1. for Small, Micro and Very Small Enterprises (SME’S)
2008/9
GUIDELINES
for Small, Micro and Very Small Enterprises (SME’S)
This quick guide has been designed and developed to assist small companies with basic skills development requirements

4. Completing the combined Workplace Skills Plan and Implementation Report
*Note that only Skills Development Levy Paying Companies need to complete the Workplace Skills Plan and those that are Non Levy Paying complete the Non Levy paying SME Registration Form
Field
Details required
Company Name
As provided to the South African Receiver of Revenue
Skills Levy Number
As provided on the EMP201 (South African Receiver of Revenue) Documentation
SDF Name
Contact person between your company and the BANKSETA. A separate registration form is required for SDF registration.
CIPRO Number
Company registration number, as provided by the Companies and Intellectual Property Registration Office.
Postal Address
Self explanatory
Telephone numbers
Details provided for the Contact Person /SDF
Total number of staff
As at 1 April 2008
Banking Details
In order to disburse a Grant, Audit requirements state that we must have verified Banking Details. If your company is still paying the Skills Development Levy (SDL) You must provide a blank cancelled cheque or copy of a bank statement with this submission.

5. Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Field
Details required
Employee Name
Provide each employee name, employed at your company on 1 April (Eg 2008/9 reporting will require information on 1 April 2008)
Race
Indicate the employees race as: Black/Coloured/Indian/White
Gender
Indicate the employees gender as: Male or Female
Age
Indicate the employees age on 1 April, in the given reporting year
Disability Status
Indicate the employee's type of disability. i.e. Visually impaired, Physical disability
Highest Education
Indicate the employees highest level of education on 1 April, in the given reporting year
Job Title
Indicate the employees job title as agreed within your business operation

6. Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Field
Details required
Type of training which took place 2007/8
This is to indicate training that happened per employee, eg If they attended 5 Micro Finance workshops and Excel course detail : F and C
A = Customer interface,
B = Financial Skills,
C = Information Technology,
D = Legislation Implementation,
E = Management & Leadership,
F = Micro Finance related
You can indicate more than one area per employee.
Cost of training
Provide a Rand amount. All costs, such as transportation, books, member fees etc can be included. If training was free of charge you may indicate by R0.00

7. Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Field
Details required
Type of Intervention:
Indicate the type of training interventions: You can indicate more than one area per employees. Refer to table below
Type of learning
Typical delivery mode
Typical learning site
Typical learning achievements
Theoretical/ Institutional (instruction only, formal assessment by institution)
Face-to-face instruction
Distance learning
eLearning
Universities
Colleges
Schools
ABET providers
Degree
Diploma
Certificate
Theoretical & Practical (practical with employer / simulated work environment)
AND supervised learning in workplace/ simulated environment
Universities of Technology (previously known as Technikons)
Occupational learning institutions
Technical degree/diploma/ certificate
Professional degree
Occupational/Professional
Experiential learning after theory (formally assessed by professional body)
Structured workplace learning with coaching
Workplace
Occupational or professional experience formally recognised through registration/licensing

8. Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Field
Details required
Type of Intervention:
Indicate the type of training interventions:
Type of learning
Typical delivery mode
Typical learning site
Typical learning achievements
Occupationally directed learning
Occupationally directed instruction & work-based programme (formal contract in place)
Instruction and experiential learning
Institution and workplace
Trade certificate
Certificate
Work-based learning
Occupationally directed & work-based programme (no formal contract required)
Skills programme (structured, supervised experiential learning, may include institutional learning)
Workplace (may have some institutional learning)
ABET Provider
Credits awarded for registered unit standards (where applicable)
Structured information sharing
Occupationally directed instructional programmes (not usually formally assessed )
Workshops
Seminars & conferences
Short courses
Institution
Conferences
Meetings
Continuing Professional Development (CPD)
Attendance certificates
Credits against unit standards (where applicable)
Informal work-based learning
Work-based only, not usually formally trained or assessed
On-the-job informal training
Other life experience
Workplace
Increased understanding of job and work context, enhanced skills and improved performance

9. Cost of total training spend (Incl Vat) R
Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Field
Details required
Cost of total training spend (Incl Vat) R
Provide the cost of training intervention/s. Even if paid for by a sponsor or third party, EG the BANKSETA SME Training Voucher Project 2007
Workplace Skills Plan for Training Planned between 1 April 2008 and 31 March 2009
Identify the Critical Strategic Skill Priority Areas for planned training interventions :
A = Customer interface,
B = Financial Skills,
C = Information Technology,
D = Legislation Implementation,
E = Management & Leadership,
F = Micro Finance related
This is to indicate training that has been identified for the employee, from 1 April 2008 to 31 March 2009, in the given reporting year eg: If they need to obtain a couple of computer skills (Word and Excel) and keep up to date with Micro Finance legislation and requirements, you would detail : Micro Finance once and IT once
Training needs can change from time to time – If the business changes direction or a new computer system is introduced
Authorisation section &
Signoff
Needs to be signed and dated by the SDF and the Owner, even if they are the same person.

10. Completing the combined Workplace Skills Plan and Implementation Report, Cont’d
Important points
Contact the BANKSETA SME Services Department for any additional
support, enquiries regarding Skills development or related matters
Fax the completed form to us on on or before the 30 June 2008
Print a copy for your records
Keep records of all training that has taken place
Keep copies of related invoices, receipts and certificates per employee