FREE STATE DEPARTMENT OF EDUCATION NCOP Hearings 5 October 2004

Contents 1. STRATEGIC THRUSTS FOR 2004/05 (COVERING STRATEGIC PRIORITIES AND MEC BUDGET COMMITMENTS) OBE and Revised National Curriculum Statement FET Schools and Colleges FET Schools Failing Schools Preparations for introducing NCS and FETC FET Colleges E-Learning

Contents (continued) ABET ECD Infrastructure Planning Poverty targeting initiatives Human Resource Management Communication Strategy Establishing and strengthening partnerships

Contents (continued) 2. PROGRESS REPORT ON IMPLEMENTATION OF PROJECTS REGARDING STRATEGIC THRUSTS AND OTHER PRIORITIES. 3. MAIN BUDGET 4 ROLL-OVER OF FUNDS FROM 2003/04 FINANCIAL YEAR

Contents (continued) 5. EXPENDITURE PER BUDGET PROGRAMME 6. EXPENDITURE PER BUDGET ITEMS 7. FUNDING OF INSTITUTIONS Norms and Standards for 2004 Proposed funding for 2005 (proposed norms and standards) Public Ordinary schools Independent schools Special schools FET Colleges ABET

118684 Learners (Northern Free State) LEJWELEPUTSWA 206454 Learners (Thabo Mofutsanyana) 156462 Learners (Lejweleputswa) 192926 Learners (Motheo) 30845 Learners (Xhariep) Note: Map has been removed for email purposes (too big)

Profile The Free State Department of Education provides education to 705 213 school based learners. A total of 22 660 educators are used for teaching and learning in 2 029 schools. A total of 34 000 ABET learners receive formal education

STRATEGIC THRUSTS 2004 1. OBE and RNCS 2. Failing Schools Understanding of OBE and the RNCS with an emphasis on implementation in the intermediate phase 2. Failing Schools Complete phasing out of failing schools from the system

STRATEGIC THRUSTS (continued) 3. FET Colleges and Schools Implementing responsive programmes in FET colleges and schools (curriculum redress, NCS implementation in 2006) Re-capitalisation of FET Colleges Increasing the number of Learnerships Increasing the number of Full Time Equivalents (FTEs)

STRATEGIC THRUSTS (continued) 4. E-Learning Optimal introduction of e-learning to enhance curriculum delivery (2013 all learners E-literate according to the Whitepaper on E-Education)

STRATEGIC THRUSTS (continued) 5. ABET Accessibility and introduction of ABET in all educational institutions Re-organisation of the ABET system 6. Infrastructure Planning Reduce platooning schools Eliminate existing unacceptable structures Basic services Maintenance

STRATEGIC THRUSTS (continued) 7. Anti-poverty initiatives Learner transport for farm school learners Hostel project for farm school learners National School Nutrition Programme Orphans Funding Norms and Standards

STRATEGIC THRUSTS (continued) Human Resource Management Skills Development Implement Integrated Quality Management System and Performance Management Development System Repositioning of the Department Filling of all critical funded posts within three months

STRATEGIC THRUSTS (continued) 9. Communication Strategy Develop a marketing strategy focusing on branding of the department as an organisation Collaboration with community radio stations 10. Partnership strategy

PROGRESS ON IMPLEMENTATION: OBE and RNCS The National Core Training Team (NCTT) has been established with provincial representation. The NCTT will be brought together before the end of the year to prepare for the training of Provincial Core Training Teams (PCTT) Training of educators (Grades 10-12) will take place from March 2005 to prepare teachers adequately for January 2006

PROGRESS ON IMPLEMENTATION: OBE and RNCS (continued) 6 800 Intermediate phase teachers were trained in Learning Programme Development 6 178 Intermediate phase teachers attended a 24-hour course on RNCS and 16 hours of afternoon training workshops 1 800 Workshops in different Learning Areas and different phases were conducted

PROGRESS ON IMPLEMENTATION: Failing Schools Holistic Intervention Programme(HIP) monthly management visits to schools mentoring programme with 23 mentors Monitoring visits to schools by senior management undertaken in all districts Winter and Spring Classes Easter- , Winter and Spring break classes were attended by 12 211 learners Catch-up classes took place on weekends and in afternoons Fieldworkers are visiting schools on an ongoing basis Strategy being reviewed

PROGRESS ON IMPLEMENTATION: FET Colleges Responsive and relevant programmes at FET Colleges – 12 877.65 FTEs 328 youth enrolled in Learnerships FET Learnerships and Partnerships pending finalisation of the curriculum framework for FET Colleges Alignment of FET and ABET The four FET Colleges have been instructed to start working out possible skills development programmes for ABET learners

PROGRESS ON IMPLEMENTATION: FET Colleges (continued) Bi-lateral meetings were held with other departments to determine skills development needs that can be addressed by the FET Colleges and ABET Centres 2 Skills development workshops were held with all provincial departments, the Free State Training Institute and Glen College Agricultural College to plan together, eliminate duplication and find ways of addressing the skills development needs of Departments.

