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CHARL VAN DER MERWE TRUST

VIEWS: 148 PAGES: 15

									                  CHARL VAN DER MERWE TRUST
                                   (CvdM Trust)
                   APPLICATION FOR FUNDING

  CvdM Trust
  Reference No.
   Date Issued
  Date returned




NAME: South African Institute for Entrepreneurship

SHORTENED NAME:      SAIE

DATE REGISTERED/ESTABLISHED:         1996

COMPANY / TRUST REGISTRATION NUMBER:                 96/14654/08

PREPARED BY:          Robin Coxson



1. ORGANIZATION DETAILS

   1.1 Postal address                                Physical address
       PO Box 13805                                  Collingwood Place
       MOWBRAY                                       11 Drake Street
       7705, Cape Town                               OBSERVATORY
                                                     7925, Cape Town

         Province: Western Cape
         Nearest large town or city: Cape Town


   1.2 Manager
         Name: Margie Worthington-Smith
         Designation: Managing Director
         Length of time with organization: 12 Years

   1.3 Board of Directors /Trustees:
       Caesar Molebatsi, Mpho Mashengete, Vuyani Ngcuka, Luna Ntsume,
       Richard Rosenthal, Margie Worthington-Smith



   1.4 Contact persons responsible for the project.


                                         -1-
    Contact 1
    Name: Margie Worthington-Smith
    Designation: Managing Director
    Contact number: (021) 447-2023
    Fax number: (021) 447-9911
    Cell number: 082 202-2004
    E-mail: margie@entrepreneurship.co.za


    Contact 2
    Name: Robin Coxson
    Designation: Manager: Learning Resources
    Contact number: (021) 447-2023
    Fax number: (021) 447-9911
    Cell number: 083 459-5035
    E-mail: robin@entrepreneurship.co.za

1.5 NPO (Non Profit Organization) Registration Number:
    025-099-NPO

1.6 Have you applied to SARS for approval as a Public Benefit
    Organization? And for Income Tax Exemption?
    YES (Please see below)


    State what section your Organization has been granted exemption
    from Income Tax:
    S18A; TEU Ref. No MM/0041/11/04.

1.7 PBO Reference Number is:
    930011877
    S18A TEU Ref. No: MM/0041/11/04


1.8 VAT Registration number is: 4710177256



1.9 Income tax number is: 9738001032




                                -2-
1.10 Annual Year-end is: 31 December


1.11 Banking details:
    Account name: South Institute for Entrepreneurship
    Bank: FNB
    Branch: Heerengracht
    Branch code: 200 809
    Account number: 500 711 64 898




                                -3-
2. Details of funds previously given by the CvdM Trust
        R250 000 in March 2005 and R30 000 in August 2006 for translation
          of grades 4 to 7 materials into Afrikaans;
        R135 000 in 2007 for translation of grades 3, 8 and 9 into Afrikaans.


3. Short history of your organisation:
   (Include goals and objectives, main activities, achievements, and record of
accomplishment, milestones, statistics and number of beneficiaries reached,
highlights and lowlights.)


The South African Institute for Entrepreneurship:
The South African Institute for Entrepreneurship (SAIE) was established as a
registered Section 21 Non Profit Organisation in 1996. The initial focus was to
provide training materials for illiterate or semi-literate adults using the Best
Game Simulation Tool as its core. This provides an interactive and intensive
work-out in which participants learn basic business management principles by
running a virtual venture in the training room. The Business Simulation
consists of four modules viz. Profiting from a Home Business; Supply and
Demand; Reaching your customer; Consolidation. The learning points build
incrementally on each other and are continually reinforced with the running of
each module. In addition to teaching a wealth of business-specific skills, the
BEST Game is also very successful in emphasising important life-skills such
as teamwork, the essential elements of good communication, organisation,
negotiation and compromise.


