1. Presentation to the Portfolio Committee on Basic Education
STRATEGIC PLAN
&
2010 MTEF BUDGET REVIEW
VOTE 14: BASIC EDUCATION
Presentation to the Portfolio Committee on Basic Education
16 March 2010

2. Presentation Outline PART A:
High level overview of the Department’s 2010/11 – 2012/13 Strategic Plan
PART B:
Detailed presentation on Strategic Objectives and Targets
PART C:
2010 MTEF Budget Review

3. PART A:
High level overview of the Department’s 2010/11 – 2012/13 Strategic Plan

4. Basic Education’s Aim & Vision
AIM: The aim of the Department is to develop, maintain and support a South African school education system for the 21st century MINISTER’S VISION: That all learners in South African schools have access to quality teaching and learning

5. Education – the Apex priority: what we will do
In response to the President’s call for action and to do things differently, the Department of Basic Education has put together a 3-year strategic plan to lay the basis for the basic education sector plan “Schooling 2025”.
Strategic outputs which are central for improved quality of basic education are:
Improved National Senior Certificate Examinations Performance.
High quality of teaching and learning through appropriate teacher development initiatives.
Improved Literacy and Numeracy at schools.
Early Childhood Development

6. How we will work differently
Outcomes-based planning – setting of measurable outputs based on key strategic outcomes
Focus on entire sector & not 10 different strategic plans
New system of performance management based on performance agreement between President & Minister – cascaded through the sector

7. How we will work differently (cont’d)
Purposeful institutional mechanisms to promote outcomes-focussed planning and performance management: Performance management based sector-wide delivery agreement (Schooling 2025); and Basic Education Delivery Forum
Concrete mechanisms for working with and through provinces – reflected in new structures
Active focus on implementation through support, M&E and accountability

8. Detailed presentation on Strategic Objectives and Targets
PART B:
Detailed presentation on Strategic Objectives and Targets

9. Key objectives, activities and targets
Improved Curriculum Implementation based on curriculum review recommendations,
Integrated strategy on learner assessment, releasing curriculum and assessment policy statements
New Integrated Plan for Teacher Development including recommendations of Teacher Development Summit and QLTC
Distribution of Workbooks for Grades R to 9 learners and teacher manuals to improve learner achievement
Enhanced education management development capacity within the system to improve school functionality.
Enhanced pro-poor packages to eradicate previous inequalities in school funding, school infrastructure, learner well-being, Grade R, Inclusive education , learner retention, support by district offices, Adult basic education and monitoring, research and communication

10. Key objectives, activities and targets
Establishing a long-term sector action plan, “Schooling 2025”.
Better assessment & reporting on the state of basic education to all key stakeholders and the public to promote accountability - NEEDU will play a vital role.
Promoting e-Education strategy to effectively deploy technology toward improving the quality of learning and teaching in schools

11. Programmes in the ENE Administration
Curriculum Policy, Support and Monitoring
Teachers and education Human Resources Development and Management
Planning, Quality Assessment and Monitoring and evaluation
Social Responsibility

12. Programme 1: Administration
Ensure long range planning for the basic education sector.
Promote international relations in education by pursuing the African agenda and strengthening the South-South, the North-South and the multilateral engagements, including the coordination and integration of UNESCO activities.
Provide legislative and legal services to the basic education sector.
Monitoring, evaluating and supporting provincial education departments (PEDs) on the implementation of policies and legislation.
Strengthen education-wide communication system by communicating, informing and interacting with key stakeholders and the public on policies, programmes and interventions within the basic education sector.

13. Programme 2: Curriculum Policy, Support and Monitoring
Expand access to quality ECD for poor communities and greater focus on Grade R.
Improve the quality of teaching and learning in Grades R – 12.
Provide workbooks and textbooks for Grades R – 12.
Improve access and the quality of education to learners with barriers to learning.
Expand the provision of basic literacy for adults.
Provide appropriate and quality LTSM.
Monitor and evaluate the delivery of basic literacy programmes
Improve capacity to research and update curriculum implementation and to streamline curriculum.
Support curriculum delivery and implementation through the use of ICT

14. Programme 3: Teacher and Education Human Resources Development and Management
Develop and implement a National HR Planning Framework.
Promote effective educator professional development
Manage the demand, supply, utilization and retention of school-based educators.
Develop and maintain norms and standards for educators and district support staff.
Develop revised Teacher Performance Appraisal System and monitor its implementation.
Implement performance-based contracts for principals, deputy principals and office-based educators.
Strengthen and formalize the training of education managers through better education management training initiatives.

