Mandatory Grants Disbursement ProcessBy Viola James

Mandatory Grant Disbursement Process

1. Employer SETA Allocation

2. SDF Registration

3. Submission/Evaluation Criteria

4. Grants & Levies

5. Questions & Answers

1.1. Employer SETA Allocation

• To confirm SETA Allocation, send an e-mail SDL Number to: employerallocation@inseta.org.za or check Employer’s EMP 201 for the SETA Code

• INSETA’s Code is (13)• FASSET (1)• BANK SETA (2)• HEALTH & WELFARE (11)• ISETT (12) • SERVICES SETA (23)

• If your code is incorrect and you wish to change to the INSETA, please see the following process flow:

1.2. Inter-SETA Transfer (IST)

• SARS ‘Annexure B Form’ has been replaced by IST01

• Step 1 : Employer to send IST 01 to old SETA

• Step 2: One receipt of approval the IST 01 must be sent to new SETA

• Step 3 : New SETA will liaise with DoL and SARS

1.3. IST Process Flowchart

Employer submits application for IST to SETA between April-

June of each year using IST-01

SETA approves, forwards IST to DoL

(Sub-directorate: Levy Grants) with

recommendation

SETA informs employer in writing and provides reasons for

disapproving the IST

If employer is not satisfied, the Dispute

Resolution procedure is followed

Department of Labour (DoL) forwards IST-01 to SARS with recommendation

DoL informs the previous and new SETAs that employer has been transferred

through SDGDIS

DoL verifies the application for Inter-SETA transfer

ensure that it is in line with the scope of demarcation

of the new SETA

New SETA acknowledges the transfer to the employer through

IST-02

New SETA requests employer documentation from previous SETA

through IST-03

Previous SETA provides the requested documentation to new

the SETAOld SETA verifies the applicationto ensure that it is in line with the scope of demarcation of the new SETA to which the

employer wishes to be transferred.

SARS approves IST and records transfer on SDL Employer Database

1.4. SUB-SECTOR (Main Activity) SIC Codes

• Short-Term Insurance…………………… ……………..82191

• Life Insurance……………………………………………82110

• Pension Funding………………………………………..82120

• Insurance & Pension Funding…………………………82100

• Risk Management………………………………………81902

• Health Care Benefits Administration………………….82131

• Unit Trusts……………………………………………….81901

• Funeral Insurance………………………………………82192

• Reinsurance……………………………………………..82193

• Activities auxiliary to Financial…………………………83000

Intermediation (e.g. Brokerages)

2. SDF Registration

1. Complete SDF Registration Form - Primary or Secondary2. Have it Duly Signed3. Fax 4. Capture SDF Details on SMS5. Username & Password will be e-mailed

Online Registration• Available• Workflow being re-defined

3. Submission/Evaluation Criteria

1. On-time

2. Completed

3. Signature Notes• All sections included in the Rule, except ABET & LEARNERSHIPs• Signature to reach the INSETA on the 30th June 2008

For Enquiries, mandatorygrants@inseta.org.za

18%

2%

50%

10%

20%

National Skills Fund

SARS

*Mandatory Grants (WSP/ATR)

SETA Operational

**Discretionary Grants(INSETA Projects)

1% Levy Distribution

4.1. Grants & Levies

4.2. Mandatory Grant Disbursements

1ST Payment Run August 2008

2nd Payment Run November 2008

3rd Payment Run February 2009

4th Payment Run May 2009

Scheme Year: 1 April 2008 – 31 March 2009

Thank You Questions & Answers