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The SANDF is shaken: Now is the time to revisit its mandate and means

10 February 2025 Photo Supplied

Opinion article by Prof Theo Neethling, Department of Political Studies and Governance, University of the Free State.

In recent days, 14 South African soldiers have died in clashes with the Rwandan-backed M23 rebels in the eastern Democratic Republic of Congo (DRC). Several analysts argue that this marks a low point for the South African National Defence Force (SANDF) and that it is almost too late to implement the reforms needed to restore the military to an institution South Africans can once again take pride in. The incident recalls the so-called Battle of Bangui in March 2013 during the Central African Republic civil war — a major defeat for the SANDF that led to the Séléka rebels seizing control of the country.

This article aims to shed light on the challenges facing the South African military.

Following the historic transition of 1994, South Africa’s foreign policy shifted from a stance of conflict with its neighbours to one centred on regional relations built on the principles of common destiny, friendship, cooperation, and conflict resolution. The South African government sought to take on a leadership role on the continent, creating new opportunities for the SANDF as a military instrument.

Towards the end of the Mandela presidency, South Africa’s involvement in peace and security operations became a defining feature of its post-1994 foreign policy. The government demonstrated its firm commitment to regional stability by deploying the SANDF in peacekeeping operations — first in Lesotho in 1998, followed by the DRC in 1999 and Burundi in 2001.

Dwindling defence budget

However, since 1998 it became evident that the SANDF found it increasingly difficult to conduct operations as a declining budget started to constrain the SANDF. This is linked to the fact that between 1995 and 1998, the defence budget was cut by 11.1%, which eventually resulted in a growing mismatch between policy intent and execution. As a percentage of gross domestic product (GDP) South African defence spending had been reduced to less than 3% in the mid-1990s, which boiled down to less than 10% of total government spending. The defence budget then further decreased to 1.54% of GDP in 2004/05 and levelled out in 2014/15 at around 1.2% to 1.1% of GDP.

Despite a dwindling defence budget, the government increasingly expected the SANDF to support the SAPS as murder and death rates rose to levels comparable to — or in some cases even exceeding — those in high-intensity war zones internationally. This has placed the SANDF in an almost impossible position, forced to balance its demanding regional deployments with ongoing appeals from politicians and the public to intervene in crime-ridden hotspots where the SAPS is unable to fulfil its constitutional duty to protect South Africans.

Given these constraints and the changing global and regional geopolitical landscape in which the SANDF operated, the government appointed a task team to draft a second defence review, following the South African Defence Review of 1998, which was finally published as the 2015 South African Defence Review. The task team made it clear that the decrease in funding levels was highly problematic, and that inadequate funding would eventually severely compromise the defence capabilities of the SANDF. They emphasised that the government had to decide on one of two options: approving a greater budget allocation to the SANDF or alternatively opting for a significantly scaled-down level of ambition and commitment which is aligned to the budget allocation. One thing was clear: South Africa’s spending was low in terms of comparative international military spending practice. Since 2015 defence spending in South Africa has declined even further to about 0.7% of GDP, which is way below the international norm of more or less 2% of GDP.

Despite its budgetary challenges, in 2023, the SANDF was the fifth largest troop-contributing nation in the UN’s operation in the eastern DRC and played a key role in the SADC operation against insurgents in northern Mozambique from 2021 to 2024. However, considering the history of SANDF operations, a major problem is that the SANDF’s deployments tend to be open-ended, resulting in protracted deployments with serious implications for the defence budget. Moreover, there is no plan to either opt for an adequate defence budget on the one hand, or to scale down the level of political ambition on the other.

It should also be noted that border protection and support for the South African Police Service (SAPS) in internal operations have become increasingly important and demanding in the SANDF’s activities and responsibilities and can even be regarded as among its primary functions. However, a major concern is that the SANDF is too often used as a stopgap in South Africa’s domestic security landscape — hindering its ability to function as a professional, well-equipped armed force with a clear mandate.

For instance, in 2023, politicians called on the SANDF to assist in combating violence linked to zama zamas after the government deployed soldiers in large numbers to curb illegal mining activities. Even local communities expect the government to utilise the SANDF internally, adding pressure on the state to consider such deployments. In this context, the SANDF has little choice but to respond to political calls to assist the SAPS in maintaining internal security. Another recent example of internal deployment was the government’s decision in 2023 to deploy the SANDF to safeguard the coal power plants of South Africa’s major power utility, Eskom.

In conclusion, it should be clear from the above that there is a significant mismatch between what is expected of the SANDF at the political level and its budget and capabilities. The challenge for the SANDF is that defence remains central to its raison d’être, yet it must also be ready to respond to political calls for assistance in peace and security operations across the continent. Additionally, the SANDF is expected to support the SAPS in providing security services in a crime-ridden and fragile South African society — all while operating on a budget of approximately 0.7% of the country’s GDP. It is therefore no surprise that the SANDF is often described as institutionally overstretched and has, in fact, been in a state of ongoing decline for some time.

