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

1. Umalusi’s budget review presentation to the Portfolio Committee on Basic Education 18 April 2012 Cape Town

2. Overview • Umalusi mandate • Vision, mission, goals and KRA’s • 2011/12 Revenue & Expenditure (Current) • 2012/13 Budget (Forecast) • Three Year Budget Forecast • Conclusion

3. Umalusi Mandate 2011/12 • As a Quality Council to develop and manage a sub-framework of qualifications for general and further education and training; • 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

4. Vision & Mission • Umalusi Council is the cornerstone on which the country’s educational aspirations and standards are anchored and built; and as such the Council and staff are committed to ongoing improvement in standards and quality in general and further education and training. • In order to issue learners with credible certificates, Umalusi, through its leadership and expert knowledge, develops and secures standards through: • quality assuring qualifications and curricula, • confirming that assessment is fair, valid and reliable, • quality assuring the provision of education and training, and assessment providers, and • grounding its work in research to ensure informed positions and approaches

5. Goals • Promote quality and internationally comparative standards in GFET • Maintain and improve educational standards through development and evaluation of qualifications and curriculum, quality assurance of assessment, and accreditation of providers of education, training and assessment, • Continuously develop in-depth knowledge and expertise in mandated areas through rigorous research, • Report on the quality of education and training in GFET within the mandate, • Issue appropriate and credible certificates of learner achievement in terms of specific qualifications on the GFET Framework of Qualifications, • Provide reliable and credible leadership and guidance in standard setting and quality assurance, • Ensure the financial efficiency and sustainability of the organisation, and • Determine expectations and appropriately respond to these within the parameters of Umalusi’s mandate.

6. 7 Key Result Areas • Establishing and maintaining a system to develop, evaluate and certify qualifications and curriculum • Improving and maintaining the system for quality assuring assessment for certification • Establishing and implementing a system for evaluation and accreditation of providers • 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

7. EXECUTIVE SUMMARY • Statement of Financial Performance as at 31 March 2012 • Net surplus of R 19,9m • 117% of Budgeted Revenue from operations recognised • 100% Grant from the Department of Basic Education received with thanks • 92% of the budgeted expenses incurred

8. EXECUTIVE SUMMARY (2) • Statement of Financial Position, Cash flow, Debtors and Investments • Total Assets valued at R 63,3m subject to revaluation of buildings which could increase by approximately R 8m • 105% of invoiced debts collected to date • Cash available at the end of the period amounted to R1,1m • Investments R 26,3m, attracting net interest of 5,49% p.a of which R 6,4m has been set aside / reserved (through National Treasury) for internal renovations to create open plan offices to accommodate staff

9. Comparative total expenditure vs 3 year average

10. 2011/12 Revenue Budget vs Actual

11. 2011/12 Expenditure Budget vs Actual (Current)

12. Statement of Financial Position as at 31 March 2012

13. Qualifications, Curriculum & Certification

14. Quality Assurance of Assessments

15. Evaluation and Accreditation

16. Statistical Information and Research

17. Management Support Structures

18. Corporate Services: Information Technology

19. Corporate Services: Finance and Supply Chain Management

20. Corporate Services: Human Resource Management and Development

21. Total Income 2000/1 (actual) to 2014/15 (budget)

22. 3 Year Budget Forecast

23. Challenges • Umalusi future as published in the Higher Education and Training Green paper: • Umalusi Position • Umalusi recommendations • Umalusi Strategic and Annual Performance Plans submitted

24. THANK YOU Thanks to Ms H Malgas , Chairperson of the Portfolio Committee, and Honorable members for this opportunity to present Umalusi’s budget review. We would like to express our sincere gratitude to this committee, the Minister of Basic Education and the Department for its support in ensuring that the grant awarded to Umalusi is improved so that our mandate of quality assuring standards is achieved in South Africa. Dr MS Rakometsi