introduction for bantu education

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• Soweto Student Uprising
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• Obed Bapela [1:11]
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Bantu Education

"In 1953 the government passed the Bantu Education Act, which the people didn't want. We didn't want this bad education for our children. This Bantu Education Act was to make sure that our children only learnt things that would make them good for what the government wanted: to work in the factories and so on; they must not learn properly at school like the white children. Our children were to go to school only three hours a day, two shifts of children every day, one in the morning and one in the afternoon, so that more children could get a little bit of learning without government having to spend more money. Hawu! It was a terrible thing that act." Baard and Schreiner, My Spirit is Not Banned, Part 2

There is no space for him [the "Native"] in the European Community above certain forms of labor. For this reason it is of no avail for him to receive training which has its aim in the absorption of the European Community, where he cannot be absorbed. Until now he has been subjected to a school system which drew him away from his community and misled him by showing him the greener pastures of European Society where he is not allowed to graze. (quoted in Kallaway, 92)

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2 The Transformation of South Africa’s System of Basic Education

• Published: September 2018
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As background to the rest of the book, the chapter describes and analyses the main structural transformations that took place in post-apartheid education in South Africa. The chapter provides analytical context to the rest of the book. It focuses on three key transformations: governance, school funding, and curriculum. For each, the chapter provides historical background, describes the transformation in some depth, and attempts to answer whether the transformation ‘worked’, and in what sense. The chapter concludes that some of the transformations worked, in that they were actually implemented and had some of (in some cases, such as finance, most of) the immediate intended impact (e.g. increase in equity of resource allocation). In some cases, such as curricular change, the immediate impact was elusive. The chapter concludes that the transformations have not yet had the desired impact in terms of either average achievement or equality achievement, but there are hopeful signs.

2.1 Introduction

Since 1994, South Africa’s education sector has undergone a process of far-reaching transformation. The principal goal of the research presented in this book is to explore at the micro level some political and institutional dimensions of this transformation. However, these micro-level dynamics played out within a broader context of far-reaching change—and are best understood in the context of that change. The aim of this chapter is to provide the requisite background on this broader context.

The transformations wrought by the ANC government, and its civil society partners, on South Africa’s education system in the mid-1990s could be argued to be among the most far-reaching of the second half of the twentieth century anywhere in the world. Nineteen administrative racial systems had to be joined and then re-shaped into nine geographical provinces; funding had to be put on a rational footing that did not provide white children with ten times as much per-child support as African children; large-scale ambition had to be tempered against fiscal realities; salary scales had to be unified; curricula revamped; boundaries between provinces re-established; capital planning systems streamlined; exam systems re-calibrated; and procurement, tendering, and payroll systems unified. The key changes all took place within a few critical years, between roughly 1995 and 1998.

This chapter describes these transformations, suggests some reasons for the key decisions, and details some of what the results for post-apartheid South Africa have been. We do not purport to assess whether other decisions might have produced a better outcome; rather, we argue that the most important transformation choices were to a large degree driven by circumstances, as perceived at the time. The set of circumstances, to be explored as hypotheses that determined the transformational policy choices, include:

The felt need to transform education sector governance by decentralizing certain elements of decision-making to both new provinces and schools. As section 2.3 details, these decisions were not always taken for purely technocratic reasons. Some were political compromises needed to keep important social groups involved in governing the country by giving them a share of the governance, especially over their own spheres of action.

The broader fiscal context which prevailed as of the end of apartheid and the dawn of democracy, discussed in section 2.4. These did not concern only fiscal aggregates, but also the fact that there were other social sectors, affected by apartheid inattention, that were perceived to be in a far sorrier state than education, at least judging from an enrolment criterion and in comparison with other countries.

The necessity of transforming the education curriculum—both to expunge the apartheid legacy, and in response to strong global trends in professional opinion on ‘what works’ in education, as mediated by South African intellectuals, sometimes isolated, as they were, by apartheid sanctions and relative lack of intellectual exchange with the rest of the world during the height of the sanctions in the 1980s and early 1990s. How this played out in practice—and some of the implications for learning outcomes—is the focus of section 2.5.

Before turning to the details of these transformations, we first set the stage by describing the legacy of extreme dualism that was a consequence of South Africa’s dismal apartheid history.

2.2 South Africa’s Education Sector—A Legacy of Dualism

Though it is fairly common to look for the origins of South Africa’s education problems under the explicit apartheid policies that were introduced in the late 1940s, and culminating in the Bantu Education Act of 1953, in reality the attitudes, policies, and issue-treatment that determine the dynamics of the system until the end of the twentieth century go back at least three centuries—in fact, nearly all the way back to the founding of the Cape Colony in 1652. In this brief historical sketch we pause at the very beginning, 300 years ago, just to ‘prove’ how deeply ingrained and historical the problems are; we then ‘fast forward’ to the formalism of apartheid in the 1940s and 1950s, and end up with a look at the situation towards the end of apartheid, providing a quick snapshot of the result of the dynamics of forces over 300 years.

2.2.1 Some Deep Background

The first school in the Cape Colony was started in 1658, just six years after the founding of the colony. As it happens, this coincided with the first arrival of slaves from outside the Cape itself. Already then, van Riebeeck (Commander of the Cape Colony from 1652 to 1662) ‘saw the need to establish an institution…[that] would teach slaves sufficient linguistic skills, in order to promote a greater understanding of their master’s orders…In addition, these slaves would also be indoctrinated in their master’s religion, which would teach them the values of servitude, discipline, and obedience’ (Molteno, 1984 : 45, cited in Moore, 2015 : 20). (Of course, this may not have been so different from how European children were schooled in those days, either in Europe or in the Cape—the influences of Montaigne and Comenius would have been distant indeed. The more interesting point is that this would be done in separate institutions which would presumably allow different interpretations for these curricular values—some for citizens, others for slaves—and interpretation is everything.) The first officially separated building would be opened in 1685 (Moore, 2015 : 20). Later, (some) missionary schools might have had a relatively more humanistic attitude towards education. But, interestingly, this led to conflict with trekboer policies which forbade missionary activities in the Eastern Cape, as a way to not ‘disseminate unsettling ideas of human equality as taught in [one presumes some] missionary schools’ (Moore, 2015 : 21, citing Welsh, 2000 : 109).

2.2.2 Fast-Forward 300 Years

Up until the middle of the twentieth century, the ‘history’ of (African, or in general) education policy in South Africa has to be interpreted as a quilt of various colours, and tendencies, where big ‘Policy’ can only be seen as the accretion of the policies of many different, localized, time-bound policies of particular bodies, some official, some not (e.g. missions). Even so, the tendency for education for Africans to be distinct and inferior, often by design, was self-evident to even casual observers working from the 1960s onward. But it is only in the early 1950s that ‘policy history’ becomes much more easily interpretable via the documentary evidence—the historical documentation leaves no doubt as to the intent of policy, and by then one can now mean Policy with a capital ‘P’—though even so, academics find ways to disagree about ‘deep’ motivations. Some ascribe high apartheid policy to be mostly aimed at the limitation of Africans to be providers of cheap, relatively unskilled labour; others ascribe it to serving the needs of apartness first and foremost. But in the end, the impact is similar.

The guiding policy document was the Bantu Education Act, passed in 1953. This Act, while decisive for education, embodied much of what was criticized about apartheid in general. Under the guise of providing the opportunity for separate development in separate ‘nations,’ it laid out a framework of centralized control, bureaucracy, physical apartness, inferior funding, and paternalism. In the words which many anti-apartheid activists have engraved in their minds, F. W. Verwoerd, one of the architects of apartheid, noted in a Senate speech in regard to the Bantu Education Act: ‘There is no space for him [the “Native”] in the European Community above certain forms of labour. For this reason it is of no avail for him to receive training which has its aim in the absorption of the European Community, where he cannot be absorbed. Until now he has been subjected to a school system which drew him away from his community and misled him by showing him the greener pastures of European Society where he is not allowed to graze’ (Maree, 1984 : 149).

According to one of its key tenets, the Act centralized control of Native Education in the Department of Native Affairs. Mission schools, whose curricular offerings were seen as suspect by the new apartheid government, were brought under the control of the state, and subsidies were eliminated, forcing many to close down. Efforts to create ‘Bantustans’ (quasi-independent ‘reservations’ or ‘homelands’) were initiated in the 1950s. These entities were theoretically able to devise their own education systems, but in fact largely operated in accordance with Bantu Education. Indeed, the intention behind the creation of the Bantustans can be seen as mirroring the Bantu education curriculum: ‘to limit and reorient African political, economic and social aspirations away from a common political and economic life and towards a separated, rurally-oriented, ethnically-based life’ (Chisholm, 2013 : 408). In addition, it would be soon discovered, the Bantustans offered abundant opportunities for populist and patron–client politics. Under the guise of separate development, for instance, high schools were created in the Bantustans, but not so much in the areas where Africans lived within the Republic of South Africa ‘proper’ (though later this policy was rescinded); similarly, each Bantustan was to be given a teacher training college.

Under this legislative regime, per student funding for black schools was much lower than that for other ethnic groups, school feeding disappeared and the state largely placed the burden of the costs of the expansion of schooling on local black communities themselves. Hartshorne ( 1981 ) gives an indication of the inequalities of the system. In 1969, the gap between the unit cost of black and white education reached its widest, at a ratio of 20:1 white to black. At the same time as financing of black education was being squeezed, the government attempted to increase enrolment. In 1972, responding to the crisis in African schooling, the structure of financing changed, and slowly per capita spending differences between black and white children were reduced. However, little additional funding reached primary schools, although in some provinces there was a significant reduction in the number of double-shift schools. Although some gains were made in the retention of children in primary school, quality remained dire. Schooling was further disrupted through the late seventies in widespread student protest action, reaching a climax in the 1976 Soweto school uprising.

In the 1980s, under P. W. Botha, there was an effort to ‘modernize’ apartheid education, largely in response to human capital demands. This was a period of great expansion of schooling, with large increases in African enrolments in both primary and secondary schools. By 1985 the number of secondary students was four-fold that of 1975; 76 per cent of children aged 5–14 were enrolled in primary school (Unterhalter, 1991 : 39). Enrolments, expenditure and the number of African matric passes continued to increase over the 1980s. By the late 1980s the ratio of white to black spending had been decreased to 1:6, although with enormous variations within the ‘black’ category (see below).

