portfolio committee on basic education – 9 march 2010

PORTFOLIO COMMITTEE ON BASIC EDUCATION – 9 MARCH 2010

THREE-YEAR STRATEGIC PLAN FOR THE FINANCIAL YEARS: 2010 TO 2013

ONE-YEAR SERVICE DELIVERY PLAN FOR THE FINANCIAL YEAR: 2010/11

HONOURABLE MEMBERS OF THE EDUCATION PORTFOLIO COMMITTEE:Ms FI Chohan, Chairperson ANCMs N Gina ANCMs MT Kubayi ANCMr ZS Makhubele ANCMr KD Mataboge ANCMs AC Mashishi ANCMs FF Mushwana ANCMs G Saal ANCMs NW Madikizela-Mandela ANCMs N Mkhulisi ANCDr JC Kloppers-Lourens DAMr DC Smiles DAMs A Mda COPEMs L Adams COPEMr AM Mpontshane IFPMs HS Msweli IFPMr MH Hoosen IDMr NM Kganyango UDMMr RB Bhoola MFMs C Dudley ACDP

TABLE OF CONTENTS:

1. INTRODUCTIONAccounting Officer – Mr M Govender

2. SUMMARY OF PROGRAMMES - OPERATIONAL Accounting Officer – Mr M Govender

3. SUMMARY OF PROGRAMMES - BUDGET Chief Financial Officer – Mr J Moshakga

4. CONCLUSION Accounting Officer – Mr M Govender

1. INTRODUCTION:

As we enter 2010 with the theme “Perfecting the Art of Teaching”, it gives us great pleasure to present our

THREE-YEAR STRATEGIC PLAN FOR THE FINANCIAL YEARS: 2010 TO 2013

&ONE-YEAR SERVICE DELIVERY PLAN FOR THE FINANCIAL YEAR: 2010/11

Perfecting the art of teaching

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The ELRC is devoted to enable educators to deliver a standard of education that is reflective of our transformation as a nation.

A sound investment in our educators is ultimately an investment in our children.

The ELRC through its core services and special projects forms an integral part of our country’s primary goal to improve the overall quality of education in South Africa.

Perfecting the art of teaching

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ELRC aims to ensure quality in teaching and learning by:being Prudent through efficient use of resourcesbeing Compliant with laws and the will of the people

ELRC negotiates Policies that ensures professionalism and service delivery in public education

The Social Contract of the Unions is self realised and achieved:through the organised profession’s commitment to quality

educationthrough the establishment of a partnership with the other

role players in education

VISIONTo strive towards the continuous maintenance and promotion of labour peace, accomplished in the spirit of parties to the Council working together and contributing towards the transformation and development of quality South African Public Education Sector.

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MISSION

To be the leading provider of quality, effective, efficient and non-partisan administration and facilitative mechanisms for labour peace and for the development of a quality South African Public Education Sector.

EXECUTIVE SUMMARY

The core business of the ELRC is primarily Dispute Resolution Services and Collective Bargaining. In 2008 the ELRC expanded the scope of its constitution to include bargaining and dispute resolution for the FETC sector.

On the 17th February 2009 Collective Agreement 1 of 2009: Further Amendment of the ELRC constitution as certified by the Registrar of Labour on 25th April 2007 and as ratified by Collective Agreement 6 of 2007 was signed. The Founding Agreement: Further Education and Training Colleges sector interim Bargaining Unit within the ELRC was signed on the 9th June 2009. In 2009 the Registrar of Labour Relations had approved the variation of the scope of Council to include the FETC bargaining.

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EXECUTIVE SUMMARY (Continued…)

It is envisaged that with the new scope as approved by the Registrar of Labour Relations, the ELRC will become a true bargaining sector and thus in future will include the non-educators for both Basic and Higher Education.

