Infrastructure Plans Prepared by the Directorate: Physical Planning 30 April 2002

Current processes At the launch of the School Register of Needs, 2000 the Minister of Education, Professor Kader Asmal noted: 1.That the Government’s commitment to ensure that we have an effective capital development strategy is reflected in the dramatic increase in capital budgets across provinces over the MTEF. 2.He is not satisfied with the rate of delivery, which is far from optimal. 3.We cannot and will not allow bureaucratic ineffectiveness to retard service delivery. 4.We will certainly problem-solve the blockages, … we will do whatever is necessary to ensure that the money intended for infrastructure and maintenance are effectively spent and spent on time. 5.Delivery in relation to school infrastructure development and maintenance will form one of the key indicators for the Minister’s monitoring of Provincial Education Departments.

Current processes 6.During January 2002, The Minister requested the submission of provincial business plans for school infrastructure development for the next three years by 5 February The following business plans have not yet been received: Northern Province, and Eastern Cape. 7.Requests were also made for progress reports on infrastructure development for the Quarterly Report to the President. The following reports have not yet been received: Eastern Cape, Northern Province and North West. 8.The Minister also requested a list of names of schools where learners are forced to receive education under trees or in open air. A plan with time frames to eliminate these was also requested. Only Mpumalanga submitted lists of schools with the number of outside classes, but without a plan and time-frame to eradicate these instances. 9.The Minister will study these plans in relation to the backlogs in the respective provinces and projected budgets.

Current processes 10.The Minister will then take to the CEM a set of performance targets per province, which will be monitored over the next three years. The Minister will call for detailed and verifiable reports from the provinces on a regular basis. 11.The Minister also undertook to deploy teams to each province to make a detailed assessment of the infrastructure development plans and to facilitate the resolution of any blockages which may exist.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans KWAZULU-NATAL: 1.Focus on reducing overcrowding at existing schools. Overcrowding occurs at more than existing schools. 2.Providing a limited number of additional classrooms at as many affected schools as possible new classrooms were provided between 1 April 2001 and 31 December A further 712 classrooms are presently either under construction or ready for tenders to be called. 4.The drawings and documentation of a further 3282 classrooms is close to completion and tenders will be called by DOW on these projects by March Approximately children will benefit from these improved educational conditions. 6.Between 1 April 2001 and 31 March 2002, it is anticipated that 1596 new toilet units will be completed. During the remainder of 2002 at least 3000 toilet units will be completed.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans KWAZULU-NATAL: 7.Planning phase of 16 new schools will be completed during 2002, tenders will be called for in April Planning of another 30 major projects (major additions or completely new buildings) will commence in March 2002, with the intention to have contractors on site by the end of March All projects are multi-year projects and could take up to 18 months to complete.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans GAUTENG: 1.During 2001/2002, the planning of 322 classrooms have been completed, documentation of 21 schools have been completed, 478 classrooms have been put out on tender, 327 classrooms are under construction, and 690 classrooms are in the retention phase. 2.With regard to upgrading/renovations: 9 schools are in the planning phase, 1 is out on tender, 15 are under construction and 17 are in the retention phase routine maintenance projects have been completed and 22 schools received services rendered to prevent occurrence of sinkholes/dolines in dolomitic areas. 4.Total expenditure of provincial infrastructure development budget by December 2001, was R (51% of allocation). Projected expenditure by end of March 2002 is R (100%). 5.The province received R 32 million as a conditional infrastructure grant. 29 schools were renovated and upgraded in predominantly African areas. Total expenditure to date is R % expenditure expected by end of financial year.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans

