Rethinking of our education system: suggested areas for reform A.B.K.Kasozi, PhD (California) Research Associate, Makerere Institute of social Research Founding Executive Director, National Council for Higher Education (2002-12) 1. Uganda has constantly rethought how to educate its young As modes of production and management of societies change, productive and survival skills must follow suit. To succeed, societies must constantly rethink how they acquire and improve knowledge and devise ways to pass it on to the next generation. The digital age is driven by knowledge, most of which is acquired in quality institutions of learning. It must be remembered that no society can develop beyond the quality of its educational system because material resources are important but human minds are the key to development. There have been a lot of social changes in Uganda in the last twenty five years. These changes need to be reflected in the way we educated our children. Uganda is ready to rethink how it educates its children for survival in the digital age. A study to guide the rethinking of our education system should be conducted in the form of a national dialogue based on mass consultations, as was the case for the 1995 constitution. A small group of academics and bureaucrats cannot answer the social problems Ugandans are facing in the fast moving global and digitally driven age. Studying and reviewing our education system will not be novel in the history of this country. Since the early colonial period, Uganda has constantly posed and rethought how it educates its young. The history of education indicates that the country has posed, on average every twentyfive years to re-examined its education system. Twenty-five years after the so-called Uganda Agreement of 1900, the colonial state invited the PhelpsJones Commission to study and advise on education. The Commission sent Dr. Hess Jones and Dr. J.K.Aggrey who presented their report in 1925. Twenty-six years later, the de La War Commission presented its report in 1937. After another twenty-six years, in 1951, the Binns Study Group reviewed the education system. The Bernard de Bunsen recommendations of 1952 rendered the Binns report into an operational document. Thirteen years later, Professor Castle presented his recommendations in 1963, one year after independence. His recommendations laid the basis of our current education structure, which was not fundamentally altered by the (Kajubi) Education Policy Review Commission recommendations thirty-two years later in 1989. It is over twenty-six years since the Kajubi Commission was appointed in 1987. Instead of theoretically analyzing (and often lying) about the merits and demerits of the system, a thorough review of our education, with mass participation, should be undertaken. A thorough study of the whole system should be done, areas of intervention identified and policy recommendation 1 debated by the whole nation before implementation by the government. In my discussion with you today, I would like to follow Kajubi’s footsteps and look at all the system before I zero on higher education financing, which I was originally asked to focus on. In doing so, I shall use a funding model that appeared in my book Financing Uganda’s Public Universities: An Obstacle to Serving the Public Good. Kampala: Fountain Publishers, 2009 2. Education innovations in the country can be improved. We must accept that our education system has achieved a number of milestones that are the envy of other nations in Africa including: A high literacy rate of ( ) High gross enrollment ratios at the Primary (), secondary () and tertiary (6%). Integrated Ugandans in the global professional and academic systems. You find Ugandan lawyers, doctors engineers working successfully in almost all the continents, Ugandans in the Diaspora remit savings that contributes to the national economy; Equipped Ugandans with ability to discuss political issues, create political organizations to overthrow dictatorships A functioning civil and private service that has maintained the running of the country even in periods of acute adversity. Although the country has had a history of a number of investigative initiatives to better its education, no thorough overhaul of education to embark on changes needed to modernize our society have not been taken by policy makers. Most of the innovations have been moderate and nonrevolutionary. To participate in the digital age, societies must acquire knowledge for the latter is replacing physical capital as the number one determinant of social change. I would like to suggest thorough and deep overhaul of some areas of our education system in order to position Uganda to benefit from global knowledge based market and social systems. To fully participate in the knowledge based global age, our education should: i. Create original thinkers and innovators rather submissive individuals who accept whatever the teachers, master or boss says; ii. Put in place a student centered learning system where each child’s mind is given a chance to resolve problems rather than the current rot learning and use of calculators to solve simple problems; iii. Fund basic research at all levels especially at the primary level when children are so eager to learn new things; iv. Increase the variety of materials in examinations to avoid rot learning. Much as we have problems with examinations, in a multi- 2 v. vi. vii. viii. ix. x. xi. tribal and multicultural society, examinations are a fair method of access to few education places; Change the current 7-6-3 to 8-4-4 in order to create more science and technology students and more broadminded citizens; Abolish the current specialization into Arts on the one side and Science on the other until students have completed the first degree. We must remember that man is both physiological and sociological animal who must understand both areas of life to live a good life; Change the structure