The accompanying operational plans and budgets have been developed to include Dispute Resolution Services and Collective Bargaining for the now current sectors which include:

Basic Education (PART B – page 17)Higher Education and Training (PART C – page 203)

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Investment Sub Committee

Interview Sub Committee

Higher Education and Training Bargaining

Chamber

Basic Education Bargaining Chamber

25 Delegates Employer

25 Delegates Trade Unions

10 Delegates Employer

10 Delegates Trade Unions

ELRC - PRESENT

ELRC - FUTURE

Interview Sub Committee

380 000 Educators8 000 Lecturers

Finance Sub Committee

Legal Sub Committee

Budget Sub Committee

EXECUTIVE COMMITTEE

H R Sub Committee

Finance Sub Committee

EXECUTIVE COMMITTEELegal Sub Committee

H R Sub Committee

Investment Sub Committee

Budget Sub Committee

Basic Education Bargaining Chamber

EducatorsBargaining

Unit

PS Employees in Education

Bargaining Unit

Higher Education and Training Bargaining

Chamber

Lecturers and Managers

Bargaining Unit

Support Staff Bargaining Unit

ELRC SERVICES

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DISPUTE RESOLUTION SERVICES

COLLECTIVE BARGAINING

Basic Education

CORE SERVICES

Basic Education

National

Higher Education and Training

National

SUPPORT SERVICES1 Management, Intervention and Facilitation Services2 Compliance and Investigation Services3 Governance Support Services4 Mobilising Employees Services5 Research and Development6 Training and Development7 Media and Communication8 Finance and Accounting Services9 Facilities Management Services

Higher Education

and Training

Provincial

2. SUMMARY OF PROGRAMMES page10

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The activities of the Council are organised in the following five programmes:

Programme Sub-programme

1. Dispute Resolution Services

1.1 Dispute Resolution Services 1.2 Training and Development

2. Collective Bargaining

2.1 National 2.2 Provincial 2.3 Dispute Prevention Support Services 2.4 Governance Support Services

3. Executive Services

3.1Management, Intervention and Facilitation Services 3.2 Compliance and Investigation Services 3.3 Mobilising Employees Services 3.4 Research and Development 3.5 Media and Communication

4. Corporate Services

4.1 Finance and Accounting Services 4.2 Facilities Services

5. Capital Expenditure

5.1 Procurement of equipment and furniture

Programme 1: Dispute Resolution Services

Strategic Objectives

To resolve grievances and disputes in education

To ensure compliance with ELRC constitution

To promote the prevention of grievances and disputes

Establishment of quality control for awards

To ensure compliance with LRA

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Programme 1.1: Dispute Resolution Services – page 18


To coordinate training of Negotiators and Dispute Resolution Practitioners with the relevant knowledge & skills to carry out their responsibilities effectively and efficiently.

To coordinate the development of Panellists to carry out their duties effectively in order to increase productivity and efficiency.

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Programme 1.2: Training and Development – page 29

Programme 1: Dispute Resolution Services

Programme 2: Collective Bargaining Services


To conclude collective agreements in public education To ensure compliance with LRA

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Programme 2.1: Collective Bargaining – National – Page 35

Operational Objectives

Task Team reports Collective Bargaining Quarterly report Communication to ELRC stakeholder (The Negotiator

Publication) ELRC research reports workshops Ratification of Collective Agreements Vote Weights Research Annual Conference

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Programme 2.1: Collective Bargaining Services – National


To conclude collective agreements specific to the province

To ensure compliance with the ELRC Constitution.

To promote consultations iro National Education Policy Act.

To ensure implementation of national policies and collective agreements.

To promote consultation on matters of mutual interest

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Programme 2.2: Collective Bargaining Services – Provincial – page 43


HIV & AIDS and Employment Wellness

Dispute Prevention and Dispute Resolution

Curriculum Development

Realignment of schools

Early Childhood Development (ECD) and Adult Basic Education and Training (ABET)

18Programme 2.2: Collective Bargaining Services - Provincial

Eastern Cape – page 45


Safety of educators

Advertising and filling of posts

Further Education and Training Institutions

Skills development plan

19Programme 2.2: Collective Bargaining Services – Provincial

Free State – page 56


Adult Basic Education and Training (ABET)

