Infrastructure Plans Prepared by the Directorate: Physical Planning 30 April 2002

Infrastructure Plans

Prepared by the Directorate: Physical Planning

30 April 2002

Current processes• At the launch of the School Register of Needs, 2000 the Minister of

Education, Professor Kader Asmal noted:

1. That the Government’s commitment to ensure that we have an effective capital development strategy is reflected in the dramatic increase in capital budgets across provinces over the MTEF.

2. He is not satisfied with the rate of delivery, which is far from optimal.

3. We cannot and will not allow bureaucratic ineffectiveness to retard service delivery.

4. We will certainly problem-solve the blockages, … we will do whatever is necessary to ensure that the money intended for infrastructure and maintenance are effectively spent and spent on time.

5. Delivery in relation to school infrastructure development and maintenance will form one of the key indicators for the Minister’s monitoring of Provincial Education Departments.

Current processes6. During January 2002, The Minister requested the submission of

provincial business plans for school infrastructure development for the next three years by 5 February 20002. The following business plans have not yet been received: Northern Province, and Eastern Cape.

7. Requests were also made for progress reports on infrastructure development for the Quarterly Report to the President. The following reports have not yet been received: Eastern Cape, Northern Province and North West.

8. The Minister also requested a list of names of schools where learners are forced to receive education under trees or in open

air. A plan with time frames to eliminate these was also requested. Only Mpumalanga submitted lists of schools with the number of outside classes, but without a plan and time-frame to eradicate these instances.

9. The Minister will study these plans in relation to the backlogs in the respective provinces and projected budgets.

Current processes10. The Minister will then take to the CEM a set of performance

targets per province, which will be monitored over the next three years. The Minister will call for detailed and verifiable reports from the provinces on a regular basis.

11. The Minister also undertook to deploy teams to each province to make a detailed assessment of the infrastructure development

plans and to facilitate the resolution of any blockages which may exist.

Brief Overview of Provincial Infrastructure Expenditure and Development Plans

• KWAZULU-NATAL:

1. Focus on reducing overcrowding at existing schools. Overcrowding occurs at more than 2 900 existing schools.

2. Providing a limited number of additional classrooms at as many affected schools as possible.

3. 289 new classrooms were provided between 1 April 2001 and 31 December 2001. A further 712 classrooms are presently

either under construction or ready for tenders to be called.

4. The drawings and documentation of a further 3282 classrooms is close to completion and tenders will be called by DOW on these projects by March 2002.

5. Approximately 132 000 children will benefit from these improved educational conditions.

6. Between 1 April 2001 and 31 March 2002, it is anticipated that 1596 new toilet units will be completed. During the remainder

of 2002 at least 3000 toilet units will be completed.


• KWAZULU-NATAL:

7. Planning phase of 16 new schools will be completed during 2002, tenders will be called for in April 2002.

8. Planning of another 30 major projects (major additions or completely new buildings) will commence in March 2002, with the intention to have contractors on site by the end of March 2003. All projects are multi-year projects and could take up to 18 months to complete.


• GAUTENG:

1. During 2001/2002, the planning of 322 classrooms have been completed, documentation of 21 schools have been completed, 478 classrooms have been put out on tender, 327 classrooms are under construction, and 690 classrooms are in the retention phase.

2. With regard to upgrading/renovations: 9 schools are in the planning phase, 1 is out on tender, 15 are under construction and 17 are in the retention phase.

3. 1030 routine maintenance projects have been completed and 22 schools received services rendered to prevent occurrence of sinkholes/dolines in dolomitic areas.

4. Total expenditure of provincial infrastructure development budget by December 2001, was R 9 449 3179 (51% of allocation). Projected expenditure by end of March 2002 is R169 260 000 (100%).

5. The province received R 32 million as a conditional infrastructure grant. 29 schools were renovated and upgraded in predominantly African areas. Total expenditure to date is R 23 268 478. 100% expenditure expected by end of financial year.


Gauteng: Estimated expenditure over the MTEF Cycle: 2002/3-2004/5 (R'000)

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2003/04R'000

2004/05R'000


• GAUTENG:

1. Macro Plan:

– Immediate Interventions• Define minimum infrastructure standards for primary and secondary

schools.

• Appoint planning officials with responsibilities per district and allocate per schools

• Appoint two building control officials per district and allocate per school.