Changes in curriculum over the course of apartheid largely mapped onto the shifts in broader ideological discourses and the shifting economic context of the rising and declining apartheid state. Curriculum broadly moved from a culturally oriented curriculum, with a strong emphasis on content and education for the rural, racially distinct ‘native’ and manual labourer in the 1930s and 40s, to a progressively more technicist orientation, and an emphasis on vocational education and the development of skills for a modernising economy. From early on, however, different curriculum knowledge was distributed to different race groups less through different syllabuses and more through different institutionalized forms of provision, especially the lack of broad subject offerings, teaching resources, and qualified teachers in schools for black, coloured, and Indian students.

Schools were governed through nineteen racially separated departments of education for different racial and geographical groupings. Information systems were poor, examination systems dysfunctional and often corrupt, and a draconian inspectorate system was the only accountability and performance management mechanism within the system (Swartz, 2004 ). The Hunter Report (DOE, 1996 ) showed the dismal state of school infrastructure in 1995 after years of neglect. Increasingly, and especially after 1976, black schools, in particular those in urban areas, were largely dysfunctional, the material conditions deplorable, and teacher morale decimated. The apartheid-based curriculum was rejected, and any progressive or state-driven reform became unacceptable. Inspectors were driven from schools. Exams were regarded as illegitimate. Especially in urban areas, student protest action made many schools ungovernable in this wide-scale rejection of apartheid schooling.

2.2.3 Educational Inputs and Outcomes at the Dawn of Democracy

The educational inputs and outcomes at the end of apartheid were a legacy of inequity and, not often noted, also inefficiency. These views influenced important technocrats in the new government. A perspective on both inefficiency and inequity is provided by Figure 2.1 , which shows both expenditure per student in 1990, and a simple ‘instantaneous’ indicator of internal school efficiency, namely the ratio of enrolment in Standard 5 (Grade 7, the last grade of primary) to enrolment in SSA (Grade 1 in the new parlance as an informal measure of the ‘survival rate’ to Standard 5). The results of the relationship are graphed in Figure 2.1 . 1 As the figure shows, there were huge differences in spending per pupil across the systems (far from the ‘5 to 1’ that is often noted with regard to White/African in general)—with the massive additional per pupil spending going to white schools doing nothing to increase ‘survival’ rates. With no comparative data available at the time on learning outcomes, this led some observers at the time to question whether the ‘white windfall’ was achieving much beyond providing pleasant surroundings and ‘posh’ infrastructure.

School efficiency by racial department towards end of apartheid

Aside from the implicit efficiency critique of having to spend so much more on white schools than seemed strictly necessary, there is the equity or equality critique of spending so little on the poor schools, an issue to which we return in section 2.3.

Matric exams are also revealing. Cronje ( 2010 ), using data from the Institute of Race Relations, tracked the performance of black African matric pupils from 1955 to 2008/09. In 1955, only 598 black Africans sat for their matric exams and only 259 achieved a pass. Through the 1960s, the number of black Africans sitting the matric exam increased rapidly, as did the proportions of those pupils obtaining passes and university entrance passes. By 1970, 2,846 black Africans wrote matric and of this group, 1,865 (or 65.2 per cent) passed and 1,103 (or 35.6 per cent) achieved a university entrance pass. The 1960s had therefore seen significant increases in the number of black Africans writing their matric exams. In 1980, 29,973 black African pupils wrote matric. In 1985, 82,815 wrote and by 1990 the number of black African pupils writing matric had rocketed to 255,669. At the same time, however, and through the 1980s and early 1990s, the pass rate and university exemption rate began to fall. In 1993 the pass rate touched a record low of 37 per cent and the exemption rate bottomed out at 8 per cent. The decline in the pass rate is generally attributed to increasingly disrupted schooling through the 1980s, mainly due to political struggle and the breakdown in the culture of learning and teaching in most schools. Some spoke of a ‘lost generation’ of youth who had forgone years of schooling in service of the struggle.

Figure 2.2 extends the analysis by trying to compare not just matric pass rates, but by taking into account the percentage of pupils who reached Standard 10 (Grade 12 in modern parlance). In that sense, what cognitive disadvantage had apartheid education created for the least advantaged in society, as measurable towards the end of apartheid (the early 1990s)? This question is more difficult to answer than it might appear at first. Looking only at the matric pass rates (Senior Certificate Examination pass rates) is not enough, because the proportion who even made it through to Grade 12 varies a lot by population group. To get at that, one might rely on data about persistence in school. But surveys tended not to ask, of those attending school, which grade they were in, and asked instead the highest grade achieved ever, which creates a timing issue. It is difficult to derive completely clear answers, but one can derive a range of estimates of advantage, triangulating various sources. Figure 2.2 , which focuses on the extremes of whites and Africans so as to unclutter the graphics, shows a range of interpretations. Panel A in Figure 2.2 shows the percentage of twenty-one-year-olds having achieved Standard 10 (Grade 12 in today’s parlance), plus various certificates or higher. It shows that for the white population, this was 91 per cent, while for the African population the percentage was 55 per cent: a 1.65 ratio (91/55) in advantage for whites. The 55 per cent strikes us as a little high, but not extremely so, as Panel B confirms. But, in any case, Panel A has the advantage that all the data come from a single source. Panel B shows decrements in percentages achieving certain ‘bars’ according to increments in quality or ‘demandingness’ of those bars. The first two columns show the ratio of enrolment in Standard 10 in 1994 to population of eighteen-year-olds for Africans and whites. In addition, data for senior certificate passes and exemptions were obtained for the early 1990s. Applying the pass rates to the first two columns and the exemption rates to the same two columns gives all the other values. According to these data, whites had advantages over Africans of 1.41, 3.3, and 5.9 respectively, depending on how high the bar in question was. All this provides less optimistic conclusions than the usual pass/writer conception of the pass rate, as the denominator is not those who sit or write the exam, but the whole population, and thus takes into account dropping out prior to Grade 12. A grosso modo , the white/African difference was about 4 to 1 at the end of apartheid.

Educational success, by race, as proportion of populations

This disparity cannot be attributed to differential labour market returns from passing matric; numerous studies have shown that rates of return to secondary and tertiary education range from about 10 per cent to 18 per cent, are similar for whites and Africans (actually higher for Africans), and the returns from post-secondary education are relatively high (Bhorat, 2000 ; Crouch, 1996 ; Mwabu and Schultz, 1996 ). The differential access to matric was therefore a socially inefficient and inequitable phenomenon, depriving society and individuals of access to production and income.

Further insight into the South African patterns of access to education at the dawn of democracy is provided by a comparison for 1989–94 with a selected group of international comparators. 3 As Figure 2.3 shows, relative to these comparators, South Africa was a little—not hugely—skewed, but in ways that are revealing of the racial differences. South Africa’s access to primary education was, at 115 per cent, above the ‘efficient’ maximum for the age cohort—a sign of low quality in the early grades particularly in the African parts of the system, which induced repetition and excess enrolment. Some provinces, largely those where Bantustans had been located, had Grade 1 enrolments which were more than 50 per cent above the age cohort. Secondary enrolment was low in comparison with other countries, but was rapidly (one could say more rapidly than quality could keep up with) catching up (especially in the African portions of the system) and had essentially caught up by 1994. However, the low pass rates highlighted above resulted in a low tertiary enrolment rate relative to the comparators.

Comparative performance of South Africa on access to education

2.3 Transforming Education Sector Governance

The 1996 the South African Schools Act (SASA) and the new Constitution (1996) both transformed radically the institutional arrangements governing the country’s system of education. It replaced the pre-existing, fragmented and racially ordered institutional arrangements with a unified, multi-tiered system:

The national (central) level was assigned responsibility for policymaking, for resourcing the system, and for setting the overall regulatory framework.

The provincial level was assigned responsibility for implementation—spending the budgetary resources made available from the centre, and employing the teachers, administrators, and other personnel who comprised the vast majority of employees in the system.

Substantial school-level responsibilities (including the recruitment of the school principal and senior teachers) were assigned to school-governing bodies (SGBs) in which parents were required to be in the majority.

This transformation in the structure of governance seemingly was consistent with both a technocratic and a political logic. The apartheid state was seen by new technocrats as not only unjust, but also inefficient in its racial decentralization combined with administrative centralization. Decentralization of power, in the framework of a new Constitution and, in the education sector, a new Schools Act, along with a fiscal framework to go along with it (the ‘equitable shares formula’ and the ‘school funding norms’, on which more in section 2.4 ), were seen as a way to both load-shed some responsibility for finances, encourage important social groups to ‘keep skin in the game’, and encourage sub-national levels of government (all the way down to the school) to take substantial responsibility for decisions. Two funding contrasts between SASA and the Bantu Education Act (and its remnants) are especially noteworthy: in the new South Africa, poorer schools would be supported out of the central fiscus (through inter-governmental transfers and the requirements of the school funding norms), instead of depending on supposedly local taxes; and independent schools which attended to the relatively poor and maintained certain quality levels would be funded, instead of deprived of funding as the mission schools had been.

At the time when South Africa’s new education sector governance arrangements were put in place, there was a strong reformist impulse worldwide for downward delegation of education governance to subnational and school levels 4 (e.g. Bray, 1996 ; Fiske, 1996 ; Patrinos and Ariasingam, 1997 ). Even so, a narrowly technocratic perspective is misleading. The South African Schools Act (SASA) was promulgated in the same year in which the country’s final constitution was formally approved. Indeed, the new institutional arrangements for South Africa’s school system aligned well with broader political imperatives which were at the heart of South Africa’s 1994 transition from apartheid to constitutional democracy.

South Africa’s extraordinary transition from racist, apartheid minority rule to a new competitive, rule-of-law based political settlement was one of the most inspiring democratic miracles of the 1990s (a decade of many inspiring democratic miracles). En route to a democratic election in 1994, and the promulgation of a new constitution in 1996, the apartheid-era governing National Party agreed to give up its stranglehold on power; the exiled African National Congress agreed to end its armed struggle and pursue a negotiated settlement; and multiple other protagonists, including large-scale organized business, played influential roles in facilitating the transition. The complex story of what brought these protagonists to the table, and how they reached agreement, has been well told elsewhere 5 and goes way beyond the scope of the present exercise. For present purposes, the crucial insight is that the institutional arrangements incorporated into SASA were explicitly designed to be responsive to the central concerns vis-à-vis the education sector of both black South Africans who were about to become the majority in the emerging constitutional democracy, and white South Africans who were negotiating away their monopoly control over government.

