Umalusi’s presentation to the Education Portfolio Committee on the 2006/7 Annual Report 23 October 2007 Cape Town

Vision, mission and goals 7 KRA’s Financial performance Overview Introduction Vision, mission and goals 7 KRA’s Financial performance Departmental grant Conclusion

Introduction Umalusi’s mandate lies in the objects of the GENFETQA Act No 58 of 2001: To establish a quality assurance body to ensure that continuous enhancement of quality is achieved in the delivery and outcomes of the general and further education and training sectors of the national education and training system; To develop a quality assurance framework for the general and further education bands of the NQF; and To regulate the relationship between the National DOE, SAQA and other ETQA bodies, providers and the Council

Vision & Mission Umalusi Council and staff are committed to a vision of continuous improvement of quality and standards in general and further education and training, and a mission that obligates them, as experts and leaders in the sector, to promote quality and secure standards by confirming that assessment is fair, valid and reliable; quality assuring the provision of education, training and assessment providers, monitoring the adequacy and suitability of curriculum and qualifications, in order to issue learners with certificates that are credible.

Goals To: Promote quality and appropriate standards Assure quality and standards through quality assurance of assessment, monitoring of qualifications and curriculum and the quality assurance of providers ; Continuously develop in-depth knowledge and expertise in areas of its mandate; Issue appropriate and credible certificates of learner achievement in terms of specific qualifications and subjects; Provide reliable and credible leadership and guidance in quality management and in the assurance of standards; Ensure financial efficiency and sustainability of the organisation; and Determine expectations and appropriately respond to these within the parameters of Umalusi’s mandate.

7 Key Result Areas Improving and maintaining the system for quality assuring assessment for certification Establishing and implementing a system for evaluation and accreditation of providers Establishing and maintaining a system to certify and quality assure qualifications and curriculum Developing and implementing a system for research and development Developing and maintaining management support structures and governance Ensuring that Information technology systems are established, maintained and improved Ensuring that finance, human resources and administrative support systems are maintained and improved

Quality assurance of assessments April 2006 – March 2007 COMMENTS Ext Moderation of Question Papers: SC: 2644 papers Grade 11: 86 exemplars ABET : 23 learning areas and 51 papers N1-N3: 51papers Completed as per plan Moderation of marking: SC: 11 National + 12 Provincial + 2 IEB ABET: 5 learning areas across 10 assessment bodies ( 3 in each) N1- N3: sample of 23 papers Completed per plan

Quality assurance of assessments April 2006 – March 2007 COMMENTS CASS: SC: 11 National + 2 IEB subjects ABET: 5 learning areas N1 - N3: 51subjects Guidelines for internal assessment developed All CASS complete per plan Monitoring conduct of exams: SC: 114 sites ABET: 44 sites N1 - N3: 88 sites A report was submitted to the Minister of education on all 2006 exams

Quality assurance of assessments April 2006 – March 2007 COMMENTS CTA moderation for schools: Public: 18 learning areas IEB: 10 learning areas Completed per plan Standardisation: SC: 2 466 subjects N1- N3: 483 subjects (3 exams) ABET: 23 learning areas (2 exams) Review of the standardization process has begun for the new NSC and NCV

Accreditation and monitoring of private providers Provisional Accreditation and Monitoring March 2006 – April 2007 COMMENTS 781 independent schools prov accred 432 monitored (May 2006) Out of a total of 1250 on database 337 campuses of 82 FET private colleges 180 monitored (May 2006) Commenced processing of 216 Seta providers for registration with DoE Completed per plan 178 ABET centres – many emerging centres 32 monitored (May 2006)

Accreditation and monitoring of private providers Site Visits April 2006 – March 2007 COMMENTS 87 independent schools Completed – report published – provided previously 0 FET private colleges Not planned for 22 Public FET colleges iro state of readiness for NCV Completed 0 ABET centres Accreditation Policy documents Re -submitted to Minister of Education for approval

