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Functional Literacy for All:“Making Schools

Continuously Improve”

FY 2008 Budget

Secretary Jesli A. LapusOctober 04, 2007

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Presentation Outline

1. Backgrounda. Scope/Coverage of Basic Education

b. The Basic Education Curriculum

2. Thrusts and Directions, 2008-2010

3. 3-Year Budget Simulation

4. Financing Proposals

5. Proposed Legislative Agenda

6. Initiatives Under BESRA

7. Items for Possible Augmentation

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• Pre-school

Vision: Functionally Literate Filipinos

Sch

oo

ls

• SBM

Tea

cher

s

• Critical learning resources

• Hiring and deployment

• Training

• Certification Program

• Teachers benefits and Welfare

• Feeding

Stu

den

ts

• Food for school

• Every Child a Reader

• Multi-Grade

• Distance and alternative learning

Cu

rriculu

m

• RBEC

• Tech Voc

• English, Science, Math• NAT

• NCAE

• A & E

B A S I C E D U C A T I O N Elementary High School

Public Schools Private Schools

ECEGrade 1

Readiness Test

Alternative Learning Accreditation & Equivalency

NCAE + Counselling

CHED

College/ University

TESDA

Technical Vocational

Labor Force

INDUS-TRY

GASTPE

Teacher Development and Supply

Drop-outs

• ICT in Education • Partnerships with Private

Sector/Industry• Increase spending

for Basic Education

• ICT in Education • Partnerships with Private

Sector/Industry• Increase spending

for Basic Education

Basic Education Framework

DSWD DOH LGUs

Special Education

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Sec. (12-15 y/o)

- Readiness, passion for

lifelong learning and work

Elem. (6-11 y/o)-Foundation skills for learning how to learn

Preschool (5 yrs old)- Readiness for learning

ECCD (0-4 y/o), c/o DSWD

Basic Education Pyramid – CoreCompetenciesBeing Developed

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Core Values Being Developed

Self-respect,

self-esteem Obedience to

elders Honesty Loyalty Sharing,

cooperation Love of God &

country Thrift/frugality

Truthfulness Respect for life Responsibility Independence Equality Love of God &

country Environment

consciousness Sharing, thrift,

frugality Love of work

Respect for others and rule of law

Fortitude; integrity Humility; love of

work Social responsibility Economic

responsibility Temperance Spirituality Peace Sharing, thrift,

frugality

Preschool Elementary Secondary

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Equal Access toQuality

Education

ProgramsPreschool

ElementarySecondaryAlternative Learning

Learning Outcomes

Challenges in Basic Education

where some 20 million learners housed in 43,000 schools and 3,000 community learning centers nationwide must benefit at the shortest time possible

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policiessoftware

staffhardwarebudget

management

teaching-learningprocess

Students possessingbasic competenciesfor lifelong learning

and for work

low proficienc

y

alwaysinadequat

e

poor, variable quality

Scale up proven educational innovations and implement out-of-the box interventions to improve

content, pedagogy, training + governance

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II. Main Thrusts, 2008-2010

1. Leap frog the quality of basic education into global standards (Basic Education Sector Reform Agenda or BESRA)

2. Increase spending for basic education from all possible sources (public national + local, private sources, ODA)

3. Tighten system governance to enhance school-based management

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Leap-frogging basic education quality

a) Investing more in preschool educationb) Improving the quality of teaching and learning

(teacher retooling)c) Improving classroom conditions (addressing resource

shortages)d) Making basic education accessible and relevant to

the Filipino learners (e.g., tech-voc, GASTPE)e) Promoting equity in the delivery of basic education

services (e.g., Madrasah, Special Education, Alternative Learning)

f) Promoting centers of excellence in public schools, particularly in English, science, math, arts, sports

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Increase Basic Education spending

