Presented by:
Pumlani Xaba
Amandie van der Mescht
Racquel Bergman
Stanley Masete
March 2016
Skills Planning
Manager
Pumlani Xaba
Skills Reporting
Coordinator
Johannah Masombuka
Mandatory Grants
Coordinator
Amandie van der Mescht
Mandatory Grants
Administrator
Racquel Bergman
Data Capturer
Tembi Kabini
Data Capturer
Emily Thulare
Data Capturer
Shirley Mbiko
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)
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)
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 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
OFO version 2013 vs. 2015
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
123
OFO version 2013 vs. 2015
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
CORRECT PROOF OF TRAINING
IMPORTANT INFO WITH REGARD TO PROOF:
(Dates & company name must be clear on all proof)
TYPE OF PROOF:

1.
Copies of Invoices:
(Preferred proof)



2.
Copies of Certificates:


3.
Copies of Attendance
Registers




4.
Summary of Training:
(Mainly for In-house
training)





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
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.
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
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
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
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 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
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:
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
ATR15/16 & WSP16/17
Submission Due date:
SATURDAY,
30 APRIL 2016
@ 24:00
The Mandatory Grants team will be available until 24:00
WSP/ATR Submissions:
Tel:
(012) 301 5604 / (012) 301 5619
Fax:
(012) 325 5845 or 086 532 7041
E-mail: [email protected] (Main)
[email protected]
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
QUESTIONS & ANSWERS
To follow………
Website overview
INDICIUM 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
Name
Position
Tel
Email
Pumlani Xaba
Skills Planning Manger
0123015649
[email protected]
Amandie
van der Mescht
Mandatory Grants
Coordinator
0123015604
[email protected]
Racquel Bergman
Mandatory Grants
Administrator
0123015619
[email protected]