In 1994, the ILO approached the Institute with a view to establishing a
partnership that would enable them to utilise the BEST Game internationally.
The partnership was finalised in 1995 and resulted in additional training
modules being developed in order to expand the reach of the materials to
other settings and participants, particularly to youth and school-going learners.
In 1996 and 1998 respectively, SAIE established additional partnerships with
licensees in the Philippines and Brazil, and in 2000 with Making Cents, an
organisation based in Washington DC that markets and implements SAIE’s
programmes worldwide. Through these activities internationally, SAIE’s



                                        -4-
products are now used in 75 countries and have been culturally adapted and
translated into 15 languages


One of the most exciting developments arising out of this expansion and
success was the development of entrepreneurial business development
training tools for schools – known as the BusinessVENTURES programme.
BusinessVENTURES offers learners from Grades 2 to 12 the opportunity to
engage in activities that capture their attention, stimulate their imagination and
their interest in business whilst assisting them develop entrepreneurial
attitudes, habits and skills. As a creative simulation tool, the programme also
enables participants to discover ideas within themselves. The repeated
exposure to the programme in each grade assists learners gain an in-depth
understanding of the concepts, achieved by doing, which is the very basis of
Outcomes Based Education. Each BusinessVENTURES programme includes
all the Learning Outcomes for the Economic and Management Sciences
Learning Area of the new school curriculum. In addition, development of
materials to meet the newly defined Business Studies subject choice in the
FET Grades 10 to 12 has also been completed and provides the entire
syllabus in these grades.


In 2004 the Institute again developed the first tools in the Agricultural sector
by assisting food security and poverty alleviation training programmes across
the country through AgriPlanner, a training tool specifically for the food
production and growing sector that demonstrates how food gardens can
become more than sustainable sources of food security for households, but
also, with sufficient understanding of business principles, can become more
effective in employment creation and income generation. This programme is
used in both rural and urban settings and assists all growers from survivalist
“backyard” gardeners to master growers and small-scale farmers.
The Institute now has a comprehensive range of training materials for all
sectors (production, manufacturing and retail) and all settings: from urban to
rural, illiterate and semi-literate skills training programmes and individuals
developing their own micro-businesses, to graduates at business schools,
corporates involved in employee retrenchment and retraining and small
business people developing business plans. In the adult training programme,



                                       -5-
the Business Simulation Tool is the basic learning engine driving a range of
modules including Money Planner, Business Planner, Business Ideas
Generator, Business Basics, Plan it and Assess It.


BusinessVENTURES Educator & Learner Development Strategy in
Schools:

“For the things we have to learn before we can do them, we learn by doing them”
Aristotle

The BusinessVENTURES programme provides the full EMS curriculum for
Grades 2 to 9 and constitutes a holistic solution to educator development in
this new learning area. Each programme enables educators to be effective,
efficient, dynamic facilitators who can impart critical and creative thinking skills
and an entrepreneurial frame of mind characterised by opportunity-seeking
rather than job-seeking.

These world-class learning materials provide the means of stimulating
learning and do not require additional materials development or adaptation of
textbooks by educators. Educators are empowered to take the role of a
mentor or guide who sends learners to various learning resources, from which
learners discover new ideas and ways of thinking by means of experiential,
action learning. In this way, the educator is able to interact with learners in
order to bring out and develop their natural talents and their capacities for
creative and critical thinking. Most importantly, by facilitating learning through
doing, educators themselves finally understand the principles behind
outcomes-based education.

The BusinessVENTURES learning programmes include a variety of resources
which together provide the educator with the content, logistics and
methodology to manage OBE successfully, viz.:
   1. Curriculum Charts for managing the curriculum.
   2. Learners’ Materials for managing classes with many learners.
   3. Progress Charts for managing the progress of learners through OBE.
   4. Assessment Forms for assessing learners efficiently and objectively.

The BusinessVENTURES development system provides a condensed EMS
Curriculum Chart summarizing the EMS curriculum for each grade and
showing the educator how each element of the BusinessVENTURES




                                        -6-
programme contributes towards achieving the required assessment standards
in order to achieve the four EMS learning outcomes (LOs). Educators
discover that BusinessVENTURES learner materials and work cards empower
them to manage large classes of 40 or more learners divided into five or six
groups, each interacting with its own work card, in a process of self-directed,
experiential learning. This empowers the educator to facilitate learning whilst
also drawing on a wealth of learner resources including: work cards, posters,
artificial money, puppets, research assignments, etc.

