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0.1 Literature review  (Page 7/19)

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20 (1) (c) develop the mission statement of the school;

20 (1) (d) adopt a code of conduct for learners at the school;

20 (1) (e) support the principal, educators and other staff of the school in the performance of their professional functions;

20 (1) (f) determine times of the school day consistent with any applicable conditions of employment of staff at the school;

20 (1) (g) administer and control the school's property, and buildings and grounds occupied by the school, including school hostels, if applicable;

20 (1) (h) encourage parents, learners, educators and other staff at the school to render voluntary services to the school;

20 (1) (i) recommend to the Head of Department the appointment of educators at the school

20 (1) (j) recommend to the Head of Department the appointment of non-educator staff at the school

20 (1) (k) at the request of the Head of Department, allow the reasonable us of the facilities of the school for educational programmes not conducted by the school;

20 (1) (l) discharge all other functions imposed upon the governing body by or under this Act

Section 21 of the South African Schools Act makes it possible for the school governing body of a public school to apply for the allocation of additional functions or for the Provincial Head of Department to allocate additional functions to the school governing body based on the capacity of the school governing body. According to Section 21 of the South African Schools Act, [Allocated Functions of a School Governing Body]:

21 (1) subject to this act, a governing body may apply to the Head of Department, in writing, to be allocated any (or all) of the following functions:

21 (1) (a) to maintain and improve the school’s property …

21 (1) (b) to determine the extra-mural curriculum of the school and the choice of subject options …

21 (1) (c) to purchase textbooks, educational materials and equipment for the school

21 (1) (d) to pay for services of the school

In terms of the National Norms and Standards for School Funding (2000; para 107) each Provincial Education Department must develop a checklist which schools will use to apply for the allocated functions and will also assist the PED in determining whether the school governing body is capable of managing any allocated function it has applied for – its purpose “is designed to gauge the school’s preparedness to assume self-management” [Marishane and Botha (2004; 100)]. Table 3 below is the checklist currently being used by the KwaZulu-Natal Department of Education for this purpose:

Table 3: Checklist for Section 21 Application
School Governance
1 Is the SGB legally constituted in terms of Sec 28 of SASA Yes No
2 How often does the SGB meet Monthly Quarterly
3 Are detailed minutes of SGB meetings kept? Yes No
4 How often does the SGB meet with parents? Annually Quarterly
5 Does the SGB report annually on activities to parents? Yes No
6 Is the annual budget presented to parents for consideration? Yes No
7 Do parents approve of the school fee structure? Yes No
8 Is there a school fee exemption policy in place? Yes No
9 Has the school appointed a treasurer to the SGB? Yes No
10 Has the school appointed certified auditors? Yes No
11 If YES to 10, then give the name of the school's registered auditors  
12 Does the treasurer have a functioning finance sub-committee appointed? Yes No
13 Does the SGB have plans to raise additional funds for the school? Yes No
14 Has the school in the past year/s raised additional funds? Yes No
15 Does the school pay for the municipal services? Yes No
16 Does the school currently run to budget? Yes No
17 Does the SGB currently pay educator or administrative staff salaries? Yes No
18 If YES to 17, then do such employees have contracts of employment? Yes No
19 If YES to 17, then do such employees have UIF cards? Yes No
20 If YES to 17, then are such employees registered with SARS? Yes No
21 If YES to 20, then give the school's PAYE reference number?  
Finance Committee
22 Does the school have the capacity to administer its finances? Yes No
23 Has the principal and finance officer received financial training? Yes No
24 To what extent has the principal and finance officer received financial training?  
25 Does the school have a bank account? Yes No
26 If YES to 25, then state the type of account  
27 If the school has a current account, then how many signatories are there? 2 or less 3 or more
28 Is the school able to publish its audited financial statements 4 months after year-end? Yes No
29 If YES to 28, then when were the last audited annual financial statements signed?  
30 Is a copy of the departmental financial regulations available at the school? Yes No
31 How often is the bank account reconciled?  
32 Does the treasurer sign every bank reconciliation statement? Yes No
33 Was the schools bank account overdrawn in the last twelve months? Yes No
34 Does the school maintain an asset register? Yes No
35 Does the school keep a record of all the orders it places? Yes No
36 Does the school administer any lease agreements? Yes No
37 Are receipts issued for all monies that the school receives? Yes No
38 After receipt of monies, how long does it take to deposit such monies? 5 days or less more than 5 days
Procurement Procedure
39 Does the school currently purchase LTSM from the school budget? Yes No
40 Does the school have a functioning LTSM committee? Yes No
41 If YES to 40, then is a parent member part of this committee? Yes No
42 Is LTSM budgeted for in the annual budget? Yes No
43 Does the school maintain a stock register? Yes No
Registers and Records
44 Does the school maintain personnel records for all employees? Yes No
45 Is a class register maintained for all classes? Yes No
46 Do learners present identity documents upon registration? Yes No
47 Does the school have a strong-room or safe? Yes No
48 Does the school have an administrative office block? Yes No
49 Does the school have the necessary office space to manage funds effectively? Yes No
50 Is a computerized administrative system used? Yes No
Source: National Norms and Standards for School Funding (2000; 17)
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Source:  OpenStax, Financial management of schools. OpenStax CNX. Nov 16, 2009 Download for free at http://cnx.org/content/col11137/1.1
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