· Web viewLearnership Project Manager (day to day co-ordinator) Contact Details: Project Manager: Name Designation Tel. Number (w) Mobile number Fax number E-mail address Registration

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Learnership Agreement – October 2006

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Learnership Agreement

PLEASE TAKE NOTE OF THE FOLLOWING

Learnership Grant Applications: Applications for Learnership Grants MUST be made and approved by INSETA before

any training or other activity starts. The Learnership Grants offered under INSETA Discretionary Grants will be paid at

the discretion of the INSETA. INSETA will decide which Grants it will approve on the basis of the contribution that the skills development activities being proposed make to the implementation of the Sector Skills Plan.

Information relating to Learner Allowances can be found in the Learnership Funding Policy on the INSETA website: www.inseta.org.za

Learnership Agreements: In terms of Government Gazette No. R330 (3rd April 2001), Section 3.3 (b) the Lead

Employer should submit an original copy plus an electronic copy of the Learnership Agreement to INSETA. Once approved, an approval letter will be returned to the Lead Employer. The original will be retained by INSETA for administrative purposes

If the Learner is not already in the employ of the Employer, the Learner and Employer must conclude a contract of employment.

If the Learner is a minor then the Learner’s parent or guardian must be a party to this Agreement and must complete section 3. The parent or guardian ceases to be a party to this Agreement once the Learner attains majority.

If a group of Employers are party to this Agreement, one of the Employers must perform the function of a Lead Employer. The Lead Employer must complete section 4 and details of the other Employers must be attached on a separate sheet, as per annexure LA5.

If a group of Accredited Training Providers are party to this Agreement, one of the Providers must perform the function of Lead Training Provider. The Lead Training Provider must complete section 5 and details of the other Accredited Training Providers must be attached on a separate sheet, as per annexure LA6.

If the employer and the Accredited Training Provider as the same entity. The lead employer must complete sections 4 and 5.

Please ensure that you have made copies of the Learnership Agreement for all parties concerned since Inseta WILL NOT make copies for you or make the Learnership Agreement available to you after it has been submitted to Inseta.

General: Should you require further assistance/information regarding this document, please

contact Bongiwe Ramaboea or Vuyo Diniso at INSETA, on (011) 544 2000, Fax (011) 484 9878 or e-mail: [email protected] or [email protected]

All supporting documentation relating to this document can be found on the INSETA website: www.inseta.org.za

Answer questions by marking the appropriate block with an X where applicable. Please submit only the relevant and correctly completed annexure. When completing the Learnership Agreement use only black ink and print clearly. All parties are to initial every page of the Learnership Agreement. Please submit a copy of the Learner Achievement Plan. Please submit certified copies of all relevant Identity Documents. Please submit a certified copy of the Employment Contract. Please submit a certified copy of the Grade 12/Matric Certificate. For disabled learners please submit proof of disability for example, medical

certificate, disability grant notice, etc. Please submit copy of signed Service Level Agreement (SLA) between Lead

Employer and Lead Training Provider. Please upload your learners on the SMS off-line version BEFORE

SUBMITTING LEARNER AGREEMENTS

http://www.inseta.org.za/

mailto:[email protected]

mailto:[email protected]

http://www.inseta.org.za/

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Table of Contents

Section Content Page

Section 1 Learner Details 3

Section 2 Learnership Details 5

Section 3 Parent / Guardian Details8

Section 4 Lead Employer Details 10

Section 5 Lead Training Provider Details13

Section 6 Terms and Conditions of Employment15

Section 7 Rights and Duties of the Parties16

Section 8 Annexures 21

LA 1 Insurance Sector / Department of Labour 22Occupational Categories

LA 2 Department of Labour Occupation Levels 25


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LA 3 Insurance Sector Indicator Codes (SIC)25LA 4 Seta Identification Codes26LA 5 Secondary Employer Site Details27LA 6 Secondary Training Provider Details 29LA 7 Learner Achievement Plan Template31

Lead Training Provider SDL Number: Lead Employer SDL Number:

Section 1

1. LEARNER DETAILS

1.1 Title (Mr / Ms / Mrs / Dr / Prof / Other):

1.2 Name/s and Surname in full:

1.3 RSA Identity number / Passport number:

1.4 Date of birth1:

1.5 Gender:Male Female

1.6 Race as per the Employment Equity Act 55 of 1998:African Indian

1 Should the learner be under the age of 21 years (a minor), Section 3 of this document must be completed by a Parent or Guardian.


