A Collection of Exemption Tips and Ideas

Home schooling exemption form now online

Needing help for your home schooling journey?

Sometimes it’s not best to look at another’s exemption until after you’ve had a go at doing your own first. Otherwise all you can think to write is what you’ve seen in the other person’s sample exemption application. Have a go at writing yours after reading the material below and then have someone look at it before sending it in.

The Exemption application is NOT user friendly, is it? A very intimidating document it is!

However, most of the people behind it, the ones who assess it when you send it back, are pretty positive about home education: they’ve seen the results and they like what they see.

In addition, once you get past the document’s jargon and intimidating approach, you will discover that it affords you more freedom and flexibility than you will ever meet again from a government department!! Believe it or not, there are NO legal requirements or compulsory subjects!! All you must do is “satisfy” the MoE that the child “will be taught at least as regularly and well as in a registered school” as you see in the application. That is ALL the law requires.

So the first question asks to explain your knowledge and understanding of the broad curriculum areas YOU INTEND TO COVER. Note: it is what YOU intend to cover and as they say in question 2, it is YOUR curriculum vision they want to see explained, not the MoE’s, not the neighbour next door or the school down the street…..they want to read in your own words what YOU intend to do. The list of subjects you’ll see on the exemption application form is only a guide…it is not a list of subject you are required to teach. You can pick and choose from that list or do something completely different. As long as you can clearly and competently explain what your intentions are and how you plan to go about it (that’s question 2) and how you’ll know you’re making progress (that’s quesiton 7, I think, the one on assessments), the MoE will virtually always give you your exemption.

There is an expectation that you’ll provide an academic as opposed to an agricultural or domestically focussed education.

As long as you cover what most would cosider the basic stuff: reading, writing, arithmetic, history, science in one way or another, you should be fine. The exact list of subjects, which ones you emphasis, which ones you treat lightly, which ones you leave out, which ones you add in which they haven’t got listed….it is all up to you.

The first question basically wants you to outline your understanding of the subject areas you intend to cover with your child. The answer would depend upon the child’s academic level and what you want to teach. Just think over the next year or so and describe that kind of stuff. Note that this is really only a statement of intent: once you get your exemption you can change as much as you like but you’ll never have to re-negotiate the exemption!!

The second question wants you to take a topic of your choice: so look at one of the subject areas, break it down into subtopics, then each of those into its component parts. Choose one of the sub-topics or component parts and describe a lesson plan over the next couple of months as to how you would go about presenting that topic: there are lectures, field trips, reading books, internet, projects, write a play, a poem, an essay, go talk to an expert, go to the library, etc., etc. The question on assessments is easy. Because you observe your child nearly all day, everyday, you know when the child has understood the material and when he has not. So you do an informal assessment based on intimate observation. That’s all that’s needed. You may do the odd oral quiz or written one you make up yourself. You may get a hold of formal tests which are available here or there.

The rest of the questions are pretty straight forward.

Let me add a bunch of other stuff I’ve written in the past to others which may be of some help in getting a vision for what you’re going to be doing.

All the best!

Home education is a ticket to a vast amount of freedom and flexibility to put together a curriculum that would be tailor made for your son, one that would afford him the best education possible. If you were to bring him home so that it is just the two of you for most of the day, you would already have more advantages, vastly superior, to even the most gifted of teachers in the most expensively equipped classrooms….and that is before we even start talking about curriculum resources! What I mean is this: no one on this earth is more motivated for your son’s success than you. No one is more willing to spend the blood, sweat, toil and tears that may be required to see him mature to full manhood.

No one knows him better than you. No one has already done more for him than have you…..you couldn’t PAY anyone to do what you have already done for him over those past 11 years. No one else except perhaps your husband/his dad is as close to him, has his trust as much, is the one with whom he feels most secure. No one else can see when he understands, and when he is struggling. No one else is willing to be with him 24 hours a day, 7 days a week, 365 days a year, which means no one else will ever be able to observe him as closely and come to know his interests, passions, aspirations, abilities, inclinations, aptitudes and favourite/most efficient ways in which he learns and assimilates knowledge. As I say, even gifted teachers can only dream about such advantages which you already possess by default. Education and schooling are two very different things. Schooling is what your son has experienced up til now. If you bring him home and teach him yourself, you can give him a true education. We are talking of a lot more than just a certain body of head knowledge and a few skills. We are talking about the ability to use that knowledge and those skills in the proper way, for the proper purposes, in the context of the real world of the home, the market place, the community and the workplace. That is, you can pass on to him what you know, what you know he REALLY needs to learn, all those lessons in life (the most important ones of all) which I’m certain you will agree you did not learn in the classroom. You can pass on the attitudes, values, standards, concepts of right and wrong, good and bad, wise and unwise, that you are personally convinced about, rather than the ones that just get slipped to him in what they call the “hidden curriculum” at schools. You can train his character and build in the character qualities you know his future employers, his future wife, his future children will want to see in him and that he will definitely need to possess. You can help him to see how the knowledge he gains fits into the “big picture”.

The most important and useful thing you can do for him is both motivate him to learn and at the same time give him a vision for taking upon his own shoulders, as appropriate, more and more of the responsibility for his own education. Once he sees that the whole world is his oyster, you may have trouble holding him back, not that you’d want to do that necessarily; but you both will not have trouble filling in your day, wondering what to study and investigate next: your problem will be that there are not enough hours in the day to follow up all the leads you want to follow.

Believe it or not, the law, the Education Act, does not require even schools to teach anything in particular: they have to be open for so many hours and they must teach from a “secular” perspective (“with no religious instruction or observance”) and there is an expectation that they will be getting sex education, but that is as far as the Act itself goes. It does say the schools much teach according to the syllabus handed down from the Minister of Education (a career politician, please allow me to point out, as opposed to a career educationalist) in the Gazette from time to time. What this means is that you have a maximum amount of freedom to put together your own curriculum from whatever materials you prefer. I know this is frustrating at first: why doesn’t someone just hand you the recipe, A, B, C, for you can easily follow that. But please do not overlook the opportunity to give your son the best education he’s ever likely to be offered….and you are the one who can offer it and can most definitely deliver it, regardless of your qualifications or lack of them. Your own personal confidence level and commitment are the deciding factors, not any set of text books or resources or pre-existing ability.

