SUPPORT Natalie Zimmelman 23 August 2013 Presentation Footer 1 - PowerPoint PPT Presentation

SAICA AND AAT(SA) PUBLIC SECTOR SKILLS DEVELOPMENT SUPPORT Natalie Zimmelman 23 August 2013 Presentation Footer 1

BACKGROUND • Pressure from Accountant-General and Auditor-General to assist in public sector Gauteng DLG, together with DBSA, working on “Operation • Clean Audit” • Collaboration between AAT and SAICA to develop and pilot the Local Government Accounting Certificate (NQF3) in 2007/2008 • Commitment of SAICA and AAT to continue development of Accounting Technicians NQF 3 to NQF 5 - launch AAT (SA) – 21 October 2008 • Delivery of Local Government Qualifications to over 4 000 people nationally • National Treasury Approach in 2012 2

SKILLS SHORTAGE • Independent research survey into shortage of financial skills • 739 organisations interviewed • 22 030 (approximately) accountants short across different levels • 16 642 vacancies at NQF levels 3 to 6 in both financial and non-financial services sectors 3

OVERALL OBJECTIVE • Create an holistic financial skills programme across all levels which: • Enhances the financial skills of the current public sector finance staff at all levels; • Addresses the financial skills shortage through the provision of learnerships for unemployed matriculants and graduates, hence increasing the pool of trained finance staff. • Provides for sustainability through potential provider accreditation 4

SKILL LEVELS Currently addressed by the NQF 7 SAICA training programme CA(SA) at National Treasury CFO level Currently supported by NQF 5/6 the SAICA Deloitte NT/LGSeta Municipal Finance Municipal Finance Manager Training Management Programme Programme Currently addressed NQF 3, 4 & 5 by the AAT (SA) Financial Accountant and Clerical levels programmes 5

ADDITIONAL SUPPORT • SAICA Public Sector Committees • Public Sector Audit Committee Forum (SAICA one of the founding members) • SAICA Municipal Specific CPD programmes • SAICA Councilor Training • Professionalisation of Local Government • AAT(SA) Professional Ethics Programme • FET College Accreditation to offer AAT(SA) Local Government Qualifications • SALGA MOUs (AAT(SA) and SAICA) to drive initiatives 6

AAT(SA) Qualifications Local Business Public Sector Government Stream Stream Stream Certificate: LG “Diploma” in Public Sector Accounting Accounting – “Diploma” - 2016 November 2014 (NQF 5) FET Certificate: Accounting FETC: Accounting Public Sector Technician Technician LG Advanced Certificate (NQF 4) Certificate: Certificate: Accounting Public Sector Accounting Technician Certificate Technician LG (NQF 3)

Qualification Outcomes Certificate: Accounting Technician Local Government: this certificate develops skills in double entry bookkeeping and gives an understanding of management and administrative process. FET Certificate: Accounting Technician Local Government: introduces complex accounting tasks including preparation of final accounts, maintaining cost accounting records and preparing reports and returns. Local Government “Diploma” – to be developed: (Mandatory Units & two electives) Will focus on the areas of accounting most relevant to your needs including audit preparedness, financial statements and financial ratios.

Benefits of Qualifications Recognition - qualification • Registered with SAQA • Registered learnerships (tax and Seta benefits) • Internationally recognised Quality assurance • Accredited providers • Externally set examinations • Support of AAT and SAICA Staff benefits • Competent staff • Professional and proud staff

How does it work? • Classes of between 20 and 25 • Classes at departmental offices • LGAC – 18 days facilitation, plus revision and assessment over 12 months • LGAAC – 40 days plus revision and assessment over 24 months • Timetable agreed with municipality • Accredited training providers appointed by AAT(SA) OR Municipality • Timetable can be shortened at employer discretion

Professional Membership Membership = Academic knowledge + Practical competence 1. Qualification 2. Workplace experience AAT Qualifications Recognition of Prior Learning

Membership Levels Membership Levels When you register with AAT(SA), you belong to a professional body. AAT(SA) offers membership status for every When you register with AAT(SA), you belong to a professional body. AAT(SA) offers membership status for every step of your accounting journey. Once you have completed a level, you will gain recognition, support and benefits step of your accounting journey. Once you have completed a level, you will gain recognition, support and benefits from one of five membership levels below. from one of five membership levels below. This table describes the different AAT(SA) membership levels and the skills set you will gain from each level. This table describes the different AAT(SA) membership levels and the skills set you will gain from each level. You can progress through the membership levels when you further your qualification and work experience. You can progress through the membership levels when you further your qualification and work experience.

THUTHUKA DELOITTE MUNICIPAL FINANCE MANAGEMENT TRAINING PROJECT • Objective of supporting municipalities in achieving minimum standards of competence, as required by the regulations • Funding granted by National Skills Fund of R72m • Guided by National Treasury Municipal Finance Capacity Building Unit • National Roll-out includes National Treasury Interns • 1 210 learners (160 unemployed graduates; 550 Interns and 500 Municipal Officials 13

THUTHUKA DELOITTE MUNICIPAL FINANCE MANAGEMENT TRAINING PROJECT (cont.) • 15 Unit Standards of MFMP provided • Externally provided mentorship and learner support • Support for municipalities to integrate learning in the workplace • Support for the placement of unemployed graduates • All material provided • Advocacy and communication • Funding proposal submitted to the National Skills Fund in 2013 for a further 1 100 learners (awaiting response) 14

CA(SA) LEVEL • Grow CAs(SA) specifically for the Public Sector environment • Recruit learners specifically from rural areas and in partnership with potential recruiting public sector entities • Add learners to the existing TBF programme • Training period delivered in partnership with large firms, National Treasury and Auditor-General • Trainees deployed to smaller public sector departments and municipalities (of origin) 15

THUTHUKA BURSARY FUND • Established out of a need to transform CA(SA) profession • Based on successful model at UFH and includes: • Strong academic programme • Extra Tuition • Life, study and workplace readiness skills; • All material needs • Cohort approach • Consolidation of industry interests • Public Private Partnership 16

CONCLUSION • The development of a comprehensive and ongoing skills development initiative • Creation of a sustainable long-term stakeholder team including Municipalities, DBSA, SALGA, LGSeta, CoGTA and National Treasury for a true Public Private Partnership • Skills Development is ALL of our responsibility 17

QUESTIONS 18