MANDATORY GRANT APPLICATION FORM Workplace Skills Plan

SKILLS DEVELOPMENT ACT, 1998 SETA GRANT REGULATIONS P O Box 245, Gallo Manor, 2052 Tel: 011 253 7300 Fax: 011 253 7333 Email [email protected] www.foodbev.co.za

MANDATORY GRANT APPLICATION FORM Workplace Skills Plan & WSP Implementation Report SMME – SMALL BUSINESS (LESS THAN 50 EMPLOYEES) (Regulation 6(1) (a))

SUBMITTED FOR THE PERIOD: April ______________ to March _______________

ORGANISATION NAME: ______________________________ SDL Number: _____________________

For office use: Date received: ________________________________

Sign:

_____________________

Date captured: ________________________________

Sign:

_____________________

Date evaluated: ________________________________

Sign:

_____________________

YES

NO

Signed by Employer Signed by Labour Confirmation that company is up to date with levy payments WSPIR Number of training beneficiaries Actual cost of training

Approved

Referred Reason:

Plan

Actual

As % of: Total emp. Payroll

Rejected Reason:

Authorised by: _________________________ Corporate Services Manager

Mandatory Grant SMME Levy Year __________________

Organisation Name: ____________________ Levy Number: ___________________

1

TABLE OF CONTENTS 1.

Introduction………………………………………………………………………...3

2.

Mandatory Grant Criteria………………………………………………….………3

3.

Claiming of Grants……………………………………………………….………..3

4.

FoodBev SETA Contact details……………………………………….…………3

5.

Definitions and Guidelines………………………………………………..………4

SECTION A: SDF & ADMINISTRATIVE DETAILS Section A1:

SDF Details………………………………………………………5

Section A2:

Organisation Details…………………………………………….5

Section A3:

Bank Details……………………………………………….……..6

SECTION B: EMPLOYEE INFORMATION Section B1:

Provincial Profile…………………………………………….…..6

Section B2:

Total Employment per Occupational Category………….…...7

Section B3:

Qualifications Profile………………………………………….…7

SECTION C: SKILLS PRIORITIES & BENEFICIARIES Section C1:

Skills Priorities & Training Interventions……………………...8

Section C2:

Beneficiaries of Training……………………………….….……9

Section C3:

Learnerships and other initiatives……………………..………10 C3.1

Bursaries / In-service / apprenticeships……..………10

C3.2

18.1 Learnerships – current employees…….….……11

C3.3

18.2 Learnerships – unemployed persons….….……11

C3.4

Skills programmes – current employees…….……….11

C3.5

Skills programmes – unemployed persons….…….…12

SECTION D: ABET……………………………………………………………….………13 SECTION E: BROAD BASED BLACK ECONOMIC EMPOWERMENT……….....15 SECTION F: AUTHORISATION…………………………………………………….….16



2

1.

INTRODUCTION • • •

2.

The Mandatory Grant Application requirements are set out in the Foodbev SETA Mandatory Grant Policy document. This Mandatory Grant Application is applicable to organisations employing less than 50 employees. The grant value for approved mandatory grant applications are 50% of levies paid to the Receiver of Revenue.

MANDATORY GRANT CRITERIA Following are the criteria for approval of the Mandatory Grant: 2.1 The mandatory grant application has been submitted on time: • Submission date F2006 onwards: 30 June each year o WSPIR for previous year AND o WSP for new skills development year o E.g. by 30 June 2006 the WSPIR 2005/6 and WSP 2006/7 need to be submitted to Foodbev SETA to qualify for the 50% mandatory grant 2.2 The application has been completed correctly and submitted in the required format. 2.3 The organisation is registered with Foodbev SETA and up to date with levy contributions. 2.4 Organisations with separate business units but only one levy number, must submit a consolidated mandatory grant application. This grant application form must be used for completing the WSP & the WSPIR. All areas shaded in GREY must be completed at the end of the Skills Development Levy year for purposes of the implementation report. The following sections to be completed only for the WSP: Section A: SDF & Administrative details Section B: 2. Provincial profile 3. Total employment Section E: Scarce skills and Critical skills Section F: Broad Based Black Economic Empowerment (BBBEE)

3.

