1. |
Allocation
The provisional norms and standards (N&S) allocations for section 21 schools for the next three years, for the period of 01 April 2018 to 31 March 2021, are available on CEMIS and can be accessed in the following way:
- Log on to CEMIS.
- Select "Public Ordinary".
- Select school.
- Click "Proceed" then select the "Administration" option on the menu bar and click on "Norms and Standards Allocation" and select "N&S 2018/19".
- Print the page.
Attention is drawn to the following:
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1.1 |
Allocations are calculated in accordance with the prescripts in paragraphs 108 to 114 of the National Norms and Standards for School Funding (NNSSF) in Government Gazette No. 29179 of 31 August 2006. |
1.2 |
According to paragraph 114 of the NNSSF, the National Table of Targets as published in Government Notice No. 12, Government Gazette No. 40818 of 28 April 2017, indicates the 2018 per learner targeted amount. The no-fee threshold will be R1 316.
National table of targets for the school allocation Grades 1–12 (2018–2020)
|
2018 |
2019* |
2020* |
NQ1 No-fee |
1 316 |
1 394 |
1 471 |
NQ2 No-fee |
1 316 |
1 394 |
1 471 |
NQ3 No-fee |
1 316 |
1 394 |
1 471 |
NQ4 No-fee |
1 316 |
1 394 |
1 471 |
NQ5 No-fee |
1 316 |
1 394 |
1 471 |
NQ4 Fee-charging |
660 |
699 |
737 |
NQ5 Fee-charging |
228 |
241 |
254 |
No-fee threshold |
1 316 |
1 394 |
1 471 |
* 2019 and 2020 (adjusted with projected inflation rate) are the projected national targets as communicated.
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1.3 |
The provisional allocations were calculated based on the 2017 10th day SNAP enrolment. |
1.4 |
The Western Cape Education Department (WCED) will review all schools’ learner enrolments with the 2018 10th Day Survey. Final allocation letters will be published on CEMIS by 16 March 2018. |
2.1 |
Schools charging school fees
Schools will receive their N&S allocation for the 2018/19 financial year in two payments namely 60% in April–May 2018 and 40% in October–November 2018. Section 21 schools must use their first transfer payment (60%), to purchase their 2019 learning and teaching support material (LTSM) either via their own suppliers or the online ordering system so that it is available before the end of September 2018; and to pay for other expenses, as stipulated in paragraph 3.1 below. The second transfer payment (40%), must be used to cover appropriate school-related expenses up to 31 March 2019. Where the WCED procures any LTSM on behalf of schools, such costs will be deducted from the second transfer payment. |
2.2 |
No-fee schools
Of the total N&S allocation that is paid over in April–May 2018 (see paragraph 2.1 above), 20% must be reserved for day-to-day operational non-personnel expenditure. Schools will be informed of this amount in the N&S allocation letter. It must be borne in mind that this amount must sustain the school until April 2019, when payment will be received for the next financial year. |
3.1 |
The N&S allocation is intended primarily for LTSM, local purchases, municipal services, essential day-to-day maintenance of school buildings, grounds and equipment (non-scheduled maintenance) and other everyday expenses. Own income, as intended in paragraph 6 below, must first be used to cover shortfalls in the above regard before it is used to finance governing body posts.
It is recommended that for 2018/19 schools should divide their available allocation among the various expenditure categories as follows:
- 30% for LTSM orders for 2019, of which 10% should be targeted for library material (each learner must have a textbook for each subject). The stock of school library material should be augmented annually until the total number of items reflects the minimum international standard of 10 items per learner. See paragraph 3.1.1 below for the list of items included under LTSM.
- 20% for local purchases
- 25% for municipal services (However, schools should budget for a larger percentage if expenditure trends necessitate this.)
