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ENGLISH FORM FOUR PAPER 3 END OF TERM EXAMINATION FREE

101/3

FORM 4 ENGLISH 

Paper 3

(Creative compositions and essays based on set texts)

Time: 2 ½ Hours 

MWAKICAN JOINT EXAMINATIONS

ENGLISH

Paper 3

2 ½ Hours

Instructions to candidates

  1. Answer three questions only on the answer sheets provided
  2. question one and two are compulsory
  3. In question three, choose only one of the optional texts which you have prepared on.
  4. Each of your essays must not exceed 450 words
  5. Your answers must be written in English
  6. Where the candidate presents work on more than one optional texts, only the first one to
  1. IMAGINATIVE COMPOSITION (COMPULSORY)                             (20 MARKS)
  2. Write a composition ending with the words:

From that day, I  learnt never to trust anybody.

 

OR

 

  1. Write a story to illustrate the saying

Pride comes before a fall.

 

  1. COMPULSORY SET TEXT (Blossoms of the Savannah) (20 MARKS).

 

Our greatest enemies are those close to us; support this statement with illustrations from the text.

  1. OPTIONAL SET TEXTS (20 MARKS)

 

EITHER

 

  1. The short story: Memories we lost and other stories

 

Using adequate illustrations from the story ‘Almost Home’ by Barvy Mc kinley, write an essay with the title ‘The Challenges of illegal Immigration,’

 

OR

 

  1. The Novel: The Pearl – John Steinbeck

 

‘Great expectations make frustrated men’. Using illustrations from the novel, write an essay supporting this statement.



MWAKICAN JOINT EXAMINATIONS MARKING SCHEME

PAPER 3 FORM 4 ENGLISH

Q1 a.  Deduct 4 marks AD if the candidate does not end with the given words.

  1. Deny marks if the meaning of the proverb is given. Meaning should be from the story.

 

TABLE OF CATEGORIZATION

D  CLASS (01-05)

The candidate either does not communicate at all or his language ability is so minimal that the examiner practically has to guess what the candidate wants to communicate. The candidate fails to fit English words he knows into meaningful sentences.

The subject is glanced at or distorted. Practically no valid punctuation. All kinds of errors are “Broken English.”.

 

D- (01-01) Chaotic.  Little meaning whatsoever. Question paper or some words from it simply copied.

D (03) Flow of thought almost impossible to follow. The errors are continuous.

D+(04-05) Although English is often broken and the essay is full of errors of all types one can at least guess what the candidate wants to communicate.

 

C CLASS (06-10) – Generally, there is difficulty in communication.

The candidate communicates understandably but only more or less clearly. He/she is not confident with their language. The language is often undeveloped. There may be some digressions. Unnecessary repetitions are frequent. The arrangement is weak and the flow is jerky. There is no economy of language mother tongue influence is felt in spelling; there is direct translation.

 

C- (06-07)- The candidate obviously finds it difficult to communicate his ideas. He is seriously hampered by his very limited knowledge of the language structure and vocabulary.  This results in many gross errors of agreement, spelling, misuse of prepositions, tenses, verb agreement and sentence construction.

 

C 08 The candidate communicates but not with consistent clarity. His linguistic abilities being very limited, he cannot avoid frequent errors in sentence structure. There is little variety or originality. Very bookish English. Links are weak, incorrect and at times repeated.

C+ (09-10) The candidates communicates clearly but in the flat and uncertain manner. Simple concepts and sentences are often strained. There may be an overuse of clinches or unsuitable idioms. Proverbs are misquoted or misinterpreted. The flow is still jerky. There are some errors of agreement, tenses and spelling.

 

B CLASS (11-15) Generally, there is fluency in communications

This class is characterized by greater fluency and  ease of expression. The candidate demonstrates that he/she can use English as a normal way expressing himself. Sentences are varied and usually well constructed. Some candidates become ambitious and even over ambitious i.e the candidate may use too much vocabulary in an effort to impress. There may be items of merit of the one word or one’s expression types. Many essays in this category may be just clean and unassuming but they still show that the candidate is at ease with the language.

 

B(11-12) The candidates communicates fairly and with some fluency. There may be little variety in sentence structure gross errors are occasional.

B 13 The sentences are varied but rather simple and straight forward. The candidate does not strain himself in an effort to impress. There is a fair range of vocabulary and idiom. Some items or merit, economy of language. The  candidate seems to express themselves naturally and effortlessly.

B+ (14-15) The candidate communicates his ideas pleasantly and without strain. There are few errors and slips. Tenses, spellings and punctuations are quite good. A number of merit of  “whole sentence” or the “whole expression” type are evident.

 

A  CLASS (16-20) Communication is efficient

The candidate communicates not only fluently, but attractively, with originality and efficiency. He has the ability to make the reader share his deep feelings, emotions, enthusiasm. He expresses himself freely and without any visible constraint. The script gives evidence of maturity, good planning and a tinge of humour. Many items of merit which indicate that the candidate has  complete command of the language. There is no strain, just pleasantness, clever arrangement and felicity of expressions.

A-(16-17) The candidates shows competence and fluency in using language. He may lack imagination or originality which usually provides the “spark” in such essays. Vocabulary, idioms, sentence structure, links and variety are impressive. Gross errors are very rare.

A18 Positive Ability.

A few errors that are felt to be slips. The story or arguments has a definite impact. No grammar problem. Variety of structures. A definite spark.

A+(19-20) The candidates communicates  not only information and meaning, but also and especially the candidate’s whole self, his feelings, taste, points of  view, youth and culture, this ability to communicate his deep self may express itself in many ways: wide range effective vocabulary, original approach, vivid and sustained account in case of a narrative, well developed and ordered argument in case of a debate or discussion. A very definite spark.

Q 2. Blossoms of the Savannah.

Ole Kaelo. as a father he is close to his daughters and should therefore advocate for their best interest. He however betrays them. He does not support their bisg dream of joining Egerton university. He marries Resian off to Oloisudori. He denies Taito a chance to go to Mombasa for a Music extravaganza. He loved which is ironical.

 

√ Olarinkoi. pretends to be a guardian angel when he rescues Taiyo and Resian from the vagabonds. However he betrays Reslains trust when he attempts to rape her after kidnapping her. He also wants to marry her against her wish.

 

√ Mama Milanoi. A mother is supposed to nurture and protect her children. Mama Milanoi does the opposite when she assists the Enkamuratani get access to Taiyo. She sides with the Ole kaelo’s idea of having to Oloisudori.

 

 

√ Ole supeyo. He is a close friend and mentor to Ole kaelo. When Ole kaelo goes for his help to evade Oloisudori’s demands, Ole supeyo declines to buy the stocks and contracts that had imprisoned Ole kaelo to Oloisudori “……..But Ole supeyo had declined the offer effectively throwing him back to the hyena.”

 

 

√Oloisudori. He is a close business associate to Ole Kaelo. He visits Ole Kaero’s home after their contract. His eyeing Ole Keiro daughter Resian and his opportunism to wanting to forcefully marry Resian is enough betrayal to Ole Kaelo. He also blackmails Ole Kaelo by demanding for his two daughters; one to go with his friend.

 

Introduction – 2MKS

Body – 3×paragraphs= 12MKS

Conclusion – 2MKS

Language – 4 MKS

 

  1. a) SHORT STORY

 

Individual who unlawfully move to a foreign county are bound to suffer certain challenges. By moving to Ireland illegally, Ali Mah fouz experiences a multitude of challenges.

Any other relevant introduction

  • Impersonation – Ali impersonate a medical student. He told people he was a medical student. His face book picture should an eager young man standing outside the college of surgery with a bundle of books, two of which are telephone directories. He buys an iPod even though he doesn’t know how to load the device with music. – pg 74
  • Odd jobs – He worked for two Egyptian brothers, slicing kebab meat into a half moon pan. He powers washed cars, scrubbed pots, wiped down tables, sold Christmas trees door to door, worked in meat packing plant.
  • Arrests-he makes his first attempt to escape an arrest by jumping and running to a French woman who doesn’t help him. He alarms other passengers by calling out he is a terrorist. He in another escape attempt, ducked down and dashed under the body of a trailor, barely dogging the moving wheels. When he pushes between tourist buses and is caught by a tow bar, the pain is instant and crippling.
  • Violence

Ali is hit by Tarrant – ….. and ran straight into Tarrant’s fist, a wall made of bone and skin. Ali licked his laps and tasted blood.

  • Disillusionment

Although the “felt …. cut the Mediterranean like scissors through close, Ah, or remembering what awaits him back home himself ‘and now three years in jail ahead of him …. He swallowed a mouthful and then he swallowed some more…..”

 

  • Conclusion

Those who illegally move to foreign countries experience a number of challenges.

Mark 3.3.3.3.          introduction – 2       conclusion.  2        grammar 4

 3 b)THE PEARL

  • Kino and Juana’s expectations to have Coyotito treated.

When Coyotito is stung by the scorpion, Kino and Juana rush him to the doctor. Although Kina is aware that the doctor was not of his people, and could kill the doctor more easily than talk to him. (pg 26) Later when the doctor learns Kino had found the pearl of the world, he has great expectations of benefiting from the pearl. He even goes to treat Coyotito at home. The doctor frustrates them by not treating the boy. Kino hits the gate with frustration.

  • Priest

When the father heard that Kino had found great fortune, a great pearl, he goes to Kino’s home and tells him that he hoped “they will remember to give thanks, my son, to him who has given them this treasure….” Pg48. Expectations were that if the pearl was not bought, it could have been given to the church. (pg 42,63,68)

  • Beggars

When grapevine reaches beggars about the pearl of the world, they have great expectations for “they knew that there is no alms give in the world like a poor man who is suddenly lucky” pg 42, Every man suddenly became related to kino’s pearl and kino’s pearl went into the dreams, the speculations, the schemes, the plans, the future, the wishes, there heeds, the lusts, the hungers….”   Pg 43

  • Thieves

Attempts are made by thieves to make away with Kino’s pearl. The night before he goes to sell his pearl, a thief comes to steal it but both Kino and the thief are hurt. (pg 59-61) The thieves also pursue Kino and his family as they go to sell the pearl.

Before he leaves the house, he is attacked and searched. When Juana tries tothrow the pearl away, Kino attack her. He is as well attacked by an assailant whom he kills.  (pg 86-89)

He is further pursued to the mountains where he kills his assailants and his son Coyotito is killed.  (pg 115-116)

  • Kino’s family

Kino and his family have great expectations from the pearl. In the pearl he saw Juana and Coyotito and himself standing and kneeling at the high alter…. being married, …how they were dressed.  Juana in a shawl stiff with newness…” Then to come with little things Kino wanted …… pg 44-45 . He knew the pearl would see Coyotito join school.

  • Pearl buyers

The pearl buyers had great expectations on Kino’s pearl. “They got out papers so that …….. they put their pearls in the desks for it is not good to let an inferior pearl be seen beside a beauty” pg 69 When they negotiate, ‘the dealers hand had become a personality.”  pg 71 when Kino grabs the pearl from them, the dealers “knew they had played too hard they knew they would be disciplined for their failure …”   pg 75

  • Conclusion

When our expectations are high, so are our frustrations when they are not met.

Mark 3.3.3.3

Grade 4 & 5 Rationalized Notes

Grade 4 & 5 Rationalized Notes free downloads below:

GRADE-4-IRE-NOTES_Phoenix.pdf
GRADE 5 UPDATED RATIONALISED CREATIVE ARTS NOTES.pdf
GRADE-5-FRENCH-NOTES.pdf
GRADE 5 KISWAHILI NOTES.pdf
G5 AGRIC & NUTRITION-1.pdf
grade_4_rationalized_agriculture_and_nutrition_lesson_notes_Phoenix.pdf
GRADE-4-REVISION-BOOKLET_Phoenix.pdf
GRADE-4-SCIENCE-AND-TECHNOLOGY-NOTES_Phoenix.pdf
GRADE-4-SOCIAL-STUDIES-NOTES_Phoenix.pdf

Form 3 Physics Free High School Notes

PHYSICS FORM THREE

CHAPTER ONE

 LINEAR MOTION

Introduction

Study of motion is divided into two;

  1. Kinematics
  2. Dynamics

In kinematics forces causing motion are disregarded while dynamics deals with motion of objects and the forces causing them.

  1. Displacement

Distance moved by a body in a specified direction is called displacement. It is denoted by letter‘s’ and has both magnitude and direction. Distance is the movement from one point to another. The Si unit for displacement is the metre (m).

  1. Speed

This is the distance covered per unit time.

Speed= distance covered/ time taken. Distance is a scalar quantity since it has magnitude only. The SI unit for speed is metres per second(m/s or ms-1)

Average speed= total distance covered/total time taken

Other units for speed used are Km/h.

Examples                                                                                                                                                                         

  1. A body covers a distance of 10m in 4 seconds. It rests for 10 seconds and finally covers a distance of 90m in 60 seconds. Calculate the average speed.

Solution

Total distance covered=10+90=100m

Total time taken=4+10+6=20 seconds

Therefore average speed=100/20=5m/s

  1. Calculate the distance in metres covered by a body moving with a uniform speed of 180 km/h in 30 seconds.

Solution

Distance covered=speed*time

=180*1000/60*60=50m/s

=50*30

=1,500m

  1. Calculate the time in seconds taken a by body moving with a uniform speed of 360km/h to cover a distance of 3,000 km?

Solution

Speed:360km/h=360*1000/60*60=100m/s

Time=distance/speed

3000*1000/100

=30,000 seconds.

  • Velocity

This is the change of displacement per unit time. It is a vector quantity.

Velocity=change in displacement/total time taken

The SI units for velocity are m/s

Examples

  1. A man runs 800m due North in 100 seconds, followed by 400m due South in 80 seconds. Calculate,
  2. His average speed
  3. His average velocity
  4. His change in velocity for the whole journey

Solution

  1. Average speed: total distance travelled/total time taken

=800+400/100+80

=1200/180

=6.67m/s

  1. Average velocity: total displacement/total time

=800-400/180

=400/180

=2.22 m/s due North

  1. Change in velocity=final-initial velocity

= (800/100)-(400-80)

=8-5

=3m/s due North

  1. A tennis ball hits a vertical wall at a velocity of 10m/s and bounces off at the same velocity. Determine the change in velocity.

Solution

Initial velocity(u)=-10m/s

Final velocity (v) = 10m/s

Therefore change in velocity= v-u

=10- (-10)

=20m/s

  1. Acceleration

This is the change of velocity per unit time. It is a vector quantity symbolized by ‘a’.

Acceleration ‘a’=change in velocity/time taken= v-u/t

The SI units for acceleration are m/s2

Examples

  1. The velocity of a body increases from 72 km/h to 144 km/h in 10 seconds. Calculate its acceleration.

Solution

Initial velocity= 72 km/h=20m/s

Final velocity= 144 km/h=40m/s

Therefore ‘a’ =v-u/t

= 40-20/10

2m/s2

  1. A car is brought to rest from 180km/h in 20 seconds. What is its retardation?

Solution

Initial velocity=180km/h=50m/s

Final velocity= 0 m/s

A = v-u/t=0-50/20

= -2.5 m/s2

Hence retardation is 2.5 m/s2

 

Motion graphs

Distance-time graphs

 

 

 

 

Stationary body

 

 

 

 

 

 

b)

 

 

 

A body moving with uniform speed

 

 

 

 

 

 

c)

 

A body moving with variable speed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Area under velocity-time graph

Consider a body with uniform or constant acceleration for time‘t’ seconds;

 

 

 

 

 

 

 

 

 

 

 

 

 

Distance travelled= average velocity*t

=(0+v/2)*t

=1/2vt

This is equivalent to the area under the graph. The area under velocity-time graph gives the distance covered by the body under‘t’ seconds.

Example

A car starts from rest and attains a velocity of 72km/h in 10 seconds. It travels at this velocity for 5 seconds and then decelerates to stop after another 6 seconds. Draw a velocity-time graph for this motion. From the graph;

  1. Calculate the total distance moved by the car
  2. Find the accelerationof the car at each stage.

Solution

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. From the graph, total distance covered= area of (A+B+C)

=(1/2×10×20)+(1/2×6×20)+(5×20)

=100+60+100

=260m

Also the area of the trapezium gives the same result.

 

  1. Acceleration= gradient of the graph

Stage A gradient= 20-0/ 10-0 = 2 m/s2

Stage b gradient= 20-20/15-10 =0 m/s2

Stage c gradient= 0-20/21-15 =-3.33 m/s2

 

Using a ticker-timer to measure speed, velocity and acceleration.

It will be noted that the dots pulled at different velocities will be as follows;

 

Most ticker-timers operate at a frequency of 50Hzi.e. 50 cycles per second hence they make 50 dots per second. Time interval between two consecutive dots is given as,

1/50 seconds= 0.02 seconds. This time is called a tick.

The distance is measured in ten-tick intervals hence time becomes 10×0.02= 0.2 seconds.

Examples

  1. A tape is pulled steadily through a ticker-timer of frequency 50 Hz. Given the outcome below, calculate the velocity with which the tape is pulled.
C
B
A
·
·
·

 

 

 

Solution

Distance between two consecutive dots= 5cm

Frequency of the ticker-timer=50Hz

Time taken between two consecutive dots=1/50=0.02 seconds

Therefore, velocity of tape=5/0.02= 250 cm/s

  1. The tape below was produced by a ticker-timer with a frequency of 100Hz. Find the acceleration of the object which was pulling the tape.

 

 

 

 

 

Solution

Time between successive dots=1/100=0.01 seconds

Initial velocity (u) 0.5/0.01 50 cm/s

Final velocity (v) 2.5/0.01= 250 cm/s

Time taken= 4 ×0.01 = 0.04 seconds

Therefore, acceleration= v-u/t= 250-50/0.04=5,000 cm/s2

 

Equations of linear motion

The following equations are applied for uniformly accelerated motion;

      v = u + at

      s = ut + ½ at2

      v2= u2 +2as

Examples

  1. A body moving with uniform acceleration of 10 m/s2 covers a distance of 320 m. if its initial velocity was 60 m/s. Calculate its final velocity.

Solution

V2 = u2 +2as

= (60) +2×10×320

=3600+6400

= 10,000

Therefore v= (10,000)1/2

v= 100m/s

  1. A body whose initial velocity is 30 m/s moves with a constant retardation of 3m/s. Calculate the time taken for the body to come to rest.

Solution

v = u+at

0= 30-3t

30=3t

t= 30 seconds.

  1. A body is uniformly accelerated from rest to a final velocityof 100m/s in 10 seconds. Calculate the distance covered.

Solution

s=ut+ ½ at2

=0×10+ ½ ×10×102

= 1000/2=500m

 

Motion under gravity.

  1. Free fall

The equations used for constant acceleration can be used to become,

v =u+gt

s =ut + ½ gt2

v2= u+2gs

  1. Vertical projection

Since the body goes against force of gravity then the following equations hold

v =u-gt ……………1

s =ut- ½ gt2 ……2

v2= u-2gs …………3

N.B time taken to reach maximum height is given by the following

 t=u/g since v=0 (using equation 1)

 

Time of flight

The time taken by the projectile is the timetaken to fall back to its point ofprojection. Using eq. 2 then, displacement =0

0= ut- ½ gt2

0=2ut-gt2

t(2u-gt)=0

Hence, t=0 or t= 2u/g

t=o corresponds to the start of projection

t=2u/gcorresponds to the time of flight

The time of flight is twice the time taken to attain maximum height.

 

Maximum height reached.

Using equation 3 maximum height, Hmax is attained when v=0 (final velocity). Hence

v2= u2-2gs;- 0=u2-2gHmax, therefore

2gHmax=u2

      Hmax=u2/2g

 

Velocity to return to point of projection.

At the instance of returning to the original point, total displacement equals to zero.

v2 =u2-2gs hence v2= u2

Thereforev=u or v=±u

Example

A stone is projected vertically upwards with a velocity of 30m/s from the ground.      Calculate,

  1. The time it takes to attain maximum height
  2. The time of flight
  3. The maximum height reached
  4. The velocity with which it lands on the ground. (take g=10m/s)

Solution

  1. Time taken to attain maximum height

T=u/g=30/10=3 seconds

 

  1. The time of flight

T=2t= 2×3=6 seconds

Or T=2u/g=2×30/10=6 seconds.

 

  1. Maximum height reached

Hmax= u2/2g= 30×30/2×10= 45m

 

  1. Velocity of landing (return)

v2= u2-2gs, but s=0,

Hence v2=u2

Thereforev=(30×30)1/2=30m/s

  1. Horizontal projection

The path followed by a body (projectile) is called trajectory. The maximum horizontal distance covered by the projectile is called range.

 

 

 

 

 

 

 

 

 

 

 

The horizontal displacement ‘R’ at a time‘t’ is given by s=ut+1/2at2

Taking u=u and a=0 hence R=ut, is the horizontal displacement and h=1/2gt2 is the vertical displacement.

NOTE

The time of flight is the same as the time of free fall.

 

Example

A ball is thrown from the top of a cliff 20m high with a horizontal velocity of 10m/s. Calculate,

  1. The time taken by the ball to strike the ground
  2. The distance from the foot of the cliff to where the ball strikes the ground.
  3. The vertical velocity at the time it strikes the ground. (take g=10m/s)

Solution

  1. h= ½ gt2

20= ½ ×10×t2

40=10t2

t2=40/10=4

t=2 seconds

  1. R=ut

=10×2

=20m

  1. v=u+at=gt

= 2×10=20m/s

CHAPTER TWO

REFRACTION OF LIGHT

 

Introduction

Refraction is the change of direction of light rays as they pass at an angle from one medium to another of different optical densities.

 

Exp. To investigate the path of light through rectangular glass block.

Apparatus: – soft-board, white sheet of paper, drawing pins (optical), rectangular glass block.

Procedure

  1. Fix the white plain paper on the soft board using pins.
  2. Place the glass block on the paper and trace its outline, label it ABCD as shown below.
  3. Draw a normal NON at point O.
  4. Replace the glass block to its original position.
  5. Stick two pins P1 and P2 on the line such that they are at least 6cm apart and upright.
  6. Viewing pins P1 and P2 from opposite side, fixpins P3 and P4 such that they’re in a straight line.
  7. Remove the pins and the glass block.
  8. Draw a line joining P3 and P4 and produce it to meet the outline face AB at point O

 

 

 

 

 

 

 

 

 

 

 

Explanation of refraction.

Light travels at a velocity of 3.0×108in a vacuum. Light travels with different velocities in different media. When a ray of light travels from an optically less dense media to more dense media, it is refracted towards the normal. The glass block experiment gives rise to a very important law known as the law of reversibility which states that “if a ray of light is reversed, it always travels along its original path”. If the glass block is parallel-sided, the emergent ray will be parallel to the incident ray but displaced laterally as shown

 

 

 

 

 

 

 

 

 

 

 

‘e’ is called the angle of emergence. The direction of the light is not altered but displaced sideways. This displacement is called lateral displacement and is denoted by‘d’. Therefore

XY= t/Cos r   YZ= Sin (i-r) ×xy

So, lateral displacement, d = t Sin (i-r)/Cos r

Laws of refraction

  1. The incident ray, the refracted ray and the normal at the point of incidence all lie on the same plane.
  2. The ratio of the sine of the angle of incidence to the sine of the angle of refraction is a constant for a given pair of media.

Sin i/sin r = constant (k)

 

Refractive index

Refractive index (n) is the constant of proportionality in Snell’s law; hence

Sin i/ sin r = n

Therefore sin i/sin r=n=1/sin r/sin i

 

Examples                                                             

  1. Calculate the refractive index for light travelling from glass to air given thatang= 1.5

Solution

gna= 1/ang = 1/1.5=0.67

 

  1. Calculate the angle of refraction for a ray of light from air striking an air-glass interface, making an angle of 600 with the interface. (ang= 1.5)

Solution

Angle of incidence (i) = 900-600=300

1.5=sin 30o/sin r, sin r =sin 300/ 1.5=0.5/1.5

Sin r=0.3333, sin-10.3333= 19.50

R= 19.50

 

Refractive index in terms of velocity.

Refractive index can be given in terms of velocity by the use of the following equation;

 

1n2 = velocity of light in medium 1/velocity of light in medium 2

 

When a ray of light is travelling from vacuum to a medium the refractive index is referred to as absolute refractive index of the medium denoted by ‘n’

Refractive index of a material ‘n’=velocity of light in a vacuum/velocity of light in material ‘n’

The absolute refractive indices of some common materials is given below

  Material Refractive index
1 Air (ATP) 1.00028
2 Ice 1.31
3 Water 1.33
4 Ethanol 1.36
5 Kerosene 1.44
6 Glycerol 1.47
7 Perspex 1.49
8 Glass (crown) 1.55
9 Glass (flint) 1.65
10 Ruby 1.76
11 Diamond 2.72

 

Examples

  1. A ray of light is incident on a water-glass interface as shown. Calculate ‘r’. (Take the refractive index of glass and water as 3/2 and 4/3 respectively)

 

 

 

 

 

 

 

 

 

Solution

Since anw sin θw=ang sing

4/3 sin 300= 3/2 sin r

3/2 sin r= 4/3× 0.5

Sin r =4/6×2/3=4/9= 0.4444

r = 26.40

  1. The refractive index of water is 4/3 and that of glass is 3/2. Calculate the refractive index of glass with respect to water.

Solution

wng= gna×ang, but wna = 1/ anw=3/4

wng=3/4×3/2=9/8= 1.13

 

Real and apparent depth

Consider the following diagram

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The depth of the water OM is the real depth, and the distance IM is known as the apparent depth. OI is the distance through which the coin has been displaced and is known as the vertical displacement. The relationship between refractive index and the apparent depth is given by;

 

Refractive index of a material=real depth/apparent depth

NB

This is true only if the object is viewed normally.

Example

A glass block of thickness 12 cm is placed on a mark drawn on a plain paper. The mark is viewed normally through the glass. Calculate the apparent depth of the mark and hence the vertical displacement. (Refractive index of glass =3/2)

Solution

ang= real depth/apparent depth

apparent depth= real depth/ ang=(12×2)/3= 8 cm

vertical displacement= 12-8=4 cm

 

Applications of refractive index

Total internal reflection

This occurs when light travels from a denser optical medium to a less dense medium. The refracted ray moves away from the normal until a critical angle is reached usually 900 where the refracted ray is parallel to the boundary between the two media. If this critical angle is exceeded total internal reflection occurs and at this point no refraction occurs but the ray is reflected internally within the denser medium.

Relationship between the critical angle and refractive index.

Consider the following diagram

 

 

 

 

 

 

 

 

 

From Snell’s law

gnw = sin C/sin 900,but ang = 1/gna since sin 900 = 1

Thereforeang= 1/sin C, hence sin C=1/n or n=1/sin C

 

Example

Calculate the critical angle of diamond given that its refractive index is 2.42

Solution

Sin C= 1/n=1/ 2.42= 0.4132= 24.40

 

Effects of total internal reflection

  1. Mirage: These are ‘pools of water’ seen on a tarmac road during a hot day. They are also observed in very cold regions but the light curves in opposite direction such that a polar bear seems to be upside down in the sky.
  2. Atmospheric refraction: the earths’ atmosphere refracts light rays so that the sun can be seen even when it has set. Similarly the sun is seen before it actually rises.

 

Applications of total internal reflection

  1. Periscope: a prism periscope consists of two right angled glass prisms of angles 450,900 and 450 arranged as shown below. They are used to observe distant objects.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. Prism binoculars: the arrangement of lenses and prisms is as shown below. Binoculars reduce the distance of objects such that they seem to be nearer.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. Pentaprism: used in cameras to change the inverted images formed into erect and actual image in front of the photographer.
  2. Optical fibre: this is a flexible glass rod of small diameter. A light entering through them undergoes repeated internal reflections. They are used in medicine to observe or view internal organs of the body

 

 

 

 

 

 

  1. Dispersion of white light: the splitting of light into its constituent colours is known as dispersion. Each colour represents a different wavelength as they strike the prism and therefore refracted differently as shown.

 

 

 

 

 

 

 

 

 

 

 

 

CHAPTER THREE

NEWTON’S LAWS OF MOTION

Newton’s first law (law of inertia)

This law states that “A body continues in its state of rest or uniform motion unless an unbalanced force acts on it”. The mass of a body is a measure of its inertia. Inertia is the property that keeps an object in its state of motion and resists any efforts to change it.

Newton’s second law (law of momentum)

Momentum of a body is defined as the product of its mass and its velocity.

Momentum ‘p’=mv. The SI unit for momentum is kgm/s or Ns. The Newton’s second law states that “The rate of change of momentum of a body is proportional to the applied force and takes place in the direction in which the force acts”

Change in momentum= mv-mu

Rate of change of momentum= mv-mu/t

Generally the second law gives rise to the equation of force F=ma

Hence F=mv-mu/t and Ft=mv-mu

The quantity Ft is called impulse and is equal to the change of momentum of the body.  The SI unit for impulse is Ns.

 

Examples

  1. A van of mass 3 metric tons is travelling at a velocity of 72 km/h. Calculate the momentum of the vehicle.

Solution

Momentum=mv=72km/h=(20m/s)×3×103 kg

=6.0×104kgm/s

 

  1. A truck weighs 1.0×105 N and is free to move. What force willgiveit an acceleration of 1.5 m/s2? (take g=10N/kg)

Solution

Mass of the truck = (1.0×105)/10=6.0×104

Using F=ma

=1.5×10×104

=1.5×104 N

  1. A car of mass 1,200 kg travelling at 45 m/s is brought to rest in 9 seconds. Calculate the average retardation of the car and the average force applied by the brakes.

Solution

Since the car comes to rest, v=0, a=(v-u)/t =(0-45)/9=-5m/s (retardation)

F=ma =(1200×-5) N =-6,000 N (braking force)

  1. A truck of mass 2,000 kg starts from rest on horizontal rails. Find the speed 3 seconds after starting if the tractive force by the engine is 1,000 N.

Solution

Impulse = Ft=1,000×3= 3,000 Ns

Let v be the velocity after 3 seconds. Since the truck was initially at rest then u=0.

Change in momentum=mv-mu

= (2,000×v) – (2,000×0)

=2,000 v

But impulse=change in momentum

2,000 v = 3,000

v = 3/2=1.5 m/s.

 

Weight of a body in a lift or elevator

When a body is in a lift at rest then the weight

W=mg

When the lift moves upwards with acceleration ‘a’ then the weight becomes

W = m (a+g)

If the lift moves downwards with acceleration ‘a’ then the weight becomes

W = m (g-a)

Example

A girl of mass stands inside a lift which is accelerated upwards at a rate of 2 m/s2. Determine the reaction of the lift at the girls’ feet.

Solution

Let the reaction at the girls’ feet be ‘R’ and the weight ‘W’

The resultant force F= R-W

= (R-500) N

Using F = ma, then R-500= 50×2, R= 100+500 = 600 N.

 

Newton’s third law (law of interaction)

This law states that “For every action or force there is an equal and opposite force or reaction”

Example

A girl of mass 50 Kg stands on roller skates near a wall. She pushes herself against the wall with a force of 30N. If the ground is horizontal and the friction on the roller skates is negligible, determine her acceleration from the wall.

Solution

Action = reaction = 30 N

Force of acceleration from the wall = 30 N

F = ma

a = F/m = 30/50 = 0.6 m/s2

 

Linear collisions

Linear collision occurs when two bodies collide head-on and move along the same straight line. There are two types of collisions;

  1. Inelastic collision: – this occurs when two bodies collide and stick together i.e. hitting putty on a wall. Momentum is conserved.
  2. Elastic collision: – occurs when bodies collide and bounce off each other after collision. Both momentum and kinetic energy are conserved.

 

Collisions bring about a law derived from both Newton’s third law and conservation of momentum. This law is known as the law of conservation of linear momentum which states that “when no outside forces act on a system of moving objects, the total momentum of the system stays constant”.

Examples

  1. A bullet of mass 0.005 kg is fired from a gun of mass 0.5 kg. If the muzzle velocity of the bullet is 300 m/s, determine the recoil velocity of the gun.

Solution

Initial momentum of the bullet and the gun is zero since they are at rest.

Momentum of the bullet after firing = (0.005×350) = 1.75 kgm/s

But momentum before firing = momentum after firing hence

0 = 1.75 + 0.5 v where ‘v’ = recoil velocity

0.5 v = -1.75

v =-1.75/0.5 = – 3.5 m/s (recoil velocity)

  1. A resultant force of 12 N acts on a body of mass 2 kg for 10 seconds. What is the change in momentum of the body?

Solution

Change in momentum = ∆P = mv – mu= Ft

= 12×10 = 12 Ns

  1. A minibus of mass 1,500 kg travelling at a constant velocity of 72 km/h collides head-on with a stationary car of mass 900 kg. The impact takes 2 seconds before the two move together at a constant velocity for 20 seconds. Calculate
  2. The common velocity
  3. The distance moved after the impact
  4. The impulsive force
  5. The change in kinetic energy

Solution

  1. Let the common velocity be ‘v’

Momentum before collision = momentum after collision

(1500×20) + (900×0) = (1500 +900)v

30,000 = 2,400v

v = 30,000/2,400 = 12.5 m/s (common velocity)

  1. After impact, the two bodies move together as one with a velocity of 12.5 m/s

Distance = velocity × time

= 12.5×20

= 250m

  1. Impulse = change in momentum

= 1500 (20-12.5) for minibus or

=900 (12.5 – 0) for the car

= 11,250 Ns

Impulse force F = impulse/time = 11,250/2 = 5,625 N

  1. E before collision = ½ × 1,500 × 202 = 3 × 105 J

K.E after collision = ½ × 2400 × 12.52 = 1.875×105 J

Therefore, change in K.E =(3.00 – 1.875) × 105 = 1.25× 105 J

 

 

 

Some of the applications of the law of conservation of momentum

  1. Rocket and jet propulsion: – rocket propels itself forward by forcing out its exhaust gases. The hot gases are pushed through exhaust nozzle at high velocity therefore gaining momentum to move forward.
  2. The garden sprinkler: – as water passes through the nozzle at high pressure it forces the sprinkler to rotate.

 

Solid friction

Friction is a force which opposes or tends to oppose the relative motion of two surfaces in contact with each other.

Measuring frictional forces

We can relate weight of bodies in contact and the force between them. This relationship is called coefficient of friction. Coefficient of friction is defined as the ratio of the force needed to overcome friction Ff to the perpendicular force between the surfaces Fn. Hence

µ = Ff/ Fn

Examples

  1. A box of mass 50 kg is dragged on a horizontal floor by means of a rope tied to its front. If the coefficient of kinetic friction between the floor and the box is 0.30, what is the force required to move the box at uniform speed?

Solution

Ff = µFn

Fn= weight = 50×10 = 500 N

Ff = 0.30 × 500 = 150 N

 

  1. A block of metal with a mass of 20 kg requires a horizontal force of 50 N to pull it with uniform velocity along a horizontal surface. Calculate the coefficient of friction between the surface and the block. (take g = 10 m/s)

Solution

Since motion is uniform, the applied force is equal to the frictional force

Fn = normal reaction = weight = 20 ×10 = 200 N

Therefore, µ =Ff/ Fn = 50/ 200 = 0.25.

 

Laws of friction

It is difficult to perform experiments involving friction and thus the following statements should therefore be taken merely as approximate descriptions: –

  1. Friction is always parallel to the contact surface and in the opposite direction to the force tending to produce or producing motion.
  2. Friction depends on the nature of the surfaces and materials in contact with each other.
  3. Sliding (kinetic) friction is less than static friction (friction before the body starts to slide).
  4. Kinetic friction is independent of speed.
  5. Friction is independent of the area of contact.
  6. Friction is proportional to the force pressing the two surfaces together.

Applications of friction

  1. Match stick
  2. Chewing food
  3. Brakes
  4. Motion of motor vehicles
  5. Walking

Methods of reducing friction

  1. Rollers
  2. Ball bearings in vehicles and machines
  3. Lubrication / oiling
  4. Air cushioning in hovercrafts

 

Example

A wooden box of mass 30 kg rests on a rough floor. The coefficient of friction between the floor and the box is 0.6. Calculate

  1. The force required to just move the box
  2. If a force of 200 N is applied the box with what acceleration will it move?

Solution

  1. Frictional force Ff= µFn = µ(mg)

= 0.6×30×10 = 180 N

  1. The resultant force = 200 – 180 = 20 N

From F =ma, then 20 = 30 a

a = 20 / 30 = 0.67 m/s2

 

Viscosity

This is the internal friction of a fluid. Viscosity of a liquid decreases as temperature increases. When a body is released in a viscous fluid it accelerates at first then soon attains a steady velocity called terminal velocity. Terminal velocity is attained when F + U = mg where F is viscous force, U is upthrust and mg is weight.

 

 

 

CHAPTER FOUR

 ENERGY, WORK, POWER AND MACHINES

Energy

This is the ability to do work.

Forms of energy.

  1. Chemical energy: – this is found in foods, oils charcoal firewood etc.
  2. Mechanical energy: – there are two types;
  3. Potential energy – a body possesses potential energy due to its relative position or state
  4. Kinetic energy – energy possessed by a body due to its motion i.e. wind, water
  • Wave energy – wave energy may be produced by vibrating objects or particles i.e. light, sound or tidal waves.
  1. Electrical energy – this is energy formed by conversion of other forms of energy i.e. generators.

Transformation and conservation of energy

Any device that facilitates energy transformations is called transducer. Energy can be transformed from one form to another i.e. mechanical – electrical – heat energy. The law of conservation of energy states that “energy cannot be created or destroyed; it can only be transformed from one form to another”.

 

Work

Work is done when a force acts on a body and the body moves in the direction of the force.

Work done = force × distance moved by object

W = F × d

Work is measured in Nm. 1 Nm = 1 Joule (J)

 

Examples

  1. Calculate the work done by a stone mason lifting a stone of mass 15 kg through a height of 2.0 m. (take g=10N/kg)

Solution

Work done = force × distance

= (15× 10) × 2 = 300 Nm or 300 J

  1. A girl of mass 50 kg walks up a flight of 12 steps. If each step is 30 cm high, calculate the work done by the girl climbing the stairs.

Solution

Work done = force × distance

= (50× 10) × (12 ×30) ÷ 100 = 500 × 3.6 = 1,800 J

  1. A force of 7.5 N stretches a certain spring by 5 cm. How much work is done in stretching this spring by 8.0 cm?

Solution

A force of 7.5 produces an extension of 5.0 cm.

Hence 8.0 cm = (7.5 ×8)/ 5 = 12.0 N

Work done = ½ × force × extension

= ½ × 12.0 × 0.08 = 0.48 J

  1. A car travelling at a speed of 72 km/h is uniformly retarded by an applicationof brakes and comes to rest after 8 seconds. If the car with its occupants has a mass of 1,250 kg. Calculate;
  2. The breaking force
  3. The work done in bringing it to rest

Solution

  1. F = ma and a = v – u/t

But 72 km/h = 20m/s

a = 0 -20/8 = – 2.5 m/s

Retardation = 2.5 m/s

Braking force F = 1,250 × 2.5

= 3,125 N

  1. Work done = kinetic energy lost by the car

= ½ mv2 – ½ mu2

= ½ × 1250 × 02 – ½ × 1250 × 202

= – 2.5 × 105 J

  1. A spring constant k = 100 Nm is stretched to a distance of 20 cm. calculate the work done by the spring.

Solution

Work = ½ ks2

= ½ × 100 × 0.22

= 2 J

Power

Poweris the time rate of doing work or the rate of energy conversion.

Power (P) = work done / time

  P = W / t

The SI unit for power is the watt (W) or joules per second (J/s).

Examples

  1. A person weighing 500 N takes 4 seconds to climb upstairs to a height of 3.0 m. what is the average power in climbing up the height?

Solution

Power = work done / time = (force × distance) / time

= (500 ×3) / 4 = 375 W

  1. A box of mass 500 kg is dragged along a level ground at a speed of 12 m/s. If the force of friction between the box and floor is 1200 N. Calculate the power developed.

Solution

Power = F v

= 2,000 × 12

= 24,000 W = 24 kW.

Machines

A machine is any device that uses a force applied at one point to overcome a force at another point. Force applied is called the effort while the resisting force overcome is called load. Machines makes work easier or convenient to be done. Three quantities dealing with machines are;-

  1. Mechanical advantage (M.A.) – this is defined as the ratio of the load (L) to the effort (E). It has no units.

M.A = load (L) / effort (E)

  1. Velocity ratio – this is the ratio  of thedistance moved by the effort to the distance moved by the load

V.R = distance moved by effort/ distance moved by the load

  1. c) Efficiency – is obtained by dividing the work output by the work input and the getting                      percentage

Efficiency = (work output/work input) × 100

= (M.A / V.R) × 100

= (work done on load / work done on effort) × 100

Examples

  1. A machine; the load moves 2 m when the effort moves 8 m. If an effort of 20 N is used to raise a load of 60 N, what is the efficiency of the machine?

Solution

Efficiency =   (M.A / V.R) × 100    M.A = load/effort =60/20 = 3

V.R =DE/ DL = 8/2 = 4

Efficiency = ¾ × 100 = 75%

Some simple machines

  1. Levers– this is a simple machine whose operation relies on the principle of moments
  2. Pulleys – this is a wheel with a grooved rim used for lifting heavy loads to high levels. The can be used as a single fixed pulley, or as a block-and-tackle system.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M.A = Load/ Effort

V.R = no. of pulleys/ no. of strings supporting the load

Example

A block and tackle system has 3 pulleys in the upper fixed block and two in the lower moveable block. What load can be lifted by an effort of 200 N if the efficiency of the machine is 60%?

Solution

V.R = total number of pulleys = 5

Efficiency = (M.A /V.R) × 100 = 60%

0.6 = M.A/ 5 =3, but M.A = Load/Effort

Therefore, load = 3 ×200 = 600 N

  1. Wheel and axle– consists of a large wheel of big radius attached to an axle of smaller radius.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

V.R = R/r and M.A = R/r

Example

A wheel and axle is used to raise a load of 280 N by a force of 40 N applied to the rim of the wheel. If the radii of the wheel and axle are 70 cm and 5 cm respectively. Calculate the M.A, V.Rand efficiency.

Solution

M.A = 280 / 40 = 7

V.R = R/r = 70/5 = 14

Efficiency = (M.A/ V.R) × 100 = 7/14 × 100 = 50 %

  1. Inclined plane: –

V.R = 1/ sin θ           M.A = Load/ Effort

 

Example

A man uses an inclined plane to lift a 50 kg load through a vertical height of 4.0 m. the inclined plane makes an angle of 300 with the horizontal. If the efficiency of the inclined plane is 72%, calculate;

  1. The effort needed to move the load up the inclined plane at a constant velocity.
  2. The work done against friction in raising the load through the height of 4.0 m. (take g= 10 N/kg)

Solution

  1. R = 1 / sin C = 1/ sin 300 = 2 M.A = efficiency × V.R = (72/100)× 2 = 1.44

Effort = load (mg) / effort (50×10)/ 1.44 = 347.2 N

 

  1. Work done against friction = work input – work output

Work output = mgh = 50×10×4 = 2,000 J

Work input = effort × distance moved by effort

347.2 × (4× sin 300) = 2,777.6 J

Therefore work done against friction = 2,777.6 – 2,000 = 777.6 J

  1. The screw: – the distance between two successive threads is called the pitch

V.R of screw = circumference of screw head / pitch P

                        = 2πr / P

Example

A car weighing 1,600 kg is lifted with a jack-screw of 11 mm pitch. If the handleis 28 cmfrom the screw, find the force applied.

Solution

Neglecting friction M.A = V.R

V.R = 2πr /P = M.A = L / E

1,600 / E = (2π× 0.28) / 0.011

E = (1,600 × 0.011 × 7) / 22×2×0.28 =10 N

  1. Gears: – the wheel in which effort is applied is called the driver while the load wheel is the driven wheel.

V.R = revolutions of driver wheel / revolutions of driven wheel

            Or

V.R = no.of teeth in the driven wheel/ no. of teeth in the driving wheel

Example

 

 

 

 

 

  1. Pulley belts: -these are used in bicycles and other industrial machines

V.R = radius of the driven pulley / radius of the driving pulley

 

  1. Hydraulic machines

V.R = R2 / r2 where R- radius of the load piston and r- radius of the effort piston

Example

The radius of the effort piston of a hydraulic lift is 1.4 cm while that of the load piston is 7.0 cm. This machine is used to raise a load of 120 kg at a constant velocity through a height of 2.5 cm. given that the machine is 80% efficient, calculate;

  1. The effort needed
  2. The energy wasted using the machine

Solution

  1. R = R2 / r2 = (7×7) / 1.4 × 1.4 = 25

Efficiency = M.A / V.R = (80 /100) × 25 = 20

But M.A = Load / Effort = (120×10) / 20 = 60 N

  1. Efficiency = work output / work input = work done on load (m g h) /80

= (120 × 10× 2.5) / work input

80 / 100 = 3,000 / work input

Work input = (3,000 × 100) /80 = 3,750 J

Energy wasted = work input – work output

= 3,750 – 3,000 = 750 J

 

 

 

 

CHAPTER FIVE

CURRENT ELECTRICITY

Electric potential difference and electric current

Electric current

Electric potential difference (p. d) is defined as the work done per unit charge in moving charge from one point to another. It is measured in volts.

Electric current is the rate of flow of charge. P. d is measured using a voltmeter while current is measured using an ammeter. The SI units for charge is amperes (A).

 

Ammeters and voltmeters

In a circuit an ammeter is always connected in series with the battery while a voltmeter is always connected parallel to the device whose voltage is being measured.

 

Ohm’s law

This law gives the relationship between the voltage across a conductor and the current flowing through it. Ohm’s law states that “the current flowing through a metal conductor is directly proportional to the potential difference across the ends of the wire provided that temperature and other physical conditions remain constant

Mathematically V α I

So V /I = constant, this constant of proportionality is called resistance

V / I = Resistance (R)

Resistance is measured in ohms and given the symbol Ω

 

Examples

  1. A current of 2mA flows through a conductor of resistance 2 kΩ. Calculate the voltage across the conductor.

Solution

V = IR = (2 × 10-3) × (2 × 103) = 4 V.

 

  1. A wire of resistance 20Ω is connected across a battery of 5 V. What current is flowing in the circuit?

Solution

I = V/R = 5 / 20 = 0.25 A

Ohmic and non-ohmic conductors

Ohmic conductors are those that obey Ohms law(V α I) and a good example is nichrome wire i.e. the nichrome wire is not affected by temperature.

Non-ohmic conductors do not obey Ohms law i.e. bulb filament (tungsten), thermistor couple, semi-conductor diode etc. They are affected by temperature hence non-linear.

 

Factors affecting the resistance of a metallic conductor

  1. Temperature – resistance increases with increase in temperature
  2. Length of the conductor– increase in length increases resistance
  3. Cross-sectional area– resistance is inversely proportional to the cross-sectional area of a conductor of the same material.

Resistivity of a material is numerically equal to the resistance of a material of unit length and unit cross-sectional area. It is symbolized by ρ and the units are ohmmeter (Ωm). It is given by the following formula;

ρ = AR /lwhere A – cross-sectional area, R – resistance, l – length

Example

Given that the resistivity of nichrome is 1.1× 10-6Ωm, what length of nichrome wire of diameter 0.42 mm is needed to make a resistance of 20 Ω?

Solution

ρ = AR /l, hence l = RA/ ρ = 20 × 3.142 × (2.1×10-4) / 1.1 × 10-6 = 2.52 m

 

Resistors

 

Resistors are used to regulate or control the magnitude of current and voltage in a circuit according to Ohms law.

Types of resistors

Carbon resistor
  • Fixed resistors – they are wire-wound or carbon resistors and are designed togive a fixed resistance.

 

 

 

  1. ii) Variable resistors – they consist of the rheostat and potentiometer. The resistance can be varied by sliding a metal contact to generate desirable resistance.

 

 

 

 

 

 

 

 

Wire-wound resistor

 

 

 

 

 

 

 

Resistor combination

  1. Series combination

Consider the following loop

 

 

 

 

 

 

 

 

Since it is in series then,

VT = V1 + V2 + V3

The same current (I) flows through the circuit (resistors), hence

IRT = I (R1 + R2 + R3), dividing through by I, then

RT = R1 + R2 + R3

Therefore for resistors connected in series the equivalent resistance (Req) is equal to the total sum of their individual resistances.

Req = R1 + R2 + R3

 

 

 

  1. Parallel combination

Consider the following circuit

 

 

 

 

 

 

 

 

 

 

 

 

 

Total current is given by;

IT = I1 + I2 + I3.  But IT = VT/RT = V1/R1 + V2/R2 + V3/R3

Since in parallel, VT = V1 = V2 = V3

Then 1/RT = 1/R1 + 1/R2 +1/R3, for ‘n’ resistors in parallel

1/RT = 1/R1 + 1/R2 +1/R3 ………… 1/Rn

If only two resistors are involved then the equivalent resistance becomes

1/Req = 1/R1 + 1/R2 = (R1 + R2)/ R1 R2

 

Examples

  1. Calculate the effective resistance in the following

 

 

 

 

 

 

Solution

This reduces to

 

Combining the two in parallel;

1/Req = (R1 + R2)/R1 R2 = 20/96

1/Req = 20/96, therefore Req = 96/20 = 4.8 Ω

Lastly combining the two in series;

Then Req = 4 Ω + 4.8 Ω = 8.8 Ω

  1. In the diagram below, a current of 0.8 A, passing through an arrangement of resistors as shown below. Find the current through the 10 Ω

 

 

 

 

 

 

 

 

 

Solution

Combining those in series then this can be replaced by two resistors of 60 Ω and 40 Ω.

Current through 10 Ω = (p.d. between P and R)/ (30 + 10) Ω

p.d between P and R = 0.8 × Req. Req = (40 × 60)/ 40 + 60 = 2400/ 100 = 24 Ω

p.d across R and P = 0.8 × 24 (V=IR)

therefore, current through 10 Ω = 19.2 / 10 + 30 = 0.48 A

 

Electromotive force and internal resistance

Electromotive force (e.m.f.) is the p.d across a cell when no current is being drawn from the cell. The p.d across the cell when the circuit is closed is referred to as the terminal voltage of the cell. Internal resistance of a cell is therefore the resistance of flow of current that they generate. Consider the following diagram;

 

The current flowing through the circuit is given by the equation,

 Current = e.m.f / total resistance

I = E / R + rwhere E – e.m.f of the cell

Therefore E = I (R + r) = IR + I r = V + I r

Examples

  1. A cell drives a current of 0.6 A through a resistance of 2 Ω. if the value of resistance is increased to 7 Ω the current becomes 0.2 A. calculate the value of e.m.f of the cell and its internal resistance.

Solution

Let the internal resistance be ‘r’ and e.m.f be ‘E’.

Using E = V + I r = IR + I r

Substitute for the two sets of values for I and R

E = 0.6 × (2 + 0.6 r) = 1.2 + 0.36 r

E = 0.6 × (7 × 0.2 r) = 1.4 + 0.12 r

Solving the two simultaneously, we have,

E = 1.5 v and R = 0.5 Ω

  1. A battery consists of two identical cells, each of e.m.f 1.5 v and internal resistance of 0.6 Ω, connected in parallel. Calculate the current the battery drives through a 0.7 Ω

Solution

When two identical cells are connected in series, the equivalent e.m.f is equal to that of only one cell. The equivalent internal resistance is equal to that of two such resistance connected in parallel. Hence Req = R1 R2 / R1 + R2 = (0.6 × 0.6) / 0.6 + 0.6 = 0.36 / 1.2 = 0.3 Ω

Equivalent e.m.f =1.5 / (0.7 + 0.3) = 1.5 A

Hence current flowing through 0.7 Ω resistor is 1.5 A

 

 

 

 

 

 

 

HISTORY SIMPLIFIED NOTES FORM 1-4

FORM ONE HISTORY AND GOVERNMENT

INTRODUCTION TO HISTORY AND GOVERNMENT

THE MEANING OF HISTORY

History is an account of events that took place in the past. History may also be defined as a branch of knowledge which deals with past events of human beings and their response to their environment over the years.R.G Collingwood, in his book The Idea of History (OUP 1994) defined history as a “science concerned with the human actions in the past, pursued by interpretation of evidence for the sake of Human self knowledge.”

That history is a science because it involves finding out things about the past Humankind. For example, the origin of Man, why he was a toolmaker, why he domesticated animals and plants.

These are questions that provoke scientific curiosity.

The three definitions of History from the above are:

 History is the past of anything; of earth, man, disease or animals

 History is a branch of knowledge dealing with past events

 History is a science concerned with past Human actions

Since History at secondary level is specifically concerned with the past as it relates to humankind and his response to his environment over the years, the working definition of history is therefore;

 History is the endless story of mankind’s actions and events affecting him in the past.

Closely related to the term history is the term PREHISTORY.Prehistory refers to the unrecorded history- those activities that humans engaged in before writing and drawing were invented as ways of storing information. Such information is gained from songs, myths, stories, artifacts, fossils and the language of a people.

A historical event needs to have recorded evidence in order to be referred to as a historical fact

Characteristics of historical events

 They must have evidence.

 Historical information must be written or unwritten.

 Historical events only concern man.

 Historical events dwell mainly on the past happenings.

 Historical events must contain elements of truth.

The study of humankind’s past can be classified systematically into three;

 Social history- dealing with the traditions, values and cultural practices of a people

 Economic history; dealing with the means of livelihood of a people, such as hunting, gathering, agriculture and trade.

 Political history; dealing with the control system in a society, for example maintenance of law and order, leadership and security.

 

THE MEANING OF GOVERNMENT

Derived from the verb govern, government means to exercise authority over. To rule or control. Or having power to direct or conduct the policies and public affairs of a country or an institution. In our study, the term government refers to a group of people within a state or a country given authority to organize, direct and control the affairs of the state or country.In Kenya, the government has three arms.

The legislature: – Commonly referred to as parliament, this is a law making arm of government.

It includes the National assembly and the president.

The executive: – this is the arm of government which implements laws. It includes the president, the cabinet and the civil service.

The judiciary: – this is the arm of government responsible for seeing that the laws made are constitutional, that they are followed and that those who break them are punished. It is commonly referred to as the courts.Jean Jacques Rousseau, in his book, The Social Contract, describes government as “an intermediate body set up by the subjects to ensure equity (fairness) and the execution of laws while maintaining social and political liberty”

In this sense, government is not dictatorial since its authority is derived from the people. People must however be free to choose their leaders, even remove those in power and replace them with others, in order to ensure the existence of the principal of fairness.

FORMS OF GOVERNMENT

There are four forms of government:

Democratic government

This is a type of government in which rulers regularly seek public mandate through popular vote. Such governments are based on the principles of free and fair elections.

According to Abraham Lincoln, an American statesman, they are “governments of the people, for the people and by the people”.In such a government, freedoms and rights are provided for in the constitution that governs the law of the nation.

Aristocratic government

Aristos – best

Kratos – powers

An aristocracy is a form of government in which a group of people from the highest social class the royalty- in a society rule over others. Any member of the nobility can seek election or appointment to a government office while other citizens who are less privileged are there to be ruled.The King or Queen is the head of government while senior positions in the gover-nment are given to the privileged members from among the nobles. The nobles are considered superior to others human beings because of the wealthy family back-ground they are born into and their superior education. They are considered a rare breed of people.

 

 

Monarchical government

This is a form of government where democracy is practiced but aristocratical power is respected. Parliament is the supreme organ but the monarchy- the royalty that are in power be it the king or queen is retained as a tradition, and respected as head of state.

Monarchical governments are classified into two;Absolute monarchy: – which refers to the unrestricted power of the Head of State. The monarchy is dictatorial.

Constitutional monarchy;- The monarchical power , which is restricted is determ-ined by what is spelt out in the constitution. Such a system of government is found in Lesotho and Britain.

Dictatorial government

Dictatorship is a system of government where the ruler has total power over his subjects. Dictators are the sole authority where they rule. They make the law and execute justice and exercise their rule forcefully, suppressing their subjects at will. They curtail freedom of other subjects and impose their will over others.Examples of world dictators; Adolf Hitler of Germany who instigated the Germans into believing they were superior race and incited them against the Jews. Idi Amin of Uganda who ruled with a ‘rod of iron’

NB; the most ideal form of government is where the subjects go to the ballot to elect the people to lead them. Governments play the important function of maintaining law and order.

Importance of studying history

  1. a) History enables us to appreciate people’s evolution, origin of cultures and development and hence further good relations and remove biases and prejudices about other people.
  2. b) When we study history, we appreciate people’s contribution to national develop-pment. E.g. freedom fighters hence the importance of mutual and social responsi-bility.
  3. c) It helps us to know the origin of mankind, his development and the progress he has made to this day.
  4. d) We are able to understand our culture and appreciate the culture of other people.
  5. e) it instills a sense of patriotism and nationalism among citizens as they learn of the past political developments of their country. Its study inspires strong feelings of one’s heritage and the sense of belonging to a particular country.
  6. f) It helps us understand the interdependence of mankind and hence the need for cooperation.
  7. g) It influences career choice. The study of history leads to various professions. E.g. law, diplomacy, church, politics, teaching, and administration.
  8. h) The study of history helps us comprehend the social, economic and political developments of our societies
  9. i) It gives time and space to past events. Through the study of history, we learn about the time and place where an event took place. E.g. we know when Mau Mau uprising broke out (1948) and know when Kenya gained independence.
  10. j) It helps us develop a critical mind as we try to explain historical events. Historians will ask why, when and how.
  11. k) It provides intellectual fulfillment to the learner. Through an in -depth study of history, one’s mind is enriched.

Importance of studying government

  1. a) It helps us to appreciate the importance of government.
  2. b) Helps us understand how laws are made and enforced
  3. c) Helps us understand the organs of the state and the powers vested in them
  4. d) Helps us understand how government raises and spends revenue.
  5. e) Helps us compare our government system with other systems of government in other countries.
  6. f) Understand how development policies are formulated and implemented.
  7. g) It makes us know our roles as citizens and the roles of the leaders who govern us. This makes better law-abiding citizens.
  8. h) Its study helps us understand our responsibilities as well as the limitations within which e must operate for the well-being of every member of the society.
  9. i) It helps us appreciate the constitution and the process of making and reviewing laws and statutes.
  10. j) It influences career choices. For example, those who choose to specialize in public administration will find the study of government very useful.

SOURCES OF INFORMATION ON HISTORY AND GOVERNMENT

There three main sources of information on history and government;

  1. a) Unwritten sources.
  2. b) Written sources.
  3. c) Electronic sources

 Unwritten sources

This refers to historical information which is not recorded in writing.Unwritten sources of historical information include oral traditions, linguistics (languages), Anthropology (culture) archaeology, paleontology and genetics.

Oral traditions

This refers to the practice of handing down historical information by word of mouth from one Generation to the next. This forms a very important source of historical information especially where exists a non-literate society who might not be able to read.

Oral traditions include folk tales, proverbs, songs and stories. Songs, proverbs folktales and stories told to a younger generation have been very instrumental in the passing of information from one generation to the other. For example, a song about our struggle for independence in Kenya passes very important information to the younger generation, who not yet had born at that time.

 

 

Advantages of oral traditions as a source of information

  1. Oral traditions hands over historical facts from one generation to another in the absence of written records.
  2. It is the best source of historical information since even the illiterate can learn their h history using oral traditions
  3. It is also a form of entertainment. For example through songs, folktales stories and proverbs, people get entertained.
  4. It complements other sources of information.
  5. The source of information is captivating especially if it is narrated by a person who participated in the event himself. For example, an Ex- World War II veteran narrating about the war.

Disadvantages of oral traditions as a source of information

  1. The truth and correctness of oral traditions become unreliable especially when the narrator deliberately conceals some information or lies. People tend to conceal their failures while talking so much about their success.
  2. Information can b exaggerated as they are transmitted by elders to successive generations.

At times it is difficult to differentiate between what is real and what is imagined.

  1. Some information or facts may be forgotten or omitted since oral traditions depend heavily on human memory. This makes the information passed unreliable.
  2. Dates of information may be lacking. The source may not give correct chronology of events because it depends on human memory. It is common that people forget important dates and information about a particular past event.
  3. It is an expensive method. One has to pay for the informant’s transportation, lunch and accommodation. A historian may also need to travel to far places to find information.
  4. It is time consuming. One requires a lot of time to interview one individual. Where many people are to be interviewed, it may take a long time.

Linguistics

This refers to the scientific study of languages.

Historical linguistics is the study of language as it changes n the course of time. It seeks to trace the principles of language change and establish the current genealogical classification of a particular language. Such a study helps in discovering language form, content, vocabulary and historical experiences of the people who speak the language.

Distribution of language and relationship between languages is important to a historian. People who speak related languages may be assumed to have a common origin, be connected, or had been in close contact at sometime in the past.Variations between languages of the same family can show how long ago the break in contact occurred.

 

 

 

Advantages of linguistics as a source of information

  1. Through linguistics, Facts can be obtained about the movement of people and their relationship. Such information helps experts to correctly group languages according to language families.
  2. It helps us understand communities better as people with a common language may have common origin. It is good for establishing facts on origin, migration and settlement.
  3. Linguistics complements other sources of historical information. For example, language as a medium of communication helps those using oral tradition to gather information from various sources.
  4. Language has enabled historical linguists to discover links between different people which were previously unknown. E.g. it is now known that the Bantus had a common origin and possibly spoke one language. However due to long periods of separation between various

Bantu groups, through migrations, these groups may not understand each other’s language today.

  1. Linguistics helps in the dating of migration of people. Language drawn from a parent language will change in a certain way and rate through time. When comparing parent language with derived language, it is possible to know how long the derived language has independently from the parent language. E.g. Sheng language and Kiswahili (parent language).

Limitations in the use of linguistics as a source of information

  1. It is time consuming/learning a language takes a long time therefore delaying acquisition of information.
  2. There is a danger of omitting a word when translating a language. In the process, vital information about a people’s history may be lost.
  3. Inaccurate information can be passed on where wrong words are borrowed from other languages.
  4. Some words may just be difficult to understand.
  5. Some languages have become archaic and irrelevant hence difficult to translate.
  6. Misinterpretation of words may make them difficult to understand.
  7. Linguistic analysis for classification purposes may fail to take into account languages with time.
  8. One word may have different meanings in different languages. This can easily confuse a researcher. For example, Nyoro in Kikuyu means ‘smooth’, while the same word in Luo means ‘yesterday’.
  9. Lack of original speakers in the language under study limits research findings.

Anthropology

This is the study of human beings, their origin, development, customs, beliefs, and social attributes like music, dance, drama, and religious beliefs and practices.

Anthropologists have to live among the people under study in order to experience their way of life in order to understand and explain structures of societies, forms of social organization, institutions, descent, marriage, forms of government, systems of inheritance, religious customs and cultural values.The anthropological description of the beliefs and customs of a people will help the historian to determine the cultural past of the people

Advantages of anthropology as a source of information

  1. By living among the people, anthropologists help to discover, understand and explain structures of societies, forms of social organization, cultures, etc.
  2. Anthropologists assist historians to determine the cultural past of the people.
  3. It also gives a deeper understanding of a particular aspect of a people’s culture.

Limitations in the use of anthropology as a source of information

  1. It is an expensive method as it involves living among the people.
  2. It is a time-consuming method of acquiring information.
  3. It is difficult for a researcher to adapt to the environment since the people they are studying may be of a totally different culture. Where they succeed in adapting, they face the risk of losing their own culture.
  4. People under study may try to behave differently when the researcher is around. A researcher may therefore miss important details.

Genetic studies

Genetics is the scientific study of the ways in which characteristics are passed from parents to their offspring. (The study of heredity and the variation of inherited characteristics.) It deals with the ay human beings adapted to the circumstances in their environment and utilized available plants and animals to meet their needs.When used in relation to pants genetic studies helps us trace the origin of various species by identifying them with the region where large numbers of them are found today. After this, interpretation of their movement is made. The appearance of new cultivated varieties can be identified with the people whose economy they form a part. Also, common genes or characteristics among a group of people may indicate some relationships.

Archaeology and paleontology

Archaeology is the study of man’s past through scientific analysis of the remains of material remains of his culture, e.g. weapons, tools, houses, clothing, utensils, paintings sculpture, pottery, coins, jewellery, cutlery, beads and work o arts.The archaeologist reconstructs the activities and way of life of people who lived in prehistoric times from various evidence remains of the material culture.Other items that can be used in archaeology include remains of charcoal and carbo-nized seeds, remains of cloth or garments, remains of dwelling laces.After studying the available artifacts, the archaeologist formulates his concept of a people’s civilization at the time the artifacts were used. The existence of artifacts in an area can enable the historian to deduce the material culture of the people who lived n the past.

Palaeontology is the scientific study of the evolution and structure of extinct plants and animals (fossils) through scientific examination of fossil remains.Historians and archaeologists work with natural scientists like paleontologists, geologists and ecologists and chemistry in discovering fossils, getting information about soil structure, interpreting man’s relationship to his environment and dating of fossils.

Methods used by archaeologists and paleontologists in discovering a historical site.

  1. a) By looking at areas where tectonic forces (faulting) or erosion have occurred. In such areas, surfaces which may give important clues to the point of finding fossils and artefacts are exposed.
  2. b) Use of vision. Sometimes vision may help them find on the surface a small part of an early settlement such as a few stones in a regular pattern.
  3. c) Use of historical research. A place that may be mentioned in a historical document or in an oral narrative may give a clue to the geography of the area and open up further inquiries into the past civilization of such a clue.e.g Omo River Valley, Olduvai Gorge, Ur and Babylon.
  4. d) Use of experience. An archaeologist may also use his long experience and skill to identify a potential site for archaeological excavation.
  5. e) During cultivation and building construction, farmers and builders may accidentally expose ancient objects that could arouse the curiosity of researchers. For example ‘Nyayo ya Mungu’ in Tanzania was a single footprint on a rock surface that was found in 1995 and became evidence of the existence of early human beings.

Advantages of using archaeology

  1. a) Archaeology gives us detailed information on material culture that other sources may not have.
  2. b) Archaeology gives a sense of time, as the artifacts are dated.
  3. c) It complements other sources of information and thus ensures authenticity of the information.
  4. d) It provides information of varied nature depending on the materials found on the site. For example, if tools, weapons, coins, bones, rock paintings and other items are located, at a site, a lot of information maybe deduced.

Limitations of using archaeology

  1. a) It is an expensive source of information. This is because one has to hire labourers to excavate the site and get artefacts and take them to laboratories for analysis.
  2. b) It is a time-consuming method. The researcher needs a lot of time to prepare for an excavation and take material for analysis in laboratories.
  3. c) It is sometime difficult for archaeologists to locate an archaeological site.
  4. d) Some artefacts and fossils are fragile and can therefore break or disintegrate during excavation. This may result in distortion of the analysis of the artefacts.
  5. e) Archaeology is only limited to the study of the ancient period and therefore cannot be used to study recent history.
  6. f) Archaeological information may sometimes be inaccurate since it is often bases on inferences (conclusions) and reconstructions.
  7. g) With archaeology, it may not be easy to accurately determine the date when events took place. It is only estimated through the method of dating fossils.
  8. h) There are very few archaeological experts and facilities for interpreting archaeological evidence in Kenya. Quite often, artefacts excavated from Kenya are taken to European countries for dating and analysis.

What things do archaeologists use to construct the activities of people who lived in pre-history times?

  1. a) Looking for regions of tectonism (faulting) associated with fossils and artifacts.
  2. b) They look for unique features e.g. stone patterns.
  3. c) Remains of fossils and artifacts dug out by farmers and constructors.
  4. d) They dig, excavate for artifacts and fossils.
  5. e) They study artifacts and fossils found.
  6. f) They make research in regions associated with evolution of man e.g. rift valley.
  7. g) They classify the artifacts and fossils.
  8. h) They use chemical and scientific methods to find ages of their findings e.g. carbon 14-dating method

What problems face archaeologists in their work of re writing history using unwritten sources?

  1. a) The exercise is too expensive.
  2. b) It is dangerous and tedious. Animals like wild dogs can attack scientists.
  3. c) Identification of the site is not easy because some artifacts are buried.
  4. d) Some artifacts can be destroyed in the process of digging.
  5. e) Dating of fossils is difficult.
  6. f) Personnel are few hence more work.
  7. g) Poor infrastructure in rural areas where their researches are mainly based
  8. h) Archaeologists may suffer from diseases caused by changes in climate.
  9. i) Sometimes the climate of their residence differs from that of the place they are taking

METHODS OF DATING FOSSILS

There are six methods through which scientists may use to arrive at the age of fossils.

  1. Geological periods

These are periods that have been given names by paleontologists and geologists for the past ages. They are characterized by the successive type of pants and animals found, and the climatic changes.The recent period is the Holocene period which began 10,000 years ago at the end of the Pleistocene.

  1. Chemical dating

They exist in two types:

(a)  Radio- carbon dating

This method involves a measure of the rate of decay of carbon -14 in fossils and organic substances. Carbon -14 is a naturally existing radioactive element (isotope) of carbon of relative atomic mass fourteen and is found in the Carbon Dioxide which is present in the atmosphere.It is absorbed by plants and consequently by all living organisms during their lifetime. When plant or animal dies, absorption stops. Carbon -14 already absorbed begins to disintegrate at a fixed rate from the time of death. If the amount of carbon -14 still remaining in an organic sample can be measured and related to the content of the isotope in the modern plant or animal, the rate of decay will be known. The date at which the sample was buried will e known. The measurement tells us how long it is since the organism died.The unit of measuring is known as half-life- the number of years it takes for half the carbon -14 to decay.However the accuracy of radio-carbon dating is limited to up to 40,000 years ago.

(b)  Potassium argon method

This is the method used to date volcanic ash. During volcanic eruptions, potassium is emitted. As soon as the potassium is deposited, the radio-active potassium-40 immediately begins to decay into the gas argon. It is assumed that the argon is retained in the mineral or rock unless there is earth movement.Given that the rate of decay of potassium is known, the amount of argon-40 compared with the amount of potassium, gives a direct measure of age.Because of the slower rate of decay of potassium than the decay of carbon-14, the potassium –argon method is used for dates ranging from hundreds of millions of years to 30,000 years.Recently methods have been developed for measuring the potassium and argon simultaneously on the same sample using nuclear.

  1. Stratigraphy

This is the study and interpretation of the layers of rock successively deposited at one place. It is useful in determining dates for areas affected by sedimentation. Through Stratigraphy, a geological time-chart is obtained showing which rock was formed earlier or later.

  1. Fission-track dating

This is a method developed for dating Pleistocene samples. The ages of glass and other mineral objects estimated by observing the tracks made in them by the fission fragments of uranium nuclei they contain. It requires that Uranium must be present. The age obtained dates from the time the object solidified. This method has been proved reliable by being able to provide same reading from a sample of glass with a lump of pumice from Olduvai Gorge corresponding with the potassium –argon dates from the same layer.

  1. Lexico-statistics dating

Lexico-statistics is the statistical study of the vocabulary of languages with the intentions of determining their ages and their historical links with other languages.The study is based on the assumption that all languages have a basic vocabulary which will change slowly at a common rate for all languages at all times. The existence of reconstructed vocabulary of the parent language in derivative languages shows the

Relationship between the two

Glottochronology, a subdivision of Lexico-statistics, attempts to establish that languages are historically related .by this method, there is an effort to express rates of language development by formulae precise enough to enable dates when change occurred to be calculated

  1. Statistical dating

Through a system of averaging, the length of a generation can be determined for a

Particular society and dates estimated for events associated with certain generations.

If the number and names of successive age-sets are remembered, the same system of averaging can be used.

Advantages of using unwritten sources of information on history and government

  1. a) Information about people’s movement and relationship is given.
  2. b) It is very efficient where there still existed illiteracy and people could not write or read.
  3. c) It informs us of events in the absence of written materials.
  4. d) Data received is primary/ firsthand so accuracy is enhanced.
  5. e) Materials collected or excavated can be stored in museums for future reference.
  6. f) They create employment in museums where they are stored.
  7. g) Information not captured by written sources can be obtained from oral traditions.
  8. h) There is a sense of reality as it involves things that are seen and touched.
  9. i) Unwritten sources especially linguistics help in discovering the links between different people, which were previously unknown.
  10. j) Detailed information on material culture may be obtained.
  11. k) Dating of the migration of people is more accurate in unwritten sources e.g. In linguistics.

Written sources

These are sources in which letters or any other symbols have been put on the surface for the purpose of communication. They include books, archives, constitutions, journals, novels, plays, newspapers, magazines, documentaries, dairies, annual reports, periodical and paintings.

Written sources are classified into two;

  1. a) Archives and early manuscripts

Archives are a collection of historical documents or records, especially those carrying classified information of a government or an organization, which after a period of time are accessible to the public.

They are also places where government, public and other historical records are kept.-they are resource centres for information.A manuscript is an author’s handwritten or typed text that has not yet been published. Early manuscripts include stone tablets and scrolls. The bible and Quran are based on these two.

 

  1. b) Printed sources

They include books, journals, novels, plays, newspapers, magazines, documentaries, dairies and annual reports. Photographs employ both electronic and printing processes but basically fall under printed sourcesWorks of fiction such as films plays and novels are important source of historical information. (Fiction is literature in form of prose, especially novels that describe imaginary events and people).Since work of fiction involves feelings and emotions, they can give more information about history. Also reading good historical novels arouses interest in history and gives the reader intellectual fulfillment. Newspapers convey new or fresh events, which with the passing of time becomes history.

Advantages of written records

  1. a) Written records preserve history since events are recorded for future reference. They are a store of information.
  2. b) Written information can reach or be distributed to all literate people all over the world.
  3. c) Written sources are less costly compared to those of anthropology or archaeology.
  4. d) Unlike oral tradition sources which are largely dependent on human memory, written sources are more accurate as information is preserved exactly as it was recorded.
  5. e) Written records may be written or translated into different languages thus reaching different people all over the world.
  6. f) Written records are in most cases reliable as biases and prejudices coming from authors can be limited. This can be done by comparing written material with statistical data from other sources.

Limitations

  1. a) Where an author omits essential information for one reason or another, a written source may be rendered quite unreliable.
  2. b) Written information may be misunderstood or misinterpreted by readers either with the intention of discrediting others or to suit one’s needs.
  3. c) Writers at times are biased since the write from their particular point of view. For example, the writings of early explorers and missionaries.
  4. d) Written records are only limited to literate people within the society. – are not useful to illiterate people in the absence of literate members of the society.
  5. e) At times, depending on the society involved, acquiring written records may be very costly.
  6. f) Reading written records is often time-consuming.

Electronic sources

These include microfilms, films, videos, radio, and television

Microfilms

These are films on which extremely small photographs (microphotography) of documents and printed matter are stored. They are tinny but when magnified can be clearly read.

The importance of converting documents into microfilms is for preservation purposes and saving storage spaces.

Radio

This is an authoritative source of historical information that captures words and emotions of an event as I was. For example radio news on the president’s speeches gives listeners the actual information on national matters. However, radio lacks the vividness found in television and films.

Audio- visual sources

These include television, films and videos.

Films carry indisputable historical facts as action is recorded live. They also give better understanding of some aspects of the social history of a given people with regard to their music, dress and leisure activities. Videos and films make the past come alive.

However, since films are acted, they can sometimes be unrealistic as they may not present facts but an exaggerated version of an event.Television on its part gives good historical information as it depicts the situation as it was.

Databanks and databases

Databanks are large stores of organized information which can be accessed in number of ways. E.g. if it is a book, information can be accessed through an index, a table of content or by browsing.Electronic databases are stored in computer and facilitate easy and faster retrieval of information. One can search for information by use of a number of search terms.Information in a database can be printed when required but can also be accessed instantly on computer.

Limitations of using electronics as a source of information in history and government

  1. a) They are Subject to bias since most audio visuals contain foreign materials carrying the bias of the producer.
  2. b) Some are limited to the literate only e.g. information in data bases and microfilms can only be accessed by literate people and even computer literate people only.
  3. c) The information may be inaccurate only giving what is appealing to the public. TV crew depict only what they want to. Censorship may leave out vital information.
  4. d) Electronic sources of information are too expensive; most people cannot afford e.g. TV, Radios.
  5. e) Some acted films are unrealistic and therefore contain exaggerated information.

EARLY MAN

In the study of early man, we will seek to answer questions that human beings have always sought to answer about how they appeared on earth, whether they were created and where the universe came from.

The origin of Human Beings

A number of theories have been put forward to explain the origin of human beings.

  1. The creation theory.
  2. The mythical/ traditional theory
  3. The evolution theory

The Creation theory

The Jews, Christians and Muslims recognize the creation story as narrated in the first book of bible and in Qur’an. That the whole universe was created by god. That God also created man, woman and all living things and all non-living creatures. Man was created in God’s own image and woman created to provide man with companionship.

The Mythical Theory

Among African communities, there are myths about their origin all of them pointing to the fact that the first man was created by God.

Examples:

Among the Agikuyu, their God (Ngai) created the first man, Gikuyu. He the provided him with a wife, Mumbi. He gave him land at Mugurwe wa Gathanga.

One of the myths among the Nandi state that the first two people, male and female came from the knees of a giant man, when the knees began swelling and later burs for the two to come out from each of the either knees.

The Evolution Theory

Charles Darwin, an English man living between 1809 and 1882 questioned the acceptance of the creation theory. Through scientific expedition to South America and the pacific islands in 1831, he developed interest in fossils (remains of plants and animals found beneath the earth’s surface.) in 1859; he published his ideas in a book titled The Origin of Species by Means of Natural Selection. The ideas enlisted instant battles from the Christian fraternity save for one supporter, Huxley.

Clearly the theory of evolution was not accepted but it helped to make people aware of the new ideas concerning the origin of man.

What is evolution?

Evolution can be defined as the process of change in living organisms over a number of years, frequently involving the beginning of new species from earlier species.

According to Charles Darwin, man transformed from simple life slowly over millions of years through environmental mutation, natural selection, isolation and adaptation.

 Mutation was a stage of abrupt change.

 Natural selection is an instinct by which the stronger species out compete the weaker for resources.

 Adaptation is where the surviving species isolate themselves from others as they adapt to new environment through body changes and technological changes e.g. ability to grow crops and make shelter.

Darwin’s theory of natural selection comprises the following points.

All organisms or creatures are uniquely different and this uniqueness is based on heredity factors which an organism has from birth.

Although many young organisms are produced, few manage to develop to maturity.

The organisms that manage to grow to maturity and reproduce are those that are able to constantly adapt to the existing environment.In view of the limited resources, even after mutation, Darwin argued that only the fittest organisms survive as the weak species become extinct. This theory is popularly known as ‘survival for the fittest’.According to Darwin, isolation and adaptation is the final stage in the evolution process. Having survived through mutation and natural selection, the merging species increase in number. This leads to search for basic needs and in the process a species may be isolated from the rest and then finally adapt to the new environment.The theory of evolution holds that Humans belong to the animal kingdom and that man has evolved over the years. Man is a primate just as apes like gorillas, chimpanzees and monkeys. However, man belongs to the family of hominidae, while apes belong to the family of pongidae.

Man according to Darwin developed over the years from his ape-like ancestors.

Evolution and adaptation of man

The earliest Mammals lived on trees for two reasons;

  1. a) There was more supply of food o trees such as insects, leaves and birds’ eggs
  2. b) Animals were more secure from their enemies while up on trees

Man evolved from this kind of animals

Archaeological evidence points at East Africa as the cradle of mankind.

Reasons why East Africa is regarded as the place where man first evolved

  1. a) Evidence from archaeologists’ show that the earliest apes first evolved around lake and rift valley areas. And if man evolved from apes, then the first man must have appeared in east Africa.
  2. b) The savanna landscapes found in east Africa favored evolution while the conditions elsewhere (forests and deserts) Were unfavourable.
  3. c) The bones and weapons and tools which archaeologists are finding are proofs to this. These findings are widespread in Olduvai Gorge, Olorgesaillie, and Ngorongoro and around lakes of east Africa.
  4. d) The discovery of remains of early hominids and their material culture which form a pattern of human evolution prove this. E.g. we can trace the evolutionary process from Dryopithecus to Ramapithecus to Australopithecus to Homo habilis to Homo erectus to Homo sapiens.

Important archaeological sites found in East Africa

In Kenya; – Rusinga Island, Fort Ternan near Kericho, Kariandusi near Elementaita, Gambles cave, Olorgesaillie, Kobi For a near Lake Turkana, Hyrax Hill and Njoro River cave.

In Tanzania; – Olduvai Gorge, Eyasi Simila, Apis Rock and Garusi

In Uganda; – Nsongezi, Napak, Magosi, Paraa, Ishanga, Mweya and Nyabusora

In Ethiopia; – Omo River Valley and Hadar.

Over a long period of time, man’s ancestors lived in thick forests. Later about 15 million years ago, the forests transformed into savanna grasslands causing man’s ancestors to change both physically and mentally so as to cope with the new environment.

The changes

  1. a) The tail which no longer had any value in the savanna disappeared.
  2. b) Man became more upright as there were no more impeding vegetation as was the case of too much foliage and intertwining vegetation in the forests and also to reduce surface area onto which solar insolation had effect. These also enabled quicker movement.
  3. c) The leg and foot formation changed to enable the weight of the body to be supported and balance to be achieved while moving or at a standstill.
  4. d) Gradual use of front limbs (hands for holding objects) enabled man to make tools which made work easier. The limbs also found another role of protection from other predators.

As the forests disappeared, competition for food intensified and humans had to change their earlier eating habits. Some fossil evidence clearly give distinctive evidence of the break-off point between apes and hominids (mans ancestors.)The changes which Homo sapiens underwent as a break-off from apes to modern man.

  1. a) The skull size of the early human beings became larger indicating bigger brains. For example, Australopithecus, who lived between 5 and 1 million years ago, had a brain capacity of

530cm3. Homo erectus who lived later on had an improved brain capacity of between 775 and 1225cm3.

  1. b) Their jaws and teeth became more powerful compared to earlier forms indicating their use in tearing and cutting tough fibres and even the need for defence as a weapon. The size of the jaws and teeth became smaller.
  2. c) They developed a refined speech as compared to earlier forms.
  3. d) They were taller with less hair on their body.
  4. e) The forearms and hands underwent some changes. They developed a thumb for grasping objects. Their arms and hands became shorter, more appropriate for an upright posture.
  5. f) Their leg and foot formation also changed. Their feet and toes were smaller than earlier hominids in order to support the weight of the rest of the body while motionless or mobile. The toes were no longer in need for holding onto branches.

From apes to homo sapien sapiens

Between 40 and 25 million years ago, the first apes appeared on earth. The first man

(Austropithecus) appeared around 4.5 million years ago.

The following are the stages through which the evolution of man passed.

1)  Aegyptopithecus – An Early African Monkey

~ Aegyptopithecus was reconstructed from a monkey like skull found at Fayum Depression in Egypt. He forms earliest evidence of probable man’s ancestors.

~ Its Teeth were those of a herbivore

~ It had a Small, about 4kg and was named Egyptian ape.

~ It was highly adapted to forest life. Had stereoscopic vision. It could jump skillfully from one tree to other using hands. It Dated 33 million years

2)  Dryopithecus Africanus (proconsul)

~ Its Remains were found at Rusinga Island within Lake Victoria by Mary and Louis Leakey in

  1. Its Skull appearance was more close to modern man than to Aegyptopithecus.

~ He had a quadrupedal movement like a chimpanzee. He had a Smooth forehead.

~ He had long teeth like other animals. The shape of his teeth and jaws indicated that He ate fruits. It is his remains that strengthen the belief that east Africa was the first homeland of mankind.

3)  Kenyapithecus (Ramapithecus)

~ He is believed to have appeared between 15 and 12 million years ago

~ First remains found Fort Ternan in Kericho District, Kenya, in 1961 by Dr. Louis Leakey and Mary. Other fossils found at Samburu Hills, near Lake Baringo as well as in the Lake Turkana basin.

~ The equivalent species found in the Siwalikis Hills in northern India near New Delhi was named Ramapithecus

~ He had small canines and could occasionally walk on twos without falling.

~ The creature was small and weighed 36kg with bigger brains than earlier hominids.

4)  Australopithecus (southern ape)

~ By 4-2m years ago a series of species known as australopithecines begin to appear. Perhaps it was the earliest homid closer to modern man.

~ The pelvis and leg were similar to that of modern humans.

~ They were bipedal and this was important in defence, grasp of objects and vision of an impending danger from a distance.

~ His Brain size was smaller than that of a human but larger than gorilla’s.

~ He was one of the most hairy hominid that ever existed.

~ He was Short but strong with a low forehead. Had large teeth and skulls

~ His remains were first discovered at Taung in Botswana by Raymond Dart in 1924.

~ The broken up skull found in East Africa at Olduvai Gorge in 1959 by Mary Leakey, was called Zinjanthropus- ‘Nut-Cracker man ‘since it had big jaws that suggest it kept on chewing.

~ Other fossils found in South Africa, Omo River Valley, Laetoli in Tanzania, near lakes Turkana and Baringo in kenya and L Natron

Four types of Australopithecines that have been identified

  1. a) Australopithecus Afarensis
  2. b) Australopithecus Anamensis
  3. c) Australopithecus africanus.
  4. d) Australopithecus Robustus
  5. e) Australopithecus Anamensis

~ He is aged between 4.2 and 3.9 million years ago and is believed to be one of the oldest

  1. Australopithecines

~ Evidence of his existence is obtained from the Reconstruction of Material consisting of 9 fossils from Kanapoi in Kenya and 12 fossils from Allia Bay in Kenya found by Dr. Meave Leakey, Dr. Allan Walker and the four fossil hunters (Kamoya Kimeu, Wambua Mangao, Nzube Mutiwa and Samuel Ngui.)

~ The fossil remains (comprising a lower jaw) were named A. Anamensis in August 1995 in a leading British Scientific journal.

~ He had relatively large canines.

 ~ The homid was aged between 3.9 and 3.0 million years ago. Its Name is derived from Afar Depression in Ethiopia.

~ He Had Apelike face and human-like teeth. He was small in stature and Bipedal, but Walked bent over, not fully upright.

~ They had very small brains -Brain capacity from 375 to 500 cc – (Its Brain was the size of an orange.)

~ They had a bony ridge over the eyes, a low forehead, a flat nose, and also they had no chin.

~ Remains found at Laetoli in Tanzania and Tugen Hills in Baringo District.

  1. c) Australopithecus Africanus (A. Gracilis)

~ A. africanus existed between 3 and 2.5 million years ago. A. africanus was slenderly built, or Gracile (Gracile means slender) with a height of 1.5m.

~ Was significantly more like modern humans than A. Afarensis, with a larger brain and more humanoid facial features.

~ Had large teeth, jaws and skull

~ A. africanus has been found at only four sites in southern Africa — Taung (1924),

Sterkfontein (1935), Makapansgat (1948) and Gladysvale (1992).

  1. d) Australopithecus Robustus

~ He Lived between 1½ – 2mya in South Africa.

~ He is the biggest and most recent Australopithecine. – weight 68kg. He had more robust

skull, jaws, and teeth.

~  He ate fruits, nuts and raw tubers- was apparently a vegetarian.

~  His Remains were found primarily in cave deposits at Swartkrans and Kromdraai in South Africa.

~  His Average brain size was  about 530 cc

~  The East African A.Robustus was named A. Boisei

5)  Homo habilis

(“Handy Man”) – “man with ability”.

~  He is the earliest known species of the genus Homo; that is, the first human species. He lived 2.5 -1.5 million years ago

~  He was the First Homo specie to create and use stone tools for hunting and daily life. Homo habilis depicted the ability to make better tools than his predecessors. That is why he was referred to as man with ability.

~  His Brain size was -500 -800 cc;-the Brain shape is more humanlike.

~  He was capable of rudimentary speech.

~  He was about 127 cm (5’0″) tall, and about 45 kg (100 lb) in weight, although females may have been smaller

~ His fossils were found in the Olduvai Gorge in Tanzania in 1964 by Dr. J. Leakey.

~  His Remains were also found at Hadar and Omo River Valley in Ethiopia and kobi fora along L. Turkana by Benerd Ngeneo in 1972.

6)  Homo erectus (“Upright Man”)

~ He was BIPEDAL- standing about 4-5 feet tall with a larger brain (700-1250cc). He lived between 2 million and 200,000 years ago.

~ He was clever as illustrated by his ability to make Acheulian tools such as the hand axe which was used as an axe, knife or even as a scraper. He was the First hominid to invent and use fire.

~ Their skeletons were larger and showed that they were quite heavily muscled

~ They were omnivorous like many other early hominids.

~ Only had hair on their head and back like are men that we have today

~ Remains found in Hardar, Ethiopia where the skeleton of a female ‘Lucy’ were found.

~ Other fossils were found near Nariokotone River on the north western shores of LakeTurkana by Kamoya Kimeu in 1984.

~ Also at Olorgesaillie near Magadi, Isimila near Iringa in TZ and Tenerife in Algeria.

~ The most famous Homo Erectus fossil was found in a cave in Zhoukoudian, China and became known as Peking Man/Java man

7)  Homo sapiens (“Wise Man” thinking man)

~ Their Main difference with their hominid ancestors is their extreme intelligence–they were the smartest hominid that ever lived with a Brain capacity of 1000-1800cc

~ They lived between 200,000 and 150,000 years ago

~ They improved their way of life by making a variety of flint, bone, wood and stone tools

(Microliths)

~ They hunted, gathered and fished. Later on, they domesticated plants and animals

~ Their Remains were found at Eliye Springs, Kanjera and Kanam in Kenya, Bodo and Omo River Valley in Ethiopia and Ngaloba in Tanzania.

Three sub-species of Homo sapiens existed;

  1. a) Rhodesian man

~  The sub-species Was discovered in Zambia , hence the name Rhodesian man

~  He had straight legs and walked with long strides.

~  Rhodesian man’s Brains and skull were very similar to those of modern man.

  1. b) Neanderthals

~  His Remains were found in Neander valley, Germany (1856). They Lived in caves and valleys

~  He was 5 feet and 5 inches tall-much stronger, heavily built and more aggressive too.

~  He Had very thick eyebrow ridges like the other hominids

~  He Made clothes from animal skins. They would scrape animal fat so they can use the skin as clothing.

~  They were probably the First humans to bury their dead. He was most likely the most intelligent hominid other than modern humans.

~  He was a nomad, gathering and hunting deer, wild pigs and wild sheep. Their weapons were used to impale animals; therefore, to kill them, they had to approach the animal and get very close. This was dangerous and probably caused injuries and even fatalities.

~ Communication was key in hunting because they had to work as a team. They had the ability to use complex speech; however, their sentences were probably basic. Instead of painting on cave walls they painted their faces.

~ Other remains were found in Asia in France, Belgium, Gibraltar, Italy and former

Yugoslavia.

~ They became extinct about 30,000 years ago.

  1. c) Homo sapiens Cro-Magnon

~ He was almost identical to modern humans although quite muscular and taller. Had long, low skull and a wide face, a sharp, rising forehead, bushy eyebrows and prominent chins

~ They had a big brain capacity and had very complex thinking

~ He was hunter-gatherer, painter and lived in caves

~ He knew how to make clothes

~ His Fossil remains were found in Western Europe. Their skeletons still remain in France today

~ They became extinct around 10,000years ago

8)  Homo sapiens sapiens

~ Homo sapiens sapiens are modern day humans. They evolved about 50,000 years ago.

~ They have big brains and a more advanced faculty for curiosity and intelligence

~ They have a large brain capacity. They do not just think, they plan ahead, make accurate forecasts, and study the star and the galaxies

~ They have made inventions that have made life more comfortable.

~ They are Around 5 feet 6 inches tall and Walk fully upright

~ They have Minimal hair on our bodies (replaced by clothing)-We have clothes that are made from brands, factories, we also sew or knit our own clothing.