The African National Congress was a mass-based political party, committed to ending South Africa’s system of racial discrimination. In 1994, it received a sweeping electoral mandate, winning almost 63 per cent of the vote nationally. Universal access to education, the move to non-racial institutions in the sector, and the elimination of racially discriminatory practices in the allocation of public funds were all non-negotiable political imperatives. As subsequent sections of this chapter will detail, all of these indeed were achieved under the new institutional arrangement for the sector established by SASA.

For white South Africans, a central concern was agreement on a system of governance which could sustain the quality of the public 6 schools which historically had served their children. The institutional arrangements laid out in SASA were responsive to these concerns in two ways. First, consistent with the broader constitutional logic of the political settlement, the delegation of substantial authority to nine provinces served as a check on at least some aspects of discretionary decision-making by central government. The second, more direct way in which the concerns of the white minority were addressed was via the delegation of substantial authority to the school level. This delegation included, in subsequent regulation, the ability to vote, at the local level, fees to be paid by parents at school level, and for these fees to stay at school level and to be used there with considerable discretion, including the appointment of extra teachers.

SASA (and the South African constitution more broadly) incorporated an overarching principle of non-racialism in admissions policy—although the details were left ambiguous as to how decisions should be made regarding who had the right to attend individual schools for which there was more demand than available places. But beyond this, parents of children in elite public schools (which historically had served the white minority) were well-placed to leverage the authority granted to SGBs to ensure that the schools would remain well managed. Further, as noted, the autonomy provided by SASA included the right to top up public funds with self-financing by the parent body—ensuring that elite schools need not be starved of resources as a result of the racial equalization (indeed, the pro-poor skewing) of certain public expenditures.

To be sure, keeping middle class and elite children in the system was not only in the interests of the relatively privileged minority. There is strong evidence from around the world that ensuring that multiple classes (not only children of the poor) are served by a public system is a crucial buttress for the system’s efficiency and budgetary defence. Further, both delegation to provinces, and participatory school-level governance aligned well rhetorically with the embrace by all parties of the principles of constitutional, democratic governance. In practice, though, as this book explores in detail, the gap was substantial between this rhetorical alignment and the reality of the challenges of governing the education sector in a way which served effectively the disproportionately poor majority of the country’s citizens. And the evidence in Chapters 8–10 suggests that efforts to turn this rhetorical embrace of participation into genuine empowerment of parents and communities, beyond the already-empowered elites, were disappointingly scant.

2.4 Transforming Education Financing

Compared to other upper-middle income countries (UMICs), particularly those that went on to grow robustly, South Africa’s finances were in a dismal state in the period roughly five years before the new government took power. 7

The economy was not growing. In the period 1990 to 1994, immediately preceding the start of the democratic government, South Africa’s economy shrank at an average annual rate of −2.2 per cent, while comparators’ economies grew at 1.8 per cent: a 4-percentage point difference.

The fiscal deficit was high. In the same period, South Africa’s deficit was, on average, 5.9 per cent of GDP; that of its comparators was 0.9 per cent of GDP. South Africa’s deficit peaked at 9 per cent in 1993—it was the highest of any of the comparator countries in that year.

Because debt was accumulating, interest payments as a proportion of total government expense were high, and rising fast. Payments as a proportion of government expense were 15 per cent in South Africa, only 9 per cent in the comparator countries. What’s worse, in South Africa they were rising by half of a percentage point per year, whereas in the comparator countries, interest payments were going down by 1.3 percentage points per year.

Apartheid had left in its wake some urgent social crises outside the education sector. Under-five mortality rates were 183 per cent higher in South Africa than in the comparator countries, and were worsening rapidly. By contrast, as noted earlier, there was already universal access to primary education, and in education the percentage of the population enrolled in secondary education was only a little lower in South Africa than in comparator countries (70 per cent versus 83 per cent), and was growing rapidly.

In short, as detailed further below, relative to other UMICs, South Africa’s fiscal effort in education was relatively high, and enrolment already high. Given the other economic and social challenges, and a pervasive sense (notably including on the part of some influential public officials 8 ) that resources for education were not well used, it followed that there would be no ‘end-of-apartheid’ dividend in terms of increases in aggregate public spending on education relative to GDP. The overwhelming fiscal challenge was to put in place new fiscal formulas which could assure high levels of access to education and reverse the stark inequalities in expenditure inherited from the apartheid years, but without putting too much pressure on the fiscus. The subsections which follow detail how this was addressed, and what was achieved.

2.4.1 New Fiscal Formulas

The fiscal solutions to this dilemma, arrived at by the new technocracy (with particular relevance to education) were two, which worked to complement each other. First, an ‘equitable shares formula’ would create a division of centrally sourced revenue and provide those shares to the provinces and local governments. The formula would consider the weight of certain needs (total population, enrolment, the size of the economy, the need for a certain fixed cost to run a province) to create shares of funding. After keeping a certain amount of funds for financing national-level activities, and a certain amount for subnational activities (the ‘vertical’ break), the central government created a ‘horizontal’ division for the provinces. From within their share, the provinces were free to allocate to various sectors with considerable freedom. Some chose to devote relatively more funding to education, others to health, and so on, as they saw their needs. This allowed the central government to be perceived as responding strongly to a pressure for equity and transparency, while promising only ‘shares’ (but fair shares) of the fiscal fortune, and thus enabling a certain degree of austerity.

In a similar manner, the norms and standards for school funding, as well as the post provisioning norms for educators, provided policy direction from the national Department of Education as to how provincial education authorities should assign resources to schools in an equal (in the case of teachers) or even pro-poor manner (in the case of non-personnel, non-capital expenditure). Schools would typically not be mandated as to how to spend the funds, and some could even procure their own inputs. Echoing the ‘equitable shares formula’, the basic idea was to mandate equity in the shares of per student spending going to schools of different levels of poverty, but not to mandate absolute amounts of per student spending. At the same time, the funding norms allowed schools to self-assess fees, under certain conditions, to keep the funding at their own level, and to meld this private funding with their public funding into a unified vision of the school’s budget under the (presumably) strong supervision of the school governing body. Both ‘formula-driven’ solutions thus focused on equity and shares, without making promises about absolute levels of expenditure. The results seem to have been pro-equity, encouraged the maintenance of an upward trend in enrolment, and did prevent a privatization of middle-class schooling.

As Figure 2.4 makes clear, funding for education remained reasonably constant as a proportion of GDP, at least over the longer haul. Thus, in that sense, the ‘trick’ of keeping the middle classes involved in public education ‘worked.’ Compared to other upper-middle income countries, South Africa spent a high proportion of GDP on education and it maintained this proportion throughout the late 1990s and onwards, as other countries caught up. The result was that by 2015 the expenditure patterns of South Africa and the comparator countries were similar to one another.

Funding for education, South Africa and comparator countries

2.4.2 Trends in Access to Education

After and before apartheid, what did the spending buy for South Africa and for other countries, in terms of access to education (enrolment)? As section 2.2 detailed, as of the end of apartheid, access to primary education was ‘raw’ (‘raw’ in the sense that though access was high, quality was highly variable, and almost always poor for low-income black South Africans).

As Figure 2.5 shows, access to secondary enrolment, already high in comparison with other UMICS, continued apace after the end of apartheid. The percentage of South Africa’s youth cohorts attending secondary education was known to be rising (though the figure makes it hard to see this precisely in the early 1990s, because South Africa was not and in any case reporting in the late 1980s showed South Africa to be nearly on par with the comparators). The rise in attendance at secondary education in the early 1990s had obviously nothing to do with any policies set in place by the democratic government, and much to do with a sort of populist expansion of investment in the Bantustans (which included also the creation of large numbers of teacher training colleges). But the approaches put in place by the democratic government allowed those trends to continue and for secondary enrolments to essentially catch up to the comparator UMICs by 2010 or so.

Access to secondary education, South Africa and comparator countries

Figure 2.6 shows both the growth in enrolment as a proportion of the more-or-less enrolable age groups and, importantly, changes in the pattern of enrolment within those age groups. 9 Given constancy in spending, South Africa showed relative constancy in both enrolment and in composition of enrolment: the end of apartheid had hardly any discernible impact. The comparator countries showed much more growth in total enrolment and that enrolment came about both because of more spending, but also because of a reorganization of enrolment between sub-sectors, with a strong relative shrinking of primary education and an expansion in other levels, achieved partly by increasing the internal efficiency of primary education. Countries in other regions, particularly in Latin America, became more and more convinced of the importance of human capital in generating growth and combatting inequality, and spending was stepped up, particularly in sub-sectors such as early childhood. (Also stepped up in South Africa, but not quite as much, and, perhaps, with not—yet—much demonstration of cognitive results.)

Composition and relative size of enrolment by level, South Africa and comparator countries

2.4.3 Equity in Resourcing

It is clear that resourcing came to be far more pro-poor after democracy. Being pro-poor correlates very closely with being pro-African, but note that the funding norms in South Africa (both in the sense of funding from centre to provinces, and from provinces to schools) were (naturally) de-racialized after democracy, and were set in terms of poverty or were poverty- and race-neutral at best (with one proviso: formerly richer schools typically kept more expensive teaching staff, even if the numbers of teaching staff publicly provided were de-racialized). Data can be tracked by province as well, and, with some assumptions, by race. But the important categories are poverty and province. Strong evidence of the fast changes in, for example, public funding, can be found in Department of Education ( 2006 : 36), and is reproduced as Table 2.1 .

Two summary measures of inequality are presented in this table: a Gini coefficient and a Coefficient of Variation (CV). Both show radical reductions in the inequality of public funding—roughly 75 per cent to 80 per cent in just fifteen years, with most of the change coming in the space of just ten years (1990 to 2000, roughly). Naturally, the provinces did not exist in 1990, but their constituent ‘homelands’ and RSA departments did, their enrolments and their per capita expenditures were known, and so it is possible to present a fairly complete and accurate picture of matters towards the end of apartheid and the progress in the years immediately after. Note that we do not necessarily know the intra-provincial spending inequality, so these numbers may overstate (or conceivably understate) progress. Spending increased faster in the provinces whose internal inequality would have been greater; on the other hand, the school funding norms were already operating and were already reducing intra-provincial inequalities, and if spending increased faster in provinces whose internal equality was improving faster, then Table 2.1 could be understating total equalization.

Table 2.1 makes it clear that the apartheid inheritance disproportionately favoured Gauteng and the Western Cape; so the rebalancing meant spreading their ‘excess’ resources to the other provinces. The Northern Cape, being very small in enrolment terms, did not contribute much in absolute terms to the re-balancing, but gives further evidence that the formula-based cutting back of the ‘bigger spenders’ worked transparently and without much favouritism. However, note also that because the poorer provinces were also among the largest, cutting back on the spending in the higher-spending ones could not result in big per pupil increases in spending in the lower-spending provinces. (Also, recall that how much to spend on education was, according to the equitable shares formula, a matter for the provinces to prioritize, so these numbers are a result both of equity drivers in the central funding, the equity drivers in the school funding norms, but also of provincial decisions on how much of their fiscal share to spend on education.)