15. Teacher and Education Human Resources Development and Management (cont
Create a positive framework and maintain favourable conditions of service for educators.
Ensure effective professional leadership at district level of the system.
Increase the number and quality of new teachers in the system,
Provide support to practising teachers and curriculum leaders to improve professional practices and effective curriculum delivery

16. Programme 4: Planning, Quality Assessment and Monitoring & Evaluation
Better and improved reporting on the state of basic education.
Implement and report on the implementation of the Education Information Policy.
Develop and maintain an integrated education Management Information System based on individual learner records.
Develop systems and procedures to support education policy implementation.
Plan and monitor the equitable distribution of education funding .

17. Planning, Quality Assessment and Monitoring & Evaluation (cont.)
Develop , implement and monitor a strategy for improved and adequate facilities and infrastructure at schools
Promote and support optimal budgeting processes and monitoring the utilisation of resources in the system.
Develop and implement the new integrated strategy on learner assessment, including the establishment of a credible summative external assessment system and standardised systemic assessment.
Improve the quality assurance summative school-based assessment.
Promote accountability for overall quality in the basic education sector.

18. Planning, Quality Assessment and Monitoring & Evaluation (cont.)
Promote and undertake the monitoring and evaluation and reporting on the schooling system.
Promote research coordination.

19. Programme 5: Social Responsibility
Mobilisation of key stakeholders through a social contract to improve the quality of basic education to promote a sense of shared responsibility across society.
Implement School Safety Measures in the system.
Improve the quality of arts, culture and music education and training in schools
Faciltate the implementation of Physical Education in schools
Promote mass participation in school sport through local and international inspiration projects.

20. Social Responsibility (continued)
Increase knowledge and awareness of healthy lifestyles.
Contribute to enhanced teaching and learning through school feeding programmes and sustainable food production initiatives in the system.
Ensure that gender related barriers in the schooling system are reduced.
Improve the quality teaching and learning in rural and farm schools through rural development initiatives, including collaboration with other stakeholders.

21. Operational Plans 2010/11
Operational Plans submitted to Parliament with the Strategic Plan, show performance indicators, time-frames, activities and budgets to give effect to all the plans for the coming financial year, 2010/11.

22. PART C
2010 MTEF BUDGET REVIEW

23. Establishment of the Department of Basic Education (DoBE) and distribution of the budget
The Department was established when the Department of Education was split in the Government restructuring process in 2009
The DoE functions allocated to DoBE include:
Adult Basic Literacy and Numeracy through the Kha Ri Gude campaign
School Education

24. The budget for the Department consists of funds based on the split of the Department of Education
The splitting of funds from the Department of Education was done on an agreed framework in line with the allocation of functions as well as the distribution of the staff complement
(See next slide on extract from Distribution Framework)
The Department may experience budget constraints during the 2010/11 financial year onwards since no additional funds were allocated for the establishment of the Department

25. Budget Distribution Framework: Education
Budget was split according to a proposed framework between three DGs and approved by the two Ministers
Compensation of employees was distributed according to agreed ratios for each directorate
Earmarked Funds were allocated based on function
Commitments such as audit fees, rental machines, computer services, bank charges, etc. were determined for both departments and allocated to the respective directorates
Funds for operational costs and projects were dealt with as follows:
MTEF amounts for all components were split in agreed ratios between the two Departments
Operational costs of Directorates/components were allocated based on specific requirements
Available balance was reserved for projects

26. 2010 ENE ALLOCATIONS FROM TREASURY
2010 MTEF Allocations
2010 ENE ALLOCATIONS FROM TREASURY
2010/11
2011/12
2012/13
R'000
Baseline allocation
Additions to baseline:
National assessments: Grades 3, 6 and 9
10 000
8 000
New building project
30 000
32 000
34 000
Workbooks
Compensation of Employees adjustment
10 750
12 546
13 610
National School Nutrition Programme Conditional Grant -
Dinaledi Schools
70 000
Less:
( )
( )
( )
Baseline Efficiency Savings
2010 ENE ALLOCATIONS

27. Allocation per Programme for 2010/11 compared to 2009/10
PROGRAMMES
2009/10
2010/11
Percentage
R’000
increase/ decrease
Administration (1)
68.9%
Curriculum Policy, Support and Monitoring (2)
151.7%
Teacher Education Human Resources Development and Management
2.3%
Planning, Quality Assessment and Monitoring and Evaluation
17.7%
Social Responsibility (3)
49.1%
Total
Unitary fee for the new building (R84 million)
Allocation for Workbooks (R750 million) and implementation of Technical Schools Recapitalization Conditional Grant (R80 million)
Increase of NSNP mainly to implement feeding in Quintile 2 Secondary Schools (R1.269 billion)