National curriculum statement (NCS)

Performance management

Temporary educators


Gauteng – page 62

Operational ObjectivesAppointments in terms of amendments to EEADistribution of Curriculum Transformation PostPay, Grade, and Accelerated ProgressionsEducators Development Structured Upgrading

Programmes (NPDE/ACE/etc)PMDS for Office Based EducatorsSeminars on Challenges in Employment Equity and

Affirmative Action PoliciesPhasing out of Mainstream Educators


KwaZulu-Natal - 71


Provincial Collective Agreements

Filling of vacant posts

Advertisement and filling of posts

ABET and ECD


Limpopo – page 83


Post provisioning norms (MTEF)

Filling of posts

HIV/AIDS

Curriculum development


Mpumalanga – page 92


Early childhood development (ECD)

Teacher development

Inclusive Education/LSEN

Further Education and Training

National Teaching Awards


Northern Cape – page 98


School Health and Occupational safety

Educator Professional and Curriculum Development

HIV/AIDS and Educator Wellness

ECD, ABET and LSEN

Training and capacitating of negotiators

School safety


North West – page 108


Safe school environment

Training on:Negotiation Skills (Mutual Gains)The New Dispute Procedure and Labour Law

Excess educators

Transformation and Restructuring

Internal dissemination of Arbitration Awards


Western Cape – page 116

To provide support (shop stewards) in the prevention and resolution of disputes.

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Programme 2.3: Dispute Prevention Support Services

Strategic Objectives – page 122

To provide tools & information to stakeholders to govern the Council effectively & efficiently.

Programme 2.4: Governance Support Services Strategic Objectives – page 125

Programme 3: Executive Services


To ensure the sound management of the Council

To intervene and facilitate matters of national importance / that threatens labour peace

To evaluate and improve effectivenes of risk management, control and governance process

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Programme 3.1: Management, Intervention and Facilitation ServicesPage 140


To ensure the sound financial management of the Council.

To ensure adherence to relevant national laws & regulations, best practice and the established policies & procedures.

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Programme 3.2: Compliance and Investigation Services – page 145



To effectively mobilise employees to deliver the best services

To attract, develop & retain a highly qualified and diverse workforce.

To create a culture that promotes excellence throughout the Council.

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Programme 3.3: Mobilising Employees Services (HR) – page 150



To Conduct market research and needs analyses for the education sector to improve access to and quality of education

To engage in research to support the quality initiatives (NEG & DR) in public education.

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Programme 3.4: Research and Development – page 162



To comply with the Public Finance Management Act in compiling an annual and quarterly report.

To promote dialogue with the employees in order to develop a better understanding of the business

To build the corporate image of the ELRC with its stakeholders

To market the ELRCTo comply with the Promotion to Access of Information Act

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Programme 3.5: Media and Communication – page 167


Programme 4: Corporate Services


Implement, maintain and improve internal control procedure

Manage and regulate supply chain management processes

To identify and manage the risk assessment and fraud prevention plans

Sound cash flow management

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Programme 4.1: Financial Services – page 175


To provide the necessary resources and to ensure the effective utilisation of resources

Manage and safeguard assets of the Council

To maintain and upgrade infrastructure. Creation of a secure working environment

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Programme 4.2: Administration Services Page 184


Programme 5: Capital Expenses

Strategic Objective

To ensure timeous procurement of resources

To manage the property of the ELRC with particular focus on increased effectiveness, efficiency, economy, transparency and integrity

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Strategic Objectives – page 197

3. NOTES TO BUDGET

1. From the 1 July 2009 the scope of work carried out by secretariat has changed whereby new sub programmes were added and old sub programmes re-aligned as follows:

1.1 Executive Services will make up the following services:1.1.1 Management, intervention and facilitation

services1.1.2 Compliance and Investigation Services1.1.3 Mobilising employee’s services (HR)1.1.4 Research; and 1.1.5 Media and Communication

1.2 Corporate Services (Finance/Facilities services)1.3 Training and Development services are included under

Dispute Resolution Services.