Critics can rightly argue that the South African government has shown little to no political will to address the SANDF’s financial challenges over the past two decades, contributing to the difficulties its members face in defending themselves against the M23 rebels in the DRC. At the same time, growing fiscal pressures and severe socio-economic challenges leave the government in a weak position to significantly increase the defence budget. Be that as it may, the SANDF’s troubles in the DRC mark a low point for the institution. Perhaps now is the time to reassess both its mandate and funding, particularly in light of the persistent gap between political expectations and available resources.

News Archive

Institutional research culture a precondition for research capacity building and excellence

2004-11-16

A lecture presented by Dr. Andrew M. Kaniki at the University of the Free State Recognition Function for research excellence

16 November 2004
The Vice Chancellor, Prof. Frederick Fourie
Deputy Vice Chancellors, Deans
Awardees
Colleagues and ladies and gentlemen

It is a great pleasure to be here at the University of the Free State. I am particularly honoured to have been invited to present this lecture at the First Annual Recognition Function for Research Excellence to honour researchers who have excelled in their respective fields of expertise. I would like to sincerely thank the office of the Director of Research and Development (Professor Swanepol), and in particular Mr. Aldo Stroebel for facilitating the invitation to this celebration.

I would like to congratulate you (the UFS) for institutionalizing “celebration of research excellence”, which as I will argue in this lecture is one of the key characteristics of institutional research culture that supports research capacity building and sustains research excellence.

Allow me to also take this opportunity to congratulate the University of the Free State for clocking 100 years of existence.

Ahmed Bawa and Johan Mouton (2000) in their chapter entitled Research, in the book: Transformation in higher education: global pressures and local realities in South Africa (ed. N. Cloete et. al Pretoria: CHET. 296-333) have argued that “…the sources of productivity and competitiveness [in the knowledge society and global economy] are increasingly dependent on [quality] knowledge and information being applied to productivity”. The quality knowledge they refer to here is research output or research products and the research process, which (research) as defined by the [OECD] Frascati Manual (2002: 30) is:

“…creative work undertaken on a systematic basis in order to increase the stock of knowledge, including knowledge of man, culture and society, and the use of this stock of knowledge to devise new applications”

The South African Government has set itself the objective of transforming South Africa into a knowledge society that competes effectively in the global system. A knowledge society requires appropriate numbers of educated and skilled people to create quality new knowledge and to translate the knowledge in innovative ways. To this end a number of policies and strategies like the Human Resource Development [HRD] Strategy for South Africa, the National Plan for Higher Education (NPHE) and the South Africa’s Research and Development [R&D] Strategy, have highlighted human resource development and the concomitant scarce skills development as critical for wealth creation in the context of globalization. The key mission of the HRD Strategy for instance is:

To maximize the potential of the people of South Africa, through the acquisition of knowledge and skills, to work productively and competitively in order to achieve a rising quality of life for all, and to set in place an operational plan, together with the necessary institutional arrangements, to achieve this.

The R&D Strategy emphasizes that maximum effort must be exerted to train the necessary numbers of our people in all fields required for development, running and management of modern economies. Higher education institutions like the University of the Free State have a key role to play in this process, because whatever form or shape a university takes, it is expected to conduct research (quality research); teach (quality teaching – and good graduates); and contribute to the development of its community! Thus the NPHE states that the role of higher education in a knowledge-driven world is threefold:

Human resource development;

High-level skills training and

Production, acquisition and application of knowledge.

Quality research output or knowledge which as argued is critical in determining the degree of competitiveness of a country in the knowledge economy is dependent upon quality research (process). Both the process of producing quality research and its utilization cannot and does not happen in a vacuum. It requires an environment that facilitates the production of new knowledge, its utilization and renewal. It requires skilled persons that can produce new knowledge and facilitate the production of new skills for quality knowledge production. Such an environment or in essence a university must have the culture that supports research activity. Institution research culture (that is a conducive and enabling institutional research culture) is a precondition to research capacity building. Without an institutional research culture that facilitates the development and nurturing of new young researchers it is difficult, if not impossible for a university to effectively and efficiently generate new and more quality researchers. Institutional research culture is also necessary to sustain quality research and quality research output or research excellence. It facilitates the development and sustenance of the institutional and people capacities required to do research produce quality research and generally attain research excellence!

We do recognize that the patterns of information and knowledge seeking, and knowledge generation vary among field or disciplines. For example, we know that in the humanities knowledge workers often work individually, and not as collaboratively as do those of the sciences, they all however, require supportive environments – institutional research culture to achieve and sustain research excellence. An institution does not simply attain a supportive research culture, but as Patricia Clements (English Department, University of Alberta, Edmonton) in her presentation Growing a research culture argues, research culture has to be grown [and maintained]. It unifies all natural and engineering scientists; medical researchers, humanists, and social scientists.

