VOTE 15 BASIC EDUCATION Presentation to the Standing

VOTE 15: BASIC EDUCATION Presentation to the Standing Committee on Appropriations 20 April 2011

Basic Education’s Goal & Vision GOAL The over-arching goal of the Department is to improve the quality of learning and learner achievement. MINISTER’S VISION That all learners in South African schools have access to quality teaching and learning 2

Presentation Outline PART A Detailed presentation on Strategic Objectives PART B 2011 MTEF Budget Review PART C Conditional Grants 3

Part A: Detailed presentation on Strategic Objectives 4

Strategic Outcome Oriented Outputs Basic Education Sector Framework of outcomes, outputs and sub-outputs Outcome 1: Improved quality of basic education Output 1: Improve the quality of teaching and learning Sub-outputs Improve teacher capacity and practices Increase access to high-quality learning materials Output 2: Undertake regular assessment to track Establish a world-class system of standardised progress national assessments Extract key lessons from ongoing participation in international assessments Output 3: Improve early childhood development Universalise access to Grade R Improve the quality of early childhood development Output 4: Ensure a credible outcomes-focused planning and accountability system Strengthen school management and promote functional schools Strengthen the capacity of district offices 5

Five strategic goals The outputs and sub-outputs of the Delivery Agreement have been aligned to the budget programmes (including key departmental improvement strategies). The five strategic goals: 1. 2. 3. 4. 5. Improve the quality of teaching and learning. Curriculum Policy, Support and Monitoring Undertake regular assessment to track progress Improve early childhood development Ensure a credible, outcomes-focused planning and accountability system Improvements in the capacity of the Department of Basic Education 6

Programmes in the ENE 1. Administration 2. Curriculum Policy, Support and Monitoring 3. Teachers, Education Human Resources Development and Institutional Development 4. Planning, Information and Assessment 5. Educational Enrichment Services 7

Programme 1: Administration • To improve the capacity of the Department of Basic Education • To ensure that the basic education sector and the country benefit from bilateral and multi-lateral cooperation agreements. Enter into cooperation agreements that are targeted to support education development in South Africa and share experience with other developing countries • To improve inter-governmental coordination of policy and education delivery especially with provincial education departments 8

Programme 2: Curriculum Policy, Support and Monitoring • To incentivise teacher adoption of e-Education by means of a substantial increase in the availability of learning and teaching resources, including through the internet • To bring about stability and coherence with respect to the national school curriculum • To pay special attention to improvements in mathematics, physical science and technical subjects at the FET band in schools through national programmes such as Dinaledi and the Technical Secondary Schools Recapitalisation Grant • To promote adequate access to quality learning materials by means of better national specifications on what every learner requires and a more proactive approach towards the cost-effective development, reproduction and distribution of materials such as workbooks and textbooks • To establish national norms for school libraries • To create a sound basis for quality pre-Grade 1 education through the promotion of quality learning and teaching materials at this level • To finalise and promote national screening guidelines that provide for an equitable system of access to special needs support amongst learners 9

Programme 3: Teachers, Education Human Resources and Institutional Development • To ensure the new teacher development plan is translated into a wide range of teacher training materials, collaborative professional development activities within the schooling system and agreements with the relevant service providers • To establish the National Institute for Curriculum and Professional Development (NICPD) in order to promote best practices in classroom teaching and teacher development • To establish an ongoing national campaign for choosing teaching as a career, based on research into who becomes a good teacher and focusing on giving the necessary information and bursaries to interested youths • To bring about a set of planning, management and accountability tools at the school level that cater for South African needs and make quality education more realisable • To develop training strategies and materials aimed at parents that can bring parents more integrally into the new accountability mechanisms being established for schools • To establish better and evidence-based practices and procedures for the country’s 82 education district offices, including models for school interventions designed to tackle specific school shortcomings 10

Programme 4: Planning, Information and Assessment • To establish a quality system of standardised and benchmarked learner assessments • To ensure that all children complete a quality readiness programme in Grade R before they enter formal education in Grade 1 • To put in place support systems for provinces and schools to improve the physical environs of the school and create enabling conditions for successful teaching and learning • To ensure that districts can use quality information and data about the level and quality of learning in schools to plan and implement school-based improvement programmes 11

Programme 5: Educational Enrichment Services • To enhance the current basket of education support services to learners from poor communities • To ensure the involvement of stakeholders in exercising involvement in schools in a manner that adds value to the attainment of the core outcomes 12