1. Regular financing (GAA)

2. Alternative financing strategies• Adopt-a-School (Private Sector)

• Utilization of a portion of the LGUs’ Internal Revenue Allotment

• Securitization of a portion of the LGUs’ Special Education Fund

• Issuance of Patriot Bonds by NG

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Tightening system governance

1. Performance-based budgeting

2. System-wide quality assurance

3. Accountability-focused

4. Transparency in operations

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2005 2006 2007* 2008* 2009* 2010*

DepED 30% 35% 40% 60% 70% 80%Elem. 84% 85% 87% 90% 92% 96%Sec. 59% 59% 70% 75% 80% 85%Elem. 70% 69% 72% 74% 75% 76%Sec. 67% 75% 79% 84% 89% 93%Elem. 7% 9% 8% 6% 5% 3%Sec. 13% 8% 5% 4% 3% 2%No. of Learners 132,745 134,697 156,250 312,400 343,650 378,026

No. of Completers 94,076 96,851 117,188 237,888 267,242 300,218

% Completers 71% 72% 75% 76% 78% 79%

No. of Test Takers 21,234 45,339 51,979 85,289 111,949 183,689

No. of Test Passers 3,956 9,929 12,425 23,367 32,224 60,602

% Test Passers 19% 22% 24% 27% 29% 33%

Elem. 55% 60% 66% 71% 76% 79%Sec. 47%

(Y2)47%(Y2)

60%(Y2)

64%(Y2)

70%(Y2)

76%(Y2)

N.B. Data on A&E Passers from 2005-2007 are actual; disaggregation by level of education is not available. * ProjectedData on Participation Rate, Cohort Survival Rate and Dropout Rate from FY 2006-2010 are projected.Data on Achievement Rate reflects Mean Percentage Score of Public Schools

Achievement Level

Participation RateCohort Survival Rate

Dropout Rate

Alternative Learning System

Accreditation & Equivalency

LevelIndicator

School Year

G1 Readiness

Sector Performance, Public & Private

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Resource Gaps (costs in billion)

Number Cost Number Cost

Classrooms @ 1:45 Double Shift Across All Regions12,418 6.83

Classroom Needs, Start of SY 9,474Elementary 6,808Secondary 5,610Classroom Req'ts due to Enrolment Increase 2,944

GASTPE equivalent classrooms 556Shortage Net of GASTPE equiv. classrooms 11,862 6.52

10,472 5.76Estimated Shortage at the End of Year 1,390 0.76 1,390 0.76

School Seats1,774,237 1.42

Requirement for New Constructions 481,7125% Allowance to replace damaged stocks 746,873

1,250,000 1.00

Estimated Shortage at the End of Year 524,237 0.42 524,237 0.42

Less Programmed Procurement, FY 2008 NEP

2008 Backlogs UnfundedParticulars

Estimated Shortage, Start of SY

Estimated Shortage, Start of SY

Less Programmed Construction, FY 2008 NEP

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Resource Gaps (costs in billion)

Number Cost Number Cost

Teachers @ 1 Teacher per 45 Students12,733 1.55

"Red" and "Black" Schools 8,964Special Groups 3,769

10,000 1.22Estimated Shortage, End of SY 2,733 0.33 2,733 0.33

Principals24,709 4.43

1,600 0.29Estimated Shortage, End of SY 23,109 4.14 23,109 4.14

Textbooks and Other Instructional Materials74,485,235 4.58

2,108,333 0.2676,593,568 4.8432,358,755 2.06

Textbooks 30,250,422 1.81Other Instructional Materials 2,108,333 0.26

Estimated Shortage, End of SY 44,234,813 2.78 44,234,813 2.78

2008 Backlogs UnfundedParticulars

Less Programmed Procurement, FY 2008

Estimated Shortage, Start of SY Add: Req'ts for Other Instructional Materials, FY 2008

Estimated Shortage, Start of SY

Less Programmed Creations, FY 2008

Estimated Shortage, Start of SY Less Programmed Creations, FY 2008

Total Requirements

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III. 3-year Financial Simulation (2008-2010)

