IZIKO is an isiXhosa word meaning “hearth”, traditionally and symbolically the social centre of the home; a place associated with warmth, kinship and ancestral spirits. Here food is prepared and shared, stories are told, and knowledge passed from one generation to the next. Similarly, the museums that make up Iziko Museums are spaces for cultural interaction. We are proud to ignite connections between our shared history, our heritage, and each other.
• Bertram House Museum
• Bo-Kaap Museum
• Koopmans-de Wet House Museum
• Rust en Vreugd Museum
• Slave Lodge Museum
• South African Museum and Planetarium & Digital Dome
• South African National Gallery
• Michaelis Collection at the Old Town House
Social History Centre Iziko Collections are housed at:
• William Fehr Collection at the Castle of Good Hope
• Groot Constantia Museum
Iziko Museums has been given the responsibility to take over the conservation and maintenance of the following museum:
• Victor Verster/Nelson Mandela Prison Museum in Paarl
ANNUAL REPORT
2023/24
Visitors at the opening of the exhibition: Humanity, Iziko South African Museum, September 2023.
Part A: General Information
B: Performance Information
Ms Rooksana Omar, former Chief Executive Officer, Iziko Museums of South Africa addressing the staff during her last staff meeting, Iziko South African Museum, August 2023.
General Information Part A
Young artist at the CEO’s Childrens’ event, Iziko South African National Gallery, August 2023.
Contents
1.1. Public Entity’s General Information iv
1.2. List of Abbreviations/Acronyms v
1.3. Foreword by the Chairperson vi-vii
1.4. Overview: Chief Executive Officer viii-xi
1.5. Statement of Responsibility and Confirmation of Accuracy of the Annual Report xii
1.6. Strategic Overview xiii
1.7. Legislative and Other Mandates xiv
1.8. High-Level Organisational Structure xvi
1.1. Public Entity’s General Information
Registered Name: Iziko Museums of South Africa
Public Benefit Organisation
Number: 18/11/7/0133
Registered Office Address: 25 Queen Victoria Street Cape Town 8001
Postal Address: Po Box 61 Cape Town 8000
Telephone Number/s:
+27 (0)21 481 3800
Fax Number: +27 (0)21 481 3994
Email Address: info@Iziko.org.za
Website Address: www.iziko.org.za
External Auditors: Auditor-General of South Africa
Bankers: Standard Bank
Address of Bank: Thibault Square, Cape Town
1.2. List of Abbreviations/ Acronyms
AOP
AFS
APP
AAB
ASP
AC
CSD
CATHSSETA
African Origins Programme
Annual Financial Statements
Annual Performance Plan
Approved Annual Budget
Approved Strategic Plan
Art Collections
Central Supplier Database
Closed-Circuit Television
Corporate Social Investment
Culture, Arts, Tourism, Hospitality and Sport Sector Education and Training Authority
CS
Customer Services
Department of Education
Department of Public Works & Infrastructure
Department of Sport, Arts and Culture
Department of Science and Innovation
Estimates of National Expenditure
Existing Building Condition Report
Generally Recognised Accounting
Practice
Human Resources Department
Indigenous Knowledge Systems
Information and Communication
Technology
International Museum Day
Iziko Bertram House Museum
Iziko Bo-Kaap Museum
Iziko Groot Constantia Museum
Iziko Koopmans-de Wet House Museum
Iziko Michaelis Collection (at the Old Town House)
Iziko Planetarium and Digital Dome
Iziko Rust en Vreugd Museum
Iziko Slave Lodge Museum
Iziko Social History Centre
Iziko South African Museum
Iziko South African National Gallery
Iziko William Fehr Collection (at the Castle of Good Hope)
Meaningful Access Programmes
Medium-Term Expenditure Framework
Medium-Term Strategic Framework
Monitoring and Evaluation
Mzansi’s Golden Economy
National Development Plan
National Lotteries Distribution Trust
Fund
National Museum Bloemfontein
National Research Foundation
Natural History Collections
Point-of-Sale
Professional Development Programme
Public Finance Management Act
Repair and Renovation
Social History Collections
Southern Flagship Institution
Strategic Plan
Support Services
Technical Support and Dialogue
Platform
United Nations Educational, Scientific and Cultural Organisation
William Humphreys Art Gallery
Work Integrated Learning Students
1.3. Foreword by the Chairperson
Mr. Jabulani Sithole Chairperson of Council
On behalf of the Eighth Council of Iziko Museums of South Africa, I wish to present the 2023-24 Annual Report with the audited Annual Financial Statements. This financial period marked the second year of the Council’s appointment and the first full financial year at the helm of Governance (IC) at Iziko Museums.
The Council remains committed to fulfilling its mandate by shaping the organisation’s corporate governance culture through the provision of effective leadership and strategic guidance. As a collective, we sought to balance the needs and expectations of stakeholders and safeguarding the best interests of the entity.
Strategic Overview
As concluded by the Seventh Council, Iziko Museums set itself a bold aspiration of becoming African Museums of Excellence. To unlock this vision, the following priority areas were identified as key enablers:
• Innovative usage of public programmes and exhibitions;
• Strategic utilization of its human resources;
• Effective usage of its collections and research capability and expertise;
• The effective usage of its Information and Communication Technology to deliver better services and be alive to the fourth Industrial Revolution;
• Proactive and professional management of our facilities;
• Heightened fundraising initiatives; as well as
• Innovative and improved marketing and communication strategies and programmes.
This annual report details the organisation’s performance in relation the targets set out in the 2023-24 Annual Performance Plan. These key performance areas are informed by the desired future state of Iziko. The organisation has achieved a commendable 90% of its annual targets as contained in the 2023-24 annual performance plan. This translates to 18 out of 20 targets being achieved. Detailed information about the organisation’s performance is contained under Part B: Performance Information of this Annual Report. This strategic context together with observed organisational needs has guided Council in exercising its governance and oversight activities.
Key Milestones
Iziko continues to leverage key strategic partnerships to pursue its goals. The achievement of Iziko’s mandate and strategic goals continues to be enriched by the partnerships it has formed over the years. The high-level national and international visitors hosted during the year reaffirm Iziko’s unique value offering to the cultural heritage sector. It further demonstrates Iziko’s capacity to co-create and innovate with national and international roleplayers to achieve a greater impact.
Iziko Museums observed significant milestones through the implementation of its research, exhibitions, education and public programs. The Esther Mahlangu: A retrospective exhibition titled “Then I knew I was good at painting” was launched. This is one of the key flagship projects envisioned to contribute towards reimagining Iziko Museums spaces. Through its sites, Iziko Museums strives to contribute meaningfully towards nation building efforts by promoting diversity and inclusion.
During the year, Iziko hosted international delegations and events including the royal couple of the Kingdom of the Netherlands, BRICS Tourism Ministers and the Reimagining Heritage, Archives and Museums (RHAM) Panel Discussion.
A travelling exhibition titled; “Names of Freedom” from the Réunion Islands was hosted at the Slave Lodge. The “Who Were the Enslaved Exhibition” was hosted at the United Nations Headquarters. As part of promoting accessibility and awareness, Iziko has presented over seventy outreach programmes. In addition, Iziko has heightened its digitization efforts to improve accessibility of its collections for research purposes and where appropriate, for public access.
Iziko continues to contribute meaningfully to scientific knowledge production in South Africa through its ongoing research endeavors. The organisation has maintained a high publication output in peer-reviewed and popular publications in high-impact scientific journals and public platforms. Through its partnerships with higher education institutions and research institutions, Iziko continues to host researchers and provide practical training opportunities for students.
The handing over of the Nelson Mandela Prison House to Iziko Museums was gazetted by National Department of Sport, Arts and Culture (DSAC). The Council deems this as a vote of confidence in Iziko’s capability to preserve and maintain significant assets belonging to the National Estate.
Challenges Faced By the Accounting Authority
2023-24 was a volatile period for the organisation primarily due to the high vacancy levels and disruptions that were experienced. Since the departure of the former CEO, Ms. Rooksana Omar in August 2023, the Executive leadership layer of the organisation has been rendered nonoperational. Recruitment was stalled due to the ongoing amalgamation of William Humphreys Art Gallery (WHAG) and National Museums Bloemfontein into the Iziko Museums portfolio. Despite these challenges, Management and the staff have remained resilient and delivered on strategic programmes.
Iziko Museums relies on funding from DSAC and National Treasury to deliver on its mandate. Although, the organisation remains financially stable, the unexpected budget cuts over the years have impacted the implementation of key infrastructure projects. Iziko relies on the state of its facilities to host world-class event and exhibitions; make its sites accessible to persons living with disabilities and safeguarding its precious collections etc. Therefore, the challenge of maintaining and developing the infrastructure under budget constraints and lengthy regulatory requirements significantly impacts the institution. These budget cuts are likely to continue and efforts to diversify income have been hampered by limited internal capacity.
Looking Ahead
The future of Iziko remains bright. The portfolio is expanding, and Council has supported Managements’ efforts to stabilize the organisation. The filling of critical vacant posts will be critical to enabling the organisation to realise its strategic goals.
The willingness and commitment of Management and staff to approach challenges creatively and continuously improve organisational performance has been admired by the Council.
On behalf of the Council, I wish to thank the support received from the Department of Sport, Arts and Culture as well as all our valued stakeholders The Council wishes to thank the Management team led by the Acting CEO, Dr. Bongani Ndhlovu, for its dedication and commitment to steering the organisation forward.
Mr. Jabulani Sithole Chairperson of Council
Date: 30 July 2024
1.4. Overview: Acting Chief Executive Officer
Dr. Bongani Ndhlovu
The 2023-24 financial period marked the fourth year of implementing the 2020-25 strategic plan. The twenty targets contained in Iziko Museums’ annual performance plan are derived from the strategic plan. I am proud to declare that Iziko Museums has achieved an impressive performance rate of 90% against its annual performance plan commitments. This is testament to the dedication and resilience displayed by our staff.
The following two annual targets were not achieved:
• Programme One: Unqualified audit report without material findings.
• Programme Three: The number of visitors to the museums/ sites.
Iziko Museums has made significant progress in the maintenance and upgrading of its facilities. This has been made possible through the generous support received from the Department of Public Works and Infrastructure (DPWI) as well as the Department of Sport, Arts and Culture (DSAC). In addition, we have commenced with a phased-in migration towards green energy and alternative power supply to mitigate power outages and load shedding, upgrade infrastructure across all Iziko sites.
We have commenced the migration of our Art and Social History collections data onto the Vernon Collections Management System while the Natural History Collection is captured on Specify. This demonstrates our commitment to modernisation and digitalisation in preparation for the future. Once the initial migration is completed, the two systems will bring more efficiency in the management of the various collections.
Iziko strives to implement core programmes and activities that bring about value for the organisation and our stakeholders at large.
During the year, we sought to enhance our visitor experience and intensify our efforts to attract and retain a diverse audience. We are proud to have recorded 377 407 visitors at our museums and 403 294 visitors to our websites during the period under review. This reaffirms Iziko Museums’ significance as places for acquiring information and stimulating conversation.
Our education, public and outreach programmes together with our captivating exhibitions have enabled us to elevate our visitor experience. We have successfully launched 13 exhibitions including Names of Freedom, Humanity, The Send Off, Phetoho (Hope on a Horse) and Who Were the Enslaved. These exhibitions have been received with keen interest and attracted international attention. This has once again helped to shine the spotlight on the good work being done at Iziko and affirm our museums as African museums of excellence.
Iziko Museums is cognisant of its social responsibility. We recognise that access to information is a basic human right, including information that is linked to items in our collections. As a result, we have implemented 71 outreach programmes during the year. Through our education and research initiatives; our staff have developed and distributed significant educational material and hosted workshops on different subjects. Iziko also contributes significantly towards generating new knowledge through training of future researchers; undertaking research projects
and participation at various conferences. This has enabled us to achieve 27 peer-reviewed and 14 popular publications.
Iziko museums remains committed to creating conducive spaces for cultural interaction, exchanging insights and reimagining our world.
General Financial Review
As of 31 March 2024, Iziko’s net asset value was R2.584 billion, compared to R2.591 billion on 31 March 2023. This represents a slight decrease of 0.25% over the previous financial year. Despite this decrease, Iziko’s heritage assets continue to form the bulk of its asset base, accounting for approximately 93% of total assets.
Expenditure for the year was R214.1 million, reflecting an increase of R38.7 million from the R175.4 million spent in the previous year. This rise in expenditure is largely attributed to increased employee-related costs and general expenses. Total revenue for the year reached R207.6 million, up by R26.1 million from the R181.5 million achieved in the previous financial year.
Revenue from non-exchange transactions grew to R179.4 million, driven by an increase in government grants and service-in-kind income. Specifically, the government grant from the Department of Sport, Arts and Culture increased to R103.4 million, and conditional grants rose significantly to R18.6 million. Revenue from exchange transactions also saw a notable rise to R26.3 million, supported by higher interest earned from external investments and increased admission fees.
Iziko reported a deficit of R6.5 million for the year, a reversal from the surplus of R6.1 million recorded in 2022/23. This deficit underscores the financial pressures faced by the entity, which include higher operational costs and financial challenges exacerbated by ongoing economic uncertainties and inflationary pressures.
The entity continues to seek additional support from National Treasury to enhance its capacity and financial stability. This support is crucial for managing increased costs related to recent custodianship responsibilities and supporting growth initiatives. Additionally, the stabilisation of revenue from tourism following the lifting of travel bans has been pivotal in navigating these challenging times.
Installation view: Humanity, exhibition at the Iziko South African Museum.
Tamaaf, performance art response, Iziko Slave Lodge.
Phetoho (Hope on a Horse) performance art installation, Iziko South African National Gallery.
Overall, while there have been improvements in revenue and grants, the increased expenditure has resulted in a deficit for the year, highlighting the need for continued financial oversight and strategic planning to ensure sustainability and growth.
Spending Trends
In the financial year ending 31 March 2024, Iziko’s spending has continued to be guided by its approved budget, Strategic Plan, and Annual Performance Plan. Expenditure on operations increased significantly to R214.1 million, marking a R38.7 million (22%) increase from R175.4 million in the previous year. This notable increase reflects the rising costs associated with personnel and general operational expenses.
Personnel expenditure remains a significant driver of costs, comprising approximately 38.8% of the total expenditure. This substantial portion highlights the ongoing challenge of balancing fair remuneration with the financial sustainability of the entity. The increased allocation to personnel costs is necessary to attract and retain skilled staff amid a competitive job market and to address critical vacancies within the organisation.
Operational expenses, including core functions and administrative costs, accounted for the remaining 61.2% of total expenditure. The increase in operational costs is attributed to several factors, including higher general expenses and the ongoing need to invest in infrastructure projects, exhibitions, and public programs. Despite these financial pressures, Iziko has endeavoured to continue its mandate effectively, even with a high vacancy rate in key positions.
Capacity Constraints and Challenges
As at the end of the financial period, 31 March 2024, the vacancy rate stood at a concerning 43%. This abnormal vacancy rate together with the number of staff placed on protracted sick leave has caused significant strain within the organisation. A number of skilled personnel have exited the institution either for retirement or greener pastures. This may impact on Iziko’s ability to effectively deliver on its mandate and strategic priorities in future.
A total of 172 training opportunities were created during 2023/24. This includes six staff who were funded for their tertiary studies.
Discontinued Key Activities
Iziko Museums did not discontinue any activities for the 2023/24 financial year.
New Activities
Iziko Museums will continue to focus on enhancing its research and exhibition of South Africa’s underwater cultural heritage and support the West Coast Fossil Park in preserving rare specimens. Additionally, Iziko plans to professionalise the digitization of heritage assets and sustain strategic partnerships with key stakeholders.
An important new development is the transfer of the Nelson Mandela Prison House, an iconic site historically linked to Nelson Mandela. On 5 October 2023, the Minister of Sport, Arts and Culture approved the transfer of Watervliet, portion 2 of farm 942, Drakenstein Correctional Services, to Iziko Museums. The Nelson Mandela Prison House, which includes two houses and period furniture used by Nelson Mandela during his imprisonment, will undergo necessary upgrades to fully realise its potential as a significant cultural and income-generating asset.
The furniture and fittings are currently being assessed for inclusion in Iziko’s heritage asset portfolio. Once fully integrated, this prestigious site will not only enhance Iziko’s heritage collection but also offer opportunities for increased visitor engagement and revenue generation through enhanced facilities and programming.
Requests for roll-over of funds
The request for retention of cash surpluses for the 2022/23 financial year was granted by National Treasury. Iziko’s cash holdings are derived from various revenue streams, including gate revenue, subsidies, conditional grants, and external donations. As at March 2024, Iziko had accumulated a significant cash balance of R 170 083 510, of which R 46 377 653 is held in deferred income for ongoing projects, leaving R 123 705 857 as cash accumulated over time.
Supply Chain Management
Iziko remains committed to maintaining robust supply chain management (SCM) processes and systems in compliance with the SCM Regulations, Public Finance Management Act (PFMA), and Treasury Regulations.
The organisation has adhered to the Code of Conduct for SCM practitioners and maintains an approved SCM policy to ensure cost-effective and transparent procurement practices. However, ensuring full compliance with the extensive legal and regulatory requirements continues to pose challenges, particularly given the scale of operations and the complexities involved.
Overall, while Iziko has made strides in managing its budget and expenditures, the entity faces ongoing financial and operational challenges. The increase in spending underscores the need for strategic financial management and continuous improvements in SCM practices to support the organisation’s objectives and ensure the effective delivery of its mandate.
Audit Report Matters from the Previous Financial Year
Iziko Museums has managed to resolve 76% of the audit findings from the previous financial year. The unresolved findings are mainly attributed to historical inconsistencies and inaccuracies detected in the heritage assets register. Although notable progress has been made by the Collections and Digitization department under the new Director’s leadership, this challenge is likely to persist in future given the size of Iziko’s collection. Measures have been put in place to manage risk and to eliminate regression. From a governance perspective, progress has been made towards developing a combined assurance policy framework. This framework is envisioned to guide the implementation of combined assurance practices at Iziko.
Plans to Address Financial Challenges
To address the financial challenges faced by Iziko and decrease dependency on National Treasury for funding, several strategic initiatives which focus on enhancing income generation, optimising the use of facilities, and diversifying funding sources are essential.
Investing in the enhancement of existing facilities and the development of new ones can significantly boost income potential. Modernising exhibition spaces, upgrading visitor amenities, and improving overall facility aesthetics will make Iziko’s venues more attractive to a broader audience. This can lead to increased attendance, higher venue hire rates, and greater overall revenue. Key areas for improvement are planned and include:
• Redesigning and refurbishing exhibition areas to accommodate a wider variety of events and exhibitions, including high-profile and traveling exhibitions.
• Improving space utilisation and enhancing amenities such as restrooms, seating areas, and visitor information points can improve the overall visitor experience, encouraging longer stays and repeat visits.
• Maximising the use of Iziko’s venues for events, conferences, and private functions presents a substantial opportunity for increased income. By actively marketing these spaces to corporate clients, community organisations, and private individuals, Iziko can generate significant revenue.
• Exploring income generation potential from professional museum advisory services.
Events after the Reporting Period
The amalgamation of William Humphreys Art Gallery (WHAG) and National Museum Bloemfontein into Iziko Museums was gazetted on 24 May 2024.
Economic Viability
Iziko Museums maintains a strong financial position, which is characterised by sound liquidity and solvency. The organisation’s financial health remains robust, reflecting effective management of assets and liabilities. Iziko will continue operating as a going concern in the years ahead.
Acknowledgements and Appreciation
I wish to express my sincere gratitude to the Management and all staff members at Iziko Museums. Your commitment and resilience under difficult circumstances have carried this organisation.
On behalf of Management and all Iziko Museums Staff, I wish to thank the support and guidance received from the Eighth Council, the National Department of Sport, Arts and Culture and the Ministry.
To our donors, funders and strategic partners, may you continue to walk this journey with us!
Dr. Bongani Ndhlovu, Acting Chief Executive Officer
Date: 30 July 2024
1.5. Statement of Responsibility and Confirmation of Accuracy of the Annual Report
To the best of my knowledge and belief, I confirm the following:
All information and amounts disclosed in the annual report are consistent with the annual financial statements audited by the Auditor General of South Africa.
The annual report is complete, accurate, and free from any omissions.
The annual report has been prepared in accordance with the guidelines on the annual report as issued by National Treasury.
The Annual Financial Statements (Part F) have been prepared in accordance with the standards of Generally Recognised Accounting Practice (GRAP) applicable to the public entity.
The Accounting Authority is responsible for the preparation of the annual financial statements and for the judgements made in this information.
The Accounting Authority is responsible for establishing and implementing a system of internal control designed to provide reasonable assurance as to the integrity and reliability of the performance information, human resources information, and annual financial statements.
The external auditors are engaged to express an independent opinion on the annual financial statements.
In our opinion, the annual report fairly reflects the operations, performance information, human resources information, and financial affairs of the public entity for the financial year ended 31 March 2024.
Yours faithfully,
Dr. Bongani Ndhlovu Acting Chief Executive Officer
Date: 31 March 2024
Mr Jabulani Sithole Chairperson of Council
Date: 31 March 2024
1.6. Strategic Overview
Iziko Museums of South Africa is a Schedule 3A Public Entity and an agency of the national Department of Sport, Arts and Culture (DSAC), bringing together the national museums of the Western Cape under a single governance and leadership framework.
In terms of the Cultural Institutions Act, 1998 (Act No. 119 of 1998), five national museums in the Western Cape – the South African Cultural History Museum, the South African Museum, the South African National Gallery, the William Fehr Collection, and the Michaelis Collection – were amalgamated as the Southern Flagship Institution (SFI).
In July 2001, the SFI was officially renamed Iziko Museums of Cape Town. The name, Iziko, an isiXhosa word meaning “hearth”, embodies the spirit of a transformed institution and our vision of “African Museums of Excellence”. The hearth is traditionally and symbolically the social centre of the home; a place associated with warmth, kinship, and the spirits of ancestors. Iziko Museums of Cape Town was renamed Iziko Museums of South Africa in September 2012.
The three flames in our hearth logo represent the three collections brought together in our museums: Social History (ochre), Art (red), and Natural History (green). These are made accessible to learners and the public through education and public programmes.
Iziko Museums’ was thus envisaged as a space for all South Africans to gather, nourish body and soul, and share stories and knowledge passed from one generation to the next. Iziko Museums’ seeks to celebrate our heritage while generating new cultural legacies for future generations and a society that has moved beyond the shackles of the past.
In addition, Iziko Museums’ undertakes the day-today maintenance and conservation of ten stateowned buildings:
• Bertram House and Bertram House Annexe (early 19th century)
• Bo-Kaap Museum (early 19th century)
• Koopmans-de Wet House (18th century)
• National Mutual Building (20th century) housing the Social History Centre
• Old Town House (18th century) housing the Michaelis Collection
• Rust en Vreugd Museum (late 18th century) and Rust en Vreugd Annexe
• Slave Lodge (foundation was laid in 1679, with sections added in the 17th and 18th centuries)
• South African Museum (late 19th century) and Planetarium (20th century)
• South African National Gallery (20th century) and South African National Gallery Annexe
• Nelson Mandela Prison House Museum at the Drakenstein Correctional Centre (gazetted on 05th October 2023)
Iziko does not manage the maintenance and conservation of the following three sites:
• Iziko Groot Constantia
• Iziko William Fehr Collections at The Castle of Good Hope
• West Coast Fossil Park
The Social History Centre on Church Square provides a state-of-the-art facility to accommodate our Social History collections and library. The Natural History Library is located at the South African Museum, and the Art Library in the Annexe adjacent to the South African National Gallery. Since 2002, Iziko Museums’ has successfully implemented a Mobile Museum outreach programme.
1.6.1. Vision
Iziko museums are African museums of excellence that empower and inspire all people to celebrate and respect our diverse heritage.
1.6.2. Mission
• To manage and promote Iziko’s unique combination of South Africa’s heritage collections, sites and services for the benefit of present and future generations.
• To continuously innovate and transform our heritage institutions to meet the needs of our democracy and serve our public.
1.6.3. Values
New Values Definition
Service & Respect
We practice an attitude of service and respect towards other, including internal and external customers. In this regard we embrace the principles of Ubuntu (I am because you are) and Batho Pele (putting people first)
Inclusivity & Collaboration We listen to and work with communities, partners, stakeholders and each other to include diverse voices in our offerings.
Accountability & Transparency
We enable others to see and understand how we operate in an honest way; which is key to embracing all levels of answerability and compliance.
Excellence & Innovation Through embracing new and responsible methods of practice, we strive to be a leading heritage institution.
Integrity & Stewardship
Through living by our collective code of ethics, we endeavour to improve care of our shared heritage.
1.7. Legislative and Other Mandates
Iziko Museums of South Africa is designated as a Schedule 3A public entity under the Public Finance Management Act of 1999, as amended.
1.7.1. Constitutional Mandate
Constitution of South Africa
Of specific relevance is section 31: Rights of persons belonging to a cultural, religious, or linguistic community.
Section 16 (1) (c): Everyone has the right to freedom of expression, which includes:
(c) freedom of artistic creativity
1.7.2. Legislative Mandate
Cultural Institutions Act, 1998 (Act No. 119 of 1998)
National Heritage Resources Act, 1999 (Act No. 25 of 1999)
Government Immovable Asset Management, 2007 (Act No. 19 of 2007)
1.7.3. Policy Mandate
Responsibility of Iziko Museums
Iziko Museums’ must ensure that its programmes and projects respect the cultural diversity of South Africa and the creative freedom of artists.
Iziko Museums’ is governed by a Council appointed by the Minister of Sport, Arts and Culture, with duties prescribed in this Act.
The heritage resources in the care of Iziko Museums’ are managed in terms of this Act.
The heritage buildings occupied by Iziko Museums’ are managed in terms of this Act.
Policy Responsibility of Iziko Museums
Revised National White Paper on Arts, Culture, and Heritage, 1996.
Iziko Museums’ is guided by the principles set out in this policy paper.
National Heritage Legislation
Responsibility of Iziko Museums
and Exhibitions
1.8. High-Level Organisational Structure
Note: Chief Executive Officer; Executive Director: Operations and Director Advancement positions are vacant.
Education Management team: FLTR: Mr S. Harmans, Ms T. Nqubelani, Mr H. Arnold.
Support Services Management team: FLTR: Ms Z. Parker, Mr F. Paynter, Ms F. Johadien, Ms M. Fortuin.
Research
Management team, FLTR: Dr W. Florence, Ms A. Sephton, Dr W. Black.
Human Resources Team, FLTR: Ms A. Batchelor, Ms W. Mashiyi, Mr I. Davids, Mr D. Arends, Ms A. Cunningham, Seated: Ms N. Louw and Ms O. Jeffries.
1.8.1. Governance
Iziko Museums is governed by a Council, that is appointed for a three-year term by the Ministry of Sport, Arts, and Culture.
The Eighth Council of Iziko Museums was appointed by the Minister for Sport, Arts and Culture in August 2022 for a three-year term. The Council Members are as follows:
Chairman: Mr. Dennis Jabulani Sithole
Deputy Chair: Dr. Paul Spencer Bayliss
Additional Members:
• Mr. Popo Andries Sakoane Masilo
• Ms. Penelope Anne Beck-Paxton
• Ms. Keitumetse Mahlangu
• Mr. Ahmed Mohammed Pandor
• Mr. Pumzile Gladman Zonke
• Ms. Matshemo Magret Sekgobela
Ex-Officio Members: Dr. Bongani Ndhlovu, Executive Director: Core Functions and Acting Chief Executive Officer.
By invitation: Ms. Ronell Pedro, Chief Financial Officer.
Advancement Team: FLTR: Ms M. Kleinsmith, Ms Z Jafta, Ms W. Britz, Mr N. Pamplin
Finance Management Team: Standing: Mr S. Oupa, Mr A. Makka; Seated: Ms K. de Leeuw, Ms R. Pedro.
Iziko Management with former CEO, Ms Rooksana Omar(seated) with Ms F. Johadien (lft) and Ms L. Rudolph (right). Standing fltr: Dr N. Solani, Ms B. Gaza, Mr H. Arnolds, Ms L. Mvimbi, Dr W. Florence, Ms P. Isaacs, Dr B. Ndhlovu, Absent from picture, Ms R. Pedro, August 2023.
Performance Information Part B
The BMW Art Car, being craned into the Atrium for the Esther Mahlangu Retrospective, Iziko South African National Gallery, January 2024.
Installation view: For the love of Flowers, exhibition at Iziko Rust en Vreugd, October 2023.
Programme information
Programme 1 : Administration
Programme 2: Collections (Business Development)
Programme 3: Audience Development (Public Engagement)
The Auditor-General of South Africa undertook a findings engagement on specific indicators. The indicators elected were linked to Iziko’s core mandate. The procedures were performed to report on material findings only and the Auditor-General of South Africa did not express and assurance opinion or conclusion. No material misstatements or findings on the completeness of indicators were identified. In addition, no material findings on the overall presentation of performance information in the annual performance report were identified.
2.2. Overview of the Public Entity’s Performance
2.2.1. Service Delivery Environment
Iziko Museums’ is a premier national flagship cultural heritage institution that comprises twelve (12) museums and sites around the Western Cape. Through its various departments, the organisation offers several programmes and professional services that appeal to different stakeholders. Our diverse collections across art, social history, and natural history offer endless possibilities for curious minds and researchers to explore. Iziko Museums’ has a unique value offering that attracts interest from different stakeholders. Our staff members have presented various educational lessons that are aligned to the school curriculum both inside and outside the museum. Content developed by our departments is primarily utilised by schools, universities, and various research institutions. Through these activities, Iziko Museums not only contributes to the preservation of significant heritage assets but also to the creation of new knowledge and the harnessing of scarce specialist skills in the country.
Iziko Museums of South Africa operates within the cultural heritage sector. Our museums are considered premier sites that offer world-class facilities. Although most of our patrons are South Africans from different backgrounds, Iziko Museums also contributes to the broader international network of heritage institutions. During the year, Iziko collaborated with various national and international organisations to implement trailblazing programmes. These collaborations have helped to sustain our standing as museums of excellence across the continent.
2.2.2. Organisational Environment
The organisation’s resilience was stretched to its limits in the 2023-24 financial period. Several employees exited for retirement, and others left to pursue greener pastures. Some of these employees were long-service staff who had been with the organisation for a decade or more. The impact of institutional memory loss will be felt for the next few years.
To attract and retain talent, the institution conducted a benchmarking exercise to align its remuneration structure with current market trends. The recommendations were approved and implemented. As an organisation, we recognise that the job market has become highly contested, and more efforts are required to position the entity as an employer of choice to appeal to the best talent. Although a moratorium on recruitment was declared during the year under review, a few positions were filled with indefinite and fixed-term contract appointments to augment staff shortages in critical areas of operation. In addition, some staff members were seconded to other positions, while others were given additional or acting responsibilities.
Despite the shrinking workforce, the Iziko Museums portfolio continues to expand. The handover of the Nelson Mandela Prison House to Iziko Museums’ was gazetted on 5 October 2023. Plans to develop and activate the site have been developed and will be implemented subject to the availability of funds. An assessment of Iziko’s infrastructure needs was done, and the museum continued to implement its ICMP. Weather conditions have had a negative impact on the state of our infrastructure, especially the Iziko
South African Museum, Iziko South African National Gallery, and Iziko Bertram House. In some cases, access has had to be restricted to prevent possible damage to heritage objects on display.
The Minister for Sport, Arts and Culture announced the intention to proceed with the amalgamation of WHAG and NM into Iziko Museums. The Management Teams of the three institutions have worked closely with DSAC and the service provider appointed by DSAC to manage the amalgamation process. This transitional process will continue to unfold during the 2024-25 financial year.
Key Policy Developments and Legislative Changes
Policies Reviewed in 2023-24:
• Digitization Policy (30 January 2024)
• Collections Policy (26 April 2023)
• Exhibitions Policy (26 April 2023)
• Risk Management Policy (26 April 2023) and Framework (26 October 2023)
• Fraud Prevention Policy (26 April 2023)
2.2.3. Progress Towards Achievement of Institutional Impacts and Outcomes
Iziko Museums has adopted the following strategic priorities:
• Innovative use of public programmes and exhibitions;
• Strategic utilisation of human resources;
• Effective use of collections and research capability and expertise;
• Effective use of Information and Communication Technology to deliver better services and respond to the Fourth Industrial Revolution;
• Proactive and professional management of our facilities;
• Heightened fundraising initiatives; and
• Innovative and improved marketing and communication strategies and programmes.
Former Iziko Council Member, Prof. C. Rasool at the launch of Humanity, Iziko South African Museum, September 2023.
2.3. Institutional Programme Performance Information
2.3.1. Programme 1: Administration
Programme Purpose To ensure effective and efficient sound governance and management to provide an enabling environment for our core functions departments to successfully manage, develop, showcase and transform our collections in terms of our heritage mandate and long-term vision.
Linkage to Iziko Museums Strategic Priorities
• Strategic utilization of its human resources.
• The effective usage of its Information and Communication Technology to deliver better services and be alive to the fourth Industrial Revolution.
• Proactive and professional management of our facilities.
Human Resources: To ensure organizational growth, productivity, and a positive work environment through effective communication of business practices that translates to reduced risks, enhanced efficiency and improved employee engagement.
Finance: To implement a strategy to ensure sound financial management practice in compliance with the Generally Recognized Accounting Practice (GRAP) framework, including adherence to GRAP 103 on Heritage Assets, while optimising resource allocation.
ICT: To implement the Information and Communication Technology (ICT) interventions aimed at cultivating an empowered environment through the enhancement of ICT infrastructure, integrating state-of-the-art software and hardware technology.
Customer Services Management: To facilitate the development and implementation of recommendations contained in the Existing Building Condition Report and five-year Conservation and Maintenance Plan for the ten (10) sites managed by Iziko Museums.
Iziko
Customer Services Team, Iziko Slave Lodge, 2023
2.3.2. Programme 2: Business Development
(Collections)
Programme Purpose To ensure professional capacity, skills and resources in order to manage, grow and improve access to our collections, address unethical collection practices and improve capacity, productivity and relevance of research. To digitise collections as a means to register heritage assets for GRAP 103 and for providing online access. To present diverse public events and develop and improve corporate services to ensure an enabling environment to deliver on our heritage mandate.
Linkage to Iziko Museums Strategic Priorities
• Innovative usage of public programmes and exhibitions
• Effective usage of its collections and research capability and expertise.
Collections and Ditisation: To manage the diverse collection of the institution in accordance with its approved collections policy and standards detailed in the Generally Recognised Accounting Practice (GRAP) 103: Heritage Assets. To digitize Iziko
Museums’ heritage assets for posterity; improve access, and reduce risk of information loss.
Research and Exhibitions: Knowledge generation through research to contribute to an educated, informed, and empowered society.
Collections staff showcasing collections during Marine Week, Whale Well, Iziko South African Museum, October 2023.
2.3.3. Programme 3: Audience Development (Public Engagement)
Programme Purpose To develop and execute innovative public engagement programs through enriched programs in art, natural and social history, and interactive exhibits. To enhance communication with visitors, grow and sustain our audience by offering diverse experiences. To increase awareness of Iziko Museums’ offerings via educational programs, marketing, and a resourceful website. To attract investment and build strategic partnerships to support exhibitions, programs, and museum transformations.
