PROVINCE OF KWAZULU-NATAL
DEPARTMENT OF EDUCATION AND CULTURE
MANUAL FOR INDEPENDENT SCHOOLS
UPDATED (December 2006)
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CONTENTS
Section 1 (Page 3)
Letter from the Director General of Education and Culture in
KwaZulu Natal.
Section 2 (Page 4)
Extract from the KwaZulu-Natal School Education Act No 3
of 1996.
Section 3 (Page 5)
Extract from the South African Schools Act No 84 of 1996.
Section 4 (Page 8)
Notice No 287 of 1999 regarding the Registration and
Payment of Subsidies to Independent Schools.
Section 5 (Page 12) Extracts from the Norms and Standards for School Funding
(Notice 2362 of 1998).
Section 6 (Page 17) Procedures for registration.
Section 7 (Page 19) Procedures for subsidy applications.
Appendix 1 (Page 22) Application form for Registration, change of premises,
change of ownership, change of status, change of name,
or change of curriculum. (2/2/3).
Appendix 2 (Page 32)
Application Form for New Schools to apply for subsidy
(2/2/3/1- new).
Appendix 3 (Page 37)
Application Form for existing schools to apply for
subsidy (2/2/3/1)
Appendix 4 (Page 42)
Confirmation of Data Form to accompany first
application for subsidy 2001/2002.
Appendix 5 (Page 43) Confirmation of Data for Subsidy Application.
Appendix 6 (Page 44) Certificate of Registration Form.
Appendix 7 (Page 45) EC 72 B
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1.
FOREWORD BY THE SUPERINTENDENT-GENERAL OF EDUCATION,
Within the extremes of wealth and poverty that exist in this province there is a need for quality
education for all learners. Independent schools in KwaZulu-Natal have made an important
contribution to the improvement of education in the province.
This manual is intended to assist in the operation of independent schools. It contains relevant
extracts from both the national and provincial legislation and regulations and clearly sets out the
steps that must be taken for the registration of new schools and the re-registration of existing schools
when necessary. Both the school and the officials involved will now have one document to which to
refer while a school goes through the lengthy process of registration. Important aspects that may
easily be overlooked by a school are explicit.
This manual is presented in a form that can be updated as legislation, regulations and policy dictate.
Any questions regarding the interpretation of the different sections should be directed to the SubDirectorate: Management and Governance, Head Office
Superintendent-General
Department of Education
KwaZulu-Natal.
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2.
KWAZULU-NATAL SCHOOL EDUCATION ACT, NO. 3 OF 1996
CHAPTER 7
Establishment, conduct and maintenance of independent schools
33. (1)
No person shall establish, conduct or maintain a school or any institution purporting to be a
school unless it is registered in terms of this Act.
Application for registration
34. (1)
(2)
Any person intending to establish, conduct or maintain an independent school shall apply
to the Secretary in writing for the registration of that independent school.
An application for the registration of an independent school shall furnish such additional
particulars in connection with his/her application as the Secretary may require.
Consideration of applications for the registration of independent schools
35. (1) The Secretary may approve an application referred to in section 34, if he/she is of the
opinion that the prescribed requirements are complied with.
(2) If the Secretary refuses an application referred to in section 34, he/she shall notify the
applicant in writing of such refusal and the reasons therefor.
Registration of independent schools
36. (1) If the Secretary approves an application referred to in section 34, he/she shall register the
independent school in question and issue to the applicant a registration certificate in such
form as he/she shall determine.
(2) The registration of an independent school is subject to the prescribed regulations.
(3) An independent school registered in terms of a law repealed by this Act and which existed
immediately prior to the fixed date, must apply for re-registration in terms of this Act
within 6 months of the fixed date.
(4) The owner of an independent school may manage such school himself/herself or he/she
may appoint or authorise any person to manage the school on his/her behalf subject to the
provisions of this Act.
Subsidies to registered independent schools
37. (1)
(2)
(3)
A registered independent school may annually, on or prior to the prescribed date, apply to
the Secretary in writing for the prescribed subsidy.
The Secretary may at his/her discretion grant or refuse an application referred to in
subsection (1). He/she shall not grant any application unless he/she is satisfied that the
registered independent school complies with the prescribed requirements.
If the Secretary is of the opinion that a requirement, subject to which a subsidy is granted
under section (2), has not been complied with, he/she may at any time terminate or reduce
the subsidy from a date determined by him/her: Provided that the secretary shall, before
he/she terminates or reduces such subsidy, give the owner of the independent school or
his/her representative, an opportunity to make representation to him/her in connection with
the proposed termination or reduction.
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Lapsing or withdrawal of registration
38.
The registration of an independent school lapses or may be withdrawn under the prescribed
circumstances.
Appeal against refusal or withdrawal of registration
39. (1)
A person who feels aggrieved by the refusal by the Secretary of an application
contemplated in section 34, or the withdrawal of registration in terms of section 38, may,
within 30 days after receiving notice of such refusal or withdrawal, appeal to the Minister
in writing, setting out the grounds of appeal against the refusal or withdrawal.
(2) The Minister shall, after he/she has considered an appeal referred to in subsection (1),
confirm or set aside the decision of the Secretary.
Regulations relating to schools
40. (1)
The Minister may make regulations as to –
(a) the admission of learners of an independent school to examinations conducted by
or under the supervision of the Secretary;
(b) the keeping of registers or other documents by a registered independent school;
(c) the manner in which any subsidy, if the application therefor has been granted, is
paid to a registered independent school; and
(d) any matter relating to independent schools which shall or may be prescribed.
(2) Different regulations may be made under subsection (1) in respect of different independent
schools.
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THE SOUTH AFRICAN SCHOOLS ACT
(Act No. 84 of 1996)
CHAPTER 5
INDEPENDENT SCHOOLS
Establishment of an independent school
45.
Subject to this Act and any applicable provincial law, any person may, at his or her own cost,
establish and maintain an independent school.
Registration of an independent school
46. (1) No person may establish or maintain an independent school unless it is registered by the
Head of Department.
1. The Member of the Executive Council must, by notice in the Provincial Gazette,
determine the grounds on which the registration of an independent school may be
granted or withdrawn by the Head of Department.
2. A Head of Department must register an independent school if he or she is satisfied that:
a. the standards to be maintained by such school will not be inferior to the
standards in comparable public schools.
b. The admission policy of the school does not discriminate on the grounds of
race: and
c. The school complies with the grounds for registration contemplated in
subsection (2).
3. Any person who contravenes subsection (1) is guilty of an offence and upon conviction
liable to a fine or imprisonment for a period of three months.
Withdrawal of registration of independent school
47. (1)
(2)
No withdrawal of the registration of an independent school is valid unless –
a. the owner of such independent school has been furnished by the Head of
Department with a notice of intention to withdraw the registration, stating the
reasons why such withdrawal is contemplated;
b. the owner of such independent school has been granted an opportunity to make
written representation to the Head of Department as to why the registration of
the independent school should not be withdrawn; and
c. any such representations received have been duly considered.
