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WSP-ATR YEAR 11 (2010-2011 submission): SDF National Forum - 17 November 2009

WSP-ATR YEAR 11 (2010-2011 submission): SDF National Forum - 17 November 2009. WSP-ATR submissions. SDFs to complete WSP-ATR and submit in EXCEL not on MQA I –Share Signatures and proof of banking MUST be included in the submission - Scan and insert as picture into the excel document

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WSP-ATR YEAR 11 (2010-2011 submission): SDF National Forum - 17 November 2009

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  1. WSP-ATR YEAR 11 (2010-2011 submission): SDF National Forum - 17 November 2009

  2. WSP-ATR submissions SDFs to complete WSP-ATR and submit in EXCEL not on MQA I –Share Signatures and proof of banking MUST be included in the submission - Scan and insert as picture into the excel document Submit excel by E-MAIL (Can also submit by fax/ hand delivery/courier) Keep ORIGINALS on file Deadline for submission is by 30th JUNE 2010 ( You are encouraged to submit earlier – from 1 April 10)

  3. WSP-ATR submissions Draft WSP-ATR formats released today for preparation & collation of data Final WSP-ATR formats by end Jan 10 – will include updated OFO (V9) WSP-ATR Guidelines by end Jan 10 SDF workshops on WSP-ATRs – Feb & March 10

  4. Changes from previous year .

  5. Main changes from previous year . • Note: No changes on S format except: • No 2 – Workforce profile by OFO category-code-title • Signatures & banking details – Scan & insert

  6. Mandatory Grant recovery by employers • (SDA 1998 Grant Regulations 6 & 10) • 10.(2)A SETA may not pay MG to an employer who is liable to pay the SDL into section 3(1) of the SDLA unless the employer- • (a) has registered with the Commissioner into section 5 of the SDL Act; • has paid the levies directly to the Commissioner in the manner and within the period determined in section 6 of the SDL Act; • is up to date with the levy payments to the Commissioner at the time of approval and in respect of the period for which an application is made; • (d) has submitted a WSP that contributes to the relevant SETA sector skills plan as contemplated in section 10(1) of the Act within the timeframes prescribed in regulation 6(2) of these regulations; and

  7. Mandatory Grant recovery by employers (e) with effect from 2006 / 2007 financial year and in subsequent financial years, has submitted an ATR that has been verified by a SETA Board as having contributed to the implementation of the previous financial year’s WSP except for an employer contemplated in subregulation 6(1)(c) of these Regulations. (3) Employers who fail to meet the prescribed criteria will forfeit the grant referred to in regulation 6 of these regs. In addition, Section 10 (5) of the MHSA, 1996, as amended reads: “All mines must submit a workplace skills plan and the annual training reports to the Mining Qualifications Authority.

  8. MQA Approval criteria SUBMISSION DEADLINE is by 30 June 2010 (approved extensions 31st July 10), or within 6 months of new employers registering for the SDL; CORRECT FORMAT utilised (including OFO); Proof of BANKING DETAILS is submitted; The WSP-ATR is signed-off in accordance with the MQA requirements and necessary pages have been submitted to MQA; WSP-ATR submissions that do not comply with the criteria will be returned and employers will be allowed up to one month to rectify amendments required. Failure to do so within the one month period and by no later than 31 July 2010 will result in the Mandatory Grant being forfeited; The proof of training completed must NOT be submitted but records must be kept by the employer and must be available to MQA for auditing as and when requested.

  9. Important to note Typical reasons for non-approval of WSP-ATRs and non- payment of the Mandatory Grant during the previous years are: • Levy numbers- incorrect, missing digits, not the one against which organisation pays levies, sub-levy numbers omitted, levy number not with MQA; • Application submitted to the wrong SETA; • Incomplete WSP-ATRs – ALL information requested must be completed, incl SIC codes; • Banking details outstanding – Organisations must provide a copy of a cancelled cheque or a bank statement; • No submission of required signatures – either all or some.

  10. Using Excel • Download excel WSP-ATR format (S or M/L) from www.mqa.org.za; • You only need Excel on your computer; • Intelligent Excel spreadsheet (checks SDL, OFO list & lookup etc); • Only 2 things you need to know to get started • How to enable macros; and • How the sheets with the full OFO work.

  11. Enabling full functioning of the WSP-ATR Excel spreadsheets • In order for the Excel spreadsheet to function fully, you need to have macro’s enabled in Excel. The next few slides will explain exactly how to do this in Excel 2003 as well as Excel 2007.

  12. Excel 2003 – enabling macros • You need to set you macro Security level to low in order for the spreadsheet to function fully. • In Excel, click on Tools – Macro – Security • Select the Security level tab. • Select the Low level. This will allow the macros for the spreadsheet to run. • Click OK.

  13. This is what the window looks like:

  14. If your macro security level is set to any other level, for example High, you will receive the following message and you will need to change your settings as shown above:

  15. You may now open the spreadsheet.If the following message appears, click Update.

  16. A second message like the one below will appear. Click Continue.You may now use the spreadsheet. All functionality will be enabled.

  17. Press the Options button here Excel 2007: If your spreadsheet is already open:

  18. Select Enable this Content here Excel 2007 – enabling macros

  19. Click Continue here Excel 2007

  20. If you don’t have the spreadsheet open • If you are using Excel 2007: • You need to enable all macros in order for the spreadsheet to function fully. • In Excel, click on the Developer Tab • Click Macro Security • Select Enable All Macros • Tick “Trust access to the VBA project object model” • The screen will look like the one below:

  21. You may now open the spreadsheet. All functionality will be enabled for the worksheet to function properly. • If you do not enable Macros as stated above, certain functionalities will be disabled on the worksheet, for example the “ENTER” buttons will seem to not work, and you will get the following error message: If you get this message, close the spreadsheet, re-open excel and follow the instructions from number 1) above. Once these instructions have been followed, you may re-open the spreadsheet and all functionality will be enabled.

  22. Completing sheets that require full OFO • M/L : Occupational distribution of workforce (2.2.1 ) & Scarce Skills (3) • Select an Occupational Category before selecting an Occupational Title and Code. You will NOT be able to select an Occupational Title if the Occupational Category dropdown is empty; • After adding your data, make sure you click or tab off the cell you last added data into, before clicking the “ENTER” button. If the last cell to have data added is still selected, the “ENTER” button will not work; • To delete any added rows, highlighting the entire row by clicking on the row number on your left, right click and then select ”Delete”.

  23. For assistance on SDF Reg & WSP-ATR

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