of higher education so that it trains more technicians per degree graduate than it is doing now; Emphasize research as the major activity of universities and teaching as a necessary but distant second by funding the former; Introduce a credit system to ease mobility of students amongst disciplines and institutions; and Adopt a new funding model, which Kenya has adopted, that increases the institution’s autonomy, funding and accountability. It is proposed that universities should renegotiate with the government for a new relationship, most preferably through the granting of a charter. The major aims of education are firstly, to socialize the young into the communities they are citizens of and, secondly, to make them original thinkers and workers who can contribute to what is known for both their personal and community good. The current education structure, however, does not strictly focus on those noble aims. In fact Uganda’s major aims of education have not changed since missionaries landed in the country. The aim of education from around 1879 to 2014 has been to read holy books, get a certificate after passing rot driven examinations and obtain a good job after existing the education system. With such limited aims, the education system was, and still is, a pyramidal one with a wide base and narrow apex because it was never established to educate all. Rather it was meant to train elites by rewarding a few and dropping masses at examination points of now, primary seven, senior four, senior six and entrance into the tertiary. Over 80% of our people who cannot reach the apex of the education system are called”failures” although a number of them live successful lives. This is not to say that changes have not been made to improve the system. Limited changes have occurred since 1900 to suit changing state policy directions as the various study reports recommended. Between 1900 and1948,t he aim of education was to supply functionaries to the colonial state. It was individually based and students acquired it for upward social mobility not public service or as a background to research and knowledge production. It was intended for children of chiefs and there were no attempts to educate all. From 1948 to 1960, the major aim of our education, 3 particularly higher education, was to supply top administrators to the state who would replace departing colonial officials. The post-colonial governments from 1962 to 2014, in most of their development plans, saw education mainly as a supplier of manpower for the civil and the private sector service. Original thought or initiative, research and knowledge creation at all levels of the system were not emphasized. At lower levels, the emphasis was placed on rot learning to pass and go up to upper levels of the system. At higher levels, the aim was for individual benefit to get a job. For the state, it was to create workers for government and private sector. So much emphasis was placed on “manpower” needs that post-graduate education, research and knowledge production were, from around 1990, not funded by the state. Any funding for research or post-graduate education was tied to the manpower requirements of the state, particularly the civil service. Instead of creating our own thinkers who would give the country development models based on homegrown theoretical conceptions, foreign “expert” advisers have been used to determine the country’s policy directions. No country, using foreign development ideas, has ever developed fast. 3. What then are the general problems of our current education system? The general problems of our education system are, first the current education does not encourage production of knowledge through research, debate, observation or innovation at all levels of the system. In the primary and secondary levels, the teacher is the master, the colossus who knows everything and does not allow initiatives from pupils that could undermine his position or his major aim: to make students pass in grade one and proceed to the next level. So students are taught only what they need to pass examinations as obedient unquestioning learners. Secondly, and as a result of the rot learning factor, which is enhanced by the master/student relationship, personal initiative, originality and research are not encouraged at any level. The system is erroneously called academic due to its limited practical outcomes. But does not conduct research and therefore does not produce knowledge. Universities are viewed as teaching rather than research institutions. Government funding and private contributions to universities focus on teaching. There are more celebrations and jubilations at graduate ceremonies than at publications of researched materials or books. Lastly, and most damaging, the whole system is examination driven from year primary one to university level. As long as a student gets top marks, he does not care about what he has learnt. Practical work and production of theoretical or physical goods are not emphasized. 4. The specific problems at each level The major problem of our education at the primary level has been, and is, teaching students in languages they have no grasp of, failure to use 4 examples in practical work that students are familiar with, a mismatch of students and facilities and lack of good teachers. In most of the world, the aim of primary education is to make children develop and mature as human beings by understanding the environment around them. This is done through literacy, numeracy, technical literacy, respect for culture and handwork. But a recent UWEZO report indicates that in EA, Uganda’s primary children are not leaders in numeracy or literacy. A UNESCO report of 2013 indicates a high dropout rate for Uganda, meaning we are not educating a big number of our future citizens. In most countries the aim of secondary education, (for pupils aged 13-18), is to acquire knowledge of the major elements of known wisdom and to prepare