MANDATORY GRANT APPLICATION – 2008/09
50 Employeesand more
(Annual Training Report 1 April 2007 - 31 March 2008
& Workplace Skills Planning Grant 1 April 2008 - 31 March 2009)
Name of Organisation:
Trading as:
Skills Development Levy (SDL) Number:
Skills Development Levy (SDL) Numbers to be linked to main number (if applicable):
______
______
TABLE OF CONTENTS:
Section 1:1.1 Company Details / 3
1.2 Company Contact Person (Other than SDF) / 3
1.3 SDF Details / 4
1.4 Confirmation of Banking Details / 5
Section 2: Annual Training Report (1 April 2007 – 31 March 2008)
2.1 General Training / 6-8
2.2 Scarce Skills / 9-11
2.3 ABET / 12
Section 3: WSP (1 April 2008 – 31 March 2009)
3.1 Provincial Profile / 13
3.2 Training Committee / 13
3.3 Current Employment Profile / 14
3.4Training Plan / 15-17
3.5 (A) Scarce Skills List / 18-19
3.5 (B) Scarce Skills Plan / 20-22
3.6 ABET Plan / 23
Section 4:
4.1 Development and Consultative Process / 24
4.2 Declaration & Authorisation / 24
Appendix A: Contact Details for W&RSETA / 25
Appendix B: Checklist / 26
SECTION 1
1.2 COMPANY DETAILS
Company Name
Skills Development Levy (SDL) number
SIC Code:
Annual Payroll:Above R500K Below R500K
Physical Address
City Postal Code
Province
Telephone Number (work)Fax Number (work)
Postal Address
City Postal Code.
1.3 COMPANY CONTACT PERSON (OTHER THAN SDF)
Title Surname
First Name Initials
Telephone Number (work)
Cell Number
Fax Number (work)
E-mail Address
1.1SDF DETAILS
Title Surname
First Name Initials
Current Occupation
Cell Phone Number Postal Address
Telephone Number (work)
Fax Number (work)City & ProvincePostal Code ______
E-mail Address
ID Number
(Compulsory – needed for verification purposes)
Acting in capacity of:
Company SDF
Independent SDF
1.4 CONFIRMATION OF BANKING DETAILS
Company Name
Skills Development Levy (SDL) number
Details of Company/Entity bank account are as follows:
Name of Bank Branch
Type of account (please tick the applicable box) CurrentSavings
Branch Code Account Number
______
Attach at least one of the following to confirm banking details:
- Copy of cancelled cheque (preferable).
- Official letter from bank confirming banking details.
Payment instructions.
I hereby declare that the above banking details are correct and that the account is active:
Name Signature Job Title Date
Company/Entity Registration Number Company/Entity VAT Registration Number
Page 1 of 26
SECTION 2
2.1 ANNUAL TRAINING REPORT (ATR) - 1 APRIL 2007 – 31 MARCH 2008
Please note that learners who have completed training in the financial year 1 April 2007 – 31 March 2008 should be reported here.
This table identifies those beneficiaries that have participated in learning interventions. Please indicate the number of beneficiaries who received training and NOT the number of programmes run during the course of the year. Please note that a beneficiary can receive training on their current level as well as training for a potential promotion to a higher level. Therefore a beneficiary can be indicated on more than one occupational level. Also, a beneficiary should be counted under race and gender as well as under the relevant age group and, if applicable, under the column for “People with Disability”.
Occupational Categories / People trained during the current financial year / African / Coloured / Indian / White / Total / People with disability / Age GroupsM / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Senior Officials, Managers / Owner / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Professionals / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Technicians and Associate Professionals / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Occupational Categories / People trained during the current financial year / African / Coloured / Indian / White / Total / People with disability / Age Groups
M / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Clerical and/or Administrative Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Service Workers and Sales Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Agricultural and Fishery Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Skilled Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Occupational Categories / People trained during the current financial year / African / Coloured / Indian / White / Total / People with disability / Age Groups
M / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Plant and Machine Operators and Assemblers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Labourers and Elementary Occupations / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Apprentices and Learnerships / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Casual / Temporary Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
TOTAL / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
2.2 SCARCE SKILLS (ATR) 1 APRIL 2007 to 31 MARCH 2008
Kindly enter the corresponding number (1, 2, 3 etc.) of the relevant scarce skillfrom the list in section 3.5(A) where training has taken place. Also, kindly indicate the type and level of training linked to this scarce skill as well as the race, gender and disability status of the beneficiaries trained. See example below.