28. Allocation per Programme over the 2010 MTEF
2010/11
R’000
2011/12
2012/13
P1: Administration
P2: Curriculum Policy, Support & Monitoring
P3: Teacher Education Human Resources Development and Management
P4: Planning, Quality Assessment and Monitoring and Evaluation
P5: Social Responsibility
TOTAL

29. Allocation per Economic Classification for 2010/11 compared to 2009/10
Percentage
R’000
increase/ decrease
Compensation of employees
17.6%
Goods and Services (Total)
115.5%
Computer Services
31 794
42 565
33.9%
Outsourced Services (1)
33 738
-85.6%
Stationery and printing (1)
80 020
-53.2%
Property payments (2)
41 760
205.5%
Operating expenditure (3)
51 835
2081.3%
Other (4)
-38.8%
Transfers and Subsidies (5)
42.4%
Payments for Capital Assets (6)
6 726
4 050
-39.8%
Total
Both decreases due to once-off expenditure for the implementation of the National Senior Certificate
Unitary fee for the new building
Allocation for workbooks
Efficiency savings over the MTEF and increase in ICS not fully funded
Conditional grants: Technical Schools Recapitalisation and NSNP
Decrease due to equipment upgrading for setting of national examination papers and EMIS

30. Allocation per Economic Classification over the 2010 MTEF
2010/11
2011/12
2012/13
R’000
Compensation of employees
Goods and Services
Transfers and Subsidies
Payments for Capital Assets
4 050
2 829
2 841
Total

31. Allocation Summary for 2010/11 compared to 2009/10
SERVICE
2009/10
2010/11
Percentage
R’000
increase/ decrease
Compensation of Employees
22.1%
Examiners and Moderators
12 512
13 830
10.5%
Transfers to Public Entities
6.0%
Other Transfers
11 634
12 348
6.1%
Conditional Grants (1)
52.9%
Earmarked Funds (2)
153.6%
Departmental Operations
80 059
65 119
-18.7%
Projects
47 958
-52.1%
Total
Implementation of Technical Schools Recapitalization Conditional Grant (R80 million) and increase of NSNP mainly to implement feeding in Quintile 2 Secondary Schools (R1.269 billion)
Allocation for Workbooks (R750 million)

32. Allocation Summary over the 2010 MTEF
SERVICE
2010/11
R’000
2011/12
2012/13
Compensation of Employees
Examiners and Moderators
13 830
14 660
15 393
Transfers to Public Entities
Other Transfers
12 348
13 081
13 730
Conditional Grants
Earmarked Funds
Departmental Operations
65 119
68 135
71 763
Projects
47 958
54 610
57 564
Total

33. Detail of earmarked allocations/transfers (R’000) over the 2010 MTEF
Earmarked Funds
 2010/11
 2011/12
 2012/13
New Office Building
Kha Ri Gude Literacy Project
Workbooks
NEEDU
11 031
11 947
12 544
IQMS
33 296
35 259
37 022
EMIS System Development
22 203
23 527
24 703
Systemic Evaluation
19 494
20 657
21 690
National Assessments: Grades 3, 6 and 9
10 000
8 000
NSNP
13 399
14 467
15 190
TOTAL: EARMARKED FUNDS
Conditional Grants
Technical Secondary Schools Recapitalisation Conditional Grant
80 000
Dinaledi Schools Conditional Grant
70 000
HIV and Aids Conditional Grant
National School Nutrition Programme Conditional Grant
TOTAL: CONDITIONAL GRANTS

34. Detail of earmarked allocations/transfers (R’000) over the 2010 MTEF
Other Transfers
SETA
141
150
158
Unesco Membership Fees
10 131
10 739
11 276
Commonwealth of Learning
1 901
2 015
2 116
ADEA 25 27 29
Childline South Africa 50
Guidance Counselling and Youth Development Centre: Malawi
100
101
TOTAL: OTHER TRANSFERS
12 348
13 081
13 730
Transfers to Public Entities
NSFAS: Funza Lushaka Bursaries
Umalusi
17 350
18 391
19 311
TOTAL: TRANSFERS TO PUBLIC ENTITIES

35. Conclusion
Anticipate budget constraints but will seek to optimise quality of spending
The establishment of a dedicated Basic Education Department coupled with a new approach to delivery marks a decisive shift away from “business as usual”

36. Conclusion (cont’d)
Confident that Sector-wide outcomes-based planning; sector-wide performance management & accountability; strong focus on implementation monitoring & support; strong focus on working with & through provinces will help to deliver results