1 IMPROVEMENT OF SCHOOL INFRASTRUCTURE AND LEARNING RESOURCES Portfolio Committee on Education 15...

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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

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• 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

> Legislative framework for school resourcing

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> 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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> Provincial Education Spending and Budgets – Overall Picture

2002/03 2005/06 2008/09

R millionAudited Preliminary

Medium-term

estimateCurrent payments 49,422 65,358 84,199

Compensation of employees 45,522 58,175 70,935Goods and services 3,896 7,165 13,259Other 5 18 5

Transfers and subsidies 1,810 3,791 5,712Payments for capital assets 1,531 2,808 4,953TOTAL 52,763 71,957 94,865

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> Spending and budgets – Strong real growth, particularly for non-personnel recurrent & capital

Average Annual growth

2002/03 to

2005/06

2005/06 to

2008/09Current payments 9.8% 8.8% Compensation of employees 8.5% 6.8% Goods and services 22.5% 22.8% Other 57.2% -34.0%Transfers and subsidies 28.0% 14.6%Payments for capital assets 22.4% 20.8%TOTAL 10.9% 9.7%

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> Spending and budgets – Composition of budgets shifting towards non-personnel

2002/03 2005/06 2008/09

% of total spendingAudited Preliminary

Medium-term

estimatesCurrent payments 94% 91% 89%

Compensation of employees 86% 81% 75%Goods and services 7% 10% 14%Other 0% 0% 0%

Transfers and subsidies 3% 5% 6%Payments for capital assets 3% 4% 5%TOTAL 100% 100% 100%

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> Spending and budgets – Infrastructure budgets

Spending on Buildings and Other Fixed Structures, 2002/03 to 2005/06

0

100

200

300

400

500

600

700

800

900

EC FS GP KN LP MP NC NW WC

Province

R m

illio

n 2002/03

2003/04

2004/05

2005/06

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> Spending and budgets – Infrastructure budgets

Spending & Budgets for Buildings and Other Fixed Structures, 2005/06 to 2008/09

0

200

400

600

800

1,000

1,200


Province

R m

illio

n

2005/06

2006/07

2007/08

2008/09

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> Spending and budgets – non-personnel recurrent

Non-Personnel Recurrent Spending, 2005/06 to 2008/09

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000


Province

Ran

d M

illio

n

2005/06

2006/07

2007/08

2008/09

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> Spending and budgets – non-personnel recurrent per learner

Actual and Projected Per Learner Non-Personnel Recurrent: 2005/06 and 2008/09

0

500

1,000

1,500

2,000

2,500

Province

Ra

nd

2005/06

Projected2008/09

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> Expenditure Outcomes 2005/06 (Capital)Provincial Education - 2005/06 Expenditure Outcome: Capital

2005/06

ProgrammeMain

appropriationAdjusted

appropriationPreliminary

ExpenditureR 000 R 000 R 000

Eastern Cape 346,356 353,620 339,754 98.1% 96.1%Free State 62,155 84,448 63,077 101.5% 74.7%Gauteng 525,492 585,590 520,561 99.1% 88.9%KwaZulu-Natal 780,983 880,983 740,572 94.8% 84.1%Limpopo 477,183 492,256 378,807 79.4% 77.0%Mpumalanga 252,974 342,078 179,032 70.8% 52.3%Northern Cape 31,116 31,745 32,695 105.1% 103.0%North West 192,491 269,886 259,564 134.8% 96.2%Western Cape 233,972 335,703 294,065 125.7% 87.6%Total 2,902,722 3,376,309 2,808,127 96.7% 83.2%

Expenditure as a % of Main

Appropriation

Expenditure as a % of Adjusted Appropriation

Close to 100% of main appropriationUnderperformance in Free State, Limpopo and MpumalangaExpenditure performance significantly up on previous yearsKey issues being dealt with, with support of IDIP; resourcing of physical planning function a key issue

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Provincial Infrastructure Budget Allocations

459 501

1162

32003390

3578

4052

4953

17912099

481

0

1000

2000

3000

4000

5000

6000

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

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• 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

> Initiatives and progress – School resourcing and no fee schools

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• 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

> Initiatives and progress – Qids-up

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• 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

> Service Delivery – Inputs and Adequacy

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• 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

> Service Delivery – Access/coverage

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• 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

> Service Delivery – Measurement & Systems

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> 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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> 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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• 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

> PC 15 FEB 2005 - Challenges – Medium plan roll out strategy

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• 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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• The Minister will meet jointly with the MEC’s 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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• 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

> Process undertaken April 2005-April 2006

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• 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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• 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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• 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

> Initiatives and progress – Infrastructure provision

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• 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

> Initiatives and progress – Monthly provincial infrastructure report

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Status of needs, targets and progress

• 30-Sep-04 30-Jun-06 31-Mar-06 2006/7 30-Jun-06Balance Completed Balance Planned Completed

New Schools 2448 98 2350 168 8Classrooms needed 49935 5222 44713 5827 901Water 4774 987 2465 597 179Sanitation 4300 2259 2134 2211 294Electricity 5233 488 4030 2312 29

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Incidents 30-Sep-04 30-Jun-06 30-Jun-06Balance CompletedCompleted

Lrns under trees 549 549 0Inapproriate strucutures 3199 942Platoon 484 73

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• 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

> CONCLUSION

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A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J JYear 4Year 0 Year 1 Year 2 Year 3

Project Design

Project Tender

Project Implementation

Project Design

Project Tender

Project Implementation Planned Multi-year Commitments

Rolled Over Unspent Budget

3 Year MTEF Period

Current Infrastructure Delivery Cycle

Improved Infrastructure Delivery Cycle


Eg. Conditional Grant for FET

given to DoE by NT

Infrastructure Planning

IPMP IPIPInfrastructure Planning

Project Design

Project Tender




Project Design

Project Tender




Each Infrastructure Delivery Cycle is characterized by under-expenditure and rolled over unspent budgets

IPMP = Infrastructure Programme Management PlanPrepared by Client Department and given to Implementing Agent.Contains list of projects and where they are located.

IPIP = Infrastructure Programme Implementation PlanPrepared 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.

Monitoring & Reporting

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A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J JYear 4Year 0 Year 1 Year 2 Year 3

Project Design

Project Tender



LEGEND: IPMP – Infrastructure Programme Management PlanIPIP – Infrastructure Programme Implementation Plan

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.


Project Design

Project Tender




Project Design

Project Tender




Project Design

Monitoring


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THANK YOU

1 IMPROVEMENT OF SCHOOL INFRASTRUCTURE AND LEARNING RESOURCES Portfolio Committee on Education 15...

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