GAUTENG: 1.Macro Plan: –Immediate Interventions Define minimum infrastructure standards for primary and secondary schools. Appoint planning officials with responsibilities per district and allocate per schools Appoint two building control officials per district and allocate per school. Grade all school into 3 categories - Good, Fair, Poor Develop a maintenance preventative strategy based on a 3-year and 5- year plan.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans GAUTENG: 1.Macro Plan: Six Flagship Projects Provincial Priority Lists: Priority lists have been compiled by Physical Resources Planning Unit. Reviewed on an annual basis as a result of consultation between external and internal stakeholders. School Register of Needs : Main objective is the elimination of the problems identified in the current SRN over a 3 year period. Maintenance plan will also be developed as part of this project to ensure that the state’s assets are effectively managed in relation to infrastructure. New Housing Development Plans: Aim is to achieve effective co- ordination and service delivery between Education and Housing Departments. Investigating the possibility of the provisioning of a school as part of the deliverables of a developer responsible for a housing development roll out plan.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans GAUTENG: 1.Macro Plan: Six Flagship Projects Regeneration of Schools Programme: Plan has been developed to ensure that all existing schools are regenerated and to ensure that basic facilities are provided to the underprivileged communities. Will include the repair of buildings, glazing, painting, roofing, ceiling, electrical work system, landscaping, ablution facilities, classrooms, administrative blocks and the provision of basic sport facilities. School properties will be secured by means of palisade fencing and schools will be made centres of cultural and community life. Public Works Labour Progarmme: Programme in conceptual phase. Labour intensive programmes are planned which will impact on the SMME’s empowerment strategy, job creation and sustainability of SMME’s and individuals. Public Works Poverty Alleviation Funds:

Brief Overview of Provincial Infrastructure Expenditure and Development Plans GAUTENG: 1.Macro Plan: Six Flagship Projects Public Works Poverty Alleviation Programme: Objective is to prepare a programme under the guidance of the Gauteng Department of Education to contribute towards social upliftment and empowerment of disadvantaged communities by providing opportunities to existing contractors as well as unemployed local labour within the community where the project will occur. Total amount requested is R18,28 million. Estimated costing includes material; labour; training and contingencies.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans MPUMALANGA / classrooms, 28 special rooms, 12 administration blocks and 308 toilets will be built. 26 projects include the provision of water to schools, fencing and electricity connections. 27 schools will be renovated. The total budget is R61 million / classrooms, 46 special rooms, 35 administration blocks and 348 toilets will be built. 7 schools will be provided with water, 4 schools will be fenced, and 7 schools will receive electricity connections. 6 schools will be renovated. The total budget is R61,36 million / classrooms, 48 special rooms, 38 administration blocks and 365 toilets will be built. 6 schools will be provided with water, 6 schools will be fenced, and 4 schools will receive electricity connections. 4 schools will be renovated. The total budget is R64,4 million.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans MPUMALANGA 4.The names of the schools to be built are identified annually by communities concerned through the relevant municipalities, circuits and regions. 5.When funds are allocated from conditional grants or donations, the provincial priority is considered for the selection of schools to be constructed. 6.The province has 10 districts. From the detailed business plan for the 2002/2003 financial year it is evident that equal amounts have been allocated for all ten districts. An amount of R ,00 was allocated to each of the ten districts from the provincial capital development budget. 7.The Conditional Capital Grant of R47,5 million has been equally divided between the ten districts. Each district will receive an allocation of R ,00. These funds will be utilised for renovations and the provision of toilets at existing schools.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans MPUMALANGA 8.From the R47,5 million Conditional Capital Grant for the 2002/2003 financial year 47 schools will be fenced, 427 toilets will be provided at schools, 76 schools will be renovated and 14 schools will receive water. 9.The province submitted lists of individual schools with outside classes, classes in unacceptable structures as well as a list of platooning schools. 305 classes are being conducted outside under trees or in the open air classes are being conducted in unacceptable structures. 14 schools are platooning in the province.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –FREE STATE 1.At the end of the 2002/03 to 2004/05 MTEF period (if sufficient funds are made available) the Free State Department of Education plans to: Build 39 new schools with 924 classrooms. Out of these, 20 new ones with 471 classrooms will be completed while 19 with 453 classrooms would still be under construction. Additional facilities (150 classrooms) at 40 existing schools. 2.Budget received for the 2002/03 financial year has been reduced. Change in planned School Building Projects will be carried over to budgets of the 2003/04 and 2004/05 financial years schools planned for 2002/03 have been reduced to 16. Was done to enable Department to provide 10 halls as incentives to previously disadvantaged schools that perform consistently well and sport facilities to deserving schools.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –FREE STATE /03: New schools under construction from previous year: 6 (1 primary, 4 secondary, 1 combined) Commence with construction of 10 schools (9 primary, 1 secondary) Completion of 5 schools (2 primary, 2 secondary, 1 combined) Additional facilities: Under construction: 2 special schools, Commence at 2 primary schools and completion at 16 schools. Water: Provide 20 farm schools with water (R ,00) Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools (R4 million) Electricity: ESKOM will electrify 91 schools (R1,076 million). Department will provide solar energy at 35 farm schools (R ) Telephones: Provide 400 schools with telephones (R ,00) Strongrooms: Convert classroom to admin block with strongroom at 10 schools (R1million) Renovations: Carried over commitments, Emergency projects and 12 major renovations (R ,00).

