SKILLS DEVELOPMENT ACT, 1998 SETA GRANT REGULATIONS MANDATORY GRANT APPLICATION FORM Workplace Skills Plan & WSP Implementation Report P O Box 245, Gallo Manor, 2052 Tel: 011 253 7300 Fax: 011 253 7333 Email nomusam@foodbev.co.za www.foodbev.co.za 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: Signed by Employer Signed by Labour Confirmation that company is up to date with levy payments YES NO WSPIR Plan Actual As % of: Number of training beneficiaries Total emp. Actual cost of training Payroll Approved Referred Rejected Reason: 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 Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 2
1. INTRODUCTION 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. 2. 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 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. 4. FOODBEV SETA CONTACT DETAILS: Tel: 011 253 7300 Fax: 011 253 7333 Email: Nomusa Maphanga nomusam@foodbev.co.za Fax: 086 649 2263 Liezl Gerryts liezlg@foodbev.co.za Fax 086 677 3132 Website: www.foodbev.co.za Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 3
5. DEFINITIONS & GUIDELINES 5.1 ACRONYMS SDF: ABET: L Number: Skills Development Facilitator Adult Basic Education & Training Skills Development Levy Number 5.2 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 F D This indicates that a total of 3 people are employed of which 1 1 2 1 is a disabled person. 5.3 Guideline for determining Cost of training: 5.3.1 Course cost of external training Trainers cost Course fee (if separate from trainer s cost) Training material cost S & T of employee (subsistence & travel) 5.3.2 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. 5.3.3 A trainee s daily salary does not form part of the cost of a training intervention 5.3.4 Training that runs over an extended period (longer than a year) This should be pro-rated for the specific financial year 5.4 Structure of the National Qualifications Framework (NQF) NQF level Band Types of Qualifications and Certificated 8 Doctorates Further Research Degrees 7 Higher Education And Higher Degrees Professional Qualifications 6 Training Band (HET) First Degrees Higher Diplomas 5 Diplomas Occupational Certificates Further Education and Training Certificates 4 Further Education And School/College/Training Certificates Mix of units from all 3 Training Band (FET) School/College/Training Certificates Mix of units from all 2 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 Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 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 Population Group African Coloured Asian White Disability status Please tick if applicable Current Occupation: Are you replacing a SDF? YES Name of previous SDF NO Telephone Number (work): Fax Number: Cell phone Number: Email address: Postal Address: Code: A2. ORGANISATION DETAILS Organisation Name: SDL (Levy) Number: Postal Address: L Code: Physical Address: Code: Total permanent employment: Total annual payroll: R (as at 01 April) (as at 01 April) Seasonal workers: 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: Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 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: Name of Account Holder Current Transmission Savings 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 Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 6
B2. TOTAL EMPLOYMENT PER OCCUPATIONAL CATEGORY AS AT 01 APRIL Occupational Category African Coloured Asian White Total 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 F Female D Disabled * - See Guidelines attached to this report B3. QUALIFICATIONS PROFILE AS AT 01 APRIL Please provide the qualifications profile of all employees as at 01 April. NQF Band 1 NQF level African Coloured Asian White Total HET 8 7 6 5 FET 4 3 2 GET 1 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 Organisation Name: Levy Year Levy Number: 7
C1. SKILLS PRIORITIES & TRAINING INTERVENTIONS SECTION C SKILLS PRIORITIES & BENEFICIARIES Please complete the following sections detailing the strategic skills priorities and total numbers of beneficiaries (training recipients) for the year. Notes: 1. Different Training interventions can be linked to one Skills Priority. 2. 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 Organisation Name: Levy Year Levy Number: 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 African Coloured Asian White Total 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 Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 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 Management Warehousing and distribution/supply chain/logistics Finance Sales and marketing Packaging Processing/manufacturing Food science and technology Engineering Human resources 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 In-Service Training / Work experience provided / Internship Apprenticeships Study support provided Bursaries African Coloured Asian White Total Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 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 African Coloured Asian White Total TOTAL C3.3 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 African Coloured Asian White Total TOTAL C3.4 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 African Coloured Asian White Total TOTAL Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 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 African Coloured Asian White Total TOTAL Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 12
SECTION D ABET Please provide the number of employees participating on ABET for the current skills development levy year planned / completed. Note: - : Only stipulate completed when BOTH numeracy AND literacy has been successfully completed ABET Level 1 ABET Level 2 Occupational Category African Coloured Asian White Total Clerks Service, Shops & Sales workers Agricultural and Fishery Workers Craft and Related Workers Machine Operators and Assemblers Labourers and Related Workers Clerks Service, Shops & Sales workers Agricultural and Fishery Workers Craft and Related Workers Machine Operators and Assemblers Labourers and Related Workers Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 13
Occupational Category African Coloured Asian White Total ABET Level 3 ABET Level 4 Clerks Service, Shops & Sales workers Agricultural and Fishery Workers Craft and Related Workers Machine Operators and Assemblers Labourers and Related Workers Clerks Service, Shops & Sales workers Agricultural and Fishery Workers Craft and Related Workers Machine Operators and Assemblers Labourers and Related Workers Mandatory Grant SMME Organisation Name: Levy Year Levy Number: 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 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 and Decisionmaking Black executives on the Board 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 Current Status as a % Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 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: Mandatory Grant SMME Levy Year Organisation Name: Levy Number: 16