IMPROVEMENT OF SCHOOL INFRASTRUCTURE AND LEARNING RESOURCES

1
IMPROVEMENT OF SCHOOL INFRASTRUCTURE AND LEARNING
RESOURCES

• Portfolio Committee on Education
• 15 August 2006

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PRESENTATION OUTLINE

• Legislative framework
• Spending and budgets
• Capital
• Non- personnel recurrent (non-personnel,
  non-capital)
• Initiatives and progress

3
gt Legislative framework for school resourcing

• National Education Policy Act and South African
  Schools Act the overall framework to
• fund public schools on an equitable basis to
  ensure the proper exercise of the rights of
  learners to education and the redress of past
  inequalities in educational provision
• South African Schools Act
• MEC to provide sufficient learning places
• School funding norms regulate
• More equitable allocation of non-personnel
  expenditure (pro-poor allocation)
• Managing of school allocations (cost centres)
  greater autonomy where appropriate (S21 Schools)
• Removing barriers to learning through no fee
  schools and regulating fee exemptions

4
gt Spending and budgets Highlights

• Budgets continue to grow in real terms while
  learner numbers have stabilised
• Growth in the right places
• particularly non- personnel recurrent spending
  (20 per year over MTEF)
• Per learner spending becoming more equal between
  provinces
• Funding norms also driving greater equity within
  provinces
• Capital spending grew particularly rapidly
  between 2002/03 and 2005/06
• Personnel continue to decline as proportion of
  budgets in favour of complementary inputs
• Key spending pressures gaps remain (school and
  district support insufficient resourcing of poor
  schools inadequate compensation for poverty
  inequality in access to ICT)

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gt Provincial Education Spending and Budgets
Overall Picture
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gt Spending and budgets Strong real growth,
particularly for non-personnel recurrent capital
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gt Spending and budgets Composition of budgets
shifting towards non-personnel
8
gt Spending and budgets Infrastructure budgets
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gt Spending and budgets Infrastructure budgets
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gt Spending and budgets non-personnel recurrent
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gt Spending and budgets non-personnel recurrent
per learner
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gt Expenditure Outcomes 2005/06 (Capital)
Close to 100 of main appropriation Underperforman
ce in Free State, Limpopo and Mpumalanga Expenditu
re performance significantly up on previous
years Key issues being dealt with, with support
of IDIP resourcing of physical planning function
a key issue
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Provincial Infrastructure Budget Allocations
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gt Initiatives and progress School resourcing
and no fee schools

• Amendment of SASA Act and school funding norms
• Formal introduction of no fee schools
• Refinement of fee exemptions
• In 2006 7,687 no fee schools (2,6 million
  learners) on voluntary basis
• In 2007
• Equally poor learners to experience equal minimum
  funding standards, regardless of province
• Provinces in position to afford no fee threshold
  (R554 per learner)
• anticipate substantial increase in no fee schools
  no of learners covered

15
gt Initiatives and progress Qids-up

• Quality Improvement, Development, Support and
  Upliftment Programme Qidsup
• Directs provinces to provide a resource based
  intervention in poor schools
• Identify poorest schools and resource gaps
• Dinaledi Schools

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gt Service Delivery Inputs and Adequacy

• Major increases in spending on NPNC
• Average non-personnel school allocation increased
  by 80 from R240 to R435 during 2002-2005 (2005
  prices)
• Personnel
• Progression system agreed
• Amendment of post-provisioning norm to support
  poor schools

17
gt Service Delivery Access/coverage

• Coverage (Stats SA , General Household Survey)
• Continuing high coverage and tending
  improvements
• 97,9 of 7-15 year olds attending an educational
  institution in 2005, compared to 96,3 in 2002
• 70 of 5-year olds attending in 2005 compared to
  40,2 in 2002
• 85,9 of 6-year olds attending in 2005 compared
  to 59,6 in 2002
• 25 increase in full-time equivalents in FET
  colleges between 1998 and 2004
• Good progress on removing school fees as obstacle
  to access
• Decline in proportion raising school fees as
  obstacle, from 39,6 in 2002 to 35,4 in 2005
  (GHS 2005)
• Latest complete info on fee exemptions not
  available but evidence that system is working
  high proportion of exemption applications grant
  (82 in 2004)
• 7 687 no fee schools with adequacy benchmark
  funding introduced on voluntary basis in 2005,
  affecting 2,6 million learners