Linkage to Iziko Museums Strategic Priorities
• Heightened fundraising initiatives; and
• Innovative and improved marketing and communication strategies and programmes.
Linkage to DSAC Strategic Outcomes Supports DSAC Strategic Outcome Oriented Goals 2 and 4.
Programme Purpose
Education and Public Programmes
• To provide interactive museum educational programmes and outreach activities.
• To connect people, encourage public participation, and promote inter-generational dialogue.
Advancement
• Enhance access to museum sites.
• Offer multiple experiences and create a vibrant museum atmosphere for visitors.
• Increase Iziko Museums’ online presence and
enrich the website content, to ensure this function as a key knowledge resource.
• Increase visitor numbers as well as market the product to support the growth of self-generated revenue.
• Position Iziko Museums to attract investment and increase donor and self-generated income to enable public engagement initiatives and delivery of other strategic objectives.
• Develop and sustain strategic partnerships to facilitate collaboration and synergies with other organisations for mutual benefits.
Human Rights Day, performance in the Rock Art Gallery, Iziko South African Museum, March 2024.
2.4. Outcomes, Outputs, Output Indicators, Targets and Actual Achievements
Programme 1: Administration
Ensure sound governance and compliance.
Financial statements in terms of GRAP Accounting Framework prepared. Compliance with legislation and accounting standards by obtaining unqualified audit reports.
Increase in percentage of own income by 0,5%
i.e., long term coordinated financial sustainability process established.
15 policies developed by 31 March 2025
Long term financial sustainability plan aimed at increasing percentage of own income annually by 0.5%.
Qualified audit report.
Qualified audit report with findings.
Unqualified audit report without material findings.
Increased own income as a percentage of total income by 7% from previous year.
Number of policies developed and reviewed 6 developed 6 reviewed
Ensure sound governance and compliance Strategy to achieve 1% increase in the number of 32 funded projects by 31 March 2025 formulated. Increase in number of funded projects in terms of the income/ revenue stream strategy.
Draft income generation strategy formulated
Achieved
Own income as a percentage of total income increased by ,96% from the previous year.
6 policies reviewed and 1 developed.
Increase own income as a percentage of total income by 0.5% from the previous year
Develop 2 policies and review 3 policies.
Achieved
Own income has increased by a cumulative total of 4% from the previous year.
Achieved 5 policies were reviewed.
+3.5%
Reasons for deviations
Due to delays in finalizing the Combined Assurance Plan and policy reviews, not all findings were resolved. Issues related to the Heritage assets are currently being addressed.
Income from fundraising and own income generation was high than initially estimated.
Achieved Funded projects increased by 8%
Increase in the number of funded projects by 0.25 % in terms of the income/revenue stream strategy.
Achieved
Number of funded projects increased by 3%.
No new policies were approved.
An additional 2 policies were reviewed in line with the policy register.
+2.75%
Due to capacity challenges, the redesigned HR, Finance & ICT policies could not be completed on time.
Increase due to additional donor funding for new and ongoing projects.
Programme 1: Administration
Reasons for deviations
Ensure sound governance and compliance Training opportunities i.t.o. the Annual Learning and development programme
Number of training opportunities offered
Implemented the 2021-22 Learning and Development Programme that offered 376 training opportunities
Implemented the 2022-23 Learning and Development Programme. 312 training opportunities were offered.
Implement the 2023-24 Learning and Development Programme that offers 100 training opportunities.
Achieved The 2023-24 Learning and Development Programme was implemented. 172 Training opportunities were created.
+72 learning, and development opportunities were created. Compliance related trainings were implemented.
Improved infrastructure to enhance visitor experience
Implementation of projects as per the Annual Conservation and Maintenance Plan over the 5-year period
Number of repair and renovation projects implemented i.t.o. ACMP
The exterior of IR&V was painted and the repair and maintenance project at IOTH was completed. DPWI also implemented further repairs at IOTH to another section of the portico ceiling that had collapsed as well as waterproofing of the balcony. The repair and maintenance target was thus achieved. A tender was advertised on 18 Feb 2022 to appoint a technical team to design an emergency escape at ISAM. However, National Treasury (NT) instructed that all tenders advertised after 16 Feb 2022 are placed on hold until NT obtains clarity regarding the judgement of the Constitutional Court and this instruction is revoked.
The Consulting Team was appointed.
The detailed specifications and compliance documentation for the roof repairs and upgrading of waterproofing for 9 buildings was developed. The Heritage Western Cape permit applications’ compliance paperwork for the roof repairs and maintenance for 9 buildings were completed.
Implement roof repairs & upgrading of waterproofing & drainage systems at ISANG, ISANG Annexe, IR&V & IKdW, IBH.
Achieved
General roof maintenance & repairs completed at ISANG, ISANG Annexe, IkdW, IR&V & IBH.
Not Applicable Not Applicable
Programme 2: Business Development (Collections)
New records entered on the collections databases for Art and Social History Collections
Reasons for deviations
Nation Building through growth and development of collections
New records entered collections databases/new acquisitions for Natural History
publications (including articles or chapters) published.
records/catalogue numbers entered on Specify database
additional 11 154 records were entered into the Vernon Collection Management System.
A dedicated resource has been assigned and trained to focus on collating and verifying data that is uploaded onto the Vernon Collection Management System.
additional 8 596 records were entered onto the Specify Database.
The number of new records entered is dependent on the number of items collected during field excursions by the Research team.
It has a dedicated resource who ensures that the migration to Specify takes place.
Overachievement attributed to opportunistic research on backlog being finalised.
reviewed publications were
Overachievement attributed to Editorial responses being received earlier than anticipated.
Overachievement attributed to Editorial responses being received earlier than anticipated.
Programme 3: Audience Development (Public Engagement)
(See Annexure D) 3 Additional Exhibitions were hosted.
Overachievement due to requests for hosting exhibitions in partnership with strategic partners.
Knowledge generation through research to contribute to educated informed and empowered community.
Annexure K/ vi)
Annexure K/v)
Additional Outreach Programmes were presented
There was an increase in requests for outreach programmes to be presented Number of internships and Work Integrated Learning Students (WILS) hosted.
(See Annexure K/ vii) 16 additional Interns/ WILs students were hosted.
(See
L ii and iii))
Non-achievement may be attributed to partial closure of ISANG between October 2023 until mid-February 2024.
There was an increase of requests for Iziko Museums to host Interns and WILs. Creation of awareness and promotion of access to history and culture.
Load shedding also impacted museum operating hours. The IOTH remains closed to the public.
Programme 3: Audience Development (Public Engagement)
Visitor numbers to Iziko websites increased
to Iziko websites increased.
Creation of awareness and promotion of access to history and culture.
Reasons for deviations
403 294 (See Annexure L ii&iii) +73 539 additional visitors to websites.
Campaigns implemented during the year generated additional traffic to Iziko websites (incl. FigWeb & WaspWeb websites) Marketing Campaigns undertaken.
9 +1 Marketing campaign implemented A partnership with the Goethe Institute to host the Science Film Festival 2023, presented the opportunity to implement an ad-hoc campaign.
Commemorative days promoted.
Strategies to Address Underperformance in Annual Performance Plan
Programme One: Unqualified audit report without material findings.
A comprehensive plan to address issues related to Heritage assets, which includes detailed assessments, engaging internal audit and executing necessary corrective measures, is being developed for implementation.
+1 commemorative day hosted. International Mother Language Day programme was commemorated additionally.
• Programme Three: Number of visitors to the museums/sites.
Strategies to address visitor number targets include infrastructure interventions such as adopting alternative energy solutions to reduce the impact of load shedding, expediting repairs and content development to reopen closed museums, as well as the implementation of focused marketing and communications campaigns.
2.5. Linking Performance with budgets
2.6. Revenue Collection
2.7. Capital Investment
Infrastructure Projects Completed in this Financial Year
During this fiscal year, Iziko maintained its commitment to enhancing infrastructure and preserving the integrity of its facilities. Significant capital investments were directed towards improving operational efficiency and conserving our cultural assets.
The following projects were successfully completed:
• Electrical upgrades and plumbing repairs were completed at the biodiversity lab and other areas of Iziko SA Museum (ISAM).
• Phase 1 of the alternate energy project saw the exhibition areas and Planetarium at ISAM connected to the generator, along with the installation of an inverter in the datacentre.
• Phase 2 repairs and maintenance were completed at the Iziko Old Town House (IOTH).
• Security upgrades were implemented at the Nelson Mandela Prison House Museum.
Progress Made on Maintenance of Infrastructure
The following projects are funded by the Department of Sport, Arts, and Culture (DSAC) and implemented by Iziko Museums in consultation with relevant stakeholders and authorities:
Planetarium Infrastructure Upgrade
One notable investment was the upgrade of distribution boards within the planetarium facility. These enhancements were pivotal in modernising the electrical infrastructure, facilitating smoother operations, and enhancing visitor experiences. The upgraded distribution boards enabled the seamless integration of our planetarium with our auxiliary power system. Importantly, this upgrade facilitated the connection of the planetarium to our generator, ensuring uninterrupted functionality during power outages and enhancing the institution’s resilience against unforeseen circumstances. This strategic improvement not only ensures the continued operation of the planetarium but also underscores our commitment to providing a seamless and uninterrupted experience for visitors, researchers, and educational programmes.
Alternate Energy Project
At the ISAM, critical preparations and repairs were undertaken on distribution boards to facilitate the seamless connection of exhibition spaces to our auxiliary power system. These enhancements were imperative to enhance the ISAM’s capability to withstand power disruptions and ensure the continuous operation of vital exhibition spaces during load shedding.
Whale Well in darkness, Iziko South African Museum, July 2023.
Through meticulous repairs and upgrades to distribution boards, Phase One exhibition spaces were successfully integrated with our generator, mitigating potential disruptions and preserving the immersive experience for visitors. These measures not only enhance the reliability of our infrastructure but also ensure operational continuity during load shedding.
Additionally, an inverter was installed in the data centre. This is critical for ensuring reliable backup power, maintaining uninterrupted operations, and protecting sensitive equipment during load shedding.
Iziko South African National Gallery (ISANG) - Installation of Gas Fire Suppression System
A gas Fire Suppression System is being installed in the rest of the ISANG gallery and storage areas to ensure that the building and precious art collections housed within are more effectively protected against fire.
The system comprises a complex piping reticulation system installed on the roof, as well as in the roof voids within the gallery areas. Additionally, the fire suppression system will include a fire aspiration system, also known as an early warning smoke detection system or air sampling smoke detection system, which plays a crucial role in early fire detection, providing advanced warning before a fire can develop into a major incident.
Major milestones have been achieved with the piping reticulation system completed. However, the Contractor has experienced delays with the delivery of the gas cylinders due to major delays at the Cape Town harbour over the last few months. These delays have affected the delivery and supply dates of the gas cylinders, resulting in an extension to the overall programme. The expected completion date is now the end of June 2024.
Iziko Old Town House (IOTH) Repair and Maintenance Phase 2
This year’s maintenance and repair activities were aimed at ensuring both the aesthetic and structural integrity of the Museum. The courtyard saw its paving thoroughly cleaned, restoring its inviting lustre. Notably, remedial work on tiles and meticulous repairs to cornice damage have been critical in maintaining the historical accuracy and beauty of the architecture. Furthermore, the ceilings throughout the museum have received a fresh coat of paint, significantly brightening the interior spaces. Remedial painting work on the interior walls and windows received careful attention, enhancing their historical appearance while providing necessary protection against the elements.
The museum’s fountain and niches have been carefully cleaned and repaired. The marble and slate floors underwent extensive remedial work, preserving their natural appeal.
Iziko Nelson Mandela Prison House, August 2023.
Wooden elements such as timber balustrades and stairs were sanded back to their original glory, and our sandstone archways, a testament to our architectural heritage, received thorough maintenance. These efforts not only contribute to the building’s aesthetics but also ensure its structural health and the safety of those who enter.
Additionally, the consulting team designed a fire suppression system for the building.
Iziko South African Museum (ISAM)
The architectural design of our newly constructed area in the ISAM did not include an internal staircase between the 5th and 6th floors. These two levels can only be accessed using a lift, which poses challenges in the event the lifts shut down. The consulting team designed an internal stairway for access between the 5th and 6th floors. This solution incorporates an innovative electronic chair for enhanced accessibility.
Iziko
Nelson Mandela Prison House Museum (INMPH)
The handover of INMPH to Iziko Museums was gazetted on 05th October 2023.
Through funding from DPWI, upgrades to the security infrastructure were implemented. Among the improvements is the installation of closed-circuit television (CCTV) cameras along the perimeter of the property, enabling remote monitoring of the site. Beam alarm systems have been strategically placed to bolster perimeter defence. To further enhance visibility, new floodlighting was installed along the boundary walls, and maintenance and repairs were carried out on the boundary walls. Additional fencing was also installed. Electrical upgrades to the external sub-distribution board were also implemented.
Evaluation of Current State of Capital Assets
In order to evaluate the present state of our valuable capital assets, we enlisted the expertise of a skilled team comprising heritage architects, a structural engineer, an electrical engineer, and a mechanical engineer. Their collective efforts involved comprehensive assessments of the historic structures within our care and maintenance. The findings were meticulously documented through photographic evidence, and each specialist offered detailed recommendations for any essential remedial measures.
Nelson Mandela statue at the entrance to the Victor Verster Prison, Paarl.
Gover nance Part C
Young people exploring the Rock Art Gallery during a poetry workshop, Iziko South African Museum, September 2023.
3.1. Introduction
The Eighth Council of Iziko Museums was appointed by the Executive Authority on 01st August 2022. The Council plays a critical role in determining the organisation’s strategic direction, effecting oversight, and upholding good governance principles. To the best of its capabilities, the Eighth Council complied with the applicable Codes of Good Governance, policies, and legal prescripts during the period under review.
3.2. Portfolio Committees
The following sub-committees of Council are in place:
• Finance and Advancement Committee
• Audit and Risk Committee
• Human Resources Committee
• Core Functions and Support Services
Iziko Museums did not appear before any Portfolio Committee of Parliament during the 2023-24 financial period.
3.3. Executive Authority
The table below provides a summary of reports submitted to the Executive Authority during the 2023-24 financial period.
28 February 2024 1st Draft Shareholder’s Compact
15 March 2024 Submit Procurement Plans to DSAC for 2024/25
30 January 2024 Table Final APP for 2024/25 in Parliament
31 March 2024 Financial year end 2023/24
1 April 2023 Start of financial year 2023/24
30 April 2024 Submit final Quarterly Report to Department for 2023/24 financial year
31 May 2023 Submit list of all banking accounts to Treasury via DSAC Submit Annual Report performance measurement details to Auditor-General
19 May 2023 Audit Committee meeting to approve AFS for 2022/23
31 May 2023 Submit signed unaudited financial statements for 2022/23 and management reports to Treasury and Auditor-General/External Auditor
31 July 2023 Submit audited AFS to Treasury and DSAC
15 July 2023 1st Quarterly Report on the Procurement Plan 2023/24
31 July 2023 Submit audited signed Treasury AFS Template to Treasury
31 July 2023 1st quarter report National Treasury to Department for 2023/24 financial year: TR TEMPLATE
31 July 2023 1st quarter report to Department for 2023/24 financial year: DSAC TEMPLATE
31 May 2023 Submit mock-up Annual Report to DSAC 2022/23
30 August 2023 Submit PRINTED ANNUAL REPORTS 2022/23
30 August 2023 B-BBEE Submissions
30 September 2023 Application to retain surpluses and declaration of deficits
15 October 2023 2nd Quarterly Report on the Procurement Plan for 2022/23
31 October 2023 2nd National Treasury Quarterly Report
31 October 2023 APP Draft for 2024/25
10 January 2023 Submit the 2022/23 Irregular Expenditure condonation applications
15 January 2024 3rd Quarterly Report on the Procurement Plan for 2022/23
31 January 2024 3rd Quarterly Report National Treasury to Department for 2022/23
31 October 2023 & 30 November 2023 3rd Quarterly Report to Department for 2023/24 financial year and the Audit implementation Plans
30 January 2024 3rd quarter report: DSAC Template
31 January 2023 3rd quarter report: Treasury Template to Treasury
3.4. Composition of the Council
Public Entity Board structure)
Mr. Popo Masilo
Ms. Judy Gunther (by invitation)
Aug 2019 - 1 Apr 2022(1st term)
Aug 2022 – to
(2nd term)
1 Oct 2020 – 30 Sep 2023 (1st term)
Oct 2023– to date (2nd term) CIA, AGA, CRMA, M Cost Acc, BCompt Honors
Mr Jabulani Sithole Chairperson of Council 1 Aug 2022 – to date (1st term)
CD (SA), CA (SA), MBA, CISA, CGEIT Corporate Governance, Corporate Finance, Strategic Management, Business Optimisation & Digital Advisory.
Internal Audit CCSA
PhD Candidate Strategic Management
MPhil: International Business Master of Business Administration BA: Media, Communications & Culture Media Broadcasting, Marketing, Governance, Business Development
5/5
4/4
6/8
4/5
5/6
4/4
3.5. Composition of other Council Committees
Committee No. of meetings held
Audit & Risk 6
Chairperson (External Independent Member), 1 Council representative, 2 External Independent Members
Names of Members
Mr. Peter Heeger (External Audit Committee Member 2017–2020, 2nd term appointment 1 October 2020– 30 September 2023)
Ms. Judy Gunther (External Audit Committee Member and Chairperson 16 October 2023 – to date)
Ms. Nomonde Mpefumlo (External Audit Committee Member appointed 1 October 2020– 30 September 2023)
Mr. Terence Arendse (16 October 2023 – to date)
Ms. Margaret Sekgobela (Council Representative) (1 August 2022 – to date)
Ms. Rooksana Omar (Ex Officio) CEO (retired 31 August 2023)
Dr. Bongani Ndhlovu (Acting CEO September 2023 – to date, Ex Officio Member)
By invitation:
Dr. Bongani Ndhlovu – Executive Director: Core Functions)
Ms. Ronell Pedro – CFO
Mr. Heinrich Brumfield – Internal Auditor (retired November 2023)
Iziko Internal Audit outsourced to GRIPP Advisory
4
3 Council Members
Dr. Paul Bayliss (Chairperson and Deputy Council Chairperson)
Ms. Keitumetse Mahlangu (Council Member)
Mr. Phumzile Zonke (Council Member)
Ms. Rooksana Omar (Ex Officio) CEO (retired 31 August 2023)
Dr. Bongani Ndhlovu (Acting CEO September 2023 – to date, Ex Officio Member)
By Invitation
Dr. Bongani Ndhlovu (Executive Director: Core Functions)
Mr. Hylton Arnolds (Director: Education)
Dr. Wayne Florence (Director: Research and Exhibitions)
Dr. Noel Solani (Director: Collections and Ditisation)
Mr. Paul Tichmann (Director: Collections and Digitisation) (retired in May 2023)
Ms. Rooksana Omar (Ex Officio) CEO (retired 31 August 2023)
Dr. Bongani Ndhlovu (Acting CEO: September 2023 – to date, Ex Officio Member)
By Invitation:
Ms. Ronell Pedro (CFO)
Ms. Melody Kleinsmith (Marketing and Communications Manager)
Mr. Popo Masilo (Chairperson and Council Member)
Ms. Penelope Beck (Council Member)
Ms. Keitumetse Mahlangu (Council Member)
Ms. Rooksana Omar (Ex Officio) CEO (retired 31 August 2023)
Dr. Bongani Ndhlovu (Acting CEO: September 2023 – to date, Ex Officio Member)
By Invitation:
Dr. Bongani Ndhlovu (Executive Director: Core Functions)
Ms. Lucinda Rudolph (Director: Human Resources)
3.6. Honorarium of Council Members
3.7. Council Charter and Code of Conduct
Purpose
The purpose of this document is to outline the mission, duties, and responsibilities of Council Members of the Iziko Museums of South Africa (Iziko Museums).
Mission of the Council Members
The mission of Council Members is to represent the interests of the shareholder (the Government) in perpetuating a successful business that ensures the achievement of the Museum’s vision.
The Council is ultimately accountable and responsible to the Government for the performance and affairs of the Museum. Therefore, the Council must retain full and effective control over the institution and provide strategic direction to the management of the Museum. The Council is also responsible for ensuring compliance with all relevant laws, regulations, and codes of business practice.
In addition, the Council has a responsibility to broader stakeholders, including present and
potential beneficiaries of the Museum’s products and services, clients, lenders, and employees, to achieve continuing prosperity for the Museum and professional service delivery.
Fiduciary Responsibility
Individual Council Members of the Museum, both executive and non-executive, carry full fiduciary responsibility in accordance with the binding Acts under which this institution is managed.
Selection and Composition of the Council Council members shall be selected, appointed, or removed by the Minister in accordance with applicable legislation.
The Council may form committees consisting of Council Members, and such committees may seek independent professional advice with the consent of the Chairperson at the Museum’s expense when necessary. However, the Council must adhere to Supply Chain requirements when procuring these services. These committees should report regularly
Standing FLTR, Mr Masilo, Dr Baybaliss, Mr Zonke, Mr Pandor Seated, Ms Mahlangu, Mr Sithole, Ms Beck-Paxton.
to the Council on their activities. The committee structure, membership, and mandates should be reviewed regularly.
Council Leadership
The Chairperson of the Council should not be the CEO or any other executive Council member. The roles of the Chairperson and Chief Executive Officer should be separate, and the Chairperson should be a non-executive Council Member. The Chairperson, together with the Chairpersons of council committees, may constitute the Executive Committee of Council.
Orientation of New Council Members
Council Members have a responsibility to acquaint themselves with their fiduciary duties and responsibilities, as well as with the issues pertaining to the operations and business environment of the Museum, to fulfil their duties effectively. To assist them, the Council should establish a formal orientation programme for new Council Members, which includes background material, meetings with senior management, and visits to the Iziko Museums.
Furthermore, briefings on relevant new laws and changing commercial risks should be held periodically or as required.
Conflicts of Interest
• A Council Member is disqualified from contracting directly or indirectly with the Museum by virtue of their office.
• Full disclosure of the nature of a Council Member’s direct or indirect interest on any matter before the Council is required.
• A Council Member may not vote on any matter in which they have an interest and should be recused from any meeting when such matters are discussed.
• A register of declarations of interest should be kept and updated annually. Members of the Council are obliged to sign an annual declaration of interest.
• A Council Member who applies for a management position within the organisation must resign as a Council Member before doing so. If the application is unsuccessful, such a Council Member may not be re-appointed to the Council.
Iziko
The New Iziko Mobile Museum arrives at the Iziko South African Museum.
• Executive Council Members must distinguish between their role as Council Member and that of the Chief Executive Officer. If they cannot reconcile the two roles, they should withdraw from the discussion.
• The Chairperson may, for good reason, recuse the Chief Executive Officer from part of the Council meeting discussions, especially during deliberations relating to executive performance, remuneration, or matters of conflict of interest.
• Likewise, a Council Member or management may also be recused from a meeting if they have a conflict of interest related to agenda items.
• A Council Members’ Code of Conduct shall be codified and disclosed in the annual report.
Segregation of Roles
In executing its fiduciary obligation, the Council will ensure segregation of roles between itself (strategy and policy) and management (implementation) without abdicating its accountability role as imposed by applicable legislation.
Audit, Finance, Human Resources, and other Committees
The Council should appoint an Audit and Risk Committee, Core Functions and Support Services Committee, Human Resources Committee, Finance and Advancement Committee, and set out their purposes. Each committee should consist of at least three non-executive members. The Council may also establish other committees and should determine their functioning and delegate powers to them.
Committee Members
The Chairperson assigns Council Members to various committees based on specific skills and experience requirements.
Evaluation of Council Members General
The collective assessment of the Council should evaluate its overall contribution and specifically review areas where Council functioning could be improved.
Formal evaluation of the Chief Executive Officer
The Chairperson should conduct an annual formal evaluation of the Chief Executive Officer based on objective criteria, including business performance, achievement of long-term strategic objectives, and development of management. This evaluation should include an interview with the Chief Executive Officer.
Formal Evaluation of Council committees
The Council should annually evaluate the performance and effectiveness of Council
Visitor exploring the exhibition, Sentinels of the South, Iziko South African Museum, March 2023.
Committees to identify areas requiring improvement.
Council Relationship to Staff and External Advisors
Attendance of Non-Council Members at Council Meetings
The Chairperson, through the Chief Executive Officer, may permit Museum staff and external parties to attend all or part of Council meetings to provide expert insights or as capacity-building for potential Council Members. The Museum Chief Executive Officer should propose such attendance and consult the Chairperson of Council before reaching a decision.
Council access to senior staff and the books and records
Council Members, with the permission of the Chairperson, may consult the Museum’s senior managers through the Chief Executive Officer for information about the organisation’s operations, records, documents, and property necessary for competent decision-making. Such contact should be in writing to the office of the Chief Executive Officer and Chairperson of Council, ensuring it does not disrupt the Institution’s operations. Council Members shall refrain from direct staff contact.
Council Access to External Experts
Council Members may collectively or individually consult external professional advisors with the Chairperson’s permission on Museum-related matters. The Museum shall bear the costs of such consultation services, provided it adheres to procurement procedures.
Succession and Emergency Planning
The Chairperson, in consultation with the Museum Chief Executive Officer, should develop a succession plan for the Chief Executive Officer and executive management. Provisions for acting arrangements during the Chief Executive Officer’s absence or incapacity should be pre-planned. The Council should be consulted on acting arrangements if the Chief Executive Officer is absent for an extended period or indefinitely.
Council Meetings
Council meetings shall be convened as required by legislative imperatives and applicable legislation specifying the Council’s reserved powers. Decisions shall be made by a majority vote of fifty percent plus one Council Member. Alternative committee members have equal voting rights when standing members cannot attend.
A record of Council Member attendance at meetings shall be maintained. Council Members must attend at least fifty percent of annual subcommittee and Council meetings in person.
The Chairperson, assisted by the Secretariat, shall set the agenda for each Council meeting, consulting other Council Members and the Museum Chief Executive Officer when necessary. Written materials essential for the Council’s understanding of business matters should be distributed before meetings, with presentations sent in advance when feasible. Minutes of all Council meetings shall record proceedings and decisions, maintaining confidentiality of details.
Secretarial Role
The Council, with assistance from the Museum Chief Executive Officer, is responsible for selecting and appointing the Secretariat. The Council
MONITORING OF OPERATIONAL PERFORMANCE
Procedures must be in place for monitoring and evaluating the implementation of strategies, policies, and business plans to measure operational performance and management effectiveness.
Public Communications
The Chief Executive Officer manages public communications regarding the organisation’s affairs. Council Members may communicate publicly only under exceptional circumstances, with
Secretary shall ensure adequate logistics for Council and Committee meetings and attend to record proceedings and decisions.
Reservation of Powers
Subject to applicable legislation, the Council holds unfettered powers to govern the organisation. The Council must adopt a strategic plan and decide on all significant matters reserved for decision by the Minister and Council, as outlined in the Museum’s Delegated Powers document.
Risk Management and Internal Control
The Council is responsible for establishing policies and processes to ensure internal control and risk management integrity. An annual formal risk assessment should identify and evaluate key risk areas, with ongoing reviews to determine the effectiveness of risk management.
communication authorized by the Chairperson or their deputy. Council Members must seek approval from the Chairperson for any statements about the institution.
However, individual Council Members bear fiduciary responsibility to a broad spectrum of stakeholders. In cases where such a Member is conflicted by a serious matter of conscience and feels compelled to communicate publicly, they must first discuss the issue with the Chairperson and, upon the Chairperson’s advice, with the stakeholders involved.
Visiting delegation approaching the Iziko South African National Gallery.
Code of Ethics
The Council should establish organisational values and ethical business practice standards supporting its mission, communicating these principles to stakeholders. The Council assumes responsibility and accountability to stakeholders for compliance with these standards.
Quorum
A quorum for Council decision-making is fifty percent plus one Council Member. Members may participate via conference or video call for the entire meeting duration.
Reversal of the Charter (Amendments)
The Museum Council may amend the entire Charter or specific sections thereof, but only at a meeting of the Iziko Museums Council where the proposing Council Member motivates for the change. All Council Members must vote on accepting or rejecting the proposed amendments, with decisions reached by majority vote.
Remuneration of Council
• Council members shall be remunerated for their services on the basis as determined by National Treasury Regulations and adopted by the Minister of the Department of Sport, Arts and Culture.
• Council members will be paid a preparation fee for meetings as periodically approved by the Minister.
• Council members will be paid an hourly rate for ad hoc work like, reviewing documents and make critical decisions on an urgent consultative basis.
• Council members shall keep their expenses, where necessary, reasonable, and consistent with the Council’s rate of remuneration applicable to Council or any other applicable tariff and any allowances payable for services rendered to or on behalf of Council.
• Council members shall furnish acceptable records of their expenses (where necessary).
• The remuneration of Council is reviewed on an annual basis by National Treasury.
Code of Conduct Introduction
The Council is accountable for the governance of the organisation. It is also responsible, inter alia, for strategic vision, setting policies and procedures, monitoring operational performance, sustainability, and communications.
In order to carry out their duties, Council Members must:
• Know and understand the regulatory environment in which the organisation operates.
• Ensure they have sufficient facts at their disposal to make informed decisions.
• Identify, on an ongoing basis, the risks in the management of the organisation and ensure there are appropriate systems to manage such risks.
• In addition to exercising due prudence and skill, Council Members must conduct their fiduciary duties loyally and in the best interests of the organisations they serve. These standards form the foundation of this code.
Governing Principles
The following twelve principles, grouped into the two overriding standards of diligence and good faith, govern Council Members’ conduct: Diligence (duties of care and skill)
• Induction and training
• Regulatory compliance
• Preparation and attendance at meetings
• Access to information and expert advice
• Disciplined, proactive and courageous participation
• Performance evaluation
Council Members should not only act with integrity, but they should also ensure that they know their duties and responsibilities. They should exercise a higher level of care than they would when managing their own affairs.
The standard of care required is greater than that of a reasonable person; the duty is to observe the utmost good faith and to exercise proper care and diligence in the safe custody, control, or governance of the organisation.
A Council should understand its duties and responsibilities and ensure that it acts in accordance with the organisation’s rules as well as all applicable legislation and other laws.
The Public Finance Management Act, 1973 and equivalent legislation only prescribe minimal criteria for being elected or appointed as a Council Member. Subject to its Articles of Association or rules of establishment, a Council can establish its own guiding principles for such elections and appointments. However, it is essential that Council Members be persons of integrity who are competent to carry out the duties required of a Council.
No person should be appointed as a Council Member who has been found guilty of an offence involving dishonesty or is an unrehabilitated insolvent.
Good Faith (fiduciary duties)
• Honesty and integrity
• Personal transactions
• Payments, gifts, entertainment and travel
• Disclosure of interests
• Confidentiality of information
• Abiding by the law
The Council has a fiduciary responsibility to the organisation and its stakeholders and should protect their interests above the interests of any third party or the personal interests of Council Members individually or collectively.
It is the duty of the Council to protect and serve, impartially and with due care and consideration, the equitable interests of all stakeholders such as employees, suppliers, customers, and regulators. Councils are required to ensure competing interests of the active and passive (e.g., the environment) stakeholders are balanced in an equitable and fair manner, and that no individual or group of stakeholders is given preferential treatment over others.
The Council’s discretionary powers must be exercised in terms of its rules, the provisions of the Act, and other regulations. In the exercise of its discretionary powers, Councils must act reasonably and fairly. The Council may not do anything that will fetter its discretion, and may not delegate a fiduciary responsibility to those to whom that responsibility is owed. A Council is always accountable for decisions it makes, as well as the actions and decisions made by those to whom the Council has delegated responsibility.
Disclosure is an inherent aspect of this fiduciary duty to act with due care, diligence, and good faith. The Council is required to disclose adequate and relevant information to institutional stakeholders and beneficiaries in an institution annually.
CODE OF CONDUCT
Induction and Training
Council Members must be aware of their accountabilities and responsibilities and must attend training programmes and workshops to assist them in executing their duties. Induction training needs to cover general governance as well as organisationspecific legislation and operations.
As the regulatory environment continually evolves, it is essential that each Council Member learns about amendments or new laws and regulations that impact the organisation and future decisions taken by the Council. Formal update sessions must be conducted and attended by all Council Members regularly (at least annually) to discharge this responsibility.
Regulatory compliance
Council Members must abide by the law at all times. They must also always act within the limitations imposed by the Council on its activities. Council Members’ responsibilities and limitations are primarily set out in the Public Finance Management Act or other rules and Council resolutions. Council Members are expected to strictly observe the provisions of the statutes applicable to the use and confidentiality of corporate information.
Preparation and attendance at meetings
Council Members need to be aware of the procedures to be followed at Council meetings as provided for in its Charter or the rules of the organisation. Council Members must ensure they attend no less than fifty per cent of their meetings. Virtual attendance is regarded as attendance at the meeting.
Council Members are required to prepare for each Council and committee meeting. Sufficient information shall be distributed to them beforehand to enable each Council Member to prepare adequately.
Council Members must ensure they make every effort to attend all Council meetings as scheduled and notified. Where they also serve on Council committees, the same level of commitment applies. Minutes should be kept reflecting all decisions taken and the basis on which such decisions were made. The minutes must also reflect which members attended each meeting.
Where consensus is not achieved, dissenting views should be recorded in the minutes and, in the case of Council committee meetings, communicated to the Council through the institution’s secretary or Council Chairperson.
Access to information and expert advice
The Council is entitled and obliged to obtain expert advice from professionals such as lawyers, actuaries, and auditors in matters where its members lack sufficient expertise. Council Members should give the advice due consideration and make decisions based on the assessment of the advice obtained. Where the management, administration, and investment functions of the institution are delegated, Council Members remain responsible for the actions of those to whom these functions are delegated. The mandates in terms of which these functions are delegated must clearly set out the delegated responsibilities and the rights of recourse by the Council or the institution against those to whom these responsibilities are delegated. There must be a process of regular reporting to the Council by those to whom the responsibilities have been delegated.
Where investment functions have been delegated, the Council should ensure there are appropriate benchmarks for performance and that the risk profile matches that of the stakeholders of the institution, where appropriate.
Council Members are entitled to have access, at reasonable times, to all relevant business information and to senior management to assist them in the discharge of their duties and responsibilities and to enable them to make informed decisions. A protocol is normally established through the institution’s secretary, Museum Chief Executive Officer, or Chairperson of the Council for this purpose.
Disciplined, proactive and courageous participation
The Council needs to be disciplined in carrying out its role, with an emphasis on strategic issues and policy.
The Council’s discussions must be open and constructive. The Chairperson will seek a consensus in the Council but may call for a vote, where considered necessary. Discussions and records of the Council proceedings must remain confidential unless a specific direction from the Council to the contrary has been issued.
The Council has sole authority over its agenda, but any Council Member may request that additional items be added to its agenda.
It is incumbent on individual Council Members to exercise complete objectivity and independence, especially in situations driven by a dominant or charismatic leader, which may not be in the best, sustainable interests of the organisation.