Outcomes Based Education has attracted many critics around the world who
argue that OBE either fails to assess learners adequately or requires far more
assessment than is realistically possible, forcing teachers to assess learners
subjectively. The BusinessVENTURES development system provides
educators with custom-designed Assessment Form, which enables them to
assess each learner against each assessment criteria stipulated in the NCS.
Also, the educator’s guide provides an objective benchmark against which to
assess each learner for each assessment task.

Because Outcomes Based Education also depends substantially on effective
management of the learning process, the BusinessVENTURES development
system provides educators with a Progress Chart that enables them track the
progress of each group of learners as they complete each work card. Absent
learners and those who are struggling with particular concepts are able to
form an ad hoc group to complete or revise certain work cards. SAIE’s
Educator Training programme provides training and support to all teachers in
the form of an initial training session, two follow up workshops and on-site
visits. The training is ETDP SETA accredited for which each educator
receives 10 credits towards their life-long learning.

Characteristics of The BusinessVENTURES learning materials:

 Provide the complete resources and lesson plans for entrepreneurship,
   thereby ensuring that the teacher has all the additional elements required
   to teach the subject (down to Prestik!)
 Able to assist the teacher to facilitate rather than teach, whilst also
   providing confidence in having “the answers” and other suggested
   guidelines




                                       -7-
 All grades include all outcomes for the EMS learning area as well as all
   administrative forms necessary for planning, mentoring and assessment
   (in line with Curriculum 2005 requirements)
 Are OBE compatible (and also make OBE understandable to the learners
   and teachers alike)
 Are reusable year-on-year, printed in full colour, laminated for durability
   and contained in a durable canvass porticase


   In summary:
   MAIN OBJECTIVE
   SAIE develops innovative materials that utilize original, creative
   methodologies and trains educators, trainers and community-based
   organisations to convey business skills, uncover entrepreneurial qualities
   and ensure sustainable economic development and wealth creation.

   MISSION
   SAIE’s mission is to develop an entrepreneurial culture and mindset in
   youth and adults, and to assist in the creation of entrepreneurs.


   GOAL
   SAIE’s goal is to provide resource deprived schools with unique
   entrepreneurship learning materials and to train (EMS and BS) educators
   in the usage of those materials to enable them to use the materials within
   the EMS and BS curricula.


   PERFORMANCE CRITERIA
   SAIE measures its performance by:
       Number of trained educators using the materials in the classroom
       Frequency of usage of the materials in the classroom
       Entrepreneurial knowledge gained by learners
       Entrepreneurial/market days conducted by the school
       Learners engaging in their own entrepreneurial activities


SAIE’S Achievements to date:




                                      -8-
   SAIE’s BusinessVENTURES programme provides schools with the
    complete EMS curriculum

   SAIE’s educator training course has been accredited by SAQA in terms
    of NQF compliance. This will give all trained educators 10 credits
    towards their life-long learning.

   More than 4000 programmes have been placed in some 2,500 South
    African schools (Unfortunately, however, these are not always provided
    in every grade of each school which does not maximise the impact of
    repeated exposure to the principles of BusinessVENTURES on skills
    development and learning);

   75 countries (and 17 languages) have been reached with the SAIE
    programmes;

   A schools’ BusinessVENTURES competition has been introduced with
    an annual Awards ceremony to acknowledge and reward South Africa’s
    most innovative future entrepreneurs.

   In 2003 there were more than 100 entrants in 5 categories (primary
    school learners; secondary school learners; educators, schools and
    out-of-school youth). The Awards were handed out by Caesar
    Molebatsi and Tim Modise and applauded by two of South Africa’s
    leading black entreprenhero role models (Mr Herman Mashaba from
    Black like me and Mr KK Combi, past International Entrepreneur of the
    Year Award winner from Master Currency) who are committed Patrons
    of SAIE and Mentors for future graduate Entrepeneurs.