secondary leavers for original thinking in higher education. High school staff and students are not expected to add to known knowledge, though some actually do so. Rather, high school communities are supposed to preserve and pass on known knowledge to current and future generations. However, the current 7-4-2 system causes a number of hiccups. First, students are divided into science and Arts streams when they are too young to have discovered their real intellectual interests. Secondly, the amount of science or “arts and humanities” pupils learn up to S4 is too basic to be of any use to whoever dropped either at the end of that level. Many become too narrow minded. As a result, the system robs the country of potential science and &technology graduates. Lastly, the secondary level is tied to examinations so much that students seem to go to this level only to pass examinations. As a result,the high emphasis on passing O and A levels undermines the delivery of quality life skills loaded education. Pupils learn only what they need to pass. Schools that perform well in examinations are called”First World” schools, even if their “best” graduates will be failures in life. An observation of PAKASA column in the newspapers shows that many successful entrepreneurs did not find our education system attractive. A number did not bother to join it, other dropped out while some just quit when they had all brains to complete. But in the real world, those who make it into the PAKASA column are admired. The major aim of higher education is to produce skilled and thinking individuals who must use known wisdom to create better knowledge to improve themselves and their societies. To do so, higher education performs a number of functions including the following seven for societies. First, higher education trains and supplies the market with the skilled labor force needed to drive economies including teachers, doctors, civil servants, engineers, entrepreneurs, scientist, social planners, lawmakers and many other categories of personnel. Secondly, higher education enhances the social upward mobility of individuals and groups and thereby contributes to social harmony. Thirdly, higher education equips society with the thinking capacity it needs to function and compete in the modern world. Fourthly, higher education ccontributes to the growth of knowledge by 5 providing researchers with facilities for creating, disseminating and storing knowledge in institutions of higher education and other knowledge centres. Fifthly, higher education contributes to democratic governance by equipping its graduates with intellectual skills to understand and analyze political issues before taking appropriate positions. Sixthly, higher education supports knowledge based economic growth through general training of the labor force and advanced training linked to a country’s innovation system. And, lastly, higher education strengthens the lower levels of education by training the needed teaching personnel and prompting or triggering relevant curriculum changes at the lower levels. In fact, lower level syllabuses are structured to fit into the admission requirements of higher education institutions. However, current criticisms of our higher education indicate that the system needs massive improvements. During my period at the NCHE from 2002 to 2014, I noted that most of our graduates were short of what was expected of them. A number of tracer studies we did told us so. An Inter-University Council for East Africa study suggested a number of areas for improvements. It pointed out that East Africa graduates do not have knowledge beyond their specializations. Although there is a regulatory agency in each of the East African countries, most of them including NCHE, are mandated to emphasize quality rather relevancy. The discussion of relevancy must be national where everyone discusses the issue. Academics cannot be in position to define what is needed of education institutions without the participation of all stakeholders. 5. Suggested interventions to improve our education system Broad interventions A holistic review of our education, beginning with higher education, whose curriculum influences all the lower levels of the system and to which every student aims at proceeding, must be undertaken. Society must critically review the general aims of education as it should be designed, packaged and delivered to whoever must receive it. All citizens must be involved in the review for education is everybody’s business and its policies are set by political decisions. Civil society must link with bureaucrats to lobby politicians to effect changes. Academics should not just exhibit their professional titles or spend most of their time claiming increases of their salaries. They should lead the process of review and define the problems of education to choose relevant options. We are waiting for them to do so as many of us are tired of being the only voices in the wildness. Personally, I would emphasize education as a producer of knowledge, skills, and good behavior. I would call for integration of the love and dignity of labor in education and reduce the importance attached to examinations and certificates as aims of education in themselves. Further, I would call for the 6 integration of education in the whole national planning system. Each sector should indicate to universities and colleges the number, the types and levels of, knowledge, skills and human resources it needs to achieve its target. It should also indicate the knowledge it needs to perform its tasks so that researchers in education institutions have ideas on of their needs. Currently, institutions of higher learning are not advised by industry, government or civil society the needed specifics. Intervention 1: the primary level As already recommended, the country must speed up the teaching of the young in languages they understand before Kiswahili and English are taught as