PROGRESS ON IMPLEMENTATION: FET Colleges (continued) Recapitalisation of FET Colleges: Needs identified for 2004/05 Programmes (newly introduced NQF aligned) R 15 458 112 Learner Support (bursaries, learner affairs etc) 1 366 833 Marketing & Comm. 4 681 667 Human Res. & Dev. 5 659 733 Admin Systems (compliance to gov. policies and regulations) 5 063 333 Facilities and Infrastructure (erection of new buildings). 86 383 673 Total 118 613 351 GRAND TOTAL R 246 590 747 SHORTFALL = R 246 590 747 – 127 977 396 = R 118 613 351

PROGRESS ON IMPLEMENTATION: E-Learning Department’s target date to have all learners and educators e-literate is 2010 An e-education implementation strategy has been developed Roll out plan for ICT to schools has been compiled Some learners and educators will be attending ICT exhibitions in London in January 2005

PROGRESS ON IMPLEMENTATION: ABET Expanding reach of ABET programmes Interdepartmental collaboration is taking place - bilateral meetings were held with most provincial departments to determine their ABET training needs To make ABET classes more accessible, day classes will be offered from 2005 Advocacy plans include road shows and visits to District Municipalities from 15 October to 12 November 2004

PROGRESS ON IMPLEMENTATION: ABET (continued) Conditions of Service of ABET educators handled at a national level Improvement of standards of teaching, learning and management at ABET centres The Department will enter into annual contracts with ABET Educators with effect from 2005

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) Needs / Goals 1. Eliminate unacceptable structures and conditions: 1.1 Platooning schools 35 7 schools will merge 7 schools need additional facilities 1.2 Mud structures 16 61 of these schools are farm schools of which 11 are non-viable 23 of the schools have no agreements 27 schools remain 1.3 Asbestos structures 15 1.4 Corrugated iron structures 5 1.5 Other structures 25

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) Needs / Goals 2. Providing basic services to schools 2.1 Schools requiring water 237 2.2 Schools requiring sanitation 121 43 of the schools are non-viable 79 do not have signed agreements 2.3 Schools requiring electricity 120 Schools were provided to ESKOM for consideration. ESKOM fund the electrifications of behalf of the Department

PROGRESS ON IMPLEMENTATION: Infrastructure Planning Speeding up programmes to provide water, sanitation, electricity and telephone services Department of Local Government and housing will provide R 2 million for toilets Department of Water Affairs and Forestry will provide boreholes to 53 schools Randwater will provide water to 20 schools

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) Needs / Goals 3. Maintenance / Renovations 3.1 Schools needing rehabilitation – budget less than R 1 million 252 3.2 Schools needing rehabilitation – budget exceeds R 1 million 19

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) 4 new schools will be completed during the 2004/5 financial year: Lieketseng Primary School (Virginia) - Platooning JJ Khubeka Primary School (Deneysville) - Platooning Lourierpark Primary School (Bloemfontein) Unity Primary School (Bloemfontein)

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) The infrastructure plan for 2004/5 also includes the commencement of 5 new schools namely: Marematlou secondary School (Virginia) – Learners in corrugated iron structures Phase one of JC Motumi Secondary School (Odendaalsrus) - Learners in corrugated iron structures Phase one Kgotso-Uxolo Primary School (Reitz) – Platooning Phase one Hlaboloha Primary School (Bothaville) – Platooning Phase one Mokgwabong Primary School (Welkom) - Platooning 

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) 283 additional classrooms are needed of which 107 are provided for in the current MTEF cycle. 226 schools are currently in need of major renovations with a cost implications of R116,4 million.

PROGRESS ON IMPLEMENTATION: Infrastructure Planning (continued) Schools without water in the province is 534. Backlog after assistance by Department of Water Affairs and subtracting one-teacher schools with less than 20 learners, will be 278. 226 schools are in need of toilet facilities (2749 seats) this will be addressed in the current MTEF cycle. 544 schools are still without electricity. including the 270 schools with less than 20 learners. 154 do not have agreements. The remaining 120 will be referred to Escom for electrification in 2005/6.