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –FREE STATE /04: New schools under construction from previous year: 3 (1 primary, 2 secondary) Commence with construction of 17 schools (9 primary, 8 secondary) Completion of 8 schools (7 primary, 1 secondary) Additional facilities: Commence at 3 schools and completion at 21 schools. Water: Provide 20 farm schools with water (R ,00) Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools (R4 million) Electricity: ESKOM will electrify 50 schools (R1 million). Department will provide solar energy at 35 farm schools (R ) Telephones: Provide 320 schools with telephones (R80 000,00) Strongrooms: Convert classroom to admin block with strongroom at 10 schools (R1million) Renovations: Carried over commitments, Emergency projects and major renovations (R ,00).

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –FREE STATE /05: New schools under construction from previous year: 13 (8 primary, 5 secondary) Commence with construction of 6 schools (4 primary, 2 secondary) Completion of 7 schools (2 primary, 5 secondary) Additional facilities: Completion at 3 schools. Water: Provide 20 farm schools with water (R ,00) Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools (R4 million) Electricity: ESKOM still needs to decide on assistance. Department will provide solar energy at 35 farm schools (R ) Telephones: Provide 200 schools with telephones (R50 000,00) Strongrooms: Convert classroom to admin block with strongroom at 10 schools (R1million) Renovations: Carried over commitments, Emergency projects and major renovations (R ,00).

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –FREE STATE 7.Financial Implications: Total of R 142,32 million needed for 2002/03. Departmental budget was cut by R28,5 million which creates a shortfall. Total of R188,5 million needed for 2003/04. Currently has an indicative shortfall of R74 million. Total of R127,29 million needed for 2004/05. Currently has an indicative shortfall of R27 million. 8.Public-Private-Partnerships: Transaction Advisor has been appointed. Busy with a feasibility study. Should the feasibility study, affordability study, and the value for money study be approved by National Treasury, the first newly-built schools by the private sector would be ready by 2005/06.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans

NORTHERN CAPE 1.The provincial plans for school infrastructure improvements for the MTEF period (2001/02 to 2003/04) will go a long way towards the elimination of backlogs, but will definitely not eliminate all backlogs /2002: New schools: 3 (52 classrooms over three years) (R ,00) Rehabilitation of schools: 43 (R ,00) Fencing of schools: 5 (repairing) (R ,00) Making schools accessible for inclusive education: 5 (R ,00) Special Schools Repairs and Renovations: 8 (R ,00) Beautification of Schools: 7 (R ,00) Improvements at schools to meet requirements for IT infrastructure: 40 (R ,00) Day to day maintenance: All schools (R ,00) Total Budget: R ,00.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans NORTHERN CAPE /2003: New schools: 1 (R ,00) Rehabilitation of schools: 10 (R ,00) Fencing of schools: 20 (replacing) (R ,00) Fitting Stone Guards: 6 (R ,00) Upgrading of Sports Fields: 8 (R ,00) Skills Development: 6 (R ,00) Beautification of Schools: 39 (R ,00) Erection of classrooms for IT: 25 (R ,00) Improvements at schools to meet requirements for IT infrastructure: 89 (R ,00) Construction of new classrooms at 3 schools: 8 (R ,00) New ablution facilities: 2 (R ,00) Day to Day Maintenance: All schools (R ) Total Budget: R ,00