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NOTES TO BUDGET (Continued…)

1.4 The Dispute Prevention Services has been incorporated into Collective Bargaining.

1.5 Governance Support is also included under Collective Bargaining

1.6 Negotiation Support Service changed to Collective Bargaining and will include Implementation of Acts, Agreements and Policy Development.

1.7 Capital Expenditure

2. The income of the FETC sector is insufficient to meet their expenditure. Consequently the Basic Education sector of the ELRC has to subsidise the deficit in the Higher Education and Training budget.

3. The budgeted income for 2009/2010 is based on a levy of R10 which is the same as in the previous year.

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As at end of first quarter 30 June 2009 the reserve funds stands at R30,489,335.

These funds are insufficient to carry us up to year 2011/2012.

We require an additional R19,587,144 to carryout all functions in year 2011/12 and 2012/13.

Savings in previous years would enable accumulation of funds which can be used in year 2011/12 and 2012/13.

CCEM/ CT

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Reserve funds as at 30 June 2009 30,489,335

Less: Transfer for 2009/10 and 2010/11 26,648,476

Total funds remaining end of March 2011 3,840,859

Funds required in 2011/12 and 2012/13 19,587,144

CCEM/ CT

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SUMMARY OF BUDGET – page 12

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Expenditure Expenditure Estimate Medium-term expenditure estimateSubprogramme Outcome Outcome Actual MTEF MTEF MTEF

Audited Audited Budget 2007/08 2008/09 2009/10 2010/11 2011/12 2012/13

Income Received 36 792 195 51 281 729 45 600 000 45 600 000 45 600 000 45 600 000

Transfers from Reserve Funds - - 9 523 722 18 120 332 9 550 657 13 566 024

EXPENDITURES 26 992 328 35 599 939 55 123 722 63 720 332 55 150 657 59 166 024

CORE SERVICES 22 349 490 30 812 465 46 435 223 50 374 549 46 854 327 50 140 061

1. Dispute Resolution Services 2 917 451 3 995 536 7 561 566 9 634 855 8 268 732 9 095 605

1.1 Dispute Resolution Services 2 917 451 3 628 371 6 585 228 8 419 386 7 960 216 8 756 237

1.2 Training & Development Services - 367 165 976 337 1 215 469 308 516 339 368

2. Collective Bargaining 15 155 398 18 021 185 24 091 489 28 499 248 28 413 840 29 855 526

2.1 Collective Bargaining (National) 2 324 411 1 464 774 3 565 240 5 874 248 5 404 639 5 945 103

2.2 Collective Bargaining (Provincial) 4 863 655 4 886 677 6 678 938 7 581 539 8 159 063 8 960 003

2.3 Dispute Prevention Support Services 7 967 333 11 669 734 13 847 312 13 847 312 13 847 312 13 847 312

2.4. Governance Support Services 699 037 462 114 1 087 409 1 196 150 1 002 826 1 103 109 SUPPORT SERVICES

4. Executive Services 4 276 641 8 333 629 13 694 759 12 240 446 10 171 755 11 188 931

4.1. Management, Intervention and Facilitation Services 569 233 1 941 146 5 760 271 2 420 100 2 662 110 2 928 321

4.2. Compliance and Investigation Services 1 845 182 2 323 852 1 400 000 1 540 000 1 694 000 1 863 400

4.3. Mobolising Employees Services 1 002 214 1 045 729 2 364 180 3 310 574 2 692 396 2 961 636

4.4 Research Services 1 855 497 1 800 000 1 980 000 - -

4.5. Media and Communication 860 012 1 167 406 2 370 309 2 989 772 3 123 249 3 435 574

5. Corporate Services 4 642 838 4 787 474 7 343 828 12 159 209 7 296 330 8 025 963

Finance, Accounting and Facilities Services 4 642 838 4 787 474 5 624 828 7 159 209 7 296 330 8 025 963