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gt Service Delivery Measurement Systems

• Key drivers of quality and planning
• Need to be able to assess learner achievements to
  prioritise interventions, support teachers and to
  promote accountability
• Good progress
• Systemic evaluation institutionalised critical
  feedback to the system need to expand
  (included in 2007 priorities)
• Integrated quality management system operational
  for teacher performance assessments
• Significant roll-out of SA-SAMS (electronic
  schools management system) important basis for
  roll-out of learner tracking system
• Western Cape introduction of learner
  identification tracking system design and
  tenders for a national system proceeding
• Audit of school conditions (update of School
  Register of Need) as base for asset registers and
  facilities planning and management proceeding.
  More than 15,000 institutions assessed by end
  July 2006

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gt Utilisation of earlier funding 2004 Priorities

• 2004 Budget saw
• Increases in overall provincial equitable share
  (about R20 billion) partly motivated for in terms
  of curriculum implementation (especially FET)
  prioritising of non-personnel non-capital
  expenditure in public ordinary school education)
  capital expenditure in education
• Provincial infrastructure grants increases (R1,5
  billion)
• Transfer of PSNP
• Result
• Successful transfer of PSNP good progress in
  building widening the programme
• Saw strengthening of NPNC capital budgets

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gt Utilisation of earlier funding 2005 Priorities

• 2005 saw
• Additions to overall provincial equitable share
  (R7,5 billion)
• FET college recapitalisation (R1 billion from
  2005/06, R0,05 billion for preparation
  initiation)
• Educator remuneration (R6,9 billion)
• Result
• Growth in additions to education slowed
• Strong planning for FET recap money being
  transferred to colleges
• Remuneration agreement only reached in 2006

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gt PC 15 FEB 2005 - Challenges Medium plan roll
out strategy

• The Department of Education having monitored and
  evaluated the infrastructure delivery method,
  have identified the challenges and are in the
  process of have developing a strategy to address
  these
• Joint meetings will take place with PED , the
  implementing agent to review the progress of all
  projects.
• A meeting with National Public Works to review
  the delivery chain with regards to
  infrastructure delivery.
• The Department will strengthen its participation
  in the Infrastructure Delivery improvement
  Programme (IDIP) of National Treasury in order to
  develop an infrastructure development model.
• The department is currently reviewing various
  alternative building technologies and building
  materials
• The development of a comprehensive audit to
  establish base line information will also be
  undertaken
• Development of minimum infrastructure packages
  for new and existing

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gt PC 15 FEB 2005 - Challenges Medium plan roll
out strategy

• The department will cost engineer the current
  designs in relation to effective delivery by
  implementing agents
• Alternative financing models are also being
  reviewed
• The department is currently developing a
  preventative maintenance strategy, that would
  deal with the day to day maintenance, emergency
  maintenance, preventative maintenance.
• The development of Public Private Partnerships
  will be investigated to ensure that cost
  effective AND speedy delivery can take place.
• The schools Register Of Needs (SRN) will be
  updated in line with the national schools audit
  and the infrastructure monitoring system.

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gt PC 15 FEB 2005 - Challenges Medium plan roll
out strategy

• The Minister will meet jointly with the MECs for
  Education and Public Works to discuss issues of
  service delivery and to agree to a turnaround
  strategy.
• The roles and responsibilities of all role
  players will be clearly be outlined and their
  performance will be monitored.
• Clear targets and timeframes will be set after
  consultation with Cabinet.