The owner of an independent school may appeal to the Member of the Executive Council
against the withdrawal of the registration of such independent school.
Subsidies to independent schools
48. (1)
(2)
The Minister may, by notice in the government Gazette, determine norms and standards for
the granting of subsidies to independent schools after consultation with the Council of
Education Ministers and the Financial and Fiscal Commission and with the concurrence of
the Minister of Finance.
The Member of the Executive Council may, out of the funds appropriated by the provincial
legislature for that purpose, grant a subsidy to an independent school.
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(3)
(4)
(5)
If a condition subject to which a subsidy was granted has not been complied with, the
Head of Department may terminate or reduce the subsidy from a date determined by him
or her.
The Head of Department may not terminate or reduce a subsidy under subsection (3)
unless:
a. The owner of such independent school has been furnished with a notice of the
intention to terminate or reduce the subsidy and the reasons therefore;
b. Such owner has been granted an opportunity to make written representations as
to why the subsidy should not be terminated or reduced; and
c. Any such representations received have been duly considered.
The owner of the independent school may appeal to the Member of the Executive Council
against the termination or reduction of the subsidy to such independent school.
Declaration of independent school as a public school
49. (1)
The Member of the Executive Council may, with the concurrence of the Member of the
Executive council responsible for finance, enter into an agreement with the owner of an
independent school in terms whereof such independent school is to be declared a public
school.
(2) notice of the change of status contemplated in subsection (1) must be published in the
Provincial Gazette.
Duties of the Member of the Executive Council relating to independent schools
50. (1)
(2)
(3)
The Member of the Executive Council must, by notice in the Provincial Gazette,
determine the requirements for –
a. the admission of learners of an independent school to examinations conducted
by or under the supervision of the education department;
b. the keeping of registers and other documents by an independent school;
c. criteria of eligibility, conditions and manner of payment of any subsidy to an
independent school; and
d. any other matter relating to an independent school which must or may be
prescribed in terms of this Act.
Different requirements may be made under subsection (1) in respect of different
independent schools.
The Member of the Executive Council must allow the affected parties a reasonable period
to comment on any requirement he or she intends to determine under subsection (1).
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28 th October 1999
Notice No. 287 of 1999
KWAZULU-NATAL DEPARTMENT OF EDUCATION AND CULTURE
SOUTH AFRICAN SCHOOLS ACT, 1996 (ACT NO. 84 OF 1996)
NOTICE REGARDING THE REGISTRATION AND PAYMENT OF
SUBSIDIES TO INDEPENDENT SCHOOLS
SCHEDULE
Definitions
1. In this notice any word or expression to which a meaning has been assigned in the Act bears
the same meaning so assigned to it and, unless the context otherwise indicates –
“Act” means the South African Schools Act, 1996 (Act No. 84 of 1966);
“compulsory school age” in relation to a learner, means the age between the limits of which the
learner is by law subject to compulsory education;
“constitution” in relation to the governance of a registered independent school, means a
document styled a constitution or having a corresponding or similar name, in which the aim,
funding and management of and other relevant matters relating to the control of an independent
school are set out;
“financial subsidy” in relation to a registered independent school, means financial assistance by
the state to any such school;
“governing body” means the body in which the control and management of the independent
school is vested and who represents the owner;
“Minister” means the Member of the Executive Council responsible for education in the
KwaZulu-Natal province;
“South African certification Council” means the council established in terms of section 2 of the
South African Certification Council Act, 1986 (Act No. 85 of 1986).
Registration
2 (1) The Head of the Department may grant registration to an independent school if it meets the
following requirements:
(a) the average number of learners enrolled at the independent school shall not be less than
20: Provided that the Head of the Department may approve deviations, in exceptional
circumstances where, in his or her opinion, sufficient reasons exist for such deviation;
(b) a professionally qualified teacher is employed in a full time capacity as the head of the
independent school, and is personally responsible for the organisation, supervision and
control of conduct at such school;
(c) the buildings and grounds occupied by such school are of a suitable design and offers
facilities that are sufficient in the opinion of the Head of the Department;
(d) the applicant provides proof of tenure of the proposed school buildings and grounds for
a minimum period of one year from the date of commencement of the independent
school;
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(e) the school only admits learners who turn seven in the year in which they are first
admitted to grade 1;
(f) the school employs teachers who are in possession of professional teaching
qualifications: Provided that if the Head of the Department is convinced that the
services of teachers, not qualified as aforesaid, are essential for the school concerned, he
or she may approve registration notwithstanding the applicant’s failure to meet the
foregoing provisions of this paragraph.
2. The Head of the Department may determine the maximum number of learners who may be
admitted to an independent school on the basis of the school buildings and the grounds referred
to in clause (1)(c).
3. The Head of the Department may grant provisional registration subject to conditions determined
by him or her:
(a) pending the outcome of an application made in terms of clause 2 (1) above;
(b) to enable an independent school to meet the above requirements.
Withdrawal of Registration and Closure of Independent Schools
3. (1) The Head of the Department must, subject to the provisions of section 47(1) of the Act,
withdraw the registration of an independent school if he or she is convinced, on reasonable
grounds, that such a school:
(a) does not comply with any registration requirement referred to in clause 2(1);
(b) admitted learners exceeding the maximum number of learners that may be admitted in
terms of clause 2(2); or
(c) is managed or maintained in a manner or under circumstances that could be, in his or
her opinion, harmful to the physical, intellectual or spiritual well-being of the learners
attending such school.
(2) The owner of an independent school who appeals to the Minister in terms of section 47(2) of
the Act, against a decision of the Head of the Department taken in terms of clause 3(1),
must lodge his or her appeal within 30 days of being informed of the decision.
(3) If the registration of a school is withdrawn as contemplated in clause 3(1)(a), the owner may
reapply for registration after having taken the necessary steps to ensure that the relevant
registration requirements are complied with.
Subsidies to Independent Schools
4. (1) The owner of an independent school may apply on or before 31 July of each year to the
Head of the Department for a subsidy for the following year.
(2) An application for a subsidy shall be made on an application form determined by the Head
of the Department.
(3) A subsidy is approved on an annual basis and payment will be made retroactively each
quarter.
(4) The payment of a subsidy to the owner of a registered independent school may be
considered if the school concerned meets the following requirements, namely that such
school:
(a) in the opinion of the Head of the Department maintains satisfactory academic standards;
(b) determines a remuneration package of the teaching staff attached to such school in such
a manner that it is, in the opinion of the Head of the Department, not more favourable
than that of educators employed by the Department;
(c) accommodates learners in the school buildings and on the school grounds in a manner
which is, in the opinion of the Head of the Department, satisfactory;
(d) annually submits an audited financial report on the financial affairs of such school to the
Head of the Department;
(e) pays any subsidy received from the Department into a bank account which has been
opened in the name of the school;
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(f) ensures that learners at the different points of exits comply with the requirements laid
down by the South African Certification Council;
(g) submits a certified copy of constitution and, where appropriate, the trust deed or
memorandum and articles of association, according to which the school is managed to
the Head of the Department;
(h) complies with all such other educational requirements as may be determined by the
Minister;
(i) is owned by a religious or charitable trust or a company incorporated as an association
not for gain in terms of section 21 of the Companies’ Act (Act No. 61 of 1973);
(j) submits proof that the subsidy will utilized for the provision of education at the school,
and
(k) has been in existence for at least one year after registration or provisional registration in
terms of either clauses 2(1) or 2(3).