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Coloured White1.7 Nationality:

1.7.1 What language(s) do you speak at home:

1.8 Citizen Residential Status2: (Specify and attach documents indicating your status, for example: Permanent residence, study permit, etc.)

SA Citizen Permanent Resident

Study Permit Work Permit1.9 Were you employed by your employer before concluding this Agreement:

Yes NoIf yes, how many years have you been in occupation?

1.10 Do you have a disability, as contemplated by the Employment Equity

Act 55 of 19983:Yes Specify: No

1.11 Commencement date of Learnership agreement:

1.12 Termination (End) date of Learnership agreement:

1.13 Learner Contact DetailsTel. Number (h) Tel Number (w) Mobile number Fax number

2 Please provide proof of Citizenship / Residence / Study / Work status signed by Commissioner of Oaths.3 The Employment Equity Act defines a disability as a long-term or recurring physical or mental impairment, which substantially limits prospects of entry into, or advancement in, employment. Please provide proof of disability.


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E-mail address

1.14 Postal address Code:

1.15 Region (Province)

1.16 Highest level of education attained and title of highest qualification

where applicable (e.g. Standard 7/Grade 9, ABET Level 3, Diploma, Degree, etc.). Please attach certified proof AS WELL as a certified copy of your Matric / Grade 12 certificate.

1.17 Have you previously undertaken a learnership registered on the NQF:

Yes (specify title and code): No

Section 2

2. LEARNERSHIP DETAILS

2.1Name of Learnership:

2.2Department of Labour registration number of Learnership:

2.3Please tick the relevant National Standards Body (NSB):

NSB Organising Fields of Learning01 Agriculture and Nature Conservation


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02 Culture and Arts03 Business, Commerce and Management Studies

04 Communication Studies and Language

05 Education, Training and Development06 Manufacturing, Engineering and Technology

07 Human and Social Studies

08 Law, Military Science and Security

09 Health Science and Social Services

10 Physical, Mathematical, Computer and Life Sciences11 Services12 Physical Planning and Construction

2.4Please state National Standards Body sub-field:e.g. Finance, Economics and Accounting

2.5 List of Unit Standards for this Learnership

Please refer to the appropriate Qualification for this Learnership and indicate chosen unit standards. Please supply unit standard title, credit value and SAQA code.


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Name of Qualification: FUNDAMENTAL LEARNING

Communication:Unit Standard Title Credit

ValueSAQA Code Name of

provider that will offer this Unit Standard

Mathematics:Unit Standard Title Credit



Other e.g. Financial Literacy:Unit Standard Title Credit




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CORE LEARNING

Unit Standard Title Credit Value

SAQA Code Name of provider that will offer this Unit Standard

ELECTIVE UNIT STANDARDSUnit Standard Title Credit




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Section 3

3. PARENT OR GUARDIAN DETAILS(To be completed if leaner is a minor4)

3.1 Name/s and Surname in full:

3.2 Title (Mr / Ms / Mrs / Dr / Prof / Other):

3.3 RSA Identity number / Passport number:

3.4 Date of birth:

3.5 Nationality:

3.6 Citizen Residential Status5:(Specify and attach documents indicating your status, for example: permanent residence, study permit, etc.)SA Citizen Permanent ResidentStudy Permit Work Permit

3.7 Gender:Male Female

3.8 Home address: Code:

3.9 Postal address (if different from above):

4 For the purposes of this document a minor is defined as an unmarried person under 21 years of age – A person under 21 years of age may attain majority as a result of a High Court Declaration or marriage. INSETA reserves the right to request certified copies of the High Court Declaration of Majority / or a Marriage Certificate.5 Please provide proof of Citizenship / Residence / Study / Work status signed by a Commissioner of Oaths.


