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

2. Basic Education’s Goal & Vision
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

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

4. Detailed presentation on Strategic Objectives
Part A:
Detailed presentation on Strategic Objectives

5. Strategic Outcome Oriented Outputs
Basic Education Sector
Framework of outcomes, outputs and sub-outputs
Outcome 1: Improved quality of basic education
Output
Sub-outputs
Output 1: Improve the quality of teaching and learning
Improve teacher capacity and practices
Increase access to high-quality learning materials
Output 2: Undertake regular assessment to track progress
Establish a world-class system of standardised 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

6. 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:
Improve the quality of teaching and learningCurriculum 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

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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Part B
2011 MTEF BUDGET REVIEW

14. 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.

15. 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.

16. 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 R4.8 billion in 2007/08 to R10.9 million in 2010/11 and is expected to continue growing over the medium term to reach R20.4 billion in 2013/14.

17. Additional allocations over the MTEF period
The budget provides additional allocations over the MTEF period of R6.3 billion in 2011/12, R8.5 billion in 2012/13 and R11.9 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

18. 2011 ENE ALLOCATIONS FROM TREASURY
2011 MTEF Allocations
2011 ENE ALLOCATIONS FROM TREASURY
2011/12
2012/13
2013/14
R'000
Baseline allocation
Additions to baseline:
Funza Lushaka Bursaries -
Curriculum Review
80 000
Attaining full functionality in newly established department
20 000
26 000
29 000
Improved conditions of service
9 200
9 500
9 800
National Curriculum Statement: examinations and assessment
14 197
18 857
19 854
Curriculum and Professional Development Unit
3 000
5 000
6 000
School Infrastructure Backlogs Indirect Grant
Expanded Public Works Programme: Kha Ri Gude
43 981
53 013
62 787
Educational Infrastructure Conditional Grant
Less:
(50 356)
(51 921)
(54 340)
Baseline efficiency savings
(9 197)
(7 857)
(7 854)
Further savings effected by Cabinet
(39 144)
(41 948)
(44 254)
Function shift to Department of Higher Education and Training: Commonwealth of Learning transfer
(2 015)
(2 116)
(2 232)
2011 ENE ALLOCATIONS

19. Allocation per Programme for 2011/12 compared to 2010/11
PROGRAMMES
2010/11
2011/12
Percentage
R’000
increase/ decrease
Administration
23.5%
Curriculum Policy, Support and Monitoring (1)
35.3%
Teachers, Education Human Resources and Institutional Development
3.3%
Planning, Information and Assessment (2) %
Educational Enrichment Services (3)
23.7%
Total
Introduction of EPWP: Kha Ri Gude (R million), Curriculum Review project (R80 million), Dinaledi Schools Conditional Grant (R70 million) as well as increase for Workbooks project (R million) and Technical Schools Recapitalisation Conditional Grant (R120 million)
Allocation for School Infrastructure Backlogs Indirect Grant (R700 million) and the allocation for the Education Infrastructure Conditional Grant (R million)
Increase of the National School Nutrition Programme Conditional Grant mainly to implement feeding in Quintile 3 Secondary Schools (R million)

20. Allocation per Programme over the 2011 MTEF
2011/12
R’000
2012/13
2013/14
Administration
Curriculum Policy, Support and Monitoring
Teachers, Education Human Resources and Institutional Development
Planning, Information and Assessment
Educational Enrichment Services
TOTAL

21. Allocation per Economic Classification for 2011/12 compared to 2010/11
Percentage
R’000
increase/ decrease
Compensation of employees (1)
27.5%
Goods and Services:
19.0%
Computer Services
42 565
52 811
24.1%
Outsourced Services
33 738
57 511
70.5%
Stationery and printing
80 020
37.6%
Property payments
2.7%
Operating expenditure
19.9%
Travel and subsistence
46 475
56 439
21.4%
Other (2)
60 646
47 969
(20.9%)
Transfers and Subsidies (3)
151.4%
Payments for Capital Assets (4)
4 050 %
Total
Increase due to attaining full functionality in the newly established department
Efficiency savings over the MTEF
Introduction of the Education Infrastructure Conditional Grant and increase in the National Schools Nutrition Programme Conditional Grant
Introduction of the School Infrastructure Backlogs Indirect Grant of R700 million

