SKILLS PLANNING DEPARTMENT Mandatory Grants WSPATR March April

SKILLS PLANNING DEPARTMENT Mandatory Grants (WSP/ATR) March /April 2019 Presenters: Racquel Harris, Sipho Ndala, Kholofelo Malapane & Pamela Ngubane (Vice Chairperson)

Mandatory Grants: WSP/ATR To claim the Mandatory Grant (20%), an employer must submit a combined ATR and WSP and the relevant supporting document(s) to Agri. SETA by 30 April annually. BY 30 APRIL 2019: Annual Training Report (ATR 18/19) Report on actual training attended/completed during the previous year (from 01 April 2018 up to 31 March 2019) Workplace Skills Plan (WSP 19/20) Planning of training for the upcoming year (from 01 April 2019 up to 31 March 2020)

Mandatory Grants: WSP/ATR Submission due date: 30 APRIL 2019 (No extensions / no exceptions) Payout Percentage: 20% of levies received from 01 April 2019 to 31 March 2020 Requirements: ATR + WSP + Signed Authorization page + Proof of Training completed Formats: (On line) Complete, submit & upload supporting documents via Indicium (This is compulsory for employers employing 50+ employees) (Less than 50 are urged to also make use of Indicium but hard copies will be accepted) Formats: (Hard Copy) Less than 50 > available for download from website 50 and more > Special request form available for download from our website – only applicable to Inter Seta Transfers, newly registered organizations, name/SDL change, poor/no internet connection. Bulk Import Available for large data imports on ATR & WSP OFO Version 2017 to be used for both the ATR 18 -19 & WSP 19 -20.

Mandatory Grants: WSP/ATR Proof of Training § Invoices (preferred proof); or § Certificates (company name stamp); or § Attendance registers; or § Summary of training (Less than 50 only) Sample of 5 pages only Upload relevant documentation onto Indicium (no need to fax/email or deliver!) • Signed Authorization page • Banking details • Proof of training completed Letters/emails All letters and emails sent via the system are available on Indicium under CRM (Client Relationship Management) to view/print Manuals & Guidelines Download/print and read the submission information manuals & guidelines from our website. Indicium Best viewed in Google Chrome

Mandatory Grants: WSP/ATR Skills Development Facilitator (SDF) Responsibilities: • The SDF is the link between the employer and Agri. SETA • The SDF submits the WSP/ATR and supporting documents on behalf of the employer • The SDF updates all contact information via Indicium (own detail or employer) • The SDF receives communication letters from Agri. SETA (e. g. Approval, Grant paid letters, error letters, new developments, etc. ) • The SDF responds to queries relating to WSP/ATR submissions • The SDF prints reports/proof of levy and grant payments for employers

Mandatory Grants: WSP/ ATR OFO • Stands for Organized Framework of Occupations • In essence, the OFO is a coded occupational classification system. • OFO is structured in 8 Categories (Major Groups) • Managers • Professionals • Technicians and associate professionals • Clerical support workers • Services and sales workers • Skilled agricultural , forestry, fisheries, craft &related trades workers • Plant and machine operators and assemblers • Elementary occupations • SETAs are compelled to use it in the Sector Skills Plan to reflect sector needs – which are the occupations where people are needed (SETA Grant Regulations)

Mandatory Grants: WSP/ATR OFO Version 2017 for WSP/ATR

Mandatory Grants: WSP/ATR CHALLENGES WITH EVALUATION APPLICATIONS: APPLICATIONS PROOF OF TRAINING: This is the main reason for delays in approval of applications for payment: 1. Large number of unnecessary / inaccurate /incorrect pages • Duplicates of the same proof over and over • e. g. 20 certificates for tractor training (X) • e. g. 1 invoice + 10 certificates + 5 pages of attendance register for First Aid training (X) • Documentation for the incorrect year • Still received unrelated documents • DO NOT SEND ANY proof of payment, remittances, statements, registration forms, enrolment forms, program information, ID copies, contracts, agreements, accommodation invoices, flight invoices, petrol/ toll gate slips, catering/refreshment invoices etc. The above are all not applicable 2. No proof of training submitted