Accreditation and monitoring of assessment bodies Site Visits April 2006 – March 2007 COMMENTS 3 new applicants supported through development programme 2 ABET 1 Vocational As planned - ongoing BCVO granted prov accreditation until Sept 2007 Completed Nov 2006 9 PDes and IEB monitored against improvement plans Monitoring report to Council Nov 2006 Policy resubmitted to office of the Minister Per plan

Qualifications, curriculum & certification April 2006 – March 2007 COMMENTS Framework for QA of Qualifications & curriculum developed and consulted Criteria & guidelines developed Completed as per plan Piloted guidelines, criteria and instruments for SC History and Biology curriculum Completed and Report generated Certificates issued: SC: 506 000 GETC( Abet): 1 837 N3: 18 000 NSC (Voc): 2 700 Issued in line with directives and guidelines. Certificates verified: 149 000 Completed as planned

Research and Development April 2006 – March 2007 Comment Apples and Oranges: A comparison of school and colleges subjects Completed per plan Report available Comparative study of syllabuses and exams of SC with equivalents in Ghana, Kenya, and Zambia. Commenced large study – report available end Oct 07 Correlation between CASS and examination marks Item Response theory Both commenced as planned Research into “fundamentals” Hosted SADC Assessment Conference “Assessment and Educational Standards” June 2006

Management support structures April 2006 – March 2007 _____________________________ Co-ordinating organisational planning, implementation and review of plans COMMENTS _________________________ New planning cycle developed and organisational reports published Supporting CEO, council & committees New Council briefed and committees established and services rendered Implementing public relations programme Developed communication strategy and held AGM in Sept 2006

IT and Certification systems April 2006 – March 2007 COMMENTS Hardware 3 printers 29 computers 1 notebook 150 computer components 3 switches Equipment installed with SLA’s implemented and network support meeting expectations Software 5 different programme All licensing up to date Software licensing up to date Programming MIS development Certification programme though Sita MIS project is ongoing improving operational output. Certification programming on track for NCV and NSC

Finance, HR & Admin support April 2006 – March 2007 COMMENTS Finance and buildings Generated R 1.7m extra on verification (1.3m) and certification /accreditation(0.4m) Unqualified audit (history of organisation) Generated surplus to be used in 2007/8 operations Minister of education opened new building in August 2007 Human resources Bursaries to staff – R 29 000 In house training – R 68 000 Short courses – R 7 000 All 53 staff benefited Development of staff a priority with greater budget demands for 2007/8 and beyond

Financial Performance for 2006/7 Revenue: Certification, verification and accreditation Amount 20,189,184 Department of Education allocation 10,286,000 Interest and other income 2,497,161 Total Income 32,972,345 Expenditure 28,024,522 Surplus 4,947,823 National Treasury through the Department of Education gave approval for the surplus to be incorporated into the 2007/8 budget

Total Income 2000/1 ( actual) to 2010/11( budget) YEAR INCOME BUDGET DoE GRANT GRANT % 2000/01 R 6,150,786 2001/02 R 7,027,948 2002/03 R 13,757,861 R 1,513,000 11 2003/04 R 18,076,902 R 3,050,000 17 2004/05 R 23,547,626 R 12,869,000 55 2005/06 R 28,603,979 R 7,690,000 27 2006/07 R 32,972,345 R 10,286,000 31 2007/08 R 51,636,963 R 12,652,000 25 2008/09 R 43,940,960 R 15,929,000 36 2009/10 R 46,637,472 R 22,487,472 48 2010/11 R 53,672,594 R 27,983,094 52

Conclusion Challenges facing the organisation include the mapping and integration of all unit processes to culminate in an effective Management Information and Records System, QA foundations for school, college and adult education is in place i.r.o QA assessment, curriculum and certification, and provision - Umalusi is ready to engage the Department of Education and related stakeholders in the improvement of quality in these sectors, The NQF review finalization is welcomed - consultative processes have begun with the Department of Education, DOL, and related stakeholders. Thanks to the portfolio committee chairperson Prof Mayatula and his members for their support.