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  • SiyavulaSchoolMgt

    This collection is included inLens: Siyavula: School Management Documents
    By: Siyavula

    Collection Review Status: In Review

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Bibliography

Module by: Leslie Swartz. E-mail the author

Bibliography

Burger D; (2009); South Africa Yearbook: 2009/2010; Pretoria; Pan Macmillan

Burns R B; (1997); Introduction to Research Methods; Australia; Longman

Clarke A; (2008); Handbook of School Management; Cape Town; MacMillan

Cohen L, Manion L & Morrison K; (2007); Research Methods in Education, 6th edition; New York; Routledge

Coombs P H & Hallak J; (1972); Managing Education Costs; New York; Oxford University Press

Cresswell J W; (2008); Educational Research: Planning, Conducting and Evaluating Qualitative and Quantitative Research; New Jersey; Pearson

Cresswell J W; (2003); Research Design: Qualitative; Quantitative and Mixed Methods; California; Sage Publications

Denzin N K and Lincoln Y S; (2008); Collecting and Interpreting Qualitative Material, 3rd Edition; California; Sage Publications

Department of Education; (2007); Occupational Specific Dispensation (OSD); Pretoria; Government Printer

Department of Education; (2000); National Norms and Standards for School Funding; Pretoria; Government Printer

Department of Education; (2000); Self-Managing Schools; Pretoria; Government Printer

Department of Education; (2000); School Records Management Volume 1; Pretoria; Government Printer

Erasmus L J; (2008); Assessing Financial Performance in the South African Public Service: Journal of Public Administration; Vol 43; 401 – 413

Erasmus L J; (2008); Financial Performance in terms of the PFMA – what does it mean: South African Journal of Accountability and Auditing Research; Vol 8; 57 – 66

Hansraj I; (2003); The Financial Management Role of Section 21 Principals; Med Thesis; Durban; UNISA

Henning E; et al; (2004); Finding Your Way in Qualitative Research; Pretoria; Van Schaik

Jones (ed); (2000); KZNDoE: School Fund Departmental Regulations; Durban; Media in Education Trust (MiET)

Kallaway P; et al; (2002); A History of Education Under Apartheid; Cape Town; Maskew Miller Longman

Kallaway P; et al; (1997); Education After Apartheid: South African Education in Transition; Cape Town; UCT Press

King Committee on Corporate Governance; (2002); King Report on Corporate Governance for South Africa; Pretoria; Government Printers

Knight B; (1993); Financial Management for School: The Thinking Managers Guide; Oxford; Heinemann

KwaZulu-Natal Department of Education; (2009); KZN Unnumbered Circular dated 27 May: Declaration of No Fee Schools 2010/2011; Pietermaritzburg; Government Printers

KwaZulu-Natal Department of Education; (2009); KZN Circular 50: Reduction of the Final Allocation 2009/2010; Pietermaritzburg; Government Printers

KwaZulu-Natal Department of Education; (2009); KZN Circular 29: 2009/2010 Final Schools’ Allocation; Pietermaritzburg; Government Printers

KwaZulu-Natal Department of Education; (2009); KZN Circular 50: Reduction of Final Schools’ Allocation; Pietermaritzburg; Government Printers

KwaZulu-Natal Department of Education and Culture; (1996); South African Schools Act No. 84 of 1996; Durban; Mamonga

KwaZulu-Natal Provincial Gazette; 1998; No. R47 – Financial Regulations for Schools; Pietermaritzburg; Government Printers

Leo V; 2003; Asset Management for Schools; Durban; Ingcwenga Consulting

Lincoln Y S and Guba E G; (1985); Naturalistic Inquiry; California; Sage Publications

Mackenzie N & Knipe S; (2006); Issues in Educational Research; Volume 16

Maree L M; (1995); Education Under a New Constitution; Pretoria; Via Afrika

Marishane R N & Botha R J (2004); Empowering School Based Management through Decentralised Financial Control; Africa Education Review; Pretoria; UNISA Press

McMillan J & Schumacher S; (2001); Research in Education: A Conceptual Introduction; Boston; Longman

Mertens D M; (2005); Research Methods in Education and Psychology; California; Sage Publications

Mestry R (2006); The Functions of School Governing Bodies in Managing School Finances; South African Journal of Education; Vol 26; 27 – 38

Mestry R (2004); The Functions of School Governing Bodies in Managing School Finances; South African Journal of Education; Vol 24; 126 - 132

Neuman W L; (2006); Social Research Methods: Qualitative and Quantitative Approaches; Boston; Pearson

Oxford Illustrated Dictionary; (1976); London; Oxford University Press

Patton M Q; (2002); Qualitative Research and Evaluation Methods; California; Sage Publications

Patton M Q; (1989); How to use Qualitative Methods in Evaluation; California; Sage Publications