CLAIMING OF GRANTS • • •

4.

An organisation claiming a mandatory grant for the first time, need to submit a fully completed Grant Claim Form to the FoodBev SETA. Forms are available from FoodBev SETA Offices or can be downloaded from the website. Organisations need to provide the SETA with up to date monthly levy payments made to SARS for verification purposes.

FOODBEV SETA CONTACT DETAILS: Tel: Fax: Email:

011 253 7300 011 253 7333 Nomusa Maphanga Liezl Gerryts

Website:

[email protected] Fax: 086 649 2263 [email protected] Fax 086 677 3132

www.foodbev.co.za



3

5.

DEFINITIONS & GUIDELINES 5.1

5.2

ACRONYMS SDF: ABET: L Number:

Skills Development Facilitator Adult Basic Education & Training Skills Development Levy Number

Disabled Persons Column For purposes of completing columns specifying disabled persons, note that the disabled person is first categorised in terms of race and gender and then in addition included in the disabled column. M 1

5.3

D 1

This indicates that a total of 3 people are employed of which 1 is a disabled person.

Guideline for determining Cost of training: 5.3.1

5.3.2

5.3.3 5.3.4

5.4

F 2

Course cost of external training Trainers cost Course fee (if separate from trainer’s cost) Training material cost S & T of employee (subsistence & travel) In-house training (course presented by full time training practitioner) The trainer’s daily salary should not be included in the calculation of the cost of an intervention. A trainee’s daily salary does not form part of the cost of a training intervention Training that runs over an extended period (longer than a year) This should be pro-rated for the specific financial year

Structure of the National Qualifications Framework (NQF)

NQF level 8

Band

7

Higher Education And Training Band (HET)

6

Types of Qualifications and Certificated Doctorates Further Research Degrees Higher Degrees Professional Qualifications First Degrees Higher Diplomas Diplomas Occupational Certificates

5 Further Education and Training Certificates 4 Further Education And Training Band 3 (FET) 2

School/College/Training Certificates Mix of units from all School/College/Training Certificates Mix of units from all School/College/Training Certificates Mix of units from all

General Education and Training Certificates 1 ABET levels 1 - 4 Notes: NQF level 1: NQF level 2: NQF level 3: NQF level 4: NQF levels 5 – 8


Equivalent to Grade 9 (formal school) Equivalent to Grade 10 (formal school) Equivalent to Grade 11 (formal school) Equivalent to Grade 12 (formal school). Post Grade 12 qualifications


4

SECTION A – SDF & ADMINISTRATIVE DETAILS A1.

SDF DETAILS (Please tick where applicable)

Title:

Mr.

Mrs.

Miss

Other: _____________

Surname:

_______________________

Name: ____________________

ID Number Gender For statistical purposes

Male Female

Current Occupation:

Population Group

African Coloured Asian White

_______________________

Are you replacing a SDF?

YES NO

Name of previous SDF

Telephone Number (work):

________________

Cell phone Number:

________________

Fax Number: _____________________

Email address:

___________________________

Postal Address:

___________________________ ___________________________

A2.

Disability status Please tick if applicable

Code: ______________

ORGANISATION DETAILS

Organisation Name:

_________________________________________________

SDL (Levy) Number: Postal Address:

Physical Address:

L ___________________________ ___________________________

Code: ______________

___________________________

_____________________

___________________________

Code: _______________

Total permanent employment: (as at 01 April) Seasonal workers:

____________ Total annual payroll: (as at 01 April) ____________

R___________________

If application is submitted on behalf of more than one business unit / division, please provide a list of names, L numbers and employment per L number: Name: _____________________________

L number:

Total permanent employment: ___________________ Name: _____________________________

L number:

Total permanent employment: ___________________



5

A3.

BANK DETAILS

The bank account must be in the name of the employer or the trading name Name of Bank Branch Name Account Type:

Current Transmission Savings

Name of Account Holder Branch Code

-

-

-

Account Number A copy of a cancelled cheque or a written confirmation from the bank stating that you are the rightful account holder must be attached. Should the bank details be the same as per your previous grant Claim Form, you do no need to attach a copy of a cancelled cheque again.

SECTION B – EMPLOYEE INFORMATION

B1.