• Grade all school into 3 categories - Good, Fair, Poor

• Develop a maintenance preventative strategy based on a 3-year and 5-year plan.


• GAUTENG:

1. Macro Plan:

Six Flagship Projects

• Provincial Priority Lists: Priority lists have been compiled by Physical Resources Planning Unit. Reviewed on an annual basis as a result of consultation between external and internal stakeholders.

• School Register of Needs - 2000: Main objective is the elimination of the problems identified in the current SRN over a 3 year period. Maintenance plan will also be developed as part of this project to ensure that the state’s assets are effectively managed in relation to infrastructure.

• New Housing Development Plans: Aim is to achieve effective co-ordination and service delivery between Education and Housing Departments. Investigating the possibility of the provisioning of a school as part of the deliverables of a developer responsible for a housing development roll out plan.


• GAUTENG:

1. Macro Plan:

Six Flagship Projects• Regeneration of Schools Programme: Plan has been developed to ensure

that all existing schools are regenerated and to ensure that basic facilities are provided to the underprivileged communities. Will include the repair of buildings, glazing, painting, roofing, ceiling, electrical work system, landscaping, ablution facilities, classrooms, administrative blocks and the provision of basic sport facilities. School properties will be secured by means of palisade fencing and schools will be made centres of cultural and community life.

• Public Works Labour Progarmme: Programme in conceptual phase. Labour intensive programmes are planned which will impact on the SMME’s empowerment strategy, job creation and sustainability of SMME’s and individuals.

• Public Works Poverty Alleviation Funds:


• GAUTENG:

1. Macro Plan:

Six Flagship Projects

• Public Works Poverty Alleviation Programme: Objective is to prepare a programme under the guidance of the Gauteng Department of Education to contribute towards social upliftment and empowerment of disadvantaged communities by providing opportunities to existing contractors as well as unemployed local labour within the community where the project will occur. Total amount requested is R18,28 million. Estimated costing includes material; labour; training and contingencies.


• MPUMALANGA

1. 2002/03

• 401 classrooms, 28 special rooms, 12 administration blocks and 308 toilets will be built. 26 projects include the provision of water to schools, fencing and electricity connections. 27 schools will be renovated. The total budget is R61 million.

2. 2003/04

• 486 classrooms, 46 special rooms, 35 administration blocks and 348 toilets will be built. 7 schools will be provided with water, 4 schools will be fenced, and 7 schools will receive electricity connections. 6 schools will be renovated. The total budget is R61,36 million.

3. 2004/05

• 510 classrooms, 48 special rooms, 38 administration blocks and 365 toilets will be built. 6 schools will be provided with water, 6 schools will be fenced, and 4 schools will receive electricity connections. 4 schools will be renovated. The total budget is R64,4 million.


• MPUMALANGA

4. The names of the schools to be built are identified annually by communities concerned through the relevant municipalities, circuits

and regions.

5. When funds are allocated from conditional grants or donations, the provincial priority is considered for the selection of schools to be constructed.

6. The province has 10 districts. From the detailed business plan for the 2002/2003 financial year it is evident that equal amounts have been allocated for all ten districts. An amount of R 6 100 000,00 was allocated to each of the ten districts from the provincial capital development budget.

7. The Conditional Capital Grant of R47,5 million has been equally divided between the ten districts. Each district will receive an

allocation of R4 650 000,00. These funds will be utilised for renovations and the provision of toilets at existing schools.


• MPUMALANGA

8. From the R47,5 million Conditional Capital Grant for the 2002/2003 financial year 47 schools will be fenced, 427 toilets will be

provided at schools, 76 schools will be renovated and 14 schools will receive water.

9. The province submitted lists of individual schools with outside classes, classes in unacceptable structures as well as a list of platooning schools.

305 classes are being conducted outside under trees or in the open air.

1425 classes are being conducted in unacceptable structures.

14 schools are platooning in the province.


– FREE STATE

1. At the end of the 2002/03 to 2004/05 MTEF period (if sufficient funds are made available) the Free State Department of Education plans to:

• Build 39 new schools with 924 classrooms. Out of these, 20 new ones with 471 classrooms will be completed while 19 with 453 classrooms would still be under construction.

• Additional facilities (150 classrooms) at 40 existing schools.

2. Budget received for the 2002/03 financial year has been reduced. Change in planned School Building Projects will be carried over to budgets of the 2003/04 and 2004/05 financial years.