The growing knowledge of genetic structure and functions has enabled human beings to clone animals using genes obtained from existing animals, thereby producing offsprings that looks exactly like the original e.g. the work of Dr. Wilmut Ian at the Roslin Institute of Edinburgh, Scotland that led to the first cloned sheep named dolly. Scientists are making attempts to even clone humans.More recent discoveries of early man include the Toumai found in Chad in 2002 dating about 6 to 7 myaIn 2000, another discovery was made in Baringo, Kenya (millennium man) and is believed todate 6mya. The discovery was made by Martin Pickford and Eustace Gitonga o the National Museums of Kenya.

Appearance of races

It has been hypothesized modern humans, using superior technology and more efficient adaption, out competed other hominid species to quickly emerge as the only surviving hominid species on the planet.Though we feature much diversity in appearance, these differences are minor compared to our biological similarities/all human beings are quite closely related.Many of our physical differences (skin, color, hair color, etc.) are relatively recent adaptations to local environment conditions. Evolutionary forces such as genetic drift have also played a role in our creating such variation as well.

Biologists and anthropologists classified humans into three different groups based on physical characteristics.

  Negroids, found in Africa.

  Caucasians found in Europe

  Mongoloids found in Asia,

Modern genetics has revealed that these categories make very little sense biologically since modern races are derived from a common stock and the different races are able to interbreed. There are also no differences in intelligence among all races of mankind.

The term “race” has traditionally been used by scientists as the equivalent of the subspecies concept when classifying humans.The Cultural and economic practices of early man

What is culture?

Culture is the way of life of a people-Customs, language and social institutions

The things that early humans made and used formed their material culture. Early man’s culture can be understood through study of Stone Age or Paleolithic periods

What is Stone Age?

This refers to the early period of human history when man’s tools and weapons were mainly made of stone and to some extend – wood and bone

There are three Stone Age periods

1)  Old stone age- Paleolithic period- 4,500,000 to 50,000years

2)  Middle stone age- Mesolithic period-50,000-15,000 years.

3)  New Stone Age – Neolithic period- 15,000- 1,500 years

The Paleolithic Age

“Paleolithic” -> “Old Stone” Age- 4,500,000 – 50,000 years ago

The Paleolithic is the longest of all stone ages, covering roughly 2 million years.

The hominid species who lived side by side were Australopithecus, Homo habilis and Homoerectus.

EARLY STONE AGE TOOLS

The hominids Made tools from stone

The Tool Traditions was called Oldowan tools / pebble tools. The tools were named after Olduvai Gorge where they were found. They were made by Australopithecus and Homo erectus. They were also known as pebble tools because they were made of stones.

Among the finds at Olduvai were the chopper, fist hatchet (core tools) and several flake tools.Such tools were also found at Kobi For a near Lake Turkana, Omo River Valley in Ethiopia, and Kafu Valley in Uganda, Shaba province in Zaire and in Algeria, Tunisia and morocco.In Kenya, the tools were found at sites in kariandusi, Olorgesaillie, Kilombe, Chesowanja, Mtongwe, Isenya and Lewa DownsAustralopithecus “Southern Ape” They didn’t have the intelligence to make sophisticated tools, so they may have made tools out of bones that they foundAustralopithecus afarensis mostly used tools that they found or that nature had created, example was a stick, which they stuck into a termite mound, then the termites clung to it letting the ape pull out the stick covered in food. He is however also credited for making Oldowan tools.

Homo habilis and the Oldowan Tradition

They made stone tools for chopping, scraping, and cutting. Making of Choppers (lower left) involved knapping a few flakes off the core. Both cores and flakes were used. The Knapper could strike a spherical piece of stone until Flake falls off opposite side. The Tool would then be flipped over and procedure repeated. Several blows would create a cutting edgeRequirements reflect Intelligence, Planning, foreknowledge of design and Knowledge of breakage pattern of rock. There must also be Hand-eye coordination

The second phase of the Old Stone Age was marked by tools called Acheulian tools, named after the site of St Acheul in France. Others found in Tanzania, Uganda, Malawi, Zambia, and Zimbabwe. In Kenya, the tools were found at Kariandusi, Olorgesaillie, Kilombe, Chesowanja, Mtongwe, Isenya and Lewa DownsThey were made by Homoerectus. Homo erectus and the Acheulian tool technology. Signature tool: a well-designed hand axe and cleavers

The Hand axe had multiple uses, from cutting, skinning, scraping animal skins, digging and sharpening bone and wood.

Characteristics of Acheulian hand axe

~ It was Bifacial: both sides were knapped

~ Symmetrical in breadth

~ Shaped to a point on one end

~ The edge is thin and sharp

~ Broad end is curved, but edge is still sharp.

Process of Manufacturing Acheulian Hand axes

Dozens of flakes were removed from the core, from 25 to 75. Each flake blow must be precisely positioned. The Core must be turned over again and again to maintain symmetry and to keep edge straight. All the exterior rind (cortex) was removed. It was a demanding task-The hand axe was Symmetrical and finely shaped.

OLD STONE AGE-HUNTING AND GATHERING

The early Stone Age people lived in small groups and were able to hunt for food using sharpened rocks and sticks. They used simple hunting methods of chasing wild animals and throwing stones at them. They also made traps by digging large pits on the paths used by animals. They ate raw meat from small animals like lizards and rodents

Women gathered edible fruits, eggs and roots- had a balanced diet.

THE OLD STONE AGE-SHELTER AND CLOTHING

Humans during this period found shelter in caves and tree-tops.

Their bodies were hairy enough to keep them warm- lack of clothing was therefore bearable during this period. Moreover, the savannahs were also warm enough.

They also preferred the grasslands because they provided them with the much needed water and foodThe Australopithecus had a very small brain and that limited the actions they could do. The Australopithecus were very hairy so they didn’t need any clothes. Australopithecus diet was mostly made up of fruits and vegetables they found. If Australopithecus found a dead animal it would scavenge of it but the Australopithecus afarensis couldn’t cook the meat and kill the germs.

Mesolithic age

Mesolithic“middle Stone” Age- 200,000– 10,000 years ago.

They period was characterized by superior brains and ability of Homo erectus and Homo sapiens. Great improvements were witnessed.

TOOLS

Signature tool; Sangoan tool made using Lavallois method

The tool was named after Sango Bay site on L. Victoria-Tz

The Lavallois technology

It involved using cores of smaller stones to hit bigger ones. The tool maker would draw outline of flake on stone module and Strike out flakes and blades of desired shape. The rock would be prepared beforehand to control how rock breaks when struck. The flakes and blades were then trimmed into a variety of knives, scrapers, spear points, choppers and daggers.Also Mousterian tools (specialized stone tools and weapons) were made.

Tang- the first tool with a handle was invented in this period- 40,000 years ago in northern Africa.Fire was also another important tool invented by Homo erectus and he used it as follows

~ For warmth at night, lighting, to cook roots and roast meat, for hunting (bushfires), tool-making to harden tips, means of communication, food preservation

~ It also enabled hominids to migrate out of savannah

MESOLITHIC – FOOD AND CLOTHES

Homo erectus was considered the first true hunters. Because of better tools

(Hand axe), fire and axes, they could hunt larger game such as deer, rhinos, pigs, elephants; buffaloes etc. and cook their food.People learnt to wear animal skins and make waist-belts and necklaces. They also painted themselves with red ochre and oil.

MESOLITHIC – SHELTER.

Man used identifiable shelter. An example was found at Orangia in South Africa. Man also used rock shelter (rocks scooped out to make hollows). Later man lived in caves with entrance covered with animal skins to keep wind and rain away (e.g. Matupi Cave in Zaire and Gambles cave near Nakuru.

MESOLITHIC – LANGUAGE AND ROCK ART

Families lived in small groups for security reasons. There were distinct languages to enhance communications.Rock paintings-Pictures of animals were painted on walls and rocks. Examples of Cave paintings were left behind at Kondoa and singida areas in north Tanzania and at Apollo II cave in S.A.  This pictures signified man’s believe in magic (arrows piercing animals he hoped to kill)

SOCIAL ORGANIZATION

There was efficient group organization as evidenced by the ability to carry out large-scale hunting. Language invention further strengthened the social bonds and cultures of early man

The Neolithic age

Neolithic  “New Stone” Age- 15,000 – 4,000 years ago

This period was marked with the Emergence of Homo sapiens and homo sapien sapiens.

THE NEOLITHIC TOOLS

Man became a Very skilled toolmaker-they made tools known as microliths- (small piece of sharp stone tool). For example, a crescent or a lunate which had a straight sharp cutting edge and a curved blunted back.Their weapons include stone axes, knives, spears, harpoons, wooden bows, and sharp, stone tipped arrows, hooks, needles, and bone fish hooks.NEANDERTHALS were the first to create the pointed tip on hunting spears and harpoons

THE NEOLITHIC SHELTER

Earlier sapiens used caves as their homes instead of building one. Later, they made permanent homes that looked like tents or tepees, out of tree branches, grass, mammoth bones, and animal skins. They used or made some sort of paint to use on their cave paintings.

FOOD AND AGRICULTURE

Man domesticated plants and animals though he continued to hunt and gather.

Man changed as from Nomadic lifestyle to settled stationary lifestyle; a.k.a.sedentary

Population also increased due to balanced diet and adequate food

 

 

THE NEOLITHIC GOVERNMENT

Due to settled life and improved settlement, rules and laws were set up as a basis of government. Some people also specialized in leadership, religious activities as well as making of crafts.

THE NEOLITHIC RELIGION

Man’s language and religious beliefs developed as a result of depending on natural forces like rain. They began to ponder over issues like life and death.Evidence is found at Hyrax Hill and Njoro river Cave where human fossil remains were found buried with items such as tools and seeds or foodThe practice of burying someone with his possessions implied a belief in life after death.Neanderthals were the first to bury their dead. They also seemed to have a conception of an afterlife as shown by the actual burial site at La Ferrassie, France, with seven tombs including a man, a woman and several children’s graves lying side by side.

THE NEOLITHIC ART AND CRAFT

Humans specialized in crafts such as basketry, pottery and later smelting

Evidenced by this horse’ head carving to the right.

DEVELOPMENT OF AGRICULTURE

Definition of agriculture

It is the cultivation of crops. The modern definition of agriculture includes animal husbandry, fish farming and bee-keeping.

The beginning of Agriculture

The domestication of plants and animals began over 10,000 years ago during the Neolithic period

Why man domesticated plants and animals

  1. The increase of human population needed regular food supply -natural environment could no longer provide sufficient food.
  2. Climatic changes-increased drought, threatened plant life and animal life making natural food scarce.
  3. Competition for existing food in the natural resulted in inadequate wild food/over hunting of animals.
  4. Hunting and gathering was increasingly becoming tiresome.
  5. Calamities such as forest fires or floods sometimes destroyed vegetation or drove wild animals away.
  6. Development of settled life. Man had to stop a life of movement in search of food and water.
  7. Development of tools (microliths) e.g. sickles wooden plough, etc.
  8. Availability of varieties of indigenous crops e.g. wheat and barley.

There are two theories that explain how agriculture started;

  1. The Independent theory. Agriculture developed independently in different parts of the world especially along river valleys.
  2. One Place Theory/Diffusion Theory-Crop growing and animal keeping developed among people of south East Asia. Then the idea spread to the rest of the world; Middle East, India, Central America, China, Southeast Asia 8,000 BC 7,000 BC 6,500 BC 6,000 BC 5,000 BC

CROP GROWING

The transformation from hunting and gathering to growing of food crops was a gradual development. The first crops were grown by man in areas where they existed naturally.

Crop growing first developed in the Fertile Crescent which is in the Middle East.

Neolithic women noticed new grain plants grew when they accidentally spilled grain seeds. They tried scattering seeds on purpose – it worked!

~ Animals often find plants in places with water / good soil – Hunters saw pattern

~ People stayed at sites, animals became tamer

~ People started weeding / irrigating so plants would grow better

~ Started saving seeds of better plants to plant

~ One season, nomads liked a site so much they stuck around

~ Stayed so long they harvested a crop and then saw it grow to harvest stage again

~ Groups learned to grow a crop from seed to harvest and then move on

~ Since men did the hunting and females were responsible for the food gathering, women learned how to plant seeds, as well as process and prepare the food.

The above facts point out that the beginning of crop farming was accidental and mainly through trial and errorEarliest crops to be domesticated were barley, wheat, sorghum, millet, rice, maize, yams, cassava, potatoes, bananas and grapes. Since they grew in different environments, there were many centres of agricultural revolution. For example;

~ Middle East.

~ Indus valley in India.

~ Nile valley

~ The yellow river valley in china

~ The Danube Valley in Europe.

WHEAT

Originally grown in south-west Asia

Initial type was brittle wheat-then replaced by a non-brittle type in 7500BC called emmer

Wheat then spread Mesopotamian plains by 6000 BC to Egypt by 3000BC, then to Mediterranean region, central Asia, India and southern Europe.

BARLEY

The first cereal to be domesticated.Initially grew wildly at Mureybat on the Euphrates in Syria between 7000 – 6000 BC Another evidence of growth found at Ali kosh (Iran) and Jericho (Jordan)Then spread to Egypt at Fayum in 4500 BC. Then spread to India and china by about 2000 BC.

SORGHUM AND MILLET

Originated from Africa at Hoggat in southern Algeria as early as 6000 BC

Spread to West Africa to around Sudan area between Nile and Chad, by 1500 BC

Finger millet originated in East Africa.

Later the two spread to Asia and China.

RICE

Originated in Asia where currently is a stable food- in Thailand at about 3500 BC

Then spread to India, Europe and Japan

The African variety was grown along the upper Niger around 1500 BC

MAIZE

Origin- Central America at about 5000 BC at Tehuacan in Mexico.

In Africa, was introduced by the Portuguese in 15thc.

YAMS

The first root and tuber crop to be domesticated- 9000 BC in south East Asia.

The African variety, the white guinea yam was grown in Ivory Coast.

DOMESTICATION OF ANIMALS

The Dog was the first animal to be domesticated. The next animals were the sheep, Goats, cattle and camels. Animal domestication Began through establishment of ties between man and animals during hunting or when fetching water.

Dog

Assisted humans in hunting, driving away dangerous animals and herding livestock

Goats

The Goat was first domesticated in south west Asia in5000 BC.Evidence of this is found at Tell Abu Hureyra, Tepe Ali Kosh, and Deh Luren Khuzestan in south -west Iran. Also in Iraq, upper Tigris valley, turkey and south Jordan. Goat domestication was in Egypt in 5000 BC Sheep.Sheep was domesticated after the dog. Fossil evidence of sheep keeping has been found at Zawi Chemi Shanid in Iraq and dating to about 9000 BC. Sheep were also kept in Syria, Egypt and Saharan region then to West Africa. Sheep was also kept in Indus valley and yellow river valleys.

Cattle

Cattle was first domesticated in south-west Asia as early as 5800BC in turkey and then in Iran and Iraq. It then spread to Ethiopia and North Africa from Asia.

The short-horned cattle originated in Mesopotamia then spread to Africa and Europe.

Camel

Though camels are associated with North Africa today, the original home has been traced to North America from where t spread to South America and Asia. The Asian and s. American species became the ancestors of the Alpaca and Illama.Two types of camels exist today- the one-humped (found in Middle East, northern china and Africa), and the two-humped camel (found in central Asia.) Camels were domesticated about 3000 BC to 2500 BC

 

 

Importance of the domestication of animals

  1. a) Some of them like cattle, sheep and goats provided man with regular food i.e. Milk, meat.
  2. b) Animal Hides or skin were used as clothing and beddings
  3. c) The horns were used for communication.
  4. d) Hooves and bones of animals were used as containers and as drinking vessels.
  5. e) Some of the domesticated animals like the camel, donkey and horses were used for transport.
  6. f) Domestic animals like the oxen and the donkey were used to plough land for farming.
  7. g) The dog protected man against dangerous animals.
  8. h) Some of the domesticated animals produced manure which greatly improved

agricultural produce.

EARLY AGRICULTURE IN MESOPOTAMIA

Mesopotamia was the land between the two rivers Tigris and Euphrates and lay in the present day irag. It was one of the centres of early civilization as early as 3000 BC.

Food production in this region began as early as 8000 BC.

Reasons why early agriculture developed in Mesopotamia

  1. a) Availability of indigenous crops and animals in the region e.g. Wheat, barley, dates and goats, sheep and cattle.
  2. b) Existence of fertile land along river valleys of Tigris and Euphrates-consisting of deposited silt.
  3. c) Availability of water from rivers Tigris and Euphrates which was used for irrigation. Heavy rains experienced in the Zaggroes Mountains contributed to floods on the river valleys.
  4. d) Invention of farming tools e.g. Hoes, ploughs, sickles and seed drill which promoted agricultural activities.
  5. e) Existence of transport system in form of donkeys, canoes, river transport etc; which was instrumental in transportation of inputs and outputs.
  6. f) Political instability that enabled people to practice agriculture.

The Sumerians are credited as the first people to use irrigation in growing crops. When the river water overflowed the banks during flooding, the Sumerians had the skill of controlling it through canals into the dry lands. (Canal or bucket irrigation). They also used farm implements to improve crop growing. For example the use of ox-drawn ploughs and seed drills pulled by oxen to replace stone hoes.Most of the people during the summer civilization earned their livelihood as farmers, craftsmen, fishermen and cattle breeders.Most of the land was in form of large estates owned by the rulers or the wealthy classes. The peasants were given small plots along with seeds, farm implements and animals in exchange for labour.

The Crops grown included barley, wheat, vines, date, palms, grapes, olives, onions, figs, melons and cucumbers. Milk animals kept included goats and cow. Also ducks, pigs, geese and horses were kept.

Impact of early agriculture in Mesopotamia

  1. a) It led to settled life as people now needed to concentrate on farming.
  2. b) Food production increased.
  3. c) There was an increase in population along the river valleys due to plenty and regular food supply.
  4. d) There was emergence of city-states and urban centres. For example Ur, Uruk, Eridu, Nippur, Kish and Babylon.
  5. e) Surplus agricultural production led to development of trade between communities.
  6. f) There was increased specialization as all could not engage in farming. Some became craftsmen.
  7. g) Agriculture influenced writing and arithmetic. Management of estates required knowledge in accounts. The form of writing that was developed was known as cuneiform involving the use of stone tablets.
  8. h) The invention of the wheel by around 3000 BC. it was used in carts to transport farm produce, for making war chariots to transport soldiers and also in pottery (the potter’s wheel)
  9. i) The plough was also invented. The first ox-plough consisted of simply a tree trunk with one small branch protruding upwards with the other one upwards. The invention meant that only a few people were needed to cultivate land.
  10. j) There was the development of science and mathematics with the development of the first formulas for measuring time, distance and area. There was also development in the field of Astronomy.
  11. k) Religious practices also developed with the connection of most of the gods to

agriculture in one way or another. For example, Ninurta was a god of floods.

  1. l) Development of law. A code of laws was compiled as a means of minimizing conflict in society- the Hammurabi’s code.

EARLY AGRICULTURE IN EGYPT

As early as 7000 BC, people had already settled in the Nile valley. By around 5000 BC, the Egyptians had gradually adopted agriculture, departing from a hunter-gatherer society.

Reasons that enhanced development of early Agriculture in Egypt

  1. a) Availability of Water for irrigation and for domestic use from river Nile.
  2. b) Existence of fertile silt deposits and mud originating from the flooding of the Nile betweenJuly and October annually, which provided fertile soil for crop farming.
  3. c) Another advantage was that Egypt had a suitable warm climate for crop growing and ripening.
  4. d) The Use of shadoof Irrigation technology ensured production of food during drought seasons
  5. e) Presence of indigenous crops and animals from which domestication was made. Wheat and barley had already become indigenous to Egypt as were animals like sheep and goats.
  6. f) Foreign influence from South West Asia where farming was first practiced. The proximity of Egypt to Mesopotamia, the first centre of agricultural development ensured that she borrowed heavily from there.
  7. g) The Natural protection of the region from foreign attacks, since the Nile valley was protected by the Libyan Desert to the West, the Nubian Desert and Nile cataracts to the South and the Nile coast delta on the North.
  8. h) Political stability.
  9. i) High population created need for more food and provided farm labour.
  10. j) Availability of slave labour made crop farming a success.
  11. k) The invention and use of implements that included wooden sticks, knives and wooden hoes enabled the farmers to increase their yields.
  12. l) The existence of writing in Egypt helped the Egyptians to keep accurate records of seasons and volume of food.

The shadoof irrigation

This was the method of irrigation used in Egypt during the drought season when the river was not flooding. A shadoof is a wooden device for lifting water from a river into the canals. It consisted of a long pole swinging up and down between two supporting wooden posts One end has a weight hanging on the pole while the other end has a skin bucket. The bucket is pulled down and dipped into the water by a person. It is caused to rise by the weight, once water has been filled. The other person empties the water into the canal to be drained into the fields.The Egyptians used farm implements like sticks, knives, axes, sickles and hoesAmong the crops planted in Egypt included wheat, barley, fruits, flax, beans, vegetables, cucumbers, onions, lentils, dates, figs and grapes. They used the broadcasting method. Shifting cultivation was also practiced before human population increased.They kept animals like sheep, goat, pigs, donkey, cattle and poultry.

The state directed production. It controlled distribution of harvests as well as handicrafts.

Government owned huge granaries and godowns which were used to store food.

The king was regarded as the guardian who presided over food supply for all. The master of largesse was responsible for all the livestock in the country. In the year when agricultural production was poor, the head of the exchequer would take care of the distribution of seeds and livestock.

Effects of early agriculture in Egypt

  1. a) Due to improved farming, there was increased food production thus ensuring regular food supplies.
  2. b) There was Growth in population as food supply increased and became regular.
  3. c) Agriculture led to permanent settlement of people. As a result, their living standards improved dramatically as they reaped from farming.
  4. d) Agriculture promoted trade among the Egyptians. It led to production of surplus food that in turn was used to increase trading activities.
  5. e) Agriculture Led to rise of urban centres or towns in Egypt such as Memphis’s akhetan, Aswan and Thebes along the Nile valley.
  6. f) Agriculture enabled some society members to specialize in other activities since a few could now produce enough food for all. Some engaged in hand crafts, geometry etc.
  7. g) Agriculture Led to emergence of government and related governing laws.
  8. h) Like the case of Mesopotamia, it led to the discovery of arithmetic, geometry, writing and calendar. These were used by the priests to keep records and make accurate prediction of annual foods. The Egyptian calendar is believed to be the earliest calendar in the world.
  9. i) It promoted social stratification or classes in Egyptian society.

Effects of early agriculture

Summarize from the effects in Egypt and Mesopotamia.

THE AGRARIAN REVOLUTION IN BRITAIN

The agrarian revolution refers to rapid changes and improvements in the field of agriculture.

Between 1750 and 1850 European countries underwent changes in agriculture.

The changes were marked by

 A new system of land ownership

 Use of machines and new farming methods.

The revolution took place first in Britain.

CHARACTERISTICS OF AGRICULTURE IN BRITAIN BEFORE THE AGRARIAN REVOLUTION

  1. Feudalism was practiced.

What is Feudalism?

“Loosely organized system of government in which local lords governed their own lands but owed military service and other support to a greater lord (nobility)”

The feudal kings had plenty of land; but they could not control it all. So they gave land to lords (nobility) in exchange for protection, loyalty and $.Nobility then gave Part of their land to the serfs (peasants) who would work on it and give part of their crops to the local (land) lord, for letting them farm the land.

  1. Farmers practiced open-field system.

In this system land was divided into three portions;

  1. Portion one- growing corn and wheat
  2. Portion two- for beans, barley and oats

III. Portion three- left fallow to regain fertility.

Such a system did not allow effective farming since land was not fully utilized.

It also discouraged livestock farming since it allowed easy spread of livestock diseases.

There was uncontrolled breeding in livestock instead of selective breeding since livestock grazed together.

Fallow land and existence of Cattle and footpaths that crisscrossed the farms wasted a lot of land.

  1. Stripping as a method of farming was used. The existence of strips meant that Land portions were small and discouraged the use of machines.
  2. Use of simple tools and implements that included sticks, hoes and later ploughs. Cultivation was therefore on small scale with crop rotation being used as a method of improving fertility. It was however not effective.
  3. Use of broadcasting method. Broadcasting method of planting led to wastage of seeds as it would be eaten by birds and rodents
  4. Intercropping was practiced. The growing of two or more crops on the same piece of land.
  5. Mixed farming. Livestock was allowed to graze on fallow land
  6. Mono-cropping-planting the same type of crop year after on the same piece of land. NB; this was an inefficient system leading to low yields

CHANGES THAT MARKED THE AGRARIAN REVOLUTION IN BRITAIN

  1. Fallows were abolished and available lands used effectively. This was influenced by population that occasioned demand for more food. The farmers could no longer afford to leave land to regain fertility.
  2. Application of new methods of farming.

Introduction and use of fertilizers in farms  

Lord Viscount Townsend discovered that clover added nitrogen to the soil and turnips could survive in winter and be used to feed cattle.

Townsend introduced a new four- course crop rotation called the Norfolk system consisting of barley, clover, turnips and wheat on same plot for a four-year period.

In 1843, John Bennet Lawes discovered the use of fertilizers and opened a superphosphate factory in London.

  1. Use of farm machineries like the horse drawn drilling machine invented by Jethro Tull in 1701 which replaced the broadcasting method. Iron hoes were used instead of sticks, to prepare the ground. In 1925, the wooden plough was replaced with an iron plough. Patrick Bell’s invention of the mechanical reaper replaced the sickle in harvesting corn. Andrew Meikles invented a mechanical thresher in 1876 which could cut and bind corn at the same time.

The use of machines changed agriculture from a small scale to a large-scale business.

  1. Intercropping to retain land fertility. E.g. of maize and beans. This practice enabled farmers to realize more yields.
  2. Application of scientific principles to farming. For example, Selective breeding of livestock invented by Robert Bakewell (1725-1795). He was able to develop the short horn, Devon, the Hereford, Aberdeen Angus and Ayrshire. He also improved sheep breeds such as the Leicester, Shropshire, Suffolk and the oxford. Pig varieties- the Yorkshire, Berkshire and Tamworth breeds
  3. Fencing of farms/land enclosure system; the introduction of land enclosures put to an end to strip farming. This was a demand of the rich landlords that land should be enclosed by fencing. The enclosure act enabled rich people to acquire more land. As a result more land was put under production and more land could be ploughed by one farmer

Positive effects of the land enclosure system introduced in Britain

  1. a) It created large farms which allowed use of horse drill and crop -rotation.
  2. b) The farms were easily managed and Farmers could specialize in crop or animal

production.

  1. c) Farmers could use their title deeds to borrow money from financial firms for the

improvement of their farms.

Effects of the land enclosure movement on the peasant farmers in Britain

  1. The creation of large farms led to landlessness among the peasant farmers,
  2. Peasant farmers sold off their land to the rich farmers because they could not

afford to cultivate the land.

  1. The land enclosure movement led to displacement of peasant farmers from their

land and hence they migrated to towns/ caused rural -urban migration.

  1. The rural-urban migration of peasant farmers led to overcrowding in urban centres/ congestion in urban centres.
  2. The land enclosure movement caused emigrations of the peasants to other

countries such as USA, Canada, Australia, new Zealand and south Africa

  1. The poor farmers were exploited, as they had to sell their labour to farmers and to the factories / exploitation of the poor peasant’s labour force.
  2. The royal agricultural society. It was established in 1838. Through the journals of the society, new ideas and techniques of farming were publicized all over the country. As a result, many farmers began to adopt the modern methods of farming.

CAUSES OF AGRARIAN REVOLUTION IN BRITAIN

  1. Land consolidation; the introduction of land enclosures which put to an end to strip farming. As a result more land was under production and more land could be ploughed by one farmer.
  2. Development of new methods of livestock breeding; more scientific methods of breeding livestock were developed. They involved selective breeding in which animals with suitable characteristics were maintained in the herds.
  3. Development of new tools for farming which helped to increase agricultural productivity .e.g. use of seed drill, Rotterdam plough, threshing machine and tractors.
  4. Development of new methods of maintaining soil fertility e.g. the new crop rotation system allowed the continued use of land without exhausting its fertility. Chemical fertilizers were also produced.
  5. Development of agricultural research in universities and research institutes assisted in improvement of soils and crop yields. Newspapers and agricultural journals helped to spread the results of this research to farmers.
  6. Impact of industrial revolution which provided the agricultural sector with inputs and market.
  7. Population increase led to high demand for food.

EFFECTS OF THE AGRARIAN REVOLUTION IN BRITAIN

  1. Food security for the population of Britain due to improved farming methods.
  2. There was Growth of population in Britain due to food security lowered mortality rates and increased life expectancy.
  3. There was Growth of capital/plantation farming to replace subsistence farming. Due to the enclosure act, ownership of large farms was encouraged and subsequently mechanization/plantations were set up.
  4. Poor farmers who could not afford fencing lost their land. Capital farming therefore led to emergence of landless peasants as large tracts of land were consolidated in enclosures. The poor peasants were compelled to migrate to urban areas where they were subjected to poor living conditions.
  5. Trade expanded locally and internationally. When farming was commercialized, Britain expanded trade thus boosting her economy.
  6. Growth of a working class. The landless peasants sought wage employment on farms or in towns in the emerging new industries. Thus a class of workers began to emerge.
  7. Transport systems like roads and railways improved. They were used to transport agricultural products to the market and raw materials to industries.
  8. Industries benefited from agricultural raw materials/ develop ment of industries. A number of machines produced by industries were also used in agriculture to boost production.
  9. Emigration of British national to other parts of the world. Some of the landless peasants migrated to USA, Canada, Australia, New Zealand and South Africa.
  10. Intensification of scientific research by the royal agricultural society to carter for the expanding agricultural sector.

THE SPREAD OF AGRARIAN REVOLUTION

From Britain the revolution spread to other parts of Europe and Americas and then the rest of the world. Ideas like crop rotation, use of machines, selective breeding of livestock and use of fertilizers spread into continental Europe from Britain. The governments encouraged agricultural science and research.

The work of Louis Pasteur (1890-1960) a Frenchman discovered that disease are caused by bacteria and sterilization of food such as milk through boiling keeps it bacteria-free for long time

THE AGRARIAN REVOLUTION IN THE USA

The Americas was the origin of many crops in the world the American Indians were subsistence farmers growing crops like yams, potatoes, maize (corn), cocoa, tomatoes, cotton, tobacco, beans and cassava.Political and religious differences in Europe in the 17th c forced many Europeans to settle in America as was also the enclosure system in Britain. Craftsmen and labouerers also moved in search of better life. The immigrant settlers came with horses, sheep, cattle, pigs, fowls, seeds and plants from Europe. Some of them participated in improving the machines that were already in use in Europe. For example:

  1. 1837- John Deere a young blacksmith from Illinois invented a steel plough
  2. 1837- Cyrus McCormick established a factory in Chicago to produce reapers
  3. 1837- Daniel Massey produced a similar machine in Canada.
  4. 1792- Elly Whitney invented the cotton gin and cotton picker

American scientists also developed the refrigerator. For example, John Perkins (1766-1849) an American inventor patented the first prototype refrigerator in England in 1834. The first American patent for a refrigerator was awarded to John Gorrie (1803-1855) in 1851.1859- Ferdinand Carre, a Frenchman invented the absorption system in a refrigerator. This was a major milestone in preservation of meat and other foods in America.Several agricultural zones emerged in America due to differences in soil fertility and climate:

  1. North-Eastern parts- Ranching and dairying
  2. The south- cotton zone.
  3. Central region-maize.
  4. North-west wheat

There was large scale mechanized agriculture especially after the abolition of slave trade. Most cash crops were grown to provide raw materials to European industries. Tobacco was grown in Virginia and Maryland. Rice and indigo were grown in Georgia and South Carolina. Cattle’s rearing was done in Texas.Transport development also enhanced agricultural development. For example, water transport using the great lakes, railway and road transport.Alexander graham bell invented the telegraph to enhance communication.

USA also invested in the field of science and research which boosted agriculture with better hybrid seeds and different strains of livestock.

FACTORS THAT FACILITATED THE DEVELOPMENT OF AGRICUL-TURE IN AMERICA BEFORE 1800

  1. The enclosure system in Britain led to the Settlement of enterprising European emigrants who wished to make a living through agriculture/Determination of European immigrants to succeed as farmers as there was no other source of livelihood. European immigration into the region also led to population increase and demand for more food. The immigrants also introduced new crops and new methods of farming leading to agricultural development
  2. Scientific research made it possible to improve strains of crops to resist diseases, to develop superior animal breeds and to develop new food crops e.g. Soya beans into artificial meat, etc.
  3. Mechanization; there was extensive use of machines to improve production e.g. steel plough, use of reapers, cotton gin etc.
  4. The presence of cheap means of transport e.g. Erie Canal, roads, railway, etc speeded up the transportation of goods and raw materials.
  5. The invention of the cotton gin in 1793 led to increased cotton acreage.
  6. Environmental influence on the farmers through experience leading to agricultural zoning e.g. maize in the centre, wheat in the south and beef rearing in the west/Presence of suitable soils for different types of crops such as tobacco, cotton and wheat.
  7. Government recognition of individual land ownership (the Homestead Act 1760)

encouraged settlers to farm.

EFFECTS OF THE AGRARIAN REVOLUTION IN USA

Fuelled by peasants who emigrated after they were driven out of Europe by the land enclosure movement, USA became the world’s leading producer of agricultural products.

The effects of the revolution were as follows:

  1. a) It led to diversification of agriculture through the introduction of new farm animals and crops.
  2. b) The new inventions in farm machinery enabled American farmers to bring more land under cultivation. For example the steel plough invented by John Deere and reaping machine by Cyrus McCormick.
  3. c) Food production especially of wheat and maize, increased due to the use of new farming methods like use of fertilizers and hybrid seeds.
  4. d) The agrarian revolution led to expansion of agricultural related industries.
  5. e) Mechanization of agriculture replaced slaves and other labourers at the farms. Many people went to search for employment in urban areas.
  6. f) The expansion of food production led to increase in trade between USA and Western Europe thus boosting USA economy.
  7. g) The transport system was improved to enable transportation of farm inputs to farms and agricultural produce to market.
  8. h) The revolution contributed to the enhancement of research and scientific inventions especially on the field of agriculture.

FOOD SITUATION IN AFRICA AND THE REST OF THE THIRD WORLD

“Third world” refers to the less developed countries in Africa, Asia and South America.

Many of these third world countries have food shortages and even continue to have weak economies upto date.

Causes to food shortage in Africa

  1. Rapid population growth which has put a lot of pressure on the available food resources leading to shortages
  2. Poor land use and agricultural practices. Many farmers still depend on traditional farming methods, for example, not applying fertilizers, pesticides or mechanization, thus producing low yields.
  3. Some developing countries experience adverse weather conditions such as floods and long periods of drought. Since these countries practice rain-fed agriculture, food production has been affected
  4. Overemphasis on cash crops at the expense of food crops has contributed to low food production. In Kenya for example, large farms concentrate on growth of flowers, tea and coffee with food crop farming being largely for subsistence.
  5. Rural-urban migration , especially among the young people has deprived the rural areas of the badly needed labour force for food production
  6. Lack of adequate capital for agricultural development. Low income/poverty. The farmers lack enough funds to purchase farm inputs.
  7. Political instability in some African countries undermines food production. For example in Ethiopia, Sudan, DRC, Burundi and Rwanda. This has prevented people from concentrating on food production.
  8. Decline in growing drought resistant crops. Crops like cassava and millet have been abandoned due to attitude thus causing artificial shortage of specific food.
  9. Poor and inadequate storage facilities have led to food wastage. In Kenya by 2001, the country was losing up to nine million bags of grain per year as a result of poor storage methods.
  10. Poor transport network leads to uneven distribution of food. It also discourages farmers from producing more.
  11. Over reliance on food aid and forms of aid has created a dependence attitude in many African countries. Some communities have become complacent about looking for a permanent solution to their food problems.
  12. Poor economic planning on the part of the government with many countries putting a lot of emphasis on other development projects at the expense of agricultural and food production.
  13. Poor land tenure systems resulting in low productivity. For example where a few European farmers own large tracts of land but only exploiting a small portion of the expansive farms.
  14. The HIV/AIDS pandemic contributed to food shortages since the scourge leads to death of many of the work force in their prime years.

Effects of food shortages

  1. Loss of life. Many people have lost their lives. For example the Ethiopian famine in 1984 led to the deaths of thousands of people.
  2. Increased suffering among millions of people in Africa due to deficiency diseases like kwashiorkor and marasmus.
  3. Food shortage has created social problems in societies. For example cattle raids by the karamojong and Maasai during the periods of famine. Even other anti-social problems like stealing food in rural areas can be attributed to inadequate food supply.
  4. Sometimes famine and drought has forced people to flee their home countries thus causing refugee problems in the receiving countries.
  5. Lack of food hampers efforts towards economic development. It Affects education since famine stricken children cannot concentrate on learning. There is Use of scarce foreign exchange to import food.
  6. It has created dependence on food aid from rich countries. Even some of the genetically created foods are tested in third world countries. Such foods have unknown side-effects.
  7. It has adversely affected agricultural-based industries.e.g sugar industries.-inevitably thisleads to unemployment.
  8. It has led to Political instability as people lose confidence in the governments that cannot feed them.

Solutions to food shortage in Africa

  1. Land reclamation thus increasing land under agriculture. This may increase food production.
  2. Re-formulation of agricultural policies so that there is a shift from a concentration on cash crops to paying more attention on food crops.
  3. Provision of extension services to farmers e.g. information on storage, preservation of farm produce and other forms of advice.
  4. Revision of the land tenure system- redistribution of land / land reforms as case is in china.
  5. Development of agro-based industries which will become market to agricultural raw materials like coffee, tea, etc.
  6. Creation of political stability to enable mobilization of people to self-sufficiency in food production.
  7. Relentless campaign against killer disease such as AIDS.
  8. Infrastructural development/ in transport, communication, storage and marketing.
  9. Environmental conservation measures which may help curb drought spread and ensure sufficient rains./ protection of catchments areas
  10. Family planning so that people only have children they can be able to feed, cloth and shelter.
  11. Demand for food to feed the growing population.

STEPS KENYA HAS TAKEN TO SOLVE FOOD SHORTAGES

  1. a) Extensive research has been carried out in research institutions such as the Kenya Agricultural Research Institute (KARI) producing hybrid maize such as Katumani that grows in drier areas. ICIPE and ILRI researches in pests and disease that affect both livestock and crops in the country.
  2. b) Introduction of genetically engineered crops and animal s into the agricultural sector. These crops, developed mainly at JKUAT and KARI are resistant to diseases and pests.
  3. c) Agricultural training institutions have been established to train experts such as agricultural officers, veterinary doctors and horticultural experts. Agriculture is also taught in schools- to equip learners with new and better techniques of farming that could boost production.
  4. d) People are being educated about the need for family planning so that families have only number of children whom they can feed and provide for.
  5. e) The government has formulated a food security policy to enhance production of food in the country. For example a minimum amount of cereals in the government silos has been set up with urgent measures to top up outlined.

THE PEOPLE OF KENYA UP TO THE 19THCENTURY

INTRODUCTION

There is immense evidence to confirm that east Africa was the cradle of humankind.

Archaeological evidence (for example, the tools found at kobi for a, Olorgesaillie, kariandusi, Mtongwe, around Lake Victoria, lukenya hills, near lake Naivasha) show that Kenya was inhabited by Stone Age people. There is also evidence of use of iron in Kenya dating back as AD270 e.g. at Urewe near Ngiya in Siaya and in Kwale.

THE KHOISAN

According to oral traditions, the earliest people to occupy Kenya were of the Khoisan stock. They had similar features like the Khoi khoi and the san of South Africa, the Sandawe and Hadza of Tanzania. They all spoke a language with a clicking sound.

Cultural aspects of the Khoisan

  1. a) They Spoke a language with a clicking sound like the khoi-khoi of south Africa
  2. b) They were nomadic people
  3. c) They gathered the wild fruit in the wild and dug up tubers and roots for their foods
  4. d) They used stone tools in addition to bows and arrows.
  5. e) They fished in rivers and lakes using harpoons
  6. f) They made use of rock shelters and caves.
  7. g) They buried the dead.
  8. h) Made and used pottery.

NB- such evidence of the culture of the Khoisan has been found in Gambles and Njoro river caves near Nakuru.These pioneering inhabitants of Kenya disappeared maybe after being subdued and overcome by the powerful incoming Bantus and nilotes.However, there exist some remnants of these hunter-gatherer communities in the western highlands of rift valley. They speak the language of the group near them like kalenjin (okiek), Maasai (Dorobo), Onguye and Okuro in western Kenya.

 

THE CUSHITES

They existed in two groups:

  1. a) The southern Cushites
  2. b) The eastern Cushites.

The southern Cushites

They might have entered present day Kenya through northern Kenya and seem to have originated from the Ethiopian highlands. Since they were pastoralists, they must have been looking for better pasture for their livestock.Around 2500 and 3000 years ago, they were already occupying the grasslands of the Kenya highlands cultivating food crops like sorghum , millet and rearing long horned humpless cattle. They even extended upto Tanzania. They included the Iraqi, Boni and Burungi of Tanzania, The Dahallo or Sanye of the lower Tana (the remaining southern Cushites in Kenya). Some were later absorbed by the incoming groups.

The Eastern Cushites

They include the Borana, Somali, Oromo, Gabra, Rendille and Burji.

They originated either from Ethiopia or Somalia moving and settling into Kenya around 2000 and 1000 years ago due to the following reasons;

  1. a) Escaping from clan or family feuds.
  2. b) There was population pressure in their area of origin.
  3. c) They were in search of better grazing lands.
  4. d) They were fleeing the outbreak of disease that affected both people and animals.
  5. e) They were escaping famine and drought.
  6. f) They fled constant attacks from their neighbours such as the Somali.
  7. g) The migrated to satisfy their spirit of adventure.

THE OROMO

They came in the 16thcentury from Ethiopia. Initially they settled on the eastern shores of Lake Turkana. They later moved south pushing the Mijikenda and the Pokomo out of the Shungwaya to occupy Malindi and Kilifi. Today they occupy the southern part of Tana River and are neighbours to the Pokomo.

Effects of migration and settlement of the Oromo in Kenya

  1. a) They inter-married with the people they came into contact with e.g. Somali, Pokomo and Borana.
  2. b) Their settlement in Kenya led to expansion of trade.
  3. c) Their settlement led to increased conflict between communities over resources e.g. pasture and water.
  4. d) Displacement and redistribution of people in the area where they settled e.g. the Oromo pushed the Bantu from the Shungwaya region.
  5. e) Assimilation of some communities they came into contact with e.g. the Oromo vs. Somali.
  6. f) Cultural exchange e.g. neighbouring communities adopted Islam.
  7. g) Settlement in high agricultural potential areas e.g. river valleys encouraged some of them to practice crop farming.
  8. h) Expansion of agriculture due to demand of agricultural produce.

THE BORANA

They are also Oromo speaking people whose origin is southern Ethiopia. Their migration into Kenya was due to escaping the Menelik Wars of Conquest in 1897 and who had imposed heavy taxes on them. They represent some of the most recent migrations into Kenya end as late as 1900 when more Borana groups fled into Kenya from Somali running away from the war between the Somali Nationalists and the British.

Today the Borana occupy the area north of the Tana River.

THE SOMALI

They originated from Mogadishu where they were living by 10th century A.D. They begun moving southwards into Kenya around that time maybe due to the Oromo threat or they were looking for pasture for their livestock.The Somali represent the largest single group of eastern Cushites in Kenya.

Results of Cushitic migration into Kenya

  1. a) There was massive warfare during the migrations leading to killing of many people in the process. For example, there was constant warfare between the Somali and the Oromo.
  2. i) They displaced some of the communities which they came into contact with e.g. the Oromo pushed the Mijikenda from the Shungwaya region in AD 1500 AND 1600.
  3. b) They intermarried with those people they interacted with e.g. the some of the Pokomo intermarried with the Borana.
  4. c) Their settlement led to expansion / development of trade between them and their

neighbours e.g. they traded with the Samburu and the Maasai.

  1. d) There was cultural exchange between them and the Bantu and Nilotic neighbours. E.g. the

Taboo against eating Fish among the Bantu, the age set system and circumcision has origin from the Cushites.

  1. e) The migrations led to population pressure in the region.
  2. f) Adoption of some agricultural practices from the Bantu.
  3. g) There was redistribution of population in Kenya. The Mijikenda for example were scattered at Shungwaya.

THE BANTU SPEAKERS

Introduction

The term Bantu refers to group of people who speak the same or similar language with common word “NTU” which means a person. The Bantu-speaking groups include the Luhyia, Kisii, Kuria, Kikuyu, Akamba, Meru, Aembu, Taita, Agiryama, Digo in Kenya and Pokomo, as well as many other smaller groupsTheir original homeland was somewhere between eastern Nigeria and the Cameroon (Congo Basin).

They then moved southwards towards present day Democratic Republic of Congo (around 500 BC the Bantu were living in the Congo forest). This became a major dispersal point from where the Bantus moved in four major waves. Of these waves, the two waves that account for settle of the Bantu in Kenya are the ones moving south-eastwards through the area west of LakeVictoria (a 2nddispersal point for Bantus). From here they dispersed in two groups;

  1. some group passed through present-day Uganda , some settling there (Baganda,

Banyoro, Batoro), proceeding into kenya to form the western Bantu(Luhyia, Kisii, Kuria and abasuba)

  1. From the west Victoria dispersal point a group moved and entered east Africa at appoint south of Lake Victoria and then proceeded eastwards across northern Tanzania to a dispersal point between Taita hills and mt. Kilimanjaro. Some settled in Tanzania (Chagga, nyamwezi, sukuma, Kuria, haya, Yao, Segeju, Zaramo).the rest of the groupproceeded northwards to the coast upto Shungwaya (another dispersal point). These were the eastern Bantus.

REASONS FOR THE BANTU MIGRATION

The reasons for the migration of the Bantu are not known but they most likely included the following;

  1. a) Drought and famine: This broke out because the climate in their cradle land had become unreliable/unpredictable.
  2. b) Population increase which resulted into population pressure, e.g. they became

overpopulated in their cradle land.

  1. c) The constant attacks (external pressure) from stronger tribes in West Africa and the Nile valley; also due to the migration of the Arabs, who were believed to be more hostile, into West Africa.
  2. d) Internal conflicts from the Bantu tribes: These conflicts concerned the ownership of agriculture area, the shortage of grazing lands and watering areas.
  3. e) Epidemics and diseases/natural calamities, e.g. earthquakes, over flooding of rivers like river Niger, sickness, diseases such as Nagana caused by Tsetse flies, sleeping sickness e.t.c.
  4. f) Search for fertile land: Since they were predominantly farmers, the Bantu migrated in order to find more land which could be more fertile than the cradle land, which could no longer support them.
  5. g) Love for adventure: They moved due to their desire for adventure, i.e. they wanted to find out what was happening in other areas.
  6. h) Group influence: Some moved because they had seen their relatives and friends move.
  7. i) Need for water and pasture for their animals forced them to move.
  8. j) The Bantu migrated in order to export their iron-working culture. They had discovered the knowledge of iron working and had invented iron tools. These iron tools had transformed the agricultural sector by making the clearing of land for cultivation faster and more efficient.

The western Bantu

They include Luhyia, Kisii, Kuria and abasuba and settled in western part of kenya thus their name.

Abaluhyia

~  The Abaluhyia community is made up of eighteen sub-groups. The sub-groups which constitute the community have a common background, common customs and speak closely related dialects of the same language.

~  According to Abaluhyia tradition, communities used to hold criminal tribunals at the junctions of footpaths. The area at the junction of footpaths was known as Uluyia or a meeting point and it is claimed that the name Abaluhyia is derived from this. Another version states that in a polygamous home the courtyard outside the main father’s house is called Luhyia. All the children are referred as children of one Luhyia and hence the name Abaluhyia.

~  Most of the Luhyia sub-groups point to mt. elgon dispersal point as their origin. The settlement of the Abaluhyia into Kenya dates back to 300 AD. By 1750 AD, many groups had settled in present day Bukhayo, Marama, Tiriki, Bunyore, Wanga and Maragoli.

~  They absorbed some groups they found in the area. Also, their interaction with the Maasai led to establishment of clans like the Abashimuli among the Idakho. The Marachi, Kisa and Samia interacted with the Luo.

Abagusii

~  Abagusii traditions acknowledge a close relationship with the following people: the Abakuria, Abalogoli, Ababukusu, Abasuba, Agikuyu, Ameru, Aembu, Ambeere and the Akamba. Their tradition has it that on their way from the country which they call ‘Msiri’ they were accompanied by the Baganda and the Basoga besides the above groups.

~  The Abagusii and the Abalogoli migrated southwards following the River Nzoia valley and arrived near Lake Victoria between 1490 and 1520. Following an easterly course along the lake shore, they settled at the head of Goye Bay in Yimbo location of Nyanza with their homeland spreading across present day Ulowa, Sare and Unyejra at the foot of Ramogi hill. Luo migrants in 1550 AD found them settled in this general area and pushed them from alego to Kisumu where they lived upto 1600AD.

~  Their migration from Kisumu to Kano was motivated by drought in the area.. However, their eastward migration was checked by the Maasai and the Kipsigis

~  By the 18thcentury, they had settled in the Kisii highlands positively interacting with the neighboring Luo, Maasai and Kipsigis in terms of trade.

Why the Abagusii remained in the Kano plains for too long before settling in the Kisii highlands.

  1. a) They were obstructed by the Kipsigis who were migrating westwards.
  2. b) The Maasai were also quite wild/hostile.
  3. c) The plains favored their activity of livestock grazing.
  4. d) Lack of a strong warrior group to fight their expansionist wars against the warring neighbors.

Abakuria

~  The origin of the name ‘Kuria’ is a thorny point in the Abakuria history. The major Abakuria sub-tribes such as Abanyabasi, Abatimbaru, Abanyamongo, Abakira, Abairegi and Abagumbe have traditions to the effect that their ancestor was Mokuria (or Mukuria) that lived in “Msiri”. His descendants migrated from “Msiri” and after many years of wandering on the other side of Lake Victoria; they eventually reached and settled in the present Bukuria By 1800AD,) in south Nyanza.)

~  According to this tradition, the Abakuria have been divided from time immemorial into two families: the Abasai of the elder wife of Mokuria and the Abachuma of the younger wife.

~  The Abakuria are related to Abalogoli of Abaluhyia and Abagusii and trace same origin at mt. elgon dispersal point.

~  The Abakuria people appear to have sprung from too many directions to have a common historical origin, although a number of clans claim to have come from Msiri.

~  Among the Abakuria today are found people who were originally from Kalenjin, Maasai, Bantu and Luo speaking communities. The Abakuria adopted the practice of age set organization and circumcision from the southern Cushites

Abasuba

~  The name “Suba” means “the people who are always wandering”.

~  The Suba migrated into their current locations beginning in the mid-1700s. They came from the region just west of Lake Victoria and settled on the islands.

~  The Suba migrated from Uganda and settled on the two Lake Victoria islands of Rusinga and Mfangano, and are believed to be the last tribe to have settled in Kenya. Other subgroups migrated and settled on the shores of Lake Victoria in the early 18th century.

~  The Suba are descendants of one wave of the Bantu migration from Central Africa over the last 1500 to 1800 years. In the 16th century, it appears, small family groups related to the Ganda people on the western side of the lake migrated across Lake Victoria on boats to settle on Rusinga Island and other islands near what is now Kenya and Tanzania.

~  The Suba are descendants of one wave of the Bantu migration from Central Africa over the last 1500 to 1800 years. In the 16th century, it appears, small family groups related to the Ganda people on the western side of the lake migrated across Lake Victoria on boats to settle on Rusinga Island and other islands near what is now Kenya and Tanzania.

~  Linguistically, the Suba are highly influenced by the neighbouring Luo, to the point of a language shift having taken place among large portions of the mainland Suba.

~  The remaining speakers of the Suba language are mostly elderly residents on the island of Mfangano.

The eastern Bantu

They are divided into Highland or Mt. Kenya Bantu and Coastal Bantu.

Coastal Bantu

They include the Taita, Pokomo and Mijikenda.From the west Victoria dispersal point their first movement was upto Taita hills, where the Taita remained. The Mijikenda and Pokomo proceeded northwards to the coast upto Shungwaya (another dispersal point). The main reason for the Shungwaya dispersal was the Oromo attack In AD 1600.

Pokomo

They moved from Shungwaya following river Tana interacting with the Cushites like the Oromoand Somali.

Mijikenda

The name means Nine Clans comprising of the Kauma, Giriama, Duruma, Chonyi, Jibana, Kambe, Ribe, Rabai and Digo.From the Shungwaya dispersal point,(forced out by the Oromo/Somali southwards expansionist attacks), they settled in fortified villages mainly due to security concerns. Each of the nine groups settled in their own separate ridge referred to as Kaya fortified with thorny trees.By the 19th, the Mijikenda were established as middlemen during the long distance trade between the Akamba and the coastal Waswahili.

The highland Bantu

Examples of highland Bantus include Agikuyu, Ameru, Aembu, Ambeere and the Akamba

They are also products of the Shungwaya dispersion.

Agikuyu

~  The largest single group of the eastern group.

~  While the Kikuyu can be found throughout Kenya, the heaviest concentration being in Central Province, known as the traditional Kikuyu homeland.

The Kikuyu traditionally believe that a man, Gikuyu, was the founder of the tribe. He had a wife named Mumbi, who gave birth to nine (plus one) daughters. The daughters married and had their own families, retaining a domineering role in Kikuyu society.

~  It was in Mukurwe wa Gathanga division of Nyeri district where an identifiable beginning for the modern Kikuyu people is defined.

~  Ancestors of the Kikuyu arrived in Kenya during the Bantu migrations of 1200-1600 AD. The Agikuyu seem to have moved southwest from the coast at around 1400AD also running away from hostile Oromo. They followed Tana River with some groups falling off and settling in different places. For example the Tharaka settled in the east and the Ambeere settled in the southwest. The main group proceeded upto the confluence of rivers Tana and Thika (Mukurwe wa Gathanga. They spread and settled in Kiambu and Nyandarua from Murang’a.

~  The key event in their migration and settlement was military conflict with and defeat of the Gumbapeople by the Mathira and Tetu people, allied with the Athi and the Maasai in the early 1800’s.

~  They displaced or absorbed the original inhabitants-the Dorobo (Athi) and Gumba who were a hunter- gatherer community.

~  Settlement of the Nyeri plains took place after the British moved the Maasai from the area. The Kikuyu were in Kabete by around 1850, Ruiru about 1900.

~  They heavily interacted with the Maasai and Cushites in the area.

Describe the relationship between Athi and the Agikuyu

  1. a) The Athi were the original inhabitants of the land where the Agikuyu live presently.
  2. b) The Agikuyu claim they bought the land from the Athi.
  3. c) The Agikuyu also acquired some cultural practices from the Athi e.g. circumcision, clitoridectomy and age set system.
  4. d) The Athi acted as middlemen in the trade between the Agikuyu, Maasai and the coastal people.

Akamba

~  They point to the area around mt Kilimanjaro as their original homeland.

~  From here they moved to Taita Hills before reaching Tsavo West. They followed the Banks of Athi River in the 15thcentury one group crossing Athi into Ulu. Another group moved south to the Galana River and settled in the region around chyulu hills north of mt. Kilimanjaro

~  By around mid 16thcentury a group of the Akamba had settled in the Mbooni hills near Machakos.

~  Due to environmental influence, the Akamba near Mbooni began to practice agriculture before migrating to iveti, kilungu and masaku. Those that moved to drier Chyulu hills became hunters. The Kitui group adopted pastoralism and hunting and participated in long distance trade.

The Ameru

~  Their original homeland is claimed to Mbwa, located somewhere at the coast on manda island. The Shungwaya dispersal might have led to the pushing of the Ameru to tigania and igembe regions at around 1400AD. They crossed the Tana River with the Tharaka sections of Agikuyu and settled to the east of tana. The Chuka section settled in the west of river tana. The mwimbi, imenti, tigania and igembe also settled west of the Tana River.

~  According to tradition, the Meru and Agikuyu were initially migrating as one group and separated at around 15thc and 16thc.

Effects of the Bantu Migration

The results of the Bantu migration were both positive and negative.

 

 

Positive results

  1. Introduction of iron working the use of iron tools in the interior of East Africa where peoplewere at first using stone tools. There was an increase in food production.
  2. Introduction of new crops e.g. yams, bananas: the Bantu introduced and increased the knowledge of food and extensive crop cultivation. Earlier on, the inhabitants of East Africa were food gatherers, but with iron smelting and its results, food production seriously started.
  3. The absorbed other tribes e.g. the gathers: This led to widespread Bantu languages of “NTU”prefix in East Africa.
  4. They introduced centralized administration: They introduced a centralized system of government whereby the king acted as the overall ruler, under who were the other chiefs, down to the lay person. This was done in western Kenya by the Wanga.
  5. Introduced a system of building permanent homes: They opened new land to settlement in families, clans and villages.
  6. The knowledge of iron smelting which the Bantu introduced led to the making of hoes and pangas for tilling and clearing land, the bows, arrows and spears for defense and protection.
  7. They introduced subsistence agriculture, whereby they grew enough food for home consumption, and the rest could be kept in case of shortages, or be exchanged in barter trade.

Negative effects

  1. The Bantu migration led to depopulation: This was caused by the frequent attacks made on the Bantu by Somali and Oromo, or by the Bantu against the people East Africa for land, through wars.
  2. There was loss of culture due to cultural absorption: This was brought about due to Bantu intermarrying with the non- Bantu peoples, whom they came across.
  3. There was transformation of languages into new ones: This led to the dying down of some of the Bantu languages, while others remained.

The Nilotic speakers

Nilotes is a term originating from the word Nile. The origin of these groups is associated with the Nile River. These are the second largest group after the Bantu.

They are divided into three groups;

  1. a) River-lake nilotes- the Luo.
  2. b) Plains nilotes- the Maasai, Tunkana and Samburu.
  3. c) Highlands nilotes- kalenjin groups of the Marakwet, Tugen, Nandi, Kipsigis, Elgeyo , Pokot and Sabaot

River-lake nilotes

They are sometimes referred to as the southern Luos to differentiate them from other riverlake nilotes in Uganda and Sudan like the Dinka, Shilluk, Bor , Anwak, Alur, Acholi, Jopaluo, Padhola, Nuer and Luo of Uganda.

They are believed to have originated from Bahr-el-Ghazal region of southern Sudan. They then migrated to Pubungu Pakwach in Uganda where they settled by 1450 AD. They later moved into Kenya. Their arrival caused the displacement of many Bantu-speaking peoples, notably the Gusii, Kuria and Luhya, who were forced into the highlands east and north of the lake.

Why did they leave Bahr-el-Ghazal region?

  1. a) They might have been Escaping from clan or family feuds.
  2. b) There was population pressure in their area of origin.
  3. c) They were nomadic pastoralists in search of better grazing lands and water for their livestock
  4. d) They were fleeing the outbreak of disease that affected both people and animals.
  5. e) They were escaping famine and drought.
  6. f) They fled constant attacks from their neighbours.
  7. g) They were also looking for better fishing grounds.
  8. h) The migrated to satisfy their spirit of adventure.

Their migration into Kenya began in the 15thc. they moved in four distinct groups;

  1. a) Joka-jok- people of jok. Was the first group to enter into kenya from Uganda. They first settled at Ramogi hills in Kadimo Siaya district displacing the earlier Gusii settlers. Two of Jok’s sons fled to south Nyanza to form the Karachuonyo and Wanjare clans. Thisgroup spread to Sakwa, Alego, Asembo and other parts of Nyanza.
  2. b) Joka-Owiny. Owiny moved from Uganda to settle in Sogoma in Alego with his group in the 17thc. he was both a great fighter and leader (Ruoth). He came to be known as

Owiny Sigoma and his people Joka Ruoth. This group settled in Kisumu, Nyakach and South Nyanza.

  1. c) Joka-Omolo. They came from northern Banyoro and settled temporarily in Ibanda and Bukoli before moving to Ugenya and Gem. They displaced the Abagusii and Abalogoli out of Yimbo. They spread to Alego and then across winam gulf into south nyanza.
  2. d) The abasuba. They are Bantu in origin but are associated with the Luo. They are a mixture of Bantu refugees from Uganda who intermarried with the Luo. They settled in the Lake Victoria islands of Mfangano and Rusinga and also in gwasi area. They adopted Luo culture.

Effects of Luo Migration

  1. a) The settlement of the Luo in Kenya led to increase in population in the area.
  2. b) Their arrival intensified conflicts between them and other communities in the area over limited resources. For example they displaced the western Bantu like the Abaluhyia,

Abakuria and Abagusii

  1. c) There were intermarriages between the Luo and the Luyia and Maasai groups in the area.
  2. d) The Luo assimilated some Luhyia communities living in the area.
  3. e) Their settlement enhanced trade with different communities; they exchanged livestock products for grains with the Luyia.
  4. f) The Luo adopted agriculture as a result of interacting with the Bantus who were farmers.

Plain Nilotes

They include the Maasai and Samburu (Maa speakers), Iteso, Turkana and Njemps.

The Plain Nilotes entered Kenya at around AD 1000 from an area north of Lake Turkana.

Why they moved into Kenya:

  1. a) Drought and famine that broke out in their cradleland.
  2. b) Population increase which resulted into population pressure in their cradle land.
  3. c) The external pressure from stronger neighbours.
  4. d) Internal conflicts from among other Nilotic groups concerning the ownership of grazing lands and watering areas.
  5. e) Epidemics and diseases like sleeping sickness affecting both humans and animals.
  6. f) They moved due to their desire for adventure, i.e. they wanted to find out what was happening in other areas.
  7. g) Need for water and pasture for their animals forced them to move.

Their first point of settlement was near Mount Moroto in eastern Uganda by AD 1000. From here, several groups like the Jie, Iteso, Turkana and karamojong emerged, with the Iteso settling in Uganda in 17thc before expanding into western Kenya by 19thc. The Turkana extended northwards to their present area.

The effects of the migration and settlement of the iteso

  1. a) The settlement of the iteso in their present region led to increase in population in the area.
  2. b) It intensified conflicts between them and other commu nities in the area over limited resources.
  3. c) There were intermarriages between the iteso and the Luyia groups in the area.
  4. d) Cultural interaction giving rise to enriched cultures.
  5. e) Some people were displaced from the area with the arrival of the iteso. E.g. the Maasai and some kalenjin communities.
  6. f) The iteso assimilated some communities living in the area.
  7. g) Their settlement enhanced trade with different communities; they exchanged livestock products for grains with the Luyia.
  8. h) The iteso adopted agriculture as a result of interacting with the Bantus who were farmers

The Maasai

~  Their movement from north of lake Turkana is closely associated with the original Kalenjin speakers. By AD 1500, the Maasai begun to move separately southwards between Mt,. Kenya and Mt. Elgon. By 19thc , they had settled in Uasin Gishu and even spread into Tanzania along the Rift Valley.

~  As they moved, they assimilated the Sirikwa peoples. They also waged war against the neighbouring Kalenjin, Akamba and Abagusii.

~  In the 1850s the Maasai experienced many natural disasters like drought, famine and cattle diseases leading to decline of their power. They also experienced civil wars between the Kwavi (iloikop) and the Purko (Ilmaasai) sections. When Oloibon Mbatian died, his two sons Sendeyo and Lenana became involved in a protracted succession dispute. They were also weakened by wars with the Agikuyu. Their power came to an end with the coming of British rule.

Effects of the migration and settlement of the plain nilotes into Kenya

  1. a) The migration and settlement of the Maasai in their present region led to increase in population in the area.
  2. b) As they migrated, into Kenya, the Maasai pushed and displaced the communities they came across. For example, they subdued the Nandi in the 18thc.
  3. c) The Maasai influenced the fighting tactics of other groups in Kenya.
  4. d) The Maasai absorbed the southern Cushites such as the Dorobo.
  5. e) There were intermarriages between the Maasai and the Akamba, Agikuyu and even the kalenjin groups in the area.
  6. f) There was Cultural interaction giving rise to enriched cultures. They adopted some cultural practices from the southern Cushites for example, the age-set systems circumcision and clitoridectomy. They also adopted some Kalenjin vocabulary.
  7. g) Their settlement enhanced trade with different communities; they exchanged livestock products for grains with the Luyia.
  8. h) A section of the Maasai adopted agriculture as a result of interacting with their agricultural neighbours in the Rift Valley. The Kwavi Maasai became mixed farmers.
  9. i) They influenced Communities like the Nandi who adopted the institution of Prophet or diviner from the institution of Laibon among the Maasai.

The Highland Nilotes

They comprise the kalenjin speakers namely the Tugen, Nandi, Kipsigis, Marakwet, Keiyo, Pokot and Sabaot. They are believed to be the earliest Nilotic speakers in Kenya. This evidenced from the narratives of their neighbours like the Luo.

Their traditions point their original homeland to be a place to the north-western part of Kenya, between Sudan and Ethiopia.

Why they migrated:

  1. a) They might have been Escaping from internal enemies causing clan or family feuds.
  2. b) There was population pressure in their area of origin forcing them to look for new land for settlement.
  3. c) They were fleeing the outbreak of diseases and epidemics that affected both people and animals.
  4. d) They were escaping famine and drought.
  5. e) They fled constant attacks from their neighbours.
  6. f) They were also looking for better lands for cultivation.
  7. g) The migrated to satisfy their spirit of adventure.

Key notes for the teacher and students- @Helot 2012-2013  49

They began migrating from their cradleland in around 600AD. By 700AD, some kalenjin groups like the Sirikwa were already occupying the rift valley.

Some were later pushed out of the Mt. elgon region by the incoming Bantu and plain nilotes. Those that remained include the Bok, Bongomek and Kony. The Terik later migrated to western Kenya and greatly borrowed from the Bantu, adopting a new name, Tiriki.

The Nandi.

They were pushed out of the Mt. Elgon region between 1700 and 1800 by the incoming Maasai.

The decline of the Maasai in the 19thc made them rise to become a formidable group that conducted raids against their neighbours like the Abaluhyia and Luo.

Their power only declined due to colonization.

The Kipsigis

They are believed to have separated together with the Nandi from other kalenjin groups at around Mt. Elgon region around AD1600. They moved south east to Teo, near Lake Baringo. Due to the Maasai attacks, they moved westwards to Tambach where they stayed for a long period. They later moved southwards to Rongai near Nakuru.

They only separated from the Nandi due to drought and the Maasai Raids on the Nandi.

The Kipsigis moved further south to Kericho while the Nandi moved to Aldai during the 2nd half of 18thc.  The Kipsigis settled at Kipsigis Hills forming a strong community that assimilated thelegendary Sirikwa and some Maasai and Abagusii groups. They were for a long time allies of the Nandi.

What factors contributed to the Nandi and Kipsigis split during the mid 18th century.

  1. a) Maasai attacks on the two communities forcing each group to find its own means of Defence.
  2. b) Drought which caused scattering in search of food and pasture.
  3. c) Constant conflicts over the limited resources in the region leading to warfare and final split.

Results of the Highland nilotes migration

  1. a) It increased intercommunity conflicts in the region.
  2. b) Some of the Kalenjin groups assimilated Bantu cultures while their culture was also assimilated by other groups. The Terik for example borrowed many Bantu vocabularies and customs.
  3. c) They intermarried with other groups in the region, such as the Abagusii and the Luo.
  4. d) Their migration increased trading activities in the region.
  5. e) They displaced the people they came across e.g. the Abagusii and the Kwavi Maasai

Explain the results of the interactions between the various Kenyan communities during the pre-colonial period.

  1. a) Through the inter-tribal wars, there was loss of lives and destruction of property hence economic decline.
  2. b) Many communities were displaced as new ones arrived. E.g when the Luos arrived, Abagusii and sections of the Abaluhyia were displaced. Etc.
  3. c) The constant raids as a means of interaction led to some communities seeking for refugee in secure places. E.g the Abagusii too refugee in the present Kisii highland due to the Kipsigis, Nandi and Maasai raids in 1800AD.
  4. d) A sense of unity developed among some communities e.g. among the Luo, as a means of Defence against attacks by the Maasai, Nandi and Abaluhyia.
  5. e) Tension between various communities was reduced as they interacted through intermarriages e.g. between the Agikuyu and the Maasai.
  6. f) Some new customs found their way into various communities. E.g the Bantu and the nilotes learned of circumcision and age set system from the southern Cushites.
  7. g) New technology infused into various communities. E.g. the Bantu and the nilotes learned the art of cattle milking and bleeding, irrigation and manuring from the southern Cushites.
  8. h) Specialization emerged mainly due to inter-community trade in the region.
  9. i) There was also increased wealth in some communities. For example through the trade

between the Agikuyu and the Akamba, some Agikuyu gained wealth.

  1. j) New economic activities sprung up in some communities. E.g. the Maasai adopted crop cultivation from the Agikuyu.
  2. k) The Bantu language was enriched through the borrowing of some vocabulary from the southern Cushites.
  3. l) The Abakuria were able to develop into a distinct ethnic group as a result of constant raids from the Maasai and the Luo.

SOCIO-ECONOMIC AND POLITICAL ORGANIZATION OF KENYAN COMMUNITIES IN THE 19THCENTURY

THE BANTU

Social organization

~  Almost all the Bantu communities were organized in clans made up of people with common descent.

~  All the Bantu communities practiced circumcision. In some communities like the Akamba, Abaluhyia, only boys circumcised. Among the Abagusii and Agikuyu, both boys and girls were circumcised. The initiates were taught the values and customs of their community

~  Circumcision marked an entry into an age set whose functions included defending the community from external attacks, building huts and advising junior age-sets on how to raid.

~  All the Bantu communities believed in the existence of a supernatural power that controlled their destiny. The Abaluhyia, for example called their God Were or Nyasaye, the AgikuyuNgai etc.

~  The Bantu communities had diviners and medicineman. Among the Agikuyu community, a medicine person was called mundu mugo.

~  The Bantu celebrated life both in song and dance. There were songs for initiations, childbirth, marriage, harvest and funeral. The mood and style of their song and dances varied depending on the occasion.

Political organization of the Bantu

~  All the Bantu communities in Kenya, except the Wanga sub-group of the Luhyia, had decentralized forms of government.

~  The clan formed the basic political unit for all the Bantu communities. Each clan was made up of related families. Leadership of the clan was in the hands of a council of elders who played a pivoted role in solving disputes, decided on inter-tribal marriages, maintaining law and order and making executive decisions affecting the community like declaring war.

~  Among the Agikuyu and Ameru, the council was known as Kiama, Kambi among Mijikenda, Njama among Ataveta and Abagata ba gesaku among the Gusii.

~  The Bantu had an age-set system that had some political significance. For example among the Agikuyu, the boys joined the age-set after initiation to provide warriors who defended the community from external attacks and raid other communities for cattle.

~  Among the centralized Wanga government, the king was known as Nabongo. His office was hereditary. He was assisted by a chief minister and other officials with a council of elders.

Economic organization of the Bantu

~  The Bantu kept Livestock like sheep, cattle and goats for milk, meat and skin. Dowry was paid inform of livestock. Some communities used livestock as a form of currency in barter trade.

~  They traded among themselves and also with their neighbours such as the Luo, kalenjin and Maasai. They sold grains in exchange for baskets and fish from the Luo.

~  They practiced iron-smelting, making implements such as knives, hoes arrow heads and spearheads. This sometimes also became trading items.

~  The Bantu practiced crop growing. They grew grains like millet, sorghum and cassava among other crops mainly for food while the excess were sold to neighbours.

~  They practiced craft making pots and weaving baskets.

~  For the Bantu communities who lived along rivers and Lake Victoria, e.g. the Luhyia, they practiced fishing.

~  Hunting and gathering was also done by some communities to supplement their food. E.g. the Akamba.

~  Raiding other communities for cattle.

The Agikuyu.

By 19thcentury, the Agikuyu had a complex social, economic and political organization some of which were products of their interrraction with other communities.

Social organization

~  The family was the smallest social unit among the Agikuyu. It was headed by a father.

Several families that shared a common ancestry comprised a clan.

~  The Agikuyu had rites of passage which included initiation of both boys and girls through circumcision/clitoridectomy.

~  The initiated boys joined the age-set (riikaor mariika) after being educated on the values and customs of the society. It was only after initiation that boys and girls were considered mature enough to get married.

~  The Agikuyu believed in the existence of one God who controlled their destiny. They called their God Ngai. He was all powerful and as believed to dwell o mt. kirinyaga where they claim he created them.

~  They also had diviners whose main work was to interpret God’s message to the people.

~  The Agikuyu had medicineman. A medicine person was called mundu mugo. Their main work was to cure diseases. They learned their skills through apparent-iceship.

~  The Agikuyu had designated sacred places for prayers, worship and offerings (an example was the mugumo tree for offering sacrifices).

~  Marriage was an important institution among the Agikuyu.

The political organization of the Agikuyu

~  The Agikuyu had a decentralized system of government. The basic political system was based on the family headed by a father.

~  Several families made up a clan (Mbari). Each clan was ruled by a council of elders. (kiama).

A senior elder (Muramati) coordinated the activities of the clan.

~  Several elders(aramati)formed a higher council of elders (kiama kia athamaki)

~  The functions of the higher council of elders included settling disputes, deliberating on day to day activities, administering justice and handled disputes, inheritance disputes and acted as a final court of appeal.

~  They had warriors drawn from the age-set system, who defended the community from external aggression.

Economic organization of the Agikuyu

The Agikuyu engaged in various economic activities;

~  The Agikuyu kept Livestock like sheep, cattle and goats for milk, meat and skin. Dowry was paid inform of livestock.

~  They traded among themselves and with their neighbours such as the Akamba and Maasai.

They sold grains and iron implements in exchange for livestock products like skins and beads (Maasai) and imported goods like clothes(Akamba).

~  They practiced iron-smelting, making implements such as knives, hoes which enhanced their farming activities and trade. They borrowed this art from the Gumba.

~  They practiced crop growing. They grew grains like millet, yams, sweet potatoes,

arrowroots, sorghum and cassava among other crops mainly for food while the excess were sold to neighbours.

~  They practiced craft making pots and weaving baskets.

~  Hunting and gathering was also done by Agikuyu to supplement their food.

The Ameru

The Ameru had a system of government which ensured high standards of morality and stability. This system evolved as they migrated and interacted with other communities.

Social organization of the Ameru

The Ameru was a system characterized by the existence of various councils from the council of children to the supreme council of Njuri Ncheke. This was meant to ensure the highest moral standards in the community.The Njuri Ncheke acted as parliament and had the following functions;

~  It presided over religious ceremonies.

~  It solved disputes in the community. It also mediated in disputes involving the Meru and their neighbors

~  It ensured the custody of the community’s history, traditions and values/heritage

~  It sanctioned wars

~  Acted as ritual leaders. They provided Guidance and counseling community members.

~  It set the moral code to be adhered to by all members of the community. If one went against the moral code, he/she would be punished. A member of the Njuri Ncheke who offended another was fined a bundle of miraa. A warrior who violated the code was fined a bull, an elder who violated the code was fined a bull or a goat, a woman who broke the code was fined a big pot of cowpeas.Marriage was regarded highly among the Ameru and a married woman would be assigned to an elderly woman (midwife) whom she must give gifts like millet, peas and black beans in exchange for midwifery. Any spouse who involved in adultery or any girl who was not a virgin at the time of marriage was stoned to death by a stoning council made up of male initiates. Marriage was exogamous (no one was allowed to marry from their clan)Before a male child was considered mature, he underwent several stages including circumcision. Before circumcision of both boys and girls, two ceremonies were performed after which they became full members of the community.

~  The time of making spots where the ear-hole perforation would be done.

~  The time of actual perforation of the ears.

The Ameru believed in the existence of a supreme being called Baaba Weetu who was a loving father and took care of all. He was omnipresent.

The Ameru also believed in the existence of spirits which either brought happiness or tears depending on how one lived on earth.

They believed in life after death with good people going where rains come from when they die.Libations were offered to ancestors to quench their thirst and relieve their hunger

Building houses in the Ameru community was the work of women while men defended the community.

Economic organization of the Ameru

~  The Ameru cultivated grain crops like millet, peas, black beans, cowpeas and miraa among other crops mainly for food while the excess were sold to neighbours.

~  The Ameru kept Livestock like sheep. Goats and cattle for dowry payment and rituals and also for milk, meat and skin.

~  They traded among themselves and with their neighbours. When the coastal traders penetrated the interior, they exchanged goods with them

~  They practiced iron-smelting, making implements such as knives, spears and hoes which enhanced their farming activities and trade.

~  They practiced craft making pots and weaving baskets.

~  Hunting and gathering was also done by Ameru to supplement their food.

Political organization of the Ameru

~  The basic political system was based on the family headed by a father.

~  The basic political unit was the clan. Several families made up a clan headed by a clan elder.

~  The Ameru had a system of councils and age groups which oversaw the administration of the community. Every Meru belonged to the relevant council. E.g. the children’s council, council of elders’ council of warriors. The supreme council was known as Njuri Ncheke.

~  The functions of the supreme council of elders included settling disputes, deliberating on day to day activities, administering justice and handled disputes, inheritance disputes and acted as a final court of appeal. It also officiated over religious ceremonies

~  The age set system provided the community with warriors who defended the community from external aggression.

~  Religions leaders like prophets influenced the political administration for the Ameru.

~  Their system of government alternated between two organizations namely, Kiruga and Ntiba every fourteen years and each had its own army regiment.

The Akamba

The Akamba are of the eastern Bantus who settled in Chyulu hills, Mbooni, Kitui and Machakos.

Social organization

~  Like other Bantus, the Akamba were organized into clans whose members claimed commondescent.

~  The Akamba practiced exogamous marriages. However their tradition allowed the adoption of an outsider into a clan

~  Wrongdoers among the Akamba were banished from the community if they refused to compensate for the wrong did.

~  There existed no institutional age sets among the Akamba though boys and girls were circumcised before reaching puberty. The initiates were then taught community secrets after two years from circumcision (at 14 years)

~  At puberty, both men and women were allowed to marry and bear children with the father of a young family automatically becoming a junior elder until his children were ready to be circumcised.

~  He then moved to the next grade only after paying a bullock and several goats.

~  The top two grades formed the administrative council of the community mainly dealing with the ritual ceremonies.

~  The Akamba believed in the existence of a creator called Ngai or Mulungu whom they prayed to through ancestral spirits.

~  The Akamba had ritual experts who included medicine people that guided them in their rituals.

~  Shrines also existed where offerings and sacrifices were made by the elders called Atumia ma ithembo. (Mostly found at a place with two large fig trees.)

~  The Akamba had many social ceremonies which were accompanied with festivity dance and music. For example, during harvest, weddings, deaths and birth.

Political organization

~  The smallest political unit among the Akamba was the homestead,  (Musyi) comprising three to four generations of extended family with a stockade round the home of each married man. Outside the entrance of the homestead, there was an open space (thome), where men would sit and discuss political and other important matters.

~  Several related families formed a wider territorial grouping or clan with its own recreational ground, elder’s council (made of all the male elders), war leader and palace for worship

~  The clan was the main political unit for the Akamba.

~  There was also a larger territorial grouping above the clan called Kivalo that constituted a fighting unit. There was however no single central authority that united the Akamba the Kivalo was always disbanded after war.

~  Age grades and age sets were common to all in the community and acted as a unifying factor.

~  The elders in the community were ranked according to seniority.

~  Junior elders defended their community. Medium elders (Nthele) assisted in the

administration of the community. The full elders (Atumia ma Kivalo) participated in delivering judgements. The senior most elders (Atumia ma Ithembo) were involved in religious activities.

~  By 19th century, due to participation and gaining from trade, a number of people had gained prestige and followers to be regarded as Akamba chiefs or leaders. For example, chief Kivoi.

Economic organization

~  Due to variation in the environment, the Akamba participated in varied economic activities.

~  Those who lived around the fertile Mbooni, ulu and Iveti hills practiced farming. They planted sorghum, millet, yams, potatoes, sugarcane and beans.

~  Those who lived in the drier areas like Kitui practiced livestock farming and mainly transhumance during the drier period.

~  The Akamba were also hunters hunting for elephants, leopards, antelopes and Rhinos. They were gatherers who Collected fruits, roots etc.

~  They practiced trading activities e.g. they sold Ivory, feathers, shells hides, arrows, spearheads, to neighbours and the Arabs, Swahili traders.

~  The Akamba were skilled Iron –workers produced spears, arrow heads, hoes, knives.

~  The Akamba Practiced woodcarving making tools and shields.

~  They engaged in pottery, making pots, mats etc.

~  They were bee-keepers for honey which they sold.

~  The Akamba acted as middlemen during the long distance trade.

The Abagusii

They originated in the Congo Forest like other Bantus and settled in the fertile highlands of Kisii, Gucha and Nyamira Districts of Nyanza Province.

Political Organization

The clan formed the basic political unit for Gusii communities. Each clan was made up of related families. Leadership of the clan was in the hands of a council of elders who played a pivoted role in solving disputes, decided on inter-tribal marriages, maintaining law and order and making executive decisions affecting the community like declaring war. The council was known Abagata ba gesaku.The Abagusii also had chiefdoms made up of several clans, which United to counter-attacks from their neighbours. Each chiefdom was headed by a chief (Omugambi), assisted by a councilof clan elders.

The elders acted as ‘middlemen’ through whom people could communicate their wishes and grievances to the chief. The position of the chief was hereditary.The Omogambi presided over religious ceremonies. He led clan members in communal sacrifices and social activities such as the planting and harvesting of crops. He also performed political functions.After circumcision, the boys joined the age-set which acted as a military wing responsible for the defence of the community.The Kisii still practice most of the political features discussed above.

 

 

 

Social organization

The Abagusii lived in family unit, headed by a family member, called the family head. Several related families formed a clan, headed by clan elders who formed a council. The role of the council of elders was to settle disputes between families.A number of clans formed sub-communities headed by clan elders. Circumcision of boys and girls formed part of the initiation rites for the Abagusii. The initiates were taught the values and customs of the society after which they were considered adults.The initiated boys were organized into age groups and age-grades. An age-grade was made up of people who were circumcised together. Members of the same age-grade treated one another as real brothers and helped each other in times of need.They believed in the existence of a supreme god, ‘engoro’ who was the creator of everything. They offered sacrifices to him during special occasions like initiation ceremonies and religions festivals and when there were problems like illness and draught. They worshipped him through their ancestral spirits.Diviners and seers among the Kisii were special people and were called Omoragori.

Economic organization

~  The Abagusii practiced crop farming. They grew many food crops including maize, sorghum, yams, peas, beans, millet, cassava, bananas and sweet potatoes.

~  They also kept livestock, cattle, goats and sheep were kept for meat and milk. They also kept poultry.

~  Trading was also a main economic activity among the Abagusii. They traded with their neighbours especially the Luo and the Abaluhyia. The Luo supplied them with livestock, cattle, salt, hides, fish, drums, and poison for arrows, spears and potatoes. In return, the Abagusii supplied the Luo with grain, hoes, axes, spears, arrowheads, razors, soapstone, soapstone dust, baboon skins, pipes, bowls and carvings of animals and birds.

~  The Abagusii were also involved in iron-working, which they kept secret to avoid competition from their neighbours. They made iron implements such as hoes, spears, axes and arrow heads. They also made ornaments.

~  They mined soapstone on the hilltops. They used is dust to decorate their faces during ceremonies. Some was sold to the Luos who used to decorate faces of their heroes. It was used for making pots, pipes, bowls and carvings.

~  They also depended on hunting and gathering to supplement the other economies. They hunted wild game for meat and skins. They also collected wild fruit roots and vegetables.

~  The Abagusii raided their neighbours for livestock. To date, they still raid the Maasai and Kipsigis for livestock.

The Mijikenda

The Mijikenda comprise of nine groups that had similar social, economic and political structures. They are believed to have arrived in their current settlement from Shungwaya.

 

Social organization of the Mijikenda

The Mijikenda were organized in clans comprising of related families.

~  The Mijikenda practiced circumcision. Only boys circumcised. Circumcision marked an entry into an age set whose functions included building huts and advising junior age -sets on how to raid.

~  They believed in the existence of a supernatural power that controlled their destiny. They called their God Mulungu.

~  The Mijikenda worshipped ancestral spirits. Prophets among the Mijikenda were called wafisi.

~  Marriage among the Mijikenda was exogamous (no one was allowed to marry from their clan). They practiced polygamy

~  There was division of labour among the Mijikenda. Children looked after livestock, young men built houses, cattle sheds, hunted and cleared bushes for cultivation..

~  The Mijikenda celebrated social ceremonies in song and dance. There were songs for initiations, childbirth, marriage, harvest and funeral..

Political organization

~  The Mijikenda had a strong clan system. Administration was based on a strong clan system. 4-6 clans lived in a fortified village known as kaya.

~  The existence of a council of elders(Kambi) at clan level to settle disputes and the general administration of the clan

~  An age set (riika) system formed by young men after circumcision and which provided the base from which warriors were obtained.

~  Social and political unity was strengthened through intermarriage between different clans.

~  Judicial matters were handled by the elders’ council which was final court of appeal.

~  The council of elders declared war on warring neighbors.

Economic organization

~  The Mijikenda kept Livestock like sheep, cattle and goats for milk, meat and skin. Hunting and gathering was also done to supplement their food

~  They traded in the coastal trade with the Arabs and with the Akamba from interior.

~   The Mijikenda practiced salt mining which the used as a trading item.

~  The Mijikenda engaged in fishing along the coast as well as on rivers.

~  They practiced crop growing. They grew grains like millet, yams, sweet potatoes,

arrowroots, sorghum, coconut and cassava among other crops mainly for food while the excess were sold to neighbours.

~  They practiced craft making pots and weaving baskets using coconut leaves.

NILOTES

The second largest group in Kenya.

 

 

Social organization

~  There were slight variations in the social organizations of the various Nilotic groups in Kenya. However they shared institutions such as the clan-based organization, belief in one God, veneration of ancestral spirits, age-set system, social ceremonies and existence of religious leaders.

~  The family was the basic social unit in many communities. Several related families grouped together to form clans among the Luo, Maasai and Nandi.

~  They believed in one supernatural being. The Maasai referred to him as Engai while the Luo called Him Nyasaye.

~  The communities believed in the existence of ancestral spirits, to whom sacrifices and libations were made to ensure they remained happy.

~  There was the existence of religious leaders whose work was to lead the communitiesduring religious functions and rituals. Some of the religious leaders had assumed political power by 19th c. For example the Orkoiyot among the Nandi and Oloibon among the Maasai.

~  The Maasai and other Nilotic groups had rain makers and diviners.

~  The age-set system was another common social institution. The age sets were formed by those who were initiated at the same time. The institution created a bond among the initiates that cut across the families and clans thus uniting the whole community.

~  There were social ceremonies that accompanied the rites of passage like circumcision, marriage and death.

~  The Luo as their form of initiation extracted six lower teeth. The other groups practiced circumcision. In all the groups, the initiates were taught the community values.

The economic organization

~  The nilotes were nomadic pastoralists who kept Livestock like sheep, cattle and goats for milk, meat and blood.

~  They traded among themselves and also with their neighbours. The kalenjin traded with the Maasai and with the Luo and neighbouring Bantu communities like the Abaluhyia. They sold animal products and red ochre in exchange for grains from the Bantu.

~  They practiced iron-smelting, making implements such as arrow heads and spearheads. This skilled was borrowed from the Bantu.

~  The Maasai also practiced mining e.g. mined iron, salt and red ochre which they used for decoration and as a commodity for trade.

~  There existed variation in the economic activities within a single community like the Maasai. Some sections of the Maasai e.g. the Kwavi practiced crop growing i.e. growing grains and vegetables. The Purko were purely pastoralists

~  They practiced craft e.g. made pots, weaved baskets and leather belts.

~  Raiding other communities for cattle was also a common economic practice.

~  The Luo who lived near Lake Victoria practiced fishing. The Turkana also engaged in fishing on Lake Turkana.

Political organization

~  The Nilotic communities had a decentralized system of administration with all the communities organized on clan basis.

~  There existed councils of elders that administered and ensured maintenance of law and order, settled disputes between clans and other communities.

~  The nilotes had a warlike tradition. Each community had Warriors who defended the community and raided other communities. The Luo reffered to the warriors as Thuondi. The Maasai called them Moran.

~  The age-set system determined political leadership since all those initiated together formed one age-set for life.

~  The institution of religion influenced most of the political affairs of the Nilotic speakers. For example, the Orkoiyot among the Nandi and the Oloibon among the Maasai were primarily religious leaders who wielded political authority in the19th  century.

The Nandi

By 1900 AD, the Nandi had already established their social, economic and political institutions.

Social organization

~  The family was the basic social unit. Several related families grouped together to form clans among Nandi. The family institution was very important in the community. It played an important role in the Kokwet (council of elders) and in the clan activities.

~  The age-set system was an important social institution among the Nandi. Nandi boys and girls were initiated at puberty through circumcision. Circumcision marked entry into adulthood. The initiates were taught the deepest community values during the period.

~  Age sets were formed by those who were initiated at the same time irrespective of the clans they belonged to. In total, there were eight age-sets among the Nandi namely Sawe, Maina, Chuma, Korongoro, Kipkoimet, Kaplelach, Kimnyinge and Nyongi.

~  The Nandi boys became junior warriors after circumcision. They only promoted to senior warriors after the Saket apeito ceremony (slaughter of bullock) that was done after every fifteen years.

~  Marriage within the same clan was prohibited among the Nandi. This was meant to create unity by encouraging intermarriages between different clans.

~  They believed in one supernatural being whom they referred to him as Asis, who was believed to be the protector of the community.

~  The Nandi believed in the existence of ancestral spirits, to whom sacrifices and libations were made to ensure they remained happy.

~  The community also had important religious leaders whose work was to lead the

community during religious functions and rituals, diviners and rain makers.The institution of Orkoiyot among the Nandi was borrowed from that of Oloibon among the Maasai.

Religious functions did the Orkoiyot of the Nandi.

~   He Mediated between God and the people/acting as a priest.

~  He presided over Offering of sacrifices to God on behalf of the people.

~  He advised and blessed the warriors before they went to war.

~  Blessing people before they undertook special activities like planting and

harvesting.

~  He foretold what was going to happen in the future. e.g. success or misfortune in

the community.

Economic organization

~  The Nandi were pastoralists who kept Livestock like sheep, cattle and goats for milk, meat, manure and blood. Cattle were a symbol of status among the Nandi and also a form of dowry settlement.

~  The Nandi cultivated crops such as Millet and sorghum due the fertile soils and favourable climate in areas like Aldai.

~  They also practiced hunting and gathering to supplement their food production.

~  The Nandi raided other communities for cattle. They acquired large herds of cattle through raiding neighbouring communities such as the Maasai. Abaluhyia and Luo.

~  They traded among themselves and also with their neighbours. The Nandi traded with the Maasai and with the Luo and neighbouring Bantu communities like the Abaluhyia.  They sold animal products and red ochre in exchange for grains from the Bantu. The Nandi however were self sufficient in food.

~  They practiced craft e.g. made pots, weaved baskets and leather belts.

Political organization

The family was the basic political unit. It was headed by a father who dealt with internal matters such as discipline, allocation of crops, land and cattle. In matters affecting the neighbourhood, he was assisted by the Kokwet (council of elders) which was made up of neighbourhood heads.Above the Kokwet was the clan organization whose council of elders tackled matters to do with grazing rights.Above the clan, there was a larger socio-political unit comprising different war groups located in the same geographical zone called a pororiet. This formed the highest political unit among the Nandi. The pororiet council of elders comprised representatives from different clansIts functions included negotiating for peace and declaring war .The Nandi boys became junior warriors after circumcision. They only promoted to senior warriors after the Saket apeito ceremony (slaughter of bullock) that was done after every fifteen years.

