1. Umalusi’s presentation to the Education Portfolio Committee on the 2007/8 Annual Report 21 October 2008 Dr PP Lolwana

2. Introduction Vision, mission and goals 7 KRAs Financial Performance Departmental Grant Conclusion Overview

3. While in transition at this time, the 2007 report is set against the Umalusi mandate as established in the GENFETQA Act No 58 of 2001 The objects of the Act that inform the vision and mission: 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 Regulate the relationships between the National DOE, SAQA and other ETQA bodies, providers and the Council Introduction

4. 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. Vision & Mission

5. Promote quality and appropriate standards Assure quality and standards through quality assurance of assessment, monitoring of qualifications and curriculum and the quality assurance of provision; Continuously develop in-depth knowledge and expertise within 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 the management of quality 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. Goals

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

7. Prg A: Quality Assurance of Assessments April 2007 – March 2008COMMENTS Ext Moderation of Question Papers: SC: 1976 papers (including back up papers) ABET : 92 papers in 23 learning areas N2 - N3: 39 papers (phasing out) NCV level 2 : 84 papers (incl. back up papers) in 54 subjects NCV level 2 Integrated Summative Assessment task (ISAT): 12 Completed as per plan A report was submitted to the Minister of Education on all 2007 exams Moderation of marking: SC: 11 National subjects + 11 across PDEs + OAE + IEB (sampling) ABET: 6 learning areas across 10 assessment bodies (PDE’s and IEB) N2 - N3: 15 subjects NCV level 2 : 31 subjects + 14 ISATs (out of 54 subjects) Completed per plan A report was submitted to the Minister of Education on all 2007 exams

8. Prg A: Quality Assurance of Assessments April 2007 – March 2008COMMENTS CASS: SC: 12 Gateway subjects across 11 assessment bodies ABET: 3 Fundamental learning areas across 10 assessment bodies NCV: 24 Subjects of 54 All CASS moderated as per plan A report was submitted to the Minister of education on all 2007 exams Monitoring conduct of exams: SC: 158 sites out of 8,345 (third layer verification) ABET: 63 sites out of N2 - N3 & NCV: 67 sites out of 150 All monitoring conducted as per plan A report was submitted to the Minister of education on all 2007 exams

9. Prg A: Quality Assurance of Assessments April 2007 – March 2008 COMMENTS CTA moderation for schools: DoE: 18 learning areas IEB: 10 learning areas Completed as per plan Standardisation: SC: 11 National HG & SG + 498 HG & SG assessment body subjects N2 - N3: 438 subjects (4 exams) NCV: 54 subjects ABET: 23 learning areas (2 exams) Completed as per plan A report was submitted to the Minister of Education on all 2007 exams

10. Prg B: Evaluation and Accreditation Private Providers Provisional Accreditation and Monitoring March 2007 – April 2008COMMENTS Independent Schools Total prov accredited (March 2008): 584 out of about 1,500 – 2,000 Monitored (May 2007): 581 Site visited to verify monitoring (April 2007 – March 2008):101 Completed per plan Report published

11. Prg B: Evaluation and Accreditation Private Providers Provisional Accreditation and Monitoring March 2007 – April 2008COMMENTS FET Colleges Total prov accredited (March 2008): 139 – with 257 campuses Monitored (May 2007): 171 (campuses) Site visited to verify monitoring (April 2007 – March 2008): 32 colleges Completed per plan Report published Registration process with DoE: 114 (253 sites) Umalusi colleges referred 524 SETA Providers processed and referred Completed per plan

12. Prg B: Evaluation and Accreditation Private Providers Provisional Accreditation and Monitoring April 2007 – March 2008COMMENTS ABET Providers Total prov accredited (March 2008): 166 Monitored (May 2007): 56 Site visited to verify monitoring (April 2007 – March 2008): 50 Completed per plan Report published Accreditation Policy documentsRe-submitted to Minister of Education for approval

13. Prg B: Evaluation and Accreditation of Assessment Bodies April 2007– March 2008COMMENTS 3 new applicants supported through development programme: 2 ABET 1 Vocational As planned and ongoing OAE / BCVO site visited and granted provisional accreditation until Dec 2010 Council approved August 2006 9 PDEs and IEB monitored against improvement plans Monitoring report to Council Nov 2006 Accreditation Policy re-submitted to office of the Minister Per plan

