PSAM education researcher, Siyabulela Fobosi, has released his budget analysis for the Eastern Cape Education department 2018. Here he outlines some of the key concerns in the province’s budget for education.
What is of concern is that the planning and budgeting of R57 billion for fee-free higher education comes with the baseline reduction to the basic education budget. For example, Programme 6 (Infrastructure Development) of the ECDoE decreased by 10%, in nominal terms, from R1.7 billion in 2017/18 to R1.5 billion in 2018/19. In real terms, the allocation to this Programme decreased by 13% to R1.4 billion. The reason for this decline is due to the reduction in the funding for two conditional grants, namely Education Infrastructure Grant and Maths Science and Technology Grant. This reduction will delay the completion of currently existing infrastructure projects such as hostels, special schools and Early Childhood Development (ECD) Centres.
The reduction in budget for infrastructure is concerning, considering the interdependence of the basic and higher education sectors. One would expect government to ensure massive investment in basic education, so that learners progress well to the higher education. The high fees in universities are not the only reason why many of the learners from the poor schools cannot access higher education. It is also due to the inequalities in the early years of schooling. It remains a challenge for most learners in South Africa, to pass matric well and obtain a qualification in higher education, especially in the context where learners are repeating Grade 3 and 4.
The lack of adequate appropriate infrastructure in schools does adversely impacts on progress towards ensuring equitable access to education and resources. It is particularly disconcerting to note the reductions to important programmes such as the Infrastructure Development which will undoubtedly result in the delay of school infrastructure projects in a province already showing high rates of under-delivery. This reduction is unfavorable for the progressive realisation of the rights of learners to quality basic education. In order to ensure that the budget allocated for infrastructure delivery, the Department must improve the management and monitoring of expenditure. It is high time that the ECDoE, assisted by the Eastern Cape Provincial Legislature, addresses failures in school infrastructure provisioning. Given the funding constraint and overriding economic context – it is imperative for the ECDoE to ensure the efficient, prudent utilisation of limited resources to ensure optimal delivery of a range of education services.
Given the funding constraint and overriding economic context – it is imperative for the ECDoE to ensure the efficient, prudent utilisation of limited resources to ensure optimal delivery of a range of education services.
Originally published on the Accountability Research Center website
Between 2011 and 2014, Ghana went from boasting the world’s fastest growing economy to requiring a bailout from the International Monetary Fund (IMF). While a global downturn in commodity prices precipitated the fall, a lack of accountability in how public finances have been managed has been at the heart of the problem. Fiscal indiscipline, fueled by a lack of oversight and rampant corruption, left the government unable to mount an effective response during lean economic times.
Oxfam and its civil society partners in Ghana were worried that everyday Ghanaians would be left shouldering the burden of the economic crisis. Moreover, Ghanaians worried that their concerns and aspirations would not be represented in the high-level negotiations on the bailout between the Government of Ghana and the IMF. To address these concerns Oxfam and its partners coordinated a multi-level advocacy campaign. The campaign drew together a diverse coalition of civil society—from community activists to globally influential think tanks—able to represent and articulate local level concerns and project a united voice at the national and global levels.
This novel approach proved highly successful in driving important changes in policy and practice that have enhanced accountability, fiscal responsibility, and citizens’ participation. The campaign not only contributed to improving the laws governing how public finances are managed in Ghana, but also helped to increase pro-poor spending and protect crucial social services.
Three key lessons emerged on conducting multi-level campaigns:
Establish accessible communication and sustained dialogue within a diverse coalition.
Use global institutions as strategic levers for top-down accountability.
Invest in citizens’ engagement in policies and implementation over the longer-term.
Earlier this year, I travelled to Tanzania and Benin and conducted interviews with representatives from government, donors and civil society organisations to investigate some of these issues. I looked into the opportunities and barriers for open aid data to be used as an accountability mechanism for partner country citizens. We at Publish What You Fund published a discussion paper earlier this month detailing the findings of our work.
Publish What You Fund, among other organisations, has argued that the public disclosure of information on development activities by major donors is an essential and necessary step to increase aid effectiveness. Substantial progress has been made at the international level through initiatives such as IATI and individual efforts of some major donors and governments to publish more and better quality development data. However, transparency alone is not sufficient as this information also needs to be used to promote accountability to local actors and respond to citizens’ needs.
We are also not the only ones reflecting on this. Organisations such as Oxfam and Open Contracting are also trying to find a constructive and collaborative way to move the transparency agenda forward and shed light on the necessary conditions for data to be used for accountability.