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / TotalSkillsProgramme / Learnership / Short Course * / Entry
(NQF 1) / Intermediate
(NQF 2-4) / Advanced
(NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Senior Officials, Managers / 5 / / / 2 / 2
2 / / / 1 / 1 / 1 / 1
4 / / / 3 / 3
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / Total
Skills
Programme / Learner-ship / Short Course * / Entry
(NQF 1) / Inter-mediate
(NQF 2-4) / Advanced (NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Senior Officials, Managers
Professionals
Technicians and Associated Professionals
Please note: - A short course can be any training programme which is not Unit Standard-aligned.
-Only formal training (and not on-the-job training) should be entered
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / TotalSkills
Programme / Learner-ship / Short Course * / Entry
(NQF 1) / Inter-mediate
(NQF 2-4) / Advanced (NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Clerical and/or Administrative Workers
Service and Sales Workers
Agricultural & Fishery Workers
Skilled Workers
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / Total
Skills
Programme / Learner-ship / Short Course * / Entry / Inter-mediate / Advanced / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Plant & Machine Operators and Assemblers
Labourers & Elementary Occupations
Apprentices and Learnerships
Casual / Temporary Workers
Total
2.3ABET – ATR (1 APRIL 2007 – 31 MARCH 2008)
This table records those beneficiaries who have completed ABET. It also indicates the Population Group, Gender, Disability Status and level of ABET completed.
Name / Surname / ID Number / Population Group / Gender / Disability Status / ABET LevelA / C / I / W / M / F / D / 1 / 2 / 3 / 4
A – African
C – Coloured
I – Indian
M – Male
F – Female
D – Person with disability (for the disability description please consult the guidelines which may be found on our website)
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SECTION 3
3.1 PROVINCIAL PROFILE as at 1 APRIL 2008
NationalProvince / Number of Employees / Number of StoresEastern Cape
Free State
Gauteng
KwaZulu-Natal
Mpumalanga
Northern Cape
Limpopo
North WestProvince
Western Cape
TOTAL NUMBER OF EMPLOYEES
3.2 TRAINING COMMITTEE (Skills Development Committee)
Title / Surname / First Name / Initials / ConstituencyPage 1 of 26
3.3CURRENT EMPLOYMENT PROFILE (as at 1 APRIL 2008)
Occupational Group / African / Coloured / Indian/Asian / White / Total / People with Disability / Age GroupsM / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Senior Officials, Managers / Owner Managers
Professionals
Technicians & Associated Professionals
Clerical and/or Administrative Workers
Service Workers
Agricultural & Fishery Workers
Skilled Workers
Plant / Machine Operators & Assemblers
Labourers
Apprentices and Learnerships
Casual / Temporary Workers
Total
M – Male
F – Female
D – Person with disability
Disability definition: The Employment Equity Act of 1998 defines people with disabilities as ‘people who have a long term or recurring physical or mental impairment that substantially limits their prospects of entry into or advancement in employment’. Physical impairments include hearing and visual impairments, paralysis, amputations and problems with internal organs. Mental impairment includes clinically defined mental and emotional illnesses and learning disabilities.
3.4 TRAINING PLAN (WSP) - 1 APRIL 2008 – 31 MARCH 2009
This table identifies those beneficiaries that will participate in learning interventions. Please indicate the number of beneficiaries who will receive training and NOT the number of programmes to be run during the course of the year. Please note that a beneficiary can receive training on their current level as well as training for a potential promotion to a higher level. Therefore a beneficiary can be indicated on more than one occupational level. Also, a beneficiary should be counted under race and gender as well as under the relevant age group and, if applicable, under the column for “People with Disability”.