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Underlying Assumptions

1. Preschool EducationScenario 1: DepED will continue to be a provider of

preschool education; lead role will be assumed by National Council on ECCD

Scenario 2: Preschool is part of the basic education ladder i.e., from K to 10; a pre-requisite to Grade 1 (proposed bill)

2. Elementary Education Scenario 1: Class size is pegged at 45 on double-shift

system.Scenario 2: Class size improves from 45 in 2008, to 40

in 2009 to 35 in 2010, all on double-shift system3. Secondary Education – same as elementary4. All prices used are held constant until 2010;

expressed in PhP millions.

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110

120

130

140

150

160

170

180

190

200

210

220

2005-2006

2006-2007

2007-2008

2008-2009

2009-2010

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

2015-2016

School Year

Bu

dg

et

(in

Bill

ion

Pe

so

s)

DepEd Budget "Catch-Up" (Addressing shortages)EFA (+ Additional Programs) Conservative ScenarioDesired Scenario

Budget Scenarios

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Simulation Costs: In million pesos

FY 2008 FY 2009 FY 2010Total Total Total Total Total Total

1 Classrooms 2,819.33 3,398.00 4,122.38 2,819.33 7,183.36 9,076.502 Furniture 308.35 287.21 335.68 308.35 792.94 891.573 Textbooks 2,292.16 2,187.79 2,422.00 2,292.16 2,187.79 2,422.004 Teachers 1,151.40 1,307.15 1,553.47 1,151.45 1,790.63 2,198.605 Science/Math Eqpt. 698.28 698.28 698.28 698.28 698.28 698.286 Tech-Voc Eqpt.* 400.00 400.00 400.00 400.00 400.00 400.007 Service Contracting 395.53 422.93 452.22 0 0 08 School MOOE

a. General MOOE 241.92 1,787.26 3,772.26 637.45 1,991.62 4,027.20 b. Arts & Sports 423.10 423.10 423.10 423.10 423.10 423.10 c. Science & Math 120.66 120.66 120.66 120.66 120.66 120.66 d. SPED Centers 134.00 134.00 134.00 134.00 134.00 134.00

Total Cost 8,984.73 11,166.38 14,434.05 8,984.78 15,722.38 20,391.90

FY 2008 FY 2009 FY 2010Desired Scenario Conservative Scenario

Desired Scenario: Inclusion of preschool to the basic education ladder beginning 2009, and class sizes improve from 45 in 2008 to 40 in 2009 to 35 in 2010, all on double shift basis.

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Comparative Budgets, 2006-2008 (P’000s)

FY 2005 FY 2007 FY 2008 FY 2008

+ GAA NEP Original

2006 Supp. Proposal

OFFICE OF THE SECRETARY 112,165,484 126,801,722 134,790,740 161,117,515PHIL. HIGH SCHOOL FOR THE ARTS 28,298 40,683 43,293 43,296NATL. COUNCIL FOR CHILDREN'S TELEVISION 1,000 1,000 4,000 85,476NATL. BOOK DEVT. BOARD 16,310 19,454 22,070 21,987SCHOOLBUILDING PROGRAM 1,000,000 1,760,000 2,000,000 2,760,000NATIONAL MUSEUM 111,324 TOTAL APPROPRIATION 113,211,092 128,622,859 136,971,427 164,028,274AUTOMATIC APPRO. (RLIP) - GS 8,348,825 8,706,639 9,003,670 9,189,847

TOTAL OBLIGATION 121,559,917 137,329,498 145,975,097 173,218,121

% Increase over previous year 8% 13% 6%

PARTICULARS

FY 2008 NEP is 16% lower than the Original Proposal

Share Against National Budget: 11.9% Notes: 1. 3-year ave. share of GDP is 2.53%. International standard is 6% of GDP, per UNESCO report.2. Ave. share of educ. budget in developing countries is 20%, per WB report.3. Historical Ave. Share of Education Budget per EDCOM Report