Part B 2011 MTEF BUDGET REVIEW 13

Focus over the medium term for the Department and distribution of the budget • The integrated quality management system: § Contributes towards the improvement of the quality of teaching and learning, by assessing educators on an annual basis and identifying areas in need of development. • Appropriate allocation of educator posts to schools: § The educator post provisioning model, which is used to allocate a specific number of teachers to a school, has been revised and is currently being tested to assess its impact on the quality of teaching and learning in schools before implementation in 2013. • System for tracking patterns of learner enrolment, completion and dropping out: § The learner unit record information and tracking system will track changes in the patterns of enrolment, completion, retention and dropouts among learners, thus contributing to a credible outcomes focused planning and accountability system. 14

Focus over the medium term for the Department and distribution of the budget (cont. ) • Infrastructure: § Despite substantial investments in school infrastructure over the years, there are still schools that are housed in unsafe and inappropriate structures and that do not have basic facilities like electricity, water and sanitation. The eradication of these structures and the provision of basic facilities to all schools is a priority over the medium term. • Annual national assessments: § Annual national assessments that focus on literacy/language and numeracy/mathematics in grades 3, 6 and 9 will be conducted each year from 2010, to provide regular, valid and credible data on levels and quality of measurable educational outcomes achieved nationally. • The national curriculum statement: § The national curriculum statement for grades R to 12 is integral to the achievement of the goals of the 2014 action plan in terms of improving the quality of teaching and thus learner performance. 15

Focus over the medium term for the Department and distribution of the budget (cont. ) • Enrichment programmes: § A number of guidelines and programmes are in place to assist schools in addressing discrimination and promoting social cohesion, such as the integration and anti-discrimination strategy and the Bill of Responsibilities, which, though not a legal document, is taught to learners as part of the life skills curriculum. Expenditure increased from R 4. 8 billion in 2007/08 to R 10. 9 million in 2010/11 and is expected to continue growing over the medium term to reach R 20. 4 billion in 2013/14. 16

Additional allocations over the MTEF period • The budget provides additional allocations over the MTEF period of R 6. 3 billion in 2011/12, R 8. 5 billion in 2012/13 and R 11. 9 billion for the following priority areas: § Funza Lushaka teacher bursaries § National curriculum statement review including printing and distributing documents § Attaining full functionality in the newly established Department § Improving conditions of service § National curriculum statement examinations and assessment function § Curriculum and professional development unit § Expanded public works programme: social sector incentive grant: Kha Ri Gude § School infrastructure backlogs indirect grant § Education infrastructure conditional grant 17

2011 MTEF Allocations 2011 ENE ALLOCATIONS FROM TREASURY 2011/12 R'000 2012/13 R'000 2013/14 R'000 Baseline allocation 7 549 812 8 099 316 8 544 778 Additions to baseline: Funza Lushaka Bursaries Curriculum Review Attaining full functionality in newly established department Improved conditions of service National Curriculum Statement: examinations and assessment Curriculum and Professional Development Unit School Infrastructure Backlogs Indirect Grant Expanded Public Works Programme: Kha Ri Gude Educational Infrastructure Conditional Grant 6 368 678 80 000 20 000 9 200 14 197 3 000 700 000 43 981 5 498 300 8 510 541 200 000 26 000 9 500 18 857 5 000 2 315 000 53 013 5 883 171 11 919 186 396 000 29 000 9 800 19 854 6 000 5 189 000 62 787 6 206 745 Less: Baseline efficiency savings Further savings effected by Cabinet Function shift to Department of Higher Education and Training: Commonwealth of Learning transfer (50 356) (9 197) (39 144) (51 921) (7 857) (41 948) (54 340) (7 854) (44 254) (2 015) (2 116) (2 232) 13 868 134 16 557 936 20 409 624 2011 ENE ALLOCATIONS 18

Allocation per Programme for 2011/12 compared to 2010/11 PROGRAMMES 2010/11 R’ 000 2011/12 R’ 000 Percentage increase/ decrease 244 390 301 740 23. 5% Curriculum Policy, Support and Monitoring (1) 1 355 932 1 835 137 35. 3% Teachers, Education Human Resources and Institutional Development 505 223 521 989 3. 3% Planning, Information and Assessment (2) 163 597 6 387 529 3 804. 4% 3 897 058 6 166 200 4 821 739 23. 7% Administration Educational Enrichment Services (3) Total 13 868 134 (1) Introduction of EPWP: Kha Ri Gude (R 43. 981 million), Curriculum Review project (R 80 million), Dinaledi Schools Conditional Grant (R 70 million) as well as increase for Workbooks project (R 149. 435 million) and Technical Schools Recapitalisation Conditional Grant (R 120 million) (2) Allocation for School Infrastructure Backlogs Indirect Grant (R 700 million) and the allocation for the Education Infrastructure Conditional Grant (R 5 498. 300 million) (3) Increase of the National School Nutrition Programme Conditional Grant mainly to implement feeding in Quintile 3 Secondary Schools (R 915. 224 million) 19