Performance Evaluation
Every Council Member of the Council and its committees needs to strive to improve his or her performance, objectively adjudged by peers. A prerequisite for this is a clear and mutual understanding of the role and responsibilities assumed by each individual, preferably documented
as a formal performance contract that runs for a maximum of three years.
Honesty and Integrity
Council Members must act honestly and with integrity in all their dealings on behalf of the institution.
They should not discriminate on the grounds of race, religion, gender, marital status, or disability. Council Members may not make promises or commitments that the institution does not intend or would be unable to honour. Council Members’ conduct, at all times, will be such that their honesty is beyond question.
Council Members shall adhere to the truth and not mislead directly or indirectly, make false statements, or mislead by omission.
Personal Transactions
Council Members’ personal or other business dealings will be kept separate from their dealings as Council Members of the organisation. Council Members shall not use the name of the organisation or any group within the organisation to further any personal or other business transaction. Council Members agree to use goods, services, and facilities provided to them by the organisation strictly in accordance with the terms on which they were provided.
Acting CEO and Director Research and Exhibitions with Chinese Ministerial delegation at the Iziko South African National Gallery.
Payments, Gifts, Entertainment, Travel, and Other Forms of Enrichment
Council Members may not, under any circumstances, solicit or accept benefits, entertainment, or gifts of any kind (including, without limitation, cash, preferred pricing, preferred loans, securities, secret commission) or any other direct or indirect benefit, financial or otherwise, as an inducement for performing an act or as consideration for failing to act in any manner or in exchange for preferential treatment. In particular, no Council Member may make any secret profit or otherwise enrich himself or herself at the expense of the institution by virtue of his or her office. Any benefit, direct or indirect, financial or otherwise, received by the Council Member by virtue of his or her office, unless it constitutes part of the Council Member’s declared remuneration, shall be passed on to the institution.
Council and committee members should treat with caution any offer of gifts, favours, hospitality, or fees arising from their position in the institution. Entertainment, hospitality, and modest gift items (such as business lunches, exchange of modest items between business associates, the presentation of small tokens of appreciation at public functions, or an inexpensive memento) should be reasonable and never lead to a sense of obligation. Specifically, those entertainment, hospitality, and modest gift items must:
• Be within the bounds of propriety, a normal expression of courtesy, or within the normal standards of hospitality;
• Not bring suspicion on the Council Member’s objectivity and impartiality;
• Not compromise the integrity of the organisation;
• Not be perceived to do any of the above.
Inappropriate gifts received by a member of the Council or committee should be returned to the donor with a letter referencing these procedures/ code.
Any benefit, direct or indirect, financial or otherwise, received by the Council or committee member by virtue of his or her office, unless it constitutes part of the Council Member’s declared remuneration, shall be passed on to the organisation.
A record of all gifts, hospitality, and fees accepted, surrendered to the institution, or refused by Council and committee members must be kept at the registered office/domicile of the organisation and made open to inspection on request. Members should, therefore, make all necessary declarations using the appropriate form.
The identity of persons offering any Council Member any benefit, direct or indirect, financial or otherwise, for acting or failing to act in any particular manner should be revealed to the Council, which should decide on the appropriate action to be undertaken against such a person. Every Council must codify a policy and procedures for declaring any gifts or favours received by Council Members by virtue of being members of a Council.
Council Members shall not use their status as Council Members to seek personal gain from those doing business or seeking to do business with the organisation.
Council Members shall not accept any personal gain of any material significance if offered.
Disclosure of Interests
The Council is required to maintain an independent and dispassionate interest in the affairs of the institution and be seen to do so.
Council Members may not have a direct and material financial interest in any organisation (including administrators, expert advisors, or consultants) to which any of the responsibilities of the Council are delegated. Ideally, Council Members also should not have a personal interest in any other entity entrusted to their stewardship with which the organisation contracts to do business. They must also consider the interests held by their spouses, partners, or close family, and by persons living in the same household, as well as the interests of other connected persons such as trusts.
Council Members who have any queries or concerns about these situations, and particularly when in doubt, should discuss them with the Chairperson.
In all circumstances, they should ask themselves whether members of the public, knowing the facts of the situation, would reasonably conclude that the interest involved might influence the approach taken to the actions of the Council or committee. The Chairperson should take particular care that no possible conflict of interest in this area is allowed to arise.
In cases where a member of the Council and its committees or advisers has a beneficial interest in any matter to be considered by the institution, or should a potential conflict of interest arise:
• The interest and its nature must be disclosed at the earliest opportunity, if not in advance. There are two types of disclosure:
i. A general declaration of interest that is furnished annually in advance; and ii. A special declaration at any point in time throughout the year.
• The person must not influence or seek to influence any decision relating to the matter;
• The person should take no part in a decision on the matter;
• The person will withdraw from the proceedings if so requested and, in any event, not contribute further to that item unless requested.
The Public Finance and Management Act and equivalent legislation sets standards and procedures for the disclosure of interest in contracts with which Council Members must comply in accordance with the best interests of the organisation.
Individual Council and committee members shall sign an annual Declaration of Interests, and signing this shall be a condition of appointment. These declarations must be entered into a register of interests, which should be tabled at Council meetings. Should a conflict or potential conflict of interest arise, it must be disclosed to the Council and should be minutes should be recorded at the next Council meeting.
The Council and committee members must have regard to the requirement on the organisation to disclose material transactions with related parties in financial statements and must enable the institution to comply with this requirement. In all cases, ‘members’ interests’ covers also the interests of any related parties, including family members or members of the same household who may be expected to influence or be influenced by Council or committee members.
Council Members shall fully disclose active private or other business interests promptly and any other matters which may lead to potential or actual financial conflicts of interest in accordance with such policies as the Council Members may adopt from time to time.
Council Members’ dealings with the institution will always be at arm’s length to avoid the possibility of actual or perceived conflicts of interest.
Confidentiality of Information
Any information acquired by a Council Member by virtue of his or her office can only be utilised for the purposes of furthering the interests of the institution, and not for his or her own personal gain. Confidential information includes proprietary,
The BMW Art Car being moved into the exhibition hall, Iziko South African National Gallery, January 2024.
technical, business, financial, joint venture, and any other information which the organisation treats as confidential or which is not made publicly available. Council Members who leave or retire from the institution continue to be obligated not to disclose such confidential information.
Council and committee members, therefore, should:
• Maintain, at all times, the confidentiality of all information and records that are the property of the institution and must not reveal such information unless it becomes a matter of general public concern;
• Not make any contact or divulge any information to external organisations, including the media, without prior approval from the Council or the Chair;
• Not use confidential information obtained by virtue of that member’s association for personal gain, or to benefit friends, relatives, and others;
• Not do or say anything which might be construed as damaging the credibility or integrity of the Council or the organisation; and
• Not attend any external meeting on behalf of the organisation without prior approval of the Council, its Chairperson, or in an emergency, the Museum Chief Executive Officer.
Council Members will ensure that confidential information relating to customers, employees, and institution operations is not given inadvertently or deliberately to third parties without the consent of the institution.
Council Members will not use information obtained by them from their office for personal gain, nor will the information be used to obtain financial benefit, profit, or gain for any other person or business.
Council Members will respect the privacy of others. In addition, a Council should be aware of the provisions of the Promotion of Access to Information Act and must ensure that the required manual and access procedures required in terms of that Act are established for the institution.
Abiding by the law
Individual Council Members and committee members must comply with all applicable laws and regulations that relate to their activities for and on behalf of the institution. They will not commit or condone any violation of the law or unethical business dealings and shall not engage in or give the appearance of being engaged in any illegal or improper conduct.
BREACH OF CODE OF CONDUCT
The Council should have mechanisms and sanctions set out in the institution’s rules on how to deal with Council Members who breach their fiduciary duties or any aspect of this code of conduct. Where a full Council Member is in serious breach of any aspects of this code of conduct, the Minister shall be informed so that appropriate action can be taken.
3.8.
Council Sub-Committee Charters
3.8.1. Finance and Advancement Committee
Purpose
The Finance and Advancement Committee (FAC) has been established to evaluate the financial performance of Iziko Museums of South Africa, ensure resources are used appropriately and in accordance with the objectives of the organisation, and to make appropriate recommendations to the Iziko Museums of South Africa Council (Council), the Accounting Authority of Iziko.
These terms of reference are intended to mandate the FAC in its activities, and any deviation from these terms of reference will require Council approval.
The FAC shall be responsible for advising the Council and the Chief Executive Officer (CEO) on governance matters related to:
• Financial activities of the institution at a strategic level;
• Playing an oversight role in matters relating to financial management and institutional advancement;
• Advising the Council and the CEO on governance matters related to financial management, performance monitoring, evaluation, review, and compliance;
• Providing guidance in terms of financial objectives;
• Providing guidance in terms of policy development;
• Providing guidance on any other matters delegated by the Council;
• Playing an oversight role in matters relating to financial management; and
Young explorers marvelling at African Dinosaurs at the Iziko South African Museum, September 2023.
Shark Awareness Day Workshop, Iziko South African Museum, July 2023
International Museum Day, lunch-time public talks, Iziko South African Museum, May 2024.
• Any other relevant matters delegated by the Council.
• Scope of Work: Financial Management
• The FAC shall consider the financial areas of responsibility listed below, and any such matters falling within its mandate, or as directed by the Chairperson of the Council.
• To review and recommend to the Council for approval the following:
• The annual budget;
• The revised annual budget;
• All financial and supply chain management policies, or amendments thereto;
• Any other finance-related policies, or amendments thereto;
• Any Information Communication Technology (ICT) policies, or amendments thereto;
• Requests for the write-off and disposal of Iziko assets;
• Requests to write off any debts or losses; and
• Requests for the condonation of irregular as well as fruitless and wasteful expenditure.
To review and advise the Council on the following, but not limited to:
• Supply chain management and procurement practices;
• Contract management practices;
• Financial reporting and budget variances;
• The financial sustainability of Iziko;
• Financial strategies, or amendments thereto;
• Progress on dealing with findings from the Office of the Auditor General of South Africa (AGSA);
• Progress on major projects, e.g., in Finance, IT, and Supply Chain;
• Compliance with quarterly reporting to the Executive Authority, the Department of Sport, Arts and Culture (DSAC), and National Treasury.
To monitor and evaluate the following:
• Appropriateness and compliance with the system of internal controls;
• The performance of the Finance and Administration Department, which includes Finance, Supply Chain Management, and ICT;
• The performance of Tender Committees;
• The insurance portfolio and annual insurance;
• Cash flow management; and
• The management of grants and donor funding.
The FAC will consider policy and strategic proposals in respect of any of the above before they are presented to the Council.
The FAC will investigate, explore, and consider any other matter that may be requested by the Council or the Chairperson of the Council, and the CEO, and submit its conclusions or recommendations thereon to the Council.
Chairperson’s Scope of Work: Advancement
The FAC shall consider the functions listed below, and any such matters falling within its mandate, or as directed by the Chairperson of the Council:
• Institutional Advancement
• Marketing
• Fundraising
• Fund-raising strategy
• Entrance fees and visitor attendance figures
• Venue hire information
• Marketing and promotion information
• Enterprise development
• Advancement policies
The FAC will consider policy and strategic proposals in respect of any of the above before they are tabled at the Council. The FAC will assist and advise with fundraising, marketing, and partnerships. The FAC will investigate, explore, and consider any other matter that may be requested by the Council or the Chairperson of the Council and submit its recommendations to the Council.
3.8.2. Core Functions and Support Services
Purpose
To establish Terms of Reference (ToR), hereafter referred to as the ToR for the Core Functions and Support Services Committee (CFC), of the Iziko Museums of South Africa Council (Council), the Accounting Authority of Iziko Museums of South Africa.
The CFC shall be responsible for advising the Council on all strategic and/or governance matters related to the following:
• Research associated with collections, exhibitions, and public programmes;
• Exhibitions;
• Digitisation;
• Collection Management;
• Education and Public Programmes;
• Facilities management;
• Fundraising.
Furthermore, the CFC will:
• Play an oversight role on issues relating to the aforementioned activities;
• Provide guidance on Restitution and Repatriation matters of heritage artefacts;
• Provide guidance in terms of policy development to all core function-related activities; and
• Provide guidance in terms of any other matter the Council may delegate to this Committee from time to time.
The CFC must adhere to the mandate as outlined in the ToR, and Council approval must be sought for any deviation therefrom.
Scope of Work
The CFC shall consider the functions listed below, and any such matters falling within its mandate, or as directed by the Council:
• Research and Exhibitions
• Support Services
• Collections and Digitisation
• Education
• Fundraising
The CFC will consider the following in particular:
• Collections management
• Collections conservation
• Research
• Publications (popular and academic)
• Future museum needs and services
• Facilities Management
• Exhibitions
• Digitisation
• Education
• Outreach
• Community engagement
• Public programmes
• Internships/mentorships
The CFC will consider policy and strategic proposals in respect of any of the above before they come to the Council. The CFC will assist and advise with fundraising and partnerships. The CFC will investigate, explore, and consider any other matter that may be requested by the Council and submit its recommendations to the Council.
3.8.3. Human Resources
Purpose
The Human Resources Committee, hereinafter referred to as the HRC, has been established to evaluate the operational performance of Iziko Museums of South Africa; ensure resources are used appropriately, and in accordance with the objectives of the organisation, and to ensure that appropriate recommendations are made to the Iziko Museums of South Africa Council (“Council”), the Accounting Authority of Iziko.
These terms of reference are intended to mandate the HRC in its activities and any deviation from these terms of reference will require Council approval.
The Council authorises the HRC, within the scope of its responsibilities, to:
• Examine any matter in relation to its responsibilities as it sees fit or as requested by the Council;
• Engage external resources if necessary to obtain independent advice in relation the HR Committee
• Have access to information necessary to enable the HRC Committee carry out its responsibilities
Responsibilities:
Human Resources
The Human Resources Committee (HRC) has been established to evaluate the operational performance of Iziko Museums of South Africa, ensure resources are used appropriately and in accordance with the objectives of the organisation, and to make appropriate recommendations to the Iziko Museums of South Africa Council (Council), the Accounting Authority of Iziko.
These terms of reference are intended to mandate the HRC in its activities, and any deviation from these terms of reference will require Council approval.
The Council authorises the HRC, within the scope of its responsibilities, to:
• Examine any matter in relation to its responsibilities as it sees fit or as requested by the Council;
• Engage external resources if necessary to obtain independent advice in relation to the HR Committee;
• Have access to information necessary to enable the HRC Committee to carry out its responsibilities.
3.8.4. Audit and Risk Committee
Introduction
The Iziko Audit and Risk Committee (A&RC) was established by the Iziko Council on 5 March 2004, in accordance with section 51 of the PFMA and Treasury Regulation 27.1.1.
Scope and Purpose of the Charter
This Charter sets out the responsibilities delegated by the Council to the A&RC and details the manner in which the A&RC shall be constituted and shall discharge its duties.
The Charter is reviewed at least annually by the A&RC for relevance. Any change will only be effective when approved by the Council.
Visitors viewing African Dinosaurs, Iziko South African Museum, March 2023.
A&RC Authority
After following due process and protocols in consultation with the AO, the A&RC:
• Shall have unrestricted access to Iziko staff and records containing information needed to properly perform its duties and execute its powers;
• May obtain outside independent professional advice and secure the attendance of external parties with relevant experience and expertise if it considers it necessary;
• Is authorised to request an investigation into any activity within its powers, as identified in the Charter, and must be provided with the appropriate resources to investigate such matters.
The A&RC and any externally appointed parties will treat all the information supplied to it as confidential
at all times, utilise it only for the purpose of fulfilling its responsibilities in terms of this Charter, and at all times ensure proper and safe storage of such information. The A&RC will be afforded direct and unobstructed lines of communication to the relevant EA, Accounting Authority, Senior Management Team of Iziko, as well as other assurance providers, including but not limited to AGSA, and the IAA.
A&RC Responsibilities
Responsibilities relating to Internal Audit:
• Monitor and review the effectiveness of the IAA, including compliance with the IPPF;
• Approve the IA Charter;
• Review and approve the rolling 3-year strategic and annual risk-based IA Coverage Plans and changes to these plans, ensuring that material risk areas are addressed in line with the combined assurance principles;
• Review and discuss with the CAE the approach, scope of work, allocation of resources, and significant issues identified as a result of IA, and management’s responses to their findings and recommendations;
• Form part of the consideration to outsource any part or area of the Iziko IA coverage plans, which may result in a special meeting;
• Monitor the appropriateness of the combined assurance framework, which will include inter alia, coordination and cooperation between AGSA, IA, and other assurance providers to minimise duplication of effort, promote reliance on each other’s work, and to ensure all significant risk areas are addressed;
• Confirm that a combined assurance framework is applied, the implementation of which is facilitated by IA;
• Report to the AO any restrictions or limitations placed on IA in the performance of its functions and scope of work;
• Communicate any concerns it deems necessary to the Council, EA, and the AGSA, if all other avenues have been exhausted; and
• On a regular basis, meet separately with the CAE to discuss any matters that the committee or the CAE believes should be discussed in a closed session.
Conservation training in action, Iziko South African National Gallery, September 2023.
Responsibilities relating to the External Audit
Function performed by AGSA:
• Review and make recommendations as appropriate regarding the AGSA’s independence, objectivity, quality, and effectiveness of the audit process, taking into consideration relevant professional and regulatory requirements.
• Consider declarations from the AGSA in respect of the independence of service providers used by the AGSA. If the A&RC becomes aware of conflicts of interest by a firm contracted by the AGSA, it shall be reported to the AO and the AGSA.
• Discuss with the AGSA and the Entity before the audit commences and, as deemed necessary during the audit, the nature and scope of the audit.
This includes:
i. accounting principles; ii. policies;
iii. practices adopted in the preparation of AFS; iv. planned levels of materiality, resourcing; and v. the terms of AGSA’s engagement letter and strategic plan.
• Audit plans at the start of each annual audit cycle, after having reviewed the appropriateness of the plans.
• The AGSA’s overall work plan, materiality levels applied, and that proposed resources to execute the audit plan are consistent with the scope of the audit engagement, having regard to the seniority, expertise, and experience of the audit team;
• The allocation of hours by and fees of AGSA in relation to audit risks.
• The findings of the AGSA’s work.
• In the course of its review, the A&RC should:
i. Discuss with AGSA and Iziko major issues that arose during the course of the audit that need resolution as well as issues that arose and were subsequently resolved;
ii. Review key accounting and audit judgements; and
iii. Review levels of errors identified during the audit, obtaining explanations from management and, where necessary, the AGSA, as to why certain errors might remain unadjusted.
Responsibilities relating to Accounting and Financial Reporting:
Review of accounting policies to:
• Ensure that the accounting policies align with those disclosed in the specimen financial statements issued by NT.
• Where there are deviations, ensure that there is evidence of satisfactory consultation with NT’s Office of the Accountant-General regarding the changes.
• Consider the reasons for the changes in policies, if any.
• Assess whether changes have been correctly dealt with and disclosed in the financial statements.
• Enquire whether these changes are consistent with the required accounting framework and, if not, whether approval has been obtained from NT’s Office of the Accountant-General.
• Review the appropriateness of assumptions
Ms Rooksana Omar, former CEO at the CEO’s Children’s event, Iziko South African National Gallery, August 2023.
made by management in preparing the financial statements.
• Review any new or proposed legislation that may have a material impact on policies, financial statements, and their disclosure, as well as Iziko’s compliance with them.
Review of Financial Statements to:
• Obtain confirmation from management that the financial statements have been prepared in accordance with the Preparation Guide and Specimen Financial Statements issued by NT and in compliance with all applicable laws and regulations.
• Review the financial statements for abnormal and/or significant transactions of Iziko and the disclosure thereof in the AFS.
• Obtain explanations for all significant variances in the AFS as compared to the appropriated budget and prior year.
• Enquire from management, AGSA, and Legal Services about any outstanding litigation, contingencies, and claims, and how these matters are reflected in the AFS.
• Inspect and confirm that the AFS have been signed by the AO on or before the date of the audit report.
• Review the processes in place designed to ensure that financial information included in the annual report is consistent with the signed AFS.
• Review significant adjustments arising from the external audit, the impact on the AFS, the transactions agreed for adjustment with management, and those transactions not adjusted for.
• Consider the expertise, resources, and experience of the finance function.
Review of the AGSA management report and External Audit report to:
• Determine how significant financial reporting issues for the reporting period were resolved between management and AGSA.
• Enquire from IA and AGSA if there are any significant non-compliance with legal requirements and the impact thereof on the AFS.
• Understand the reasons for the audit qualification and/or emphasis of matters (if any) and the impact thereof on the AFS and Iziko’s operations, and assess the adequacy of the action taken/ proposed by management to rectify the qualification and/or emphasis of matters.
• Review and comment on the AGSA’s opinion on the AFS and the draft audit report regarding the validity, accuracy, and completeness of the financial information.
Review of In-Year Monitoring Reports to:
• Review the quality of quarterly In-Year Monitoring Reports, report, and make appropriate recommendations to the AO in instances of nonachievement.
• Review on a quarterly basis, any instances of unauthorised, irregular, fruitless, and wasteful expenditure and the processes implemented by management to address these matters.
Responsibilities relating to Governance:
• Review the opinion of IA regarding Iziko’s governance processes.
• Review the level to which ICT Governance supports the strategic objectives of Iziko.
Responsibilities relating to Risk Management:
• Consider and recommend for approval Iziko’s risk management policy, strategy, implementation plan, risk appetite, risk tolerance, and risk identification and assessment methodologies.
• Examine the manner in which management ensures and monitors the adequacy, intent, and effectiveness of the risk and control infrastructure of Iziko.
Review:
• The opinion of IA regarding Iziko’s ERM.
• The overall process for identifying and assessing enterprise-wide risks and managing their impact on departments.
• Regular assurance reports from management, the IAA, AGSA, and other assurance providers on the operational effectiveness of matters related to risk and control (inclusive of ICT and fraud risks) and the conclusions of any testing carried out on it.
• The timeliness of, and reports on, the effectiveness of corrective action taken by management.
Responsibilities relating to Internal Control:
• Ensure that the items that gave rise to audit qualifications or emphasis of matters in the prior year/(s) have been satisfactorily resolved and if not, assess the adequacy of proposed action plans, their timelines and the reporting thereof by management to the A&RC.
• Review the adequacy of internal controls including controls relating to ICT systems, (new systems, change management and user management).
• Disclose material internal control deficiencies identified in external audit reports, IA reports or during the execution of the committee’s oversight functions, and the manner in which management is dealing with it.
• Review Iziko’s processes for compliance with applicable laws and regulations.
• Enquire whether management has relevant policies and procedure in place which are periodically reviewed and updated and that processes are in place to assess compliance.
Responsibilities relating to the Pre-determined Objectives:
• Review and comment on the quality of quarterly performance reports.
• Review and comment on whether the entity has established mechanisms to measure and review its performance against its objectives as well as the KPI’s and targets set in the planning documents.
• Review the system by which management measures and reviews the performance of the organisation and make recommendations on the effectiveness and appropriateness thereof to the AO.
Responsibilities relating to Ethics and Forensic Investigations:
• Review whether management has taken steps to embed a culture that promotes ethical and lawful behaviour.
• Review the mechanisms that are in place to ensure that pro-active measures have been implemented through which staff may anonymously raise concerns about possible improprieties.
• Review any situations that arise relating to violations of ethical conduct, potential conflict of interest or questionable situations of a material nature that it becomes aware of and make suitable recommendations to the AO.
• Evaluate the Iziko’s exposure to economic offences.
• Periodically receive reports on the prevention, detection and investigation of fraudulent activities or misconduct within the department and the related management responses.
3.9. Risk Management
A Risk Management Policy and Framework were approved in April and October 2023. Strategic and Operational Risk Registers are reviewed quarterly to monitor progress regarding the effectiveness of risk mitigation within a predetermined timeframe and to add new and emerging risks. The Risk Register is submitted to Council via the Audit and Risk Committee of Council.
Iziko Museums’ also have a Council-approved Disaster Management Policy and Disaster Management Plan. Each department has developed Disaster Management Procedures relevant to their department. When an incident or disaster occurs, a meeting is convened with relevant staff to discuss
the effectiveness of the response, and the need to procure additional tools and equipment for disaster bins/stores is identified to ensure that Iziko Museums are better prepared for future incidents. Disaster management procedures are also reviewed and revised regularly, if necessary.
The Senior Management Team (SMT) acts as the Risk Management Committee and reviews all the risks in the Risk Register, not just those relevant to their department. The Audit and Risk Committee advises management on risk management and reports to Council on the effectiveness of risk management. The SMT also serves as the Disaster Management Team.
Heritage Day visitors at the Iziko South African Museum, September 2023.
3.10. Internal Control Unit
management and related activities
Annual Risk Register Review and Alignment with the Strategic Plan/APP Objectives
Quarterly Review and Update of the Risk Register (Q1, Q2, Q3, Q4)
Daily monitoring of the Iziko Fraud Helpline
Planning: Annual and 3-year Rolling Internal Audit Plan (S-2010)
Annual Review: Audit Committee Charter
Quarterly Management of the e-QPRS DPME/National Treasury Online Reporting APP
E-QPRS Online Report System: Annual configuration of the Fin Year APP
Quarterly Review of the Iziko Compliance Monitoring Report
Independent Observer during Supply Chain Management processes
Monitoring of Governance, Risk and Control processes in the entity
Research w.r.t. new developments (Governance/ Risk/ Control: S-2110/ 2120/ 2130)
Consultation activities to managers re: Governance, Risk and Control
Quarterly Internal Audit progress reports to the Audit Committee
Ad Hoc Survey/s and assurance reviews: As instructed by the CEO and Audit Committee
Ad hoc Project Management: as instructed by the CEO
Evaluation of the proposed performance indicators for the new financial year against the SMART criteria
3.11. Internal Audit and Audit Committees
Purpose
The Audit and Risk Committee is specifically required to review the financial reporting process, the management of strategy, operational, and financial risks, the system of internal control, the internal and external audit process, and compliance with all laws and regulations.
The primary role of the Audit and Risk Committee is to:
a) Assist the Iziko Museums Council in its evaluation of the adequacy and effectiveness of governance, ethics, risk management, internal control, accounting practice, information systems, and auditing processes as applied by Iziko Museums in the day-to-day management of its business.
b) Facilitate and promote communication
regarding any of the above matters or any related matter between the Iziko Museums Council, senior executive management, external auditors, and the Internal Audit Activity.
c) Introduce such measures as may serve to enhance the credibility and objectivity of any financial statements and reports prepared with reference to Iziko Museums’ affairs.
The Audit and Risk Committee is further tasked to provide professional advice and guidance to assist the Iziko Museums Council in achieving and maintaining transparency, ethics, accountability, good governance, and sound management with regard to Iziko Museums’ operations, revenue, expenditure, assets, liabilities, artefacts, and collections.
3.11.1. Attendance of Audit Committee Meetings by Audit Committee Members
3.12. Compliance with Laws and Regulations
A culture of compliance is nurtured, and where a potential risk for non-compliance is identified, action is taken to communicate relevant requirements in laws, regulations, codes of good practice, and guides, as well as approved Human Resources policies and procedures.
Employment
Iziko Museums of South Africa has developed an HR Policy Manual and Employee Handbook informed by the following legal prescripts:
• Constitution of South Africa Act, 1996, as amended (Act No. 108 of 1996)
• Promotion of Equality and Prevention of Unfair Discrimination, 2000 (Act No. 4 of 2000)
• Employment Equity Act, 1998, as amended (Act No. 55 of 1998)
• Labour Relations Act, 1995, as amended (Act No. 66 of 1995)
• Occupational Health and Safety Act, 1993, as amended (Act No. 85 of 1993)
• Compensation for Occupational Injuries and Diseases Act, 1993, as amended (Act No. 130 of 1993)
• Basic Conditions of Employment Act, 1997, as amended (Act No. 75 of 1997)
• National Policy for Health Act, 1990, as amended (Act No. 116 of 1990)
• Medical Schemes Act, 1998, as amended (Act No. 131 of 1998)
Facilities
In terms of the South African National Heritage Resources Act, 1999 (Act No. 25 of 1999), all heritage buildings must be managed according to a Conservation and Maintenance Plan (CMP) to protect the heritage resource. A five-year CMP has been developed, guiding plans for capital projects, infrastructure upgrades, and maintenance activities for heritage buildings managed by Iziko Museums. During the reporting period, plans to implement roof repairs and maintenance for nine buildings were carried out. As the buildings are owned by the state, building maintenance and management must comply with the Government Immovable Asset Management Act, 2007 (Act No. 19 of 2007), which is the framework and guideline for the management of immovable assets.
Heritage Flagship institutions were established in terms of the Cultural Institutions Act, 1998 (Act No. 119 of 1998). Iziko Museums comply with this Act and all other heritage-related legislation, including the National Heritage Resources Act, 1999 (Act No. 25 of 1999). These legislative imperatives are
complied with and communicated through policies and procedures related to collections management, exhibitions, acquisitions, human remains, and education.
Finance
Iziko Museums’ financial management is regulated by the Public Finance Management Act, 1999 (Act No. 1 of 1999), as well as National Treasury Regulations, as amended from time to time. Financial transactions and other events are recognised, measured, presented, and disclosed in terms of the Generally Recognised Accounting Practices (GRAP) framework issued by the Accounting Standards Board (ASB).
Iziko Museums’ income streams derive from nonexchange transactions, which include the Mediumterm Expenditure Framework (MTEF) parliamentary grant allocation received from the Department of Sport, Arts and Culture (DSAC), used primarily to fund the programmes and operational activities of the entity, as well as grants received for major capital works projects. Expenditure is made in terms of a budget approved by Iziko’s Council, which is adjusted mid-year. Iziko’s internal control environment must ensure effective and appropriate steps to prevent unauthorised, irregular, fruitless, and wasteful expenditure and losses, as required by the Public Finance Management Act (PFMA), 1999 (Act No. 1 of 1999), as amended.
Recruitment
Iziko Museums recruits in line with its Recruitment and Selection policy, which is compliant with the applicable labour legislation in South Africa. The recruitment process includes placing an abridged advertisement in a newspaper with the highest black readership and directing the reader to the Iziko Museums website where a detailed advertisement is posted. A two-year Employment Equity Plan was developed in terms of the Employment Equity Act, 1998 (Act No. 55 of 1998) for the period 1 October 2020 to 30 September 2022. Targets are set in the Plan to address the under-representation of designated groups. The promulgation of the Amended EE Act will provide for sector targets, which will then be integrated into a new EE Plan.
Nelson Mandela Shirt Detail
3.13. Fraud and Corruption
Iziko has a Fraud Prevention Plan and policy in place that is informed by and aligned with relevant legislative and best practice requirements.
Primary Objectives of the Fraud Prevention Plan and Policy:
a) Encourage Ethical Behaviour: Foster a culture within Iziko Museums where all employees and stakeholders behave ethically in their dealings with or on behalf of Iziko Museums and towards other employees.
b) Prevent, Detect, and Report Fraud: Encourage employees and stakeholders to strive toward the prevention, detection, and reporting of fraud impacting or potentially impacting Iziko Museums.
Fraud awareness and internal controls aimed at enabling detection through whistleblowing and other reporting mechanisms are followed by the investigation of reported cases and the enforcement of Iziko’s disciplinary policy, where necessary.
Reporting and Monitoring of Allegations
Every employee at Iziko Museums has an obligation to report any irregularity they become aware of. Failure to report such irregularities may result in appropriate actions being taken. Iziko Museums encourages employees to utilize the Iziko Fraud Hotline implemented by the Department of Sport, Arts and Culture to provide an additional anonymous reporting channel.
Iziko Museums has established a fraud helpline where complaints and allegations of abuse, particularly within the Supply Chain Management system, can be reported via email at fraudhelpline@ iziko.org.za. A register of all reported matters is maintained, investigated, and remedial action is implemented. These reports are also tabled in Parliament.
Reports may be made anonymously, and the anonymity of the reporting party is guaranteed. Members of the Supply Chain Management, Exco, or the Finance section will not have access to the aforementioned email address.
3.14. Minimizing Conflicts of Interest
Conflicts of interest may arise from any financial or other private interest or undertaking that could directly or indirectly compromise Iziko Museums financially or its reputation and relationship with stakeholders.
In Supply Chain Management (SCM) practices, competitive bidding processes include criteria that compel bidders to declare any conflict of interest they may have in the transaction for which the bid is submitted. All disclosures of conflict of interest are considered by the Bid Evaluation Committee, and if the conflict of interest is of a material nature, it is reported to the Bid Adjudication Committee.
In addition to the employee Code of Conduct, all staff must adhere to the National Treasury’s Code of Conduct for Supply Chain Management Practitioners and other role players involved in SCM.
3.15. Iziko Museums of South Africa Code of Conduct
The Iziko Museums’ Code of Conduct guides workplace relationships between staff and management and between colleagues. It includes the following Core Values and Best Practices developed by staff:
• Be open and honest in all dealings and disclosures.
• Be non-sectarian and apolitical.
• Aspire to excellence in the quality of our products and services.
• Commit to our standing regarding integrity and credibility.
• Be consistent in honouring our legal and moral obligations.
• Be aware of the need to foster loyalty and long, enduring relationships.
Preparing the exhibition hall for the Esther Mahlangu Retrospective, Iziko South African National Gallery, November 2023.
3.16. Health, Safety, and Environmental Issues
Iziko Museums’ has a Health and Safety (HS) Committee established in terms of section 19 of the Occupational Health and Safety Act (OHSA), 1993 (Act No. 85 of 1993), as amended. The HS Committee members conduct regular safety inspections across departments, report safety-related issues to the relevant Director, and present them to the HS Committee. This process ensures effective monitoring of health and safety risk mitigation.
HS representatives receive initial training upon appointment, with refresher training every two years, and additional training as needed when OHSA amendments occur. Senior Managers, who are also Risk Managers, receive OHSA training to understand their management responsibilities. HS procedures are regularly reviewed to ensure risks are mitigated. The Health, Safety, and Security Officer, registered with the South African Institute of Health and Safety as an Occupational Health and Safety (OHS) Practitioner, conducts regular assessments to ensure compliance with OHSA.
Front of House staff, including Museum Attendants and Cleaners, play a crucial role in maintaining museum safety and security. They are trained in Level E&D security in accordance with the Private Security Industry Regulation Authority (PSIRA) Act, 2001 (Act No. 56 of 2001), as amended, and receive firefighting and first aid training to handle workplace emergencies effectively.
Iziko Museums’ received Ministerial approval to deaccession the SAS Somerset, which was successfully moved from the V&A Waterfront to the Robertson Dry Dock on 26 March 2024 and scrapped. Key Heritage objects have been removed from the vessel and placed at the Iziko Rust en Vreugd Museum lawn, in line with the SAMSA Act, 1998 (Act No. 5 of 1998) and National Ports Act, 2005 (Act No. 12 of 2005).
Jacques Viljoen, Artist in Residence, during a walkabout, Iziko South African National Gallery August 2023.
3.17. Social Responsibility
Iziko Museums strives to be an accessible institution that educates and stimulates social dialogue through exhibitions and public programmes. Iziko Museums aim for audience diversity by generating content that appeals to various interests. Balancing this commitment against the need to generate income through entrance fees remains a challenge, considering that many South Africans, particularly from previously disadvantaged communities, cannot afford these fees.
Iziko Museums offered nine free entry days linked to key commemorative days throughout the year.