 

 

 

The Maasai

Social organization

~  The Maasai were divided into two groups; the pastoral Maasai(Purko) and the Agricultural Maasai(Kwavi or Iloikop).

~  The Maasai were organized on clan basis with each clan associated with a particular type of cattle. In total, the Maasai had five clans spread over large areas and not necessarily staying together.

~  Maasai boys and girls were initiated at puberty through circumcision. Circumcision marked entry into adulthood. The initiates were taught the deepest community values during the period.

~  After circumcision, the boys entered an age set to which they belonged the rest of their life.

~  The age set institution created a bond among the initiates that cut across the families and clans thus uniting the whole community.

~  All the boys initiated together also formed a warrior class called Morans and lived in special homesteads called Manyattas away from the rest of the community. For about ten years.

~  They were not allowed to take milk from their mother’s house and were required to adhere to ritual and dietary restrictions.

~  They believed in one supernatural being. The Maasai referred to him as Engai. Prayers and sacrifices were offered to him at the shrines.

~  There was the existence of religious leaders whose work was to lead the communities during religious functions and rituals. They called their religious leader Oloibon.

Functions of Oloibon

~  He presided over religious ceremonies. / He was consulted on all religious matters.

~  He blessed warriors before they went to war.

~  He advised the council of elders.

~  He foretold the future events.

The Maasai and other Nilotic groups had rain makers and diviners.

There were several social ceremonies that accompanied the rites of passage like circumcision, marriage and death. The Eunoto ceremony marked the graduation of the Morans into junior elders. This ceremony is still practiced upto date.

Economic organization of the Maasai

~  The Maasai were nomadic pastoralists who kept Livestock like sheep, cattle and goats formilk, meat and blood..

~  They traded among themselves and also with their neighbours such as the Agikuyu, kalenjin and Taita. They sold animal products and red ochre in exchange for grains from the Agikuyu.

~  They practiced iron-smelting, making implements such as arrow heads and spearheads..

~  They also practiced mining e.g. mined iron, salt and red ochre which

~  They also practiced mining e.g. mined iron, salt and red ochre which they used for decoration and as a commodity for trade.

~  Some sections of the Maasai e.g. the Kwavi practiced crop growing i.e. growing grains and vegetables.

~  They practiced craft e.g. made pots, weaved baskets and leather belts.

~  Raiding other communities for cattle.

Political organization of the Maasai

The largest political unit amongst Maasai was the tribal section, which was a geographically distinct entity which operated as a nation, especially during ceremonies.

Affairs involving inter-clan cooperation were dealt within ad hoc meetings comprising age set spokesmen

Before a Maasai young man became an adult, he underwent the following four stages.

Boyhood (ilaiyak)

The youths at this stage looked after family and clan livestock until they reached circumcision stage at about 15 years.

Warrior hood (Ilmuran)

The stage was joined by young men circumcised together and comprised of ages between 18 and 25 years. They defended the community and conducted raids to boost the clan and tribal flocks. They had a military leader known as Olaiguani.

The stayed in isolation in manyattas undergoing military training in order to graduate into senior warriors. After that they were permitted to marry.

Junior elders

This was the political authority that evaluated the day to day issues of the community.

It comprised heads of households,, aim responsibility was to maintain peace and instruct warriors on how to handle issues in the community. They were permitted to own livestock.

The senior elders

They comprise the senior most age-set. Membership was determined by age and experience. The group performed religious functions and also was responsible for and dealt with difficult judicial and political decisions.The Maasai adopted the institution of Oloibon or prophet that combined socio-religious functions and later own assumed political authority. There were several social ceremonies that accompanied the rites of passage like circumcision, marriage and death. The Eunoto ceremony marked the graduation of the Morans into junior elders. This ceremony is still practiced upto date.

The Luo

Social organization

The family was the basic social unit among the Luo. The Luo community valued large families and therefore practiced polygamy.Marriage among the Luo was exogamous (no one was allowed to marry from their clan).

Several related families grouped together to form clans among the Luo.

They believed in one supernatural being whom they called Nyasaye. They prayed to Nyasaye.The communities believed in the existence of ancestral spirits, to whom sacrifices and libations were made to ensure they remained happy. Sacred shrines and trees existed. He rocks, high hills and even the lake were associated with supernatural power.There was the existence of religious leaders whose work was to lead the communities during religious functions and perform rituals. These included priests, medicine people, rain makers and diviners. For one to be a medicine person, a benevolent spirit called Juogi must possess him or her.The Luo youths as their form of initiation extracted six lower teeth. After that they were allowed to marry.The Luo had several social ceremonies that accompanied the rites of passage like marriage and death.

Economic organization

~  The Luo were originally a pastoral and fishing community. They Practiced livestock keeping for prestige and cultural purposes e.g. dowry and for meat and milk.

~  The carried out Fishing along water courses due to their proximity to the lake. Both men and women conducted fishing, which was a source of food as well as a trade commodity.

~  The Luo Traded with their neighbors. They sold pots, baskets, cattle, fish and livestock for grains, spears, arrows and canoes from the Abaluhyia, Abagusii, Kipsigis and Nandi.

~  They also Cultivated plants like millet, sorghum, etc

~  Most of them practiced hunting and gathering to get additional meat and hides and to supplement the food they produced.

~  They practiced craft. Women specialized in production of pottery products, baskets and clothes

Political organization of the Luo

The Luo were a decentralized community.

The family was the basic political unit among the Luo. The head of the family was referred to as Jaduong. Several related families made up a clan headed by a council of elders called Doho whose main responsibility was to settle inter-family disputes.

Below the Doho were lineage councils called Buch Dhoot that tackled domestic issues

Above the Doho was a grouping of clans called Oganda headed by a council of elders reffered to as Buch piny and headed by a chief elder called Ruoth. The Buch piny comprised representatives from each clan. It was responsible for settling inter -clan conflicts, declaring war and punishing criminals such as murderers.Religious leaders among the Luo also influenced politics. E.g rainmakers and diviners.One of the members of the council of elders was given a responsibility of advising the council on military matters and was therefore a war leader (osumba Mrwayi). Under them was a special group of warriors reffered to as Thuondi (bulls). Their work was to raided neighbouring communities like the Maasai, Nandi and Abagusii and other perceived enemies.

 

The Cushites

These were the smallest linguistic group in Kenya inhabiting the northern part of Kenya. They are a nomadic Sam speaking group. They comprise the Borana, Gabra, Galla (Oromo), Rendille and Burji.The communities developed complex social, economic and political institutions that were interrupted by the coming of the Muslims and Europeans.

Social organization of the Cushites

The Cushites had a patrilineal society, which means they traced their origins through the fatherThe Cushites believed in a common ancestor which makes their kinship system strong.All the Cushitic communities practiced circumcision of boys and clitoridectomy for girls as a form of initiation. This was a rite of passage into adulthood.After circumcision, the initiates were taught about their adult roles and their rights as members of the community.Circumcision marked an entry into an age set whose functions included defending the community from external attacks, building huts and advising junior age-sets on how to raid.Each age set had a leader with specific duties. They believed in the existence of a supreme god, who was the creator of everything.  He was given different names. The Oromo referred to him as wak(waq).They also believed in spirits which inhabited natural objects like rocks and trees. The Cushites had shrines from which they prayed to their God. Later on, through interaction with their neighbours, all the Cushites became Muslims by the 16thc.The Cushitic speakers were polygamous and their marriage was exogamous in nature.Inheritance was from father to son among the Cushites. The elder son inherited the father’s property and shared it with his younger brothers. Girls had no right to inheritance.The Cushitic life was full of ceremonies. They celebrated life both in song and dance. There were songs for initiations, childbirth, marriage, harvest and funeral.

Economic organization

They had a diversified economic system that catered for their livelihood and supported their lifestyle.They basically practiced Pastoralism/livestock keeping in their semi-arid region – They kept cattle, goats, camel and donkeys. Camels and cattle provided milk and blood and were assigning of prestige. Goats and sheep provided meat. Some Cushites who lived along river valleys practiced substance agriculture where they grew grain crops, vegetables, dates, peas, pepper, tubers and bananas.They also practiced iron smelting and made iron tools e.g. swords, knives, bangles and arrow heads.They hunted wild game for food, ivory, skins (hides) for clothing, bedding and gathered fruits and roots and vegetables. They engaged in craft industry e.g. production of leather items such as handbags, belts etc.Some of them who lived near rivers and along the Indian Ocean practiced fishing.They traded with their neighbours e.g. the Pokomo and the Samburu.

Political organization of the Cushites

All the Cushitic communities like other groups in Kenya, had decentralized forms of government. The clan formed the basic political unit for all the Bantu communities. Each clan was made up of related families.

The social and political system of the Cushites was interwoven that the social divisions, age set system were also important aspects of the political system.Leadership of the clan was in the hands of a council of elders who played a pivoted role in solving disputes, acting as ritual experts, presiding over religious ceremonies, maintaining law and order and making executive decisions affecting the community like declaring war.Among the Cushites a clan was independent of others except when the wider community faced a common enemy or problem.The Cushites developed an age-set system that had some political significance. After circumcision, the boys joined the age-set after initiation to provide warriors who defended the community from external attacks and raid other communities for cattle.The age set system was based on about ten groups each with its own leader. At the end of an age cycle, a ceremony was performed and the senior age sets retired from public life and settled in different territories.

The Somali

The social organization of the Somali.Like Somali were organized into clans each comprising of families whose members claimed common descent. They also had an age set system. Circumcision marked an entry into an age set whose functions included defending the community from external attacks, building huts and advising junior agesets on how to raid. Each age set had a leader with specific duties. They believed in the existence of a supreme god, whom they referred to as wak (waq). He was the creator of everything. They had religious leaders who mediated between God and the people

Later on, through interaction with their neighbours, all the Somali became Muslims by the 16thc.The Somali valued marriage as an important institution. They were polygamous and their marriage was exogamous in nature.

Political organization of the Somali

The Somali had a decentralized political system of administration. The basic political unit was the clan made up of related families. The clan was headed by a council of elders in charge of day to day affairs of the clan e.g. making major decisions and settling disputes and presiding over religious ceremonies.The Somali had an age set system and all male members of the society belonged to an age set. Each age set performed specific roles/duties. From the age set system, there evolved a military organization for community defence. Initiates joined the age set system after circumcision. With the advent of Islamic religion political organization changed. They now had community leaders called sheikhs whose role was mainly advisory.The political system was now based on the Islamic sharia.

Economic organization

  1. a) The Somali were hunters and gathers. They hunted wild game for food and gathered fruits and roots and vegetables.
  2. b) They basically practiced nomadic Pastoralism. They kept cattle, goats, camel and sheep.Their diet was mainly milk, meat and blood.
  3. c) They traded with their neighbours to get what they could not produce e.g. the Pokomo and the Mijikenda from whom they acquired grains.
  4. d) A section of the Somali practiced iron smelting and made iron tools e.g. swords, knives, bangles and arrow heads. They also engaged in craft industry e.g. production of leather items such as handbags, belts etc.
  5. e) Such craft activities were despised among the Somali and were associated with a group whom they referred to as Sab (outcasts).

The Borana

They are a branch of the Oromo or Galla people who came from Ethiopia.

Social organization

The Borana had a complex social organization.The society was divided into clans led by elders whose responsibility was to settle disputes and maintaining law and order. Each clan was made up of related families. The borana had a strong belief in the extended family.The Borana were nomadic. But they had a residential section called the camp that consisted of a few huts of related families. .In the camps, it was the most senior married and competent man who became the head of the camp (abba olla). He would have his wife’s hut built on the extreme left.The Borana had a complex age-set structure called Gada. Each Gada was headed by the most powerful individual among the group members (Abba boku). His duty would be to preside over village meetings, proclaim laws and preside over religious ceremonies.The community had two kinship groups that practiced exogamous marriage.. A man from the Gona kinship would only marry from the Sabbo kinship. Polygamy was allowed.The family among the borana was headed by a man referred to as Abba warra with the wife as the female head of the household (Hatimana)

There was division of labour in the society. The men defended the camps, wells, herds and shrines. They dug wells and organized raiding parties. The men also elected leaders of camps, age sets and Gada class. The women performed household duties, wove baskets for carrying children, prepared leather and built houses. Boys herded sheep, goats and cattle. Elders presided over the court cases.The borana worshipped a powerful God, the creator whom they called Wak (waq). He was worshipped through religious leaders

They had a patrilineal society where inheritance was from the father to the son, and specifically the first son, angafa, who would then redistribute the inherited cattle to the younger  brothers.Their culture was full of ceremonies. For example, there were ceremonies when a Gada class entered or left a Gada grade, there was war ceremony (butta) and a muda ceremony in honor of the kinship leader, kallu.

Economic organization

  1. a) The borana were basically practiced nomadic Pastoralists who kept cattle, goats and sheep. Cattle was slaughtered as part of their religious rituals and also provided raw materials for houses and other local industries.
  2. b) They traded with their neighbours to get what they could not produce e.g. they exchanged their animals with the Mijikenda from whom they acquired grains.
  3. c) The Borana were hunters and gathers. They hunted wild game for food and gathered fruits and roots and vegetables.
  4. d) Those who settled in the fertile region along the tana valley grew crops like beans and pepper.
  5. e) The Borana women engaged in craft industry e.g. production of leather items such as handbags, belts etc. men also made wooden tools, weapons and utensils.
  6. f) The Borana also practiced fishing as they settled along river tana.

Political organization of the borana

Their political system was based on the kinship system where the society was divided into clans comprising related families. There were two moieties (kinships) that were further divided into sub-moieties. The sub-moieties were further divided into clans.

Each moiety was headed by a hereditary leader known as kallu. The kallu of the Sabbo for example came from the dyallu clan of the karrayyu sub-moiety.The kallu’s camp was the spiritual and political centre of the group. His duties included leading in ritual ceremonies, providing judgment in major conflicts between clans.He was elected together with the council of the Gada leaders of each gad class when it prepared to enter a new grade.The kallu were not authorized to bear arms or defend themselves but were to move in company of other members of the society.The borana society was divided into clans led by a council of elders whose responsibility was tosettle disputes and maintaining law and order. Each clan was made up of related families who lived in a residential section called the camp that consisted of a few huts of related families. .Powers were distributed equally between the two moieties at all levels such as in the Gada class, age-set and camp councils as well as in tribal ceremonies.The complex age set system mainly provided a military base for the society. The age sets, Hariyya, were recruited from boys of the same age. Gada class (Luba) was recruited genealogically. There were eleven grades through which the Gada classes passed from birth to death, with each grade lasting eight years. While age set members were of the same age, Gada members were of varied ages.

The age sets formed the age set council that recruited the warriors.Members of the Gada classes formed the Gada council (lallaba) which the responsibility of making decisions for their classes. They also resolved conflicts between non-relatives and mobilized economic activities such as digging wells, organizing societal rituals and ceremonies and directing relatives with their neighbours such as the Oromo and Somali.The councils contributed to the development of an effective political organization.The complexity of the borana institutions strengthened unity among them. However, the coming of the colonialists in the 20th century heavily impacted on these nomadic pastoral community.

CONTACTS BETWEEN EAST AFRICA AND THE OUTSIDE WORLD UP TO THE 19TH C.

The early contacts were initially at the coast but later spread inland. The early visitors included the Arabs, Greeks, Chinese, Persians, Portuguese, British, French and the Dutch.

 

The East African coast

The existing documentaries and archaeological evidence about the historical information on the east African coast include;

~  The Graeco- Roman Documentary which only makes indirect references to the east African coast.

~  The Swahili chronicles written by the people of the coast. E.g the Kilwa chronicle gives account of achievements of coastal rulers before the arrival of the Portuguese.

~  The writings of Pliny, a Roman Geographer who wrote about the high cost of trade with India in his book, The Natural History.

~  Periplus of the Erythrean Sea; by a Greek merchant in 1st C AD describes the people and places along the coast and the Indian Ocean Trade. (Erythrean Sea Trade).

~  Geopgraphia by Claudius Ptolemy makes reference to east African coast and the trade along Somalia and Kenyan coasts.

~  Christian Topography of Cosmos Indico of the 6TH C describes the trading activities on the coast of East Africa.

~  Renowned travelers like Al-Mosudi, Al Idrisi and Ibn Battuta wrote firsthand accounts about the places they visited and the people they met at the coast in the 10th C AD.

~  The existing archaeological evidence in east Africa include the remains of pottery , iron tools, beads and coins which prove the presence of international trade.

Early visitors to the east African coast upto 1500.

Due to the great accessibility of the east African coast, there was widespread interaction between it and the people from the outside world. This was also aided by the monsoon winds that blew vessels / ships to the coast between November and April and took them away between may and October. The earliest visitors were the Egyptians, Phoenicians and Indonesians.Others who came later on included the Greeks, Persians, Romans, Chinese, Arabs, Syrians, Indians and the Portuguese.

The Greeks

Their coming to east Africa is accounted for by the quarrels between the Seleucid rulers in Greece and the Ptolemaic Greeks in Egypt over control of the land route to the east through the Mediterranean lands.The rising demand for ivory made the ptolemies venture into the red sea and finally into the east African coast. Evidence of Greek existence on the coast is the Ptolemic Gold Coin found near Dar es Salam.

Romans

In AD 45, Hippalus, a Roman sailor using monsoon wind knowledge reached the red sea and entered the Indian Ocean. The Romans were keen on breaking the Arab monopoly over trade.Evidence of trade between the Romans and the coast is in the writing of a Roman Historian Pliny (23-79AD) who points out the high coast of trade between India, Arabia and china.The fall of the Roman Empire in the 5th c AD affected international trading network in the Roman Empire.

 

Persians

They were mainly immigrants from Shirazi on the eastern shore of the Persian Gulf. Their adventure into the east African coast happened during the reign of the Sassanid Dynasty(224-636AD), which was determined to rebuild the Persian Empire that had been destroyed by the Macedonian Greeks, through wealth amassed from international trade.

By the 6th c, the Persians were trading in India and later china, controlling the red sea and parts of Egypt and Arabia.They got involved in the east African trade and even established ruling dynasties9 e.g. the (Shirazi Dynasty) at the coast. They intermarried with the locals and introduced Islamic religion.They were later overthrown by the Arabs. The succeeded in introducing Bowls of glass, swords, beakers and pots to the coast.

Chinese

They visited the coast in the middle ages. This is evidenced in the work of the Chinese authors during the Sung Dynasty (960- 1279 AD) and Ming Dynasty (1368-1644), who referred to the east African coast as Tseng- Pat or Pseng- Po.There has also been evidence of Chinese coins dating to 700 AD at the coast.The last Chinese fleet must have reached Mogadishu in 1430AD. The Chinese brought in Silk cloth, porcelain bowls and plates in exchange for Gold\, leopard skin, Rhino Horns and tortoise shells. Porcelain remains have been found at the coast.

Arabs

The earliest Arab settlers to arrive were the Daybui from Daybul In north western India. They arrived along the east African coast by AD 650 for trade. The earliest Arab settlement was Qanbalu (Pemba). They later settled in manda, Kilwa. Lamu and Mombasa.The Arabs reffered to the Africans as the Zenj (Blacks)

Factors that facilitated the coming of Arabs to the east African coast.

~  The Indian ocean provided the highway through which the traders traveled

~  The traders had the skills of harnessing the monsoon winds (trade winds) they knew what times of the year to come to the coast and what times to go back.

~  The traders had marine technology e.g. they had ship-building technology and knew how to use the compass for navigation of the ocean

~  They ensured the control of the red sea was in their hands to bar the enemy from attacking them

~  The ports of southern Arabia were good calling places on their journey between the east and the west.

~  The deep harbours at the coast were ideal for their ships to anchor, refuel and get supplies.

Reasons for the coming of the Arabs

~  They wanted to trade and control the commercial activities along the east African coast.

~  Some Arabs came as refugees, fleeing from religious and political persecutions in Arabia.

~  They came to spread their religion, Islam.

~  Some came as explorers to explore the east African coast.

~  Some came to establish settlements along the east African coast.

Trade between the East African coast and the outside world

There is sufficient evidence of the existence of regular trading contacts between east African coast and the countries in the Middle East and Far East.

Development and organization of the trade

~  The earliest foreign traders must have been the Romans who traded with the Indians in the Far East. They made stopovers at the east African coast for ivory whose demand had grown tremendously.

~  Muslim Arabs acted as intermediaries in the Indian Ocean trade between the Indians and the Romans. They also exported frankincense and myrrh among other things.

~  Traders from Persia, Arabia and Syria brought glass beakers and bowls, swords, pots, grains, sugar, cloth and beads in exchange for palm oil, tortoise shells, ivory and slaves.

~  The Greek, roman and Chinese traders brought porcelain bowls, daggers, swords, pottery, cowrie shells, glassware, beads and silk in exchange for ivory, rhinoceros horns, bee wax, tortoise shells , coconut oil and mangrove poles. Cowrie shells were obtained from Maldives islands while spices came from Spice Island.

~  East Africa also exported leopard skins, gold, ostrich feathers, copal, copper and iron. Ivory was used in Asia to make bangles, bracelets, piano keys and for decorations

~  The traders relied on the monsoon winds to blow their ships to and from the east African coast.

~  The Indian Ocean trade was conducted through the barter system but later coins were used as a medium of exchange. During barter, the foreigners bartered their goods with gold, ivory and slaves. Seyyid said later introduced copper and silver coins.

~  The middlemen in the trade included the Arabs and Swahili who organized caravans to the interior to acquire local goods which they sold to traders at the coast.

~  As there was no common language spoken, trading was conducted silently, hence the name ‘silent trade’

~  Capital for the trade was provided by the Arabs. Later the Indian banyans started giving credit facilities to the traders which increased the volume of trade.

~  The sultan of Zanzibar provided security to the Arab traders, enabling them to penetrate the interior to acquire goods.

~  The trade stimulated development of towns along the coastline. E.g Rhapta (probably located between pangani and Dar es Salam), Essina and Sarapion were the earliest towns to grow. Lamu Malindi Mombasa, pate and Brava also developed.

~  The merchants settled at various places on the coast and on the islands and interacted with the locals leading to development of the Swahili culture. Factors which promoted the Indian Ocean trade.

(a)  Availability of items of trade from the east African coast and foreigner countries. For example, ivory, slaves, cotton and porcelain.

(b)  The high demand for trade items from the coast by consumers from the outside world was also a promoting factor. This was caused by the uneven distribution of resources. Foreign items were also on demand at the coat.

(c)  The existence of enterprising merchants in both the foreign lands and the east African coast led to promotion of trade links. The Akamba, Mijikenda, nyamwezi and Swahili middlemen for example played a pivoted role in the trade.

(d)  The existence of local trade among Africans which acted as a base upon which the Indian Ocean trade was developed.

(e)  The accessibility of the east African coast by sea. This enabled the foreigner traders to reach the region across the Indian Ocean.

(f)  The existence of the monsoon winds facilitated the movement of the vessels which made it possible for the traders to travel to and from the coasty.

(g)  The existence of peace and political stability at the east African coast created a conducive atmosphere for business transactions. Where there was need, the traders were given security by the sultan of Zanzibar.

(h)  The existence of natural harbours along the coast ensured safe docking of the trade vessels for fueling and off-loading.

(i)  The advancement in the ship building technology in Europe gave great advantage to the traders. This made water transport reliable and regular.

(j)  The existence o the Indian Banyans (money lenders) who gave credit facilities enabled many more people to join the trade.

Impacts of the trade on the peoples of east Africa

(a)  The trade led to intermarriage between Muslim traders with the local Bantu communities giving rise to the Swahili people with a distinct culture.

(b)  There was emergence of Kiswahili as a new language of the coastal people. The language is a mixture of Bantu and Arabic languages.

(c)  The trade led to the spread of the Islamic culture along the coastal region. Stone buildings were constructed, new dressing styles arose (women began to wear buibui while men wore kanzus), new eating habits also evolved.

(d)  The Islamic law, sharia was also introduced.

(e)  Many Africans were converted to Islam. However the religion did not spread beyond the coastal region prior to the 19th c.

(f)  New crops were introduced along the coast. For example, rice, wheat, millet, cloves, vegetables and fruits such as bananas and oranges. Cloth, cowrie shells and spices were also introduced.

(g)  Profits derived from the trade were used to develop towns like Pemba, Mombasa, Lamu, Zanzibar and Kilwa.

(h)  The trade led to the rise of a class of rich merchants exhibiting a high standard of living. African merchants who rose to prominence included chief Kivoi among the Akamba, Ngonyo of the Giriama, Mwakikonga of the Digo, Nyungu ya mawe, Mirambo and Msiri of the Nyamwezi.

(i)  There was decline of the local industries like weaving and iron working which were affected by the influx of foreign goods like cloth fro India and iron tools from Asia and Europe.

(j)  There was destruction of wildlife, especially elephant and rhinoceros due to the increased demand for ivory.

(k)  The increased demand for slaves promoted warfare among the communities as many people were captured during slave raids. It also created fear while others lost their life during the warfare.

(l)  Slave trade also disrupted African economies as able bodied men were captured leaving behind the aged, weak, and children who made little contribution. Many even died of starvation since they could not participate in food production.

(m)  African population in the hinterland greatly reduced as many were sold into slavery.

(n)  Money (currency) was introduced as a means of exchange to replace the barter system of trade.

(o)  East African coast was exposed to the outside world through trade. This paved way for European imperialism later on.

(p)  Trade routes led to the establishment of trade caravan routes which later were upgraded to by the colonialists.

The coming of the Portuguese

Since the 10th century Arabian influence along the coast had been strong. Most of the port towns along the East African coast had been built by Arab Sultans, who brought the Muslim religion to the coastal people.The Portuguese explorer and soldier, Vasco da Gama, was the first European to make contact with the people of the East African Coast. He had been paid by the King of Portugal to find a sea route to India.

The Portuguese at the East African coast 1500 – 1700 A.D

The Portuguese were the first Europeans to have contacts with the people of the East African Coast. They invaded the east African coast in 1498 at a time when the Ottoman Empire occupied most of the Middle East thus blocking the overland route to India from Europe.They were adventurous and in search for the sea route to India. This led them to the East African Coast where they stayed for 200 years.

Reasons for the coming of the Portuguese at the East African coast

  1. a) The need to establish a commercial empire in order to get the products of East Africa e.g. ivory, gold, silks and spices that were mainly controlled by the Arabs merchants.
  2. b) They wanted to obtain control of the main trading towns, e.g. Kilwa, Mombasa etc.
  3. c) They wanted to defeat the Muslim traders and rulers who had monopolized the Indian Ocean trade.
  4. d) They wanted to prevent other European rivals from gaining access to the Indian Ocean Trade e.g. the French, Dutch, and British
  5. e) Desire to get revenue for the development of their country.
  6. f) The Portuguese wished to share in the profits of the Indian Ocean Trade by imposing taxes and forcing wealthy coastal towns to pay tribute to the king of Portugal.
  7. g) The coast had natural harbors where ships could anchor on their way to and from the East for fresh food and water. The Portuguese therefore wanted to establish a calling station for resting, refresh, treating the sick, repairing wrecked ships e.t.c
  8. h) The coast was strategically located and this made it easy to control sea pirates and other rival powers.
  9. i) They wanted to revenge on the Muslim Arabs who had conquered Portugal in 711 AD by converting them to Christianity and stop the spread of Islam i.e. the Arabs had ever run the Iberian Peninsula and forced the Christians to accept Islam.
  10. j) They hoped to get assistance of King Prester John thought to be in the interior of north –east Africa. They hoped the king would help them in their crusade against the Muslims.
  11. k) They had hope of stopping Egyptians and Turks from sending military aid to their fellow Moslems on the coast.
  12. l) They were interested in exploration and adventure; this was a period of Renaissance (means to be born again/change) in Europe. Hence hoped to search for the unknown, new knowledge and sailing across un mapped seas.
  13. m) Desire to acquire revenue for the development of their country.

Portuguese conquest of the coast 1500-1510 (Stages of conquest) Steps taken by the

Portuguese to occupy the East African coast.

~  In 1497 King John 11 sent Padro da Covillha on a land journey  to India to gather information about the Eastern trades and the sea routes.

~  In 1498 Bathromew Diaz sailed around the Cape of Good Hope, thus proving that there was a way round South Africa to the Indian Ocean.

~  Between 1497- 1499 Vasco da Gama at the command of King Emmanuel the fortunate of Portugal visited Mozambique, Mombasa and Malindi on his way to India.  He arrived in Malindi in March 1498 to a warm welcome by the locals.

~  He returned to Portugal in 1499 and gave a report of the flourishing Sofala trade, the Deep Harbour in Mombasa and the existing disunity of coastal people.

~  In response to Vasco da Gama’s expeditions, the king of Portugal sent fleets of ships to conquer the important trading towns of the East African coast.

~  In 1500 Pedro Alvares Cabral attempted to capture Sofala with its Gold trade but he failed.

~  In 1502 Vasco da Gama came back with 19 ships aiming at capturing Kilwa because it was the most important and prosperous. He captured the palace, imprisoned the Su ltan and only released him when he accepted to pay tribute to Portugal.

~  From Kilwa he invaded Mombasa, which tried to get assistance from Malindi but since they were great rivals Malindi refused to give assistance, this disunity made the work of conquest easy.

~  In 1503 Ruy Laurence Ravasco was sent with a number of ships and forced the islands of Mafia and Zanzibar and other towns to pay tribute to Portugal.

~  In 1504, Lopez destroyed gold trade at Kilwa. Attacks were too much on the harbour that trade came to a standstill. But again the Arabs failed to unite to fight the Portuguese.

~  In 1505 Francisco D’Almeida arrived at the coast on his way to Gao where he had been appointed the first Portuguese viceroy (governor) of the Eastern Empire.  With 1500 men and 20 ships, he attacked Sofala which surrendered without struggle because she was tired of Kilwa’s rule and therefore preferred the Portuguese to fellow Arabs.  His forces continued northwards and attacked Kilwa. The Sultan and his followers took off to the bush while the Portuguese looted and burnt down the town before he departed to India. He also conquered Mombasa.

~  In 1506 – 1507 Tristao Da Cunha took on the Northern towns of Socotra, Oja, Brava and Lamu. Towns that submitted without struggles were only asked to pay tribute to Portugal. Malindi was even excused from paying tribute due to her friendship with the Portuguese.

~  In 1509 Alba quiqui captured the remaining towns i.e. the work of conquest was completed with taking the islands of Pemba, Mafia, and Zanzibar.  Mombasa was burnt down.

~  By 1515 the Portuguese had succeeded in conquering most of the coastal towns, bring them under Portuguese rule. However towns like Gedi, Kilifi, Pate, Manda, Mombasa and Lamu continued with resistance. Mombasa was heavily attacked in 1528.

~  In 1585, a Turkish captain, Amir Ali Bey, arrived at the coast as an envoy of the sultan of turkey to free the coastal towns from the Portuguese. Rebellion then broke out between 1585 and 1588 between Ali Bey, the Portuguese, and the people of Mombasa and Zimba warriors. The towns of pate, Siyu and Pemba were attacked and forced to pay heavy fines while manda was completely destroyed.

~  Portugal finally brought all the coastal towns under her control establishing her

headquarters in Mombasa that had been subdued in 1589. in 1593, the Portuguese built fort Jesus

Why the Portuguese build Fort Jesus

  1. a) They used it as a watch tower
  2. b) To hide against attacks by the enemies
  3. c) As military base
  4. d) To offer food security and protection.
  5. e) To act as an armament.
  6. f) To act as a prison for the captives.

~  Portuguese control of the east African coast as greatly supported by the conquest of Hormuz, which made it easier for them to control sea traffic in the Persian Gulf, Gulf of Eden and Arabian Sea.

Why the Portuguese defeated the East African Coastal towns/Why the Portuguese were successful

  1. a) They had superior weapons e.g. cannon guns which made terrible noise and threw people in panic as compared to the poor musket guns of the coastal Arabs.
  2. b) They had well trained soldiers with superior skills of fighting compared to the coastal people who had no permanent organized army e.g. Vasco da Gama, Francisco D’Almeida were ruthless army commanders which helped them to defeat the coastal dwellers.
  3. c) They had better and faster ships (carracks) well equipped for naval warfare. The Portuguese soldiers wore Armour on their bodies and helmets on their heads, which protected them from the weapons of the coastal people.
  4. d) The coastal towns were disunited which gave chance to the Portuguese to fight isolated enemies e.g. Malindi refused to unite with Mombasa due to local conflicts. Some cooperated with the invaders giving them food and bases e.g. Malindi and Sofala.
  5. e) Some coastal towns like Kilwa were caught unaware. The Portuguese employed cruel methods of fighting like burning down towns and surprise attacks.
  6. f) The ships acted as stages against the hostile weapons of the coastal people.
  7. g) The coast had natural harbours and was not open to attacks.
  8. h) The constant attacks on the coastal towns by the Galla, Zimba and Turkish e.t.c had weakened their defence.
  9. i) The Portuguese were financially equipped and therefore supported their soldiers because they wanted to control the East African trade.
  10. j) The coastal states had very weak economies that could not sustain prolonged fights especially against the economically strong Portuguese.

Portuguese Administration at the coast

By 1510, the conquest of the East African coast was over and administration fell into the hands of the Portuguese. For easy administration, the coast was divided into two zones;

  1. The area North of Cape Delgado was ruled by the Captain at Malindi.
  2. The area South of Cape Delgado was ruled by Captain at Mozambique.

Both captains were answerable to the Portuguese viceroy at Goa on Indian coast at the General headquarters. Cape Delgado was made the midpoint of the East Africa possession. Sofala was made the regional headquarters but still under the charge of the captain who took his orders from the viceroy at Goa. Later, the Captain in the North was stationed at Mombasa after the construction of Fort Jesus in 1593 because they were rebellious.  Other forts and garrisons were established at Sofala and Kilwa.

The Portuguese captains were responsible for the collections of tributes from coastal rulers.

They imposed the customs dues on all imports and exports.  They were also responsible for the suppression of rebellions on the coast.  The Portuguese had problems with administration because they could not provide enough troops to all garrisons their strongholds.The Portuguese were more interested in gold trade in Sofala. Unfortunately, they failed to develop this trade because of the following;

~  There were wars in the mining areas between the Portuguese and Coastal people.

~  As a result the Portuguese were so cruel that any sign of disobedience was punished with maximum brutality to serve as a warning to others who might choose to rebel. This partly explains the unpopularity of the Portuguese on the coast. The Portuguese also applied the policy of divide and rule by setting one town against the other. For example Malindi against Mombasa.The relationship with the subjects was not good. They lived in isolation of each other by race and religion. The Portuguese established their own settlements, built their own churches and had their own priest. This could be the reason why their religion was rejected and hatred increased.In addition, the few Portuguese officials were corrupt, plundered and ordered destruction on the coastal town. All this earned them hatred and opposition from the people and it was not a surprise that they were nicknamed “AFRITI” meaning Devil.The Portuguese did not mix freely with Africans because they considered themselves to be a special race.During the Portuguese reign, the glory of the coastal states was no more. The high standards of living the coastal people had enjoyed were no more. The trade that had made them rich was declining.  Many buildings were in ruins and there was widespread poverty and misery.

Reasons that led to the decline of the Portuguese at the East African Coast

(Problems/challenges they faced)

  1. a) Portugal was a small country that could not provide enough administrators and officials for such a large coastline that extended from Sofala in the south to Mogadishu in the north.The territory was too big and long for effective control and administration.
  2. b) It had few soldiers and could not keep fortified garrison along the coast.
  3. c) Authority was left in hands of incompetent and corrupt officials who were after enriching themselves.
  4. d) The Africans hated the Portuguese due to differences in religion, that is to say, Muslims against Christians (Portuguese).
  5. e) The Portuguese were cruel, harsh and brutal, they always punished the coastal people whenever they attempted to rebel and made them to be hated.
  6. f) The Portuguese also used divide and rule policy for example, they allied with Malindi against Mombasa.
  7. g) There was decline of trade due high taxes on imports and other restrictions hence smuggling of goods, which affected the Portuguese economy. Due to decline in trade, the people became poor and dissatisfied and they continuously rebelled.
  8. h) The Portuguese failed to support their own allies at the coast, some even betrayed them.
  9. i) Portugal had been forced into a union with Spain between1580–1640 which weakened her control of the trading colonies as she was no longer interested in the overseas empire.
  10. j) Portugal was challenged by other European powers, which began competing with the Portuguese in the Indian Ocean Trade e.g. Dutch, English, French, Turks and others.
  11. k) The coastal people found useful allies against the Portuguese due to their bad rule e.g. Turks, Oman, and Arabs
  12. l) They were faced with constant rebellions along the coast. This greatly disrupted life at the coast e.g. Pate, Mombasa
  13. m) Tropical diseases which claimed their life like smallpox, malaria making it difficult for them to administer the coast effectively.
  14. n) The Portuguese were greatly weakened by a group of cannibals the Zimba, who attacked the East African coast.
  15. o) The unhealthy climate made the area unattractive for them to work for instance, some places where too humid and hot while others were too cold.
  16. p) The distance between Portugal and the East African coast was too far hence reinforcement delayed.
  17. q) There was a problem of communication barrier, the Portuguese refused to learn the African languages and these made their administration difficult.
  18. r) The income obtained from the gold trade was not enough to pay for administration i.e. soldiers and officials.
  19. s) The Capture of Fort Jesus their stronghold in 1698 by the Omani greatly contributed to their decline.

The collapse of Portuguese rule

~  In 1585, a Turkish captain, Amir Ali Bey, arrived at the coast as an envoy of the sultan of turkey to free the coastal towns from the Portuguese. Rebellion then broke out between 1585 and 1588 between Ali Bey, the Portuguese, and the people of Mombasa and Zimba warriors. The towns of pate, Siyu and Pemba were attacked and forced to pay heavy fines while manda was completely destroyed

~  As a result of their ruthlessness, the coastal people became hostile to the Portuguese.

~  Mombasa for example resisted the humiliation they got from the Portuguese appointedsultan

~  The sultan’s heir Yusuf was treated as a servant who resented the people of Mombasa

~  On 15thaugust 1631, during the Christian feast of Assumption in Mombasa, Sultan Yusuf stabbed the captain with a knife, killing him instantly. This sparked off a rebellion where many Portuguese were killed.

~  Yusuf posed a threat to the Portuguese rule until his death in 1637.

~  The people of pate also revolted in 1666. However, their ruler was arrested and exiled to Goa where he was executed

~  In 1622, the Persians drove the Portuguese from Hormuz. In 1650, the Portuguese were expelled from their bases in Muscat by the Omani Arabs under sultan Saif

~  Britain, France and Holland also began to compete the Portuguese in trade.

~  The final blow to Portuguese rule was attack by the Omani Arabs and the seizure of fort Jesus. The coastal Arab towns had appealed to their brothers in Oman for assistance against the Portuguese brutality.

~  In 1652, an Oman fleet sailed to pate and Zanzib ar, overpowered and killed the Portuguese.

~  In 1696, Imam Saif Ibn Sultan of Oman sailed to Mombasa with a large fleet and army. The Portuguese took refuge in Fort Jesus as battle raged on (about 2500 Portuguese men, women and children) the Portuguese were unfortunate as they could not get supplies to sustain the war with 3000 plus Arab soldiers with full packing of the coastal people.

~  In 1697, the Omani forces got access to the Fort and found most Portuguese afflicted with

disease. By December 1698, the Omanis penetrated the Fort only to find all except twelve Portuguese dead. This marked the end of Portuguese rule though they made a temporaryseizure of the fort in 1728 but were overpowered.

~  For the coastal people, it was however a mere change of guard from the Portuguese to the Arabs.

Results of Portuguese stay at the coast of East Africa

Positive:

  1. a) The Portuguese built Fort Jesus at the coast in Mombasa in1592/3 which became a fortress and later a tourist attraction for centuries.
  2. b) They enriched the Swahili language with an addition of 60 words e.g. emeza meaning table and pesa meaning money.
  3. c) They introduced new crops from South Africa of which many have become staple diet for many East Africans e.g. cassava, pawpaws, maize, oranges, sweet potatoes, guavas, pineapples and mangoes
  4. d) They made an improvement in ship building. During their stay on the coast, many architects came in from India and Europe.
  5. e) There was establishment of closer trading links between the coast and India.
  6. f) They introduced new farming methods for example they encouraged the use of cow dung as manure.
  7. g) They led to the coming of more European and Asian traders and craftsmen especially those who helped in the building of Fort Jesus.
  8. h) They broke the Muslim- Arab monopoly of the Indian Ocean Trade.

Negative:

  1. a) Trade declined due to the constant wars and rebellions and heavy taxes imposed.
  2. b) There was decline of the coastal towns because many were burnt down and left in ruins for example Kilwa and Mombasa.
  3. c) There was widespread poverty and misery among the coastal people due to decline in trade.
  4. d) There was heavy loss of lives during the attacks. There was depopulation due to the many wars in the areas
  5. e) There was destruction of property like buildings and crops, which led to famine and starvation.
  6. f) The coastal people suffered oppression and brutality under harsh rule of the Portuguese.
  7. g) Their religion, Christianity, made no impact at the coast because they lived far from their subjects and stagnation of the Islamic faith because discouraged preaching.
  8. h) Smuggling developed because the Portuguese had failed to establish proper trading links with the Interior.
  9. i) Some towns were prevented from trading with their initial partners which led to their decay e.g. Gedi
  10. j) They led to the European interest at the coast hence leading to the colonization in the 19th Century.

THE ESTABLISHMENT AND IMPACT OF OMANI RULE AT THE EAST AFRICAN COAST

The Omani Arabs (Imams of Omani) replaced the Portuguese as the rulers of the East African coast after the capture of fort Jesus in 1698.The new rulers initially administered the region through some Arab families;

~  The Mazrui (Mazaria) family which ruled Mombasa

~   The Nabahan Family which ruled Lamu.

The civil wars back home made it hard for the Omani Arabs to control the coast immediately. There were also threats of Persian invasion. Constant rebellion from coastal towns against Omani governors posed a serious challenge to Omani rule. Pate for example refused to pay tax and even murdered the imam’s messengers. Towns they were loyal to Oman were attacked.The Mazrui established themselves as independent rulers of Mombasa and ordered towns like pate, Pemba and Malindi to pay allegiance to them. Their greatest allies were the Mijikenda who promised them support in case of Omani attack.The struggle between the Mazrui and the Imams of Oman (1741-1840)

The coastal towns led by Mombasa resisted Oman’s conquest due to the following reasons.

  1. a) The Omani wanted the revenue from the taxes levied on trade.
  2. b) The towns also wished to maintain their independence as they were during the Portuguese rule.
  3. c) The towns were also encouraged by the prevailing weaknesses in Oman due to civil wars and the Persian threat.
  4. d) The harsh and ruthless rule and manner in which the Oman rulers collected taxes.
  5. e) Mombasa had fought against the Portuguese and did not wish to be under control of another foreign power.

 

The struggle

The appointment of Mohammed Ibn Azthman al Mazrui as the new governor of Mombasa coincided with the death of the Oman Imam Saif Ibn- Sultan of the Yorubi and his replacement with Ahmed Bin Said al-Busaidi.The new Mombasa governor refused to recognize the new imam and declared the independence of Mombasa from Oman. The sultan had him murdered and fort Jesus seized. A year later, the brother of the murdered governor recaptured the town and the fort. This became the century long struggle between the al-busaidi and al-Mazrui families.Taking advantage of the problems in Oman, Mombasa expanded her power and control over the coastal towns (she took over pate in 1807 and attacked Lamu in 1810). Lamu appealed to Oman for assistance.

Seyyid Said and the struggle

Further political changes happened in Oman. Seyyid said rose to power as the imam (Seyyid) of Oman. His father, the ruler of Oman had died in a sea battle in 1804 when he was only 13 years. His cousin Badr Ibn saif took over. In 1806, Said stabbed Badr to death fearing domination. With the assistance of the British he had entrenched his position as the Seyyid of Oman at the age of 15 years. The British even promised him support in claiming the east African coast.He then sent a governor to build a fortress in Mombasa and to order all towns to recognize the power of Oman. Mombasa’s new governor Abdullah Ibn Ahmed defied the order and even continued to attack Brava.

By 1817, Seyyid said had succeeded in freeing Pate from Mazrui rule. In 1822, with the help of Zanzibar, an Oman ally, he liberated Pemba and Brava from Mombasa. In 1823, he gained control of the Bajun Islands. He ordered that no town should trade with Mombasa.In 1824, the sultan of Mombasa offered Mombasa to become a British protectorate to protect him from the Oman rule. The new powerful position of Mombasa was however short-lived upto 1826 due to the terms of the Moresby anti-slavery treaty between Seyyid said and the British.The animosity between Mombasa and Oman continued. In 1837, there was a dispute in Mombasa over the succession to the vacant office of the Liwali. This became an opportune chance for Seyyid said to lure the members of the Mazrui family into fort Jesus where he killed them.

Seyyid Said; Sultan of Zanzibar 91840-1856)

After that Seyyid said consolidated his power and control over the coast as well as the interior of east Africa. He then transferred his capital from Muscat to Oman.

The transfer of the capital to Zanzibar from Muscat was due to the following reasons:

  1. a) Seyyid said desired to effectively control the coastal towns through the centrally located Zanzibar.
  2. b) Zanzibar had a pleasant climate compared to Muscat which was hot and dry. It also had

fresh water, adequate rainfall and fertile soils that favoured clove growing.

  1. c) Zanzibar was easily defensible as an island. It was easy to sea the enemy from far and launch an attack from the island.
  2. d) The good deep harbours of Zanzibar I which ships could anchor were attractive.

Zanzibar’s central position also favoured development of long distance trade.

  1. e) The town had a long history of loyalty to Oman throughout the Mazrui- busaidi

struggles. Seyyid said appointed Liwalis to rule important towns. They were give the responsibility of collecting custom dues levied at each port. The Arabs in the local towns were allowed to rule themselves. Seyyid said was keener on the commercial empire than p olitical leadership. He stated “I am nothing but just a merchant”.

Seyyid said developed an economic programme based on agriculture and international trade.

The development of plantation Agriculture

Seyyid sad encouraged settlers from Oman and Zanzibar to take advantage of the fertile sols and good climate at the coast to settle in Mombasa. Malindi, Lamu and Pemba venture into agriculture.Plantation agriculture largely depended on slave labour.The people of Mombasa extended plantation agriculture into the mainland, acquiring land from the Mijikenda in exchange for gifts. They planted rice, maize, millet, beans, sesame and sorghum. Along the island, large plantations of coconut mango trees, cashew nuts and citrus fruits were developed. Grain plantations were developed around Malindi and Takaungu whose land was largely unoccupied and the orma were no longer a threat.

By 1870, about 1400 to 1500 slaves worked on plantation farms in Malindi which had become the granary of Africa producing all kinds of grains, mangoes, coconut, mangoes and oranges.Seyyid said also established a clove plantation in Zanzibar. He also encouraged people to grow coconut trees by putting in place a policy that for eve coconut tree cut, three were to be planted. Plantation agriculture intensified slave trade.

The Slave Trade in East Africa

Slave trade: The buying and selling of human beings

Slavery: The state of being enslaved: It’s a system where by some people are owned by others and are forced to work for others without being paid for the work they have done.

It involves capturing, transporting of human beings who become the ‘property’ of the buyer. The slave trade was one of the worst crimes against humanity. The trade was started by Arabs who wanted labour for domestic use and for their plantations. However, they were later joined by Europeans..

Reasons for the rise of slave trade

~  During the second half of the 18th century, France opened up larger sugar plantations on the islands of Reunion, Mauritius and in the Indian Ocean. African slaves were thus recruited from East Africa to go and work in those plantations.

~  Africans were considered physically fit to work in harsh climatic conditions compared to the native red Indians and Europeans. This greatly increased the demand for the indigenous people (slaves).

~  The increased demand for sugar and cotton in Europe led to their increase in price and therefore more labour (slaves) was needed in the British colonies of West Indies and America.

~  Strong desire for European goods by African chiefs like Mirambo and Nyungu ya Mawe forced them to acquire slaves in exchange for  manufactured goods such as brass, metal ware, cotton cloth, beads, spirits such as whisky, guns and gun powder.

~  The existence and recognition of slavery in East Africa societies. Domestic and child slavery already existed therefore Africans were willing to exchange slaves for European goods.

~  The huge profits enjoyed by middlemen like Arab Swahili traders encouraged the traders to get deeply involved in the trade.

~  The suitable winds and currents (monsoon winds) which eased transportation for slave traders greatly contributed to the rise of slave trade.

~  The Legalization of slave trade in 1802 by Napoleon 1 of France increased the demand for slaves in all French Colonies.

~  The increased number of criminals, war captives, destitute forced African chiefs to sell them off as slaves.

~  The Oman Arabs contributed to the rise in the demand for slaves. This is because they acted as middlemen between the African Swahili people, the Portuguese and French traders. They therefore worked very hard to get slaves in order to obtain revenue from them.

~  The invention of Spanish mines in West indices increased slave demands to work in the mines.

~  The exodus of slaves from East Africa to Northeast Africa, Arabia and Persia contributed to the increase in the demand for slaves. It led to an enormous number of slaves obtained from East Africa being transported to other countries.

~  The movement of Seyyid Said’s capital to Zanzibar led to an increase in slave trade. This is because when Seyyid said settled in Zanzibar in 1840, he embarked on strong plans to open up slave trade routes to the interior of East Africa. This boosted slave trade, whereby the number of slaves being sold at the slave market in Zanzibar annually by that time, reached between 40000 and 45000 thousand slaves.

~  The outbreak of diseases like Nagana led to an increase in slave trade. This is because the beasts of burden (i.e. camels, donkeys, etc) could not be taken on many of the caravan routes. It therefore necessitated people themselves to be involved in the transportation of the trade goods and ivory. Such people included porters who were regarded as slaves, or free Africans who could sell their services in return for cloth and other trade goods.

~  Development of long distance trade that needed slaves to transport goods from the interior of East Africa.

~  Plantation farming increased in some areas, especially the clove plantations were slaves worked.

Organization of slave trade in E. Africa

The middlemen involved were;

  Arab Swahili traders

  African chiefs.

Ways of obtaining slaves

  Selling of domestic slaves in exchange for goods like beads, guns, glass etc

  Selling of criminals, debtors and social misfits in society by the local chiefs to the Arab slave traders.

  Prisoners of war could be sold off.

  Porters were sometimes kidnapped, transported and sold off to the Arab traders.

  Raiding villages, this would begin at night with gun shoots and people would scatter consequently leading to their capture.

  Through inter tribal wars many Africans become destitutes and these would be captured by the slave traders.

  Tax offenders were sold off by the African chiefs.

  They were also captured through ambushes during hunting, travelling and gardening.

  Slaves would be acquired from the main slave trade market in Zanzibar.

  Other Africans are also said to have gone voluntarily in anticipation of great wonders and benefits from the Arab Swahili traders. Slave journey: - Slaves’ journey was a difficult one. They moved long distances on foot.

  Chained, whipped and sometimes killed on the way.

  Had little food and water and experienced extreme suffering.

This is illustrated by a Quotation from Dr. David Livingstone’s Last Journal.  London 1878:“We passed a woman tied by the neck to a tree and dead …we saw others tied up in a similar manner, and one lying in the path shot or stabbed for she was in a pool of blood. The explanation we got invariably was that the Arab who owned these victims was enraged at losing the money by the slaves becoming unable to march.”

~  The main slave market where slaves were auctioned was at Zanzibar.

~  The journey across the India Ocean was horrible.

~  Crowded in ships with hardly any space to breath. Ships carried anything from 250 to 600 slaves. They were very overcrowded and packed like spoons with no room even to turn.

~  Whenever they saw anti-slave trade people, slaves would be thrown in the ocean

~  As a result many died in the process.

Effects/Impact of slave trade on people of E. Africa

Positive effects

  1. a) New foods were introduced through trade routes like maize, pawpaws, rice, groundnuts both at the coast and in the interior.
  2. b) Plantation farming increased in some areas, especially the clove plantations were slaves worked.
  3. c) The interior was opened to the outside world this later encouraged the coming of European missionaries. Many European Christian missionaries came to East Africa to preach against slave trade and to campaign for its abolition.
  4. d) The trade routes became permanent routes and inland roads which led to growth of communication networks.
  5. e) Swahili was introduced in land and is now being widely spoken in Tanzania, Kenya, Uganda and Eastern Congo.
  6. f) Islam as a religion was introduced by Arabs and it spread, especially in Yao land and in Buganda land.
  7. g) A new race called Swahili was formed through intermarriages between Arabs and some Africans.
  8. h) There was growth of Arab towns such as Tabora and Ujiji inland.
  9. i) There was emergence of dynamic leaders such as Mirambo and Nyungu ya Mawe in the latter half of the nineteenth century.
  10. j) Slave trade strengthened the large and powerful states, which could easily get access to guns at the expense of small ones.
  11. k) Slave trade led to a situation whereby power became centralized and no longer with the small, local authority (segimentary societies) mainly to enable African chiefs directly control slave trade.
  12. l) Slave trade encouraged large-scale trade whereby contact was established between the trade masters and indigenous/local population.
  13. m) Africans were dispersed to other parts of the world e.g Arabia, America and West Indies. In Africa, Sierra-Leone and Liberia were founded to accommodate former slaves from Europe and America.

Negative effects

  1. a) African population was reduced; people who would have been great leaders and empire builders were killed. It is estimated that over 15 to 30 million people were sold in to slavery while other millions died in the process being transported.
  2. b) Slave trade brought misery, suffering and lowered the quality of people in East Africa this is because they were reduced to ‘commodities’ which could be bought and sold on land.
  3. c) Villages and families were destroyed and broken up by slave raiders and never to be reunited this later resulted in to loss of identity.
  4. d) Diseases broke out among the overcrowded slaves for example the Spaniards introduced Syphilis and soon it spread to other traders.
  5. e) Slave trade led to displacement of people and many became homeless and destitute many and stayed in Europe with no identity.
  6. f) Economic activities such as farming were disrupted. This is because the young and able craftsmen, traders and farmers were carried off, causing economic stagnation as the economic workforce depleted.
  7. g) Progress slowed down, which resulted in famine, poverty and destitution and helplessness.
  8. h) There was a decline in production of traditional goods such as coffee, beans, bark cloth and iron which greatly hindered the cash economy.
  9. i) There was a decline in African industries which also faced a lot of competition from imported manufactured goods for example the Bark cloth and iron working industries.
  10. j) Guns were introduced into the interior which caused a lot of insecurity and increased incidences of wars for territorial expansion.
  11. k) Clans and tribal units, languages were broken and inter-tribal peace was disturbed for example Swahili language replaced the traditional languages in the interior.

Abolition of slave trade

Reasons why it was difficult to stop slave trade

~  Slavery existed before in Africa societies that is to say, domestic slavery and internal slave trade, which provided a favourable situation for continuation of the lucrative  slave trade.

~  The Abolition movement which had begun in Britain and her overseas territory first took effect in West Africa. The decline in West African trade encouraged the expansion of trade in East Africa especially with America and West Indies.

~  Slave trade was difficult to stop because of division of African tribes against each other .This meant that African tribes would find it difficult to unite together and resist the slave

traders, who raided their societies using organized bands of men.

~  Disregard of human life, many African rulers tended to put less value for the lives of their subjects whom they ruled for example quite often, a ruler of a tribe would easily order his warriors to attack the villages of his subjects and seize their property, kill some of them.

~  Active participation and willing cooperation of African chiefs and coastal traders who were making a lot of profits made the slave trade last for so long.

~  Many European countries depended on the products of slave labour in West Indies and America for example, British industries depended on raw sugar, raw cotton and unprocessed minerals from America which she was not willing to lose.

~  European slave merchants and Africans involved in the trade were blinded by the huge profits made from the trade.

~  There was smuggling of slaves outside the forbidden areas. Slave traders would pretend to sail northwards when sighted by British patrol ships but would change course after British navy ships had disappeared.

~  Other European countries refused to co-operate with Britain to end slave trade because they had not yet become industrialized, and therefore they still benefited from it for example Portugal and Spain.

~  The only economic alternative of slave trade was Agriculture which was not reliable compared to the booming slave trade.

~  The anti slavery campaign was too expensive for Britain alone to compensate slave owners.

~  Stopping slave trade in the interior was difficult because Arabs were in control  of large areas.

~  The East African coastline was long which delayed the anti-slavery group penetration in the interior.

~  Due to the tropical climate, most British personnel were affected by malaria which hindered the stopping of Slave trade.

~  Seyyid Said and Barghash were always unwilling to end slave trade at once due to fear of losing revenue and risk of rebellion by Arabs who found it profitable.

~  The anti-slavery group was small compared to the East African Coast.

~  European powers continued with slave trade, they shipped the slave cargos in to ships bearing American Flags.

Factors that led to the abolition of slave trade

It was the British government that began the abolition of the slave trade during the years,1822 – 1826 . This was because of the pressure by various groups based on different factors;

  1. a) Rise of humanitarians in Europe such as Christians and scholars condemned it on moral grounds. The missionaries wanted it to be stopped because they wanted good conditions for the spread of Christianity. The formation of the humanitarian movements in England aimed at stopping all kinds of cruelty including slave trade, flogging of soldiers and child labour.
  2. b) Industrialization in Britain was one of the main forces behind the abolition .E.g. Britain industrialists urged its abolition because they wanted Afr icans to be left in Africa so that Africa can be a source of raw materials for their industries, market for European manufactured goods and a place for new investment of surplus capital.
  3. c) Formation of Anti-slavery movement and the abolitionist movement in 1787. Its

chairman was Granville Sharp and others like Thomas Clarkson, William Wilberforce who gathered facts and stories about the brutality of slave trade and slavery to arouse public opinion in Britain.

  1. d) Religious revival in Europe, Anglicans preached and condemned slave trade as being opposed to laws of God and humanity. Catholic popes also protested against the trade and prohibited it. In 1774, many religious leaders served as examples when they liberated their slaves in England.
  2. e) The French revolution of 1789 and the American revolution of 1776 emphasized liberty, equality and fraternity (brotherhood) of all human beings. As a result, people began to question whether anyone had a right to deprive fellow man of his liberty when he had done wrong.
  3. f) The British desire to protect their national interests, British planters wanted slave trade stopped to avoid competition with other European planters .This is because other planters were producing cheaper sugar, British sugar accumulated hence the need to stop over production.
  4. g) The rise of men with new ideas e.g. Prof. Adam Smith(challenged the economic

arguments which were the basis of slave trade when he argued convincingly that hired labour is cheaper and more productive than slave labour, Rou sseau spread the idea of personal liberty and equality of all men.

  1. h) Slaves had become less profitable and yet had led to over population in Europe.
  2. i) Influential abolitionists like William Wilberforce ( a British member of parliament ) urged the British government to legislate against the slave trade in her colonies.
  3. j) The ship owners stopped transporting slaves from Africa and began transporting raw materials directly from Africa and America to Europe, which led to a decline in slave trade.

Steps in the abolition of slave trade

The movement to abolish slave trade started in Britain with the formation of Antislavery movement. The British government abolished the slave trade through anti slave laws (Legislation), treaties and use of force. The Anti – slavery movement was led by Granville sharp, other members were Thomas Clarkson, William Wilberforce and others.

~   The first step was taken in 1772 when slavery was declared illegal and abolished in Britain. The humanitarians secured judgment against slavery from the British court.

~   In 1807, British parliament outlawed slave trade for British subjects.

~  1817 British negotiated the “reciprocal search treaties” with Spain and Portugal.

~  Equipment treaties signed with Spain 1835 Portugal 1842 and America 1862.

~  In E. Africa in 1822 Moresby treaty was signed between Captain Moresby and Sultan Seyyid Said it forbade the shipping of slaves outside the sultan’s territories. British ships were authorized to stop and search suspected Arab slave-carrying dhows. ~  In 1845, Hamerton treaty was signed between Colonel Hamerton and Sultan  Seyyid Said. It forbade the shipping of slaves outside the Sultan‘s East African possessions, i.e., beyond Brava to the north.

~   In 1871 the British set up a parliamentary commission of inquiry to investigate and report on slave trade in E. Africa.

~  In 1872 Sir Bartle Frere persuaded Sultan Barghash to stop slave trade but not much was achieved.

On 5th March 1873, the Sultan passed a decree prohibiting the export of slaves from main land and closing of slave market at Zanzibar. Zanzibar slave market was to be closed within 24 hours.

~  1876 the Sultan decreed that no slaves were to be transported overland.

~  1897 decree left slaves to claim their freedom themselves

~  1907, slavery was abolished entirely in Zanzibar and Pemba.

~  In 1927, slavery ended in Tanganyika when Britain took over from Germany after the 2nd world war.

Effects of abolition of slave trade

  1. a) The suppression of slave trade led to loss of independence that is to say, it confirmed among the Arabs and Swahilis that the Sultan had lost independence over the East African coast, and that he was now a British puppet .
  2. b) The suppression of slave trade led to development and growth of legitimate trade which provided equally profitable business to both Europeans and African traders.

Many ship owners diverted   their ships from transporting slaves to transporting raw cotton and raw sugar from Brazil and America.

  1. c) It accelerated the coming of European missionaries to East Af rica who emphasized peace and obedience thus the later European colonization of East Africa.
  2. d) Disintegration of the sultan Empire. This is because it loosened the economic and political control which the sultan had over the East African nations .His empire in E.A. therefore began to crumble .This gave opportunity to other ambitious leaders like Tippu-Tip to create an independent state in Manyema ,where he began selling his ivory and slaves to the Belgians in Zaire.
  3. e) The abolition of slave trade was a catalyst to the partition of East Africa where by Britain took over Kenya, Zanzibar and Uganda and Germany took over Tanganyika.
  4. f) Slave trade markets were also closed for example Zanzibar in 1873 following the frère treaty signed between Sultan Barghash and Bantle Frere.
  5. g) Islam became unpopular as many converted to Christianity.
  6. h) African societies regained their respect and strength as they were no longer sold off as commodities.

Development and organization of long distance trade

Local trade refers to the exchange of goods among members of a community.

Regional trade involves exchange of goods between a community and her neigbouring communities.Long distance trade was the exchange of trade goods between communities over long distance, for example between the east African interior and the east African coast.

The organization of long distance trade

~  The communities that participated in the long distance trade were the Akamba, Swahili, Arabs, Yao, nyamwezi, Mijikenda and Baganda.

~  The trade developed because of the demand for ivory in Europe and the United States of America, slaves for plantation agriculture at the coast and in Mauritius and reunion sugar plantations

~  Ivory and slaves from the interior were exchanged for cloth. Utensils, ironware, zinc and beads at the coast.The system of trade were barter.

~  The middlemen included the Mijikenda and the Akamba who obtained slaves and ivory from the interior. The Akamba adopted the long distance trade after the outbreak of famine in 1836 and due to the central location of their country.

~  The Akamba organized caravans that left for the coast on weekly basis to sell ivory, gum copra, honey, bees wax, rhinoceros horns and skins. They had prosperous traders like chief Kivoi who is remembered for organizing the trade.

~  They set up markets and routes in the interior.

~  The source of slaves and ivory extended as far as Mt. Kenya region, Baringo and the shores of Lake Victoria.

~  The trade led to the development of Mombasa and Lamu as important market points.

~  The Waswahili and Mijikenda traders were also used in the trading caravans to the interior.

~  By 1860s, Arabs and Swahili traders started penetrating to the interior of Kenya as far as Uganda.

~  In Kenya, the main trading centres were taveta, Mbooni hills, elureko in Wanga and Miazini near Ngong and along Lake Baringo.

~  By 1870, the Akamba dominance in the trade declined as a result of competition from the Arab and Waswahili traders who began penetrating into the interior to get goods from the source.

~  Movement between the interior and the coast was carried out in caravans along well defined routes.

~  The trade routes became insecure due to the Oromo and Maasai raids.

~  The abolition of slave trade also affected the long distance trade.

~  In Tanganyika, the Yao, nyamwezi, Arabs and Waswahili were great traders. The Yaoexchanged tobacco, hoes, and animal skins at Kilwa with imported goods like cloth and beads. They were also the principal suppliers of ivory and slaves to Kilwa. The Yao were the most active long distance traders in east Africa.

~  The Arabs and Waswahili traders organized caravans into the interior and set up markets and trade routes. They were given security by Seyyid said who signed treaties with Chief Fundikira of the Nyamwezi to allow the Arab traders to pass through his territory.

~  They established interior Arab settlements at Tabora which became the centre of Arab culture.

~  The nyamwezi organized trading expeditions under their chiefs upto the coast with ivory, copper, slaves, wax hoes, salt and copra. They returned with cloths, beads and mirrors. They established trade routes such as the route from Ujiji via Tabora to Bagamoyo. They travelled to Katanga in DRC for iron, salt and copper. By 1850 nyamwezi merchants such as Msiri , and leaders like Nyungu ya Mawe and Mirambo played a key role in the trade development.

~  When the Arab and Waswahili traders arrived in Buganda, the kabaka welcomed them because he needed their goods such as beads, cloths, guns etc. He also wanted assistance in aiding his neighbours. E.g the invasion of Busoga in 1848 was assisted by the Arab traders. From the raids to Bunyoro, Toro, and ankole and Buvuma and Ukerewe islands, the Baganda acquired cattle, ivory, slaves and grains which the sold to the Arabs.

~  The Khartoumers also practiced long distance trade. They raided the northern part of Uganda for ivory and slaves.

~  Arab and Waswahili traders ventured into the Bunyoro kingdom by 1877 for ivory.

~  There were three main trade routes that linked east African coast and the interior;

  1. a) From Mombasa through the Mijikenda area onto Taita-taveta then branching into two. One leading to Kilimanjaro onto the Lake Victoria region the diversion was to evade the hostile Maasai. . The other branch proceeded northwards from taveta across Galan River into Ukambani then to mt Kenya region and further west. Taveta became an important point on these routes.
  2. b) The route from Kilwa to Yao then branching southwards to Cewa in Zimbabwe.
  3. c) From Bagamoyo to Tabora where it branched northwards to Buganda and another branch to Ujiji then to Zaire.

MAP OF EAST AFRICA SHOWING TRADE ROUTES

Effects of the Long distance trade on the people of East Africa

  1. a) The trade led to Development of towns e.g. Mombasa, Lamu, Kilwa, Pemba and Zanzibar.
  2. b) It increased the volume of local and regional trade as varieties of new goods were introduced.
  3. c) There was the Emergence of a class of wealthy Africans along the coast and the interior as Arab, African and Waswahili merchants acquired a lot of wealth. E.g. Kivoi of Ukambani, Ngonyo of Mijikenda, Tippu tip, Msiri, Nyungu ya mawe of nyamwezi, Mwakikonga of the Digo etc.
  4. d) There was Introduction of foreign goods such as beads, cloth and plates to the peoples of East Africa.
  5. e) The trade led to Introduction of new crops to the coast e.g. bananas, rice sugarcane and mangoes.
  6. f) Arab and Waswahili traders introduced Islam to the East African Coast. They also introduced Islamic culture along the coast.
  7. g) Development of plantation agriculture in Malindi and Mombasa due increased slave trade.
  8. h) It led to the development of trade routes and market centres in the region. Such routes later became important highways during the colonial rule and upto today.
  9. i) Traders gave reports about the coast, its strategic and commercial stability leading to the colonization of East Africa.
  10. j) It led to the development of a money economy that replaced barter trade
  11. k) The trade facilitated the colonization of east Africa as the interior was exposed to the outside world.

Development and organization of international trade

The east African coast also participated in international trade during the 19

Th century with traders from different countries such as USA, Britain and France.

Factors that facilitated the development of international trade

  1. a) The existing earlier trade links between east Africa and the Far East before this period.
  2. b) The existence of regional trade which became a means through which goods such as ivory were acquired from the interior to be used in the international trade.
  3. c) The role played by Seyyid said through encouraging the foreign traders to come to the coast. He even signed treaties with them. He also gave letters of introduction to the Arab caravans leading into the interior.
  4. d) The improvement of the monetary system by Seyyid said facilitated the trade. He introduced the small copper coins from India to supplement the silver currency (Maria Theresa dollars and the Spanish Crown). He also employed the services of the Indian Banyans or Baluchis (Money Lenders) who organized credit facilities for the caravans going into the interior.
  5. e) There was a high demand for goods from the coast and the international community. Trade goods on demand were also readily available. E.g Gold ivory slaves cloths, beads, and guns.
  6. f) The existence of deep natural harbours and the attractive beaches lured many foreigners to the region.
  7. g) The existence of a class of wealthy merchants facilitated the trade.
  8. h) The establishment of specific trade routes and markets such as Zanzibar, Kilwa and Mombasa facilitated the movement and exchange of goods.
  9. i) The sultan’s identification of Britain as the sole trading agents in the interior overcame any rivalries which could have led to competition and decline of regional trade which would have in turn affected the international trade.
  10. j) The development of a sound trading policy by Seyyid said to ensure international market for his grains, coconuts and ivory. He developed trade links with Europe and America by signing treaties with USA in 1833 that opened a consulate in Zanzibar in 1837. He signed a similar treaty with Britain in 1839 that opened a consulate in Zanzibar in 1941. With France in 1844 and Germany in 1871.The arrival of IBEACo with William McKinnon further strengthened international trade links and increased the volume trade.

Consequences of international trade

  1. a) Through the trade, the east African coast was exposed to the outside world.
  2. b) Some of the European traders later spread their faith thus leading o the spread of Christianity in east Africa.
  3. c) The international trade fostered good relations between the east African coast and European nations and USA.
  4. d) The contacts between the coast and European powers later contributed to the colonization o east Africa by Britain and Germany.
  5. e) New trade goods and crops were introduced to the coast.
  6. f) Participants in the trade grew richer and exhibited high standards of living.
  7. g) The slave trade led to sufferings, killings and increased warfare.

CHRISTIAN MISSIONARIES IN EAST AFRICA

Introduction

Christian missions were organized efforts to spread the Christian faith for the purpose of extending religious teaching at home or abroad. Their coming of Christian missionaries to East Africa and Africa in general was based on a number of motives which were humanitarian, economic, political and social in nature. The Portuguese were the first to introduce Christianity to the east African coast in the 15th c.This attempt however had little success. By the 19th century, a number of missionary groups worked in East Africa and these included;

  1. The Church Missionary Society
  2. The Holy Ghost Fathers
  3. The University Missionary Society to Central Africa
  4. The White Fathers
  5. The Methodist Fathers
  6. The Mill Hill Fathers
  7. The London Missionary Society

Reasons for the coming of Christian missionaries in East Africa

  1. a) The missionaries had the ambition to spread Christianity to the people of East Africa. This would be through preaching and teaching the holy gospel so that many would get converted to Christianity.
  2. b) They wanted to fight against slave trade in East Africa. Earlier travelers like John Speke and James Grant, H.M. Stanley, Dr. David Livingstone and others had reported about the evils of slave trade in East Africa.
  3. c) They wanted to check on the spread of Islam in East Africa from the coast with intentions of converting many to Christianity.
  4. d) Some missionaries came because they had been invited by certain African chiefs, For example, Mutesa I of Buganda wrote a letter through H.M Stanley inviting missionaries to Buganda.
  5. e) They came to establish legitimate trade in East Africa. They, for instance wanted to trade in items like glass, cloths, etc. as Dr. Livingstone told Cambridge University students, “I go back to Africa to make an open pass for commerce and Christianity…..” Similarly, his speech in 1857 emphasized the unity between Christianity and Commerce.
  6. f) The missionaries also loved to adventure and explore the interior of East Africa. For example Dr. John Ludwig Kraft of CMS is said to have been the first European to see Mt.

Kenya while Johann Redman was the first to see Mt. Kilimanjaro.

  1. g) They had a mission to clear the way for the colonization of East Africa. The missionaries were tasked by their home governments to preach ideas of love, respect, brotherhood, forgiveness, tolerance and non violence so that when the colonialists come, they would meet less resistance from the East Africans.
  2. h) It’s also argued that missionaries wanted to “civilize” East Africans. They argued that they came to stop some of the barbaric acts and customs e.g. Female Genital Mutilation among the Kikuyu in Kenya, human sacrifices and the practice of killing twins.
  3. i) The information they gave about important places like the source of the Nile, fertile soils, river falls and the climate all attracted the missionaries into East Africa. Early contacts by travelers like Stanley, Speke and Grant, among others encouraged missionaries to come.
  4. j) The expulsion of some of the missionaries from other parts of Africa led them into East Africa. For example Johann Ludwig Kraft and Johann Redman are said to have been expelled from Ethiopia around 1842 before they chose to relocate to East Africa.

Missionary Activities in East Africa

The pioneer missionaries in East Africa were the Church Missionary Society led by the Germans John Krapt and Johann Rebmann who arrived in East Africa around 1844 and 1846 respectively. Krapt arrived and established a mission station at Rabai.

When they realized they were not making any great impact at the coast, the two moved into the interior visiting the Akamba and Taita. The CMS set up stations in Taita and taveta.They were the first Europeans to see Mount Kilimanjaro in 1847. Krapt discovered the source of River Tana and was the first European to see Mount Kenya in 1849.

In 1949, Jacob Erhardt, a Germany explorer joined them and became the first European to draw a crude map of east Africa fro then stories he heard from traders.

In 1862, the united Methodist Church led by Thomas Wakefield arrived from Britain and settled at the coast. They established a station at Rabai. They also set up mission stations at Jomvu and Lamu. They were able to convert some people among the Mijikenda.

In 1863, the University Mission Society to Central Africa moved to Zanzibar where a mission was started from Re-union and later to Bagamoyo. Cardinal Lavigerie’s formation of the White Fathers Mission in Algeria (1863) extended to other parts of Africa. In 1875, Freetown Mission a centre for freed slaves was established. By 1889, about 1400 slaves had settled in Freetown. In 1877, the Church Missionary Society mission arrived in Buganda while the white fathers arrived in 1879. In 1891, the Presbyterian Church of Scotland arrived in Kenya and began their work at Kibwezi in Machakos. In 1898, the Church of Scotland Mission arrived at Kikuyu and set up a mission station at Thogoto. Members of the African Inland Church from the United States of America established their station at Nzaui in Machakos. They then spread to Kijabe, Nandi, Kabarnet and Nyakach in Nyanza. The catholic missionary societies, like the Holy Ghost Fathers and the Consolata Fathers arrived in Zanzibar but later moved to Mombasa in 1890 . They advanced interior and founded stations among the Akamba and among the Agikuyu towards the end of the Century. The Holy Ghost fathers established a station at St Austin’s near Nairobi in 1899 while the Consolata fathers from Italy opened a station in Nyeri in 1907The Mill Hill Fathers reached Kenya from Uganda.In 1902, the Friends Missions arrived at Kaimosi. By 1914 there were many missionary societies working in western Kenya. For example, the Seventh Day Adventists, the Quakers (Friends Mission) and the Church of God Mission. The roles of these missionaries varied enormously depending on the colonial context and their relations with the colonial authorities.

Missionaries in Tanganyika

The missionaries here enjoyed the support of the sultan of Zanzibar, Seyyid Said.

At Zanzibar, the Roman Catholic missionaries began to follow the lead of CMS in taking interest in East Africa. The CMS began a freed slave centre at Freetown in 1875 where the freed slaves were taught Christianity and formal education. The slave villages later became Christian outposts. The CMS finally reached Uganda in 1879 where they were later joined by the White Fathers from Tabora and Ujiji.In 1863, a group of missionaries from the Holy Ghost Fathers arrived from Reunion where they had been working among freed slaves and began their work in Zanzibar. They also began a freed slave settlement at Bagamoyo. By 1885, they had set up five villages that were to act as Christian outposts

Missionary work in Tanganyika was motivated by the reports given by Dr, David Livingstone on the horrors of slave trade.In 1863, the University Mission Society to Central Africa under Bishop Tozer moved to Zanzibar where a mission was started from Re-union and later to Bagamoyo.  Dr.Livingstone of UMCA also worked I Ujiji in 1871 where he met with Henry Morton Stanley, a journalist who had been sent to look for him.

In 1875, the London Missionary Society set up a mission post around Lake Tanganyika.

Missionaries in Uganda

The pioneer missionaries were the members of the CMS based in Tabora, Tanganyika.

The first protestant missionaries were sent from England in 1876 after a letter that was sent by Henry Morton Stanley confirming Kabaka Mutesa I’s invitation. They came in through Tabora and Usukuma and reached Rubaga, mutesa’s capital in 1877 where they set up a church. In 1879, the Roman Catholic Missionaries and White Fathers followed also from Tabora and Kibanga.The Protestants and Catholics were supported by Kabaka Mwanga though he did not want them to work outside the capital and beyond the royal family. This arrangement did not favour Missionary work in Uganda.Soon there ensued rivalry between the Catholics and protestants. The kabaka had also embraced Muslims and African traditionalists to the level of generating the infamous religious and political conflicts that rocked the kingdom eventually leading to its colonization.Missionary work expanded upto lake Nyasa. For example the Scottish Mission of the Livingstone Mission and the church of Scotland Mission set upstatations around lake Nyasa in 1876.

Activities of Christian missionaries in East Africa

The following were the activities carried out by the Christian missionaries in East Africa.

  1. a) Missionaries carried out evangelization. They tried to convert and baptize many people into Christianity from their paganism and Islam.
  2. b) Christian missionaries carried out linguistic research and came up with new developments in language. Dr Kraft for example translated the Bible into Swahili and wrote a Swahili dictionary and grammar hence making it easy for people to understand the Bible more.
  3. c) The Christian missionaries built many churches in East Africa many of which are still in existence. They for example set up a church at Zanzibar, Rubaga and Rabai missionary station near Mombasa. This enhanced evangelization into the local population.
  4. d) They carried out exploration work into the discovery of various East African physical features. For example, Kraft was the first European to see Mt. Kenya in 1849 while Rebmann was the first to European see Kilimanjaro in 1848.
  5. e) Christian missionaries set up stations for free rehabilitation services for example in 1868 the Holy Ghost Fathers set up a home for the free slaves at Zanzibar.
  6. f) Christian missionaries participated in skill development in East Africa. They for example participated in modernizing Agriculture and carpentry by setting up agricultural institutionsand carpentry workshops for training.
  7. g) Christian missionaries were also influential in establishing educational institutions and training efficient class of African clergy (catechists) who were close and more understandable to the local communities. This helped and enhanced the propagation of faith.
  8. h) Christian missionaries were at times involved in political processes that were beyond spiritual jurisdiction. They for example participated in the overthrow of Kabaka Mwanga of Buganda. They also acted as front runners in the colonization process.

Reasons for the success of missionary work in East Africa

  1. a) The missionaries faced no strong opposition from any religion. Islam was only greatly dominant at the coast.
  2. b) The evils of slave trade made East Africans welcome missionaries as liberators. Their campaign against slave trade won them much support from different tribes in East Africa.
  3. c) The support they got from some of the local chiefs and kings led to their success. For instance, the sultan of Zanzibar gave them immense support. Mutesa I of Buganda and Mirambo of Nyamwezi all gave them protection as well as rights to do their work in their territories.
  4. d) The earlier explores helped to map out potential areas of East Africa for smooth missionary work. For instance, H.M Stanley had identified Buganda as a hospitable community for the missionaries and they were later welcomed by the Kabaka of Buganda in 1877.
  5. e) The support missionaries got from their home governments led them to success. This was inform of finance and physical manpower for instance colonial governments   gave protection to the missionaries whenever they were challenged by local chiefs or other threats. For instance Captain Lugard supported the Prot estants in the religious wars in Buganda.
  6. f) Some missionary groups sought for alliances with African chiefs. Such treaties of friendship made their work easy since the chiefs would call on their subjects to take on the missionary teachings.
  7. g) The missionaries’ efforts to translate the bible into several local languages helped them succeed for example Kraft translated the New Testament of the Bible into Swahili and wrote a Swahili dictionary and a Grammar book.
  8. h) The missionaries also received the support of African converts in spreading the Gospel.

Converts could now teach in their mother tongue and therefore overcame the language barrier.

  1. i) The industrial revolution had provided such technology like the printing press which made printing of bibles and other academic work easy.
  2. j) Their efforts in life saving services like medical care (Quinine) won them great admiration among the people of East Africa that few were ready to oppose them. The discovery of quinine also facilitated their work as it cured tropical diseases.
  3. k) The missionaries’ practical skills enabled them to survive even when their supplies from home delayed. They for instance adopted agriculture as soon as they settled anywhere. This ensured steady supply of food.
  4. l) The building of the Kenya Uganda railway greatly encouraged missionary work in the interior. The missionaries could now travel between the coast and the interior.
  5. m) Political stability in East Africa favoured missionary work because missionaries could settle.
  6. n) The emergence of the African independent church movement boosted the spread of

Christianity. African initiatives to Africanize Christianity encouraged its growth in East Africa..

  1. o) The death of Dr. David Livingstone in 1873 and other earlier missionaries increased the determination by many groups to see missionary work succeed in Africa, and East Africa in particular. E.g. the London news paper wrote after his death, “the work for Africa must hence forth begin in earnest where Livingstone left it off.”
  2. p) Establishment of resettlement centers for freed slaves e.g. at Bagamoyo and Frere town

near Mombasa where skills like carpentry, and agriculture were taught. Such communities thus looked at missionary work as “a life- saving mission”

Problems faced by missionaries in East Africa

Christian missionaries in East Africa were faced with various problems which clipped their activities at times. These include:

  1. a) They faced the problem of language barrier. This was because East Africa had a multiplicity of languages hence rendering communication between the missionaries and the local people very difficult.
  2. b) There was a problem of the influence of Islam. Arabs being the first group of people to arrive at the coast and interior had deep rooted Islam into the people thus making it difficult for the people to easily adopt Christianity. For example, by the time Sir Edward

Frere arrived in East Africa (1873) Rebmann had only 6 converts.

  1. c) Existence of tropical diseases was yet another problem faced by the Christian missionaries. Tropical diseases like malaria, small pox, claimed many missionary lives thus making progress in their activities very difficult since they could be left very few in numbers.
  2. d) Another hardship was caused by geographical barriers. These included hilly areas, rivers, lakes and forests. These hindered their free movement to various places thus a threat to their activities.
  3. e) Divisions and quarrels between various missionary groups for example Catholics versus Protestants was a hindrance to their activities. This could create divisions and biases among the believers thus weakening their capacity to convert more converts.
  4. f) Poor transport was a hindrance to the missionary activities in East Africa. This was due to undeveloped roads at the time to help in the movement of missionaries from one place to another.
  5. g) Presence of hostile tribes in East Africa was also a problem that faced Christian missionaries. The Nandi and Maasai who believed that strangers were not supposed to pass via their land could attack and kill many missionaries thereby reducing their numbers compared to the increasing number of converts.
  6. h) The presence of wild animals was also a threat to the missionary activities in East Africa. Man enters in Tsavo National Park consumed and threatened many whites. This clipped their activities at times.
  7. i) The missionaries faced the problem of lack of supplies. They for example lacked enough money, accommodation and drugs. This was because they originated from very far (Europe) thus making it difficult for them to have full time and constant supplies. Such put their lives at risk and could sometimes lead to death.
  8. j) The Christian missionaries faced the problem of stiff contradiction and rivals between European missionaries and traditional Africans. Customs like polygamy, satanic worship, etc were deep rooted into African communities which proved a threat for the missionaries to successfully uproot them.
  9. k) The missionaries made their work difficult by involving in politics and judicial systems which were beyond spiritual jurisdiction. Local leaders could misinterpret them as political rivals and organize their masses for resistance against missionary activities.

 

 

Effects of missionaries in East Africa

(a)  They spread Christianity and baptized many converts. Catechists were also trained who helped in the spread of Christianity for example, in Kenya by 1911 many people had been converted and many cathedrals and churches were built like the Kikuyu churches (Charismatic Arathi or spirit churches.)

(b)  African religious beliefs, culture and traditions were despised and demoralized for example the birth and murder of twins, human sacrifice.

(c)  They established hospitals and clinics which offered modern medicine plus research in tropical diseases like malaria, small pox, yellow fever and sleeping sickness which had claimed many lives. For example, the Mission Hospitals at Rabai, Thogoto, Kaimosi e.t.c.   Dr Albert Cook built Mengo hospital.

(d)  They introduced the European system of management and styles of dress and architecture which have been adopted by many people in East Africa today.

(e)  They put to an end the inter-tribal or inter-village wars and established a stable and peaceful society under one faithful leader (centralization).

(f)  They studied African languages and translated the Bible into various languages. For example Kraft translated the New Testament of the Bible into Swahili, Bishop Edward Steere based inZanzibar learnt and studied Swahili and translated books from English to Swahili, published the New Testament and the entire Bible in 1891.

(g)  They established printing presses like Marianum press and published newspapers.

(h)  They opened up primary and secondary schools as well as training collages for teachers and trade schools for craftsmen e.g. Alliance High School, Kisubi Vocational School. In the technical schools, carpentry and brick laying skills were obtained.

(i)  A new class of elite emerged. Africans educated mainly in English and French emerged, these later served as doctors, lawyers, clerks, teachers, catechists, agriculturalists and priests who played a great role of spreading Christianity. For example, in 1890, Africans

were ordained as priests of the University Mission to Central Africa in Tanganyika.

(j)  They paved way for the improvement of agriculture through establishing experimental farms and plantations where new crops, better methods of farming and equipment   were introduced for example cotton was introduced by Kenneth Boroup in 1903 and Africans were taught how to use a plough and how to grow coffee.

(k)  Missionaries improved communication and transport which in turn led to the opening up of the hinterland of Africa. The building of strong boats and ships gave Europeans courage to travel far from home.

(l)  Missionaries destroyed local industries like craft industry e.g. blacksmiths, pottery work were all destroyed and replaced with European products e.g. manufactured items like cups, saucepans, etc.

(m)  They contributed to the rise of nationalism. This was made possible through education where the African elite emerged and started demanding for independence e.g. Tom Mboya, Obote, Nyerere, and Kenyatta.

(n)  They fought slave trade which was later abolished and equality and liberty for all was encouraged in East Africa.

(o)  Mission stations were developed in towns like Rabai missionary station near Mombasa.

Role of Christian missionaries in the colonization of East Africa

  1. a) Missionaries signed treaties which were later used by colonialists to take over colonies e.g. Tucker, a British Missionary interpreted the 1900 Buganda Agreement to the regents of Kabaka Daudi Chwa II. This led to loss of political, economic and social powers to the British protectorate government. Sir Harry John stone who signed on behalf of the British government confessed that;
  2. b) Missionaries supplied information to the colonialists which they utilized to plan how to effectively impose their colonial rule on how to crash the African resistance. In the religious wars in Buganda, the British fought behind the Protestants.
  3. c) In fact there was a reciprocal relationship between missionaries and the colonialists that is why missionaries laid the ground work before the partitioners offered missionaries protection for the success of their evangelization mission.
  4. d) The Church missionary society managed to raise enough funds for Imperial British East African Company for its staying in Uganda for at least 2 or more years. The church missionary society and Captain Lugard viewed that the company’s withdraw would live theBritish and the protestant party in a dangerous position versus Moslems.
  5. e) Missionaries enhanced the growth of tropical raw materials like coffee, cotton to satisfy the British industrialists urge but disguising everything in Christianity. Bishop K. Boroup for example introduced cotton in Uganda.
  6. f) They appealed to their home governments for protection in case of attack. It is in this light that Britain came to Uganda during the religious wars of 1884-1892 and later occupied Uganda.
  7. g) They created a collaborating class by luring it religiously and materially. This class helped colonialists to fight resistors despite the fact that they were all Africans.
  8. h) In their evangelization role, they brain washed Africans with biblical teachings as “love your neighbor as you love yourself”, “blessed are the humble for the kingdom of God is theirs”, etc. With these preaching’s they made potential resistance important.
  9. i) Religion was a mechanism of divide and rule. The converts and the non-converts hated each other which caused division to the advantage of the Europeans.
  10. j) Collaboration with chattered companies, European Christian missionaries and their converts worked hand in hand with the Imperial British East African Company to defeat Kabalega’s resistance.
  11. k) Missionary stations served as military bases from where the European colonial forces

launched attacks on the resisting Africans. African Lugard used old Kampala hill as a military base against Kabalega.

  1. l) Mission stations served as colonial government headquarters. The established mission infrastructure was used to help in the establishment and sustenance of European colonial rule.
  2. m) Colonialists lacked skilled manpower, so the missionaries by design or accident were very faithful servants of the colonial government i.e. they were Colonial government servants.
  3. n) They created a peaceful atmosphere for the germination of colonialism in areas of hostility. This is because they emphasized the centralized leadership where peace and obedience were expected.
  4. o) Missionaries also trained manpower through introduction of education which was used by colonialists. This was done through teaching those academic subjects and manual skills like use of a plough and how to grow coffee.
  5. p) They acted as interpreters e.g. Tucker in the 1900 Buganda agreement.
  6. q) Through conversion of the Buganda chiefs and pages before Buganda commoners it meant that each party i.e. the Church Missionary Society and France had gained converts. This was a political security of sympathy to the Christian missionaries as against the Kabaka in Buganda’s leadership. This indirectly undermined the Kabaka’s authority and respect i.e. his traditional power base was being eroded.

CITIZENSHIP

What is citizenship?

This refers to the legal right of a person to belong to a particular country. A Kenyan citizen is a person who has the legal right to belong, live and do freely all that has to do with their life in Kenya.

BECOMING A KENYAN CITIZEN

Ways in which Kenyan citizenship can be acquired.

  1. a) By birth.
  2. b) By registration.

Citizenship by birth

The following are the Ways through which citizenship by birth is acquired in Kenya.

  1. a) A person is a citizen by birth if on the day of the person’s birth, whether or not the person is born in Kenya, either the mother or father of the person is a citizen.
  2. b) A child found in Kenya who is, or appears to be, less than eight years of age, and whose nationality and parents are not known, is presumed to be a citizen by birth.
  3. c) A person who is a Kenyan citizen by birth and who has ceased to be a Kenyan citizen because the person acquired citizenship of another country, is entitled on application to regain Kenyan citizenship.

Citizenship by registration

Conditions for qualification to apply for Citizenship by registration are as follows:

  1. a) If a person has been married to a Kenyan citizen for a period of at least seven years.
  2. b) If A person who has been lawfully resident in Kenya for a continuous period of at least seven years applies to be registered.
  3. c) If a child who is not a citizen, is adopted by a citizen and applies to be registered.
  4. d) Citizenship may be granted to individuals who are citizens of other countries that allow Kenyans citizenship in their countries.

Revocation of citizenship

The revocation of citizenship by registration may happen under the following circumstances.

  1. a) If a person acquired citizenship by fraud, false representation or concealment of any material fact.
  2. b) If the person has, during any war in which Kenya was engaged, unlawfully traded or communicated with an enemy or been engaged in or associated with any business that was knowingly carried on in such a manner as to assist an enemy in that war.
  3. c) If the person has, within five years after registration, been convicted of an offence and sentenced to imprisonment for a term of three years or longer.
  4. d) If a person has, at any time after registration, been convicted of treason, or of an offence for which a penalty of at least seven years imprisonment may be imposed.

Citizenship by birth may be revoked under the following circumstance

  1. a) If the citizenship was acquired by fraud, false representation or concealment of any material fact by any person.
  2. b) If the nationality or parentage of the person becomes known, and reveals that the person was a citizen of another country.
  3. c) If the age of the person becomes known, and reveals that the person was older than eight years when found in Kenya.The concept of “Dual citizenship”.

   a citizen by birth does not lose citizenship by acquiring the citizenship of another country.

Rights and responsibilities of a Kenyan citizen

Human rights

Human rights refers to the accepted principles of fairness and justice- or the universal moral rights that belong equally to all people in their capacity as human beings.

Components of human rights

Every human right must fulfill these three fundamental conditions;

  1. a) Condition of life, which is necessary for development of human personality
  2. b) A Social character (since it presupposes existence of other members of the society)
  3. c) It must be enjoyed equally by all members of the society.

