A resource for providers to access templates and guidelines.
What's on this page
1. Before project delivery commences
Qualification Certification and Training Declaration
Marketing, Promotion and Publicity Instructions
2. Enrolling participants
Upfront Assessment of Need
Employment Services Referral Form
Participant Commencement Form
3. During project delivery
Skills and Employment Portal Reporting Instructions
4. Completion of project
Participant Exit Form
Final Report
Financial Acquittal Report
1. Before project delivery commences
Qualification Certification and Training Declaration
A Qualification Certification and Training Declaration must be completed for all staff and contractors delivering Individual Case Management or Structured Mentoring to participants.
Completed declarations must be emailed to DSD.fundingagreements@sa.gov.au prior to the commencement of any service delivery.
Marketing, Promotion and Publicity Instructions
Providers must comply with the Marketing, Promotion and Publicity Instructions when developing advertising materials or promoting their project.
The Instructions provide direction to providers in relation to requirements for all advertising and promotion material, including websites and social media; logos, including use and technical specifications; and contact details for media advice and assistance.
For advice and approvals for advertising content email emma.nankivell@sa.gov.au.
2. Enrolling participants in a project
Upfront Assessment of Need instructions and templates
Providers are responsible for conducting an Upfront Assessment of Need (UAN) with all prospective participants. The assessment must take place before an individual can participate in a project.
Where accredited training is delivered, the UAN is undertaken in partnership with the nominated Registered Training Organisation(s).
The UAN process is outlined in the Upfront Assessment of Need Working Instructions.
Employment Services Referral Form
The UAN process includes completion of an Employment Services Referral Form if an individual is registered with an Employment Service Provider.
For all UAN templates see Forms and Publications.
Participant Commencement Form
Each participant must complete and sign the Participant Commencement Form before they commence project activities.
Information collected through the Participant Commencement Form must be entered by the provider into the Skills and Employment Portal. See Skills and Employment Portal Reporting Instructions for further information.
The completed consent declaration pages for the ‘Collection and use of personal information’ must be electronically scanned and submitted to DSD.fundingagreements@sa.gov.au within the timeframe specified in the Employment Projects Service Agreement (EPSA).
3. During project delivery
Skills and Employment Portal Reporting Instructions
The Skills and Employment Portal Reporting Instructions assist providers to report on project participants and activity, and submit claims for payment.
The Skills and Employment Portal is the primary reporting tool for reporting on participants and activity.
For other video and other instructional advice on how to use the Portal see Skills and Employment Portal.
4. Completion of project
Participant Exit Form
A Participant Exit Form must be completed and signed by each participant upon their completion or withdrawal from a project.
Service providers are required to enter participant exit information into the Skills and Employment Portal. Service providers are not required to submit hard copy or scanned Participant Exit Forms to DSD but must retain the forms for audit purposes.
Final Report
The EPSA requires providers to review projects upon completion, and document this in the Final Report.
DSD will email a project specific Final Report template to you for completion after the project completion date. An indicative template is available below for your information.
Financial Acquittal Report
The EPSA requires providers to complete a Financial Acquittal Report for funding received upon completion of a project.
DSD will email a project specific Acquittal Report template to you for completion after the project completion date. An indicative template is available below for your information.