There is no recognised body of knowledge that young people need to know in order to succeed in the New Zealand of the 21st century. What the MoE pushes through the schools is merely their current (politically determined) guess. You, on the other hand, are not politically motivated, but have a much better grasp on the realities of everyday life in the real world.

Run with that. There are many local home education support groups out there, many email discussion groups just in NZ, many networks for swapping ideas and curriculum materials. There are many educational philosophies out there, and various learning styles and various teaching styles. Yes, these things require a bit of investigation, but again, you have other advantages in a home education situation that mean you can relax a fair bit about the passage of time as you and your son together investigate these things. Actually the investigation itself is a very useful and practical educational project! These extra advantages I mean here, in addition to the ones I already enumerated, are those of the tutoring or mentoring situation you will have with just you as teacher/guide/mentor and your son the student. One-on-one instruction coupled with a vigorously interactive format is the most efficient form of learning full stop.

For simplicity we normally think of all the academic objectives as sitting in two baskets. The first are the basic skills that must be MASTERED: the 3 Rs: reading, writing and arithmetic. These do take a fair bit of intensive tuition in order to master, not just become passable at. Reading, being a form of information intake, includes listening. One must be an accurate reader and listener, comprehending as much as possible, and discerning the difference between reasoned debate and sheer propaganda, between an honest critique and a sales pitch, between fact and opinion, etc. Writing is not just penmanship, spelling and grammar, but also composition of tightly reasoned, logical and well constructed essays. Being a form of information output, writing also includes public speaking, the ability to face an audience of one or a thousand and deliver with confidence a prepared or an extemporaneous talk on a subject of interest or importance. Arithmetic would be to master all the maths that you as an adult use and need on a day to day basis: it probably doesn’t include trigonometry or calculous and may only include some very basic concepts from geometry and algebra. I could add a fourth R: research skills. The child who has mastered these basic skills in this first basket can then teach himself virtually anything after than, with a bit of guidance from you. The second basket contains everything else, and can be covered most effectively by simply reading good books together, watching good videos and educational CDs, doing projects together and field trips and discussing them. This second basket can also be done with a family of several different age groups at the same time: simply expect more from the older ones, less from the younger ones.

Most of what we expect to be doing and producing as a “Home School” is counter productive: desks, blackboards, textbooks, lectures, assignments, home work, marking, standardised tests. These are all logistical developments to cope with the school setting of one teacher and 25 children. None of these things are needed – or useful – to the tutoring / mentoring situation. Because of the distractions, interruptions, strict timetables, necessity to change subjects at every 45 minute interval, the necessity to move at a pace too fast for some and too slow for others and totally irrelevant to still others, the politicised nature of the subjects taught, the enforced recess breaks and lunch times, the length of time it takes to get 25 children sitting in the same room, focused and turned to the same page in the same text book, the boring nature of text books, the mixed abilities and mixed backgrounds and mixed worldviews of the 25 students, plus many other factors….because of all these you can do at home in two hours what could easily take two weeks to accomplish in the typical school classroom.

The implication is, don’t even try to copy the conventional school approach to schooling in the classroom, but instead go for real-life education in the real world. Yes, this takes a bit of climbing up a steep learning curve at first, but doing it together becomes a very profitable exercise in real-world education.

There is formal learning: when parents directly teach, instruct or explain with or without text books or work books. This may more accurately be called formal teaching, for one is not too sure about the learning going on, especially if the children are not allowed to ask questions. If only the teacher asks questions, it is a good bet that little learning is going on.

There is informal learning, when you are discussing a book you are reading together or to them, or interacting over the things seen along the way as you drive from A to B. This is the heart of mentoring: reading and discussing and interacting together over all the issues of life as they come your way. Remember the three year old’s incessant “Why?” questions?

You never want them to stop asking those questions, for when they do, it may mean they have blocked the in-take routes and are no longer filled with that natural curiosity. In free discussions encourage questions, all questions, any questions.

They will not come at you in a logical fashion, starting with grammar and going step by logical step through all there is to know and then changing to maths and taking it step by incremental step as one would find in a conventional school’s scope and sequence. (Actually NZ schools stopped doing this ages ago and now follow a constructivist philosophy wherein the teachers no longer have an agreed body of knowledge to pass on nor are they thought of as repositories of wisdom and knowledge, but are now facilitators whose job it is to provide children with learning opportunities where they can explore and discover and construct their own bodies of knowledge – and arrive at their own personal custom-made concepts of truth and reality, free from the fixed biases of by-gone generations. Hey, I’m not making this up! Go ask a state teacher!) But they will come at you with questions which follow links in their own minds, links that you can strengthen and introduce to other links or ones that you can show to be invalid, unwise, unwholesome, etc., because YOU are the authority, you ARE the authority, you are THE AUTHORITY in your children’s life, just as it should be, just as they need.

There is incidental learning which your children just pick up as you go about your daily business, things that are caught rather than taught. This includes much in the area of character training, which may be far more important and valuable to your children when it’s all said and done than their academic accomplishments.

There is self-learning, self-instruction that takes place when the children have free play, pursue hobbies, experiment on their own, are set tasks and put in charge or made responsible for regular chores, or when they just sit down and start reading for their own enjoyment and edification.

Then there is learning that takes place when you aren’t even there: when they join clubs, go to scouts, church groups, camps, sports teams, visit Uncle Ted up the valley and help milk the cows, etc. As long as they are awake, they are learning something.

The curriculum is all waking hours. Fairly flexible that, not necessarily organised to the last detail. In fact, most home educators who start off really formally soon become rather informal. And those who start off really informally soon become even more informal, and may appear to outsiders to be goofing off all day. It is just that they are pursuing knowledge in a more effective method of reading, discussion, exploration, experimentation and discussion. There may be precious little “work” produced as in schools, but that is because “school work” is another one of those logistical requirements of schools to ensure the children are in fact doing “something”, for the teacher cannot possibly know where each child is up to.

It is a bit unusual to be declined straight out on the first application. It is, however, a regular occurance that they will send a rather negative sounding letter that is only asking for more information. Sometimes this letter is mistaken for being turned down.

If in fact you were turned down, the process of appealing to the secretary for education, Karen Sewell, may not be the best…from my reading of the Education Act, the secretary’s decision is final. Now that “final” clearly applies to that particular exemption application. I hope it does not apply to any subsequent applications you may make to the Min of Ed.