second languages. This action will not disadvantage either of the two languages becoming mediums of instruction later on. Hand work and production of goods should be reintroduced in the primary curriculum. But these must be locally relevant using materials available in the area where the school is located. Mathematical drills should be reintroduced and use of calculators abolished in the primary section. These machines inhibit students from practicing with numbers in primary and secondary levels. As far as possible, primary children should not be sent to boarding schools. The home environment is the best teacher for human development (Obuntu). Intervention 2: secondary school level I would call for the following interventions at the secondary school levels (age 13-18). First, we should reduce overemphasis of centralized examinations as arbiters of social rewards. However, the problem with this innovation is that it could enhance corruption, favoritism, prejudice and the maintenance of privilege of those who are examining. Whatever, their faults, centralized examinations increase fair play across the board and are fairer than decentralized examinations. Peripheral areas, disadvantaged social groups are always worse off under localized examination systems than centralized ones. Senteza Kajubi was emphatic on the gaps of examinations. He once stormed my office at NCHE for threatening to blacklist a student who the NCHE thought had been admitted without sufficient qualifications. He narrated lists of successful people who had failed final examinations. I agreed with him but I was only an implementer of the law. Secondly, I would change from 7-4-2 to 8-4-4 in order to eliminate early specialization into science or arts when pupils are too young to know the consequences, to increase the pool from which higher education institutions can pick science and technology candidates, to eliminate later rigidity in higher education, to make secondary school education both technical and “academic”, to get more applicants for potential technicians and to enable students qualify in both science and arts so as to have a wide choice of areas to study. 7 I am therefore calling for broad education uncontrolled by centralized examinations at the secondary level. Interventions 3: higher education My first intervention in higher education would be to make every university student study both arts and science for the first two years and then major in either at the end of a given programme. This change should widen the thinking abilities of students and should result in the creation of minds that can think, instead of just rote learning a few concepts in a narrow area of study. Without great minds that can debate major science and social issues, no democracy or economic development can take place in any given society. Natural science deals and investigates the nature of things (through theoretical and experimental study) while arts/humanities focuses on understanding human behavior and society. Every pupil should have a full basic knowledge of both arts and science up to the second year of university. The division of the two disciplines should be stopped and forgotten. This change should operate in harmony with the 8-4-4 systems, which should create a larger pool of candidates with broader knowledge as well as mathematics and science. My second intervention would be to increase emphasis on research and knowledge creation without undermining the role of good teaching. Research is the salt of higher education. Whoever funds higher education institutions, should fund research as the major activity of universities. The difference between a university and a high school is that a university produces and a high school consumes knowledge. Knowledge creation is the key to education in the digital age. It is the key to national development and universities are the pillars of knowledge production. Together with industry, agriculture and other research centers, universities constitute national innovation systems. Unfortunately, over 90% of what is taught in our universities, colleges and schools is imported knowledge. Many of our universities either do not know their major role as knowledge producers, are not well funded, their staff focus on salaries and benefits to the detriment of research or their general academic levels are too poor to add to known knowledge. As a result, most of our graduates use foreign conceptual or theoretical frameworks to resolve daily problems. Our universities have no locally produced and therefore relevant knowledge to impart to our students. No wonder, employers find some of our graduates unable to perform simple intellectual and practical tasks. The Ugandan state only emphasizes mainly the teaching component of higher education. Since 1990, the funding of basic research and unattached postgraduate training were cut off!It seems that a lot of people think universities are mainly teaching institutions. Today, there are more celebrations and jubilations at graduation ceremonies than at launching of 8 books, journals or new inventions! The remedy is to balance funding for teaching and research at all higher education institutions. My third intervention in higher education would be to increase and improve the number of technical colleges and practical tertiary training institutions to enable them enrol more students. Normal higher education enrollment figurative representations are structured like a normal pyramid. There should be more students in the technical than the university subsector. However, Ugandan higher education sub-sector is shaped like an inverted pyramid with more students in universities than in the technical sub-sector (or other tertiary institutions). However, social attitudinal changes are also needed to interest students in higher education that is not delivered in universities. My fourth intervention in higher education would be the introduction of a common credit