I therefore am of the view that Institutional Research Culture is critical to research capacity building and research excellence. I therefore want to spend a few minutes looking at the characteristics of research culture. To be effective, institutional research culture has grown and sustained not only at the institutional level, but also at the faculty, school and departmental levels of any university.

What is Research Culture?

In the process of researching on institutional research culture I identified several characteristics. Many of these overlap in some way. I want to deal with some of these characteristics; some in a little more detail while others simply cursorily. In the process what we should be asking ourselves is the extent to which an institution, like the University of the Free State, and its faculties, individually and severally, is growing and or sustaining this culture.

Institutional Research Strategy: As a plan of action or guide for a course of action, the institutional research strategy must spell out research goals that a university wants to achieve. It must be a prescription of what the university needs to be done with respect to research. As a strategy it is neither an independent activity nor an end in itself, but a component part and operationalization of the university policy or mission. ( Related to this is the Establishment of Institutional research policies)

Includes and makes public the targets, e.g. achieve so many rated scientists and make sure that every year we have so many SAPSE publications. That way people keep an eye on research agendas of the university and nation.

The UFS is obviously on its way, having launched its own Research strategy (A Strategic framework for the development of research at the University of the Free Sate. August 2003). Note that this strategy refers specifically to the “Culture of research” Fig 1

A set of administrative practices to support and encourage research. Patricia Clements (English Department, University of Alberta, Edmonton) in her presentation Growing a research culture argues that that research activity and output within the her Faculty (Arts) were very low and, in spite of the numbers of staff, with no Associate Dean for Research in the Faculty as though they had accepted that research belonged to Medicine and Science and Engineering, and teaching, separated from inquiry, belonged to the Arts. With the change in the thinking about research and development of research culture, it became clear that there was a major role for research support in a faculty her size (now about 360 full time continuing academic staff). The faculty developed a support system for research and began to address the SSHRC issues.

Reduce the bureaucracy system and micromanagement of research! This however, also implies that there is capacity and policies and procedure to manage and guide research processes

Establishment of Intellectual Property regulations and assistance

Research ethics policy and safeguarding by research administration

Focused, applied and suitable nature of the delivery mode (an institution open to new methodologies for conducting research

Programmes suited both full and part-time study particularly at graduate level (Mainly at Faculty/school and department level, and depending on what’s manageable)

Hiring senior academics to engage in, teach on and supervise postgraduate students to facilitate exchange of and transfer ideas and most importantly mentorship especially in view of declining numbers of researchers in particular fields

Quality instruction and facilitation in learning about research processes

A high retention rate of students maintained by the supportive and challenging learning environment and the use of online facilities to support collaboration and in-class learning

Availability of research grants: and awareness of sourcing funds from external sources like the National Research Foundation; Water Research Commission; Medical Research Council, private philanthropies and others outside the country. For example an institution should be able to assess how much of the slice the available funds (NRF etc) its able acquire and possibly top slice from institutional budget.

Adequacy of the financial reward system to encourage university staff members to do research (General Celebration of achievement for research excellence and achievement. This ranges form Annual reports mention; celebratory dinner. At Alberta researchers were given lapels. I don’t know of any academic who do not feel a sense of achievement to get into print or recognised. Access to research facilities within and outside the institution

Provision of infrastructure to support university-based research (e.g. equipment, admin support, etc.) – but also awareness of publicly funded and available research facilities and equipment!

Internet connectivity and changes in the bandwidth of the internet to download articles

Subscription to related bodies by the library so that researcher can download articles

Facilities and resources to attend international conferences to keep one updated

Number of visiting professors/speakers targeting senior scholars and invite them to lunch to ask them to participate and to encourage their best graduate students to do so within the institution and across institutions

Research training seminars for research students including young academics

Participation of staff/students in delivering research papers to national and international conferences

Establishment of research groups to provide interaction frameworks to achieve critical mass of research-active staff

Facilitation for more research time: Targeting new scholars and giving them reduced teaching loads in their first year or two for the purpose of developing their research programs. For the purpose of helping new colleagues to see the shape of South African research support, personalizing it, and creating research community

Take research to the community and argue its necessity, and utility

And, finally celebrating excellence. We must recognize achievement - parties and public recognition for colleagues who achieve splendid things in their research.

In conclusion, I want to reemphasize that research culture has to be grown it does not simply exist in an institution. If it is grown it needs to be nourished, nurtured and sustained. An institution cannot simply leave on borrowed reputation and expect to remain research excellent. It is on this basis that instruments like the National Research Foundation rating system recognizes excellence within a given period of time and not necessarily for a life time! This it is believed encourages continued research excellence.

THANK YOU and best wishes

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