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TheTransformativeNatureof PDF
Citation:
The Transformative Nature of the Right to Education,
2004 J. S. Afr. L. 700 (2004)
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1 Introduction
"Education is of seminal importance as far as human rights are concerned, since it liberates
people from the bondage of ignorance, superstition and fear. It gives to them dignity and self-
confidence and is a basic right, on which the materialization of many other rights depend. It is
for this reason that the right to education is extensively recognized in both international and in
'1
national constitutions."
700
TSAR 2004-4 [ISSN 0257-77471
THE TRANSFORMATIVE NATURE OF THE RIGHT TO EDUCATION
9 De Vos "Grootboom, the right of access to housing and substantive equality as contextual
fairness" 2001 SAJHR 258 259.
10 Albertyn and Goldblatt (n 2) 249.
l'Klare "Legal culture and transformative constitutionalism" 1998 SAJHR 146 150.
12 The preamble of the constitution as discussed by Moseneke "The fourth Bram Fischer memorial
lecture: transformative adjudication" 2002 SAJHR 309 313.
13s 7 of the constitution. It is relevant to note that the constitutional principle of transformation is
enacted in legislation. The Promotion of Equality and Prevention of Unfair Discrimination Act
4 of 2000 in its preamble states the following: "The consolidation of democracy in our country
requires the eradication of social and economic inequalities, especially those that are systematic
in nature, which were generated in our history by colonialism, apartheid and patriarchy, and
which brought pain and suffering to the great majority of our people .... The basis for
progressively redressing these conditions lies in the Constitution which, amongst others, upholds
the values of human dignity, equality, freedom and social justice in a united, non-racial and non-
sexist society where all may flourish ....Section 9 of the Constitution provides for the
enactment of national legislation to prevent or prohibit unfair discrimination and to promote
the achievement of equality. This implies the advancement, by special legal and other measures,
of historically disadvantaged individuals, community's and special groups who where
dispossessed of their land and resources, deprived of their human dignity; and who continue
to endure the consequences. This act endeavors to facilitate the transition to a democratic
society, united in its diversity, marked by human relations that are caring and compassionate,
and guided by the principle of equality, fairness, equity, social progress, justice, human dignity
and freedom."
and protects entrenched privileges", but also extends the enjoyment of these
rights to everyone. 1 4 The state should act positively to ensure the progressive
realization of all rights.' 5 This is reflected in a number of provisions. Section
9(2) acknowledges that "real" equality will not be achieved over night and that
the state should take steps to promote equality in the long term. 16 Various
socio-economic rights acknowledge that negative obligations "will be immedi-
ately enforceable but only realized fully in the long term" 17 However, De Vos
points out that the constitutional text is not the only relevant factor. Historical,
social and economic circumstances should also be taken into account. 18 Espe-
cially relevant is South Africa's apartheid history where the "majority of South
Africans were deprived of their political freedom and the means of securing
their economic prosperity". 19 Political transformation
20 is therefore not enough:
social and economic transformation is needed.
In Soobramoney and Grootboom the constitutional court acknowledged the
transformative nature of the bill of rights. 2 1 In Soobramoney the following
important statement was made:
"We live in a society in which there are great disparities in wealth. Millions of people are living
in deplorable conditions and in great poverty. There is a high level of unemployment, inadequate
social security, and many do not have access to clean water or to adequate health services. These
conditions already existed when the Constitution was adopted and commitment to address
them, and to transform our society into one in which there will be human dignity, freedom and
equality, lies at the heart of our new constitutional order. For as long as these conditions
22
continue to exist that aspiration will have a hollow ring."
This passage establishes the link between socio-economic rights and the con-
stitutional values of equality, dignity and freedom. It commits the state to
address conditions of inequality and poverty and to transform our society
based on these values. 2 3 The constitutional court sees the right to equality
and socio-economic rights as "symbiotically linked", the one set of rights
provides the context in which the other set can be understood". 2 4 The consti-
tutional court delivered several judgments where a substantive approach to
equality rather than a formal one was followed.2 5 Substantive equality requires
courts to take into account the actual economic, social and political circum-
stances of the claimant in order to determine whether the constitution's
14 De Vos (n 9) 261.
15 (n 9).
16 De Vos (n 9) 262.
17 De Vos (n 9) 262.
18 De Vos (n 9) 262.
'9 De Vos (n 9) 262.
