Mandatory Grant: Annual Training Report 2007/2008 & Workplace Skills Plan 2008/2009

Mandatory Grant: ATR07/08 & WSP08/09 The Workplace Skills Plan (WSP) Grant application combined with the Annual Training Report (ATR) Grant application is fixed as a percentage of levies paid by an employer. An employer who makes an application on time and in the proper manner will receive 50% of the total of the levies paid over to SARS in the period 1 April 2008 to March 2009 (2008/09). The Workplace Skills Planning (WSP) Grant and the Annual Training Report (ATR) Grant are central to skills development system, which is responsive to the economic and social needs of South Africa. The ATR allows employers to monitor the achievement of the skills priorities and skills development objectives that were outlined in the WSP. What is a Mandatory Grant?

Mandatory Grant: ATR07/08 & WSP08/09 1. Hard Copy: Download or Print version Employers/SDF can , fax, post or hand deliver the fully completed ATR & WSP, Signed Authority Page and proof of training to AgriSETA Where/How to access the new Formats OR 2. Online: Via Internet – Username & Password All registered SDF’s have access to AgriSETA’s SMS System. ATR & WSP can be completed and SUMBITTED online. Only Signed Authority pages and proof of training needs to be sent to AgriSETA. Visit select Levies & Grants, Mandatory Grants. Two Options: (Only Select one option)

Mandatory Grant: ATR07/08 & WSP08/09 1. Less than 50: For Employers employing Less than 50 PERMANENT employees. OR or More: For Employers employing 50 or more PERMANENT employees. Two Formats: (Only Select one format) Hard Copy: Download or Print version

Mandatory Grant: ATR07/08 & WSP08/09 Visit select Levies & Grants, SDF Logonwww.agriseta.co.za Online: Via Internet – Username & Password SDF: Access by entering username & password Update total number of permanent & other employees on the Org Info Tab BEFORE creating a new WSP Create a new WSP by selecting the new scheme year (1 April 2008 to 31 March 2009) on the WSP & Report Tab A pop-up window will appear before access to ATR/WSP is available, select the correct company size. (Note: Small = Less than 50 and Large = More than 50)

Mandatory Grant: ATR07/08 & WSP08/09 Contents of online version: ORG INFO TAB: Organisation Information SDF TAB: Skills Development Facilitator Information ORG CONTACT TAB: Details of Contact persons in the organisation WSP & REPORT TAB: Create, complete, submit, view & print ATR & WSP’s TRAINING COMMITTEE TAB: Details of Training Committee members (If applicable) LEVIES & GRANTS TAB: View & Print Levy contribution & Grant Payments On-Line: Via Internet – Username & Password

Mandatory Grant: ATR07/08 & WSP08/09 DETAILS OF EMPLOYER DETAILS OF SDF Annual Training Report for 1 April 2007 to 31 March 2008 ATR: TRAINING PROFILE ATR: REPORT ON SKILLS PRIORITIES COMPLETED ATR: REPORT ON BENEFICIARIES TRAINED ATR: AMOUNT SPEND ON TRAINING (Less than 50 only) ATR: PROOF OF TRAINING Workplace Skills Plan for 1 April 2008 to 31 March 2009 WSP: EMPLOYMENT PROFILE (NEW – age distribution) WSP: PLANNED TRAINING PROFILE WSP: PLANNED LEARNING PROGRAMS (Replace old Skills Priorities) WSP: AMOUNT ON TRAINING TO BE SPENT (Less than 50 only) WSP: PLANNING OF ABET TRAINING (New) WSP: PLANNING OF SCARCE SKILLS (New) AUTHORITY & BANK DETAILS Contents of ATR & WSP

Mandatory Grant: ATR07/08 & WSP08/09 Most common Mistakes on Applications DETAILS OF EMPLOYERHard copy: Complete the total number of Permanent & Temporary/Seasonal/Contract Workers next to the SDL number(s) on Page 3 On-Line: Complete the total number of Permanent & Temporary/Seasonal/Contract Workers on the ORG INFO Tab BEFORE creating a new WSP DETAILS OF SDFAll employers need to appoint a SDF (Internal or External) ATR: TRAINING PROFILEComplete ALL employees trained including Temps/Seasonal & Contact workers ATR: REPORT ON SKILLS PRIORITIES COMPLETED Be specific. E.g Technical Skills: Tractor Operator Training ATR: REPORT ON BENEFICIARIES TRAINEDNB! Complete the the Priority number(s) next to the number of people trained. ATR: PROOF OF TRAININGOnly send proof of training completed during 1 April 2007 up to 31 March 2008 Date, Type of training, company name must be clear on all pages of proof of training ONLY send a MAXIMUM of 5 pages of proof of training