During the financial period, free entry was offered on the following dates:
• Human Rights Day – 21 March
• Freedom Day – 27 April
• International Museum Day – 18 May
• Africa Day – 25 May
• Youth Day – 16 June
• National Women’s Day – 9 August
• Heritage Day – 24 September
• National Aids Awareness Day/Emancipation Day –1 December
• Reconciliation Day – 16 December
During the reporting period, 16,206 people took advantage of Iziko Museums’ commemorative day free entry concessions.
Additionally, 1,353 free entry concessions were granted upon request, mainly for visits to the Castle of Good Hope, approved by the Castle Control Board. Concessions for the Iziko Planetarium and Digital Dome are granted upon request when appropriate.
Through the HCI Community Transport Programme sponsorship, Iziko Museums’ brought 2,651 school learners and community members from Cape Town to the Iziko Museums’ in 2023/24. The Iziko Mobile Museum reached 12,049 school learners and community members nationally through various outreach programmes.
Visitor at the launch of the Humanity exhibition, Iziko South African Museum, September 2023.
3.18. Audit Committee Report
Audit Committee Report
Audit and Risk Committee Responsibility
The Audit and Risk Committee reports that it has complied with its responsibilities arising from Section 51 (1) (a)(ii) of the Public Finance
Management Act and Treasury Regulation 27.1. The Audit Committee also reports that it has adopted appropriate formal terms of reference as its Audit and Risk Committee Charter, has regulated its affairs in compliance with this charter, and has discharged all its responsibilities as contained therein.
The Effectiveness of Internal Control
Our review of the findings of the Internal Audit work, based on the risk assessments conducted in the public entity, revealed certain weaknesses, which were then raised with the Iziko Museums’ Council. The following internal audit work was completed during the year under review:
• Performance Information Review
• Internal Financial Control Reviews
• Review of the Annual Financial Statements
The following were areas of concern:
• Inadequacies in controls surrounding access to the banking system.
• Inadequacies in control related to the posting and review of journals.
• Inadequacies in control related to Masterfile access in the payroll master files.
• Inadequate heritage asset registers related to accession numbers and the completion of the registers.
In-Year Management and Monthly/Quarterly Report
The public entity has been reporting monthly and quarterly to the Treasury as required by the PFMA. Evaluation of Financial Statements
Management has reviewed the annual financial statements prepared by the public entity and note, with regret, the qualification by the Auditor-General of South Africa (AGSA) which indicates that AGSA was unable to obtain sufficient and appropriate audit evidence that the heritage assets for the current and previous year had been properly accounted for due to duplication identified in the population and the heritage asset register not being complete.
Auditor General’s Report
The Iziko Museums’ audit implementation plan has been reviewed to accommodate audit issues raised in the prior year and we are satisfied that the matters have been adequately resolved except for the following:
• Completion and duplication of assets on Heritage assets register.
• Uncorrected misstatements in the Annual Financial Statements.
The Audit and Risk Committee concurs and accepts the conclusions of the Auditor-General on the Annual Financial Statements and is of the opinion that the audited annual financial statements be accepted and read together with the report of the Auditor-General.
Minstrel performance in front of the Iziko Slave Lodge, October 2023.
3.19. B-BBEE Compliance Performance Information
The following table has been completed in accordance with the compliance to the B-BBEE requirements of the B-BBEE Act of 2013 and as determined by the Department of Trade and Industry.
HAS THE PUBLIC ENTITY APPLIED ANY RELEVANT CODE OF GOOD PRACTICE (B-BBEE CERTIFICATE LEVELS 1-8) WITH REGARDS TO THE FOLLOWING:
Determining qualification criteria for the issuing of licences, concessions or other authorisations in respect of economic activity in terms of any law?
Developing and implementing a preferential procurement policy?
Determining qualification criteria for the sale of state-owned enterprises?
Developing criteria for entering into partnerships with the private sector?
Determining criteria for the awarding of incentives, grants and investment schemes in support of Broad-based Black Economic Empowerment?
No N/A
Yes Iziko’s Supply Chain Management Policy is based on applicable legislation, regulations, practice and instruction notes from National Treasury
No N/A
No Iziko has not identified the need for Private Public Partnerships in its operations for the reporting period
No Iziko does not make awards to provide funding. However, BBBEE and Preferential Procurement criteria and relevant regulations are integral part of evaluating any bid.
Drumming performance at the Iziko Slave Lodge, October 2023.
Human Resources Part D
Young visitor in the JellyWorld exhibition hall, Iziko South African Museum, Heritage Day, 2023.
4.1. Introduction
The main priorities for the Human Resources department were to finalise the Remuneration Review Project, review all HR policies by developing an HR Policy Manual and an Employee Handbook, conclude the recognition agreement with organised labour, and automate some of the administrative processes. Of these priorities, the Remuneration Project was finalised.
The Learning and Development plan was implemented to support the organisation’s broader strategic objectives. Research is an integral part of Iziko Museums’ activities, so the plan also considers the learning and development needs at the organisational, occupational, and individual levels. The Learning and Development plan has flexibility, which enabled key compliance-related trainings to be carried out during the financial year.
At the end of the financial year (31 March 2024), the vacancy rate stood at 43% across the organisation. The abnormally high vacancy rate has had a negative impact on operations and the organisation’s income generation capacity. It has also contributed to low staff morale as staff are overstretched, delaying the completion of critical projects. There has been a notable increase in requests for protracted sick leave and incapacity leave, which places additional
strain on the remaining workforce. Addressing these challenges will be vital for sustaining a positive performance trajectory and organisational efficiency.
In developing a fit-for-purpose workforce, we have promoted staff development and assisted six staff members with their tertiary studies. The Human Resources Department is actively working on improving processes and systems and has made great progress transitioning to the Employee SelfService System.
Although the recommendations of the Remuneration Review Project were implemented, Iziko Museums’ continues to lose highly skilled staff (due to resignations and retirements) whose positions may be difficult to recruit for in the future. The jobs market is highly competitive, and Iziko Museums’ strives to be an employer of choice for the best talent. Iziko also strives to be a caring employer by creating a conducive working environment. Initiatives to revitalise employee wellness and improve employee engagement are being piloted. Employees have been encouraged to contribute to the long-term solution. All employees should consider themselves ambassadors of Iziko beyond their job titles and directorates.
Customer Services staff at the Iziko South African National Gallery, February 2024.
4.2. Human Resource Oversight Statistics
4.2.1. Personnel Cost by Programme/ Activity/Objective
The above figures reflect details of the actual salaries that accrued to the 2023/24 Iziko salaries budget and differ from the financial statements because they exclude personnel expenditure incurred from externally funded projects.
4.2.2. Personnel cost by salary band
4.2.3. Performance Rewards
There was no provision made for performance bonuses in the 2023-24 financial year, and consequently, no performance bonuses were awarded during the reporting period.
4.2.4. Training Costs
During the financial year, 68.10% of the revised budget provision of R491,191 was spent to implement the 2023-2024 Learning and Development Programme. The Performance and Development Coordinator was appointed on 1st June 2023. The Human Resources department has managed to exceed our Annual Target, providing a total of 172 training opportunities during the reporting financial year.
4.2.5. Employment and Vacancies
Iziko’s Learning and Development strategy was developed to support the organisation’s broader strategic objectives. Research is an integral part of Iziko’s activities, thus the strategy also considers the learning and development needs at the organisational, occupational, and individual levels. The Learning and Development programme has flexibility to ensure that urgent compliance needs can be accommodated during the financial year.
This report is based on indefinite vacant positions within the organisation. Therefore, it is important to note that the 153 employees reported on are indefinite employees and does not include the 35 fixedterm employees.
Acting CEO, Dr Bongani Ndhlovu during the staff meeting, T H Barry Lecture Hall, Iziko South African Museum, November 2023.
4.2.6. Employment and Vacancies per
Employment Equity Occupational Level
Iziko continues to grapple with a significant number of unfilled positions within its organizational structure. These vacancies have persisted due to a combination of factors, including the ongoing realignment of the organization and a moratorium on filling positions imposed by the National Treasury. While this has negatively impacted our operations, management has implemented a phased, top-down approach to address urgent staffing needs. We are actively working to resolve these challenges and ensure that our organization is adequately staffed to meet its goals.
4.2.7. Employment Changes
Preparing the exhibition hall for the Humanity exhibition, Iziko South African Museum, September 2023.
In total, Iziko had 153 indefinite and 35 fixed-term contract workers at the end of the 2023-2024 financial year, bringing the total number of employees within Iziko to 188. The employment changes reflect a total of 188 employees in the report.
Reasons for Staff Leaving
The figure reported on only applies to indefinite staff that has left the organisation. 10 skilled employees resigned, highlighting a need to address employee retention strategies. Four staff members retired during the 2023-2024 financial year, and one contract expired.
We offer our deepest condolences for the loss of a valued colleague this year.
Three employees were dismissed due to serious misconduct.
4.2.8. Labour Relations: Misconduct and Disciplinary Action
Three (3) employees were dismissed following disciplinary proceedings conducted in strict accordance with Iziko’s Disciplinary Policy and the Labour Relations Act. These terminations resulted from serious misconduct that was deemed to be in violation of company standards and policies.
Exhibitions Design and Production Team preparing the exhibition hall for the Esther Mahlangu exhibition, Iziko South African National Gallery, February 2024.
4.2.9. Equity Target and Employment Equity Status
The targets tabled below are based on the approved indefinite structure at full capacity.
As outlined in the ‘Employment Changes’ section, Iziko faced significant challenges in filling vacancies due to a government-imposed hiring freeze. While we were granted temporary exemptions to complete ongoing recruitment processes, the subsequent amalgamation of Iziko and the resulting moratorium on hiring further impacted our ability to make new appointments. This, in turn, affected our progress towards achieving the Employment Equity targets set out in our 2023-2024 plan.
Despite these obstacles, Iziko remains committed to advancing Employment Equity within our organization. We continue to actively seek opportunities to fill vacancies in accordance with our established targets and are working diligently to overcome the challenges posed by the recent policy changes.”
Installation, Hide and Seek, UCT Honours in Curating exhibition, Iziko South African Museum, September, 2023.
5.1 Irregular, Fruitless and Wasteful Expenditure and Material Losses
5.1.1 Reconciliation of Irregular Expenditure
Add: Irregular expenditure confirmed
Less: Irregular expenditure condoned
Less: Irregular expenditure not condoned and removed
Less: Irregular expenditure recoverable
Less: Irregular expenditure not recovered and written off
• Irregular expenditure of R98,505 in contravention of the Preferential Procurement Regulations 2017 8(2) and Preferential Procurement Regulations 10(1) has not yet been condoned or removed.
• Irregular expenditure of R494,139 in contravention of National Treasury Instruction 3 of 2016/2017 has not yet been condoned or removed.
i. Reconciling notes
• Total irregular expenditure for 2021/2022 in the amount of R590,644 has not yet been condoned or removed.
• During 2022/2023, additional irregular expenditure in the amount of R10,819 was incurred due to non-compliance with National Treasury Instruction 3 of 2016/2017.The irregular expenditure will not be recovered because value was received by the entity.
ii. Details of current and previous year irregular expenditure (under assessment, determination, and investigation)
iii. Details of current and previous year irregular expenditure condoned
iv. Details of current and previous year irregular expenditure removed - (not condoned)
v. Details of current and previous year irregular expenditure recovered
vi. Details of current and previous year irregular expenditure written off (irrecoverable)
Additional disclosure relating to Inter-Institutional Arrangements
vii. Details of non-compliance cases involving an institution in an inter-institutional arrangement, where such institution is not accountable for the non-compliance.
Total
viii. Details of non-compliance cases involving an institution in an inter-institutional arrangement, where such institution is not accountable for the non-compliance.
ix. Details of current and previous year disciplinary or criminal steps taken as a result of irregular expenditure
5.1.2. Fruitless and wasteful expenditure
a) Reconciliation of fruitless and wasteful expenditure
Reconciling notes
and wasteful expenditure that was under assessment in 2021/22
and wasteful expenditure that relates to 2022/23 and identified in 2023/24
b) Details of current and previous year fruitless and wasteful expenditure (under assessment, determination, and investigation)
Description3
c) Details of current and previous year Fruitless and Wasteful expenditure recovered.
d) Details of current and previous year Fruitless and Wasteful expenditure not recovered and written off.
3Group similar items
4Total unconfirmed fruitless and wasteful expenditure (assessment), losses (determination), and criminal conduct (investigation)
e) Details of current and previous year disciplinary or criminal steps taken as a result of fruitless and wasteful expenditure
Disciplinary
5.1.3. Additional disclosure relating to material losses in terms of PFMA Section 55(2)(b)(i) and (iii))
a) Details of current and previous year material losses through criminal conduct
Material losses through criminal conduct
Recovered
Less: Not recovered and written off
b) Details of other material losses
c) Other material losses recovered
d) Other material losses written off
Reasons for late payment are varied and include inaccurate or missing invoice information which require additional time for correction and resubmission; invoices that need multiple levels of internal approval, invoice confirmation processes which require external consultants’ verification before approval. In addition, the absence of essential personnel can significantly impact the ability to meet payment deadlines.
5.3.2. Contract variations and expansions
Installation
view: Shark World, exhibition at the Iziko South African Museum, July 2023.
Financial Information Part F
6.1 General Information
Registered Name Iziko Museums of South Africa
Nature Of Business Cultural Institution
Business Address 25 Queen Victoria Street Cape Town South Africa 8000
Postal Address P O Box 61 Cape Town 8000
Telephone Number +27 21 481 3800
Fax Number +27 21 481 3993
Controlling Entity Department of Sport, Arts and Culture Private Bag X897 Pretoria 0001
Bankers Standard Bank of South Africa Limited P O Box 61690 Marshalltown 2107
Website Address www.iziko.org.za
External Auditors Auditor-General of South Africa P O Box 446 Pretoria 0001
LIST OF ABBREVIATIONS/ ACRONYMS
AFS Annual financial Statements
AGSA Auditor-General of South Africa
CEO Chief Executive Officer
CFO Chief Financial Officer
CPD Corporation for Public Deposits
DPWI Department of Public Works and Infrastructure
DSAC Department of Sport, Arts and Culture
GRAP Generally Recognised Accounting Practice
MTEF Medium Term Expenditure Framework
PFMA Public Finance Management Act
SARS the South African Revenue Services
SARB the South African Reserve Bank
SCM Supply Chain Management
TR Treasury Regulations
6.2. Report from the Auditor General of South Africa to Parliament on Iziko Museums of South Africa
Report on the audit of the financial statements
Qualified opinion
1. I have audited the financial statements of the Iziko Museums of South Africa set out on pages 106 to 151, which comprise the statement of financial position as at 31 March 2024, statement of financial performance, statement of changes in net assets, cash flow statement and statement of comparison of budget and actual amounts for the year then ended, as well as notes to the financial statements, including a summary of significant accounting policies.
2. In my opinion, except for the possible effects of the matter described in the basis for qualified opinion section of this auditor’s report, the financial statements present fairly, in all material respects, the financial position of the Iziko Museums of South Africa as at 31 March 2024 and its financial performance and cash flows for the year then ended in accordance with the Standards of Generally Recognised Accounting Practice (GRAP) and the requirements of the Public Finance Management Act 1 of 1999 (PFMA).
Basis for qualified opinion Heritage Assets
3. I was unable to obtain sufficient appropriate audit evidence for the restatement of the corresponding figure for heritage assets. As described in note 4 to the financial statements, the restatement was made to rectify a prior year misstatement, but the restatement could not be substantiated by supporting audit evidence. I was unable to confirm the restatement by alternative means. Consequently, I was unable to determine whether any adjustment was necessary to the heritage assets corresponding figure stated at R2 530 722 798 in the financial statements. My audit opinion on the financial statements for the period ended 31 March 2024 was modified accordingly. My opinion on the current year financial statements is also modified because of the possible effect of this matter on the comparability of the heritage assets for the current period.
Context for opinion
4. I conducted my audit in accordance with the International Standards on Auditing (ISAs). My responsibilities under those standards are further described in the responsibilities of the auditorgeneral for the audit of the financial statements section of my report.
5. I am independent of the public entity in accordance with the International Ethics Standards Board for Accountants’ International code of ethics for professional accountants (including International Independence Standards) (IESBA code) as well as other ethical requirements that are relevant to my audit in South Africa. I have fulfilled my other ethical responsibilities in accordance with these requirements and the IESBA code.
6. I believe that the audit evidence I have obtained is sufficient and appropriate to provide a basis for my qualified opinion.
Emphasis of matter
7. I draw attention to the matter below. My opinion is not modified in respect of this matter.
Events after reporting date
8. I draw attention to note 34 in the financial statements. The auditee is in the process of amalgamation. The detail of the amalgamation is further described in the disclosure note. The matter was treated as a non-adjusting subsequent event.
Responsibilities of the accounting authority for the financial statements
9. The accounting authority is responsible for the preparation and fair presentation of the financial statements in accordance with the GRAP and the requirements of the PFMA; and for such internal control as the accounting authority determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.
10. In preparing the financial statements, the accounting authority is responsible for assessing the public entity’s ability to continue as a going concern; disclosing, as applicable, matters relating to going concern; and using the going concern basis of accounting unless the appropriate governance structure either intends to liquidate the public entity or to cease operations, or has no realistic alternative but to do so.
Responsibilities of the auditor-general for the audit of the financial statements
11. My objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error; and to issue an auditor’s report that includes my opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with the ISAs will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.
12. A further description of my responsibilities for the audit of the financial statements is included in the annexure to this auditor’s report. This description, which is located at page 104 and 105, forms part of our auditor’s report.
Report on the annual performance report
13. In accordance with the Public Audit Act 25 of 2004 (PAA) and the general notice issued in terms thereof, I must audit and report on the usefulness and reliability of the reported performance information against predetermined objectives for the selected material performance indicators presented in the annual performance report. The accounting authority is responsible for the preparation of the annual performance report.
14. I selected the following material performance indicators related to Programme 3: Audience Development (Public Engagement) presented in the annual performance report for the year ended 31 March 2024. I selected those indicators that measure the public entity’s performance on its primary mandated functions and that are of significant national, community or public interest.
• The number of new exhibitions
• The number of special museum education programmes presented
• The number of public programmes presented
• The number of outreach programmes presented
• The number of visitors to the museums/ sites
15. I evaluated the reported performance information for the selected material performance indicators against the criteria developed from the performance management and reporting framework, as defined in the general notice. When an annual performance report is prepared using these criteria, it provides useful and reliable information and insights to users on the public entity’s planning and delivery on its mandate and objectives.
16. I performed procedures to test whether:
• the indicators used for planning and reporting on performance can be linked directly to the public entity’s mandate and the achievement of its planned objectives
• all the indicators relevant for measuring the public entity’s performance against its primary mandated and prioritised functions and planned objectives are included
• the indicators are well defined to ensure that they are easy to understand and can be applied consistently, as well as verifiable so that I can confirm the methods and processes to be used for measuring achievements
• the targets can be linked directly to the achievement of the indicators and are specific, time bound and measurable to ensure that it is easy to understand what should be delivered and by when, the required level of performance as well as how performance will be evaluated
• the indicators and targets reported on in the annual performance report are the same as those committed to in the approved initial or revised planning documents
• the reported performance information is presented in the annual performance report in the prescribed manner
• there is adequate supporting evidence for the achievements reported and for the reasons provided for any over- or underachievement of targets.
17. I performed the procedures to report material findings only; and not to express an assurance opinion or conclusion.
18. I did not identify any material findings on the reported performance information for the selected indicators.
Other matter
19. I draw attention to the matter below.
Achievement of planned targets
20. The annual performance report includes information on reported achievements against planned targets and provides explanations for overor underachievement. This information should be
Programme 3: Audience Development (Public Engagement)
Targets achieved: 89%
Budget spent: 79%
Report on compliance with legislation
22. In accordance with the PAA and the general notice issued in terms thereof, I must audit and report on compliance with applicable legislation relating to financial matters, financial management and other related matters. The accounting authority is responsible for the public entity’s compliance with legislation.
23. I performed procedures to test compliance with selected requirements in key legislation in accordance with the findings engagement methodology of the Auditor-General of South Africa (AGSA). This engagement is not an assurance engagement. Accordingly, I do not express an assurance opinion or conclusion.
24. Through an established AGSA process, I selected requirements in key legislation for compliance testing that are relevant to the financial and performance management of the public entity, clear to allow consistent measurement and evaluation, while also sufficiently detailed and readily available to report in an understandable manner. The selected legislative requirements are included in the annexure to this auditor’s report.
25. The material findings on compliance with the selected legislative requirements, presented per compliance theme, are as follows:
Annual financial statements and annual reports
26. The financial statements submitted for auditing were not prepared in accordance with the prescribed
considered in the context of the material findings on the reported performance information.
21. The table that follow provide information on the achievement of planned targets and list the key indicators that were not achieved as reported in the annual performance report. The reason for any underachievement of targets are included in the annual performance report on pages 35 and 36.
financial reporting framework and supported by full and proper records, as required by section 55(1) (a) and (b) of the PFMA. Material misstatements of the statement of financial position, statement of financial performance and the statement of changes in net assets, identified by the auditors in the submitted financial statements were corrected and the supporting records were provided subsequently, but supporting records that could not be provided resulted in the financial statements receiving a qualified opinion.
Other information in the annual report
27. The accounting authority is responsible for the other information included in the annual report. The other information referred to does not include the financial statements, the auditor’s report and those selected material indicators in the scoped-in programme presented in the annual performance report that have been specifically reported on in this auditor’s report.
28. My opinion on the financial statements, the report on the audit of the annual performance report and the report on compliance with legislation do not cover the other information included in the annual report and I do not express an audit opinion or any form of assurance conclusion on it.
29. My responsibility is to read this other information and, in doing so, consider whether it is materially inconsistent with the financial statements and the selected material indicators in the scoped-in programme presented in the annual performance report or my knowledge obtained in the audit, or otherwise appears to be materially misstated.
30. If, based on the work I have performed, I conclude that there is a material misstatement in this other information, I am required to report on that fact.
31. I have nothing to report in this regard
Internal control deficiencies
32. I considered internal control relevant to my audit of the financial statements, annual performance report and compliance with applicable legislation; however, my objective was not to express any form of assurance on it.
33. The matters reported below are limited to the significant internal control deficiencies that resulted in the basis for the qualified opinion and the material findings on compliance with legislation included in this report.
34. Management’s action plans were insufficient because they lacked standardised processes with clear roles, responsibilities, and timelines to ensure heritage assets were properly recorded in the
Cape Town
31 July 2024
annual financial statements and that previously identified misstatements were adequately corrected. Furthermore, there were insufficient procedures to ensure that all required documentation for heritage assets was readily available for audit, and staff lacked proper training and resources, leading to ineffective verification procedures.
Other reports
35. I draw attention to the following engagements conducted by various parties. These reports did not form part of my opinion on the financial statements or my findings on the reported performance information or compliance with legislation.
36. An agreed-upon procedures engagement was performed on donor funding received from the National Research Foundation (NRF). The purpose of the engagement is to confirm whether or not grants awarded to the Iziko Museums of South Africa were used in accordance with the policies of Iziko Museums of South Africa and the conditions of the grants. The engagement was completed and covered the period 1 January 2023 to 31 December 2023. The report was issued to the NRF on 30 June 2024.
6.2.1
Annexure to the Auditor’s Report
The annexure includes the following:
• The auditor-general’s responsibility for the audit
• The selected legislative requirements for compliance testing
Auditor-general’s responsibility for the audit
Professional judgement and professional scepticism
As part of an audit in accordance with the ISAs, I exercise professional judgement and maintain professional scepticism throughout my audit of the financial statements and the procedures performed on reported performance information for selected material performance indicators and on the public entity’s compliance with selected requirements in key legislation.
Financial statements
In addition to my responsibility for the audit of the financial statements as described in this auditor’s report, I also:
• identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error; design and perform audit procedures responsive to those risks; and obtain audit evidence that is sufficient and appropriate to provide a basis for my opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control
• obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the public entity’s internal control
• evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made
• conclude on the appropriateness of the use of the going concern basis of accounting in the preparation of the financial statements. I also conclude, based on the audit evidence obtained, whether a material uncertainty exists relating to events or conditions that may cast significant doubt on the ability of the public entity to continue as a going concern. If I conclude that a material uncertainty exists, I am required to draw attention in my auditor’s report to the related disclosures in the financial statements about the material uncertainty or, if such disclosures are inadequate, to modify my opinion on the financial statements. My conclusions are based on the information available to me at the date of this auditor’s report. However, future events or conditions may cause a public entity to cease operating as a going concern.
• evaluate the overall presentation, structure and content of the financial statements, including the disclosures, and determine whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation.
Communication with those charged with governance
I communicate with the accounting authority regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that I identify during my audit.
I also provide the accounting authority with a statement that I have complied with relevant ethical requirements regarding independence and communicate with them all relationships and other matters that may reasonably be thought to bear on my independence and, where applicable, actions taken to eliminate threats or safeguards applied.
Compliance with legislation - selected legislative requirements
The selected legislative requirements are as follows:
Prevention and Combating of Corrupt Activities Act 12 of 2004 Section 34(1)
6.3. 2023 – 24 Annual Financial Statements
6.3.1. Statement of Financial Position
6.3.3. Statement of Changes in Net Assets
6.3.4. Cash Flow Statement
6.3.5. Statement of Comparison of Budget and Actual Amounts
6.3.6. Accounting Policies
1.
Basis of Preparation
The AFS have been prepared in accordance with the effective GRAP Standards, including any interpretations and directives issued by the Accounting Standards Board in accordance with Section 91(1) of the Public Finance Management Act, (Act No 1 of 1999).
The AFS were prepared on the accrual basis of accounting and incorporate the historical cost conventions as the basis of measurement, except where specified otherwise.
Assets, liabilities, revenues and expenses were not offset, except where offsetting is either required or permitted by a Standard of GRAP. Items of revenue and expenditure are classified based on their nature, not their function.
The principal accounting policies, applied in the preparation of these financial statements, are set out below.
1.1 Presentation currency
These AFS are presented in South African Rand, which is the functional currency of Iziko Museums of South Africa.
1.2 Going concern assumption
These AFS have been prepared based on the expectation that Iziko will continue to operate as a going concern on a basis consistent with the prior year for at least the next 12 months.
1.3 Materiality
Material omissions or misstatements of items are material if they could, individually or collectively, influence the decisions or assessments of users made on the basis of the financial statements. Materiality depends on the nature or size of the omission or misstatement judged in the surrounding circumstances. The nature or size of the information item, or a combination of both, could be the determining factor.
Assessing whether an omission or misstatement could influence decisions of users, and so be material, requires consideration of the characteristics of those users. The Framework for the Preparation and Presentation of Financial Statements states that users are assumed to have a reasonable knowledge of government, its
activities, accounting and a willingness to study the information with reasonable diligence. Therefore, the assessment takes into account how users with such attributes could reasonably be expected to be influenced in making and evaluating decisions.
1.4 Significant Judgements and Sources of Estimation Uncertainty
In preparing the AFS in conformity with GRAP, management has made the following significant accounting judgments, estimates and assumptions which have the most significant effect on amounts recognised in the AFS and related disclosures. Future actual results could differ from these estimates. Estimates and assumptions are based on historical experience and expectation of future events and are reviewed periodically. The effect of changes in estimates are accounted for on a prospective basis.
Useful lives of property, plant and equipment
At each reporting date, Iziko assesses whether there is any indication that Iziko’s expectations about the useful life of an asset have changed since the preceding reporting date. If any such indication exists, Iziko revises the expected useful life and/or residual value accordingly. The change is accounted for as a change in an accounting estimate.
Post-retirement benefits
The present value of the post-retirement obligation depends on a number of factors that are determined on an actuarial basis using a number of assumptions. The assumptions used in determining the net cost (income) include the discount rate. Any changes in these assumptions will impact on the carrying amount of post-retirement obligations.
Impairment of receivables
In determining whether an impairment loss should be recognised, judgement is made as to whether there were observable data indicating a measurable decrease in the estimated future cash flows from receivables. Where there is objective evidence of impairment loss, the present value of the future cash flows discounted at the original effective interest rate is determined and compared to the carrying value of receivables.
Impairment of non-cash generating assets
Assets are held by Iziko with the objective of using them for service delivery purposes, rather than for a commercial return.
Iziko assesses at each reporting date whether there is any indication that a non- cash-generating asset may be impaired. If any such indication exists, Iziko estimates the recoverable service amount of the asset. These calculations require the use of estimates and assumptions.
1.5 Inventories
Inventories are initially measured at cost, and except where inventories are acquired at no cost or for nominal consideration, their costs are their fair value as at the date of acquisition. Subsequent inventories are measured at the lower of cost and net realisable value. Inventories consisting of consumable stores and finished goods are valued at the lower of cost realisable value on the first-in, first-out basis. Redundant and slow-moving inventories are identified and written down through the Statement of Financial Performance.
1.6 Cash and cash equivalents
Cash and cash equivalents are recognised in the statement of financial position at cost. For the purposes of the cash flow statement, cash and cash equivalents comprise cash on hand, deposits held on call with banks and the Corporation for Public Deposits at the South African Reserve Bank.
1.7 Financial instruments
Iziko has the following types of financial assets (classes and category) as reflected on the face of the statement of financial position or in the notes thereto:
Class Category
Cash and cash equivalents
Receivables from exchange transactions
Receivables from non-exchange transactions
Iziko has the following types of financial liabilities (classes and category) as reflected on the face of the statement of financial position or in the notes thereto:
Class Category
Unspent conditional grants
Trade and other payables from exchange transactions
Other financial liabilities
Initial recognition
Iziko recognises a financial asset or a financial liability in its statement of financial position when Iziko becomes a party to the contractual provisions of the instrument.
Initial measurement of financial assets and financial liabilities
Financial assets and financial liabilities are initially measured at fair value plus transaction costs that are directly attributable to the acquisition or issue of the financial asset or financial liability.
Subsequent measurement of financial assets and financial liabilities
Financial assets and financial liabilities after initial recognition are measured at amortised cost. For financial assets and financial liabilities measured at amortised cost a gain or loss is recognised in surplus or deficit when the financial asset or financial liability is derecognised or impaired, or through the amortisation process.
Financial assets
Iziko assesses at the end of each reporting period, whether there is any objective evidence that a financial asset or group of financial assets is impaired.
If there is objective evidence that an impairment loss on financial assets measured at amortised cost has been incurred, the amount of the loss is measured as the difference between the asset’s carrying amount and the present value of estimated future cash flows (excluding future credit losses that have not been incurred) discounted at the financial asset’s original effective interest rate. The carrying amount of the asset is reduced through the use of an allowance account.
The calculation in respect of the impairment of receivables is based on an assessment of the extent to which trade receivables have defaulted on payments already due, and their ability to make payments.
If, in a subsequent period, the amount of the impairment loss decreases and the decrease can be related objectively to an event occurring after the impairment was recognised, the previously recognised impairment loss is reversed directly OR by adjusting an allowance account. The reversal does not result in a carrying amount of the financial asset that exceeds what the amortised cost would have been had the impairment not been recognised at the date the impairment is reversed. The amount of the reversal is recognised in surplus or deficit.
Iziko derecognises a financial asset when the contractual rights to the cash flows from the
financial asset expire, are settled or waived. On derecognition of a financial asset in its entirety, the difference between the carrying amount and the sum of the consideration received is recognised in surplus.
Financial liabilities
Iziko removes a financial liability (or a part of a financial liability) from its statement of financial position when it is extinguished — i.e., when the obligation specified in the contract is discharged, cancelled, expires or waived. The difference between the carrying amount of a financial liability (or part of a financial liability) extinguished or transferred to another party and the consideration paid, including any non-cash assets transferred or liabilities assumed, is recognised in surplus or deficit. Any liabilities that are waived, forgiven or assumed by another entity by way of a non-exchange transaction are accounted for in accordance with the Standard of GRAP on Revenue from Non-exchange Transactions (Taxes and Transfers).
Interest relating to a financial instrument or a component that is a financial liability is recognised as revenue or expense in surplus or deficit.
Losses and gains relating to a financial instrument or a component that is a financial liability is recognised as revenue or expense in surplus or deficit.
A financial asset and a financial liability are only offset, and the net amount presented in the statement of financial position when an entity currently has a legally enforceable right to set off the recognised amounts and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.
1.8 Property, Plant and Equipment
The cost of an item of property, plant and equipment is recognised as an asset when:
• it is probable that future economic benefits or service potential associated with the item will flow to the entity; and
• the cost of the item can be measured reliably
Property, plant and equipment are initially measured at cost. The cost of an item of property, plant and equipment is the purchase price and other costs attributable to bringing the asset to its location and condition necessary for it to be capable of operating in the manner intended by Management. Trade discount rebates are deducted in arriving at the cost.
Where an asset is acquired at no cost, or for a nominal cost, its cost is its fair value as at date of acquisition.
The depreciation charge for each period is recognised in surplus or deficit, unless it is included in the carrying amount of another asset. Items of property, plant and equipment are depreciated on the straight-line basis over their expected useful
lives, to the estimated residual value as follows:
The residual value, and the useful life and depreciation method of each asset are reviewed at the end of each reporting period. Where fully depreciated assets are still in use, the useful lives of assets are re-estimated, and the useful life of these assets extended.
Items of property, plant and equipment are derecognised when the asset is disposed of, or when no further benefits or service potential can be expected from the use of the asset.
The gain or loss arising from de-recognition of an item of property, plant and equipment is determined as the difference between the net disposal proceeds, if any, and the carrying amount of the item and is included in surplus or deficit when the item is derecognised.
Annual Reassessment of Useful Life
The useful life of assets is reassessed on an annual basis to ensure that the estimated useful lives are still appropriate. When a change in the estimated useful life is identified, the change is accounted for as a change in accounting estimates.
1.9 Intangible Assets
An intangible asset is identifiable by Iziko as an intangible asset when:
• it is capable of being separated or divided from an entity, and sold, transferred, licensed, rented or exchanged either individually or together with a related contract, asset or liability; or
• it arises from contractual rights or other legal rights, regardless of whether those rights are transferable or separated from the entity or from other rights and obligations
Iziko recognises an intangible asset when:
• it is probable that future economic benefits or service potential associated with the item will flow to the entity; and
• the cost of the item can be measured reliably
Iziko initially recognises intangible assets at cost. Where an intangible asset is acquired at no nominal cost, cost Iziko recognises it at its fair value as at the date of acquisition. Intangible assets are carried at cost, less any accumulated amortisation and any impairment losses.
Iziko assesses the probability of expected future economic benefits or service potential using reasonable and supporting assumptions that represent management’s best estimate of the set of economic conditions that will exist over the useful life of the asset.
Intangible assets are derecognised when the asset is disposed of, or when no further benefits or service potential can be expected from the use of the asset.
The gain or loss arising from de-recognition of Intangible assets is determined as the difference between the net disposal proceeds, if any, and the carrying amount of the item and is included in surplus or deficit when the item is derecognised.