Occupational Categories / People to be trained during the current financial year / African / Coloured / Indian / White / Total / People withDisability / Age Groups
M / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Senior Officials, Managers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Professionals / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Technicians and Associated Professionals / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Occupational Categories / People to be trained during the current financial year / African / Coloured / Indian / White / Total / People with Disability / Age Groups
M / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Clerical and / or Administrative Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Service and Sales Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Agricultural & Fishery Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Skilled Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Occupational Categories / People to be trained during the current financial year / African / Coloured / Indian / White / Total / People with Disability / Age Groups
M / F / M / F / M / F / M / F / M / F / <35 / 35-55 / >55
Plant & Machine Operators and Assemblers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Labourers & Elementary Occupations / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Apprentices and Learnerships / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Casual / Temporary Workers / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
TOTAL / Current employees (at this level)
Current employees (earmarked for accelerated development)
External recruits (incl 18.2 learners at this level)
Page 1 of 26
SECTION 3
3.5 (A) SCARCE SKILLS
W&RSETA Scarce Skill List
Number / Scarce Skill / Number / Scarce Skill1 / Retail Managers / 9 / Training and Development Professional
( Moderators)
2 / Assistant / General / Company Buyer / 10 / Supply and Distribution Manager(Logistic Planners or Coordinators; Storage and Warehousing Manager)
3 / Merchandisers / 11 / General Administrators and Finance
4 / Sales Persons and Assistants, Representatives, / 12 / Accountants
5 / Store Person (including Packer/Shelve Packer/ Driver) / 13 / Sales and Marketing Manager (Advertising Manager; Public Relations Manager )
6 / Merchandise Planner / 14 / Butchers
7 / Cashiers / 15 / Industrial Designer (Product Developers; Product Designer (Excl. Engineering Products); Private Brand Manager; Product Development Manager)
8 / Training and Development Professional ( Assessors) / 16 / Human Resource Practitioners
Number / Scarce Skill / Number / Scarce Skill
17 / Fruit and Vegetable Supervisors / 26 / Chefs
18 / Deli Supervisors / 27 / Training and Development Professional (Learnership Manager)
19 / Bakers / 28 / Industrial Relations Officer
20 / Advertising and Public Relations Manager(Business Development Manager; Business Support Manager; Market Research Manager; Marketing Director; Sales Executive) / 29 / Electricians
21 / Trade Union Official / 30 / Polishers (jewellery)
22 / Supply and Distribution Manager(Supply Chain Manager ) / 31 / Industrial Overlocker Operators (carpets)
23 / Office Cashier / 32 / Fish Supervisors
24 / Food Technologist / 33 / Dressmaker or Tailor
25 / Debt Clerk/Collector(Debtors clerk) / 34 / Credit Clerk
Please note:
Above please find 34 prioritised Scarce Skills identified in the W&R Sector. Kindly identify the relevant Scarce Skill above and insert the corresponding number in the Scarce Skills Columns in Forms 2.2 and 3.5(B).
3.5 (B) SCARCE SKILLS (WSP) 1 APRIL 2008 to 31 MARCH 2009
Kindly enter the corresponding number (1, 2, 3 etc.) of the relevant scarce skillfrom the list in section 3.5(A) where training is planned. Also, kindly indicate the type and level of training linked to this scarce skill as well as the race, gender and disability status of the beneficiaries. See examplebelow.
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / TotalSkillsProgramme / Learnership / Short Course * / Entry (NQF 1) / Intermediate
(NQF 2-4) / Advanced
(NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Senior Officials, Managers / 5 / / / 2 / 2
2 / / / 1 / 1 / 1 / 1
4 / / / 3 / 3
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / Total
Skills
Programme / Learner-ship / Short Course * / Entry
(NQF 1) / Inter-mediate
(NQF 2-4) / Advanced (NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Senior Officials, Managers
Professionals
Technicians and Associated Professionals
Please note: - A short course can be any training programme which is not Unit Standard-aligned.
-Only formal training (and not on-the-job training) should be entered
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / TotalSkills
Programme / Learner-ship / Short Course * / Entry
(NQF 1) / Inter-mediate
(NQF 2-4) / Advanced (NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Clerical and / or Administrative Workers
Service and Sales Workers
Agricultural & Fishery Workers
Skilled Workers
Occupational Categories / Scarce Skill / Type of Training / Level / African / Coloured / Indian / White / Total
Skills
Programme / Learner-ship / Short Course * / Entry
(NQF 1) / Inter-mediate
(NQF 2-4) / Advanced (NQF 5-8) / M / F / D / M / F / D / M / F / D / M / F / D / M / F / D
Plant & Machine Operators and Assemblers
Labourers & Elementary Occupations
Apprentices and Learnerships
Casual / Temporary Workers
Total
3.6 ABET – PLAN(1 APRIL 2008 – 31 MARCH 2009)
This table identifies those beneficiaries who require ABET. It also indicates the Population Group, Gender, Disability Status and level of ABET required.