(5) No Subsidy will be paid to independent schools for learners who are 20 years or older on
the first day of the year in respect of which a subsidy is paid.
(6) The owner of the school or the governing body must forthwith inform the Head of
Department of any changes of (a) circumstances which may affect any subsidy granted for the benefit of the school; or
(b) ownership of the school.
Termination or reduction of subsidy to independent schools
5. (1) The Head of the Department may terminate or reduce subsidy, subject to the provisions of
section 48(4) of the Act from a date determined by him or her if:
(a) the owner or the governing body of the school no longer meets the requirements set out
in clause 2(1) 5 or national funding norms set out in Notice No. 2362 of 1998;
(b) the owner has disposed of the school;
(c) in the opinion of the Head of the Department, good reason exists therefore.
(2) The Head of the Department may recover the subsidy paid to an independent school:
(a) that did not comply with the requirements set out in clause 4;
(b) on the wrong or misleading information provided by the school; or
(c) due to an administrative error.
Permission for learners to sit for examinations
6. The Head of the Department must
(a) allow pupils of a registered independent school to sit for any examination conducted by or
under the supervision of the Department after the payment of examination fees determined
by the Head of the Department; and
(b) ensure that the standards and conditions by which and under which such examinations will
be conducted by the independent school concerned, are at least equal to those required by a
public school for the same examination.
Registers and other records to be kept by an independent school
7. The owner of an independent school or the governing body thereof must ensure that:
(a) an enrolment register, record of academic progress and an attendance register of the learners
attending such school is kept;
(b) a register of educators employed at such school is kept in which their names, qualifications
and remunerations are recorded;
(c) the Head of the Department or an official authorised by him or her is permitted to inspect
the registers at any time;
(d) the Head of the Department is furnished with any information contained in the registers that
he or she may require;
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(e) such other records as the Head of the Department may from time to time determine in
general or in any particular case is kept; and
(f) registers and records referred to in clauses (a), (b) and (e) are kept in the manner determined
by the head of the Department.
Other matters to be observed by independent schools
8. The owner of an independent school or the governing body thereof must ensure that:
(a) the average duration of a school day and the minimum of school days per calendar year
meets the requirements determined by the Head of the Department; and
(b) the core curriculum for the learners in the various school phases at such school meets the
minimum core curriculum in terms of national policy.
Inspection of Independent Schools
9. (1) The Head of the Department, at any reasonable time, may order that an inspection be held at
any independent school with regard to the premises, furniture and equipment at the school,
the tuition provided, the way in which the school is managed, and any other matter which in
the opinion of the Head of the Department should be inspected.
(2) Whenever the owner, governing body or principal of some registered independent school
requests in writing that an inspection is held, the Head of the Department may cause such
inspection to be held and to cause a report to be forwarded to such owner, governing body
or principal.
Delegation of powers
10. The Head of the Department has authority to delegate the powers bestowed on him or her in
terms of this notice.
Repeal of Notice
1. Provincial Notice No. 261 of 1998 dated 10 September is hereby repealed.
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5.
EXTRACT FROM THE NORMS AND STANDARDS FOR SCHOOL
FUNDING
(Notice 2362 of 1998, given in terms of section 35 of the South African Schools
Act No 84 of 1996 and section 3(4)(g) of the National Education Policy Act No 27
of 1996)
INTRODUCTION
When the norms come into effect
12. These norms become national policy on 1 April 1999.
13. Some norms will apply to the public school financial year (April to March). Norms pertaining
to the school year come into effect at the beginning of the first school year after the norms
become policy, namely the school year starting in January 2000.
14. Pre-conditions for the full and efficient implementation of the norms are described later in this
document, with suggestions for the sequence of the activities that would enable PEDs to
prepare themselves to put the norms into effect.
Monitoring of Implementation
15. The national Department of Education is responsible for monitoring the implementation of the
norms in terms of section 8 of the National Education Policy Act, 1996 (No 27 of 1996). The
DoE is required to undertake its monitoring and evaluation role –
“in a reasonable manner, with a view to enhancing professional capacities in monitoring and
evaluation throughout the national education system, and assisting the competent authorities
by all practical means within the limits of available public resources to raise the standards of
education provision and performance.” (section 8 (4))
16. Each Head of Department will be expected to verify that the national norms are being complied
with in allocating funds, or that acceptable alternatives are being implemented after
consultation with the DoE. If the PED is unable to comply with the norms because of a lack of
expertise or for any other reason, the DoE must be informed without undue delay, so that the
problem can be examined and remedies sought.
State subsidies to independent schools
The independent school sector
55. Independent schools vary substantially in age, size, location, socio-economic status, facilities,
staff, mission, governance, representivity, religious or secular identity, community service, cost
structure, endowments, financial viability, rates of fees, and quality of teaching and learning. It
is impossible to generalise about them. Many deliver valuable educational services and have
loyal clienteles. Others deliver services of low quality and exploit the ignorance of parents.
Some pride themselves on conservative principles of governance and teaching. Others value
innovation. Some have an inward focus. Others have a deliberate mission of social concern and
professional co-operation with public schools serving the poor.
56. Independent school enrolment amounts to about two percent of the total school enrolment
nation-wide. This percentage may be increasing. Within provinces, independent school
enrolments vary from a fraction of a percent of the total enrolment, to several times the national
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average. If all learners were to transfer to public schools, the cost of public education in certain
provinces might increase by as much as five percent.
57. The practice of granting state subsidies to registered independent schools (previously known as
private schools) is well established in South Africa. Subsidies have traditionally been calculated
as a defined fraction of the cost per learner in the public school system. Before 1994, the
independent schools were required to register with the respective education departments of the
apartheid state, among which the cost per learner was grossly unequal. Therefore, state
subsidies to independent schools reflected the pattern of race-biased inequality in the public
(state and state-aided) school systems under apartheid.
58. Race-biased inequalities in subsidies to independent schools have been eliminated since 1994.
Since then, subsidy levels have differed somewhat by province. But extreme pressure on the
non-salary components of provincial education budgets, especially since 1997/98 and 1998/99,
has resulted in a sharp decline in the per learner value of independent school subsidies, and
considerable uncertainty as to the future trend of independent school funding by provincial
education authorities.
59. Fees in independent schools have tended to rise in response to subsidy cuts. Some independent
school proprietors have applied for schools to be taken over by provincial departments, as
public schools on private property, in terms of section 14 of the Act. PEDs have been slow to
comply.