The constitution of Kenya contains the rights of the individuals and special groups such as children, the youth and people with disabilities. It gives the state the responsibility of guaranteeing these rights. The rights are contained in chapter 4 of the current constitution under the bill of rights. This chapter is not merely an integral part of the constitution of Kenya; it is the fundamental basis for the establishment of the state.Human rights and fundamental freedoms are recognized and protected in the constitution because they preserve the dignity of individuals and communities, and promote social justice

The rights and freedoms protected in the Bill of Rights

  1. Right to life

Life begins at conception and no child should be deprived of life deliberately. Abortion is not therefore permitted unless occasioned by the need for emergency treatment or life of the mother is in danger.

People who attempt to commit suicide are also punishable on the strength of their right

Limitations of the right to life

 A court of law can sentence one to death if found guilty of an offence punishable by death

Instances when the right to life may be taken away:

 When one is defending one’s life or country as is the case during war.

 When defending one’s property against violent attack.

  When a law enforcement officer’s life is endangered, for example when apprehending armed criminals.

  1. Equality and freedom from discrimination

Every person is equal before the law and has the right to equal protection and equal benefit of the law. This means that both men and women are equal before the law. Any form of discrimination is illegal and is prohibited in the constitution.

  1. Human dignity

Every person’s dignity should be respected and protected. One must not ridicule or embarrass other members of society.

  1. Freedom and security of a person

This right protects a person from being detained without a good reason and without trial. No person will be subjected to physical or psychological torture, corporal punishment or cruel and inhuman treatment. Each citizen must also protect the freedom and security of others. It is unlawful for one to subject his or her spouse to either psychological or physical abuse.

  1. Freedom from slavery, servitude and forced labour

No one should be held in servitude or slavery or perform forced labour. Every employer should treat his or her employees with dignity and not to force them to work.

  1. Right to privacy

Every person has a right NOT to have him or herself, his or her property searched, or his or her possessions seized. Not revealing a person’s family or private affairs unnecessarily or private communications interfered with.

 

 

 

Exceptions to this right:

The law allows police officers, tax inspectors and other government agents to search private homes or business premises for purpose of health inspection, tax collection or any other officially sanctioned reason.

  1. Right to assembly, demonstration, picketing and petition

Every citizen has a right to assemble and participate in peaceful demonstrations and even present petitions to public authorities

Responsibility:

Those demonstrating must not interfere with peace of others for example through harassment of motorists and property destruction.

  1. Political rights

Every citizen is free to make political choices, which includes the right to form, or participate in forming, a political party and to participate in the activities of, a political party.Every citizen has the right to free, fair and regular elections based on universal suffrage and the free` expression of the will of the electors for any elective public body or office. Every adult citizen has the right, without unreasonable restrictions, to be registered as a voter; to vote by secret ballot in any election or referendum and to be a candidate for public office, or office within a political party and, if elected, to hold officer responsibility.It is illegal to prevent other people from participating in elections, buy votes etc.

  1. Freedom of movement and residence

Citizens have a right to free movement and ownership of property in any part of the country.

Responsibility:

Citizens should not obstruct efforts of any citizen to move freely and reside and own property in any part of the country.

  1. Economic and social rights

Every person has the right to the highest attainable standard of health, which includes the right to health care services, including reproductive health care.

Every person has the right to accessible and adequate housing, and to reasonable standards of sanitation.Every person has the right to be free from hunger, and to have adequate food of acceptable quality.Every person has the right to clean and safe water in adequate quantities.Every person has the right to social securityEvery person has the right to education.A person shall not be denied emergency medical treatment.The State must provide appropriate social security to persons who are unable to support themselves and their dependants.Nb-it is on the strength of this right that the government is providing free primary education.

Responsibility

Every citizen must pay tax.

  1. Consumer rights

Consumers have the right to goods and services of reasonable quality.

Consumers have the right to the information necessary for them to gain full benefit from goods and services.Consumers have the right to the protection of their health, safety, and economic interests.Consumers have the right to compensation for loss or injury arising from defects in goods or services.

Responsibility

It is one’s responsibility to question the quality of goods and services being offered, to enable one get value for money.

The traders and other service providers have a responsibility to provide quality goods and services to fellow citizens.

They should give truthful information when advertising their products.

  1. Right to fair labour practices

Every worker has a right to fair labour practices like fair remuneration, reasonable working conditions, the right to join or practice in trade union activities and the right to go on strike .Every employer has a right to join an employers’ association and participate in its programmes and activities

Responsibility

One must respect the right to fair labour practices of one’s employees. Employees on the other hand must conduct themselves responsibly, even during strikes, to avoid causing physical injury to innocent people, or destroying property.

  1. Right to clean and healthy environment

Every person has the right to a clean and healthy environment. It is our duty to ensure that the environment is protected for the benefit of present and future generations.

The following are the obligations set by the government in order to achieve a clean and healthy environment:

  1. a) Ensure sustainable exploitation, utilization, management and conservation of the environment
  2. b) Work to achieve and maintain a tree cover of at least ten percent of the land area of Kenya.
  3. c) Encourage public participation in management, protection and conservation of the environment.
  4. d) Establish systems of environmental impact assessment, environmental audit and monitoring of the environment.
  5. e) Eliminate processes and activities that are likely to endanger the environment.
  6. f) Utilize the environment and natural resources for the benefit of the people of Kenya.
  7. g) Protect and enhance intellectual property and indigenous knowledge of biodiversity and the genetic resources of the communities.

Responsibility

Every person has a responsibility to protect and conserve the environment and ensure ecologically sustainable development, and use of natural resources.

 

 

  1. Freedom of conscience, religion, belief and opinion

Every person, whether individually or as a group, has freedom to manifest any religion or belief through worship, practice, teaching or observance, including observance of day of worship.One cannot be denied employment or educational opportunity because of belonging to a particular religion or because of one’s belief or religion.A person cannot be forced to engage in any act that goes against his or her  belief or religion.

Responsibility

Every citizen must be careful not to infringe upon this freedom

  1. Freedom of expression

This guarantees all Kenyans the freedom to seek, receive or impart ideas or information. It also guarantees freedom of artistic creativity, academic freedom, and freedom to conduct scientific research

Responsibility

In the exercise of this freedom, everyone is called upon to respect the rights and reputation of others. He/she should not spread propaganda with the intention t provoke others to war or to violence.

It is unlawful to engage in hate speech.

  1. Freedom of media

The freedom and independence of the media is guaranteed. The state should not interfere with the media.

Responsibility

The media industry should report impartially and avoid inciting members of the public.

The media should provide fair opportunity for the presentation of divergent views and dissenting opinions

  1. Access to information

Every person has a right to access information held by the state, or by others, which may be required for the protection of any right or fundamental freedom. The state is expected to make public any important information affecting the nation.Every person has a right to the correction or deletion of untrue or misleading information that affects the person.

Responsibility

A person should not misrepresent the information accessed, or misuse it for selfish gain. It is also illegal to sell public information for monetary gain.

  1. Freedom of association

Every person has the right to form, join and participate in the activities of an association of any kind, provided that the association is not engaged in illegal activities, such as stealing or killing.

 

 

  1. Protection of the right to property

Every person is entitled to own property either individually or as a group, in any part of the country. However the property has to be legally acquired.

This right provides all Kenyans a fair opportunity to invest in property and thus, prosper.

Responsibility

All citizens must respect this right. It is unlawful for one to deprive a person of his or her property without good reason.The state, in acquiring privately owned property must ensure adequate compensation granted promptly and in full

The state has an obligation to respect the intellectual property rights of the people of Kenya.

  1. Right to language and cultur

Every person has the right to use a language, and embrace the culture of the person’s choice.Every person has the right to form or join cultural groups. Every person is also protected from being forced to join any such group.Each linguistic group is free to use their language, practice their culture, and form associations and other organs of the civil society.It is unacceptable to force another person to perform, observe or undergo any cultural practice or rite.

Responsibility

This right should not be used to undermine national unity.

Other citizens should be allowed the freedom to enjoy diverse culture, including members of one’s own family.

  1. Right to family

An adult has the right to marry a person of the opposite sex, based on the free consent of the parties. Parties to such a union enjoy equal rights. Both parties have a responsibility to respect the rights of their spouses during marriage and even in the event of its dissolution.It is wrong to deny one’s spouse access to marital property after separation or divorce.The constitution also recognizes marriages conducted under traditional, religious, personal or family law. Marrying of underage persons and forced marriages are outlawed in the constitution.

  1. Fair administrative action

Every person should be subjected to an efficient, lawful, reasonable and procedurally fair administrative action. This promotes efficient administration in public offices

Responsibility

The officers of the state have a responsibility to accord every person fair administrative action.The right requires that a person be given written reasons for any administrative action that will adversely affect a right or freedom of the person.

  1. Access to justice

Everybody should access justice and a reasonable fee will be charged to enhance this, if required. If this is not free, many people will not access justice which will continue to be a preserve of the rich people.

Responsibility

Everybody has a responsibility to facilitate fair play and access to justice for all. Any action aimed at blocking justice is unlawful and invites punishment. For example, shielding criminals or attempting to bribe law enforcement officers to prevent them from arresting a criminal. Aiding a criminal to evade arrest, concealing criminal acts; and lying to help culprits evade punishment.

  1. Right of arrested persons

An arrested person has;

  1. a) The right to be informed promptly in a language that the person understands of the reason for arrest, the right to remain silent and he consequences of not remaining silent.
  2. b) The right to remain silent. – The right of a person to choose to talk or to remain silent.
  3. c) The right to communicate with an advocate and other persons whose assistance is necessary (freedom of speech with all those who will assist him or her in the case.)
  4. d) The right of not being compelled to make any confession or admission that could be used in evidence against the person.
  5. e) The right t be held separately from persons serving a sentence ( should not be held in prisons alongside those already convicted)
  6. f) To be brought to court as soon as reasonably possible, as but not later than twenty four hours after being arrested.
  7. g) To be charged or be informed of the reason for the extension of detention or release, at the first court appearance.
  8. h) To be released on bond or bail, on reasonable conditions, pending a charge or trial, unless there are compelling reasons as to why one cannot be released.
  9. Fair hearing

Every person has the right to have any dispute that can be resolved through a court hearing be resolved in such a manner that will accord him or her fair and public hearing. An accused person has the following rights;

  1. a) To be presumed innocent until proven otherwise.
  2. b) To be informed of the charges.
  3. c) To have adequate time and facilities to prepare a defence.
  4. d) To a public trial before a court.
  5. e) To have the trial begin and be concluded with few delays.
  6. f) To be present when being tried.
  7. g) To be represented by an advocate and be informed of this right immediately. Depending on the circumstances, the accused may be assigned an advocate by the state and at the state’s expense.
  8. h) To remain silent and not testify during the proceedings.
  9. i) To be informed in advance, of the evidence the prosecution intends to present, and to have reasonable access to that evidence.
  10. j) To challenge the evidence.
  11. k) To refuse to give self-incriminating evidence.
  12. l) To have the assistance of an interpreter if the accused person cannot understand the language used in the trial.
  13. m) If convicted, to appeal, or apply for review by a higher court.

Responsibility

  1. The accused person has the responsibility of obeying instructions of the court.
  2. They must behave well in court and outside the court
  3. They should respect the rights of the accusers as well as their advocates.
  4. Accused persons should behave as the law spells out while awaiting the verdict of the court. Whatever the verdict, they should abide by the law.
  5. Rights of persons detained, held in custody or imprisoned.

A person, who is detained, held in custody or imprisoned under the law, retains all rights and fundamental freedoms in the bill of rights. Except those that are impractical and inapplicable under the circumstances.A person who is detained or held in custody is entitled for an order Habeas Corpus- This is a law that states that a person who has been arrested should not be kept in prison longer than a particular period of time unless a judge in a court has decided that it is right. It is the right of the person who is detained, held in custody or imprisoned to be treated in a humane manner.

Responsibility

All citizens have a responsibility to ensure that the rights of those detained, held in custody or imprisoned are respected. For example the judicial staff , prison staff and the police should respect the constitutional rights of all persons without discrimination.

Fundamental rights that might not be limited:

  1. Freedom from torture and cruel, inhuman or degrading treatment or punishment.
  2. Freedom from slavery or servitude.
  3. The right to a fair trial.
  4. The right to an order of habeas corpus

Rights enjoyed by Children in Kenya

  1. a) Every child has the right to a name and nationality from birth
  2. b) Every child has the right to free and compulsory basic education.
  3. c) Every child has the right to basic nutrition, shelter and health care.
  4. d) Every child has the right to be protected from abuse, neglect, harmful cultural practices, all forms of violence, inhuman treatment and punishment, and hazardous or exploitative labour.
  5. e) Every child has the right to parental care and protection, which includes equal

responsibility of the mother and father to provide for the child, whether they are married to each other or not.

  1. f) Every child has the right not to be detained, except as a measure of last resort, and when detained, to be held for the shortest appropriate period of time.
  2. g) Every child has the right to separate from adults and in conditions that take account of the child’s sex and age.
  3. h) Every child has the right to a child’s best interests are of paramount importance in every matter concerning the child.

Rights enjoyed by Persons with disabilities in Kenya

(a)  A person with any disability is entitled to be treated with dignity and respect and to be addressed and referred to in a manner that is not demeaning. A person with any disability is entitled

(b)  A person with any disability is entitled to access educational institutions and facilities for persons with disabilities that are integrated into society to the extent compatible with the interests of the person.

(c)  A person with any disability is entitled to reasonable access to all places, public transport and information.

(d)   A person with any disability is entitled to use Sign language, Braille or other appropriate means of communication.

(e)  A person with any disability is entitled to access materials and devices to overcome constraints arising from the person’s disability.

Rights of the Youth in Kenya

(a)  Right to access relevant education and training.

(b)  Right to have opportunities to associate, be represented and participate in political, social, economic and other spheres of life.

(c)  Right to access employment.

(d)  Youths are protected from harmful cultural practices and exploitation.

Rights of Minorities and marginalized groups in Kenya

  1. a) Minorities and marginalized groups have the right to participate and are represented in governance and other spheres of life.
  2. b) Minorities and marginalized groups have the right to be provided special opportunities in educational and economic fields.
  3. c) Minorities and marginalized groups have the right to be provided special opportunities for access to employment.
  4. d) Minorities and marginalized groups have the right to develop their cultural values, languages and practices.
  5. e) Minorities and marginalized groups have the right to reasonable access to water, health services and infrastructure.

Rights of older members of society in Kenya

  1. a) Right to fully participate in the affairs of society.
  2. b) Right to pursue their personal development.
  3. c) Right to live in dignity and respect and be free from abuse.
  4. d) Right to receive reasonable care and assistance from their family and the State.

Circumstances, which may force the Kenya government to limit the freedoms and rights of an individual.

  1. a) Conviction of murder by a court of law limits the right to life
  2. b) When planning for a criminal activity one loses the freedom of movement/liberty
  3. c) When government develops a place one loses the freedom to own property
  4. d) Freedom of worship is denied if one uses it to undermine the government /create disunity
  5. e) Freedom of assembly can be limited if internal security is threatened
  6. f) Personal liberty can be denied if one has an infectious disease e.g. rift valley fever

Other responsibilities of a citizen

  1. a) Every person has a responsibility to contribute to positive development in the country by working hard and honestly, irrespective of the type of work or profession one is in.
  2. b) Every citizen is expected to participate in the democratic process. One has the moral responsibility to vote and even present him/herself to be voted for provided he/she fulfils all the requirements of the position.
  3. c) A responsible citizen should actively contribute views on matters affecting the community. This includes taking Part in national debates.
  4. d) A responsible citizen must be mindful of other peoples’ welfare. For example guiding visitors, assisting the disabled, the aged, children, as well as the less fortunate members of the society in ways in which they need the assistance.
  5. e) A good citizen should report law breakers, and even those suspected of having intentions to break the law to the relevant authorities.
  6. f) A responsible citizen should ensure proper utilization of public and private facilities including toilets, water points, post offices, public telephone Booths etc.
  7. g) A responsible citizen must maintain high moral and ethical standards. One must refrain from telling lies.

Values of good citizenship

Values and principles of governance in Kenya

  1. a) Patriotism, national unity, sharing and devolution of power, the rule of law, democracy and participation of the people.
  2. b) Human dignity, equity, social justice, inclusiveness, equality, human rights, nondiscrimination and protection of the marginalized.
  3. c) Good governance, integrity, transparency and accountability.
  4. d) Sustainable development.

Values of good citizenship

  1. a) A good citizen has a duty to be patriotic to the country. He/she should be ready to place the interests of the country above one’s own selfish interests. One sh ould volunteer for a national cause, for example engaging in freedom from hunger walk, helping victims of disasters, volunteering to help the country in times of war and using talents such a sports and music achieve personal goals and to promote the country.
  2. b) A good citizen must take part in activities that foster national unity including economic activities such as agriculture and trade which boost the economy.
  3. c) A good citizen participates in democratic process either by volunteering themselves to be elected, or by taking part in electing of leaders at national or county levels.
  4. d) A good citizen maintains and protects human dignity. He/she has an obligation to dissuade people from engaging in acts that deprive others of their human dignity such as mob justice.
  5. e) A good citizen observes equity by respecting the interests of every citizen, regardless of race, ethnicity or age) A good citizen respects social justice. A person who protests against the grabbing of public land and destruction of the environment such as Wangari Maathai demonstrates good citizenship.
  6. g) A good citizen respects inclusiveness in society. He/she does not ignore any member of society in making of decisions on matters affecting all citizens
  7. h) A good citizen respects equality of all citizens
  8. i) A good citizen respects human rights. He/she not only respects his /her right but also the rights of others in society
  9. j) A good citizen is expected to ensure that there is no discrimination against any member or section of the population to ensure the protection of the marginalized in the society.
  10. k) Good citizenship entails support for good governance. He/she has a duty to pay taxes to the government so that it can generate the revenue required to finance activities for the benefit of all.
  11. l) A good citizen has an obligation to maintain a high level of integrity in society. H/she should desist from corrupt practices and even report such acts to relevant authorities.
  12. m) A good citizen has a duty to maintain transparency and accountability. Public servants should be accountable for their actions and maintain high level of transparency.
  13. n) A good citizen supports government by taking part in projects that ensure sustainable development in the country- through participation in environment friendly projects.

Importance of being a good citizen

  1. a) Being a good citizen promotes peace and stability hence development.
  2. b) A good citizen promotes law and order hence enjoyment of rights and freedoms.
  3. c) Good citizenship promotes cordial relationship and social peace.
  4. d) It reduces government expenditure on security organs necessary for maintaining law and order.
  5. e) It promotes the good name of a country hence encourages tourism which is important for our development.
  6. f) It curbs against social vises like corruption, nepotism or tribalism since a good citizen can not indulge in such activities.
  7. g) It promotes good relationship with neighbors.

 

NATIONAL INTEGRATION

What is National Integration?

Integration means unification into a whole. – The act of combining or bring together various parts in a way that makes them one.National integration refers to the process by which various components of a nation are brought together into a whole leading to national unity.

Importance of National Integration

Why is National Integration a priority in Kenya?

(a)  National integration Helps in social and economic development through enhanced national unity.

(b)  It develops a sense of national direction, facilitating unified goals and co-operation.

(c)  It enhances political stability and security by eliminating suspicion.

(d)  Promotes peaceful c-existence of different tribes and races hence leading to peace and harmony.

(e)  Promotes collective responsibility due to easier, more efficient and accurate communication.

(f)  It enables a country to develop a sense of direction as national goals are communicated to the people in the spirit of national integration.

(g)  It leads to achievement of easier, more accurate communication as the nation increases efforts of national integration.

Factors that promote national unity in Kenya

  1. a) The constitution. This is a set of rules agreed upon by a group of people who have chosen to live together. It provides for equality of all Kenyans before the law. It Guarantees equal opportunities to all Kenyans. It Provides protection to individuals against any form of discrimination/bill of rights. It provides for a unitary government
  2. b) The curriculum aims at ensuring that pupils and students focus on issues that unite them. The integrated education system encourages the children to accept one another as Kenyans. Teaching of history in schools encourages unity. Religious studies taught in schools promote respect for the Supreme Being and fellow human beings. Music and drama festivals in schools promote unity among students.
  3. c) One government. Our one government, with the three arms is recognized by each Kenyans a body that runs the affairs of the nation.
  4. d) The presidency. Kenya has one president despite the diversity in parties and tribes. The presidency unites Kenyans.
  5. e) National language. The use of Kiswahili as the official language enables Kenyans to interact freely. Kiswahili became a national language in 1975. It helps overcome communication barriers and gives Kenyans a sense of belonging and identity
  6. f) Economic growth. The government attempts to provide social amenities to Kenyans without bias. It has tried to achieve equitable distribution of economic resources. Urbanization promotes socialization and co-existence among Kenyans.

There also the use of a common currency giving Kenyans a sense of nationhood. The policy of offering equal employment opportunities to all Kenyans has enabled Kenyans to work in various parts of the country where they interact freely.

  1. g) National activities. National holidays remind Kenyans of their history. Agricultural shows enables different economic sectors display and advertize their goods. Games and sports promote unity as they bring together people of different communities for a common cause.
  2. h) Mass media. The mass media in Kenya is instrumental in ensuring that information is disseminated to all at the same time. It enables Kenyans from all pats to contribute to national debates.
  3. i) Symbols of National unity. National anthem promotes a sense of belonging among Kenyans and gives them an identity. Existence of the national flag symbolizes national unity.
  4. j) The government encourages social, economic interaction among Kenyans e.g. through marriages, worship etc.

Factors that undermine national unity in Kenya

  1. a) Tribalism – this is the practice of favouring people who are from one’s own ethnic group in employment, admission to schools and allocation of resources. Others end up being discriminated against thus leading to hatred and enmity.
  2. b) Nepotism –this is the practice of people favouring their relatives. This vice is similar to tribalism
  3. c) The unequal distribution of resources causes animosity between those who are favoured and those who are not.
  4. d) Political wrangles / Ethnic conflicts / clashes discourage co-operation among the citizens.
  5. e) Corruption – asking for and offering of bribes to obtain and give services violates people’s rights to equal treatment. Corruption creates suspicion and hatred among people since those who cannot afford to bribe feel cheated and frustrated.
  6. f) Discrimination on the basis of gender denies people the right to participate equally in national development.
  7. g) This is discrimination on the basis of colour/ race. This creates hatred and suspicious among people. This was a common cause of disunity during the colonial days.
  8. h) Religious conflicts. In Kenya, conflicts between the Muslims and Catholics in 2000 led to destruction of a catholic church in Nairobi. Intolerance of other people’s religions creates disunity.
  9. i) Party membership. Multipartism in Kenya has to some extend become a cause of disunity.

The country regularly becomes polarized on party lines especially when we near general elections. Sometimes members of parties such as TNA, ODM, UDF, URP etc don’t see eye to eye during campaigns. There has also been discrimination on the basis of party membership.

  1. j) When people lack basic needs such as food, education, health, shelter and clothing, anti-social behaviour arise. For example, stealing and violence. Criminal activities create fear and suspicion and therefore discourage national unity.
  2. k) Lack of knowledge creates intolerance of other people’s views and lack of appreciation of the development taking place around. This may create unnecessary division.

Steps have been taken by the Kenyan government to promote national integration since independence.

  1. a) The government has developed national symbols like the flag, anthem, and the court of arms. These symbols have helped to identify us as one nation.
  2. b) Immediately after independence the then only major opposition party, KADU was disbanded to have a single party system. However this did not work for long as

Multipartism was inevitably reintroduced.

  1. c) The government also set up a national curriculum in our educational institutions. This creates a sense of oneness despite the diversity.
  2. d) Declaring Kiswahili a national language. In 1975, Kiswahili was made a national language of communication as a step towards curbing rampant tribalism. This has greatly assisted as Kenyans of different diversity can communicate.
  3. e) Promotion and fostering Harambee spirit. This has led to Collective participation in development programmes by people from different groups which have promoted national unity.
  4. f) During the reign of president Moi the Nyayo philosophy of peace love and unity was introduced. It stressed the concept of being mindful of other people’s welfare. It is closely related to the principal of mutual social responsibility as embodied in African socialism.
  5. g) A new constitution in Kenya was promulgated in august 2010. This constitution promises a lot of hope in terms of unity as it may be an important tool of fighting all vices that have discouraged unity. It also stresses equal rights for all.
  6. h) The government has tried to bridge the gap between the rich and the poor through the creation of an equalization fund under the new constitution. Through this fund, development easily trickles down to reach the disadvantaged.
  7. i) Abolition of racial schools hence enrolling students of different backgrounds in the same schools. /Ethnic balance in public institutions.
  8. j) The teaching of history in schools has helped to create a sense of oneness as Kenyans realize that they share a common history.
  9. k) Promotion of games, sports, drama and cultural activities. National games at school and college level have been a source of interaction. This is a way of developing a common culture in the country
  10. l) The government has made use of media to propagate unity.
  11. m) Abolition of ethnic organizations and groupings.
  12. n) Promotion of national public service i.e. civil servants can serve anywhere in the country..

Conflict resolution

Conflict refers to a situation in which people or groups are involved in serious disagreements, or disputes.Conflict resolution refers to the process of settling a dispute when it occurs

Levels of conflicts found in Kenya

  1. a) Individual versus individual. This is where two people disagree for political, economic or social reasons.
  2. b) Group versus group. This type of conflict involves one group against another also due to political, social and economic reasons.
  3. c) Individual versus state. Such a conflict of an individual against the state may be political especially one feels his/her rights are being violated by the state.
  4. d) State versus state. This is a case where a state is in disagreement with another state maybe over boundary like was the case between Kenya and Uganda during the reign if Idi Amin dada
  5. e) Group versus state. This may be caused by for example a trade union demanding the improvement of the terms and conditions of service of its members. For example the standoff between KNUT and KUPPET on one hand and the government over harmonization of the salaries of teachers with those of civil servants in 2012 leading to a countrywide strike in September 2012.

The factors that cause conflict

(h)  Difference in views arising from background beliefs, social and political standing and values.

(i)  Economic differences. E.g. when consumers feel exploited by businessmen, when employees feel exploited by employers. Etc.

(j)  Political differences based on ideological orientation i.e. capitalism versus socialism.

(k)  Social differences, for example tribal clashes, religious conflicts, racial discrimination, age/sex differences.

(l)  Limited land/economic resources-unfair distribution of land, mineral resources, water resources, etc.

Peaceful methods of conflict resolution

  1. a) Diplomacy/negotiation. This is a dialogue between two warring parties in order to reach an agreement over a dispute. The following steps are followed in negotiation;
  2. Fact finding- negotiation starts with finding out all the facts about the conflict that is to be solved. At this stage, the laws or guidelines to be followed are also looked at.
  3. Discussion. During this stage, a friendly environment is cultivated to enable discussion of workable solutions. This is usually a give and take situation.
  4. Reaching an agreement. The points of agreement reached should be fair to both parties with both feeling they have benefited. Each party should be willing to comprise for negotiation to succeed.
  5. b) Arbitration –this is like an informal court where a neutral person (arbitrator) is chosen to resolve the dispute by listening to both sides and help them reach an acceptable decision.

Arbitration procedure:

  1. Both sides involved in conflict presents their case as they know it to the arbitrator.
  2. After listening to the complainant’s story, the arbitrator makes questions to clarify some aspects of the story. The other group may also seek clarification.
  3. The second group then responds to the story by the first group by a representative. The arbitrator again asks questions for clarification.
  4. On grounds of applicable rules, the arbitrator should consider the facts and then make a decision.
  5. c) Mediation – a person who is not involved in the conflict tries to help the warring parties reach an amicable agreement. The parties involved must be willing to listen and come up with good ideas that can help them solve the disagreement.

Steps followed in mediation:

~  Step 1. The mediator explains the rules as a means of helping the two parties reach an agreement and not imposing a decision on them.

~  Step 2. Giving the two parties involved in the conflict chance to explain in their own words what the problem is. The Complainant explains first and then the defendant.

~  Step 3. The mediator, after listening, summarizes the stories from each party and also identifies the facts.

~  Step 4. The Mediator suggests the solutions and invites the two parties to give their opinions of the solutions proposed.

~  Step 5. Depending on the two parties’ reaction, the solution is looked at afresh and then an acceptable solution identified.

~  Step 6. The acceptable agreement reached is then written down and each party has to be committed to it.

  1. d) This is where one party takes the other to court and the court makes judgments that are bidding on both sides.
  2. e) Legislation – where the parliament passes laws to control conflict.
  3. f) Workshops – this is where conflicting parties talk in the presence of facilitators and tries to work out a resolution to the problem.
  4. g) Arms inspection – the government in order to build confidence and prevent misunderstanding between warring parties carries it out.

Negative methods of conflict resolution

  1. Subjugation (use of war)
  2. Avoiding responsibility and refusing to accept defeat
  3. Appeasement/compromise.

Under what circumstances violent method may be used in resolving conflict?

  1. When law and order is broken and the alternative is the use of force
  2. In case of serious social unrest
  3. Striking students or workers, street mobs and bandits

 

HISTORY FORM TWO NOTES

 

TRADE

Definition of trade

Trade refers to the exchange of goods and services between people or countries.

Man must have started trading soon after the evolution of the homo sapien sapiens.

Trade was occasioned by the existence of varying environmental and climatic conditions. Trade arises from the basic human needs such as satisfying food requirements

Methods of trade

There are two main methods of trade;

  1. Barter trade
  2. Currency trade.
  3. a) Barter trade

This is the exchange of gods for gods. It is one of the earliest forms of trade that was even taking place during the reign of King Solomon of the Bible.Barter trade emerged from the natural needs of the people. For example, among the Kenyan pre-colonial communities such as the Maasai who kept livestock but did not have grains which the neighbouring kikuyu possessed. Barter trade sometimes even took place within the same community where some people had some special talents that others did not possess. E.g ironsmiths.A form of barter trade known as ‘silent trade’ was practiced in some areas where the two involved communities could not speak the same language. For example, it existed between Morocco and Carthage in 400 BC.Barter trade can still be witnessed in the modern society. For example, Kenya exchanges tea and coffee with petroleum, chemicals and machinery from other countries.

Barter trade however has the following disadvantages;

  1. a) It may involve bulky goods in the transaction.
  2. b) There may lack double coincidence. It is difficult always to get the goods one wants.
  3. c) Lack of standards of deferred payment; if a good was borrowed, it would be difficult to decide whether the same value was returned later or not.
  4. d) Some goods cannot be sub-divided into smaller units. If one wanted cloth equal to a half a sheep, then he could not divide the sheep into two parts.
  5. e) Lack of store of value for some goods which cannot be stored for a long time since they are perishable. E.g. milk, vegetables.
  6. f) Lack of measures of value; a specific quantity of goods cannot be measured vis-à-vis other goods.

Advantages of barter system

  1. a) Poor countries without adequate foreign currencies benefit from it by being able to exchange goods they have for what they do not have.
  2. b) It benefits where money is non-existent.
  3. c) It avoids wastage as demand and supply tend to equate.
  4. d) It promotes interaction hence good relationship, peace and stability especially among traditional African societies.
  5. b) Currency trade

This is a type of trade that involves the use of money.

Money is an item that is mutually recognized as a medium of exchange or a measure of value. In the pre-colonial times items like Gold dust, cloth, copper rods, and iron and cowrie shells were used as a form of currency.

Advantages of the use of money in trade

  1. a) Money is a medium of exchange- it is needed to obtain goods or services.
  2. b) Money as a measure of value enables units of goods to be bought. A specific quantity of goods can be measured Visa- Vis other goods.
  3. c) Money is a standard of deferred (future) payments which allows borrowing and lending to take place.
  4. d) It is a store of value- one is able to defer satisfaction of a want to future times or make provision for one’s want at a future date.
  5. e) It is a means through which immovable property can be transferred. For example when one sells a house in one city to go and dwell in another.
  6. f) Money as a unit of account is used as a calculating medium and assigning prices of goods and services.
  7. g) Money is easily divisible into smaller units. For example, if a product is valued at a lower price, the buyer only pays the agreed cost.
  8. h) The qualities of money and its functions overcome the difficulties of barter.

Money however becomes valuable only when those using it have confidence that it will continue to retain its value during the period it is in possession.Technology today has made the use of currency easier. There is the use of Visa Card and Mobile money services like Mpesa and Airtel Money to carry out transactions.Difference between barter trade and trade in which currency is used as a medium of exchange.

  1. a) In barter trade goods are exchanged for goods/in currency trade, there is use of money as a measure of value.
  2. b) In barter trade depends on the existence of a double coincidence of needs but in currency method one meets his needs by the use of money.
  3. c) Items used for barter trade are bulky (some) and inconvenient to handle -and others perishable. Money is not bulky.

Local trade

This refers to the exchange of goods between people within the same geographical area such as a village or town.

Origin of local trade

This form of trade took place between groups of people who produced different goods mainly because of varying ecological conditions. It was motivated by the following factors;

  1. a) Existence of surplus production e.g. where some community’s harvest was excess; they could sell the excess commodity to carter for shortages elsewhere and to avoid wastage.
  2. b) Differences in climate and environmental conditions which affected the type of natural resources available in various places/ not all needs of a particular community can be satisfied by the resources available hence trade. The kikuyu of Nyeri had to go to Mathira for their foodstuff requirements during drought periods.
  3. c) Specialization and improved technology which always creates a need to exchange skills and goods with those who do not have. E.g trade between Mathira kikuyu cultivators and the Mukurwe-ini kikuyu ironmongers and weavers. Some even exchanged skills for money.
  4. d) Population increase making man to begin to supplement his needs by trading with his neighbors.Sometimes, this trade extended even beyond the local community to the neighbouring community. The Abagusii, for example, acquired hides, milk, snake poison, and pottery items from their Luo Neighbours.

Some seasonal markets emerged which enabled traders to meet and exchange goods on particular days of the week.

Factors that facilitated development of local trade

  1. a) Availability of capital for investments in trade – to generate more wealth.
  2. b) Specialization and improved technology, e.g. specialization in production, in technology and in marketing. Sometimes people even exchanged their skills for money.
  3. c) Demand and supply; the growing demand for goods and services was met by increase in supply.
  4. d) Enterprise; many people began to take greater risk and invested more in trade.
  5. e) Peace and stability. This enabled people to interact more and hence the growth and expansion of trade.

Impact of local trade

  1. a) There was development of market places which specialized in certain items like pottery, iron tools and baskets. Others specialized in livestock
  2. b) Local trade helped to strengthen bonds between people in the same locality. It even enhanced intermarriages and other social functions.
  3. c) Local trade satisfied the requirements of the communities in terms of tools, foodstuff s, medicinal herbs etc.
  4. d) Local trade enhanced acquisition of new products that a particular community did not produce.
  5. e) There was an improvement of transport routes. Some markets were strategically located along transport routes.
  6. f) In centralized governments like Buganda, Bunyoro-Kitara, Mali, Ghana and Wanga, the local markets that developed due to the trade became important sources of revenue for the kingdoms. In Bunyoro-Kitara for example, the Omukama had officers whose duty was to collect taxes from the market places.
  7. g) Many people were brought together through trade. In Bunyoro–Kitara, communities like the Alur, Acholi, Langi, Basoga, Baganda, Kumani, Iteso and Banyankole interacted through trade.

NB; the greatest danger to the local traders was that they risked being attacked by hostile communities and wild animals.

Regional trade

This refers to a type of trade between two distinct geographical regions

Characteristics of regional trade

~ It Takes place within a bigger geographical area.

~ It Involves intermediaries or middlemen between producers and the buyers.

~ The trade often covers long distances to and from the market.

~ It involves people who specialize mainly in trade as their means of livelihood.

~ Larger Varieties of goods are involved.

In regional trade there existed established markets but goods did not have to be sold on a particular market days like the case of local trade.

It also involved large volumes of trade as compared to local trade

Examples of regional trade included:

  1. a) The Trans-Saharan trade
  2. b) The long-distance trade.

The trans-Saharan trade

‘Trans’ means across. This was therefore the exchange of goods across the Sahara between the peoples of North Africa (Berbers and Tuaregs) and the people of western Sudan (the darkskinned people who occupy the region south of the Sahara)

The West African kingdoms of Mali, Ghana and Songhai were involved in this trade.Development of the trans-Saharan trade. (8th-16thc AD)

Factors that led to the development of the trans-Saharan trade

  1. a) Demand for West African good such as gold, slaves and kola nuts by the North Africans and for North African goods like horses, cotton cloth and weapons by the west Sudan people.
  2. b) Existence of rich merchants in the region, such as the Berbers and Tuaregs, who provided capital for investment in the trade/ availability of capital.
  3. c) Existence of Local trade in the western Sudan belt and among the barbers and Tuaregs provided a base for the regional trade.
  4. d) Existence of the Tuaregs, who provided security to traders, guided them through the deserts and maintained some water points like the oases where the Berber merchants watered their camels and rested before continuing with their journey to and from western Sudan.
  5. e) Availability of well established trade routes across the desert which made it easy for the traders to travel.
  6. f) Existence of Kings in western Sudan like Mansa Musa of Mali and Askia Muhamed of Songhai who provided protection to traders, ensured peace and political stability.
  7. g) Availability of pack animals like the camel and the horse which enabled easy movement through the desert. The camel could carry heavy loads and travel long distances without water.
  8. h) Existence of oases which became a source of water during the travels, for the camels and the traders.
  9. i) Invasion of North Africa by the Arabs and their eventual settlement led to increase in the volume of trade.
  10. j) There were also vast trade goods like gold, palm oil and ivory. This stimulated the development of trans-Saharan trade.

The trade goods in the trans-Saharan trade

From western Sudan;

  1. a) Gold- this was by far the most important commodity that originated from the wangara region, Bornu, Upper Senegal and upper Niger.
  2. b) Slaves- they were forcefully captured and later used as soldiers and labourers in the Arab world.
  3. c) Kola nuts and feathers. Monopoly of the Hausa traders from Kano region.
  4. d) Hides and skins- from Hausa land for making leather clothing and shoes.
  5. e) Ivory- originated from western belt mainly from cote d’ivore.
  6. f) Gum- from Mauritania and Senegal
  7. g) Dyed cloth and pepper

From the north

  1. a) Salt- from Taghaza, Taodeni, Bilma and Ghadames.
  2. b) Horses- from Tripoli were on demand among the political leaders and their soldiers.
  3. c) Glassware, beads, mirrors, perfumes, spices, dried fruits, needles, firearms, daggers and cowrie shells.

Organization of the trans-Saharan trade

Beginning of Trans-Saharan Trade was due to the fact that North Africa was rich in the salt that West Africa lacked while West Africa was rich in gold. The Trans-Saharan trade led to an exchange of salt for gold.The trade was between people of the western Sudan and Arabs from North Africa.Because of the long distance involved, the traders had to organize themselves very well. Traders travelled in large caravans of camels and traders to enhance their security.The rich traders from North Africa initiated the trade. They provided trade goods, camels and horses to middlemen who coordinated the trade.

The middlemen would contact desert guides known as takshifs who also acted as desert guards.They protected the traders and guarded the oases in the Sahara .The Tuaregs also provided the traders with security and acted as interpreters.The caravans usually departed from the north after the rainy season when sandstorms would subside for smooth travel. The traders made stops at the oases to refresh themselves and let their camels drink water.

They carried gifts for leaders of the communities along the route to appease them and as reciprocation for security while traveling through their kingdoms. Rulers of western Sudan offered service to the traders while they were in the territory.The trade was conducted in barter/ exchanging one good for another/ silent trade. Some of the caravan traders used agents who sold goods on their behalf in the interim period between their departure back to the north until the time they came back to western Sudan. The rulers of western Sudan controlled trade/regulated amount of gold to be sold . The traders paid taxes to the kings of western Sudan.The main items of trade were gold and salt i.e. from the west came gold, ivory, slaves, ostrich feathers, leather, kola nuts and pepper. From the north came salt, horses, weapons, iron implements, clothes, silk and beads. Arabs and Berbers financed the trade.The traders followed fairly defined route. The most important routes were as follows;

  1. a) A route Starting at Sijilmasa (an oasis) in Morocco through Taghaza (a desert town with a lot of salt) and ended at Andaghost in western Sudan.
  2. b) A route starting in Tunis and passing through Ghadames, Ghat, Agades and Gao. Then it passed through Hausaland, Gonja and eventually ended at Yorubaland in modern Nigeria.
  3. c) A route beginning at Sijilmasa and passing through Timbuktu before proceeding to Gao.
  4. d) A route beginning at Tripoli passing through Fezzan and eventually ending at Bornu in the Sudan Belt.

Challenges faced by the trans-Saharan traders

  1. a) There was Communication barrier due to lack of a common language for transactions. This was a challenge during the pioneer years.
  2. b) Traveling long distances for many months, usually up to three months, across the desert was tedious and stressful.
  3. c) Traveling under extreme weather conditions; too hot during the day and too cold at night.
  4. d) Scarcity of water and food during the journeys. The traders suffered serious sickness due to such extreme weather variations.
  5. e) There were constant Attacks by hostile communities who sometimes robbed them of their merchandize.
  6. f) Traders were sometimes attacked by insects like scorpions and wild animals.
  7. g) The traders sometimes suffered from Loss of direction due to the vastness of the desert.
  8. h) Exposure to frequent sandstorms which killed many traders.
  9. i) Sometimes wars between kingdoms disrupted trade.

Impact of the trans-Saharan trade

Positive impact;

  1. a) The trade stimulated the emergence of urban centres along the trade routes. Towns like Taghaza and Timbuktu developed due to the production of trade commodities like salt and gold respectively.
  2. b) Profits from the trade stimulated the growth of strong empires as the kings levied taxes on the caravan traders. Examples of such empires include Mali, Ghana and Songhai.
  3. c) Introduction of horses in the western Sudan belt led to strengthening of the state armies as horses were used by the armies to boost security in the region.
  4. d) A class of wealthy traders emerged in western Sudan. These were mainly the local merchants who interacted with the merchants from North Africa.
  5. e) The trade stimulated the emergence and growth of smithing technology and industry.
  6. f) The trade led to the introduction of iron tools in wider areas of western Sudan. This boosted agricultural production in western Sudan and ensured food security in the area.
  7. g) There was population increase in western Sudan due to increased food production as a result of better farming tools.
  8. h) It also enhanced contacts between North Africa and the Suda n belt. This facilitated the spread of European goods and ideas between the peoples of the two regions.
  9. i) The trade facilitated the spread of Islamic religion in the Sudan belt. For example, the Hausa traders were converted to Islam.
  10. j) There was introduction of the Islamic system of education in the Sudan belt. The

University of Timbuktu for example, teaching mainly Islamic syllabus, was one of the institutions that emerged as a result of the trade.

  1. k) Sharia law was introduced in the states that accepted Islam in western Sudan.
  2. l) The trade led to the introduction of the Arabic architectural designs in West Africa.
  3. m) The Islamic and Arabic culture-language, mode of dressing and eating mannerisms also spread to western Sudan.
  4. n) The mode of transport in the region was remarkably revolutionized by theintroduction of camels and horses making transport efficient.

Negative impacts:

  1. a) The trade increased warfare in the region as communities gained access to firearms and horses. Thousands of people lost their lives.
  2. b) Many people in the western Sudan belt were captured and taken into slavery to meet the demands of the trans-Saharan traders.
  3. c) The demand for ivory also led to the destruction of wildlife in western Sudan.

Decline of the trans-Saharan trade.

The trade reached its climax at around AD 8th c. by 15th c, the trade had declined due to the following reasons;

  1. a) Exhaustion of the salt and gold minefields as well as other like ivory. This discouraged traders from coming to West Africa.
  2. b) Increased political instability in the region due to so many wars of conquest created insecurity to the traders.
  3. c) The desert conditions e.g. harsh weather, dangerous insects, snakes and robbers discouraged many traders from the activity.
  4. d) Invasion of the region by the almorarids and the Tuaregs increased insecurity even more along the trade routes. Hence traders discontinued their involvement.
  5. e) Moroccan invasion of western Sudan in the 16th century undermined the trade.
  6. f) The growth of the trans-Atlantic trade attracted some of the trans-Saharan traders thus reducing the volume of commodities that were sold.
  7. g) Colonization of west and North Africa by Europeans who took over the resources hence African activities were undermined.
  8. h) Invasion of North Africa by the ottoman Turks created insecurity along the caravan routes leading to decline of the trade.
  9. i) Anti-slave trade pressure from the British and eventual abolition of slave trade reduced trade profits.
  10. j) The establishment of commercial ports on the western African coast and the use of navigable rivers by the 16th century AD rendered caravan trade unpopular as it was slow, cumbersome and risky.

International trade

This is a type of trade that involves the exchange of goods between different countries in one continent or beyond the continent.

Examples of international trade include

  1. a) The Indian Ocean trade
  2. b) The trans-Atlantic trade.

The trans-Atlantic trade

The trans-Atlantic trade involved Europe, Africa and the Americas thus earning it the name Triangular trade. It was also called the trans-Atlantic slave trade because it involved crossing the Atlantic and the main commodity was slaves.The trade was fueled by the technological innovations especially in Spain and Portugal which facilitated sea transport.The trade happened at a time when the Europeans were keen on expanding overseas (15th and 16th c AD) for the following reasons;

  1. They were searching for the sea route to India and Far East to get the spices and other commodities. The Turks had blocked the land route.
  2. The Europeans wanted to acquire gold and other precious items that believed to be in

existence in Africa.

  1. The Europeans wanted to revenge against the Muslims who had colonized the Iberian Peninsula between 8th c and 1491 AD.
  2. They were motivated by the desire to spread their civilization to the backward areas of the world.
  3. European countries such as Portugal and Spain also wanted to increase their

geographical knowledge.

Origin of the trans-Atlantic trade

The exact date when the first slave was captured and sold was 1441 AD. Young Portuguese sailor named Ahtam Goncalvez captured a man and a woman on the Western Sahara coast whom he presented to Prince Henry the Navigator, the Portuguese king, thus setting off a chain of reaction in the trade. The Portuguese built a fort on the Arguin Island on the coast of Mauritania in 1445 which was used as a base for buying slaves and Gold. The suppliers of the slaves at the fort were the Moors.The Portuguese ventured into the gold coast in search of gold in 1471. They built a fort at Elmina in 1482.The Portuguese then established trading contacts with the king of Congo who even accepted Christianity and Portuguese culture. (He baptized his son Afonso Bemba Nzinga)

By 1500AD, the Portuguese established sugar plantations in the island of Sao Tome near modern Gambia. They relied on slave labour from Gambia.

Development and organization of trans-Atlantic slaves.

The demand for labor in the western hemisphere stimulated a profitable three-legged trading pattern. European manufactured goods, namely cloth and metal wares, especially firearms, went to Africa where they were exchanged for slaves. The slaves were then shipped to the Caribbean and Americas from 1532 AD, where they were sold for cash or sometimes bartered for sugar or molasses. Then the ships returned to Europe loaded with American products.European ports of Bristol, Liverpool and Glasgow in Britain, Bordeaux and Nantes in France, and Amsterdam in Holland were crucial in this trade.

The forts that developed in West Africa due to this trade were Elmina, Lagos, Whydah, Accra, Badagri, Sekondi, Winneba, Goree and Dakar. In the 16th c, the Portuguese emerged as the main suppliers of slaves to Spanish colonies, having been granted special licenses, asientos, by the Spanish monarchy.African slaves were more preferred by Europeans because;

  1. They were available in large numbers.
  2. They were found to be cheaper to use than European labouerers and American Indians.
  3. They were thought to be immune to both European and tropical diseases.
  4. They appeared stronger and therefore suitable for manual labour.

The Dutch were among the first European nations to compete the Portuguese in slave trade.

For example in 1630, they wrestled the Elmina Fort from the Portuguese and captured Luanda in 1641. They were supplying slaves to new sugar plantations in the British Colony of Barbados and the French Caribbean colonies of Martinique of Guadalupe.

The British and the French used merchant companies to conduct the slave trade having been motivated by the fortunes the Dutch were making. e.g, the Royal African Company was granted charter in 1672 and began taking colonies to the British colony in Jamaica.

The original capture of slaves was almost always violent. As European demand grew, African chieftains organized raiding parties to seize individuals from neighboring societies. Others launched wars specifically for the purpose of capturing slaves

Factors that facilitated the acquisition of slaves

  1. Existence of the institution of slavery in West Africa where the war captives, adulters, witches, the weak, debtors and murderers were enslaved
  2. Availability of firearms to precipitate warfare and capture of the conquered as slaves.
  3. Existence of well defined trade routes easily used by the slave merchants to access the

interior slave markets.

  1. The great demand for slaves in the New World (Latin America) and North America.

Ways of obtaining slaves

  1. a) Selling of domestic slaves in exchange for goods like beads, guns, glass etc
  2. b) Selling of criminals, debtors and social misfits in society by the local chiefs to the Arab slave traders.
  3. c) Prisoners of war could be sold off.
  4. d) Porters were sometimes kidnapped, transported and sold off to the Arab traders.
  5. e) Raiding villages, this would begin at night with gun shots and people would scatter consequently leading to their capture.
  6. f) Through inter tribal wars many Africans become destitutes and these would be captured by the slave traders.
  7. g) Tax offenders were sold off by the African chiefs.
  8. h) They were also captured through ambushes during hunting, travelling and gardening.
  9. i) Slaves would be acquired from the main slave trade market in Zanzibar.
  10. j) Other Africans are also said to have gone voluntarily in anticipation of great wonders and benefits from the new world.Following capture, slaves were force- marched to the coast to holding pens where they were oiled and fed ready for inspection, before being loaded on ships. Prices of slaves depended on sex, age and size.The slaves were bartered for guns, alcohol, gun-powder, cloth and different metals.

Two trading systems were used:

  1. a) Factory system where political authorities allowed Europeans to establish permanent

coastal baracoons or fortresses where slaves were kept in bulk as they awaited

shipment. This method was only used by chartered companies as t was expensive. It was also only viable in Dahomey where slaves were in large numbers.

  1. b) Private trading. Sailing with vessels down the coast, and then stopping at different points to purchase slaves until there was enough cargo.The slaves were branded before loading them into the ships ready for the trans-Atlantic journey which was called the “Middle Passage”. The ships were filthy, hot, and crowded. By 1654, some 8,000-10,000 Africans each year were undergoing the Middle Passage. The moment of sailing is described as the most traumatic. Many Africans revolted during the middle passage in a bid to escape. For some jumping overboard was more preferable than their ‘blood being turned into red wine, bones into gunpowder, skins, into black leather shoes and flesh -the Whiteman’s meat’ as they believed.

Factors which led to the development of the trans-Atlantic slave trade

  1. a) Increased demand for slave labour by European countries led them to West Africa where they were available in large numbers.

Dangers of Middle Passage

Suicide

Disease

The mortality rate averaged between 13 and 33 percent of the slaves and the crew. “If the Atlantic were to dry up it would reveal a scattered pathway of human bones marking the various routes of the Middle Passage.”.

  1. b) Greater preference for African slaves by the slave traders since they were thought to be more strong and resistant to tropical disease and could cope with stress easily.
  2. c) West Africa had well defined interior routes which enabled establishment of earlier strong trade links by the Europeans. There were also vast trade goods like gold, palm oil and ivory.

This stimulated the development of trans-Atlantic trade.

  1. d) African chiefs had developed a taste for European goods like cloths, firearms and glass enabling exchange for slaves, gold ivory and palm oil. There was also existence of the institution of slavery in West African communities.
  2. e) The introduction of firearms facilitated the capture of slaves and hence their increased supply.
  3. f) The exploitation of minerals and establishment of plantations in the Americas pushed demand for slaves to higher levels hence trade with the region expanded.
  4. g) The increased demand for raw materials to feed the growing industries in Europe led to increased demand for slaves in cotton farms in the Americas.
  5. h) The rivalry between the Portuguese and the Spaniards and with the Britons over the control of slave trade pushed the trade to a higher new level.
  6. i) The fact the trade was very lucrative led to its further expansion.
  7. j) Improved technology which meant ability to construct greater capacity ships. Th is enhanced transportation of more slaves from West Africa and thus development of the trade .

 

Impact of trans-Atlantic trade on the people of West Africa

  1. a) It caused immense suffering to many people.
  2. b) It led to forced emigration of about 10 million people to the Americas between 1500 and 1888.
  3. c) Many slaves died between capture and arrival to their destinations.
  4. d) Depopulation occurred in areas where slaves were taken from. This led to underdevelopment since the young and productive people were taken away.
  5. e) African traditional industries were destroyed by the sale of cheap manufactured goods from Europe.
  6. f) There was increased conflict between communities especially where the gun was used. This led to destruction of property during the inter-community wars.
  7. g) Many African communities were weakened and were left unprepared for the scramble and partition of Africa which soon followed.
  8. h) It led to rise and growth of states e.g. Asante, Dahomey.
  9. i) It led to founding of Liberia and Sierra Leone as settlements for slaves who were
  10. j) It led to changes to social roles; women became the heads of their families due to the enslavement of men.
  11. k) Some African cultures spread to the Americas e.g Jazz Music and samba dancing styles of Brazil and even witchcraft.
  12. l) The trade led to the rise of the mullato population. E.g in Senegal, where they are mainly found in Goree and Dakar, as a result of the intermingling between the European traders and the African women.
  13. m) It contributed to the decline of the trans-Saharan trade and the colonization of West Africa.

Economic impacts of slave trade

  1. a) It led to introduction of new (manufactured) goods in West Africa which undermined many indigenous technologies like smithing and medicine.
  2. b) Africa was depleted of her vital manpower that was greatly needed in agriculture and defence. This led to economic retardation.
  3. c) Destruction of African property during the slave raids.
  4. d) Led to the eventual decline of the Trans Atlantic trade at its abolition.
  5. e) Stimulated development of ports in West Africa and in Europe.
  6. f) African leaders accumulated a lot of wealth e.g Dahomey, jaja, Asantehene.
  7. g) It led to development of European economies. A number of large cities grew along the coastal ports. For example Glasgow, Bordeaux Liverpool and Nantes.
  8. h) Growth of industrialization in Europe as the slave labour ensured constant flow of raw materials into the industries.
  9. i) Some of the slave dealers accumulated enormous wealth. For example, the merchants like Barclays Brothers and sailing companies like Lloyds.
  10. j) The trade led to the expansion of plantation farming in USA (cotton and sugar plantations) which relied on slave labour.

Decline of the trans-Atlantic slave trade

In 1807, the British government made a decision to abolish slave trade.

Factors that led to the abolition of slave trade;

  1. a) Rise of humanitarians in Europe such as Christians and scholars condemned it on moral grounds. The missionaries wanted it to be stopped because they wanted good conditions for the spread of Christianity. The formation of the humanitarian movements in Engl and aimed at stopping all kinds of cruelty including slave trade, flogging of soldiers and child labour.
  2. b) Industrialization in Britain was one of the main forces behind the abolition .E.g. Britain industrialists urged its abolition because they wanted Afri cans to be left in Africa so that Africa can be a source of raw materials for their industries, market for European manufactured goods and a place for new investment of surplus capital.
  3. c) Formation of Anti-slavery movement and the abolitionist movement in 1787. Its chairman was Granville Sharp and others like Thomas Clarkson, William Wilberforce who gathered facts and stories about the brutality of slave trade and slavery to arouse public opinion in Britain.
  4. d) The attainment of independence by USA in 1776 left Britain in a dilemma since she had no colonies where she would take the slaves to work.
  5. e) The French revolution of 1789 and the American revolution of 1776 emphasized liberty, equality and fraternity (brotherhood) of all human beings. As a result, people began to question whether anyone had a right to deprive fellow man of his liberty when he had done wrong.
  6. f) The British desire to protect their national interests, British planters wanted slave trade stopped to avoid competition with other European planters .This is because other planters were producing cheaper sugar, British sugar accumulated hence the need to stop over production.
  7. g) The closure of the American slave market after the defeat of the South American states in the American civil war of 1865 left the slave dealers with no market for their slaves.
  8. h) The rise of leading London economists with new ideas e.g. Prof. Adam Smith(challenged the economic arguments which were the basis of slave trade when he argued convincingly that hired labour is cheaper and more productive than slave labour, Rousseau spread the idea of personal liberty and equality of all men.
  9. i) Influential abolitionists like William Wilberforce (a British member of parliament) urged the British government to legislate against the slave trade in her colonies. They in turn influenced public opinion against slave trade.
  10. j) The ship owners stopped transporting slaves from Africa and began transporting raw materials directly from Africa and America to Europe, which led to a decline in slave trade.

TRANSPORT

Definition of Transport

Transport is the movement of people and from one place to another.Transportation is usually classified by the medium in which the movement occurs. For example, land, air and water transport.Transport can be categorized into traditional and modern means.

  1. a) Traditional means of transport.

The means of transport at this category were land and water evolved.

Land transport

People move on land either by walking or by using other human powered transport. People also use domestic animals as a means of transportation

Human transport

Human powered transportation included carrying goods on their backs, heads and shoulders. Africans were used as porters during the slave trade. Human porterage still goes on in the modern society.

Limitation of human porterage

 Human porterage was cumbersome, slow and tiresome.

 Humans Carry limited amount of goods at particular time.

 It is not convenient over long distances.

Animal transport

Early human beings used the domesticated animals to carry loads on their backs or pull carts. Such animals are referred to as pack animals.In 500 AD a paddled collar was devised that rested on the animals’ shoulders. In 200 AD saddles were introduced in Egypt. Horse shoes were introduced in 700 AD

Donkey\Ass

The first animals to be used as pack animals; they were used in Egypt as early as 3400bc to carry weight upto 80kg. They were commonly used in the trade between Nubia and South Sudan. In Ukambani today, donkeys are used to fetch water.

Oxen

Referred to as draught animals used for ploughing and pulling carts and also transportation of goods and people.

Horses

They were first rode but were later trained to pull wagons, chariots and passenger coaches. In the Roman Empire, they carried soldiers during war. (Soldiers on horseback are referred to as cavalry.

Disadvantages of horses

  1. a) It is highly susceptible to diseases.
  2. b) It cannot survive in tsetse fly infected areas.
  3. c) The weight limit of the load it can carry is 120kg
  4. d) They are not suitable in arid and semi-arid areas because they need a lot of water.

NB; – horses are mainly reared by the rich as a symbol of high social status.

Mules.A crossbreed of a horse and a donkey, they are sterile and carry loads upto 110kg.they are mostly used in mountainous areas in central and southern Europe and in Mexico.

Camels

It is referred to as the ship of the desert.

What makes a camel ideal in desert transport?

  1. a) It has a unique ability to survive for long without food and water.
  2. b) They have an incredible water storage capacity, they do not sweat lose much moisture.
  3. c) They have broad padded, two toed feet ideal for walking on desert sand.
  4. d) The nostrils have flaps which keep away sand during sandstorms.
  5. e) Its fur is thick enough to protect it from the sweltering desert heat by day and ext reme cold conditions at night.
  6. f) The hump contains a lot of fat which the camel uses when it goes without eating

Camels were commonly used during the trans-Saharan trade. They are in use in Kenya today among the Galla and Somali carrying weight upto 200kg.

Llamas and alpaca.

Members of the camel family found in central and south America. They carry load upto 40 kg.

Elephants

They are used in Asia to carry people and heavy loads upto 250kg. In India, they were used to transport people and goods during war in 2500BC.

In Africa they were used in warfare in 270BC.

Water Buffalo.

A member of the cattle family and the only type of buffalo that has been domesticated. The cape buffalo of Africa and the Pygmy buffalo of Philippines have not been domesticated. It isused to pull ploughs and do other heavy work in India and south East Asia.

Reindeer

A long-horned deer family breed used in the cold parts of Canada, Sweden and Norway for riding and transportation. It also provides milk, meat, hides and horns.

Dogs

Dog types like Bouriers were used to pull small carts and sledges, especially in the Arctic thus making transportation of gods and people easy. Dogs are also used in guiding blind people in sports and as pets at home.

 

 

Advantages of animal transport

  1. a) Pack animals can be used in largely inaccessible areas. The Llama, for example is used in the mountainous areas with narrow and meandering paths and steep cliffs. The camel is well adapted for deserts.
  2. b) Animals are cheap to maintain. They attract very little maintenance costs, since only feeding costs are incurred.
  3. c) Pack animals are safe as accidents are rare probably because they do not speed..
  4. d) Animals help to maintain the ecological balance since they do not interfere with the environment.
  5. e) Pack animals are capable of sensing danger. For example, horses and dogs can sniff out an enemy from a distance. This enhances security as dangerous confrontations with an enemy can easily be avoided.

Disadvantages of animal transport

  1. a) Animal transport is slow and tedious. The animals need to feed and drink along the way.
  2. b) Pack animals may be attacked by wild animals, disease- causing insects such as tsetse-flies and disease.
  3. Their movement is limited to the day only and cannot travel at night.
  4. They can only carry small loads as compared to vehicles.
  5. Some pack animals such as donkey are stubborn when tired and heavily loaded. The camel is only suited for the desert.
  6. Pack animals use is limited to short distances as they fatigue when they travel for long.

The wheel

The wheel was invented in sumeria at about 3000bc. By 2500BC, they had invented the spoked wheel used on horse drawn chariots. The chariot was used in Mesopotamia at around 2000BC and later spread to Egypt, Persia, Rome, china, Africa and Europe.

The cart or wagon pulled by humans or animals was the first wheeled vehicle. The wheeled wagons and carts created the need for roads

Today many types of wheels are in use. For example, the steering wheel for cars, turbines for jet engines and gyroscopes used in the automobile pilot technology.

Ways in which invention of the wheel impacted on road transport

  1. a) More roads were constructed to use wheel vehicles for transport
  2. b) Road transport became faster and efficient
  3. c) Bigger loads could be carried hence was cost effective – profitable
  4. d) It made the use of motor engine driven vehicles possible
  5. e) It enabled man to move over long distance to disseminated ideas and interact.

Water transport

Water transport has progressed from early rafts and canoes to the modern large passenger and freight ships.

 

Rafts

A raft is a simple floating structure, usually made by tying together floating material like animal skin, papyrus stalks or logs. The earliest people to make rafts were the Australians. They made rafts called catamaran by tying logs together. Long poles were then used to drive the raft.Rafts however sank easily and required a lot of manpower upstream. A canoe was a narrow boat that was propelled by one or more paddles. The oldest canoe was made by stripping the bark from trees (bark canoes). Later a new canoe was made from a hollow on a log (dug-out canoe).In Kenya, canoes are used for transporting people and goods and for fishing in inland lakes and rivers.

Oar-driven boats

Boats are small vessels for travelling on water and are powered by oars, sails or motor. The Egyptians pioneered in the building of boats that used oars (a short wooden pole with a flat end) instead of paddles in 3000BC. The Phoenicians, Greeks and the Romans developed oardriven trading vessels and warships.

Sailing ships.

Humankind learned that the wind could move a boat more easily than human beings if the ship had a piece of cloth fixed on poles (sail). The Egyptians used the sailing ships by 3000BC on the Mediterranean and Red seas. The Greeks made sailing ships known as galleys which were used for trade and war. They used war galley known as triremes to defeat the Persians and Phoenicians.Sailing ships were depending on monsoon winds discovered by Hippalus. The Arabs and Persians relied on the monsoon winds to reach the east African coast.The Portuguese invented a three-masted ship called a caravel as the one used by Christopher Columbus and other explorers to sail to America and the Far East. The Carrack used by Vasco da Gama was five-masted to sail to east Africa. Ferdinand Magellan became the first person to sail around the world using a Sailing ship

Fast sailing ships called clippers were made in 1840s in America. It was a long and narrow ship with sharp bows and almost straight sides.However, sailing ships could not sail on windy days and seasons. Some communities however still use sailing ships upto today for sports, fishing and leisure.By the 12th c AD, the magnetic compass was being used in navigation aid

Factors that led to the development of various forms of transport

  1. a) Technological development during the scientific age which enabled man to invent machines which could be used to manufacture various parts of cars , rails, airplanes, ships and motor boats.
  2. b) Expansion of geographical knowledge encouraged the development of transport so as to enable man to search new places faster and more safely.
  3. c) Introduction of specialization as a means of production which necessitated exchange o goods and services which could only be made possible through development of transport and communication.
  4. d) Population increase hence demands for more food and goods hence the need for essential transport system.
  5. e) In order to satisfy the desires of man there was need to develop a system of transport that would enable man to get the goods and services he needed so much.

Modern means of transport

Road transport

The invention of the wheel stimulated the construction of roads. The Roman soldiers built hard and straight roads all over Europe and North Africa by around 300 BC. The roads were built by digging a trench, 1.5metres deep which then would be packed with heavy stones or rocks. Rough and fine concrete was added to the foundation, then layers of gravel, chalk and cement. The road surface was slightly convex with deep trenches on the sides. Roman roads declined with the fall of the Roman Empire.Attempts to built better roads in Europe in the 18th c were made by George Wade (1673- 1748) built 400km of roads and John Metcalfe (17171-1810) built 290km of roads.However modern road construction is attributed to John McAdam (1756-1836). McAdam laid three layers of small broken stones packed tightly together. He then placed a layer of gravel which was bound together by the weight of a vehicle. These roads were called the flexible road or macadamized road. These roads were straight and had a smooth surface. They were widelyused all over the world. They have curved surfaces and had a Good drainage system. They are cheap and durable.The roads were later improved by adding tar to produce a water proof surface called tarmac. By 1820, Britain had built 200,000km of road.

Advantages of macadamized roads

  1. a) They were durable with three layers of small broken stores
  2. b) They were cheap to construct using stones as the basic material for construction
  3. c) They had a smooth motoring surface since the gravel layer was bound together by the weight of vehicles
  4. d) They were straight hence reduced occurrence of accidents
  5. e) They were easily drained due to their smooth surface and being raised.

The bicycle

In 1790, a Frenchman, de Divrac made the first bicycle which was pushed with the feet thus called a walkalong. A german named Baron Karl Drais invented a walkalong called draisine which had a steering bar connected to the front wheel.In 1860, Ernes Michaux, a French locksmith, invented a bicycle with two wheels and pedals attached to the front wheel.In 1866, Piere Allement a Frenchman, was given the first patent on a bicycle, boneshaker. It had iron wheels fixed to wooden spokes. In 1873, a bicycle named a high-wheeler was introduced in England. The firs bicycle in England was made by Kirk Patrick Macmillan of Scotland.James Starley is referred to as the father of the cycle industry. In 1870, he invented the tension spoked wheel in which the rim and the hub were connected by wire spokes.John Dunlop invented the tyre filled with compressed air in 1888 which replaced the iron tyres and solid rubber tyres.In 1893, a bicycle with a diamond shaped frame with a roller-chain-drive and a compressed air wheel was invented.The bicycle is today used all over the world not only for transport, but also for sporting and leisure activities. The advantage of a bicycle is that it easily used on narrow paths and on a fairly level surface. It is also cheap and convenient.

Motor vehicles

These are self-propelled power-driven land transportation devices used to transport people or goods, especially on land. The device converts fuel into energy to provide the power for the vehicle to move.The first attempt to power drive devices was the suggestion by a Swiss clergyman J.H Genevoisin 1760 that wind springs be used to move wheels on roads.However the making of an engine that could drive a vehicle is attributed to a French engineer, Nicholas Joseph Cugnot (1725- 1804). He built a three wheeled steam-driven vehicle in 1769, though he abandoned his experiment prematurely.

In 1883, a German, Gottlieb Daimler (1834-1900) produced a high speed petrol engine which he fitted on a wooden cycle in 1885. Karl Benz (1844-1929) fitted the same engine on a w tricycle in the same year.In 1886, Daimler made the first petrol driven car with four wheels. Benz built the first four wheeled Benz car in 1893. In the same year, an American, Charles Duryea (1862-1938) built the first gasoline powered automobile. The tyres made by Dunlop were fitted on these cars to make them more comfortable.The first car in the motor industry, Panhard-Hevassor, was made by a French company which had bought the rights to use Daimler’s engine.In 1903 in USA Henry Ford founded the Ford Motor Company in Detroit leading to mass production of cars in the world. For example the model TFord was developed in 1909.Students read more on the motor vehicle inventions.

Impact of road transport

  1. a) Roads have promoted trade within and between countries since goods are transported by road to various markets. This case is true in east Africa.
  2. b) Road transport has stimulated industrial development as raw materials to factories and manufactured goods to the market are easily transported.
  3. c) Development of towns and urban centres along roads has been as a result of improved road transport.
  4. d) Many countries earn a lot of foreign exchange from the sale of motor vehicles. For example Japan, Germany and USA.
  5. e) Employment opportunities are created as many people work in the motor vehicle industry while others are employed to construct and maintain roads.

Advantages of road transport

  1. a) Since it is the commonest mode of transport, it reduces the cost of movement of goods and people as well as promoting social interaction.
  2. b) It is cheaper compared to other forms of transport. Roads are easier to construct and maintain when compared to railway transport.
  3. c) It is faster when compared to water and railway transport unless in the case of electric trains.
  4. d) Roads are flexible and link with other forms of transport such as water, railway and air.

Disadvantages of road transport

  1. a) The high number of accidents on roads leads to loss of lives.
  2. b) Road transport is responsible for pollution which causes environmental degradation.

Key notes for the teacher and students- @Cheloti 2012-2013  20

  1. c) Due to an increased number of vehicles on roads, traffic congestion is a major concern in most urban cities and towns.
  2. d) Roads may sometimes inconvenience the users when they become impassable.
  3. e) The quantity of goods carried is limited as roads cannot carry bulky goods compared to the railway.
  4. f) The use of roads is limited to specific areas. It cannot go beyond land e.g across the sea or lake.
  5. g) Construction of all-weather roads is expensive. Developing countries find themselves constrained by limited resources that are needed to construct all-weather roads.

Rail transport

Railway lines are paths of parallel metal rails that allow a wheeled vehicle to move easily by reducing friction. Initially, they were used in 1800s to guide horse drawn wagons. Later the steam engine replaced horses as the means of transport.The development of modern railway was a gradual process that started in Britain and Germany with the use of wooden rails.A British engineer, Richard Trevithick (1771-1833) designed a steam engine that was small enough to be put on a truck. This he fitted on a railway locomotive which he had bought in 1804 to pull a cargo and passenger train in south Wales.

Fenton, Murray and Wood of Leeds built the John Blenkinsopp locomotive in 1812.

William Hedley built the puffing Billy in 1813.George Stephenson (1781-1845) a coal miner in Newcastle, England invented a locomotive engine called the Blucher which pulled eight laden wagons in 1814. He also built the world’s first public railway between Stockton and Darlington near Durham in 1825. In 1829, Stephenson and his son, Robert, built the most improved engine, the rocket, which had a speed of 48 km per hour. In 1830, he built the Northumbrian and the planet.In 1825, in the United States, Colonel John Stevens built a tiny experimental locomotive. In 1929, a major railway was built by the Delaware and Hudson Canal Company to serve a coal mine.Germany and Belgium had railroads by 1835, Russia by 1837, Spain by 1848 and Sweden by 1856.In 1892, a Germany Rudolf Diesel designed a heavy oil-driven-engine which replaced the steam engine. It was cheaper and efficient.The first diesel railcar was used in 1913 in Sweden. Later diesel engines were replaced with electric engines which was an invention of the Siemens Brothers and John Hopkinson in Britain in 1883. The electric train from Paris to Lyon covers a distance of 212 km in one hour.Railway transport has remained a major mode of passenger travel. In Europe and Japan, major cities are connected by high speed passenger trains such as the French TGV (Train a’ Grange Vitesse) and the Japanese Shinkansen trains travelling at a speed of 300km/h.

Results of railway transport.

  1. a) It has promoted the movement of people thus leading to increased social and cultural interaction. People can migrate easily in Europe thanks to the faster electric trains.
  2. b) It has promoted trade as goods, light, heavy or bulky, are transported efficiently to the markets. It also supplements the use of other forms of transport.

Key notes for the teacher and students- @Cheloti 2012-2013  21

  1. c) It has stimulated industrial development since in dustrial products and raw materials can now be transported faster and in large quantities.
  2. d) Railway transport has stimulated the growth of urban centers. In Kenya for example, urban centres like Nairobi, Kisumu, Mombasa and voi either developed along the railway line or at the terminus.
  3. e) It has facilitated the spread of religious faiths and political This was the case in Kenya during the period of missionary work and colonization. In a way railway transport therefore facilitated European occupation of overseas colonies.
  4. f) There has been a significant improvement in agriculture since agricultural goods are transported more easily and faster using the railway.
  5. g) It has been a source of employment for many people I maintenance, engine driving etc.
  6. h) It has facilitated the exploitation of natural resources like mining, fisheries and forestry. The raw materials from these resources are transported faster using the railway.
  7. i) Railway transport has stimulated economic growth since it is a source of revenue for many governments.

Disadvantages of railway transport

  1. a) It is expensive to construct. The wagons are also expensive to buy and maintain.
  2. b) Railway transport lacks in flexibility. It can only pass through certain landscapes.
  3. c) Smoke emitted from the trains lead to environmental pollution.
  4. d) Railway accidents might be rare but when they happen, they are fatal. This was the case in Kenya in 1998 when 200 people lost their lives.
  5. e) Railway transport is not self sufficient. T has to be supplemented with road transport.

Water transport

Canal vessels

A canal is an artificial river that is used to transport people and goods. It may be built to link a ricer and a lake, sea or a sea with a sea. Apart from transportation, their water may be used in irrigation like in the case of River Nile.Canals have been used for centuries for transportation. The earliest canal was built by the Europeans nearly 4000 years ago to link the river Nile and the Red sea.The longest canal, the Grand Canal in china is bout 1900km long and it links the Yangtze and Yellow Rivers.Canal building in Europe was pioneered by the Romans who built them for transportation, irrigation and drainage. The Dutch, British and the French also constructed elaborate canals.Canal building in the US began in 1817 and ended in 1825 with the construction of the Erie Canal which is 845 km long connecting Hudson River with Lake Erie. It is now known as the New York State Barge. Up to 1840, 4,800 km of canals had been constructed in USA.Another type of canals is the ship canals, for example the Suez Canal, Panama Canal and Kiel Canal, which are deeper. The Suez Canal in Egypt is 195 km long and links the Mediterranean Sea with the red sea. It was constructed between 1859 and 1869 by a French company under. Ferdinand Lesseps. The Kiel Canal links the North Sea and the Baltic Sea. The Panama Canal was built by the USA Government between 1904 and 1914 linking the pacific and Atlantic oceans. It is the most important canal as it shortened the long and dangerous trip around the southern tip of south Africa.  The St. Lawrence Seaway is the longest and most important inland waterway system in North America. It is 3,800 km long and was completed in 1855 in USA and 1895 in Canada.

Steamships

Steamships were made after the invention of the steam driven engine. The first attempt to make a steamship was made by Dr. Denis Papin of France when he fitted a steam engine to a boat and sailed along river Fulda in Hanover. In 1736, Jonathan Holls of Gloucestershire patented a steam tugboat but it was nev er tried.In 1774, Comte J B d’Auxiron of France experimented with a steamboat but also failed like Papin as it broke down.In 1775, C Perier became the first person to move a small boat powered by steam engine o river Seine in Paris.The first successful steamboat was built and tried out in1783 by a Frenchman called Marquis de Jouffrey on River Saone near Lyons in France.

In America, John Fitch built a steamboat in 1787. It was used on river Delaware between Philadelphia and Trenton. In 1809, William Symington and Miller Pat succeeded in constructing a wooden steamship that was used on the Forh-Clyde Canal in southern Scotland.In 1807, in America, Robert Fulton had invented a double  –paddle-wheeled steamboat known as Clermont which began operating on the Hudson River.

In1807, the phoenix became the first steamship that made regular voyage from Philadelphia to New York.In 1819, the savannah became the first ship equipped with a steam engine to cross the Atlantic Ocean.In 1853, the peninsular and oriental Line built the iron-screw steamer, Himalaya, the biggest vessel as at that time.John Elder invented a compound engine with two cylinders which reduced fuel consumption in steamships.

In 1838, Sirius sailed from London to New York, the Great  Western, without using sails crossed the Atlantic in 15 days from Bristol.In 1839, the Archimedes and the Robert F Stockton were built using Smith’s and Ericcson’s patent.The most important ship to cross the Atlantic was the Great Britain built by the Islamabad Kingdom of Brunei in 1843.

The first USA trans-Atlantic steamers were the Herman and Washington.The first merchant ship to be all-welded without any rivets in its hull was the MS Fullagar in 1920.

 

Importance of the discovery and use of the steamship

  1. a) Man could no longer depend on nature –wind for power. This made travel by sea easier and more comfortable.
  2. b) It led to expansion of international trade since transportation became cheap.
  3. c) Bigger volumes and varieties of goods could be carried including those that required special handling like petrol.
  4. d) It formed the basis for colonization as colonizers could move to other continents easily.
  5. e) It increased international migrations and spread of races, cultures, diseases, intermarriages, languages and religion
  6. f) It led to greater expansion of geographical knowledge. It gave access to countries bordered by sea.
  7. g) It led to expansion of world economies, industries, trade and commerce.
  8. h) Spread of plants and animals internationally.

Motor- Driven ships

With the invention of the internal combustion engine, oil replaced coal. The Caspian Steamer Wanal was built in 1903 was the first sizeable ship with an internal combustion engine.In the 20th c, the use of atomic energy (nuclear power) was developed. The first ship to use atomic power was the Nautilus in 1956. In 1961, an American merchant ship, MV Savannah, propelled by nuclear power was launched.There are two types of ships based on the service offered;

  1. a) The Liners operate regular scheduled services on defined trade routes charging advertised rates.
  2. b) The Tramp ships carry any suitable cargo between any two points based on a negotiated contract. They have no regular route or timetable.

Modern passenger Liners

The cruise ship, the most important passenger liner, is a specially designed vessel providing luxurious surroundings and entertainment to passengers. It is about 270 m and carries 2000 passengers. New passenger Liners were developed after World War II for example the American United States of 1952 and the British Queen Elizabeth 2 of 1969.

The liners were overtaken by the development of the aeroplane and airline transport and only a few remain today.

Freight Vessels

These are Special Ocean going ships designed for carrying large amounts of cargo.

Containerships transport large metal containers that have been pre-loaded with cargo. Some container ships carry over 6,800 containers.

Military Vessels

In 1859, the French launched Gloire, the first iron-plated ship. During the American civil war (1861-1865), two iron-plated ships were used.

In world war II, battleships, Aircraft carriers (can carry 85 aircrafts) , cruisers, destroyers, destroyer escorts(frigates), minesweepers, torpedo boats, landing craft and other support vessels were developed.

Hydrofoils and hovercraft

These are specialized water vessels (a hydrofoil has small wing-like surfaces called foils attached to the bottom of its hull that lifts the hull out of water when the hydrofoil accelerates. A hovercraft is lifted entirely off the water surface by a cushion of air and are propelled by giant air propellers or by water jets)

Ferries

These are vessels used to transport people, animals and vehicles over water in places where bridges would be inconvenient or impossible to build.

Motorboats and personal craft

These are small boats that are used for recreational purposes with either out boat motors or in boat motors.

Pipeline transport

This is a form of transport used to move liquids, gases or solid liquid mixtures over long distances. The most common liquid that is transported by pipeline in many countries is water. Others are oil and gas. Pipelines are also used to transport solids suspended in liquids such as coal slurry which consists of powdered coal suspended in water.

Air Transport

This is the fastest form of transport over long distances and continents. Different types of Aircraft exist.

Aeroplane

An airplane is an aircraft heavier than air that uses wings to obtain lift in order to fly thus transporting people, mail and cargo from place to place. They are also use in warfare.

The development of an aeroplane started in 1783 when a successful manned flight was made in France by two brothers, Jacques and Joseph Montgolfier using a hot air balloon.

Sir George Cayley, an English scholar and inventor, built model Gliders that could sail in the air in the 19th c. Later, Pilcher added wheels to the gliders in order for them to be towed into the air. By 1850, power driven planes were built. An English engineer, John String built and designed power-driven planes. In December 1903, An American astronomer, Samuel Langleys almost won the honour of perfecting the power driven airplanes, by making a full size airplane called the aerodrome. The plane unfortunately crashed in Potomac River before being launched. On 17th December 1903, two weeks after Langley’s failure, the Wright brothers, Orville and Wilbur Wright, produced the first manned power driven aeroplane at Kitty Hawk, North Carolina USA. Their machine was a wooden glider fitted with a petrol engine and two propellers. In 1906, a Brazilian-born aviation pioneer made the first officially observed European flight in a powered bi-plane.In 1909, Louis Bleriot of France became the first person to fly a plane across the English Channel in 35.5 minutes.

In 1915, the Germans used the first mono-plane during the First World War.

In 1919, John N. Alcock and Arthur W Brown flew non-stop across the Atlantic from New Foundland to Ireland.Later improvements in the plane were replacement of wood and cloth with aluminum and stainless steel, invention of a retractable gear that improved streamlining in planesBy 1920, plane speed had gone up to 303 km /h. in 1940; it was 755 km/h.The best known aviator in 1920s was Charles Linburgh who accompanied a non-stop flight from New York to Paris in 1927 in his single monoplane called the spirit of Saint Louis in 33 hours.In 1920, the first scheduled passenger service was made between Amsterdam and England by KLM Dutch Airlines.In 1930, the first pressurized plane was launched. The most popular passenger plane at that time was the DC-3 built by Douglas Aircraft Company. It had a capacity of 30 people and moved at a speed of 320 km.

The jet engine

The jet engine was invented by German engineers in 1939.the first jet powered airplane was the german Heinkel HE -178. The first practical jet fighter was the Lockheed P-8 developed in 1944.During the post war period, the jet engines were put to commercial use.. For example, the Boeing 707 flight which was launched in 1958 in USA. The Boeing 747 Jumbo Jet which entered the market in 1970 can carry 375 passengers, 20 tonnes of freight and move at a speed of 900 km/h.The Supersonic Loans Port (SST) is designed to fly at speeds of over 1180 km/h. the Russian TU-144 and the French – British Concorde are both SSTs and entered passenger market in 1972.

Helicopters

It is a type of airplane which obtains its lift from a set of rotor blades rather than fixed wings. The first successful helicopter was made in 1907 when a French helicopter left the ground for a few seconds.Germany made the first practical helicopter in 1936 while the United States Army unveiled its wartime helicopter in 1942.

Uses of helicopters

Lighter- than-air-vehicles

These include balloons relying on hot air and lighter than air gases like helium and hydrogen for lift.Airships that combine lighter than air gas bags with propellers navigation were initially   used for passenger traffic but their usage declined due to several fatal accidents. For example the disaster that befell the German airship, Hindenburg, in New Jersey in 1937.

The rocket engine

Rocket engines use fuel. They carry chemicals which enable them to burn their fuel without air supply. The first rocket engine to be used was by a German manufacturer, Fritz von Opel  in 1930. An American, R H Goddard also developed a modern rocket in Massachusetts in the USA. Factors which encouraged the development of air transport.

  1. a) The effect of the First World War- it increased demand of war planes-jet fighters and fighter planes flying over 600kph were manufactured.
  2. b) The arms race and the cold war which also made many countries to acquire many planes.-fear, jealousy and competition based on ideological differences.
  3. c) Desire for comfort among passengers and the need to transport perishables quickly.
  4. d) Expansion of international trade and desire for more wealth.
  5. e) Colonization and international migrations.
  6. f) The expansion of the tourist industry.
  7. g) Vast improvement in science and technology and growth of industries.

Results of air transport

1)  Air transport is a major global employer. The air transport industry directly generates 5.5 million jobs globally and contributes USD 408 billion to global GDP. It directly contributed USD 1,830 billion to world GDP in 2007 and generated 79 million direct jobs globally – 2.8% of total employment.

2)  Air transport is an important facilitator of international trade, thereby promoting economic growth and development. Forecasts suggest that the global economy will become even more dependent on trade over the next decade. World trade is expected to nearly double, rising at more than twice the rate of global GDP growth, with China, India and emerging markets leading the way.

3)  Air transport stimulates Tourism which makes a major contribution to the global economy.The air transport industry plays a major role in supporting tourism. Over 40% of international tourists now travel by air, up from 35% in 1990. At the same time, the WTTC estimates that foreign visitors account for just fewer than 25% of overall tourism spending around the world. This includes spending by business travelers, as well as those on leisure trips or visiting friends and relatives.

4)  Air transport is a significant tax payer. Unlike other transport modes, the air transport industry directly pays for its own infrastructure costs. The user charges collected by airport operators pay both for the day-to-day services they provide to airlines and their customers, and also for the massive investment in runways, terminals and other infrastructure required for a modern, efficient air transport service. In addition, companies in the air transport industry make significant tax payments to national treasuries.

5)  Air transport expands the range of consumer choices and opportunities to visit other countries and  to experience new cultures.

6)  Air transport delivers humanitarian aid. Air services play an essential role in humanitarian assistance to countries facing natural disasters, famine and war – through cargo deliveries, refugee transfers or the evacuation of people trapped by natural disasters. They are particularly important in situations where access is a problem – for example, ‘air drops’ are among the first response of aid agencies to stem a humanitarian crisis.

7)  Air transport also plays a vital role in the rapid delivery of Medical supplies and organs for transplantation worldwide.

8)  Air transport provides access to remote areas. Air transport provides access to remote areas where other transport modes are limited. Many essential services, such as food deliveries, hospitals, education and post, would not be available for people in such locations without air services. And residents would be isolated from family, friends and business contacts.

9)  Air transport has improved security as soldiers can be flown to troubled areas. Aeroplanes are also used in espionage

10)  Air transport has led to improvement f space exploration. Satellites are used to study objects in space such as stars and planets.

11)  Air transport has promoted international cooperation and understanding. People from different countries can exchange ideas..

12)  It has provides the fastest means of transport for passengers and goods thus increasing cultural and social exchange.

13)  Aeroplanes are used to break hail in order to cause rain.

14)  Plans and other aircraft have added to variety to sporting and entertainment. E.g the staging of fighter plane shows in public holiday celebration.

15)  Aircraft has revolutionized warfare especially during the Second World War when countries began using panes in warfare.

16)  International terrorism has been facilitated in the recent past by aeroplanes. Incidents of planes being hijacked are becoming common in the world today.

17)  Air transport contributes to environmental pollution due to waste discharged by the burning fuel. Jets cause noise pollution.

18)  Air transport has enhanced agriculture as planes are used to spray and dust insecticides on crops in the case of large scale farming. They are also used in quick delivery of perishable farm produce from horticultural farms.

19)  Planes assist in fire fighting, inspecting fence lines and power cables and border patrol.

20)  Aeroplanes are used in making aerial survey in cartography thus improving map making.

21)  Air transport enhances wildlife management and conservation. Counting of animals by wildlife officers is one used planes.

22)  In meteorology, air transport has enhanced weather survey.

23)  Air transport sometimes leads to deaths of many people when fatal accidents occur. For example, the mid-air blow-up of the trans World Airline plane over the Atlantic ocean in July 1996, the 5th may 2007 crashing of a Nairobi –bound KQ 507 moments after leaving Duala international Airport in Cameroon killing 114 passengers.

Space exploration

This is the attempt by scientists to reach the heavenly bodies namely the stars and moon to learn more about them and their importance to man as a whole.

Space age refers to the period in which the exploration of space became possible. It began with the launch of the first artificial satellite in October 1957 by the soviet union – Sputnik.The first human to go to space was a Russian Major Yuri Gagarin using Vostok I in April 1961. Inthe same year an American, John Glenn also went to space.Neil Armstrong, an American Became the first man to land on the moon in July 1969 in his space craft, Apollo II. He was accompanied by Edwin E Aldrin Jr and Michael Collins. Many other have toured the moon since then.Later on a space shuttle was built. The first space shuttle, Columbia, launched in 1981, carried two American astronauts, John W. Young and Robert L Crpens. In 1983, the space shuttle, challenger released a satellite into space. One of the crew members, Sally K Ride became the first woman astronaut to go to space.In 1984, Kathryn D Sullivan became the first American woman to walk in space .By 1988, there were 300 operating satellites in space while 1200 were not functioning.

Challenges facing space exploration

  1. a) Deadly hazards like cosmetics and solar radiation and micro meteorites dangerous to spacecraft.
  2. b) Hostile natural environment which is unsuitable for human life making it very expensive.
  3. c) Extreme temperatures and light intensities. Extreme darkness and brightness.

Such difficulties have been overcome through development of new tools and techniques for space navigation.

Importance of space exploration to man

  1. a) Spacecrafts continue to provide information about conditions in space in particular about the weather.
  2. b) Reports derived from weather satellite can act as warning systems about impending storm.
  3. c) It helps us to gain more knowledge about our planet earth. e.g. a scientific satellite known as Vanguard 1 sent back pictures, which showed that the earth was slightly pear-shaped.
  4. d) Communication satellites like the Telstra and Relay have made it possible to send television programmes and telephone calls over much longer distances.
  5. e) In 1965, the US achieved another momentous feat in space communication. The mariner4 in a deep space probe sent back pictures of mars that were taken as it passed the planet.
  6. f) Some space exploration offers possibilities without limit. Planets themselves may have metals and other resources that men on earth need.
  7. g) Information about outer space may make it possible to make rain and make long-range weather forecast more accurately than before.
  8. h) Some scientists are optimistic that space research might make it possible for human beings to settle on some planets; so far, we are not very definite about this.
  9. i) Humankind can benefit from medicine prepared under ideal conditions on the planet namely dust free and germ free medicine.
  10. j) Space exploration enhances technological development.
  11. k) It facilitates own understanding of the universe.
  12. l) It leads to improved manufacture of aircrafts, telescope and related machines.
  13. m) Contributed to development of advanced air force weapons.

Advances in transportation

Africa’s first high speed train system, the Gautrain, was officially lanced in Johannesburg on 8th June 2010 to connect the cities of Johannesburg and Pretoria with a 160 km/h rail service.

Effects of modern forms of transport

  1. a) It has made local and international trade more efficient. Trade in perishable goods such as flowers and vegetables have been expanded thanks to air transport.
  2. b) Population migration and settlement all over the world has been encouraged using the means of transport.
  3. c) It has facilitated the quick transfer of technology and ideas as people interact
  4. d) It has made industries more efficient. Raw materials, industrial workers, and manufacturedgoods are transported to their destinations cheaply and quickly.
  5. e) It has promoted tourist industry which is a major foreign exchange earner in many countries. Accessibility to tourist attraction sites has greatly improved.
  6. f) It has generated employment opportunities to many as road constructers, drivers, pilots and mechanics.
  7. g) It contributes additional revenue to the government. Countries charge toll fee, license fee and fuel levy.
  8. h) Air transport enhances space exploration.
  9. i) Has contributed to the growth of the service sector like banking and insurance.
  10. j) Transport has promoted humanitarian assistance particularly in disaster situations, e.g distribution of relief food, medical services and evacuations during catastrophes and wars.
  11. k) It has led to growth of schools and hospitals and social amenities. In Kenya most schools and hospitals are located along transport routes.
  12. l) It has led to agricultural development. Farmers have been able to increase food production since they can transport farm produce and inputs more efficiently and effectively.
  13. m) It has stimulated the growth of urban centres. Towns such as London, Nairobi and Harare started off due to their location along transport roués. The towns have also grown due to their transport function.
  14. n) Transport has enhanced political control in countries. National security has been enhanced due to accessibility of many areas of a nation.
  15. o) Transport facilitated colonization of Africa and Asian countries. Railway systems helped them to conquer and suppress local resistances to facilitate easy administration.

Negative effects of transport.

  1. a) Transport systems are responsible for many accidents in world leading to loss of lives. The Mtongwe ferry accident in Kenya claimed 257 lives in 1994; a plane crash in Ngong in 2012 killed the minister for internal security professor George Saitoti and six others.
  2. b) Transport is responsible for environmental pollution. Different forms of transport emit poisonous gases to the atmosphere. Oil –tankers cause oil spills in the sea s leading to marine pollution.
  3. c) Unless they complement each other, different forms of transport are unreliable. For example, water and railway transport have to be complemented by road transport.
  4. d) The growth of international terrorism has been attributed to transport network.