6. Capital expense 1 719 000 5 000 000 - -

7. Subsidy to Higher Education from Reserve funds 1 344 671 1 186 574 1 000 000 1 000 000

Total 9 799 867 15 681 790 - - - -

ALLOCATION OF BUDGET TO VARIOUS PROGRAMMES – page 13

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Summary of Budget – page 19

Expenditure Expenditure EstimateSubprogramme Outcome Outcome Actual MTEF MTEF MTEF


1.1 Dispute Resolution 2 042 109 2 329 195 4 098 726 4 508 599 3 826 550 4 209 205 1.2 Dispute Prevention - 120 812 255 000 280 500 246 050 270 655 1.3 Administration 1 885 444 315 373 200 410 520 345 872 380 459 1.4 Compensation of Employees 873 456 734 050 1 858 302 3 219 767 3 541 744 3 895 918 Total 2 917 451 3 628 371 6 585 228 8 419 386 7 960 216 8 756 237

Medium-term expenditure estimate

Programme 1.1: Dispute Resolution Services

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Allocation of Funds – page 19

Programme 1.1: Dispute Resolution Services

Summary of Budget – page 29

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Programme 1.2: Training and Development



Training of negotiators & dispute - 367 165 850 000 935 000 - - practitionersCompensation of Employees 126 337 280 469 308 516 339 368 Total 0 367 165 976 337 1 215 469 308 516 339 368


Summary of Budget - page 36

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2.1.1 Collective BargainingBargaining Meeting 511 758 628 587 772 940 850 234 786 630 865 293 Preparatory Meetings - - - - - - FET Bargaining 1 342 194 6 856 21 560 - - - FET Task Teams 26 145 21 560 - - - Public Education Bargaining 26 748 21 560 23 716 26 088 28 696 Annual Conference - - 750 750 825 825 - - Research QLT 1 400 000 - - Implementation of Collective Agreement 500 000 550 000 605 000 665 500 Compensation of Employees 460 853 648 162 1 301 870 3 359 073 3 694 981 4 064 479 Administration 9 606 128 276 175 000 265 400 291 940 321 134

Total 2 324 411 1 464 774 3 565 240 7 274 248 5 404 639 5 945 103


Allocation of Funds – page 36

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Summary of Budget – Page 44Expenditure Expenditure Estimate

Provincial Subprogrammes Outcome Outcome Actual MTEF MTEF MTEFAudited Audited Budget 2007/08 2008/09 2009/10 2010/11 2011/12 2012/13

Negotiation & Consultation 145 491 236 657 435 309 379 840 327 761 360 538 Eastern Cape 19 722 77 948 61 652 56 817 43 000 47 300 Free State 14 089 12 604 34 251 26 676 21 500 23 650 Gauteng 22 404 16 223 47 951 41 746 36 244 39 868 Kwazulu Natal 27 256 38 473 68 502 64 352 56 191 61 811 Limpopo 12 266 16 143 54 801 49 281 49 167 54 083 Mpumalanga 10 398 14 775 41 101 34 211 30 000 33 000 North West 11 087 16 475 44 400 37 840 31 259 34 385 Northern Cape 10 398 21 422 38 400 31 240 33 200 36 520 Western Cape 17 871 22 595 44 251 37 676 27 200 29 920

- Governance 26 108 54 790 149 493 121 609 136 545 150 199 Eastern Cape 3 555 8 850 22 800 16 720 16 500 18 150 Free State 2 375 519 12 669 13 936 16 936 18 630 Gauteng 4 625 1 297 17 737 6 311 6 942 7 636 Kwazulu Natal 5 068 33 044 25 339 6 600 6 504 7 154 Limpopo 1 715 4 920 20 271 22 298 22 218 24 440 Mpumalanga 1 715 1 670 15 203 16 723 18 396 20 235 North West 1 715 4 210 12 669 13 936 15 329 16 862 Northern Cape 1 715 - 10 136 11 150 17 400 19 140 Western Cape 3 625 280 12 669 13 936 16 320 17 952

- Administration 4 692 056 4 595 230 6 094 136 7 080 089 7 694 757 8 449 266 Total 4 863 655 4 886 677 6 678 938 7 581 539 8 159 063 8 960 003