Another take, using the actual homelands data from Buckland and Fielden ( 1994 ) and Department of Education ( 2006 ), gives the Lorenz curves shown in Figure 2.7 for inequality of public recurrent expenditure in terms of the fourteen departments that spent money on pupils in a distinguishable manner (i.e. ignoring provincial differences in HoA spending). The curves are approximate, because for the erstwhile administrative departments the curve is plotted with population by expenditure level on the horizontal axis. Nonetheless, the results are striking: the dashed black spending curve for 2004 is nearly exactly equal to the 45-degree line of equality, whereas the lower line for spending in 1991 yielded a Gini coefficient of 0.33.

Changes in inequality curves for distribution of public resourcing of public schools

Naturally, given that the system allowed schools to charge individual fees (determined at local level, and therefore much higher for the higher income groups), these numbers under-state the amount of inequality reduction achieved. Nonetheless, such a rapid reduction in inequality in public spending is unequalled in modern history, to our knowledge. Remaining inequalities, though, surely account for some important differences in performance (van der Berg and Gustafsson, 2017 ).

2.5 Curricular Trends and Learning Outcomes Implications

Among the many transformations of South Africa’s education system, the transformation of the education curriculum was perhaps the most far-reaching in terms of its implications for day-to-day practice in the classroom. This section describes this transformation, reports on the consequences (of the full set of transformations, curricular and otherwise) for learning outcomes, and also on some recent, perhaps somewhat encouraging trends.

2.5.1 Curriculum under Apartheid

Over the forty-eight years of National Party rule, syllabuses, examinations, and prescribed instructional practice changed significantly, adapting to both shifts in political economy and broader international trends in curriculum. The shifts in curriculum can be seen in the changes in the ‘imagined’ learner of different curricula across time. As outlined earlier, early mission and colonial curricula were concerned with the conversion of the ‘heathen indigene’. Industrialisation and the onset of mining focused the curriculum on the development of manual skills and docility (the ‘moral’ and ‘industrious’ learner). In the 1930s, in the light of international debates, the notion of the (indigenous) colonial subject became tied up in issues of cultural specificity and questions of the mind of the ‘native’. Here, strong culturalist notions of the learner, whose language and traditions should be preserved through education, provided the platform for Bantu education and the apartheid ideology of separate development. With the modernization of the economy, higher skills were sought and the curriculum focus became increasingly vocational. In the later 1980s and early 1990s the imagined learner of the curriculum became something quite different—the individual learner of no determinate race on the one hand, and a worker for a growing and diversifying economy on the other. These last reform attempts of the apartheid government, came, however, late in the day and given the intensified political protest and breakdown of teaching and learning in schools, reached only the minority white sectors of schooling.

Despite these shifts, a number of general points can be made about curriculum, especially from the mid-1950s onwards. Firstly, different knowledge was distributed to different race groups, accomplished less through different syllabuses and more through segregated provision, and differences in the material and symbolic resources available to different race groups in different schools. The fact that the curriculum was very similar on paper was used to mask inequities. The Minister of Bantu Education in the late 1970s proudly claimed that his department ‘had not only adopted the same curricula and syllabi as were used by Whites, but Black and White students were now writing the same senior certificate and matriculation exams’ (Marcum, 1982: 21, cited in Jansen, 1990 : 202). Black students, however, received watered-down, minimal or narrower curricula than children in the white department of education. There were different subjects on offer in white and black schools, more academic in white schools, and more vocationally oriented in black schools. The distribution of teachers capable of teaching more demanding subjects was also quite different. Secondly, the issue of language was paramount and would become the flashpoint for intense protest in the 1970s. The language issues are complex, and shifted over time, but crucially had to do with the imposition of Afrikaans on African language speaking learners as the language of instruction and testing. Language was also used, especially in the primary school, as a means for establishing the cultural particularity and apartness of black learners; while white, Indian, and coloured children had to learn two languages, African children had to learn three (for long periods, as early as the third grade). Third, curricula contained racial biases favouring whites, and the stereotyping of the black population as tribal, rural and backward. Ideological content was added to the syllabuses specifically for black learners presenting a narrow (largely rural) and static view of ‘Bantu society’, and referencing some folk and historical heroes as well as contemporary apartheid arrangements and governing institutions for the black population. Fourth, and throughout the period, curricula constructed during apartheid were subject-based and content-driven, with minimal explicit conceptual content-skill relationships made. Knowledge across curriculum reforms was regarded as ‘given’ and strong boundaries were maintained between different subjects.

Among South Africa’s education sector pedagogical thought leaders, there was an enduring progressivist thrust in curriculum, both inside and outside of the state, sustained through the decades up until the transition to democracy in 1994. To be sure, official attempts at curriculum innovation in the 1970s and 1980s were largely piecemeal—often consisting of taking out contents or adding in new contents in different subjects. But there also were ongoing micro-reforms, often influenced by trends in the United States and United Kingdom, notably ideas arising out of progressive reforms there. Galant ( 1997 ) gives the example that, between 1974 and 1984, at least five new syllabuses were introduced in South Africa following the ‘new maths’ movement in Europe. However, these largely had effect in white schools only. There was also a significant amount of curriculum work being done outside of state institutions, as alternatives to the traditional curriculum forms developed during the apartheid era.

2.5.2 A Radical Curriculum for Democracy

The first post-apartheid curriculum, Curriculum 2005 (C2005), introduced in 1998, was a radical constructivist curriculum that emphasised a learner-centred, outcomes-based approach to teaching and learning. It backgrounded prescribed knowledge content, leaving it to teachers and learners to select the appropriate content or precise method in order to achieve specified outcomes. Textbooks and testing were regarded as authoritarian and backward-looking, and were dispensed with (apart from the Grade 12 examination). C2005 was framed as a ‘radical break’ from the apartheid past. It was essentially a reform focused on pedagogy—intent on shifting authoritarian relations of classrooms, defined by bureaucratic routine, deferential ritual and whole class, choral production of knowledge at a very low level of cognitive complexity. In the process of addressing issues of pedagogy, knowledge and its specification was lost.

What is often missed in the accounts of the shift from apartheid to C2005 is that although the changes introduced represented a radical departure from the past for black schools, for white schools (which had been part of the final progressive curriculum reforms of the apartheid era) there was much continuity between the new curriculum and established pedagogic practices (Harley and Wedekind, 2004). Thus, the schools where teachers were in the first place less qualified, were also the schools who were most disadvantaged by the very unfamiliar terms of the new curriculum.

2.5.3 Reforming the Reform

The new curriculum, C2005, quickly came under severe criticism. What became clear in its implementation was its complexity, incomprehensible to many, and inappropriate for the majority of classroom contexts (Jansen and Christie, 1999 ). The system was unprepared for the shift to a radical, learner-centred, outcomes-based curriculum—introduced in a very short space of time, with very little training. A review of the curriculum followed in 2000, presenting the central critique of C2005 as barring access to school knowledge for both learners and teachers. The fact that the curriculum had removed most of subject content, and replaced it with outcomes expressed as generic skills, meant that teachers were expected to select the appropriate content and design ‘learning programmes’ themselves. Teachers in more advantaged schools were confident, well advised, and could rely on past experience and training in selecting content from their field of specialisation to construct appropriate learning programmes for students. However, in the majority of schools, poor prior training, and a lack of school-level support made this impossible. Pedagogic practices of the past, entailing the communal production of low level, localised content, persisted. The central difference was that learners sat in groups—group work becoming for many teachers a graspable outward form of the curriculum they could implement, masking real change in the classroom.

The 2000 review introduced a second iteration of this curriculum, the National Curriculum Statement. It retained the outcomes-based framework, but delineated more clearly content knowledge and appropriate methodologies for teaching. It also attempted to reassert the importance of summative assessment (tests and examinations). The retention of outcomes, however, would prove politically contentious and pedagogically problematic. Under increasing pressure of poor student academic outcomes and stringent public criticism of the outcomes-based education framework, a further review was initiated in 2009; in 2012 the current curriculum, the Curriculum and Assessment Policy Statement (CAPS) was implemented. In this curriculum, outcomes-based education was abandoned in favour of clear, per grade content stipulation, as well as specified pacing and sequencing requirements for the curriculum. The importance of textbooks as key pedagogical resources for both students and teachers was reasserted. A programme of distributing curriculum-aligned workbooks to all learners was entrenched. CAPS thus established a clear and stable curriculum-based signalling system for teacher training, the development of textbooks, and accountability for classroom practice. The highly specified curriculum would also lay an important basis for experimentation in instructional reform, discussed below.

Teacher training did not receive the same levels of attention as curriculum reform—and was complicated by the under-stipulated nature of C2005. Thus, teachers schooled and trained through Bantu education under apartheid lacked opportunity to overcome the legacy of a very poor preparation for teaching. Without teachers gaining a better content understanding of subjects to be taught, not simply new and complex ways in which to teach them, there was unlikely to be significant change in classroom practices and learning outcomes. Although more recently there has been some shift in instructional practices (Hoadley, 2018 ), especially in the number of texts in classrooms, many of the practices dominant under apartheid, the communalized, slow pace of learning and low level of classroom content, persist in the majority of classrooms (Hoadley, 2012 ). The clear specification in the CAPS of what content is to be covered when and in what order has promise to shift these practices both directly in classrooms and through defining subject-specific teacher training requirements more precisely.

2.5.4 Cognitive Achievement after the Transformation

This is a complicated story, and much depends on what countries one compares South Africa with, and on what issues. One can start with the most commonly held and alarming part of the story: that South Africa, in comparison with the world as a whole, or at least in comparison with the parts of the world that participate in assessments such as the Trends in International Mathematics and Science Study (TIMSS) or Progress on International Literacy Study (PIRLS) (repeated approximately every three years since 1995), performs badly, in absolute terms (last or nearly last—but noting that most countries that participate in these assessments are wealthy countries with long-established education systems), but also, perhaps more alarmingly, relative to its level of per capita income and the level of fiscal effort devoted to education. In exercises predicting results in TIMSS Grade 4 Mathematics for 2015, and PIRLS 2016, using GDP per capita and public spending on education as a share of GDP as predictors, for instance, South Africa’s actual performance is much worse than expected—in fact, South Africa is perhaps one of the ‘worst’ outliers. Figure 2.8 shows predicted performance on the horizontal axis and actual performance on the vertical axis. South Africa is clearly a negative outlier—and this is at least fifteen years after the end of apartheid, when the system has had at least ten years to ‘practice’ with improving lives for the children who take this assessment.