Intangible assets are amortised on the straightline basis over their expected useful lives, to the estimated residual values as follows:
1.10 Heritage Assets
Recognition
Iziko recognises a heritage asset as an asset if:
• It is probable that future economic benefits or service potential associated with the asset will flow to Iziko; and
• The cost or fair value of the asset can be reliably measured
• If, while collecting specimens, and before research is undertaken, it cannot be concluded that the specific specimen (a) has a cultural, environmental, historical, natural, scientific,
technological or artistic significance; and (b) is to be held indefinitely for the benefit of present and future generations, the asset held for future research has not met the definition of a heritage asset.
Iziko will assess the degree of certainty attached to the flow of future service potential or economic benefits of assets which, on initial recognition, do not meet the recognition criteria of heritage assets because of the need for further evaluation and research.
Where research to identify, analyse and classify heritage items is undertaken, the items will be recorded and controlled.
For recognition of heritage assets, the asset needs to be controlled by Iziko as a result of past events. Such events may include purchase, donation, bequest, loan or transfer.
Measurement
Values have been assigned to the heritage assets, which are considered to be appreciating in value, and which values are to be reviewed from time to time. Wherever possible, the appraisers have adopted the discipline of ‘Open Market’ principles in determining value, however values derived are largely determined by the skill and experience applied by the appraiser at the date of valuation.
Directive 7: Use of deemed cost for heritage assets upon initial recognition and adoption of a Standard
The following terms are used in Directive 7 with the meanings specified:
• Acquisition cost: When an entity initially recognises assets such as items of property, plant and equipment, investment properties, intangible assets and heritage assets using the Standards of GRAP, it measures those assets using either cost (if the asset is acquired in an exchange transaction) or at fair value (if the asset is acquired in a nonexchange transaction). This cost or fair value on initial acquisition of an asset is the acquisition cost.
• Deemed cost: Deemed cost is a surrogate value for the cost or fair value of an asset at its initial acquisition, and is determined by reference to the fair value of the asset at the date of adopting the Standards of GRAP measurement date
• Measurement date (for purposes of Directive 7): Measurement date is the date that an entity adopts the Standards of GRAP, and is the beginning
of the earliest period for which an entity presents full comparative information in its first financial statements prepared using Standards of GRAP For the purposes of Directive 7, the measurement of assets at fair value on the adoption of the Standards of GRAP does not constitute:
• a revaluation in accordance with the Standards of GRAP on Property, Plant and Equipment; Intangible Assets; or Heritage Assets; or
• the application of the fair value model in the Standard of GRAP on Investment Property, paragraph A4, which states that subsequent depreciation, if applicable, is based on that deemed cost, and starts from the measurement date
Initial Entries Using Deemed Cost
Iziko initially measured heritage assets using the deemed cost approach. The Valuation Reserve was created on initial measurement of the heritage assets, at deemed cost and is non-distributable.
Valuation of Heritage Assets
The existence of published price quotations in an active market is the best evidence of fair value, such as the quoted price from recent auctions published in local newspapers; however, if fair value cannot readily be ascertained by reference to quoted prices in an active and liquid market, the fair value of a heritage asset can be determined from marketbased evidence arrived at by appraisal. An appraisal of the value of the asset is normally undertaken by a member of the valuation profession who holds a recognised and relevant professional qualification. The fair value will be ascertained by reference to quoted prices in an active and liquid market (GRAP 103 46).
Valuation Techniques
Where the fair value of an asset cannot be determined, and where no evidence is available to determine the market value in an active market of a heritage asset, a valuation technique may be used to determine its fair value. Valuation techniques include using recent arm’s length market transactions between knowledgeable, willing parties, if available, and reference to the current fair value of other heritage assets that have substantially similar characteristics in similar circumstances and locations, adjusted for any specific differences in circumstances. If there is a valuation technique commonly used by market participants to price such an asset, and that technique has been demonstrated to provide reliable estimates of prices obtained in
actual market transactions, the entity may use that technique in determining the fair value (GRAP 103 47).
Inability to Value
Where no value can be placed on an item, it will not be recognised, but information should be disclosed about such items and the reason why such items cannot be valued (GRAP 103 17).Where Iziko holds an asset that might be regarded as a heritage asset, but which, on initial recognition, does not meet the recognition criteria of heritage assets because it cannot be reliably measured, relevant and useful information about it is disclosed in the notes to the AFS. The works, objects and specimens in the various collections which have not been valued, are recorded and controlled in the register.
Valuing an Entire Collection
In determining the fair value of a collection, the entity should consider whether the entire collection has a higher value than the sum of the values of the individual items making up that collection. Under such circumstances, the carrying value of the entire collection may need to be reassessed when a group of individual heritage assets constitutes a collection. If items are removed from the collection, the value of the collection may also need to be reassessed (GRAP 103 45).
Heritage Asset Classification
Iziko has recognised the following classes of heritage assets:
• Natural History Collections (NHC)
• Social History Collections (SHC)
• Art Collections (AC)
• Library Collections (LBC)
Object collections in the SHC and AC consist of tangible artefacts that reflect the cultural and artistic knowledge, expressions, and behaviour of their makers and users, and comprise archaeological, historical and contemporary cultural artefacts and artworks. LBC consists of published and unpublished material, as well as research material.
Heritage Assets on Loan to Other Institutions
Iziko maintains loan registers in all its collections under long and short terms loan agreements. Loan materials may also be deposited at Iziko by institutions for which the entity may have legal or statutory obligations related to these loan materials. In instances where loan agreements do not exist, loans are not recognised as heritage assets unless ownership has been established.
Lost or missing Heritage Assets
Heritage assets that are not found during physical inventory checks are derecognised and classified as “Items not found”. These assets remain under this classification for a period of five years. Collections move between exhibition, conservation and research and therefore continuous efforts will be made to locate the missing asset for a period of five years from the date of its classification as an “Item not found”. If the missing asset is found within the five-year period, the asset will be recognized and reinstated in the asset register at its original recorded value, adjusted for any impairment or other relevant factors.
If the items are still not found after five years, the formal loss control process and de-accessioning process will be initiated.
Subsequent Measurement
Iziko has elected the cost model for subsequent measurement of heritage assets. When the cost model is used, heritage assets are subsequently carried at cost less any accumulated impairment losses. Where a heritage asset is acquired through a non-exchange transaction, its cost shall be measured at its fair value as at the date of acquisition.
Impairment
At each reporting date, Iziko assesses whether there are indications of impairment. If any such indications exist, Iziko estimates the recoverable amount or the recoverable service amount of the heritage asset.
Transfers
Transfers from heritage assets are made when, and only when, the particular asset no longer meets the definition of a heritage asset. Transfers to heritage assets are made when, and only when, the particular asset meets the definition of a heritage asset.
De-recognition
The carrying amount of a heritage asset is derecognised:
• on disposal, or
• when no future economic benefits or service potential are expected from its use or disposal
The gain or loss arising from the de-recognition of a heritage asset is determined as the difference between the net disposal proceeds, if any, and the carrying amount of the heritage asset, such difference is recognised in surplus or deficit when the heritage asset is de-recognised.
1.11 Leases
Operating Leases – Lessor
Rental income from operating leases is recognised as an income on a straight-line basis over the lease term.
The difference between the amounts is recognised as revenue and included in the Statement of Financial Performance: and the contractual payments are recognised as an operating lease asset or liability and included in the Statement of Financial Position.
Operating Leases – Lessee
Operating lease payments are recognised as an expense on a straight-line basis over the lease term. The difference between the amounts is recognised as an expense and charged to the Statement of Financial Performance: and the contractual payments are recognised as an operating lease asset or liability and included in the Statement of Financial Position.
1.12 Employee Benefits
Short-term Employee Benefits
The cost of short-term employee benefits (those payable within 12 months after the service is rendered, such as paid leave and sick leave, bonuses, and non-monetary benefits such as medical care), are recognised in the period in which services are rendered as detailed in note 17.
Short-term employee benefits include:
• wages, salaries and social security contributions.
• short-term compensated absences (such as paid annual leave and paid sick leave) where the compensation for the absences is due to be settled within twelve months after the end of the reporting period in which the employees render the related employee service.
• bonus, incentive and performance related payments payable within twelve months after the end of the reporting period in which the employees render the related service; and
• When an employee has rendered service to the entity during a reporting period, the entity recognises the undiscounted amount of shortterm employee benefits expected to be paid in exchange for that service:
• as a liability (accrued expense), after deducting any amount already paid. If the amount already paid exceeds the undiscounted amount of the benefits, the entity recognises that excess as an asset (prepaid expense) to the extent that the prepayment will lead to, for example, a reduction in future payments or a cash refund; and
• as an expense, unless another Standard requires or permits the inclusion of the benefits in the cost of an asset. The expected cost of compensated absences is recognised as an expense as the employees render services that increase their entitlement or, in the case of non-accumulating absences, when the absence occurs. The entity measures the expected cost of accumulating compensated absences as the additional amount that the entity expects to pay as a result of the unused entitlement that has accumulated at the reporting date.
Post-employment benefits
Defined Contribution Plans
Payments to defined contribution retirement benefit plans are charged as an expense as they fall due. Payments made to state plan retirement benefit schemes are dealt with as a defined contribution benefit, where the entity’s obligation under the schemes is equivalent to those arising in a defined contribution retirement benefit plan
Defined Benefit Plans
For defined benefit plans, the cost of providing the benefits is determined using the projected credit method. Actuarial valuations are conducted every three (3) years for the museums pension fund and on an annual basis for the medical aid benefit fund, by independent actuaries, separately for each plan Consideration is given to any event that could impact the funds up to the end of the reporting period, where the interim valuation is performed at an earlier date.
Actuarial gains and losses are recognised, in full, in the Statement of Financial Performance in the year that they occur. Past service costs are recognised immediately to the extent that the benefits are already vested and are otherwise amortised on a straight-line basis over the average period until the amended benefits become vested.
Post-retirement Medical Benefit
The entitlement to post-retirement healthcare benefits is based on the employee remaining a contributing member of the medical aid schemes and remaining in the service up to retirement age. Post-retirement healthcare benefits are based on the following subsidy policy:
• An employee who joined the medical aid scheme before 1 October 2004 contributed one third (1/3) of the total healthcare contribution, and Iziko the balance
• An employee who joined Iziko from 1 October 2004 would, after retirement, pay 100% of the total healthcare contribution.
Valuation of these obligations is carried out by independent, qualified actuaries. Key assumptions concerning the future and other key sources of estimation uncertainty at the reporting date are used for the post-retirement medical liability, as per the actuarial valuation disclosed (See note 11). The amount accrued for post-retirement medical benefits is included within non-current liabilities
The expected costs of these benefits are accrued over the period of employment, using the projected unit credit method. Actuarial gains and losses arising from experience, adjustments and changes in actuarial assumptions are charged to the Statement of Financial Performance, in full, in the current period.
1.13 Provisions and Contingencies
Provisions are recognised when:
• the entity has a present obligation as a result of a past event.
• it is probable that an outflow of resources embodying economic benefits or service potential will be required to settle the obligation; and
• a reliable estimate can be made of the obligation
The amount of a provision is the best estimate of the expenditure expected to be required to settle the present obligation at the reporting date. Where some or all of the expenditure required to settle a provision is expected to be reimbursed by another party, the reimbursement is recognised when, and only when, it is virtually certain that reimbursement will be received if the entity settles the obligation. The reimbursement is treated as a separate asset. The amount recognised for the reimbursement shall not exceed the amount of the provision. Provisions are not recognised for future operating deficits.
A contingent asset is a possible asset that arises from past events, and whose existence will be confirmed only by the occurrence or non-occurrence of one or more uncertain future events not wholly within the control of the entity.
A contingent liability is:
• a possible obligation that arises from past events, and whose existence will be confirmed only by the occurrence or non-occurrence of one or more uncertain future events not wholly within the control of the entity; or
• a present obligation that arises from past events but is not recognised because:
• it is not probable that an outflow of resources embodying economic benefits or service potential will be required to settle the obligation;
and
• the amount of the obligation cannot be measured with sufficient reliability
• Contingent assets and contingent liabilities are not recognised. Contingencies are disclosed in the notes below.
1.14 Revenue from Exchange Transactions
The full amount of revenue from exchange transactions in which the entity receives assets or services, or has liability extinguished, and gives approximately equal value (primarily in the form of goods, services or use of assets) to a willing party in an arm’s length transaction is recognised, and any impairment losses are subsequently recognised.
Revenue is measured at the fair value of the consideration received or receivable, net of trade discounts.
Sale of Goods
Revenue from the sale of goods is recognised when all the following conditions have been satisfied:
• The entity has transferred to the purchaser the significant risks and rewards of ownership of the goods.
• The entity retains neither continuing managerial involvement to the degree usually associated with ownership and effective control over the goods sold.
• The amount of revenue can be measured reliably.
• It is probable that the economic benefits or service potential associated with the transaction will flow to the entity; and
• the cost incurred, or to be incurred in respect of the transaction, can be measured reliably
Rendering of Services
When the outcome of a transaction involving the rendering of services can be estimated reliably, revenue associated with the transaction is recognised by reference to the stage of completion of the transaction at the reporting date.
The outcome of a transaction can be estimated reliably when all of the following conditions are satisfied:
• The amount of revenue can be measured reliably.
• It is probable that the economic benefits or service potential associated with the transaction will flow to the entity.
• The stage of completion of the transaction at the reporting date can be measured reliably; and
• The costs incurred for the transaction, and the costs to complete the transaction, can be measured reliably
Interest and Rental Income
Revenue arising from the use by others, of entity assets yielding interest and rental income is recognised when:
• it is probable that the economic benefits or service potential associated with the transaction will flow to the entity; and
• the amount of the revenue can be measured reliably
Interest is recognised, in surplus or deficit, using the effective interest rate method.
Revenue from rental of facilities and equipment is recognised on an accrual basis in accordance with the substance of the agreements.
Concessions
As part of Iziko’s strategic objectives of allowing access and enhancing the museum experience to the broader community, Iziko offers free entry to all its museums to members of the public on certain holidays and on certain commemorative days. In addition, concessionary rates are granted to learners, school groups and pensioners, as well as waiving venue hire fees for not for-profit organisations where appropriate. The value of concessions granted is not recognised nor disclosed in the AFS.
1.15 Revenue from Non-exchange Transactions
Non-exchange transactions are transactions where the entity received revenue from another entity without giving approximately equal value in exchange.
Revenue from non-exchange transactions consist of government grants, conditional government grants, public donations, sponsorships and service in kind income and are measured at fair value.
Government grants without any conditions attached and donations received, or receivable are recognised when the resources that have been transferred meet the criteria for recognition as an asset and there is not a corresponding liability in respect of related conditions. Where donations are received in the form of property, plant and equipment, they are recognised when the risks or rewards of ownership have transferred to the entity.
Revenue from sponsorships and conditional
government grants is recognised when all conditions associated with the contribution have been met or, where the contribution is to finance property, plant and equipment, when such items of property, plant and equipment qualifies for recognition and first becomes available for use by the entity. Where the entity has not met the related conditions that would entitle it to the revenue, a liability is recognised.
Services in-kind
Services in kind are recognised at its fair value when it is significant to the operations and/or service delivery objectives and when it is probable that the future economic benefits or service potential will flow to the entity and the fair value of the assets can be measured reliably. If the services in-kind are not significant to the operations and/or service delivery objectives and/or do not satisfy the criteria for recognition, only the nature and type of services in-kind received during the reporting period is disclosed.
1.16 Irregular expenditure
Irregular expenditure is charged against the statement of financial performance in the period in which they are incurred. Irregular expenditure not confirmed (alleged) is not disclosed in the notes to the financial statements. Where a transaction has been confirmed as irregular expenditure, and further determination to identify facts and losses related to the transaction are in progress, such irregular expenditure amount will be disclosed in the irregular expenditure note; and progress of irregular expenditure shall also be disclosed.
Irregular expenditure where confirmed, is investigated in order to establish facts whether the transgression is related to fraudulent, corrupt and other criminal conduct. The amount(s) of losses determined shall be recovered in the current financial year (if practical); and amount(s) of losses recovered shall be disclosed in the irregular expenditure note under Amount(s) not Condoned and Recoverable.
If it can be demonstrated that it is impractical to determine total losses incurred, the details and reasons as to why the amount cannot be quantified shall be disclosed.
For irregular expenditure where losses incurred are irrecoverable, amount(s) of losses that are irrecoverable shall be determined and the writing off of such amount(s) shall be considered or
disclosed in the irregular expenditure note under Amount(s) not Condoned and not Recoverable. For irregular expenditure where losses were not incurred and value for money was achieved, and the transgression was free of fraudulent, corrupt or other criminal conduct; request condonation of irregular expenditure; and if amount(s) of irregular expenditure are condoned by the relevant authority the amount(s) shall be disclosed in the irregular expenditure note as Current year amount(s) Condoned for the current year.
If irregular expenditure was not condoned by the relevant authority, the irregular expenditure shall be presented to the accounting officer or accounting authority for removal; and amount(s) of losses disclosed as irrecoverable in the irregular expenditure note under Amount(s) not Condoned and not Recoverable.
If fraudulent, corrupt or other criminal conduct is alleged or confirmed, the relevant steps required in terms of Treasury Regulations 33 and the debt management policy of Iziko shall be followed and reported in terms of section 34 of the Prevention and Combating of Corrupt Activities Act.
Supplementary disclosure on criminal proceedings instituted must be included.
1.17 Fruitless and wasteful expenditure
Fruitless expenditure means expenditure which was made in vain and would have been avoided had reasonable care been exercised.
All expenditure relating to fruitless and wasteful expenditure is recognised as an expense in the correction of error in the year that the expenditure was incurred. The expenditure is classified in accordance with the nature of the expense, and where recovered, it is subsequently accounted for as revenue as a correction of error.
1.18 Capital Commitments
Capital Commitments represent Property, Plant and Equipment that has been ordered, but no delivery has taken place at the reporting date. These amounts are not recognised in the statement of financial position as a liability or as expenditure in the statement of financial performance as the AFS are prepared on the accrual basis and prior delivery, no accrual can be recognised. These items are, however, disclosed as part of the disclosure notes.
The commitments disclosed in the disclosure note
are capital expenditure approved and contracted for at the reporting date, to the extent that the amount has not been recorded in the financial statements.
Material contracts entered into after the reporting date but prior to the approval of the financial statements will be disclosed under subsequent events in the report of the Accounting Authority. Other commitments for which disclosure is necessary to achieve a fair presentation should be disclosed in a note if both the following criteria are met:
• non-cancellable contracts or only cancellable at significant cost contracts; and
• contracts that related to something other than the routine, steady, state business of the entity were taken into consideration.
In calculating commitments, the following was taken into account pertaining to tenders awarded:
• the period of the tender awarded
• amounts already paid pertaining to that tender/ contract
• amounts for which invoices have been received and which are therefore included in accruals should be deducted
• commitments loaded on the procurement systems
• commitments not loaded on the procurement system.
A distinction shall be made between approved and contracted commitments and approved but not yet contracted for commitments. Approved and contracted commitments are where the expenditure has been approved and the contract has been awarded at the reporting date. Approved but not yet contracted commitments are where the expenditure has been approved and the contract is awaiting finalisation at the reporting date.
1.19 Accounting Policies, Estimates and Errors
Change in accounting estimate
Change in accounting estimate result from new information and new developments and are not correction of errors.
The effect of a change in accounting estimate shall be recognised prospectively by including it in surplus or deficit in:
• the period of the change, if the change affects that period only; or
• the period of the change and future periods, if the change affects both.
To the extent that a change in an accounting estimate gives rise to changes in assets and liabilities, or relates to an item of net assets, it shall
be recognised by adjusting the carrying amount of the related asset, liability or item of net assets in the period of the change.
Prior period errors
A prior period error shall be corrected by retrospective restatement except to the extent that it is impracticable to determine either the periodspecific effects or the cumulative effect of the error. When it is impracticable to determine the periodspecific effects of the error on comparative information for one or more prior periods presented, the entity shall restate the opening balances of the assets, liabilities and net assets for the earliest period for which retrospective restatement is practicable (which may be the current period). When it is impracticable to determine the cumulative effect, at the beginning of the current period, the entity shall restate the comparative information to correct the error prospectively from the earliest date practicable.
Change in Accounting policies
Iziko shall change an accounting policy only if the change:
• is required by a standard of GRAP; or
• results in the financial statements providing reliable and more relevant information about the effects of the transactions, other events or conditions on the entity’s financial position, financial performance or cash flows.
A change in accounting policy shall be applied retrospectively, except to the extent that it is impracticable to determine either the period-specific effects or the cumulative effect of the change.
When is it impracticable to determine the periodspecific effects of changing an accounting policy on comparative information of one or more prior periods presented, Iziko shall apply the new accounting policy to the carrying amounts of the assets and liabilities as at the beginning of the earliest period of which retrospective application is practicable, which may be the current period, and shall make a corresponding adjustment to the opening balance of each affected component of net assets for that period.
When it is impracticable to determine the cumulative effect, at the beginning of the current period, of applying a new accounting policy to all prior periods, Iziko shall adjust the comparative information to apply the new accounting policy prospectively from the earliest date practicable.
1.20 Transfer of Functions between entities under
common control
Identifying the transfer date
The transfer date is the date on which the acquirer obtains control, and the transferor / transferor loses control over a function. Assets are accounted for the assets acquired and liabilities assumed in its financial statements from the transfer date. The transferor will derecognise and / or remove the assets transferred and liabilities relinquished in its financial statements from that date.
Recognition, recording and measurement
As acquirer, Iziko shall recognise the purchase consideration paid to the transferor and recognise/ record all the assets acquired and liabilities assumed in a transfer of functions as at the transfer date. The assets acquired and liabilities assumed shall be measured at their carrying amounts.
The carrying amount of an asset acquired, or a liability assumed is the amount at which the asset or liability is recognised/recorded by the transferor in its statement of financial position or notes as of the transfer date.
All acquisition related costs, such as advisory, legal, accounting, other professional and consulting fees are expensed by Iziko in the period in which the costs are incurred, and the services are received. The assets and liabilities that qualify for recognition and / or recording under a transfer of functions must meet the definition of an asset or a liability.
Measurement period
Iziko makes use of a measurement period of two (2) years from the date of the transfer date to allow sufficient to make the classifications or designations of the assets and liabilities on the basis of the terms of the binding arrangement, economic conditions, operating or accounting policies and other relevant conditions that exist at the transfer date. The measurement period will allow sufficient time for Iziko to conduct the research required to determine of the assets have heritage or other value. During the measurement period, Iziko shall retrospectively recognise/record adjustments to the amounts as if the accounting for the transfer of functions had been completed at the transfer date. Thus, Iziko shall revise comparative information for prior periods presented in financial statements as needed. The revision of prior period transfer of function amounts during the measurement period is not a prior period error unless the revised amounts are erroneous.
Subsequent measurement
Subsequent to the transfer, all assets and liabilities recognised are measured at amortised cost. For assets and liabilities measured at amortised cost a gain or loss is recognised in surplus or deficit when the asset or liability is derecognised or impaired, or through the amortisation process.
1.21 Events after reporting date
Iziko will adjust the amount recognised in the financial statements to reflect adjusting events that occur between the reporting date and the date when the financial statements are authorised for issue, once the event occurred.
Iziko will disclose the nature of the event and an estimate of its financial effect or a statement that such estimate cannot be made in respect of all material non adjusting events, where non-disclosure could influence the economic decisions of users taken on the basis of the financial statements.
1.22 Related Parties
A related party is a person or an entity with the ability to control the Entity either individually or jointly, or with the ability to exercise significant influence over the Entity, or vice versa.
All individuals from the level of Senior Management at Iziko are responsible for planning, directing and controlling the activities of the entity, including those charged with the governance in accordance with legislation, in instances where they are required to perform such functions, and are therefore related parties. Close members of the family of these persons are those family members who may be expected to influence or be influenced by them persons in their dealings with Iziko and are also considered to be related parties.
Iziko is exempt from all the disclosure requirements in relation to related party transactions if that transaction occurs within:
(a) normal supplier and/or client/recipient relationships on terms and conditions no more or less favourable than those which it is reasonable to expect the entity to have adopted if dealing with that individual entity or person in the same circumstances; and
(b) terms and conditions within the normal operating parameters established by that reporting entity’s legal mandate.
Narrative information about the nature of the
transactions and any outstanding balances are disclosed in relation to these exempt related party transactions. Related party transactions are disclosed in note 22.
1.23 New Standards and interpretations
The following standards of GRAP and/or amendments thereto have been approved by the Accounting Standards Board but will only become effective in future periods or have not been given an
Standards/ interpretations
Amendments to GRAP 1 on Presentation of Financial Statements (2019) No
Amendments to GRAP 103: Heritage assets No
Amendments to GRAP 104: Financial Instruments
GRAP 105: Transfer of Functions Between Entities Not Under Common Control No
effective date by the Minister of Finance. The entity has not early adopted any of these new standards or amendments thereto, but has referred to them for guidance in the development of accounting policies in accordance with GRAP 3 as read with Directive 5:
The adoption of this standard is not expected to impact on the results of Iziko, but may result a difference in the disclosure on going concern and events after reporting date
The adoption of this standard is not expected to impact on the results of Iziko but may result a different presentation and disclosure of heritage assets than is currently provided in the annual financial statements in particular reassessment of the implications of adopting accounting policies for material items based on Standards of GRAP as well as applying alternative accounting treatments for immaterial items.
The effective date is 1 April 2025 and early adoption of the entire standard is permitted. Iziko expects to adopt the amendment for the first time on 1 April 2025. The adoption of this standard is expected to impact on the way in which financial instruments are classified, how amortised cost is determined, how and when financial assets are assessed for impairment. New disclosures on credit risk management practices, evaluation of credit losses on financial performance and position, and credit risk exposure. Offsetting financial assets and financial liabilities.
The effective date is 1 April 2025 and early adoption of the entire standard is permitted. Iziko expects to adopt the amendment for the first time on 1 April 2025. The adoption of this standard is expected to impact on the way in which financial instruments are classified, how amortised cost is determined, how and when financial assets are assessed for impairment. New disclosures on credit risk management practices, evaluation of credit losses on financial performance and position, and credit risk exposure. Offsetting financial assets and financial liabilities.
GRAP 106: Transfer of Functions Between Entities Not Under Common Control No No Impact on the Annual financial Statements.
GRAP 107: Mergers No
The effective date is 1 April 2025 and early adoption of the entire standard is permitted. Iziko expects to adopt the amendment for the first time on 1 April 2025.The adoption of this standard is expected to impact on the way in which financial instruments are classified, how amortised cost is determined, how and when financial assets are assessed for impairment. New disclosures on credit risk management practices, evaluation of credit losses on financial performance and position, and credit risk exposure. Offsetting financial assets and financial liabilities
Amendments No Impact expected to clarify interpretation and disclosures noted for preparers
6.3.7. Notes to the Annual Financial Statements
2. Property, Plant and Equipment
• No restrictions on title for property, plant and equipment have been pledged as securities for liabilities
• Included in
Intangible assets comprise of Computer Software and Planetarium Licences
Disposals
• No restrictions on title for intangible assets have been pledged as securities for liabilities
4. Heritage Assets
• Iziko is restricted from selling or otherwise alienating heritage assets placed under its care and management, unless approval is granted by the Minister of Sport, Arts and Culture
• No Heritage assets are pledged as securities for liabilities
Natural History Collections
There are 739,190 (2023: 722,594 - restated) catalogued objects and specimens in the Natural History collection. Of these, 11,558 objects with commercial value have been recognised, and the remainder are considered to have no monetary value. This collection includes Marine Biology, Invertebrates and Terrestrial Vertebrates, Taxidermy, Palaeontology, Rocks and Minerals, and Fossils. The collection is primarily of research significance, with specific collections such as Geology and Taxidermy assessed for commercial value. As additional research is conducted, items added to the database will be recognized in the Annual Financial Statements (AFS) in accordance with GRAP 103. Items not recognised in the AFS are recorded and controlled.
Social History Collections
The Social History collection aims to preserve and interpret the social, cultural, economic, and political dimensions of human societies over time. It comprises artifacts, documents, and materials including clothing, furniture, accessories, photographs, images, archival documents, art, and memorabilia. Some objects require additional research into their origin and dating before valuation. Certain items of Archaeological Material, consisting of fragmented or unassembled materials, are held primarily for research significance and have not been valued. Fragmented, broken, or unassembled items are recorded and controlled in the register.
Art Collections
The Art collection consists of paintings, sculptures, prints and drawings, photographs, mixed media and installations, textiles, and decorative artworks. These items are acquired, curated, and displayed for aesthetic enjoyment, educational purposes, and cultural preservation. Works that are incomplete or sketches not intended as finished works assessed to have no commercial value are not valued.
The Library Collections contains books and monographs, periodicals and journals, exhibition catalogues, archival materials and digital resources of cultural, historical, or scholarly value assessed by experts to merit their preservation as heritage assets. Reference books within the collection play a vital role in supporting the museum’s mission and offer research insights into the evolution of ideas, literature, or scholarly disciplines.
Heritage Assets Borrowed or on Loan
Materials from the Natural History collections are borrowed by researchers and research institutions for study and analysis. Works and objects from the Social History and Art Collections are borrowed from and loaned to other museums and institutions for research and exhibition purposes. Loan registers are maintained to document ownership and loan details, and loan agreements specify terms and conditions. Loans within the Library Collections primarily serve internal research purposes by museum staff and are not typically extended beyond the institution.
In all collections, heritage items are recognised once they have been verified and valued by independent, accredited valuators in terms of the requirements of GRAP 103.
In addition, where objects, works or specimens have been accessioned, and cannot be located for verification, they have not been recognised and are classified as items not found pending further investigation.
Items not found
During the year under review assets amounting to R7 376 095 have been classified as not found and have been de-recognised accordingly.
Repairs and maintenance
An amount of R 132 961 (2023: R 105 990) was spent on Repairs and Maintenance to heritage assets during the year in review. In terms of Iziko’s mandate, the careful preservation and protection of collections is an internal function which includes materials and time spent by employees. In determining amounts spent on repairs and maintenance of heritage assets, the entity has exclusively disclosed amounts paid to external service providers.
5. Inventories
Transfer of the Nelson Mandela Prison House Museum
The Nelson Mandela Prison House Museum was transferred to Iziko as disclosed in note 30. The museum consists of two houses, which are owned by the Department of Public Works and Infrastructure (DPWI). The houses contain furniture and fittings thought to be in use by Mr Mandela during his imprisonment at what was known as the Victor Vester Prison at the time.
At the date of these financial statements, these assets have not yet been assessed for accessioning and have therefore not been included in the heritage asset balances presented above. Management anticipates completing the assessment and valuation process of the transferred assets in the next six to twelve months. Upon completion of this process and the availability of reliable measurement criteria, the transferred assets will be recognised as heritage assets in the financial statements of the subsequent reporting period.
6. Trade and Other Receivables
6.1. Receivables from non-exchange transactions
6.2. Receivables from Exchange transactions
The maximum exposure to credit risk at the reporting date is the carrying value of each class of receivables mentioned above. Receivables are subject to Iziko’s standard credit terms and are due within a maximum of either 30 days or based on mutually agreed payment terms as stated in the initial contract with debtors.
Trade Receivables Not Impaired
At 31 March, trade and other receivables can be analysed as follows:
Reconciliation of the provision for impairment of trade and other receivables
Treasury Regulation 31.3.3 requires that all Schedule 3A entities invest their surplus funds with the Corporation for Public Deposits (CPD at the SARB), unless exempted. During the current year cash surpluses were transferred to CPD accounts as notice and fixed deposit accounts previously held, matured.
8. Trade and Other Payables
8.1. Payables from Exchange Transactions
8.2. Payables from Non -exchange Transactions
The entity received a grant deposit from the National Research Foundation (NRF). This capital amount is used only to finance NRF funded projects at the institution.
9. Short-term employee benefits obligation
Short-term employee benefits obligations are employee benefits (other than termination benefits) that are due to be settled within twelve months after the end of the period in which the employees render the related service. 7. Cash and Cash
10. Post-retirement Pension Benefit
Iziko is a participating employer in the Museums Pension Fund, which is registered in terms of the Pension Funds Act (registration number 12/8/31697) and tax approved in terms of the Income Tax Act
The Museums Pension Fund has two benefit structures, i.e., a defined benefit and a defined contribution section. All new employees joining the Museums Pension Fund on or after 1 April, fall under the defined contribution section.
Defined Benefit
The post-retirement pension benefit represents Iziko’s liability towards the unfunded actuarial liabilities for the defined pension fund covering participating employees.
Under the defined benefit section of the Fund, Iziko, as employer carries the investment risk, which means that if the contributions and investment growth are not enough to provide the benefits, Iziko is required to pay additional contributions to the Fund to ensure that the benefits stipulated in the Rules can be provided.
The results of the statutory valuation as at 31 March 2021 reveal that no shortfall exists in respect of accrued liabilities.
Defined Contribution
The defined contribution section of the Fund is fully funded, as the liability of the Fund is limited to the total of the member’s and employer’s monthly
contributions received, less the administrative and service costs of the Fund, plus or minus actual investment returns over the years of membership. An annual statement reflecting the value of the member’s investment is provided in an individual benefit statement and members carry the investment risk.
11. Post -retirement Medical Benefit
Iziko operates a post -retirement medical benefit scheme that covers all employees appointed prior to 1 October 2004.
The medical schemes are funded by payments from retirees; Iziko and Iziko employees who belong to the medical aid. Iziko’s contribution to the medical schemes is charged to the income statement in the year to which it relates.
The latest full valuation of Iziko’s liability in respect of post -retirement medical benefits for the financial year end was performed on 31 March 2024 and valued at yearly intervals thereafter. The actuary forecast the expense for the year following the valuation date and the forecast position at the year-end following the valuation date, ignoring any gains or losses arising over the period. The liability was projected based on sixty-six (66) retirees and nineteen (19) employees participating as at 31 March 2024 and the liability and future increases are charged to income.
Amounts for the current and previous four periods are as follows:
Actuarial Gain
An actuarial gain of R 1 906 258 (2023 actuarial loss of R 241 777) has arisen over the past year due to the following reasons:
• Changes made to the assumptions, specifically the increase in the net discount rate from 2.7% to 2.9% per annum resulted in an actuarial gain of R1 923 173. (See Section 6 for more details.)
• Medical scheme contributions for 2024, and hence the subsidies payable by the employer, inclusive of benefit option changes, increased on
average by 11.0% compared to the 8.4% that was assumed in the previous valuation. This resulted in an actuarial loss of R1 979 505.
• The difference between actual demographic experience (resignation, retirement, mortality, etc.) and that assumed in the previous valuation gave rise to an actuarial gain of R1 847 657.
• The actual subsidy payments were lower than the disbursements projected at the previous valuation and this, together with the impact on the calculated Interest Cost, resulted in an actuarial gain of R114 933
Total Expense Recognised in the Statement of Financial Performance
Key Assumptions Used
The changes from the previous valuation include:
• An increase in the discount rate from 11.3% to 12.2% per annum.
• An increase in the long-term medical cost inflation assumption from 8.4% to 9.0% per annum.
• The two changes above result in an increase in the net discount rate from 2.7% to 2.9% per annum.
All other assumptions remain unchanged from those used in the previous valuation prepared by Insight.
Economic assumptions
For this valuation a discount rate of 11.3% per annum was used. This yield is derived from the JSE zero
bond curve (as at 31 March 2024), applied to the projected cash flows from the previous valuation, which results in a duration of 9.1 years.