What we normally advise is, if you are turned down, rather than appeal, just drop it and make a brand-new, fresh application. Then the question of the decision being “final” is avoided.

Our experience over the past 20 years is that the Min of Ed does more or less play fair…and if you make a fresh application, it will be assessed on its own merits and not “tarnished” by your earlier exemption that was turned down.I’m not a lawyer. Our charitable trust, the Home Education Foundation, is not a lobby group to pressurise the Min of Ed or anyone else. We try to ensure we provide accurate and helpful information.

The Picoh Report of 1988 which prompted the Labour Government’s “Tomorrow’s Schools” policy changes said quite clearly that home schooling was a “right” enjoyed by parents since the first Education Act was set up back in 1877. The attitude of the present Min of Ed is not quite the same: they say parents have a “right” to apply for an exemption, but not an automatic “right” to home school.

Having said that, the only hurdle to getting an exemption is putting together an application for exemption that will “satisfy” the Ministry that the child “will be taught at least as regularly and well as in a registered school.”

Note some of the key words:

“satisfy”…undefined and undefinable. That is because, believe it or not, there are no objective, legal standards that you have to meet. There is no requirement in the Ed Act for even state schools to teach reading, writing, arithmetic or anything else. They are required to be open, children are required to attend, teaching is required to be done from a “secular” perspective, but children are not required to learn anything in particular and the schools are not required to teach anything in particular (except private schools: they are legally required to inculcate the principles of citizenship and patriotism.) What this means for you is that an exemption application is nearly a blank cheque, allowing you an incredible degree of freedom and flexibility to put together your own curriculum tailor made to your child’s needs, abilities, level, capabilities, interests and aspirations.

“taught”…the assessment of the exemption application is on what you plan to teach, not what the child may or may not learn. Now, the Min of Ed does have a long standing policy of looking for a basic academic programme in your applicaiton: that is, you plan to teach reading, writing, arithmetic and maybe science and history somehow, and that your programme is not exclusively gardening, home economics, baby care, shopping, landscaping, car maintenance, pet care, etc.

“regularly”…this means only “some commitment to routine” (words straight from the Min of Ed’s exemption documents).

You can provide a timetable that is very detailed to the last half hour, or you can provide a broad-stroke plan that merely metions that you plan to hit maths and english on Mon, Wed and Fri mornings, reading and history on Tue and Thur mornings with the afternoons free to pursue projects, visit the library, science experiments, sports, etc. “well”…means giving “evidence of planning and balance” (words straight from the Min of Ed’s exemption documents). What they’re looking for is that you have a plan and know how to work the plan. They want to see what you “intend” to do; how you intend to do it; and how you’ll know you’re making progess.

The exemption applicaiton is a statement of intent…it is not a contract. You are telling the Min of Ed what you PLAN to do…you are not promising to do it. I asked the Min of Ed in the Head Office in Wellington what happens if parents change from what they originally wrote in their exemption applications. “Of course parents will change from what they originally wrote,” the Min of Ed replied. “In fact, we’d be worried if they DIDN’T change.” I asked the ERO (Education Review Office) the exact same question, and received the exact same answer, as if they’d read it from the same script! So the Min of Ed expects you to change from what you write, and neither they nor the ERO will hold you to it. As long as you can clearly explain what you are planning to do and show that you know what you’re doing, you should be fine. Occassionally a Min of Ed person will return your exemption and say something like you need to include social studies and technology. This is simply not true. You do not need to include anything in particular. It may be you’ve struck a new staff member. Or it may be their way of saying, “If you include this, we’ll quickly approve your application with no further delay, so we can get it off our desk, and you can get started,” knowing that there is no legal requirement for you to do more than “plan” to teach social studies and technology…whether you actually end up teaching them is another thing altogether.

This kind of thinking puts most home educators right off: they like to mean what they say. And they don’t like the implication that they can sit around doing nothing in particular, for they have decided to home school specifically to give their child an education. But the point I’m trying to emphasise is that the application process really doesn’t bind you to anything in particular while at the same time giving you and incredible amount of freedom and felxibility to design your own personalised curriculum…one you can change, update and modify at will.

So, what you write in your application is not nearly as important as the way you write it. You want to be full of enthusiasm, brimming with confidence and competence, bursting with imaginative ideas…and your child can’t wait to get started! Being keen, knowing what you’re planning to do and clearly communicating your plans with imagination and excitement…these are the things that make the Min of Ed “satisfied”.

The first question (on some exemption application forms) has to do whether your child could or would be classified as special needs. If you can, do not mention any such special needs if they are minor such as dyslexia or dispraxia or mild autism or a physical disability. Some of these things are definitely an issue in the class room, but your home education programme is not going to be done in a classroom with all the attendant noise, confusion, vying for attention, misbehaviour, and group manipulation/control techniques the teachers are forced to use. No. You are in a one-to-one tutoring or mentoring situation, the best educational set up imaginable. And so your child’s dyslexia or dyspraxia or autism or whatever may not be an issue AT ALL for you as the child’s parent in this one-on-one scenario.

Another reason to avoid going into this area with the MoE when applying for an exemption is that the MoE person reading your application may decide your application falls within Section 21(1)(b)(ii) which says “in the case of a person who would otherwise be likely to need special education” the MoE must be satisfied that the child “will be taught at least as regularly and well as in a special class or clinic or by a special service.” That can be problematic for a couple of reasons. Special classes and clinics and services have been discontinued in many places. But worse than that, Section 21(8) may kick into action, and it is my opinion that this section is over the top in the arbitrary way in which the Secretary for Education can strip you of your right to home educate. Read the wording carefully:

Section 21(8): If the Secretary thinks any person exempted…would be better off getting special education, the Secretary may revoke the certificate and issue a direction under Section 9 of this Act.

Section 9: If satisfied that a person under 21 should have special education, the Secretary shall…direct [the parents] to enrol the person at a particular state school, special school, special class, or special clinic.

Words as “iffy” and undefined as “thinks”, “better off” and “satisfied” are really quite hopeless…do what you can to avoid going into this area.