Allocation per Programme over the 2011 MTEF Programme Administration Curriculum Policy, Support and Monitoring Teachers, Education Human Resources and Institutional Development 2011/12 R’ 000 2012/13 R’ 000 2013/14 R’ 000 301 740 320 787 339 977 1 835 137 1 901 347 2 013 482 521 989 747 195 973 163 Planning, Information and Assessment 6 387 529 8 405 342 11 614 737 Educational Enrichment Services 4 821 739 5 183 265 TOTAL 5 468 265 13 868 134 16 557 936 20 409 624 20

Allocation per Economic Classification for 2011/12 compared to 2010/11 ECONOMIC CLASSIFICATION Compensation of employees (1) Goods and Services: Computer Services Outsourced Services Stationery and printing Property payments Operating expenditure Travel and subsistence Other (2) Transfers and Subsidies (3) Payments for Capital Assets (4) Total 2010/11 R’ 000 255 401 1 521 680 42 565 33 738 80 020 127 575 1 130 661 46 475 60 646 4 385 069 4 050 6 166 200 2011/12 R’ 000 325 554 1 811 324 52 811 57 511 110 088 131 005 1 355 501 56 439 47 969 11 025 277 705 979 13 868 134 Percentage increase/ decrease 27. 5% 19. 0% 24. 1% 70. 5% 37. 6% 2. 7% 19. 9% 21. 4% (20. 9%) 151. 4% 17 331. 6% (1) Increase due to attaining full functionality in the newly established department (2) Efficiency savings over the MTEF (3) Introduction of the Education Infrastructure Conditional Grant and increase in the National Schools Nutrition Programme Conditional Grant (4) Introduction of the School Infrastructure Backlogs Indirect Grant of R 700 million 21

Allocation per Economic Classification over the 2011 MTEF ECONOMIC CLASSIFICATION Compensation of employees Goods and Services Transfers and Subsidies Payments for Capital Assets Total 2011/12 2012/13 2013/14 R’ 000 325 554 349 313 371 730 1 811 324 1 854 414 1 962 477 11 025 277 12 033 392 12 880 225 705 979 2 320 817 5 192 13 868 134 16 557 936 20 409 624 22

Allocation Summary for 2011/12 compared to 2010/11 SERVICE 2010/11 2011/12 R’ 000 Percentage 199 910 245 532 increase/ decrease 22. 8% Examiners and Moderators 13 830 16 660 20. 5% Transfers to Public Entities 441 350 467 831 6. 0% 12 348 11 066 (10. 4%) Conditional Grants (2) 3 931 371 10 546 380 168. 3% Earmarked Funds 1 454 314 1 601 828 10. 1% 65 119 928 361 1 325. 6% 47 958 6 166 200 50 476 13 868 134 5. 3% Compensation of Employees Other Transfers (1) Departmental Operations (3) Projects Total (1) Decrease as a result of the shift of the Commonwealth of Learning transfer to the Department of Higher Education and Training (2) Introduction of the Education Infrastructure Conditional Grant and increase in the National Schools Nutrition Programme Conditional Grant (3) Includes allocation of R 700 million in respect of the schools infrastructure backlog indirect grant as well as R 134. 712 million for office accommodation including the monthly unitary fee payment 23

Allocation Summary over the 2011 MTEF SERVICE Compensation of Employees 2011/12 R’ 000 2012/13 R’ 000 2013/14 R’ 000 245 532 264 975 282 525 Examiners and Moderators 16 660 17 490 18 440 Transfers to Public Entities 467 831 691 223 914 240 11 066 11 614 12 250 Conditional Grants 10 546 380 11 330 555 11 953 735 Earmarked Funds 1 601 828 1 628 085 1 724 642 928 361 2 559 263 5 446 286 50 476 54 731 57 506 13 868 134 16 557 936 20 409 624 Other Transfers Departmental Operations Projects Total 24