The market’s view of the long-term level of the rate of increase in the CPI Index is suggested by the difference between the yields on index linked and fixed coupon government bonds of appropriate terms. The assumed long-term CPI inflation rate for this valuation that was derived in this manner is 6.4% per annum. It has been assumed that healthcare cost inflation will be 2.0% higher than CPI inflation.
The healthcare cost inflation rate used in the valuation are therefore assumed to be 8.4% per annum.
The mortality assumptions used in the calculation of the liabilities were as follows:
Pre-retirement
Post-retirement
Male
SA 85–90 (light)
Female SA 85–90 (light) Down by three years
Male PA90
Female PA90
Sensitivity Analysis
The sensitivity analysis is performed by making changes to the assumption being considered and comparing the results to the base scenario. The results are particularly sensitive to changes in the assumption regarding future increases in medical scheme contributions. The impact of a 1.0% and 0.5% increase and decrease in the medical inflation rate is illustrated in the tables below:
Sensitivity analysis F2024 accounting entries (R)
Sensitivity
12. Deferred Income – Unspent Conditional Grants
Deferred income consists of funds received for specific projects on condition that any unspent funds are returned to the transferor. A liability is recognised for advance receipts until the event that makes the transfer arrangement binding occurs and all other conditions under the agreement are fulfilled.
When that event occurs and all other conditions under the agreement are fulfilled the liability is discharged and revenue is recognised. The liability is measured at the amount required to settle the obligation. Conditional grants are received for research projects art exhibitions and educational projects from a number of different donors.
Artivist, MakOne1 creating public art drawing in the Amphitheatre, Iziko South African Museum, March 2024.
12.1. Deferred Income – Unspent Conditional Grants
12.2. Deferred Income – Unspent Conditional Government Grants
The valuation reserve relates to the revaluation of Heritage assets when Heritage assets were first recognised and increases when newly accessioned, not new acquisitions, objects are recognised.
13. Heritage Asset Valuation Reserve
14.1 Eleven sites occupied by Iziko are owned by the Department of Public Works and Infrastructure (DPWI) at no cost during the year. In addition, spaces at one of the Iziko sites at Groot Constantia Estate, Groot Constantia are occupied free of charge by Iziko. The lease of the buildings is open-ended with no lease term. The value of the use of the premises have been recognised as Service in Kind income amounting to R 47 687 566 (2023: R 44 691 317) in the Statement of Financial Performance.
14.2 The Department of Sport, Arts and Culture made payments to the Property Management and Trading Entity (PMTE) of the DPWI on behalf of
Iziko for user recovery costs comprising municipal property rates, maintenance costs, contributions to a refurbishment reserve and property management fees in the amount of R 4 205 321 (2023: R 5 607 094).
14.3 In the prior year, an award to the value of R160 000 was made to Iziko by the HCI Foundation which provides free transport for learners to Iziko sites in its community service programme.
It was discovered that staff training costs were understated in the prior year, which has resulted in an increase in Staff Training and development cost and a decrease in general expenditure.
Media interviews with Dr Esther Mahlangu at the launch of the exhibition, Then I knew I was good at painting, Iziko South African National Gallery, February 2024.
19. Cash Generated in Operations
20. Financial Instruments
Financial instruments carried on the statement of financial position are classified as financial assets and as financial liabilities in terms of GRAP 104 and consist of trade and other receivables investments cash and cash equivalents and trade and other payables. In accordance with GRAP 104 45 the financial assets and liabilities of Iziko are classified as follows:
Financial Assets carried at amortised cost
No financial assets have been pledged as collateral for liabilities or contingent liabilities. Treasury Regulation 31.3.3 requires that all Schedule 3A entities invest their surplus funds with the Corporation for Public Deposits (CPD at the SARB), unless exempted. In this regard, National Treasury opened a portfolio of accounts for public entities at the CPD to assist in mitigating the credit risk to which they become exposed to when investing funds with commercial financial institutions. The surplus cash in the portfolio becomes available to the national government as bridging finance when required.
Fair Value of Financial Instruments
At year-end, the carrying values of cash and cash equivalents, trade and other receivables, and other payables approximated their fair value due to the short-term maturities of these assets and liabilities. Funds invested are not exposed to currency risk due to changes in foreign exchange rates.
Credit Risk
Cash and cash equivalents
Credit risk is mitigated by the fact that Iziko only deposits cash surpluses with major banks of high credit standing.
The maximum exposure to credit risk at the reporting date is the bank balances as disclosed in the Statement of Financial Performance. The credit rating and balances of the banks used by Iziko are disclosed in note 7.
Trade and Other Receivables
Credit risk is mitigated through management’s assessment of the credit quality of debtors, taking into account their financial position, payment history and track record.
The maximum exposure to credit risks at the reporting date is the fair value of trade and other receivables, as disclosed in note 6. The amount presented in the Statement of Financial Position is net of allowance for doubtful debts, which is estimated based on prior experience and current economic conditions. Debtors arise from rental of facilities and professional services rendered Management is of the opinion that the debts are fully recoverable. No collateral is held for any debtor.
Liquidity Risk
Liquidity risk is managed by keeping sufficient cash available for funding through an adequate amount of committed credit facilities and the ability to move funds from short-term financial instruments. Iziko manages liquidity risk by monitoring its cash flow requirements and optimises its cash return on investments. The Council is of the opinion that Iziko has sufficient cash available to settle its financial liabilities.
The table below analyses Iziko’s financial liabilities at amortised cost, based on the remaining period at the reporting date, to the contractual maturity date.
BRICS Tourism Minsters at a walkabout of the Iziko Slave Lodge, October 2023.
The deferred government grant and other deferred income are not financial liabilities, as they are similar to revenue received in advance, and have been excluded from the maturity analysis. They will only become financial liabilities if they become repayable.
Market risks
Iziko is not locked into long-term interest rates because cash and cash equivalents consist of short-
term investments held at registered banks and the SARB and attract interest at rates linked directly to the prime overdraft rate. Interest rate exposure is therefore low on Iziko’s bank accounts.
Sensitivity Analysis: Cash and Cash Equivalents
The following tables illustrate the impact of a 1% increase and decrease in the interest rate on the Statement of Financial Performance:
Other price risk
Other price risk is the risk that the fair value or future cash flows of a financial instrument will fluctuate because of changes in market prices (other than those arising from interest rate risk or currency risk), whether those changes are caused by factors specific to the individual financial instrument or its issuer, or factors affecting all similar financial instruments traded in the market.
21. Operating Leases
Iziko as Lessor
Operating leases relate to the rental of restaurants in buildings occupied by Iziko Museums of South Africa, with lease terms of between 2 to 5 years, with an option to renew. All operating lease contracts contain market review clauses, in the event that the lessee exercises its option to renew. The property rental income earned under operating leases amounted to. R1 683 817 (2023: R1 573 661).
Amounts Receivable under Operating Leases
At the reporting date, the following minimum lease payments were receivable under non-cancellable operating leases for property, plant and equipment, which are receivable as follows:
The following restrictions have, inter alia, been imposed by Iziko in terms of the lease agreements:
• The lessee shall not have the right to sublet cede or assign the whole or any portion of the premises let
• The lessor or its duly authorised agent or representative shall have the right, at all reasonable times, to inspect the premises let
• The lessee shall use the premises let for the sole purpose prescribed in the agreement
• No contingent rental income was recognised as revenue in the reporting period
The following restrictions have, inter alia, been imposed in terms of the lease agreements:
• The lessee shall not have the right to sublet, cede or assign the whole or any portion of the property, vehicles or equipment let
• The lessor or its duly authorised agent or representative shall have the right, at all reasonable times, to inspect the property, vehicles or equipment let
• The lessee shall use the property, vehicles or equipment for the sole purpose prescribed in the agreement
Iziko
as Lessee
The operating leases relate to rentals charged for vehicles, berthing fees, photocopiers, with lease terms of between 1 to 5 years, with options to extend. All operating lease contracts contain market review clauses, in the event that the lessee exercises its option.
Amounts Payable under Operating Leases amounted to R1 503 085 (2023: R1 262 773).
At the reporting date, the total future minimum lease payments are as follows:
• No contingent rent expenses were recognised in the reporting period
Property Owned by Related Parties
Eleven sites occupied by Iziko are owned by the Department of Public Works at no cost during the year. In addition, spaces at one of the Iziko sites at Groot Constantia Estate, Groot Constantia are occupied free of charge by Iziko. The lease of the buildings is open-ended with no lease term.
22. Related Parties
22.1
Department of Sport, Arts and Culture
Iziko Museums of South Africa has been established by the Department of Sport, Arts and Culture in terms of national legislation. The Minister of the Department of Sport, Arts and Culture, as the executive authority of Iziko and all entities under the control of the Minister of Sport, Arts and Culture are related parties. Iziko is ultimately controlled by the national executive and is therefore related to all departments and public entities in the national sphere of government.
DSAC provides Iziko with an operational grant, municipal services, leases and cost of compliance grants as well as conditional grants for capital and other projects. In addition, DSAC made payments to the Property Management and Trading Entity (PMTE) of the DPWI on behalf of Iziko for user recovery costs comprising municipal property rates, maintenance costs, contributions to a refurbishments reserve and property management fees in the amount of R 4 205 321 (2023: R 5 607 095).
The amounts involved in the transactions with DSAC are as follows:
– Subsidy per Statement of Financial Performance
Outstanding balances in respect of unspent conditional grants from DSAC are as follows:
22.2
Castle of Good Hope
The Iziko William Fehr Collection is housed at the Castle of Good Hope, and there is an agreement that Iziko will receive one third (1/3) of the admission fees.
The balance due to Iziko at year-end remains unpaid at 31 March 2024 and provision for impairment related to unpaid amounts included and as disclosed in Note 6, as follows:
(Refer to Note 6)
22.3 National Research Foundation
Iziko receives grant funding for a number of research projects from the National Research Foundation (NRF). Grants are awarded from 1 January to 31 December of each year and expenditure on projects are claimed for refund by the NRF monthly after the
expense has been incurred. A grant deposit is also awarded to assist in bridging the finance of NRF funded research projects.
The amounts involved in the transactions with the NRF are as follows:
Grant funds received from the NRF are arm’s length transactions and within the normal course of the NRF’s operations aimed at contributing to the Government’s objectives of meeting sustainable human capital development and promotion of a greater investment in innovation and research development.
22.4 Department of Public Works and Infrastructure
The following Iziko sites, owned by the Department of Public Works and Infrastructure (DPWI), used as exhibition and storage spaces and for administrative purposes are occupied free of charge by Iziko.
• SA Museum and Planetarium
• SA Museum Courtyard Wing
• Rust & Vreugd
• Slave Lodge
• Bo-Kaap
• SA National Gallery & Galley Annexe
• Old Townhouse
• Koopmans De Wet House
• Social History Centre
• Bertram House
• William Fehr
• Wingfield Hangar Storage
• Nelson Mandela Prison House (Madiba House)
The buildings were inspected and the market value of the rentals to the value of R 47 687 566 (2023: R 44 691 318) have been recognised as Service in Kind Income and lease expenditure in the Statement of Financial Performance as disclosed in Notes 14 and 21.
22.5 South African Heritage Resources Agency
The mission of the South African Heritage Resources Agency is a Schedule 3A public entity as per the Public Finance Management Act, Act 1 of 1999 (PFMA) and an agency of the Department of Sports, Arts and Culture and is responsible for developing norms, standards and charters for the management of heritage resources in South Africa and codes of international best practices.
During the year under review the following transactions were entered into with SAHRA by Iziko Museums of South Africa
The above transactions are conducted at arm’s length and are not influenced by the fact that the SAHRA is a public entity under the control of the DSAC.
22.6 The Art Bank of South Africa
The Art Bank of South Africa (Art bank SA) is a national programme of the Department of Sport, Arts and Culture (DSAC) and is hosted by the National Museum in Bloemfontein. The Art Bank SA is tasked with purchasing artworks from South
African artists, particularly that of emerging artists to lease and sell the artworks to South African government departments, private companies, and private individuals.
During the year under review the following transactions were entered into with the Art Bank of South Africa by Iziko
The above transactions are conducted at arm’s length and are within the normal course of operations of both entities.
22.7 South African National Biodiversity Institute (SANBI)
The South African National Biodiversity Institute (SANBI) is a section 3a public entity which is responsible for various functions related to the
conservation of biodiversity in terms of the National Environmental Management Biodiversity Act (NEMBA).
During the year under review the following transactions were entered into with SANBI by Iziko
The above transactions are conducted at arm’s length and are within the normal course of operations of both entities.
22.8 Management and Council
The two major classes of Management are Iziko’s Senior Management, and its Council. Iziko’s Senior Management consists of those persons responsible for planning, directing and controlling the activities of the entity, and Iziko’s Council is charged with the governance of the entity, in accordance with legislation. The Emoluments of Council Committee Members and Senior Management is disclosed below.
22.8.1 Emoluments of Council and Committee Members
The Audit and Risk Committee reviews the control, governance and risk management within the entity and committee members are independent.
During the previous year Ms Nomonde Mpefumlo served on the Iziko Audit Committee but received no compensation as she is an employee of an organ of state.
22.8.2 Remuneration of Senior Management: 1April 2023 to 31 March 2024
Ms
Mr P Tichmann (to 31.05.2023)
Dr NLZ Solani (from 01.07.2023)
and
During the year under review an arbitration award in the amount of R109 466 was made to Ms. C Davids, the former Director-Advancement, following a labour dispute.
Heritage Week poetry public programme, Iziko South African Museum, September 2023.
Remuneration of Senior Management: 1 April 2021 to 31 March 2023
23. Other Employee Benefits
Iziko operates pension funds that provide benefits on both defined benefit and defined contribution plans for all indefinite employees. The Alexander Forbes Retirement Fund (an umbrella fund now incorporating the Iziko Retirement Fund) and Museums Pension Fund are administered on behalf of Iziko by pension fund administrators and are governed by the Pension Funds Act (Act No 24 of 1956), as amended, while the Associated Institutions Pension Fund Act (Act No 41 of 1963) governs the Associated Institutions.
Pension Fund
An independent Board of Trustees manages each fund. The Museums Pension Fund is a
multi-employer plan. The assets of the Museums Pension Fund, which is a defined benefit plan fund, represented a funding position of 100%, and Iziko’s updated liability as at 1 April 2020 was nil.
The rules of the Museums Pension Fund were amended to include a defined contribution category, and states that no new members are allowed to join the defined benefit category with effect from 1 April 2003. All new employees appointed with effect from 1 April 2003 are required to join the defined contribution category, while the existing participating employees have remained members of the defined benefit category of the Museums Pension Fund at the existing contribution rate.
Contribution Rates
The following rates of contribution are applied:
Alexander Forbes Retirement Fund
Defined contribution category: Employee contribution is 7.5% of pensionable salary (basic salary plus annual bonus) and the employer contributes 20.62%In respect of all new employees appointed with effect from 1 July 2007 who join the Alexander Forbes Retirement Fund, the employer contributes 15%, while the contribution for existing participating employees remains the same.
Museums Pension Fund
Defined benefit category: Employee contribution is 7.5% of pensionable salary (basic salary plus annual
24. Comparison of Budget and Actual amounts
The reconciliation between the statement of financial performance, and the approved budget, as well as the comparison between actual financial performance and budget information, are presented in the Statement of Comparison of Budget and Actual Amounts.
The approved budget is prepared on the accrual basis by functional classification linked to performance outcome objectives, where possible.
bonus) and the employer contributes 20%. The employer contribution rates can fluctuate as a result of changes to the insured benefit rate
Defined contribution category: Employee contribution is 7.5% of pensionable salary (basic salary plus annual bonus) and the employer contributes 15%.
Associated Institutions Pension Fund
Defined benefit category: Employee contribution is 7.5% of pensionable salary (basic salary only) and the employer contributes 12%.
24.6
The AFS and the budget are on the same basis of accounting, but the AFS are prepared based on the nature of transactions, not functional classification.
The budget is prepared well in advance of the start of the financial year and significant differences can occur between the budget compared with actual results. In the table below explanations are provided for variances of 10% or more between the approved budget and actual results.
Capital Allocation
Capital allocations received from the DSAC amounted to R181 834 88 (2023: R5 146 817), which will be applied to various capital projects as disclosed in note 12.2
25. Contingent Liabilities
25
1 Post -retirement Medical Benefits
One (1) staff member who joined the institution before 1 October 2004 qualifies for the post -retirement medical aid benefits but have not yet elected to utilise this benefit. The estimated contingent liability is R 954 349 (2023: R 874 368 for 1 staff member).
25 2 Retention of Cash Surplus
In terms of Section 53(3) of the PFMA, public entities are required to obtain prior written approval from
National Treasury in order to retain cash surpluses that were realised in the current financial year. Based on a formula prescribed by National Treasury, Iziko has calculated that in the current year a cash surplus amounting to R 113 431 719 (2023: R 118 332 153) has arisen. A written application for the abovementioned amount to be retained, will be made to National Treasury on or before the stipulated due date.
26. Capital Commitments
Capital commitments refer to agreements entered on or before the end of the financial year for the purchase of major items of property, plant and equipment, intangible and heritage assets in subsequent accounting periods, and where delivery has not taken place at the reporting date.
27. Prior Period Errors
Prior period errors from the previous year have been discovered and corrected by restating comparative amounts in the annual financial statements.
1. During the year under review, an asset verification exercise undertaken revealed that certain heritage assets in the Social History Collections had previously inadvertently not been valued. These assets were valued and included in heritage asset listings. In addition, it was found that assets were recorded more than once in the asset registers. The
duplications have been reversed which has resulted in a decrease in the gross carrying values of the Collections. It was also found that items held on loan were erroneously included in the Social History Collections and were removed from the heritage asset listings. The net effect of these adjustments is reflected in the table above.
2. During the year under review, an asset verification exercise undertaken revealed that certain heritage assets in the Art Collections had previously inadvertently not been valued. These assets were valued and included in heritage asset listings. In addition, it was found that assets were recorded more than once in the asset registers. The duplications have been reversed which has resulted in a decrease in the gross carrying values of the Collections. The net effect of these adjustments is reflected in the table above.
28. Changes in Accounting Estimates
Depreciable assets’ original remaining useful lives have been increased in the beginning of the current period to reflect the actual pattern of service potential derived from the assets. The effect on the current period is a decrease in the depreciation charge of R2 728 341 (2023: R 2 154 978) and a decrease in the amortisation charge of R 156 588 (2023: R 47 339 to the statement of financial performance in the current period.
The effect on future periods will be a similar total increase in the depreciation and amortisation charges of R2 728 341and R 156 588 respectively in future periods.
3. During the year under review, an asset verification exercise undertaken revealed that certain heritage assets in the Library Book Collections had previously erroneously been removed from the registers. These assets were added to the collections, increasing the gross carrying value. It was also found that certain assets were duplicated and needed to be removed from the registers, which had the effect of decreasing the total value of the collection. The net effect of these adjustments is reflected in the table above.
29. Irregular Expenditure and Fruitless and Wasteful Expenditure
Irregular expenditure is expenditure other than unauthorised expenditure, incurred in contravention of, or that is not in accordance with, a requirement of any applicable legislation, including the Public Finance Management Act (Act No 1 of 1999, as amended by Act No. 29 of 1999), or any regulations made in terms of this Act.
Fruitless expenditure is expenditure that was made in vain and would have been avoided had reasonable care been exercised.
Visitors walking toward the entrance of the Groot Constantia Manor House, October 2023.
29.1 In the prior year, the value of a motor vehicle lease contract extension exceeded 15%, without prior written approval having been obtained from National Treasury, as required in National Treasury Instruction 3 of 2016/2017, which resulted in irregular expenditure in the amount of R 10 819. No losses were suffered, and Iziko did not press any criminal charges. Disciplinary steps in the form of a verbal warning were taken.
29.2 VAT on the value of the imported services was not made to SARS within 30 days from time of supply, which has resulted in the imposition of penalties by SARS amounting to R 29 666.
30. Transfer of Functions between entities under common control
On 5 October 2023 the Minister of Sport, Arts and Culture approved the transfer of the “Madiba House” described as Watervliet, portion 2 of farm 942 located at the Drakenstein Correctional Services as part of the Iziko Museums of South Africa in terms of Section 9(2) and (3) of the Declared Cultural Institutions Act 119 of 1998. The transfer date is 5 October 2023, the date of the gazette notice.
The transfer was made from the Department of Cultural Affairs and Sport Western Cape Provincial Government since it was declared a National Heritage site and therefore is therefore more appropriately placed under the custodianship of Iziko Museums of South Africa, as a national public entity.
The transfer was made at no cost to Iziko. The museum consists of two houses, which contain furniture and fittings thought to be in use by Mr Mandela during his imprisonment at what was known as the Victor Vester Prison at the time. The furniture and fittings are in process of being assessed for accessioning as heritage assets and have not
yet been included in the heritage asset balances presented in the Statement of Financial Position. Upon completion of this process, the transferred assets will be recognised as heritage assets in the financial.
The two houses and the erf are owned by the Department of Public Works and Infrastructure. The site is listed in note 22.4 as one of the sites owned by the Department of Public Works and Infrastructure (DPWI) and used as exhibition and storage spaces and for administrative purposes occupied free of charge by Iziko.
No liabilities were acquired by Iziko on the date of transfer
Income from services in kind, being the market value of the rentals received, and corresponding leasing charges amounting to R 320 400, have been recognised in the Statement of Financial Performance at the end of the financial year.
31. Segment Reporting
Iziko’s programmes are not segments in terms of the definition in GRAP 18 and therefore segment reporting is not required. Iziko has a national focus, with sites of varying sizes located in close proximity of less than a 20-kilometer radius within the central Cape Town area, which is considered one geographical area and reporting cannot be distinguished per geographic area as the information is not classified as such in Iziko’s records.
No information relating to:
(a) external revenues from non-exchange transactions and external revenues from exchange transactions or (b) total expenditure and (c) non-current assets other than financial instruments, deferred tax assets (where
Heritage Day at the Iziko Slave Lodge, September 2023.
Tourism Minister, Ms Patricia de Lille, Column of Memory, Iziko Slave Lodge, October 2023.
applicable), post-employment benefit assets, and rights arising under insurance contracts attributed to different geographical areas has been disclosed.
32. Public Finance Management Act, 1999 (Act No 1 of 1999) (PFMA)
Section 55 (2)
No material losses through criminal conduct or Fruitless and Wasteful expenditure were incurred during the year as disclosed in note 29.
Section 53 (3)
The Council may not accumulate surpluses unless prior written approval by the National Treasury has been obtained. Application was made to the National Treasury, via the Department of Sport, Arts and Culture, to be exempted from investing Iziko’s surplus funds with the Corporation for Public Deposits, as prescribed in Treasury Regulation 31. In terms of guidelines from the Treasury, the surplus arrears are to be related to accumulated surplus, as per the Statement of Financial Position at the time of application. Iziko had an accumulated cash surplus, and approval will therefore be sought to retain the cash surplus as at 31 March 2023.
Section 54 (2)
In terms of the PFMA and National Treasury Regulations 2815, the Council has developed and agreed to a framework of acceptable levels of materiality and significance.
33. Going Concern Assumption
The AFS presented herein are based on historical figures from 1 April to 31 March 2024. Iziko’s revenues have been impacted negatively as a result of the effects of the novel coronavirus outbreak and uncertainty of the future demand for museums as destinations remain. The economic downturn experienced by many countries, including South Africa, could lead to a material effect on Iziko’s operations, financial performance and position.
Council has considered the entity’s ability to remain in business and negative financial trends have been evaluated. After the financing processes had been analysed, Council has come to the conclusion that Iziko is in a solvent position and will continue to operate for the foreseeable future, Iziko has received allocation letters from the Department of Sport, Arts
and Culture (DSAC) detailing subsidy allocations which will allow the institution to function for the next three years. On the basis of the review, and in view of the current financial position, the Council has every reason to believe that Iziko will be a going concern in the year ahead and has continued to adopt the going concern basis in preparing the AFS.
34. Events after reporting date
No adjusting post balance sheet events have been recorded. On 24 May 2024, a Government Gazette number 50708 was published in which it was proclaimed by the Minister of Sport, Arts and Culture that two public entities under its control, viz William Humphreys Art Gallery located in Kimberley and the National Museum of Bloemfontein will be amalgamated into Iziko Museums of South Africa with effect from 1 April 2024.
The amalgamation could significantly impact the financial standing and operations of the museums. Currently all three entities receive an unconditional annual subsidy, relative to their size and mandate from the DSAC. All entities are solvent and are operating as going concerns. It is anticipated that the amalgamation will strengthen, not weaken, the financial stability of the combined entity. Indications are that the entities will continue to receive subsidies over the MTEF period for the next three years. Efficiency gains and cost savings through shared resources, economies of scale and reduced duplication of administrative functions are expected and may be built into future subsidy allocations by DSAC. Any changes in funding arrangements could potentially pose a risk to the combined entity. Cost savings need to be balanced against any initial integration costs and ongoing operational expenses.
35. Taxation
Iziko is exempt from taxation in terms of the provision of Section 10(1) (cA) (i) of the Income Tax Act, 1962 (Act No.58 of 1962), as amended. Iziko is exempt from VAT in terms of the provision of Section 24(1) of the Value-added Tax Act ,1991 (the Vat Act)., as amended.
Visitors in the Map Room, Iziko Slave Lodge, Heritage Day, 2023.
Annexure A: Facilities Management
Conservation and Maintenance Plan Implementation
Iziko Museums’ is currently undertaking repairs and maintenance as outlined in the CMP. Essential roof maintenance has been conducted to preserve the structural integrity of several buildings. General roof maintenance was completed on the following six buildings:
• Bertram House and Bertram House Annexe
• Koopmans-de Wet House
• Rust en Vreugd Museum and Rust en Vreugd Annexe
• SA Museum and Planetarium
• SA National Gallery
• SA National Gallery Annexe
Additionally, at ISAM, urgent roof maintenance was necessary due to significant impact from two indigenous trees, Grevillea robusta and Vachellia Karroo, and foliage near the building, which caused roof damage.
Annexure B: Donors
Iziko Museums gratefully acknowledges the generous contributions over the past year of various donors, which have assisted to supplement our subsidy from the Department of Sport, Arts and Culture, thereby making key exhibitions, educational programmes, research and training possible.
• Department of Sport, Arts and Culture
• George Washington University
• International Centre for the Study of the Preservation and Restoration of Cultural Property (South Africa Heritage Hub Project)
• National Research Foundation (NRF)
• National Research Foundation – South African Agency for Science and
• South African National Biodiversity Institute (SANBI)
• University of Cape Town – Andrew Mellon Foundation
• University of the Witwatersrand – Centre of Excellence
• US Ambassador (US Embassy) – Slave Wrecks
Public chalk artwork by Makone1 in the Amphitheatre, Iziko South African Museum, March 2024.
Security upgrades at the Iziko Nelson Mandela Prison House Museum, August 2023.
The new Iziko Mobile Museum, the Museum without Walls, arrives at the Iziko South African Museum, March 2024.
Annexure C: Partners
During 2023/24, 66 long-term partners continued to contribute in diverse ways to the successful delivery of our strategic objectives. It is noted that although not all these relationships have been formalised via Memoranda of Understanding, they are acknowledged herein as ongoing relationships that supported Iziko’s productivity and delivery.
Here is the list of partners and organisations involved with Iziko Museums’ during 2023/24:
1. Ambassade van het Koninkrijk der Nederlanden in Zuid-Afrika/Embassy of the Kingdom of the Netherlands
2. Andrew W Mellon Foundation
3. British Council | South Africa
4. British Museum: International Training Programme
5. Brown University: Centre for the Study of Slavery and Justice
6. 6. Cape Peninsula University of Technology (CPUT)
7. Cape Town Partnership
8. Cape Town Tourism
9. Castle Control Board
10. Ceramics Southern Africa, Western Cape
11. City of Cape Town
12. Commonwealth Association of Museums (CAM)
13. Consulado-Geral do Brasil na Cidade do Cabo/ Consulate General of Brazil in Cape Town
14. Consulat Général de France au Cap/French
Consulate General in Cape Town
15. Culture, Arts, Tourism, Hospitality and Sport Sector Education and Training Authority (CATHSSETA)
16. Department of Public Works and Infrastructure (DPWI)
17. Department of Science and Innovation (DSI)
18. Department of Forestry, Fisheries and Environment (DFFE)
19. DSI-NRF Centre of Excellence in Palaeosciences
20. Freedom Park
21. Friends of the Iziko South African Museum
22. Friends of the Iziko South African National Gallery
23. GeoGenetics Centre, University of Copenhagen
24. George Washington University
25. Global Biodiversity Information Facility (GBIF)
26. Global Curatorial Project on Slavery
27. Golden Arrow Bus Services
28. Groot Constantia Trust
29. Heal The Hood Project
30. HCI Foundation - The Community Transport Support Programme
31. Human Evolution Research Institute (HERI)
32. Institute for Creative Arts (ICA)
33. International Committee of Museums (ICOM)
34. Inyathelo: The South African Institute for Advancement
35. Koena Art Institute
36. Lidderdale Trust Fund
37. Michaelis School of Fine Art, University of Cape Town
38. National Heritage Council of South Africa (NHC)
39. National Library of South Africa
Tamaaf, meaning sorry - an artistic response performed at during the during the Dutch Royal visit, Iziko Slave Lodge, October 2023.
Minister of Tourism, Ms Patricia de Lille, BRICS Tourism Minsters’ visit to the Iziko Slave Lodge, October 2023.
40. National Lotteries Commission (NLC)
41. 41. National Research Foundation (NRF)
42. National Research Foundation - South African Agency for Science and Technology Advancement (National Science Week 2023)
43. Nelson Mandela Museum
44. Paleontological and Scientific Trust
45. Rhodes University (RU)
46. Robben Island Museum
47. Slaves Wrecks Project
48. Smithsonian Institution – National Museum of African American History and Culture (South African Astronomical Observatory (SAAO)
49. South African Heritage Resources Agency (SAHRA)
50. 51. South African Institute of Aquatic Biodiversity (SAIAB)
51. South African National Biodiversity Institute (SANBI)
52. Standard Bank of South Africa Limited
53. Stanford University
54. Stellenbosch University (SU)
55. The Abe Bailey Trust
56. The Rowland and Leta Hill Trust
57. University of Cape Town (UCT)
58. University of Cape Town (Department of Astronomy)
59. University of the Western Cape (UWC)
60. 61. University of the Witwatersrand (Wits)
61. US Consulate General in Cape Town
62. US Embassy in South Africa
63. West Coast Fossil Park Trust
64. Western Cape Government – Cultural Affairs and Sport (DCAS)
65. Western Cape Government – Education
Department (WCED)
The term ‘long-term partner’ is used by Iziko to denote relationships that add value and enable Iziko’s productivity and delivery over a period of more than one year and are not linked to a single project but multiple initiatives. Although some of these partners may also be acknowledged donors during the reporting period as they provided banked donor income to the institution, they also continued to act as ongoing supporters and enablers.
Project Partnerships 2023/24
During 2023/24, several partnerships were established to support specific exhibitions, research, and education projects. Formal Exhibition Agreements were forged for the following exhibition projects:
• Artist in Residence Programme: Thabo Maketha collaborated with Iziko Museums’ to present “Hope on a Horse,” a performance-art piece celebrating African futures and youth. It included a parade through the Company’s Gardens to the Iziko South African National Gallery.
• Dr. George Mahashe of the University of Cape Town’s Michaelis School of Fine Art: Partnered with Iziko Museums’ to create “Defunct Context: U406 Pavilion Prototype 2” at Iziko Bertram House.
In addition to these strategic partnerships, the Education department, Planetarium, and Digital Dome benefited from ongoing relationships that enhance sustained delivery:
• University of Cape Town and the Iziko Planetarium and Digital Dome: Iziko hosts researchers on Mondays for research activities in the Digital Dome.
• HCI Foundation and the HCI Community
Dr Blade Nzimande, Minster of Science and Innovation at the media launch of the World Science Forum, Iziko South African Museum, May 2023.
(Former) Deputy Minister, Ms Nocawe Mafu with artist, Dr Esther Mahlangu and Curator, Ms Nontobeko Ntombela, Iziko South African National Gallery, February 2024.
Transport Support Programme: Provides buses to Iziko Museums’ for use by schools and communities.
• Pan South African Language Board: Collaborated to present Deaf Awareness Month in September 2022, including the 2023 Mother Language Day public programme.
• Western Cape Department of Cultural Affairs and Sport: Collaborated to present the 2023 Mother Language Day public programme.
• Swahili Language Board of Southern Africa: Collaborated to present the 2023 Mother Language Day public programme.
• National Library of South Africa’s Centre for the Book: Collaborated to present the 2023 Mother Language Day public programme.
• Indigenous Languages Forum: Collaborated to present the 2023 Mother Language Day public programme.
• Centre for Curating the Archive – University of Cape Town and the Planetarium: Presented the Under the Dome Film Festival during Heritage Week.
• South African Astronomical Observatory: Presented the launch of the digital dome film “Rising Star.”
• IDIA Vislab (University of Cape Town) and the Dark Energy Spectroscopic Instrument (DESI): Presented a new planetarium film titled “5000 Eyes: Mapping the Universe with DESI.”
• Butterfly Art Project: Ongoing partnership bringing visitors to the South African National Gallery and its Annexe for art activities.
• Koena Art Institute: Presented an art showcase called “RIELDANS: LAAT DIE STOF STAAN” at the Iziko Learning Centre, Groot Constantia, celebrating Heritage Month 2022.
• Centre for Conservation Education: Collaborated with Iziko Museums’ to present educational programmes at Groot Constantia.
• National Research Foundation - South African Agency for Science and Technology Advancement: Collaborated with Iziko Museums’ to host National Science Week 2022.
• European Geosciences Union: Collaborated with Iziko Museums of South Africa and the University of Cape Town to present the Geosciences Information For Teachers Workshop, aiming to integrate state-of-the-art science into classrooms via primary and high school teachers.
• Women Lead Movement: Collaborated with Iziko Museums’ to facilitate the 2022 Women’s Day public programme themed “Promoting a Gender Equal Society for a Sustainable Future,” the programme included specific tours of exhibitions of “Red in the Rainbow,” “Singing Freedom,” and “Aluta Continua” exhibitions that highlight the role of women in the fight against apartheid.
• Heal The Hood Project: Collaborated with Iziko Museums’ to present the 2023 Human Rights Day public programme.
• Philippi Village in partnership with Elvis Amor: Organised an event highlighting township youth and promoting science and innovation in youth empowerment.
• B&M Scientific Project: An instrument of transformation within Western Cape communities, creating permanent positive change in the lives of South African children through entrepreneurship, science, maths, and technology. Hosted the Love Science Expo, aimed at exposing learners to the exciting opportunities awaiting them in science-related fields.
Iziko Museums
Iziko Museums/ U-Khai Art Human Rights Day Community partnership event, Iziko South African Museum, March 2024.
Representatives from Iziko, the Reunion Departmental Council and Villèle Historical Museum at the launch of Names of Freedom, Iziko Slave Lodge, December 2023.