Potgieter J M; Visser J P; van der Bank A J; Mothatha M S and Squelch J M; (1997); Understanding the S A Schools Act: What Public School Governors Need to Know; Pretoria; Department of Education

Rajah S; (2003); Financial Management Training for Schools: Durban; S R and Associates

Republic of South Africa; (2007); Government Gazette No. 30637: Education Laws Amendment Act, Act 31 of 2007; Cape Town; Government Printer

Republic of South Africa; (2006); Government Notice No. R 1052: Regulations Relating to the Exemption of Parents from the Payment of School Fees in Public Schools; Cape Town; Government Printer

Republic of South Africa; (2003); Report to Minister: Review of the Financing, Resourcing and Cost of Education in Public Schools; Pretoria; Government Printer

Republic of South Africa; (2000); A Guide for Accounting Officers; Pretoria; Government Printer

Republic of South Africa; (2000); Public Finance Management Act; Act 1 of 1999; Pretoria; Government Printer

Republic of South Africa; (1996); The Constitution of the Republic of South Africa, Act 108 of 1996; Pretoria; Government Printer

Rosnow R and Rosenthal R; (1996); Beginning Behavioural Research: A Conceptual Primer; Englewood Cliffs; Prentice-Hall

Saidman I; (1991); Interviewing as Qualitative Research; New York; Teachers College Press

Van Wyk H A; (2004); Perspectives of Effective Financial Management in the Public Sector: Journal of Public Administration; Vol 39; 411-9

Wilkinson D and Birmingham P; (2003); Using Research Instruments: A Guide for Researchers; London; Routledge

Focus Group Interview Questions

1. Status of the school

1.1. Why did you choose to apply for section 21 status?

Or

  • Why did you choose to remain a non-section 21 school?

Probe

  • What are the pros [cons]?

2. Policies and Procedures

2.1. Does your school have a finance policy?

Probe:

  • How was the policy derived?
  • Is it reviewed regularly? [explain]

3.Funding

  • Is the funding received from the state sufficient?

Probe

  • Is your school ranked in the correct quintile?
  • Do you track the expenditure of Norms and Standards via a commitment register?
  • How much are your annual school fees and what is the

collection rate [bad debt factor]?

Probe

  • Are parents aware of the DoEs exemption policy?
  • Are there mechanisms in place to track school fees collection?

4.Budgeting

  • Explain how your school budget is drawn up?

Probe

  • What is your role in the budgetary process?
  • Are all stakeholders involved in the process?
  • Is a budget variance maintained to monitor expenditure?

5.The role of the School Governing Body

  • Does the school have a legally constructed finance committee?

Probe

  • Who serves on the FINCOM?
  • How often does the FINCOM meet?
  • Provide minutes of the meeting of the FINCOM?
  • Does the school have the necessary personnel to perform the required financial functions/duties?

Probe

  • Do the school have a finance officer/ bursar?
  • Who serves as the treasurer of the school?
  • Who are the signatories to the school fund account?

6.The Role of Staff

  • Indicate the aspects of financial management in which the staff are involved?

Probe

  • What is the role of staff in budgeting?
  • Do any staff members sit on the FINCOM?
  • What, if any, assistance is given by the Business, Commerce and Management [BCM] Head of Department [HOD] and the accounting teacher/s?

7.Records and Register

  • Are the statutory records [books of account] and registers

[Assets; Stock & LTSM] adequately maintained?

Probe

  • By whom?
  • Are monthly bank reconciliation done?
  • Does the school maintain petty cash?
  • Does the school conduct the annual Board of Survey?

Accountability and Transparency

  • How are stakeholders kept informed about the financial

standing of the school?

Probe

  • Are the monthly statements of receipts and payments; Bank Statements and Bank Reconciliation Statements submitted to the DoE?
  • Are quarterly Statements of Receipts and Payments presented to the School Governing Body?
  • Are annual financial statement audited [by a reputable auditor as specified in SASA and presented to the parent body as well as submitted to the DoE timeously]?

Financial Management Training

  • Has the DoE provided you and/or your SGB adequate training on managing the schools finances?

Probe

  • Have you been inducted after you assumed duty as a principal?
  • Did the induction include aspects of Financial Management?
  • Are you sufficiently equipped and qualified to perform your financial management role function as elucidated above?
  • Do you have any other academic or professional qualification?
  • Do you think you are adequately trained / capacitated to manage the schools finances?
  • Do you receive from your Superintendent of Education?

10.Time Management

  • As the instructional leader, do you teach [any subject] and if so how many hours per week do you spend in the classroom?

Probe

  • Approximately what percentage of your non-teaching time [NTT] is allocated to financial management?
  • Is financial management as “a needless added responsibility”?
  • Are you able to delegate some of you financial management responsibilities to members of the School Management Team?

Probe

  • Comment on Team Work and ability and/or willingness of the SMT to assist.
  • To what extent is the SGB able to assist in the financial management of the school?

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