The question about describing your knowledge and understanding of the broad curriculum areas you intend to cover and about describing your curriculum appear to be asking the same thing. Well, what they are generally after is a brief outline of your general approach and what you’re trying to accomplish in a general overview, possibly including something of your proposed methodology, you know, how you would probably organise a typical week. Mention things such as the non-academics you will pursue, how it will fit in with family and business life, etc. Specifically, they like to see a paragraph describing each of the subject areas (curriculum areas) you intend to cover. Last time I did one, I listed Maths, English, History, Science and Geography. Note, I did not mention Technology or Social Studies or Art or PE because none of these things are required subjects. Maths and English are not legally required subject either, but there would probably not be 1 in 2,000 home educators who would not include Maths and English in their curriculum for their children.

Anyway, if your child is 7, take a paragraph to describe (try not to simply list) the kind of maths you will cover: addition, subtraction, multiplication, maybe division, percentages, etc. You will not be talking about Trigonometry or Calculus, as it is assumed these mathematical subjects are not appropriate for a 7-year-old. Conversely, if your child is 14, you will probably be covering Algebra and Economics but not basic addition and subtraction, for it will be assumed the 14-yearold already has a handle on addition and subtraction. Now, if you are home educating the 14-year-old specifically because you discovered the schools failed to teach addition and subtraction, then of course mention that fact in very forceful terms.

Write a paragraph on what topics within each of the broader subject area you intend to cover: what aspects of English will you plan to cover? Possibly things like grammar, spelling, handwriting, listening, speaking, essay writing, note taking, poetry, Classical literature, plays, short stories of 19th Century American writers, etc. What aspects of Science will you plan to cover? Perhaps nuclear physics, biology, animal husbandry, chemistry, geology, the life cycle of a frog, avionics, light, sound, space, flight, etc. And so on for each of the subject areas you plan to cover.

Note: these are areas you intend to cover…this is not a promise on your part to do precisely as you write in the exemption application. The application DOES NOT become a contract between you and the MoE: it is merely a statement of intent on your part. The MoE and the ERO both know for a fact that you will be doing something entirely different a few months down the track, and they are both happy about that. When I asked them each separately at their respective head offices in Wellington, they both answered, as if reading from the same script, I was so surprised: “Of course parents will change from what they originally wrote in their exemption applications: in fact we’d be worried if they DIDN’T change.” As I’ve often said, the MoE and ERO bureaucracies are generally very reasonable people. They are good to deal with.

Try not to use language such as: “Our programme may cover any of the following areas:” It sounds too tentative, as if you are not sure. You need to come across with no uncertainties: so maybe say instead, “We plan for our programme to cover at least all of the following areas:” What you say is not nearly as important (because there are no legal, objective requirements) as how you say it. Come across as full of confidence, brimming with obvious competence, you have this totally in hand and know exactly what you are doing…and your children can’t WAIT to get started. This helps the MoE to relax, it sets their concerns at ease and helps them to be satisfied you will teach as regularly and well as in a registered school.

What they are looking for under the heading of “Plan” is for you to write up a sample lesson plan. So you get to choose a topic: select a subject area (Art for example) and then a small part of that (the use of nature in art) and then maybe even zero in on a smaller aspect of that (use of feathers in art). So then let your imagination go wild: this is where the MoE is looking to see what kind of ideas you can generate to present information to your child. So to study the use of feathers in art, you could search the internet, visit the library, visit the museum, visit the art gallery, call upon an expert in art, call upon an expert in ornithology (bird studies), go on several field trips to collect feathers, experiment with using feathers yourself in art projects: paintings, sculptures, fashion designs, photography. Write a poem, an essay, a stage play script about feathers. Perform the stage play. Your assessment ideally could tie in well with your aims or objectives: an objective could be to write a poem (an art form) about feathers or do a painting featuring feathers and then have it published (even if it is only in the local home schoolers’ newsletter). Such an objective makes it very easy to assess if your child has written the poem and easy to further assess if the poem was published. Once it is published, you have a tidy lesson plan. Also, we tend to think the MoE requires high and lofty goals, academically sound and challenging lessons.

We think too much. I’ve seen a lesson plan put together by a couple of parents, one with a PhD and one with a Masters Degree, who submitted a lesson plan on how to boil an egg. It was accepted!!!

Under resources and references, don’t forget to put public library, your own personal library, that of friends and neighbours, museums, art galleries, science centers, local craft guilds and hobby clubs, etc. Again, let your imagination go wild, and do not be afraid to sound repetitive or simplistic. We have a tendency to assume the MoE knows what we mean, but in this exemption application, it is always best to spell it out completely and not assume anything.

If you are using a specific curriculum package, such as the ACE Curriculum for example, you may consider changing the use of certain give-away words such as “Word Building” and not mention that you are using ACE Curriculum at all. The only reason for me saying this is that the MoE does not like the ACE Curriculum, although they can hardly speak against it as there are many ACE schools about. But as soon as the MoE understands that you are using that particular curriculum, or any other particular curriculum package, they will ask a series of other questions to see if you know more of how that particular curriculum system works. Some people find it easier to stay on the generic subject of “Science” than to explain how the “Apologia” or the “Calvert” curriculum Science programmes work.

Always get someone to do a final proof-read, have it all typed up to look like a million dollars and send it in.

It is almost certain they will send it back asking for more information here are there. So just add more information where they say and assume the rest is AOK. You will get your exemption.

You will need to address the issue of regularity. If you like doing grid-like timetables with days of week along the top and hour by hour break downs along the side, great…they love those. But you needn’t be as formal as that. You can instead say stuff like, well, on Mon, Wed and Fri mornings we try to hit maths and English Grammar and Spelling…on Tue and Thur mornings we hit the science and history. In the afternoons we finish off morning work and do some relaxed reading and writing, PE, etc. However you would do that, I believe you need to specifically address how you’ll home educate in a regular fashion.

You may also need to address assessment specifically. You can access formal exams, like the old PAT, or make up your own written quizzes as you go. You can make up your own oral quizzes as you go. And you are of course observing your child all the time, and you will know if he is having a hard time coming to grips with the material or just having you on…whether he has mastered the skill TO YOUR SATISFACTION or not…and that is the standard…your satisfaction. If he has, you progress to the next stage. If he has not, you will review and practise until he has. That’s assessment.

In many ways, you almost need to spell things out rather pedantically and childishly so that they can clearly see you know what you’re talking about…don’t make too many assumptions that they’ll know what you mean…spell it out.