- 25% for maintenance
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3.1.1 |
Learning and teaching support material (LTSM)
- The Department of Basic Education (DBE) defines LTSM as any material that supports and facilitates teaching and learning directly in the classroom or at home (homework). It includes the following:
- Textbooks, readers, reference books, prescribed works, atlases and dictionaries
- Workbooks
- Posters, maps and wall charts
- Educational board games
- Library material (fiction and non-fiction), reference books, posters, and recordings on videos, DVDs, audio cassettes, CDs, CD-ROMs, multi-media, etc.
- Computer software and licensing
- Resource material for educators, learners, classrooms and library
- Schools are required to use their full LTSM allocation to purchase LTSM that will enrich and strengthen the implementation of the Curriculum and Assessment Policy Statement (CAPS) in their classes. Schools are therefore encouraged to use their LTSM allocation to purchase supplementary textbooks, prescribed works, atlases, dictionaries, workbooks, posters, maps, wall charts, educational board games, library material (fiction and non-fiction), reference books, recorded videos, DVDs, audio cassettes, CDs, CD-ROMs, computer software, consumer studies and hospitality studies and science laboratory equipment.
- Subject to the following conditions, schools may assign less money to LTSM if:
- each learner in the school has a textbook for each subject and access to other LTSM resources;
- the school has annually allocated 10% of the LTSM allocation to the purchasing of library material to augment the library stock and the total number of items in the library stock now constitutes the minimum international standard of 10 items per learner; and
- the governing body has taken a formal decision regarding this deviation. (This decision of the governing body regarding the budget, which must be submitted at a parents' meeting, must be explained and the amount spent per learner on LTSM must be provided. This decision must be put before the parents' meeting, whether the circuit manager supports it or not.)
- How to obtain LTSM:
- Section 21 schools must obtain competitive quotations in placing their orders with suppliers of LTSM, where applicable, or schools can order online. The WCED informs schools annually (via circulars) of the timeframes for the ordering of CAPS top-up textbooks on CEMIS.
- When ordering additional LTSM, schools must select all CAPS textbooks from the approved national catalogues - refer to approved national catalogues that are available on the WCED website at http://wcedonline.pgwc.gov/branch/LTSM/index.html.
- Prescribed literature for Grade 10 study in 2019 must be selected from the DBE National Further Education and Training (FET) Literature Catalogue.
- For assistance in selecting school library material schools should contact Mr Timothy Cloete, EDULIS Coordinator: School Library Services at tel. no. 021 957 9626. The district school library adviser and/or resource centre coordinator can also be contacted regarding the development of school libraries.
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3.1.2 |
Municipal services
- The N&S allocation to schools is intended for the payment of, amongst others, schools' monthly municipal services accounts which include electricity, water, sewage and refuse removal (availability and usage charges), but excludes the payment of property tax. As in the past, the State will pay the property tax on property registered in the name of the Provincial Government of the Western Cape (PGWC) or in certain circumstances the Republic of South Africa (RSA).
- Schools must still implement, amongst others, the savings measures indicated in Annexure A.
- Eskom and most municipalities have indicated they can make prepaid electricity meters available to schools. This will enable schools to better control their electricity consumption. Schools must contact either Eskom or their local municipality, as applicable, should they want to have prepaid electricity meters installed.
- Where it is established that schools are not settling their municipal service accounts, the WCED reserves the right to withhold funds from the N&S allocation to pay outstanding municipal service accounts on behalf of the schools concerned.
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3.1.3 |
Day-to-day maintenance
- Day-to-day maintenance applies to the maintenance of grounds, cleaning, renovations, repairs and/or replacement of parts of school buildings. Regular maintenance must be carried out to prevent the deterioration of school buildings and emergency repairs resulting from neglect.
- Where the N&S allocation for day-to-day maintenance is insufficient, schools are expected to supplement the allocation from their own income, where necessary. Schools must budget for their day-to-day maintenance repairs in accordance with the condition of the school buildings and grounds. Schools should set aside an amount from their annual day-to-day maintenance allocation for the maintenance of equipment used to enhance the appearance of the school grounds, e.g. servicing the lawnmower, purchasing paint for benches on the school grounds and purchasing lime and fertiliser.