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Code:

3.10 Parent or Guardian Contact Details:Parent/Guardian Alternative contact personTel. Number (h) Name Tel number (w) Tel number (h) Mobile number Tel number (w) Fax number Mobile number E-mail address Fax number

E-mail address


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Section 44. LEAD EMPLOYER DETAILS

4.1 Legal name of employer:

4.2 Trading name (if different from above)

4.3 Which sub-sectors of the Insurance sector do you represent: Short term Insurance Healthcare Benefits

Administration Life Insurance Funeral Insurance Insurance and Pension Funding Reinsurance Risk Management Pension Funding Collective Investments Activities auxiliary to Financial

Intermediaries

4.4 Are you acting as Lead Employer:Yes No

4.5 Physical address (Head Office): Province: Code:

4.6 Postal address – Head Office (if different from 4.5): Province: Code:

4.7 Name of contact person at Head Office:

4.8 Designation of contact person at Head Office:

4.9 Lead Employer Contact Details:Lead Employer Alternative contact personTel number (w) Name


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Mobile number Tel number (w) Fax number Mobile number E-mail address Fax number

E-mail address

4.10 Learnership Project Manager (day to day co-ordinator) Contact Details:Project Manager:Name Designation Tel. Number (w) Mobile number Fax number E-mail address

4.11 Registration / reference numbers or codes:SIC6 SARS – SDL number7 SETA8 Company / Close Corporation / Partnership / Sole Trader number

4.12 Company / business enterprise size9

Business Enterprise

Number of Permanent People Employed

Micro 0 – 9Small 10 – 49Medium 50 – 149Large 150 – 999Macro 1000 – 4999Mega 5000 +

4.13 Does the learning occur at:

6 Refer to Annexure LA 3 Sector Indicator Codes (SIC) for the insurance sector.7 SARS Skills Development Levy number as per Skills Development Levies Act.8 Refer to Annexure LA 4 Seta Identification Codes9 INSETA requires statistical information for Department of Labour reporting purposes.


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A single employer learning siteMultiple employer learning sites

If the learning occurs at multiple employer learning sites, information is required for each site involved10.

4.14 Has the Lead Employer applied for a Learnership Grant:Yes No

4.15 Learnership Grant Application Approval number allocated by INSETA:

L G A

10 Complete Annexure LA 5 Secondary Employer Site Details for every Secondary Employer, as further information is required for each site involved.


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Section 55. LEAD TRAINING PROVIDER DETAILS

5.1 Legal name of Lead Accredited Training Provider:

5.2 Trading name (if different from above):

5.3 Are you acting as Lead Accredited Training Provider:Yes No

5.4 Are there Secondary Accredited Training Providers involved in the Learnership:

Yes11 No

5.5 Are you an internal or external provider:Internal External

5.6 Physical address (Head Office): Province: Code:

5.7 Postal address (if different from 5.6): Province: Code:

5.8 Name of contact person (Head Office):

5.9 Lead Accredited Training Provider Contact Details

11 Complete Annexure LA 6 Secondary Training Provider Details for every Secondary Provider.


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Tel. Number (w) Mobile number Fax number E-mail address

5.10 Registration / reference numbers or codesSIC12 SETA13 SARS – SDL Number14 ETQA15 Company / Close Corporation / Partnership / Sole Trader number:

5.11 Date of registration as training provider16:

5.12 Name of ETQA where accredited:

5.13 Please indicate and attach proof of status of accreditation:InterimFullProvisionalOther

5.14 Date of Provider Accreditation by ETQA:

5.15 Termination date of Provider Accreditation by ETQA:

12 Refer to Annexure LA 4 Sector Indicator Codes (SIC) for the Insurance sector.13 Refer to Annexure LA 5 SETA Identification Codes.14 SARS Skills Development Levy number as per Skills Development Levies Act.15 ETQA provider accreditation number.16 Please note that this is the date of registration and NOT the date of accreditation.