The MoE seems to have a bee in their collective bonnet in relation to technology, meaning goofing around on  computers, operating cell phones, etc. So if you are like me and consider “Technology” to be a non-subject, you could mention technological involvement in the context of other stuff as much as you can in case they ask you to specifically cover technology (which they cannot insist upon, by the way, though they often ask, sometimes demand, it be included…another example of them stepping over the boundary of their jurisdiction.)

Here is some correspondence I had with the Min of Ed a while back on this issue” Dennis Hughes and Derek Miller of the Ministry of Education in Wellington answered the following question for me on 15 June 2000:

Question: “Are any of the National Curriculum objectives required for home educators in order to get their exemptions?

My understanding is that none of them are.”

Answer: “You are correct. There is no requirement that homeschoolers follow the National Curriculum. The only requirement is that homeschooling students are taught “at least as regularly and well as in a registered school.
“The Ministry’s interpretation of this phrase is contained in the statement which forms part of the information pack that accompanies the homeschooling application form. Among other things, this says that “Ministry officers will look for some evidence of planning and balance that we would expect would be a feature of curriculum organisation in any registered school.

“The National Curriculum is useful to the Ministry as a standard reference when determining whether a homeschooler’s programme is a balanced one. Homeschooling offers an opportunity for greater organisational flexibility than is possible in many schools, and Ministry staff would normally be understanding if a homeschooler adopts a holistic approach to curriculum management. But if, for example, a homeschooling programme gives free reign to a student’s interest in computer-related studies but appears to give limited time to the development of communications skills and physical skills, then a Ministry official would be right to ask for a more balanced programme.”

You do not have to implement a Social Studies or Technology programme, no matter what the MoE officer reading your exemption application or the ERO person reviewing you says. Are you aware that the Education Act does not itself specify any particular subjects to be taught (except in the case of a private school, which is obliged to inculcate the values of citizenship and patriotism)? Section 60A of the Act merely says that national education goals and national curriculum statements may be published by the Minister from time to time in the Gazette. But the Act does not require even their own schools to teach reading or writing or arithmetic (or social studies), so it is certain that they cannot require you to teach anything in particular. They can suggest, they can encourage, they can plead, but they cannot cajole or require or threaten without going outside their legal powers. Now, MoE and ERO people are human and, like any other government agent, will be tempted at times to go outside their legal powers, or just stretch the boundaries a little, although they are very careful about this and have procedures in place to prevent such events. It is pretty much up to us home educators to know what their limits are and to keep them to it. If we don’t, who will?

The MoE or ERO would only insist on a certain subject in the quest to see that your curriculum is “balanced”.

Remember, your curriculum includes everything your child does every day of the week. It is quite likely your children take in various aspects of social studies and technology (for example) in somewhat informal ways. Their hobbies, their chores, church and club activities, visiting relatives and friends will all have educational components which you can consider as part of your curriculum and which provide the balance both the MoE and ERO will be looking for.

Demonstrate that you had thought about these educational components and count them as part of your obligation to see that the child is “taught at least as regularly and well…” The Act does not say that you have to do all the teaching. Your curriculum vision could well encompass formal instruction by you and the Sunday School teacher and the Scout Leader as well as informal instruction by the student himself or life experiences or friends and relations.

Making an Application for Exemption from

Enrolment and Attendance

For a cut-down and clarified version of an exemption application, showing exactly what statements / questions on the application the MoE expects parents to respond to check out this link:

https://hef.org.nz/2010/making-an-application-for-exemption-from-enrolment-and-attendance-at-a-school/

 

ANOTHER GOOD LINK

This link is motivational:
https://hef.org.nz/2012/home-schooling-what-is-it-all-about/

and

Needing help for your home schooling journey:

https://hef.org.nz/2011/needing-help-for-your-home-schooling-journey-2/

Making an Application for Exemption from Enrolment and Attendance at a School

This is a cut-down and clarified version of an exemption application, showing exactly what statements / questions on the application the MoE expects parents to respond to.

1. Special Education Needs
If enrolled in a registered school, would your child be likely to need special education, forexample in a special class or clinic or by a special service? If yes, how do you plan to meet your child’s special educational needs?

2. Knowledge and understanding
Describe your knowledge and understanding of the broad curriculum areas you intend to cover as you educate your child.

3. Curriculum
Describe your curriculum or programme. Detail what you intend to cover with your child in different areas of your stated curriculum. The National Curriculum Framework may serve as a guide but use of this is not compulsory. It lists seven essential learning areas and eight grouipings of essential skills. These are listed below for your information should you wish to use the National Curriculum Framework as a guide.

4. The National Curriculum
Essential Learning Areas
Language and Languages
Mathematics
Science
Technology
Social Sciences
The Arts
Health and Well-Being

Essential Skills
Communication Skills
Numeracy Skills
Information Skills
Problem-solving Skills
Self-management and competitive Skills
Social and co-operative Skills
Physical Skills
Work and study Skills
Whatever source of curriculum you select, you should be specific about the skills you want your child to learn and you should be clear about matching the learning needs of your child to your programme.

The Min of Ed does not expect you to respond to this #4, National Curriculum. It is included for your reference only. You are not required to follow the National Curriculum nor include any particular subjects into your own curriculum.

5. Topic Plan
To help the Ministry understand how your curriculum vision translates into practical terms, we ask you to includ one topic of your choosing.

We are looking for the following elements in your statement:
The Topic Title
The Aim – what you are going to teach your child.
Resources – what materials you would use to teach the topic.
Method – what steps would you take to communicate/teach the material? Please be as
clear as possible.
Evaluation – how you will test/measure the effectiveness of your teaching.

6. Resources and Reference Material
(There is no need to list the titles of books.) Please provide a comprehensive list of all resources and reference material available to you. Also list the type of material you may intend to include in the future. Do not list the titles of every publication.

7. Environment
State how you will use the environment and your community to extend and enrich your child’s education. Please include in this a description of any educational visits you hope to make.

8. Social Contact
Describe how you intend to provide for your child’s need for social contact with other children.

9. Assessment and Evaluation
Explain how you are going to assess and evaluate the progress your child is making. Remember, you will need to have some record of this over the years, eg, if your child wants to enter an apprenticeship, this will be needed.

