export marketing and investment assistance (emia) kwazulu –natal export week 27 - 29 october 2015...

EXPORT MARKETING AND

INVESTMENT ASSISTANCE (EMIA)

KWAZULU –NATAL EXPORT WEEK

27 - 29 OCTOBER 2015

Presented: Busisiwe Radebe

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CONTENTS

Definition & Goals of EMIAEMIA StructureEMIA OfferingsIndividual Participation Performance IndicatorsActual Assistance (Financial Contribution)Individual Participation and AssistanceGeneric EMIA DocumentsMandatory ConditionsLimitations & ExclusionsApplication ProcessClaim SubmissionGeneric Claims DocumentsSASS: Emerging ExportersHow to contact the dti

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EMIA DEFINITION

Partially compensate SA exporters for costs

incurred to:

Develop export markets for SA products &

services.

Recruit new foreign direct investment into SA.

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EMIA GOALS

Increase contribution of SMME’s to the economy

Advance broad-based black economy empowerment

(BBBEE)

Increase the levels of direct investment in priority sectors

Increase export market access

Bridging the gap between the first and second economy

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EMIA Scheme

GroupMissions

National Pavilions

IDADDirector

TISADirector

SSAS & CPFP

Individual MissionsPMR & FDI

Individual Exhibitions

EMIA STRUCTURE

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EMIA OFFERINGS

Group Participation

Individual Participation

Project Funding

National Pavilions

Individual Exhibitions

Sector Specific Assistance

Outward Investment and Selling Missions

Foreign Direct Investment and Primary Market Research

Capital Projects Feasibility Programme

Inward Buying and Investment Missions

Individual Inward Missions

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ACTUAL ASSISTANCE

Assistance is provided on the following basis:

Travel (economy class);

Daily subsistence;

Transport of samples for specific events;

Development of marketing materials for specific events;

Exhibition costs relating to stand rental, stand design and set up costs; rental of furniture

Costs of brochures;

Project funding.

INDIVIDUAL PARTICIPATION

• Individual Exhibition and In-Store Promotion

– Individual Exhibition (IE) – Assistance is granted to individual exporters to exhibit products at recognised exhibitions abroad where thedti does not provide for a National Pavillion

– In-store promotion - Assistance is granted to groups of five or more SMME or HDI manufacturers to showcase specific South African manufactured products in targeted retail outlets abroad.

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INDIVIDUAL PARTICIPATIONcontinued

• Primary Market Research & Foreign Direct Investment– Assistance is provided to partially compensate exporters for

costs incurred in developing new export markets and to recruit new foreign direct investment into S.A through personal contact by visiting potential investors in foreign countries.

• Registration of patents, trade marks & quality marks– Assistance is provided to exporters for costs incurred

relating to registration of a product in a foreign market

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Assistance under PMR is also extended towards attending the following:

- Exhibition linked to research

- Conference


• Individual Inward Mission

– Assistance is provided to S.A entities organising an inward buying/investment mission to enable a prospective buyer/investor to make contact with them to conclude export orders or attract foreign direct investment

– The assistance is now extended towards inviting a foreign expert within the industry for capacity building in terms of technology or skills transfer

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INDIVIDUAL EXHIBITIONASSISTANCE

Economy class return airfare

HDI’s &SMME’s

100% to Maximum of R17,000

Subsistence Allowance

HDI’s & SMME’s R2,300 per day

Transport of Samples

HDI’s, SMME’s R17, 500

Exhibition costs

HDI’sSMME’s and Other size

100% of the exhibition costs to a maximum ofR 50,000 including foreign vat in all regionsAfrica Region: 100% of the exhibition costs to a maximum of R 75,000 including foreign vat for enterprises exhibiting in North, East and West Africa100% of the costs of marketing Materials to a maximum of R7,000)

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PMR AND FDIASSISTANCE

Economy class return airfare

HDI’s &SMME’s

100% to maximum R17,000

OTHER 50% to maximum R 8,500


All Companies R 2,300 per day

Transport of Samples

All Companies R1,000

Marketing Materials Designing & printing of export brochures,promotional videos or CDs