   Media 24 established a partnership with SAIE to provide
    entrepreneurial content for their (Media 24’s) Family Magazines;

   Research was conducted jointly with the UCT Centre for Innovation
    and Entrepreneurship to assess the impact of BusinessVENTURES on
    the entrepreneurial development of learners. The pilot evaluation
    states that “findings convincingly demonstrate that participating in
    Business VENTURES results in statistically significant differences
    in participant’s entrepreneurial attitudes and knowledge”.

   SAIE assisted UCT’s Centre for Innovation and Entrepeneurship in the
    collection of data for the 2004 Global Entrepreneurship Monitor.




                                    -9-
              SAIE was the Umsobomvu Youth Fund’s Allocating Agent in the
               Western Cape for their Pilot Voucher Programmes (providing vouchers
               to small business clients which can be “spent” at service providers and
               redeemed from UYF). SAIE’s role was to assess the legitimacy and
               viability of the client on behalf of UYF and give approval for the issuing
               of a voucher.

              Umsobomvu contracted SAIE in 2006 (for 2007) to conduct
               entrepreneurship education in 69 high schools in the Eastern Cape and
               50 high schools in KwaZulu-Natal. This contract was renewed in 2008
               to include the current schools and an additional 20 schools in each of
               the two provinces.

              SEDA (Small Enterprise Development Agency) contracted SAIE in
               2007 to conduct entrepreneurship education in 60 high schools in 6
               provinces.

              In 2008, loveLife contracted SAIE to develop a range of
               entrepreneurship learning materials and to train the organisation’s
               facilitators to facilitate learning with its constituency in all 9 provinces.




     4. State the specific project / items for which you are requesting
          Funds and the line item and amounts, in one line per item:


     BUDGET

                     XHOSA BV Translation and implementation project costs for grades 2 and 3
                                               8 kits - 4 schools
                                 Training      Follow-up: I    Follow-up: II    Translation,     TOTAL
                                                                                DTP & print
Translation, DTP - Gr.2              R 0.00           R 0.00           R 0.00      R 52,061.57   R 52,061.57
Translation, DTP - Gr.3              R 0.00           R 0.00           R 0.00      R 60,007.42   R 60,007.42
BV kits - 8 kits                     R 0.00           R 0.00           R 0.00      R 29,624.00   R 29,624.00
Training - 4 days                 R 9,680.00          R 0.00           R 0.00           R 0.00    R 9,680.00
Follow-up                            R 0.00                                             R 0.00        R 0.00
Accommodation and meals           R 3,750.00     R 2,250.00        R 2,250.00           R 0.00    R 8,250.00
Car travel                        R 2,250.00     R 1,350.00        R 1,350.00           R 0.00    R 4,950.00
Catering - 16 educators           R 1,920.00          R 0.00           R 0.00           R 0.00    R 1,920.00
Flights                              R 0.00           R 0.00           R 0.00           R 0.00        R 0.00




                                                  - 10 -
School visits - 2 days x 2          R 0.00     R 4,840.00        R 4,840.00          R 0.00        R 9,680.00
Project fee                     R 2 200.00      R1 055.00        R 1 055.00     R 17 712.00       R 22 022.00

              TOTAL           R 19,800.00      R 9,495.00        R 9,495.00    R 159,404.99     R 198,194.99



  ZULU BV Translation and implementation project costs for grades 2 and 3                10 kits – 5 schools

             Activity         Training       Follow-up: I    Follow-up: II    Translation,       TOTAL
                                                                              DTP&print
Translation, DTP - Gr.2             R 0.00          R 0.00           R 0.00     R 52,061.57       R 52,061.57
Translation, DTP - Gr.3             R 0.00          R 0.00           R 0.00     R 60,007.42       R 60,007.42
BV kits - 10 kits                   R 0.00          R 0.00           R 0.00     R 37,030.00       R 37,030.00
Training - 4 days               R 9,680.00          R 0.00           R 0.00          R 0.00        R 9,680.00
Follow-up                           R 0.00          R 0.00           R 0.00          R 0.00            R 0.00
Accommodation and meals         R 3,750.00     R 2,250.00        R 2,250.00          R 0.00        R 8,250.00
Car travel                      R 2,250.00     R 1,350.00        R 1,350.00          R 0.00        R 4,950.00
Catering - 20 educators         R 2,400.00          R 0.00           R 0.00          R 0.00        R 2,400.00
Flights                         R 3,000.00     R 3,000.00        R 3,000.00          R 0.00        R 9,000.00
School visits - 2 days x 2          R 0.00     R 4,840.00        R 4,840.00          R 0.00        R 9,680.00
Project fee                     R 2 635.00     R 1 430.00         R1 430.00     R 18 637.00       R 24 132.00