10. Regularity
The legislation requires a commitment to regularity. In explaining your routines, show how you will meet the requirement that your child will be taught at least as regularly as in a registered school. Some parents provide a timetable to meet this request, some describe their integrated approach. You may like to include one of the following:
• Timetable or
• Integrated curriculum description or
• Description of typical routines used.

11. Other Information
Please make any other comments you consider relevant.

Click here for:  A Collection of Exemption Tips and Ideas

Nationwide contact for home education enquiries – homeschooling NZ

Needing help for your home schooling journey:

https://hef.org.nz/2011/needing-help-for-your-home-schooling-journey-2/

And

Here are a couple of links to get you started home schooling:

https://hef.org.nz/getting-started-2/
and
https://hef.org.nz/exemptions/

Contact details:
Craig and Barbara Smith
06 357-4399
email: barbara@hef.org.nz
Greetings all,
There have been a couple of requests lately for people willing to give exemption advice and encouragement.
Just a reminder that this is precisely what we at the Home Education Foundation are here for!
We help with preparing for exemptions and ERO reviews, how to understand and answer the exemption questions, we sit in on ERO Reviews with people, and I’ve even been a witness at a court case involving home education and socialisation. We have tons of material on socialisation, research results in both academic and social areas, ideas on curriculum development and getting into university and links to other information that we send out for free. We have 22 years of experience in teaching our own 8 children aged 28 down to 3 (yes, we’re still at it) and running conferences and speaking in nearly every corner of the country. Barbara just talked a mum who was full of panic through her ERO review preparation, and the mum passed with flying colours! I just wrote a letter to the Hamilton office of the MoE about what I thought was unfair treatment in an exemption application…the mum emailed today to say the exemption just came through!
Being a charitable trust, we do not charge for anything we send out or for our advice, even though most phone calls last between a half hour to a full hour or more. We trust the Lord to move people to make donations as they see fit and to subscribe to Keystone https://hef.org.nz/category/keystone-magazine/ and TEACH Bulletin https://hef.org.nz/category/teach-bulletin/. Although we personally are committed to the Lordship of Jesus Christ, the Home Education Foundation is committed to rescuing ANY children out of state schooling institutions and to giving as much help and encouragement as we can to any and all parents and grandparents wanting to have a go at home education.
So don’t hesitate to get people to ring us or send an email. We don’t have an 0800 number but if people ring us on a landline, we can ring them back so we pay for the call since it costs us next to nothing.

Applying for an Exemption to Home School

in New Zealand


Here are two very helpful  links

The first is a cut down version of the exemption application, showing you exactly which comments the Ministry of Education (MoE) expects you to reply to:

https://hef.org.nz/2010/making-an-application-for-exemption-from-enrolment-and-attendance-at-a-school/

The second is a lengthy letter giving all kinds of tips on how to answer the comments:

https://hef.org.nz/2010/a-collection-of-exemption-tips-and-ideas/

I’d suggest reading those two, having a go at answering the questions, then give us a ring (06) 357-4399 or emailing your phone number and we will ring you (email barbara@hef.org.nz).

It seems complicated at first, but it really isn’t that bad at all. We can talk you through it. All free of charge. That’s why we’re here.

Websites and blogs:

If you have a website or blog then please feel free to repost this on your website or blog and/or to link to these pages on your website or blog.

MoE Management Centre Offices to which one must apply for Exemption Certificates

MoE Management Centre Offices to which one must apply for Exemption Certificates

http://www.minedu.govt.nz/index.cfm?layout=document&documentId=5908&indexid=2107&indexparentid=1000#P1_488

Auckland
12-18 Normanby Road
Mt Eden
Auckland
Private Bag 92644
Symonds Street
Auckland
Tel: (09) 632 9400
Fax: (09) 632 9401
email: enquiries.auckland@minedu.govt.nz

Hamilton
Corner Victoria St & Marlborough Place
136 – 150 Victoria Street
Private Bag 3011
Hamilton
Tel: (07) 858 7130
Fax: (07) 858 7131
Fax: (07) 858 7132 (Network Division)
email: enquiries.hamilton@minedu.govt.nz

Lower Hutt
19 Market Grove
PO Box 30177
Lower Hutt
Tel: (04) 463 8699
Fax: (04) 463 8698
Fax: (04) 463 8697 (Network Division)
email: enquiries.wellington@minedu.govt.nz

Christchurch
39 Princess Street
Private Box 2522
Christchurch
Tel: (03) 378 7300
Fax: (03) 378 7302
email: enquiries.christchurch@minedu.govt.nz

Dunedin
414 Moray Place
Dunedin
Private Bag 1971
Dunedin 9054
Tel: (03) 471 5200
Fax: (03) 471 5201
email: enquiries.dunedin@minedu.govt.nz

Exemption – assessment

Tags: HOW TO GET AN EXEMPTION FROM SCHOOL IN NEW ZEALAND

Question:

I have received a letter back from the MOE saying;
“Please add to the sections on assessment, including your plans to set learning goals for………… and the evaluation of these goals over time in a planning and review cycle. You need to show how you will evaluate the overall teaching and learning programme you have set for………….”.

Answer:

They aren’t really asking for much. And also, having your exemption held up while they ask for more information is standard procedure….it happens to everyone.

I should point out that when they ask you to list learning goals they are in fact going outside their legal parametres. The law says the MoE must be “satisfied the child will be taught at least as regularly and well as in a registered school.” Note that it is the teaching, not the learning, that needs to be as regular and well. Note also that “Registered school” is not the same as state school, but includes all the schools in the country, including alternatives and weird ones too who never do any assessment. In other words, there are no objective standards by which your application can be judged apart from “as regularly and well”.

You shouldn’t have to write more than a single paragraph. I’ll attach (and pasted below)some lengthy examples of what schools have written in their ERO reports…this will give all kinds of ideas. Here is what I wrote a while back to someone else on the topic:

“The question on assessments is easy. Because you observe your child nearly all day, everyday, you know when the child has understood the material and when he has not. You know when he has mastered the skill involved and when he as not. When he has understood/mastered the material/skill to your satisfaction, you progress or move on to the next subject. When he has not understood/grasped/mastered it, you review until he does. So you do an informal assessment based on intimate observation. That’s all that’s needed. You may do the odd oral quiz or written one you make up yourself. You may also get a hold of formal tests which are available here or there, tests like the P.A.T., Progress and Achievement Test, which is available from: Alan Curnow, 200 Hill St., Richmond, Nelson, (03) 544-7728.”