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gt Process undertaken April 2005-April 2006

• April 2005
• Joint MinMec met in April 2005 to iron creases in
  service delivery between Public Works and PEDs
• A joint task team was set up to deal with
  blockages in delivery
• PEDs and PDPW Mecs and Hods to collaborate
  service leave agreements to be finalised
• National Treasuries Infrastructure Delivery
  programme adopted
• DoE to received monthly reports on targets and
  new incidents driven by MECs

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gt Process undertaken April 2005-April 2006

• April 2006 - Joint task team reports.
• Finds poor planning and alignment of planning
  cycle perpetuates roll-overs leading to poor
  quality spending
• Lack of capacity and skills
• Inefficient processes for the procurement of
  professional services
• Poor relations and lack of effective
  communication within departments

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gt Process undertaken April 2005-April 2006

• April 2006 - Joint task team reports.
• Significant progress on IDIP
• A proposal on alignment of budgeting and planning
  adopted
• Capacitation plans and planning toolkit developed
  for PEDs by IDIP
• Service delivery agreements entered into
• Appointment of technical assistants
• National Audit of schools underway and on track

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gt Initiatives and progress Infrastructure
provision

• While needs remain huge some progress in
  planning, budgeting and provision
• Infrastructure Development Improvement Programme
  (IDIP National Treasury)
• Assessed infrastructure capacity and plans for
  capacitation
• Technical support
• Implementing better alignment of planning and
  budgeting and hence spending
• National Education Infrastructure Management
  System (NEIMS)
• Update of School Register of Needs
• Strengthen through more refined assessment, more
  detailed information, accessibility of data, GIS
  mapping and school level information (including
  photographs)
• Completed April 2007. Nearly 20,000 school
  institutions assessed to date
• Strengthened basis information for asset
  registers, facilities management systems and
  planning budgeting

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gt Initiatives and progress Monthly provincial
infrastructure report

• 2005/06
• 5,222 classrooms added to existing schools
• 987 schools provided with water
• 2,259 school provided with sanitation
• 488 schools provided with electricity
• While needs remain huge some progress in
  planning, budgeting and provision
• First 3 months of 2006/07
• 8 new schools completed (target 168)
• 901 classrooms at existing schools completed
  (target of 5,827)
• 179 schools provided with water (target 597)
• 294 schools provided with sanitation (target
  2,211)
• Little progress reported on electrification but
  coordination and information problematic

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Status of needs, targets and progress

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(No Transcript)
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gt CONCLUSION

• Strong legislative framework in place to drive
  adequacy and equity to improve learning outcomes
  quality
• Legal framework being strengthened to ensure
  access and resourcing for quality
• While variety of resource pressures, budgets
  improving to improve capital and non-personnel
  recurrent resourcing
• Key initiatives and monitoring in place to drive
  further planning and provisioning
• Need to assess whether there is a need for a
  national building programme to effect economies
  of scale especially in light of pressures on
  infrastructure needs in the economy

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Improved Infrastructure Delivery Cycle
3 Year MTEF Period
Current Infrastructure Delivery Cycle
Project Design
Project Tender
Project Implementation
Rolled Over Unspent Budget
Infrastructure Planning
Eg. Conditional Grant for FET given to DoE by NT
Improved Infrastructure Delivery Cycle
Project Design
Project Tender
Project Implementation
Planned Multi-year Commitments
IPMP
IPIP
Infrastructure Planning
Monitoring Reporting
IPIP Infrastructure Programme Implementation
Plan Prepared by Implementing Agent and submitted
to Client Department for approval. Contains the
details of how the list of projects issued by the
Client Department will be implemented.
IPMP Infrastructure Programme Management
Plan Prepared by Client Department and given to
Implementing Agent. Contains list of projects and
where they are located.
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Required Capacity for Departmental Infrastructure
Units
These are all the concurrent infrastructure
delivery activities that need to be undertaken in
any 1 year.
Departments therefore need to have the capacity
to undertake all these concurrent activities.
Improved Infrastructure Delivery Cycle
Project Design
Project Tender
Project Implementation
Planned Multi-year Commitments
IPMP
IPIP
Infrastructure Planning
Monitoring Reporting
LEGEND IPMP Infrastructure Programme
Management Plan IPIP Infrastructure Programme
Implementation Plan
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THANK YOU