20 De Vos (n 9) 263.
21 Soobramoney v Minister of Health, Kwazulu-Natal 1997 12 BCLR 1696 (CC); Government of
RSA v Grootboom 2000 11 BCLR 1169 (CC).
22 Soobramoney (n 21) par 8.
23 Liebenberg (n 8) 6.
24 De Vos "Substantive equality after Grootboom: the emergence of social and economic context as
a guiding value in equality jurisprudence" 2001 Acta Juridica 52 53.
25 See eg, Brink v Kitshoff 1996 6 BCLR 1489 (CC); President of RSA v Hugo 1997 6 BCLR 708
(CC); Harksen v Lane 1997 11 BCLR 1489 (CC) and National Coalitionfor Gay and Lesbian
Equality v Minister of Justice 1998 12 BCLR 1517 (CC).
one should keep its purpose in mind: "to protect vulnerable people from ser-
ious social and economical threats, thus giving effect to the transformative goal
of the Constitution". 37 Without the recognition of a basic standard, other
rights will have a "hollow ring" 3 8
The court in Grootboom also attached great value to the concept of reason-
ableness. To determine whether an act is reasonable, actions will have to be
evaluated against the constitutional background of substantive equality, taking
into account social and economic circumstances. 39 State action that fails to
take into account structural inequalities and the impact on vulnerable groups
will be found to be unreasonable. 40 Liebenberg extracted the following criteria
from the judgment, for the establishment of a reasonable government program
(thus needed to implement transformation):
" The program must be comprehensive and coordinated, which allocates responsibilities and
tasks to the different spheres of government ensuring that the appropriate financial and
human resources are available.
" The program must facilitate the realization of the right in a progressive manner, within the
state's available resources.
* Policies and programs must be reasonable in their conception and implementation.
" The program must be balanced and flexible providing for short and long term needs.
* The program must include a component that responds to the needs of those in desperate
situations. 4 1
A "major social rights crisis" like the one in Grootboom can only be solved in the
long term. 4 2 However, this does not mean that the government should delay the
progressive realization of these rights. 43 Scott and Alston state that the govern-
ment will have to adopt a set of objectives and policies, that flow from an analysis
of its constitutional obligations. 4 These plans "should give priority to ensuring
respect for a minimum core content to be realised within the shortest possible
time" (my emphasis). 4 5 If a minimum core concept is accepted, transformation
will be achieved affording basic rights to the most vulnerable in society. Accord-
ing to Coomans the minimum core of education consists of the following: "access
to education on a nondiscriminatory basis, the right to enjoyfree and compulsory
primary education, special facilities for persons with an educational deficit, qual-
ity of education, free choice of education and the right to be educated in the
37 Liebenberg (n 8) 16.
38 Liebenberg (n 8) 16.
39 De Vos (n 9) 272.
40 De Vos (n 9) 272.
41 Liebenberg (n 8) 12-13.
42 Scott and Alston "Adjudicating constitutional priorities in a transnational context: a comment
on Soobramoney's legacy and Grootboom's promise" 2000 SAJHR 206 263.
43 (n 42).
44 (n 42).
41 (n 42).
language of ones choice" (my emphasis).4 ' The transformative nature of the
constitution can thus be described as follows:
"Given South Africa's history of deprivation and prejudice; given the deep structural social and
economical inequalities that exists in our society; given the Constitution's respect for
individuality, difference, and hence the human dignity of all; given the constitutional goal of
achieving a totally transformed society; how should the state or other relevant actors act or
refrain from acting to ensure that there will be no unfair impact on the affected group? We look
at the actual impact of the action or inaction by the state or other relevant actors and ask
whether this can be sanctioned given our long-term 47
commitment to a complete transformation
of society in a manner thait is contextually fair."
46 Coomans "In search of the core content of the right to education" in Brand and Russell (eds)
Exploring the Core Content of Scio-Economic Rights. South African and International
Perspectives (2002) 159 167-174; The General Comments of the Committee on Economic,
Social and Cultural rights as discussed by G Bekker (2000) 15, notes that the minimum core of
the right to education will include obligations to ensure the right to access to public education
institutions, programmes of a non-discriminatory nature, primary education to all, to adopt and
implement a national education strategy which includes provisions for secondary, higher and
fundamental education and to ensure free choice of education without interference from the
state or third parties. A state party cannot merely claim a lack of resources for not meeting the
minimum core obligation. In order for a state to use such a justification it has to prove that it
has used all possible resources at its disposal. Bekker emphasizes that when resources are
47 inadequate, the state will have to at the very least have a plan of action in place.
