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Umalusi’s presentation to the Portfolio Committee on Basic Education on the
2012/13 Annual Report______________________
15 October 2013
Dr Mafu S Rakometsi
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Purpose / Mandate Summarised External Environment : Impact on
Umalusi Organisational Performance per Unit Financial Information Current Issues and Way Forward Conclusion
Overview
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Umalusi’s mandate is determined by two Acts namely, the National Qualifications Framework Act of 2008; and the General and Further Education and Training Quality Assurance Act of 2001 amended in 2008.
Umalusi therefore reports as a Quality Council.
Mandate Summarised
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Qualifications and Standards: Develop and manage a sub-framework
of qualifications in collaboration with SAQA and the other two QCs supported by the necessary quality assurance policies and processes.
Mandate Summarised 2
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Quality Assurance: Develop and implement the necessary
policies i.r.o.: Quality assurance of provision - Accredit
private providers of education and training and assessment and monitor the public system; and
Quality assure assessments at exit points and certify learner achievement.
Mandate Summarised 2
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Information
Maintain a database of learner achievements and related matters; and submit such data in a format determined in consultation with the SAQA for recording on the national learners’ records database
ResearchCommission and publish research on issues of
importance to the development and implementation of the sub-framework
Mandate Summarised 2
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Advice and Collaboration
Formalization of relationships which include: Advice to the relevant Minister on matters relating
to the GFET sub-framework of qualifications Collaboration with the SAQA and other QCs in
terms of the NQF Establishment of co-operative relationships with
professional bodies Advocacy of the sub-framework and its
qualifications
Mandate Summarised 4
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Certain aspects in the macro environment that have affected Umalusi are as follows: The passing of the NQF Act in 2009; changes in
the roles and responsibilities of the various bodies in the quality assurance landscape;
The amendment of the various Acts that govern the work of the QCs which has required more capacity and a review of Umalusi’s positions and approaches; and
Varying views on the nature of standard setting and quality assurance.
External Environment : Impact 1
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The National Development Plan (released Nov 2011) provides useful diagnosis and identifies critical educational challenges to be addressed
The process of collaboration with SAQA (and with the other QCs) in the transition to the NQF Act has meant that staff have been extensively involved in both Ministerial and SAQA task teams
In December 2012, the NQF is regulated and QCs advised to finalise their sub-frameworks accordingly
The white paper on the post school system has been completed, but has not been publicly released
External Environment : Impact 2
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The Department of Higher Education and Training has created significant changes in terms of the Acts relating to colleges, but appears to be vacillating about the qualifications it wishes to offer: NC(V) task team report has not been released; uncertainty regarding the location of the N-programme continues
The Department of Basic Education is implementing the CAPS - Umalusi is currently analysing the changes made to the curricula
The fate of adult learners remains in the balance as energy is dissipated into conflicting qualification processes: planning for the funding and rollout for the NASCA seems limited.
External Environment : Impact 3
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Umalusi argues that educational standards and quality are set and maintained through a combination of processes and interventions. The 2012/2013 quality assurance regime was designed to include the following:
Evaluation and benchmarking of existing qualifications and curricula (Intended curriculum) and issuing authentic certificates; development of new qualifications and curricula
Ensuring through external moderation processes and benchmarking that assessments at exit points are of an acceptable standard and that the examinations are conducted in a credible manner through verifying the national and provincial monitoring systems (Examined curriculum)
Ensuring that standardisation processes are reliable, consistent and that standardization decisions are upheld
Accrediting private institutions (schools, FET colleges and Adult Centres), and private assessment bodies to offer / assess the qualifications it certifies (Enacted curriculum)
Quality Assurance Regime 2012/2013
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The role of QCC is to ensure and enhance the status and quality of the qualifications Umalusi certifies. Quality assuring the qualifications and their related curricula is QCC’s contribution to the overall quality of the certificate which Umalusi issues. This function also oversees the issuing and verification of certificates.