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Section 66. TERMS AND CONDITIONS OF EMPLOYEMENT

6.1 Are the learner’s terms of employment determined by a document of general application (e.g. section 18(3) determination, sectoral determination17), bargaining council agreement, collective agreement:

Yes NoIf YES, specify:

Please attach a copy of the document

6.2 Attach a copy of the document reflecting the learner’s conditions of employment for learners who were not employed by the employer when the agreement was concluded as contemplated by section 18(2) of the Act (e.g. contract of employment, written particulars of employment)18.

17 To access the entire Basic Conditions of Employment act 75 of 1997 Sectoral Determination No. 5: Learnerships, please go to the INSETA website: www.inseta.org.za.learnerships18 To access a Sample Employment Contract, please go to the INSETA website: www.inseta.org.za.learnerships


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Section 77. RIGHTS AND DUTIES OF THE PARTIES

1. Rights of learners, employers and registered training providers

1.1 LearnerThe learner has the right to:

1.1.1 Be educated and trained in terms of this Agreement;1.1.2 Have access to the required resources to receive training in terms

of the Learnership;1.1.3 Have his or her performance in training assessed and have access

to the assessment results;1.1.4 Receive a certificate upon successful completion of the learning;1.1.5 Raise grievances in writing with the SETA concerning any

shortcomings in the training.

1.2 EmployerThe employer has the right to require the learner to:

1.2.1 Perform duties in terms of this Agreement; and 1.2.2 Comply with the rules and regulations concerning the employer’s

business concern.

1.3 Training provider1.3.1 The registered training provider has the right of access to the

learner’s books, learning material and workplace, if required.


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2. Duties of learners, employers and registered training providers

2.1 LearnerThe learner must:

2.1.1 Work for the employer as part of the learning process;2.1.2 Be available for and participate in all learning and work experience

required by the Learnership;2.1.3 Comply with workplace policies and procedures;2.1.4 Complete any timesheets or any written assessment tools supplied

by the employer to record relevant workplace experience;2.1.5 Attend all study periods and theoretical learning sessions with the

training provider and undertake all learning conscientiously; and2.1.6 Provide a written progress report as proof of achievement on a

regular basis to the INSETA.2.1.7 Allow INSETA to publish details of their learnership, including but

not limited to their NQF level and the phase of their employment.

2.2 Employer

2.2.1 The employer must comply with its duties in terms of all applicable legislation including:

Skills Development Act, and any applicable determination made in terms of section 18(3) of this Act;

Basic Conditions of Employment Act (No. 75 of 1997); Labour Relations Act (No. 66 of 1995); Employment Equity Act (No. 55 of 1998); Occupational Health and Safety Act (No. 85 of 1993) or Mine Health

and Safety Act (No. 27 of 1996); Compensation for Occupational Injuries and Diseases Act (No. 130

of 1993).

2.2.2 Provide the learner with appropriate training in the work environment to achieve the relevant outcomes required by the Learnership;


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2.2.3 Provide appropriate facilities to train the learner in accordance with the workplace component of learning;

2.2.4 Provide the learner with adequate supervision at work;2.2.5 Release the learner during normal working hours to attend off-the-

job education and training required by the Learnership;2.2.6 Pay the learner the agreed learning allowance both while the

learner is working for the employer and while the learner is attending approved off-the-job training;

2.2.7 Conduct on-the-job assessment, or cause it to be conducted;2.2.8 Keep up to date records of learning and periodically discuss

progress with the learner;2.2.9 Provide a written progress report as proof of achievement, on a

regular basis, to the INSETA.2.2.10If the learner was not in the employment of the employer at the

time of concluding this Agreement, advise the learner of – (a) The terms and conditions of his or her employment, including

the learning allowance; and(b) Workplace policies and procedures.

2.2.11Apply the same disciplinary, grievance and dispute resolution procedures to the learner as to other employees.