South Africa as an efficiency outlier in TIMSS and PIRLS

In the case of SACMEQ III (2007) data, South Africa appears not so much as an under-performing outlier. Part of the reason for this is that in making comparisons in SACMEQ, the total score achieved by students is affected by the degree to which the country has a high primary school completion rate: countries with a higher completion rate are making a bigger ‘access effort’ in reaching out to previously un-served portions of their populations, and are thus trying to educate those who are harder to educate (e.g. may be first-generation literates in their families). Once this is corrected for, 10 what is interesting is not so much that South Africa is a negative outlier (as is the case in TIMSS 2015 and PIRLS 2016) but that (as Figure 2.9 shows) there seem to be positive outliers, namely Kenya, from which South Africa could perhaps be learning (but generally has not been, or had not been until recently). Chapter 10 explores this issue further.

Kenya as positive outlier in SACMEQ

Almost any way one looks at it, the internal distribution (the cognitive equality) of South Africa’s scores is quite poor, at least in comparison with other countries taking part in assessments such as TIMSS, PIRLS, and SACMEQ. However, using various rounds of TIMSS, inequality has decreased, even markedly if one believes the data. Taking the score produced by children at the ninety-fifth percentile of the score distribution, subtracting the score produced by children at the fifth percentile, and dividing the result by the score produced by children at the middle of the distribution is a reasonable measure of relative inequality. Typically, developing countries with low averages will tend to show higher relative inequality (because the denominator is low). Wealthier, more educationally developed countries will tend to show less inequality, both because they actually apply more effort to improve things at the bottom of their distributions, and because their averages are higher.

Table 2.2 shows some examples, and shows South Africa’s placement both at a given point in time and over time. The data are sorted from the most equal country in 2003 to some of the most unequal in 2003, 2011, and 2015. It is clear that South Africa is among the most unequal, though there are sometimes one or two that are just a bit more unequal. Table 2.3 shows the data for PIRLS 2016, showing that South Africa, has, if not quite the worst inequality results (using our index), close to it. Some developing countries which have done more work on improving equality are shown. Chile, for instance, in 2016, has nearly 40 per cent less inequality as South Africa does in PIRLS 2016. (But note only about 25 per cent less in TIMSS 2015 Grade 4 Mathematics.)

The inequality in South Africa looms particularly large also in comparison with other countries in the SACMEQ region. Figure 2.10 shows each country’s average reading and mathematics scores in 2007 (SACMEQ III) in the bars. Differences, in each country, between the performance of high and low SES students are shown as lines. One line (solid) shows the absolute difference, that is the difference in points scored, between the high-SES and the low-SES students. Another line (dotted) shows the difference divided by the average score: a more thorough indicator of inequality, if perhaps a slightly harder one to understand. 11 Countries are shown ranked from left to right in order of overall performance. This helps make it clear, comparing the size of the bars and the slope of the lines, that in general (in the case of SACMEQ—no such assertion can be made for other cross-country assessments) there is an association between increasing average scores and increasing inequality. South Africa is seen to be of middling performance in terms of the total score. But the most striking thing is that in spite of South Africa’s average performance being only middling, its inequality as measured using either of the measures noted, was distinctly the highest, especially taking the relative (dotted) measure into account. 12

South Africa as an inequality outlier, SACMEQ data

2.5.5 Recent Upticks in Performance

The low results for South Africa, especially when one controls for fiscal effort made in favour of education and for GDP per capita, and also the inequality in the results distribution, have been alarming, especially as they are evident ten to fifteen years after the changes that would supposedly benefit the children were crafted. Some, as noted above, foresaw likely low impact from early on. However, more recently there have been some signs of hope. First, as van der Berg and Gustafsson ( 2017 ) have shown, recent levels of improvement of South Africa in TIMSS are quite fast, comparable to Brazil’s improvements on PISA—themselves quite fast. Table 2.2 shows that, at the fiftieth percentile (the median), South Africa’s TIMSS performance between 2011 and 2015 improved by about twenty points. Van der Berg and Gustafsson ( 2017 ) explain that Brazil’s improvement in PISA, of about 0.06 of a standard deviation per year, is at about the upper limit of how quickly countries can improve, and that South Africa’s improvement is on a par with Brazil’s. Whether these trends will continue, and how truly solid they ultimately are (they seem to be) would be hard to say. But for now they seem to bode well. The same authors show improved results in the equity of matric results in more or less the same period (roughly 2008 to 2015). And this lines up well with the evidence on the reduced inequality in TIMSS results presented in Table 2.2 .

At the same time, at the pilot project level, it seems as if fast improvements are possible and are documented, even in underprivileged schools, via what Fleisch ( n.d. ), and Fleisch ( 2016 ) calls a ‘turn to the instructional core’ and sometimes the ‘triple cocktail’ of simplified curricular lesson plans, vastly improved and intensified coaching of teachers, instructional and curricular materials that (perhaps for the first time) are aligned a) with the lesson plans and with vastly improved and increased coaching and b) are available in the home language of the learners. 13 A description of the components of these early grades reading projects is to be found at Department of Basic Education ( 2017 ). To some extent, these efforts represent the most serious attempt, perhaps since the end of apartheid, to reverse the litany of cogent critiques of classroom instruction presented by Hoadley ( 2012 ) and are documented perhaps most succinctly and accessibly in Spaull and Hoadley ( 2017 ). 14 Even earlier, however, critics of C2005 had experimented with methods of direct instruction that seemed to work well, at least at imparting basic concepts (Schollar, 2015 ).

Now, one might over-read into these glimmers of hope, because of the usual ‘external validity’ problem of pilot projects and randomized controlled trials. However, there is a lot of evidence from other countries that the basic ‘formula’, elsewhere referred to as ‘structured pedagogy’, (Snilstveit et al., 2015) used in these particular efforts in South Africa, does work in general, and are thus less of a concern over what one might call pedagogical or cultural external validity. 15 This is part of a broader worldwide trend towards ‘teaching at the right level’ while eschewing the damage created by curricula and teaching and lesson approaches that are theoretically ambitious but very badly implemented in practice. 16 While strong evidence would suggest that these programs do not suffer from much of a pedagogical or cultural external validity problem, they could suffer from the usual ‘exhaustion when taken to scale by government problem’, whereby, when a programme is implemented by government, the necessary fidelity which can be guaranteed by good governance and accountability is lost, as has been documented in other cases (see Bold et al., 2013 ).

But serious concerns remain. The glimmers of hope noted above seem real enough. But they are either not big, or if big, not sustained (yet) over any serious length of time. Or, the changes refer only to pilot projects, sometimes without rigorous randomized controls (though sometimes with). South Africa’s educational outcomes are so far behind other middle-income countries, as noted above, that stronger remedies seem necessary, and most commentators on the scene do not see them. Either the lists of remedies scholars provide are very long, or the remedies would seem to require using up quite a bit of political capital. The pedagogical dysfunctionalities observed in the classroom and reported by Hoadley ( 2012 ) are many and profound. Nick Taylor, writing for DPME/Department of Basic Education ( 2017 ), notes that time management in schools remains poor, teacher content knowledge is way below what is needed to sustain instruction, formative assessment is weak, and teaching and learning materials are not always present. He lays particular blame on corruption, nepotism, and usage of union power to select often inappropriate teachers—in essence, governance and management problems.

2.6 Tentative Conclusions

To speak of the results of the transformation as if they could be causally traced to the transformation would be mistaken. Policy changes as massive as those wrought in South Africa are hardly controlled experiments; any mention of causality therefore should be seen with suspicion. We occasionally lapse into language that seems to assign causality because it is inelegant to be qualifying constantly. But the proviso holds throughout.

The thesis of this section, and hence of the whole chapter, could be put something like this:

Governance was reformed and unified in ways which were responsive to both the imperatives of South Africa’s broader political settlement, and to normative conceptions of ‘good practice’ which prevailed at the time, both globally and within South Africa.

The government succeeded in transferring resources in a sharp manner. Perhaps not as much as would have been desired by progressive educationists, but to an extent that is unprecedentedly large relative to the international experience and, strikingly, was achieved within a framework of severe macroeconomic constraint.

The curriculum was reformed and unified so as to do away with odious apartheid implications and at the same time to ‘modernize’ it according to the dominant global and national perceptions of the day, recognizing that even under apartheid certain ‘modernizing’ reforms had already started.

Yet, at least by the middle 2000s, or approximately ten years after the formal end of apartheid and the start of the transformations, there seemed not to be much to show for the effort, particularly viewed from the twin lenses of efficiency and equity. Numbers (‘access’) had increased a little (in some sub-sectors a lot). But learning outcomes, and their inequality, in particular, seemed largely stuck, in spite of some glimmers of hope.

The general view continues to be that the overall effort has been a failure. Indeed, almost immediately upon the announcement of the reforms, especially the curricular reforms, critics such as Jansen ( 2001 ) had noted these reforms could not possibly work, or at least not to the extent of the hopes pinned upon them.

The conclusion might be that the better-off segments of the system, at the outset of the transformations, were able to weather the changes in funding, either by self-funding or by becoming more efficient. It is also possible to conclude that they were able to either tune out some of the least useful of the curricular reforms, had already adapted them (given that some of the curricular reforms pre-dated the end of apartheid), or were able to adapt them in light of what they saw as more sensible, given that these segments of the sector had much better-trained teachers, and given that the governance of these schools trusted (and had good reasons to trust) the professionalism of the teachers (and principals). These segments of the system were those where ‘good governance’ (defined elsewhere in this book) was common.

In other segments of the system, however, neither teachers nor other officials within the education bureaucracy had the training, background, and incentives to put in the hard effort it would have taken to interpret the new curricular and teaching/learning dispensations in a manner that made sense to them and for their environment. Nor, of course, notwithstanding the enhanced role afforded them vis-à-vis school-level governance, were parents in a position to provide support for implementation of the new approaches. Schools on the whole seem unable to make much use of the extra non-personnel funding allocated via the Funding Norms. Informality and maybe even corruption seem to be playing a role in preventing good management.