The new framework developed by Liz Carolan of the Open Data Charter, alongside the Transparency and Accountability Initiative, also helped shape our thinking on the matter. That study found 5 steps connecting open data and accountability: data production, sharing and processing, use and action. We proposed two additions to it: an initial step of identifying information needs and mapping potential users; and to also implement feedback mechanisms once data is made available to create a circular and iterative process from transparency to accountability.
Additionally, five key findings emerged from the interviews conducted in Benin and Tanzania:
1.There is a clear and repeated need for more high quality information on aid and development finance.
This was articulated clearly by donor country offices, government representatives and civil society organisations. Recent efforts to provide more information should be sustained and respond to these needs where possible.
2. International donor-led initiatives are not yet meeting country-level needs.
Tanzania’s withdrawal from the OGP is a manifestation of this. More attention needs to be paid to the national context and dynamics at play between different actors. This would help to identify where and how transparency and open data can help to improve development outcomes and accountability to citizens.
3. Both the development and data landscapes are fragmented and this is increasing.
The international development landscape increasingly involves more actors, more diverse flows and varied interests and objectives. In the absence of effective coordination, this complexity is reflected on the governance of data at country-level, also impeding its potential users.
4. A lack of trust in open data and its applications impedes its use as an accountability tool.
Data accuracy issues aside, examples from Tanzania and Benin demonstrated that more openness and transparency is sometimes met with fear of criticism and misinterpretation of the data. These are serious concerns that should be addressed. Shrinking civil society space and legislative restrictions to the access and use of this information, however, do not appear as viable solutions; they rather contradict the stated aim of the open data agenda.
5. With publication comes responsibility.
All actors have a responsibility to go beyond mere publication to make data truly accessible, usable and used. This requires putting people at the heart of transparency initiatives. It is only by working towards the identification of their needs, understanding their concerns and actively seeking their feedback that adequate responses and meaningful change will be implemented at country level. Data alone does not bring change. People do.
September 2017 – Malawian journalist Alick Ponje received the inaugural Southern Africa Media Award in Social Accountability Reporting during the Telkom-Highway Africa Awards Gala Dinner held yesterday evening at the 21st annual Highway Africa conference, the world’s largest gathering of African journalists, at Rhodes University in Grahamstown, South Africa.
Presented by Highway Africa and the Partnership for Social Accountability (PSA) Alliance, the award recognises journalists from Malawi, Tanzania, Mozambique and Zambia whose investigative reporting on social accountability has contributed to improved services in public health and agriculture, particularly in the areas of HIV and sexual and reproductive health and rights (SRHR), and food security.
Ponje’s article ‘Private Hospitals Breach Government Pact’, published in the Malawi News, a newspaper of the Times Group, on 4 February 2017, documents how privately run clinics and mobile clinics are breaching their contracts with the Ministry of Health. The clinics order drugs from the district health office and also demand fees from patients for under-five and maternal health services, which are supposed to be free. The situation has reportedly contributed to the depletion of drugs for publically run health facilities.
“Ponje successfully draws upon and weaves together multiple sources of information, including documentation from the district council, input of officials during council proceedings, and interviews with the Ministry of Health,” stated Highway Africa’s Director Chris Kabwato. “His reporting provides insight into a critical issue of social accountability in the use of public resources, which has affected both health budgets as well as the provision of affordable services.”
“The news media have a critical role to play in holding governments to account for the provision of quality public services,” said Rachel Gondo, Senior Programme Officer at Public Service Accountability Monitor (PSAM). “Ponje has clearly shed the spotlight on the need for governments to closely monitor and regulate the services provided by privately-run but publically-funded health facilities, both in Malawi and across southern Africa.”
SAfAIDS’ Deputy Director Rouzeh Eghtessadi applauded Ponje for interrogating the provision of sexual and reproductive health services at local clinics. “We need more journalists who are willing to delve into the real-life challenges people face in accessing health services, in an unsensational and discriminatory manner. Without such reporting, mismanagement of scarce public resources goes undetected, resulting in a decline in the quality and effectiveness of healthcare services.”
Ponje, 28, now a special projects reporter at the Nation Publication Group, joined the mainstream media in 2014 after graduating as a teacher from the University of Malawi. “Receiving this award is going to motivate me. It shows that people are recognising the efforts we put into our work. I’m in the early years of my career and this will give me the confidence to work on these issues [of social accountability] going forward,” said Ponje.
Ponje applauded Highway Africa and PSA Alliance for initiating the award. “With awards like this, journalists will be more motivated to track how public funds are being utilised. And, at the end of the day, some of these problems might be history.”