2.3 Training provider

The training provider must:2.3.1 Provide education and training in terms of the Learnership;2.3.2 Provide the learner support as required by the Learnership;2.3.3 Record, monitor and retain details of training provided to the

learner in terms of the Learnership;2.3.4 Conduct off-the-job assessment in terms of the Learnership, or

cause it to be conducted; and2.3.5 Provide reports to the employer on the learner’s performance.

3. Termination of Agreement

This Learnership agreement terminates;


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3.1 On the termination date stipulated in Section 1 of this Agreement; or 3.2 On an earlier date if:3.2.1 The learner successfully completes the Learnership;3.2.2 The learner is fairly dismissed by the employer for a reason related

to the learner’s conduct or capacity as an employee;3.2.3 The employer and learner agree to terminate the Agreement; or3.2.4 The INSETA approves a written application to terminate the

Agreement by the learner or, if good cause is shown, by the employer.

4. Disputes

If there is a dispute concerning any of the following matters, it may be referred to the Commission for Conciliation, Mediation and Arbitration (CCMA):

4.1 The interpretation or application of any provision of this Agreement, the learner’s contract of employment or a sectoral determination made in terms of section 18(3) of the Skills Development Act; 1998 (Act no. 97 of 1998).

4.2 Chapter 4 of the Skills Development Act; 1998 (Act no. 97 of 1998).4.3 The termination of this Agreement or the learner’s contract of

employment.

5. Declaration of Parties

We understand that this agreement is legally binding. We understand that it is an offence in terms of the Skills Development Act of 1998 to provide false or misleading information in this Agreement.

It is expressly understood that the relationship between the Learner(s) / Employer(s) / Training Provider(s) / parent or Guardian in no way constitutes an employment relationship with the INSETA.

We agree to the rights and duties contained in this document. These rights and duties are not transferable.


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Learner’s Name

Parent or Guardian’s Name

Learner’s signature Parent or Guardian’s signature(Only if the learner is a minor)

Date

Date

Witness Name

Witness Name

Witness signature Witness signature

Date

Date

Declaration of Parties (cont.)

We understand that this agreement is legally binding. We understand that it is an offence in terms of the Skills Development Act of 1998 to provide false or misleading information in this Agreement.

It is expressly understood that the relationship between the Learner(s) / Employers / Training Providers / Parents or Guardians in no way constitutes employment relationship with the INSETA.

We agree to the rights and duties contained in this document. These rights are not transferable.

Name of Representative of Lead Employer

Name of Representative of Lead Accredited Training Provider


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Signature of Representative of Lead Employer

Signature of Representative of Lead Accredited Training

Provider

Date

Date

Witness Name

Witness Name

Witness signature Witness signature

Date

Date

Official Company Stamp Official Company Stamp

Section 8

Annexures

LA 1 Insurance Sector / Department of Labour Occupational CategoriesLA 2 Department of Labour Occupational LevelsLA 3 Insurance Sector Indicator Codes (SIC)LA 4 SETA Identification CodesLA 5 Secondary Employer Site DetailsLA 6 Secondary Accredited Training Provider Details


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LA 7 Individual Learner Achievement Plan

Annexure LA 1 Employment Equity Occupational Categories

Occupational Categories as detailed in the Employment Equity Act 55 of 1998 and adapted for the Insurance Industry’s Workplace Skills Plans and Annual Training Reports.

Senior Officials and ManagersThis group includes occupations whose main tasks consist of determining and formulating policy and strategic planning, directing and coordinating the policies and activities of the

Chief Executive Officer, President, Vice President, Chief Operating Officers, General Managers, Divisional Heads, Admin Managers, Financial Managers, Production Managers, Managing Director, Chief Consultant, Local


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organisation in the private and public sectors determining and formulating laws and for directing and controlling the functions of the organisation.

Manager, etc.

ProfessionalsThis group includes occupations whose main tasks require a high level of professional knowledge and experience in the fields of physical and life sciences, or social sciences and humanities. The man tasks consist of increasing the existing stock of knowledge, applying scientific and artistic concepts and theories to the solution of problems, and teaching about the foregoing in a systematic manner.