Do spend a bit of time thinking about assessment, remembering that there are no hard and fast rules or anything specific that they’re looking for, just that you appear to know what your’re talking about…also remembering that what you write down is not a contract or a promise of what you WILL do, but more of a statement of intent.

Russell St. School 1999, Primary

3.2.3 Student Assessment

Although there has been a clear schoolwide focus on developing sound learning programmes, considerable progress has also been made in the area of assessment. Assessment schedules each term set out the requirements for assessing student learning. The focus areas for both Terms 1 and 2 this year have been English and mathematics.

Goal setting is an integral component of every classroom programme. Class, and individual goals in some classrooms, provide the base for students to take responsibility for their own learning. Students are assessing their own work to varying degrees, throughout the school.

A schoolwide report on student achievement in mathematics (number and basic facts), spelling, and reading, provided the school with good information from which to analyse student achievement and evaluate programmes. From the results, recommendations have included introducing a schoolwide programme for spelling. The school has also established expectations for students’ recall of addition, subtraction and multiplication facts. Regular and consistent review is leading to continual improvement in school programmes and ultimately, student achievement.

Teachers monitor student progress by including achievement objectives and learning outcomes in their unit planning, and continually assessing these. In some classrooms learning logs are being used as an effective record of student progress and achievement. A variety of other methods of recording ongoing achievement is being used. The school acknowledges that a further stage in the assessment system will be the development of a schoolwide cumulative record of student achievement.

Russell School, Porirua East, Decile 1, Primary, 2000

Assessment Processes

The assessment policy and recently developed school achievement statement provide appropriate guidance to teachers for monitoring, recording, and reporting student achievement. Since the 1998 Review Office report a great deal of work has been done to address the recommendations relating to assessment. The school is well on the way to developing an effective and manageable assessment system. The recommendations that follow are designed to assist the school in ensuring that valid and useful information is generated by valid and useful assessment practices.

Teachers use a range of suitable monitoring procedures to evaluate students’ performance. These include checklists, anecdotal notes, and formal and informal tests. The administration of entry, one month, six month and six year net diagnostic tests provides sound baseline data for junior school teachers. The senior teacher compares each result with previous data so that student progress is monitored. Results are used to ensure that appropriate intervention programmes are provided to students with identified needs. New entrant teachers use the information to determine suitable groupings for literacy and numeracy teaching sessions.

Under the leadership of the deputy principal the school has developed links between planning and assessment requirements. Junior, middle and senior syndicate teachers maintain a consistent system of assessing and recording progress and achievement as students move through the school. However, because the national achievement objectives are not always redefined as specific learning outcomes, the quality of the assessments suffers. Some teachers do not always have a clear focus for their teaching, therefore they do not always have a clear focus for assessing the learning. Specific and accurate assessment of individual students and their level of attainment should result from clearly established NAO, SLO and assessment item links.

The codes used to record achievement levels are open to interpretation. This affects the accuracy of assessments. It is exacerbated by the fact that there are no consistent criteria for determining the extent to which a student has met the stated learning outcome. No moderation across classes takes place, leading to inconsistencies in applying the codes. Senior managers are aware of the need to address this to ensure that assessments are comparable and fair.

The points reported above lead to difficulties in keeping accurate cumulative records. At present the cumulative record cards show very broad notions of progress and achievement, with a ‘best fit’ curriculum level being allocated. The usefulness of the cumulative record would be enhanced by the addition of brief anecdotal notes to detail actual achievement against the stated learning outcome.

The school has a well-established system for reporting to parents on student achievement. This includes interviews and written reports. Reported comments are based on assessment data, work samples and test results that are collected in individual student profiles. The profile samples would be enhanced by the inclusion of brief annotations that record the level of achievement and the context for it. This should, alongside the improved cumulative records, provide teachers with a more substantial base of evidence for reporting purposes.

The deputy principal has undertaken comprehensive analyses of art, social studies and mathematics test results, to determine school-wide trends and patterns of achievement in these areas. The data analysis has provided some useful information, however, it is important to ensure that the tests are appropriate. This will help ensure that information gleaned from the analysis of results is valid and reliable. Staff and trustees would then have more accurate information for determining priorities in planning and resource allocation.

Some teachers undertake evaluation of units of work. The evaluations tend to be general and descriptive rather than evaluative. As senior managers and teachers make the suggested refinements to the assessment system, the data gathered should provide a useful base for achievement related evaluations of units of work. This will add an important facet to the school’s curriculum quality assurance system.

Russell School BoI, Decile 5, Primary, 2000

Assessing Student Progress

Teachers regularly monitor and assess student progress against curriculum objectives. They demonstrate a good understanding of the cyclic nature of planning and assessment, and evaluate the effectiveness of their teaching programmes after each study unit.

In a number of essential learning areas, teachers individually select what they consider to be appropriate learning outcomes against which to assess students. It would be beneficial for teachers to work together to identify more consistent benchmarks of achievement criteria that could provide a developmental profile of expected achievement over time in different subjects. This would help teachers track student progress more consistently and provide an established framework of appropriate learning outcomes for planning purposes.

The principal and staff are exploring summative methods of collating and analysing student achievement. They have prepared some good reports on student performance for the board in aspects of English, mathematics, and social studies. Staff are seeking ways to provide comparisons for trustees and parents about the performance of their students against general age expectations in New Zealand.

Teachers are attempting to do this by having advisers provide them with external tests such as the one recently completed in mathematics. Using this material in comparative ways can be problematic. Comparisons of this nature should be made against normed and standardised materials such as those already used by the school in the Progressive Achievement Tests. Analysis of these results would provide better quality comparative data against national age expectations. It would also be interesting for staff to compare these results with the school’s own achievement information to determine the effectiveness of its own assessment procedures.

Paroa School, WHK, Decile 1, Primary, 2001

3.2 Assessment of Student Learning

Assessment practices have strengthened since the last review. What is to be assessed against the relevant achievement objectives is decided for all essential learning areas and all levels across the school. Teachers assess student learning in specific units of work against the specific learning outcomes identified in unit planning. Students’ learning is monitored in a way that is methodical and purposeful.