Detail of earmarked allocations/transfers (R’ 000) over the 2011 MTEF 2011/12 R’ 000 2012/13 R’ 000 2013/14 R’ 000 Earmarked Funds Kha Ri Gude Literacy Project 496 082 520 886 549 535 43 981 53 013 62 787 899 435 967 740 1 021 120 Curriculum Review 80 000 - - IQMS 35 259 37 022 39 057 Systemic Evaluation 20 657 21 690 22 883 National Education Evaluation and Development Unit 11 947 12 544 13 234 National School Nutrition Programme: National 14 467 15 190 16 026 1 601 828 1 628 085 1 724 642 200 000 210 000 221 550 70 000 105 500 5 498 300 5 883 171 6 206 745 199 328 209 294 220 805 4 578 752 4 928 090 5 199 135 10 546 380 11 330 555 11 953 735 EPWP: Kha Ri Gude Workbooks TOTAL: EARMARKED FUNDS Conditional Grants Technical Secondary Schools Recapitalisation Conditional Grant Dinaledi Schools Conditional Grant Education Infrastructure Conditional Grant HIV and Aids Conditional Grant National School Nutrition Programme Conditional Grant TOTAL: CONDITIONAL GRANTS 25

Detail of earmarked allocations/transfers (R’ 000) over the 2011 MTEF Other Transfers SETA Unesco Membership Fees ADEA Guidance Counselling and Youth Development Centre: Malawi Childine South Africa TOTAL: OTHER TRANSFERS 150 158 167 10 739 11 276 11 896 27 29 30 101 107 50 50 50 11 066 11 614 12 250 449 440 671 912 893 867 18 391 19 311 20 373 467 831 691 223 914 240 Transfers to Public Entities NSFAS: Funza Lushaka Bursaries Umalusi TOTAL: TRANSFERS TO PUBLIC ENTITIES 26

Part C Conditional Grants 27

Conditional Grants • Existing grants – National School Nutrition Programme (NSNP) – HIV and Aids Life Skills programme – Technical Secondary Schools Recapitalisation • New Grants – Dinaledi Schools grant – Education Infrastructure grant – School Infrastructure Backlog grant 28

National School Nutrition Programme • To enhance learning capacity and to improve access to education by providing nutritious meals to learners at quintiles 1 to 3 secondary and primary schools. • For the current financial year feeding has been introduced to quintile 3 secondary schools. • Food gardens maintained in most schools and they are used to teach school communities about food production and to supplement school meals • Challenges – Some schools not feeding according to the approved menu 29

HIV and Aids Life Skills • Enhance awareness to prevent and mitigate the impact of HIV by providing a caring and enabling environment for educators and learners • Increase knowledge and skills among educators and learners to take appropriate sexual and reproductive health decisions – Master trainers trained on Sexual Reproductive /health (SRH) – Educators trained to implement SRH – Care and support programmes implemented for learners and educators – School Management Teams trained to develop school implementation plans to keep learners in schooland ensuring access to SRH services 30

Technical Secondary Schools Recapitalisation • To improve the conditions of 200 technical schools and modernise them to meet teaching requirements of learners in the technical fields • Increase the number of suitably qualified and technically skilled graduates from these schools – 32 workshops to be built – 147 to be refurbished to comply with safety regulations and laws – Equipment to be purchased and installed at 191 workshops – 578 technical schools teachers trained 31

Dinaledi Schools • To promote Mathematics and Physical Science teaching and learning and improve learner performance in these subjects • Improve teacher content knowledge of Mathematics and Physical Science – Provide textbooks for learners in grades 8 to 12 to address shortages – Provide mobile laboratories and science kits to Dinaledi schools that do not have them – Computers and ICT laboratories – Training of teachers – Develop capacity in Dinaledi schools achieving below 60% pass rate in NCS examinations 32

Education Infrastructure Grant • To help accelerate construction, maintenance, upgrading and rehabilitation of new and existing infrastructure in education • Enhance capacity to deliver infrastructure in education – New schools and additional libraries and laboratories constructed – Existing infrastructure upgraded and rehabilitated – New and existing schools maintained 33

School Infrastructure Backlog grant • Eradication of inappropriate school infrastructure • Provision of water, sanitation and electricity to schools – Eradication and replacement of 395 mud schools – 1 307 schools provided with water – 536 schools provided with sanitation – 1 434 schools provided with electricity 34

FOCUS FOR ASIDI 2010 -2014 • I. Four Strand Strategy Provide basic services to bring schools to Basic Safety Functionality II. Replace all entire 395 mud schools in the Eastern Cape to Optimum Functionality III. Replace all entire inappropriate structures IV. Upgrade schools to Optimum Functionality by providing core spaces (specialist rooms) e. g. libraries, laboratories and admin blocks 35