Partnership for Social Accountability Alliance is led by ActionAid International together with Public Service Accountability Monitor (PSAM), Eastern and Southern Africa Small Scale Farmers’ Forum (ESAFF), and SAfAIDS, and supported by the Swiss Agency for Development and Cooperation (SDC).
Apartheid’s legacy of skewed resource distribution continues to impede the realisation of the right to basic education. By the mid-1960s, the apartheid government was spending, on conservative estimates, ten times more on white learners than on black learners. Redressing this injustice is a moral, socio-economic and constitutional imperative.
In this article – the first in a series on public school funding – we outline the constitutional framework that must inform education spending and resource distribution in South Africa.
Right to basic education is immediately realisable
The right to basic education guaranteed in section 29 of the Constitution is different from other socio-economic rights. The state’s duty to realise rights such as housing, social security and health-care may be achieved progressively over time and within available resources.
By contrast, Justice Bess Nkabinde of the Constitutional Court, in a landmark judgment, explained:
“Unlike some of the other socio-economic rights, this right [to basic education] is immediately realisable. There is no internal limitation requiring that the right be ‘progressively realised’ within ‘available resources’ subject to ‘reasonable legislative measures’.”
This means that the Constitution recognises that education is a public good that must be made accessible to everyone immediately: to every learner, without exception. This shows the fundamental importance that the Constitution places on education, which must be given priority in the policies, plans and budgets of government. Education funding models must therefore be based on the target of immediately ensuring that all learners access the right to basic education.
Substantive equality and redress
Substantive equality is a fundamental constitutional value and right. Unlike merely formal equality, which requires treating everyone exactly the same, the Constitution recognises historical imbalances and the need to eradicate systemic discrimination against certain groups. Substantive equality requires that the state provide redress for past disadvantage so that everyone is in a position to equally enjoy all their rights, including education. This is key to to the transformative agenda of the Constitution.
Recently retired Justice Dikgang Moseneke explained in a 2004 judgement that “[a]bsent a positive commitment progressively to eradicate socially constructed barriers to equality and to root out systematic or institutionalised under-privilege, the constitutional promise of equality before the law and its equal protection and benefit must, in the context of our country, ring hollow.”
Section 29 has been specifically interpreted by our courts to impose an obligation on the State to not only provide education but to also simultaneously redress past imbalances caused by the racially discriminatory laws and practices of the colonial and apartheid eras.
Constitution guarantees access to quality education
The Constitutional Court has said that “education is the engine of any society”. It is the main way in which economically and socially marginalised adults and children can lift themselves out of poverty and obtain the means to participate fully in their communities.
The right to a basic education provides a way to realise the dignity, equality and freedom of every person. For this to happen, education must be of adequate quality.
A rights-based approach to public school funding
What are the implications of these constitutional principles and rights for funding public schools? At a minimum:
The state must prioritise education funding as basic education is an immediately accessible public good.
Access to education alone is not sufficient. Substantive equality requires that access to quality education is equalised: no person or group of people should receive a vastly inferior education to anyone else.
A progressive funding model is required that lifts the standards of disadvantaged schools up to the levels of resource expenditure (inputs) and quality of learning (outputs) of historically advantaged schools.
The South African Schools Act recognises the need to “provide an education of progressively high quality . . . [and] uphold the rights of all learners”. It requires the state to “fund public schools from public revenue on an equitable basis in order to ensure the proper exercise of the rights of learners to education and the redress of past inequalities in education provision”.
However, while the legislation is laudable for its recognition of the constitutional goal, the mechanics of education funding are not achieving these aims.
In the next articles in this series, we analyse how basic education is funded in South Africa. Beginning with the distribution of funds among the provinces, and then looking at personnel and non-personnel spending, we will explore various shortcomings in the existing model while highlighting what opportunities there are for achieving greater quality and equality in our public schools.
What the Constitution requires
How this impacts the budget process
Basic education must be accessible to all immediately.
Basic education must be treated as a priority in government budgeting processes.
The right to basic education is a right to an education of adequate quality.
Resources must be invested by the state into the basic education system that are sufficient to achieve adequate quality.
Education of an adequate quality must be made available and accessible to all.
no-one may be denied access to education on the basis of their inability to pay fees;
all schools must have access to the resources necessary to provide a quality, basic education;
schools that were underfunded in the past must receive relatively more resources from the state than schools that were well funded during apartheid.
Nurina Ally is the Executive Director of the Equal Education Law Centre. Daniel McLaren is a Senior Researcher at the Studies in Poverty and Inequality Institute.