2. ©BANKSETA 2008 ENABLING SKILLS DEVELOPMENT IN THE BANKING SECTOR BANKSETA 2009/10 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

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4. Completing the combined Workplace Skills Plan and Implementation Report FieldDetails required Company NameAs provided to the South African Receiver of Revenue Skills Levy NumberAs provided on the EMP201 (South African Receiver of Revenue) Documentation SDF NameContact person between your company and the BANKSETA. A separate registration form is required for SDF registration. CIPRO NumberCompany registration number, as provided by the Companies and Intellectual Property Registration Office. Postal AddressWhere the company receives company post, please also provide Postal code Telephone numbersDetails provided for the Contact Person /SDF Total number of staffAs at 1 April 2009 Banking DetailsIn 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. ©BANKSETA 2008 Completing the combined Workplace Skills Plan and Implementation Report… FieldDetails required Employee NameProvide each employee name, employed at your company on 1 April 2009 RaceIndicate the employee’s population group as: Black/Coloured/Indian/White GenderIndicate the employee’s gender as: Male or Female AgeIndicate the employee’s age on 1 April, in the given reporting year Disability StatusIndicate the employee's type of disability. i.e. Visually impaired, Physical disability and None if they do no have a disability. Highest EducationIndicate the employee’s highest level of education on 1 April, in the given reporting year Job TitleIndicate the employee’s job title as agreed within your business operation

6. ©BANKSETA 2008 Completing the combined Workplace Skills Plan and Implementation Report… FieldDetails required Type of training which took place 2008/9 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 trainingProvide 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. ©BANKSETA 2008 Completing the combined Workplace Skills Plan and Implementation Report… FieldDetails 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 learningTypical delivery mode Typical learning siteTypical 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) Face-to-face instruction Distance learning eLearning AND supervised learning in workplace/ simulated environment Universities of Technology (previously known as Technikons) Occupational learning institutions ABET providers  Technical degree/diploma/ certificate  Professional degree Occupational/Profe ssional Experiential learning after theory (formally assessed by professional body) Structured workplace learning with coaching WorkplaceOccupational or professional experience formally recognised through registration/licens ing

8. ©BANKSETA 2008 Completing the combined Workplace Skills Plan and Implementation Report… FieldDetails required Type of Intervention: Indicate the type of training interventions: Type of learningTypical delivery mode Typical learning siteTypical 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. ©BANKSETA 2008 Completing the combined Workplace Skills Plan and Implementation Report… FieldDetails 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, e.g. the BANKSETA SME Training Voucher Project Workplace Skills Plan for Training Planned between 1 April 2009 and 31 March 2010 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 2009 to 31 March 2010, 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 It is important that the form be signed and dated by the SDF and the Owner, even if they are the same person.

10. ©BANKSETA 2008 Important points Contact the BANKSETA Skills Development Department for any additional support, enquiries regarding Skills development or related matters Fax the completed form to us on 011 805 8348 on or before the 30 June 2009 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