(Qualifications: SC; NSC; N3; NCV 2,3,4; GETC: adults)
Qualifications, Curriculum & Certification Unit (QCC)
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Qualifications, Curriculum & CertificationApril 2012 – March 2013 COMMENT
SQualifications Sub-framework
Umalusi worked through and responded to public comment on the GFETQSF(gazetted in Dec 2011)
Progress with two adult qualifications: NASCA gazetted for public comment and finalized; awaiting response from Ministry about the NIC
Policy for the management of qualifications on the GFETQSF and Umalusi’s policy, Standards and Quality Assurance for General and Further Education and Training, updated for November 2012 Council
Qualifications Standards Committee met as per plan
The NC(V) review presented to the Minister: DHET by the Task Team in Sept 2012; additional inputs submitted March 2013
Relationships with Departments, SAQA, QCs maintained
Completed as per plan
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Qualifications, Curriculum & Certification
April 2012 – March 2013 COMMENTSCurriculum evaluated and benchmarked
NC(V) – N-course comparison for selected engineering subjects report launched and well received; NC(V) Services Subjects report launched and well received – March 2013
CAPS research extended to include Intermediate and FET phases (urgency of latter); LO and services subjects being analyzed in NSC also; Senior Phase early in 2014
Being undertaken as per plan
Certification
Certification systems (all qualifications) developed or enhanced
195 711 certificates (all qualifications), excluding subject certificates and statements (240 547) (Total : 436 943; 2011/12 Total: 1 028 904; due to change in funding structure)
Issued in line with directives and guidelines
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This function entails establishing, maintaining and improving standards and quality in assessment at exit points in General and Further Education and Training. In order to fulfil this function, Umalusi uses five key processes:
external moderation of question papers; verification of monitoring the conduct of examinations; external moderation of marking; external moderation of continuous assessment; and standardisation of assessment results.
(Qualifications: SC; NSC; N3; NCV 2,3,4; GETC: adults)
Quality Assurance of Assessments Unit (QAA)
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Quality Assurance of Assessment
April 2012 – March 2013 COMMENTSExt Moderation of Question Papers:
NSC: 330 question papers (DBE + IEB )
57 trial question papers (SACAI)
ABET : 76 question papers (DBE + IEB)
NCV level 2-4 : 246 question papers
SC : 74 question papers
Completed as per plan
Reports submitted to the Ministers of Basic and Higher Education on all 2012 exams
Moderation of marking:
NSC: 21 subjects (All 21 on site and 13 centralized )
ABET: 17 learning areas across (PDE’s) & 8 learning areas (IEB)
NCV level 2 -4 : 83 subjects
Completed per plan
Reports submitted to the Ministers of Basic and Higher Education on all 2012 exams
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Quality Assurance of AssessmentsApril 2012 – March 2013 COMMENTS
Internal assessment:
NSC: Phase 1- 8 subjects across 4 PDE’s
Phase 2 - 8 subjects across 9 PDE’s and IEB
ABET: 8 learning areas across 9 PDE’s and IEB
NCV: 48 subjects (L2-4) sampled across colleges
All internal assessment moderated as per plan
Reports submitted to the Ministers of Basic and Higher Education on all 2012 exams
Verifying monitoring conduct of exams:
NSC: 207 sites
ABET: 40 sites
NCV: 66 sites
All monitoring conducted as per plan
Reports submitted to the Ministers of Basic and Higher Education on all 2012 exams
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Quality Assurance of AssessmentsApril 2012 – March 2013 COMMENTS
Monitoring marking of exams:
NSC: 79 sites
ABET: 7 sites
NCV: 4 central and 66 sites
Completed as per plan
Standardisation:
Assessment outcomesStandardized for 11 examinations (SC, NSC, NCV, N3, GETC:ABET)
Completed as per plan
Reports submitted to the Ministers of Basic and Higher Education on all 2012 exams
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The evaluation and accreditation function is responsible for accrediting private institutions through quality assurance of their provision for the qualifications Umalusi certifies.