PROVINCIAL PROFILE AS AT 01 APRIL Please provide the permanent employment figures for the organisation by province. The total should add up to Total permanent employment as specified in Section B3. Province Eastern Cape Free State Gauteng KwaZulu-Natal Mpumalanga Northern Cape Northern Province North West Province Western Cape Total


Number of Employees


6

B2.

TOTAL EMPLOYMENT PER OCCUPATIONAL CATEGORY AS AT 01 APRIL Occupational Category M

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F

D

M

White F

D

M

Total F

D

Senior Officials and Managers Professionals Technicians and Associate Professionals Clerks Service Workers, Shops and Market Sales workers Agricultural and Fishery Workers Craft and Related Workers Plant and Machine Operators and Assemblers Labourers and Related Workers TOTAL M – Male B3.

F – Female

D – Disabled * - See Guidelines attached to this report

QUALIFICATIONS PROFILE AS AT 01 APRIL Please provide the qualifications profile of all employees as at 01 April. 1

NQF Band

NQF level M

HET

African F

D

M

Coloured F D

M

Asian F

D

8 7 6 5 4 3 2 1

FET

GET Below GET No Proof of Qualification Total

Refer to Introduction – point 5 for a description/explanation of the NQF bands (HET, FET, GET and ABET) Mandatory Grant SMME

Number: ___________________

Organisation Name: ____________________

Levy Year __________________

Levy

7

SECTION C – SKILLS PRIORITIES & BENEFICIARIES C1.

SKILLS PRIORITIES & TRAINING INTERVENTIONS

Please complete the following sections detailing the strategic skills priorities and total numbers of beneficiaries (training recipients) for the year. Notes: 1. 2.

Different Training interventions can be linked to one Skills Priority. This table represents a summary of ALL training planned including but not limited to learnerships, skills programs and learners on ABET.

Please list the skills priorities and training interventions planned for the period April – March Skills Priority

Training Intervention

Nr of planned beneficiaries

Nr of actual beneficiaries

Projected cost of training interventions

Actual cost of training interventions

TOTAL

Mandatory Grant SMME

Number: ___________________


Levy Year __________________

Levy

8

C2.

BENEFICIARIES OF TRAINING Please list the total number of beneficiaries (cannot exceed total number of employees) on the training interventions as listed in Section C1.

SUMMARY OF BENEFICIARIES ON TRAINING Occupational Category M

Senior Officials and Managers Professionals Technicians and Associate Professionals Clerks Service Workers, Shops and Market Sales workers Agricultural and Fishery Workers Craft and Related Workers Plant and Machine Operators and Assemblers Labourers and Related Workers

TOTAL


Number: ___________________

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F D

Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed


Levy Year __________________

Levy

9

C3.

LEARNERSHIPS AND OTHER INITIATIVES C3.1

Bursaries / In-service training / Apprenticeships Please provide details of students / employees that are planned / completed with the initiatives mentioned below. Statistics reported on MUST be in the scarce / critical skills areas as defined below: Skills description

Related occupation Logistics/Supply and distribution managers Sales and marketing/advertising managers Production managers General managers Technical managers/supervisors Distribution and warehousing specialists Accountants Sales and marketing professionals Sales representatives Packaging specialists/professionals Packaging (machine) operators Machine operators Plant operators Food technologists Chemical engineers Millwrights Fitters (process artisans) Electricians Boilermakers Human Resources and Training specialists

Management

Warehousing and distribution/supply chain/logistics Finance Sales and marketing Packaging Processing/manufacturing Food science and technology Engineering

Human resources African M F In-Service Training / Work experience provided / Internship Apprenticeships Study support provided Bursaries


Number: ___________________

D

Coloured M F D

M

Asian F

D

M

White F

D

M

Total F

D

Planned Completed Planned Completed Planned Completed Planned Completed


Levy Year __________________

Levy

10

C3.2

18.1 Learnerships – Current Employees Please complete the table below indicating planned / completed number of existing employees on learnerships for the period 01 April to 31 March.

Learnership Title & NQF level M

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F

D

Planned Completed Planned Completed Planned Completed

TOTAL C3.3

African F

18.2 Learnerships –Unemployed persons Please complete the table below indicating planned / completed numbers of unemployed persons on learnerships for the period 01 April to 31 March.