PROGRESS ON IMPLEMENTATION: Poverty targeting initiatives Transport for farm schools Learners Thabo Mofutsanyana – bid delayed due to Service Providers not adhering to the bid requirements such as road worthiness of vehicles and tax clearance Xhariep: Only one service provider responded to the bid. Other options are being considered

PROGRESS ON IMPLEMENTATION: Poverty targeting initiatives Hostel project The Department aims to have 10 hostels for farm school learners by 2005 5 Hostels are currently functioning 925 Learners are currently accommodated in these hostels The second hostels are currently being prepared in Northern Free State, Lejweleputswa and Xhariep.

PROGRESS ON IMPLEMENTATION: Poverty targeting initiatives (cont.) Plight of orphans: 31000 Assisting schools with fees: R1,5 million. R49.1 million conditional grant Feeding orphans during school hours at schools. (This is already taking place) Providing food parcels when orphans go home after school: R5 million. Collaboration with other departments National School Nutrition Programme The number of learners participating in the nutrition programme has increased from 159 082 in 2003 to 287 000 in the third quarter of 2004

PROGRESS ON IMPLEMENTATION: Poverty Targeting initiatives (cont.) Acceleration of ECD Programme A grant of 470 000 Euro was obtained from Flemish Government Quarterly subsidies are paid to 80 Grade R classes identified in 2003 393 Grade R classes at 285 community-based sites and 108 Free Standing sites receive funding for the educator R1000 per month for educator’s salary R350 per month for educational equipment. 465 Teachers are in training programmes

PROGRESS ON IMPLEMENTATION: Human Resources HR Development of employees at lower levels Reviewed bursary allocation strategy as well as distribution of skills development levy Elimination of un and under qualified educators 2001: 4389 unqualified educators 2002: 1519 educators allocated bursaries 2003: 620 of the remaining educators allocated bursaries 2004: 391 of the remaining educators allocated bursaries

PROGRESS ON IMPLEMENTATION: Human Resource Management (cont.) Deployment of managers to improve service delivery 38 managers re-deployed Filling of Critical posts 4 Director and 10 Deputy Director posts, including 7 management accountants filled from 1 September 2004 Improving the Equity Targets All four newly appointed Directors are females. Representivity level at SMS level improved to 44% which is higher than the 30% set for the public service for March 2005

PROGRESS ON IMPLEMENTATION: Human Resource Management (cont.) Performance management PDMS implemented for public servants IQMS implemented for school based educators Database of educators 4700 unemployed educators on data-base 100 of these educators earmarked for E-education. data-base available to all other departments encouraging unemployed educators to apply for jobs in other departments Impact of training is being assessed

Personnel Staffing levels Overall 67% 9 Directorates under 60%

Personnel Resolution 7/2002 Finalised in September 2003 Misplaced and Mismatched Educators (adequate posts but do not fit criteria) 1170 at 1/1/2004 289 at 26/7/2004 3 closed vacancy lists

Personnel Section 6A Court challenge SAOU and FEDSAS High court ruled in favour of dept Posts filled with temporary educators due to granting of appeal by high court

Personnel Transfer of unqualified educators 14 already transferred to admin posts in schools Those who did not apply for bursaries and who are mismatched will now be transferred to admin posts in schools

PROGRESS ON IMPLEMENTATION: Communication The Department adopted a new logo which was launched on 1 October 2004

PROGRESS ON IMPLEMENTATION: Partnerships (continued) Education Trust is currently funding the construction of a new primary school and repairs and rehabilitation of buildings for an Education Resource Centre Contributions for the two projects were as follows: Transnet Limited - R2,5 million Zenex Foundation - R 600 000 FSDoE R 3,6 million

PROGRESS ON IMPLEMENTATION: Partnerships Partnership Unit created to deal with the Education Trust and PPP The Education Trust was established as a “Special Purpose Vehicle” to facilitate and enhance service delivery within the FSDoE through partnerships with private donor organisations The trust focuses on infrastructure development, provisioning of physical resources and human resource development

PROGRESS ON IMPLEMENTATION: Inclusive Education 3 primary schools (Mojaho, Letlotlo and Maboloka) to be converted into full service 3 special schools (Tswellang, Thiboloha, Leboneng) to be converted into Resources Centres completed.