All companies R10,000 per annum

Product Registration

All companies 50% of the actual costs to a maximum of R100,000 per annum ; 50% of the cost relating to registration of a product in a foreign market, such as patents, trade marks and quality marks

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INDIVIDUAL MISSION ASSISTANCE

Inward Missions


R 2,300 per day (Up to 5 days)

Business or Economy class return airfare

100% for HDI’s max R17,000100% for SMME’s max 17,00050% - Other Size max R8,500

Rental of Vehicle R200 per day (Up to 5 days)

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GENERIC EMIA DOCUMENTS

1. Valid Tax Clearance Certificate and Export Registration Certificate

2. Certified copy of the Certificate of Incorporation or Certified copies of ID

3. Comprehensive colour brochure or CD ROM

4. Latest Financial Statements or Three Months Bank Statements

5. Export Marketing Plan

6. Three Air Ticket quotations from three service providers

7. Three Freight quotations from three service providers

MANDATORY CONDITIONS

• All entities should have traded for more than 12 months

• The entity must be a registered legal entity in South Africa in terms of

the Companies Act, 1973 (as amended), or the Close Corporations Act,

1984 (as amended) or Co-operatives Act, except in case of a sole

proprietor and partnerships.

• The applicant must be a taxpayer in good standing and provide a valid

tax clearance certificate before EMIA incentive is disbursed.

• Completed applications should reach thedti two months before the

commencement date of the event.

• Entities applying for EMIA financial assistance might be subject to a site

visit being conducted.16

LIMITATIONS AND EXCLUSIONS

• Individual Participation (Individual Exhibitions, Primary Market

Research & Foreign Direct Investment and Individual Inward bound

missions of assistance is limited to four (4) applications per calendar

year.

• Participation in countries, which are members of the South African

Customs Union (Botswana, Lesotho, Swaziland, and Namibia) is

excluded from EMIA assistance.

• EMIA incentives are not available for events taking place in the period

10 December up to and including 10 January of each year.

• Participation in private exhibitions is excluded.17

APPLICATION PROCESS

• Application– Applicant obtains EMIA application form and guideline from the dti website (

www.thedti.gov.za) or from EMIA customer care line.– Applicant may obtain further information telephonically, by e-mail or visit to

the dti offices. – The guideline should be read before completing the application form.

• Application Procedure– The Applicant e-mail the complete application to: [email protected].– The completed signed application form with the supporting documents

should be forwarded to EMIA by registered mail, courier or hand delivery

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http://www.thedti.gov.za/

mailto:[email protected]

APPLICATION PROCESScontinued

• Basic Evaluation– The applicant will receive an acknowledgement letter within 48 hours.– A letter will be send within 4 working days requesting outstanding

documents.– The applicant will be given 5 working days to submit the documents.

• Adjudication Committee– Technical evaluation will be performed for the complete application.– Adjudication Committee convenes bi-weekly.– Complete applications are presented to the Adjudication Committee– Applications are approved, rejected or referred back for additional

information.– The decision of the Adjudication Committee is final.– Letter confirming approval of the application and the claim form will be

forwarded to the applicant within 15 working days.19

CLAIMS SUBMISSION

• Permissible Submission date of a claim– The claim form and all supporting documentation, together with the relevant

post-event questionnaire must be completed and submitted to EMIA within three months after the date of event from the approved business destination.

– Incomplete claims and claim items received after the three months will be rejected without exception. Customers will forfeit in principle the approval granted to them if they do not submit the claim form and all supporting documentation within three months after the date of event from the approved business destination.

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GENERIC CLAIMS DOCUMENT

• Invoices

– All invoices and proofs of payment must be made out in the

name of the approved entity.

– Only invoices in English or invoices in foreign languages

translated into English and certified by a sworn translator will

be considered for reimbursement.

– In the case of invoices for promotional materials, please

note that only those dated 3 months or a shorter period prior

to the event will be considered for reimbursement.

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• Air ticket and proof of payment– Original or certified copies of the business/economy class air

tickets, which must be accompanied by an invoice and proof of payment.

