Presented by: Pumlani Xaba Amandie van der Mescht Racquel Bergman Stanley Masete March 2016

Skills Planning Manager Pumlani Xaba Mandatory Grants Coordinator Amandie van der Mescht Mandatory Grants Administrator Racquel Bergman Skills Reporting Coordinator Johannah Masombuka Data Capturer Tembi Kabini Data Capturer Shirley Mbiko Data Capturer Emily Thulare

Saturday, 30 APRIL 24:00 To claim the Mandatory Grant (20%), an employer must submit a combined ATR and WSP and the relevant supporting document to AgriSETA by Saturday, 30 APRIL 24:00. Annual Training Report (ATR15/16) Report on actual training attended/completed during the previous year (from 01 April 2015 up to 31 March 2016) Workplace Skills Plan (WSP16/17) Planning of training for the upcoming year (from 01 April 2016 up to 31 March 2017)

Submission due date: 30 APRIL 2016 PayoutPercentage: 20 % of levies received from 01 April 2016 to 31 March 2017 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 form 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 Only available on request – download request form from website or Indicium as indicated

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 onlyOFOOFO Version 2013 to be used for the ATR15-16 ONLY New OFO Version 2015 to be used for the WSP16-17 UploadUpload signed authorization pages, proof of training, banking details on Indicium – no need to /fax Letters/ sAll letters and s 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 Google Best viewed in Google Chrome

The year (2015) has been included in front of the six (6) digit code OFO version 2013 vs. 2015

The year (2015) has been included in front of the six (6) digit code OFO version 2013 vs. 2015

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OFO version 2013 vs. 2015

CHALLENGES WHEN EVALUATION APPLICATIONS CHALLENGES WHEN EVALUATION 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

TYPE OF PROOF: IMPORTANT INFO WITH REGARD TO PROOF: (Dates & company name must be clear on all proof) 1. Copies of Invoices: (Preferred proof)  Ensure invoice dates are clear and for the correct scheme year (1 April 2015 to 31 March 2016)  Ensure the company name is clearly stated on the invoice  Ensure type of training is clearly stated on the invoices 2. Copies of Certificates:  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. 3. Copies of Attendance Registers  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 of training and/or date is clearly stated  Ensure type of training is clearly stated 4. Summary of Training: (Mainly for In-house training)  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 CORRECT PROOF OF TRAINING

CHALLENGES WHEN EVALUATION APPLICATIONS CHALLENGES WHEN EVALUATION 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 receive

EVALUATION The evaluation process will commence in July 2016 and will conclude in May 2017 July 2016 and will conclude in May 2017 Request : Due to the large number of applications we request your patience during the processing period. Please help us to help you. Once you are informed of errors please attend to it as soon as possible and insure ALL errors are fixed before you resubmit. The error letter contains ALL information relating to the incorrect or outstanding information, specific to each submission.

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 2016 to 31 MARCH *Scheduled Payment Month **Last Approval Date *Estimated Levy Months To be paid 1 st Grant PaymentSeptember 2016End of August 2016Apr, May, Jun nd Grant PaymentDecember 2016End of November 2016Jul, Aug, Sep rd Grant PaymentMarch 2017End of February 2017Oct, Nov, Dec th Grant PaymentJune 2017End of May 2017Jan, Feb, Mar 2017 For more information on Mandatory Grant Payment please visit our website

SDF RESPONSIBILITIES: The SDF is the link between the employer and AgriSETA The SDF submits the WSP/ATR and supporting documents on behalf of the employer The SDF updates all contact information via Indicium (Own details or employer) The SDF sent/forward communication from AgriSETA to the employer (e.g. Approval letters, proof of payment, new developments etc.) The SDF responds to queries relating to WSP/ATR submissions The SDF assist with Inter SETA transfer process The SDF supply employer with copies of letters (On Indicium under CRM) The SDF print reports/proof of levy and grant payments for employer The SDF add new clients to their SDF profiles (incl. upload of appointment letters) More information regarding SDFs are available on our website and manuals

DID YOU KNOW DID YOU KNOW: All information manuals, submission guidelines, templates, hard copies, SETA transfer documents, authorization pages, OFO info etc. are available on our website. Please make use of these documents. This will eliminate queries and assist you immensely to successfully submit your application and guide you on all aspects of the Mandatory Grants processes. WSP/ATR WSP/ATR Downloads Indicium SDF Dashboard Important Documents

ATR15/16 & WSP16/17 Submission Due date: SATURDAY, 30 APRIL 24:00 The Mandatory Grants team will be available until 24:00

WSP/ATR Submissions: Tel: (012) / (012) Fax: (012) or (Main) Post:PO Box 26024, Arcadia,0007 Deliver: AgriSETA House, 529 Belvedere Street, Arcadia, Pretoria, 0083 For more info on Mandatory Grants please visit our website > WSP/ATR

QUESTIONS & ANSWERS

INDICIUM Training Session To follow……… Website overview

SDF REGISTRATION PROCESS SDF ACCESS FORGOT PASSWORD FUNCTIONALITY INDICIUM OVERVIEW: Org Details; Org Contact: Org Bank Details; Child Organisations; Training Committee; Org CFO Details; Approved SDFs; WSP & ATR Forms; WSP/ATR Document Uploads; Grants and Levies; Client Relationship Management; EMP 201 ATR/WSP Step-by-Step > How to complete each section and submit the ATR/WSP for both Small and Large organizations Incl. Bulk Import function DOCUMENT UPLOADS CRM

NamePositionTel Pumlani XabaSkills Planning Amandie van der Mescht Mandatory Grants Coordinator Racquel BergmanMandatory Grants Administrator