3. 20 schools planned for 2002/03 have been reduced to 16. Was done to enable Department to provide 10 halls as incentives to previously

disadvantaged schools that perform consistently well and sport facilities to deserving schools.


– FREE STATE

4. 2002/03:• New schools under construction from previous year: 6 (1 primary, 4 secondary, 1

combined)• Commence with construction of 10 schools (9 primary, 1 secondary)• Completion of 5 schools (2 primary, 2 secondary, 1 combined)• Additional facilities: Under construction: 2 special schools, Commence at 2

primary schools and completion at 16 schools.• Water: Provide 20 farm schools with water (R400 000,00)• Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools

(R4 million)• Electricity: ESKOM will electrify 91 schools (R1,076 million). Department will

provide solar energy at 35 farm schools (R408 000)• Telephones: Provide 400 schools with telephones (R100 000,00)• Strongrooms: Convert classroom to admin block with strongroom at 10 schools

(R1million)• Renovations: Carried over commitments, Emergency projects and 12 major

renovations (R18 999 200,00).


– FREE STATE

5. 2003/04:

• New schools under construction from previous year: 3 (1 primary, 2 secondary)

• Commence with construction of 17 schools (9 primary, 8 secondary)

• Completion of 8 schools (7 primary, 1 secondary)

• Additional facilities: Commence at 3 schools and completion at 21 schools.

• Water: Provide 20 farm schools with water (R400 000,00)

• Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools (R4 million)

• Electricity: ESKOM will electrify 50 schools (R1 million). Department will provide solar energy at 35 farm schools (R408 000)

• Telephones: Provide 320 schools with telephones (R80 000,00)

• Strongrooms: Convert classroom to admin block with strongroom at 10 schools (R1million)

• Renovations: Carried over commitments, Emergency projects and major renovations (R18 050 000,00).


– FREE STATE

6. 2004/05:

• New schools under construction from previous year: 13 (8 primary, 5 secondary)

• Commence with construction of 6 schools (4 primary, 2 secondary)

• Completion of 7 schools (2 primary, 5 secondary)

• Additional facilities: Completion at 3 schools.

• Water: Provide 20 farm schools with water (R400 000,00)

• Toilets: Provide water borne toilets at 20 schools, Pit toilets at 30 farm schools (R4 million)

• Electricity: ESKOM still needs to decide on assistance. Department will provide solar energy at 35 farm schools (R408 000)

• Telephones: Provide 200 schools with telephones (R50 000,00)

• Strongrooms: Convert classroom to admin block with strongroom at 10 schools (R1million)

• Renovations: Carried over commitments, Emergency projects and major renovations (R24 000 000,00).


– FREE STATE

7. Financial Implications:

• Total of R 142,32 million needed for 2002/03. Departmental budget was cut by R28,5 million which creates a shortfall.

• Total of R188,5 million needed for 2003/04. Currently has an indicative shortfall of R74 million.

• Total of R127,29 million needed for 2004/05. Currently has an indicative shortfall of R27 million.

8. Public-Private-Partnerships:• Transaction Advisor has been appointed. Busy with a feasibility study. Should

the feasibility study, affordability study, and the value for money study be approved by National Treasury, the first newly-built schools by the private sector would be ready by 2005/06.


Percentage Expenditure for the 2001/02 financial year

93.2 93.8 95.2

20.919

55

0

10

20

30

40

50

60

70

80

90

100

Maintenance (Section21)

Maintenance (NonSection 21)

Capital Works Minor New Works Infrastructure Grant Total


• NORTHERN CAPE

1. The provincial plans for school infrastructure improvements for the MTEF period (2001/02 to 2003/04) will go a long way towards the elimination of backlogs, but will definitely not eliminate all backlogs.

2. 2001/2002:

• New schools: 3 (52 classrooms over three years) (R20 663 000,00)

• Rehabilitation of schools: 43 (R7 752 500,00)

• Fencing of schools: 5 (repairing) (R385 500,00)

• Making schools accessible for inclusive education: 5 (R358 000,00)

• Special Schools Repairs and Renovations: 8 (R674 244,00)

• Beautification of Schools: 7 (R686 548,00)

• Improvements at schools to meet requirements for IT infrastructure:

40 (R2 143 208,00)

• Day to day maintenance: All schools (R8 049 992,00)

• Total Budget: R40 712 999,00.