Spending 2004/5 Programmes Actual 2003/04 R’000 Budgeted 2004/5 Expend Apr-Aug’04 Balance % Spending Admin 284,185 327,946 101,085 226,861 30,82% Ordinary Schools 3,262,953 3,591,532 1331,283 2,260,249 37,07% Independent Schools 19,708 21,655 6,864 7,927 31,70% Special Schools 127,924 132,764 53,767 78,997 40,5% FET 115,830 128,978 51,011 77,967 39,55 ABET 70,886 89,360 20,454 68,906 22,89% ECD 16,290 30,404 8,008 22,396 26.34% Auxiliary 150,398 189,149 62,972 126,177 33,29% Total 4,048,174 4,511,788 1,635,444 2,876,344 36,25%

2004/5 – 2006/7 Overview baseline 2002/3 – 2006/7 2003/4 2004/5 2005/6 2006/7 Baseline % increase 3,599,316 3,950,866 9,8% 4,332,375 9,7% 4,656,679 7,5% 4,935,098 6% Conditional Grants % Increase 122,801 77,942 179,413 130% 191,268 6.6% 209,601 9.5% Total 3,722,117 4,028,808 4,511,788 4,847,947 5,144,699 Percentage of Equitable share in Province 40% 37,8% 39.7%

DETAIL ADJ. MAIN BUDGET 2004/5 PROGRAMME PERSONNEL CURRENT CAPITAL TRANSFERS SUB TOTAL CUR,CAP, TRF TOTAL ADMIN 176,747 123,335 19,964 7,900 151,199 327,946 PUBLIC SCHOOLS 3,136,902 210,782 37,267 206,581 454,630 3,591,532 INDEPENDENT SCHOOLS 21,655 SPECIAL SCHOOLS 108,338 6,831 517 17,078 24,426 132,764 FET 104,973 563 6,832 16,610 24,005 128,978 ABET 73,834 14,865 309 352 15,526 89,360 ECD 11,050 560 55 18,739 19,354 30,404 AUX & ASSOC. 22,689 36,606 90,278 39,576 166,460 189,149 3,634,533 393,542 155,222 328,491 877,255 4,511,788

Spending 2003/4 Budget R’000 Expenditure Balance Roll-over request Current 3,689,995 3,633,926 56,069 24,917 Current Transfers 209,791 208,079 1,712 Total Current 3,899,786 3,842,005 57,781 26,629 Capital 76,904 69,091 7,813 Capital transfers 26,436 25,100 1,336 Total Transfers 103,340 94,191 9,149 ECD 6,573 4,836 1,737 HIV/AIDS 10,035 9,958 77 Financial Management 19,158 15,853 3,305 904 Infrastructure 42,585 42,526 59 Flood Damage 52,103 38,805 13,298 Total Conditional Grants 103,454 111,978 18,476 16,075 Totals 4,133,580 4,048,174 85,406 51,853

Roll-over Request Capital works and maintenance Equipment LTSM Other Conditional Grants and Flemish Project R3,360,000

Spending 2003/4 per programme item Budget R’000 Expenditure Balance Roll-over request Current 3,689,995 3,633,926 56,069 24,917 Current Transfers 209,791 208,079 1,712 Total Current 3,899,786 3,842,005 57,781 26,629 Capital 76,904 69,091 7,813 Capital transfers 26,436 25,100 1,336 Total Transfers 103,340 94,191 9,149 ECD 6,573 4,836 1,737 HIV/AIDS 10,035 9,958 77 Financial Management 19,158 15,853 3,305 904 Infrastructure 42,585 42,526 59 Flood Damage 52,103 38,805 13,298 Total Conditional Grants 103,454 111,978 18,476 16,075 Totals 4,133,580 4,048,174 85,406 51,853

Reasons for low spending Implementation of BAS Implementation of new Standard Chart of Accounts Budget blocking Down time mainly on LOGIS BAS not functioning effectively to date Improved Conditions of Service implementation delayed

Norms and Standards Schools Schools’ allocations to be based on a national norm to ensure that there is equity in the amount spent per pupil across provincial boundaries. Aim to ensure learners in schools in the very poor communities will not have to pay school fees. A “basic minimum package” to learners cost between R600 to a R1000 per learner depending on assumptions. Actual: Only Water & Electricity, Photocopy machine cost per learner in smaller schools much higher than R516

DETAIL PROGRAMME 2: PUBLIC ORDINARY SCHOOLS 2004 Norm School Funding Amount LTSM: Grade 4& 5 R500 / learner Other grades R144.85 / learner Average: R236.97 per learner Increase in budget from R100m to R159 m NON - SECTION 21 SCHOOLS (1463) RECURRENT(e.g. w&e, rental of machines) LTSM MAINTENANCE SUB – TOTAL R35,756 Million R55,806 Million R ,917 Million R92,479 Million Recurrent: Average: R142,24 per learner Highest: R272,52 per learner Lowest: R21,21 per learner Maintenance Average: R3,64 per learner SECTION 21 SCHOOLS (629) RECURRENT TRFS FIRST QUARTER SUB - TOTAL TOTAL SCHOOL FUNDING R60,067 Million R103,839 Million R1,540 Million R6,943 Million R172,389 Million R264,868 Million

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