Mandatory Grant: ATR07/08 & WSP08/09 Most common Mistakes on Applications WSP: EMPLOYMENT PROFILEComplete all employees including permanent, temporary, seasonal and contract workers for whom SDL is paid for. WSP: PLANNED TRAINING PROFILEComplete all employees including permanent,temporary, seasonal and contract workers who will receive training AUTHORITY PAGELess than 50: 2 different Signatures required: 1. Signature of Owner/Managing Partner/Trustee 2. Signature of Skills Development Facilitator 50 or More: 4 different Signatures required: 1. Signature of Owner/Managing Partner/Trustee 2. Signature Skills Development Facilitator 3. Signature of Employer Representative (Training committee) 4. Signature of Employee Representative (Training committee) BANK DETAILSComplete in full and attach one of the following as proof of correct bank details: 1.copy of Cheque; 2.original Cheque; 3.confirmation letter from bank Must be confirmed and signed by Owner/Managing Partner/ Trustee/Finance Manager or Accountant

Mandatory Grant: ATR07/08 & WSP08/09 Important Information: PROOF OF TRAINING: According to the New Grant Regulations employers need to submit proof of training completed before an Application may be approved for payment. We request only a Maximum of 5 (five) pages of proof of training per SDL number. Proof of Training for 1 April 2007 up to 31 March 2008 may consist of the following. TYPE OF PROOF:REQUIREMENTS: 1.COPIES OF INVOICES (Preferred Proof) - Ensure invoice date are clear and for the correct scheme year (1 April 2007 up to 31 March 2008) - Ensure the company name is clearly stated on Invoice 2.And/or Copies of Certificates - If company name is not stated (Printed) on certificate the company stamp needs to be on the certificate. - (Only send copy of one certificate per course) 3.And/or Copies of Attendance Registers - Ensure the company name is clearly stated on Registers (Company stamp may also be used) - Ensure the period or date of training is clearly stated. 4.And/or Summary of Training (Less than 50 only) - Only applicable to in-house or on-the-job training for employers employing less than 50 employees - Must be on company letterhead - Period or date of training must be clearly stated - Training programs completed must clearly be stated - Must be signed by owner/Manager/Partner/Trustee

Mandatory Grant: ATR07/08 & WSP08/09 Incomplete ATR/WSP’s If any part of the document is incomplete or incorrect AgriSETA will notify the SDF at the earliest convenience. Insufficient detail or errors on these Applications needs to be corrected and resubmitted within of notification by AgriSETA. (See the Mandatory Grant Policy on our website) If not re-submitted within 22 working days, the application will be regarded as a late submission and the employer will forfeit their grants. Important Information: 22 working days

Mandatory Grant: ATR07/08 & WSP08/09 Payment of Mandatory Grants Mandatory Grants are being disbursed quarterly. Dates of payments will be sent to all employers & SDFs with their Approval letter. Employers will be notified of any Grant Payment via an automatic generated . AgriSETA do not send any remittances to employers since all info will be available on the SMS system Important Information:

Mandatory Grant: ATR07/08 & WSP08/09 SDF’s All registered SDF’s have a username and password to logon to AgriSETA’s SMS System. It is the SDF’s responsibility to inform employers of the latest Grant Payments, new information and outstanding/Incomplete information. For SDF username & password queries please contact Racquel, Lulu or Amandie at AgriSETA office. Tel: (012) Important Information:

Mandatory Grant: ATR07/08 & WSP08/09 Correspondence: Request to all Employers & SDF: Due to the high volume of WSP/ATRs received on the due date we request that employers & SDF’s send the WSP/ATR before the due date and limit the number of pages to only those pages required. We also request that you send the WSP/ATR ONLY ONCE to AgriSETA. (No need to fax and and post or deliver) A written confirmation of receipt of WSP/ATR will be sent to all employers & SDF upon receipt. Confirmation of receipt will not be done telephonically. Important Information:

Mandatory Grant: ATR07/08 & WSP08/09 Correspondence: All SDF & Employers will receive the following correspondence from AgriSETA: Notice of availably of NEW format All Employers & SDF’s will be notified via /fax when the new formats are available on our website Reminders of Submission All Employers & SDF’s will receive 2 to 3 reminders during months/weeks prior to the due date. Confirmation of Receipt All employers will receive a Confirmation of Receipt of the ATR/WSP once received by AgriSETA. (PS: Confirmation will not be given telephonically) Notice of Incomplete/Incorrect Application: (If applicable) SDF’s or Employers will be informed of any insufficient details or errors on the Application. Seta notification date as well as the due date for the re-submission (22 working days) will clearly be stated on the /fax. Approval of Mandatory Grant Application All Employers and SDF’s will receive an Approval Letter once the complete application has been captured and Approved for payment by AgriSETA. The Grant Payment dates will also be included in this letter. Important Information:

Mandatory Grant: ATR07/08 & WSP08/09 DUE DATE: 30 JUNE 2008! No extensions will be granted Important Information:

Mandatory Grant: ATR07/08 & WSP08/09 Send completed ATR07/08 & WSP08/09, Authority Pages & Proof of Training to: Fax: (012) Post:P.O.Box 26024, Arcadia,0007 Deliver: AgriSETA House 529 Belvedere Street, Arcadia, Pretoria, 0083 For more info on Mandatory Grants please visit our website Contact Details

Mandatory Grant: ATR07/08 & WSP08/09 THANK YOU