system to enable easy mobility of students between the technical and “academic” sub-sectors. Such a credit system would ease mobility of students amongst discipline, institutions and sub-sectors within higher education. However, none of the above innovations can succeed in improving Uganda’s higher education until the fifth intervention is undertaken. This is to change the current model of funding higher education and giving university institutions, especially the public ones, the freedom to raise and spend money without external interference. Universities and other higher education institutions need the freedom to freely raise funds and spend these funds as they see fit, provided they are accountable to the public through the Auditor-General and other autonomous higher education agencies. Makerere flowered and shone in the 1960s partly because of the institutional freedom it had then but lost in 1970 and never got back. Although the 2001 Universities and Other Tertiary Institutions Act improved the freedom of public universities from where they had been put by the 1970 Makerere Act, the financial linkage of these institutions to the state were not improved and subsequent amendment to the 2001 Act, further throttled the freedom of universities. Before 1970, governments funded universities through the University Grants Committee and expenditures were not tied to government red tape and regulations. Unless the Uganda state is willing to pass a law such as Kenya has enacted(Kenya Universities Act, 2014) that recreates the Grants Committee, higher education in Uganda is doomed to playing second fiddle to those in the region. Unless amendments are made, there is no way Uganda will retain its place as the education hub of East Africa. 9 6. A model for funding public universities Archaic methods of funding our public universities based on a law that makes universities solely national; instead of both national and universal institutions is the author of their current financial problems. The following funding model suggests a system of funding universities that is not dissimilar to what obtained before the dictatorial 1970 Makerere Act was put in place. I am sure William Senteza Kajubi would be happier working in a freer university than our public universities have become.If public universities are to continue, and improve to serve the public good, a new model of funding based on a new relationship between the state and public universities enshrined in institutional specific charters must be adopted to replace the current narrow and state-driven one. Public universities, whether individually or as a group, should negotiate a new relationship with the state through a charter or other forms of agreements that are consistent with the public missions of those universities. Public universities in Tanzania have gone through this process and I am sure their Ugandan counterparts can do the same. The new relationship should provide for more institutional autonomy in return for higher levels of accountability in their financial and academic processes. The following figures summarizes the proposed model, which has four pillars. The first pillar (in column 1) represents the various funding sources. The second represents the intermediary bodies that should assess the needs of institutions, collect and distribute resources to universities on behalf of the nation. These intermediaries should not only protect the state from constant irritations of being seen as the immediate giver or denier of funds by staff and students but also protect universities from government political micromanagement, red tape and budgetary fluctuations. The third pillar is the beneficiaries, the universities. And lastly, the fourth pillar is the accountability mechanism that will ensure that public money is put on intended items. I shall briefly discuss how the proposed funding model should work. 10 A proposed diversified funding model for Uganda public universities Funding Source 1. Development 2. Recurrent 3. Research 4. Training Education Insurance Fund National Education Lottery for Universities and Colleges Universities Grants Committee Uganda Students Loan Board Philanthropic Organizations , Donors and Individuals Income Generating Activities within the Universities Endowments National Research Recipients Public Universities and Other Tertiary Institutions Government Intermediary Bodies Accountability Mechanisms Auditor General on Financial Matters National Council for Higher Education on Foundation Households: Fees, tuition and other donations to specific institutions Academic quality & Private Sector processes 11 (a) The funding sources The funding sources will include the state represented by the government. The state will continue to contribute to the public universities for identified development, recurrent research and training funding based on realistic unit costs, not arbitrary figures. State contributions will not go directly to institutions but through a University Grants Committee, the Loans Board, and the National Research Foundation on conditions agreed by all parties. It is my hope that government contribution as a percentage of GDP will be increased to parity with the contributions of Kenya, Tanzania and Rwanda to their public university systems. As pointed out by many stakeholders, the state alone cannot satisfy the financial needs of public universities. Therefore, other players will be asked to contribute in an organized and planned way. As per figure there are a number of contributors envisaged in this model including an Education Insurance Fund. Parents who may wish to buy education insurance starting at, say, five years of age, should be able to do so. But the insurance should be used only for fees at tertiary institutions at ages 18--25. The third source suggested is a national education lottery specifically for universities and colleges organized by the state or its agencies. The fourth source of