1. Mandatory Grant: Annual Training Report 2007/2008 & Workplace Skills Plan 2008/2009

2. 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.

3. Mandatory Grant: ATR07/08 & WSP08/09
Where/How to access the new Formats
Visit select Levies & Grants, Mandatory Grants.
Two Options: (Only Select one option)
1. Hard Copy: Download or Print version
Employers/SDF can , fax, post or hand deliver the fully completed
ATR & WSP, Signed Authority Page and proof of training to AgriSETA OR
Online: Via Internet – Username & Password
All registered SDF’s have access to AgriSETA’s SMS System.
ATR & WSP can be completed and SUMBITTED online. Only Signed
Authority pages and proof of training needs to be sent to AgriSETA.

4. Two Formats: (Only Select one format)
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
or More:
For Employers employing 50 or more PERMANENT employees.

5. Visit www.agriseta.co.za select Levies & Grants, SDF Logon
Mandatory Grant: ATR07/08 & WSP08/09
Online: Via Internet – Username & Password
Visit 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)

6. 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 & WSP’s
TRAINING COMMITTEE TAB: Details of Training Committee members (If applicable)
LEVIES & GRANTS TAB: View & Print Levy contribution & Grant Payments

7. 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

8. 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

9. 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:
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

10. 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:
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

11. Mandatory Grant: ATR07/08 & WSP08/09
Important Information:
Incomplete ATR/WSP’s
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

12. 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 . AgriSETA do not send any remittances to employers
since all info will be available on the SMS system

13. Mandatory Grant: ATR07/08 & WSP08/09
Important Information:
SDF’s
All registered SDF’s have a username and password to logon to
AgriSETA’s SMS System.
It is the SDF’s 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)

14. 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 & SDF’s 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 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.

15. 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 & SDF’s will be notified via /fax when the new formats are available on our website
Reminders of Submission
All Employers & SDF’s 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)
SDF’s 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 /fax.
Approval of Mandatory Grant Application
All Employers and SDF’s 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.

16. No extensions will be granted
Mandatory Grant: ATR07/08 & WSP08/09
Important Information:
DUE DATE:
30 JUNE 2008!
No extensions will be granted

17. For more info on Mandatory Grants please visit our website
Mandatory Grant: ATR07/08 & WSP08/09
Contact Details
Send completed ATR07/08 & WSP08/09, Authority Pages & Proof of Training to:
Fax: (012)
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

18. Mandatory Grant: ATR07/08 & WSP08/09
THANK YOU