Brief Overview of Provincial Infrastructure Expenditure and Development Plans NORTHERN CAPE /2004: New schools: 2 (R ,00) Rehabilitation of schools: 28 (R ,00) Fencing of schools: 0 Making schools accessible for inclusive education: 8 (R ,00) Fitting Stone Guards: 31 (R ,00) Renovations at Special Schools: 7 (R ,00) Upgrading of Sports Fields: 7 (R ,00) Skills Development: 6 (R ,00) Beautification of Schools: 39 (R ,00) Erection of classrooms for IT: 18 (R ,00) Improvements at schools to meet requirements for IT infrastructure: 166 (R ,00) Construction of new classrooms at 6 schools: 8 (R ,00) Day to Day Maintenance: All schools (R ,00) Total Budget: R ,00

Brief Overview of Provincial Infrastructure Expenditure and Development Plans WESTERN CAPE 1.The province reported that no classes are conducted outside under trees or in the open air /2003: New schools: 16 (R ,00) Add additional classrooms: 12 (R ,00) Locate new mobile classrooms: 105 (R ,00) Relocate used mobile classrooms: 20 (R ,00) Build forums at schools without halls: 6 (R ,00) New toilet systems and revamping of systems: 5 (R ,00) Improve water supply plus new toilet systems: 5 Electricity connections by ESKOM: 15 Total Budget: R ,00.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans WESTERN CAPE /2004: New schools: 24 (R ,00) Add additional classrooms: 243 (R ,00) Relocate used mobile classrooms: 20 (R ,00) Build forums at schools without halls: 10 (R ,00) New toilet systems and revamping of systems: 15 (R ,00) Improve water supply plus new toilet systems: 15 Electricity connections by ESKOM: 25 Total Budget: R ,00.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans WESTERN CAPE /2005: New schools: 4 (R ,00) Add additional classrooms: 20 (R ,00) Relocate used mobile classrooms: 20 (R ,00) Build forums at schools without halls: 6 (R ,00) New toilet systems and revamping of systems: 5 (R ,00) Electricity connections by ESKOM: Not yet available Total Budget: R ,00.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –NORTH WEST /03: Total budget for 2002/2003 is R54 million. Whole 54 million is committed into 15 projects. The projects entail 7 new schools and 8 extensions to existing schools. These will deliver the following facilities: –181 classrooms –336 toilets –11 administration blocks –17 special function rooms –22 offices for Heads of Departments –22 storerooms –12 school fences

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –NORTH WEST /04: Total budget for 2003/2004 is R80,8 million. Budget is committed into 93 projects. The projects entail 8 new schools, 10 extensions to existing schools and 75 projects entailing the provision of new toilets to existing schools. These will deliver the following facilities: –160 classrooms –1860 toilets –18 administration blocks –24 special function rooms –36 offices for Heads of Departments –36 storerooms –15 school fences

Brief Overview of Provincial Infrastructure Expenditure and Development Plans –NORTH WEST /05: Total budget for 2004/2005 is R100,211 million. Budget is committed into 124 projects. The projects entail 5 new schools, 8 extensions to existing schools, 100 projects entailing the provision of new toilets to existing schools, and 11 new Student Support Centres at Technical Colleges. These will deliver the following facilities: –120 classrooms –2260 toilets –12 administration blocks –18 special function rooms –20 offices for Heads of Departments –20 storerooms –12 school fences