FUNDING • Reprioritised provincial budgets to address specialist rooms (libraries and laboratories) and replacement of 74 entire inappropriate structures (metal, timber and prefabricated structures) • Conditional grant to address all 395 entire mud schools as well as provide basic services 36

School Infrastructure Backlogs Grant GRANT CONDITIONS • This is a specific purpose grant-in-kind (Schedule 7) administered by the Department of Basic Education (DBE) that may be transferred to a province. This programme shall be centrally managed from DBE. • 60% (R 420 m in first year) allocated for mud schools in EC • 40% (R 280 m in first year) allocated for basic services • Business plans to be submitted to DBE for assessment and approval and monthly progress reports • PED’s to budget for furniture and maintenance of facilities 37

ALLOCATIONS Name School Infrastructure backlogs grant Province 2011/12 allocation R'000 Eastern Cape Free State Gauteng 520 679 22 273 6 656 Kwa. Zulu-Natal 46 218 Limpopo 41 653 Mpumalanga 38 270 Northern Cape North Western Cape TOTAL 8 002 11 056 5 193 700 000 38

School Infrastructure Backlogs Grant GRANT CONDITIONS • PROGRESS q The first batch of 50 mud schools have been identified and costed in the Eastern Cape. q Basic services ASIDI projects for 2011/12. Preparations are in progress to implement the projects as follows: • Water and sanitation: As part of a transversal contract with the Department of Human Settlements as part of the Rural Household Infrastructure Programme(RHIP). This programme will be run in conjunction with the Departments of Water Affairs(water) and Human Settlements(sanitation) • Electricity: An MOA is in the process of being finalised with Eskom, which will be responsible for the electrification of schools. This programme will be managed with the Department of Energy. q Planning for 2012/13 and 2013/14 to commence with the verification of the backlogs. A Terms of Reference for a service provider to do project preparation are being finalised. This will entail verification of backlogs, compilation of project business plans as well as preparation of a proposals and procurement plan for implementation. 39

Summary of projects: Basic Services – 2011/12 Sanitation Water Electricity Projects Eastern Cape 161 305 104 Free State 13 43 31 Gauteng 21 0 2 Kwa- Zulu Natal 60 60 0 Limpopo 38 26 21 Mpumalanga 5 9 66 Northern Cape 17 6 0 North West 18 10 0 Western Cape 21 3 7 Total 354 462 231 Province 40

EDUCATION INFRASTRUCTURE GRANT Name Province 2011/12 allocation R'000 Education Infrastructure Grant Eastern Cape 968 435 Free State 418 776 Gauteng 461 011 Kwa. Zulu-Natal 1 158 136 Limpopo 874 897 Mpumalanga 472 881 Northern Cape 289 158 North West 469 967 Western Cape 385 039 TOTAL 5 498 300 41

EDUCATION INFRASTRUCTURE GRANT TO PROVINCES q With regard to projects to be executed from equitable share and education infrastructure grant for the 2011/12 financial year, in terms of the Draft Grant Framework for the Education Infrastructure Grant and the Division of Revenue Bill, the following process will unfold: • Provincial Education Departments (PEDs) must submit tabled User Asset Management Plans (U-AMPs), (formerly Infrastructure Plans) with prioritised project lists that are signed-off for the 2011 MTEF by 8 April 2011 to the Department of Basic Education (DBE) and the relevant Provincial Treasuries. This deliverable is required for the transfer of the first instalment of the grant. • These project lists will be gazetted and also published on the DBE website • Provinces will be required to provide written commitments that these projects will be implemented 42

EDUCATION INFRASTRUCTURE GRANT TO PROVINCES GRANT CONDITIONS • Transfer Schedule • 1 st Instalment - 20 April 2011 • 2 nd instalment – 31 May 2011 • 3 rd Instalment – 30 September 2011 • 4 the Instalment – 30 Nov 2011 • 5 th Instalment – 31 Jan 2012 Allocation actually divided into 4 equal instalments. 1 st instalment divided in half 43

Monitoring of school infrastructure projects • DBE currently uses the Infrastructure Reporting Model (IRM) to monitor progress on projects and expenditure on those projects. The following will be done to enhance monitoring and reporting: q Enhance the IRM and customise it to the sector to better report on schools infrastructure delivery q Gazetting of Table B 5 of the provincial Budget Statements q Aligning Table B 5 to IRM planning project list q A schedule of quarterly site visits to compare what is being reported on against actual delivery q Increase capacity in DBE to ensure that data reported by PEDs is thoroughly analysed and accurate reports of what is actually being delivered in provinces is produced. 44

Allocation Budgets 45

Thank you 46