             TOTAL            R 23,715.00     R 12,870.00       R 12,870.00    R 167,735.99     R 217,190.99




     RATIONALE

     The national curriculum requires mother tongue as the medium of instruction
     for grades 2 and 3. In the Eastern Cape and Western Cape 83% and 23% of
     the population respectively speak isiXhosa as mother tongue. isiZulu is
     spoken as the mother tongue in Gauteng (21%), KwaZulu-Natal (81%) and
     Mpumalanga (26%).

     While the need is to translate the materials into both languages, the
     indication from KwaZulu-Natal educators has been emphatic for the grade 2
     and grade 3 materials to be available in Zulu. (Please also see the attached
     request from Ikhwezi In-Service Training Institute.) They indicate that too
     much of their time is spent translating the materials from English; they
     therefore do not have enough time to complete the required amount of work
     during the allotted time. Furthermore, learning is not as effective as it would
     be with the materials in isiZulu. This means that there are a significant number
     of learners in the foundation phase who are currently not benefiting from
     effective education in entrepreneurship.



                                                - 11 -
While the need is to translate the BusinessVENTURES programmes for
Grades 2 and 3 into both languages, isiZulu would need to take precedence
over isiXhosa because of information from the field.

The total budget for translation, layout / DTP and implementation is R217 191
for IsiZulu and R198 195 for iziXhosa.




                                     - 12 -
5. Give details and timelines of your intended plan of action to realize
the project


              ACTIVITY                                  WHEN?


1. Translation of Grade 2 and grade 3 August, September, October 2008
programmes      into   isiZulu   and/or
isiXhosa


2. DTP of Grade 2 and Grade 3 November 2008
programmes      in     isiZulu   and/or
isiXhosa


3. Printing of Grade 2 and Grade 3 December 2008 (before 15/12/08)
programmes


4. Training educators and supplying January – February 2009
them with the programmes




6. List of Donors and the amounts given per year for the last 3 years.
The South African Institute for Entrepreneurship has received considerable

support from a number of South African donor organisations. This has not

only assisted with the development of the materials but has also enabled the

organisation to ensure that poor schools are assisted with the acquisition of

materials and the implementation of educator training and learner

development in their schools. The South African Institute for

Entrepreneurship’s key donors over the past years include the following:

    Donor                    2009         2008      2007         2006       2005



                                      - 13 -
Absa Foundation                                   416 000    219 513   120 000 205 300
BATSA                                                                  374 000
Charl van der Merwe Trust                                    135 000    30 000 250 000
Coronation                                        225 720     67 000   217 000 479 000
DG Murray Trust                     500 000       500 000    500 000
JP Morgan                                         539 673
Dept of Education - KZN                           420 149
Media 24                                          307 000    306 680   306 680
Old Mutual                                                   100 000
Pick n’ Pay                                                                      229 501
Sasol                                             375 208
Sasix                                                      217 535
Seda                                                     1 100 000
Umsobomvu Youth Fund                           2 510 600 2 261 228




        7. Organizational Budget for current year and previous year.
        (Please see attached documents)




        SUPPORTING DOCUMENTS REQUIRED:


                Copy of certificate of Incorporation.
                     - (attached)
                Copy of NPO certificate.
                     - (attached)
                Copy of Letter of Tax exemption from SARS.
                     - (attached)
                Copy of latest Annual Report.
                     - (attached)
                List of Organizations to which your Organization is affiliated to
                or networks with on a regular basis.
                     -   Ikhwezi In-service Training Institute
                     -   Umsobomvu Youth Fund
                     -   National and provincial departments of education




                                              - 14 -
 Copy of the most recent evaluation report by an independent
 evaluation agency.
      - (attached)
 Photographs where appropriate




                           - 15 -

								
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