But things continue to evolve. Some pilot research has shown that, at least in the lower grades, there are sensible ways to simplify and structure the curriculum so that children learn better. These simplified approaches are also easier, in principle, for parents to supervise and in that sense might fit better with a governance model that provides School Governing Bodies considerable power—though the whole notion of the sorts of stable, idealized ‘parenthood’ envisioned in the South African Schools Act might be problematic in the South African context. In that sense, presuming that additional study and evidence confirms the seemingly compelling evidence from pilot projects, curricular simplification or, at any rate, clearer specification of lesson plans and more direct teaching (along with delivery of more and better learning materials and capacity building for teachers) could be nicely made to coincide with a revamped role for localized parental accountability, if governance could be improved along the lines explored in later chapters of this book.

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The figure uses both a formally estimated semi-logarithmic fit of results (the ‘survival’ rate to Standard 5) on the vertical axis and inputs (cost per student) on the horizontal axis, as well as a casually estimated ‘envelope’ or ‘near envelope’ of the data.

For reasons explained below, we prefer to assure the integrity of international comparisons by using one standardized international database, in this case the World Bank’s, which derives from data reported by countries to UNESCO. If one debates the SA data, then in principle one could similarly debate the data for every single country, and these kinds of comparisons would become either impossible or very tedious to read. The point of using a large number of comparators is to support fairly general statements such as those we make here.

See n. 7 for a discussion of the comparator countries.

A Google search for ‘World Bank interest in education decentralization’, for instance, produces, at the top of its search results, five documents, all produced between 1996 and 1998, some by prominent and influential thinkers such as Mark Bray, Edward Fiske, and Harry Patrinos (Bray, 1996 ; Fiske, 1996 ; Patrinos and Ariasingam, 1997 ).

See, for example, Mandela (2004), Sparks (1996), Marais (1998), Seekings and Nattrass (2005), Gevisser (2007), and Welsh (2009).

In South Africa, public education dominates, both historically and to the present day; as of 2016, about 95% of school-going children were enrolled in the public system. See https://www.education.gov.za/Portals/0/Documents/Reports/School%20Realities%202016%20Final.pdf?ver=2016-11-30-111439-223 , p. 3.

For this section, we constructed a set of comparator countries consisting of countries that were a) upper-middle income in the period 1990–95, according to the World Bank’s classification for that period, b) were ‘big enough to have complexity and interest’ (our judgement—examples include Antigua and Barbuda, Malta, etc.), and c) not oil-rich (Gabon, Saudi Arabia, etc.). The resulting comparator countries were Argentina, Brazil, Chile, Croatia, the Czech Republic, Greece, Hungary, Malaysia, Mexico, Slovenia, South Africa, and Uruguay. As is often the case in using international databases, not all countries have data for all variables in all years, so the medians for the comparators have to be interpreted with caution: only for the overall sense of direction. Note that in principle, it would have been possible to use South African data for the South African case, but we opted to use World Bank data for all countries, as this would provide a standardized set where data would, hopefully, be maximally comparable to each other.

For instance, Andrew Donaldson (1992), who would become a prominent actor in the Ministry of Finance, was already noting in the early 1990s that the education system in South Africa was notoriously inefficient: ‘“Internal efficiency” is of course not the only aspect of the economic efficiency of the education system, but it is all too easily neglected…And in South Africa, improved educational opportunities must be afforded to some 10m children…although available financial resources are stretched more or less to their limits. In these circumstances, improving the “internal efficiency” of the education system is the only way forward…I take the view that there is scope for improvements in the way schooling and training are organized and provided in South Africa, that this is an arena in which the post-apartheid state can meet substantially the rising expectations of the new electorate, and that reorganising the education industry will lay an important foundation for sustainable long-term economic growth’.

The age groups in question are three to twenty-four, to take into account pre-primary and even pre-Grade 0 pre-primary all the way up to tertiary.

Using SACMEQ data we have corrected for ‘access effort’ by creating a simple index of human capital contemporaneously produced by the country, by taking the SACMEQ score (averaging reading and mathematics) times the primary school completion rate (divided by 100, to keep the numbers in the same range as the scores). This score is then controlled by the speed with which the completion rate has been improved (increasing the completion quickly would presumably drain resources away from improving learning outcomes), the fiscal effort the country devotes to education (education expenditure as a share of GDP), and GDP per capita.

Note that the scores and the absolute differences between the low and high SES levels are shown as bars on the left-hand vertical scale, whereas the relative differences (high minus low divided by the mean) are shown as lines, on the right-hand vertical scale.

Inequality also happens to have increased between 2000 and 2007, though this is not shown in the graphic. Inequality seems to have increased in all countries, but it increased most for South Africa.

See https://internationalednews.com/2015/06/10/brahm-fleisch-on-building-a-new-infrastructure-for-learning-in-gauteng-south-africa/ . Also see Spaull’s weblog on the ideas behind Early Grade Reading projects in South Africa, at https://nicspaull.com/ .

It is important to note that the ineffective techniques noted by these various authors, which the pilot projects are reversing, are not necessarily ‘due’ to post-apartheid curricular reforms. These practices have been endured by poor South African children for many decades; but the confused idealism of the post-apartheid curricular reforms did nothing to improve on the situation or, in some cases, could have made it worse. This would be especially the case where parents are not able to understand the nature of the transformations and are under-equipped to hold teachers accountable for ineffective practices, teachers found the new practices bewildering, and districts were unable to help.

See literature such as Piper and Korda ( 2010 ) from Liberia and Freudenberger and Davis ( 2017 ) from Kenya. Kelly and Graham ( 2017 ) mention many other country cases. Patrinos describes the Papua New Guinea case ( https://hpatrinos.com/tag/papua-new-guinea-education-early-grade-reading/ ).

Banerjee et al. ( 2016 ) and Pritchett and Beatty ( 2012 ) discuss the global experience.

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South Africa has eleven official languages: English, Afrikaans, and nine African languages. Native South African languages are roughly divided into four families: Nguni; Sotho; Tsonga, or Shangaan; and Venda. Most black South Africans speak a Nguni language: Zulu and Xhosa are the most prominent languages. Sotho languages (South Sotho, North Sotho, and Setswana) are the next most common and dominate the central part of the country. Also, a few mixed languages have developed to facilitate communication between groups. Typical is a mixture of Zulu and Xhosa or Zulu and Sotho. Black South Africans speak their native African languages at home or within their own groups, and many urban black South Africans speak two or more native languages.

Afrikaans (a Dutch derivation) is widely spoken among people of mixed race and whites of Dutch descent. English is commonly used in business, between some ethnic groups, and as the primary language of instruction in secondary schools. The vocabulary and pronunciation of South African English reflects a unique relationship between English and other languages spoken in South Africa. English is more common in urban areas than rural regions. There have been some initiatives to teach white South Africans a major African language, but these have not been met with success.

"South Africa: Language."  CultureGrams Online Edition , ProQuest, 2019, online.culturegrams.com/world/world_country_sections.php?cid=148&cn=South_Africa&sname=Language&snid=4. Accessed 13 January 2019.

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Black South Africans boycott Bantu education system, 1954-1955

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In 1953 the South African Government passed the Bantu Education Act into law.  This act gave the South African government the power to structure the education of Native South African children, separate from White South African children.  This law was intended to organize a federal education system that would ensure that all students received an education.  But it also engrained an apartheid framed education system that was predicted to impede the advancement of black children.  Many ANC members, African parents, teachers, and ministers were unhappy with the way that the Act was created to educate black children in preparation for the jobs that white oppressors deemed appropriate for their social class.

By November 1953, members of the African National Congress (ANC) were speaking out against the Act.  The members of the educational institutions themselves also took action. The Act required that all schools hand their operation over to the South African Government within two years’ time unless they could secure outside sources of aid.  In response, many mission schools either closed or attempted to raise their own funds.  An example of the later is that the Education League was formed to establish a trust fund intended to fund the continued operation of St. Peter’s School.

Due to the discontent that the Act had triggered, ANC members began to come up with methods to organize and protest against the Act.  During the 42nd Annual Conference of the ANC in December 1954, Congressmen agreed to actively oppose the Bantu Education Act and they encouraged African parents to withdraw their children from schools in a 1 April boycott. The ANC then gave the Women’s League and Youth League sections of the ANC control over future campaign organization and execution.  The goal of the campaign was to revoke and create an alternative to the Bantu Education Act.  By March 1955, the campaigners had agreed that, “Withdrawal of the children remained the ultimate aim, the resolution now called only for nonparticipation in the elections of school committees and school boards for the present."

Although the campaign organizers had difficulty agreeing on an adequate and effective method of protest, by April some schools had begun boycotting the South African education system and creating methods of alternative education.  The ANC recognized it was their duty to support the people in their action in opposition to the Act.   On 23 April, ANC volunteers held early morning meetings and prayer sessions followed by a march to ten schools to formally enact the boycott.  Each school was closed by noon that day due to the boycott.  Campaigners enacted a similar procedure the following day.  It is estimated that 6,000 to 7,000 students in mostly Johannesburg, East Rand, and Kirkwood participated in the boycotting.

Campaigners peaked in their activities during April. However, only one South African journal, Alliance, was sympathetic to the cause of the protestors. 

During this time, supporters of the Act organized an anti-boycott movement.  Dr. A. B. Xuma, former ANC President-General, publicly denounced the boycott. Police arrested parent campaigners during the April boycotting. 

The most influential force of opposition against the boycott was the federal threat issued on 15 April 1955.  This statement declared that boycotting children would not be re-admitted into any South African school if they did not return to school within ten days. It is estimated that 3,000 to 4,000 students who participated in the boycott were not readmitted.

Although most Black parents did not approve of the effect that the Bantu Education Act would have on the education of their children, they did not reject the value of education in general. Parents thought of a successful education as the key to social advancement and betterment.  Despite the efforts of campaigners, organizers could not develop their own schools because unregistered schools were deemed illegal.  In order to evade this prohibition, campaigners developed “cultural clubs” to provide a limited but alternative education for students during the boycott.  A key disadvantage in the boycott was that campaigners were not providing effective forms of alternative education at the rate that many parents needed in order to trust that their children could receive an education that could support a better future.  

The campaigners attempted to continue expanding the boycott but the forces of opposition prevented successful growth after April 1955.  In July the campaigners voted against continuing the boycott. 

Cultural clubs remained an educational alternative, especially for those students who were not readmitted into government controlled schools. In 1957 1,515 children continued to attend cultural clubs.

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Bantu Education in South Africa Essay

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Introduction

Views of structural functionalists on education, neo-marxist perspective on education, nature of bantu education, criticism of bantu education, works cited.