• NORTHERN CAPE

3. 2002/2003:• New schools: 1 (R7 500 000,00)• Rehabilitation of schools: 10 (R2 052 150,00)• Fencing of schools: 20 (replacing) (R3 319 000,00)• Fitting Stone Guards: 6 (R963 600,00)• Upgrading of Sports Fields: 8 (R2 328 250,00)• Skills Development: 6 (R1 800 000,00)• Beautification of Schools: 39 (R780 000,00)• Erection of classrooms for IT: 25 (R5 264 000,00)• Improvements at schools to meet requirements for IT infrastructure:

89 (R2 736 600,00)• Construction of new classrooms at 3 schools: 8 (R1 344 000,00)• New ablution facilities: 2 (R412 400,00)• Day to Day Maintenance: All schools (R8 052 304)• Total Budget: R36 552 304,00


• NORTHERN CAPE

4. 2003/2004:

• New schools: 2 (R7 500 000,00)

• Rehabilitation of schools: 28 (R9 348 270,00)

• Fencing of schools: 0

• Making schools accessible for inclusive education: 8 (R670 320,00)

• Fitting Stone Guards: 31 (R4 120 410,00)

• Renovations at Special Schools: 7 (R560 000,00)

• Upgrading of Sports Fields: 7 (R2 010 000,00)

• Skills Development: 6 (R1 800 000,00)

• Beautification of Schools: 39 (R780 000,00)

• Erection of classrooms for IT: 18 (R3 920 000,00)

• Improvements at schools to meet requirements for IT infrastructure:

166 (R5 119 000,00)

• Construction of new classrooms at 6 schools: 8 (R672 000,00)

• Day to Day Maintenance: All schools (R8 430 762,00)

• Total Budget: R44 930 762,00


• WESTERN CAPE

1. The province reported that no classes are conducted outside under trees or in the open air.

2. 2002/2003:

• New schools: 16 (R72 212 000,00)

• Add additional classrooms: 12 (R3 836 000,00)

• Locate new mobile classrooms: 105 (R8 000 000,00)

• Relocate used mobile classrooms: 20 (R1 000 000,00)

• Build forums at schools without halls: 6 (R3 000 000,00)

• New toilet systems and revamping of systems: 5 (R1500 000,00)

• Improve water supply plus new toilet systems: 5

• Electricity connections by ESKOM: 15

• Total Budget: R89 548 000,00.


• WESTERN CAPE

3. 2003/2004:

• New schools: 24 (R41 302 000,00)




• New toilet systems and revamping of systems: 15 (R5 100 000,00)

• Improve water supply plus new toilet systems: 15

• Electricity connections by ESKOM: 25

• Total Budget: R87 891 000,00.


• WESTERN CAPE

4. 2004/2005:

• New schools: 4 (R40 002 000,00)




• New toilet systems and revamping of systems: 5 (R1 500 000,00)

• Electricity connections by ESKOM: Not yet available

• Total Budget: R54 705 000,00.


– NORTH WEST

1. 2002/03:

• Total budget for 2002/2003 is R54 million. Whole 54 million is committed into 15 projects.

• The projects entail 7 new schools and 8 extensions to existing schools. These will deliver the following facilities:

– 181 classrooms

– 336 toilets

– 11 administration blocks

– 17 special function rooms

– 22 offices for Heads of Departments

– 22 storerooms

– 12 school fences


– NORTH WEST

2. 2003/04:

• Total budget for 2003/2004 is R80,8 million. B udget is committed into 93 projects.

• The projects entail 8 new schools, 10 extensions to existing schools and 75 projects entailing the provision of new toilets to existing schools. These will deliver the following facilities:

– 160 classrooms

– 1860 toilets




– 36 storerooms



– NORTH WEST

3. 2004/05:

• Total budget for 2004/2005 is R100,211 million. Budget is committed into 124 projects.

• The projects entail 5 new schools, 8 extensions to existing schools, 100 projects entailing the provision of new toilets to existing schools, and 11 new Student Support Centres at Technical Colleges. These will deliver the following facilities:

– 120 classrooms

– 2260 toilets




– 20 storerooms



• OVERALL OBSERVATIONS OF BUSINESS PLANS AND GENERAL COMMENTS

1. It is evident that the provinces which have submitted business plans are ready for implementation. Although the Department of Education has been informed that the Eastern Cape Department of Education has submitted all their projects for the 2002/2003 financial year to the Eastern Cape Department of Works, no business plan has yet been received from them.