funding suggested in the model is donations by philanthropic organizations, whether local or foreign. These can pay directly to specific institutions as a number of tem are doing so already or through the University Grants Committee. The fifth window of income is various income-generating activities that many universities, private and public, are already using. Each university will organize various income-generating activities and should not be required to remit the collected money to the government. Sixthly, public universities should be encouraged to start endowments. Some private universities, like IUIU, Mbale, already have endowments, as do most famous American universities. Seventh, households should continue to contribute to higher education through fees, tuition, and welfare components of education based on realistic unit costs. Those who cannot afford but are qualified can, and should, access education by taking up a loan from a Student Loans Board, which this study recommends strongly. This model envisages a strong loan scheme guaranteed by the state. Lastly, the private sector should be encouraged to donate to education through a tax waiver on donations and other incentives as it is done elsewhere in the world. All funds from these sources should be exempt from taxation and spent only on higher education 12 (b) Remittances of income to intermediary bodies For reasons of coordination on a macro level, the state and other sources of income will remit funding through three intermediary bodies whose roles are described below. All government contributions, some philanthropic organizations that may wish to do so, some endowment monies and some private sector contributions should be remitted to the universities through the University Grants Committee, the Loans Board, and the National Research Foundation whose roles and functions are described below. The education insurance funds, students' fees, money from institutionally owned endowments and some donations from the private sector should go directly to the targeted university. The government and financial institutions will contribute to a student loan schemes which should be established by law. (c) The beneficiaries: the Universities Universities will receive funds directly from various sources. First they will be eligible to get funds from the University Grants Committee and the National Research Foundation according to the allocations made by the intermediary bodies. Funding decisions will be made on agreed criteria procedures, rules and regulations. All remittances should be based on unit costs except for research, which should depend on the research capacity of a given institution, the projects advanced and the researchers. However, institutions will also be able to get funds directly from fees, endowments, donations made directly to universities, education insurance fund (for individual student fees) and through other institution-specific fund-raising activities. 7. Full institutional Autonomy and academic freedom The above model envisages full institutional autonomy of public universities. Universities operate better if they are free and accountable. The accountability mechanism in this model (of the Auditor-General and National Council for Higher Education) should assure the public that universities are going to be accountable in the way they manage finances and the academic processes. Direct government micromanagement is often politically motivated and therefore distracts the ability of universities to search for the truth. Institutional autonomy is the corporate freedom of the university from external interferences by outside authorities including the state, the owners of the university, civil society and any other organized groups. It includes freedom to: (a)Admit and dismiss students according to set national and university regulations; 13 b) Hire and fire staff; c) Design and implement curricula; d) Set and mark examinations; e) Award or withdraw qualifications (certificates, diplomas and degrees); and f) Propose and implement the university budget. However, institutional autonomy must be balanced by accountability to the public, whether the institution is privately or government owned. Accountability includes: a) Relevance of the programmes taught to the needs of society; b) Annual auditing and publication of the university’s accounts; c) Annual publications of reports of all academic, research and publication activities of the university; d) Good governance of the university; and e) Contribution to human knowledge through research and publications. In most universities, universities are required to guarantee academic freedom. Academic freedom refers to the freedom of staff and students of the university to perform their functions without interference. It is the freedom of the individual university worker or student to act freely in the pursuance of knowledge that contributes to individual and institutional productivity. It includes freedom to: a) Teach, speak and write without interference; b) Set and implement one’s research agenda; and c) Hold opinions that the individual staff considers key to scholarship without interference from the university administration, the government, civil society, the media, funders or parents. It is therefore proposed that universities should renegotiate with the government for a new relationship, most preferably through the granting of a charter. Each public university should, like private ones, get a charter or an agreement specifying its relationship with the government, and the obligations of the state and the institution to the public. In this way institutions will be able to search for the truth unhindered by bureaucratic red tape. Cherry picking of single items (like salaries) for negotiating with the state blurs the magnitude of problems public universities face—much as the subject method can bring a doze of relief. 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