Education is an important aspect of development in any society. It contributes towards societal development by preparing learners with the relevant skills, values and attitudes they require to take occupational roles in their future lives. This implies that educational systems play a vital role in determining the well-being of a country.

For many years, South Africa was exposed to discriminatory actions resulting from the apartheid system. This was extended to the education sector through the introduction of the Bantu Education. This Essay focuses on the nature of the Bantu education system and its shortcomings in the eyes of structural functionalists and neo-Marxist sociologists.

There are different structural-functionalist approaches used in the study of sociology of education. However, the most important ones are derived from the works of famous sociologists Durkheim and Parsons. Until the late 1960s and early 1970s, sociological thinking on matters of education was dominated by structural functionalism. Functionalist sociologists of education look at how education contributes towards the well-being of the society.

The provision of social solidarity and value consensus is the strongest of the functional contributions that education makes to the society. Education as socialization is associated with transmission of culture, values and norms that enable people to stick together and facilitate social life in highly traditional social communities. Similarly, the modern education system is supposed to hold modern societies together.

This thinking is founded on the need to deal with the characteristics associated with the transition from simple traditional to complex and modern societies. Complex modern societies involve a change from a homogeneous life based on rural kinship into concentrated but heterogeneous populations in societies which live in urban areas and characterised by differentiated division of labor.

Mass education is a tool that can be used in such societies to instill proper rules and curricula in children that bind them and the new form of society together. This makes it possible for non-kinship -based, consensual and cooperative lives to be established. This was the argument of sociologist Durkheim (Martin 6).

After the establishment of industrial capitalist society, Parson advanced an argument that the function of education was to create a bridge between the primary socialization that took place at home and adult life preparation. He focused on the role of the school in equipping children with universalistic values as opposed to the particularistic ones obtained from the family.

Particularistic roles are the ascribed ones such as the role and status of an individual, such as his/her place in the family. Universalistic roles on the other hand emphasize the teachings that on the basis of birth, nobody is better than the other. According to structural functionalists, education is the basis of modern society where it socializes children and equips them with the necessary skills for adult life and to function in a modern society marked by universalistic values.

They also believe that education plays an important role in modernizing the society as opposed to mere transition from simple to modern. In addition, the role of education in helping the society adapt to changes in the broader environment such as the competitive advantage cannot be underestimated.

There are numerous neo-Marxist approaches to education but the most influential ones are those of Bowles and Gintis who argue that the education system leads to the production of a capitalist society. According to them, the purpose of education in a capitalist society is to reproduce capitalist relations of production meaning profit, capitalist power and capitalist control of power. They believe in a correspondence principle which explains how the school corresponds with work that serves this purpose.

Its function is to reproduce labor in the sense that it provides enough quantities of the different labor types capitalists need. In addition, it reproduces the right type of the labor required by capitalists since it dampens the desire towards class struggle and instead isolates pupils into the highly class-stratified roles they will occupy in the job market once they leave school. Ideally, the purpose of the school is to isolate and integrate pupils into the capitalist society (Blackledge and Hunt 136).

Neo-Marxists argue that for both capitalist and working class children, schools take over from families and socialize the child into the primary societal values, norms, roles and attitudes. The correspondence they talk of between the school and workplace is meant to prepare pupils to assume occupational roles. Schools are organised in a hierarchy and run along authoritarian lines. Learning is also extrinsically motivated rather than being intrinsically motivated.

These characteristics of schools the neo-Marxists argue that are replicated in the workplace where the workers follow the orders given by their bosses without questioning. There motivation is only an extrinsic one in the form of the wages they get.

While formal curriculum is mandated with the task of giving pupils the basic literacy and numeracy they require in their future jobs, the correspondence between school and work is a form of hidden curriculum that prepares them to politically and ideologically embrace life in a capitalist society.

They are prepared to be obedient, docile, passive and loyal to authorities and hierarchy. According to the neo-Marxists, the bottom line is that only a revolutionary transformation of the capitalist mode of production as a whole can lead to a transformed education system.

After the national party came into power in 1948, the neglect and limitation that had characterised native education from 1910 paved the way for strict state control for black education. This control marked the disappearance of the mission school system which was faced by many challenges despite the fact that it was an important educational institution.

The national party government was committed to eliminate the tolerant laissez-faire perceptions towards black education. The Bantu Education Act of 1953 made it possible for the enactment of legislation that was aimed at promoting Christian National Education separate development.

Bantu Education in South Africa was intended at providing the ruling elites with a cheap and submissive labor. In addition, it aimed at resolving the urban crisis that had developed in the 1940s and 1950s due to industrialisation and rapid urbanisation. This was caused by the collapsing homeland agriculture and the expansion of secondary industrialisation after the Second World War. Transport, housing and wages were not enough for the increasing number of working class people who lived in towns.

The response to the breakdown of these services and poor conditions was squatter movements and the formation of trade unions. Radical oppositions to political activities became the norm, accompanied by the leadership of the African National Congress. The increasing levels of poverty became a threat to the physical productivity of the white elites. Social stability in the 1940s was either obstructed by the presence of education or lack of it (Hyslop 80).

Educationalists attributed the increase in crime rates and the defiant nature of youths to the lack of enough schools. They were afraid that political mobilisation was going to be on the increase. Bantu education was therefore ideally aimed at exercising social control over youth and especially those who were working. In addition, there was the need to socialize them in relation to the norms that were regarded as appropriate by the ruling elites alongside producing properly trained and trainable labor.

The uniqueness of Bantu Education was in its adherence to non-egalitarian and racist education. Intellectually, it was believed that such a system of education was important in spreading the idea that the mentality of a native made him suited for repetitive tasks. Such ideas were important in producing a mass education system that was characterised by constrained spending. Although Bantu Education was regarded as a racist-based cheap education, ironically, Africans were responsible for the costs.

They suffered additional taxation in order to fund the cost of African education. The contribution of the state was an annual grant that originated from the general revenue. Taxes raised were used in supplementing the grant where a small percentage was used to develop Bantu Education. The government policy of financing Bantu Education and the increase in the number of students affected the quality due to the worsening of the pupil-teacher ratio.

During the early years of Bantu Education, a lot of effort was made to use the wages earned by Africans as the basis of funding the education instead of taxing employers. Although the national party was not willing to endorse adequate academic training and skills training, the education served the interests and needs of the industry hence there was no ill relationship between capital and the state.

Anybody was in a position to tell that the educational policies of the government were intended at ensuring that black people secured very few opportunities with regard to employment. They were only prepared to render ready unskilled or skilled labor. This was the relationship between the Bantu Education and the industry (Ballantine 55).

Later in the 1950s, Bantu Education was compatible with the significant expansion of the capitalist economy. However, in the 1960s, the educational policies of the state brought about friction between the government and the industry.

The state used force to give its organisational and ideological interests the first over more particular interests of business and the industry. Under the guise of concentrating growth of secondary, technical and tertiary education in the homelands, the government succeeded in using the urban school system as a tool of influx control. Education was used to propagate apartheid policy.

The purpose of any educational system is to equip pupils with relevant knowledge that prepares them for future occupational roles and transforms the society as a whole. However, the Bantu Education that was practiced in South Africa was a faulty education system that could not transform the society.

In the eyes of structural functionalists and neo-Marxist sociologists, it was detrimental to the social and economic development of the country. The main focus of structural functionalists is to look at how education contributes towards the well-being of the society. It plays an important role since it forms the basis of modern society by equipping learners with relevant skills that prepare them for adult life.

However, according to structural functionalists Bantu Education was devoid of this important function of education. It was racist in nature and could not bring the society together. It was inspired by apartheid and instead of preparing the learners for a cohesive society, it led to more divisions. The system was aimed at ensuring that the black people did not get jobs that were regarded as white men’s. In this structural functionalist perspective, the education system was detrimental to the social and economic development of South Africa.

In the eyes of neo-Marxist sociologists, Bantu Education was still harmful to the social and economic development of South Africa. Education to them is supposed to equip the learners with the right attitudes, values and norms that allow them to thrive in a capitalist society.

However, Bantu Education was only interested in giving learners skills that could not allow them to thrive in a capitalist society. For instance, the skills that were being passed to them could only allow them to be used in the provision of cheap unskilled or semi-skilled labor.

Neo-Marxists also believe that education is supposed to equip learners with the right skills to provide various labor types required by capitalists. On the contrary, Bantu Education provided learners with skills that could only be applied in limited areas. It was even a disadvantage to the capitalists since they could not get skilled labor whenever they required it. The education system was therefore detrimental to the social and economic development of South Africa.

Education plays an important role in preparing children for their future occupational roles by equipping them with the right values, norms and attitudes. This enables them to make positive contributions in the society. Although structural functionalists and neo-Marxists hold some differing views on the purpose of education, they both share a common belief that education plays an important role in transforming the society.

However, the Bantu Education in South Africa was discriminatory in nature and prevented societal development. According to the two groups of sociologists, it was detrimental towards the social and economic development of South Africa.

Ballantine, Jeanne. The sociology of education: A systematic analysis, Englewood Cliffs, NJ: Prentice Hall, 1993.Print.

Blackledge, David and Barry Hunt. Sociological interpretations of education, London: Routledge, 1985.Print.

Hyslop, Jonathan. The classroom struggle: policy and resistance in South Africa,1940-1990, Pietermaritzburg: University of Natal Press, 1999.Print.

Martin, Ruhr. The Sociology of Education, Pretoria: University of South Africa, 2006.Print.

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Essay on Bantu Education Act In English For Free

Table of Contents

Introduction

During the first few years following the introduction of the Bantu education act, the South African education system has been under constant scrutiny. As well as explaining the pros and cons of this policy, this article analyzes how it has impacted most mission schools and universities.

Bantu Education and Training Act for South African Schools

This 1965 law was passed by the South African Government as part of the Bantu Education Act. All black children living in designated areas are required to receive compulsory basic education regardless of their family income or social standing.

All South African students are educated in their native language through the Bantu education act. Schoolchildren must be taught their primary language and culture under the 1961 act.

Bantu Education system’s main objectives

In South Africa, the Bantu education movement has three main objectives: empowering black South African people through education, building institutional capacity in black native education, and promoting African education research through government funding. Students’ performance and black teachers’ quality are also improved under the act.

Despite their race, all children in South Africa deserve equal access to education through the Bantu Education Act. As well as encouraging racial integration in schools, the Act encourages diversity in the classroom. In addition to creating a pool of black professionals who could compete globally, the act seeks to create a source of skilled black professionals.