60. The government is grappling with the necessity to stabilise and re-prioritise provincial
education budgets, in terms of the Medium Term Expenditure Framework. The serious reality
underlying the new policy for school funding is that, for the foreseeable future, provincial
education budgets will be extremely constrained, especially with respect to non-personnel
allocations, out of which subsidies are paid.
Subsidy policy
61. The national Ministry of Education cannot determine subsidy levels in monetary (Rand) terms
because, under our constitution, budget decisions of that kind are made within provincial
governments. For this reason, the national norms for independent school subsidies are expressed
as criteria of eligibility for subsidy, and principles of allocation. These criteria and principles are
consistent with the values underlying the Constitution and the Act.
62. The Ministry of Education bases its subsidy policy on sound fiscal argument, and on social
grounds. The fiscal argument is as follows. The state has a constitutional and statutory
responsibility to provide school education to all learners. However, the right of reputable,
registered independent schools to exist is protected by the constitution, and the payment of
subsidies to them is not precluded. Such independent schools perform a service to their learners
that would otherwise have to be performed by the provincial education departments. Public
subsidies to such schools cost the state considerably less per learner than if the same learners
enrolled in public schools. It is, therefore, cost efficient for the state to provide a subsidy.
63. In South Africa, the fiscal argument is an important but not a sufficient basis for national policy.
Given the extreme inequalities and backlogs in the provision of public education and the
pressure on public education budget allocations, the national policy on public subsidies to
independent schools must serve explicit social purposes.
64. Subsidy allocations, therefore, must show preference for independent schools that are well
managed, provide good education, serve poor communities and individuals, and are not
operated for profit. Such criteria must be capable of measurement according to objective,
transparent, and verifiable criteria.
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Part 2 – Chapter 6
Introduction
141. Every person has the right, in terms of the Constitution, to establish and maintain, at their own
expense, an independent educational institution that does not discriminate on the grounds of
race, is registered with the state, and maintains standards that are not inferior to standards in
comparable public educational institutions. This provision does not preclude state subsidies
for such institutions (section 29(3) and (4)).
142. The SASA provides for the right of persons to establish and maintain an independent school,
and for the registration of an independent school by the Head of Department, under conditions
consistent with the Constitution. The Act enables the provincial MEC to grant a subsidy to a
registered independent school, in terms of the norms and the minimum standards determined
by the Minister of Education (sections 45-46, 48).
143. The norms that follow are the first uniform national norms for independent school subsidies.
They are intended to provide a stable and principled basis for MECs in all provinces, to
decide the eligibility for subsidy and the level of subsidies for registered independent schools.
144. The national norms apply uniformly in all provinces. However, a provincial MEC may vary
them, so long as their intent and spirit is maintained. The Head of Department must consult
the national DoE on this matter.
145. The following norms embody conditions of eligibility for subsidy, and funding criteria for
allocating subsidies.
Conditions of eligibility
146. An independent school may be considered if it –
(a) is registered by the PED;
(b) has made an application to the PED in the prescribed manner;
(c) has been operational for one full school year;
(d) is not operated for profit;
(e) is managed successfully according to a management checklist determined by the PED,
as described in paragraph 149;
(f) agrees to unannounced inspection visits by officials of the PED; and
(g) has not been established in direct competition with a nearby uncrowded public school
or equivalent public school of equivalent quality.
147. In addition to the conditions in the previous paragraph, the following conditions apply to
independent secondary schools. A secondary school may be considered for subsidy if –
(a) its grade 12 pass rate is 50% or more of full-time candidates writing the examination
in the prior year;
(b) the repetition rate in grades 11 or 12 is not more than 20%; and
(c) it does not engage in practices that are calculated to artificially increase the school’s
grade 12 pass rate.
148. The Head of Department may vary the conditions (a) or (b) in the previous paragraph, on
good cause shown.
149. Each school requesting funding will be subject to a management checklist (which may be the
same as, or based on, the checklist referred to in section 107 above), which will be approved
by the HOD after consultation with representatives of independent schools. This checklist will
determine whether the school is able to manage public funding responsibly. It must include
indicators of sound management, such as whether the school keeps proper admissions and
attendance registers, and manages fee payment and other financial records. To be eligible for
funding a school must subscribe to the checklist, and must allow unannounced inspections by
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officials of the PED, to ensure that the practices of the checklist are up-to-date. Refusal to
allow an unannounced visit will result in forfeiture of further funding.
Funding Criteria
Subsidies related to fees
150. In what follows, the level of annual non-discounted fees charged at an independent school as
of January 1998 will be taken as an indicator of the socio-economic status of a school’s
community.
151. The Ministry’s policy is to enable subsidies to be granted in relation to the socio-economic
circumstances of an eligible school’s clientele. The level of school fees charged by an
independent school is taken as an objective, publicly-available criterion that correlates well
with the socio-economic circumstances of the school’s clientele. Subsidy levels are therefore
related to fee levels on a five-point progressive scale, as shown in Figure 3 below. Eligible
schools charging the lowest fees will qualify for the highest level of subsidy. Schools
charging the highest fees, in excess of 2.5 times the provincial average cost per learner in an
ordinary public school, are considered to serve a highly affluent clientele, and no subsidy will
be paid to them from public funds.
Figure 3. Allocation table for independent school subsidies
Fee Level
1. Up to 0.5 times (50% of) the provincial
average public cost per learner in ordinary
public schools the previous fiscal year.
2. Higher than 0.5 and up to 1.0 times the
provincial average public cost per learner in
ordinary public schools the previous fiscal
year.
3. Higher than 1.0 and up to 1.5 times the
provincial average public cost per learner in
ordinary public schools the previous fiscal
year.
4. Higher than 1.5 and up to 2.5 times the
provincial average public cost per learner in
ordinary public schools the previous fiscal
year.
5. Higher than 2.5 times the provincial
average public cost per learner in ordinary
public schools the previous fiscal year.
Subsidy level
Subsidy equal to 60% of the provincial
average public cost per learner in ordinary
public schools.
Subsidy equal to 40% of the provincial
average public cost per learner in ordinary
public schools.
Subsidy equal to 25% of the provincial
average public cost per learner in ordinary
public schools.
Subsidy equal to 15% of the provincial
average public cost per learner in ordinary
public schools.
No subsidy
152. PEDs will need to establish a procedure to deal with borderline situations. For example, if the
average public school cost in the province is R2000, and an independent school charges fees
of R1050, it will just miss being in the first (highest) category, even if its clientele is not
different from that of a school charging, say, R950. PEDs may use the following criteria, in
addition to any other relevant submitted by the school, to judge whether a school falls into a
certain category:
(a) schools in the first (highest subsidy level) category would typically be located in
townships, deep rural areas, or informal settlements.
15
(b) schools in the second category would typically be in inner city or transitional suburban
areas, catering largely to township and informal sector clientele or urban lower middle
class.
(c) schools in the third and fourth categories would be middle and upper middle class
schools with good facilities with a local clientele.
(d) Schools in the fifth category would be well established schools with excellent
facilities and a national or regional clientele and very low learner:educator ratios.