14. Prg C: Qualifications, Curriculum & Certification April 2007 – March 2008COMMENTS Framework of Qualifications in GFET developed, consulted and submitted for regulation Criteria & guidelines for development and evaluation of curricula developed Completed as per plan Guidelines, criteria and instruments for evaluation of curriculum piloted - BCVO History and Biology curricula Final report submitted to Council Certificates issued, excluding subject certificates: SC: 651 586 GETC (Abet): 2 227 N3: 54 666 NSC (Voc): 1 751 Commenced development of NSC directives Issued in line with directives and guidelines More than 149 000 certificates verified.Completed as planned

15. Prg D: Research and Development April 2007 – March 2008Comment The ‘F’ word report: the quality of the ‘fundamental’ component in general & further education & training Report published April 2007 CASS- exam mark correlation researchDraft report July 2007 Making educational judgements: reflections on judging standards in curricula Report published October 2007 Item Response Theory reportReceived from AARP, February 2008 Hosted ACEAB Conference March 2008

16. Prg E: Management Support Structures April 2007 – March 2008Comment Co-ordinated organisational planning, implementation and review of plans and budgets New M&E policy developed and implemented All reports published / submitted as required Supported CEO, Council and its committeesNew Council briefed, committees established and services rendered Implemented public relations programmeDeveloped and implemented communication strategy

17. Prg F: Information Technology Systems April 2007 – March 2008Comment Hardware procurements 1 Tally printer; 5 computers;1 Server; 200 computer components; 65 LCD Screens; 15 notebooks 2 Storage Array Network (SAN) devices 1 High speed backup device Equipment installed with SLAs implemented and network support meeting expectations. High availability solution implemented for crucial servers. Software - 6 different application Software licensing up to date Internet - bandwidth512 KB Guaranteed internet bandwidth implemented. Programming MIS development Certification system Targets met per plan Certification system; NCV Level 2 system implemented and programming on track for NSC.

18. Prg G: Finance, HR & Admin support April 2007 – March 2008COMMENTS Finance and buildings Unqualified audit (history of organisation) Acquired building for R 12,4 m Upgrading of building to suite organizational requirements has commenced Human resources Bursaries to staff – R 25 800.52 In house training – R 37 695.00 Short courses – R 4 333.14 All 68 staff benefited Development of staff a priority with greater budget demands for 2007/8 and beyond

19. Financial Performance 2007/8 Revenue Certification, verification and accreditation Amount 21,682,489 Department of Education Grant12,652,000 Interest and other income 1,679,068 Total Income36,013,566 Expenditure30,887,357 SurplusR 5,126,209

20. Total Income 2000/1 ( actual) to 2011/12 ( budget) YEARINCOMEBUDGETDoE GRANTGRANT % 2000/01R 6,150,78600 2001/02R 7,027,94800 2002/03R 13,757,861R 1,513,00011 2003/04R 18,076,902R 3,050,00017 2004/05R 23,547,626R 12,869,00055 2005/06R 28,603,979R 7,690,00027 2006/07R 32,972,345R 10,286,00031 2007/08R 36,013,566R 12,652,00035 2008/09R 43,940,960R 16,044,00037 2009/10R 59,893,713R 31,890,46353 2010/11R 68,361,517R 37,403,28055 2011/12R 79,013,549R 43,437,00155

21. The NQF review finalization is welcomed - consultative processes commenced with DoE, SAQA, DOL(QCTO),CHE and related stakeholders – awaiting promulgation of NQF Bill to begin formal transition to Quality Council. While QA foundations for school, college and adult education are in place i.r.o QA assessment, curriculum and certification, and provision – time for review and new approaches as we move into the “new NQF architecture” The way forward - possibilities

22. Settings standards that will translate into credible certificates in GFET Establishing and managing a sub-framework of qualifications – a continuum of qualifications and units of learning that articulate with other 2 sub-frameworks (HE and QCTO) Creating vibrant post secondary education – NQF 5 New look at std setting and QA in assessment - Pre-standardised assessments – item banking and exams on demand…..in certain sectors Revision of adult education – merging with VET QA of provision – inspection for schools ; accreditation for colleges The way forward - possibilities

23. Thank you to the Chair and the portfolio committee for their support since Umalusi’s inception in 2001 Conclusion