Lawyers, Biologists, Psychologists, Accountants, System Analysts, Assessors, Valuators, Computer Programmers, Teaching Professionals, Management Consultants, Medical Practitioners, Social Workers, Business Analysts, Assistant Managers (Legal). Etc.

Technicians and Associate ProfessionalsThis group includes occupations whose main tasks require technical knowledge and experience in one or more fields of the physical and life sciences, or the social sciences and humanities. The main tasks consist of carrying our technical work connected with the application of concepts and operational methods in the above-mentioned fields and in teaching at certain education levels.

Computer Programmers, Nurses, Physiotherapists, Occupational Therapists, Product Designers, Translators and Interpreters, Writers and Editors, Specialized Inspectors and Testers of Equipment, Vocational Instructors, Technicians, Pilot, Broker, Designer, Quality Inspector, IS Operator, IS Job Scheduler, IS Shift Leader, Consultant, Assessor, PC Support Specialists, Network Technician, PC Trainer, Training Specialist, Audit Inspector, Branch Training Officer, Senior Consultant, Programmer, IS Superintendent, IS Operations Controller, Business Analyst, Audit Specialist, HR Superintendent, Research Analyst, etc.

ClerksThis group includes occupations whose main tasks require the knowledge and experience necessary to organise, store, compute and retrieve

Bookkeepers, Tellers, Cashiers, Collectors (bills and accounts), Messengers and Office Helpers, Office Machine Operators, Mail Clerks, Typists, Telephone Operators,


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information. The main tasks consist of performing secretarial duties, operating word processors and other office machines, recording and computing numerical data, and performing a number of customers orientated clerical duties, mostly in connection with mail services, money-handling operations and appointments.

Electronic Data Processing Equipment Operators, Clerks, Secretaries, Coders, Switchboard Operators, Administrative Assistants, Store Clerks, Receptionists, Section Head, Accounts Clerk, Admin Superintendent, Accounts Superintendent, IS Administrator, etc.

Service and Sales WorkersThis group includes occupations whose main tasks require the knowledge and experience necessary to provide personal and protective services and to sell goods in shops or markets. The main tasks consist of providing services related to travel, housekeeping, catering, personal care, protection or individuals and property, and maintaining law and order, or selling goods in shops or markets.

Attendants, Nurses’ aides, Orderlies, Food and Beverage serving occupations, Housekeeping, Childcare occupations, Advertising Agents, Sales workers, Sales Clerks, Stock Brokers, Insurance Brokers, Sales people of Technical and Business Services Supervisor Local Office Clerk, U/W, Clerk, U/W Section Head, Claims Clerk, Inspector, Marketing Assistant, Tele-service Operator, U/W Superintendent, Claims Section Head, Local Manager, Investigator, Claims Superintendent, Sub-branch Manager, Production Superintendent, Local Office Superintendent, etc.

Craft and Related TradesThis group includes occupations whose main tasks require the knowledge and experience of skilled trades and handicrafts, which, among other things, involve an understanding of materials and tools to be used, as well as all stages of the production process, including the characteristics and the intended use of the final product. They are frequently journey men/women who have received an extensive period of training. The main tasks consist of extracting raw materials,

Print Works Section Head, Print Works Artisan


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constructing buildings and other structures and making various products, as well as handicraft goods.Plant and Machine OperatorsThis group includes occupations whose main tasks require the knowledge and experience necessary to operate and monitor large scale and often highly automated industrial machinery and equipment. The main tasks consist of operating and monitoring or mining, processing, and production machinery and equipment, as well as driving vehicles and driving and operating mobile plant, or assembling products from components.

Truck drivers, bus drivers, photographic processors, sound and video recording equipment operators, Production machine workers, etc.

Elementary OccupationsThe group covers occupations which mostly require relatively low/elementary levels of knowledge and experience necessary to perform mostly dimple and routine tasks, involving the use of hand held tools and in some cases considerable physical effort, and with few exceptions, limited personal initiative and judgment. The main tasks consist of selling in streets, door-keeping and property watching, as well as cleaning, washing, pressing, and working as labourers in the fields of mining, agriculture and fishing, construction and manufacturing.