153. Subsidies may be paid only in respect of grades 1-12. No other grades are eligible for subsidy
or the time being. If the fee structure varies by grade, the enrolment-weighted average of the
fees in all relevant grades will be taken as representative of each level.
154. The fee levels applying to primary and secondary schools may differ. For purposes of these
norms, “primary” comprises of grades 1 to 7, and “secondary” comprises grades 8 to 12. The
HOD may recommend a subsidy, if it is deemed in the interest of the school and the
provincial education department, when a school lowers its fees in order to qualify for the same
percentage subsidy in both primary and secondary levels.
Subsidies in relation to PED budgets
155. The Ministry of Education is sensitive to the connection between the total cost of independent
school subsidies and the overall budgetary position of a provincial education department.
Recent reductions in the overall funds available for independent school subsidies because of
urgent budgetary expediency, should not become de facto policy by default. At the same time,
PEDs must have latitude to vary budgetary allocations between programme areas, in relation
to the total funds at their disposal, and the priorities established in terms of national and
provincial policies.
156. A PED may, therefore, alter the fee levels and corresponding percentage subsidies after
consultation with the national DoE, if the application of these norms would(a) cause a PED’s expenditure on subsidies to independent schools to deviate from a
three-year historical moving average by more than 10 percent in real terms in any
given year; or
(b) contribute to over-expenditure on the PED’s budget in the year they are applied; or
(c) result in independent schools receiving year-to-year budget cuts (or increases) in any
given year that are significantly larger (or smaller) than other programme areas in the
PED’s budget.
Other deviations
157. Aside from deviations already discussed in this document, a PED may deviate from the
subsidy and fee levels in these norms only on good cause shown (see paragraph 144 above).
Date of Subsidy payments
158. Subsidies will be calculated on a per learner basis according to the verified enrolment in the
school at the beginning of each term.
159. PEDs must ensure that the first term’s subsidy is paid no later than 1 April of each school
year. Subsequent subsidies must be paid no later than six weeks after the beginning of each
school term.
Monitoring and revision
160. The Ministry of Education, in co-operation with the PEDs and representatives of independent
schools, will monitor the application of these norms in order to:
(a) monitor fee levels;
(b) monitor subsidy levels;
(c) ensure that the overall level of subsidy to independent schools is a reasonable
percentage of the total education budget in a province, in relation to the relative size of
16
the independent and public school sectors in the province, and other relevant
considerations; and
(d) ensure that national education policy objectives are being well served by the norms
and their application.
161. In the light of an analysis of these matters, the Ministry, after due consultation, may amend or
revise the norms.
17
6
PROCEDURES FOR REGISTRATION
1. All independent schools must apply for registration through their regional office using the Form
2/2/3. The District Office is responsible for inspection of premises, approval of curriculum, etc.
as set out in application form. A school must meet the requirements of the KZN Schools Act
(No 3 of 1996), the South African Schools Act (No 84 of 1996) and the Regulations contained
in KZN Notice No 287 of 28th October 1999 before District Officers append their signature to
the documents.
2. The relevant sections of the Form 2/2/3 must be completed by the school and submitted with
the required documentation (certified by a commissioner of oaths) to the Governance and
Management Unit at the District Office. The requirements for the operation of a school may
vary from District to District depending on the municipal authorities applicable laws involved.
2.1 The District personnel will co-ordinate the completion of the rest of the form after inspection by
the physical planners, the curriculum co-ordinators, and the relevant SEM of the school.
3. Once the requirements mentioned in 1 above have been met and the registration of the school
has been recommended by the people concerned in the District level (e.g. the Health, Building
and Fire Departments, Curriculum and Physical Planning Departments, circuit management),
and the person responsible for co-ordinating the registration is satisfied with the accompanying
documentation (certified where necessary by a commissioner of oaths), then further
recommendations are required by the District Manager and General Manager: Service Centres.
3.1 After the General Manager has signed the completed application form, it must be submitted to
the Sub-directorate: Governance and Management, 188 Pietermaritz Street, Office G43 or
G37, PIETERMARITZBURG 3201.
3.2 If the application form is not completed in full it will be returned to the District personnel with
an explanation of which requirements have not been met.
3.3 If the application form is correctly completed then the Sub-directorate: Governance and
Management will convene a meeting of signatories on the application form to ratify and
recommend for the progress of the application form to the Senior General Manager:
Education Service Delivery Services for support at forwarding to the SuperintendentGeneral for approval or Disapproval
3.4 After the approval of the application an EMIS number will be allocated to the school.
3.4 The data is then captured on the appropriate database, which is kept in by the Sub-Directorate.
3.5 Once the form has been signed and returned to confirm that the data is correct, a Certificate of
Registration is printed. The Certificate of Registration is then forwarded to the
Superintendent General for signature and returned to the sub-directorate for posting to the
school.
18
7.
PROCEDURES RELATED TO SUBSIDY APPLICATIONS AND PROCESSING
Please note:
* Before an independent school can be considered for a subsidy it must meet the requirements
stipulated in the above mentioned regulations (Notice 287 of 28th October 1999), the South
African Schools’ Act (No 84 0f 1996), and the KwaZulu-Natal School Education Act (No 3 of
1996).
** An independent school that has been registered according to the above procedure, and has an
EMIS number, is not automatically eligible for a subsidy. (see Provincial Gazette, Regulation
No 287, 28 October 1999, (4) (1 - 6))
1. An independent school will be sent an application form in the year prior to their being
subsidised if they have met the requirements of the Norms and Standards for School Funding
(Paragraph 146 (a) to (g)). A covering letter explaining the subsidy levels for any particular year
will accompany the application form. (A sample is attached Appendix 8)
2. Application forms for new independent schools (2/2/3/1 – new) are different to application
forms for independent schools that are already receiving subsidies (2/2/3/1). The difference
between the two forms is in the section requiring the provision of the banking details of the new
school. Prior to receiving a subsidy the Co-ordinator of Independent Schools in the Subdirectorate: Open Learning will visit new independent schools to see if they continue to meet
the requirements for subsidy payment as set out in the Norms and Standards for School
Funding, the requirements of the KZN Schools Act, and The South African Schools Act.
3. In addition to receiving an application form for the allocation of a subsidy for the next year,
independent schools already receiving a subsidy will receive a data form (Appendix 5.)
requesting them to confirm the details submitted by them for the current year of subsidy. This
form is produced through the Access Database under the heading Confirmation of Details for
Subsidy Application. This can be sent out with the letter informing the schools of the amount
of the fourth payment at the beginning of the new academic year.
4. Data from independent schools contained on the completed application form is captured and
analysed for the purposes of allocating the appropriate level of subsidy. The proposed levels of
allocation may be presented to the representatives of independent schools on the Joint Liaison
Committee for Independent Schools in KZN.
5. The primary school (Grades 1-7) and secondary school (Grades 8-12) amounts paid per learner
are calculated according to the spending on learners in ordinary public schools. These figures
are calculated by the finance section of the PED.