Communication

Definition

This is a Two-way process of reaching mutual understanding, in which participants not only exchange information but also create and share ideas and messages.Communication includes writing, talking and Non-verbal communication (facial expressions, body posture, or gestures.

Traditional forms of communication.

The methods of communication that were used in the traditional society included;

Gestures

These are signals or body movements intended to pass a message. The person to whom the gesture is directed must know the meaning of the gesture. It is sometimes referred to as sign language.(a combination of gestures that simulate actions or a sound)

Body language

Sometimes gestures are used to enhance and emphasize speech. They are used where silence is required yet communication is vital like in operating theatres, and in traffic control.

Verbal communication-language

This is the commonest form of communication among human beings involving the use of sound (spoken language) in combination with some gestures or alone, to express messages.There are over 6000 distinct languages world today.

Signals

The use plants on the roadsides, the shaving of hair, physical marks on one’s body or property are means through which communication is passed to others.

Fire and smoke signals

Fire and smoke signals were used to send quick and urgent messages. Fire and smoke signals were coded such that strangers could not interpret the message correctly. They were commonly used in warning people of an impending danger.The Jews used fire signals (torch light) to proclaim their feast days on mount Olives.Fire and smoke signals were always sent at night.

Advantages of using fire and smoke signals

  1. a) Fire and smoke signals Conveyed messages faster than a messenger.
  2. b) Confidentiality of messages was upheld since the messages were coded and could not be interpreted by strangers.
  3. c) It was a cheap method of passing a message.

Disadvantages of fire and smoke signals 

  1. a) Messages could not be sent over long distances.
  2. b) Ranges of messages passed were limited.
  3. c) It was restricted by weather conditions/smoke is useless in cloudy and misty days. It is difficult to set fire in wet conditions. Smoke could be blown by wind.
  4. d) It was of little use if no one was on the look out to see and interpret.

Drumbeats

In drumbeating as a means of communication, each beat was coded for relaying different messages. For example there were different beats for ceremonies, announcing funerals, meetings, declaration of war, arrival of strangers and impending attack.Once the initial beat was heard, the other drummers could pick up the beat in different areas thus spreading the message very quickly.

Advantages of drumbeating

  1. a) Drumbeats could relay a wide range of messages-different beats could convey different messages. E.g. death, danger, festivities.
  2. b) In most cases drum beating could be used at any time both day and night whereas smoke signals could only be used during the day.
  3. c) Drum beats relayed specific messages whereas smoke relayed general messages.
  4. d) Drum beats could be used all seasons whereas smoke signals could not be used during certain seasons e.g. when it is raining.“
  5. e) Drumbeats could convey messages over wide areas.
  6. f) Messages by drumbeat were conveyed faster compared to smoke signals.

The major disadvantage of drumbeats was that at times it was difficult to differentiate the beats and therefore, the message could not be clearly interpreted thus leading to confusion.

Horn blowing

They were used to make public announcements, summon warriors or invite people to an important meeting. This was done by specialists with different tones that passed different messages thus passing a wide range of massages.

Screams and cries

Screaming was effective mostly on hill or mountain tops because of echoing. There were different ways of screaming in different situations.. Ululations signified feasting or good news like child birth.

 

Running messengers

Sometimes there was use of trust worthy runners for very personal and urgent messages.

However the accuracy of the message delivered depended on the memory of the messenger. An Athenian soldier, Phidippides, is remembered in history as a great messenger for covering great distance from Marathon to Athens. Unfortunately, he dropped dead shortly after arrival. The Marathon race is named in his honour.

Messengers are still used to deliver messages today although there has been tremendous improvement after invention of writing.

Disadvantages of using messengers

  1. a) Messages could not reach recipients on time since the messengers walked on foot to their destinations.
  2. b) Messengers sometimes forgot the message they were to deliver thus leading to inaccurate messages being passed.
  3. c) Information could be distorted in the process. Sometimes wrong messages were delivered.
  4. d) Messengers could be attacked on the way by wild animals.
  5. e) The distance to be covered by messengers was limited since they walked on foot. However this problem was overcome with improvements in forms of transport.

Written messages

The oldest record of writing date back to about 5000years. Different communities use different symbols and alphabets to write messages. The messages were recorded on scrolls, stone tablets parchment (dried animal skin) or paper.The earliest forms of wring were pictographic and ideographic. Examples of these were the cuneiform of Sumerians and Hieroglyphics of the Egyptians.

Cuneiform Writing

“Wedge-Shaped” Writing

Scrolls

Scrolls are rolls of paper which were rolled around rods of wood or ivory for writing on. They were commonly used among the Egyptians, Romans, Asians, Jews, Greek, Hebrews, Chinese and Japanese. Papyrus Reeds along the Nile were used for making writing material. Pens and brushes were also made from the reeds and the hard part of a feather.The Hebrews used scrolls for their sacred writings.

Stone Tablets.

The Sumerians wrote on clay tablets. Writing was done on wet clay which, after drying, hardened like a stone and left a permanent impression.. for example, Hammurabi the law giver wrote his laws on stone pillars for all to read and obey. The Ten Commandments were also written on stone tablets.On the left is a stela, which has all 282 of Hammurabi’s laws engraved on it. This stela is located in the Louvre Museum in Paris, France.

These tablets have been discovered by archaeologists and looked at by historians.

Advantages of written messages

  1. a) They provided reliable information that was not easily forgotten.
  2. b) Information was stored in that form for future reference.
  3. c) Information could be interpreted into different languages so that it could be accessible to many.
  4. d) The message in most cases was accurate.

Limitations

  1. a) They were only limited to literate people.
  2. b) At times the information could be biased depending on the writers’ orientation.
  3. c) Written messages were open to misinterpretation.

Modern means of communication

Numerous modes of communication have been evolved over time since the time primitive speech was the main means of communication. The modern means of communication include telephone, radio, television, video, cinema, telegraph, telex, electronic mail. Pager etc.The methods are categorized into telecommunications and print media.

Telecommunications

This is a term that describes the technology of receiving and sending messages by telephone, radio, television, telegraph, telex, facsimile or e-mail. The message can be verbal, written or pictorial.There are a wide range of devices in telecommunication through which messages can be sent in a variety of ways. For example, Telephone.

This a communication device which is used to relay sound waves by converting them into electrical signals and then reconverting them into sound waves. Telephones carry sound over a distance using electric current. The history of the invention of telephones starts with the success of a Scottish-born American inventor, teaching speech to deaf children in Boston Massachusetts, Alexander Graham Bell, who built an experimental telegraph which broke down after one day. Bell constructed a transmitter and a receiver for which he received a patent on March 7, 1876. Assisted by Thomas Watson, he discovered that voice can be sent using wires.Later, Almon Brown Strowger of Kansas City, Missouri, invented the first automatic telephone exchange using electromagnetic switchboard (Strowger Switches) in 1897. By 1900, long distance service was possible through the use of repeaters (electromagnetic devices placed along the route of the call) which amplified and repeated conversations into the long distance instrument.

Radio transmission later replaced underground and submarine cables for long distance transmission.In 1877, Graham Bell opened the Bell Telephone Company. In 1900, it was sold t o the American Telephone and Telegraph Company (AT&T) In Kenya, telephone communication was introduced in 1908 and has grown tremendously

Cell phones

A cellular telephony is a type of wireless communication which uses many base stations to divide a service area into multiple cells.The concept of cellular phones began in 1947 when researchers looked at the crude mobile car phones and realized that by using small cells with frequency reuse, they could increase the traffic capacity of mobile phones

Dr Martin Cooper, a former general manager of the systems division at Motorola is considered the inventor of the first modern portable handset. Which he used for the first time in April 1973.The development of mobile telephony technology was slow in the earlier periods due to the hindrance by the strict federal regulations in USA and Europe. In 1921, the USA mobile Radio began to operate.In June 1946, the first American Commercial mobile radio telephone service was introduced in Saint Louis, Missouri.By 1950s, the first telephone equipped cars took to the roads in Stockholm.In 1964, the Bell system introduced the mobile telephone service. By 1982, commercial cellular phones were being used in the USA and Tokyo in Japan. By 1987, USA had over 1million cellular telephone subscribers.Currently, there are many mobile manufacturing companies are now in operation. For example, Nokia, Motorola Inc., Sony, Alcatel, Samsung, Sagem, Siemens, AG, and Sony Ericsson.There are also a number of mobile phone service providers. In Kenya, the main ones are Safaricom, Airtel, Orange and Yu

Standard Features of cellphones

  1. a) They are used for making and receiving calls.
  2. b) All have a personal phone book.
  3. c) They all have the ability to send and receive SMS.
  4. d) They have the ability to store messages and display and record the telephone number of a caller.

The following features are not standard and vary from phone to phone.

  1. a) Calculator, clock and calendar.
  2. b) Access to the internet
  3. c) Digital camera capability
  4. d) A variety of ringtones

Limitations of cell phones

  1. a) They may be prone to poor reception especially where they are reliant on internal antennas.
  2. b) Their use is dependent on the availability of electricity. The phone must be recharged after a number of days. In areas where accessibility to electricity is a problem, mobile phones may not be so much in use.
  3. c) The continuous use of mobile phones has raised fears of possible side effects of radioactive rays on human beings.
  4. d) Handsets are easily stolen due to their small size.

Television

The a public broadcasting medium that uses a point to multipoint technology to broadcast to any use within the range of the transmitter. In 1855, the idea of a television was perceived but only came into use in 1922 when a Scot, Loggie Baird, showed how moving images could be transmitted by electromagnetic waves.In 1931, the cathode ray tube (CRT) was invented in USA. The CRT transforms beams of electrons into visible images on the screen. This led to development of modern television.The first television broadcasting service was launched in 1936 by BBC.I 1942, Baird invented the colour transmission.In Kenya, broadcast television began after a television station was opened in 1970. This was the Voice of Kenya. Kenya was connected to worldwide television via Longonont Satellite Station in1972. In 1990, KTN, the second channel was introduced in Kenya

Cable Television

Cable television, a commercial service that links televisions to a source of many different types of video programming using Coaxial cables, was introduced in Kenya in 1994. The television users with personal satellite dishes can access satellite programming directly without a cable installation.Recently, the digital television (DTV) was invented. This is the transmission of audio and video of digital signals, in contrast to analog signals

Television is an important means of communication since it is an audio-visual device.

Its importance can be summarized as follows;

  1. a) It conveys news and information from all over the world more vividly than other means of communication such as radio.
  2. b) It is a source of entertainment as it shows music and drama programmes.
  3. c) It is a device that may be used in educational broadcasting. Some educational programmes are broadcast on television. For example, programmes that sensitize people on HIV and AIDS pandemic.
  4. d) It is used in commercial advertisement by manufacturers and companies thus enabling them to sell their products.
  5. e) It is the best means of transmitting ideas since it commands attention.
  6. f) It is a source of employment in the television stations.
  7. g) Television has enabled humankind to bridge the gap of real-time communication between different time zones in the world.

Disadvantages.

  1. a) TV can only be viewed where there is electricity. It is expensive to install solar panels in areas where there is no electricity. The car batteries that may be used require constant charging.
  2. b) Pornographic programmes have eroded cultural values, especially among the youth. Such programmes originate in the west and the youth want to imitate what they see.
  3. c) Watching violent programmes has created the culture of violence among the youth. For example, watching of wrestling and violent movies.
  4. d) Some advertisements encourage deviant behavior. For example, advertisements of alcohol and cigarettes.
  5. e) Watching television can sometimes become addictive in some homes thus limiting the time to participate in other activities.

 

Radio.

The invention of the radio was a significant development in the electronics industry. In 1864, an English mathematical physicist, clerk Maxwell (1831-1879) suggested that there was the existence of waves.In 1888, a German, Heinrich Rudolph Hertz, (1857-94) demonstrated the existence of electromagnetic waves (vibrations) that travel through space, which were named after him. These waves could be used in wireless communications. In 1901, an Italian, Guglielmo Marconi (1874-1937) invented the radio and sent a radio transmission across the Atlantic from poldhu in Cornwall to Saint John, Newfoundland, Canada.The radio gained prominence during the World War I as it was used to communicate.The Marconi Company made the first radio broadcast in Britain in 1920.The British Broadcasting Company (BBC) was set up in London in 1922.Kenya’s Radio Broadcasts before independence depended on the BBC. The VOK began to air programmes after independence. In 1990, VOK changed its name o KBC. In 1995, the FM meter Band was launched thus leading to an increase in radio stations

Importance of radio

  1. a) Radio is easy to access since people can afford to buy the device.
  2. b) News and information from the radio is quickly received throughout the country
  3. c) It can also be accessed by the illiterate people who can listen and understand the radio news if broadcast in the language they can understand.
  4. d) Radio is used to enhance communication in transport systems like motor vehicles, railway, ships and airplanes.
  5. e) Radios are sometimes used to broadcast educational programmes and important government communications on issues like health, agriculture and family planning.
  6. f) The radio is a source of entertainment. E.g through Music and drama programmes.
  7. g) Radio can be used by manufacturers and companies to advertise their products thus stimulating business.
  8. h) Radio communication has enhanced space exploration. Radio signals are used to communicate with space vehicles.

Telegraph

This is a device or process by which messages are passed over a distance, especially using radio signals or coded electrical signals.Telegraph messages are sent by a code in which numbers, letters and punctuation marks are represented by a combination of dashes and dots.The earliest code to be used was the Morse code which evolved into the international Morsecode.A message sent by a telegraph was called a telegram.

Radio invention made it possible for wireless telegraphy.Samuel Morse (1791-1892) is credited for the invention of the electric telegraph. In 1837, Morse made the first crude telegraph and by 1844, he successfully sent a telegraph over line.By 1845, the first public telegraph was operating between Washington and Baltimore.In 1851, the first telegraph cable was laid under the English Channel between London and Paris.In 1866, the Trans-Atlantic cable was established.In 1872, most cities in the world were linked by telegraph.

Disadvantage.

~  Communication through the telegraph could be rendered unreliable where

accidents and poor weather could cut telegraph cables.

Internet.

This is a computer-based global communication network system that links thousands of computers using telephone lines. Currently Mobile phones are also used in internet communication.Internet forms one of the inexpensive and fastest communication means in the world today which has gained popularity..Internet was introduced in the 1970s. Currently there are over 4000 million users of internet in the world today with its popularity being manifested in the social media networks like facebook, Twitter.

Results of internet.

  1. a) Education has been developed since research can be done on the internet.
  2. b) E-commerce can be done on the internet hence enhancing the sale of goods and services.
  3. c) The running of government operations can be done on the internet since the government may use it for internal communication, distribution of information and automated tax processing.
  4. d) Internet has led to expansion of Business as people use it to interact with other business people.
  5. e) Individuals use the internet to communicate through e-mail or other social network platforms such as facebook, Twitter, Skype, etc.Electronic Mail. (E-mail)This kind of communication is also reliant on internet. The communication is done using either computer or mobile phones with the help of a modem.

E-mails first came into widespread use in 1990s and has today become a major contributor to business development. It has taken the lead ahead of telephone, fax, radio and television in communication.

Facsimile transreceiver (fax)

This is a method of transmitting text over telephone network. A written, printed or pictorial document is scanned then sent and reproduced photographically at the destination. The message /picture is transmitted within 30 seconds. The Fax machine was developed by a german named Arthur Korn in 1902 and was commercialized in 1926.

Telex

This is system of direct dial teleprinter which uses a keyboard to transmit typed text over telephone lines to similar terminals

Satellites

A Satellite is a spacecraft or an artificial device orbiting the earth, moon or another planet, transmitting back to earth scientific information. It is launched at a velocity of at least 28,960 km per hour (escape velocity) to enable it overcome gravitational pull of the earth and thus remain in space.In 1680, a British Scientist, Isaac Newton, introduced the idea of artificial satellites.The first message to be transmitted by satellite was the Christmas greeting by President Dwight D Eisenhower of the USA in 1958.In 1969, the first television pictures were relayed around the earth by satellites from Apollo II astronauts. In October 1957, USSR sent sputnik I, the first satellite into the orbit. In the same year, the first living passenger, a little dog called Laika, was carried into space by a satellite.In 1961, a Russian Yuri Gagarin went into space on board of a satellite.In 1969, an American, Neil Armstrong, in his spacecraft Apollo I, landed on the moon.In 1981, the US released the first space shuttle which is manned, airplane like craft which orbits the earth.In 1983, Challenger, the space shuttle, released a satellite into space.

In 1986, an accident occurred on the space shuttle, Challenger, killing seven  Astronauts

Pagers/beepers

These are portable communication message devices. In using it, the person sending the message uses a phone and calls a pager number.

The impact of telecommunications today.

  1. a) Telecommunication has revolutionized communication through enabling faster and easier communication between individuals. This has increased interaction and therefore international understanding.
  2. b) Telecommunication has enhanced information management e.g the use of computers for information storage and processing and the internet in communication.
  3. c) Telecommunication devices are also sources of entertainment. Radios and television broadcast music and movies to entertain people.
  4. d) Telecommunication systems like television bring reality to the viewers by transmitting live pictures.
  5. e) Telecommunication devices enhance cultural exchange and understanding through showing programmes from other countries. This helps people to appreciate other people’s culture and even enrich their own.
  6. f) Telecommunication systems have promoted water and air transport. Ships at sea and airplanes use these devices to send signals to guide captains and pilots.
  7. g) Telecommunication systems have made world trade and businesses more effective and efficient. People can quickly place orders for goods and get news of world markets and commodity prices.
  8. h) Telecommunications has enabled organizations, government institutions and individuals to access information and programmes at their convenience. This has led to effective management and good governance.
  9. i) Countries have also improved their security systems by using radio and radio calls and mobile tracking systems to combat crimes.
  10. j) Modern war fare has been revolutionized. Modern weapons depend on telecommunication services that provide accurate and reliable information. For example, satellites are used to guide missiles.
  11. k) Remote areas are no longer inaccessible thanks to telecommunications. People can communicate using cell phones even from the most remote areas of a country.
  12. l) Telecommunication systems have promoted space exploration. Man has been able to send spacecraft to the moon, mars and Venus using communication satellites.
  13. m) Telecommunication is a source of employment in many countries. Many people offer services, operate systems and maintain them.
  14. n) Governments earn revenue from telecommunication systems. This revenue promotes economic development. For example taxes collected from licensing of service operators, manufacturers of telecommunication systems etc.

Negative attributes to telecommunication.

  1. a) Telecommunication has promoted international social crimes such as fraud, drug trafficking and terrorism.
  2. b) Some forms of telecommunication promote immorality among children and the youth in the world through watching of pornographic materials.
  3. c) Some telecommunication devices cannot be accessed by many people due to the expense of acquisition and installation.
  4. d) Telecommunication devices have an addictive effect for many users. This affects speed of development in developing countries AS people sit for long hours watching television instead of engaging in productive activities.
  5. e) Mobile phone users risk suffering from effects of the constant exposure to radioactive rays which may cause certain types of cancer.

Print media

This refers to all that is printed or written down and published. For example, journals, books, newspapers, magazines etc.

Newspapers

It is an unbound publication produced at regular intervals and devoted primarily to current events and advertisements. Before printing was invented, the oldest newspaper, The Siloam Inscription,(a stone on which news were recorded) was in circulation among the people of Mesopotamia at around 700 BC.The Chinese court journal, Tsing Pao, published in Peking in AD 500 was another early form of newspaper.The Roman Bulletin, Acta Diurna, used by Emperor Julius Ceaser from 60BC to post government daily announcements was also an early form of newspaper.Printing was invented by a german, Johannes Gutenberg, in the 15th century. The first publication, Strasbourg Relations, was published in 1609The London Daily Post also known as the Public Advertiser was published by Henry Woodfall and his son Sampson Woodfall in 18th c.

The London Times was first published as the Daily Universal Register by John Walter in 1785. It changed its name to Times in 1788.In 1900, C Arthur founded the Daily Express.

The first newspaper in Kenya was the African Standard founded by Alibhai Mullas Jeevanjee, in Mombasa in 1902. It later changed its name to the east African standard in 1905. And moved its operations from Mombasa to Nairobi in 1910.in 1928, Jomo Kenyatta published a local newspaper in Kikuyu, Muigwithania aimed at spreading the views of the Kikuyu central Association and promote kikuyu culture.The Daily Nation was established by the Aga Khan in 1960In 1983, the Kenya Times was founded by Hilary Ngweno and later bought by KANU and owned jointly with a Briton Robert Maxwel

Types of Newspapers.

Daily Newspapers

These print atleast one edition every weekday. Some print morning and evening edition when necessary. Examples of daily newspapers include the Daily Nation, The standard, the Toronto Star and The Los Angeles Times.

Weekly Newspapers

These are published once a week. They contain news of interest to people in a smaller area, maybe a city or a neighborhood. For example the east African in Kenya and the weekly Telegraph in Britain.

Special interest Newspapers

They concentrate on news of special interest to a particular group for example an ethnic community, a corporation or a trade organization. They can be daily, weekly or monthly.

Periodicals

These are publications released at regular intervals and containing news, feature articles, poems, fictional stories etc. they also contain photographs and drawings. Periodicals aimed at general audience are called magazines.Periodicals differ from newspapers in that whereas newspapers deal with sometimes daily news and are unbound, periodicals like magazines and journals focus on more specialized material and deal with news in form of summaries or commentaries. They are printer on finer paper with smaller bound pages and issued at a longer interval than a day when compared to newspapers.

Magazines

These are periodical publications with specialized information on particular issues. They are published fortnightly, weekly or monthly.The oldest magazine is Eileen’s Oxford Gazette published in 1665, later became the London Gazette.The first periodical to use the word magazine in its Title was the Gentleman Magazine published in 1731 in Britain.

The oldest magazine in Kenya is the Kenya Official Gazette (1900-1963), renamed the Kenya Gazette after independence. Other were the Leader of the British East African Company, Wathiomo Mukinyu by Consolata Catholic Missionaries in Nyeri, Tangaza by Harry Thuku, the East African Chronicles and the Colonial times by the Asian Journals

These are periodicals with a narrower target audience such as scholarly publication. They specialize in particular themes or professions. For example the Review of Political Economy, Canadian Journal of African Affairs, the East African Journal of Social Sciences and the East African Medical Journal.

DEVELOPMENT OF INDUSTRIES

Industry is defined as the skill of making other products from raw materials. It involves extraction and processing into finished products of raw materials

 

Early Sources of Energy.

Energy is the ability to do work. The following are the early sources of energy that can be identified.

Wood.

Wood developed as a source of energy after the discovery of fire. It was used as follows;

  1. a) Making fire which provides heat to warm people during cold seasons lighting, to cook roots and roast meat, for hunting(bushfires), tool-making to harden tips, means of communication, food preservation
  2. b) Charcoal made from wood fuel provided heat that was used for steaming water to provide steam power for steam engines during the industrial revolution.

This is a form of energy still in use today since it is cheaper and easily available.

Wind.

Wind was used to drive sailing ships during the trade between East African Coast and the Far East.Windmills were used in China to grind grain and process foods

They were also used to pump water from polders in Netherlands.Windmills are also used to generate electricity. Windmills are mainly used in areas with fewer trees like in Isiolo, Garissa, Wajir and Mandera.However the use of wind as a source of energy is disadvantaged by its being irregular and inconsistent in direction and strength.

Water.

Water has been harnessed to produce HEP. Water was used to turn wooden propellers (water wheels) which in turn turned grindstones to grind grains into flour.In England, it was used in the Textile and paper industry to turn spinning machines.In Italy water-powered machines were used to make copper pots, weapons of war, to spin silk and to sharpen various tools. Water also is not reliable as a source of energy since the levels may be too low during dry weather for HEP production.

Uses of metals in Africa

The age of metals in Africa is divided into the Bronze and Iron Age.

Man moved from the Stone Age to the age of metals because metals had the following advantages;

  1. a) Metallic tools were more durable. They could not break easily.
  2. b) Cutting edges of metals could be sharpened.
  3. c) Malleable Metals could be heated and reworked into deferent usable designs when need arose
  4. d) Metals are not prone to waste. Broken pieces can be smelted and reworked into useful items. For example a broken spear into an arrow.

The following are examples of metals that were used in Africa.

Gold

This was the first metal to be used by humankind. It was used in Meroe, Egypt, Wangara in Ghana and in Central Africa.

Gold is malleable and therefore it could be easily moulded into the desired shape without smelting it. Its softness however implied that tools made from gold could bend easily. It was also heavy and could not be found everywhere.

Uses of Gold

  1. a) It was used to make ornaments and decorations. In Egypt, it was used to make jewellery like rings, bangles and bracelets.
  2. b) It was used to make utensils, such as plates, vases and drinking vessels.
  3. c) It was used to make swords and flint knife handles among the rich in Egypt.
  4. d) It was used to make coins in Egypt.
  5. e) It was used as a trade item in East, central and West Africa
  6. f) It was used to make weapons such as sword and knife blades.
  7. g) Gold was also a measure of wealth in Egypt.

Copper

Though quite soft, copper as harder than Gold and could make better tools. The Egyptians were the earliest people to use copper by 3000 BC.The metal could further be hardened by mixing it with other metals to form alloys during smelting.

Uses of copper

  1. a) Making utensils and containers such as pots and pans.
  2. b) The Egyptians used copper to make axes, tools, Chisels, Pins and fish hooks.
  3. c) It was used to make ornamental bangles, rings, helmets, needles, wire chains and statues.
  4. d) It was used as a medium of exchange in the form of copper bars.
  5. e) It was used to make daggers (weapons).
  6. f) It was used as a trade commodity. Those with copper exchanged it with other goods that

they did not have.

  1. g) It was used to make alloys like Bronze and Brass.

Bronze.

Bronze is a mixture of copper and tin which makes it harder than copper. It was used during the Bronze Age.

In Africa Bronze was used among the Yoruba, Dahomey and Asante in Nigeria and in Benin. And also in Egypt. Benin was the centre of Bronze.

Uses of Bronze.

  1. a) Making stronger weapons such as shields, spears, arrowheads, swords and daggers.
  2. b) Making sculptures and decorations. For example, in Benin it was used to make objects for religious ceremonies, masks and decorating the king’s palace. It decorated temples, palaces and pyramids in Egypt.
  3. c) Making knives, containers, pans and vases.
  4. d) It was a store of wealth.
  5. e) It was used to make tools, shields and chariots.

Disadvantages of Bronze.

  1. a) The tools lost their sharpness and became blunt quickly since the metal was relatively soft.

They required constant sharpening.

  1. b) Bronze was not cheap. The mixture of copper and yin had to be acquired through trade thus making bronze expensive.
  2. c) It was difficult to get an appropriate proportion of each of the two metals.

Iron.

Two theories that explain the origin and spread of iron working in Africa are;

1)  It was first introduced in North Africa from the Middle East by the Phoenicians and the Assyrians, and then spread to west, East Central and South Africa.

2)  The art of iron working probably developed independently in Africa as evidenced by the Archaeological evidence in Buhaya (the oldest Iron Age site that existed between 5th  and 6th  C AD ) , North –West of Tanzania. The Buhaya iron is associated with the pottery style known as Urewe-ware. The Hittites were the first people to smelt and use iron in around 1500BC. The skill then spread to the Assyrians. The idea then spread to Africa between 400 and 500 BC and became widespread in the Nile Valley.By 5th c it had spread upto Meroe (the Birmingham of Africa) then to Ethiopia. From Carthage and Tunisia, it spread to West Africa, at Taruga in Nigeria’s Jos plateau at around 580BC, then to Lake Chad by 500 AD

Ways in which the iron culture spread in Africa.

1)  Through wars of conquest e.g. Egypt versus Assyrians where the Assyrians forced the Egyptians to learn to use iron from Meroe to make strong weapons.

2)  Trade e.g. the Mesopotamians traded with Africans. The North African then traded with the West Africans, thus spreading the iron smelting technology across the Sahara.

3)  Intermarriages e.g. Arabs and Africans intermarried and hence a new iron culture and technology developed.

4)  Through learning and acquiring the technology from neighbors.

5)  Increased demand for iron tools for agriculture, weapons and iron products increased trade in iron.

6)  Migrations. E.g in east Africa where the Bantus and nilotes arrived from West African region with the iron culture which they introduced to east Africa.

7)  Travelers and messengers who gave out and received the gifts of iron

Uses of Iron

  1. a) It was used as medium of exchange. Iron bars were used as currency.
  2. b) To make agricultural tools such as hoes and pangas this increased food production.
  3. c) Weapons such as spears and arrows were made of iron, which strengthened some communities while others who lacked the same were easily defeated.
  4. d) Iron was used as a trade item where those who did not have it acquired it through barter trade.
  5. e) It was used for storing wealth. Smithers used iron bars as a measure of value.

Effects of iron working

  1. a) It promoted empire building. Many kingdoms and empires relied on strong iron, weapons to fight expansionist wars e.g. Egypt, Benin and Mwene Mutapa empires.
  2. b) It led to migrations especially of the Bantus who war able to protect themselves during the journeys using iron weapons.
  3. c) It promoted agriculture since large tracts of land could now be used to produce more food using stronger tools.
  4. d) Adequate food resulted in population increase and later migration to areas with sparse population.
  5. e) It resulted in specialization and division of labour as some people became iron smelters while others engaged in other activities like trade.
  6. f) It stimulated construction and building works using stronger metals like iron. Better houses, temples and bridges were built.
  7. g) Metal technology also had an impact on religion in that metals began to be used when performing religious rites and in royal palaces e.g. the golden stool among the Asante.
  8. h) Trading and industrial towns developed within and around the major mining centres like

Meroe Axum, in Ghana, in Zimbabwe and in Benin.

  1. i) Trade was promoted in that sometimes iron was used as currency and others became important items of long distance and regional trade.

INDUSTRIAL REVOLUTION IN EUROPE.

The Industrial Revolution was a period from 1750 to 1850 where changes in agriculture, manufacturing, mining, transportation, and technology had a profound effect on the social, economic and cultural conditions of the times. It began in the United Kingdom, and then subsequently spread throughout Western Europe, Northern America, Japan, and eventually the rest of the world.The industrial revolution in Europe occurred in two phases;The old phase was from 175-1850 and began in Britain and spread to other European countries like France (1825), Germany (1840), Belgium (1870) and Russia (1890). In USA, it began after the American civil war of 1861 to 1865. In Japan it began in 1900. In Kenya, it is hoped to be done by 2030.

Characteristics of industrial revolution in Europe

  1. a) The use of machines to replace human and animal labour.
  2. b) The use of steam power as a new source of energy to replace water, wind and animal power.
  3. c) Increased exploitation and use of coal, iron and steel.
  4. d) The rise of the factory system in owns instead of the cottage industries in homes.
  5. e) The development of better forms of transport including the use of railways, roads and water.
  6. f) Improved living standards and an increase in the human population who required more manufactured goods.
  7. g) The production of goods on large scale. Machines worked faster than human labour.
  8. h) The development of science and the application of scientific knowledge in production.
  9. i) There was development of trade as manufactured goods were sold locally and abroad.
  10. j) The rise of modern capitalism that provided enough wealth which was then invested back into industry.
  11. k) The growth of trade Union Movements to carter for the rights of industrial workers.

Uses of Various Sources of Energy

Coal

This is a compact black or dark brown, carbonaceous rock which is a fuel and source of coke, coal gas and coal tar.Abraham Darby invented the process by which coal was turned into coke in 1709 thus discovered that coal produced immense heat. Coke was used to smelt iron.

Uses of coal

  1. a) To heat water to high temperatures so as to produce steam.
  2. b) To provide lighting.
  3. c) To drive steam engines in factories. Some generators depended on coal heat to produce steam.
  4. d) To drive locomotives. This promoted transport.
  5. e) It was a raw material in the manufacturing of dye and pharmaceutical products.

Disadvantages of Coal

  1. a) It is bulky and transporting it is difficult.
  2. b) It produced too much smoke when used in locomotives. Also gases released during the burning of coal e.g sulphur dioxide polluted the air and caused acid rain.
  3. c) Coal was expensive to mine and to transport to the required destination.
  4. d) Coal mining was risky to miners who often lost their lives when mines collapsed and buried them.

Petroleum.(often referred to as oil)

Before 1850, oil was known to American farmers as a substance that affected food production in farms. It was an American Don, Bissel who carried out an analysis of oil samples at a university lab and established that oil was both a fuel and lubricant.

The use of oil became widespread with the invention of the internal combustion engine by Gotlieb Daimler.

Uses of oil.

  1. a) To power vehicles, aeroplanes and ships
  2. b) To generate electricity used in lighting and cooking.
  3. c) To run engines in industries
  4. d) Tar (Bitumen), a by-product of petroleum is used to tarmac roads.
  5. e) Greasing of metals in industries was also done by petroleum by-products such as grease.
  6. f) Certain petroleum chemicals are used in making of drugs, fertilizers, synthetic fibre and plastics.

Disadvantages of oil

  1. a) For countries importing oil, it is expensive to transport.
  2. b) Prospecting for oil is quite expensive.
  3. c) Oil may also affect the environment, since extracting large quantities of petroleum may cause land to sink.

Steam.

Steam is boiling water turned into gas. It was used for first time around 100 AD in a steampowered engine developed by a Greek scientist called Hero.In the 16th century, Thomas Savery, a Briton, built a steam engine which could pump water out of a coal mine.In 1712, Thomas Newcomen improved Savery’s design, though he design was still ineffective.In 1764, James Watt improved on Newcomen’s engine to make it more effective and by 1800, 320 of Watt’s engines were in use in Britain.In 1801, Richard Trevithick installed one of Watt’s engines in a road vehicle. Three years later, he produced a steam-driven locomotive that ran on rails.In 1830, George Stephenson improved on Trevithick’s work and invented the first steam locomotive, the rocket.

In all these engines, coal was used to produce steam.

Uses of steam

  1. a) It was used to drive heavy machinery in factories and to turn turbines that generated power for industrial use, e.g driving, spinning and weaving machines.
  2. b) It was used for pumping water out of coal mines.
  3. c) It was used in steam –powered locomotives and ships.
  4. d) The massive temple doors in Egypt were only opened using steam.

Electricity

Electricity was discovered by an English Scientist called Michael Faraday (1791-1861) in 1831 when he invented the electric Dynamo.His principal of electromagnetic induction was the beginning of both the dynamo and the electric Motor. The energy used energy from coal, oil, steam or water to produce electricity. The use of electricity became widespread from 1900.

Uses of electricity

  1. a)
  2. b) Heating and cooking.
  3. c) Powering machines in factories.
  4. d) Electric signals are used in communication gadgets.
  5. e) Powering transport vehicles such as electric trains and electric cars.

Disadvantages of electricity

  1. a) It can be dangerous if not properly installed or used.
  2. b) The generation and distribution of electricity is very expensive thus making its use limited to fewer people in developing countries.

Other sources of energy

Atomic energy

In 1896, A French physicist, Antoine Henri Beckquerel (1852 -1903), discovered that uranium produces radiation or energy in waves. (Radioactivity). This was the birth of the development of Atomic energy.In 1938, Hahn and Stressman discovered the process of Atomic fusion which leads to production of Atomic energy.In 1942, a group of scientists led by Enrico-Fermi at the university of Chicago, USA, built the first Nuclear research Station which resulted in the invention of the nuclear reactor and later the discovery of an Atomic Bomb like one which was used Hiroshima and Nagasaki in 1945.In Belgium and France, 60% of the electricity is produced from atomic power. However, atomic energy when used in war can be very fatal.Radioactivity also endangers both animal and plant life.Polluted air, where radioactivity has taken place causes fever, diarrhea and death. For example the radioaction accident in 1985 at Three Mile Island in the USA and at Chernobyl near Kiev in Ukraine in 1986 had fatal consequences.

Solar Energy.

It is obtained directly from the sun and is used to dry firewood, clothes and to cook food.

In 1714, Antoine Lavoisier made a solar furnace which could melt metals.An engine using solar power was used to run a printing press in Paris in 1880.The use of solar water heaters was widespread in USA by 1900.In 1954, the first solar cell which turned sunlight into electricity was made. The energy was  then used to heat water and generate electricity.

Uses of Solar energy.

  1. a) Drying agricultural products.
  2. b) Distilling of salty water to get salt crystals.
  3. c) Heating water in homes and industry
  4. d) Heating and lighting buildings
  5. e) Cooking using solar cookers
  6. f) Irrigating using solar water pumps,
  7. g) Powering satellites in space.

Advantages of solar energy

  1. a) It is clean and is available in places where sunlight is readily available.
  2. b) It is natural and therefore free, non-pollutant and inexhaustible source of energy.

Iron and steel

Iron was not really a source of energy but the industrial revolution was dependant on the availability of iron

Uses of iron

  1. a) Production of machines for textile industry. Water pipes and ploughs were made of iron.
  2. b) Production of steam engines.
  3. c) Building of trains, railway lines ships, wheels, bridges and coach frames.In an attempt to overcome the disadvantages of iron (it was too heavy and could rust easily), in 1856, an Englishman, Henry Bessemer produced steel out of Iron and Carbon. (Steel is an alloy of iron and Carbon and is lighter, flexible, stronger and harder than iron).Stainless steel, commonly used in cutlery is an alloy of Steel and Chromium.

Uses of steel

  1. a) The construction of rail lines, bridges, cars and ships.
  2. b) The manufacturing of machinery especially in the agricultural and industrial sector.
  3. c) Reinforcement of concrete in buildings and roofing houses.
  4. d) Making of containers and utensils.

INDUSTRIALIZATION IN BRITAIN

This change, which occurred between 1750 and 1830, happened because conditions were perfect in Britain for the Industrial Revolution. The transformation was facilitated by the following factors;

  1. a) Availability of coal and iron ore which served as a basis for heavy industries. Coal was a source of energy for use in the industries. Iron was used in the manufacture of machinery.
  2. b) The agrarian revolution ensured that important raw materials were available for the industries and also made food more available for the many factory centres
  3. c) Existence of a large population which provided steady internal market for the manufactured goods/domestic local markets. There was also Availability of external markets in her colonies for the industrial produce.
  4. d) Existence of cottage industries which acted as a base for industrial take-off in Britain. It was easier to turn to mass production of goods on the basis of the small scale production in cottage industries.
  5. e) Due to the enclosure act, many peasants became available to offer unskilled labour especially following their displacement from the rural areas.
  6. f) Political stability and strong leadership that existed at the time created a condusive

environment for investments when compared to other European countries.

  1. g) Well developed transport and communication network e.g railway, canals, bridges, harbours and roads which promoted industrialization.
  2. h) Existence of good banking and insurance systems which gave financial help and security to the industries.
  3. i) Britain had a strong navy that guarded her trade routes thus protecting her merchants from foreign competition.
  4. j) Policy of free trade encouraged industrialization/ existence of the merchant and middle class who formed pressure groups that forced the government to adopt measures favoring their industries.britain had no internal customs barrier to hurt her industrial growth.
  5. k) Availability of wealth/capital that stimulated industrial revolution. Britain had accumulated a lot of wealth from her trade with other countries and her colonies in America and Africa.e.g. The steam engine was made in Britain by a wealth Briton.
  6. l) Availability of industrial raw materials in her vast colonies.

INDUSTRIALIZATION IN CONTINENTAL EUROPE.

The Industrial Revolution on Continental Europe came a little later than in Great Britain.

Reasons why other European countries delayed in the industrialization process.

  1. a) The political upheavals in France, Germany and Italy were responsible for the delay in the take- off of industrialization.
  2. b) The existence of a feudal economy in which the peasant farmers could not afford to buy industrial goods nor raise capital to invest in industry.
  3. c) The system of farming implied that inadequate raw materials came from the farms thus making it difficult for industrial development.
  4. d) Their system of transport was not developed.
  5. e) Unlike Britain, these countries did not have an enterprising class of people and scientists ready to take up the task of industrial investment and invention.

Factors that led to industrial development in continental Europe

  1. a) Political stability and strong leadership that followed the unification of Italy and Germany and end of Napoleonic rule in France created a contusive environment for investments when compared to other European countries. Feudalism was also abolished.
  2. b) The agrarian revolution that had taken place in continental Europe ensured that the countries had raw materials for their industries. Other strategic raw materials like coal and iron were readily available.
  3. c) There was adequate capital from the rich traders who willingly invested in industry. Britain also gave loans to the European countries to industrialize.
  4. d) Existence of good banking and insurance systems which gave financial help and security to the industries.
  5. e) Existence of a large population which provided both skilled and unskilled labour required by the industries.
  6. f) The European governments supported the industrial ventures that were aimed at enhancing economic development. French and Germany governments gave tax concessions and subsidies to encourage industrialization.
  7. g) Existence of a steady internal and external market for the manufactured goods/there was a high European population that consumed most goods locally.
  8. h) Well developed transport and communication network e.g. better roads, railway and water transport which meant that industrial workers, raw materials and finished goods could be transported easily.
  9. i) Countries in continental Europe had vast sources of energy such as coal, steam power and electricity which enhanced industrial development.
  10. j) The development of new skills in science and technology facilitated industrial growth. Some European countries like France and Germany sent their people to Britain to acquire skills and ideas in science and also invited English technicians to their countries.

Effects of the industrial revolution in Europe

  1. a) Creation of employment opportunities. Ordinary working people found increased opportunities for employment in the new mills and factories.
  2. b) Emergence of Factories and urbanization. Industrialization led to the creation of the factory system was largely responsible for the rise of the modern city, as large numbers of workers migrated into the cities in search of employment in the factories.
  3. c) Improved Standards of living. Living conditions and health care improved during the 19th The famines that troubled rural areas did not happen in industrial areas.
  4. d) Population increase. As living conditions and health care improved during the 19th century, Europe’s population doubled every 50 years. Infant mortality reduced.
  5. e) Local and international trade developed. Manufactured goods were sold locally while others were exported to America. The industries also created market for raw materials from Africa and Asia.
  6. f) European economies became diversified as a result of industrial growth. This led to specialization e.g. traders, bankers, mechanics and agriculturalists.
  7. g) Development and use of machinery in agriculture led to increased production
  8. h) Improvement in Transportation and technology. The expansion of business and factories expanded Canals, highways and railways were expanded.
  9. i) Large scale production of a wide range of goods. new methods of farming , such as the use of fertilizers and new crop breeds were developed
  10. j) The industrial revolution promoted development of science and technology. There was increased utilization of knowledge in production of goods as well as scientific inventions such as invention of electricity.
  11. k) The emergence of trade union movement. The Industrial Revolution concentrated labour into mills, factories and mines, thus facilitating the organization of combinations or trade unions to help advance the interests of working people.
  12. l) Eventually effective political organization for working people was achieved through the trades unions who began to support socialist political parties that later merged to become the British Labour Party.
  13. m) It led to Political corruption – the amount of money generated by the Industrial Revolution created a class of super rich who could buy any politician or process.
  14. n) Environmental damage – there were few if any rules regarding how resources could be removed and used. The air was horribly polluted from factories, as was the soil and rivers.
  15. o) There was increased exploitation of natural resources in Europe during the revolution. Iron, coal and steel production increased.
  16. p) Industrial revolution was accompanied with economic Exploitation of people. While jobs were created, sometimes the jobs were dangerous and people died. Harsh working conditions, Child labour, dirty living conditions, and long working hours were prevalent.
  17. q) Rise of unemployment. The rapid industrialization cost many craft workers their jobs. Many weavers found themselves suddenly unemployed since they could no longer compete with machines to produce cloth.
  18. r) The industrial revolution was responsible for the scramble and partition of Africa. The colonies produced raw materials for industries in Europe and also acted as markets for goods processed in Europe. For this reason, many European nations sought to have as many colonies as possible.

The scientific Revolution

Science is the systematic study of the nature and behaviour of the material and physical universe based on observation. The scientific revolution refers to the history of science in the early modern period, where sudden development in mathematics, physics, astronomy, biology, medicine and chemistry transformed views of society and nature.

Causes of scientific revolution

  1. a) Discovery of the New World. Exploration/conquest leading to discovery of new plant/animal life. Traditional link between navigation and astronomy + great advances made by Portuguese navigators fueled an interest in learning more about the stars
  2. b) Invention of the Printing Press, allowed for rapid dissemination of scientific knowledge. Numerous books and newsletters were in circulation keeping people informed of science
  3. c) Rivalry among Nation-States. Constant warfare among nation-states pushed for scientific development by placing an importance on technology, or applied science. Powerful leaders of nation-states funded scientific development.
  4. d) Renaissance / birth of knowledge. During this period, Human interest in the classical world increased. Renaissance time made people to develop interest in research/ learning.
  5. e) The need to solve their daily life problems like shortages, disease etc. necessity is the mother of all inventions.
  6. f) Financial support for governments and individuals. Governments and individuals financed scientific research.
  7. g) Religion failed to answer all questions. This sometimes betrayed man’s belief in

supernatural power thus emphasizing research.

Scientific inventions.

Scientific inventions have roots in the ancient civilization in Egypt, Mesopotamia, Greece, China and India. Early inventions were witnessed in the field of medicine, astronomy, agriculture, medicine and mathematics as follows;

  1. a) The Egyptians discovered geometry which they used on farms. They discovered dead body preservation method (mummification). Build pyramids for their pharaohs using knowledge in mathematics.
  2. b) Greeks like Pythagoras contributed to mathematics, especially the right angled triangle as early as 200BC, Euclid did some work in geometry. Archimedes discovered how the lever works. Ptolemy is remembered for geographical work especially production of the Atlas.
  3. c) The Chinese made cloth from silk and developed acupuncture skills. They invented paper making in 70 AD. They made gunpowder and the calendar.
  4. d) The Indians invented the decimal system in mathematics.
  5. e) The Muslim Arabs developed the art of architecture as evidenced by the construction of unique mosques.

Period   Inventor and invention

1473-1543  Nicolas Copernicus a polish astronomer. He discovered that Celestial bodies possess uniform, circular motion around a central point.

1564 – 1642   Galileo Galilei. In 1609 the Italian mathematician invented the telescope and observed the universe.  He accepted Copernican astronomy and the implicit necessity of a ‘new’ physics to replace Aristotelian mechanics.

1571 – 1630   Johannes Kepler.  Used Brahe’s data to confirm that the sun was the center of the universe and the earth and other planets revolved around it.1642 – 1727   Sir Isaac Newton). He explained theories of motion and inertia with the force of gravity. Newton also described the composition of light.

1743-1794 Antoine Lavoisier, a Frenchman. He showed that air was made of hydrogen and oxygen elements.

He stated that chemical substances comprised different elements.

1766-1844 John Dalton, an English Teacher was the founder of modern chemistry and is famous for the atomic theory “all matter is made up of tiny particles called atoms.”

1706-1790 Benjamin Franklin (USA) he stated that lightning was a form of electricity. He came up with the theory of electricity and  invented the lightning rod.

1791 – 1867   Michael Faraday creates the electric motor, and develops an understanding of electromagnetic induction, which provides evidence that electricity and magnetism are related. In 1831, he invented the electric dynamo, a machine which produced electricity from a magnet.

1799 – 1878   Joseph Henry’s research on electromagnetic induction is performed at the same time as Faraday’s. He constructs the first motor; his work with electromagnets leads directly to the development of the telegraph.

Impact of scientific inventions

Impact of scientific inventions on agriculture

  1. a) Food production has been increased thanks to the use of farm machinery, fertilizers, pest

1831-1979  James Clerk Maxwell pointed out that acceleration of electric charges emitted electromagnetic radiation. The ideas underlying Maxwell’s theories of electromagnetism describe the propagation of light waves in a vacuum.

1787-1854  . In 1827, George Simon Ohm determined that the current that flows through a wire is proportional to its cross sectional area and inversely proportional to its length or Ohm’s law.

1876  Nicolaus Otto, A German traveling salesman named constructed the first practical internal combustion engine; it used a four stroke cycle of a piston to draw a fuel-air mixture into a cylinder, compress it, mechanically capture energy after ignition, and expel the exhaust before

beginning the cycle anew.

1847-1869  Alexander Graham Bell, In 1876, at the age of 29, invented his telephone.

1701  Tull, Jethro invented a horse-drawn seed drill.

1764  Water frame invented by Richard Arkwright – the first powered textile machine.

1888-1946  John Logie Baird is remembered as the inventor of mechanical television (an earlier version of television). Baird also patented inventions related to radar and fiber optics.

1755

Robert Bakewell produces Leicester sheep through selective breeding methods. In 1769, Bakewell breeds Longhorn cattle through selective breeding

1786  Andrew Meikle, a Scottish engineer, develops threshing machine

1831  Cyrus McCormick invents the first commercially successful horse-drawn reaper for harvesting wheat

1837  John Deere develops and manufactures the first commercially successful cast -steel plough

1831 – 1860s  John Fowler pioneers the use of engines for ploughing and drainage channels

1879  Anna Baldwin patents a milking machine—a vacuum device connected to a hand pump—to replace hand milking. Invention receives a patent but not commercially successful.

1842  The first grain elevator is built by Joseph Dart in the U.S.

1850  Edward Quincy invents the corn picker

1764  Spinning jenny invented by James Hargreaves – the first machine to improve upon the spinning wheel.

1733 Flying shuttle invented by John Kay – an improvement to looms that enabled weavers to weave faster.

1779 Crompton invented the spinning mule that allowed for greater control over the weaving process.

1785  Cartwright patented the power loom. It was improved upon by William Horrocks, known for his invention of the variable speed batton in 1813.

1847 -1931  Thomas Alva Edison is Most famous for his invention of the electric incandescent light bulb.

1853 – 1937  Elihu Thomson.  His experiments eventually led to the adoption of alternating current technology.

1913  Robert Adler. He is Most famous for his invention of the wireless TV remote control.

1856 -1943  Nikola Tesla is  Recognized as one of the outstanding pioneers in the electric power field

1765-1825 Eli Whitney invented the cotton gin in 1794. The cotton gin is a machine that separates seeds, hulls and other unwanted materials from cotton after it has been picked.

1895   Wilhelm Röntgen discovers x rays.

1898   Marie and Pierre Curie separate radioactive elements.

1898   Joseph Thompson measures the electron, and puts forth his “plum-pudding” model of the atom — that the atom is a slightly positive sphere with small, raisin -like negative electrons inside.

and control methods and scientific breeding. Hybrid seeds have been developed together with new animal breeds.

  1. b) Scientific inventions have stimulated scientific research in the field of agriculture. This is done in schools, agricultural institutes and colleges.
  2. c) Farming of perishable foods has been made possible due to invention of preservation methods for foods like canning and refrigeration.
  3. d) Increased food production has led to increase in population. There is increased food security. There is also increased trade.
  4. e) Biotechnology has contributed to diversification of agriculture leading to greater crop and animal production.
  5. f) Farming has been revolutionized from small-scale subsistence farming to large –scale economic activity due to mechanization on farms

Negative impacts of scientific inventions on agriculture.

  1. a) The consumption of chemically –treated and stored food has raised concern for food related disease such as cancer and heart diseases
  2. b) Use of pesticides and fertilizers sometimes poses the challenges of cost. Some pesticides are toxic and therefore harmful to humans and animals.
  3. c) Consistence use of fertilizers impoverishes the soil fertility. The more the fertilizer is used the more the soil becomes infertile.
  4. d) Traditional crops are being threatened by biotechnology and development of hybrids.

Impact of scientific inventions on industry.

  1. a) Large quantities of goods can be produced due to scientific inventions. This has led to enjoyment of economies of scale.
  2. b) Efficient sources of energy necessary for industrial production have been developed. New forms of energy such as nuclear, solar and electricity have been invented.
  3. c) Improvements in transport and communication have stimulated industrial development.

Movement of labour, raw materials and manufactured goods is efficient.

  1. d) There has been increased exploitation of resources like factories, fisheries, minerals etc as factories yearn for raw materials due to increased production.
  2. e) The large scale manufacture of goods has led to growth of trade. This in turn has created wealth for industrialized nations.
  3. f) Space exploration has been enhanced through science. Satellites are used in photographing of the earth’s surface and in weather research.
  4. g) Science has revolutionized military technology. Dangerous weapons have been

manufactured.

  1. h) There is faster dissemination and spread of ideas or knowledge and skills due to

development of printing press, and internet development.

  1. i) Industries have created job opportunities. Exploitation of mineral deposits has created employment.

Negative impact of scientific inventions on industry

  1. a) Scientific inventions in industry have led to industrial wastes and pollutants that contribute to environmental pollution. Smoke pollutes the air, machines cause noise pollution etc.
  2. b) Human life has suffered unnecessarily due to development of war weapons and accidents on roads and aeroplanes.
  3. c) Many people have been rendered unemployed due to development of machines.

Impact of scientific inventions on medicine

  1. a) Discovery of various medicines to treat both animals and human diseases has boosted both curative and preventive measures in promoting health.
  2. b) Improved nutrition has reduced the number of disease that kills man. Population has there increased as a result of reduced death rate.
  3. c) Proper diagnosis of disease is now possible with the use of x-rays and other modern scientific methods. With accurate diagnosis, proper treatment can be given.
  4. d) The manufacture of various drugs has been facilitated by scientific discoveries. Many companies produce drugs that prevent and cure diseases.

Factors undermining scientific revolution in third world countries

  1. a) Lack of enough funds for scientific research.
  2. b) High level of ignorance and illiteracy.
  3. c) The educational systems do not allow for development of inquisitive mind and development of interest in science. The system is not science oriented.
  4. d) The brain –drain; the few specialized scientists have migrated to areas with greener pastures like Europe and America.
  5. e) There is too much dependence on developed countries for nearly everything manufactured or scientifically produced.
  6. f) Lack of adequate support from the government. This is clear in the type of budgetary allocations to scientific research.

Measures that can be undertaken to promote scientific research in third world countries.

  1. a) Putting emphasis on the teaching of sciences in schools.
  2. b) Making available financial resources for scientific research.
  3. c) Emphasizing on competitions and congresses in schools and colleges.
  4. d) The government of Kenya has set up research institutions and centres of science and technology.
  5. e) Scientists have been trained locally and abroad on new knowledge in science and technology.
  6. f) International cooperation conferences in science, which bring scientists together, are organized and attended by Kenyan scientists.

Emergence of selected world industrial powers

United States of America.

This is the third largest nation in the world after Canada and China

Industrialization of the USA began in the mid 19th c and she had emerged as a major industrial power by mid 20th c. USA remains the only superpower in the world after collapse of USSR in 1990.

Factors influencing the industrialization of USA.

  1. a) Abundance of natural resources like iron ore, oil from the oilfields of Texas, copper and coal. There were also agricultural raw materials like cotton, corn, wheat and Tobacco plus forest resources which boosted industrial development.
  2. b) Good transport and communication. The USA government developed transport systems in the country. For example railway (opened in 1869), roads, and water transport. Electronic communication was also developed.
  3. c) Availability of both skilled and unskilled labour some of which came from the immigrant population. The American system of education gave room for acquisition of necessary skills.
  4. d) There were scientific and technological advances to support the industrial process especially by the Europeans who moved to USA. The education system also promoted research which further boosted industrialization.
  5. e) Foreign investments in the 19th c from countries like Britain led to industrial development.
  6. f) The high American population was a source of domestic market for her industrial products.

Her high quality products were also on high demand outside America.

  1. g) Enterprising citizens. The Americans were ready to venture into business. Some had good managerial skills. For example John Rockfeller ventured in the petroleum sector, Andrew Carnegie and James Hill in the steel and iron industry. Henry Ford in the mass production of cars.
  2. h) Long periods of political stability since her independence assured investors of security and thus paving way for industrialization.
  3. i) Availability of sources of energy like coal, petroleum, gas and HEP and later Atomic energy.
  4. j) The capitalism policy encouraged both local and external investors since it allowed private ownership of property.
  5. k) Government support. President Franklin Delano Roosevelt (1933-1945) and Woodrow Wilson (1913-1921) provided capital to develop transport systems.
  6. l) The 1st and 2nd World wars. During the war period, European nations were unable to produce goods since they were busy fighting. This enabled USA to expand her market as she initially kept away from the war.

Germany

The unification of Germany took place in 1871 after which she began to emerge as an industrial power.

Emergence of Germany as an industrial power was aided as by the following factors.

  1. a) Establishment of the customs union, Zollverein. This linked the german states and removed trade barriers hence leading to free trade and economic growth in Germany. Transportation of goods and communication was eased by the customs union.
  2. b) Germany was rich in coal which was an important source of energy for the industries. HEP and Atomic energy was also produced o boost industrialization.
  3. c) Abundance of natural resources like water and minerals like iron ore from Alsace and Lorraine, coal, oil and copper which were vital industrial raw materials.
  4. d) The large Germany population was a source of both skilled and unskilled labour. The system of education also ensured availability of skilled labourers.
  5. e) There was also a large domestic market from the large population. Her products were also on high demand from the rest of Europe. For example, her vehicles (Volkswagen, BMW and Mercedes Benz)
  6. f) Existence of good transport and communication networks of roads, railway and waterways. This ensured easy transportation of raw materials to factories and finished goods from industries to the market.
  7. g) Existence of long periods of political instability in Germany after unification in 1871 under the leadership of Otto Von Bismarck which ensured investor security.
  8. h) The availability of finance for industrial growth from the rich german citizens and from loans granted by USA in 1924. The Marshal Plan after 1945 was another source of finance.
  9. i) The existence of a hard working and enterprising people in Germany. For example, Krupp Meyer Thyssen who promoted the development of industries in steel. Egells and Harkoft Borsig made great contributions in the field of machinery.

German’s industrialization was however interrupted during the two world war periods. At the end of world war Germany was able to recover and progress in industrial development.

Factors which enabled Germany to recover after world war two.

  1. a) West Germany still had a high population which was an important resource in terms of labour. There were also a high number of immigrants from European countries like Turkey and Italy.
  2. b) The USA marshal Plan ensured that the required finance was available to assist her industries.
  3. c) Germany industries were not totally destroyed by the two wars.
  4. d) Industrial \unrests was not very common in Germany, and therefore, industrialization was not interrupted.
  5. e) Good leadership accelerated the industrialization process. Between 1949 and 1955, Germany chancellor Konrad Adenaur proved to be an able leader who encouraged industrial growth.

Japan.

Japan is a nation that has achieved a great deal in industrialization. In the 18c, Japan was faced with civil wars. Later she made contacts with the west, through which her leaders realized that industrialization could strengthen Japan as a nation. Great strides towards industrialization were made during the reign of Emperor Meiji from 1896.

Factors that enabled Japan to emerge as an industrial power

  1. She had enterprising citizens who were hard working and determined. They are always ready to undertake risks in business. The national motto ‘just in time’ confirms their efficiency.
  2. The Long period of political stability especially after World War II has promoted industrialization.
  3. The role played by America in financing the industrialization process in Japan as a means of preventing her from falling under the influence of communists after world war II. This enabled Japan to build many industries in the post war period.
  4. Japan is a country whose industrial growth has never been slowed down by industrial disputes. The Japanese work for life. When one is employed in Japan, they put the interest of the employer first. This therefore reduces industrial disputes.
  5. The Japanese goods are always of high quality and affordable. For example the vehicles, thus ensuring a steady market both local and international.
  6. The Japanese education system is technically oriented ensuring production of skilled.

Unskilled manpower has been made availability thanks to the abolition of the policy of feudalism that enabled labourers to move from the farms to the industries.

  1. Japan has a well developed transport and communication network of railway, roads, water transport, large airports and electric trains. This has enabled improved transportation of raw materials to factories and manufactured goods to markets
  2. Existence of an industrial base. Before World War II, Japan had already attained a certain level of industrial development. Many industries were not completely destroyed during the war period. The industries were repaired after the war.
  3. Japan has a highly developed renewable hydro-electric power given the existence of large and fast flowing rivers.
  4. The government invited expatriates and deployed them to local industries. In 1870, a group of 100 Japanese were sent out to western European factories to learn.
  5. Geographical factors. The country’s terrain did not favour agriculture thus making industrialization the best option to improve her economy.
  6. The open investment policy encouraged the west to invest in her industrialization. The government encouraged foreign industrialists to plough back their capital and resources into the Japanese economy.

Industrialization in the third world countries.

The term ‘Third world’ refers to developing nations of Africa, Asia and South America.

Most of them are former colonies of European powers and there resources were used to develop the mother countries during the colonial period.

Reasons why many developing countries have lagged behind in industrialization.

  1. a) Long periods of colonization relegated them to the role of suppliers of raw materials and as markets for industrial goods from developed nations at the expense of their own industries.
  2. b) Poor transport and communication systems has undermined industrialization since raw materials and manufactured goods cannot be transported to their various destinations.
  3. c) Inadequate capital. Most of the third world countries have poor agricultural-based economies which cannot support meaningful industrialization.
  4. d) Poor technology. The use of appropriate technology in third world countries is lagging behind and this hampers exploitation of natural resources and manufacturing of goods.
  5. e) Many developing countries face stiff completion from the industrialized nations that produce high quality products and have an advanced marketing system for their goods.
  6. f) High levels of illiteracy among majority of the population in developing countries leads to lack of technical and scientific skills necessary for industrial take –off.
  7. g) The protectionist policies adopted by developing countries have discouraged private enterprises and foreign investment. Policies like nationalization and imposition of import duties discourage investors in many countries.
  8. h) High levels of poverty in third world countries mean low domestic market. Governments also spent most of their resources to provide for the basic needs of their citizens at the expense of industrialization.
  9. i) Many third world countries have been faced with political instability problem. This has hampered industrialization. There are numerous civil wars or cross-border conflicts in many countries.
  10. j) Third world countries often poor disaster management strategies. The devastating effects of natural disasters affect industrialization.
  11. k) Lack of skilled personnel. Many well trained people migrate to the developed nations in search of well paying jobs. Since independence however, some have made tremendous effort to industrialize. For example, South Africa, Brazil and India.

Brazil

The fourth largest nation in the world after Canada, China and USA, she was colonized by Portugal and attained her independence in 1882. In the last 25 years, she has been able to expand and diversify production of manufactured goods.

Her industrialization has been in four main sectors namely;

  1. Petroleum and petrochemical industries. She has petrochemical complexes based in the states of Balica, Rio Grande, Dosul and Sao Paulo.
  2. Motor vehicle industry. The country has earned a lot of forex through the massive manufacture and sale of motor vehicles since 1997.
  3. Aircraft and aerospace industry. The Brazilian Space Agency (AEB) and the National Institute of Space Research (NPE) have been involved in the Brazilian space programme which comprises the construction of satellites and launching of space craft.
  4. Electricity generation industry. The main source of Brazilian electric energy is water. In 1996, 92 % of all her electricity power generation was HEP.

Factors that have facilitated industrialization in Brazil

  1. a) Availability of Cheap and both skilled and unskilled labour from the country’s large population especially after the abolition of slave trade.
  2. b) Plentiful natural resources. For example mineral supplies like gold, coal, iron ore, uranium, and manganese etc, agricultural raw materials like coffee, sugarcane, cocoa and maize and forest resources are a great boost to industrialization
  3. c) Availability of hydro-electricity as early as 1905 to boost industrialization. Coal is also available.
  4. d) Foreign capital. There was heavy influx of foreign capital from countries such as the USA,Canada, Britain, Portugal and France which led to establishment of industries in the country.
  5. e) Improved transport and communication. Railway lines were constructed in most parts of Brazil thus opening the interior areas for the exploitation of natural resources and

transportation of manufactured goods.

  1. f) Good economic policies adopted by President Getulio Vargas (1930-1945) have contributed to industrialization in Brazil. He encouraged the development of transport and communication. He encouraged the harnessing of HEP. He Provided loans and subsidies to certain industries. Adopted protectionist policies of imposing heavy duties on imports. He encouraged exploitation of oil.
  2. g) Development of banking in major Brazilian cities such as Manaus, Salvador, Brasilia and Sao Paulo facilitated provision of loans to individuals who wanted to venture in business.
  3. h) Large Internal and external markets. Increased Trade between Brazil and other countries has led to growth of external market to supplement the available market locally.
  4. i) The World War II which made it hard for her to import goods from Europe thus compelling her to manufacture her own goods.

Obstacles to industrialization in Brazil.

  1. a) High levels of poverty (more than 40% of the population is poor) meaning low purchasing power. Governments also spent most of their resources to subsidize the basic needs of their citizens at the expense of industrialization.
  2. b) Inability to fully exploit her natural resources especially those found in low population

zones like the south where labour for exploitation is lacking.

  1. c) Huge foreign debt. A lot of money is being used to service these debts at the expense of industrialization.
  2. d) Poor technology. The use of appropriate technology for exploitation of natural resources and manufacturing of goods is still lagging behind in Brazil.
  3. e) Stiff completion from the industrialized nations like USA and Western Europe that produce high quality products and have an advanced marketing system for their goods.
  4. f) The resources of Brazil are monopolized by the multinational companies that are based there. The government therefore has no freedom to exploit them for use in industries.

SOUTH AFRICA

She attained majority rule in 1994 after a long struggle against the apartheid regime. The country has achieved great strides in industrialization with many industries including iron and steel industries, engineering, locomotive, chemical, textile, cement, light industries and tourism

Factors influencing industrialization in South Africa

  1. a) The country is endowed with mineral resources such as gold, diamonds, Iron etc.
  2. b) Availability of Cheap and both skilled and unskilled labour from the country’s large population.
  3. c) Availability of natural resources. For example mineral supplies like gold, lead, iron ore, uranium, manganese, Zinc, Bauxite, Tin, Chromium, Tungsten, Phosphate etc. some of these resources are in plenty and are exported to earn forex.
  4. d) Development of hydro-electricity has boosted industrialization. Coal is also available from the Witwatersrand.
  5. e) Development of transport and communication. Railway lines, water and road network have been improved thus opening the resources for the exploitation and for transportation of manufactured goods. Air transport is also well developed thus enhancing business operations.
  6. f) Availability of capital from her trade in other materials.
  7. g) Government support. The government has adopted sound economic policies that promote industrialization. For example imposing heavy tariffs on the imported commodities as a means of protecting local industries, encouraging foreign entrepreneurs to invest in the country and encouraging local investors.
  8. h) South Africa is endowed with a variety of tourist attractions like wildlife which boost the tourism industry.
  9. i) Large Internal and external markets. Increased Trade between South Africa and other

countries especially after end of the apartheid rule has led to growth of external market to supplement the available market locally.

Challenges facing industrialization in South Africa.

  1. a) Long periods of apartheid rule was accompanied with sometimes violent resistance and struggle for majority rule which created an atmosphere not conducive for investment
  2. b) The country suffered long periods of economic sanctions imposed by the United Nations between 1948 and 1994 which affected her manufactured goods that could not access external markets.
  3. c) There were rampant industrial strikes in the country, during the apartheid regime which affected industrialization.
  4. d) The HIV and AIDS scourge has ravaged the country’s labour force thus seriously undermining the industrial efforts.
  5. e) There is stiff completion from the industrialized nations in Western Europe that produce high quality products and have an advanced marketing system for their goods.
  6. f) High levels of insecurity which, at times, discourages would-be foreign investors.
  7. g) High levels of poverty in South Africa mean low purchasing power. Manufactured goods perform poorly locally.

India.

Since India’s independence from Britain in 1947, the country has continued to experience extensive industrialization

Factors that facilitated India’s industrialization.

  1. a) Existence of good industrial base from the textile and leather industries. The British governor Lord Dalhousie also laid a good foundation for industrialization by promoting road construction and cotton growing.
  2. b) Also cottage industries like smithing and textiles existed in India long before colonialism. This formed the basis for modern industries
  3. c) Availability of Cheap and both skilled and unskilled labour from the country’s large population which is almost at a billion mark
  4. d) Existence of raw materials. For example mineral supplies like iron ore, manganese and coal allowed development of heavy industries. Cotton was also available as a textile industry raw material
  5. e) Development of energy sources like coal and hydro-electricity has boosted industrialization. Other sources of energy include oil, natural gas and nuclear energy..
  6. f) Development of transport and communication. The great trunk road from Calcutta to Punjab and sea transport development has led to resource exploitation and transportation of manufactured goods. Communication services have also been greatly improved.
  7. g) Good technical and scientific education available in India has produced experts who are in great demand in industry and agriculture.
  8. h) Availability of capital from her trading contacts with European countries like Portugal, Britain, France and Holland.
  9. i) Good national development plans. In the first five-year development plan of 1951, the government adopted sound economic policies that prioritized agriculture especially modern farming. The second phase emphasized industrialization, especially decentralization if industries to high population areas where labour and market existed.
  10. j) The government has imposed protective tariffs on the imported commodities as a means of protecting local industries.
  11. k) Political stability. India has enjoyed a long period of political stability since her independence thus giving investors’ confidence.
  12. l) Development of banking in India has enabled farmers and industrialists to access credit facilities.

Challenges facing industrialization in India

  1. a) Competition from goods manufactured in the developed countries; the developed nations produce goods of high quality than those manufactured by the Indian industries.
  2. b) High population in India requires that the government spare enough capital to feed the people. The government spends a lot of revenue in developing agriculture to feed her people.
  3. c) High poverty levels i.e. majority of the Indian population is poor and do not have adequate purchasing power for her manufactured goods/ the local market is therefore limited.
  4. d) Lack of efficient communication and transportation infrastructure hence poor movement of goods and labour.
  5. e) Natural calamities e.g. drought and floods that destroy raw materials for industries.
  6. f) Political conflicts e.g. with neighboring Pakistan, and the civil unrest hinders industrial development.

URBANIZATION

This is the process by which people are attracted to live in towns or large settlements.

An urban centre is any area with a human population of 20,000 people or more.

Early Urbanization.

Some of the early urban centres in Africa included Cairo, Meroe/Merowe and Kilwa.

Factors that influenced development of urban centres in Africa.

  1. a) Existence of transport routes-Meroe/Merowe located at an intersection of transport routes.
  2. b) Availability of water for irrigation which increased food production and influenced growth of towns e.g. Cairo.
  3. c) Industrial development –areas of industries grew up as towns since they attracted laborers e.g. Cairo.
  4. d) Commercial activities like trade-location along trade routes.
  5. e) Strategic location which ensured security and thus ample growth e.g. Kilwa.
  6. f) Growth of religion –some grew rapidly because they were religious centres.
  7. g) Mining –led to development of towns’ e.g. Meroe, Johannesburg.

Cairo.

This is the capital city of Egypt. The city was founded in 969 AD when the conquerors from Tunisia, ‘The Fatimid Dynasty’ invaded and conquered Egypt

Factors for the growth of Cairo

  1. a) The Nile River provided water for domestic use and was also a means of transport. This enabled Cairo to grow.
  2. b) Availability of water for irrigation which increased food production and influenced growth of Cairo.
  3. c) Industrial development –various industries developed in Cairo. Food processing industries and construction works. The industries attracted migrants from rural areas.
  4. d) Fertile Nile Valley. the Valley had adequate rainfall and the river always carried silt which it deposited downstream to provide
  5. e) The Suez Canal which was opened in 1869 opened a new trade route which encouraged the arrival of thousands of Europeans. Commercial, administrative and public buildings were constructed during this time.
  6. f) Commercial activities like trade-location along trade routes. The Strategic location along the Nile attracted caravans which would pass through Cairo from North, west and Central Africa
  7. g) The opening of the Aswan High Dam in 1902 enhanced food production through irrigation thus influencing Cairo’s growth.
  8. h) The effects of the two world wars which disrupted Egypt’s trade with other countries thus compelling her to find ways of substituting imports. This boosted industrialization
  9. i) Cairo is a cultural centre being home to treasures preserved from the early Egyptian civilization and Islamic culture in their museums. ‘The city of a thousand Minarets’.
  10. j) Cairo also grew as a centre of education and medicine. Several institutions of higher learning such as the University of Cairo, American University and Azar University contributed to this.

Functions of Cairo

  1. a) It was a national capital and a political centre of the Arab world.
  2. b) It serves as the transport and commercial centre of North Africa and the Middle East.
  3. c) It is a recreational centre housing many recreational facilities like stadiums and entertainment halls
  4. d) Cairo has been a historical centre being the house to the Egyptian civilization for over 5000 years
  5. e) Cairo serves as an industrial centre. Many of these developed during the industrialization process. For example, textile, vehicle and communication equipment assembly plants.

Cairo faces the following problems today;

  1. a) High population. Cairo is the largest city in Africa and the Middle East. One fifth of Egypt’s population stays in Cairo. In 1988, her population was 11 million.
  2. b) Scarcity of food. The high population in the city has caused food shortage.
  3. c) The number of unemployed people in Cairo is increasing every year mainly due to the high rate of migration to the city and the natural population increase.
  4. d) Housing problems. Between the Nile and the main airport, between 250,000 to 900,000 poor people have put up shanties. This area is commonly reffered to as the ‘city of Death’.
  5. e) Traffic jams.
  6. f) Pollution from the industries, vehicle exhaust, desert storms and garbage burning.
  7. g) High crime rate. This is mostly due to the high unemployment level

Solutions to the problems facing Cairo.

  1. a) The food shortage problem is being tackled through reclaiming land for agriculture. The Aswan high Dam provides water for irrigation.
  2. b) The housing problem is being addressed by constructing industries in the suburbs to reduce the population in the city.
  3. c) Traffic jams have been eased through the launching of the Cairo Metro in 1987, which was Africa’s first subway system, which serves the Ramses station to the north and Helwan area to the south. It conveys 60,000 passengers per hour.

Meroe/Merowe.

This was the second capital of the kingdom of Kush and emerged as a city in 650 BC. It rose to become an important industrial centre and specifically iron working producing weapons, hunting and farming tools.

Factors for growth of Meroe.

  1. a) Existence of transport routes-Meroe/Merowe was located at an intersection of transport routes (from east via the red sea and from north via Egypt). This promoted trade with other parts of the world.
  2. b) Abundance of wood fuel, from the heavily forested Blue Nile / white Nile intersection area, which was a key to the prosperity of the iron-working industry.
  3. c) Mining –Merowe was located in a region endowed with a lot of iron.

Social effects of the growth of Merowe

  1. a) The Merotic language developed to replace the Egyptian language previously used by the Nubian founders of Merowe.
  2. b) New architectural developments took place in the region. These were characterized by tombs where rulers were buried after death, ruins of temples, palaces and homes.
  3. c) Other industries developed besides the iron working industry. For example, weaving of cotton, cloth and pottery

Functions of Meroe during the colonial period

  1. a) Meroe was a centre of iron working hence an early industrial centre.
  2. b) A mining centre since Meroe had iron ore, which it mined.
  3. c) A religious function since it had many temples where people worshipped their gods. The priests who headed the Meroe church had their headquarters in Meroe.
  4. d) It was a centre of trade.
  5. e) It was an administrative and political centre.
  6. f) Transport centre-major trade routes converged and radiated from Meroe.

Factors that led to decline of Merowe

  1. a) The rise of Axum kingdom of Ethiopia which denied her access to the red sea.
  2. b) The increasing desertification of the region, perhaps due to the rapid deforestation.

The city began declining in 350 BC.

Kilwa

The town is among the city states that developed along the east African coast. Her greatness was due to the Persian influence. One of its Shirazi rulers from Banadir Coast in Persia, Ali Ibn Hassan, transformed the town into a large city.The sultan erected a stone citadel to protect the island from external enemies. He also forced other conquered city-states to pay tribute to Kilwa.Later on Sultan al-Hassan Ibn Sulaiman I built the Great mosque of Kilwa in 1270 AD and a luxurious palace referred to by historians as Husuni Kubwa.

Factors influencing the growth of Kilwa

  1. a) Exemplary leadership provided by the Shirazi Leaders who kept enemies off and forced the neighbouring city-states to pay tribute to Kilwa.
  2. b) The strategic location of Kilwa enabled her to attract merchants as it was a convenient stopping place.
  3. c) Monopoly of the sofala Gold Trade. The control of the Sofala Gold trade had fallen in the hands of Kilwa by 1300 AD
  4. d) The gleaming buildings of Kilwa such as the great Mosque and palace made her the Jewel of the Zenj Coast, minting her own coins to add to her prosperity.. the mosque became a tourist attraction later own

Functions of Kilwa.

  1. a) It was a major trading centre flourishing mainly due to the gold trade.
  2. b) It was a major defence centre since it was heavily fortified against external aggression by a stone citadel.
  3. c) It was a religious centre. Mosques for Islamic worship were located at Kilwa e.g the great mosque.
  4. d) It was an administrative centre which housed palaces for the rulers and other rich people.However 14th C AD, Kilwa’s prosperity began to decline due to the following reasons.

Factors that led to the decline of Kilwa.

  1. a) Disruption of the Gold trade/ civil wars among communities.
  2. b) Dynastic rivalries/ family feuds.
  3. c) Series of rebellions among some of the towns.
  4. d) Conquest by the Portuguese who even burnt the towns.

Factors that led to the collapse of early urban centres in pre-colonial Africa

  1. a) Collapse of state system and kingdoms for example Kush collapse and the coastal city states.
  2. b) Collapse of trade and their economic systems e.g. the trans-Saharan trade and long distance trade.
  3. c) Collapse of Arab influence I east Africa and east Africa.
  4. d) Impact of Portuguese conquest leading to destruction of towns like manda and decline of others.
  5. e) Introduction of new types of trade e.g. legitimate trade which replaced slave trade.
  6. f) European colonization brought in a new social political and economic order.
  7. g) Exhaustion of mineral resources e.g. gold as in case of sofala and Kilwa as well as Meroe. Some minerals lost value.
  8. h) Changes in transport routes as new roads by-passed some towns thus diverting trade to other centres e.g. Timbuktu
  9. i) As a result of stiff competition, some towns dwindled as others expanded.

Early urban centres in Europe

Athens

This is one of the early states in ancient Greece that flourished after the Persian wars of between 490-480 BC.Athens developed from a farming settlement situated in a defensive site. It had many beautiful buildings such as the Parthenon (a large temple built between 460 and 430 BC in honour of Athena, the goddess of Athens). The acropolis was the highest part of the town.Athens had narrow streets and some of its houses were made of unbaked bricks or mud and thatched roofs.There were frequent outbreaks of diseases due to poor sanitation.The concept of democracy first developed in Athens. At the centre of the city was a market, Agora, which was used as an assembly hall for debates.Athenians were divided into four classes.

  1. a) First class –the richest that were the most heavily taxed.
  2. b) Second class- provided the cavalry for the army.
  3. c) Third class- provided the soldiers for the infantry.
  4. d) The fourth class- the poorest and who paid no taxes.

Athens began to decline due to the Peloponnesian wars (431-404 BC). It was finally crushed in 338 BC by Phillip of Macedonia.Currently Athens is the capital of Greece with a population of 4 million.

Factors that led to growth of Athens.

  1. a) Trade and commerce. Their soils of the surrounding areas were infertile and, therefore could not support agriculture. The Athenians therefore resorted to trade to obtain foods in exchange for wine, wool and olive oil.
  2. b) Athens was located in an easily defensible place. The town was surrounded by water, valleys and highlands making it difficult for an external enemy to attack.
  3. c) Religious activities. The area was a worship centre. People coming to the Parthenon temple contributed to the growth of the town.
  4. d) Accessibility and communication network. The port of Athens was located about six kilometres from the city thus making Athens a transport centre.
  5. e) Availability of water.

Functions of Athens.

  1. a) It was a cultural centre. The Greeks loved to watch play. In Athens, there was the great theatre of Epidaurus.
  2. b) An educational centre. In Athens, every person was taught how to read and write. Athens became a centre of scholarly work producing great thinkers like Socrates, Plato, Pythagoras, Archimedes and Aristotle.
  3. c) Athens was a sports centre. There were Gymnasiums where boys were taught games which were developed into what came to be known as Olympics.
  4. d) Religious centre. The Parthenon temple was a great manifestation of this function. People coming to the Parthenon temple contributed to the growth of the town.

London.

The capital city of England, it is situated on the estuary of the river Thames. Its name is derived from the name Llyn Dun which means ‘Celtic Lake Fort’.  The town developed during the Roman rule in Britain in A.D 43.By 314 AD London had become an early centre of Christianity.In 1381, the city was adversely affected by a serious peasant, revolt that led to massive destruction of property.By 18th c, London had emerged as an elegant city though however also with numerous urban related problems. In 1890, it hosted the world’s first electric train.

Factors influencing growth of London

  1. a) Trade-money obtained from trading was used to build the city.
  2. b) Industrialization-industry such as textile, ship building, metal works, etc led to the growth of London.
  3. c) Improved transport –London is well served by a network of railway and roads. This facilitated the movement of goods and people.
  4. d) Shipping activities-there are many harbours in London enabling expanded loading and unloading activities
  5. e) Population growth.
  6. f) London was the seat of government for a very long time.

Functions of London

  1. a) It was a transport and communication centre. The city was inter-connected with roads which served various parts of Britain. The city houses the main international airports on UK. E.g. Heathrow- the busiest airport in the world.
  2. b) It is a political and administrative capital with offices for the Prime Minister and cabinet. The Monarchical offices are also located here.
  3. c) It is a commercial centre. Many financial institutions such as banks and other commercial and trading activities attract a lot of traders.
  4. d) An industrial centre. London was an early centre of the textile industry. There are light service industries in the city.
  5. e) It is an educational centre, housing institutions like the oxford university, the University of London, founded in 1836, etc.
  6. f) London is a historical centre. The city has theatres for the performance of cultural activities and museums which display artefacts of Historical importance.

Problems of London

Like many large cities worldwide, London has its share of problems:

  1. a) Overcrowding,
  2. b) Unemployment has continued to increase with the growing population. In 1988, for example, nearly 1 in 8 people were unemployed throughout London and the situation in the inner city was worst
  3. c) Poor housing and homelessness. This has led to development of slums.
  4. d) Transportation is another problem. However, an excellent public system has helped to alleviate this.
  5. e) Air pollution continues to be a major challenge.
  6. f) Rural-urban migration by the job seekers causing overcrowding in the city.
  7. g) This was a greater problem in London in the initial stages.

Modern cities in Africa.

Nairobi.

Nairobi developed as a depot and camp for the railway workers during the construction of the kenya-Uganda railway

Factors influencing the growth of Nairobi

  1. a) Excellent location in an area almost midway between Mombasa and Lake Victoria.
  2. b) There was adequate supply of water.
  3. c) The land was suitable for construction of workshops as it was flat.
  4. d) The climate was suitable for Europeans. Cool temperatures at an altitude of 1700m.
  5. e) It was surrounded by a fertile countryside producing adequate foods.
  6. f) Transfer of the seat of the colonial government in 1907.

Functions of Nairobi.

  1. g) It was a transport and communication centre. The city is inter-connected with roads which served various parts of the country. The city houses the main international airport- JKIA.
  2. h) It is an administrative capital with offices for the head of state, cabinet, parliament and department of defence.
  3. i) It is a regional headquarter of various international bodies like UN, ILO etc.
  4. j) It is a commercial and financial centre. Many financial institutions such as banks and other commercial and trading activities attract a lot of traders.
  5. k) An industrial centre. Nairobi’s industrial area hosts many key industries in Kenya and east Africa.
  6. l) It is an educational centre, housing institutions like the University of Nairobi, kenya polytechnic and other key institutions
  7. m) It is a tourist centre. The town boasts of various tourist attractions such as the Nairobi National Park, National Museums etc.

Problems facing Nairobi

  1. a) Rural-urban migration by the job seekers causing overcrowding in the city.
  2. b) Unemployment has continued to increase with the growing population.
  3. c) Poor housing. The population growth in Nairobi to 3 million has not corresponded to the development of housing.
  4. d) Inadequate social services including health services and educational facilities.
  5. e) Congestion on roads caused by an increase in the number of vehicles on the roads while the road network is not expanding.
  6. f) Poor town planning has led to poor drainage, especially during heavy rains when a lot of flooding occurs
  7. g) Pollution continues to be a major challenge in Nairobi. The factories located in the city are a cause of air and noise pollution.
  8. h) Water shortage caused by the high rate of expansion in the town and the depletion odf water reservoirs.
  9. i) The rate of HIV/AIDS infection is very high.

Solutions to these problems

  1. a) New housing projects are being developed. For example the Mathare slums upgrading project.
  2. b) The education and other social services are being provided through a cost-sharing scheme between the government and the town dwellers.
  3. c) The government is addressing the transport/congestion problem through the upgrading of the Thika superhighway to an eight lane highway; the Nairobi Syokimau Railway service was commissioned by president Kibaki I November 2012 to de-congest jogoo road. Etc.
  4. d) The government is encouraging the expansion of the informal sector as an alternative source of employment.
  5. e) The government is rehabilitating street families by taking them to school s to acquire relevant skills to make them useful to the nation.
  6. f) New water projects have been put in place. For example, the third Nairobi water Project from River Chania.
  7. g) The government is sensitizing, through NGOs and GOs, civilians about responsible sex as a measure to curb the spread of HIV/AIDS.

Johannesburg.

The city started as a mining camp in 1886 after the discovery of gold in the Witwate-rsrand. This attracted thousands of people coming to prospect for minerals and seek for employment. By the end of 19thc, the population of Johannesburg had risen to 166,000 people.

Factors which contributed to the growth of Johannesburg

  1. a) Existence of minerals/discovery of gold in the Witwatersrand which resulted in a rush of people to the area.
  2. b) Availability of energy i.e. coal which was an important source of energy to the mines, industries and homes.
  3. c) Excellent location in the veldt/plain making construction work easy.
  4. d) Its proximity to Vaal River which supplied plenty of water to industries and domestic use.
  5. e) Area around Johannesburg is fertile and therefore agriculturally productive ensuring steady supply of food.
  6. f) The organization of the city council which has ensured that financial control and revenue collection is effectively and the city able to manage its growth problems.
  7. g) Government policy of supporting industrial development. This has favored its growth.

Functions of Johannesburg.

  1. a) It was a transport and communication centre. The city has a highly develope d network of transport lines since it served the mining industry. In June 2010, it became the first city in Africa to house an electric train service.
  2. b) An industrial centre. Its manufacturing functions include mining, metalwork, engineering, diamond cutting, jewellery manufacturing and food processing.
  3. c) It is a commercial and financial centre. Many financial institutions such as banks and other commercial and trading activities attract a lot of traders. It is also a major shopping centre in South Africa.
  4. d) It is an educational centre, housing institutions like the University of Witwatersrand, teacher training colleges and other key institutions.

Problems facing Johannesburg

  1. a) The problem of racial segregation. The black Africans who work around Johannesburg were often treated almost as slaves though they were the majority in the country.
  2. b) Poor housing. Most of the workers who work in and around Johannesburg live in shanties, mainly because of underpayment
  3. c) Unemployment has continued to increase with the growing population. Though the city is an industrial town, her industries have failed to provide sufficient employment for all people in the town.
  4. d) Rural-urban migration by the job seekers causing overcrowding in the city.
  5. e) A large gap between the affluent class, especially the Europeans and the poor people who majorly are African
  6. f) Congestion on roads caused by an increase in the number of vehicles on the roads while the road network is not expanding.
  7. g) The city has the highest crime rate in the world.
  8. h) Inadequate social services including health services and educational facilities.
  9. i) Water shortage caused by the high rate of expansion in the town and the depletion ofwater reservoirs.
  10. j) The rate of HIV/AIDS infection is very high.

Solutions to the problems

  1. a) The apartheid regime was ended in 1994 thus ending the problem of racial segregation.
  2. b) The new government of South Africa is trying to come up with better housing estates.
  3. c) Crime has been contained by creating more job opportunities.
  4. d) The government is sensitizing, through NGOs and GOs, civilians about responsible sex as a measure to curb the spread of HIV/AIDS

Impact of agrarian development on urbanization in Africa

  1. a) The practice of agriculture forced people to adopt a sedentary lifestyle. Such settlement formed the basis of the earliest urban centres.
  2. b) Early agriculture led to specialization. The areas where the potters, iron smelters weavers and fishermen did their work grew up into urban centres
  3. c) From the agrarian revolution, there was adequate food for town dwellers.

On urbanization in Europe

  1. a) The revolution in Europe led to a landless society who moved to urban centres seeking employment. This promoted urban growth.
  2. b) Increased agricultural production ensured steady supply of raw materials to the new industries hence further growth of the industries.
  3. c) Agricultural expansion meant the big farmers had to borrow loans hence the expansion of banking facilities in towns leading to further growth.
  4. d) Agricultural produce entering and leaving countries had to be handled in ports hence towns near coasts grew.

Impacts of industrial revolution on urbanization in the world.

  1. a) The establishment of many factories drew many people to towns in search of employment, the mining industry attracted many people to work in the mines. The mining camps soon grew up into towns.
  2. b) Industrial revolution stimulated innovations in transport and communication ensuring faster movement of people to further expansion of trading towns.
  3. c) The growth of industry has led to expansion of port towns to handle increased

manufactured goods for export and raw material for factories e.g. growth of London, Budapest, Marseilles, Lagos and Cairo.

  1. d) The use of machines replaced human labour and caused layoffs. Those who lost their jabs sometimes became a security risk hence an increase in crime.
  2. e) The many inefficient factories that came up after the revolution have caused massive air and water pollution.
  3. f) Rural urban migration has exerted pressure on the limited resources and services the towns can offer.

Consequences of urbanization on European communities during the 19th c.

  1. a) Rural –urban migration by Africans looking for better opportunities led to increased crime levels and insecurity for the Europeans.
  2. b) Air pollution which also affected them.
  3. c) Creation of employment for the Europeans in the developing industries.
  4. d) Creation of markets for agricultural produce due to increased urban population.
  5. e) Europeans were deprived of cheap African labour as most of them moved to urban areas.

ORGANIZATION OF AFRICAN SOCIETIES

Despite the high amount of decentralization of African communities in the 19th c , there existed a few who were centralized. For example, Buganda, Ethiopia, Buganda, Asante, Mandinka, Ndebele and shona among others.

The Baganda

These were a Bantu speaking people of the Buganda kingdom in Uganda. The Buganda Chiefdom had emerged as early as 140 AD as a subject state of Bunyoro- Kitara Kingdom

Origin of Buganda kingdom

The kingdom was crystallized around the counties of busiro, kyadondo and mawakota.

Traditions also state that the first king and creator of Buganda kingdom was Kintu who came from the east around Mount Elgon region. It is believed he entered Buganda with 13 clans. Other theories attribute Buganda’s origin to the Luo. That Kimera Kato, a brother of Isingoma Rukidi Mpunga the founder of the luo-babito dynasty in Bunyoro was the founder of Buganda.It is also probable that Buganda might have been one of the many kingdoms founded by the bachwezi- the demi-gods.Other clans of Buganda are believed to have come from the ssese islands.

Factors that led to the growth of a strong Buganda Kingdom

  1. a) Good strong and able leaders like Kkyabagu, junju and Suna etc. who propelled it to prosperity by uniting the people and restructuring the existing administration system.
  2. b) Buganda Was small and a compact kingdom and therefore easy to manage. Other kingdoms like Bunyoro-Kitara were too large with a class system.
  3. c) Its strategic location in a defensible position in the lake region was of great advantage over her rivals Toro and Bunyoro. She lay next to Lake Victoria giving her defence, communication and transport advantage. On the east were small states of Toro and Ankole who posed no threat.
  4. d) Good climate and fertile soils in the region. This enabled successful growing of Bananas, their staple crop.
  5. e) The contacts with the Waswahili enabled her to gain riches and weapons/guns.
  6. f) The kingdom had a strong loyal army to defend it from her warring neighbors. The Kabaka even possessed a royal navy that kept guard over Lake Victoria.
  7. g) Existence of a centralized government making the kingdom cohesive.
  8. h) The ganda traditions allowing the kabaka to marry from every clan as means of ensuring unity.
  9. i) System of labour organization. The tradition demanded that farming be done by women while the men were involved in other activities such as politics, carpentry, war, bark cloth making and smithing
  10. j) The wars of conquest which finally led to her expansion.

How Buganda kingdom was governed.

Buganda kingdom had a highly centralized monarchy under the kabaka who enjoyed absolute powers. His position was hereditary. The Kabaka’s Court was the nerve centre of the Baganda community. All symbols of Royal authority were kept in the court. E.g. the throne (Namulondo), royal Drums, spears and stools.  The kabaka was the political leader of the Baganda kingdom. He was the Head of the traditional religion –lubale/ he was the chief priest. He was the judicial head and the final court of appeal/he was the supreme judge. The was the commander-in- -chief of the armed forces.He appointed senior government officials and dismissed them when need arose. He controlled trade.