Negotiation & Consultation

Free State

Kwazulu Natal

Programme 2.2: Collective Bargaining Services – Provincial

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Compensation for full-time shop stewards 7 967 333 11 669 734 13 847 312 13 847 312 13 847 312 13 847 312

Total 7 967 333 11 669 734 13 847 312 13 847 312 13 847 312 13 847 312


Programme 2.4: Governance Support Services

Programme 2.3: Dispute Prevention Support Services



Governance Support Services 699 037 462 114 1 087 409 1 196 150 1 002 826 1 103 109 Total 699 037 462 114 1 087 409 1 196 150 1 002 826 1 103 109


Summary of Budget – Page 122



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4.1. Management, Intervention and Facilitation Services 569 233 1 941 146 5 760 271 2 420 100 2 662 110 2 928 321 Facilitation Services4.2. Compliance and Investigation Services 1 845 182 2 323 852 1 400 000 1 540 000 1 694 000 1 863 400 4.3. Mobolising Employees Services 1 002 214 1 045 729 2 364 180 3 310 574 2 692 396 2 961 636 4.4 Research and Development 1 855 497 1 800 000 1 980 000 - - 4.5. Media and Communication 860 012 1 167 406 2 370 309 2 989 772 3 123 249 3 435 574 Total 4 276 641 8 333 629 13 694 759 12 240 446 10 171 755 11 188 931



Allocation of Funds – Page 139

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5.1 Building Administration 475 903 665 580 899 600 989 560 787 316 866 048 5.2 Communication 228 220 171 279 223 000 245 300 269 830 296 813 5.3 Office & Admin Expenses 2 735 755 1 885 498 1 228 000 1 350 800 1 208 280 1 329 108 5.4 Transport 56 615 33 044 49 000 53 900 59 290 65 219 5.5 Compensation of Employees 1 146 345 2 032 072 3 225 228 4 519 649 4 971 614 5 468 775 Total 4 642 838 4 787 473 5 624 828 7 159 209 7 296 330 8 025 963



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Expenditure Expenditure Estimate Subprogramme Outcome Outcome Actual MTEF MTEF MTEF


6.1.Computer Equipment 16 887 150 000 900 000 - 6.2.Office Equipment - 21 000 299 000 - 6.3 Furniture & Fittings - - 20 000 - 6.4 Land & Buildings - 450 000 500 000 5 000 000 Total 16 887 621 000 1 719 000 5 000 000 - -



Programme 5: Capital Expenses

4. CONCLUSION

With the variation of the scope of Council to include the FETC sector the Council’s operation has been broadened to include Basic Education and Higher Education and Training.

As from the 1st July 2009 operations were also separated into 2 areas namely: Basic Education (PART A – page 17)Higher Education and Training (PART B – page 203)

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CONCLUSION (Cont..)The income of the FETC sector however is

insufficient to meet their expenditure. Consequently the Basic Education sector of the ELRC has to subsidise the deficit in the Higher Education and Training budget. – page 15

Higher Education and Training Income Vs. Expenditure

54

960000

2146574

-1186574-1500000

-1000000

-500000

0

500000

1000000

1500000

2000000

2500000

Income Received Expenditure Deficit

Income Received Expenditure Deficit

CONCLUSION (Cont..)On Behalf of the Accounting Authority of the ELRC, the

Executive Committee and the Audit Committee members, we convey our gratitude to you for assisting the Council in fulfilling its responsibility for oversight of the quality and integrity of the accounting, auditing and reporting practices of the ELRC and other duties as were directed by the Council from time to time.

For all the wisdom and the valuable time spent ensuring that the Council did not falter on its role to focus on the qualitative aspects of financial reporting to its stakeholders.

THANK YOU

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portfolio committee on basic education – 9 march 2010

Documents

overall quality of education

education ccem ctvisionto

basic education

standard of education

elrc constitution

education portfolio

year service delivery

ccem ctperfecting