Mandatory Grants: WSP/ATR CORRECT PROOF OF TRAINING TYPE OF PROOF: 1. Copies of Invoices: (Preferred proof) 2. Copies of Certificates; or 3. Copies of Attendance Registers; or 4. Summary of Training: (Mainly for In-house training) IMPORTANT INFO WITH REGARD TO PROOF: (Dates & company name must be clear on all proof) Ensure invoice dates are clear and for the correct scheme year (1 April 2018 to 31 March 2019) Ensure the company name is clearly stated on the invoice Ensure type of training is clearly stated on the invoices If company name is not stated (printed) on certificate the company stamp must be on the certificate Alternatively, state SDL number, company name on page & initial it. Ensure the company name is clearly stated on attendance registered (Company stamp may also be used or state SDL number, company name on page & initial it) Ensure the period/date of training and/or date is clearly stated Ensure type of training is clearly stated This is mainly for In-house or On-the-Job training! Summary of training must be confirmed on company letterhead Date/Period of training must be clearly stated Type of training completed must by clearly stated Number of employees who attended/completed the training Estimate cost of training Must be signed by owner/managing partner/trustee

Mandatory Grants: WSP/ATR CHALLENGES WITH EVALUATION APPLICATIONS: APPLICATIONS AUTHORIZATION & DECLARATION PAGES: (SIGN OFF) Second highest reason for delays in approval for payment: 1. Blank / incomplete authorization pages upload onto Indicium just to secure submit button can be pressed. 2. Inaccurate documents uploaded for the sake of upload 3. No authorization page received EVALUATION The evaluation process commenced in August 2018 and will conclude in May 2019

Mandatory Grants: WSP/ATR IMPORTANT NEW CHANGE: Two new forms: § Skills Gap A SKILLS GAP refers to skills that an employee does not have to carry out job tasks competently. It is also referred to as “top-up” skills. § Hard-to Fill Vacancies A HARD-TO FILL VACANCY (HTFV) refers to an occupation in your organisation that takes no longer than 06 months to find a suitably experienced and qualified candidate.

Mandatory Grants: WSP/ATR IMPORTANT NEW CHANGE: Example – Skills Gap

Mandatory Grants: WSP/ATR IMPORTANT NEW CHANGE: Example - Hard-to Fill Vacancies

Mandatory Grants: WSP/ATR PAYMENTS Mandatory Grants are paid on a quarterly basis. Depending on when during the year the application is approved, an employer will receive between one (1) to four (4) mandatory grant payments. Mandatory Grant payments are calculated as 20% of total levies received from SARS from 1 APRIL 2019 to 31 MARCH 2020. Quarterly Payments: *Scheduled Payment Month **Last Approval Date *Estimated Levy Months to be paid 1 st Grant Payment September 2019 End of August 2019 Apr, May, Jun 2019 2 nd Grant Payment December 2019 End of November 2019 Jul, Aug, Sep 2019 3 rd Grant Payment March 2020 End of February 2020 Oct, Nov, Dec 2019 4 th Grant Payment June 2020 End of May 2020 Jan, Feb, Mar 2020

Mandatory Grants: WSP/ATR Manuals/ Guidelines: Guidelines All information manuals, submission guidelines, templates, hard copies, SETA transfer documents, authorization pages, OFO , Tutorial DVD, info etc. are available on our website.

Mandatory Grants: WSP/ATR

Mandatory Grants: WSP/ATR Submissions: Tel: (012) 301 5619 / 5604/ 5642 Fax: (012) 325 5845 or 086 556 9368 E-mail: [email protected] co. za; [email protected] co. za [email protected] co. za; [email protected] co. za Post: PO Box 26024, Arcadia, 0007 Deliver: Agri. SETA House, 529 Belvedere Street, Arcadia, Pretoria, 0083 For more info on Mandatory Grants please visit our website www. agriseta. co. za > WSP/ATR

Mandatory Grants: WSP/ATR

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