The capital of the kingdom was at Mengo, where the palace, Lubiri, was situated.

The kabaka appointed senior government officials and dismissed them when need arose. Forexample, he appointed the katikiro, omulamuzi and omuwanika i.e. prime minister, chief justice and treasurer respectively who assisted him in administration. He also appointed mugema (the senior most chief among the Bataka), Musenero (the chief Butler) and Mfumbiro (the chief baker).The katikiro was in charge of organizing tax collecting and public works. He planned wars in the Kabaka’s name. He had to protect the kabaka during war. He was responsible of informing the kabaka of the decisions he made on court issues. Below him were omulamuzi (chief justice) and omuwanika (treasurer) who were directly responsible to the kabaka.The Bataka were minor chiefs in charge of clans, guarded land, collected taxes, carried out conscription to the army and presented the page boys to the kabaka.Peasants served under chief and were to fight in wars. Slaves (badus) served the king chiefs in their homesteads. Pages and bagalagala (sons of chiefs and other nobles) served the kabaka too.To ensure unity the kabaka married from principal clans.There was a Lukiko which advised the kabaka and was the final court. It comprised 69 members who were nominated by the kabaka (positions were not hereditary). It made laws and debated issues concerning the kingdom. It also directed tax collection and planned expenditure, it acted as the final court of appeal, and it represented the needs of the people to the kabaka. It helped the kabaka in general administration. It checked the activities of government.

Political organization

The kingdom was divided into counties (Ssaza) and sub-counties. Each county was under Ssaza chiefs whose position was hereditary initially before the kabaka began to appoint them as a means of making them accountable. Each Ssaza was divided into a gombolola headed by a gombolola chief, who maintained law and order and collected taxes. The gombololas were further divided into smaller sub-divisions called miluka each under a miluka chief. The miluka was divided into kisoko. The smallest administrative unit among the Baganda was the village council. The Abatongole appointed by the kabaka, governed the vassal states

Social organization of the Baganda

The kingdom was divided in social classes with the royal family occupying the top of the hierarchy, then ruling class, the chiefs who ruled over the peasants or commoners known as bakopi.At the bottom of the social class were the slaves (Badu) who were acquired mainly through raids on neighbouring communities such as Busoga, Toro and Bunyoro.

The Baganda believed in the existence of many gods some of whom included;

  1. a) Katonda, God the creator whose home was in heaven. The prayers to him were done every morning and were conducted by the head of the homestead.
  2. b) Kibuuka, God of war and thunder.
  3. c) Mukasa, goddess of fertility who was worshipped in order to bless the nation with more children, livestock and a bumper harvest.
  4. d) Kiwanuka, god of lightning.
  5. e) Nawagenyi, goddess of Drought.

The community also believed in the existence of ancestral spirits whose main responsibilitywas to maintain discipline in the clans since the spirits were believed to restrict their influence to close relatives. Balubaale were the spirits of people who had supernatural powers and were consulted through prophets or mediums.

The Baganda had religious leaders, led by the kabaka, then the mediums, prophets, and medicine people.There also existed sorcerers called Balopo who were feared since they could cause harm to people.The Baganda religion however was greatly undermined by the influx of the Waswahili and ArabMuslims into the community in the 19th c.

The Baganda society was polygamous. For example, the kabaka was required to marry from all clans to maintain links in the society.There was division of labour according to sex. Women tilled the land while men engaged in warfare, built houses, and made clothes from bark-cloth.As a form of rite of passage, the Baganda went through formal education that trained them in their rites.

Economic organization.

  1. a) Buganda’s economy was based on agriculture and the production of the staple food bananas (matoke).
  2. b) The baganda also kept large herds of livestock. The bahima herded Kabaka’s herds. From the livestock, they obtained milk and meat to supplement their diet.
  3. c) The baganda conducted raids on their neighbours like the Buddu, Busoga and Kyaggwe through which they acquired slaves, livestock and ivory.
  4. d) There was division of labour, women worked in fields while men were involved in construction of roads, bark cloth making, smithing and war.
  5. e) The kingdom was deeply involved in local, regional and international trade. They exchanged bark cloth and beans for cattle from their neighbours. She exchanged slaves and hides for guns, glassware and cotton cloth from coastal traders.
  6. f) The baganda practiced iron working, producing hoes for cultivation and weapons for defence. Some of these items formed their trade items. Rich iron deposits were also acquired by waging wars against their neighbours.
  7. g) Handcraft was an important activity and included basketry and pottery.
  8. h) The textile industry consisted of bark cloth manufacture.
  9. i) Salt mining was an important activity.
  10. j) Fishing on Lake Victoria
  11. k) The baganda also engaged in some hunting activities to acquire ivory.

SHONA

The Shona were a Bantu-speaking people who comprised the Rozwi, Kore kore, Zezuru and Manyika sub-groups. The first stone buildings in Zimbabwe are believed to have been the work of the Shona. Their capital was at Mapungubwe, south of the confluence of the Limpopo and Shashi rivers.About 1450 AD, the Rozwi Groups gained dominance and established a centralized political system. They established the Mwene Mutapa Empire which ruled until the time of the Ngoni invasion in the 1830s.

Political organization of the Mwene Mutapa Empire

The emperor was the head of the state and government. Succession of authority was hereditary. Important emperors included Chikura, Nyatsimba, Mutota and Matope.

Religion played a role in government and united people. The emperor was a semi-divinereligious leader, a military leader and the chief priest. He was the only one who could communicate with the spirits of the ancestors. It was believed that when Mwene Mutapa died, he became a Mudzimu and automatically qualified to be worshipped as a national ancestral spirit.The ancestral spirits (Vadzimu) communicated people’s problems to god.Religion also influenced laws.The priests were used as spies and link between the emperor and the people.

Another unifying factor in the kingdom was the royal fire. It was from the continuous fire that each vassal chief carried a flame to his chiefdom that he kept burning as a symbol of national unity.The empire was divided into provinces namely Guruhaswa, Mbire, Utere, Banua, and Manyika each headed by a lesser chief. The most important chiefs in the empire sent their sons, with tribute in form of cattle, gold, slaves and ivory, each year to pay homage to the Mwene Mutapa as goodwill ambassadors.There was a standing army of warriors which was used for defence and expansion of the kingdom. Revenue from trade was used to run the army and sustain the empire.The position of importance held by Mwene Mutapa led to the creation of a complex Style of administration around him.

The government officials included the court steward, treasurer, commander-in-chief of the army and Mbokurumme (king’s sister-in-law). Others were the queen mother, the emperor’s sister and nine principal wives, the doorkeeper and the chief cook and head drummer. At the lower level were the lesser chiefs who paid tribute to the king by providing cattle, labour and agricultural produce.

Economic organization of the Shona.

The Shona country enjoyed ample rainfall with fertile soils thus enabling them to engage in the following economic activities;

  1. a) The Shona were mixed farmers who cultivated crops and reared animals. Among the agricultural produce were corn, millet, ground nuts, beans, watermelons, tomatoes, fruits and cabbages.
  2. b) The Shona practiced trade, specifically long distance trade between them and the Arabs and Waswahili at sofala. They gave Gold and ivory for cotton cloths, glassware, copper items, guns, daggers and knives.
  3. c) They were skillful hunters. They hunted elephants for their ivory which was in great demand. They also gathered wild honey and wild fruits to supplement their diet.
  4. d) The shona were skilled craftsmen who made articles like spears, hoes and knives. Others were goldsmiths who used gold to decorate. They also practiced cloth making from wild cotton and bark fibres.

Social organization of the Shona

Among the shona, Mwene Mutapa was regarded as a divine king and was therefore venerated. When he was well, the nation was also well.The shona religion was based on the Mwari cult. They believed in the all powerful God, Mwari/Murungu. His worship was done through several priests who were mainly produced by the Rozwi clan. The priests presided over religious functions in sacred places of worship, shrines where sacrifices were offered.The shona believed in ancestral spirits. They had two kinds of spirits, Vadzimu or family spirits and Mhondoro or clan spirits. The spirits communicated though an intermediary, Svikiro, a departed family or clan spirit.The shona had a national spirit Chamiruka who settled clan disputes and also protected the people against injustice in the government.The shona had a kinship system which was patrilineal (inheritance through the father). The shona were divided into clans whose names were coined from animals like leopard, monkey, elephant etc. it was a taboo to consume meat from such animals.They were a polygamous community which was viewed as a means to enable the family to have enough members to provide labour.The shona lived in stone buildings. Their skill in masonry is associated with the ruins of Mapungubwe found in Zimbabwe.

The Asante

The Asante are one of the Akan-speaking peoples who occupy the southern part of Ghana, west Africa. By the middle 18th c, the Asante/Ashanti had established the most dominant state in modern Ghana.

Origin of the Asante Kingdom

The empire Developed in the 1670’s. It was formed as a result of competition for gold fields in the Akan forestland. In the 1500’s: Akan peoples came into contact with Portuguese traders. Wealthy owners of the Akan gold mines begin to trade gold for Benin slaves with the Portuguese. In the 1670’s, Osei Tutu was a military leader and head of the Oyoko clan of the Akan peoplesTook control over a trade center near Kumasi and established this as his capital city. This happened after his maternal uncle Obiri Yeboa, the leader of the Oyoko clan was killed during war.A company of Akwamu troops are believed to have been instrumental in facilitating Osei Tutu’s rise to power. He conquered the neighboring chiefdoms and took control of their trade. He took the title of ASANTEHENE. He Collected taxes from the chiefdoms on profits from the gold mines. He built a standing army by demanding that chiefdoms provide soldiers. He sought the support of religious leaders throughout the region. For example, a priest of the shrine of the war god (Otutu0 called Anokye in Akwapim played a role in ensuring that Osei Tutu became the Asantehene.). He established the “GOLDEN STOOL” as a symbol of his rightful rule.

The Golden Stool

Akan peoples become Asante (Ashanti)

By 1700, Osei Tutu controlled most of the gold fields of the Akan forestland.Osei Tutu was succeeded by Opoku Ware (1717-1750). During his rule, he will extend the Asante kingdom to include most of what is today present-day Ghana. The new city-states now included Kumasi, Juaben, Bekmai, Mampon, Kokofu and Nsula.Opuku Ware will participate in the slave trade with the Europeans, selling war captives and growing very wealthy. Asante were one of the last great kingdoms to fall to the Europeans in the late 19th century.

Factors that led to the rise and growth of the Asante Empire

  1. a) The Asante had a strong economy based on agriculture. Both food and cash crops like Kola nuts were cultivated. This helped to increase the population.
  2. b) The Asante had capable political leaders they included Obiri Yeboa (1670-1678), Osei Tutu (1680-1717) who unified the people through the Golden stool that he created and Opuku Ware (1720- 1750).
  3. c) The several city-states that emerged around Kumasi supported each other. Most of them were related by the fact that they originated from the same Oyoko clan.
  4. d) The growth of the Trans- Atlantic slave trade brought a lot of wealth to the Asante people.

The wealth was instrumental in the prosperity of the Kingdom.

  1. e) The centralized political system under the Asantehene provided stability.
  2. f) The Odwira festival that was held annually helped to make the state more cohesive.
  3. g) The Asante were brave and proud people, and the need to free themselves from the oppressive rule of Denkyira, their former masters, motivated them to create a strong state.

Political organization

The Asante had a centralized political system. The Nucleus of the Asante Empire was five citystates of Kumasi, Dwaben, Bekwai, Kokofu and Nsula.The empire comprised of three parts, namely Kumasi (Metropolitan Asante), Amatoo states and Provincial Asante. Each part had its own system of administration though the three cooperated in some areas. Kumasi was directly ruled by the Asantehene and was recognized as Kumasihene.

Metropolitan Asante

These were the five states that lay 35 miles around Kumasi and which recognized the Asantehene as the supreme authority. The government of the metropolitan Asante consisted the confederacy council made of the Kings (Omanhene) of the various states and presided over by the Asantehene. The Asante Union provides a good example of a federal system of government. All the states within the metropolitan Asante paid tax to the Asantehene which was used to pay for the administration and form an army.Each of the five states had its own state council that made important decisions. Each also had its own Black stool that symbolized their power over the state .The omanhenes were expected to give the right of declaring war on another Omanhene, attended the annual Odwira festival (to pay allegiance to Asantehene, settle disputes and honor the dead), grant own subjects the right to appeal to the high court set up for the union of the capital and recognize the right of Asantehene to impose national levies.Neither the Asantehene nor the Omanhene enjoyed dictatorial powers.The kingdom had an army that was divided into several wings. Though overall leadership of the army was provided by the Asantehene, each Omanhene command his own forces. The Asantehene was deputized by Mamphohene who automatically take over army leadership whenever the Asantehene was unavailable.Among the Asante, there was compulsory military service for all able-bodied men in the empire (a system borrowed from the Akwamu).The Asantehene established a national festival called the Odwira festival during which all The Omanhene assembled in Kumasi to show their loyalty to the Asantehene, to honor the deadand to solve disputes amongst themselves. It also enhanced unity amongst the Asante states.

The golden stool, an idea invented by a priest called Okomfo Anokye (he claimed it came from the sky in 1695) during the reign of Osei Tutu, made the office of the Asantehene acceptable. It was a source of unity as it bound together the Asante states since they all recognized its sacredness.

Provincial Asante

It comprised all the states conquered by the Asante in the 18th century (subject states). Such people were represented in the army and paid taxes to the Asantehene. Osei Tutu appointed two consuls who resided in each subject state to supervise their affairs. An efficient bureaucracy was established in each o the provincial Asante states with the Asantehene appointing senior officials directly himself

Social organization

The Kingdom was composed of many communities who spoke the Akan language. The clans that made up the Akan speakers included the Akyem, Kwahu, the Fante, the Wassa, the Assin and the Akwapem. All these communities shared the same social institutions like the forty-day calendar, same marriage and naming rites. The basic social unit was the clan.They had a matrilineal system of inheritance. The birthright of each family passed through the mother from one generation to the other.  The practiced polygamy marriage due to wealth and comfort in society and prohibited inter clan (paternal and maternal clans) marriages. The Odwira festival helped unite the society besides the golden stool.

The Asante was socially stratified into social classes e.g. the rulers, rich, peasant farmers and slaves.  The Asantehene and his family comprised the royal family together with the Omanhene. The saves among the Asante were majorly war captives. Some of the female slaves could be elevated to concubines and later become entitled to some rights.They believed in magic and superstition and also worshipped gods and goddesses i.e. they were polytheists. Their supreme creator was Nyame (Nyambe).They believed in their ancestors as mediators between the people and God (gods). The Odwira festival was held annually to honour ancestors and solves my disputes. They offered sacrifices to their gods/ancestors including human sacrifices.The Asante hence was considered semi-divine being and highly regarded. Creative arts like dancing music, sculpture were highly respected in society.

Economic organization of the Asante 

Being located in an area rich in terms of land fertility forest resources, mineral resources and rainfall, the Asante Empire thrived economically in the following ways.

  1. a) Being located at the point of convergence of the trans-Atlantic trade routes, the Asante people participated in the trade providing gold, slaves and ivory in exchange for cotton, cloth, guns and gunpowder. They also provided middlemen and porters during the trade.
  2. b) The Asante practiced agriculture, growing crops like yams, vegetables and fruits. They also kept livestock like cattle.
  3. c) The community practiced gathering of Kola nuts and hunting for game meat from the forestto supplement their diet.
  4. d) They practiced iron working and made crafts such as baskets and pots

The Asante community however became a victim of the same economic wars it waged against her neighbours especially the Fante and Denkyira. In 1873, the British came to the aid of the Fante thus greatly weakening the Asante power.

Reasons for the collapse of the Asante Empire.

  1. a) The type of political organization in the kingdom did not encourage cohesion. Some states in the provincial Asante had no attachment to the golden stool/were semi -independent/ condition of a state within a state.
  2. b) Leadership struggle between the Asante and dwaben; a neighboring rival of Asante’s state.
  3. c) Civil wars /Constant rebellions from the conquered states /wars with other tribes e.g. war with the afante.
  4. d) British interference in the Asante affairs through the 19th they had a burning desire to destroy the Asante empire and colonize the region.. they even supported dwaben in her war against Asantehene
  5. e) Periodic interference with trade and trade routes as a result of wars weakened the financial position of the empire i.e. Abolition of slave trade as a major source of income.
  6. f) The Anglo-Asante wars which the British won led to final destruction of the empire.

CONSTITUTIONS AND CONSTITUTION MAKING

The term ‘constitution’ refers to a set of agreed principles and rules which state the structure and powers of a government.The constitution of Kenya is a supreme law that binds all people and all state organs at national and county level. It outlines the structure of government, defines the powers and prerogatives of the head of state, states the compositions, functions and powers of parliament, states the compositions of the executives and outlines the duties and rights of the citizens. Constitutions vary in various countries depending on different experiences and their form is determined by the following.

  1. a) The historical background of a country
  2. b) Geographical factors. For example the numerous islands of Japan must be catered for in their constitution
  3. c) Religious beliefs of the people. Some countries have the Islamic Sharia law in their constitution e.g Libya and Somali
  4. d) Race composition of a country. For example, in South Africa the apartheid racial policy had been included in their constitution.

Functions of a constitution

  1. a) The constitution provides the legal ground from which the laws of the country are made.
  2. b) It spells out the powers of government and its relationship to the gove rned.
  3. c) It spells out the rights and duties of all citizens. It also provides the options a citizen has, legally, if those rights and freedoms are violated.

Types of constitutions

  1. Written constitution.

This is a constitution in which the basic principles concerning the organization of government, powers of its various agencies and rights of the subjects are consciously written down in one document.The first country to adopt a written constitution was USA after she attained political independence from Britain on 4th July 1776. France adopted it in 1791following the French revolution of 1789. The primary objective of these adoptions was to include the rights of the citizens to avoid abuse by those in power.

Other countries with written constitutions include many European, African, Latin American and Asian countries. Kenya also has a written constitution.

Characteristics of a written constitution

  1. a) It acts as a standard of reference to which the acts of the government of the day may always be compared.
  2. b) It is a rigid document that cannot be altered easily.
  3. c) It is only amended through a clearly spelt out procedure which is followed to the letter.
  4. d) There must be a special body entrusted by the legislature with the work of drafting the constitution.
  5. e) Once drafted the constitution must get the approval of the legislature.

Advantages of a written constitution

  1. a) Since the procedures of amending a constitution are clearly spelled out, it is not easy for politicians or other interest groups in the society to alter it.
  2. b) In case of a crisis, the constitution provides very clear guidelines on the procedures to be followed, thus restoring stability in the country.
  3. c) Since a written constitution is rigid, it therefore recognizes that there are fundamentals in a state, e.g rights of citizens, powers and duties of the president, which should never be easily changed. Change can only be done after adequate consideration.
  4. d) It is fundamental to a newly formed nation so as to take off in an orderly and organized manner.
  5. e) A written constitution is important to ensure that the identity of the various groups are preserved and maintained in a country with diverse racial groupings, religion and ethnic composition.
  6. f) Since it is arrived at after thorough and careful consideration by all, it therefore unites the people in the nation as it would have acquired recognition and acceptance from the majority of the citizens.

Disadvantages of a written constitution.

  1. a) Due to its rigidity, it can fail to respond to changing circumstances and can therefore easily become obsolete.
  2. b) A written constitution tends to make the judiciary too powerful as it I the only body that interprets the document. Where the executive and the legislature control the judiciary, the constitution can easily be manipulated.
  3. c) Some written constitutions are too detailed and rarely understood by the ordinary citizens.
  4. d) The procedure for amending the constitution is slow and costly. This causes delays which could lead to civil disorder in a society.
  5. Unwritten constitution

This is a constitution where the fundamental principles of the organization and powers of the government are not contained in one document but rather in several scattered documents to add to the customs of a country. For example, the British constitution.

Sources of British constitution

  1. a) This refers to an Act of Parliament. Examples of statutes that comprise the British constitution are;

~  Act of Union with Scotland of 1707 that determined the territorial boundaries within which the United Kingdom’s constitution operates.

~  Parliament Act of 1911 that governs the relationship between the House of

Commons and the House of Representatives

~  The Reform Acts of 1832 and 1834 which determine succession to the throne.

  1. b) This refers to ancient or traditional practices or the common law. For example, the first born inheriting the throne.
  2. c) Laws of precedents. Past accepted principles may be applied to a new set of facts in a judgment and this may eventually become part of the law of the land.
  3. d) Customs of parliament. House procedures including standing orders and other regulations are part of the British constitution.

Key notes for the teacher and students- @Cheloti 2012-2013  82

  1. e) Historical documents. The following two Important documents form part of the British constitution;

~  The Magna Carta (1215AD) that contained the promises by the England King that he would not levy taxes outside the three legal feudal taxes without the consent of the legal counsel.

~  The Petition of Right (1628) in which King Charles I agreed not to levy taxes unless through the Act of Parliament.

  1. f) The Conventions and Practices that have become respected over the years are also part of the British constitution.

Advantages of unwritten constitution

  1. a) It is flexible and adaptable to changing circumstances in the society. This is especially valuable during periods of rapid socio-economic and political changes.
  2. b) It is indigenous and therefore suited for a state.
  3. c) It can be changed by ordinary legislative process.
  4. d) It provides continuity with the nation’s traditions and is therefore accepted and respected by the people.

Disadvantages of an unwritten constitution

  1. a) It gives the courts too much work in handling matters as they search for constitutional principles not only in judicial decisions but in different statutes and customs.
  2. b) Because of the nature of the unwritten constitution, it is not easy to protect the rights of people effectively as the fundamentals of the state are not recorded in a few or a single document.
  3. c) An unwritten constitution tends to be vague and indefinite as compared to the written constitution.
  4. d) An unwritten constitution presupposes that the people are politically conscious and alert and will ensure that their rights and liberties are respected.

Features/qualities of a good constitution.

  1. a) Definiteness; it must depict clear intelligence and one which facilitates thinking. It must define its content clearly.
  2. b) It should be comprehensive/ it must be short but inclusive of all the issues involved in government operation.
  3. c) Should be durable and elastic/ it should neither be too rigid to amend or change nor so flexible as to encourage interference of its basic principle.
  4. d) Should be able to protect fundamental rights and freedom of citizen/a bill of rights must be provided for in the constitution, showing the extent to which the government can interfere with individual rights.
  5. e) Amendment procedure must be stated clearly.
  6. f) The constitution must be representative of the diverse social and political spectrum of the people.
  7. g) It must exhibit supremacy of the people/ it must make the will of the people as the basis of government.
  8. h) It must stipulate the choice of government through free and fair elections
  9. i) Statement of national wealth. /It must have a clear statement on how resources are to be managed and how wealth created is to be distributed.Constitution making process in Kenya in pre-colonial, colonial and post colonial eras.

Pre- colonial era

The rules and regulation that formed the constitutional basis of pre-colonial communities in Kenya were mainly formulated by the councils of elders and then handed down from generation to generation.The constitution was unwritten constitution guiding only the political, economic and socio cultural activities

Colonial Era (1885- 1960)

Kenya was under the British colonial rule after the Berlin Conference upto 1963. The constitutional developments in the country were greatly influenced by the settlement of immigrant communities like the white settlers, the Asians and Christian missionaries. These communities competed with the Africans for control of economic resources and political power.The turning point in Kenya’s pre-colonial constitutional developments was the outbreak of Mau Mau war and subsequent declaration of a State Of Emergency on 20th October 1952 by Sir Evelyn Barring. When the colonial secretary Oliver Lyttelton visited Kenya in 1954, he proposed the following constitutional reforms.

~ Establishment of a multi-racial council of ministers representing the three races setting ground for two Indian and one African minister (B. A Ohanga became the first African Minister)

~  It Proposed direct representation of Africans in the LEGCO

~  Lifting the ban on African political parties/district associations.

In 1958, a new constitution was proposed by Lennox Boyd. The constitution led to increased number of elected Africans in the legislative council (from 8 to 14). It led to introduction of multi-racial representation in the legislative council. It led to the increase of the number of African ministers to two.

The African elected members demanded for a constitutional conference culminating into the independence constitution.

The independence constitution (1960-1962)

The first Lancaster House Conference (1960)

Attended by all members of Legco and two nominated members, the conference received the following demands;

  1. a) Africans demanded for true democracy, where one man would have one vote.
  2. b) The Arabs wanted to retain the ten-mile coastal strip, while Somalis wanted reunification with Somalia.
  3. c) Michael Blundell, representing a section of Europeans demanded for a multi-racial government while Captain Briggs representing the white extremists demanded for creation of provinces along racial lines.

All these proposal were moderated by the British government

The period after the first Lancaster House conference witnessed a lot of differences among Africans and among other races. Among the Africans, the differences culminated into the formation of KANU in March 1960 at Kiambu with James Gichuru as president and KADU in Ngong Town with Ronald Ngala as the president.The main difference between KADU and KANU was that while KANU was advocating gor a unitary government, KADU wanted a federal system.The second Lancaster House conference (1962).When KANU refused to form government despite winning the elections, demanding for the release of Jomo Kenyatta, KADU formed a rather minority government that was heavily dominated by the colonial officials. Such a government was rejected by most people thus creating instability that led to the British Authorities calling for the second Lancaster House Conference.

The following important issues were discussed;

  1. a) The future of the coastal strip that belonged to the sultan prior to colonialism.
  2. b) The future of North Eastern Province(North Frontier District)
  3. c) Security of the minority.

The participants in the formulation of the independence constitution were representatives of various political parties: – Paul Ngei (APP), KADU and KANU. Others were representatives of the Asian and European communities.The 1962 conference settled for a federal structure with a strong central government.A coalition government was formed briefly but when the 1962 constitution was promulgated, it was followed by a general election in May 1963.The third and final conference in 1963 resulted in the drafting and adoption of Kenya’s first independent Constitution by the British Parliament

The 1963 constitution established a parliamentary system with executive powers vested in a cabinet headed by a Prime Minister, The Queen of England remained Head of State.

Independence (1963)

Kanu won the May elections and Kenya Attained internal self-government with Jomo Kenyatta as the first Prime Minister on 1st June 1963. Kenya attained full independence on 12th December 1963 when the Queen ceased to be the head of state.Kenya has been using the Independence Constitution upto August 2010 though with so many amendments.

Main provisions of the independence constitution of Kenya

  1. a) The independence constitution provided for a regional/majimbo government with each of the seven regions having a regional assembly and president. The boundaries of the regions were given protection in the constitution.
  2. b) It also provided for a bicameral parliament consisting of the senate and the house of representatives/upper house and lower house. The lower house comprised 117 elected members and 12 special members. The senate comprised 41 members representing the 41 administrative districts and one representing Nairobi city.Though the senate was subordinate to the House of Representatives, it had powers to authorize declaration of a state of emergence, 65% of the senators were required to approve the amendment of constitution. Also all Bills required approval of both houses.
  3. c) The constitution stipulated that the Prime Minister (appointed by the governor) was to be head of Government and Queen the Head of State, represented by the Governor General.

The powers of the governor were defence of the country, foreign affairs, internal security and approval of legislation.

  1. d) The constitution recommended a multiparty system of government and the party with the majority of seats forming the government.
  2. e) It contained the Bill of Rights, which protected the individual’s rights. The Bill of rights was modeled on the European convention on Human Rights and Fundamental freedoms.
  3. f) The constitution provided for an elaborate scheme to protect the minority rights. The minorities in this case were the Europeans, Asians and some indigenous communities.
  4. g) Independent Electoral commission was set up consisting of the speakers of the two houses and a nominee of the Prime Minister. Also it comprised nominees representing the regions. This was to ensure impartiality and honesty in elections.
  5. h) The constitution provided for an independent and impartial judiciary to ensure justice and prevent corruption. Judges were accorded security of tenure which was extended to the Attorney General, the government’s principal legal advisor.
  6. i) It provided for public service commission. The aim was insulate the civil service recruitment and promotions from abuse and corruption.
  7. j) An independent land board.

Post –colonial Era (1963-2010).

From independence to Mult-party democracy period (1963-1991)

Like many former British colonies, Kenya started off with a west Minister system of government.The first Constitutional amendment in independent Kenya was in 1964. Kenya became a republic and the executive became presidential. The senate and regions were also abolished.A Constitutional review in June 1982 officially transformed Kenya into a one-party state.A parliamentary act in December 1991 repealed the one-party system provisions of the constitution and effectively established a multiparty system.

The period after 1992 was influenced by Global issues like the decline of the cold war, collapse of the Soviet Union in 1989 and the intensified struggle for democracy all over the world.In 1997, the Inter Party Parliamentary Group (IPPG) was formed with membership from the Opposition and KANU mps. The aim was to come up with minimal constitutional reforms to level the ground before the 1997 general elections

The following reforms were approved;

  1. a) The KBC shall observe fairness in providing balanced all-inclusive political views in the news coverage.
  2. b) Membership of the Electoral Commission to be reviewed to accommodate the interest of the opposition.
  3. c) Registration of Parties would be done without unnecessary delay.
  4. d) The powers of the chiefs that would likely interfere with political activity at local level be contained.
  5. e) The police Act be amended to provide for politically impartial police force
  6. f) To repeal a number of laws restricting civil and political rights, ad abolition of the offence of sedition

In 1997, a constitutional review commission, called the Constitution of Kenya Review Commission (CKRC), was established to provide civic education, seek public input and prepare a draft constitution. In October 2000, parliament passed a Bill entrenching the CKRC into the independence constitution. It was now headed by Professor Yash Pal Ghai and comprised 15 commissioners. In June 2001, the CKRC was expanded to include other groups like the People’s commission following the amendment of the 1997 Constitution of Kenya Review  Act.The CKRC act specified a 2 year time frame for completion of the review process.However, its activities were marred by controversy in 2002 and the ultimate dissolving of parliament in October 2002 by president Moi. He even attempted to dissolve the commission, thanks to its being entrenched in the independence constitution.When the NARC government took over power in 2003, the review exercise was reviewed. The National Constitutional Conference was convened at Bomas of Kenya and came up with what came to known as the Bomas Draft constitution. However the political elite did not support the Bomas Draft.In 2005, Parliament amended the constitution of Kenya Review Act to allow the Attorney General to come up with the Proposed New Constitution, popularly known as the Wako Draft. The draft constitution was ultimately rejected by Kenyans at the constitutional referendum in 2005 because of disagreements amongst various stakeholders.In December 2007, Kenyans participated in the general elections that were followed by Post Election Violence caused by the controversy that surrounded the results of the elections.

Steps towards realization of a new constitution in Kenya from 2008 .

  1. a) On 28 February 2008 The National Accord and Reconciliation Act (NARA) was signed by President Kibaki and Prime Minister Raila Odinga .Agenda No 4 of this arrangement was a new process to finalize the long awaited constitution of Kenya

The main provisions of the National Accord were:

~  Establishment of a grand coalition government with two parties; PNU and ODM

sharing power.

~  Raila Odinga was to become Kenya’s second Prime minister after the position was created in the accord arrangement

~  Two deputy Prime Minister Positions would be filled by the PNU and ODM parties respectively.

~  Provision for An expanded cabinet with the two parties being accorded slots as

per their proportion in the house.

  1. b) In 2008 the Constitution of Kenya Review Act 2008 was passed and a Committee of Experts

(CoE) was established as the main technical constitutional review organ to drive the

process.

  1. c) The CoE was chaired by Nzamba Kitonga, the deputy chair was Ms Atsango Chesoni, other

members were Ms Njoki Ndung’u, Mr Otiende Amolo,Mr Abdirashid Hussein, Mr Bobby Mkangi, Professor Christina Murray (South Africa), Dr Chaloka Beyani (Zambia) and Dr Frederick Ssempebwav (Uganda).

  1. d) 23 February 2009 Members of the CoE were appointed by the President were later on sworn in,
  2. e) On 17 November 2009 CoE released the draft to the public and invited views and comments on the draft constitution,
  3. f) By 23rdFebruary 2010. CoE had submitted the final draft of constitution to the Parliamentary Select Committee.
  4. g) On 4thaugust 2010 Kenya held a Constitutional Referendum where the new constitution was overwhelmingly endorsed.
  5. h) On 28th august 2010, the new constitution was promulgated and became operational making Kenya the first independent African state to depart from the independence constitutions.

Stages in the constitution making process in Kenya since independence

1)  Debate over contentious issues. Issues like the entrenchment of section 2A in the independence constitution in 1981 raised concerns among various stake holders and groups. The issue of whether to include the position of Prime Minister or not has also been debated for many years.

2)  Collection of public views. The Saitoti commission (the Constitution review commission established by Moi in 1990) had the objective of collecting views of Kenyans concerning how KANU was to operate in the best way possible. In June 2001, the CKRC, chaired by Yash Pal Ghai was mandated to collect views as part of the constitution review process.

3)  Civic education. In 2001, the Ghai Commission was mandated and funded to provide civic education.

4)  Convening of constitutional conferences. For example, The 2002 National Constitution Conference at Bomas of Kenya and other similar conferences.

5)  Drafting of the constitution. This involved both local and international experts who drafted the constitution between 2000 and 2010. This was mainly the work of the Ghai led CKRC and the Committee of experts led by Nzamba Gitonga.

6)  The referendum. During the 2005 referendum, the Wako Draft constitution was rejected. In August 2010, another referendum was held and the 2010 proposed New Constitution was approved.

7)  Promulgation of the constitution. On 27th of August 2010, President Mwai Kibaki presided over the promulgation of the new constitution of Kenya.

Constitutional Changes in Kenya since independence upto 2010

1)  The 1963 independence constitution marked the end of colonial rule and transformed the colony into a dominion. It established a parliamentary system with executive powers vested in a cabinet headed by a Prime Minister, who is appointed by the Queen of England from the majority party in Parliament. The Queen of England remained Head of State as represented by the Governor General who was also the Commander-in-Chief

2)  By the 1stamendment Act 28 of 1964, published in November 1964, Kenya became a republic and the executive became presidential. The amendment outlined the criteria to be met by a presidential candidate. It made provision of a Vice President who would be appointed by the president from among the members of parliament. Jaramogi Oginga Odinga became the first occupant of that office.

3)  By The 2nd amendment Act 38 of 1964 published on 17th December 1964, the senate and regions were also abolished.

4)  3rd amendment Act 14 of 1965, published on 8th June 1965, altered parliamentary Majorityrequired for approval of a state of emergency to only a simple majority from the previous

65%. The term ‘region’ was replaced with ‘province.’ The amendment altered the title of Supreme Court.

5)  By the 4th amendment Act 16 of 1966, published on 12th April 1966, commonwealth citizens became eligible for Kenyan citizenship. Also any legislator jailed for six months or more or missed to attend eight consecutive parliamentary seatings without the speaker’s permission had to forfeit his/her parliamentary seat.

6)  On 28th April 1966, an amendment was passed, published on 30th  April, to compel MPs who defected from sponsoring party, to resign from parliament and seek re-election. This amendment targeted Kenya People’s Union (KPU) of Jaramogi Odinga that had been formed that year. The amendment was published, tabled, debated, passed and received presidential assent within 48 hours. (it was nicknamed ‘the KPU amendment’).

7)  In May 1966, the Public Security Act was passed, published on 7thJune 1966, empowering the president to detain a citizen without trial on grounds of being a threat to state security.

The president also acquired power to control freedom of the press.

8)  In 1966, a constitutional amendment abolished the Bicameral Legislature and replaced it with a Unicameral Legislature, chosen directly by the electorate.

The Act was published on 4th January 1967. The voting majority to change the Constitution was lowered to two-thirds of the MPs.

9)  In 1968, by the 9th amendment, published on 12th April 1968, the president was empowered to alter provincial and district boundaries. The act abolished the provincial councils and all representatives to the provincial and district boundaries. This marked the end of regionalism.

10)  In 1968, by the 10th amendment, Act 45 published on 12th July 1968, the procedure for presidential elections and succession in the event of his death was laid down. Also, that all candidates for a general election should be nominated by a political party. The act also gave the president power to nominate 13 MPs to replace the 12 specially elected members of the House of Representatives.

11)  In 1974, the age qualification for presidential candidates was also lowered to 35 from 40 years. The minimum voting age was altered from 21 to 18 years.

12)  In 1975, an amendment of the constitution empowered the president to pardon any election offender at his own discretion. This was done to favour Paul Ngei who been found guilty of an election offence. It was named ‘the Ngei Amendment’. The bill went through all the stages in one afternoon and received presidential assent the following day.

13)  In 1975, Kiswahili was declared the national language of the national assembly.

14)  In 1977, the Kenya court of appeal was established after the breakup of the East African Community.

15)  The 18th amendment Act passed in 1979 was the first one under president Moi. It provided that public officers had to resign six months in advance in order to qualify as candidates for parliamentary elections.

16)  In 1979, both Kiswahili and English were declared languages of the national assemb ly.

17)  By The 19th amendment Act of 1981 published in 1982, Kenya became a de jure one party

state. KANU became the only lawful party in Kenya. The infamous section 2A was

introduced in the constitution. (Kenya had been a  de facto one party state between 1969and 1982). The post of Chief Secretary was created to head the public service. The first occupant being Jeremiah Kiereini.

18)  By the 1985 20th amendment Act, the High Court began acting as a Court of Appeal.

19)  The 21st amendment Act passed in 1985 repealed Section 89 of the constitution which provided for the acquisition of Citizenship for anyone born in Kenya after December 11th 1963.

20)  In 1987, the security of tenure of the Attorney General, Chief Secretary, The Comptroller and Auditor–General was removed. The president could now dismiss them at will. Office of chief secretary was abolished.

21)  In 1988, the security of tenure of Puisine Judges and Chairman of Public Service Commission was removed. The removal of security of tenure of the above officers sparked a lot of condemnation from LSK and main stream churches.

22)  In 1988, an amendment was passé that provided the police with powers to hold a suspect in custody for upto fourteen days before taking him/ her to court if the crime constituted a capital offence. This is what led to detaining of persons suspected of opposing the government in the dingy basement of Nyayo House where some were tortured to death.

23)  1990- Security of tenure of the offices of AG and Controller and Auditor –General was reinstated.

24)  A parliamentary act in December 1991 repealed the one-party system provisions (section

2A) of the constitution and effectively established a multiparty system. Multiparty elections were held the following year in December.

25)  In 1991, an amendment that was passed limited the tenure of the president to a maximum of two-five year terms.

26)  After 1997 elections, Parliament, on the initiative of the government, passed the Constitution of Kenya Review Act that set the pace for comprehensive constitutional reforms.

27)  A constitutional review commission, called the Constitution of Kenya Review Commission (CKRC), was established to provide civic education, seek public input and prepare a draft constitution.

28)  In October 2000, parliament passed a Bill entrenching the Constitution of Ken ya Review Commission (CKRC) headed by Professor Yash Pal Ghai into the independence constitution.

29)  In 2005, Parliament amended the constitution of Kenya Review Act to allow the Attorney General to come up with the Proposed New Constitution, popularly known as the Wako Draft

30)  The draft constitution was ultimately rejected by Kenyans at the constitutional referendum in 2005 because of disagreements amongst various stakeholders .

31)  The rejection of the draft constitution by Kenyans in the referendum of 2005 meant that the 1963 constitution (as amended) remained the basic law of Kenya. .

32)  28 February 2008The National Accord and Reconciliation Act (NARA) was signed by President Kibaki and Prime Minister Raila Odinga to end violence that erupted after the December 2007 presidential elections.

Agenda No 4 of this arrangement calls for a new process to finalize the long awaited constitution of Kenya

33)  In 2008 the Constitution of Kenya Review Act 2008 was passed and a Committee of Experts (CoE) was established as the main technical constitutional review organ to drive the process. The CoE was chaired by Nzamba Kitonga; the deputy chair was Ms Atsango Chesoni, other members were Ms Njoki Ndung’u, Mr Otiende Amolo,Mr Abdirashid Hussein Mr Bobby Mkangi Professor Christina Murray (South Africa) Dr Chaloka Beyani (Zambia) and Dr Frederick Ssempebwav (Uganda.)

34)  On 28thaugust 2010, the new constitution was promulgated and became operational making Kenya the first independent African state to depart from the independence constitution.

Key changes in the New Constitution.

  1. a) Reduction of president’s executive powers.
  2. b) Devolution of power to regions (creation of county and national governments.)
  3. c) Creation of the senate and national assembly to constitute parliament.
  4. d) On Citizenship, Birth and registration are the only recognize ways of attaining Kenyan citizenship. Dual citizenship is now recognized by the constitution.
  5. e) Recognition of the Kadhi’s courts as subordinate courts in the judicial court system.
  6. f) Expansion of the citizens’ Bill of Rights to guarantee equal representation for either gender in all governance structures.

FEATURES OF THE NEW CONSTITUTION.

Why there was need to have a new constitution in Kenya.

  The need to meet the changing needs of the Kenyan society, e.g. due to population growth.

  The rise of gender sensitivity in Kenya/The need to address the rights of women which had not been adequately addressed in the outgoing constitution.

  The constant misuse of executive authority by the Moi and Kenyatta regime/ the need to give less or more power to the executive.

  The need to depart from the colonial policies that found their way into the outgoing constitution.

  The need to safeguard against social vices like corruption and land grabbing.

  The need to enhance unity and realize a liberal society due to political maturity.

Problems that Kenya faced in realization of a new constitutional dispensation.

  1. a) Party differences have been transferred to the constitution making process e.g. the NARC fallout, the ODM wrangles between Raila and Ruto. Etc.
  2. b) Sectarian interests based on tribe, religion, age, sex which is hard to satisfy. E.g in relation to creation of counties, Kadhis court and land laws.
  3. c) Attempts to project personality, individual or group interests rather than national interest into the process.
  4. d) Direct misinformation of the public and propaganda by politicians and other groups with selfish interests.
  5. e) Illiteracy and ignorance of the electorate and therefore easily misled.
  6. f) Tension and sometimes violence marred the whole review process.
  7. g) Limited financial resources and personnel
  8. h) Lack of unity of purpose and co-operation among existing political parties hence difficulty in hammering out compromise..
  9. i) Inadequate civic education/wrong civic education.
  10. j) Lack of consultation with all the interested stake holders.
  11. k) An attempt to tie the constitutional review process with election time-table, political programmes and interests.

Why Kenya’s new constitution is regarded as supreme.

  1. a) The Constitution is the supreme law of the Republic and binds all persons and all State organs at both levels of government.
  2. b) No person may claim or exercise State authority except as authorized under the Constitution.
  3. c) The validity or legality of the Constitution is not subject to challenge by or before any court or other State organ.
  4. d) Any law, including customary law that is inconsistent with the Constitution is void to the extent of the inconsistency, and any act or omission in contravention of the Constitution is invalid.
  5. e) The general rules of international law shall form part of the law of Kenya.
  6. f) Any treaty or convention ratified by Kenya shall form part of the law of Kenya under this Constitution.

Functions of the Kenyan constitution

  1. a) It is the fundamental law of Kenya.
  2. b) It has helped in establishing the philosophy, character and structure of the Kenyan government.
  3. c) It has laid down principles which determine government power and duties.
  4. d) It r regulates, distributes and limits the functions of different institutions of the state.
  5. e) It spells out the basis of relationship between the Ke nyans and the government and what rights should be in that relationship.

Role played by the Kenyan constitution in governing the country

  1. a) It protects the interests of the weak in the society from those who would want to dominate them.
  2. b) It checks the powers of the dictatorial rulers.
  3. c) It defines how to rise to power hence preventing unnecessary power struggles.
  4. d) It provides for the separation of powers between the three arms of government.
  5. e) It defines the powers of those in authority hence preventing misuse of
  6. f) It defines relations with other countries
  7. g) It specifies on how a government is to be formed.

DEMOCRACY AND HUMAN RIGHTS

What is democracy?

The is derived from the Greek word Democratia (Demos meaning people and Kratas meaning ‘rule or power’). It is a form of government where political decisions are directly in the hands of the citizens.

Key aspects of a real democracy.

  1. a) Political aspect. The consent of the governed (expressed directly or indirectly through their elected representatives) must be sought when making political decisions. Public opinion must be given priority in governance.
  2. b) Social aspect. Human dignity must be valued at all times. Every individual should be free to organize his own lifestyle, hold and express opinions, enjoy company of others and join associations.
  3. c) Economic aspect. All citizens must be provided with equal opportunities. Exploitation of humans by fellow humans should be eliminated. Means of production should be nationalized to reduce inequalities between the rich and the poor.

Types of democracy

1)  Pure or direct democracy. This is where the people are directly involved and participate in decision-making. Such a democracy has an advantage in that the laws made are easily accepted by all the people since they feel they own the laws.

This is common form of democracy in smaller organizations and was also used in ancient Greece.

2)  Indirect democracy. This is a type of democracy where citizens exercise their right in decision making not directly as individuals, but through their agreed representatives, elected by the citizens. Parliament acts as the basic institution in this type of democracy.

The elected may make Appointments of persons to fill other positions like the Cabinet or carry out Nomination (hand-picking of additional representatives to join the elected ones.

3)  Constitutional Democracy. This is where democracy is exercised but within the limits of the constitution. The minority rights are guaranteed (freedom of expression, association and worship).It is also referred to as Liberal democracy and is a form of representative democracy.

Merits of democracy

  1. a) It is founded on the concept of the people and therefore leaders cannot ignore the people from whom they get authority to rule. It is most popular form of government.
  2. b) It recognizes equality among all the people without discrimination. It advocates equality before the law and anyone can rise to power regardless of one’s background or environment.
  3. c) It promotes patriotism or national pride as it urges people to participate in their governance. This reduces chances of a revolution
  4. d) It promotes liberty and peace as it advocates for peaceful coexistence. People develop a sense of cooperation. It can also promote international cooperation when extended beyond the borders.
  5. e) Since it is based on moral and educative values, democracy helps individuals to develop their personality. It develops initiative of the people and their sense of responsibility.
  6. f) Democracy balances the liberty of the individual with the power of the state. Demerits of democracy
  7. a) Democracy promotes dictatorship by the majority. The majority government by fulfilling the election pledges to please the supporting electorate ends up neglecting the political, social and economic interests of the minority who did not vote for it.
  8. b) Democracy encourages class struggle and corruption as only those that possess money can engage in intensive campaigns and get elected due to their influence. Then once elected, they pass laws that protect their interests.
  9. c) A democratic government is usually slow and wasteful since consultations have to be made when making a decision. Time and public resources are used in the process of seeking the views of the majority.
  10. d) The ethical value of democracy is questionable. It is not easy to find an honest, sincere man of good moral character being elected.
  11. e) Democracy may perpetuate incompetence since it is numbers which matter when choosing a leader not the leadership qualities. Where a majority of the electorate is ignorant, they may make poor decision during elections thus promoting incompetence.
  12. f) Although democracy is regarded as the rule of the majority, in essence, it is the elected minority who rule. Democracy is therefore as a form of dictatorship by the informed or elected minority.

 

Principles of democracy.

Principle-basic truth or general law.

  1. a) Freedom of speech, debate and enquiry. The basic healthy political culture among a group of people is based on open debate among citizens where they can express their views without fear.
  2. b) People’s participation as a whole in government. Through free, fair and regular elections, the government should remain a servant of the people and not master. Democracy is based on consent which can be withdrawn if the government fails to satisfy peoples’ expectations.
  3. c) Open and accountable media. The media must be open in their agenda and be held accountable to the public. Media monopolies should not be allowed to develop.
  4. d) Economic democracy. This implies the decentralization of economic power so that individuals and communities can be economically empowered to create and control their own wealth.
  5. e) Equality before the law. Judgment should be made in accordance with a written law, rather than in an arbitrary manner. Each citizen also has an equal ability to seek and receive justice.

Human rights

Human rights refers to the accepted principles of fairness and justice- or the universal moral rights that belong equally to all people in their capacity as human beings  regardless of sex, race, and tribe, and language, place of origin, age or political beliefs.

Why human rights are important.

  1. a) Rights are necessary for human beings to achieve a dignified life, fulfill their potential and to satisfy both their physical and spiritual needs.
  2. b) Rights are inherent to human beings. One has rights purely because they are human. They are not granted by the state.
  3. c) Rights empower citizens and residents by giving them control in decision making organs of the state.
  4. d) Rights justify special treatment of minorities and other special or disadvantaged groups or communities.
  5. e) Rights provide guidance to organs of state regarding the exercise of state power.
  6. f) Rights such as the right to vote, freedom of expression and of the press ensure the public access the necessary information necessary for the protection of democracy and ensure accountability of public authorities.
  7. g) Respect for human rights limits internal and external conflicts and strengthens national unity.

Classification of Human rights

  1. a) Social economic and cultural rights. On the basis of these rights, the state is expected to pursue policies that enable individual, families or groups to earn a living and provide basic needs including education and medical care for themselves.
  2. b) Solidarity rights. These are rights that focus on the whole community. They require that the state to pursue policies which do not destroy natural resource or waste financial resources but instead create conditions for peaceful co-existence. These rights include the right to clean, healthy and sustainable environment, peace, and development.
  3. c) Civil and political rights. The rights include the right o vote, right to think and to have access to information. These rights ensure a secure space for the individual to pursue their values and interests.

Groups that monitor human rights in Kenya

  1. a) Lawyers and Judges and other professionals including teachers.
  2. b) Religious groups
  3. c) Journalists (The media-print and electronic).
  4. d) The police force
  5. e) Association and special commissions, e.g business associations, women groups, the Kenya National Human Rights and Equality Commission (KNHREC), among others.
  6. f) pressure groups

Characteristics of human rights.

  1. a) They are universal. Human rights apply equally to everyone by virtue of being a human being.
  2. b) They are indivisible. One right cannot be applied if the other does not exist. They are inherent.
  3. c) Incase circumstance demand they can be suspended. For example during war, or during disease outbreak like Ebola or other contagious diseases, one may be denied the right to freedom of movement.
  4. d) Human rights have limitations. As people enjoy their rights, they should respect the rights of others.

United Nations Charter on human rights.

This is a document that contains the basic human rights to which every person by virtue of being a human being is entitled to. It also reaffirms the equality of the rights of all men and women. The Universal Declaration if Human Rights was adopted by the United Nations General Assembly on 10th December 1948.. Member states that signed the document are supposed to publicize the declaration in their countries

The basic human rights contained in the Charter include;

  1. All human beings are born free and equal.
  2. Everyone is entitled to all rights and freedoms set forth in the declaration without discrimination on basis of sex, race, colour, sex, language, religion, political or other opinion, racial origin birth or any other status.
  3. Everyone has a right to life, liberty and security.
  4. No one should be held in servitude or slavery or perform forced labour.
  5. Everyone has a right to recognition as a person before the law.
  6. Every person is equal before the law and has the right to equal protection and equal benefit of the law.
  7. Every person’s dignity should be respected and protected.
  8. Everyone has a right to nationality. One is free to change nationality.
  9. No person will be subjected to physical or psychological torture, corporal punishment or cruel and inhuman treatment.
  10. Everyone has a right to free movement and residence within the borders of each state.
  11. Everyone has a right to ownership of property alone as well as in association with others. State cannot take away ones property without proper compensation.
  12. Every citizen has a right to peaceful assembly and association.
  13. Every citizen is free to make political choices, which includes the right to form, or participate in forming, a political party and to participate in the governing process of the country.
  14. Every person has the right to the highest attainable standard of health, which includes the right to health care services, including reproductive health care.
  15. Every person has the right to accessible and adequate housing, and to reasonable standards of sanitation.
  16. Every person has the right to be free from hunger, and to have adequate food of acceptable quality.
  17. Every person has the right to clean and safe water in adequate quantities.
  18. Every person has the right to social security
  19. Every person has the right to education. Elementary education shall be compulsory while technical and professional education should be made generally available.
  20. Every person has the right to a clean and healthy environment. It is our duty to ensure that the environment is protected for the benefit of present and future generations.
  21. Every person, whether individually or as a group, has freedom to manifest any religion or belief through worship.
  22. An adult has the right to marry a person of the opposite sex, based on the free consent of the parties. Parties to such a union enjoy equal rights.
  23. Every person should be subjected to an efficient, lawful, reasonable and procedurally fair administrative action.
  24. Everyone has freedom of opinion and expression.
  25. Everyone has a right to seek and enjoy, in other countries, asylum from persecution. The right is however enjoyed only for political reasons.
  26. Everyone has a right to a fair and public hearing by an independent and impartial tribunal in the determination of one’s rights and obligations.
  27. Everyone has a right to protection of the law against interference or attacks against one’s property, home or correspondence.
  28. Everyone has a right to work, to free choice of employment, to just and favourable conditions of work and protection against unemployment.
  29. Everyone has a right to leisure, which includes reasonable working hours and periodic holidays with pay.ght to freely participate in the cultural life of the community, to enjoy the arts e.g drama, music, dance etc.
  30. However every person has various duties to the community in which they live.
  31. Freedom from torture and cruel, inhuman or degrading treatment or punishment.

Importance of the UN Charter on human rights.

  1. a) Protection of human rights, which is the core thing in the UN Charter, is important for the Establishment and maintenance of peace and security. Where there is violation of human rights, it becomes difficult to prevent conflict and maintain peace.
  2. b) Respect for human rights is an important requirement for efficiency and effectiveness in governance. The principle of non-discrimination, principle of international human rights law, enables one to strive for more equitable societies even within the level of resources available.
  3. c) Respect for human rights promotes development. National development strategies can only

lead to tangible improvement in the lives of people if they have as their key objectives realization of economic, social and political rights.

  1. d) The UN Declaration provides a guideline for collective action towards eradication of poverty.
  2. e) The UN human rights mechanisms have given utmost attention to countering of terrorism as a way of protecting human rights.
  3. f) A SOCIETY that observes respect for human rights reduces the chance of conflict outbreak.
  4. g) The UN Charter on human rights is the foundation on which peace-making (peace-building and peace-keeping) is built. Any strategy to achieve peace anywhere is accompanied by strategies to uphold human rights like was the case in Yugoslavia.
  5. h) In recognition of human rights, the UN has played a key role in giving humanitarian assistance to the people of different countries suffering from effects of natural disasters and other emergencies.
  6. i) The UN Charter on Human rights promotes the rights of women and their empowerment by affirming the equal rights for women and fighting discrimination based on gender
  7. j) The UN Charter champions the rights of vulnerable groups like the minority migrant workers, abused children, indigenous people and persons with disabilities.

The Kenyan Bill of Rights

This is a statement of human or civil rights in the constitution of Kenya. The Bill of Rights is covered in chapter four of the constitution of Kenya (2010).

 

Importance of the Kenyan Bill Of Rights

  1. a) States that every individual has the right to life
  2. b) It guarantees liberty to all citizens by forbidding enslavement, detention without trial etc.
  3. c) It protects the individual from all forms of torture and inhuman treatment
  4. d) It guarantees the protection of private property and allows Kenyans to own property anywhere in the country.
  5. e) It protects individuals’ freedom of conscience and religion.
  6. f) It guarantees the protection of the freedom of speech and expression
  7. g) It gives Kenyans the right to move freely throughout the country and to reside in any part of the country.
  8. h) It guarantees individuals against any form of discrimination on the basis of colour, creed, and gender.
  9. i) It protects individual against arbitrary search, arrest and entry into one’s property without his/her consent

Rights and fundamental freedoms contained in the Kenyan Bill of Rights.

  1. Right to life.

Life begins at conception and no child should be deprived of life deliberately. Abortion is not therefore permitted unless occasioned by the need for emergency treatment or life of the mother is in danger.

People who attempt to commit suicide are also punishable on the strength of their right

  1. Equality and freedom from discrimination

Every person is equal before the law and has the right to equal protection and equal benefit of the law. This means that both men and women are equal before the law. Any form of discrimination is illegal and is prohibited in the constitution.

  1. Human dignity

Every person’s dignity should be respected and protected. One must not ridicule or embarrass other members of society.

  1. Freedom and security of a person.

This right protects a person from being detained without a good reason and without trial. No person will be subjected to physical or psychological torture, corporal punishment or cruel and inhuman treatment.

  1. Freedom from slavery, servitude and forced labour.

No one should be held in servitude or slavery or perform forced labour. Every employer should treat his or her employees with dignity and not to force them to work.

  1. Right to privacy.

Every person has a right NOT to have him or herself, his or her property searched, or his or her possessions seized. Not revealing a person’s family or private affairs unnecessarily or private communications interfered with.

  1. Right to assembly, demonstration, picketing and petition.

Every citizen has a right to assemble and participate in peaceful demonstrations and even present petitions to public authorities.

  1. Political rights

Every citizen is free to make political choices, which includes the right to form, or participate in forming, a political party and to participate in the activities of, a political party.Every citizen has the right to free, fair and regular elections based on universal suffrage and the free` expression of the will of the electors for any elective public body or office Every adult citizen has the right, without unreasonable restrictions, to be registered as a voter; to vote by secret ballot in any election or referendum and to be a candidate for public office, or office within a political party and, if elected, to hold office.

  1. Freedom of movement and residence

Citizens have a right to free movement and ownership of property in any part of the country.

Anyone is also free to leave the country or enter and remain in the country

  1. Economic and social rights

Every person has the right to the highest attainable standard of health, which includes the right to health care services, including reproductive health care.Every person has the right to accessible and adequate housing, and to reasonable standards of sanitation.Every person has the right to be free from hunger, and to have adequate food of acceptable quality.Every person has the right to clean and safe water in adequate quantities.Every person has the right to social security. Every person has the right to education.A person shall not be denied emergency medical treatment.The State must provide appropriate social security to persons who are unable to support themselves and their dependants.

  1. Consumer rights

Consumers have the right to goods and services of reasonable quality.Consumers have the right to the information necessary for them to gain full benefit from goods and services.Consumers have the right to the protection of their health, safety, and economic interests.Consumers have the right to compensation for loss or injury arising from defects in goods or services.

  1. Right to fair labour practices

Every worker has a right to fair labour practices like fair remuneration, reasonable working conditions, the right to join or practice in trade union activities and the right to go on strike .Every employer has a right to join an employers’ association and participate in its programmes and activities

Responsibility.

One must respect the right to fair labour practices of one’s employees. Employees on the other hand must conduct themselves responsibly, even during strikes, to avoid causing physical injury to innocent people, or destroying property.

 

 

  1. Right to clean and healthy environment.

Every person has the right to a clean and healthy environment. It is our duty to ensure that the environment is protected for the benefit of present and future generations.

  1. Freedom of conscience, religion, belief and opinion.

Every person, whether individually or as a group, has freedom to manifest any religion or belief through worship, practice, teaching or observance, including observance of day of worship.One cannot be denied employment or educational opportunity because of belonging to a particular religion or because of one’s belief or religion.A person cannot be forced to engage in any act that goes against his or her belief or religion.

  1. Freedom of expression.

This guarantees all Kenyans the freedom to seek, receive or impart ideas or information. It also guarantees freedom of artistic creativity, academic freedom, and freedom to conduct scientific research.

  1. Freedom of media.

The freedom and independence of the media is guaranteed. The state should not interfere with

the media.

  1. Access to information

Every person has a right to access information held by the state, or by others, which may be required for the protection of any right or fundamental freedom. The state is expected to make public any important information affecting the nation.Every person has a right to the correction or deletion of untrue or misleading information that affects the person.

  1. Freedom of association

Every person has the right to form, join and participate in the activities of an association of any kind, provided that the association is not engaged in illegal activities, such as stealing or killing.

  1. Protection of the right to property

Every person is entitled to own property either individually or as a group, in any part of the country. However the property has to be legally acquired.This right provides all Kenyans a fair opportunity to invest in property and thus, prosper.

  1. Right to language and culture

Every person has the right to use a language, and embrace the culture of the person’s choice.Every person has the right to form or join cultural groups. Every person is also protected from being forced to join any such group.Each linguistic group is free to use their language, practice their culture, and form associations and other organs of the civil society.It is unacceptable to force another person to perform, observe or undergo any cultural practice or rite.

  1. Right to family

An adult has the right to marry a person of the opposite sex, based on the free consent of the parties. Parties to such a union enjoy equal rights. Both parties have a responsibility to respect the rights of their spouses during marriage and even in the event of its dissolution.It is wrong to deny one’s spouse access to marital property after separation or divorce.  The constitution also recognizes marriages conducted under traditional, religious, personal or family law. Marrying of underage persons and forced marriages are outlawed in the constitution.

  1. Fair administrative action

Every person should be subjected to an efficient, lawful, reasonable and procedurally fair administrative action. This promotes efficient administration in public offices.

  1. Access to justice.

Everybody should access justice and a reasonable fee will be charged to enhance this, if required. If this is not free, many people will not access justice which will continue  to be a preserve of the rich people.

  1. Right of arrested persons.

An arrested person has;

  1. a) The right to be informed promptly in a language that the person understands of the reason for arrest, the right to remain silent and he consequences of not remaining si lent.
  2. b) The right to remain silent. – The right of a person to choose to talk or to remain silent.
  3. c) The right to communicate with an advocate and other persons whose assistance is necessary (freedom of speech with all those who will assist him or her in the case.)
  4. d) The right of not being compelled to make any confession or admission that could be used in evidence against the person.
  5. e) The right t be held separately from persons serving a sentence ( should not be held in

prisons alongside those already convicted)

  1. f) To be brought to court as soon as reasonably possible, as but not later than twenty four hours after being arrested.
  2. g) To be charged or be informed of the reason for the extension of detention or release, at the first court appearance.
  3. h) To be released on bond or bail, on reasonable conditions, pending a charge or trial, unless there are compelling reasons as to why one cannot be released.
  4. Fair hearing.

Every person has the right to have any dispute that can be resolved through a court hearing be resolved in such a manner that will accord him or her fair and public hearing. An accused person has the following rights;

  1. a) To be presumed innocent until proven otherwise.
  2. b) To be informed of the charges.
  3. c) To have adequate time and facilities to prepare a defence.
  4. d) To a public trial before a court.
  5. e) To have the trial begin and be concluded with few delays.
  6. f) To be present when being tried.
  7. g) To be represented by an advocate and be informed of this right immediately. Depending on the circumstances, the accused may be assigned an advocate by the state and at the state’s expense.
  8. h) To remain silent and not testify during the proceedings.
  9. i) To be informed in advance, of the evidence the prosecution intends to present, and to have reasonable access to that evidence.
  10. j) To challenge the evidence.
  11. k) To refuse to give self-incriminating evidence.
  12. l) To have the assistance of an interpreter if the accused person cannot understand the language used in the trial.
  13. m) If convicted, to appeal, or apply for review by a higher court.
  14. Rights of persons detained, held in custody or imprisoned.

A person, who is detained, held in custody or imprisoned under the law, retains all rights and fundamental freedoms in the bill of rights. Except those that are impractical and inapplicable under the circumstances.A person who is detained or held in custody is entitled for an order Habeas Corpus- This is a law that states that a person who has been arrested should not be kept in prison longer than a particular period of time unless a judge in a court has decided that it is right. It is the right of the person who is detained, held in custody or imprisoned to be treated in a humane manner.

Application of the Kenyan bill of rights to specific groups of people in Kenya

Rights enjoyed by Children in Kenya

A child refers to a young person from birth to full physical development. The term also refers to a person who has not attained the age of eighteen. The rights of children are contained in the United Nations Convention on the Rights of the Child, and International Agreement on the Rights of the Child put in place in 1990.

The rights include;

  1. a) Survival rights

~ Every child has the right to a name and nationality from birth.

~  Every child has the right to basic nutrition, shelter and health care.

  1. b) Development rights

~  Every child has the right to free and compulsory basic education.

~  Every child has the right to parental care and protection, which includes equal

responsibility of the mother and father to provide for the child, whether they are

married to each other or not.

  1. c) Right of protection

~  Every child has the right to be protected from abuse, neglect, harmful cultural

practices, all forms of violence, inhuman treatment and punishment, and hazardous

or exploitative labour.

~  Every child has the right not to be detained, except as a measure of last resort, and when detained, to be held for the shortest appropriate period of time.

~  Every child has the right to separate from adults and in conditions that take account of the child’s sex and age.

~  Every child has the right to a child’s best interests are of paramount importance in every matter concerning the child.

~  Children should be protected from exploitation such as child labour.

Rights enjoyed by Persons with disabilities in Kenya.

(a)  A person with any disability is entitled to be treated with dignity and respect and to beaddressed and referred to in a manner that is not demeaning. A person with any disability is entitled

(b)  A person with any disability is entitled to access educational institutions and facilities forpersons with disabilities that are integrated into society to the extent compatible with the interests of the person.

(c)  A person with any disability is entitled to reasonable access to all places, public transport and information.

(d)   A person with any disability is entitled to use Sign language, Braille or other appropriate means of communication.

(e)  A person with any disability is entitled to access materials and devices to overcome constraints arising from the person’s disability.

Rights of the Youth in Kenya.

(a)  Right to access relevant education and training.

(b)  Right to have opportunities to associate, be represented and participate in political, social, economic and other spheres of life.

(c)  Right to access employment.

(d)  Youths are protected from harmful cultural practices and exploitation.

Rights of Minorities and marginalized groups in Kenya

The constitution specifies a marginalized community as;

~  A community that because of its relatively small population has been unable to fully participate in the integrated social and economic life of Kenya as a whole.

~  A traditional community that, out of need or desire to preserve its unique culture and identity from assimilation, has remained outside the integrated social and economic life of Kenya.

~  An indigenous community that has retained maintained a traditional lifestyle and livelihood based on a hunter or gatherer economy.

~  Pastoral persons and communities, whether nomadic or settled and because of their relative geographical location, have experienced only marginal participation in the integrated social and economic life of kenya as a whole.

Rights of Minorities and marginalized groups

  1. a) Minorities and marginalized groups have the right to participate and are represented in governance and other spheres of life.
  2. b) Minorities and marginalized groups have the right to be provided special opportunities in educational and economic fields.
  3. c) Minorities and marginalized groups have the right to be provided special opportunities for access to employment.
  4. d) Minorities and marginalized groups have the right to develop their cultural values, languages and practices.
  5. e) Minorities and marginalized groups have the right to reasonable access to water, health services and infrastructure.

Rights of older members of society in Kenya

  1. a) Right to fully participate in the affairs of society.
  2. b) Right to pursue their personal development.
  3. c) Right to live in dignity and respect and be free from abuse.
  4. d) Right to receive reasonable care and assistance from their family and the State.

The Kenya National Human Rights and Equality Commission

This commission was entrenched in the Constitution of Kenya (2010) to replace the KNHRC. The commission constitutes atleast three but not more than nine members appointed by the president with the approval of the national assembly.

Objectives;

  1. a) To protect the sovereignty of the people.
  2. b) To ensure secure observance by all state organs of democratic values and principles
  3. c) To promote constitutionalism

Functions of the Kenya National Human Rights and Equality Commission.

  1. a) It has a duty to promote respect for human rights an d develop a culture of human rights in the republic.
  2. b) A duty to promote protection and observance of human rights in public and private institutions.
  3. c) It monitors, investigates and reports on the observance of human rights in all spheres of life in the republic, including observance by the national security organs.
  4. d) It receives and investigates complaints about alleged abuses of human rights and takes steps to secure appropriate redress where human rights have been violated.
  5. e) It acts as the principal organ of the state in ensuring compliance with obligations under treaties and conventions relating o human rights.
  6. f) It investigates any conduct in state affairs, or any act or omission in pu blic administration in any sphere of government, which is alleged or suspected to be prejudicial or improper, or to result in any impropriety, or prejudice.
  7. g) It investigates complaints about abuse of power, unfair treatment, manifest injustice or unlawful, oppressive, unfair or unresponsive official conduct.

 

 

 

HISTORY FORM THREE NOTES

 

  1. 1. EUROPEAN INVASION AND THE PROCESS OF COLONIZATION OF AFRICA

Introduction

In the last Quarter of the 19th century, Britain, Germany, France, Italy, Belgium and Portugal were in Africa, competing for colonies to boost their social, economic and political standing.They convened the Berlin conference of 1884-1885 (convened by Otto Von Bismarck, the Germany Chancellor) where they shared Africa in Europe without regard to the inhabitants. This is what is termed the invasion of Africa.By 1914, apart from Liberia and Ethiopia, the rest of Africa had been colonized

The scramble and partition of Africa

Scramble

It refers to the rushing for something.In the African situation, it meant the rush for and struggle by European powers to acquire various parts of Africa during the 19th century.

Partition

It refers to the sharing of something. In the African situation, it referred to the actual division of Africa by European powers during the Berlin conference of 1884 -1885Methods used by Europeans to acquire colonies in Africa.

1)  Signing of treaties;

  1. a) Treaty signing with African leaders.

~ The British signed the Maasai Agreements (1904 and 1911), Buganda Agreement of 1900 and the Lewanika-Lochner treaty with Lozi. The royal Niger Company had by 1884, signed 37 treaties through George Goldie, with African leaders in Niger delta, Yorubaland and Gambia.

~ Carl peters signed treaties on behalf of Germany with the chiefs of Uzigua, Ukami, Usagara and ungulu.

These treaties facilitated the acquisition of those areas for colonization.

  1. b) Treaties signed amongst European powers. These were known as Partition Agreements. For example;

~  The Anglo-Germany Agreements of 1886 and 1890 and Heligoland between the British and the Germans over the sharing of East Africa.

~  The Anglo Italian treaty signed in 1891 between the Italians and the British over possession of Eritrea and the Somali coast.

~  The treaty between the British and Portugal and France in 1890 on the sharing of

Madagascar (France) Mozambique and Angola (Portugal).

2)  Military conquest/ Use of force. Europeans employed outright war against those societies that resisted their invasion. E.g

  1. a) The French war against the Mandinka of Samori Toure (1870-1899) and their conquest of western Sudan from Senegal to Chad specifically in the Tukolor Empire, Segu and Masina by 1898. Tunisia, morocco and Algeria were acquired forcefully.
  2. b) The British used military force in the Nandi resistance from 1895-1905, the Chimurenga wars involving the Shona/Ndebele against the British, forced acquisition of Egypt and Sudan
  3. c) The Germans fought the Maji Maji wars from 1905- 1907.
  4. d) The Italians were defeated during their Ethiopian campaign, by Menelik II in the battle of Adowa in 1896.
  5. e) The Portuguese forcefully established their rule over Angola, Guinea Bissau and

Mozambique.

3)  Use of missionaries as frontrunners. The Europeans used missionaries, carrying a bible in one hand and a gun in the other, who tried to convince the Africans to support the European goals.

~  Missionaries manipulated local quarrels and took sides in a view to promote European occupation. For example, in the case of Buganda where we had religious conflicts between Protestants, Muslims, Catholics and Traditionalists.

~ Sometimes the missionaries went to war against each other and against Africans. E.g the Franza-Ingeleza war of 1892 that pitted the Protestants (British) against the Catholics (French). Fredrick Lugard’s intervention on the side of Protestants set stage for the acquisition of Uganda by the British.

~   In Bulozi, Father Francois Coillard convinced Lewanika of the benefits of British protection.

~  In Nyasaland (Malawi) which was depicted as Livingstone’s  country, missionaries (read role of Scottish missionaries) shaped public opinion in favour of imperial control.

4)  Treachery and Divide and rule policy

~  The Europeans instigated inter-tribal wars causing some Africans to support them against warring communities. E.g. use of the Wanga against the Luo and the Luhya in Kenya, the Ndebele/shona against the Lozi in Rhodesia.

~  The Italians lied to Menelik II by signing a treaty of friendship but which was published in Italian version indicating that Ethiopia had agreed becoming an Italian protectorate.

~  The Maasai agreement was written in a language that the Lenana never understood.

5)  Use of company rule. The British and the Germans used chartered companies to acquire and rule their colonies. For example, the role played by the British South African Company of Cecil Rhodes, Imperial British East African Company of Sir William Mackinnon and the German East Africa Company of Carl Peters.

6)  Luring/enticements. The Europeans gave gifts like cloth, weapons tools, drinks etc to African chiefs like Lewanika of the Lozi and Mwanga of Buganda thus luring them into collaboration.

7)  Diplomatic skills. This involved building relations with African leaders, which were later, used to acquire the areas. The British employed this method in Maasailand and Yorubaland.

8)  A blend of diplomacy and force. The British for example initially signed treaties with the Ndebele (Moffat and Rudd treaties), but they fought them during the Ndebele war of 1897.

FACTORS THAT LED TO THE SCRAMBLE FOR COLONIES IN AFRICA

Economic factors

  1. The industrial revolution in Europe.
  2. a) The revolution led to search for markets for European manufactured goods in Africa resulting in scramble for and partition.
  3. b) The need for raw materials. The machines invented processed goods faster than use of hand. The Europeans came to Africa in search of raw materials like cotton, palm oil, copper and iron ore.
  4. c) Cheap labour was also readily available in Africa after the abolition of slave trade.
  5. d) There was desire by the entrepreneurs to invest excess capital gained from accumulation of profits from industrial investment. Africa provided an avenue for investment.
  6. e) Industrial revolution led to improved transport system, which was necessary for effective colonization.
  7. f) The military hardware manufactured during the revolution enabled Europeans to conquer African territories.
  8. g) The discovery of medicine enabled the Europeans to survive the African conditions and protect themselves from diseases such as malaria, yellow fever etc.
  9. h) Those who were rendered unemployed in Europe due to invention of machines had to move to Africa to assist in harnessing raw materials.
  10. i) Industrial revolution led to intense rivalry in trade, which was projected, into Africa.
  11. Speculation about the availability of deep pockets of minerals in Africa. Gold and Bronze had

been items of trade in Africa for centuries. The discovery of Diamond at Kimberly in the

1860s and Gold in the 1870s precipitated their appetite for Africa more.

Political reasons.

  1. Unification of Germany after under Otto Von Bismarck after the Franco-Prussianwar of 1870-71. The rise of Germany upset the balance of power in Europe and there was need to rebalance out through acquisition of colonies in Africa. France for example had to redeem her lost glory (especially after the loss of mineral rich Alsace and Lorraine provinces) by acquiring eight colonies in Africa.
  2. The rise of Public opinion in Europe. There was growth of public support towards the acquisition of colonies. With the rise of democracy in European states in the 19th c, it was fatal for any government to ignore public opinion.
  3. a) For example in 1882, due to public demand, the French assembly was compelled to ratify De Brazza’s treaty with Chief Makoko thus creating a French colony in Congo.
  4. b) German took over South-West Africa (Namibia), Togo and Cameroon due to what Bismarck termed as public demand.
  5. c) In Britain, the public demanded that Britain must maintain her position as the leading colonizing power by taking her share in Africa.
  6. Militarism. Army officers in Europe favoured colonial expansionist wars to give them greater opportunities for glory or promotion.
  7. a) For example, in Sudan, it was the military offers, in search of glory, and not the French government who directed the extent of French colonization.
  8. b) British soldiers like Wolseley Kitchener supported the expansion of the British Empire in Africa.
  9. The rise of Nationalism. In Europe, there was the rise of a general feeling of civilians that their nations should acquire overseas colonies for national prestige. The Germans began feeling they belonged to a superior race that must be shown by acquiring colonies in Africa.

Strategic reasons

  1. Construction of the Suez Canal. (The Egyptian question).

~ The construction of the Suez Canal, opened in 1869, promoted a link between Europe and Asia/ shortened the routes to Far East. It also promoted international trade. It also made Egypt gain some strategic importance to Europeans.

~ The inability of Khedive Ishmael (1863-1879) to pay for the cost of the construction of the canal (due to his extravagancy) led to British full occupation of Egypt in 1882, being a major shareholder in the Anglo-Suez Company that owned the canal.

~  The dismayed French planned diversions of the Nile waters, and make Egypt a desert, after occupying territories to the south of Egypt.

~  It was against the backdrop that Britain claimed Uganda (source of the Nile) in 1894,  Kenya (the gateway to Uganda) in 1895 and Sudan (where the Nile passes) in 1898.

  1. French activities in West Africa and the Congo

The activities of France in Congo and West Africa, after loss of Egypt, through their Italian agent Savorgnan de Brazza in connection to acquisition of colonies alarmed other powers. This encouraged powers like Germany to join in the scramble and acquire Togo, Cameroon, Namibia and Tanganyika.

  1. The personal activities of King Leopold II of Belgium.

~  He endeavored to create a personal empire. In 1876, Leopold convened the Brussels

Geographical Conference where he formed a business company, the International

African Association comprising explorers and traders with a mission to civilize Africa, abolish slave trade and establish free trade.

~  As a result of the activities of his agent, Henry Morton Stanley who created  the Congo Free State, Leopold had established a personal empire in 1884 .

~  It was the activities of king Leopold leading to intense rivalry amongst European nations over Congo that led to the convening of the Berlin Conference in 1884.

Social reasons

  1. The work of Christian missionaries

~  They created an atmosphere of friendship with Africans by giving those gifts like cloths and beer, introducing economic activities like farming, carpentry, clerical work, among Africans, that were important virtues in the process of colonization.

~  Where they were in danger, they pressurized their home governments to protect them.

~  The missionaries had direct contact with the people of the interior of Africa and they were front-runners who paved way for the colonialists through their works.

~  They preached peace, love and hard work and hence calmed down the emotions of Africans towards the Europeans.

~  Some of them wrote exaggerated reports about Africa to convince Europeans to take interest in Africa.

  1. The growth of European population. The growth of European population –steadily to about 420 million in the 19th century led to the quest for new outlets to resettle the population.E.g– Britain settled some of her people in Australia, New Zealand, USA, Canada and South Africa. German, Portugal and Dutch also had to find places in Africa to settle some of their people.
  2. Anti-slave trade campaigns- Humanitarian factor.

The humanitarians in Europe like William Wilberforce and Granville Sharp, and the missionaries who led the crusade against slave trade advocated for colonization of Africa in order to stop it and introduce Legitimate Trade.When slave trade was abolished, many European nations used it as an excuse to remain in some parts of Africa, control the region, enforce the anti-slavery treaties, and promote legitimate trade.

The pull factors

  1. a) Existence of Vast natural resources in Africa. There were pockets of minerals in various parts of Africa and ivory awaiting exploitation. This attracted the Europeans.
  2. b) Well developed trade/trade routes in the interior. Imperialists used these routes as transport routes to penetrate the interior.
  3. c) Existence of Navigable Rivers. For example, rivers like Congo and Niger made transportation easy
  4. d) Existence of weak Decentralized local communities. Most African communities were decentralized with no military structures therefore offering little resistance to European invasion.
  5. e) Frequent wars / inter community wars. These wars weakened African communities and were left ill prepared for any resistance. Some readily collaborated with the Europeans.

 

 

THE PROCESS OF PARTITION

The fore –runners to the process of partitioning Africa were the early explorers, missionaries and traders. Their activities were succeeded by the making of treaties and agreements in various parts of Africa between trading companies and the locals. . For example, the Buganda Agreement, the Heligoland Treaty and the Berlin act of 1884-1885.In places where the Europeans employed diplomacy, they won the support of many Africans who collaborated with the intruders. The Europeans sometimes blended diplomacy with wars of conquest or use of force especially against the resisting communities.The partitioning boundaries were drawn along physical features like rivers, mountains, etc.The Berlin conference On 15th  November 1884, Britain, Germany, France, Belgium, the USA, Portugal and Italy convened in Berlin to lay down the rules for the partition and eliminate conflicts amongst European nations. Africans, whose continent was being shared, were not represented in the conference

The Berlin Conference of 1884-85, partitioned Africa into different spheres of influence without recourse to war.

Terms of the Berlin act of 1884-1885.

  1. a) That all signatories must declare their sphere of influence an area under each nation’s occupation
  2. b) That once an area is declared a sphere of influence, effective occupation must be

established in the area through establishment of firm colonial infrastructures to be followed by colonial administration.

  1. c) That any state, laying claim to any part of Africa must inform other interested parties in order to avoid future rivalry.
  2. d) That any power acquiring territory in Africa must undertake to stamp out slave trade in favour of legitimate trade and safeguard African interests.
  3. e) That if a European power claims a certain part of the African coast, the land in the interior next to the coast became hers.
  4. f) That the Congo River and the Niger River basins were to be left free for any interested power to navigate.
  5. g) The European powers vowed to protect and safeguard European interests in Africa irrespective of their nationality.

Impacts of the Partition

Political effects

  1. a) Introduction of European administration minimized intertribal wars and civil strife.
  2. b) It led to development of strong African leadership and beginning of state formation.
  3. c) Colonial government structures inherited by most independent African states have continued to be models of governments in African countries.
  4. d) Rise of African nationalism to fight colonialism led to the development of African political awareness.
  5. e) The Europeans gained fame, prestige and national glory by having colonial possessions.
  6. f) Negatively, it led to collapse of African traditional political systems and leadership.
  7. g) Use of divide and rule promoted ethnic disunity that continues to trouble Africa many years after independence.
  8. h) Boundary creation split apart many African communities. For example, the Somali are found both in Kenya and in Somalia, the Maasai in Kenya and Tanzania and the Ewe in Ghana and Togo.
  9. i) In some cases some communities whose cultures were incompatible found themselves bunched together.

Social impacts

  1. a) Through the protection offered to missionaries, it stimulated the spread of Christianity to various parts of Africa.
  2. b) It led to development of urban centres. Some towns grew as centres of administration e.g. Nairobi and Machakos. Others grew as railway terminus e.g. Kisumu.
  3. c) African welfare was boosted. Some African benefited from western education and health facilities introduced by the Europeans.
  4. d) European languages were introduced in Africa.
  5. e) Negatively, it created landlessness as European settlers appropriated African land.
  6. f) The Africans adopted some negative aspects of western culture.
  7. g) Many Africans lost their lives through resistance.

Economic effects

  1. a) There was construction of roads, railway and other forms of infrastructure, which helped to open up the interior.
  2. b) Imperialization helped to widen market for African produce especially with the

establishment of local industries.

  1. c) Africans were exposed to European manufactured goods/ increase in essential

commodities.

  1. d) Partition speeded up the economic growth of European nations.
  2. e) Negatively, forced labour and exploitation of African resources left many parts of Africa impoverished and underdeveloped.
  3. f) Africans were exposed to heavy taxation and denial to participate in economic activities like farming, trade etc.

AFRICAN REACTION TO EUROPEAN COLONIZATION.

RESISTANCE

Some communities were keen on defending their age-old and ancient political, social and economic institutions and viewed the arrival of the Whiteman with suspicion. Their leaders did not want to lose their power, wealth and sources of prestige. Others were militarily prepared for the Europeans. E.g the Mandinka, Nandi, Ndebele and Ethiopia.

Some resisters were centralized states enjoying immense unity making it easy to mobilize people for a war.

The Maji Maji Rebellion (1905- 1907).

The Maji Maji Uprising in Tanganyika was the most significant African challenge to German colonial rule in its African colonies. The Uprising lasted two years c over 10,000 square miles. Tanzania had been acquired largely by Dr. Karl Peters, who signed treaties with the Chiefs of Usagara, Ungula, Uzigua and Ukami, in 1885. The Rebellion involved the Zaramo, Matumbi, Bena, Ngindo, Pogoro, Bunga, Ngoni, Luguru, Wamwera and Ndendeule

Causes of the maji maji rebellion.

  1. When Germany established its control over Tanganyika by 1898, it imposed a violent regime in order to control the population. Kings who resisted German occupation were killed. Africans resented the cruel, brutal, harsh and ruthless rule of the Germans.
  2. Africans resented the Creation of new system of administration using Akidas and Jumbeswho terrorized the people and misused their positions.
  3. The African population was also subjected to high taxation by the Germany East Africa Company to raise revenue for administration. The Matumbi on their part felt that the Germans should instead have paid the Africans for using their land.
  4. The Africans resented a system of forced labour, whereby they were required to grow cotton and build roads for their European occupiers. The Africans were treated inhumanely while at work by the Akidas.
  5. The Germans had no respect for African culture in that they misbehaved with Ngindo women. Crimes like rape, fornication and adultery, committed by the Germans were punishable by death among the Ngindo.
  6. Christian missionaries discredited traditional belief and practices e.g. condemning sacred places as places of witchcraft. This greatly offended the Africans.
  7. Germans had alienated land from Africans as a way of making the railway pay for the cost of its construction. The arrival of German settlers in U sambara area in 1898, Meru in 1905 and Kilimanjaro area in 1907 led to massive loss of African land.
  8. Africans were forced to grow cotton in the communal cotton growing scheme, where they got very little payments. In 1902, Peters also ordered villages to grow cotton as a cash crop (for export) with each village, charged with producing a quota of cotton. This policy annoyed Africans who could no longer effectively work on their on farms to produce food.
  9. The Ngoni were seeking revenge for the Boma Massacre of 1897 during which their soldiers were killed in large numbers.
  10. The role of Kinjeketile Ngwale in instilling confidence in the Africans to unite and rise up against the Germans
  11. The 1905, a drought that threatened the region making Africans incur heavy losses on a crop that was not even edible, combined with opposition to the government’s agricultural and labor policies, became the immediate cause of the rebellion against the Germans in July, 1905.

Course of the maji maji war.

The oppressive regime bred discontent among the Africans, and resentment reached a fever pitch in 1905 when drought hit the region. A Ngarambe prophet, Kinjikitile Ngwale emerged, who claimed to know the secret to a sacred liquid which could repel German bullets called “Maji Maji,” which means “sacred water.” Ngwale claimed to be possessed by a snake spirit called Hongo.Thus, armed with arrows, spears, and doused with Maji Maji water, the first warriors of the rebellion began what would become known as the Maji Maji Rebellion. The rebellion was led by Kinjeketile Ngwale, Abdalla Mpanda and Ngamea. On July 31, 1905, Matumbi tribesmen marched on to Samanga and destroyed the cotton crop as well as a trading post. Kinjikitile was arrested and hanged for treason. However, Kinjekitile’s ideas were spread widely through a whispering campaign called  Njwiywia or Jujila by the Matumbi. Matumbi warriors uprooted cotton from an Akida’s farm at Nandete to provoke the chiefs to fight. On August 14, 1905, Ngindo tribesmen attacked a small party of missionaries on a safari; all five, including Bishop Spiss (the Roman Catholic Bishop of Dar es Salaam) were speared to death. The Ngindo drove their hated Akidas from their area. They boycotted cotton picking.By August 1905, Germans were restricted to four military stations i.e. Wahenga, Kilosa, Iringa and Songea. The apex of the rebellion came at Mahenge in August 1905 where several thousand Maji Maji warriors attacked but failed to overrun a German stronghold. On October 21, 1905 the Germans retaliated with an attack on the camp of the unsuspecting Ngoni people who had joined the rebellion killing hundreds of men, women, and children. This attack marked the beginning of a brutal counteroffensive that left an estimated 75,000 Maji Maji warriors dead by 1907.  Forces from Iringa under Captain Migmann assisted in the recapture of Kabata by Major Johannes.Reinforcement arrived from Germany and in 1907 warriors were defeated by Governor Graf Von Gotzen. The Germans employed the scorched earth policy which destroyed all property on sight. The Africans lost faith in the magic water. Some surrendered while others fled to

Mozambique.

Consequences of the maji maji uprising

  1. a) There was massive loss of lives. In its wake, the Maji-Maji rebellion left 15 Europeans and 389 African soldiers and between 75,000 and 100,000 insurgents dead.
  2. b) There was massive destruction of property, as villages and crops were burnt when Germans applied the scorched earth policy.
  3. c) Southern Tanganyika experienced severe famine as farms and granaries were destroyed.

This disrupted economic activities such as agriculture and trade.

  1. d) Thousands of families were displaced during the war. This was because of the fear that gripped the land, forcing people to flee in different direction.
  2. e) The war undermined the German economy in Tanganyika, as numerous economic activities came to a standstill.
  3. f) There was loss of leadership in African communities which created disorganization and demoralized the African people. Most captured leaders were hanged or imprisoned. A total of 47 Ngoni chiefs were hanged.
  4. g) Africans resigned to colonial authority. The revolt broke the spirit of the people to resist and the colony remained calm, realizing they did not have better weapons to fight with.
  5. h) The uprising undermined the Africans’ confidence in their traditional religion. The magic water failed to protect them against the German bullets.
  6. i) The uprising laid the foundation to Tanganyika’s Nationalism. The uprising would become an inspiration for later 20th Century freedom fighters who called for similar interethnic unity as they struggled against European colonial rule.
  7. j) Although the Maji Maji Uprising was ultimately unsuccessful, it forced Kaiser Wilhelm’s government in Berlin to institute reforms in their Tanganyika administration as they realized the potential cost of their brutality.

Reforms introduced by the German administration after the maji maji uprising.

  1. a) Corporal punishment was abolished by the German administration. Those settlers who mistreated their workers were punished.
  2. b) Forced labour for settler farms was abolished.
  3. c) Communal cotton growing was stopped and Africans were to plant their own cotton and get profit from it.
  4. d) Better educational and medical services for the Africans were introduced.
  5. e) Africans were involved in administration of the region as Akidas and Jumbes.
  6. f) Newspapers that incited settlers against Africans were censured.
  7. g) Kiswahili became an official language.
  8. h) A colonial department of the German government was set up in 1907 to investigate and monitor the affairs of the German East Africa.
  9. i) The new governor rejected extra taxation of Africans.
  10. j) Colonial administration in Tanganyika was now tailored to suit the Africans.

Role of religion in the Maji Maji rebellion.

  1. a) It gave people courage, loyalty and confidence to fight the Germans.
  2. b) It gave spiritual strength to fight a superior force.
  3. c) Through religion, suspicions among communities were wiped out.
  4. d) Religion stood above tribal loyalty/all followed it regardless of tribe.
  5. e) Religious cults like bolero/kolelo promised people the destruction of the white man.
  6. f) It provided the ideology, which guided the war efforts.
  7. g) It sustained the morale of the warriors.
  8. h) It provided a common plan of action based on mass action
  9. i) It provided leadership during the war e.g. the prophetic leaders.
  10. j) It was used, to address the so many African grievances emanating from the harsh German rule.

The Mandinka Resistance.

Samori Toure (c. 1830-1900)

One of the great kings and fighters of African freedom was the great Samori Toure. Born about 1830 in Sanankaro, SE of Kankan in present-day Guinea, Samori Toure chose the path of confrontation, using warfare and diplomacy, to deal with the French colonial incursion. His father was a Dyula trader, leading Toure to follow his family’s occupation. In the 1850s, he enrolled in the military forces at Madina (present-day Mali) to liberate his mother, captured during a slave raid by king Sori Birama of Bisandugu. Displaying extraordinary military skill and prowess, he and his mother were subsequently released in 1858. Coupled with his experience as a Dyula trader, he built his army. Samori employed the triple thrust of persuasion, threat and war, in the same way as Sundiata did in Mali, to organized Malinké chiefdoms and expand the Mandinka state.  Between 1852 and 1882, Samori Toure had created the Mandinka Empire with the capital at Bisandugu, in present day Gambia.Samori’s army was powerful, disciplined, professional, and trained in modern day warfare. They were equipped with European guns. The army was divided into two flanks, the infantry or sofa, with 30,000 to 35,000 men, and the cavalry or sere of 3,000 men. There was a third wing of 500 men forming specially trained bodyguards. In 1881, Samori extended the empire to the east as far as Sikasso (in Mali) to the west, up to the Futa Djallon Empire. Meanwhile, the French were extending eastwards from Futa Djalon while the Mandinka were extending westwards towards Kenyeran trading centre, Next to the rich Bure Gold fields.In 1882, at the height of the Mandinka empire, the Frenc h accused Samori Touré of refusing to withdraw from an important market center, Kenyeran (his army had blockaded the market). They thus started war on him.

His bid to obtain assistance from the British to deal with the French failed as the later were not willing to enter into conflict with the French. From 1882 to 1885, Samori fought the French and had to sign infamous Bisandugu treaty on 28th march 1886 and then 1887.

