Skills Planning Department Mandatory Grants (WSP/ATR) Presented by: Pumlani Xaba Amandie van der Mescht Racquel Bergman Stanley Masete March 2016

Organogram of Skills Planning Department 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 Shirley Mbiko Emily Thulare

MANDATORY GRANTS: WSP/ATR 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 2016 @ 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)

MANDATORY GRANTS: WSP/ATR Submission due date: 30 APRIL 2016 Payout Percentage: 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) (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

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 OFO OFO Version 2013 to be used for the ATR15-16 ONLY New OFO Version 2015 to be used for the WSP16-17 Upload Upload signed authorization pages, proof of training, banking details on Indicium – no need to email/fax Letters/emails All letters and emails 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 OFO version 2013 vs. 2015 The year (2015) has been included in front of the six (6) digit code

MANDATORY GRANTS: WSP/ATR OFO version 2013 vs. 2015 The year (2015) has been included in front of the six (6) digit code

MANDATORY GRANTS: WSP/ATR OFO version 2013 vs. 2015 123

MANDATORY GRANTS: WSP/ATR OFO version 2013 vs. 2015

MANDATORY GRANTS: WSP/ATR CHALLENGES WHEN EVALUATION APPLICATIONS: PROOF OF TRAINING: This is the main reason for delays in approval of applications for payment: 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 No proof of training submitted

MANDATORY GRANTS: WSP/ATR CORRECT PROOF OF TRAINING 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

MANDATORY GRANTS: WSP/ATR CHALLENGES WHEN EVALUATION APPLICATIONS: AUTHORIZATION & DECLARATION PAGES: (SIGN OFF) Second highest reason for delays in approval for payment: Blank / incomplete authorization pages upload onto Indicium just to secure submit button can be pressed. Inaccurate documents uploaded for the sake of upload No authorization page receive

MANDATORY GRANTS: WSP/ATR EVALUATION The evaluation process will commence in 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.

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 2016 to 31 MARCH 2017. *Scheduled Payment Month **Last Approval Date *Estimated Levy Months To be paid 1st Grant Payment September 2016 End of August 2016 Apr, May, Jun 2016 2nd Grant Payment December 2016 End of November 2016 Jul, Aug, Sep 2016 3rd Grant Payment March 2017 End of February 2017 Oct, Nov, Dec 2016 4th Grant Payment June 2017 End of May 2017 Jan, Feb, Mar 2017 For more information on Mandatory Grant Payment please visit our website

MANDATORY GRANTS: WSP/ATR 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

MANDATORY GRANTS: WSP/ATR 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. www.agriseta.co.za WSP/ATR WSP/ATR Downloads Indicium SDF Dashboard Important Documents

MANDATORY GRANTS: WSP/ATR ATR15/16 & WSP16/17 Submission Due date: SATURDAY, 30 APRIL 2016 @ 24:00 The Mandatory Grants team will be available until 24:00

MANDATORY GRANTS: WSP/ATR WSP/ATR Submissions: Tel: (012) 301 5604 / (012) 301 5619 Fax: (012) 325 5845 or 086 532 7041 E-mail: amandie@agriseta.co.za (Main) racquel@agriseta.co.za 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 www.agriseta.co.za > WSP/ATR

MANDATORY GRANTS: WSP/ATR QUESTIONS & ANSWERS

To follow……… Website overview INDICIUM Training Session

SDF REGISTRATION PROCESS FORGOT PASSWORD FUNCTIONALITY INDICIUM The following will be covered in the training session: 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

Contact Details: Name Position Tel Email Pumlani Xaba Skills Planning Manger 0123015649 pumlani@agriseta.co.za Amandie van der Mescht Mandatory Grants Coordinator 0123015604 amandie@agriseta.co.za Racquel Bergman Administrator 0123015619 racquel@agriseta.co.za