evaluation process
Supporting Documentation to be
uploaded
PLEASE REMEMBER TO UPLOAD ALL DOCUMENTS NEEDED BASED ON LEGAL STATUS /
EQUITY TYPE.
• Click on the Document Upload Type to select and upload supporting documents
•
The user has an option to upload supporting documents or generic documents.
•
The dashboard will reflect the Document Type and file name loaded by the
Stakeholder
Submit DG Application(s) on the
System
• Please ensure that you submit your DG application(s) on line –
this button is on the DG Application Forms dashboard.
• An e-mail notification will be sent to the Stakeholder and
Regional office informing them of the application submitted
Closing Date for Submissions
• Please will you ensure that you have read all the
relevant information, guidelines and supporting
documents (terms of reference) on the FP&MSETA
website with regards applications for Discretionary
Grants
Questions?
Thank You
Download