1960’s : 29% 1970’s : 11%1980’s : 13% 1990’s : 13%

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FY 2007: P137.3B

PS, P110.7B

CO, P8B

MOOE, P18.62B(13.6%)

(5.8%)

(80.6%)

FY 2008: P146B

PS, P113.6B

CO, P11.2B

MOOE, P21.2B(14.5%)

(P7.7%)

(P77.8%)

Allocations by Expense Class

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DepED Budgets, by Major Final Outputs

Amount (PB)

% ShareAmount

(PB)% Share

Amount (PB)

%

MFO 1 Public Pre-elem. and Elem. Educ. Services 82.76 65.27% 90.01 66.78% 7.25 8.76%

MFO 2 Public Secondary Education Services 36.26 28.60% 38.40 28.49% 2.14 5.89%

MFO 3 Alternative Learning System Services 0.31 0.24% 0.40 0.30% 0.09 28.74%

MFO 4 Basic Educ. Sector Management Services 4.30 3.39% 3.08 2.28% -1.22 -28.38%

MFO 5 Regulatory and Developmental Services 0.03 0.0237% 0.01 0.0054% -0.02 -75.67%

MFO 6 GASTPE Services 3.14 2.48% 2.90 2.15% -0.24 -7.64%

Sub-Total 126.80 92.38% 134.79 92.45% 7.99 6.30%

Add: RLIP (current year) 8.70 6.34% 9.00 6.17% 0.30 3.45%

DepED Schoolbuilding Program 1.76 1.28% 2.00 1.37% 0.24 13.64%

Total, Office of the Secretary Proper 137.26 100.00% 145.79 100.00% 8.53 6.22%

Add: National Book Development Board 0.019 0.022 0.003

Phil. High School for the Arts 0.041 0.043 0.003

National Council for Children's Television 0.001 0.004 0.003

National Museum 0.111 0.111

Grand Total 137.33 145.97 8.642 6%

FY 2007 FY 2008Major Final Outputs (MFOs)

Inc./Dec

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IV. Financing Proposals

1. Utilize 10% of the LGUs’ Internal Revenue Allotment

Total IRA, 2007 P183.9B

10% of IRA, except for bgys.

estimated at 5% P16.6B

P16.6B / P550,000/classroom = 30,216 cls

per year

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IV. Financing Proposals

2. Securitizing 50% of the LGUs’ Special Education Fund (SEF)

ParticularsScenario I (25% of the

SEF Income)Scenario II (50% of the

SEF Income)

2006 SEF Php12,846,170,000.00 Php12,846,170,000.00

Allocated SEF Income Php3,211,542,500.00 Php6,423,085,000.00

Assuming 5 year Tenor Securitized at 10% (all in cost) Proceeds estimated at Php12,174,272,818.00 Php24,348,545,637.00

No of Classrooms (Assuming 550K per Classroom Cost) 22,135 44,270

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IV. Financing Proposals

3. Issuance of patriot bonds by the National Government via the National Development Company

Particulars Amounts

Annual budget requirementto service P20 billion worthof Patriot Bonds at par value

Php3,250,000,000.00

Assuming 10 year Tenor Securitized at 10% (all in cost) Proceeds estimated at

Php20,000,000,000.00

No. of Classrooms (Assuming 550K perClassroom Cost)

36,364

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V. Proposed Legislative Agenda Supportive of DepED Thrusts/Directions1. Institutionalization of Preschool in the Basic Education

Cycle

2. RA 4670 (Magna Carta for Teachers)

3. RA 7160 (Local Government Code)

4. National Career Assessment Examination

5. RA 7880 (“Roxas Law”)

6. PD 1146 as Amended (on GSIS)

7. School Sites Special Land Registration Act

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VI. Initiatives Under BESRA

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Preschool Education Legal Bases