De Vos (n 9) 275.
48 Also take note of s 104 (1) of the constitution read with sched 4. Education, except for tertiary
education, is a Functional area that is shared between the national government and provincial
governments and over which they have concurrent legislative powers.
(4) Subsection (3) does not preclude state subsidies for independent educational
49
institutions. -
countries, but they should at least make the right progressively free and acces-
sible to all. South Africa should implement programs and policies to realize the
right to free primary education. The inclusion of the concept of adult basic
education (ABE) reinforces the constitution's transformative goal. ABE is
aimed at bringing about a degree of reparation and wealth distribution, and
thus seeing to it that those who have
61
suffered from apartheid benefit most from
the nation's education resources.
The right to further education (section 29 (1)(b)) includes education above
the basic level: secondary and higher education, as well as technical and voca-
tional training. 62 However, this right contains a limitation clause relying on the
state's financial and other resources, and unlike the right to basic education,
the right to further education does not impose an immediate obligation but one
that needs to be implemented over time. 63 The concept of resources is an
important one and should not be restricted to direct economic resources
only; human and organizational resources should be included. 64 According
to Van Beuren this includes time, energy, motivation, skills, professionalism,
vision, and help from political and non-governmental organizations. 65 In the
education context this would require the state to implement an infrastructure
conducive to learning, training of qualified teachers, implementation of proper
curricula and private funding to extend the state's depleted budget.
The right to receive education in the language of ones choice is very con-
tentious. The right recognizes the importance of children being educated in
their mother tongue, but is qualified in two instances. Firstly implementation
needs to be reasonably practicable and secondly it is not a right to mother-
tongue instruction, but instruction in one of the official languages. 66 For lin-
guistic minorities this might be problematic. Academic performance as well as
the development of the language may be undermined. 6 However, this limita-
tion is realistic and reasonable, taking into account the multilingual nature of
South African society. The term "reasonably practicable" requires objective
justification for the denial of the right. 68 For this purpose a sliding scale for-
mula is used. 6 9 The larger the number of speakers of a particular language in
an area, the greater the obligation to provide mother-tongue education. 70 The
It is clear that the state is permitted, but not required, to help individuals
establish independent institutions and may not interfere with individual efforts
to establish such schools. 80 However, the constitution does not rule out the
possibility of state funding for independent institutions.8 s It is important to
keep in mind that section 29(3) extends protection to all independent educa-
tional institutions
82
and not only those based on a common culture, language or
religion.
"Whereas the achievement of democracy in South Africa has consigned to history the past
system of education which was based on racial inequality and segregation; and
Whereas this country requires a new national system for schools which will redress past
injustices in educational provision, provide an education of progressively high quality for all
learners and in doing so lay a strong foundation for the development of all our people's talents
and capabilities, advance the democratic transformation of society, combat racism and sexism
and all other forms of unfair discrimination and intolerance, contribute to the eradication of
poverty and the economic well-being of society, protect and advance our diverse cultures and
languages, uphold the rights of all learners, parents and educators, and promote their acceptance
of responsibility for the organization, governance and funding of schools in partnership with
state; and
Whereas it is necessary to set uniform norms and standards for the education of learners at
schools and the organization, governance and funding of schools throughout the Republic of
South Africa."
Although most educational structures have changed since our first democratic
elections in 1994, complete transformation has not yet been achieved, as is evi-
dent from cases such as Matukane and the EducationalBill Case.90 In the Matu-
kane case the applicants (who were black) applied to have their children enrolled
at the respondent's primary school (a state-aided public school). Their applica-
tion was refused. The reason given was that the school was full. The school was an
Afrikaans and English parallel-medium school with the majority consisting of
Afrikaans-speaking pupils. The applicants contended that the refusal constituted
racial discrimination. The respondent relied on international law protecting cul-
tural minorities. They argued that the school has an exclusively Christian, Afri-
kaans culture which would be destroyed by admitting pupils from a different
cultural background. The court found that the respondent seems to have ignored
the fact that it was not an exclusive Afrikaans school but a parallel-medium
school already accommodating two cultures. The court pointed out that there
is no reason why the Afrikaans section should have better rights than the English
section. The court also held that the governing
91
body of a school can never exercise
powers in conflict with the constitution.