A school-wide formal assessment timetable ensures there is consistency in data collection. The timetable includes all essential learning areas and is well understood and followed by teachers. This should lift the quality of assessment data that is collected.

Individual student profiles are used consistently and well. Formal assessment requirements are fully reflected in these profiles. They provide a cumulative record of achievement for students across the school. Parents are invited to view them when they attend report interviews. They report that they are able to understand more graphically what their children can do. To make this information more useful, work samples and evaluations should be dated.

The growing use of student self evaluation and assessment is commendable. Students are taking a more active part in their learning. They are being encouraged to become independent learners and reflective of the learning process.

Conclusions drawn from assessment information at year eight indicate that there is little difference in levels of achievement in English between rümaki and mainstream students.

Tamariki School, Primary Integrated, Decile 5, 2001

Assessing, Recording and Evaluating Student Achievement

The principal and teachers have made some progress in managing these aspects of learning. Their involvement in the Assessment for Better Learning (AbeL) contract is enabling them to consolidate their ideas and improve their assessment practices. They have trialed a number of different data gathering methods and have introduced portfolios and cumulative record cards. These development have helped the teachers, the students and their parents to identify some of what the students have learnt and to begin evaluating students’ progress more effectively.

The next development for teachers is to establish assessment programmes that identify students’ progress against the national achievement objectives. They need to make sure that these developments result in school-wide assessment and recording procedures that enable teachers to evaluate student achievement and their curriculum programmes more effectively. [Action 4.2]

The teachers and principal have also taken steps to formalise their curriculum evaluation and reporting procedures. A curriculum delivery report by the principal to the board in 2001 contained some useful self-review information. This process needs to continue so teachers can evaluate the effectiveness of their programmes as part of the school’s self-review programme. [Action 4.3]

PN Boys High, Decile 8, 1999

Assessment

The emphasis on external examinations also limits the development of approaches to assessment. While a wide range of classroom assessment practices is used, formal school assessment systems currently reflect a norm referenced approach. Student achievement at all levels in many subjects is recorded and reported in terms of marks, percentages and grades. Such an approach yields limited data on student performance that can be used to improve learning. It does not demonstrate what students can do and what their learning needs are.

Some departments are developing a wider range of methods for recording and monitoring progress. Examples include the reporting format used in physical education, core art, metalwork and woodwork, which more clearly indicate levels of performance in defined areas. Also, an approach to assessment and reporting that reflects the objectives associated with national curriculum levels is used for students requiring additional support in English. This approach should be extended across the department.

In addition, the school’s approach to assessment impedes the progress of departments in fully implementing the new curriculum. The link between recorded assessment and the achievement objectives of the national curriculum in mathematics, science, English and technology is often tenuous or non-existent. Consequently, the requirement to monitor student progress against the national achievement objectives cannot be met. The school needs to face the challenge of reviewing its approaches to assessment, recording and reporting, and develop systems that enable it to demonstrate student progress more effectively.

The development of approaches and systems related to the assessment and recording of student achievement would enable the school to better respond to the changing nature of its intake. Increased rigour in approaches to the identification of students’ individual needs on entry and the collation of information on a schoolwide basis, would promote a more proactive approach to decision making, and the planning and resourcing of programmes to respond to learning needs. The availability of more meaningful and useful assessment information, would inform departmental evaluation, and facilitate the setting of specific targets for improving student performance and the development of appropriate programmes.

Some large departments, such as mathematics, have well-developed systems for monitoring curriculum delivery. Similar systems need to be developed to track and ensure implementation of the technology curriculum.

Collingwood Intermediate, Decile 7, 2002-08-07

Student Achievement and Assessment and Reporting Practices

During the review, the board adopted a potentially useful policy on the reporting and analysis of student achievement information. When this policy is implemented, the board and teachers will be in a better position to use student achievement information to target support for individuals and groups of students.

At present, the board receives only a limited range of information on student achievement. In 2001 trustees received curriculum review reports in mathematics and English. The mathematics report described the organisation of student class placements resulting from two sets of standardised tests. The results of these tests were later made available to trustees. The English review report included graphed information from standardised testing in aspects of English, with a generalised statement of results.

The principal and teachers have worked hard to implement a computerised assessment system to report to parents on the achievement of individual students. When it is fully operational, teachers expect to use this system to report to trustees on the achievement of students and groups of students, and to analyse trends and patterns in achievement.

Teachers use the computerised assessment system to report to parents on their child’s progress in the essential learning areas and essential skills. Parents receive comprehensive reports on their child’s achievement. These reports include information on the levels of achievement that a student has reached, and the effort the student has shown.

Aspects of assessment and reporting practice need to be improved to ensure that the information on student achievement is more useful and reliable. The computer system records student achievement against sets of progressive criteria. Teachers acknowledge that this criterion-referenced assessment provides only a snapshot of a student’s learning. Some of the criteria do not give a reliable and accurate picture of a student’s level of achievement. The principal and teachers should ensure that these progressions of learning are moderated by comparisons with external benchmarks and exemplars, as they become available to schools. [Action 4.3]

To report effectively to trustees and parents on student achievement, the board, through the principal, should:

establish comprehensive guidelines for the management of the assessment and reporting of student achievement;

specify the duties of the persons responsible for managing the reporting of student achievement and the development of the assessment system;

ensure that staff continue to develop the computerised assessment system; and

ensure that the board receives detailed analysed information about trends and patterns of student achievement and progress over time, including information about the progress of Mäori students. [Action 4.3]

The principal and teachers are likely to require further professional development if they are to be successful in completing the development of the assessment and reporting system. At present, teacher knowledge of the system is limited. Teachers report that the school librarian, who has responsibility for this area, has made significant progress in the development of the system. As the librarian was unavoidably absent for a major part of the review, and in the absence of much achievement data in hard copy, reviewers were unable to obtain information on student achievement.

Teachers keep individual portfolio records of student achievement that are shared with parents. Where students take care with the presentation of work, these portfolios form an attractive record of student achievement. For portfolios to be more useful, teachers should ensure that they consistently contain information for parents on the learning expectations for each piece of work, and information on whether the student has met the expectations. Teachers should make more extensive use of these records to identify and address student learning needs. [Action 4.3]