- N&S allocations may not be used for day-to-day repairs to hostels. Such repairs should be funded from the learners’ boarding fees and bursaries.
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4. |
The N&S allocation may NOT be used for the following:
- Remuneration of governing body-appointed personnel
- New buildings
- Hostel expenditure
- Loans to individuals or other institutions
- Vehicles
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5. |
Major emergency repairs
In terms of paragraph 97 of the NNSSF, the WCED accepts responsibility for major emergency repairs to buildings, subject to the availability of funds budgeted for such eventualities. The following repairs will be considered according to the procedures in Circular 175/2000:
CATEGORY A
Serious damage as a result of natural disasters, structural problems and fires.
The WCED will accept responsibility for such emergency repairs only if the cost exceeds R10 000 and the maintenance allocation budget is exhausted, provided that sufficient funds are available.
The WCED will, at its own discretion, consider making a transfer payment for the materials in relatively less serious cases.
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6. |
Own income
In terms of section 36(1) of the South African Schools Act (SASA), 1996 (Act 84 of 1996), governing bodies must take all reasonable steps to supplement the resources supplied by the State in order to improve the quality of education provided by the school to all learners at the school. Although no-fee schools may not charge compulsory school fees (including registration fees), they are encouraged to seek voluntary contributions (donations) and engage in fundraising activities. |
7.1 |
The approved budget of the school must be submitted to the relevant district office by 01 December of each year. |
7.2 |
All schools must submit a WCED 043 form (biannual report) to the relevant district office within 30 days of the end of the quarter (expenditure up until 30 June and 31 December). Furthermore, section 43(5) of the SASA requires schools to submit (for the attention of the relevant district director) a copy of their set of audited financial statements (in terms of section 43 of the SASA) for the previous financial year by 30 June of each year. |
7.3 |
Funds will only be paid over to a school if the district office certifies it to be financially sound based on the financial activities of previous quarters. Furthermore, if a school is not certified as financially sound on or before the end of the financial year, the school may forfeit its N&S funding. |
8.1 |
The governing body must exercise proper control over revenue and expenditure, as set out in the Manual: Basic Financial System for Schools, issued by the Head of Department in terms of section 38(1) of the SASA. Should the members of the governing body not have the necessary expertise to carry out this function, they must co-opt someone who will be able to assist them. |
8.2 |
All school funds, obtained both from the State allocation and own income, must be used for purposes directly connected with education, as stated in section 37(6) of SASA, including the acquisition of LTSM. In terms of WCED policy, textbooks and readers may not be photocopied as this is tantamount to infringement of the Copyright Act, 1978 (Act 98 of 1978). |
8.3 |
The WCED has the right to inspect records relating to school funds and to act against any member of staff or the governing body should he or she be involved in the mismanagement of school funds. Schools must, therefore, keep all proof of income and expenditure for this purpose. |
9. |
2017/18 allocation
All outstanding WCED 043 forms for section 21 schools must be submitted to the district office on or before Wednesday, 31 January 2018, to prevent the forfeiture of unpaid funds. |
10. |
Contact numbers for enquiries
Subject |
Name |
Telephone no. |
WCED 043 biannual reports and audited annual financial statements |
District Office Deputy Director: Corporate Services |
Applicable district office |
Online textbook (CAPS) ordering enquiries |
Ms P Phillips Mr B le Keur |
021 467 2326 021 467 2094 |
Transfer payments to schools (N&S allocations) |
Ms M Paulsen |
021 467 2271 |
Emergency repairs |
Mr N Sutcliffe |
021 467 2568 |
eLearning EDULIS Coordinator: School Library Services |
Mr C Walker Mr T Cloete |
021 467 2351 021 957 9626 |
General enquiries: Norms and standards (excl. transfer payments) |
Mr L Sangqu Ms A Bakubaku Mr L van Wyk Fax no. |
021 467 2608 021 467 2041 021 467 2658 086 731 8900 |
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SIGNED: BK SCHREUDER
HEAD: EDUCATION
DATE: 2017:09:15
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