22. Allocation per Economic Classification over the 2011 MTEF
2011/12
2012/13
2013/14
R’000
Compensation of employees
Goods and Services
Transfers and Subsidies
Payments for Capital Assets
Total

23. Allocation Summary for 2011/12 compared to 2010/11
SERVICE
2010/11
2011/12
Percentage
R’000
increase/ decrease
Compensation of Employees
22.8%
Examiners and Moderators
13 830
16 660
20.5%
Transfers to Public Entities
6.0%
Other Transfers (1)
12 348
11 066
(10.4%)
Conditional Grants (2)
168.3%
Earmarked Funds
10.1%
Departmental Operations (3)
65 119 %
Projects
47 958
50 476
5.3%
Total
Decrease as a result of the shift of the Commonwealth of Learning transfer to the Department of Higher Education and Training
Introduction of the Education Infrastructure Conditional Grant and increase in the National Schools Nutrition Programme Conditional Grant
Includes allocation of R700 million in respect of the schools infrastructure backlog indirect grant as well as R million for office accommodation including the monthly unitary fee payment

24. Allocation Summary over the 2011 MTEF
SERVICE
2011/12
R’000
2012/13
2013/14
Compensation of Employees
Examiners and Moderators
16 660
17 490
18 440
Transfers to Public Entities
Other Transfers
11 066
11 614
12 250
Conditional Grants
Earmarked Funds
Departmental Operations
Projects
50 476
54 731
57 506
Total

25. Detail of earmarked allocations/transfers (R’000) over the 2011 MTEF
2011/12
R’000
2012/13
2013/14
Earmarked Funds
Kha Ri Gude Literacy Project
EPWP: Kha Ri Gude
43 981
53 013
62 787
Workbooks
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
TOTAL: EARMARKED FUNDS
Conditional Grants
Technical Secondary Schools Recapitalisation Conditional Grant
Dinaledi Schools Conditional Grant
70 000
Education Infrastructure Conditional Grant
HIV and Aids Conditional Grant
National School Nutrition Programme Conditional Grant
TOTAL: CONDITIONAL GRANTS

26. Detail of earmarked allocations/transfers (R’000) over the 2011 MTEF
Other Transfers
SETA
150
158
167
Unesco Membership Fees
10 739
11 276
11 896
ADEA 27 29 30
Guidance Counselling and Youth Development Centre: Malawi
100
101
107
Childine South Africa 50
TOTAL: OTHER TRANSFERS
11 066
11 614
12 250
Transfers to Public Entities
NSFAS: Funza Lushaka Bursaries
Umalusi
18 391
19 311
20 373
TOTAL: TRANSFERS TO PUBLIC ENTITIES

27. Part C
Conditional Grants

28. Conditional Grants Existing grants New 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

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

36. 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

37. 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% (R420m in first year) allocated for mud schools in EC
40% (R280m 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

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

39. School Infrastructure Backlogs Grant GRANT CONDITIONS
PROGRESS
The first batch of 50 mud schools have been identified and costed in the Eastern Cape .
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.
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.

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

41. EDUCATION INFRASTRUCTURE GRANT
Name
Province
2011/12 allocation
R'000
Education Infrastructure Grant
Eastern Cape
Free State
Gauteng
KwaZulu-Natal
Limpopo
Mpumalanga
Northern Cape
North West
Western Cape
TOTAL  

42. EDUCATION INFRASTRUCTURE GRANT TO PROVINCES
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

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

44. 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:
Enhance the IRM and customise it to the sector to better report on schools infrastructure delivery
Gazetting of Table B5 of the provincial Budget Statements
Aligning Table B5 to IRM planning project list
A schedule of quarterly site visits to compare what is being reported on against actual delivery
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.

45. Allocation Budgets

46. Thank you