Name / Surname / ID Number / Population Group / Gender / Disability Status / ABET LevelA / C / I / W / M / F / D / 1 / 2 / 3 / 4
A – African
C – Coloured
I – Indian
M – Male
F – Female
D – Person with disability (for the disability description please consult the guidelines which may be found on our website)
Page 1 of 26
SECTION 4
4.1 DEVELOPMENT AND CONSULTATIVE PROCESS
1. What process was used to develop the WSP (Please tick)?
1. / Training/Skills Development Committee2. / Employees were consulted
3. / Other eg. Performance appraisal system
Should you wish to expand on your choice above, please do so in the space below:
2. Will the WSP assist the organisation in achieving its Employment Equity Plan goals?
YesNo
Should you wish to expand on your choice above, please do so in the space below:
4.2. DECLARATION AND AUTHORISATION – ATR 2007-2008 AND TRAINING PLAN 2008-2009
DECLARATIONWe, the undersigned, submit this information in fulfilment of this entity’s legal obligation in terms of the Skills Development Legislation and Regulations. We declare that, to the best of our knowledge, the information contained in this WSP/ATR is accurate and up to date. We recognise that any inaccurate statement in this document may constitute fraud and be subject to the full penalty of the law.
SIGNATORIES
Designated signatory / Name and Surname / Telephone Number / Original Signature / Date
The person who completed the WSP/ATR
Designated employee representative
AUTHORISATION
CEO/Managing Director
IMPORTANT NOTE
The person signing the authorisation above (CEO/Managing Director/Owner) is also required to initial each and every page of this document.
Page 1 of 26
APPENDIX A - CONTACT DETAILS FOR W&RSETA:
It is important to note that the SETA will not be able to approve any Grant payments to organisations without the original signed hard copies of sections 1.4,4.2
Please return the completed Workplace Skills Planning Grant to:
W&RSETAHead Office: / Gauteng Office: / Kwazulu Natal Office: / Western CapeOffice: / Limpopo / Mpumalanga Office: / Eastern CapeOffice: / Free State Office:
P O Box 9809,
Centurion
0046
W&RSETA House
224 Witch-Hazel Street,
HighveldTechnoPark
Centurion
Tel: (012) 676 9000 / PO Box 14780
Hatfield
0028
1267 Pretorius Street
HadefieldOffice Park
Block B, Ground Floor
Hatfield,
Pretoria
Tel: (012)430 4930 / PO Box 18473,
Dallbridge
Durban, 4014
Ground Floor
SmartXchangeBuilding
5 Walnut Road
Durban
Tel: (031) 333 8800 / P.O. Box 13913
Mowbray,
7705
Ground Floor,
OldWarehouseBuilding
Black RiverPark,
Fir Road
Observatory
Tel: (021) 442 6700 / P.O. Box 17717
Emalahleni
1035
64 Mandela Street
ParkmedBuilding Office 202
Emalahleni
1035
Tel: (013)690 1214 / Office No. 8
MalcomessPark
Southernwood
East London
Tel: (043)722 3010 / P.O. Box 1419
Bloemfontein
9300
133 St. Andrew Street
Ground Floor
JustitiaBuilding
Bloemfontein
9300
Tel: (051)447 8443
Page 1 of 26
APPENDIX B - CHECKLIST FOR SDF AND SETA:
Please note that the WSP / ATR should comply with the requirements below to qualify for approval and the subsequent payment of the Mandatory Grant to the company.
Section / Description / SDFCheck √ / Seta
Check √
SDF Details / Name, ID.No. and Contact details must be completed.
Company Details / All details to be completed.
Company Contact Person / All details to be completed.
Banking Details / If a cancelled cheque has been submitted previously and no changes have occurred it is not necessary to resubmit a cancelled cheque or to complete this section.
Annual Training Report / Beneficiaries of training completed are recorded
Scarce Skills ATR / Beneficiaries who received Scarce Skills training are recorded.
ABET ATR / Beneficiaries who completed ABET are recorded
Provincial Profile / If a consolidated WSP is submitted on behalf of a number of branches, the number of branches per province must be indicated.
Training Committee / For companies with more than 50 employees. Refer to the Skills Development Act of 1998.
Current Employment Profile / Total Permanent Staff complement of the organisation. (Employees who fall under annual payroll)
Training Plan / Beneficiaries of planned training are identified and recorded according to occupational category and level
Scarce Skills / List of Scarce skills identified through Sector Skills Audit
Scarce Skills Plan / Scarce skills are selected from the list on page 14 and aligned to the relevant occupational category, type and level of training, race, gender and disability status.
ABET Plan / Identifies beneficiaries who require ABET
Development and Consultative Process / Consultation steps followed to complete Grant application
Declaration and Authorisation / All three original signatures must be present
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