The unit evaluates;
The capacity of education and training providers to implement registered qualifications and approved curriculum they seek accreditation for; and
The quality of the enacted curriculum in providers i.e. teaching and learning at the required standard
The capacity of assessment bodies to conduct practical, internal, and external assessment of learner achievement, leading to the issuing of registered qualifications by Umalusi as well as the standards of assessments (products and marking processes)
Evaluation and Accreditation Unit (E&A)
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Accreditation of Private Providers
March 2012 – April 2013 COMMENTSIndependent Schools: 68 new applications processed; 556 monitored
Completed per plan
Private FET Colleges: 148 new applications processed; 480 monitored
Registration 472 Umalusi providers referred to DoE 213 SETA providers processed and referred to DHET
Completed per plan
AET Centres 6 new applications processed; 68 monitored
Completed per plan
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Accreditation of Private ProvidersInstitutional Site Visits
April 2012 – March 2013 COMMENTS
Independent schools – 220 sites visited Completed per plan
Private FET – 38 college sites visited
Program approvals – 75 processed
Completed per plan
Private AET - 4 centres site visited
Extension of scope - 55 processed
Completed per plan
Policy and Criteria for the accreditation of independent schools and private assessment bodies was approved by the Minister of Basic Education in October 2012
Draft guidelines for the accreditation and registration of independent schools (as institutions of learning and as exam centres) were developed in conjunction with the DBE and are now being finalized
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Evaluation and Accreditation of Assessment Bodies
April 2012– March 2013 COMMENTSIndependent Examinations Board (IEB) accredited to assess the NSC
IEB’s accreditation to assess the GETC is being considered
Completed per plan
Completed per PAJA
SACAI is provisionally accredited to assess the NSC and is piloting the exams
SACAI’s performance being monitored
Systemic evaluation of 4 PDEs completed Completed per plan
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The mandate of the SIR unit is to conduct research as identified by the needs of the organisation and report on the key indicators of quality and standards in general and further education and training; to establish and maintain databases; to lead statistical research and analysis; and to inform and provide statistical support for the work in other units. The SIR Unit also plays a role in organizational and professional development at Umalusi.
Statistical Information and Research Unit
(SIR)
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Statistical Information and Research April 2012– March 2013 Comment
Developing a framework for assessing and comparing cognitive challenge of home languages examinations
Report published
The standards of National Senior Certificate Home Languages examinations: a comparison of South African official languages
Report published
NSC pass requirements: a discussion document on the NSC pass mark
Report published
Towards a construct for assessing high level language ability in Grade 12
Report published
Academic literacy at Foundation Phase level: an exploratory investigation
Report published
Item Response Theory - Related research conducted Ongoing
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Governance and Office of the CEO (GOCEO)
This unit ensures that: Strategic and Annual Performance Plans are in place and that the organisation carries out its remit Corporate Governance as per King 111 is implemented Advocacy of Umalusi’s work through
public relationship management Stakeholder relationships managed
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Governance and Office of the CEOApril 2012 – March
2013COMMENTS
Strategic and annual performance plans developed, implemented and monitored
New planning cycle developed and organisational reports published as required
Policies developed and implemented after Council approval
Performance evaluated and monitored quarterly
Organisational governance maintained
Council meetings conducted, committees supported and services rendered
PR and communications strategy implemented
Communication strategy implemented per plan
Stakeholder relationships established and managed
Relationships forged and maintained with political structures, DBE, DHET and other statutory and quality assurance bodies
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Information Technology SystemsApril 2012 – March 2013 COMMENTS
Hardware procured
•290 computer components•20 personal computers•2 Servers •7 laptops•37 new network points•1 iPad
Equipment installed with SLAs implemented and network support meeting expectations.
•59 personal computers in total•23 servers in total•58 laptops in total•360 network points (includes the telephone points) in total•10 iPads in total
Software
23 different applications Software licensing up to date.
Network support
Business continuity
Disaster Recovery plan implemented and LAN upgraded together with revamp of the building. Started with planning for the implementation of a VPN through Sita.
Systems
•Management Information system
•Mainframe Certification system
• MIS project is ongoing improving operational output
• System successfully supported certification of NCV, NSC and GETC and quality assurance of the examination results
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Finance, HRD & Admin SupportApril 2012 – March 2013 COMMENTS
Finance, SCM and buildings
Unqualified audit (history of organization)
Creditors were paid within 30 days
Surpluses invested at CPD
All assets registered and labeled
Clean audit this year.