Natural History Education Programmes
Puppet Planet
Fulbright Scholarship Fund
European Geosciences Union
UCT Geosciences Department
Two Oceans Aquarium
!Khwa Ttu San Cultural Centre
Koena Art Institute
ManVrou Collective
David Brown Collective
Cambridge University
Goethe Institute South Africa
Guardians of The Deep SANCCOB
South African National Parks
The Western Cape Bee Industry Association
Bee Inspired
Art Education Programmes
Apex High School
Western Cape Education Department
City of Cape Town
Afriworld
Home from Home
The Children’s Art Centre
Public Programmes
Rainbow Academy
Heroes Academy
The Dewandre Foundation
City of Cape Town
Pan South African Language Board (PanSALB)
WWF - SASSI
Department of Cultural Affairs and Sport
National Institute for the Deaf (NID)
SASL National Language Body, Cape Peninsula University of Technology (CPUT)
Outreach Programmes
Sol Plaatjie University
Umthombowempilo
Galeshewe Library
Judy Scott Public Library
Castle of Good Hope
The Life Start Programme
Kirkwood High School
Du Noon Public Library
Grassy Park Public library
Southfield Public Library
Bishop Lavis Public Library
Robertson Library
Harold Porter National Botanical Gardens
Science Learning Centre for Africa (UWC)
Crossroads Public Library
Masiphumelele Library
Pinelands Library
Slangrivier Library
Duvenhoks Library
Riversdale Library
Western Cape Government (National Youth Camp)
Manenberg Library
Eerste River Library
Cloetesville Library
Kirstenbosch National Botanical Gardens
Khayelitsha Library
Karoo Desert National Botanical Garden
Meadowridge Public Library
Claremont Library
Retreat CAFDA Community
Planetarium And Digital Dome
South African Astronomical Observatory
Bo-Kaap Informal Settlement
NRF – South African Agency for Science and Technology Advancement (SAASTA)
University of Cape Town (Department of Astronomy)
South African Astronomical Observatory
Social History Education Programmes
City of Cape Town Social Development Department
Stellenbosch University Theology Department
District 6 Museum
The South African Faith and Family Institute
Robben Island Museum
University of Stellenbosch and Polin Institute
Manenberg Youth Centre
Zwaanswyk High School
Ceramics Culture Connect
Amigos Bloemfontein Teachers
Langa Weavers
Tamboerskloof Farm Homeless Children
Guguletu Ward 39 Youth
Kraaifontein ROAR Centre
Youth Intervention Community Project
International Military Sports Council
Statement from The Friends of the Iziko South African Museum
The Friends of the Iziko South African Museum (ISAM) is a non-profit organisation supported by a committee of six members: Munro Bloch, Medeé Rall, Kathy Jay, Chris Beech, Debbie de Bastos, and Charlotte Honiball. The NPO is dedicated to promoting the Iziko South African Museum (ISAM), particularly the research and work of its worldrated scientists. This is accomplished through a programme of field trips and day outings that reflect the culture of the Iziko South African Museum. The Friends of the Iziko South African Museum welcomes people of all ages who are interested in learning and exploring the natural and social history of our country. Currently, membership stands at approximately 330 people.
Since the lifting of lockdown restrictions, we have resumed our activities and outings, which have been highly attended and resulted in new members joining the Friends.
Due to the museum not being open in the evenings currently, our monthly lectures were scheduled at 11:00. Unfortunately, this timing did not attract anticipated attendance levels. A telephone survey indicated that the daytime slot was unpopular among members, who also showed reluctance to continue online lectures held during lockdown. Consequently, it was decided to suspend our monthly lectures until the museum reopens in the evenings.
Our annual Geological visit to Robben Island is planned for the end of July 2024. This overnight trip, unique to the Friends of ISAM, remains very popular. Participants experience sleeping in the mediumsecurity prison dormitory and are accompanied by
a geologist who guides explorations of quarries, examines stones and their uses, and visits significant historical and cultural sites on the island. We hope that Robben Island Museum staff will join us on this trip as they did last year.
The annual Karoo fossil trip is scheduled for October, this time in the Beaufort West area. Led by Iziko Museums’ palaeontologists, participants explore the area in search of fossils, which may then be prepared and often displayed at the Iziko Museum. This trip is exceedingly popular and fills up quickly.
In early November, we have planned a weekend trip to the Cederberg mountains to study rock art and explore the area. Led by an archaeologist specializing in the Cederberg area, this trip promises enriching insights into the region.
Day outings undertaken during the year included the following:
• Exploring the new exhibits and exhibitions the Castle of Good Hope;
• Tour of the Hidden Wonders exhibition at Iziko South Africa Museum with the Curators.
• A guided tour of the Esther Mahlangu exhibition at the Iziko South African National Gallery.
• A guided tour of the Chris Barnard Heart Museum at Groote Schuur Hospital.
• A visit to a bee farm.
• The Art of the Basotho Blanket exhibition at the Sanlam Art Gallery.
• A talk and tour of the visitor’s centre at the Koeberg Nuclear Power Station.
• Tour of the Palmiet Power Station.
• Tours of the SA Breweries beer factory.
• Ladles of Love warehouse and the Baxter Theatre Complex.
Installation View: Hidden Wonders, Iziko South African Museum, 2023.
Annexure D: Exhibitions
• “Hide & Seek: Objects in Purgatory,” curated by UCT CCA Students, mentored by Amy Sephton, ISAM, opened 30 June 2023.
• “The Send Off: Interconnections of Culture and Faith,” curated by Annelize Kotze, ISAM, opened 31 August 2023.
• “Phetoho (Hope on a Horse),” curated by Andrew Lamprecht in collaboration with Thabo Makhetha, ISANG, opened 24 September 2023.
• “Humanity,” curated by Wendy Black in collaboration with The Human Evolution Research Institute at UCT, ISAM, opened 27 September 2023.
• “The Liberman Doors in Context,” curated by Andrew Lamprecht in collaboration with Hayden Proud and The Andrew Mellon Foundation, ISANG, opened 30 September 2023.
• “Local Stories of Material Culture,” curated by UCT CCA students, ISAM, opened 6 November 2023.”Names of Freedom,” curated by Shanaaz Galant, ISL, opened 1 December 2023.
• “Esias Bosch,” curated by Esther Esmyol, IR&V, opened 21 December 2023.
• “Commemorating lives under enslavement at the Cape of Good Hope – Travelling Exhibition” (AGOA version), curated by Shanaaz Galant, Nasrec Exhibition Centre, Gauteng, opened 2 November 2023.
• “My Name is February Travelling Exhibition” (Reunion Islands), curated by Shanaaz Galant, Musée de Villèle, Reunion, opened 18 December 2023.
• “Five Dragons,” curated by Andrew Lamprecht, ISANG, opened 10 February 2024.
• “Then I knew I was good at Painting - Esther Mahlangu, A Retrospective,” curated by Nontobeko Ntombela, Andrea Lewis, ISANG, opened 17 February 2024.
• “Who were the enslaved? Commemorating lives under enslavement at the Cape of Good Hope –Travelling Exhibition” (UN version), curated by Shanaaz Galant, UNITED NATIONS, NYC, USA, opened 19 March 2024.
Heritage Day visitor capturing the performance installation: Hope on a Horse, Iziko South African National Gallery, September 2023.
Curator, Shanaaz Galant with visitors at the launch of Names of Freedom, Iziko Slave Lodge, December 2023.
Curious explorers in contact with the collections. World Environment Day, Iziko South African Museum, January 2023.
Annexure E: Workshops and Conferences
• Abusisiwe Ndaba, Conference paper, presented to international entomologists on Integrative taxonomy and biogeography of ants in the genus Anoplolepis (Hymenoptera; Formicidae) in Southern Africa,” 12 July 2023.
• Amy Sephton and Nkosingiphile Mazibuko, Conference paper, presented to Museum Next GREEN MUSEUMS SUMMIT on Crafting Tomorrow: Humanity Exhibition Unveils Sustainable Gems, 26 February 2024.
• Amy Sephton (with Sibusiso Biyela and Anina Mumm (Science Link) and Dr. Wendy Black), Conference, presented to SAMA national conference on Navigating Translations Challenges for Exhibitions, 5 October 2023.
• Andrew Lamprecht, Conference paper, presented to Reimagining Heritage, Archives and Museums Convening Audience on Community Engagement - Engaging Communities, 15 February 2024.
• Andrew Lamprecht, Lecture, presented to Cape Town International Art Fair Attendees on Trends and New Directions, 18 February 2024.
• Andrew Lamprecht, Lecture, presented to the public on Curating Breaking Down the Walls, 17 May 2023.
• Andrew Lamprecht, Lecture, presented to UCT Curatorship Honours students on An Introduction to Curatorship, 13 February 2024.
• Andrew Lamprecht, Lecture, presented to UCT Curatorship Honours students on Curating Breaking Down the Walls, 7 March 2024.
• Andrew Lamprecht, Lecture, presented to UCT Summer School on Art in Motion, 25 January 2024.
• Andrew Lamprecht, Lecture, presented to UCT Summer School on Moulded by the Hands of God, 27 January 2024.
• Andrew Lamprecht, Lecture, presented to UCT Summer School on Painting and the Eye of the Beholder, 22 January 2024.
• Annelize Kotze, Lecture, presented to UCT Curatorship Honours students on Social History Narratives-Community voices in museum spaces, 22 February 2024.
• Annelize Kotze, Lecture, presented to UWC Education Department and school learners on Evolution of Indigenous Art: Community voices in Museum Spaces, 8 August 2023.
• Annelize Kotze, Lectures, presented to UCT Honours in Curatorship on the Iziko Rock Art Gallery, July 2023.
• Annelize Kotze, Seminar, presented as part of a Panel Discussion at the Encounters Film Festival on Repatriation of human remains in the story of bones, 28 June 2023.
• Annelize Kotze, Seminar, presented to Faculty of Health Sciences UCT on What is our Hair-ritage, 28 September 2023.
• Annelize Kotze, Seminar, presented to the Public on The Evolution of Indigenous art, 17 May 2023.
• Annelize Kotze, Seminar, presented to the Western Cape ArchSoc Society on Insights into the Mounting of an Exhibition of Indigenous Art in the Rock Art Gallery, 19 September 2023.
• Annelize Kotze, Seminar, presented to UWC and researchers on topics relating to the Northern Cape on Dit is a Noordkaap Ding (DINK)Ruptures and Legacies: The Northern Cape before and after the borders - film screening of Dustlands, 10 September 2023.
• Annelize Kotze, Workshop, presented to Centre for African Studies UCT on Moments of Encounter - repatriation and reburial of Sarah Baartman and the continuous objectification of women’s bodies, 7 August 2023.
• Annelize Kotze, workshop, presented to Khoe and San youth and elderly from Cape Flats communities on Intergenerational dialogues, 20 March 2024.
• Annelize Kotze, Workshop, presented to public discussion on Community voices in museum spaces: Research, reciprocity and restitution, 31 May 2023.
• Annelize Kotze, Workshop, presented to UCT academics, museum professionals, community leadership on Research of San communities, 10 November 2023.
• Atiyeh Naghizadeh, Conference paper, presented to international Entomologists on Molecular and morphological systematics of Sycophila parasitoid wasps (Hymenoptera: Eurytomidae) associated with Ficus (Moraceae), 12 July 2023.
• Dylan Clarke, Conference paper, presented to the International Polychaete Conference participants on South-West African Polychaete diversity and biogeography, 3 July 2023.
• Esther Esmyol, Conference paper, presented to UP: Exploring Visual Cultures (A)Gender Matters Conference on SA ceramics: gender matters, female ceramists and ceramic clusters, 19 September 2023.
• Esther Esmyol, Lecture, presented to UCT Curatorship Honours students on Langa, 22 February 2024.
• Esther Esmyol, Seminar, presented to the Classical Association of South Africa Western Cape Spring Meeting University of the Western Cape on A brief introduction to Greek vessels at the Social History Centre, 14 October 2023.
• Ingrid Masondo and Tshegofatso Mabaso, Workshop, presented to the Public, online on Reflections on Collective Practice, 27 June 2023.
• Ingrid Masondo, Conference paper, presented to Live on CHR’s Winter School 2023, 8 August 2023.
• Ingrid Masondo, Workshop, presented to Fellows of the New Archival Visions programme, UWC and other invited academics on Archives of Unbelonging, 2 November 2023.
• Jaco Boshoff, Lecture, presented to UCT Curatorship Honours students on UCT Honours in Curatorship students - Working with Museums programme, 22 February 2024.
International Mother Language Day, isiXhosa Spelling Bee competition, Iziko South African Museum, February 2024.
• Mikhaila Gordon, Conference paper, presented to international Entomologists on the journey thus far: A taxonomic and systematic evaluation of the Afrotropical wasp genus Netelia (Tryphoninae, Ichneumonidae), 12 July 2023.
• Mikhaila L. Gordon and Amy Sephton, Conference, presented to SAMA national conference on Biodiversity Preservation and Societal Benefits: Unveiling Hidden Wonders at the Iziko South African Museum, 4 October 2023.
• Nkosingiphile Mazibuko and Amy Sephton (with James Dicks UCT), Conference, presented to SAMA National Conference. On Material Mavericks: Integrating Sustainability Principles in Designing the Exhibition Humanity, 4 October 2023.
• Nkosingiphile Mazibuko, Wendy Black, Tessa Campbell, Amy Sephton, Conference, presented to SAMA national conference. On From Past to Future: Uniting Humanity’s Story and Transforming Museums for a Sustainable and Inclusive Tomorrow, 3 October 2023.
• Nokuthula Nhleko, Annelize Kotze, Wandile Kasibe, Wendy Black, Wayne Florence, Conference Paper, presented to Reimagining Heritage, Archives and Museums Convening Audience on Reimagining the South African Museum: Beyond the 200-year-old Wunderkammer, 13 February 2024.
Storytelling and puppetry at the CEO’s Children’s event, August 2023.
• Nokuthula Nhleko, Lecture, presented to Educators, high school learners and parents on Career Choices, 20 February 2024.
• Nokuthula Nhleko, Lecture, presented to Learners, teachers, librarians and project coordinators on Weaving indigenous languages into scientific research, 20 February 2024.
• Nokuthula Nhleko, Lecture, presented to the Public on the phylogeny and biogeography of the arid-adapted Ocymyrmex ants (Hotrod ants) in southern Africa, 26 June 2023.
• Romala Govender, Conference, presented to a Virtual Conference on Dining out in the MioPliocene on South Africa’s west coast, 9 May 2023.
• Romala Govender, Lecture, presented to Biological Science Honours class on How the West has Changed - Langebaanweg and surrounds Part 1, 28 June 2023.
• Romala Govender, Lecture, presented to Biological Science Honours class on How the West has Changed - Langebaanweg and surrounds Part 2, 27 July 2023.
• Shanaaz Galant, Lecture, presented to UCT Curatorship Honours students on Telling people’s stories. Curating the ‘Who were the enslaved?
Commemorating lives under enslavement at the Cape of Good Hope’ exhibition at the Slave Lodge, 22 February 2024.
• Simon van Noort, Conference paper, presented to international entomologists on Thirty years of sampling effort and status quo of African Darwin wasp diversity (Ichneumonidae, Hymenoptera), 12 July 2023.
• Tshegofatso Mabaso, Lecture, presented to the Public, on Politics, Art and Nation - historical formation of the Iziko South African National Gallery, 27 June 2023.
• Tshegofatso Mabaso, Seminar, presented to Public on Queering Wikimedia from the archive: anti-colonial, anti-oppression and liberatory practices in Southern Africa, 14 May 2023.
• Wayne Florence, Lecture, presented to UCT Curatorship Honours students on the intersection between Collections, Research and Exhibitions, 14 March 2024.
• Wendy Black, Conference paper, presented to Professional biological anthropologists, archaeologists, and museum curators on The HUMANITY exhibition: a model for decolonizing human evolution museum displays, 20 March 2024.
• Wendy Black, Lecture, presented to UCT Curatorship Honours students on Developing complex and engaged exhibitions from research and collections. Case study: Humanity, 7 March 2024.
Names of Freedom banners installation, Iziko Slave Lodge, November 2023.
Annexure F: List of New Acquisitions
Annexure G: Incoming and Outgoing Loans
i. Incoming Loans
Art and Social History
G. Osman - 9 objects for “The Send-Off: Interconnections of Culture and Faith” exhibition
Jacques Viljoen - 8 Artworks for Artist in “Residence” Exhibition
Thabo Maketha - 3 Artworks for exhibition showcasing Thabo Maketha’s work
Jacques Viljoen – 1 Artwork for Artist in Residence Exhibition
ii. Outgoing Loans
Natural History
A. Chinsamy-Turan, University of Cape Town (UCT) (Terrestrial Vertebrates) (4540)
A. Chinsamy-Turan, University of Cape Town (Terrestrial Vertebrates) (3168)
A. Melin, South African National Biodiversity Institute (Entomology) (2024_07)
A. Zhadan, Lomonosov Moscow State University, Russia (Invertebrate Zoology) (MI23-013)
A.C. Laufer, Hasselt University, Belgium (Invertebrate Zoology) (MI23-006)
B. L. Fisher, (California Academy of Sciences) (Entomology) (2023_07)
C. A. Simon, Stellenbosch University (Invertebrate Zoology) (MI23-015)
C. Haddad, University of the Free State (Entomology) (2024_03)
C.A. Simon, Stellenbosch University (Invertebrate Zoology) (MI23-025)
Melrose Art Gallery - 99 works from Melrose Art Gallery for the Esther Mahlangu: “A Retrospective exhibition”
University of Cape Town (UCT) - 3 artworks for the Esther Mahlangu: “A Retrospective exhibition”
Oliewenhuis Art Museum - 1 artwork from the for the Esther Mahlangu: “A Retrospective exhibition”
Pretoria Art Museum - 1 artwork from the for the Esther Mahlangu: “A Retrospective exhibition”
Wits Art Museum – 2 artworks for the Esther Mahlangu: “A Retrospective exhibition”
D. Clarke, Iziko Museums of South Africa (Invertebrate Zoology) (MI23-016)
D. Hamerton, Iziko Museums of South Africa (Terrestrial Vertebrates) (4542)
D. Naran, Albany Museum (Invertebrate Zoology) (MI23-028)
D. Williams, Hofstra University (Invertebrate Zoology) (MI23-021)
Darbyshire, T and Mortimer-Jones, K, Amgueddfa Cymru Museums of Wales (Invertebrate Zoology) (MI23-011)
Dr. Greg Hofmeyr, Port Elizabeth Museum (Terrestrial Vertebrates) (3165)
Dr. Victor Rambau, Stellenbosch University (Terrestrial Vertebrates) (3166)
F. Uiblein, Institute for Marine Research (Burgen, Norway) (Ichthyology) (MF23-004)
G. Daniels, National Museum Bloemfontein (Entomology) (2024_04)
G. Daniels, National Museum Bloemfontein (Entomology) (2024_05)
G. Hormiga, The George Washington University (Entomology) (2023_06)
G. Theron, University of KwaZulu Natal (Entomology) (2013_14)
I. Engelbrecht, Agricultural Research Council (Entomology) (2024_01)
I. Greig, Greig Foundry (Terrestrial Vertebrates) (4111)
I. Idris, Universiti Malaysia, Malaysia (Invertebrate Zoology) (MI23-010)
J. Benoit, University of Witwatersrand (Karoo Palaeontology) (7561)
J. Botha, Witwatersrand University (Vertebrate Karoo Palaeontology) (7559)
J. Botha, Witwatersrand University (Vertebrate Karoo Palaeontology) (7566)
J. Kara, Iziko Museums (Invertebrate Zoology) (MI123-009)
J. Kara, Iziko Museums of South Africa (Invertebrate Zoology) (MI23-007)
K. Mortimer-Jones, Amgueddfa Cymru Museums of Wales (Invertebrate Zoology) (MI23-018)
L. Spanneut, Aix Marseille Université - Centre Européen de Recherche et (Terrestrial Vertebrates) (3167)
L. Chamorro, Smithsonian National Museum of Natural History (Entomology) (2023_12)
L. Norton, University of Witwatersrand (Karoo Palaeontology) (2024-01)
L. Prendini, American Museum of Natural History (Entomology) (2023_11)
L. Prendini, American Museum of Natural History (Entomology) (2023_13)
L. R. Harris, Nelson Mandela University (Invertebrate Zoology) (MI23-020)
M. Lisher, Iziko Museums (Ichthyology) (MF23-002) M. Pavia, University of Turin (Cenozoic Palaeontology) (4878)
M. R. Lipinski, Department of Forestry Fisheries and Environment (Invertebrate Zoology) (MI24-001)
O. Gon, South African Institute for Aquatic Biodiversity (Ichthyology) (MF23-003)
Half the Sky, by Gavin Jantijes
P. Engelbrecht, Cape Town Science Centre (Terrestrial Vertebrates) (3169)
P. Hutchings, Australian Museum (Invertebrate Zoology) (MI23-014)
P. Hutchings, Australian Museum (Invertebrate Zoology) (MI23-017)
P.G. Hawkes, Afribugs, South Africa (Entomology) (2023_03)
P.G. Hawkes, Afribugs, South Africa (Entomology) (2023_04)
P.G. Hawkes, Afribugs, South Africa (Entomology) (2023_05)
Prof. G. Bybee, University of Witwatersrand (Karoo Palaeontology) (7563)
R. Vasily, Russian Academy of Science (Invertebrate Zoology) (MI23-012)
S. Daniels, University of Stellenbosch (Entomology) (2023_10)
S. Holt, Bloemfontein Museum (Terrestrial Vertebrates) (4543)
S. M. Dippenaar, University of Limpopo, South Africa (Invertebrate Zoology) (MI23-019)
Critical Discussions with (FLTR) Louisa Zondo, Kumi Naidoo, Paul Tichmann and Bongani Ndhlovu, Iziko South African Museum, July 2023.
S. M. Dippenaar, University of Limpopo, South Africa (Invertebrate Zoology) (MI23-024)
S. Mynhardt, Stellenbosch University (Terrestrial Vertebrates) (4541)
S. Viana, Iziko Museums of South Africa and University of Cape Town (Invertebrate Zoology and Ichthyology) (MI23-023)
S.M. Dippenaar, University of Limpopo (Invertebrate Zoology) (MI23-008)
T. Bird, National Museum of Namibia (Entomology) (2024_02)
T. Darbyshire, Amgueddfa Cymru Museums of Wales (Invertebrate Zoology) (MI23-026)
T. Dikow, Smithsonian National Museum of Natural History (Entomology) (2024_06)
T. Kronestedt, Swedish Museum of Natural History (Entomology) (2023_09)
T. Samaai, Iziko Museums of South Africa and Department of Forestry Fisheries and Environment (Invertebrate Zoology) (MI23-022)
T.P.A. Botha, University of Cape Town (Invertebrate Zoology) (MI23-027)
W. Strumpher, Ditsong National Museum of Natural History (Entomology) (2023_08)
Annexure H: List of Peer Reviewed Publications
• Masondo, I., 2023. The Art Institute of Chicago Field Guide to Photography and Media. Edited by Antawan I. Byrd, Elizabeth Siegel & Matthew S. Witkovsky (pp. 196-197). Yale University Press. https://yalebooks.yale.edu/ book/9780300266887/the-art-institute-ofchicago-field-guide-to-photography-and-media/
• Dal Pos, D., Claridge, B., Diller E., van Noort S., Di Giovanni, F. 2023. Still counting: new records, nomenclatural notes, and three new species of Phaeogenini (Hymenoptera, Ichneumonidae, Ichneumonidae) from the Afrotropical region. European Journal of Taxonomy 868(1): 1-71. https://doi.org/10.5852/ejt.2023.868.2105
• Ndaba, A., Munyai, T.C., Mbanyana, N., van Noort, S. and Janion-Scheepers, C., 2023. Now you see me, now you don’t: verifying the absence of alien invasive yellow crazy ant Anoplolepis gracilipes in South Africa. Frontiers in Insect Science, 3, p.1176810. http://dx.doi.org/10.3389/ finsc.2023.1176810
• Kawahara, A.Y., Storer, C., Carvalho, A.P.S., Plotkin, D.M., Condamine, F.L., Braga, M.P., Ellis, E.A., St Laurent, R.A., Li, X., Barve, V. and Cai, L., 2023. A global phylogeny of butterflies reveals their evolutionary history, ancestral hosts and biogeographic origins. Nature Ecology & Evolution, 7, 903–913. https://doi.org/10.1038/ s41559-023-02041-9
• Jauharlina, J., Quinnell, R.J., Robertson, H.G., Compton, S.G., 2023. The effects of seasonal changes on the dynamics of a fig tree’s pollination. Acta Oecologica, 120, p.103918. https://doi.org/10.1016/j.actao.2023.103918
• Black, W., Chiwara-Maenzanise, P., Horwitz, L.K., Walker, S.J., Chazan, M. 2023. Kathu Pan 6:
Observations on the First Known Buried HighDensity Open-Air Holocene Occupation on the Southern Margin of the Kalahari Basin. Journal of African Archaeology, 21(1), pp.1-19. https://doi. org/10.1163/21915784-bja10023
• Jiangzuo, Q., Rabe, C., Abella, J., Govender, R. and Valenciano, A., 2023. Langebaanweg’s sabertooth guild reveals an African Pliocene evolutionary hotspot for sabertooths (Carnivora; Felidae). Iscience, 26(8). https://doi.org/10.1016/j. isci.2023.107212
• Doughty, M.B., Tucker, R.T., Govender, R., Avery, G., 2023. The contribution of abiotic markers in interpreting the taphonomic weathering of Homiphoca long-bones from Langebaanweg, South Africa. Journal of African Earth Sciences, 206, p.105022. https://doi.org/10.1016/j. jafrearsci.2023.105022
• Reynolds, T, van Noort, S. 2023. Two new species of the genus Cryptopimpla Taschenberg (Hymenoptera, Ichneumonidae, Banchinae) with an updated key to African species. Journal of Hymenoptera Research 96: 667-696. https://doi. org/10.3897/jhr.96.104038
• Janion-Scheepers, C., Potapov, M. and Deharveng, L. 2023. New and little-known Isotominae (Collembola, Isotomidae) from South Africa. Zootaxa, 5346(3), pp.337-347. https://doi. org/10.11646/zootaxa.5346.3.8
• Eckert, M., Gaigher, R., Pryke, J.S., JanionScheepers, C. and Samways, M.J., 2023. High trait diversity among soil arthropods allows their survival in a heterogeneous eco-agricultural mosaic. Soil Biology and Biochemistry, 186, p.109180. https://doi.org/10.1016/j. soilbio.2023.109180
• Bendel, E.M., Kammerer, C.F., Smith, R.M. and Fröbisch, J., 2023. The postcranial anatomy of Gorgonops torvus (Synapsida, Gorgonopsia) from the late Permian of South Africa. PeerJ, 11, p.e15378. https://doi.org/10.7717/peerj.15378
• Schwartz, J., van Noort, S., Johnson, N.F. 2023. Species of the Old World genus Dichoteleas Kieffer (Hymenoptera, Scelionidae). ZooKeys 1182(1): 183-205. http://dx.doi.org/10.3897/ zookeys.1182.104943
• Cruaud, A., Rasplus, J-Y., Zhang, J., Burks, R., Delvare, G, Fusu, L., Gumovsky, A., Huber, J.T, Janšta, P., Mitroiu, M-D, Noyes, J.S, van Noort, S, Baker, A., Böhmová, J., Baur, H., Blaimer, B.B, Brady, S.G., Bubeníková, K., Chartois, M, Copeland, R.S., Dale-Skey Papilloud, N., Dal Molin, A., Dominguez, C., Gebiola, M., Guerrieri, E., Kresslein, R.L., Krogmann, L., Lemmon, E., Murray E.A., Nidelet, S., Nieves-Aldrey J.L., Perry, R.K., Peters, R.S., Polaszek, A., Sauné, L., Torréns J., Triapitsyn, S., Tselikh E.V., Yoder, M., Lemmon, A.R., Woolley, J.B., Heraty, J.M. 2023. The Chalcidoidea bush of life: evolutionary history of a massive radiation of minute wasps. Cladistics, 40(1), pp.34-63. http://doi.org/10.1111/cla.12561
• Mbanyana, N., Blaimer, B.B, Le Roux, J.J., van Noort, S., Brady S.G., Wossler T.C. 2023. Out of the desert: Paleoclimatic changes drove the
diversification of arid-adapted Ocymyrmex ants in southern Africa. Molecular Phylogenetics and Evolution 191, 107977. https://doi.org/10.1016/j. ympev.2023.107977
• Pickering, R., Ervens, B., Jesus-Rydin, C., Wingate, L., Beniest, A., Mazibuko, N., Sephton, A., Panieri, G. 2023. How language can be a path away from neo-colonialism in geoscience. Nature Geoscience 16, 1071-1072. https://doi.org/10.1038/s41561-02301337-6
• Grant, H. E., Ostrovsky, A.N., Jenkins, H.L., Vieira, L.M., Gordon, D.P., Foster, P.G., Kotenko, O.N., Smith, A.M., Berning, B., Porter, J.S., Souto, J., Florence, W.K., Tilbrook K.J., Waeschenbach, A. 2023. Multiple evolutionary transitions of reproductive strategies in a phylum of aquatic colonial invertebrates. Proceedings of the Royal Society B, 290(2010), p.20231458. http://doi. org/10.1098/rspb.2023.1458
• Sidor, C.A., McIntosh, J.A., Gee, B.M., Hammer, W.R., Makovicky, P.J., Smith, N.D., Smith, R.M.H., Tabor, N.J., Whitney, M.R. and Woolley, C.H., 2023. The Fremouw Formation of Antarctica: Updated vertebrate fossil record and reevaluation of highlatitude Permian-Triassic paleoenvironments. Earth Science Reviews, 246, p.104587. https://doi. org/10.1016/j.earscirev.2023.104587
The Whale Well a hive of activity on Heritage Day, Iziko South African Museum, September 2023.
• Koutsoukos, E., Compton, S.G., van Noort, S., Avtzis, D.N., Askew, R.R. 2024. A new species of Ormyrus Westwood (Hymenoptera, Ormyridae) developing in figs of Ficus microcarpa in Europe. European Journal of Taxonomy 917(1): 170-193. https://doi.org/10.5852/ejt.2024.917.2397
• Mitroiu, M.D., Rasplus, J.Y. and van Noort, S., 2024. New genera of Afrotropical Chalcidoidea (Hymenoptera: Cerocephalidae, Epichrysomallidae, Pirenidae and Pteromalidae). PeerJ, 12, p.e16798. http://dx.doi.org/10.7717/ peerj.16798
• van Noort, S., Broad, G. 2024. Wasps of the World - A Guide to Every Family. Princeton University Press. 240 pages https://press.princeton.edu/ books/hardcover/9780691238548/wasps-of-theworld
• Moffat, R., van Noort, S., Coetzee, J., Hill, M. 2024. Biotic resistance towards Hydrellia egeriae, a biological control agent for the aquatic weed Egeria densa, in South Africa. African Entomology 32: e15718. https://doi.org/10.17159/22548854/2024/a15718
• Mnguni, S.P., Labuschagne, T., de Waal, P.J., van Noort, S., Greeff, J.M. 2024. The occurrence of sequential oviposition in fig wasps and the implications for interpreting sex ratio data. Ecological. Ecological Entomologist 1-4. https:// doi.org/10.1111/een.13319
• Potapov, A.M., Chen, T.W., Striuchkova, A.V., Alatalo, J.M., Alexandre, D., Arbea, J., Ashton, T., Ashwood, F., Babenko, A.B., Bandyopadhyaya, I., Baretta, C.R.D.M.et al. 2024. Global fine-resolution data on springtail abundance and community structure. Scientific data, 11(1), p.22. https://doi. org/10.1038/s41597-023-02784-x
• Benoit, J., Kammerer, C.F., Dollman, K., Groenewald, D.P., Smith, R.M.H., 2024. Did gorgonopsians survive the end-Permian “Great Dying”? A re-appraisal of three gorgonopsian specimens (Therapsida, Theriodontia) reported from the Triassic Lystrosaurus declivis Assemblage Zone, Karoo Basin, South Africa. Palaeogeography, Palaeoclimatology, Palaeoecology, 638, p.112044. https://doi. org/10.1016/j.palaeo.2024.112044
• Darbyshire, T. and Kara, J., 2024. Redescription of Arabella iricolor (Montagu, 1804) with descriptions of two new species from the United Kingdom and South Africa. African Zoology, pp.121. https://doi.org/10.1080/15627020.2024.2306 421
• Katharoyan, C., Peer, N., Landschoff, J., Griffiths, C.L., Samaai, T., Beeslaar, D. 2024. Kelp holdfasts in the Great African Seaforest provide habitat for diverse assemblages of macroinvertebrates. Aquatic Biology, 33, pp.33-45. https://doi. org/10.3354/ab00766
Annexure I: List of Other Publications
• Lamprecht, A. 2023. Squaring the Circle. A text reflecting on Jill Trappler’s exhibiton “Parallel Intersections”. Jill Trappler Artist Website (online) https://www.jilltrappler.co.za
• Lamprecht, A. 2023. Art, Fashion and Futures: Africa Day at the Iziko South African National Gallery. Iziko News https://www.iziko.org. za/2023/06/15/art-fashion-and-futures/
• Clarke, D., Darbyshire, T., Mortimer, K. 2023. Wonderous Worms. Iziko News https://www.iziko. org.za/2023/07/04/wonderous-worms/
• Kotze, A. 2023. Ancestral Remains and decolonisation of museum spaces. UWC News online Ancestral Remains and decolonisation of museum... | UWC
• Lamprecht, A. 2023. Stairways and Ruins. Iziko News. https://www.iziko.org.za/news/stairwaysand-ruins/
• Lamprecht, A. 2023. Introduction. In Transitions Lionel Smit (ed), Lionel Smit Studio, 3pp
• van Noort, S. 2023. A new Darwin parasitoid wasp species from Grootbos Private Nature Reserve. Iziko News. https://www.iziko.org.za/news/a-newdarwin-parasitoid-wasp-species-from-grootbosprivate-nature-reserve/
• van Noort, S., Reynolds, T. 2023. New species of Darwin wasps discovered. Iziko News. https:// www.iziko.org.za/news/new-species-of-darwinparasitoid-wasps-discovered/
• Ackermann, R., Black, W. 2023. Evolution revolution: how a Cape Town Museum exhibit is rewriting the story of humankind. The Conversation, 18 October. https:// theconversation.com/evolution-revolution-how-acape-town-museum-exhibit-is-rewriting-the-storyof-humankind-214788
• Mbanyana-Nhleko, N., Harmans, S., Ngcangisa, T., Kilimani, N., Kasibe, W. 2023. Celebrating 200 years of IsiXhosa as a written and published language. https://www.iziko.org.za/ news/celebrating-200-years-of-isixhosa-as-awrittenand-published-language/
• van Noort, S. 2024. New book on Wasps of the World published. https://www.iziko.org.za/news/ new-book-on-wasps-of-the-world-published/
• Mbanyana-Nhleko, N., van Noort, S. 2024. Hotrod ants! Iziko News. https://www.iziko.org.za/news/ hotrod-ants/
• Kasibe, W. 2024. Race “science’ and the forgotten odyssey of Ota Benga. Cape Times
• van Noort, S., Broad, G. 2024. The Wonderful World of Wasps. Princeton University Press Ideas Essay. https://press.princeton.edu/ideas/thewonderful-world-of-wasps
Annexure J: List of Research Projects
• Amy Sephton and Nkosingiphile Mazibuko –Design-led exploration of Neo-colonialism in the geosciences, as experienced by EGU participants
• Andrea Lewis - Esther Mahlangu
• Andrew Lamprecht - Breaking Down the Walls
• Andrew Lamprecht - Re-imagining IOTH
• Andrew Lamprecht - Triangle of Communication
• Annelize Kotze - African Collections Futures
• Annelize Kotze - Reveal and Connect Scotland
• Claire Browning - Palacrodon - redescription of the type specimen
• Claire Browning - Revision of the basal rhynchosaur, Eohyosaurus wolvaardti.