• Early Childhood Care and Development Act (RA 8980)• Executive Order 349 s. 2004• RA 9155. Governance of Basic Education Act• Batas Pambansa Blg. 232. The Education Act of 1982• MTPDP 2004-2010• BESRA Strategy Document

Rationale• Education For All 2015 – “Expand targeted coverage of quality-

assured ECCD programs”• MTPDP 2004-2010 – “ Universal coverage of 5 y/o and

standardized quality of preschool education” Budgets

• 2008 NEP Budget: P2 Billion• 2007 GAA: P 500 Million• 2006 GAA: P 250 Million

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SBM Installation and Support

Legal Basis• RA 9155 – Governance of Basic Education Act• Basic Education Sector Reform Agenda (BESRA)

RationaleSchools are the community-based social institutions that

provide the most widely available formally organized instruction, which is expected to enable students to learn, and thereby attain their desired educational outcomes. If schools are to deliver better outcomes in a sustainable manner, the key stakeholders, within the school and the community, must be enabled and empowered to manage their school-level affairs so that they continuously improve the link between their own efforts and their collectively desired educational outcomes. The central insight of this reform thrust is that people most actively and directly involved in and affected by the school operations are the best people to improve the quality of these schools.

Budgets2008 NEP Budget: P500M2007 GAA : P500M2006 GAA : P250M

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Science and Math Legal Bases

• 1987 Constitution• Republic Act 9155. Governance of Basic Education Act• MTPDP 2004-2010• Batas Pambansa 232• BESRA Strategy Document

Rationale– Chapter 19, MTPDP 2004-2010, “Need to improve the competitiveness

of the country’s knowledge and Science and Technology workers.” Budget

2008 NEP Budget – P918.6M1. Science and Math Equipment P698.0M2. Regional Science High Schools 39.1M3. Support to Special Elem. Science Schools (53 ES) 26.5M4. Support to ESEP High Schools (110 schools) 55.0M5. Cert. Program for Non-Specialists in S& M 100.0M

2007 GAA P 239.1M1. Science and Math Equipment P50.0M2. Regional Science High Schools 39.1M3. Cert. Program for Non-Specialists in S & M 150.0M

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Tech-Voc Education Legal Bases

• Republic Act 6655. Free Public Secondary Education Act. • Philippine Constitution of 1987• Batas Pambansa 232. Education Act of 1982• Republic Act 9155. Governance of Basic Education Act• DepED Order No. 37, s. 2004; DepED Order No. 48, s. 2007• MTPDP 2004-2010

Rationale• Revive and strengthen the existing 261 tech-voc high schools to

provide students with opportunities to acquire TESDA certifiable technical, vocational, industrial and other relevant skills

• Provide relevant foundation skills for higher learning, world of work or entrepreneurship opportunities

• The result of the National Career Assessment Examination 2007 showed that 711,526 or 54.51% of the graduating high school students are with high aptitude for tech-voc programs.

Budgets• 2008 NEP Budget: P528 Million• 2007 GAA: P207 Million

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GASTPE Legal Bases

• 1987 Constitution• Republic Act 6728 of 1989• Republic Act 8545 of 1998• DepED Memo No. 144, s. 2007• DepED Order No. 37, s. 2007

RationaleSecondary education is free, and must be provided to all learners in the

public schools. However, there is limited capacity in the public schools to accommodate all prospective enrollees. The program is thus implemented to provide opportunity for public school excess students to continue their secondary education in participating private schools by providing financial assistance to poor but deserving elementary school graduates. It also helps private schools maximize use of their idle capacity, thereby helping promote their continued financial viability.