Significance of the Bisandugu treaties (1886-1887)

  1. a) To Toure, these were acts of delay the real confrontation that with the French that would come at an opportune time.
  2. b) He hoped that by this treaty, he would reach out at the British for a friendship treaty to enable him secure trade routes from the north under Tieba of Sikasso.
  3. c) The French on their part hoped to use the treaty to enable them to arrange the conquest of the Tukolor Empire.
  4. d) The treaties put the Mandinka under brief French protection.

In 1888, he took up arms again when the French reneged on the treaty by attempting to foster rebellion within his empire.

In 1890, he reorganized the army and concluded a treaty with the British in Sierra Leone, where he obtained modern weapons. He now stressed defense and employed guerilla tactics.

The Franco- Mandinka war (1891-1898)

Causes of the Franco-Mandinka war (1891-1898)

  1. a) Samori wanted to safeguard the independence and religion of his empire. Being a staunch Muslim, he could not tolerate non-Muslims on his land.
  2. b) He was not ready willing to lose the rich Bure Mines to the French whether through diplomacy or warfare.
  3. c) His empire was at that time enjoying military and economic superiority. The French incursion was merely a threat to his territorial expansion that was to be fought at all costs.
  4. d) His participation in trade had enabled him to acquire modern arms thus enabling him to build an equipped and well trained army which did not fear the encounter French. He even had facilities for arms repair.
  5. e) His scheme to play off the British against the French, between 1882 and 1889, had failed. This upset him and therefore left him only with the fighting option.
  6. f) The activities of the French of selling arms to his enemies such as Tieba of Sikasso were viewed by Samori as an act to weaken the Mandinka dominance.

Course of the franco-mandinka war.

Samori waged a seven –year war against France whose army was led by Major Archinard. In 1891, with his improved weaponry and reorganized army, he defeated the French. In 1892, French forces overran the major centers of the Mandinka Empire, leaving death and destruction in their wake.  In 1894, the French assembled all their troops in western Sudan (Senegal, Mali, Niger, etc…) to fight Samori.Between 1893 and 1898, Samori’s army retreated eastward, toward the Bandama and Como, resorted to the scorched earth tactic, destroying every piece of land he evacuated. He moved his capital east from Bisandugu to Dabakala, thus creating a second empire in 1893. This enabled him to delay the French. He formed a second empire, and moved his capital to Kong, in upper Cote d’Ivoire.

Disadvantages of Samori’s second empire

  1. a) He was cut off from Freetown where he used to buy firearms.
  2. b) He was at war with the communities, which he had attacked in his expansionist wars.
  3. c) His southern frontier was open to French attacks from the Ivory Coast.
  4. d) At his new empire, Samore was cut off from his gold mines at Bure thus; he had no wealth to keep his army running.
  5. e) The occupation of the Asante Empire by the British in 1896 meant that enemies from all corners surrounded Samori Toure.

In 1898, Samori, forced to fight a total war against innumerable odds like famine and desertion that weakened his forces, was captured on September 29, 1898, in his camp in Gué (lé) mou at the town of Sikasso in present-day Côte d’Ivoire and exiled to Ndjolé, Gabon, where he died of pneumonia on June 2, 1900.

Factors that aided Samori Toure in offering a protracted resistance to the Europeans

  1. a) He had established military workshops with a trained cadre of artisans whom he used to repair and manufacture his own weapons. This guaranteed regular supply of weapons during the resistance.
  2. b) He himself was a courageous fighter, a greater organizer and a military tactician and he personally commanded his army on the battlefield.
  3. c) His adoption of the Scorched Earth Policy as he mobilized the entire population to retreat left the French to starve and delay their advance.
  4. d) The success witnessed in trade enabled him to acquire guns and horses from the north, which were important in the resistance.
  5. e) Through trade and subsequent tribute collection, he obtained adequate wealth, which he used to maintain a large army.
  6. f) He had a large strong and well-organized army of 35,000 men, which was a formidable force for the French.
  7. g) He used diplomacy in dealing with the French to buy time to reorganize and strengthen his army, and to negotiate with the British in Sierra Leone to guarantee regular supply of guns.
  8. h) French soldiers were ignorant of the strange land they were fighting in and were faced with further problem of tropical disease.
  9. i) Some of his soldiers had served in the French colonial army and were thus familiar with the

French tactics.

  1. j) He used Mandinka nationalism and Islam to unify the army. Many of Samori’s soldiers

believed that they were fighting a Jihad (holy war) and therefore fought with determination.

Why samori was finally defeated.

  1. a) Since his army and community were constantly on the move, they could not engage in any gainful economic activity to replenish their supplies.
  2. b) The abandoning of the rich Bure Gold reserves as Samori retreated meant he had lost an important source of revenue that was initially used to sustain the army.
  3. c) When he moved to his second empire, He was cut off from Freetown where he used to buy firearms.
  4. d) Samori failed to get any support from other African societies due to lack of unity. Ahmed Seku of Tukolor and Tieba of Sikasso chose to rather assist the French than support Samori.
  5. e) His second empire was open to attack from all sides by either the British or the French, making it difficult to defend.
  6. f) The French had superior weapons and better means to re-equip their stores. They were also determined to defeat samori to set up an overseas colonial empire.
  7. g) The use of the scorched earth policy was resented by the civilians since it left them with nothing after destruction. It thus starred up local resistance.
  8. h) Even within his own empire, there was no total unity. The non-Mandinka communities and non-Muslims in the empire who had felt mistreated during his reign supported the French.
  9. i) The refusal by the British to assist Samori dented his hopes of getting a European ally against the French.
  10. j) Samori’s retreat to Liberia was blocked and his capital besieged. He had to surrender to the French.

The Ndebele Resistance

Background

The Ndebele were descendants of Nguni conquerors from South Africa (fleeing from the mfecane wars) who occupied what is now Matabeleland. Mzilikazi (Ndebele King) opened the door for the London Missionary Society led by Robert Moffat, who settled in Matabeleland in 1859. They assisted him in repairing his guns, inoculating cattle, writing and interpreting letters and providing medical care to the sick.  Hehowever had little interest in Foreigners and even had those whose who accepted missionary influence killed. Mzilikazi died in 1868 and his son Lobengula took over.Lobengula was the Ndebele king at the outbreak of the Anglo-Ndebele war of 1893. He went to great lengths to appease the increasingly aggressive British imperialists from the South, Portuguese invasion from Angola and Mozambique and Germans from the south west. He used his diplomatic skills to buy time before engaging in war with the British. He even tried to pit one European nation against the other (the Boers and the British). He in 1870 had granted a mining concession to Thomas Baines of Durban Gold Mining Co. in order to diffuse white intervention. In 1888, Lobengula signed the Moffat treat y which stated that he was not to sign any other treaty with other European groups without British permission. Rhodes sent his partner and agent Charles Rudd to compel Lobengula to acquiesce to the Rudd (mining) Concession- a verbal agreement between Lobengula and BSA Co granting the company a mining monopoly in Matabeleland. In return, he was to get a gunboat on River Zambezi or 500 sterling ponds, a monthly salary of 100 sterling pounds, 1000 rifles and 100,000 cartridges. Lobengula’s conditions for concession were not incorporated in the final text. When the terms of the treaty were interpreted to him, he learned that he had been tricked into surrendering his kingdom to Europeans.In 1889, he repudiated the treaty and sent a fruitless delegation of Indunas (Motshede and Babiyance) to London to meet Queen Victoria.  Despite the Ndebele king’s repeal of the concession, Rhodes, supported by the British crown, enacted a charter of the newly created British South Africa Company investing it with an array of rights: the right to ma.ke treaties, to pass laws and to subject the natives to its police force, as well as to make grants of minerals and land to white settlers. Lobengula was thus pushed into reluctant resistance by white greedy rapacity.

Causes of the 1893 Ndebele war.

  1. The Ndebele detested the treachery used by the British in compelling Lobengula to sign the Rudd Concession
  2. British occupation of Matabeleland had ended Ndebele powers over the shona whom they always raided for cattle and women.
  3. The British acts of provocation (inciting the Shona to raid the Ndebele for cattle). When the Ndebele chose to attack the shona, the British would then fight them under the pretext of protecting their interests in Mashonaland.
  4. The attempt by the Ndebele indunas to punish some shona who disobeyed King Lobengula became the immediate cause.

Course of the war.

The war broke out in October 1893. The British army was led by Dr.Starr Jameson and comprised the shona police and other mercenaries from South Africa. At that time, the Ndebele had been weakened by smallpox and inferior weapons leading to little confrontation between them and the British. Lobengula chose to evacuate his people towards Northern Rhodesia. Atthe two battles of Shangani River and Mbembezi. The Ndebele were defeated by superior European gun-fire. Lobengula finally fled to Bulawayo where he died in 1894. The conquerors took advantage of the natives’ inner divisions, with people of the low castes remaining passive and even some traitors helping the invaders. The aftermath of the British conquest in Zimbabwe was that cattle were seized from the natives and their land taken. Even the for the small plots that were left to them, Africans  were often forcibly prevented from ploughing and sowing, since they were subjected to tax-collection and coerced labour in whiteowned farms.  The Ndebele were pushed to the reserves of Gwaai and Shangani.

Second Matabele War (the Chimurenga war 1896-1897)

The war of liberation which was dubbed ‘Chimurenga’, or the Second Matabele War was a fulfillment of prophesy of a great Shona spirit, Mbuya Nehanda, sister of the great Shona prophet Chaminuka. Mlimo, the Ndebele spiritual leader is in fact credited with fomenting the Second Ndebele War. He convinced the Ndebele that the White settlers were responsible for the drought, locust plagues and the cattle disease rinderpest ravaging the country at the time.

Causes of the Chimurenga war

  1. a) The war broke out because the Shona and the Ndebele feared disruption of their age-old and valued trade and trade routes.
  2. b) They fought for economic and trade independence. The company had stopped shona Gold and ivory trade with the Portuguese and forced them to trade only with the company only and at low exchange rates.
  3. c) They were fighting against land alienation. The BSA Company had alienated the Ndebele land and pushed them to the Gwaai and Shangani reserves that had no water and were infested with tsetseflies.
  4. d) The war eroded the Ndebele traditional authority. When Lobengula’s sons were sent to South Africa by Rhodes for education, they were denied chance of succeeding their father.
  5. e) They detested the removal of the rights of chiefs to allocate land. The British ruined the regimental system and refused to recognize the power of the indunas and Ndebele laws.
  6. f) The British began to assume the rights to punish the subjects on behalf of the chiefs.

Sometimes even the chiefs were also punished. E.g, Chief Moghabi’s village was burnt.

  1. g) They revolted against taxation which was an interference with their economic independence. The hut tax, introduced in 1894 was collected with much brutality.
  2. h) The Ndebele were not pleased with the recruitment of the shona in the police force. They felt humiliated as the shona took the chance to revenge for the many years of oppression.
  3. i) They resented the general brutality of the whites when dealing with the Africans, like threatening the black people with punishment just before pay, to cause them to run away.
  4. j) They wanted the removal of the policy of forced labour on European mines and farmswhere workers operated under deplorable conditions, often whipped with syambok (whip) and worked for long hours without chance to engage in activities of their choice.
  5. k) The company disregarded the Ndebele customs especially the class system. They treated everybody equally, including the Holi – who were traditionally slaves to the Ndebele

aristocrats. The traditional leaders were sometimes flogged before their subjects.

  1. l) The confiscation, by the company, of 250,000 head of cattle in 1893 from the Ndebele. Leaving them with only 50,000 affected by cattle disease. The rights to raid the shona for cattle was also denied.
  2. m) The people were resented more by the Natural calamities that continued to afflict them and which religious mediums like Mlimo blamed on the presence of the whites.
  3. n) The influence of the Mwari cult leaders who urged people to resist with an assurance of victory against the British and immunity against the European bullets.

Course of the war.

Mlimo’s call to battle happened at a time when the BSA Co’s Administrator General Matabeleland, Leander Starr Jameson, had sent most of his troops to fight the Transvaal Republic in the ill-fated Jameson Raid in Dec. 1995 leaving the country’s defenses in disarray.

War in Matabeleland.On 29th March 1896, the Ndebele High Priest Umlugulu, with senior indunas, organized a ceremony to install Umfezela as Lobengula’s successor. On that day, The Ndebele rebels killed the whites on their farms as they found them by surprise. They also killed African policemen in the British force. The European settlers took refuge in fortified camps in Bulawayo, Gwelo, Belingwe and Mangwe.The British immediately sent troops to suppress the Ndebele and the Shona, but it cost the lives of many settlers, Ndebele, and Shona alike. The Matabele military defiance ended only when Burnham found and assassinated Mlimo, thanks to a Zulu informant. The Ndebele finally agreed to peace talks with Rhodes during which Rhodes agreed to disband the shona police and give the Ndebele headmen some powers as indunas.

The War in Mashonaland

On 17 June 1896, the Hwata dynasty at Mazowe attacked the Alice Mine. They succeeded in driving away the British settlers from their lands on 20 June 1896. In the same month, Mashaykuma, working with the local spiritual leader Kagubi, the Zezuru Shona people in killing a British farmer Norton and his wife at Porta Farm in Norton.

With the war in Matabeleland ending in October 1897, Gen. Carrington was able to concentrate his forces on Mashonaland. Nehanda Nyakasikana and Kagubi Gumbo-reshumba were captured and executed in 1898, but Mkwati, a priest of the Mwari shrine, was never captured and died in Mutoko. Traditional leaders played a major role in the rebellion, notably Chief Mashayamombe, who led resistance in Mhondoro, Gwabayana, Makoni, Mapondera, Mangwende and Seke.

Role of religion in the organization of the S hona –Ndebele resistance

  1. a) Religion united the Shona and Ndebele who had hitherto been bitter rivals. / The two communities entered a common plan of action.
  2. b) It boosted and sustained the morale of the masses and gave them spiritual strength to fight a might force.
  3. c) Religion was used as a base of mass action. It provided the resistance with a common ideology. Much of the ideology used was derived from Umlugulu, the chief priest of the Ndebele Nyamanda, Lobengula’s eldest son and Mlimo, the medium of Mwari Cult
  4. d) Religious leaders provided leadership to the war against white aggressors who were considered immoral and brutal.
  5. e) The Mwari Cult provided an important organization link between the Ndebele and shona since it was widespread.
  6. f) The most important representatives of the Mwari Cult were Mkwati and Singinyamatse who were the backbone of the spiritual unity of the Ndebele.

Why the Ndebele and shona were defeated

  1. a) Disunity among Africans and between Shona and Ndebele. They fought on different fronts. Even some African communities supported the British against the shona and Ndebele.
  2. b) The Ndebele social class lacked unity of purpose. The former aristocrats fought on their own

while the former slave classes chose to even cooperate with the British.

  1. c) British soldiers were well trained as compared to African soldiers. They also got

reinforcement from Botswana and South Africa.

  1. d) The arrest and execution of African leaders like Nehanda, Kagubi and Singinyamatse demoralized the people.
  2. e) The British had superior weapons as compared to African inferior weapons.
  3. f) The magic failed to protect them against the enemy bullets. Many people were killed by the British including the leaders of the Mwari cult.
  4. g) The determination of Cecil Rhodes, who negotiated for peace with Ndebele thus ending the war. This made the suppression of the Shona by the British easy.

Results of the war.

  1. a) The Africans lost their independence as the British established their authority over them.
  2. b) There was an enormous loss of life and property.
  3. c) The African land was alienated and they confined to reserves
  4. d) Africans in reserves were be subjected to forced labour.
  5. e) The war led to rapid spread of Christianity as the local people lost faith in their religion.
  6. f) The Ndebele indunas gained recognition as headmen.
  7. g) The Africans were exposed to severe famine, as the war hindered farming.
  8. h) The colonial office in London lost confidence in company rule due to its poor administration.

COLLABORATION

What is collaboration?

This was a style in which Africans responded to European intrusion through diplomacy, adaptation or allying with the Europeans for military support and for material gains

Reasons for collaboration by some African communities.

  1. a) Some African kings needed to safe guard themselves against internal and external enemies. e.g. Lewanika of Lozi who was facing threat from the Ndebele and the Ngoni.
  2. b) Others wanted to promote trade with the imperialists so that they can gain material wealth. For example, the Wanga and the Shona.
  3. c) Influence of the missionaries who convinced some African leaders to collaborate in order to get western education and civilization. E.g, François Coillard encouraged Lewanika to collaborate with the British.
  4. d) In some communities, there was need for protection against other European powers e.g. the Lozi against the Portuguese.
  5. e) Others were merely in need for assistance to gain regional supremacy. E.g the Maasai who were on downward trend as the Nandi were raising.
  6. f) To some it was a means of showing courtesy visitors assuming that they would leave soon and being ignorant of European intentions. For example, Kabaka Mwanga of Buganda.
  7. g) Other African leaders influenced some communities. For example, Chief Khama influenced Lewanika of the Lozi to resist.
  8. h) Having witnessed the European military might against the resisting neighbours some communities saw it futile to resist stronger force

The Lozi Collaboration

Factors, which influenced Lewanika of the Lozi to collaborate with the British

  1. a) Lewanika was encouraged to collaborate with the British by King Khama of Botswana who had already benefited from British protection against the Dutch in South Africa.
  2. b) The European missionaries who had visited him earlier influenced Lewanika. For example, François Coillard who convinced Lewanika to ally with the British to gain western education.
  3. c) Lewanika needed support against Portuguese and Germans who were approaching his territory.
  4. d) Lewanika wanted the British to protect his kingdom from attacks by other African communities such as the Ndebele and Shona-protection against African enemies.
  5. e) Lewanika also wanted the British to protect him against internal enemies e.g. in 1884,

Lewanika faced an internal rebellion-to safeguard his position.

  1. f) Lewanika desired western education especially for his sons and civilization in his country.
  2. g) Desire for promotion of trade between Britain and his people. He was keen on acquiring European goods such as firearms for territorial defence.
  3. h) He was fearful and considered it futile to resist a strong military force like Britain.

How Lewanika collaborated with the British.

Signing of treaties e.g. he first signed a treaty with Harry Ware in 1889 before signing the Lochner Treaty of 1890 and the Corydon Treaty of 1898. These treaties put Bulozi under British protectorate.Lewanika became friendly to British agents like Frank Lochner and the missionary, François Coillard, whom he allowed to establish a permanent mission station within his territory. He sent his sons to the Coillard mission school as a show of acceptance of westernization.

Lochner Treaty of 1890.

It was British missionary Francois Coillard who negotiated for the meeting between Frank Lochner, acting on behalf of Rhodes, and Lewanika in 1890. The treaty put Lewanika’s Kingdom under the protection of the British South African Company.

Terms of the treaty.

  1. a) Lewanika gave the BSA Company mining rights in Bulozi except in certain farming and iron mining areas.
  2. b) The company promised to protect the kingdom from outside attacks.
  3. c) The British company promised to pay the king 2000 sterling pounds a year and 4% royalties of all minerals mined in the area.
  4. d) A promise was made to develop trade, build schools and develop telegraphy in the kingdom.
  5. e) Lewanika would still be a king but just a constitutional monarch, not an absolute

ruler as before.

  1. f) That a British resident would be posted in Lealui, the capital of the Kingdom, to

monitor company activities and advise Lewanika on foreign affairs.

The treaty consequently implied that Lewanika had given up his kingdom to the British company.In 1897, Robert T. Coryndon a former police officer was sent as a British resident in Bulozi. Upon his arrival, he made arrangements for the signing of the Lawley treaty of 1898 which further reduced the size of the area governed by Lewanika.

In October 1900, he signed another treaty, the Coryndon  Treaty with Lewanika.

The Coryndon Treaty (1900)

It had the following terms;

  1. a) The British government would be responsible for administration of Bulozi. The company administrator would answer to the High Commissioner at the cape.
  2. b) The company would appoint officials and pay for the administration of the area.
  3. c) The company would provide schools, industries, postal services, transport and telegraphic facilities.
  4. d) Lewanika would receive only 850 sterling pounds a year as his stipend.
  5. e) The company was allowed to acquire land on the Batoka plateau.
  6. f) The company maintained its rights to prospect for mineral in Bulozi.
  7. g) Lewanika was to stop slavery and witchcraft in his area.
  8. h) Lewanika was made paramount chief of Barotse. His powers were reduced more when more white settlers arrived in 1905 ready to participate in government.

NB; the Coryndon treaty made Lewanika a mere employee of the company, receiving only a stipend. He lost control of the former vassal states that no longer would pay tribute to him since they were now under the British.In the final run, Lewanika lost his independence just like any other collaborator or resistor.

Results of Lewanika collaboration

  1. a) Schools and health centres were put up in his kingdom.
  2. b) He got British protection from Ndebele attacks.
  3. c) It marked the beginning of the erosion of the independence and traditional authority of his empire. Lewanika lost his authority as the administration was taken over by the British South Africa Company
  4. d) The British recognized Lewanika as a paramount chief of Barotse and gave him necessary protection.
  5. e) Lewanika received payment of £ 2000 yearly
  6. f) The British South Africa Company took over the control of the minerals
  7. g) The Lozi land was alienated and given to British settlers
  8. h) The Lozi were later forced to pay taxes in order to maintain the administration.
  9. i) The Lozi were forced to work as labourers on settler’s farms
  10. j) The Lozi were employed in the civil service
  11. k) The British South Africa Company developed infrastructure in Barotseland
  12. l) The British used Barotseland as a base to conquer the neighbouring communities.

The Buganda collaboration.

By the mid 19th century, Buganda had become the most powerful state in the interior of East Africa. However despite this might, the Kabakas (Mutesa I and Mwanga) chose the path of collaboration instead of resisting the European intrusion.

Why kabaka Mutesa I (1856-1884) collaborated with the Europeans.

  1. a) His kingdom was under threat form Khedive Ishmael of Egypt. He therefore wanted British assistance against the Egyptian threat.
  2. b) There was threat from his traditional enemy, Omukama Kabalega of Bunyoro Kingdom.
  3. c) Mutesa wanted to establish a centralized religious authority over Buganda to counter there power wielded by the traditional priest of the Lubaale Cult and the Muslim power and influence.
  4. d) He wanted modernization and to gain Prestige from association with the Europeans. For example, western education, medicine and other material benefits.
  5. e) He had the desire to trade with Europeans to get their goods especially firearms.

Kabaka Mwanga (1884-1898)

Mwanga’s main problem when he took over power was religious indecision which eventually generated political instability. In January 1885, he executed three C.M.S converts. In October 1885, he had Bishop Hannington killed. In May 1886, 30 young converts were burnt to death at Namugongo for refusing to denounce their Christian faith.

In 1888, under the urge of the traditionalists, he unsuccessfully attempted to expel all foreigners whom he blamed for causing chaos in his kingdom. He instead was disposed by a combined force of Muslims, Catholics and Protestants and replaced by his brother Kiwewa, sharing authority with foreigners.In 1890, Mwanga recaptured the throne assisted by the Christians and Kabalega of Bunyoro kingdom. He signed a protectorate treaty with Carl peters for the Germans and rejected a treaty offer by Fredrick Jackson of IBEACO. IN 1891, Mwanga signed a treaty of collaboration with  Fredrick Lugard, the First British administrator sent to Uganda. This was after the Heligoland Treaty of 1890 had put Uganda a British sphere of influence.

Why Mwanga collaborated

  1. a) He wanted to acquire protection from internal and external enemies e.g religious groups and Banyoro.
  2. b) He wanted to secure his position and safeguard the Baganda from interference.
  3. c) He wanted the British to help him Gain regional supremacy over the surrounding kingdoms of Bunyoro, Ankole and Toro.However, throughout all the religious conflicts that continued in Uganda between the Protestants and the Catholics, Kabaka Mwanga always supported the Catholics to the Chagrin of the British administrators. He was disposed by Lugard in 1894 after the capture of his palace at Mengo.Under Kabaka Mwanga II, Buganda became a protectorate in 1894. This did not last and the Kabaka declared war on Britain in on July 6, 1897. He was defeated at the battle of Buddu on July 20 of the same year. He fled to German East Africa where he was arrested and interned at Bukoba. The Kabaka later escaped and led a rebel army to retake the kingdom before being defeated once again in 1898 and being exiled to the Seychelles.While in exile, Mwanga II was received into the Anglican Church, was baptized with the name of Danieri (Daniel). He spent the rest of his life in exile. He died in 1903, aged 35 years. In 1910 his remains were repatriated and buried at Kasubi.The war against Kabaka Mwanga II had been expensive, and the new commissioner of Uganda in 1900, Sir Harry H. Johnston, had orders to establish an efficient administration and to levy taxes as quickly as possible. This he did through the Buganda Agreement of 1900

The Buganda agreement

The Buganda agreement was signed in 1900 between Sir Harry Johnstone, British Official, and Apollo Kagwa, representing the Baganda

Reasons for signing of the Buganda agreement

  1. a) The treaty was to define the position of Buganda in the country.
  2. b) To introduce law and order in the country.
  3. c) To reduce the cost of British administration since Buganda was to meet the cost of administration.
  4. d) To define the relationship between Buganda and the British government.

Terms of the Buganda agreement

  1. a) The Buganda laws were to remain in effect as much as they did not interfere with protectorate laws that were to be applicable to Buganda Kingdom as well. Bugandakingdom was to be ruled by the Kabaka with the assistance of Katikiro. The Lukiko was to be the legitimate body making laws of Buganda and it was to compose 89 members.
  2. b) Buganda people were to pay poll and hut tax. However, No tax was to be levied on Buganda unless approved by the Lukiko (parliament). Revenue from Buganda was to be merged with all the revenue from other provinces.
  3. c) The kabaka, ministers and Chiefs to be paid since they were now employees of the British government.
  4. d) Buganda boundaries were defined to include parts of Bunyoro (the ten sazas she had acquired from Bunyoro). The kingdom was therefore expanded to twenty counties. To ease administration, each county was placed under a Saza Chief.
  5. e) Land tenure system was changed to include land on freehold basis (Mailo land) and crown land. The crown land was for protectorate government while the Mailo land was particularly for the kabaka, his ministers and his chiefs.
  6. f) Though Buganda became a province within the protectorate, Ganda system of government was recognized and modified. It was to have three ministers (katikiro, treasurer and chief justice.). The Lukiko had fixed number- 20-saza chiefs, 60 notables and 6 Kabaka’sappointees.

Results of the Buganda agreement.

  1. a) British overlord ship was confirmed over Buganda.
  2. b) Buganda was reduced to a status of a mere province.
  3. c) The position of the king was reduced – he lost his power to give or withhold land as well as the power to appoint or transfer chiefs.
  4. d) The 1900 Agreement led to the birth of early nationalistic movements. For example, the Bataka Opposition Movement in the 1920s by the landless class people rising up against the land-owning group.
  5. e) Modern economy and western education were introduced with Buganda taking the lead.
  6. f) Buganda formed the basis for the British administration as baganda were appointed as British administrators.
  7. g) It strengthened the special position of Buganda in relation to other communities in Uganda.
  8. h) Sazas were increased from 10 to 20 and saza chiefs got land and right to impose land rent.
  9. i) It led expansion of Christianity and decline of Islamic influence.
  10. j) Bunyoro kingdom became aggrieved as results of loss of part their territory that was transferred to Buganda by the British. This caused friction later.

Results of African collaboration

  1. a) Just like resistors, the collaborating communities also lost their independence and were eventually colonized. Bulozi and Buganda finally became British Protectorates.
  2. b) The collaborating community leaders gained some recognition, though with reduced powers. Lewanika foe example became the paramount Chief of Barotseland while Kabaka gained the title, ‘His Highness’.
  3. c) The collaborators were able to secure some amount of protection from their traditional enemies. The Lozi were protected from the Ndebele while the Baganda were protected from the Banyoro.
  4. d) The collaborators were used by the Europeans to exert their authority over other African societies. The baganda on their part were used to administer Busoga.
  5. e) The collaborating Africans gained from missionary work. Lewanika’s sons for example gained western education. Hospitals and schools were also built in the kingdoms.
  6. f) There was increased trade between the collaborating communities and the Europeans. The communities gained European goods such as glassware, clothes, guns and ammunition.
  7. g) The collaborators just like resistors were later subjected to economic exploitation such as land alienation, mining, taxation and forced labour.

ESTABLISHMENT OF COLONIAL RULE IN KENYA

CAUSES OF THE SCRAMBLE FOR EAST AFRICA

Factors that contributed to the scramble and partition of East Africa

  1. The rise of Nationalism in Europe. The Unification of Germany, after the Franco- Prussian war (1870-71) upset the balance of power in Europe and there was need to rebalance out through acquisition of colonies in Africa including east Africa. The Germans also felt that the only way their nation could gain recognition among other European powers was through securing colonial possession.
  2. Strategic location of East Africa in relation to Egypt. Europeans were concerned with the source of the river Nile in East Africa and control of the Suez Canal. Therefore, the ownership of East Africa was crucial to the Egyptian affairs. East Africa, had, from the days of the Portuguese conquest in the 15th century, proved to be a strategic location for fresh supplies. That is why the Germans and the British competed for possessions in the region.
  3. The need to speed up economic development of the European countries. The industrializednations were rushing for colonies to tap raw materials to keep their factories running. There was also a popular believe that East Africa contained pockets of precious metals awaiting exploitation. They were also driven by the search for market for European produced goods.

The Europeans were also looking for places to invest their capital.

  1. The rise of Public opinion in Europe. There was growth of public support towards the acquisition of colonies. E.g., the Daily Press in London spoke well about acquiring colonies.
  2. Social factors.

~  East Africa was to be occupied as a means of stamping out slave trade and replacing

it with legitimate trade.

~  The Europeans were keen on spreading their culture to east Africa.

~  They wanted to protect their missionaries who were already operating in east Africa

The process of Partition

The Berlin conference failed to fully resolve the rivalry between the Germans and the British in East Africa. The activities of Karl Peters and Harry Johnstone for the Germans and the British respectively in the Mount Kilimanjaro region depicted intense rivalry which almost led to war.The two signed treaties with local chiefs as a way of legalizing their arbitrary declaration of their spheres of influence. Karl peters even declared german protectorate over Ungulu, Uzigua, Usagara and Ukami.These activities together with those of Sir William Mackinnon of the Imperial British East Africa Company became the immediate cause of the partition of east Africa.The partition of East Africa was sealed through the following two treaties.

The Anglo-German Agreement of 1886

The agreement facilitated peaceful settlement of the german and British claims on east Africa as follows;

  1. a) The Sultan was given the 16 KM (10mile) coastal strip from Vanga to Lamu. He also acquired islands of Zanzibar, Pemba, mafia, Lamu, pate and Towns like Lamu, Kisimayu, Mogadishu, Merca, and Brava.
  2. b) Germany acquired the coastline of Witu the region between river Umba in the North and river Ruvuma in the south.
  3. c) The British got the territory north of river Umba up to river Juba in the north.

However, the treaty failed to determine the western boundary, thus leaving Uganda up for grab to any power that got there first. Uganda therefore became a theatre of intense rivalry between Karl Peters who even secured a treaty with Kabaka Mwanga in 1890 and Fredrick Lugard who tried in vain to sign a treaty with Kabaka Mwanga.

This tension is what led to the Heligoland Treaty of 1890.

Terms of the Heligoland Treaty of 1890

  1. a) Germany officially recognized Uganda as a British sphere of influence/protectorate.
  2. b) Germany abandoned her claim over the territory of Witu for British in exchange for Heligoland island in the North sea
  3. c) Germany accepted British protectorate over Zanzibar and Pemba.
  4. d) Germany acquired a strip of land on Lake Tanganyika from Britain and the Coastal region of Tanganyika from the Sultan of Zanzibar.
  5. e) The Sultan of Zanzibar retained a 16km (10 miles) Coastal strip.

This treaty thus ended the scramble for and partition of East Africa.

BRITISH OCCUPATION OF KENYA

Methods used by the British to occupy Kenya.

  1. a) Signing of treaties. The following treaties were signed either by the British or on behalf of the British to facilitate their occupation of Kenya;

~  A treaty by Sir William Mackinnon and the Sultan of Zanzibar Barghash in 1887

which effectively put Zanzibar under the British for 50 years.

~  The Maasai Agreements of 1904 and 1911 between Oloibon Lenana and the British

~  The Anglo-Germany Treaties of 1886 and 1890.

  1. b) The British collaborated with communities like the Wanga and Maasai who were later used as bases to extend British Authority over other areas.
  2. c) Establishing operational bases. The British built Forts like Fort Smith (Kabete) and Fort Hall (Murang’a) to enhance their political control.
  3. d) Use of company Rule. In the initial stages, due to the fear of the enormous costs of effective occupation and administration, the British mandated the IBEA. Company to administer the Kenyan protectorate.The Imperial British East Africa Company of Sir William Mackinnon was given the royal charter in 1888 and thus had the following new powers;
  4. a) Levying and collecting taxes and institute custom duties in the area.
  5. b) Establishing political authority and Maintain of law and order in the British East Africa.
  6. c) Promoting legitimate trade and Eradicate slave trade
  7. d) Developing and civilizing the indigenous peoples with the assistance of the imperial consul based in Zanzibar.

Achievements of the IBEAC.

  1. a) The company succeeded in quelling local aggression in the British spheres of influence from

communities such as the Nandi, Maasai and Akamba.

  1. b) The company established a series of Forts at Kibwezi, Machakos, Smith and Dagoretti, which laid the basis for colonial administration in Kenya.
  2. c) The company improved transport and communication in the protectorate by pioneering road construction in Kenya. For example the Sclater’s Road between Kibwezi and Busia in 1894 which assisted in transportation of railway building materials.
  3. d) The company succeeded in eradicating slavery to some extend and securing freedom for many slaves.
  4. e) The company also developed a rubber industry along the coast and the interior.

Reasons why Britain used the IBEA Company to administer her possession

  1. a) Absence of a clear policy on the administration of colonial possessions. This gave room to the use of the company to administer the colony.
  2. b) The company could provide cheap administrative capital that Britain had failed to raise for colonial governance. The colonies were not yet economically viable
  3. c) There was a problem of inadequate personnel to be used in the administration of the colonies.
  4. d) B.E.A.Co’s long experience in the region. The company had invested heavily in east Africa, hence making its participation in the administration of the colony inevitable.

Why company rule had failed by 1895.

  1. a) The region lacked strategic natural resources for export thus making the IBEACO, a trading company, to operate at a loss and narrow its revenue base. Minerals like Gold, copper and Diamond were not existent.
  2. b) The company lacked sufficient capital to carry out the day- to- day administrative operations. The company had spent the little funds available in the construction of fortified trading stations, with little reward.
  3. c) Transportation of goods in the region proved expensive and slow as the region did not have any navigable rivers
  4. d) The company faced the problem of poor coordination of its activities caused by lack of proper channels of communication between the head office in Europe and the offices in the colony.
  5. e) Some of the company officials were corrupt and therefore misappropriated funds.
  6. f) The company faced numerous resistances especially in the Nandi country thus disrupting their operation. At one time, Fort Smith was set on fire by African resisters.
  7. g) Some of the company officials lacked experience in administrative matters since most of them came merely as traders.
  8. h) The company officials also were affected by the harsh tropical climate and diseases like malaria and sleeping sickness that killed many.

The company thus surrendered the Charter in 1895 to the British government for a

compensation of 250,000 dollars

Factors facilitated the establishment of the British control over Kenya during the 19th century?

  1. a) The Christian missionary factor. They created an atmosphere of friendship with Africans, which was important for colonization. They also occasionally called home for protection against hostile communities.
  2. b) Presence of trading company (IBEACO. The companies through their agents signed treaties with African rulers and among themselves as a means of initiating effective occupation of Kenya.
  3. c) Superior military power/good army. The European armies were more efficient than he African ones. This was witnessed in the ability to quell the numerous wars of resistance like the Nandi resistance.
  4. d) Disunity among African communities. By the time the British came to East Africa, the Wanga were up against the neighboring communities in western Kenya, the Nandi and the Maasaiwere at war and the Mijikenda against the coastal Arabs over land. This was of advantage to the British.
  5. e) Signing of treaties. There was Collaboration of some communities with the British. The Maasai signed the Maasai Agreement of 1900. The Wanga also signed various treaties with the British.
  6. f) The British policy of indirect rule was readily acceptable, thus reducing the chances of resistance.
  7. g) Financial support from the home government.

KENYA PEOPLES’ RESPONSES BRITISH INVASION OF KENYA

Africans in Kenya offered varied responses to the British intrusion into their country. Some resisted while other collaborated.The communities that resisted actively included the Nandi, Agiryama, Bukusu, Somali and sections of the Agikuyu

 

 

 

The Nandi Resistance (1895-1906)

Reasons why the Nandi resisted British occupation of their land

  1. a) The Nandi had gained a lot of pride, having subdued their neighbours E.g the Luo, Maasai, Abagusii and Abaluhyia. At that time, they were enjoying a sense of superiority that gave them confidence to take the British Intruders head-on.
  2. b) The Nandi military superiority made them feel equal if not superior to the whites. Their warriors were well- trained and equipped and had gained a lot of experience through the numerous cattle raids the conducted against their neighbours.
  3. c) The Nandi detested the physical appearance of the white people which they considered as evil and must be expelled from their community.
  4. d) The Nandi were opposed to Land alienation by the British. They disliked the grabbing of their land for railway construction/white settlement.
  5. e) Kimnyole’s prophecy that foreigners would dominate the Nandi motivated them to fight against the Europeans.
  6. f) The Nandi had a long history of resisting and fighting intruders. They had successfully warded off the Arab and Swahili traders in the 1850s.
  7. g) The Nandi resisted as a means of safeguarding their independence which they had enjoyed for a long time.
  8. h) The Nandi also enjoyed unity under the leadership of Koitalel Arap Samoei between 1895 and 1905. This had helped them to register numerous victories against neighbouring communities. They therefore felt strong enough to resist the British.

Course of the Nandi rebellion

The Nandi wars of resistance began in 1895. The Nandi mainly employed guerilla warfare ambushing the caravan traders and mail carriers who passed in their territory.

When two Nandi warriors strayed into the Guasa Mesa administrative camp headed by Andrew Dick in 1895, he murdered them as a response to the attacks by the Nandi on foreigners passing in their territory.The Nandi retaliated through the murder of a British trader, Peter West and thirty of his workers. This sparked off British punitive expeditions against the Nandi with the first in 1897 which however failed to stop the Nandi raids.

When the railway reached the Nandi territory, they refused to cooperate with the railway builders and even kept stealing building materials to make weapons and ornaments. They even ambushed and murdered railway builders.In 1900, the British sent three punitive expeditions under Colonel Evatt, the commander of the Uganda Rifles reinforced by the Maasai, Baganda, Swahili and Indian mercenaries.The Nandi were supported by the Kipsigis enabling them to resist for so long causing high death toll on the British and the Nandi as well.The year 1901 witnessed a temporary truce worked out by the British administrator, Walter Mayes (1901-1905), after realizing the heavy causalities both sides were experiencing.

The war was re-ignited when the Nandi realized that the British had started settling and farming on their land. They destroyed the railway in protest. The British reacted by destroying crops and villages and stealing cattle for the next three years.

The Nandi war of resistance only ended when the British officer in Nandi, Captain

Meinertzhagen, hatched a plan to have Koitalel, the chief coordinator of the résistance, killed. He and his advisers were killed in October 1905, during a “peace” meeting convened by Meinertzhagen.

The Nandi finally sought for peace in December 1905 ending the ten year long resistance.

Why the Nandi offered the longest and strongest ever resistance to the British intrusion in Kenya.

  1. a) The British intrusion into their territory happened when the Nandi were at the best of their power and superiority.
  2. b) Existence of a superior military organization based on the age set system. The Nandi army was strong and could match any foreign force. The regimental age-set system supplied the Nandi with young men who were experienced in battle, disciplined, organized and were effective.
  3. c) The Nandi also possessed knowledge of weapon manufacture and repair through their local ironsmiths and using stolen railway material.
  4. d) The Nandi enjoyed regular supply of food and war equipment which sustained the fighters for a long period. This was mainly aided by the Nandi mixed economy enabling them to turn livestock for food when the British destroyed crops.
  5. e) The Nandi had good knowledge of the terrain in which they were fighting the intruders thus having an advantage over the British who were not familiar with the terrain. The difficulties faced by the British as posed by the terrain disadvantaged them durin g the resistance
  6. f) The Nandi knowledge of Guerilla tactics. This enabled them to organize many surprise attacks while vandalizing key British installations like the telegraph lines.
  7. g) The existence of strong leadership. The Nandi leadership was religiously inspired and therefore very strong. The Orkoiyot was their symbol of unity and strength and was believed to possess some supernatural powers that gave courage to the fighters.
  8. h) Their enemies, the British troops, were slowed down in their advance by problems like respiratory disease due to the wet and cold climate. The Nandi were accustomed to these conditions
  9. i) The Nandi received assistance from the Kipsigis fighters – the Elgeyo, Lembus and Nyangori which enabled them to hold off the British for Six weeks in 1900.

Why the Nandi were defeated in the hands of the British

  1. a) The British obtained support, against the Nandi, from the collaborating communities like the Somali and the Maasai.
  2. b) The British military strength remained superior to that of the Nandi especially in terms of the weapons. Their guns were superior to the Nandi spears.
  3. c) There was an outbreak of smallpox in the Nandi country 1890. This weakened them by killing many and rendering others unable to fight on.
  4. d) They Nandi failed to get support from the neighboring Kenyan communities like the Luo and the Abaluhyia who were not friendly to them.
  5. e) The treachery employed by Captain Meinertzhagen, the British commander who lured Nandi Orkoiyot Koitalel Arap Samoei to a meeting where he was killed.
  6. f) The death of Koitalel Arap Samoei demoralized the Nandi into even signing for peace.
  7. g) The British used Scorched Earth Policy, which seemed more punitive to the Nandi since their houses were burnt and livestock confiscated.

Results of the Nandi resistance.

  1. a) The Nandi country was colonized by the British after 1906. The Nandi lost their

independence.

  1. b) There was massive loss of life. Koitalel Arap Samoei, his entire council of elders and over 1000 warriors were killed. The British also experienced casualties on the part of their forces.
  2. c) There was destruction of property through burning and looting. E.g the British confiscated at least 5000 herds of cattle and burnt more than 5000 huts and grain stores.
  3. d) There was massive land alienation. The Nandi were pushed into reserves where they experienced impoverishment due to drought and cattle diseases. The Nandi lot their territory and traditional salt licks at Kapchekendi and Kamelilo that were now inhabited by the whites.
  4. e) The Nandi military organization disintegrated thus making them lose their dignity and authority in the region.
  5. f) The Nandi were separated from their close cousins and allies the Kipsigis through the creation of the Nandi Reserves where they were confined. Their economic lifestyle of grazing animals freely was also disrupted.
  6. g) Many Nandi warriors were recruited into the colonial police.

Agiriama resistance.

A Bantu speaking group inhabiting the coastal region, their reaction to the British invasion was motivated by the reaction of the Mazrui Arabs and the Swahili who rose up against the British in 1895.The Agiriama reaction began as an offer of support to the Mazrui Arabs, with whom they had long trading links, during their conflict with the British over succession to the TakaunguSheikhdom. The Agiriama was also hitting back against the Busaidi Arabs who were encroaching on their territory. The British had supported the Al Busaidi collaborators throughout succession conflict.The British reacted by bombarding Rashid’s Headquarters at Mweli forcing the Agiriama and the Mazrui to resort to guerilla warfare. While the Mazrui Arabs later surrendered, the Agiriama now resorted to full scale résistance against the British encroachment in 1914.

 

 

Causes of the Agiriama resistance

  1. a) They did not want to pay taxes, especially hut tax that was hurting to traditionally polygamous group, to the British. The British also were forcing them to pay it in terms of labour instead of allowing them to sell their grains and livestock to pay.
  2. b) They had lost their independence/the British replaced the Agiriama traditional rulers with their own appointees
  3. c) They were opposed to forced labour on British plantations for little or no pay especially on land that had been snatched from them.
  4. d) The British did not respect their culture. The British policemen at Kitengani insulted the Agiriama culture by raping their women.
  5. e) The Agiriama were reacting against forced conscription into the King’s African Rifles. They were forced to produce 1000 able-bodied men within a month, join the British army
  6. f) They lost their land to the British due to the massive land alienation for settler farming. They were forced to offer paid labour on their own former land to the chagrin of the elders.
  7. g) The British, who were seeking to take over the Agiriama role as middlemen, disrupted their trade in ivory and food stuffs
  8. h) They disliked the British-appointed headmen whose duties included collection of taxes and recruitment of labour.

Course of the resistance

The Agiriama resistance was inspired by a Giriama prophetess, Mekatilili WA Menza. She was joined by an Elder, Wanje wa Madorika in mobilizing people to a mass resistance against the British rule.The immediate course of their reaction was the forced military recruitment into the KAR. To provoke the British to war, they barred their young men from moving outside their villages to work.Mekatilili and Wanje called on the people to return to their ancestral shrine at Kaya Fungo and offer sacrifices and denounced all appointed puppet rulers in favour of the traditional council of elders.

The two administered traditional oaths to unite and inspire the people to war. I.e. the Mukushekushe oath for women and the Fisi oat for men.When a state of emergency was declared by the British over the Agiriama, they resorted to Hitand-run warfare. They attacked the homes of loyalists, Europeans and collaborators forcing the missionaries to seeker refuge at Rabai. The British countered the hit-and-run warfare with burning villages and crops and driving away livestockThe resistance only subsided when Mekatilili and Wanje were arrested and deported to Kisii.The Arabs, under Fadhili bin Omari, mediated between the Agiriama and the British, marking the end of the war under the following terms;

  1. a) The Agiriama to offer a specific number of labourers for European settlers and

public works.

  1. b) They would also offer a certain number of able-bodied men to serve in the King’s African Rifles.
  2. c) The British would occupy all the land to the north of River Sabaki.

Role of Mekatilili in the Agiriama resistance.

  1. a) She encouraged the Agiriama to face the British by administering the Mukushekushe and Fisi oaths to unite the people to war.
  2. b) She presented the grievances of the Agiriama, some of which the British later addressed.
  3. c) She rallied the people together against a common enemy thus laying the basis for

nationalistic struggles for independence.

Results of the Agiriama resistance to the British

  1. a) Many people lost their lives some as fighters while others were caught in the crossfire.
  2. b) The Agiriama lost their independence to the British
  3. c) There was Rampant destruction of property i.e. food stores at home, food crops in the fields and cattle. Some property was lost through confiscation.
  4. d) The community’s economic activities were disrupted, especially the lucrative trade at Takaungu, where they had been acting as middlemen.
  5. e) The Agiriama were prohibited from brewing traditional liquor.
  6. f) The British withdrew their order demanding Agiriama to move out of their homes.
  7. g) For the first time women took up the leadership of the rebellion e.g. Mekatilili

Bukusu resistance

Reasons why the Bukusu resisted the British rule

  1. a) They wanted to safeguard their independence and culture i.e. circumcision.
  2. b) They were being compelled to recognize Nabongo Mumia as the overall leader of Abaluhyia.
  3. c) The Bukusu did not like the idea of paying taxes to the British through force.
  4. d) They resented the British demand in 1894, that the Bukusu warriors surrender guns they possessed.
  5. e) The British invasion had happened when the Bukusu were enjoying immense military power.

Course of the resistance

The Bukusu resistance began with the ambush of a trade caravan heading to Ravine through bukusuland. The Bukusu stole all the rifles. When they were commanded to surrender all the guns in 1894 and declined, the British sent a punitive expedition which however was defeated. The British administrator at Elureko, Charles Hobley sought for reinforcement from Major William Grant of the Ugandan protectorate.

In 1895, at the battles of Lumboka and Chetambe, the Bukusu were summarily defeated.

Methods used by the Bukusu to resist the British.

  1. a) Use of Warfare. They directly fought the British troops led by Major William Grant, at Lumboka and Chetambe hills.
  2. b) The Bukusu ambushed a caravan of traders, sent by the commanding officer at Kavirondo to the Ravine Station.
  3. c) Revolting against rule by Wanga agents. The Bukusu Murdered a Wanga agent, Hamisi, who had been sent, to administer the area. `

Effects of the Bukusu resistance

  1. a) The Bukusu lost most of their land through massive land alienation
  2. b) They lost their independence as bukusuland was declared part of the British East Africa

Protectorate

  1. c) There was massive loss of life within the Bukusu and the British forces.
  2. d) There was loss f property and disruption of Bukusu economy. The Bukusu lost their cattle

and sheep.

  1. e) Bukusu women and children were taken prisoners by the British.

The Somali resistance.

The Somali resistance was a reaction to the British declaration that Jubaland was a British protectorate. They were led by their leader Ahmad bin Murgan.

causes of Somali resistance.

  1. a) The Somali were opposed to the division of Somaliland into the British and Italian spheres of influence, which separated the clans.
  2. b) They were opposed to punitive expedition sent against them by the British.
  3. c) The Somali people being Muslims were opposed to being controlled by the British who were Christians.
  4. d) The British attempted to stop the Somali raiding activities against their neighbors.
  5. e) The Somali were against British control of their pastureland and watering points.
  6. f) The British wanted the Somali to drop their nomadic way of life.

Course of the resistance.

The British initially reacted minimally to the Somali aggression on their Kisimayu

neighbourhood in 1898 due to the following reasons;

  1. a) They viewed such an undertaking as to expensive in terms of the arms and military personnel that would have been involved.
  2. b) The Somali were a nomadic group therefore it was very hard and time consuming to suppress them.
  3. c) There was no economic justification for waging such a war on a highly unproductive territory. However, when the Somali murdered the British sub-commissioner for Jubaland, Mr Jenner, in 1900, the British dispatched a punitive expedition of Indian regiments against them.The Somali rose up again in 1905 against the British after they had procured Firearms. The Somali skirmishes continued into 1914 with the change of boundaries and finally ended in 1925 when Jubaland was put under the Italian Somaliland.

Results of the Somali resistance

  1. a) There was massive loss of life, as many Somalis were killed. Sub-commissioner Jenner was also killed.
  2. b) The British divide the Darod and Hawiye clans through the boundary changes of 1914.
  3. c) The Somali cattle were confiscated.
  4. d) Somali lost their independence through the declaration of the protectorate status.
  5. e) The process of colonization by Europeans was delayed considerably.
  6. f) There was favorable boundary change that saw Ogaden being placed under Italian Somaliland.

Collaboration

In Kenya, the Maasai, Wanga and a section of the Agikuyu, Akamba, and Luo collabo rated.

The Maasai collaboration

In the 19th century, the Maasai community changed from a once feared community to one marred by succession disputes and natural calamities. The Disputes between Lenana and Sendeyo over succession of Mbatian after he died weakened the Maasai community to the level of merely collaborating with the British intruders. Sendeyo moved with his followers to northern Tanzania leaving behind Lenana’s group who chose the path of collaboration.

Reasons for the Maasai collaboration with the British

  1. a) Losses of the Maasai military supremacy. At the time the British came to Kenya, the Nandi had overtaken the Maasai in terms of military superiority. They therefore sought for foreignsupport against their aggressors.
  2. b) Internal feuds. There were a series of succession disputes in the period between 1850 and 1890 caused by differences in economic activities. In one of the disputes, when Lenana seemed to be losing to Sendeyo, he appealed to the British for support.
  3. c) Natural calamities/disasters. The Maasai country witnessed severe hunger, livestock and human diseases in the 1850s. These weakened them more making them unable to resist.
  4. d) Threat and wars from the Agikuyu. When the Maasai went to reclaim their women and children at the end of the hunger period, they were met with outright threat of attacks from the Agikuyu. They therefore sought British support.
  5. e) Prophecy of Mbatian. He prophesized the coming of a white man who was more powerful and that the Maasai should not bother to resist him.
  6. f) Lenana personally chose the path of collaboration because he wanted to consolidate his position and that of his kingdom. He was looking for the much needed military support to overcome his sibling, Sendeyo of the Loita Maasai.

 

 

The process of Maasai collaboration.

The attempt by Lenana to secure assistance against Sendeyo was the beginning of his collaboration with the British.The Kedong massacre incident (Maasai warriors attacked a caravan of Swahili and Agikuyu traders travelling from Ravine) and the resultant death of 100 Maasai at the hands of three white men (Andrew Dick and two French companions) made the Maasai the immediately seek for collaboration with the British.They cooperated with the British in establishment of colonial administration. The provided mercenaries in the British punitive expedition against the Nandi, Kipsigis and Kikuyu. Maasai were rewarded with cattle acquired from uncooperative peoples e.g. The Nandi and Agikuyu

They exchanged gifts and used British manufactured goods. Lenana was made a paramount chief. Between 1904 and 1923, a fair proportion of the Maasai agreed to be moved from one grazing land to another to pave way for British settlement.They signed the first Maasai agreement in 1904 by which they moved into two reserves, one to the south of Ngong and the railway and the other up on the Laikipia plateau. A corridor of five kilometres was set aside in Kinangop for the Eunoto ceremony that accompanied circumcision. The second Maasai agreement of 1911 implied the Maasai abandon the Laikipia plateau to rejoin others in the enlarged southern reserve.

Results of the Maasai collaboration

  1. a) Lenana was made a paramount chief of the Maasai in 1901.
  2. b) The collaboration led to the separation of the Maasai related clans. The Purko Maasai were divided into the Loita and Ngong Maasai.
  3. c) There was massive land alienation with the Maasai being moved to the Ngong and Laikipia reserves and later the southern reserve.
  4. d) Maasai freedom in conducting rituals was curtailed with their confinement to a five –square-mile reserve for initiation rites.
  5. e) The Maasai lost their independence. Just like any other part of kenya, Maasailand became part of the British protectorate.
  6. f) There was total disruption of their territorial integrity. Even their cattle economy was disrupted as the number of livestock was reduced. There was an attempt to cause them to abandon their nomadic habit.
  7. g) The Maasai gained material reward in form of cattle and grains looted from resisting communities like the Nandi and Luo of Ugenya.
  8. h) Their age old custom of livestock cross- breeding with their Samburu neighbours was disrupted with the curtailing of their migratory behaviour. Their stock was therefore weakened.
  9. i) Some Maasai were hired as mercenaries against the resisting communities such as the Nandi and Agikuyu.

 

 

 

Wanga Collaboration

Nabongo Mumia, the Wanga leader from 1880, was an ambitious and shrewd leader who had the desire to expand his Kingdom through collaboration with  British intruders and soliciting their military assistance.

Reasons for Wanga Collaboration

  1. a) Nabongo Mumia hoped that by collaborating, he would be made a paramount Chief of the entire western region.
  2. b) There was family rivalry over leadership. This compelled Mumia to seek help against his brother Sakwa. He wanted to safeguard his position at home.

Key notes for the teacher and students- @Cheloti 2013  Page 33

  1. c) He wanted British protection against the Nandi, who were by then enjoying military superiority, the Bukusu and the Luo of Ugenya
  2. d) He wanted to revive a disintegrating kingdom.
  3. e) He wanted to take advantage of the British western civilization particularly education and religion. He also wanted material gains from the British.
  4. f) He aimed at achieving territorial expansion. Mumia aimed at ruling up to Kabras, Kimilili, Marama, Butsotso, Ugenya and Samia.
  5. g) He realized that his community was very small and it was futile to resist the militarily superior Europeans.
  6. h) Having realized that the British declaration of western Kenya as their sphere of influence was inevitable, he chose to become their ally at the earliest opportunity ever.

Process of Wanga Collaboration.

Mumia’s contact with the outside world began when he befriended the Swahili and Arabcaravan traders and later the IBEA Company merchants when they visited wangaland.They built a fort and a trading station at Elureko, his capital, which was to remain the headquarters of the British administration in western Kenya until 1920.

Ways in which Nabongo of Wanga collaborate with the British.

  1. a) He offered his seat-elureko to become an operational base of the British expeditions.
  2. b) He offered his men to fight alongside the British in their expeditions against other communities.
  3. c) He provided Wanga agents to aid the British in administering the conquered areas.
  4. d) The Wanga provided food, water and shelter to the British invading forces.
  5. e) They gave the British free passage through their territory and offered them hiding places during the battles.
  6. f) Mumia signed treaties of friendship with the British.

Results of the Wanga collaboration with the British.

  1. a) Wanga kingdom was strengthened using military support from the British. Wanga kingdom was expanded. Nabongo gained more territories e.g. Samia, Bunyala and Busoko
  2. b) Their king Mumia was declared a paramount Chief thus raising his prestige. He ruled as a British paramount chief ruling as far as Bunyala, Gem , Ugenya and Alego, upto 1926, when he officially retired
  3. c) Mumia warriors became agents of the British colonialism. The warriors were used to subdue the Luo, Bukusu and Nandi.
  4. d) The Wanga Princes became agents of British rule over western Kenya. For example, Mumia’s half-brother Murunga was appointed chief of the Isukha and Idakho.
  5. e) Mumias headquarters at Elureko became the seat of British administration in western Kenya upto 1920 when it was moved to Kakamega.
  6. f) Mumia and his people gained material benefits from the British through trade, western education and religion.
  7. g) Nabongo Mumia became an important ally of the British administration in western ken\ya, providing them with vital information over the appointment of chiefs and Headmen in western Kenya.
  8. h) Due to the Wanga Collaboration, there was intensified enmity and hostility between the Wanga people and other Abaluhyia subsections who viewed the Wanga as traitors.
  9. i) However, The Wanga, just like any other collaborator or resister lost their independence when Kenya was declared a British Colony in 1920.

Mixed reactions

The communities that exhibited mixed reaction were the Akamba, Agikuyu and Luo.

The Akamba Reaction

The arrival of the British traders threatened to destabilize the prominence enjoyed by the Akamba as middlemen during the long distance trade. The British even tried to stop the Akamba from organizing raids on their Oromo, Agikuyu and Maasai neighbours.

Why did the Akamba decide to resist British administration?

  1. a) The British failed to respect Akamba traditions and customs. For example, the cutting down of the ithembo (shrine) tree for a flag post at Mutituni in 1891.
  2. b) When the Akamba attacked the Agikuyu, The British intervened against them. This was not taken kindly.
  3. c) The Akamba were protesting the misconduct of Company officials based at Machakos who stole from the local people and raped Akamba women.
  4. d) The establishment of colonial administration disrupted the long distance trade, which was the Akamba lifeline.
  5. e) The establishment of British rule meant loss of independence for the Akamba.
  6. f) The establishment of military posts in Ukambani without their consent. The British built a fort at Masaku in 1890.
  7. g) The British kept on disrupting their peace by sending military expeditions that resulted in death and massive destruction of property.
  8. h) The Akamba were also resisting forced labour.

 

Course of the Akamba resistance.

In 1890, Nzibu Mweu led he Akamba in boycotting to sell goods to the company agents.

Prophetess Syonguu also ordered the Iveti Warriors to attack the Masaku fort in the same year as a reaction to the cutting down of the ithembo tree for a flagpole.The British agents were defeated during this surprise attack.When the British tried to stop the Akamba raids on their neighbours in 1894, a Warrior, Mwatu wa Ngoma ordered the Akamba warriors, who had been inspired by medicinemen, to attack the British.

The British responded with devastating consequences on the side of the Akamba forcing them into collaboration with the British District Commissioner, John Ainsworth. Mwatu wa Ngoma became a collaborator.Later, another gallant fighter, Mwanamuka, led the Kangundo people to attack the colonial police at Mukuyuni and Mwala, killing six. With the assistance of Maasai mercenaries, the British sent a punitive expedition against the Akamba and even confiscated their livestock.When Mwanamuka tried to blockade the Lukenya area to cut off communication between Fort Smith and Masaku, he was met with devastating consequences that forced him to also petition for peace.

Why a section of the Akamba collaborated with the British.

  1. a) They had lost heavily during the Akamba-British war of 1894 causing them to fear the British.
  2. b) The ruthlessness with which the British attacked the Akamba scared many warriors into collaborating. For example, the Machakos station superintendent, Leith dispatched troops to deal with Syonguu’s forces in 1891, causing merciless killings and looting of property.
  3. c) Some especially the trades collaborated expecting material gains.
  4. d) Collaborators wanted to gain prestige.
  5. e) They wanted to get guns to be used in robbing for wealth.
  6. f) The Akamba had been weakened by the 1899 famine and were therefore unable to effectively tackle the British.

Reasons for the Akamba defeat

  1. a) Some of the Akamba were not patriotic to the resistance course. Some self-serving opportunists allied with the colonial agents with the aim of enriching themselves thereby resulting in the Akamba defeat.
  2. b) Internally, the Akamba lacked territorial cohesion. It was therefore very difficult to coordinate a strong resistance to British rule among a highly segmented society lacking in a centralized system of government.
  3. c) Sections of The Akamba community experienced severe famine in 1899. They were weakened to the level of being unable to stage a gainful resistance to the British.
  4. d) The role of missionaries who pacified some sections to the level of collaborating with the intruders. The missionaries actively undermined their religious practices and traditional beliefs.
  5. e) When the Akamba caravan trade and raiding activities were disrupted, they had lost a significant source of livelihood and thus became weakened more.

Consequences of the Akamba reaction

  1. a) The Akamba lost their independence as their territory was declared a British protectorate.
  2. b) There was massive alienation of Kamba land to pave way for white settlement.
  3. c) Many people, especially the Akamba warriors lost their lives during the confrontations with the British soldiers.
  4. d) The British interfered with the Akamba culture by cutting down the Ithembo tree and raping their women.
  5. e) The Akamba were subjected to heavy taxation in order to raise revenue for the colonial administration.
  6. f) Many of the Akamba men were forcefully conscripted into the King’s African Rifles to fight in World War I.

The Agikuyu reaction

The Agikuyu was also a highly segmented nature lacking in territorial unity. This explains why they had mixed reaction against the British.

Explain the causes of Agikuyu resistance.

  1. a) The British failed to respect Agikuyu traditions and customs. The missionaries campaignedagainst female circumcision and Kikuyu forms of worship.
  2. b) Misconduct of company officials. They stole from the local people, killing some of them, and raped Agikuyu women.
  3. c) The Agikuyu were revolting against the forced supply of grains and water, by their women, to the British soldiers.
  4. d) There was massive land alienation, which had left many landless or pushed to unproductive land.
  5. e) Harassment of the Agikuyu, by British punitive expeditions. To enforce their policies, the British usually applied excessive force.
  6. f) The British had begun meddling in the Agikuyu internal affairs making them suspicious of their intentions.
  7. g) Fear of Loss of independence by some leaders like Waiyaki wa Hinga.
  8. h) The Agikuyu were reacting against the punishment meted on them by the British for raiding Fort Smith in 1892.

Reasons why some Agikuyu collaborated.

  1. a) Agikuyu leaders like Kinyanjui wa Gathirimu and Karuri wa Gakure wanted to derive personal wealth and prestige through collaboration.
  2. b) Kinyanjui wa Gathirimu and Karuri wa Gakure hoped that by collaborating, they would be made paramount Chiefs among the Agikuyu.
  3. c) The collaborators wanted British protection against their enemies amongst the Agikuyu and other neighbouring communities.
  4. d) They wanted to take advantage of the British western civilization particularly education and religion.
  5. e) They also wanted material gains from the British through trading with them.
  6. f) The Agikuyu of Nyeri realized that it was futile to resist the militarily superior Europeans.They therefore chose to collaborate.

Organization of the Agikuyu reaction

When captain Lugard established a fort at Dagoretti in 1890, he began relating with Waiyaki WA Hinga who was in charge of the area. Wayaki’s people supplied Lugard’s men with food.However, when Wilson took over from Lugard who had left for Uganda, his soldiers began looting food and livestock from the Agikuyu. The Agikuyu reacted by setting the Dagoretti fort on fire. Waiyaki was arrested by the forces sent by Sub-commissioner Ainsworth, and died enroute to Mombasa. It is alleged that he was buried alive at Kibwezi after provoking his captors.Kinyanjui WA Gathirimu, a collaborator, succeeded Waiyaki at Dagoretti. In 1899, Fort Dagoretti was closed down due to a series of raids. Francis Hall opened another Fort at Murang’a (renamed Fort Hall after his death in 1901) after the locals were subdued and forced to accept the British Colonial rule.

British trader John Boyes forged an alliance with Karuri WA Gakure, the Agikuyu leader at Fort Hall, which enabled him to subdue the resisting Agikuyu groups. He also made contacts with Wang’ombe of Gaki (Nyeri) who together with Gakure supplied the British with mercenaries in exchange for confiscated loots from resisting groups.Meinertzhagen, who succeeded Francis Hall in 1902, subdued the Muruku and Tetu section (led by Chief Gakere) of the Agikuyu. Chief Gakere was murdered and his associates deported to the coast after they wiped out the entire Asian caravan on the slopes of the Aberdares.The Agikuyu of Iriani (Nyeri) were defeated in 1904 and their Aembu and Ameru allies sought for peace in 1906, having seen the effects of resisting.By 1910, British rule had been established in the entire Mount Kenya region. With the Agikuyu settling peacefully in the reserves upto 1920s when they began to agitate again.

Results of the Agikuyu mixed reaction.

  1. a) The reactions fuelled mistrust, hatred and animosity in most of Kikuyuland. Such feelings of mistrust continue among the Agikuyu of Murang’a, Kiambu and Nyeri up-to-date.
  2. b) There was massive alienation of Agikuyu land by the British with the help of the collaborators like Wang’ombe WA Ihura and Gathirimu who gave land to the British for construction.
  3. c) Some Agikuyu leaders amassed a lot of wealth and rose to prominence. For example, Karuri wa Gakure and Wang’ombe of Nyeri,
  4. d) The collaborators like Kinyanjui wa Gathirimu and his people received western education and were converted to Christianity.
  5. e) There was massive loss of lives for the resisters. For example Waiyaki wa Hinga and many Agikuyu fighters were killed.
  6. f) The Agikuyu, both collaborators and Resisters lost their independence when their territory was declared a British protectorate.
  7. g) The Agikuyu wars of resistance forced the British to shift their administrative base from Fort Dagoretti to Fort Hall.
  8. h) There was massive destruction of property. The Agikuyu razed down Fort Dagoretti. The Agikuyu villages were burnt by the British.

The Luo reaction.

The resisters were the Luo of Sakwa, seme, Uyoma, Ugenya and Kisumu. The collaborators were the Luo of Gem and Asembo, led by Chief (Ruoth) Odera Akang’o.

Reasons for the resistance against the British by the Luo of Ugenya.

  1. a) To protect their land and national heritage.
  2. b) To protect their freedom and independence
  3. c) Protect their livestock, grains and fish from being taken by the British soldiers who were undisciplined
  4. d) The Luo had become a formidable nation in the area and did not entertain any intruder.
  5. e) They were also provoked by the punitive expedition sent against them by Mumia and the British.

Why the Gem and Asembo Luos collaborated.

  1. a) Their chief, Odera Akang’o had been influenced by the Wanga Neighbours who had gained materially from their collaboration.
  2. b) Odera also needed British assistance to subdue the Luo of Seme, Uyoma, Sakwa and Ugenya, and the Nandi, who were a threat to his people.
  3. c) He realized the futility of resisting the British through the experience of his neighbours.

Course of the Luo resistance.

The Luo of Ugenya set off the resistance by attacking the Wanga in an attempt to expand. They vandalized British key installations like the telegraph wires and administrative stations.In 1896, the British sent an expedition against them and 200 people were killed.

When the British attacked the Seme Luo for cattle and Grains, they were provoked into revolting. They attacked the Asembo Luo who had collaborated with the British. The British invaded them in 1898 with devastating effects in terms of property and life loss.

The Luo of Kisumu rose up in 1898 attacking a British Canoe party on Winam Gulf for taking their fish without paying. They were however overcome.The Gem and Asembo Luos led by Ruoth Odera Akang’o supported the British throughout all these confrontations.

Results of the Luo reaction

  1. a) Both collaborators and resisters lost their independence to the British.
  2. b) The Luo lost their property through burning and looting.
  3. c) There was massive loss of lives, especially among the Ugenya Luo.
  4. d) It Bred hatred between the collaborators and resisters
  5. e) The collaborating communities were able to gain western education and religion as the British established schools and missions in their areas.
  6. f) The African leadership was replaced with the British administration, thereby undermining traditional political systems.
  7. g) The Luo were alienated from their land to pave way for the British occupation and settlement.

Colonial system of administration in Kenya

In their administration of Kenya, the British employed both central government and local government as the basic administrative framework.

Central Government

The protectorate was divided into provinces headed by Provincial commissioners, who acted as representatives of the Governor. The governor was answerable to the colonial s ecretary in Britain.

Hierarchy of colonial administration in Kenya

  1. Colonial secretary. Based in London, he was the political head of the British colonial administration and overall coordinator of the colonial policies as passed by the British parliament.
  2. Governor. Reporting to the colonial secretary, he was the representative of the British government in the Kenyan colony. He headed the executive council which effected colonial policies and programmee he gave assent to laws from the LEGCO before they were implemented.
  3. Provincial Commissioners. They represented the governor at provincial level and

implemented the policies and laws that were enacted by the legislative council that was established in 1907. They supervised the work of DCs, Dos and the entire provincial administration on behalf of the governor.

  1. District commissioners. They implemented policies and maintained law and order and security in their districts. They headed the District Advisory Committees. They coordinated the work of Dos and Chiefs.
  2. District Officers. They implemented orders from the DCs and coordinated the work of the chiefs. They maintained law and order in their divisions.
  3. Chiefs. They acted as a link between the people and the Governor at local levels. They maintained law and order at the locations and coordinated the work of headmen.
  4. Headmen. They were a link between the government and the people at the grassroots level. They mobilized people for development within their villages.
  5. The principal function of Chiefs and Headmen under the Headman’s Ordinance and Chiefs Authority Act was tax Collection and labour recruitment for public works and European settlers. Their duties were confined in the African reserves.

The advisory and Executive Councils guide the governor and effected the colonial policies.

Local Government.

The British introduced the Local Government in colonial Kenya because;

  1. a) They wanted to involve the local communities in administration of the region. This would reduce the costs of administration.
  2. b) They wanted to mobilize local people in resources exploitation in order to stir up

development

  1. c) Local Government was a means of providing a legal forum for the local people to make decisions about their day to day affairs
  2. d) The Local Government would provide an important link between the Central government and the locals.
  3. e) The Local Government would provide a means through which the government would understand Africans better.
  4. f) It also originated from the desire by European settlers to safeguard a number of privileges for themselves by getting directly involved in local administrative units

Local Native Councils

They were established in 1922 after the passing of the Native Authority Ordinance.

In 1924, the District Advisory Councils (DACs) were renamed Local Native Councils (LNCs)

Objectives of the LNCs

  1. a) To encourage and develop a sense of responsibility and duty among the Africans.
  2. b) To provide a mechanism through which educated Africans could articulate their grievances at District level.
  3. c) To ensure proper restriction of the Africans in their reserves.
  4. d) To provide a means through which the government would understand the Africans better so that to contain them.

Achievements of the Local Native councils

  1. a) The councils succeeded in restriction African political Agitations and other activities to their reserves.
  2. b) The LNCs provided basic social needs like water, cattle Dips, Public Health, Education and Markets.
  3. c) They succeeded in maintaining basic infrastructure in their areas of jurisdiction.
  4. d) They succeeded in collecting taxes to finance their operations.

NB; in 1948, the LNCs were renamed African Native Councils. Pascal Nabwane became the first African chairmen of the ADCs in 1958. The ADCs operated as local authorities for Africans until 1963.

Impact of Local government

  1. a) It exploited local resources and initiated development.
  2. b) It created a link between the central government and the local people.
  3. c) It helped maintain law and order using the small police force set up in 1896.
  4. d) It promoted infrastructural development and general welfare of Africans. It used the levied taxes to improve social services such as schools and hospitals.
  5. e) It helped in the arbitration of African disputes through the District African Courts. E.g, Land disputes were settled by the LNCs.

Factors that undermined the local Government

  1. a) Shortage of trained personnel to work in the LNCs and ADCs.
  2. b) Poor transport and communication leading to poor coordination of their activities.
  3. c) Lack of adequate revenue to finance their operations as the colony lacked strategic mineral resources.
  4. d) There was a lot of rivalry between the settlers and the locals, later becoming the freedom struggles. This hampered the operations of the councils.
  5. e) Racial discrimination was so pronounced that basic services were absent in African areas. Many Africans survived through self-help schemes.

COLONIAL ADMINISTRATION

The methods mainly used by the British to administer their colonies were

  1. Direct rule.
  2. Indirect rile.

Difference between direct rule and indirect rule.

Indirect rule was a system under which the British recognized the existing African political system and used it to rule over the colonies.Direct rule was a system where the Europeans/the British entrenched themselves in the direct administration of their colonies. Indigenous political and administrative institutions and leaders are replaced with European systems.

Indirect rule

This was a policy advanced by Fredrick Lugard, the British High Commissioner in the protectorate of Northern Nigeria from 1900 to 1906.To Lugard, as summed up in his book, The Dual Mandate in the Tropical Africa (1922),”the resident acts as a sympathetic adviser to the native chief, on matters of general policy. But the native ruler issues his instructions to the subordinate chiefs and district heads, not as orders of the resident but as his own”.Such a system was applied in Kenya and in West Africa.

Why Britain used indirect rule in Kenya and Nigeria

  1. a) Britain lacked enough manpower to handle all the administrative responsibilities in the colonies. For example, in the Nigerian protectorate, there were only 42 British officials by 1900.
  2. b) Lack of adequate funds for colonial administration from the parent government made her use the existing traditional political system as a means of cutting down the administrative costs.
  3. c) The use of indirect rule was a means of diffusing the expected stiff resistance from the Africans. The traditional rulers were to be made to feel that they had lost no power.
  4. d) The policy of administration had succeeded in India and Uganda, thus motivating them to apply it in Kenya and Nigeria.

British rule in Kenya

In Kenya, the British lacked both funds and experienced personnel to facilitate their administration. Kenya also did not have a reference model of an administrative system –like that in Buganda Kingdom. It was only among the Wanga section of the Abaluhyia and the Maasai where traditional chiefs that were recognized by the British existed.

Where the institution of chieftainship did not exist as the case of the Agikuyu, the British appointed chiefs (men with ability to communicate in Kiswahili and organize porters) like Kinyanjui WA Gathirimu in Kiambu, Karuri wa Gakure in Murang’a and Wang’ombe wa Ihura in Nyeri. The passing of the Village Headman Act in 1902 gave the chiefs the responsibilities of maintaining public order, hearing of petty cases and clearing of roads and footpaths.The 1912 0rdinance increased the powers of the chiefs and their assistants (headmen); they were now allowed to employ other persons to assist them, such as messengers and retainers. They were to assist the District officers in Tax collection and control brewing of illegal liquor and cultivation of poisonous plants like Cannabis sativa. They were to control carrying of weapons and mobilize African labour for public works.

The selected colonial chiefs however faced two problems;

  1. a) Most of them lacked legitimacy and were therefore rejected not only by the African elders who regarded them as nonentities, but also by the young generation who saw them as tools of colonial oppression and exploitation.
  2. b) Many of the colonial chiefs were young and inexperienced.
  3. c) Many of the chiefs also became unpopular since they used their positions to amass riches in terms of large tracts of land, livestock and wives. E.g Chief Musau wa Mwanza and Nthiwa wa Tama acquired 8000 herds of cattle and 15 wives respectively in kambaland.The structure of administration was as discussed earlier with governor being answerable to the colonial secretary in London. Below him were provincial commissioners, district commissioners, district Officers and Chiefs.All the administrative positions above that of the chief were occupied by European personnel.

The British in Nigeria.

Nigeria comprised the Lagos colony and protectorate, the Southern Nigeria Protectorate and the Northern Nigeria Protectorate. These regions were later amalgamated into the Nigerian protectorate in 1914.In Northern Nigeria, Fredrick Lugard employed indirect rule.

Reasons for the use of indirect rule by the British in northern Nigeria.

  1. a) The system was cost-effective. There was need to reduce the administrative cost by using

the local chiefs in administration while employing very few British officials.

  1. b) Northern Nigeria had communities with a well-organized centralized system of government complete with Islamic sharia whose use provided a base to govern the protectorate. i.e. The Sokoto Caliphate
  2. c) The vastness of the region coupled with the inadequate British administrative work force and Poor transport and communication network made it difficult for the British officials to effectively administer some parts of the region.
  3. d) The system would help dilute African resistances since governance was by local rulers. TheBritish were keen on guarding against the local resistance to their administration.
  4. e) The method ensured smooth transition from African to British dominion. It was a way of deliberately preparing Africans for self-government.
  5. f) Indirect rule had been tried successfully in Uganda and India.

Indirect administration as applied in northern Nigeria

In Northern Nigeria, the existing emirates with centralized system of administration formed thebasis of local governance. The Emirs were retained and were to rule under supervision of the British resident officials.The British administration was based on the local customs and laws. Chiefs chosen by the British were to be acceptable by the local people. Local chiefs collected taxes and a portion of it was given to the Central Government.Local Native Courts operated as per the laws of the land. The Emirs were allowed to try cases in their own Muslim courts.The Emirs were mandated to maintain law and order. They possessed firearms.In 1914, Northern and Southern Nigeria were Brought under one syatem of administration.

However Lugard found it hard to apply indirect rule in Southern Nigeria.

Why indirect rule was not successful applied in southern Nigeria

  1. a) Southern Nigeria lacked a centralized indigenous system of administration, which would have been vital in the application of indirect rule.
  2. b) The south had many ethnic groups, many languages and many disparities in customs, whichdenied it the homogeneity necessary for the application of indirect rule.
  3. c) The southern people were infuriated by the British introduction of new concepts like forced labour and direct taxes.
  4. d) The British did not give themselves time to understand the operation of the social, political and economic systems of the people of southern Nigeria.
  5. e) The educated elites in the south felt left out of the administration of their own country in favour of the illiterate appointees of the British.
  6. f) There existed communication barrier between the British supervisors, the warrant chiefs and the people, which sometimes led to misinterpretation and misunderstanding.
  7. g) The warrant chiefs sometimes misused their powers in tax collection and molesting women sexually.
  8. h) The brutish had used excessive force in dealing with any form of resistance and this made them unpopular

Problems associated with indirect rule as a system of government.

  1. a) Indirect rule could only e applied where centralized government was present. Its application in stateless societies often faced difficulties.
  2. b) Where chiefs were imposed, especially in the stateless societies, their authority lacked legitimacy and only resulted in suspicion and lack of confidence. This would lead to constant riots when they tried to exert their authority.
  3. c) Local people even in the highly centralized states looked at indirect rule as curtailing the authority of their local rulers and hence resented it. E.g the Yoruba state in Nigeria.
  4. d) Some inexperienced British officials tended to interfere too much with the vital African customs and practices e.g. among the Asante thus bringing further problems.
  5. e) Different administrations had different views on the degree of indirect rule to be applied hence confusion was created. It was difficult to draw a boundary between the advisory and supervisory roles of colonial powers.
  6. f) Language was a problem and there was need for interpreters. Communication was poor and made adaptation difficult.
  7. g) Education of chiefs was necessary but even this took a long time and needed patience and skillful knowledge which the British did not have.

Effects of indirect rule.

  1. a) The system led to transformation of the role of traditional African chiefs. they now began to recruit fellow Africans to provide labour to the colonial government and even fight in world war I. the chiefs thus became unpopular.
  2. b) The indigenous system of administration was modernized by the British especially in northern Nigeria.
  3. c) Many African chiefs used their positions to accumulate a lot of wealth at the expense of their people. Chiefs like Wang’ombe and Gakure in central Kenya acquired large tracts of land.
  4. d) Indirect rule created suspicion and mistrust between the educated elites and the traditional chiefs who were given power ib southern Nigeria. The elite reacted by forming political movements thus leading to growth of nationalism in Nigeria.
  5. e) Indirect rule helped preserve African cultures, unlike assimilation which sought to replace them.

DIRECT RULE

This system was mainly used in regions with large white settler population such as Algeria, south Nigeria and Zimbabwe.

Direct rule in Zimbabwe

Zimbabwe was colonized by the British South African Company under John Cecil Rhodes. Rhodes used his resources to sponsor a group of South African Europeans who set out to establish in Southern Rhodesia, a satellite of South African System.

They began off by engaging the Ndebele in a series of wars from 1893 before finally occupying the fertile land in Mashonaland and Matabeleland.

Characteristics of direct rule in Zimbabwe

  1. a) Zimbabwe had a large number of European settlers with their population rising to 50,000 by 1931. The whites therefore maintained an advantaged position throughout their administration of Zimbabwe.
  2. b) Many of the British settlers developed the attitude and consequently the belief that the territory was pre-ordained to be a white settler colony.
  3. c) The territory was administered by a commercial company (B.S.A.C) for a long period (1890-1923)
  4. d) An administrator below who was a long chain of European civil servants performing simple administrative duties headed BSAC.
  5. e) Direct method of administration was applied to the Africans who had initially resisted the intrusion. New chiefs were appointed to dethrone the traditional leaders.
  6. f) The Legislative Council that was begun in 1898 gave the European settlers political Rights to the extent that by 1923, they had attained some self-governance.
  7. g) The system was characterized by massive alienation of African Land compelling Africans to provide labour to the new European settlers.
  8. h) There was racial segregation which was effected through the Legislative Council. African communities suffered greatly in the hands of the settler regime.

Reasons for use of direct rule by the British in Zimbabwe

  1. a) The British desired to fully control the economy of Zimbabwe and maximize on profit generation through direct involvement in administration.
  2. b) The Shona and Ndebele resistance against British intrusion made the them not to trust the Matabele chiefs nor use them as British agents
  3. c) There was lack of reliable political system to be used in indirect administration of the region. The local political institutions based on the Induna system had been destroyed when the British conquered and occupied Zimbabwe.
  4. d) Existence of enough B.S.A Co personnel on the spot who were familiar with the area as well as the British system of government.
  5. e) Favourable climatic conditions and the expected rich mineral deposits attracted many settlers who later provided the necessary personnel.
  6. f) There was a strong desire by the Europeans to be able to direct their own affairs and destiny without interference from within or without/The spirit nationalism

The BSAC administrative structure in Southern Rhodesia (1905-1923)

The government was headed by a resident Commissioner who was appointed by the Company stationed at Salisbury. Below him were various commissioners in charge of the Districts (all Europeans). Below them were African Chiefs whose duty included collecting tax, recruiting labour and maintaining law and order.In 1898, a LEGCO was established –heavily dominated by the European settlers. An Executive Council, consisting of the Resident Commissioner and 4 nominees of BSA.Co was also established. In 1902, a Native Affairs Department, headed by a European Native Commissioner was created thus entrenching the dominance of Europeans in Zimbabwe. The duty of the commissioner was to allocate land to Africans, collect taxes and recruit labour.For lack of enough valuable minerals in Zimbabwe as expected, the Europeans compensated by acquiring large tracts of land from African communities with some having grants of upto 3000 acre pieces of land.( Europeans occupied 21 million acres while Africans despite their majority were confined to 24 million acre reserves.)

The Company relinquished control in 1923 to for Zimbabwe to become a crown colony.

Crown colony Rule (1923-1953)

Why the settlers favoured crown colony over merger with South Africa.

  1. a) The merger would have led to domination by Afrikaners in their political matters.
  2. b) Their economic interests would have been neglected in favour of those of Afrikaners.

As a crown colony, a Governor was appointed in 1923 to represent the Queen of England. British government was empowered by the constitution to veto any legislation that would discriminate against Africans. This however never happened practically.

For example, the government formulated the Two-Pyramids Policy or parallel development policy characterized by discrimination against Africans. At the base of the pyramid was the majority Africans relegated to offering cheap labour for the white settlers. At the apex were the minority whites who took the highest positions in the economic and political system.To legitimize the two pyramids policy were two Acts that were passed in 1930 and 1934.

  1. a) Land Apportionment Act of 1930

The Act introduced rigid territorial segregation with land being divided into white’s and Africans’ portions. No African was allowed to acquire land outside their segregated portion.The minority whites acquired over half of the best arable land. Africans were given the semi arid areas infested by mosquitoes.

Land was categorized into four;

1)  Native Reserve Area- for Africans population. The Land was characterized with congestion since it was inadequate.

2)  Native Purchase Area- for Africans to buy. Such areas had harsh climatic conditions.

3)  European Area- For Whites only.

4)  Unassigned Area- For government expansion of buildings and other uses.

Effects of the Land Apportionment Act on Africans

  1. a) Many Africans became migrant labourers, moving to mines, towns and European farms to provide cheap labour since their land was unproductive.
  2. b) Large tracts of African land were alienated and they were confined to only 29 million acres while only 50,000 whites occupied 49 million acres of land.
  3. c) This exposed Africans to problems like overgrazing that further deteriorated their land.
  4. d) There was widespread poverty among Africans. For those on the reserves, they

faced starvation, those in towns faced slum life.

  1. e) Africans suffered racial segregation in provision of social services in urban areas.
  2. f) There was disruption of social roles as African men moved to towns and settler

farms. Women took over men’s jobs in the reserves.

  1. g) Land apportionment became the seedbed for the rise of African nationalism in

Zimbabwe.

  1. h) Africans were exposed to over taxation to compel them to provide labour to the

Europeans.

  1. b) The Industrial Conciliation Act of 1934.

The prime objective of the Act was to protect white workers from African competition. The government through the act prohibited Africans from setting up a trade union. Africans from beyond southern Rhodesia were imported to provide labour to the whites at low wages.The act resulted in relegation of Africans to the lowest level while skilled jobs were set aside for the Europeans. The two acts resulted in the humiliating conditions for the Africans which resulted in the rise of African Nationalism that continued more after the Second World War.As an answer to African agitation, the government invited more white settlers giving them more large tracts of land. The settlers also began to agitate for the formation of a federation of the three central African territories (southern Rhodesia, Northern Rhodesia and Nyasaland).In 1953, the British government gave approval for the formation of the federation of central African countries.

The Central African Federation.

The federation was organized as follows;

1)  Each territory had its own government responsible for local administration.

2)  Each territorial government was responsible for all aspects of native affairs within its boundaries.

3)  The British government was directly involved in the administration of the two northern protectorates.

4)  An African Board was established to ensure that no racist legislation against the Africans was passed in the federation parliament.

5)  The Federal Parliament was given powers to deal with all matters involving more than one territory and foreign affairs.The first Prime Minister of the Federation, Garfield Todd, being sympathetic to African protests over formation of the federation, legalized the formation of trade Unions and funded African education and Agriculture. Unfortunately when Todd was replaced in 1958, all his programmees were abandoned.

In 1963, the federation was dissolved and shortly afterwards Malawi and Zambia became independent as southern Rhodesia remained a self -governing colony.

The reign of Ian Smith

Ian Smith’s Rhodesian Front Party, controlled by the white extremists with no regards for Africans, won the 1962 elections.On 15th October 1965, Smith led the settlers to announce a Unilateral Declaration of Independence (UDI), from Britain implying that political leadership was now fully in the hands of the white rebel settlers.

This declaration provoked instant protest not only within Africa but also from the international community. UN declared sanctions against South Rhodesia though countries like South Africa and Portugal unfortunately continued to trade with her making the sanctions ineffective.In 1970, UDI declared itself a republic under a new constitution that entrenched whites’ position in Zimbabwe by spelling the following;

  1. a) Voting qualifications for Africans were revised and were now based on income. This automatically disenfranchised the majority of Africans.
  2. b) The land tenure system was revised to enable the Europeans to purchase land from the government.Meanwhile the war of independence had began in 1966, provoked by the 1965 UDI declaration, with a patriotic front formed by Zimbabwe African National Union(ZANU) of Mugabe Robert and Zimbabwe African People’s Union(ZAPU) of Joshua Nkomo waging a guerilla warfare.Zimbabwe became independent in 1980, with Robert Mugabe as the fits Prime Minister.

Effects of British rule in Zimbabwe.

  1. a) It led to African land alienation by white settlers/ Africans were displaced from their ancestral lands.
  2. b) The establishment of white settlement subjected Africans to abject poverty and suffering.Africans were subjected to intense economic exploitation through taxation and forced labour.
  3. c) African traditional economy was undermined as many of the Africans were forced to work for the Europeans.
  4. d) African interests were ignored in the day-to-day running of the colony.
  5. e) African traditional rulers lost their autonomy and became mere puppets of British administration.
  6. f) African cultures were undermined, for example through the separation of families as people sought alternative livelihood.
  7. g) The white settlers were to enhance the production of cash crops as transport, trade and industry were developed.
  8. h) Africans were denied freedom of movement and confined I reserves.
  9. i) Positively, it led to development of transport network the region.
  10. j) It led to introduction of new crops in the region
  11. k) It led to rise of nationalism as many Africans could no longer bear the burden of suffering in the hands of the whites.

ASSIMILATION

Definition.

This was a system of administration in which French colonies were given a culture and civilization similar to that of France. This system was influenced by the French revolution of 1789, which emphasized the equality of all men.In Africa, it was perfected by Lewis Faidherbe in Senegal when he was governor from 1854 to 1865.To many historians Assimilation was a deliberate French policy to help them destroy African Chieftaincies and Kingdoms that were thriving at the time of their arrival. Under the system, Africans had to;

~  Learn the French language.

~  Practice the French legal system.

~  Apply the French civil and political system.

~  Convert to Christianity and learn French mannerism including eating and dressing habits.Later on assimilation evolved into association which had been first applied in Africa in central Africa by Savorgnan de Brazza.Association involved letting the subjects develop independently due to the belief that nonwesterners were racially inferior and would therefore never be accepted as equal to Europeans even when assimilated.

French administration in West Africa

The French system of administration was highly centralized.The eight French colonies were grouped into the confederation of French West Africa. They were governed from one capital, Dakar, Senegal.The federation was headed by a Governor-General answerable to the French Minister for colonies in Paris. Each colony was headed by a lieutenant- Governor answerable to the Governor-General in Dakar.Each colony was divided into cercles (provinces), each headed by a commandant de cercle. Each cercle was further divided into small districts each headed by a chef de sub-division below whom were African chiefs (chefs de cantons in charge of locations). At the base were chefs de village in charge of the sub-locations.All the French overseas colonies were seen as overseas provinces and each elected a deputy to the French Chamber of Deputies in Paris (lower House). However the French administrators appointed lacked high standards of education and some were military officers simply rewarded with senior administrative positions. This led to inefficiency.

French administration in Senegal

In Senegal, the policy of assimilation was only applied in the four communes of St.Louis, Goree, Rufisque and Dakar. In the rest of the country, African chiefs who ruled were put I three grades namely;

  1. a) Chefs de province: – equivalent of the paramount chiefs, they were usually successors of the pre-colonial chiefs.
  2. b) Chefs de Canton: – these were ordinary people appointed by the French officials due to their ability, to be charge of locations. They kept register of taxpayers the location, helped the government in conscription of Africans into the army and assisted in mobilizing forced labour for road construction and other public works.
  3. c) Chefs de village:- these were usually traditional heads of the community(village) who were given the responsibility of collecting taxes, maintenance of law and order, organizing relief during floods and locust invasion and maintaining roads I their areas.

The privileges which were enjoyed by assimilated Africans in the four communes of Senegal included;

 

Economic privileges

~  They were exempted from forced labour.

~  They were allowed to work in France.

~  They were exempted from paying taxes.

~  They were allowed trading rights like the French people.

Political privileges

~  They were allowed to send representatives to the French Chamber of Deputies.

~  They were enfranchised like the French people in France (right to vote)

~  They enjoyed the rights of the French Judicial System like the French.

~  They were allowed to operate Local Authority’ structures which were similar to those in France.

~  They were allowed to retain Muslim law.

~  They were exempted from arbitrary arrest/through the Indigenization policy.

Characteristics of assimilation.

  1. a) Administrative assimilation. There was an administrative relationship between the French colonies and their mother country. Colonies were regarded as overseas provinces.
  2. b) Political assimilation. The colonies were represented in the French chamber of deputies thus maintaining a close political identity.
  3. c) Economic assimilation. The French currency was used in the colonies to enhance the economic relationship.
  4. d) Personal assimilation. Africans in the Quatre communes were given French citizenship and other privileges enjoyed by French citizens.