– EMIA clients will not be reimbursed for air tickets where Voyager miles were utilized.

• Passport– Certified copy of the passport clearly showing: – Personal Particulars (Passport Photo) – Departure date stamp from S.A – Re-entry date stamp into S.A

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• Tax Clearance Certificate– An original valid Tax Clearance Certificate must accompany all claims for

EMIA assistance under all EMIA programmes. – Only the original and valid tax clearance certificate will be acceptable. – In instance where the company cannot submit a tax clearance certificate

due to outstanding taxes with SARS, an IT88 form may be submitted with the claim.

• Documentation confirming bank details– A fully completed original Credit Order Instruction Form with a bank stamp. – A Cancelled cheque or bank statement on the bank’s letterhead.

• Documents for transport costs of samples– A copy of the SARS Export Release Notification or Bill of Entry and the copy

of Airway bill/Bill of Lading– Certified copies of the proof of payment. 23


• Other claim requirements– Faxed copies of the claim or documentation relating to the claim will not be

accepted.– A commissioner of oaths must certify all document copies submitted as true.

• The only acceptable means of payment are:– Cheque; Bank draft, Credit card; Electronic banking transfer– Original or certified copy of the bank statement is accepted as proof of

payment

• The following forms of payment will not be considered for reimbursement:– Cash payments - Offset payments – Book entries - Travellers cheques– Credit Notes

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BENEFIT

Marketing material (eg. Brochures, CD/DVD’s, banners, pamphlets)

Maximum of R22,500 per project or R1,000 per event per participant

Exhibition costs Rental of Exhibition spaceConstruction of stand, excluding interior design Rental of essential furnitureListing in official exhibition directory or registration feesElectrical costsCleaning and security fees

100% of the costs to a maximum or R700,000 or R30,000 per exhibitor

Local & International air travelAccommodation (Bedding & Breakfast, Dinner)Transport of samples (excluding cost of duties on products sold at the exhibition)

Remaining amount to be utilised for other qualifying expenditure

Maximum allocation per project : R1,7million

SSAS: PROJECT FUNDING FOR EMERGING EXPORTERS


LIMITATIONS

Assistance is limited to participating entrepreneurs onlyEntities participate three times onlyMinimum of 10 up to a maximum of 20 SMME’s per project A product or service must have a local content of at least 35% to qualify for assistanceApplication for exhibitions must be submitted 3 months prior to project commencement date and those for missions at least 4 months in advanceDevelopment plan focuses on exhibition participation and missions (both locally and international)Assistance is limited to 100% of the cost of the approved projectExclusions: Visa, personal insurance, Subsistence allowance, Interior Design of Stand and costs of duties on products sold at the exhibition


QUALIFYING CRITERIA

Have been operation for more than 12 months

Comply to statutory requirements including registration with SARS for TCC, Export registration Certificate obtain from Customs and Excise and also with CIPC Be an SMME owned by person/s of South Africa nationality

Participate in a structured export development programme.

Focusing on exhibition participation and missions Have been involved in limited or no exports. Have an EMIA qualifying products or services


SUPPORTING DOCUMENTATION

Original Valid Tax Clearance Certificate Export registration Certificate issued by the SARS, Customs Excise (only for international events) Proof of registration of the enterprise Comprehensive colour brochure or CD ROM or Pictures printed in colour Financial statements or 3 months bank statements Certified copy of the passport of the representative (or ID for locals)

Contact Details

EMIA:IDAD

Director Donald Mabusela [email protected] 012 394 1716

Deputy Director:Individual Participation/CPFP

James Koko [email protected] 012 394 1037

Assistant DirectorSSAS

Busisiwe Radebe [email protected] 012 394 1038

EMIA:TISA

Acting Director Ernest Moagi [email protected] 012 394 1961

Deputy Director: Group Missions

Corne du Plessis [email protected] 012 394 1020

Deputy Director:National PavilionsDeputy Director:National Pavilions

Victor Makhele

Samuel Maboane

[email protected]

[email protected]

012 394 1034

012 394 1357







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How to contact the dti

Contact centre

0861 843 384

Website

www.thedti.gov.za