Budgets2008 NEP Budget: P2.90B2007 GAA : P3.14B2006 GAA : P2.46B2005 GAA : P1.83B2004 GAA : P1.57B2003 GAA : P1.58B

(Government Assistance to Students and Teachers in Private Education)

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Information and Communications Technology (ICT) Legal Basis

• MTPDP 2004-2010 Rationale

• Chapter 19, MTPDP 2004-2010. “ICT will be harnessed as a powerful enabler of capacity development. It will therefore be targeted directly towards specific development goals like ensuring basic education for all and lifelong learning, among others.”

• BESRA Strategy Document on ICT Integration for Basic Education Budgets

2008 NEP Budget P 264.6M

• DepEd Computerization Program 260.0M• Distance Ed. for Elem. Students 4.1M• Effective Alternative Secondary Education 0.5M

2007 GAA P 299.1M• DepEd Computerization Program: 280.0M• Distance Ed. for Elem. Students: 4.1M• Strong Republic Schools-Distance Learning 15.0M

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Madrasah Education

Legal Bases• MTPDP, 2004-2010• DepEd Order No. 51, s. 2004. Standard

Curriculum for Elementary Public Schools and Private Madaris (Muslim schools)

Rationale• To upgrade the Muslim basic education and

mainstream it as a component of the basic education in the country

Budgets• 2008 NEP Budget: P200 Million• 2007 GAA: P 100 Million• 2006 GAA: P 150 Million

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Alternative Learning System

Legal Basis• Republic Act 9155. Governance of Basic Education Act• BESRA Strategy Document

Rationale• 2003 FLEMMS (Functional Literacy, Education and Mass Media

Survey) cited that 10.5 million Filipinos aged 16-77 years old never attended schools

• To provide opportunity to learners outside of the formal school system to acquire basic education competencies

• Targets 312,400 learners in FY 2008 Budgets

• 2008 NEP Budget: P 310.68M

• 2007 GAA: P230.14M

• 2006 GAA: P 75.55M

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Arts and Sports Legal Bases

• Philippine Constitution of 1987• Republic Act 9155. Governance on Basic Education Act• Executive Order No. 433 (Sports)

Rationale• To provide a nationwide program for students who have

demonstrated talents or potential in the arts and sports• The components are teacher and student training and all other

operating expenses• Includes 17 schools with Special Program for the Arts; and 17

schools with Special program for Sports Budget

• 2008 NEP Budget – P17 Million (@ P500K each for

34 regional schools)

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VII. Items for Possible Augmentation

Original Proposal

2008 NEP Level

Orig. Proposal Less NEP

Proposed Addl.

OutlayTotal Cost

23,921.39 18,091.54 5,829.85 12,516.32 30,607.861 School Bldg. Program-New Classrooms 5,760.00 5,760.00 0.00 760.00 6,520.002 School Building Program - Repair/Rehab. 0.00 0.00 0.00 2,000.00 2,000.003 School MOOE 6,344.94 6,344.94 0.00 951.74 7,296.684 GASTPE 2,848.95 2,899.99 -51.04 550.01 3,450.005 Creation of Non-Teaching Positions 1,971.23 0.00 1,971.23 2,518.88 2,518.886 Basic Services 2,331.11 0.00 2,331.11 2,331.11 2,331.117 Teachers 1,225.00 1,219.00 6.00 333.00 1,552.008 School Furniture 1,000.00 1,000.00 0.00 420.00 1,420.009 Principal I Items 297.47 290.00 7.47 1,075.00 1,365.0010 Quick Response Fund 1,000.00 300.00 700.00 700.00 1,000.0011 Unpaid Teachers Benefits 540.00 0.00 540.00 540.00 540.0012 Hardship Pay 257.78 85.93 171.85 171.85 257.7813 Sports Competitions 167.48 134.11 33.37 33.37 167.4814 BE Research Program 140.00 40.00 100.00 60.00 100.0015 SPED High School, 103 schools 0.00 0.00 0.00 51.50 51.5016 DepED Planning and MIS 37.43 17.57 19.86 19.86 37.43

Particulars

Total Cost

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