In the Education Bill case the court was faced with a similar dilemma. It was
argued that the constitution placed a positive obligation on the state to estab-
lish educational institutions based on a common culture, religion or language
where practicable. The state would therefore be obliged to establish schools
that only speak a certain language. The constitutional court rejected this con-
tention, stating that the right was a right of everyone themselves to establish
such schools. 92 Specifically I would like to focus on the reasoning of justices
Sachs and Kriegler. Justice Sachs starts out with a number of assumptions in
favour of the petitioners: First, that the Afrikaans language is not simply a
means of communication and instruction but a central element of community
cohesion and identification for a distinct community in South Africa; secondly,
that there exists a subjective fear that democratic transformation will lead to
the suppression of the Afrikaans language; and finally, that the Afrikaans
language is a cultural treasure that needs protection. However, justice Sachs
pointed out that these assumptions need to be located in the context of three
important considerations highlighted by the constitution. 93 He made the fol-
lowing points:
". Similar claims for constitutional regard can be made by ten or more language communities.
Even if the poignancy of history flows through the Constitution, we must be guided by the
words and spirit of the constitutional text, supporting not this group or that but the values
enshrined in the Constitution. Rights of the Afrikaans speaking community cannot be
94
considered in isolation from equally valid claims of other members of society.
" Immense inequalities still exist in relation to access to education. t-quality needs to be
achieved with maximum regard for diversity. The objective is not to set the principle of
95
equality against cultural diversity, but to harmonize these two principles.
" The Constitution should not only take into account the interests of the parent, which may be
unduly rooted in the past, but give paramount importance to the best interest of the child
96
which may require looking more to the future."'
Justice Sachs further noted that whether the Afrikaans language would survive
better in isolation would not be a matter of constitutionality but one of policy
on which the court does not wish to decide. "It is not the Court's place to say
whether denying Afrikaans-speaking children the right to study and play with
children from other backgrounds would or would
' 97
not be to their mutual edu-
cational and social detriment or advantage."
Justice Kriegler, in the court's only Afrikaans judgment, stated the follow-
ing:
"Solank 'n minderheid daadwerklik wagstaan oor sy gemeenskaplike erfgoed, solank is dit sy
onvervreembare reg om eie onderwysinstellings ter behoud van kultuur, taal en godsdiens tot
stand te bring. Daar is egter twee belangrike voorbehoude. Ten eerste is die slotwoorde van die
betrokke subartikel ondubbelsinnig: daar mag geen diskriminasie op grond van ras wees nie. Die
Grondwet bied dus geen beskerming vir rassevooroordeel op die onderwysterrein nie. 'n
Gemeenskaplike kultuur, taal en godsdiens met rassisme as wesenselement het geen
konstitusionele aanspraak op die vestiging van afsonderlike onderwysinstellings nie. Die
Grondwet beskerm verskeidenheid nie rasse diskriminasie nie... hou die Grondwet daarmee die
deur oop vir diegene vir wie die staat se onderwysinstellings ontoereikend geag word wat betref
gemeenskaplike kultuur, taal of godsdiens. Dit staan hul vry om eendragtig die erwe van hul
vaders vir hul kinders te behou. Daar is egter 'n prys, naamlik dat so 'n bevolkingsgroep
daarvoor die hand in eie sak moet steek. In 'n sin gaan die huidige geskil dus nie om volksgoed
nie maar om geld."' 98
The reasoning in both cases is similar and clearly in line with the constitution.
Both schools, which are by no coincidence mainly Afrikaans speaking, attempt
to use the constitution to their own advantage by relying on section 29(3) and
31. It is clear that these claims are in contradiction with the notion of trans-
formation and cannot be allowed, given that transformation is an underlying
(although not explicitly stated) value of the constitution. I therefore agree with
the above decisions, placing the value of transformation above Afrikaner ide-
alism and cultural elitism. 9 Despite sound constitutional principles, however,
indirect discrimination and exclusion on the basis of race is still rife in our
education system. Promoting a human rights culture in the South African edu-
cation system is not easy. As Sithole states: "School desegregation is assuming
the pace of a tortoise and in most cases it does not even seem feasible."'I%
Desegregation has often been used as a "political platform", creating an atmo-
sphere that is counter-productive to learning.10 ' A possible solution to achieve
desegregation might be for white students to attend 10 black 3
schools. 10 2 This is
unlikely, taking into account our political situation.