Garage attendants, Car Washers, Gardeners, Garbage collectors, Sweepers, Assistants, Print Works Assistants, Clerks, etc.

Non-Permanent Employees Please noteIn the Employment Equity Act 55 of 1998 User Guide, it is suggested that for reporting purposes, non-permanent employees refer to those who are employed to work for less than 24 hours per month, or those engaged to


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work for less than 3 continuous months.

Annexure LA 2 Employment Occupational Levels

Occupation Levels as detailed in the Employment Equity Act 55 of 1998:

Occupational Levels Top Management Senior Management Professionally qualified and experienced specialists and mid-

management Skilled technical and academically qualified workers, junior

management, supervisors, foremen, and superintendents Semi-skilled and discretionary decision making Unskilled and defined decision making Non-permanent employees

Annexure LA 3 Sector Indicator Codes (SIC)

Insurance Sector Indicator Codes (SIC)1. Collective Investments SIC 819012. Risk Management SIC 819023. Insurance and pension funding, except compulsory social security

SIC 82110

4. Life insurance SIC 821005. Pension funding SIC 821206. Healthcare benefits administration

SIC 82131

7. Short term insurance SIC 82191


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8. Funeral insurance SIC 821929. Reinsurance SIC 8219310. Activities auxiliary to financial intermediaries

SIC 83000

Annexure LA 4 SETA Identification Codes

1. FASSET – Financial and Accounting Services2. BANKSETA – Banking Sector Education and Training Authority3. CHIETA – Chemical Industries Education and Training Authority4. TEXTILES – Clothing, Textiles, Footwear and Leather Sector Education and

Training Authority5. CETA – Construction Education and Training Authority6. DIDTETA – Diplomacy, Intelligence, Defence and Trade & Industry Sector

Education and Training Authority7. ETDP SETA – Education, Training and Development Practices Sector

Education and Training Authority8. ESETA – Energy Sector Education and Training Authority9. FOODBEV – Food and Beverages Manufacturing Industry Sector Education

and Training Authority10. FIETA – Forest Industries Sector Education and Training Authority11. HWSETA – Health and Welfare Sector Education and Training Authority12. ISETT – Information Systems, Electronics and Telecommunications

Technologies13. INSETA – Insurance Sector Education and Training Authority14. LGWSETA – Local Government, Water and Related Services Sector

Education and Training Authority15. MAPPP – Media, Advertising, Publishing, Printing and Packaging16. MQA – Mining Qualifications Authority17. MERSETA – Manufacturing, Engineering and Related Services Education

and Training Authority18. –


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19. POSLECSETA – Police, Private Security, Legal and Correctional Services20. PAETA – Primary Agriculture Education and Training Authority21. PSETA – Public Services Sector Education and Training Authority22. SETASA – Secondary Agriculture Sector Education and Training Authority23. SERVICES – Services Sector Education and Training Authority24. –25. THETA – Tourism and Hospitality Education and Training Authority26. TETA – Transport Education and Training Authority27. W&RSETA – Wholesale and Retail Sector Education and Training Authority

Annexure LA 5 Secondary Employer Site Details

Please make the appropriate number of copies and complete records for EACH Employer site.

LA 5.1) Legal name of Secondary Employer:

LA 5.2) Trading name (if different from above):

LA 5.3) Which Sub-Sector(s) of the Insurance Sector do you represent?

Short term Insurance Healthcare Benefits Administration

Life Insurance Funeral Insurance Insurance and Pension Funding Reinsurance Risk Management Pension Funding Activities auxiliary to Financial Collective Investments

Intermediaries

LA 5.4) Physical address: Province: Code:


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LA 5.5) Postal address (if different from LA 5.4): Province: Code:

LA 5.6) Name of contact person (at Secondary Employer site):

LA 5.7) Secondary Employer contact details: Tel. Number (w): Mobile number: Fax number: E-mail address:

LA 5.8) Registration numbers and codes:SIC19

SETA20

SARS – SDL Number21

Company / Close Corporation / Partnership / Sole Trader number:

LA 5.9) Company / business enterprise size22

Business Enterprise Number of PermanentlyEmployed People

Micro 0 – 9Small 10 – 49Medium 50 – 149Large 150 – 999Macro 1000 – 4999Mega 5000 +

19 Refer to Annexure LA 3 Sector Indicator Codes (SIC) for the insurance sector.20 Refer to Annexure LA 4 Seta Identification Codes.21 SARS Skills Development Levy number as per Skills Development Levies Act.22 INSETA requires statistical information for Department of Labour reporting purposes.