Learnership Title & NQF level M

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F

D


TOTAL C3.4

African F

Skills Programs – Current Employees Please complete the table below indicating planned / completed number of current employees on skills programs for the period 01 April to 31 March.

Skills Program Title & NQF level M

TOTAL Mandatory Grant SMME

Number: ___________________

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F

D



Levy Year __________________

Levy

11

C3.5

Skills Programs –Unemployed persons Please complete the table below indicating planned / completed number of unemployed persons on skills programs for the period 01 April to 31 March.

Skills Program Title & NQF level M

TOTAL


Number: ___________________

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F

D



Levy Year __________________

Levy

12

SECTION D – ABET Please provide the number of employees participating on ABET for the current skills development levy year – planned / completed. Note: - “Completed”: Only stipulate completed when BOTH numeracy AND literacy has been successfully completed Occupational Category M ABET Level 1

Clerks Service, Shops & Sales workers Agricultural and Fishery Workers Craft and Related Workers Machine Operators and Assemblers Labourers and Related Workers

ABET Level 2



Number: ___________________

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F D

Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed


Levy Year __________________

Levy

13

Occupational Category M ABET Level 3


ABET Level 4



Number: ___________________

African F

D

M

Coloured F D

M

Asian F

D

M

White F

D

M

Total F D

Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed Planned Completed


Levy Year __________________

Levy

14

SECTION E – BROAD BASED BLACK ECONOMIC EMPOWERMENT (BBBEE) The BEE scorecard is for measurement of broad-based black economic empowerment for a particular enterprise as set forth in terms of the Codes of Good Practice issued under the BBBEE Act no.53 of 2003. Foodbev SETA seeks to establish the BEE status of all registered employers. The baseline information gathered will assist in the implementation of BEE initiatives to achieve NSDS objective 2.5 that states “Annually increasing the number of small BEE firms and BEE co-operatives supported by skills development. Survey progress and measure impact.” E1.

Has your organisation undergone an official BEE evaluation (e.g. from Empowerdex)? YES

NO

E2.

If yes, what was your rating? ____________________________________________ Please attach a copy of the rating certificate.

E3.

If no, please complete the following BEE Scorecard questionnaire:

Core component of BEE and Indicators

Current Status as a %

Direct Empowerment 1. Ownership Voting rights in the hands of blacks Voting rights in the hands of black women Economic interest (shares) to which blacks are entitled Economic interest (shares) to which black women are entitled 2. Management Black executives on the Board and Decisionmaking Black women executives on the Board Black executives in management Black women executives in management Human Resource Development and Employment Equity 3. Employment Weighted analysis as per EE Act Equity 4. Skills Skills development expenditure as a proportion of payroll Development Indirect Empowerment 5. Preferential Procurement from black-owned & black empowered Procurement enterprises as a proportion of total procurement value 6. Enterprise Investment in black-owned & black empowered enterprises Development as a proportion of total assets Residual 7. Corporate social Investment in housing, educations, sports, etc as a responsibility proportion of net profit



15

SECTION F - AUTHORISATION This is proof of training planned and certifies the accuracy of the information presented in the attached forms

Employer Representative

Employee Representative

Name:

___________________________

Name:

________________________

Signature:

___________________________

Signature:

________________________

Position in organisation: ___________________

Position in organisation: ________________

Date:

Date:

___________________________

________________________

Declaration by Employer: This is to confirm that this company is up to date with levy payments to the Commissioner of the South African Revenue Services: WSP WSPIR Name:

_____________________________

______________________________

Signature:

_____________________________

______________________________

Position in Organisation:

_____________________________

______________________________

Date:

_____________________________

______________________________

WSPIR – To be signed at end of skills development year This is proof of training delivered and certifies the accuracy of the information presented in the attached forms

Employer Representative

Employee Representative

Name:

___________________________

Name:

________________________

Signature:

___________________________

Signature:

________________________

Position in organisation: ___________________

Position in organisation: ________________

Date:

Date:

___________________________


________________________


16

MANDATORY GRANT APPLICATION FORM Workplace Skills Plan

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