6. Once the per capita amount for each level in both primary and secondary phases has been
determined, the allocation for each Independent School is calculated using the percentage
associated with the level of subsidy as set out in the table in the Norms and Standards (Figure
3). The allocations are paid quarterly according to the current enrolments at the schools. The
quarters begin with the financial year of the province: Quarter 1 begins in April.
19
Appendix 1
2/2/3
KWAZULU-NATAL
DEPARTMENT OF EDUCATION AND CULTURE
INDEPENDENT SCHOOLS
APPLICATION FOR REGISTRATION/CHANGE OF
PREMISES/OWNERSHIP/STATUS/NAME/CURRICULUM
NAME OF SCHOOL:
NAME OF OWNER:
NAME OF APPLICANT:
CAPACITY OF APPLICANT:
NB. 1. This form should be submitted six months prior to the date on which the school will start functioning.
2. If any space in any section is inadequate, please use a separate sheet of paper.
A. Reason for submission of this form
New applicants Registration of
Grades
Grades
Grades 0
1 to 12
1-7
(reception
an Independent
class) to 12
School for:
only
For existing
Change of premises / ownership / status / name / curriculum
registered
schools
Grades
8 – 12
only
(delete which is not applicable)
B. General Particulars of School
1. Name of owner of premises occupied
by school
2. Address of owner of premises occupied
by school
3. Name of school:
In the case of new schools, please propose three names for the school
Proposed alternative names:
1.
2.
3.
4. Postal Address:
5. Physical Address:
20
Postal Code:
Postal Code:
6. Telephone:
Fax:
Cell:
Email address:
7. Region:
Circuit:
District:
8.
Nearest town/city
For existing schools (where applicable)
EMIS number:
C. Number of Learners (for the first year) – actual and projected
Primary
Actual
Secondary
Projected
Actual
Gr. 1
Gr. 8
Gr. 2
Gr. 9
Gr. 3
Gr.10
Gr. 4
Gr.11
Gr. 5
Gr.12
Projected
Gr. 6
Gr. 7
Sub Total Primary:
Sub Total Secondary:
Overall Total:
Please give No. of learners in Gr. 0 (reception class) or below.
NB Grade 0 is not eligible for subsidy
Number of learners in Grade 0
21
D. Accommodation
1. Number of learning spaces / classrooms
Learning Spaces:
General / multi-purpose rooms:
2. Specialist facilities:
Laboratories:
Cookery rooms:
Needlework:
Woodwork:
Metalwork:
Computers:
Library/Media:
Hall:
Other:
3. Toilets (for the sole use of the school)
Number of seats
available
Number for the
disabled
Number of urinals
No. of hand basins
Girls
Boys
Staff
Total
4.Milling space / recreation / sports facilities:
5.Do you intend to include a boarding establishment / residences? Please give details:
NB.
Approved building plans, health certificate, lease agreement or title deeds must be
submitted together with a TLC / municipality certifying that use will be in accordance
with planning requirements.
6.Recommendation by Education Planner (Physical)
I hereby declare that I have inspected the property and have found that the information
relating to the premises is correct.
The premises are suitable for a school with a maximum enrolment of
learners.
The application for registration is recommended / not recommended (delete which is not
applicable) for the following reasons:
Signed:
Chief Education Specialist (Planning)
Date:
22
E. School Curriculum
1. Proposed curriculum
Grades
1–7
No. of
learners
Learning Areas/
Learning Programmes
Grades
8–9
No. of
learners
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
Subjects / Learning
Areas
Grades
10 – 12
No. of
learners
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
Subjects / Learning
Areas
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12
13.
14.
15
16
NB. Grades 8 - 9: A minimum of seven examination subjects to be studied
Grade 10 – 12: A minimum of six examination subjects to be studied
NB. Please attach a copy of the school timetable and indicate the hours of instruction
2. Give reasons for the proposed school curriculum:
3. I hereby verify that the above proposed curriculum meets the minimum core
curriculum in terms of the national policy.
Signed Applicant
Date
4. Recommendation by Chief Education Specialist (Teaching and Learning Services)
I hereby declare that I have scrutinised the proposed curriculum and found the
information furnished above to be correct.
The application for registration is
recommended / not recommended for the following reasons:
Signed Chief Education Specialist
(Teaching and Learning Services)
Date:
23
F. Qualifications of Educators
Name of Educator
Qualifications
SACE Reg. Number
Please note that there is an attached form for each individual educator.
I hereby verify that the above information is correct.
Signed Applicant
Date
Name of Applicant
Recommendation by Superintendent of Education Management
I hereby verify that the qualifications of educators, as reflected above, comply with the
regulations pertaining to employment of educators at an independent school.
Signature of Superintendent
Date:
Name of Superintendent
24
G. Implementation
Gd.1
Gd.2
Gd.3
Gd.4
Gd.5
Gd.6
Gd.7
Gd.8
Gd.9
Gd.10
Gd.11
Gd.12
Expected time schedule
January 20
January 20
January 20
January 20
January 20
January 20
January 20
January 20
January 20
January 20
January 20
January 20
H. Ownership
1. Please indicate legal entity and give registration number where applicable
1.1. Trust
1.2. Private person
1.3. Public Company / private company (delete if not applicable)
1.4. Religious Organisation
1.5. Close Corporation (C.C.)
1.6. Section 21 Company
1.7. Partnership
1.8 Other - please specify
NB. A certified copy of the founding document/ constitution of the institution i.e. trust deed,
memorandum or certificate of incorporation in the case of all companies must be attached.
2. Office Bearers:
Name
Chairman
Telephone Number
Postal Address
Secretary
Treasurer
Other - please specify
3. Particulars of Owner
Name:
Address:
Tel /Fax:
Email:
25
I.
Budget and Forecast for the Year 20…
Item
Income
Fundraising
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sept
Oct
Nov
Dec
Subsidy
Interest
Fees
Other eg. donations
TOTAL INCOME
Expenditure
Educational media
Furniture
Insurance
Printing and stationery
Rent
Sports equipment
Salaries
Stationery for learners
Textbooks
Telephone and postage
Water and electricity
Other
Total Expenditure
Surplus / deficit
Please provide an education and development plan. Please include your mission statement
Please indicate if you propose to apply for a subsidy:
YES / NO
(Delete which is not applicable)
Please note that if you intend to apply for a subsidy, an application form must be completed.
Certain prescribed conditions apply to the granting of a subsidy.
J. Declaration
I / We
in the capacity as
(Insert full name)
of
(Insert capacity in which you are acting)
do hereby declare that the particulars
(Insert the Name of the School)
furnished above are true and correct and herewith apply for registration as an independent
school.
Signature of Applicant
Date
Place
26
Total
K. Recommendation of District Manager
The application for registration is recommended / not recommended (delete which is not
applicable) for the following reasons:
Signature of District Manager
Date
L. Recommendation of the Senior General Manager
The application for registration is recommended / not recommended (delete which is not
applicable) for the following reasons:
Signature of Senior General Manager
Date
M. Received by Governance and Management
Date of the meeting:………………………………………………….