Advantages and Disadvantages

Several landmark pieces of legislation have been passed in South Africa relating to the black education system. Aiming to achieve equity in educational opportunities for both white South Africans and black South Africans, it was passed to address decades of segregation and inequality in schooling.

Despite its affirmative action provisions and being heavily reliant on private donations, the act is controversial. The act, according to supporters, has improved black South Africans’ education quality and reduced inequality in education. White students have benefited more from the act than black students, according to critics, and it has failed to address the root causes of educational inequality in government-run schools.

Comprising with another education movement

There are a number of pieces of legislation that govern South Africa’s education system, including the Bantu education act. Several amendments have been made to the act since it was passed in 1955. Various subjects are covered, including elementary, secondary, and post-secondary education. African children are given the same educational opportunity as white children under the act.

This act is written in five different languages – English, Afrikaans, Xhosa, Zulu, and Swazi. This has presented some difficulties in its implementation. Each language must be taught separately in different schools. Many students have difficulty learning two or more languages simultaneously because they have to learn both languages simultaneously, which can be challenging.

As well as racial segregation in high schools, the act contains several provisions related to it. Black Schools and colored are usually separated from schools for whites with state aid.

Black children are denied the same opportunities as their white counterparts, as many people consider this an infringement of their human rights. It is significant to note that the segregation provisions have remained largely unchanged over time despite these criticisms.

Like many black people communities, My community also faces a variety of challenges, especially since I am an attorney practicing in the African-American community. African Americans and minorities have been targeted by law enforcement more frequently in recent years.

Officers involved in this aggressive policing have faced little or no consequences for profiling and harassing innocent people. A rich context for understanding oppressive police behavior is provided by the Bantu education essay, which traces its roots back centuries to centuries of institutional racism.

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SIIA Statement on the Introduction of the NSF AI Education Act of 2024

The following statement from the Software & Information Industry Association can be attributed to Sara Kloek, Vice President, Education and Children’s Policy.

SIIA is proud to support the NSF AI Education Act of 2024 , a bipartisan bill introduced by Senators Cantwell and Moran. Now is the time to invest in students and educators to ensure that they are ready to lead in the future.

We are particularly excited to see the emphasis on industry partnerships to ensure collaboration between the students, the educational system, and employers. These public private partnerships ensure that the future workforce and the future employers are responsive to the diverse needs of tomorrow. Incentivizing public-private partnerships here will help to empower all students, not just those with means, to benefit from cutting edge technologies.

Section 13 calls for the development of guidance for the introduction and use of AI in pre-k-12 classrooms. Federal leadership will allow local schools, districts, and states to leverage the knowledge to effectively deploy AI technologies that are purpose-driven that address the needs of learners, educators, and families.

SIIA called for a focus on AI literacy when we launched the Education Technology Industry’s Principles for the Future of AI in Education in October 2023. The emphasis throughout the legislation on AI literacy is particularly important. We must ensure that all users are comfortable navigating emerging technologies and empowered to effectively use them to enhance a learner’s experience.

Additionally, the EDSAFE AI Alliance, the leading cross-sector voice for the responsible adoption and use of AI through the SAFE Framework and education policy, announced the launch of its EDSAFE AI Industry Council with over 50 founding member companies. The Industry Council, is chaired by Karl Rectanus, in partnership with SIIA, an EDSAFE AI Steering Committee Member. Press release can be found here .

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5 Ways Fraudsters May Lure Victims Into Scams Involving Crypto Asset Securities – Investor Alert

The SEC’s Office of Investor Education and Advocacy is issuing this Investor Alert because fraudsters continue to exploit the popularity of crypto assets to lure retail investors into scams. Crypto assets may include assets commonly referred to as cryptocurrencies, crypto, coins, and tokens.

Fraudsters often use innovations and new technologies to perpetrate investment scams, and this has been the case with crypto asset securities-related investments. While federal and state regulators continue to bring  enforcement actions in this space , recovering money from the fraudsters can be difficult because it can be challenging to trace and recover funds. For example, fraudsters can use technology to obscure their identities or hide the trail of funds using crypto assets. Recovering your investment from a crypto asset-related scam can also be difficult because fraudsters can quickly send your funds overseas.

Fraudsters use a variety of techniques to convince investors to hand over their hard-earned money. Here are five things you should watch out for to avoid losing your money to a scam involving crypto assets.

Fraudsters Connect With You on Social Media Platforms or Through a Supposedly Accidental Text Message, and Then Gain Your Trust.

Fraudsters may initiate contact with potential victims on social media platforms — including professional networking, dating, and messaging websites/apps — or through unsolicited text messages. They may pretend to be an old friend or claim to have contacted you accidentally. The fraudster may quickly move communications with you away from the initial platform. The fraudster may then initiate a friendship or romantic relationship with you to build trust and convince you to invest your money before disappearing with your funds. These relationship confidence scams are sometimes referred to by a term that is as unpalatable as the fraudsters’ conduct — “pig butchering scams.”

One way this type of scam can play out is that after a fraudster has established an online relationship with you, the fraudster may claim to know about lucrative investment or trading opportunities, including investments involving crypto assets. The fraudster may even indicate that a relative or friend works at a financial firm or is an “insider” and therefore is able to provide trading information. The fraudster may direct you to a legitimate-looking (but fake) website or to a widely-used app that can be downloaded from a well-known app store, make it look like you have profited, and even allow you to withdraw a small amount of “profits,” further gaining your trust. The fraudster may then ask you to invest larger sums of money. When you want to withdraw your funds, the fraudsters often come up with an excuse why that is not possible, or they may tell you for the first time that you must pay more to cover fees or taxes. Frequently, there is no way you will recover your investment or any “profits” so paying additional funds only causes you to lose more money.

For anyone you have met solely online or through an app:

• Do not make investment decisions based on their advice or solicitation. Note that fraudsters may direct you to get Bitcoin at a Bitcoin ATM (or kiosk) or through a crypto platform in order to make investment deposits, and then tell you where to send that Bitcoin. Keep in mind that an investment may not be legitimate if you are required to pay for it with crypto assets.  
• Do not share with them any information relating to your personal finances or identity. Do not given them anything like your bank or brokerage account information, tax forms, credit card, social security number, passport, driver’s license, birthdate, or utility bills.

Fraudsters Exploit the Hype Around Emerging Technologies Such as Artificial Intelligence (AI).

Fraudsters may use the growing popularity of artificial intelligence (AI) as a hook for luring investors into crypto asset securities-related investments. It might seem exciting to invest in crypto asset-related investments that have a connection to AI, but be careful. Fraudsters often use the hype around new technological developments, like emerging AI technologies, to lure investors into scams. Fraudsters may use catchy AI-related buzzwords and make claims that you will make a lot of money when their only intention is to steal your money. They may claim to deploy bots that use AI to find the best crypto asset-related investments.

Fraudsters also may use AI technology itself to produce realistic looking websites or marketing materials to promote investment scams, including crypto asset-related investment scams. Similarly, they may use AI technology to create “deepfakes” — cloning, altering or faking voices, images, and videos to deceive investors. They may even create deepfakes of celebrities, government officials, or your loved ones in order to gain your trust or to convince you to send funds.

Fraudsters Impersonate or Exploit Trusted Sources.

Be aware that communications — including phone calls, voicemails, text messages, messages via social media, emails, letters, and certificates — may falsely appear to be from official U.S. government sources, including the SEC. If you receive a communication that appears to be from the SEC, do not provide any personal information until you have verified that you are dealing with someone from the SEC , and not an impersonator.

AI technology has made it even easier for fraudsters to impersonate government agencies, organizations, and individuals in luring investors into scams. Fraudsters may even impersonate your friends or family members using AI technology to create deepfakes. They also may hack your friends’ or family members’ social media accounts, and then post or send messages pretending to be from them. For example, they may post that your friend or family member has become a crypto asset expert and seeks friends to join in trading or investing.

Even if you are certain that an investment pitch is coming from a friend or family member, keep in mind that they may have been fooled into believing that the investment is legitimate when it is not. Sometimes fraudsters target communities or groups by recruiting leaders or others to pitch an investment without them knowing that the “opportunity” is a scam.

Fraudsters May Pump Up the Price of a Crypto Asset and Then Sell at Your Expense.

Fraudsters may conduct pump-and-dump schemes with crypto assets, including so-called “memecoins” that refer to popular culture or internet memes. For example, fraudsters may create a memecoin and then tout it on social media – sometimes in what they refer to as a “pre-sale” – to get others to buy and “pump” up, or increase, its price. Then the promoters or others working with them “dump,” or sell, before the hype ends, profiting from the pumped up price. Typically, after the promoters sell and take their profit, the price decreases rapidly, and everyone else who bought the tokens loses most of their money. Never make investment decisions based solely on information from social media platforms or apps.

Fraudsters Demand Additional Costs That They Falsely Claim Will Allow You to Withdraw From Your Account, or to Recover Losses.

In investment scams, including ones that involve crypto asset securities, fraudsters may demand that you pay additional costs, fees, or taxes to withdraw money from your account. This is an example of an advance fee fraud , where investors are asked to pay a bogus fee upfront before receiving anything. For example, fraudsters may falsely tell you that your account has been frozen by a regulator or because a regulator is investigating your account. They may ask you to pay a large deposit, fee, or sum of taxes to unfreeze your account. If you pay, however, you are unlikely to receive your initial investment and will also lose the additional payment.

Another way fraudsters may trick you into paying additional costs is by telling you they “mistakenly” deposited money into your account and ask you to refund the money. They never actually put money in your account – it’s just a ploy to convince you to give them more money.

Fraudsters also may target you if you already have lost money or crypto assets due to bankruptcy or a scam. They may ask you to send them the private key to access your crypto assets, or to put in additional money or crypto assets, offering to “help” you recover what you lost. In reality, if you pay, you likely will not get back what you put in and will instead have been scammed again.

Don’t get caught up in the fear of missing out (FOMO) on a purported investment opportunity that seems new or “cutting-edge.” If you are considering an investment involving crypto asset securities, look out for the tactics described above and other warning signs of an investment scam .

Additional Information

Exercise Caution with Crypto Asset Securities: Investor Alert

Social Media and Investment Fraud – Investor Alert

Artificial Intelligence (AI) and Investment Fraud: Investor Alert

Digital Asset and “Crypto” Investment Scams – Investor Alert

Report possible securities fraud to the SEC.  Ask a question or report a problem  concerning your investments, your investment account or a financial professional.

Visit  Investor.gov , the SEC's website for individual investors. Receive Investor Alerts and Bulletins from OIEA by  email  or  RSS feed .

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