Umalusi’s budget review presentation to the Portfolio Committee for Basic Education and

Training02 March 2010

Cape Town

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Overview

• Umalusi mandate• Vision, mission, goals and KRA’s• 2009/10 Budget (Current)• 2010/11 Budget (Forecast)• Three Year Budget Forecast• Conclusion

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Umalusi Mandate 2009

• As a new Quality Council to develop and manage a sub-framework of qualifications for general and further education and training framework;

• To develop and quality assure qualifications and curriculum;

• To quality assure assessments at exit points; • To certificate learner achievements;• To quality assure provision and accredit private

providers of education and training, and assessment;• To conduct research related to the sub-framework; and • To advise the Minister

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Vision & Mission

Umalusi Council and staff are committed to continuous improvement of quality and standards in general and further education and training and as leaders with expert knowledge in the sector, to develop and secure standards by

• quality assuring qualifications and curricula• confirming that assessment is fair, valid and

reliable,• quality assuring the provision of education,

training and assessment providers,

in order to issue learners with certificates that arecredible.

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Goals

To:• Promote quality and appropriate standards • Maintain and improve educational standards through quality

assurance of qualifications and curriculum, assessment, and provision of education, training and assessment,

• Continuously develop in-depth knowledge and expertise in mandated areas through rigorous research,

• Report on the quality of education, training and assessment• Issue appropriate and credible certificates learner achievement in

terms of specific qualifications and subjects,• Provide reliable and credible leadership and guidance in quality

management 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.

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7 Key Result Areas

• Improving and maintaining the system for quality assuring assessment for certification

• Establishing and implementing a system for evaluation and accreditation of providers

• Establishing and maintaining a system to certify and quality assuring qualifications and curriculum

• Research, diagnose and report on quality in general and further education and training supported by statistical analysis.

• Developing and maintaining management support structures and governance

• Ensuring that Information Technology systems are established, maintained and improved

• Ensuring that finance, human resources and administrative support systems are maintained and improved

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2009/10 Budget (Current) Income Budget vs Actual

Accreditation Fees 2 000 000 1 706 192

Certification Fees 18 900 000 26 054 375

Department of Education Grant

16 494 000 16 494 000

Interest 2 000 000 1 472 287

Reserve Funds 10 449 713 0

Verification Fees 4 000 000 2 332 177

Other 0 480 084

R 53 843 713 R 48 539 115

As approved by the Minister of Education on 12 March 2009

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2009/10 Budget (Current)Expenditure Budget vs Actual

Quality Assurance of Assessment 9 014 366 7 172 386

Evaluation &Accreditation 3 439 366 1 807 320

Qualifications, Curriculum & Certification

3 765 076 2 586 587

Statistical Information& Research 1 689 365 1 958 088

Management Support Structures 1 566 785 1553 815

Corporate Services: IT 4 386 804 1 902 037

Corporate Services: Finance 5 362 304 2 603 785

Corporate Services: HRM & D 24 619 647 21 039717

R 53 843 713 R 37 159 666

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2010/11 Budget (Forecast)Quality Assurance of Assessments

OUTCOMES Current Budget

2010/11

Question papers moderated Marking standardizedModeration of CASSMonitoring of examsModeration of Common Tasks for Assessment (CTA’s)-Standards for assessment articulated and maintained Stakeholder relations established and managedManagement, support and governance structures maintained and improved

R 9 014 366

R 17 656 488( 96% increase)• PAM Doc•Sample sizes

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2010/11 Budget (Forecast)Evaluation and Accreditation

OUTCOMES Current Budget

2010/11

Accreditation and monitoring system for providers of education and training maintained and extendedProvisional accreditation and monitoringProvider siteMonitoring reportsPolicy developmentStakeholder relationshipsAccreditation and monitoring system for assessment bodies maintained and extended Monitoring of new and existing assessment bodies

R 3 439 366

R 4 080 000( 17% increase)

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2010/11 Budget (Forecast)Qualifications, Curriculum &

Certification

OUTCOMES Current Budget

2010/11

Develop and maintain qualifications sub-frameworkDevelop standards for new qualificationsCurricula are evaluated and/or developed.Certification of learner achievementMaintain and improve verification processes

R 3 765 076

R 4 456 000( 18% increase)

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2010/11 Budget (Forecast)Statistical Information and Research

OUTCOMES Current Budget

2010/11

Reporting (Printing of Reports)Sales of the ReportsResearch is planned, managed and implemented Provide statistical supports to other unitsResearch forum/committee maintainedStrategic support is provided to the organizationCollaboration with stakeholders on strategic researchStakeholders are engaged with through conferences and published documentsResource centre

R 1 689 365

R 2 195 000( 30% increase)

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2010/11 Budget (Forecast)Management Support Structures

OUTCOMES Current Budget

2010/11

Organisational planning and implementation and review of plansOrganizational governance is maintained Stakeholder relations established and managedPublic relations programme implemented

R 1 566 785

R 1 785 282( 14% increase)

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2010/11 Budget (Forecast)Corporate Services: Information

Technology

OUTCOMES Current Budget

2010/11

Information technology systems established, maintained and improvedCertification IT program effectively implemented Adequate computer hardware and software installed and maintained to support operations

R 4 386 804

R 5 044 779( 15% increase)

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2010/11 Budget (Forecast)Corporate Services: Finance

OUTCOMES Current Budget

2010/11

Finance and Accounting systems maintained and improvedSupply Chain Management system maintained and improvedBuilding and security systems maintained and improved

R 5 362 304

R 6 128 499( 14% increase)

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2010/11 Budget (Forecast)Corporate Services: Human Resource

Management and Development

OUTCOMES Current Budget

2010/11

Administration of Human resources HR development plans implemented General services providedRecords Management Services

R 24 619 647

R 28 135 426( 14% increase)

GRAND TOTAL R 53 843 713

R 69 481 474( 29% increase)

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Total Income 2000/1 (actual) to

2012/13 (budget)YEAR INCOME BUDGET DoE GRANT GRANT %

2000/01 R 6 150 786 0 0

2001/02 R 7 027 948 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 46 434 369 R 16 044 000 35

2009/10 R 53 843 713 R 16 494 000 31

2010/11 R 69 481 474 R 17 350 000 25

2011/12 R 80 656 970 R 18 391 000 23

2012/13 R 92 723 528 R 19 311 000 21

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3 Year Budget Forecast

2009/10 2010/11 2011/12 2012/13

R 53 843 713 R 69 481 474 R 80 656 970 R 92 723 528

Y/Y Percentage Increase

23% 29% 16% 15%

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Conclusion

Challenges include:

• The financial sustainability of the organisation through increased funding from DoBE / NT:

– Possible new funding model, – Move from certificate fee structure to a QA levy, and– Increase baseline allocation of the grant

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THANK YOU

Thanks to the portfolio committee chairperson Ms F Chohan and honorable members for this opportunity to present Umalusi’s budget review.

Your support is highly appreciated.