The application for registration is recommended / not recommended (delete which is not
applicable) for the following reasons:
Governance and Management: Head Office
Date
N. Recommendation of District Evaluation Committee
The application for registration is recommended / not recommended (delete which is not
applicable) for the following reasons:
Signature of Chairperson
Date
27
N. Ratification
To: The Superintendent General
All documentation has been scrutinised and processed and the following comments are
offered:
Head Office Control: Governance and Management:
Comment:
Senior General Manager
Date
Approved / Not approved
Comment:
Superintendent General
Date
28
Section F: Additional Educator Information - A SEPARATE FORM MUST BE
COMPLETED FOR EACH EDUCATOR.
Surname
Initials
ID number
Gender
M
Age
F
Registration number with the South African Council for Educators (SACE):
Please place a cross (x) where applicable.
6. Personnel category
1.Principal
2.DeputyPrincipal
3. HOD
4.Educator
5.Special
Please place a cross (x) where applicable.
7. Teaching level
8. Nature of Appointment
Pre primary
Primary
Secondary
Post Matric
1
2
3
4
Permanent
Temporary
Part-time
Other
6. Remedial
7.Other
9. Qualification Type
Professional Cert/ Diploma
Academic Degree
Professional Degree
Technical cert / diploma
(Professional Diploma in column 9 includes diplomas such as PTD, STD, HED, PTC. Professional
Degree in column 9 includes BPaed, BscEd, BcomEd, M.Ed, DEd etc. Technical Certificate
includes NTC/NT2, NTC/N4, NCT etc.)
10. Qualification Category (old code and new
code)
Without matric
Matric, no training
Standard 6,7,8 or 9 + 2 years training
Matric + 1 or 2 years training
Matric + 3 years training
Matric + 4 years training
Matric + 5 years training
Matric + 6 years training
Matric + 7 years training
Old Code
New
Code
A2
A1
B
C
D
E
F
G
10
11
12
13
14
15
16
17
x
For Educators who teach Grades 8 - 12
Please fill in the subjects you are currently teaching, number of learners, periods, number of years
teaching that subject and number of years formal training in that subject.
Subject taught
Number
Gr8
Gr9
G10
G11
G12
Years of experience
teaching the subject
Years of formal
training in
subject
Learners
Periods
Learners
Periods
Learners
Periods
Learners
Periods
Learners
Periods
Learners
Periods
29
Appendix 2
2/2/3/1-new
KWAZULU-NATAL
DEPARTMENT OF EDUCATION AND CULTURE
ANNUAL APPLICATION FOR SUBSIDY
TO AN INDEPENDENT SCHOOL - Year 2008/2009
1. Name of School
Please note:
If the circumstances of the school have changed i.e. in respect of change of premises /
accommodation / ownership / legal status / name / curriculum, then form 2/2/3 should be
completed before an application for a subsidy can be made.
In 2001/2002 there will continue to be five levels of subsidy. Please read the enclosed
circular before completing this application form.
Please check that the information you supplied when applying for registration (see
"Confirmation of Data to accompany First Application for Subsidy" enclosed) is correct
and still pertains to your application for 2008/2009.
2. School Fees
2.1 Please indicate the ACTUAL AMOUNT of school fees charged by your school PER
ANNUM. Please note that this figure must reflect the TOTAL AMOUNT paid by each learner
including fees paid for e.g. sports, photocopying, extramural activities, transport, library, etc.
Please do NOT include Boarding Fees.
If fees vary according to grade, please state the average amount charged.
Primary School Fees for 2007
Secondary School Fees for 2007
Primary School Fees for Jan 2004
Secondary School Fees for Jan 2004
2.2. What percentage of your learners pay a reduced fee?
2.3 What percentage of your anticipated revenue FROM FEES is lost as a result
of reduced fees. (NOT including bad debts)
2.4 What percentage of learners receive bursaries or other forms of sponsorship.
Please give any other information that may influence your fee structure e.g. arrangements for
books and stationery.
30
2.6
If you receive other forms of sponsorship for the school from e.g. NGOs, Department
of Labour, an overseas donor or any other source, it must be reflected in your audited
financial statement with the specific amounts.
2.7
The audited financial report for 2006 must be submitted as soon as it is available.
Please read the accompanying circular before completing Question 3.
3. Level of Subsidy - please indicate with an X the level for which you are applying
Level 1
Level 2
Level 3
Level 4
Level 5
4. Professional Qualifications of staff
REQV level
in 2001
Std 6,7, 8, 9, 10 + 2yrs training or less
10, 11
Matric +1 or 2 yrs training
12
Matric + 3 yrs training
13
Matric + 4 yrs training
14
Matric + 5 yrs training or more
15+
Academic degree without a professional qualification
5. Remuneration package of teaching staff (please
note: NOT only salary) PER ANNUM
Less than
R20 996,00
Over R20 997,00 up to R32 512,00
Over R32 513,00 up to R47 612,00
Over R47 613,00 up to R74 210,00
Over R74 211,00 up to R111 653,00
Over R111 654,00 up to R130 877,00
Over R130 878,00 up to R158 278,00
Over R158 279,00 up to R179 920,00
More than R179 921,00
6. Learner information - APRIL 2007
Old Code
Number of
people
A
B
C
D
E and above
Please enter number of staff
in each category
Gds 1 - 7
Gds 8 - 12
Total number of learners - APRIL 2007
Please duplicate this page as required or supply the same data by computer generated lists.
E.g. EMIS Annual Survey returns - ages PLUS names.
31
NB. DATA FOR APRIL 2007
For each class, please enter names in alphabetical order according to surname, if possible.
Surname + initials
Date of Birth
Age
Sex
Grade
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
32
8. Declaration
We certify that
1. The tuition provided and the way in which the school is managed complies with the
provisions for independent schools as laid out in the South African Schools Act (1996)
and the KwaZulu-Natal School Education Act (no. 3 of 1996)
2. Since registration, the circumstances of the school with regard to registration, change of
premises, ownership, status, name, approved departmental curriculum have not changed.
If changes have taken place please furnish the particulars:
3. The school is owned by a religious or charitable trust or a company incorporated as an
association not for gain in terms of section 21 of the Companies' Act. (Act No. 61 of
1973) Please supply certification of your legal status if not previously forwarded.
4. All the information supplied above is accurate and correct.
Name of the
Principal
Signature
Name of the
Chairman/Owner/Nominated Representative
Signature
Name of Bank
Branch Code
Name of Account
Account Number
Please double check the information entered above and note that if incorrect information is
supplied, whether deliberate or in oversight, then the Education Department will take steps to
cancel the subsidy and recover any monies paid, as a result of your misrepresentation.
School Stamp and Date:
33
NAME OF SCHOOL:
Please submit this page once your 2006 examination results are available.