Brief Overview of Provincial Infrastructure Expenditure and Development Plans OVERALL OBSERVATIONS OF BUSINESS PLANS AND GENERAL COMMENTS 1.It is evident that the provinces which have submitted business plans are ready for implementation. Although the Department of Education has been informed that the Eastern Cape Department of Education has submitted all their projects for the 2002/2003 financial year to the Eastern Cape Department of Works, no business plan has yet been received from them. 2.Very concerning though is that only Mpumalanga submitted lists of schools with the numbers of classes being conducted outside, under trees or in the open air. A comparison of these schools and the business plan of Mpumalanga revealed that these schools did not form part of the business plan. Provinces are being urged to submit these lists accompanied by a clear plan with time frames to address these instances as soon as possible according to the President’s directive.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans OVERALL OBSERVATIONS OF BUSINESS PLANS AND GENERAL COMMENTS 4.It is recommended that the Department of Education should develop a proper format for the infrastructure development business plans as well as clear definitions. This will allow comparative analysis of the business plans of provinces. 5.In the interpretation of business plans and information on delivery, it is vital that the process of infrastructure delivery needs to be understood. The different phases of infrastructure development, namely: prioritisation, planning, document preparation, tendering, construction and retention need to frame the business plan development. 6.The financial reporting on infrastructure expenditure is very complex and unclear. Very different and confusing numbers are submitted to the Department of Education. Major work needs to be done to ensure that proper systems are put into place to ensure the availability and reliability of expenditure information. 7.The Department of Education is in the process of developing a format to capture delivery of infrastructure in relation to expenditure to enable comparative analysis of delivery.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans OVERALL OBSERVATIONS OF BUSINESS PLANS AND GENERAL COMMENTS 8.The Department of Education also experiences a problem with provinces which do not submit expenditure data when requested from them. 9.Regular meetings will be held with Physical Planners to take stock of implementation and to develop strategies for resolving blockages. A request to establish a Physical Planning Steering committee as a sub- committee of HEDCOM is in preparation and will be submitted for their approval. 10.The Department of Education is in the process of finalising a framework for the development of capital investment policy. 11.The Department of Education is in the process of analysing business plans and will make recommendations to provinces for improvements. 12.The Director-General: Education together with officials from the Directorate: Physical Planning is currently in the process of holding meetings in provinces with the Heads of Education, Works and Finance to establish the level of infrastructure expenditure and delivery, to identify blockages in delivery and to develop strategies for improved delivery.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans OVERALL OBSERVATIONS OF BUSINESS PLANS AND GENERAL COMMENTS 13.The Department of Education will investigate the problem of differences in reported levels of capital expenditure and will with the assistance of provinces develop a proper and reliable system of reporting on infrastructure expenditure and delivery.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans DONOR PROGRAMMES 1.European School Building Programme (approximately R64 million) will be completed by the end of the 2002/ 2003 financial year. 2.Netherland’s assistance for the reconstruction of flood damaged schools in the Northern Province (R15 million) is in implementation and will be completed by the end of the financial year. 3.The basic design studies for the Japanese Grant Aid Programme in the Eastern Cape and KwaZulu-Natal have been completed. The agreements have been signed and the banking arrangements have been sorted out. The tenders for the actual construction work have been awarded in Tokyo in January 2002 and actual construction will commence soon. In the Eastern Cape, 179 new classrooms and 287 toilet booths will be built. 119 rainwater tanks will be installed. The schools will also be fully equipped, furnished and fenced through the programme. The Japanese Grant Aid targets 20 schools in the districts of Mt Ayliff, Tabankulu, Mr Frere, Maluti, Mt Fletcher, Bizana, Flagstaff and Lusikisiki.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans DONOR PROGRAMMES In KwaZulu-Natal 27 schools in the Ubombo and Ingwavuma districts are going to be upgraded and or constructed through the programme. 215 new classrooms and 116 toilet booths will be built. 154 Rainwater tanks will be installed at the 27 schools. The schools will also be fully equipped, furnished and fenced through the programme. The basic design study for Mpumalanga has been completed and the Basic Design Study in the Northern Province is currently underway. It is expected that the agreements for the Grant Aid between the two countries for these two provinces will be signed in August this year and that actual construction will commence during the next financial year.

Thuba Makote PROGRESS REPORT The Department of Education is in the process of building the first nine schools funded by the Poverty Relief Fund at the following sites: Reaipela school, Kuruman, Northern Cape School in Klerksdorp, North-West Zinyosi School in Mt Frere, Eastern Cape Jacob Mduli, Makoko, Mpumalanga Thulani Primary School, Mkhulu, Northern Province Ficksburg, Free State Bloekombos Road Camp, Kraaifontein, Western Cape Magaliesburg, Gauteng Edendale, Pietermaritzburg, KwaZulu-Natal Design phase for the remaining 18 schools will be embarked upon during the current financial year. Construction of the remaining 18 will be done during next year.