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The INSETA reserves the right to request further information.

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Annexure LA 6 Secondary Accredited Training Provider Details

Please make the appropriate number of copies and complete records for EACH Accredited Training Provider site.

LA 6.1) Legal name of Secondary Accredited Training Provider:

LA 6.2) Trading name (if different from above):

LA 6.3) Are you an internal or external provider: Internal External

LA 6.4) Physical address (Head Office): Province: Code:

LA 6.5) Postal address (if different from LA 6.4): Province: Code:


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LearnerInitial

EmployerInitial

ProviderInitial

GuardianInitial

LA 6.6) Name of contact person (Head Office):

LA 6.7) Secondary Training Provider Contact Details:Tel. Number (w): Mobile number: Fax number: E-mail address:

LA 6.8) Registration / reference numbers or codes:SIC23

SETA24

SARS – SDL Number25

ETQA26

Company / Close Corporation / Partnership / Sole Trader number:

LA 6.9) Date of registration as a training provider27

LA 6.10) Name of ETQA where accredited:

LA 6.11) Please indicate and attach proof of status of accreditation: Interim Full Provisional Other

23 Refer to Annexure LA 3 Sector Indicator Codes (SIC) for the Insurance sector.24 Refer to Annexure LA 4 SETA Identification Codes.25 SARS Skills Development Levy number as per Skills Development Levies Act.26 ETQA provider accreditation number.27 Please note that this is the date of registration and NOT the date of accreditation.


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LearnerInitial

EmployerInitial

ProviderInitial

GuardianInitial

LA 6.12) Date of Provider Accreditation by ETQA:

LA 6.13) Termination date of Provider Accreditation by ETQA:

Annexure LA 7 Individual Learner Achievement Plan

Please take note:This document MUST be submitted together with the Learnership Agreement.

Section A: Learner and Learnership infomation

Name and Surname of Learner: RSA Identity/Passport Number: Title of Learnership: DOL Registration Number: Title of Qualification: Learnership Commencement Date: Learnership Termination Date:

Section B: Unit Standard achievement details (Per Learner)

List all the Unit Standards to be achieved every THREE MONTHS over the duration of this Learnership:


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The INSETA reserves the right to request further information.

LearnerInitial

EmployerInitial

ProviderInitial

GuardianInitial

e.g. A Learnership has a duration of 12 Months starting January and ending December. A separate table MUST be completed for each of the following periods:

01 January - 31 March 01 April – 30 June 01 July – 30 September 01 October – 31 December

Four tables are attached. Add additional tables as required.Period: Start of three month interval To: End of three month interval

FUNDAMENTAL UNIT STANDARDS

CommunicationUnit Standard Title Credit Value SAQA CodeInsert Unit Standard Title Mathematical LiteracyUnit Standard Title Credit Value SAQA CodeInsert Unit Standard Title

Other e.g. Financial LiteracyUnit Standard Title Credit Value SAQA CodeInsert Unit Standard Title


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LearnerInitial

EmployerInitial

ProviderInitial

GuardianInitial

CORE UNIT STANDARDSUnit Standard Title Credit Value SAQA CodeInsert Unit Standard Title ELECTIVE UNIT STANDARDSUnit Standard Title Credit Value SAQA CodeInsert Unit Standard Title

SECTION C: SIGN OFF (Learnership Co-ordinator)

Name of Learnership Co-ordinator (Print)

Signature of Learnership Co-ordinator

Date of Signature


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