SRT BOOKLET
School Representative Toolkit 2026
A practical guide for NAPTOSA school and union representatives: recruit members, explain benefits, support colleagues, and know when to escalate.
REPRESENTATIVE WORKFLOWS
What to do in the moments that matter
Recruit and retain members
Membership starts with service to existing members. Good follow-up, useful information, and quick support make recruitment easier.
- Keep current members informed about NAPTOSA and conditions of service.
- Invite non-members and other union members to information sessions.
- Follow up every membership query and keep application forms ready.
Act as a brand ambassador
Every representative carries NAPTOSA's promise of professionalism, quality education, and workplace protection.
- Be clear, consistent, and reliable in every contact.
- Explain NAPTOSA's political non-alignment and child-first professional ethos.
- Build trust through service, advice, and accurate information.
Explain member benefits
Use the booklet's practical benefit matrix when a prospective member asks what their subscription covers.
- Start with labour support, grievances, disputes, and disciplinary help.
- Explain pension, leave, salary, resignation, and housing allowance guidance.
- Mention SACE CPTD, workshops, webinars, funeral cover, and partner offers.
Support disciplinary matters
A representative may assist a member, but formal or serious hearings must be handled with provincial office advice.
- Confirm the charge is written and clearly understood.
- Check that the member had time to consult and the right to representation.
- Escalate serious misconduct, possible suspension, demotion, fines, or dismissal.
BRAND MESSAGE
A promise of hope, professionalism, and protection
The booklet frames every representative as a brand ambassador. Every phone call, meeting, school visit, and written reply should make the NAPTOSA promise visible.
The message to carry
Labour and disputes
Professional advice and assistance with progressive discipline, grievances, disputes, disciplinary hearings, CCMA matters, SGB and private-school representation.
Conditions of service
Guidance on leave and salary queries, retirement and resignation, funeral benefits, housing allowance, incapacity leave, and ill-health retirement.
Professional development
SACE CPTD-approved workshops and courses, NECT and TUC training, webinars, and development opportunities for teaching and non-teaching staff.
Commercial benefits
Safrican funeral cover, Old Mutual and Metropolitan options, Turnberry Gap Cover, and negotiated Haval and Kia offers for members.
Escalate serious disciplinary matters immediately
The booklet is clear: representatives should consult the provincial office in all disciplinary hearings and serious misconduct matters. Do not let a member attend a formal hearing without NAPTOSA advice.
DOCUMENTS
Forms and references in the booklet
New PERSAL membership application
For state-employed educators whose subscription is deducted via PERSAL Table 139 Code 026.
New non-PERSAL, SGB, independent school and council form
For members whose monthly subscription is collected by bank debit order.
New associate membership form
For retired members who want to remain connected to NAPTOSA.
Cancellation and switching letters
Templates for cancelling a previous union membership and acknowledging the three-month notice period.
Grievance form G.1
Formal grievance form and instructions, including the 90-day lodging requirement.
H.1 leave application form
School-based educator leave form with family responsibility, sick leave, unpaid leave, maternity leave, and special leave sections.
WCED circular references
Family responsibility leave, the 8-week rule, grievance procedures, PILIR, and corporal punishment reporting.
ELRC collective agreements
Promotion arbitration, PAM amendments, inquiry by arbitrator, temporary educator conversion, and QMS references.
WESTERN CAPE CONTACTS
Route the query correctly
Riedwaan Ahmed
Provincial Chief Executive Officer
All matters
Faez Tassiem
Executive Officer
Labour relations and collective bargaining
Clint Carelse
Executive Officer
Conditions of service, salary, pensions, resignation, and membership
Vuyokazi Mthwazi
Officer
Labour relations
Kayla Mayman
Professional Learning and Development Officer
PLD and SACE CPTD support
Reyana Swano
Secondee
Recruitment
Rukshana Dollie
Admin Officer
Labour administration and conditions-of-service administration
Edward Pholo
Admin Officer
Professional learning and development administration
Need help with a representative matter?
Start with the toolkit, then contact the Western Cape office before any formal grievance or disciplinary hearing.