Indicate examination results where applicable
7. Examination results – 2006
No. of
candidates
No
passed
%
passed
% university
exemption
Senior Certificate Grade 12
Senior Certificate Repeaters
Grade 11 end of year examination
Name of
Principal
Signature
Name of
Chairman
Signature
Date and School stamp
To:
Mr. SLN Kheswa
Sub-Directorate: Safety
Department of Education and Culture
P / Bag X 9137
Pietermaritzburg
3200
34
Appendix 3
2/2/3/1
KWAZULU-NATAL
DEPARTMENT OF EDUCATION AND CULTURE
ANNUAL APPLICATION FOR SUBSIDY
TO AN INDEPENDENT SCHOOL - Year 2007/2008
1. Name of School
Please note:
If the circumstances of the school have changed i.e. in respect of premises /
accommodation / ownership / legal status / name / curriculum, then form 2/2/3 should be
completed before an application for a subsidy can be made.
In 2001/2002 there will continue to be five levels of subsidy. Please read circular enclosed
before completing this application form.
Please check that the information you supplied when applying for the 2000/2001 subsidy
(see "Confirmation of Subsidy Application" enclosed) is correct and still pertains to your
application for 2001/2002.
2. School Fees
2.1 Please indicate the ACTUAL AMOUNT of the school fees charged by your school PER
ANNUM. Please note that this figure must reflect the TOTAL AMOUNT paid by each learner
including fees paid for e.g. sports, photocopying, extramural activities, transport, library, etc.
Please do NOT include Boarding Fees.
If fees vary according to grade, please state the average amount charged.
Primary School Fees for 2001
Secondary School Fees for 2001
Primary School Fees for 1998
Secondary School Fees for 1998
With regard to the category of fees charged by your school PER ANNUM for 2000:
2.2. What percentage of your learners pay a reduced fee?
2.3 What percentage of your anticipated revenue from FEES was lost as a result
of reduced fees. (NOT as a result including bad debts)
2.4 What percentage of learners receive bursaries or other forms of sponsorship.
35
2.5
Please give any other information that may influence your fee structure e.g.
arrangements for books and stationery.
2.6
If you receive other forms of sponsorship for the school from e.g. NGOs, Department
of Labour, an overseas donor or any other source, it must be reflected in your audited
financial statement with the specific amounts.
2.7
The audited financial report for 2000 must be submitted as soon as it is available.
Please read the accompanying circular before completing question 3.
3. Level of Subsidy - please indicate with an X the level for which you are applying
Level 1
Level 2
Level 3
Level 4
Level 5
4. Professional Qualification of staff in REQV level
2001
Std 6,7, 8, 9, 10 + 2yrs training or less
10, 11
Matric + 2 yrs of training
12
Matric + 3 yrs of training
13
Matric + 4 yrs of training
14
Matric + 5 yrs of training
15
Matric + 6 yrs of training
16
Academic degree only + no professional qualification
Old Code
5. Remuneration package of teaching staff (please note:
NOT only salary) per annum.
Less than
R 20 000
R 20 000 to R 35 000
R 35 000 to R 50 000
R 50 000 to R 75 000
R 75 000 to R100 000
R100 000 to R125 000
R125 000 to R150 000
R150 000 to R175 000
More than
R175 000
Please enter the number of
people in each category
6. Learner information - APRIL 2001
Number of
staff
A
B
C
D
E
F
Gds 1 - 7
Gds 8 - 12
TOTAL NUMBER OF LEARNERS
LESS THAN 20 YEARS OLD ON 1st
APRIL 2001
Please duplicate the following page as required or supply the same data by computer
generated lists. E.g. EMIS Annual Survey returns - ages PLUS names.
36
NB. DATA FOR APRIL 2001 (If not then adjustments will be made in later
payments)
For each class, please enter names in alphabetical order according to surname, if possible. PLEASE
DO NOT INCLUDE NAME OF LEARNERS WHO WILL BE OVER 20 ON 1 APRIL 2001
Surname + initials
Date of Birth
Age
Sex
Grade
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
37
8. Declaration
We certify that
5. The tuition provided and the way in which the school is managed complies with the
provisions for independent schools as laid out in the South African Schools Act (1996) and
the KwaZulu-Natal School Education Act (no. 3 of 1996)
6. Since registration, the circumstances of the school with regard to registration, change of
premises, ownership, status, name, approved departmental curriculum have not changed.
If changes have taken place please furnish the particular:
7. The school is owned by a religious or charitable trust or a company incorporated as an
association not for gain in terms of section 21 of the Companies' Act. (Act No. 61 of
1973). Please supply certification of your legal status if not previously forwarded.
8. All the information supplied above is accurate and correct.
Name of the
Principal
Signature
Name of the
Chairman/Owner/Nominated Representative
Signature
School Stamp and Date:
Please double check your entries and note that if incorrect
information is supplied, whether deliberate or in oversight, then the
Education Department will take steps to cancel the subsidy and
recover any monies paid, as a result of your misrepresentation.
38
Name of School:
Please submit this page once your 2000 examination results are available.
Indicate examination results where applicable
7. Examination results – 2000
No. of
candidates
No
passed
%
passed
% university
exemption
Senior Certificate Grade 12
Senior Certificate Repeaters
Grade 11 end of year examination
Name of the
Principal
Signature
Name of the
Chairman
Signature
Date and School stamp
To: Mr Ian J. Blyth
Sub-Directorate: Open Learning
Department of Education and Culture
P/Bag X 9044
Pietermaritzburg
3200
39
Appendix 4
40
Appendix 5
41
Appendix 6
42
Appendix 7
EC 72 B
KZN: DEPARTMENT OF EDUCATION AND CULTURE
REQUISITION FORM AND AUTHORITY TO PURCHASE
SECTION A
(TO BE COMPLETED BY REQUISITION OFFICER)
Name of School/Office: Example College____________________
Requisition No: _01/2001
Please order the following goods/services on my behalf.
(Completed relevant columns.)
PLEASE ATTACH 3 QUOTATIONS OR CONTRACT AND ITEM NUMBER
QUANTITY ON QUANTITY
UNIT PRICE TOTAL
No.
DESCRIPTION
HAND
REQUISITIONED
AMOUNT
1.
Subsidy (Primary)
R 10 000,00
2.
Subsidy (Secondary)
R15 000,00
3.
TOTAL
R25 000,000
Full motivation for the necessity of the purchase
First Quarter subsidy payment for Example College_______________________________________
Requisition Officer’s Initials and Surname ______________________________________________
Signature __________________________
Designation/Rank ___________________ Date ___________________
NB: Any other information can be submitted on a separate sheet attached to form e.g. Size numbers
for clothing.
SECTION B
(TO BE COMPLETED BY THE PROGRAMME MANAGER OR DIRECTOR)
TO THE BUYING SECTION
1. The purchase of goods/services are approved. Please effect such purchase.
2. I certify that the funds allocated to the purpose are available on programme ..3..
Allocation amount ..R25 000.. Responsibility ..2086.. Major Account ..418949 (Primary)
Item/minor account ..1569..
418968 (Secondary)
3. I certify that this total cost has been entered in my commitment register.
Signature of Programme manager/Director ………………………….. Date …………………..
SECTION C (PROVISIONING SECTION)
ORDER No: ________________
DATE: ____________
43