Racial isolation in schools seriously harms learners and therefore the nation
as a whole. Schools should equip learners with values needed to function in a
diverse society. 10 4 It is clear that underprivileged youths will suffer most from
racially segregated schools, taking into account South Africa's history of un-
even resource distribution resulting from apartheid. The concept of transfor-
mation makes it clear that the traditional skills of reading, writing and
numeracy are not enough. 10 5 "Human relation skills", showing learners 06
how
to relate adequately to people who differ from them, are also needed.
The bill of rights is not a "self-executing" document.' 0 7 The question that
arises is what government has done to implement the notion of transformation
in our education system. i08 Over the past two years government has moved its
focus from establishing policy and governance structures, to improving access,
quality and equity. 109 The purpose of schools is to offer learners education that
enables them to grow into responsible citizens in our new democracy. "o This is
done through the implementation of curriculum 2005 and multicultural educa-
tion.iii The concept of multiculturalism lies at the heart of transformation.
Only through the acceptance of a multicultural society will transformation be
achieved. Multiculturalism implies "respect for and tolerance of diverse cultur-
al beliefs, coupled with a commitment to a cohesive society within a democratic
framework" i1 2 Multicultural education, according to Le Roux and Beckmann
includes the following:
" Ensuring the recognition, acceptance and appreciation of the multi cultural character of
society;
" fostering intercultural respect and interaction;
" eliminating ethnocentrism, stereotyping and prejudice;
100 Sithole "The learner's perception of a human rights culture in South African education" in De
Groof et al (eds) Promoting a Human Rights Culture in Education (1999) 85 86.
101 (n 100).
102 (n 100).
'o3 (n 100).
104 (n 100).
10'(n 100) 87.
106 (n 100) 87.
107 Van der Bank, Joubert en Prinsloo (1999) 151.
08 The state started its transformative journey by invalidating corporal punishment, therefore
protecting the dignity of learners. See the ChristianEducation case (2000).
109 The Education Budget at <http://www.gov.za/events/20O3/budget2OO3.htm.> (visited on
11 Apr 2003) 294.
1l0 Sithole (n 100) 86.
...
Sithole (n 100) 86; for a discussion of curriculum 2005 see Taylor "Human rights materials
development for curriculum 2005: A practical model" in De Groof et al (eds) Promoting a
Human Rights Culture in Education (1999) 127.
112Le Roux and Beckmann "Multiculturalism, constitutionalism and education in South Africa:
responsibilities and opportunities" in De Groof et al (eds) Promotinga Human Rights Culture in
Education (1999) 39 43.
3 Conclusion
It is clear that the right education enables people to participate and function in
society. The state therefore needs to respect, protect and realize this right
specifically taking its transformative character into account.12 6 It is a reality
that education will have to "compete with other basic needs such as health,
housing, child care and poverty relief'. 127 Courts should adopt a "specific
jurisprudential view of the Bill of Rights, namely that it is a transformative
document that was designed to ensure that it would not stand in the way of the
transformation of the power relations in South Africa, and that it would
become the vehicle of such transformative efforts" 128 If the transformative
nature of this right is accepted it will establish a human rights culture benefit-
ing society as a whole. Education should therefore not just be seen as teaching
basic skills, but as a tool assisting in the transformation of our society enabling
citizens to enjoy equality, freedom and dignity.
"Education is of cardinal importance for meaningful human existence. It allows individuals to
develop whole and mature personalities, and it empowers them to fulfill a role in the community
that is enriching for themselves and is beneficial for the community. Education is inextricably
intertwined with culture, since it cannot take place in a vacuum. All education involves a cultural
dimension and the imparting of a system of values. Education in a democratic body politic and a
plural society requires that there should be inculcated in people a respect and tolerance for
religious, linguistic and cultural diversity, without preventing the transmission of values of the
individual cultures in a particular community." 129
SAMEVATTING
TRANSFORMASIE EN DIE REG OP ONDERWYS
Hierdie studie behels 'n bespreking van die reg op onderwys soos verseker in artikel 29 van die
grondwet van 1996. Spesifiek word daar gefokus op transformasie as sentrale tema van die
grondwet en hoe hierdie begrip die interpretasie van alle fundamentele regte beinvloed, spesifiek die
reg op onderwys. Deur transformasie te vereenselwig met die reg op onderwys word individue in
staat gestel om ander fundamentele regte ten volle te benut ten einde 'n menseregte kultuur daar te
stel.