Internal renovations to building successful despite space constraints, therefore requested for purchase of additional premises next door
Human Resources Management & Development
Bursaries to staff – 13
In house training – 7
Short courses – 30
All 83 staff benefitted
Vacancy rate- 17%
Turnover rate -10%
Development of staff a priority with greater budget demands for 2012/13 and beyond
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Financial Performance 2012/13
Revenue Amount
Certification, verification and accreditation 36 292 469
Department of Basic Education Grant 42 330 000
Interest and other income 2 904 547
Total Income R 81 527 016
Expenditure 89 057 859
Deficit R 7 530 843
The deficit is due to certificates requested in March 2012 instead of June resulted in the increased revenue reflected last year 2011/12 (R 17,9m) and consequently a deficit for this year
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Financial Position 2012/13
Assets 27 002 083
•Property & equipment 26 939 624
•Intangible assets 62 459
Current Assets 37 725 039
•Trade & other receivables 2 422 236
•Cash & cash equivalents 35 302 803
TOTAL ASSETS R 64 727 122
Equity 54 086 362
• Accumulated surplus 45 889 740
• Revaluation reserve 8 196 622
Liabilities
•Trade & other payables 10 640 760
TOTAL EQUITY & LIABILITIES R 64 727 122
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UMALUSI 3 YEAR FORECAST2012/13 2013/14 2014/15 2015/16 2016/17 R 92 952
000R 110 704 500 R 127 327
758R 141 663
237R 159 718
730
From 2013/14 the Department of Basic Education has funded Umalusi mandate so that certification fees are not collected from Provincial Departments and public FET colleges any longer. This is immensely appreciated with thanks and is the culmination of support from all stakeholders and this parliamentary Portfolio Committee.
Y/Y Percentage Increase
18% 19% 15% 11% 13%
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Total Income 2000/01 (actual) to 2016/17 (budget)
YEAR REVENUE BUDGET DBE GRANT GRANT%
2000/01 R 6,150,786 R 0 0
2001/02 R 7,027,948 R 0 0
2002/03 R 13,757,861 R 1,513,000 11
2003/04 R 18,076,902 R 3,050,000 17
2004/05 R 23,547,626 R 12,869,000 55
2005/06 R 28,603,979 R 7,690,000 27
2006/07 R 32,972,345 R 10,286,000 31
2007/08 R 36,013,566 R 12,652,000 35
2008/09 R 46,434,368 R 16,044,000 35
2009/10 R 52,442,731 R 16,494,000 31
2010/11 R 59,464,754 R 17,350,000 29
2011/12 R 92,219,718 R 18,391,000 20
2012/13 R 81,527,016 R 42,330,000 52
2013/14 R 110,704,500 R 97,662,000 88
2014/15 R 127,327,758 R 107,354,000 84
2015/16 R 141,663,238 R 112,705,000 80
2016/17 R 159,718,730 R 118,678,000 7432
BUDGET ALLOCATION INCREASE REQUIRED 2014 ONWARDS
YEAR BUDGET DBE GRANT GRANT%2013/14 R 110,704,500 R 97,662,000 88
2014/15 R 127,327,758 R 107,354,000 84
2015/16 R 141,663,238 R 112,705,000 80
2016/17 R 159,718,730 R 118,678,000 74
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REVENUEBUDGET 2014/15
BUDGET 2015/16
BUDGET 2016/17
Department of Basic Education Grant R
107,354,000R
112,705,000R
118,678,000
Additional Funding required from Department of Basic Education
4,173,758
10,788,237
20,145,230
Implementation of the GFETQSF (new qualifications, curriculum development , different interpretations of mandate)
Setting standards for the GFETQSF (Norm referenced to Criterion referenced – use of IRT)
Full accreditation roll-out Budget requirements in the years going forward
i.t.o. grant
Current Issues and the Way Forward
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Umalusi wishes to thank Mrs HH Malgas,
Chairperson of the
Portfolio Committee,
and
the members for their support
Conclusion
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