• Claire Browning - Triassic archosaur microwear
• Claire Browning, Sibusiso Mtungata, Zaituna Skosan, Wendy Taylor - A temporal calibration of archosaur evolution following the End-Permian mass extinction: Insights from the Cynognathus Assemblage Zone of South Africa
• Dylan Clarke - SEAMAPS: Mapping marine biodiversity to detect change and support South Africa’s ocean economy.
• Dylan Clarke - South West African Polychaete diversity and biogeography
• Dylan Clarke - Untangling the identity crisis of South Africa’s bristle worms: the legacy of John Day - Magelonidae
• Emil Krupandan - Isotopic Insights into Langebaanweg Carnivoran and Prey Taxa Diet and Niche Partitioning
• Emil Krupandan - Taxonomic, Histological and Phylogenetic Analyses of southern African Sauropodomorph dinosaurs
• Esther Esmyol - Developing a diverse ceramics collection at Iziko
• Esther Esmyol - South African contemporary ceramics
• Ingrid Masondo - Le Rencontres de Sud (Encounters of the South)
• Ingrid Masondo - The Struan Robertson archive
• Ingrid Masondo, Tshegofatso Mabaso and Andrea Lewis - Environmental research
• Jaco Boshoff - Lost Potential: the shipwrecks of the English East India Company on the South African Coast
• Jaco Boshoff - Lovedale College King Williams Town collection
• Jaco Boshoff - Wrecks, Encounters and Peoples: Mobilising Dutch East India Company collections for new global stories
• Jyothi Kara and Wayne Florence - Barcoding and DNA Bank Research
• Lynn Abrahams - Decolonising SA’s House Museums
• Lynn Abrahams - Democratic SA’s National Estate and its role in nation formation
• Lynn Abrahams - Oral history research: resistance and liberation
• Melissa Boonzaier-Davids and Wayne FlorenceSystematics and Phylogeny of Bryozoa
• Nokuthula Nhleko - Impact of mining and habitat rehabilitation on ant diversity (Hymenoptera: Formicidae) in the West Coast Fossil Park, South Africa
• Nokuthula Nhleko - Unravelling the biogeographical history of the southern African ant genus Ocymyrmex (Hymenoptera: Formicidae): an integrative approach.
• Nokuthula Nhleko - Unravelling the taxonomy and biogeographical history of arid-adapted ant genera (Hymenoptera: Formicidae) in southern African: using an integrative approach employing both molecular and morphological data.
• Roger Smith and Claire Browning - Field evidence for recurrent drought episodes in the Karoo Basin during the Early Triassic hyperthermal and their effect on the post-extinction tetrapod populations.
• Romala Govender - Investigation of seal and cetacean fossils from Saldanha Steel
• Romala Govender - Mio-Pliocene Marine Mammals from Southern Africa’s South-Western Coast and their Palaeoenvironments
• Romala Govender - Terrestrial carnivore damage to fossil seals from Langebaanweg
• Romala Govender - West Coast Fossil Park new site excavation.
• Shanaaz Galant – Global Curatorial Project
• Shanaaz Galant - New exhibition: timeline with 3 threads: Cape Slavery, South African History and Global Slavery
• Shanaaz Galant – Re-imagining the Slave Lodge Museum
• Simon van Noort - Agricultural pests: fruit flies and olive associated insects collaboration with Julian Haran, Tertius Grove , Laura Benoit, Pia Addison, Barbara van Asch, Ellenorgh Allsop, Langley J, Cornwall M, Powell C, Costa C, Guilbert E,
• Simon van Noort - Chalcidoidea systematics and evolution collaboration with Jean-Yves Rasplus and Astrid Cruaud (France) Steve Compton Rhodes University); Lucian Fusu, Mircea Dan Mitriou, Alex Gumovsky, Roger Burks, Gerard Delvare
• Simon van Noort - Platygastroidea collaboration with Norman Johnson and Lubo Masner (USA)
• Simon van Noort - Systematics Afrotropical Chrysididae collaboration with Lynn Kimsey, Bob Copeland, Paulo Rose
• Simon van Noort - Systematics and biology of Afrotropical Lepidoptera collaboration with Hermann Staude, Eugene Moll, John Grehan, Colin Ralston and about 30 other researchers
• Simon van Noort - Systematics of Afrotropical Bethylidae collaboration with Celso Azevedo
• Simon van Noort - Systematics of Afrotropical Braconidae collaboration with Donald Quicke; Buntika Butcher; Julien Haran, Gavin Broad, Travis Guy, Andy Bennet, Paul Hebert
• Simon van Noort - Systematics of Afrotropical Dryinidae collaboration with Massimo Olmi, Bob Copeland
• Simon van Noort - Systematics of Afrotropical Ichneumonidae. Collaboration with Conrad Matthee (University of Stellenbosch); Gavin Broad (NHML); Ilari Sääksjärvi (University of Turku, Finland), Pascal Rousse, Terry Reynolds, Claire Villemant, Sean Brady, Bernardo Santos. Taipani Hopkins
• Simon van Noort - Systematics of Afrotropical Megalyridae collaboration with Scott Shaw
• Simon van Noort - Systematics of Afrotropical Orussidae collaboration with Lars Vilhelmsen, Stephan M. Blank
• Simon van Noort - Systematics of Afrotropical Proctotrupidae collaboration with Matt Buffington, Bob Copeland
• Simon van Noort - Systematics of Afrotropical Symphyta. Collaboration with Frank Koch, Lars Villhelmsen, Stephan Blank, Henry Goulet
• Simon van Noort - Systematics of Afrotropical Trigonalidae collaboration with Bob Copeland
• Simon van Noort - Systematics World Cynipoidea collaboration with Matt Buffington, Mattias Forshage, Johan Liljeblad, Chang-Ti Tang
• Terry Reynolds-Berry - Systematics of Afrotropical Ichneumonidae
• Tessa Campbell - Investigating the archaeology of disease
• Tshegofatso Mabaso - Queer Cultural Heritage
• Wendy Black - Ancestral remains in Iziko Collections
• Wendy Black - Connecting cultural identities through oral histories and genetics
• Wendy Black - Holocene genomes in Southern Africa
• Wendy Black - Proteomic analysis of ostrich eggshell residue
• Wendy Black and Jaco Boshoff - Ancient wine analysis
Annexure K: Education and Public Programmes
i. Workshops and Holiday Programmes
Education Workshops and Holiday Programmes Presented
Department
Education Glynn Alard 3-6/04/23 Puppet Planet 4-day April school holiday programme for school learners including programmes for the Planetarium, Natural History, and Social History. Glynn Alard coordinated the Holiday Programme.
Education Anton van Wyk 4/04/23
Education Thandi Nqubelani 4/04/23
Puppet Planet Natural History partnered with Puppet Planet on April holiday programme, participants explored Iziko Natural collection of Karoo fossils, learnt about Therapsids, and created their own Therapsid Mask.
Puppet Planet Natural History partnered with Puppet Planet on April holiday programme, participants explored Iziko Natural collection of Karoo fossils, learnt about Therapsids, and created their own Therapsid Mask.
Education Lungile Gadezweni 27 June 2023 Johannesburg Institute for Advanced Study
Discussion on politics, art and nation on the historical formation of the Iziko South African National Gallery as well as politics and political history of public art institutions and museum infrastructure.
Education Najumoeniesa Damon 23 June 2023 SAFFI Youth Day Workshop concentrating on the introduction of dignity amongst the youth with the focus on the Men Affirming Dignity exhibition and Slavery.
Two-day symposium including Iziko staff from R&E and C&E departments delivering 6 presentations on their work and research to the public.
World Penguin Day On 25 April 2023, an interactive workshop on World Penguins Day, was attended by Red River Primary, Grade 5,30 learners and 3 Teachers.
Education Glynn Alard 18/05/23 Iziko International Museum Day
Interactive workshop on Hunters and Herders was presented to Maitland High, Grade 8’s,58 learners and 3 teachers in the Discovery Room.
Education Glynn Alard 08 June 2023 World Oceans Day Awareness Programme Awareness programme centred around the Marine exhibitions.
Education Anton van Wyk 20 May 2023 World Bee Day Awareness programme centred around the Bees and Pollination exhibition.
Education SH Najumoeniesa Damon 4 July 2023 June/July holiday Programme
Education SH Najumoeniesa Damon 3 August 2023 Department of Science and Technology Indigenous medicine
Education SH Najumoeniesa Damon 23 August 2023 John Ramsey High School Remembrance of Abolition and Slavery
Education SH Najumoeniesa Damon 21 September 2023 City of Cape Town Social Development Department Women Empowerment Programme
Education SH Najumoeniesa Damon 22 September 2023 City of Cape Town Social Development Department Women Empowerment Programme
Education SH Najumoeniesa Damon 7 September 2023 Stellenbosch University Theology Department Slavery In South Africa
Education Workshops and Holiday Programmes Presented
Department Educator Date Client/ Partner
Education Lungile Gadezweni 03. 08. 23 Sea Point Primary
Education Lungile Gadezweni 23. 08. 23
Education Rory Emmett, Thamsanqa Mnkani and Andrew Lamprecht (curator of ‘Breaking Down the Walls’)
Education Rory Emmett and Thamsanqa Mnkani
4/04/23
Description
Indigenous Plant Medicine (National Science Week)
John Ramsamy High International Day of the Remembrance of Slave Trade and its Abolition
Puppet Planet
23/09/2023
Equilibrium Organisation
Natural History partnered with Puppet Planet on April holiday programme, participants explored Iziko Natural collection of Karoo fossils, learnt about Therapsids, and created their own Therapsid Mask.
The workshop and gallery activity formed part of the ‘in_herit Festival’ to commemorate Heritage Day 2023 and included 48 learners from various high schools who attend the youth leadership programme at Equilibrium Organisation based in Eersterivier. The programme was well received and enjoyed by all.
NH Education Anton van Wyk and Glynn Alard 25 July 2023 Pinelands High School Human Evolution workshop for Grade 12 learners focusing on Darwin and Stone Bones Exhibition; including an interactive activity session examining the skulls and completing a worksheet.
NH Education Nelson Kilimani AugustSeptember 2023
SAPS Museum Iziko Museums of South Africa went into collaboration with SAPS Museum in Muizenberg, on Taxidermy transfer skills project. Nelson Kilimani was assigned for the task. A project plan and a progress report were developed and adhered to. Nelson fixed the horse. The SAPS Museum highly appreciated the assistance.
NH Education Anton van Wyk, Glynn Alard and Thandi Nqubelani 5 July 2023 Puppet Planet
NH Education hosted a Therapsids Mask Making workshop as part of the holiday programme. Participants were also given a tour of Stone Bones and African Dinosaurs Exhibitions.
NH Education Glynn Alard 5 July 2023 Dr. Linda Mbeki Conference presentation: Coercive Colonial Labour Extraction.
NH Education Glynn Alard 11 July 2023 Fullbright Fund Exploration of Indigenous Music
NH Education Glynn Alard 1 to 30 Sep Koena Art Institute Through Our Eyes: Indigenous Art Showcase
NH Education Glynn Alard 22 September Manvrou Collective
NH Education Glynn Alard 19 September ArchSoc
NH Education Glynn Alard 22 September SANBI
Economy of Bloodlines dialogue and educational tech launch
Presentation to ArchSoc on landscape heritage.
Presentation to Kirstenbosch Gardens staff on Heritage Day celebration
NH Education Glynn Alard 30 September Filmmakers Noem my Skollie film screening to Cape Flats Youth groups.
NH Education Thandi Nqubelani 14-15 July City of Cape Town Social Development Department
NH Education Anton van Wyk 5September 2023 Arbor Day in Company’s Gardens
NH Education Thandi Nqubelani and Anton van Wyk 24 September 2023
Heritage Day
Iziko Museums’ in collaboration with WWF-SA, Shark Spotters and Experi- Buddies hosted a 2-day Shark Awareness Day programme,14&15 July 2023. Thandi Nqubelani coordinated the programme.
NH Education in collaboration with City of Cape Town, hosted Rosendal Primary, Grade4’s,80 learners for Arbor Day programme. Anton van Wyk coordinated the programme.
Thandi Nqubelani and Anton van Wyk participated in the Iziko Heritage Day Event. We hosted a workshop on Rock Art in the Discovery Room. Participants were to create their own Rock Art paintings inspired by the Linton Panel. Sunday School from Wellington and the general members of the public participated in the workshop.
Department
Education Workshops and Holiday Programmes Presented
Educator Date
Education Rory Emmett; Tamsanqa Mnkani; Anton van Wyk; Glynn Alard; Thandi Nqubelani; Nelson Kilimani; Najumoeniesa Damon; Mathipa Sebitsiwa; Luzuko Dalasile.
01 October 2023 – 31 December 2023
Client/ Partner
Nkwezana School; Groote Schuur Primary; Parkhurst Primary; Star College Bridgetown; Disa Primary; SAPS museum Muizenberg; Kraaifontein Roar and Treatment Centre; Homestead Project; City of Cape Town; Steppingstones Sports Club; Balls not Guns; Goethe Institute Science Film Festival; Apex High School; Children’s Art Centre; Balls Not Guns/ Baz Art; District 6 Museum; Nkazimlo Primary School; University of the Western Cape
Description
20 education programmes in the form of learner workshops, film festivals, awareness days, and holiday programmes were presented to a variety of audiences.
World Environment Day, Iziko South African Museum, Jan 2024.
World Bee Day, Iziko South African Museum, May 2023
ii. Brochures and Educational Material Distributed
Education Resources, Brochures and Work Packs Developed and Distributed
Natural History, Social History
Glynn Alard Anton van Wyk Najumoeniesa Damon
World Oceans Day Awareness Programme, World Bees Day Awareness Programme, Grade 10 Slavery Heritage Task and Memorandum, Trials of Slavery Nigel Worden
Shark World Brochure; Seed and info pack; Careers Tri-fold Brochure; Careers pamphlet; Iziko Nelson Mandela Prison House Museum; Sodalite rock sample; Slavery in South Africa.
Activity packs and worksheets
60 19/03/2024 Samples of various plant remedies prepared for participants from within the Khoisan traditional healing
10 29/02/2024 & 08/03/2024 10 worksheets on San People were given to York Road and Marconi Beam Educators, as consolidation, of their booked lesson.
4 21/03/2024 Formal and visual analysis of artworks from the Iziko Permanent collection.
01 October 2023 – 31 December 2023
234 educational materials were distributed which includes, power-point presentation, sky maps, booklets, lesson plans, training materials, and posters.
iii. Planetarium
The Solar System 60 32 30 June Material was distributed to attendees of the International Asteroid Day programme.
Sky Map + Sky Tonight presentation: April 2023
Sky Map + Sky Tonight presentation: May 2023
Sky Map + Sky Tonight presentation: June2023
Sky Map + Sky Tonight presentation: January 2024
Sky Map + Sky Tonight presentation: February 2024
Sky Map + Sky Tonight presentation: March 2024
Sky Map + Sky Tonight presentation: October 2023
Sky Map + Sky Tonight presentation: November 2023
Sky Map + Sky Tonight presentation: December 2023
The Solar System Poster design (A4)
The Solar System Poster design (A1)
Sky Map + Sky Tonight presentation: July 2023
Digital format online
Digital format online
Digital format online
Digital format online
Downloadable online 01 April 2023
Downloadable online 01 May 2023
Downloadable online 01 June 2023
Downloadable online 01 January 2024
Digital format online Downloadable online 01 February 2024
Digital format online
Digital format online
Digital format online
Digital format online
Downloadable online 01 March 2024
Downloadable online 01 October 2023
Downloadable online 01 November 2023
Downloadable online 01 December 2023
1250 1000 31 July to 4 August
20 20 31 July to 4 August
Digital format online
Downloadable online 01 July 2023
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
Learner packs were packaged to be distributed on Outreach during National Science Week.
Large A1 posters of the solar system to supplement the Outreach activities for National Science Week. Posters used to demonstrate the solar system workshop to learners.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
Title
Sky Map + Sky Tonight presentation: August 2023
Sky Map + Sky Tonight presentation: September 2023
Planetarium Show programme brochure
Planetarium Resources, Brochures and Work Packs Developed and Distributed
Digital format online
Digital format online
Downloadable online 01 August 2023
Downloadable online 01 September 2023
8000 3500 8 September 2023
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
The map shows the night sky visible above Cape Town at 21:00 in mid-November 2023. It was published on the Iziko Museums’ website, allowing visitors to download and print it. Patrons in the planetarium were encouraged to download this map during the Sky Tonight talk.
A comprehensive brochure with the planetarium shows scheduled from July 2023 to January 2024 is distributed to public at the various museum sites, including distribution via the Mobile Museum on outreach programmes.
iv. Special Education Programmes
Department
Education Natural History 2023/2024 Q1-Q4
4 special education programmes were presented by the natural history educators. The programmes took place at the South African Museum and the Company’s Gardens. The special education programmes presented are aligned to the school curriculum.
• World Bee Day, 20 May 2023
• Shark Awareness Day, 14 July 2023
• Goethe Science Film Festival, 06 October 2023
• Our Roots Through Time, 19-20 March 2024
Education Art 2023/2024 Q1-Q4
Education Social History 2023/2024 Q1-Q4
Education Planetarium 2023/2024 Q1-Q4
4 special education programmes were presented by the art educators. The school programmes are aligned with the school curriculum. The special education programmes took place at The Annexe and the South African National Gallery.
• Africa Day, 25 May 2023
• Apex Learner Showcase, 20 October 2023
• International Artist’s Day, 25 October 2023
• Baz Art Holiday Programme, 28 March 2024
4 special education programmes were presented by the social history educators. The programmes involve Iziko Museums’ social history sites.
• “I am the Flag” campaign, 03 June 2023, 15 June 2023, 24-25 June 2023.
• Through Our Eyes, 1 - 30 September 2023
• 16 Days of Activism, 25 November 2023 - 10 December 2023
• Iziko Nelson Mandela Prison House Museum programme, 04 March 2024
4 special education programmes were presented by the planetarium staff in the Iziko Planetarium and Digital Dome. The programmes involved planetarium shows which supports the school curriculum and creates public awareness.
• International Asteroid Day, 30 June 2023
• National Science Week 2024, Thursday, 30 - 31 August 2023
• World Space Week, 06 October 2024
• Skymaps, Jan - March 2024
iv. Special Education Programmes
Date
Outreach Programmes Presented
Wednesday 2023/04/05 Vulamathuba Empumelelo, Vulamathuba Learning Centre, Justin Street, Brooklyn
Careers Expo for Youth Day commemoration, Iziko Mobile Museum Presentations and Mobile Museum Exhibitions
Mobile Museum exhibition and hands-on activities
Mobile Museum exhibition and hands-on activities
Winter Holiday Programmes, Mobile Museum exhibition and hands-on activities.
Winter Holiday Programmes, Mobile Museum exhibition and hands-on activities.
Winter Holiday Programmes, Mobile Museum exhibition and hands-on activities.
Winter Holiday Programmes, Mobile Museum exhibition and hands-on activities.
Winter Holiday Programmes, Mobile Museum exhibition and hands-on activities.
Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
National Science week Outreach, Curriculum related presentations and Mobile Museum exhibitions.
Mini-Science Week Expo, Curriculum related presentations and Mobile Museum exhibitions.
Callie De Wet Sport Stadium Hall, Robertson Dept Cultural Affairs and Sport, Western Cape Library Service and Langeberg Municipality Oral History Initiative roll-out.
Thursday, 2023/10/19 Riversdale Library, 50 Van Den Berg St, Riversdale (Hessequa Local Municipality)
Wednesday, 2023/11/08 Khayelitsha Library, Corn of Bonga & Sulani Drive, Nonkqubela Link Site B. Khayelitsha
Thursday, 2023/11/09 Pan South African Language Board (PanSALB) in collaboration with the Department of Cultural Affairs and Sport, South African National Library, Iziko Museums of South Africa, City of Cape Town, University of the Western Cape, Cape Peninsula University of Technology, and Western Cape Language Committee Guga Sthebe, Washington Rd, Langa (Celebrating 200 years of IsiXhosa as a written and published language Programme).
Autumn Holiday Programme: Mobile Museum exhibition and hands-on activities.
Autumn Holiday Programme: Mobile Museum exhibition and hands-on activities.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions for ECD learners.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
Presentations and Mobile Museum Exhibitions
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
Presentations and Mobile Museum Exhibitions
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
Presentations and Mobile Museum Exhibitions
Presentations and Mobile Museum exhibitions on Celebrating 200 Years if IsiXhosa as a written and published language.
Presentations and Mobile Museum exhibitions on Celebrating 200 Years if IsiXhosa as a written and published language.
Heritage Day in the Iziko Planetarium, September 2023.
Outreach Programmes Presented
Thursday, 2023/11/30 Sun Valley Primary School, Brigantine Ave, Sun Valley, Cape Town
Friday, 2023/12/01
Saturday, 2023/12/02
Friday, 2023/12/08
Sea Point Primary School, 14 Main Dr, Sea Point, Cape Town
VWS Open Day 2023, Newlands Fire Base, Union Ave, Newlands
National Youth Camp by Western Cape Department of Sport, Arts, Culture (DSAC) in partnership with the National Department of Sport, Arts and Culture; Western Cape Department of Education, Love Life hosted at Waterval Country Lodge, Tulbagh.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
School Outreach: Curriculum related presentations and Mobile Museum exhibitions.
Volunteer Wildfire Services Open Day Outreach: activities and raising awareness about wildfires and fynbos through presentations and Mobile Museum exhibitions for the public.
National Youth Camp: long week programme hosted in Tulbagh. The primary aims of the Youth Camp are to contribute towards an active young population which is:
• To promote social cohesion, nation building and national identity among South Africans using sport and recreation as a catalyst.
• Addressing challenges of eliminating poverty, unemployment, illiteracy, and other symptoms of under development.
• Eliminate racism, xenophobia, sexism and other aspects of intolerance.
• Empower youth to make an active contribution towards sustainable economic environment through community projects. The programme also included the Career Exhibition Day on the 8th December 2023, which is where the Iziko Mobile Museum participated through creating awareness about careers in museums and the heritage sector in general. The participants were 120 learners chosen from the 8 Western Cape Education Departments education districts; 15 from each district.
Thursday, 2023/12/14
Saturday, 2023/12/16
Monday, 2023/12/18
Manenberg Library, Cnr Sabie Road & Manenberg
Gugs Reconciliation Day Race NY 49 Gugulethu Stadium.
Eerste River Library, Cnr Bobs Way and Beverley Street, Eerste River
Thursday, 22/02/2024 Kirstenbosch National Botanical Gardens, Rhodes Dr, Newlands.
Friday, 23/02/2024 Khayeltsha Library, Corn of Bonga & Sulani Drive, Nonkqubela Link Site B, Khayelitsha
Summer Holiday Programme: Mobile Museum exhibition and hands-on activities
Reconciliation Day Race: originally named the Amy Biehl Race, after the young American anti-apartheid activist who was murdered in Gugulethu in 1993.
The challenge was initially established to promote positive relations among the people of Mzansi. And while this focus is still part of its philosophy today, the event is also about encouraging a running culture in areas on the outskirts of the city.
The annual foot race invites participants to trot through the vibrant township of Gugulethu as part of either a 10km jog or a short 4.2km fun run. The longer race takes runners past local landmarks, including Gugulethu Square Mall and Gugulethu Junction, and on to Manenberg, which was separated from Gugs under the Group Areas Act during apartheid, before heading back to the NY49 Stadium, where both races start and where the prize giving takes place at the end.
Exhibitors like Iziko Mobile Museum join the event to create awareness about activities related to Social Cohesion.
Summer Holiday Programme: Mobile Museum exhibition and hands-on activities.
Summer Holiday Programme: Mobile Museum exhibition and hands-on activities.
Biodiversity High School Career Expo: presentations and exhibitions related to Biodiversity were presented to high school learners who were invited from different high schools.
High School Career Expo: presentations and exhibitions related to museum careers were presented to different schools around Khayelitsha.
School Outreach: presentation of Khoi and San lessons to grade 5 learners using Mobile Museum exhibitions and educational material.
Friday, 01/03/2024 Worcester Secondary School, Stynder St, Worcester Karoo Desert National Botanical Garden Biodiversity High School Career Expo: presentations and exhibitions related to Biodiversity careers.
Friday, 01/03/2024 Hoërskool Breërivier, 38 Noble St, Worcester Karoo Desert National Botanical Garden Biodiversity High School Career Expo: presentations and exhibitions related to Biodiversity careers.
Friday, 01/03/2024 Villiersdorp Secondary School, Serruria St, Villiersdorp Karoo Desert National Botanical Garden Biodiversity High School Career Expo: presentations and exhibitions related to Biodiversity careers.
Thursday, 14/03/2024 Curro Century City - Primary School, Socrates Way, Century City, Cape Town
Monday, 18/03/2024 Meadowridge Public Library, 30 Howard Dr, Meadowridge, Cape Town
School Outreach: presentation to grade 5 learners using Mobile Museum exhibitions and educational material.
National library week: presentation to school learners invited as part of library week using Mobile Museum exhibitions and educational material.
National library week: presentation to school learners invited as part of library week using Mobile Museum exhibitions and educational material.
School Outreach: presentation to grade 5 learners using Mobile Museum exhibitions and educational material.
Human Rights Day -Outreach - Iziko Mobile Museum, Kasi Culture Services and NACOSA partnership through mobile museum hand-on activities, sport and gender-based violence discussions.
Easter Holiday Programme: presentation, hands-on activities for youth invited using Mobile Museum exhibitions and educational material as part of Easter holiday programme.
Easter Holiday Programme: presentation, hands-on activities for youth invited using Mobile Museum exhibitions and educational material as part of Easter holiday programme.
Easter Holiday Programme: presentation, hands-on activities for youth invited using Mobile Museum exhibitions and educational material as part of Easter holiday programme.
Installation view: Humanity exhibition, Iziko South African Museum, September 2023.
vi. Public Programmes
Presented
Twelve (12) public programmes in 2023-24 were hosted to commemorate the following national and international days:
1. Human Rights Day
2. Freedom Day;
3. International Museum Week;
4. Africa Day;
5. Youth Day;
6. International Nelson Mandela Day;
7. Women’s Day;
8. Heritage Month;
9. World Aids Day;
10. Slave Emancipation Day;
11. Reconciliation Day;
12. International Mother Language Day;
vii. Researchers, Interns and Work Integrated Learning Students Hosted
No.
1. Fisher Aaqeel Education (21-22 June 2023) Camps Bay High, Grade 10
2. Davids Imaan Education (21-22 June 2023) Camps Bay High, Grade 10
3. Titus Carmen Maria Collections and Ditisation Iziko Museums
4. Tamsanqa Mnkani Education (01 April 2023 – 31 March 2025) DSAC
5. Masande Mfenyana Finance (06 June 2023) Northlink College
6. Miracle May Exhibitions 19 June 2023 – 08 July 2023 UCT CCA
7. Aiden Nel Exhibitions 19 June 2023 – 08 July 2023 UCT CCA
8. Aaliya Dramat Exhibitions 19 June 2023 – 08 July 2023 UCT CCA
9. Vida Madighi-Oghu Exhibitions 19 June 2023 – 08 July 2023 UCT CCA
10. Sweeney Erin Exhibitions 19 June 2023 – 08 July 2023 UCT CCA
11. Du Plooy Tyra Education Northlink College
12. Nongonyane Vuyelwa Education
13. Kali Sinothando Education
14. Sithenkosi Biko Education
15. Lalala Limpho R&E
16. Msimanga Phumzile R&E
17. Mhlambiso Thabiso R&E
WCED: Gardens Commercial High School
WCED: Gardens Commercial High School
WCED: Table View High
DSI-HSRC Intern
DSI-HSRC Intern
DSI-HSRC Intern
No. Surname
18. Ngcangca Songo R&E
19. Burns Britney R&E
20. Ngandlela Nomsimelelo R&E
21. Titus Carmen Maria C&D
22. Mason Alonzo C&D
23. Sobantu Abongile C&D
24. Ntokozo Filane Advancement
25. Parkington Alice C&D
26. Minnaar Chervonne C&D
27. Mathina Lindokuhle Education
DSI-HSRC Intern
DSI-HSRC Intern
DSI-HSRC Intern
Art Bank of SA
Art Bank of SA
Art Bank of SA
Art Bank of SA
Art Bank of SA
Art Bank of SA
Art Bank of SA
28. Dweba Aqhama Customer Services Northlink College
29. Skotha Lungiswa Customer Services Northlink College
30. Sonamzi Aliziwe Customer Services Northlink College
31. Spenuka Spenuka Customer Services Northlink College
32. Nkabinde Bongumenzi Rocky Customer Services Northlink College
33. Pama Athenkosi Customer Services Northlink College
34. Mofokeng Itumeleng Education Northlink College
35. Botozo Lwandiso Collections and Ditisation Stellenbosch Museum
36. Mbaleki Yomzi Christina Collections and Ditisation Stellenbosch Museum
37. Mjikwa Sibabalwe Collections and Ditisation Phillipi Village
38. Damoyi Siyakha Collections and Ditisation Phillipi Village
39. Pitolo Zolani Collections and Ditisation Phillipi Village
40. Matolengwe Zolani Collections and Ditisation Phillipi Village
41. May Simamkele Collections and Ditisation Phillipi Village
42. Ndlovu Siyabonga Collections and Ditisation Organic Talent
43. Sapepa Solam Collections and Ditisation Organic Talent
44. Morison Kristeen Collections and Ditisation Organic Talent
45. O’Connor Peter Collections and Ditisation External (other)
46 Rhode Mikayla Collections and Ditisation University of the Western Cape
47. Mvimbi Yanathi Collections and Ditisation University of the Western Cape
48. Pretorius Nicola Collections and Ditisation University of the Western Cape
49. Heleba Sinoxolo Collections and Ditisation University of the Western Cape
50. Nyuka Sizwe Collections and Ditisation University of the Western Cape
viii. Post-Graduate Students
Iziko curators supervised/ co-supervised the following postgraduate students:
R&E
Abusisiwe Ndaba UCT
R&E Atiyeh Naghizadeh UCT
R&E Annelize Kotze UCT
R&E Robyn Humphreys UCT
R&E Dylan Clarke UWC
R&E Xavier Middleton UCT
R&E Jayden Collison UCT
ix.
Post-Doctoral Research Associates
R&E
Dr. Melissa Boonzaaier-Davids
R&E Dr. Terry Reynolds-Berry
R&E Dr. Jyothi Kara
R&E Dr. Tessa Campbell
R&E Dr. Emil Krupandan
R&E Dr. Mikhaila Gordon
Annexure L: Annual Attendance Indicators
i. Visitor to the Museum
ii. Website Activity
iii. Social Media
Annexure M: Materiality and Significance
Framework for the 2023-24 Financial Year
1. Definitions and standards
• Audited financial statements: 2023/2024 (AFS)
• Approved annual budget: 2023/2024 (AAB)
• Approved Strategic Plan: 2020-2025 (ASP)
• Event: An activity that has the elements of income and expenditure
• Trading venture: An activity that has the elements of buying and selling of products and/ or services.
• Total income: Total income, excluding the income from events and trading ventures
• Total expenditure: Total expenditure, excluding event and trading venture expenditure
2. Applicable sections of the PFMA
• Section 50(1)
• Section 54(2)
• Section 55 (2) Section 66(1)
3. Treasury regulation
• 28.1.5
Iziko
Fiduciary duties of accounting Authority
1. Accounting authority must-
a) on request, disclose to the Executive Authority responsible, all material facts which in any way may influence the decisions or actions of the Executive Authority
Section 50
a) Any unbudgeted transaction of which the amount exceeds 1% of the total value of assets per AFS)
b) Any budgeted event where income is a legitimate expectation where the actual income is less than 5% of the total expenditure.
c) Any trading venture where income is exceeded by expenditure by more than 0,5% of income.
d) Total actual income is less than budgeted income by more than 0,5% of budgeted income.
e) Total actual expenditure is more than budgeted income by more than 0,2% of budgeted expenditure.
f) Total actual expenditure is more than budgeted income by more than 0,2% of budgeted expenditure
Section 54
2. before a public entity concludes any of the following transactions, the Accounting Authority for the entity must promptly and in writing inform the relevant treasury of the transaction and submit relevant particulars of the transaction to its Executive Authority for approval of the transaction:
a.) participation in a significant partnership, trust, unincorporated joint venture, or similar arrangement
b.) acquisition or disposal of a significant shareholding in a company
c.) acquisition or disposal of a significant asset
Any transaction of which the amount exceeds 1% of the total value of assets per AFS.
a. Any unplanned event that affects the core purpose or mandate of an entity per the ASP
b. Any activity that is outside the parameters of each public entity’s enabling legislation
d.) commencement or cessation of a significant business activity
Any transaction of which the amount exceeds 1% of the total value of assets per AFS
Any unplanned event per the ASP that may affect the core purpose or mandate of the entity.
Any unplanned event per the ASP that may affect the core purpose or mandate of the entity.
Any unplanned event per the ASP that may affect the core purpose or mandate of the entity.
Any unplanned event per the ASP that may affect the core purpose or mandate of the entity
Section 55
Annual Report and Annual Financial Statements Value (Quantitative) Nature of Event (Qualitative)
3. the annual report and financial statements must:
b) include particulars of:
i. any material losses through criminal conduct and,
ii. any irregular expenditure and fruitless and wasteful expenditure that occurred during the year.
iii. any losses recovered or written off
Restrictions on Borrowing, Guarantees and Other Commitments
a) Any loss of which the amount exceeds 1% of the total value of assets per AFS
b) Any loss of a National Estate as defined in section3 of the National Heritage Resources Act, 1999 (Act No. 25 of 1999)
All All
Any unplanned loss per the ASP that may affect the core purpose or mandate of the entity.
All All
Section 66
(Quantitative)
4. Iziko Museums’ may not enter into any financial commitment beyond its approved budgets and its accumulated reserves N/A N/A
Interior, Nelson Mandela Prison House Museum, August 2023.
Acknowledgements
Iziko Museums of South Africa is committed to working closely with all key stakeholders to foster a strong network of collaboration between related organisations, both nationally and internationally. Iziko values these partnerships, and recognises them as essential to meeting the objectives of the organisation. We gratefully acknowledge the significant ongoing financial support from:
ACKNOWLEDGEMENTS
The managers and staff of all the departments of Iziko are thanked for their contributions. Design, layout and printing: Printetc (Pty) Ltd
Available electronically at: http://www.iziko.org.za/static/page/annual-reports