2. Very concerning though is that only Mpumalanga submitted lists of schools with the numbers of classes being conducted outside, under

trees or in the open air. A comparison of these schools and the business plan of Mpumalanga revealed that these schools did not form part of the business plan. Provinces are being urged to submit these lists accompanied by a clear plan with time frames to address these instances as soon as possible according to the President’s directive.



4. It is recommended that the Department of Education should develop a proper format for the infrastructure development business plans as well as clear definitions. This will allow comparative analysis of the business plans of provinces.

5. In the interpretation of business plans and information on delivery, it is vital that the process of infrastructure delivery needs to be understood. The different phases of infrastructure development, namely: prioritisation, planning, document preparation, tendering, construction and retention need to frame the business plan development.

6. The financial reporting on infrastructure expenditure is very complex and unclear. Very different and confusing numbers are submitted to

the Department of Education. Major work needs to be done to ensure that proper systems are put into place to ensure the availability and reliability of expenditure information.

7. The Department of Education is in the process of developing a format to capture delivery of infrastructure in relation to expenditure to enable comparative analysis of delivery.



8. The Department of Education also experiences a problem with provinces which do not submit expenditure data when requested from them.

9. Regular meetings will be held with Physical Planners to take stock of implementation and to develop strategies for resolving blockages. A request to establish a Physical Planning Steering committee as a sub-committee of HEDCOM is in preparation and will be submitted for their approval.

10. The Department of Education is in the process of finalising a framework for the development of capital investment policy.

11. The Department of Education is in the process of analysing business plans and will make recommendations to provinces for improvements.

12. The Director-General: Education together with officials from the Directorate: Physical Planning is currently in the process of holding meetings in provinces with the Heads of Education, Works and Finance to establish the level of infrastructure expenditure and delivery, to identify blockages in delivery and to develop strategies for improved

delivery.



13. The Department of Education will investigate the problem of differences in reported levels of capital expenditure and will with the assistance of provinces develop a proper and reliable system of reporting on infrastructure expenditure and delivery.


• DONOR PROGRAMMES

1. European School Building Programme (approximately R64 million) will be completed by the end of the 2002/ 2003 financial year.

2. Netherland’s assistance for the reconstruction of flood damaged schools in the Northern Province (R15 million) is in implementation and will be completed by the end of the financial year.

3. The basic design studies for the Japanese Grant Aid Programme in the Eastern Cape and KwaZulu-Natal have been completed. The agreements have been signed and the banking arrangements have been sorted out. The tenders for the actual construction work have been awarded in Tokyo in January 2002 and actual construction will commence soon. In the Eastern Cape, 179 new classrooms and 287 toilet booths will be built. 119 rainwater tanks will be installed. The schools will also be fully equipped, furnished and fenced through the programme. The Japanese Grant Aid targets 20 schools in the districts of Mt Ayliff, Tabankulu, Mr Frere, Maluti, Mt Fletcher, Bizana, Flagstaff and Lusikisiki.


• DONOR PROGRAMMES

In KwaZulu-Natal 27 schools in the Ubombo and Ingwavuma districts are going to be upgraded and or constructed through the programme. 215 new classrooms and 116 toilet booths will be built. 154 Rainwater tanks will be installed at the 27 schools. The schools will also be fully equipped, furnished and fenced through the programme.

The basic design study for Mpumalanga has been completed and the Basic Design Study in the Northern Province is currently underway. It is expected that the agreements for the Grant Aid between the two countries for these two provinces will be signed in August this year and that actual construction will commence during the next financial year.

Thuba Makote

• PROGRESS REPORT

The Department of Education is in the process of building the first nine schools funded by the Poverty Relief Fund at the following sites:

Reaipela school, Kuruman, Northern Cape

School in Klerksdorp, North-West

Zinyosi School in Mt Frere, Eastern Cape

Jacob Mduli, Makoko, Mpumalanga

Thulani Primary School, Mkhulu, Northern Province

Ficksburg, Free State

Bloekombos Road Camp, Kraaifontein, Western Cape

Magaliesburg, Gauteng

Edendale, Pietermaritzburg, KwaZulu-Natal

Design phase for the remaining 18 schools will be embarked upon during the current financial year. Construction of the remaining 18 will be done during next year.

Documents

Infrastructure Plans Prepared by the Directorate: Physical Planning 30 April 2002