Mandatory Grant: Annual Training Report 2007/2008

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Mandatory GrantAnnual Training Report
2007/2008Workplace Skills Plan 2008/2009
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Mandatory Grant ATR07/08 WSP08/09
What is a Mandatory Grant?

• 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.

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Mandatory Grant ATR07/08 WSP08/09
Where/How to access the new Formats
Visit www.agriseta.co.za select Levies Grants,
Mandatory Grants.
Two Options (Only Select one option)

• 1. Hard Copy Download or Print version
• Employers/SDF can e-mail, fax, post or hand
  deliver the fully completed
• ATR WSP, Signed Authority Page
  and proof of training to AgriSETA

OR 2. Online Via Internet Username
Password All registered SDFs have
access to AgriSETAs SMS System.
ATR WSP can be completed and SUMBITTED online.
Only Signed Authority pages and
proof of training needs to be sent to AgriSETA.
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Mandatory Grant ATR07/08 WSP08/09
Hard Copy Download or Print version
Two Formats (Only Select one format)

• 1. Less than 50
• For Employers employing Less than 50
  PERMANENT employees.

OR 2. 50 or More For Employers
employing 50 or more PERMANENT employees.
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Mandatory Grant ATR07/08 WSP08/09
Online Via Internet Username Password
Visit www.agriseta.co.za select Levies Grants,
SDF Logon

• 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)

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Mandatory Grant ATR07/08 WSP08/09
On-Line Via Internet Username Password

• 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 WSPs
• TRAINING COMMITTEE TAB Details of Training
  Committee members (If applicable)
• LEVIES GRANTS TAB View Print Levy
  contribution Grant Payments

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Mandatory Grant ATR07/08 WSP08/09
Contents of ATR WSP

• 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

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Mandatory Grant ATR07/08 WSP08/09
Most common Mistakes on Applications
DETAILS OF EMPLOYER Hard 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 SDF All employers need to appoint a SDF (Internal or External)
ATR TRAINING PROFILE Complete 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 TRAINED NB! Complete the the Priority number(s) next to the number of people trained.
ATR PROOF OF TRAINING Only 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
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Mandatory Grant ATR07/08 WSP08/09
Most common Mistakes on Applications
WSP EMPLOYMENT PROFILE Complete all employees including permanent, temporary, seasonal and contract workers for whom SDL is paid for.
WSP PLANNED TRAINING PROFILE Complete all employees including permanent,temporary, seasonal and contract workers who will receive training
AUTHORITY PAGE Less 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 DETAILS Complete in full and attach one of the following as proof of correct bank details copy of Cheque original Cheque confirmation letter from bank Must be confirmed and signed by Owner/Managing Partner/ Trustee/Finance Manager or Accountant
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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 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
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Mandatory Grant ATR07/08 WSP08/09
Important Information

• Incomplete ATR/WSPs
• 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.

22 working days
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Mandatory Grant ATR07/08 WSP08/09
Important Information

• 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 e-mail. AgriSETA do not send any
  remittances to employers
• since all info will be available on the SMS
  system

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Mandatory Grant ATR07/08 WSP08/09
Important Information

• SDFs
• All registered SDFs have a username and password
  to logon to
• AgriSETAs SMS System.
• It is the SDFs 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)
  325-1655

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Mandatory Grant ATR07/08 WSP08/09
Important Information

• Correspondence
• Request to all Employers SDF
• Due to the high volume of WSP/ATRs received on
  the due date we request that
• employers SDFs 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 e-mail 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.

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Mandatory Grant ATR07/08 WSP08/09
Important Information

• Correspondence
• All SDF Employers will receive the following
  correspondence from AgriSETA
• Notice of availably of NEW format
• All Employers SDFs will be notified via
  e-mail/fax when the new formats are available on
  our website
• Reminders of Submission
• All Employers SDFs 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)
• SDFs 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 e-mail/fax.
• Approval of Mandatory Grant Application
• All Employers and SDFs 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.

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Mandatory Grant ATR07/08 WSP08/09
Important Information

• DUE DATE
• 30 JUNE 2008!
• No extensions will be granted

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Mandatory Grant ATR07/08 WSP08/09
Contact Details

• Send completed ATR07/08 WSP08/09, Authority
  Pages Proof of Training to
• Fax [phone]
• E-mail amandie_at_agriseta.co.za
• 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
• www.agriseta.co.za

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Mandatory Grant ATR07/08 WSP08/09

• THANK YOU