Reasons why assimilation was successful in the four communes

  1. a) There was a high percentage of Mullato population within the communes, who readily accepted the French culture making it easy for the French to apply assimilation.
  2. b) Africans were familiar with Europeans and their culture due to long interaction with them through trade.
  3. c) Many people had converted to Christianity and this made it possible for the French to apply their policy.

Factors that undermined the application of the French policy of assimilation in West Africa

  1. a) There was opposition by local people who did not want the French to interfere with their culture.
  2. b) The Traditional African rulers resisted the policy since they did not want to lose their authority and influence over the assimilated people.
  3. c) The French traders in West Africa also opposed the system they viewed assimilated Africans as a potential threat to their commercial monopoly in the region.
  4. d) The policy of assimilation ran the risk of undermining the very foundation of French colonialism, as it was not possible to exploit Africans who had attained the assimile status.
  5. e) Missionary school system of education undermined the French policy of assimilation since there was segregation in provision of mission education.
  6. f) Nationalism conflicted with the policy of assimilation.
  7. g) Assimilation was becoming too expensive to the French government especially because West African colonies were not self-supporting yet.
  8. h) The vastness of the French colonies made it difficult to supervise the implementation of the policy.
  9. i) Muslims resisted fiercely the French attempt to convert them to Christianity.
  10. j) Racial discrimination against the indigenous people also contributed to the failure of the system. This is because many Frenchmen never accepted assimilated Africans as their equals.
  11. k) The French citizens in the motherland opposed the policy as they feared being outnumbered in the chamber of deputies.

Ways in which Nationalism undermined the policy of Assimilation in French West Africa.

  1. a) It emphasized loyalty or devotion to one’s country and national independence or

separatism, which were against the policy of assimilation.

  1. b) Nationalists agitated for boycott of anything of French origin.
  2. c) The nationalists created awareness on the value of African culture and systems; this encouraged Africans to condemn assimilation.
  3. d) The nationalists created awareness on the importance of African unity which exposed the hypocrisy of assimilation

Consequences of assimilation in Senegal.

  1. a) The policy of assimilation undermined African cultures, as many Africans embraced the French culture. For instance, the French language became the official language in the colony.
  2. b) The authority of traditional African leaders was eroded and even many were replaced by the assimilated Africans.
  3. c) The colony was incorporated into the French republic and regarded as an overseas province of France.
  4. d) Africans from Senegal were allowed to participate in the political matters of France. Some Senegalese like Blaise Diagne were elected as deputies in the French parliament.
  5. e) The spread of Islam was greatly frustrated, especially in the four communes where Africanswere converted to Christianity.
  6. f) A great rift emerged between the assimilated Africans , who were regarded as French citizens and the rest of African communities , who were subjected to taxation and forced labour

 

 

 

The policy of association.

Under this system, the French colonial government was to respect the cultures of her colonial peoples and allow them to develop independently rather than force them to adopt French civilization and culture.Unlike the assimilated Africans, subjects retained their cultural practices e.g polygamy and Islam. The subject came under a system of law known as  indigenat where the subject could suffer arbitrary arrest or be forced to serve a longer period in the army than assimilated citizens

Why the French government replaced the policy of assimilation with that of association in 1945

  1. a) The French had realized that assimilation would lead to equality between them and the colonized people.
  2. b) Assimilation was too expensive especially because West African colonies were not selfsupporting yet.
  3. c) The method clashed with the commercial interests. The French businesspersons and their friends in the colonial administration saw Africans as source of cheap labour. They therefore disapproved the idea of uplifting them.
  4. d) The French had realized that not all the colonial people could be assimilated. Only the elite ones among them could. Association aimed at transforming the Native elites into Frenchmen while allowing the other masses to learn enough French for communication purposes.
  5. e) They had realized that there was need to allow the colonies to enjoy the freedom of developing according to existing traditional political and social structure. / respect for the culture of her colonies.

The similarities between the French and the British colonial administrations

  1. a) Both methods emphasized the superiority of the colonial master and his overlord ship in Africa. The Europeans were in charge and took all senior positions.
  2. b) The administrative systems applied in both were meant to assist the colonial masters in controlling their territories in Africa.
  3. c) Both systems led to massive economic exploitation of resources in Africa. E.g. minerals, labour, and market land etc.
  4. d) In both Africans reacted to the systems in a hostile manner.
  5. e) Both methods led to loss of independence and freedom for the African.
  6. f) In both, every power trained a local army to maintain law and order.
  7. g) In both, Africans were oppressed through taxation and forced labour.
  8. h) In both, the position of chief was created where there was none. I.e. in Kenya, Southern Nigeria, and Somali.

Main differences

  1. a) The British were keen to appoint traditional rulers as chiefs. The French on the other hand were not keen to appoint traditional rulers but simply handpicked individuals who met their qualifications (those who embraced French culture and civilization).
  2. b) The British gave the traditional rulers a lot of power, unlike the French – who undermined African chieftaincies.
  3. c) The British colonies were administered separately by a governor accountable to Britain, unlike the French colonies which were governed as federations equated to provinces of France.
  4. d) Most of the French administrators were military officers. The British used a mixture of amateurs and professionals.
  5. e) Whereas the British applied mainly the policy of indirect rule, the French applied the policy of assimilation and later, association.
  6. f) The French colonies elected their representatives to the Chamber of Deputies in France, while British colonies had legislative councils where policies were debated in the colonies.
  7. g) Laws applied in the French colonies were legislated in France while in British colonies laws were enacted by the respective legislative assemblies.
  8. h) In French colonies, assimilated Africans became French citizens with full rights, while the elite in the British colonies remained colonial subjects.
  9. i) Indirect rule preserved African cultures while assimilation undermined them.

SOCIAL AND ECONOMIC DEVELOPMENTS DURING THE COLONIAL PERIOD IN KENYA.

The Uganda Railway

The railway was built between 1896 and 1901 with George Whitehouse as the Engineer. Work was mainly done by 32,000 Indian coolies and 5,000 clerks and craftsmen. The locals could not provide skilled labour. It costed the British taxpayers about 6 million sterling pounds.

Reasons for the construction of the Uganda railway line.

  1. a) To promote trade with the outside world by encouraging the exploitation of available resources and enable the colony sustain itself
  2. b) To link Uganda with the Coast so that the British can achieve their strategic interests.
  3. c) To enable missionaries to go the interior to spread Christianity.
  4. d) To help stop slave trade since slaves would no longer be needed to ferry goods to and from the coast.
  5. e) To provide quick, safe and convenient means of transport for government administrators/troops
  6. f) Open up Kenya for economic development/to stop slave trade/promote legitimate trade
  7. g) To maintain law and order so that economic development could be achieved.
  8. h) To make Africans more productive and able to generate revenue in form of tax to the colonial government.
  9. i) To activate interior trade to enable transportation of imported goods to the interior of the colony.

The construction

The railway construction works commenced in Mombasa in 1896. By 1901, the railway had reached Kisumu (then Port Florence) passing through Nairobi in 1899.

Numerous feeder lines were later laid down as follows;

The Nairobi –Thika Branch(1914), Konza – Magadi (1915), Voi- Moshi(1918), Rongai- Solai (1925), Eldoret-Kitale(1926), Eldoret- Jinja (1927), Gilgil-Nyahururu(1929), Thika- Nanyuki(1930)and Kisumu – Butere(1930)

In 1948, the Kenya Uganda Railway had been linked with the Tanganyika network to become the East African Railways.

Problems experienced during the construction of the Uganda railway.

  1. a) There was insufficient labour since African labour force was not forthcoming. In the case of the Akamba and the Maasai, they were forcefully recruited.
  2. b) The climate of the interior was not suitable for the European labour force. The Europeans constantly fell ill, thus interfering with construction progress.
  3. c) The Arab rebellion under Mbaruk Rashid between 1895 –96 at the coast delayed the railway construction.
  4. d) There was an additional expense of constructing special jetties since Mombasa port was not large enough.
  5. e) The Man-eaters of Tsavo created danger and havoc to the construction works.
  6. f) The rift valley terrain was difficult. It was rugged with many hills and escarpments thus causing difficulties in construction.
  7. g) Hostility of some Kenyan communities to intruders e.g. the Nandi who vandalized the railway and telegraph lines.
  8. h) Insufficient building material since most of them came from Europe and their delivery often delayed,

The effects of railway construction.

  1. a) It led to development of European settler farming in order to make the railway pay for its construction.
  2. b) There was rampant land alienation. The colonial government alienated African land for railway construction forcing communities like the Maasai and Nandi to move into reserves.
  3. c) There was rise of wage labour for the railway and later for the settler farmers.
  4. d) It led to growth of urban centres along the railway line e.g. Nairobi.
  5. e) Railway construction promoted economic growth of the East African region. This is because farm produce and other commercial products could easily reach market.
  6. f) It led to rise of large Asian settlement since many Indians were employed as railway workers. This Asians boosted trade in east Africa.
  7. g) It led to development of other forms of infrastructure like the roads and telecommunication lines. This stimulated trade development.
  8. h) It led to transfer of the administrative capital from Mombasa in 1905 to Nairobi.
  9. i) When the railway reached Kisumu in 1902, it led to major changes to the ad ministrative boundaries within East African region. Initially, the western region up to Naivasha was part of Uganda.
  10. j) The railway became a major revenue source for the colonial authorities.
  11. k) It facilitated the establishment of colonial rule in Kenya since it was possible for rapid movement of troops.
  12. l) It facilitated the cultural and social interaction among the different races.
  13. m) The railway made rural-urban migration and the resultant enterprises such as hawking and charcoal –selling possible.
  14. n) Other forms of transport and communication developed and expanded along the ralwayline. For example: roads and telecommunications.
  15. o) Christian missionaries were able to move into the interior, where they established missionschools.

SETTLER FARMING AND COLONIAL LAND POLICIES

As a means of raising revenue to meet the cost of administering the Kenya colony and maintain the Uganda railway, the colonial government encouraged the influx of white settlers to the ‘white Highlands’.

The administration did this by;

  1. a) Providing efficient railway transport connecting the coast and the interior
  2. b) Alienating of the white highlands for European settlement.
  3. c) Advertising the availability of free land in foreign newspapers
  4. d) Giving loan incentives
  5. e) Providing security

The settlers however faced the initial challenges of crop and animal diseases, labour shortage, lack of inputs and African aggression.

Why the colonial government encouraged white settlement in Kenya.

The reasons why the colonial administration led by Sir Charles Eliot (1900- 1904) and later Sir Edward Northey encouraged settler farming in the white highlands were;

  1. a) They hoped that settler farming would meet the cost of administration and railway maintenance.
  2. b) The British industries were also in need of cheaper raw Materials in an increasingly competitive European Market. These raw materials would be cheaply produced by the settlers.
  3. c) The settlers would also help control the prevailing Asian immigration and influence in Kenya.
  4. d) The colonial government wanted to make Kenya a white man’s country by encouraging white settlers to form the backbone of the economy.
  5. e) Kenya Highlands had cool wet climate and fertile volcanic soils suitable for Europeansettlement and agriculture.
  6. f) There was need to get rid of social misfits in Europe and the landless who would be offered avenues in the Kenya colony.
  7. g) Existence of already willing entrepreneurs lake Lord Delamere and Captain Grogan who were ready to come to Kenya and engage in profitable agriculture.

Factors which promoted settler farming

  1. a) The land policies availed cheap African labour to settler farmers. The alienation of African land and Creation of African reserves forced Africans to work in the settler farms.
  2. b) Africans in Kenya were not allowed to grow some cash crops in order to enable Europeans continue getting cheap African labour for their farms.
  3. c) The government built and maintained various forms of transport. For example the railway, Bridges and roads which facilitated faster movement of produce and inputs.
  4. d) The government Reduced freight charges in the importation and exportation of agricultural inputs and products.
  5. e) The government encouraged formation of cooperatives to help in the processing and marketing of produce.
  6. f) The establishment of financial institutions such as Agricultural Finance Corporation and Banks provided the settlers with credit facilities.
  7. g) The government availed extension services for crops and animal farming through the establishment of the Department of Agriculture and research stations to improve the quality of crops and animals.
  8. h) Trade tariffs were also removed and settlers were granted concessions.

Problems experienced by settlers.

  1. a) Inadequate labour as Africans refused to work. Bush clearance and preparation of land for cultivation was therefore a problem.
  2. b) Constant raids by the local inhabitants such as the Nandi, Maasai and Agikuyu threatened their peace and security. Some communities even raided their dairy farms for cattle.
  3. c) Some of the settlers lacked faring experience. Some of the settlers had not engaged in farming before and therefore lacked basic agricultural knowledge.
  4. d) Inadequate capital often hindered procurement of farm inputs. Machinery, labour. Some settlers became bankrupt and could not meet the day to day operational costs on the farms.
  5. e) Lack of proper knowledge on farming seasons hence crop failure. The climate and soils in the colony were alien to the settlers.
  6. f) There was the problem of poor transport and communication as it had become difficult for the government to network all areas occupied by settlers with roads and communication lines.
  7. g) Inadequate and unreliable market for their produce. They mainly relied on foreign market which could not serve in the case of perishable commodities.
  8. h) Pests and diseases were prevalent in the white highlands. The settlers were assailed by various human, animal and crop disease.

Settler Crop cultivation

The main crops cultivated were coffee, wheat, tea and sisal.

1)  Coffee.

Coffee was first introduced by the Roman Catholic Fathers of St. Austin’s Mission near Nairobi in 1889. It required plenty of farm inputs in terms of chemicals and labour. Therefore was a preserve of wealthy European settlers.Coffee Planters Corporation was founded in 1908 by Lord Delamere’s Efforts, and led to the spread in the growing of coffee. By 1913, coffee had become the leading cash crop in Kenya grown mainly in Murang’a, Thika and Kiambu.Africans were unfortunately not allowed to grow coffee until 1937

Reasons why Africans in Kenya were not allowed to grow coffee before 1937

  1. a) Europeans wanted to continue getting cheap African labour for their farms. This could not be available if Africans were allowed to earn some money through growing of coffee.
  2. b) European settlers did not want to compete with Africans in coffee growing. They feared that it would limit market for their produce.
  3. c) The settlers claimed that Africans did not have knowledge of growing coffee. They claimed that African participation in cash crop growing would lead to low quality products.
  4. d) They feared that diseases would spread from African farms to settler plantations.
  5. e) European settlers claimed that African farmers would produce low quality coffee due to inadequate resources.

2)  Wheat.

It was introduced in Kenya in 1903 by Lord Delamere who experimented on his Njoro farm. It was however until 1912, when a more resistant variety was developed, that wheat growing took root in Kenya.In 1908, Lord Delamere set up Unga Ltd which boosted wheat farming in Kenya.  It was grown in the Nakuru and Uasin Gishu areas. Like coffee, wheat farming was the preserve of wealthy European settlers from Australia,

Canada, Britain and South Africa. Africans began to grow wheat only after independence.

3)  Sisal.

It was introduced in Kenya from Tanganyika in 1893 by Richard Hindorf, a german Doctor. Initially, it was cultivated around Thika in 1904. By 1920, it had become the second  –largest income-earning crop after coffee.The main sisal growing areas included Baringo, Koibatek, Ol Donyo Sabuk, Ruiru, Thika, Voi, Taita and Taveta.Africans began growing coffee in 1964 though its growth declined due to the completion it faced from synthetic fibre.

4)  Tea.

Tea was introduced in Kenya in 1903 around Limuru by Messrs Caine Brothers. It was until 1925 when tea began being grown successful with large tea estates being established by tea companies like Brooke Bond and Africa Highland from India.The main tea growing areas were Nandi, Kericho, Sotik, Nakuru, Murang’a and Kiambu.

Stock rearing.

Lord Delamere carried out many experiments in sheep and cattle rearing at his Equator Ranch in Njoro though the Maasai raids in his farm and cattle diseases frustrated his efforts.After cross-breeding exotic types with local stock, he came up with more resistant variety. The government also set up an experimental livestock farm in Naivasha.

In 1925, the Kenya Cooperative Creameries was established due to Delamere’s efforts. Later, the Uplands Bacon Factory was established near Limuru to promote pig rearing.

In 1930, the Kenya Farmers Association (KFA) was established Colonial land policies in Kenya.To empower the settlers to take up more arable land in Kenya, the Legislative council passed the following Land Acts or Ordinances;

1)  The Indian Acquisition Act (1896). it empowered the authorities to take over land for the railway, government construction and public utilities.

2)  The Land Regulations Act (1897). It allowed the government to offer a certificate of occupation and a lease of 99 years. This Act encouraged settlers to take up land left vacant by the Agikuyu due to drought and famine.

3)  The East African Land Order in Council (1901). It defined crown land as all public land which was not private. The government could take up any land at will, sell it or lease it for use by settlers.

4)  The Crown Land Ordinance (1902). It allowed the government to sell or lease crown land to Europeans at 2 rupees per 100 acres or rent at 15 rupees per 100 acres annually.

5)  The Maasai Agreement (1904). It led to creation of the Ngong and Laikipia reserves while the settlers took up Maasai land for livestock farming. For example Lord Delamere in Nakuru.

6)  The Elgin Pledge of 1906. The government through the British Secretary of State, Lord Elgin confirmed that the Highlands were reserved for settlers. This barred the Asian attempts to buy land in the highlands.

7)  The second Maasai Agreement of 1911. The Maasai were pushed out of the fertile Laikipia reserve to pave way for more European settlement and large scale farming.

8)  The Crown Land Ordinance (1915). This provided for land –registration scheme for settlers. It defined crown land as land occupied by and reserved for Africans who could be evicted any time. Farm sizes wee increased from 5,000 to 7,500 acres.

9)  The Kenya Annexation Order in Council (1920). It announced that Africans were tenants of the crown even in the reserves.

10)  The Land Commission (1924). It fixed boundaries of the reserves, which were later legalized in 1926.

11)  The Native Trust Ordinance (1930). It stated that African reserves belonged t the Africans permanently.

12)  The Carter Commission (1932). It fixed the boundaries of the white highlands, leading to population pressure in the African reserves. All Africans were removed from the highlands into the reserves.

13)  The Kenya Highlands Order in Council (1939). It fixed boundaries of the white highlands and reserved them permanently and exclusively for Europeans.

Effects of the colonial land policies

  1. a) The displaced Africans were confined to native reserves thus leading to congestion/overuse of land. By 1914, settlers like Lord Delamere and Captain Crogan owned 100,000 and 220,000 acres of land, respectively, at the expense of African congestion in the reserves.
  2. b) Africans who lost their land became poor. Many Africans became squatters and lived in misery and hopelessness.
  3. c) The situation in the reserves and the landlessness forced to supply labour in settler farms for wages in order to pay taxes.
  4. d) The displaced Africans moved to towns looking for employment. Their movement to towns led to growth of urban centres.
  5. e) The traditional socio-economic set-up of the Africans was disrupted. Communities could no longer migrate in search of better lands and pasture. Family roles changed as women increasingly took over headship of families while men sought for paid employment.
  6. f) The large European farms suffered acute shortage of labour as many Africans were unwilling to work on them.
  7. g) It led to the introduction of the Kipande System enforced by the Native Registration Ordinances of 1915 and 1920, to prevent the African labourers from deserting their duties on European farms.
  8. h) Taxes were imposed on Africans and were to be paid only in monetary form. This was meant to compel Africans seek for wage employment.
  9. i) The reserving of the highlands for the whites only denied Indians access to agricultural land, compelling them to resort to businesses and residences in urban areas.
  10. j) Loss of land led to bitterness and made Africans later to form political organizations to demand for their land/spread of nation

THE DEVONSHIRE WHITE PAPER.

The Mandate of the League of Nations compelled Britain, just like any other colonial authority to institute reforms that would involve addressing African grievances. Governor Edward Northey who had given many concessions to the settlers was recalled to Britain in 1922.

Other reforms that were instituted were;

  1. a) Abandonment of Racial segregation policy in Kenya except in the highlands.
  2. b) Allowing Asians to elect four members to the Legco, which was initially settlerdominated. This however was not done until 1933.In March 1923, settlers in a form of protest to these reforms sent a delegation to London to try to settle scores with the Secretary for Colonies, the Duke of Devonshire. The fundamental set of principles that were issued in this meeting are what came to be known as the Devonshire White Paper.

Factors that led to the issuing of the Devonshire white paper.

  1. a) The influence of “The Dual Mandate”. This was a book of the League of Nations that had regulations concerning colonial mandates. Britain was committed to the principle of trusteeship whereby she was interested on its African population than European settlement
  2. b) The rise of race conflicts i.e. Africans versus European dominion and European versus Asian conflicts. The Indians were opposed to the privileged position of European settlers.
  3. c) The banning of racial segregation .The decision by the colonial government to ban racial segregation apart from the white highlands only, disappointed the settlers who wanted the ban lifted hence they sent a delegation to London to see the colonial secretary.
  4. d) The African general resentment. Their resentment was on land alienation, forced labour, taxation system, kipande system, low wages and no political representation.

Terms of the Devonshire White Paper

  1. a) White highlands were reserved for European settlement only
  2. b) Indians would be allowed to elect five members to LEGCO not on a common roll, but on a communal roll.
  3. c) Racial segregation was abolished in all residential areas.
  4. d) Restriction on Indian immigration was lifted
  5. e) A nominated missionary was to represent African interests in the LEGCO.
  6. f) The European Settlers’ demand for self government in Kenya was rejected.
  7. g) African interests were declared paramount before those of immigrant races if there was a conflict.
  8. h) The settlers were to maintain their representation in the LEGCO.
  9. i) The Colonial Secretary was given mandate to exercise strict control over the affairs of the colony.

Implications of the Devonshire white paper.

The issuance of the paper left the Settlers, Asians and Africans more dissatisfied than ever before as follows;

On the part of the settlers;

  1. a) The Indian call for equality, to them, was unrealistic since they could not stomach the mixing of Oriental and Western cultures in Kenya.
  2. b) Since European culture was superior, they felt that racial segregation was justified in all spheres.
  3. c) To the settlers, instead of giving in the Indians’ grievances, they would rather give in to African demands since they had moral rights to protect African interests.
  4. d) To them, the white highlands were primarily theirs and they had a legal claim over them.

On the Asian part;

  1. a) They wanted equality of all races instead of settler dominance in Kenya especially pertaining to settlement in the white highlands.
  2. b) They opposed policies on residential segregation and restriction on their immigration.

The government was inviting more settlers to check Indian immigration into Kenya by this time.

  1. c) They wanted direct and adequate representation in the Legco based on a common roll free election (not communal roll).
  2. d) They objected separate taxation for Europeans and Indians and segregated education.

The Devonshire White paper was therefore viewed as the product of the struggle between the Asians and the Europeans. The paper made the Asians join their African comrades in the struggle for freedom, especially in the trade Union Movement.Settler dominance In Kenyan affairs continued upto 1963 despite recommendations done in the white paper.

Results of the Devonshire white paper

  1. a) The Devonshire white paper saved Kenya from becoming another Rhodesia or South Africa.The European demand for self-government was rejected.
  2. b) In theory, settler’s dominance was weakened but in practice, the white paper upheld the dominance of the settlers more than that of the Africans e.g. segregation in residential areas in towns continued, they dominated the economy because they retained the white highlands.
  3. c) The paper did not satisfy the Asians since they did not gain access to the white highlands.
  4. d) Although many Asians came to Kenya, the Asians did not achieve equality with Europeans through a Common Roll. The Indian congress refused to cooperate with the government; they declined to hold elections for the Legislative Council seats offered to them. No Asian seats, five in all were occupied until 1933.
  5. e) Africans were to be represented by a nominated missionary, John Arthur, instead of representation by an African. For the first time, Africans were represented in the Legco.
  6. f) The Devonshire White Paper Benefited the Africans by declaring/recognizing Kenya as an African country where African interests should be paramount
  7. g) It failed to resolve African land and labour grievances.
  8. h) It sensitized the Africans on their plight leading to formation of politi cal parties.

URBANIZATION

Towns that were already in existence before the advent of colonialism include Mombasa, Lamu and Malindi. Many other towns in the interior grew during the colonial period.

Factors which led to the establishment of urban centres in Kenya during the colonial period

  1. a) Development of transport network. Construction of roads and the Uganda railway led to growth of some towns as transport terminus or along the transport lines e.g. Nairobi, Voi, Nakuru and Kisumu.
  2. b) Growth of trade in the interior of Kenya. Most towns began as trading centres for Indian commercial entrepreneurs. E.g Machakos, Nakuru, Kisumu, Nairobi and Voi.
  3. c) Development of administrative posts. The colonial government established administrative posts in various parts of the country. These posts later grew into urban centres. E.g Fort Hall, Embu, Kapsabet, Meru and Garissa.
  4. d) Rural-urban migration. The movement to urban areas by African labourers from various parts of the country led to further growth of urban centres.
  5. e) Development of agriculture. Settler farming led to growth of towns like Eldoret which began as agricultural collection centres
  6. f) Development of Agro-based industries like flour mills, meat-processing plants and sawmills which attracted labourers from all parts of the country to be transformed into urban centres.
  7. g) Development of mining activities. This stimulated development of industries in the mining areas leading to urban growth. E.g. Kakamega, Athi River and Magadi.

Why Africans moved to urban areas in colonial Kenya.

  1. a) The Urban centres had recreational facilities and social amenities which attracted the Africans, fed up with hardship conditions in the reserves.
  2. b) The Africans expected Job opportunities with better wages in the towns where there were industries as compared to the rural areas.
  3. c) Some Africans were escaping from forced labour and taxation.
  4. d) The African entrepreneurs wanted to take advantage of the wider markets in the towns to escape poverty in the crowded reserves.

Ways through which the colonial government controlled Africans migration to urban centers.

  1. a) Taking headcount of those who were supposed to live in urban centres
  2. b) Enacting strict rules about migration into urban centre
  3. c) Creation of African reserves
  4. d) Ensuring that only those who had specific activities to undertake in the urban centres lived there
  5. e) Introduction of kipande system.

Positive effects of urbanization during the colonial period.

  1. a) It promoted interaction between people of diverse ethnic and racial backgrounds, who exchanged ideas and experiences. The centres became seedbeds of political activities that eventually culminated into the struggle for independence.
  2. b) Urbanization promoted national integration and instilled a sense of nationhood among Kenyans as it watered down the differences and prejudices between communities.
  3. c) The welfare associations formed by Africans in urban areas, like the Bara Association in Mombasa for all hinterland people, united them for a common cause by lessening ethnic hostilities.
  4. d) Through sporting and cultural activities that took place in towns, relationships between different ethnic groups and races were cemented.
  5. e) Many Africans benefitted from the numerous employment opportunities as shoe shiners and repairers, charcoal sellers, hawking in industries and in European homes.
  6. f) Due to the Abundance of labour and raw materials, industries in urban areas expanded further.

Negative effects of urbanization during the colonial period in Kenya

  1. a) There were inadequate housing facilities to meet the demands of the people. This led to overcrowding especially in slums/shanties led to the outbreak of diseases. Lack of planning of housing led to poor drainage and sanitation facilities.
  2. b) Africans in urban areas were subjected to racial discrimination. The social services provided to the Africans were inadequate and of poor quality. Even houses in towns were occupied according to the various racial groups, with Europeans enjoying the best facilities.
  3. c) Increased population in urban centres led to serious water shortages.
  4. d) Establishment of industries in urban centres led to pollution of the environment, whichaffected the health of the inhabitants.
  5. e) There was rampant unemployment as urban centres could not cope with the large influx of labourers and increased competition for the available jobs
  6. f) Many unemployed people in urban areas got involved in social vices / crimes such as drug abuse, alcoholism and promiscuity, due to desperation and poverty.
  7. g) Africans working in urban centres received low wages with employers taking advantage of the high supply of labour, which affected their standards of living.
  8. h) The mass rural-urban migration brought about intensification of migration regulations to control the numbers of African migrants. The Kipande system became stricter.
  9. i) Economic activities in the rural areas were disrupted by the absence of men who had moved to urban areas. Women took up men’s roles.

EDUCATION AND HEALTH

Education.

Formal education in colonial Kenya was provided by four groups;

~  The Christian Missionaries.

~  The Colonial government through local councils.

~  The Africans themselves.

~  Community organizations(Asians)

Major milestones in the development of education in Kenya during the colonial period.

Initially, the provision of education was the preserve of the missionaries. For example, the Church Missionary Society (CMS) pioneered by setting up a school at Rabai in 1844 and another in Mombasa in 1873.

Features of Missionary education

  1. a) It was elementary. The subjects taught included religion, writing, reading, reading, hygiene and arithmetic.
  2. b) It was industrial and technical in approach, aiming at training Africans to be carpenters, masons, agricultural assistants and shoe repairers.
  3. c) It was denominational and aimed at inculcating doctrines of a particular church in the learners.

Objectives of Missionary education.

  1. a) To impart in the Africans Agricultural Skills in order to promote settler farming.
  2. b) To give the Africans basic technical skills to improve their industrial knowledge.
  3. c) To train some Africans as Catechists to enhance the spread of Christianity.
  4. d) To offer Africans basic literacy and numeracy to read the bible and do simple arithmetic.Education development in Kenya in the period between 1904 and 1963 was facilitated by the following factors;

1)  The WWI ex-soldiers experiences which convinced them of the advantage of higher education.

2)  Increase in African nationalism that demanded for better education for Africans.

3)  The need to produce better and more skilled manpower for the future independent Kenya.

4)  Primary education had produced qualified children who needed higher education.

In 1911, the colonial government agreed to share the burden of providing education to Africans with the missionaries. In 1913, the first Government African School was started at Machakos. It became a centre for Technical and Teacher training.

In 1918, the education commission made the following far-reaching recommendations to the government in line with the Fraser Commission report of 1908 which had recommended a racially –segregated system of education;

  1. a) Provision of technical education to Africans.
  2. b) Maintenance of racially segregated Schools.
  3. c) More cooperation between the colonial government and the missionaries.
  4. d) Appeals for grants-in-aid for mission schools.

In 1924, a commission came to Kenya (the Phelps –Stokes Commission) to look into the education situation. It recommended that Africans should receive Practical AgriculturalOriented Education suitable for rural areas. Other recommendations included;

  1. a) That there should be a uniform system of education in all government and missionary schools.
  2. b) That sufficient training for teachers and related personnel should be enhanced by establishing colleges.
  3. c) That schools should be built in the rural areas. This was done through the education ordinance of 1924.

Due to its recommendations, the Native Industrial Training Centre was built at Kabete in 1924 and Jeanes School, Kabete (1925) for offering technical and industrial education. Other schools were started later at Kapsabet, Kajiado, Tambach, Kitui, Kwale, Kabianga and Kapenguria.The 1924 Education Ordinance created an advisory committee on African education. The representation to the committee was missionaries, colonial officials and settlers. The same year, more schools were built with the assistance of the newly formed Local Native Councils. In 1931, another Education Ordinance helped in the establishment of Kakamega GAS In 1932, Kisii GAS in 1934, and Kabianga. Finance for African education was to come from the colonial government.From 1925, the missionaries began providing advanced level education to Africans. Initially secondary education was the preserve of the Europeans. In 1926, the Alliance of protestant missionaries set up Alliance High School. Catholics established Kabaa in 1927 and Mang’u School in Thika in 1930 for Africans. In 1938 and 1939, Maseno and St. Mary’s Yala were started as secondary schools.

Achievements of missionaries in provision of education.

  1. a) They designed a curriculum with emphasis on agriculture, tailoring, masonry and carpentry.
  2. b) They established the first secondary schools for Africans such as Alliance (1926), Kabaa (1927), Maseno (1938 and Yala (1939).
  3. c) They trained African teachers to man the ‘Bush Schools’ (schools found in remote areas consisting of mud huts with grass-thatched roofs) and teach in independent schools.
  4. d) They offered the necessary financial and material support to make these schools

operational.

Secondary schools for whites included Prince of Wales (Nairobi School), and Duke of York

(Lenana School) for European boys, Kenya Girls High School (Kenya High) and Limuru Girls for European Girls.Schools for Indians include the Asian Railway School (1904) and other schools developed by the government in Mombasa and Nairobi. Also community-based schools like Allidina Visram and the Arya Samaj Foundation.Hospital School became the first multi-racial school in 1953.In 1934, a District Education Board was created to plan education in districts, establish primaryschools and manage the schools.In 1949, the Beecher Committee was instituted to look into African education

From 1961, Asian and African pupils begun to join European schools.Provision of elementary education by Africans was pioneered by John Owalo of the Nomiya Luo Mission in 1910.

 

University Education.

Africans in Kenya got opportunity for university education at Makerere which was established in 1922 initially as a technical college and became an affiliate of the University of London on 1949. In 1954, the Royal Technical College, Nairobi began to offer higher education and became an affiliate of the university of London in 1959 to offer the first degree courses in 1961 when it became known as the royal college.

Community based education

This was done mainly by Asian families of Ismaili and Arya Samaj for the Indian traders in urban areas. Allidina Visram, A wealthy man, also established centres of higher education.

African Role in educational provision

Africans began their own schools for the following reasons;

  1. a) They wanted to protect certain cultural practices like feral circumcision and polygamy.
  2. b) They wanted to access higher education, since the government and missionaries were only offering them technical and industrial education, so that to be able to compete for the white-collar jobs with other races.
  3. c) They would also use the schools as a forum to air their grievances and to create political awareness in their community.

The Nomiya Luo Mission built several schools in Nyanza between 1908 and 1910. Other schools were built in Gem-Luanda region between 1913 and 1918 and in central Kenya in 1923 in Kiambu. In 1934, the Kikuyu Independent Schools Association (KISA) and the Kikuyu Karinga Education Association founded more schools. In 1938, Githunguri Teacher Training College had been established under Mbiyu Koinange.

Health.

Developments in provision of health services in colonial Kenya

Initially, just like in the case of education, the Christian missionaries were concerned with provision of health services in colonial Kenya.  The colonial government was majorly concerned with eradication of plague, malaria and sleeping disease which the Pioneer European settlers suffered from. Preventive medicine was later introduced to help stop various infections of killer diseases.The Church of Scotland Mission and the Church Missionary Society soon opened medical facilities in Kikuyu (1902), Kaimosi (1903), Kaloleni (1904) and Maseno (1905). Dr, Arthur, a missionary and pioneer doctor, put up the Thogoto Mission Hospital in 1907 and the facility exists prominently upto today as the Kikuyu Eye Unit Hospital and Kikuyu Rehabilitation Centre.

Objectives of the Health centres.

  1. a) To eradicate diseases such as smallpox, malaria and sleeping sickness.
  2. b) To train medical personnel to handle western medicine.
  3. c) To improve health and hygiene for Africans and Asians in towns where they lived in

overcrowded areas lacking in sanitary facilities.

Africans began being trained in the provision of emergence health services during the first war. (The East African Medical Corps was formed). Between 1919 –1922, missionaries began to train Africans as Medical Dressers and Dispensers.

After the opening of the Alliance medical college in 1920 and the establishment of a Medical training centre under the Nurses and Midwives Ordinance many African school leavers trained as laboratory and pharmacy assistants.A Public Health Ordinance was passed in 1921 giving the Medical Department powers to institute measures for the control of malaria and prevent communicable diseases. As a follow up to the 1921 Ordinance, new health units were established in the four different African reserves.

The Rural Dispensary System was established to supplement the missionary efforts in provision of health care. Health centres were built in rural areas as part of the colonial government efforts to improve health facilities.After 1945, the Development and Research Authority (DARA) gave 47,000 sterling pounds for health care and improvement of health services. In 1949, the Bureau of Medical Research was set up as an agency of the East African High Commission.In 1950 King George IV hospital (today the Kenyatta National Hospital) was started as a hospital for Africans and in 1951, it started training female nurses.By 1962, there were over 100 rural health centres in the country.

Role of Africans in Health Provision

Africans were more pre-occupied with superstitions and over-reliance on traditional medicine which negated their participation in provision healthcare..The traditional medicinemen were dismissed by missionaries despite their wealthy knowledge on herbal Medicine. Today, many people rely on traditional herbalists to compliment healthcare provision.

POLITICAL DEVELOPMENTS AND STRUGGLE FOR INDEPENDENCE IN KENYA (1919-1963)

Early Political Organizations In Kenya Upto 1939

African participation in the First World War contributed to rapid political developments in Kenya in the following ways;

  1. a) When many African from different communities and countries met, they realized that they shared numerous interests and problems which necessitated political unity.
  2. b) The Africans’ disapproval of the Whiteman’s immortality during the war, as he could also get wounded, die and suffer like them. This motivated them to strive for equal rights when they came back.
  3. c) The introduction of many unfair measures after the war made their lives difficult. For example, governor Northey introduced the Soldier settlement scheme in 1919 to settle British ex-soldiers while African ex-soldiers got a raw deal.

Other factors for the rise of early political organizations included;

  1. a) The introduction of the Kipande system in 1920 which was used to force Africans to provide labour for the European settlers.
  2. b) The replacement of the Indian Rupee with the shilling in 1921 meant that those in possession of the rupee had valueless money at a short notice.
  3. c) The reduction of African wages and the increase in hut tax and poll tax in 1920 from 10 to 16 shillings.
  4. d) The change of status of Kenya from a protectorate to a colony in 1920 which d awned on the Africans that the Whiteman was here to stay unless this move was fought.

Kikuyu Association

This was the first political organization in Kenya. It was founded in 1920 by Loyalist Kikuyu chiefs, concerned about the continued grabbing of African land for European settlement.They also complained about the planned reduction of African wages after the replacement of the rupee with the shilling, the kipande system which they equated to slavery.The patron was Paramount Chief Kinyanjui wa Gathirimu and Chief Koinange wa Mbiyu was the president. The secretary was I.M.Ishmael. Other members were Josiah Njonjo, Philip Karanja, Mathew Njoroge and Waweru wa Mahui. The Association, being made of loyalist chiefs, was never aggressive in its demands. The members therefore failed to get any meaningful concessions from the government.Later, Harry Thuku and Abdalla Tairara joined the association together with other Christian converts who were labourers, colonial house servants and clerks in Nairobi and central Kenya.When Thuku tried to introduce radicalism in the Association, he was forced to decamp on 7th June 1921 and founded the Young Kikuyu Association.

The East African Association.

It began off as Young Kikuyu Association (YKA) in 1921 having been inspired by the Young Buganda Association in Uganda. Its founders included Harry Thuku, Abdalla Tairara,  Mwalimu Hamisi and Muhamed Sheikh.Harry Thuku, the leading founder of this association was a mission educated elite who was working as a telephone operator in Nairobi. He became dissatisfied with the nonaggressiveness of the Kikuyu Association which was dominated by loyalist chiefs, in pressing the colonial government for Africans’ demands.YKA being very aggressive demanded;

~  The return of African land.

~  Better working conditions for Africans.

~  Reduction of taxes.

~  Withdrawal of Kipande system which had been introduced in 1920.

~  Increase in wages.

YKA incorporated other ethnic community members thus necessitating it to change the name to the East African Association in July 1921. The officials included Harry Thuku (Chairman) George Samuel Okoth, Abdalla Tairara, Kibwana Kambo, Jesse Kang’ethe, Z. K. Sentongo from Uganda, Maitei ole Mootian, Molanket ole Sempele from Tanzania, James Mwanthi and Muhamed Sheikh. EAA became a very popular association in the 1920s attracting huge crowd in its meetings.

 

Grievances of the East African Association

~ They were demanding for the removal of the status of Kenya as a colonial territory.

~ They were demanding for a common roll for all in the legislative council elections.

~  They wanted the return of the alienated land, back to African owners.

~  They were opposed to forced labour.

~  They wanted more educational facilities and opportunities for Africans.

~  They were demanding that all labour in urban areas be paid fair wages.

~  They wanted the compulsory selling of cattle be stopped.

~  Removal of Kipande System.

~  Protested European domination of government.

~  Wanted hut tax that was exclusively paid by Africans abolished.

Due to the radical approach that was adopted by Harry Thuku, the colonial Governor had him arrested on 15th March 1922 and detained at the Kingsway Police Station (now Nairobi Central Police Station). On 16th March 1922, a Kikuyu Woman, Muthoni Nyanjiru, challenged the African men to violence demanding the release of Thuku. More than 21 people including Muthoni Nyanjiru, were killed when the police opened fire on the over 1000 people who were surging forward.Harry Thuku was deported to Kisimayu. His colleagues Waiganjo and Mugekenji were banished to Lamu as EAA was banned.

Consequences of Harry Thuku’s arrest

  1. a) The political parties that succeeded the EAA continued using even more radical approach when they realized that the colonial government was determined to continue using ‘Iron Rule’ in Kenya.
  2. b) Governor Edward Northey was recalled to London by the then Colonial Secretary, Sir Winston Churchill due to the way he mishandled the Thuku affair.
  3. c) The colonial government did not allow formation of any other countrywide political Associations among Africans until 1945.
  4. d) Thuku became the undisputed flag-bearer of Kenyan Nationalism prior to formation of later political parties.

The kikuyu central association.

When EAA was banned, its former officials Joseph Kang’ethe and Jesse Kariuki founded the Kikuyu central Association. It was formed in 1924 at Kahuhia, Fort Hall with Kang’ethe becoming the president and Henry Gichuru, secretary. Job Muchuchu (Treasurer), James Beauttah (secretary-general) and Jesse Kariuki (vice-president). All these were extremist politicians whose activities were closely monitored by the government.

Grievances of the Kikuyu Central Association.

~  They were demanding for the removal of the 1915 Crown Land Ordinance that made

Africans mere tenants and not real owners of their land.

~  They were demanding for African representation in the Legislative Council.

~  They were opposed to forced labour.

~  They wanted free primary education as opposed to the colonial education system.

~  Establishment of a secondary school, training facility for hospital workers and a school for girls.

~  Removal of kipande system.

~  They demanded that all colonial laws be translated into Gikuyu Language so that all members of the community could understand them.

~  They demanded for the appointment of a well-educated Paramount Chief elected by the majority of the Agikuyu.

~  Wanted hut tax abolished and other taxes reduced

~  They advocated for the growing of coffee and other cash crops by Africans.

~  To work towards the restoration of alienated African land.

~  To pressurize the colonial government to abolish racial segregation.

~  Respect of African culture & customs e.g. Circumcision/polygamy

~  Agitating release of political prisoners e.g. Harry Thuku.

By 1925, KCA had attracted membership from all large urban centres in Kenya and the Kikuyu squatters in the Rift Valley. They presented their demands to Governor Grigg when he visited Fort Hall in 1925.In 1927, KCA relocated its headquarters from Murang’a to Nairobi in order to link up with other Kenyan elites. In 1928, Jomo Kenyatta became its Secretary- General, taking over from James Beauttah who had been transferred from Nairobi in an act of sabotage by the government. Kenyatta started the Association newspaper, Muigwithania which was instrumental in reviving the cultural values of the Agikuyu.When the Hilton Young Commission was formed in 1927 to look into the question of the federation of Kenya, Uganda and Tanganyika, KCA through Jomo Kenyatta presented the following demands to it;

~  Introduction of free primary education for Africans.

~  Provision of secondary and higher education for Africans.

~  Abolition of kipande system

~  Appointment of Africans to LEGCO

~  Release of Harry Thuku

~  Giving of Title Deeds to Africans as a guarantee against any further land alienation.

~  Rejection of the proposed East Africa Federation

KCA championed female circumcision arguing that it was a beautiful cultural practice which eradicated prostitution in the community. When the Church of Scotland Mission, African inland Mission and CMS expelled all sympathizers with the practice from their missions, KCA responded by leading the pack in the beginning of independent schools and churches.KCA sent Jomo Kenyatta, accompanied by Parmenas Mukiri, to present Agikuyu grievances in 1929 to the colonial office in London. It also helped kikuyu elders in preparing evidence to the Kenya Land Commission in 1931.Rivalry for power within the KCA between 1931 and 1938 nearly rocked the association.The Association was banned in 1940 alongside others.

Kavirondo Tax Payers and Welfare Association

It started as Young Kavirondo Association (YKA) in December 1921 at a Baraza held in Ludha, central Nyanza, by mission educated Luo and Luhyia men. The meeting was meant to discuss issues affecting African communities.The official of the Association were Jonathan Okwiri (chairman), Simon Nyende (Treasurer), Benjamin Owuor (secretary), Rueben Omulo, Ezekiel Apindi, George Samuel Okoth, Mathayo Otieno, Joel Omino and Jolmeo Okaka. The demands of the YKA included;

~  They were demanding for addressing of the problem of change of the status of Kenya from a protectorate to colonial territory.

~  Demanded for a government school to be built in central Nyanza.

~  Demanded for a self- government for nyanza province with a separate legislative council and an elected African president.

~  They were opposed to forced labour and labour camps.

~  An end to land alienation.

~  Creation of the position of paramount chief for central and southern Nyanza, just like Mumias was for northern Nyanza.

~  Removal of Kipande System.

~  Demanded to be given title deeds for their land.

~  Wanted hut tax removed.

~  The advocated for better wages.

The members presented their demands to the Nyanza PC in May 1922 and met governor Northey in Kisumu in July 1922 at Nyahera in Kisumu. The governor agreed to authorize the closing down of labour camps and reduce taxation. However, the revocation of the Crown Colony Status was out of question.In 1923, however, government, alarmed by the mobilization level of YKA in Nyanza, compromised its leadership and Jonathan Okwiri handed over chairmanship to Archdeacon Owen fearing the banning of the association the way EAA had been.Under Owen YKA changed its name to KTWA with its emphasis shifting from political grievances to social grievances focusing on killing rats, digging latrines and keeping compounds clean. It also adopted the use of written memoranda in expressing their grievances. All Nyanza chiefs became Vice-presidents of the association under its new constitution.In 1931, the association split up into Luo and Luyia Factions due to disagreements. The Abaluhyia faction formed the North Kavirondo Central Association that had close links with the KCA. It was formed with the objective of stopping any further land alienation for European use without compensation, especially after the 1930s Kakamega Gold rush.By 1944, many of the top leaders of the KTWA had been co-opted into the colonial administration with Okwiri becoming a chief. Benjamin Owuor, Nyende and Okwiri were made members of the LNC in central Nyanza. KWTA was therefore weakened and became extinct in 1944.

 

 

Ukamba Members Association

UMA was formed in 1938 by Samuel Muindi Mbingu (Chairman), Elijah Kavula (Vice-chairman), Isaac Mwalozi (secretary) and Simon Kioko (treasurer) as an association of the Akamba of the eastern part of Kenya.The leaders who founded this association were closely associated with East African Association of Harry Thuku. For example, James Mwanthi, Ali Kilonzi and Muhamed Sheikh.

Reasons for the formation of Ukamba Members Association

  1. a) The Akamba wanted to fight against land alienation for European ranchers causing shortage of land for grazing.
  2. b) To oppose the colonial policy of de-stocking who argued that overstocking was responsible for soil erosion in Kitui and Machakos regions. In 1936, the Liebigs Group established a meat processing plant to effect the de-stocking policy.
  3. c) To oppose heavy taxation.
  4. d) To represent the Akamba people’s interests.
  5. e) To fight for the Akamba rights and freedoms

They wrote memorandum to the colonial government with the assistance of Asian lawyers. It mobilized people to fight for their rights through meetings and signing of petitions. They got support from KCA and the Asian representative to the Legco, Isher Das.The association used Muigwithania journal of KCA to advance their cause.

On 28th July 1938, UMA members including women and children demonstrated and marched to Nairobi with their cattle to seek audience with the governor over destocking and grazing policies. They staged a sit in Nairobi for 6 weeks led by Muindi Mbingu until the governor conceded to their demands at a meeting in Machakos. However, their leader, Muindi Mbingu was arrested in September 1938 and deported to Lamu until 1946.

The Association was banned at the beginning of World War II.

Problems that faced UMA in its operations

  1. a) The colonial government had a negative attitude towards the activities of the association. This discouraged open participation.
  2. b) Arrest of their leader Muindi Mbingu and his deportation to Lamu demoralized the movement.
  3. c) The Association alongside others was banned, with the World War II looming.

Coast Africa Association

The Association was formed in 1943 with Noah Mwana Sele as president, Muhamed bin Mwichande as vice president, E.W. Timothy as secretary General and H.G.Banks as honorary treasurer. Other officials were Muhamed bin Omar, Enoch Benjamin and H. Harrison.

 

Demands of Coast Africa Association.

  1. a) The demanded for improved education and the general welfare of Africans in the coastal region
  2. b) The elevation of Shimo la Tewa to a high school.
  3. c) The establishment of evening classes in the region so as to give African adults a chance to pursue basic western education.
  4. d) to protest inadequate healthcare services for the Africans.
  5. e) They were demanding for appointment of Africans as administrators.
  6. f) They demanded that tax collected from African drinks be used to develop African rural areas.
  7. g) They demanded for the revocation of allocation of Mijikenda land to Asians and Arabs.
  8. h) They demanded for African representation of Coast region in the LEGCO in 1947.

Unlike other Associations CAA did not present their grievances in political meetings bur instead used written memoranda and also their newspaper, the Coast African Express whose editor wads Elkana Young. This explains why the association existed while others had been banned.

In 1955 however, the association began to disintegrate due to the following reasons;

  1. a) The departure of their leaders Francis Khamisi and Ronald Ngala who joined the Mombasa African democratic union and the LEGCO.
  2. b) Leadership wrangles based on ethnic consideration.
  3. c) Shortage of funds to run the activities of the association.

It succeeded in achieving elevation of Shimo la Tewa school into a high school and a Legco position for the Mijikenda.

Taita hills Association

It was formed on 22nd June 1939, being modeled on the KCA and UMA styles.

Its objectives were;

~  To achieve equal political status with whites and Asians.

~  To help the Taita community to advance.

~  To protest the destocking policy. Most of the fertile land of the community had been occupied by European settlers who were growing coffee on it.

~  Oppose the plan to relocate the Wada Wida people from Taita hills to Samburu to create room for settlers.

~  They were opposed to the kipande system and forced labour. The Europeans forced the Wataita to work on coffee plantations and ferry the coffee over long distances for low wages.The pioneer founder of the Association was Daniel Mapinga, a young catechist, who began mobilizing the Wataita against oppressive measures used by the colonial government. Unfortunately he died in 1837.In 1939, Woresho Kolandi Mengo, Jimmy Mwambichi and Paul Chumbo took over his course and established THA with the help of KCA leadership.

Achievements

  1. a) The association succeeded in stopping the government’s plan to relocate the Wada Wida people from Taita hills to Samburu to create room for settlers.
  2. b) The colonial government stopped the de-stocking plan among the Wataita.
  3. c) The government revised the Taita reserve boundaries and reduced the land initially carved for European settlers.

Problems experienced

  1. a) It failed to attract prominent personalities I Tata.
  2. b) It lacked support of all the African groups in the region. For example the Wataveta and Wagisiga were reluctant to join THA.
  3. c) The association was banned alongside others in May 1940.
  4. d) Their leader Mwambichi was deported after being arrested.

Problems faced by early political organizations.

  1. a) Their members were subjected to harassment by the colonial government, especially arresting and dispersing demonstrators.
  2. b) The organizations were demoralized through the deportation of the leaders like Thuku (EAA). Muindi Mbingu (UMA) and Mwambichi (THA).
  3. c) The associations experienced political wrangles between members as witnessed in KCA between 1931 1nd 1839 and CAA upon departure of its tow key leaders.
  4. d) Many of the leaders of the organizations had little experience in running political parties and therefore mismanaged their offices.
  5. e) The organizations were faced with financial inadequacy. Many Africans were

experiencing financial problems due to land alienation, taxation and poor working

conditions and therefore could not adequately contribute to the associations.

  1. f) There was a lot of disunity since most organizations were ethnic-based

Features of the political associations formed in Kenya before 1939

  1. a) They lacked a national outlook since they were ethnic (tribal based/oriented/urban based).

Most of them were confined to one or two ethnic communities except EAA.

  1. b) Most of them received material and moral support from the Asians
  2. c) Mission-Educated African young men led them. For example, Harry Thuku, Okwiri and Mwambichi.
  3. d) They were formed in response to socio-economic and land problems of various ethnic groups.
  4. e) They all agitated for an end to European exploitation and oppression rather than demand for political independence.
  5. f) Most of them did not attract large membership due to their ethnic tendency.
  6. g) They were non-militant and tended to be moderate and their demanded.
  7. h) They were characterized by squabbles over leadership.

Achievements of early political parties.

  1. a) They provided political education to the African communities through their political rallies.
  2. b) They communicated the communities’ feelings to the colonial government through publications, memoranda or speeches.
  3. c) They defended the African cultures against further erosion by the European missionaries. For example KCA defended female circumcision among agikuyu.
  4. d) They re-awakened the masses by making them conscious of the political situation in the country.
  5. d) Some succeeded in to stop further land alienation by restraining the Europeans from displacing the Africans to the reserves. For example THA succeeded in stopping the government’s plan to relocate the Wada Wida people from Taita hills to Samburu to create room for settlers.
  6. e) The played the role of trade Unionism by fighting for the welfare of the workers in the absence of formal trade unions.
  7. f) They publicized Africans’ grievances to the international community. For Example, the role played by Jomo Kenyatta on behalf of KCA.
  8. g) They pioneered in the growth of nationalism by forging inter-community relations in the struggle for independence.

EMERGENCE OF INDEPENDENT CHURCHES AND SCHOOLS MOVEMENT IN KENYA

This was an expression of African protest against European interference with traditional African economic and political organization.

Reasons why independent churches and schools emerged in Kenya

  1. a) The desire by majority of Africans to retain their cultural values while at the same time converting to Christianity. Many were unhappy with the western influence of Christian missionaries who taught against traditional customs.
  2. b) Africans were unhappy with the 3Rs style of education in mission schools which only prepared them for low positions in government or employment on European farms and homes. They desired to be equal to Europeans and Asians.
  3. c) Independent schools emerged as a reaction against colonial domination and exploitation in terms of taxation, kipande, forced labour and racial discrimination.
  4. d) Africans desired leadership in their own churches instead of being led by European missionaries whom they viewed as agents of colonialism.
  5. e) The role played by Africans like John Owalo and Elijah Masinde who claimed to have received divine calls to begin independent churches.
  6. f) Some Africans felt dissatisfied with the interpretation of the scriptures. The Holy Spirit Church, for example, broke away on this account.
  7. g) Some churches were formed to allow Africans to express their Christianity freely through dancing, singing and drum beating which many mission churches did not accommodate.
  8. h) Characteristics of independent churches and schools.

Characteristics of independent churches and schools.

  1. a) All of them accommodated African cultural values.
  2. b) Both churches and schools valued Christianity and western education but were against the westernizing influence by missionaries.
  3. c) Africans held positions of leadership in the churches and schools.
  4. d) Most Churches and schools worked closely with the African political association.

The independent churches movement in Nyanza.

John Owalo is credited for leading in the establishment of independent churches in nyanza. He stared as a Roman Catholic, then joined the Church of Scotland mission (CSM) at Kikuyu before moving to the CMS first in Nairobi, then defected to Maseno.

The reason why Owalo suffered from denominational defection is because he was seeking for a mission church that accommodated African cultural values and where Africans could be given a say I terms of leadership and worship. In 1907, Owalo claimed to have received a direct call from God with instructions to begin his own church. Though CMS at Maseno dismissed him as a ‘lunatic’, the colonial authority (Nyanza

PC John Ainsworth) granted Owalo permission to start his own mission. In 1910, he founded the Nomiya Luo Church, which became the first independent church in Kenya. Owalo proclaimed himself as a prophet equating similar to Jesus.

Other independent churches in Nyanza included;

1)  Dini ya Roho (Holy Spirit Church) founded among the Luhyia in 1927 as a breakaway from the Friends African Mission. The members claimed to speak in tongues and believed in baptism by the ‘holy spirit’,

2)  Joroho church founded by Alfayo Odongo Mango in 1932 among the Luo. It was similar to Dini ya Roho.

3)  The Christian Universal Evangelical Union founded in 1938 In Siaya by Ismael Noo, a school teacher linked to the Anglican Church at Maseno. He began off as one of the leaders of the revival movement at Maseno, which emphasized salvation by the blood of Jesus and public confession of sin. His movement insisted that men and women should have sexual intercourse since they were saved. His church attracted many women and soon he was accused of infidelity with peoples’ wives.He officially broke away from the Anglican Church at a convention at Nyabondo in Nyakach to establish the Christian Evangelical Union. The church is currently known as the Christian Evangelical Church, having changed its name in 1965.

The independent churches and schools movement in central Kenya

Due to its proximity to Nairobi, the seat of colonial administration, central Kenya experienced the presence of white settlers more than any other region in Kenya. The schools established by the so many missionary groups in the region only aimed at imparting basic literacy and numeracy skills to African converts. As the evangelized, the \missionary groups condemned many traditional African practices and values like polygamy, consumption of traditional brews and female circumcision. It is behind this backdrop that independent churches and schools emerged in central Kenya.

Kikuyu Independent schools

Kikuyu elders out of the desire for western education for their children, without necessarily being Europeanized, set up independent schools. In 1913, a Kikuyu elder, Mukunga wa Njehu, donated land at Gaithieko, Kiambu where the first independent school In central kenya was built.In 1925, another school had been built and registered at Githunguri.The independent Schools Movement emerged in the 1920s as a result of the expulsion from mission schools of the children of the supporters of female circumcision. The two bodies that emerged as a consequence were Kikuyu Independent Schools Association (KISA) and the Kikuyu Karinga Educational Association (KKEA)

The Kikuyu Independent Schools Association

The Body was closely associated with the Independent Pentecostal Church and was predominantly in Murang’a, Nyeri and Embu.

Following a showdown over female circumcision, the kikuyu elders got permission from the DC to build a prayer House around Gituamba on land donated by two elders, Kagere Gatundu and Gathai Gachohi of Thiru sub-location. Between 1929 and 1932, a school was set up at the church. This success inspired the emergence of similar churches and schools in Mariira, Kahiti and Gakarara in Kandara, Murang’a.In 1934, KISA was established to coordinate the efficient running of these schools with its leaders including Daudi Maina Kiragu, Musa Muriithi, Hezekiah Gachui, Peter Gathecha and Johana Njoroge.The Association had the responsibility of establishing more schools and maintaining them as well as mobilizing funds for teacher training programmes. Their activities got the support of the colonial authorities which even permitted establishment of more schools that must be registered at the DO’s office.By 1935, KISA had established 34 independent schools with an enrolment of 2,518 pupils.

Similar schools emerged in the Rift Valley among the kikuyu squatters.

Challenges encountered by KISA.

  1. a) There were inadequate funds to support the large number of pupils and schools.
  2. b) Many teachers were untrained.
  3. c) Many of the KISA leaders lacked proper management skills.
  4. d) Mission schools fought the efforts of KISA leaders.
  5. e) There were disagreements among KISA leaders where some demanded for money for the land they had donated for the schools.The independent churches also suffered from lack of ordained ministers. This problem was solved when KCA invited the Most Reverend William Alexander, the Archbishop of the African Orthodox Church in South Africa in 1935, who established a seminary at Gituamba and ordained Daudi Maina Kiragu, Philip Kiande and Harrison Gachukia Kimanga as Ministers.In 1937 after Archbishop Alexander had left, Daudi Maina Kiragu and Harrison Gachukia Kimanga broke away and formed the African Independent Pentecostal Church which they claimed was independent from external influence.In 1938, KISA named their church the Independent Pentecostal Church.

By 1952, at the time of its banning, KISA had 168 schools with an enrolment of 60,000 pupils in central Kenya and rift valley.

Kikuyu Karinga Educational Association

The association emerged out of a split at the Gituamba between the Murang’a group and the -Kiambu members who were radical and were more closely associated with KCA.

The term ‘Karinga’ means ‘pure’ implying unpolluted kikuyu customs and values. KKEA was opposed to all forms of cooperation with either the missionaries or the colonial authority.By 1940, it had established 12 schools in Kiambu and 11 in the rift valley. By 1952, it had established schools at Moshi and Arusha in Tanganyika. It established its own church in 1952(the African Orthodox Church of Kenya), relying on church ministers trained at Gituamba seminary. It was led by Arthur Gathuna and Philip KiandeThe Association was banned in 1952 after declaration of a State of Emergency.In 1939, the Kenya Teachers Training College was established at Githunguri, Kiambu, to train teachers for the independent schools. Mbiyu Koinange was the first principal. It was closed in 1952 alongside other independent schools.

Problems faced by independent churches and schools

  1. a) Poor leadership as many churches and schools were led by people without any management experience. Many of them lacked trained personnel who could run them efficiently.
  2. b) They faced a lot of hostility from the colonial government and missionaries who constantly harassed them.
  3. c) Ideological differences among their leaders on which name to adopt. There were also many leadership squabbles as all founders wanted to be recognized.
  4. d) The schools were forced to follow the official syllabus and become members of the District Education Board.
  5. e) The independent churches and schools competed with mission churches and schools for followers with the later declaring war on certain African practices

POLITICAL ORGANIZATIONS AND MOVEMENTS AFTER 1945.

Factors that hastened political development in Kenya after 1945.

  1. a) The Acquisition of western education by many Africans by 1945 which enabled them to articulate their grievances more forcefully and to understand political developments outside Kenya.
  2. b) The return of the ex-servicemen after the second world war which exposed the myth of the white supremacy making Africans ready to fight them. Moreover, the colonial government failed to reward African ex-soldiers to embitter them more.
  3. c) The change of government from Conservative to Labour Party in Britain in 1946 stimulated a new attitude in Britain towards decolonization. Africans in Kenya took advantage of this attitude.
  4. d) The granting of independence to India and Pakistan in 1947 aroused great confidence among Africans in Kenya to also clamour for their own independence.
  5. e) The rise of Pan-Africanism in Africa after the 1945 Manchester conference contributed to the new demands for political independence in Kenya.
  6. f) The formation of the UNO and the pressure it exerted on the European powers to

decolonize helped the Kenyans in their course.

  1. g) The emergence of United States and the Soviet Union as super powers in the world contributed to the decolonization process. USA was keen to see Britain and France grant independence to their subjects in the world in order to secure new markets.
  2. h) The signing of the Atlantic Charter in 1941 by Winston Churchill and Franklin Roosevelt which demanded that when the WWII ended, all subject peoples should enjoy the right to self-determination.
  3. i) The costs incurred by the European nations during WW2 made their taxpayers become reluctant to raise any more funds for colonial expenditures.

Characteristics of political parties formed after 1945.

  1. a) They had a national outlook as members were drawn from different ethnic groups
  2. b) Their main objectives was to fight for independence
  3. c) Educated elites led them
  4. d) They had a large membership.
  5. e) They demanded for fair taxation for Africans.
  6. f) They all demanded for improved conditions for African workers.
  7. g) They all demanded for the return of alienated land.

Kenya African Study Union 

When Eliud Mathu was nominated to the Legco on 10th October 1944, a number of well educated Africans led by Francis Khamisi agreed to form Kenya African Union (KAU) with the following objectives;.

  1. a) To assist Mathu in his new task as the first African nominated to the LEGCO.
  2. b) To create a Multi-ethnic political grouping representing the interests and constitutional rights of all Africans effectively.
  3. c) To advocate for more constitutional reforms for Africans.
  4. d) To demand for better living and working conditions.

The interim officials were Harry Thuku (chairman), Francis Khamisi (Secretary) and Albert Owino (treasurer). Other officials were James Gichuru, John Kebaso, Simeon Mulandi, Harry ole Nangurai, S.0. Josiah, F.M. Ng’anga, Jimmy Jeremiah, J.D. Otiende and S.D. Jakay.Two weeks after its formation, the governor ordered its officials to change its name to the Kenya African Study Union as it was meant to help Mathu in studying African problems.In January 1945, James Gichuru became the president of KASU after Harry Thuku resigned, being unable to cope with radicalism in the union.

Under Gichuru, KASU published a newspaper – Sauti ya Mwafrika that concentrated on African grievances and the proposed East African Federation which they opposed.

The organization rejected proposals to give more powers to European members in the Executive council. They refused to accept a European dominated government of the East African Federation. Later in 1946 on KASU changed its name to KAU feeling that the former name was inappropriate.

Kenya African Union

Formed in February 1946, the main demands of KAU were;

~ They protested against inadequate African representation in the LEGCO.

~ They protested against the lack of Participation of Africans in the governance of

Kenya. They even demanded for Self-government for Africans.

~  They were against the continued existence of the Kipande System and forced labour.

~  They demanded improvement of the African working conditions with better wages equal to what was paid to other races.

~  They demanded an end to Land alienation and racial discrimination.

~  They demanded an end to Imposition of taxes.

~  They demanded compensation of ex-servicemen.

~  They were protesting against Lack of education opportunities for Africans.

The return to Kenya by Kenyatta in 1946 marked the beginning of mass nationalism. On 1st June 1947, Kenyatta became president of KAU after Gichuru stepped down for him. W.W.W. Awori was elected vice-president and Ambrose Ofafa and Muchohi Gikonyo were elected treasurer and secretary respectively.Kenyatta travelled widely in Kenya where he urged people to join KAU. After 1947 KAU began to face the problem of a standoff between Radicals like Fred Kubai and Paul Ngei who wanted to use force to acquire independence, and moderates like Kenyatta himself. Radicals who included Bildad Kaggia took over the Nairobi branch of KAU.When the national delegates’ conference was held in 1951, Jomo Kenyatta retained presidency, J.D. Otiende became secretary General, PAUL Ngei –assistant SG and Ole Nangurai –Treasurer. Between 1948 and 1950, KAU faced serious financial problems even failing to pay rent for its offices at the IBEA building.

Other problems that faced KAU

  1. a) Kenyatta also appeared too busy to run the affairs of the party as he doubled up as the Principal of Githunguri TTC.
  2. b) The party also faced a lot of hostility from the colonial government and the white settlers.
  3. c) There were rampant ethnic divisions within the membership of KAU being complicated by the fact that the party appeared to be dominated by one ethnic group, the kikuyu.
  4. d) Majority of the African population, who were illiterate, lacked political awareness under could not understand the political efforts required of them.

When the Mau Mau movement began, the Nairobi office of Kubai, J.M.Mungai and Kaggia worked closely with it.

KAU continued to expand its membership in Kenya with Ramogi Achieng’ Oneko opening a branch in Kisumu in 1951, Johana Adala and Boaz Muha opened a branch in Maragoli and Muinga Chokwe opened one in Mombasa.In 1952, KAU rallies were banned outside Nairobi after a political meeting in Nyeri, attended by the leader of Mau Mau, Dedan Kimathi, which attracted over 25,000 people thus startling the government.

When a state of emergency was declared in 1952, KAU leaders were arrested for being behind Mau Mau. Walter Odede became the acting president, Joseph Murumbi acting secretary and W.W.W.Awori-acting treasurer.The acting official presented a 24-point memoranda to Oliver Lyttelton , secretary of state for colonies when he came to kenya during the emergency period, demanding the release of the Kapenguria six (Jomo Kenyatta, Paul Ngei, Kung’u Karumba, Bildad Kaggia, Achieng’ Oneko and Fred Kubai)

Walter Odede, the acting president was late arrested on 9th march 1953 while Murumbi escaped to Bombay, India as KAU was banned on 8th June 1953.

Achievements if KAU

  1. a) Party members especially from the Nairobi branch gave moral and material support to the Mau Mau freedom fighters.
  2. b) The party provided guidance and political support to Eliud Mathu, the first African representative to the Legco.
  3. c) The party laid the foundation for the growth of the Kenya African National Union that ushered in independence in Kenya.
  4. d) Some of the members of the party were active members of Mau Mau. For example, Fred Kubai and Bildad Kaggia.

THE MAU-MAU REBELLION 1951 – 60

Mau-Mau is an abbreviation which stands for “Mzungu Arudi Ulaya, Mwafrika Apate Uhuru” (meaning let the white man go back to Europe and the Africans regain Independence).Sometimes the movement was referred to as the ‘Land and Freedom Army’ and the Anake-aForty.Sometime in the late 1940s the General Council of the banned Kikuyu Central Association (KCA) began to make preparations for a campaign of civil disobedience involving all of the Kikuyu in order to protest the land issue. The members of this initiative were bound together through oath. The rituals obliged the oath taker to fight and defend themselves from Europeans.In These oath rituals, There were rumors about cannibalism, ritual zoophilia with goats, sexual orgies, ritual places decorated with intestines and goat eyes, and that oaths included promises to kill, dismember and burn settlers. The oaths were a cultural symbol of the solidarity that bound Kikuyu men, women and children in loyalty together in their opposition to the colonial government. It also instilled courage and unity among people,Nonetheless, the British were scared by the oath, made taking the Mau Mau oath a capital offence. The British also screened Mau Mau suspects and forced them to take a ‘cleansing oath’, a strange instance of colonialism ‘gone native’.

CAUSES OF THE MAU-MAU REBELLION

  1. a) The unemployment of the ex-soldiers who had been promised jobs after the World War II, but instead were made porters on European-estates. Similarly, people were retrenched, traders pushed out to business by Asian retail trade monopoly and European settlers.
  2. b) Africans, especially the Kikuyu, wanted their land returned. By 1948, 1.25 million Kikuyu were restricted to 2000 square miles (5,200 km²), while 30,000 settlers occupied 12,000 square miles (31,000 km²) fertile land. In the reserves Africans suffered from congestion, starvation and diseases like typhoid, cholera.
  3. c) It was a reaction against the Kipande system. This was a method of identity cards imposed on Africans to restrict them from unnecessary movements.
  4. d) The introduction of racial discrimination in Kenya. The Europeans equated the black colour with low intelligence, uncivilized, barbaric and a backward race. All the best hotels, restaurants, schools, recreational centres and most fertile soils in Kenya were reserved for the whites only.
  5. e) Africans were fed up of heavy and harsh taxation by the Europeans. Failure to pay tax was punishable by taking away the land or even imprisonment. So the Africans were forced to go and work under harsh condition and for long hours, yet poorly paid.
  6. f) The dominance of the economy by the Asian and white settlers. The Africans were not allowed to take part in meaningful business, were not given positive consideration in awarding jobs.
  7. g) They also wanted to be exposed to the social services e.g. education. The white settlers frustrated the African efforts to set up schools even the few educated Africans were not employed in the civil service.
  8. h) Africans feared a gradual destruction of their culture by the whites e.g. the missionaries were totally against the circumcision of women among the Kikuyu and the traditional view of twins.
  9. i) Africans wanted a fair share in the administration of their country (Parliament). For a long time many Kenyans were excluded from decision making and political participation the whites and Asians in the Legislative Council did not represent their interests.
  10. j) The return of Jomo Kenyatta in the 1950s’ after his studies in Europe, he came back with a wider vision to convince the Kenyans about their rights and they therefore united and rebelled.
  11. k) The role of educated Kenyans who aware of their rights as citizens and in turn educated the rest about their place in society. This prompted them to rebel against the whites.
  12. l) The colonial policy discouraged Africans from growing cash crops like coffee, tea, cotton, pyrethrum for fear of competition with the Africans who would grow rich and challenge the colonial administration.
  13. m) Forced labour. Africans were obliged by colonial law to offer labour on the plantation this was to be done forcefully without offering any payments. This kind of new slavery inspired the occurrence of the Mau Mau rebellion.
  14. n) Influence of the Second World War. Many Kenyans who participated in this war discovered the weakness of the white man and the loopholes in their systems of administration. These included General China, Dedan Kimathi among others  who also acquired good military skills.
  15. o) The move was a quest for constitutional reforms in Kenya. African political parties had been banned with impunity and their leaders like Harry Thuku, Muindi Mbingu and Mwambichi detained
  16. p) They were protesting colonial brutality especially the mistreatment of Africans on the white farms. Many Africans were killed at the slightest excuse like in the case of the upland Bacon

Factory Massacre in September 1947.

The course of the uprising.

On May 1, 1949, six trade unions formed the East African Trades Union Congress (EATUC). The union leaders joined with the “Forty Group,” which was a roughly cohesive group mostly composed of African ex-servicemen conscripted in 1940 when attempts for a union members strike failed on May 16th 1950. In June 1951, the urban KAU radicals (Mutonyi, Isaac Gathanga, Bildad Kaggia, Paul Ngei and Fred Kubai) created a secret Central Committee (Muhimu) to coordinate the oath campaign throughout Nairobi and outside Nairobi. It also formed armed squads to enforce its policies, protect members from the police, and kill informers and

collaborators. Different leaders led the Land and Freedom Armies. Three of the dominant Active Wing leaders were Stanley Mathenge; Waruhiu Itote (known as General China), leader of Mount Kenya wing; and Dedan Kimathi, leader of Aberdare forest wing. Others were General Ndung’u Gicheru, General Mwariama and General Matenjagwo (one who never shaves). Other armies were in Nairobi, Kiambu, Fort Hall and Rift Valley. They were mostly equipped with spears, simis (short swords), kibokos (rhino hide whips) and pangas (machete). Some made their own gunswhile others employed armed robberies on police stations and isolated settler homes.  African and Asian merchants funded the movement by paying protection fees.On 1st of October 1952, Mau Mau assassinated a Nairobi councillor, Tom Mbotela, who was a government loyalist. On 3 October, Mau Mau claimed their first European victim when they stabbed a woman to death near her home in Thika. A week later, on 9 October, Senior Chief Waruhiu, a strong supporter of the British presence in Kenya, had been shot to death in broad daylight in his car. His assassination gave Governor Baring the final impetus to declare a State of Emergency on 20 October 1952. Early the next morning, the British carried out a mass-arrest of 180 alleged Mau Mau leaders and subjected six of them to a trial (the Kapenguria Six); the real militants, such as Dedan Kimathi and Stanley Mathenge, fled to the forests.

While much of the senior leadership of the Nairobi Central Committee was arrested, Local rebel committees took uncoordinated decisions to strike attack settlers and there was an abrupt rise in the destruction of European property and attacks on African loyalists. On January 24, 1953, Mau Mau, possibly former servants, killed settlers Mr. and Mrs. Ruck, as well as their six-year-old son, on their farm with pangas. White settlers reacted by dismissing all of their Kikuyu servants because of the fear that they could be Mau Mau sympathizers. Naivasha Police Station was raided in March 1953.Over 1800 loyalist Kikuyu were killed. Operating from the safety of the forests, the Mau Mau mainly attacked isolated farms at night, but occasionally also households in suburbs of Nairobi.In May 1953, the Kikuyu Home Guard became an official part of the security forces. It became the significant part of the anti-Mau Mau effort. On March25–March 26, 1953, nearly 1000 rebels attacked the loyalist village of Lari, where about 170 non-combatants were hacked or burnt to death. Most of them were the wives and children of Kikuyu Home Guards serving elsewhere. In the weeks that followed, some suspected rebels were summarily executed by police and loyalist Home Guards.In June 1953 General Sir George Erskine arrived and took up the p ost of Director of Operations. A military draft brought in 20,000 troops who were used aggressively. The Kikuyu reserves were designated “Special Areas,” where anyone failing to halt when challenged could be shot. The colonial government created so-called pseudo-gangs composed of de-oathed and turned ex-Mau Mau and allied Africans, sometimes headed by white officers. They infiltrated Mau Mau ranks and made search and destroy missions. By September 1953, the British knew the leading personalities in Mau Mau, the capture of General China in January the following year provided a massive intelligence boost on the forest fighters.

On April 24, 1954, the Army launched “Operation Anvil” in Nairobi, the forest fighters’ source of supplies, money and recruits, and the city was put under military control. By the end of 1954 there were 77,000 Kikuyu in concentration camps mainly deported from Nairobi.  In June 1954, a policy of compulsory villagization was started in the reserves to allow more effective control and surveillance of civilians and to better protect pro-government collaborators. When the program reached completion in October 1955, 1,077,500 Kikuyu had been concentrated into 854 “villages.”The last Mau Mau leader, Dedan Kimathi, was captured by Kikuyu Tribal Police on 21 October 1956 in Nyeri with 13 remaining guerrillas, and was subsequently hanged in early 1957. His capture marked the effective end of the Uprising, though some Mau Mau remained in the forests until 1963 and the Emergency remained in effect until January 1960.

Mau war by other communities

~  In April 1953, a Kamba Central Committee was formed by Kamba rebels who were all railway men and effectively controlled the railway workforce. They organized acts of sabotage against the railway lines during the emergency.

~  Rebel Maasai bands became active in Narok district before being crushed by soldiers and police who were tasked with preventing a further spread of the rebellion.

~  In Maragoli, Chief Mukudi of Bunyore was associated with the movement.

~  Other communities involved were the Kipsigis section of kalenjin, Luo etc.

 

Factors, which facilitated the MAU MAU uprising.

  1. a) Oathing, which united the people and gave them the courage, determination and

momentum for the rebellion course.

  1. b) The use of guerilla tactics ensured less loss of life and prolonged war. It made it difficult for the British to suppress the rebellion.
  2. c) The support to the fighters from the civilians who supplied food, water, spying etc.
  3. d) Strong leadership for the movement by people like Dedan Kimathi, Waruhiu Itote (General China), Stanley Mathenge and General Matenjagwo.
  4. e) The deep resentment of the people against the Europeans gave them the reason to continue fighting.
  5. f) The natural forests of Mount Kenya and Aberdere ranges provided good hideouts for the fighters.
  6. g) The fighters had enough weapons. They accessed weapons like the homemade guns, swords and Machette to add to what they were able to seize from the settlers.

Problems that faced Mau Mau Rebellion

  1. a) The fighters lacked transport and communication facilities.
  2. b) They were faced with adverse weather conditions, operating in the Aberdere and MountKenya Forests that were extremely cold.
  3. c) In the Wild environment, they were frequently attacked by wild animals.
  4. d) They lacked proper fighting equipment when compared to the weaponry of the Europeans.
  5. e) They faced brutality from the British forces when they were retaliating.
  6. f) There were constant divisions and disagreements among the fighters.
  7. g) The movement suffered from the infiltration of spies in form of pseudo-gangs who exposed their military strategies.
  8. h) The movement suffered from lack of proper coordination due to the use of forest hideouts and mountain terrain by the guerrillas which prevented them from developing a wellcoordinated strategy.
  9. i) The arrest of the movement’s key leaders General China and Dedan Kimathi dealt in a devastating blow.
  10. j) The movement suffered from a disjointed recruitment process with some fighters being coerced into membership which put their loyalty to doubt.

Results of the Mau Mau uprising

  1. a) Many people died as a result of the war. The official number of Kenyans killed was estimated at 11,503 by British sources. More than 1,800 Kenyan civilians and 32 British civilians were killed by Mau Mau militants.
  2. b) The war attracted the attention of British citizens and international community to the crimes committed by the colonial administration. British forces committed widespread human rights abuses, including rape, torture and castration.
  3. c) Many Africans were arrested and detained while thousands were seriously injured during the interrogations. For example, 11 of the 88 detainees at Hola Camp lost their lives as the rest were seriously injured in brutality incident.
  4. d) The war speeded up the march to independence especially when the realty of the inability of the colonial administration to govern kenya dawned on the British government
  5. e) The uprising led to destruction of property. Villages, houses and crops were burned down.
  6. f) The war led to the relocation of the Agikuyu, Ameru and Aembu communities from Nairobi region as their jobs were taken by people from western and rift valley who did not participate in the rebellion.
  7. g) The uprising led to the reduction of the influence of the settlers in Kenya as it was realized that it was the enormous settler influence that was responsible for the insurgence.
  8. h) The war forced the colonial authority to apply tough measures to restrict the activities of African political parties such as KAU that was banned in 1952.
  9. i) The war led to the beginning of a program of villagization and land reform consolidated the land holdings of the Kikuyu, thereby creating emergency kikuyu villages in various parts of the country.
  10. j) It led to the declaration of a state of emergence in Kenya on 20th October 1952.
  11. k) The war bred bitterness among members of Agikuyu Aembu and Ameru where some were government loyalists while others were Mau Mau supporters.
  12. l) The war resulted into the land reform measures that came to be known as the SwynnertonPlan of 1954 that sparked off the resettlement of Africans in the countryside.

Swynnerton Plan

Refusing to give more land to the Kikuyu in the reserves, which could have been seen as a concession to Mau Mau, Baring turned instead in 1953 to Roger Swynnerton, Kenya’s assistant director of agriculture. The primary goal of the Swynnerton Plan was the creation of family holdings large enough to keep families self-sufficient in food and to enable them to practice alternate husbandry, which would generate a cash income.

Recommendations of the Swynnerton Plan of 1954

  1. a) The survey and enclosure of African land in high potential areas.
  2. b) The processing of title deeds and giving out title deeds to the owners. Only progressive African farmers would get title deeds and benefit from the land reforms.
  3. c) A few Africans were allowed to practice new agricultural methods and obtain credit as well as title deeds.
  4. d) A few African s were allowed to practice individual land ownership.
  5. e) A few progressive African farmers were allowed to grow cash crops.

Kenya African National Union

During the emergency period, (From October 1952 to December 1959) African participation in the political process increased rapidly. The Kenya African National Union (KANU) was formed after the First Lancaster House Conference of January 1960 resolved that nationwide political parties be formed in Kenya as a step towards decolonization.On 27th march 1960, at a meeting at Kirigiti, Kiambu convened by ex-KAU strongmen, James Gichuru and Oginga Odinga, KAU merged with Kenya Independent Movement and the People’s Congress Party to form KANU. The colonial government declined to register KANU with Kenyatta as president since he was still in detention.In May 1960 James Gichuru took the presidency with Odinga as his deputy. Tom Mboya became the secretary General and Arthur Ochwada his assistant. Ronald Ngala and Daniel Moi were elected treasurer and assistant treasurer respectively in absentia as they were attending a commonwealth parliamentary Association meeting in London.In the party’s constitution, drafted by Mwai Kibaki and Tom Mboya, the following were the objectives;

  1. a) To attain political independence for Africans inn Kenya.
  2. b) To achieve national unity through a unitary national constitution under one central government.
  3. c) To create a society based on African socialism.
  4. d) To eradicate poverty, ignorance and disease.
  5. e) To get back African land.
  6. f) To have all political detainees released.
  7. g) To unite with liberation movements in other countries in a Africa in order to end

imperialism and colonialism in the continent.

  1. h) To encourage good neighbourliness in the East African Region.

When Kenyata was released, he took over leadership of the party. During the independence elections in may 1963, KANU won 73 seats against KADU’s 31 and African Peoples’ Party’s 8 . Jomo Kenyatta became the Prime Minister on 1st June 1963.

Achievements of KANU in the struggle for independence.

  1. a) KANU mobilized Africans in Kenya and united them in the struggle for independence.
  2. b) Through its numerous nationwide meetings, it provided political education to the Africans in Kenya.
  3. c) It participated in the independence constitution making process by being part of the Lancaster House conference of 1962.

Challenges faced by KANU in the struggle for independence.

  1. a) There was disunity among its members with some suspicious of the big communities who had taken up key leadership positions
  2. b) The party faced the problem of lacking adequate funds to carry out its countrywide campaigns for Independence.
  3. c) The KANU leaders suffered from ideological differences with some opposing the unitary system of government as advocated by the party’s constitution.
  4. d) Some members were dissatisfied with the way party affairs were being run especially the elections which they felt were not fair.

Kenya African Democratic Union (KADU)

KADU was formed in 1960 as an alliance of minority ethnic political groups to protect the rights /interests of the minority groups against possible domination of KANU /majority groups.Its senior leaders included Ronald Ngala (president), Masinde Muliro (Vice president), Daniel Arap Moi (chairman), Martin Shikuku (secretary General) and Justus ole Tipis (treasurer).KADU leaders advocated for a federal system while KANU group were advocating for a unitary system of government.When KANU refused to form government while Kenyatta was still in detention, KADU formed the first coalition government with the Europeans and Asians who belonged to Michael Blundell’s New Kenya Party after garnering 11 seats in the May 1961 elections.In 1962, KADU and KANU formed a coalition government while awaiting the 1963 elections.Following the defeat by KANU in the May 1963 elections, it became the major opposition party until 1964 when it was disbanded after persuasions from Jomo Kenyatta.

Roles played by the Kenya African Democratic Union in the struggle for independence.

  1. a) It united the smaller communities in Kenya. E.g the Kalenjin, Luhyia, Maasai and coastal communities.
  2. b) It educated/ mobilized Africans against the colonial domination.
  3. c) It pressed for the release of Jomo Kenyatta while hopping that he would eventually join on their side.
  4. d) It participated in drawing up the independence constitution in the second Lancaster House conference.
  5. e) As an opposition party though for a short time, it helped to provide checks on the KANU government.

Challenges faced by KADU

  1. a) There were suspicions of dominance of the party by some communities.
  2. b) The party faced the problem of lacking adequate funds to carry out its countrywide campaigns for Independence.
  3. c) Wrangles between senior officials of the party often undermined the party’s operations.
  4. d) Illiteracy among the majority of the members left the top leaders with too much responsibility over party affairs.
  5. e) The party was prone to manipulations by the colonial authority in its operations.
  6. f) The party members were faced with a lot of pressure from KANU to decamp. African People’s Party

The party also emerged after the 1962 Lancaster House conference, founded by Paul Ngei, one of the radical members of KAU’s Nairobi branch.

Paul Ngei had similar fears just like the founders of KADU that the Akamba interests would not be catered for in the proposed government arrangement that favoured KANU as well as KADU.The party was formed in February 1962. After Kenya became a republic in 1964, APP decamped from the opposition to join KANU.

The trade-union movement.

The early trade Unions in Kenya were formed along racial lines though all form them aimed at addressing labour problems that faced workers. The first trade union in Kenya was the Indian Trade Union formed in 1914 in mombasa. Upto 1914, there existed no African trade union in Kenya because of the following reasons;

  1. a) Artisans and farm labourers were not allowed to join or form associations since it was feared they would organize sudden and unofficial strikes.
  2. b) Majority of the Kenyans were illiterate and lacked the knowledge to run workers’ unions.
  3. c) The migrant labour system militated against the establishment of such unions.
  4. d) The colonial government fought attempts by Africans to form workers’ organizations.

For this reason, in the 1920s, African political organizations doubled up as also defenders of workers welfare.In 1922, Asian workers in the railway department formed the Railway Artisans Union but its officials were sacked by the government causing it to wind up in 1923.in 1930s, a Trade Union Committee was formed in Mombasa by Masons and labourers with R.M. S hah as its president.In 1934, the Indian Trade Union became the Kenya Indian Labour Trade Union (KLTU ) whose membership was from other towns in Kenya.By 1935, the union began admitting members from other races necessitating it to change its name to Labour Trade Union of Kenya (LTUK). When it expanded its membership to the rest of East Africa in 1939, it became known as the Labour Trade Union of East Africa (LTUEA) on 14thJanuary 1947, over 15,000 striking African workers of Mombasa formed the African Workers Union (AWU). Muhamed Kibwana was elected president, Mwangi Macharia-secretary, Mbaruk Kenze-treasurer and Chege Kibachia –executive officer.

The Union’s demands included;

  1. a) A salary increase due to the high cost of living.
  2. b) Implementation of the policy of equal pay for equal work regardless of race.
  3. c) Respect for African workers wherever they were employed.
  4. d) Payment of sufficient allowances to cater for African wives and children.
  5. e) Elimination of the deliberate strategies applied by employers to keep Africans in their places of work all the time.The Union changed its name to African Workers’ Federation on 24th January 1947 at the advice of Eliud Mathu who also convinced them to end the strike. Meanwhile a trade dispute tribunal led by Mr. Justice Thacker was set up to look into the workers’ grievances.The AWF became very popular to all workers in Kenya due to the success of the strike. However its leaders were either repatriated from Mombasa to their reserve areas or as was the case of Kibachia, arrested and detained in Baringo district.Achievements of AWF.
  6. a) It mobilized workers from different communities to come together and fight for better wages.
  7. b) It provided education to the workers about their rights.
  8. c) It introduced the concept of collective bargaining among workers in Kenya.
  9. d) It fought for better living and working conditions for workers.
  10. e) It advocated for better allowances for African workers’ wives and children, a factor which resulted in better wages and salaries for workers.
  11. f) Its activities made the colonial government change its attitude towards labour unions and start to give attention to workers’ grievances.
  12. g) It succeeded in exposing the Kenyan workers’ grievances to the international community as its strike was internationally publicized.

Kenya Federation of Labour

Following the enactment of the Trade Unions Ordinance in 1952, various small African trade unions (Kenya Local Government Workers’’ Union, Domestic and Hotel Workers’ Union and East AFRICAN Federation of Building and Construction) united to form the Kenya Federation of Registered Trade Unions (KFRTU). Its officials included Mwichigi Karanja (president), Aggrey Mwinya(secretary general), S. Ondiege, Elikana Okusimba, Silas Okeya, David Jomo, S. Osore, James Wainaina and Dishon Sambili.

Among the demands of KFRTU were the following;

~  Increase in African wages.

~  Improvement of the living conditions and poor housing for its workers

~  Protest against the arrest and detention of union officials.

~  Protest against forceful evacuation of the Aembu, Ameru and Agikuyu from Nairobi In 1953.

~  Protest against increase in the price of tea and bread in 1955

~  Protest against the continuity of the state of emergency.

In 1953, Tom Mboya’s Kenya Local Government workers’ Union (KLGWU) joined KFRTU. The following were elected officials in the 1953 elections. David Njomo-prrsident, Stephen Obwaka- vice president, Tom Mboya- general secretary, G.W.Owuor-assistant SG, Daniel Ng’ethetreasurer and John Opiyo- ass treasurer.

In 1955, it changed its name to the Kenya Federation of  Labour (KFL) representing 35,000 members.

Due to Tom Mboya’s efforts KFL was affiliated to the International Confederation of Free Trade Unions (ICFTU).

Achievements of KFL.

  1. a) It kept the spirit of African nationalism alive during the emergency period when political associations had been banned.
  2. b) It secured international support through its affiliation to ICFTU for the cause of African nationalism.
  3. c) It educated Africans on their rights as workers.
  4. d) It helped to improve the living conditions of African workers securing for them a major salary increment in 1956
  5. e) It prepared some African nationalists for leadership roles in the struggle for independence. For example, martin Shikuku and Tom Mboya.

Role of trade union movement in the struggle for independence in Kenya

  1. a) Trade Unions mobilized workers to strike against colonial government.
  2. b) They Motivated workers to sustain the struggle for their political rights/self governance
  3. c) They provided national political parties with funds required for their operation.
  4. d) Trade union leaders became prominent leaders of political associations that fought for independence.
  5. e) They introduced the concept of collective bargaining for workers in Kenya.
  6. f) The unions promoted regional cooperation in east Africa.
  7. g) They improved working conditions of the Africans through their welfare duties.
  8. h) They intensified the spirit of nationalism after ban on political parties.
  9. i) They provided a training ground for nationalist leaders e.g. Thomas Mboya
  10. j) Educated Africans on their rights

Problems faced by trade unions during the colonial period

  1. a) There was fear of victimization and harassment from the colonial authorities especially in the pioneer years.
  2. b) The migrant nature of African workforce paused a challenge to their membership.
  3. c) Ignorance of the African people about trade unionism and its role.
  4. d) Poor leadership which affected the running of pioneer trade unions.
  5. e) Shortage of funds since they relied on meager contributions from the poorly paid workers.
  6. f) Mismanagement of funds by the officials due to inexperience or corruption.
  7. g) Ethnicity, which had a hand in the choice of leaders for the unions.
  8. h) Constant wrangles among the leaders of the unions.

ROLE OF WOMEN IN THE STRUGGLE FOR INDEPENDENCE

Key women contributors in the struggle for independence..

  1. Mekatilili WA Menza of Giriama who mobilized and administered oaths to the kaya elders to cause the Agiriama resistance
  2. Moraa, a Kitutu, prophetess of Gusii who was instrumental in the Gusii resistance.
  3. Mary Muthoni Nyanjiru, famously remembered for inciting men to riot when Harry Thuku had been arrested in Nairobi in March 1922
  4. Syotune wa Kithuke, a Kamba prophetess who used the kilumi dance in 1911 to mobilize the Akamba to protest against British colonialism.

role played by women in the struggle for independence.

  1. a) The women acted as spies to the Mau Mau fighters in Nairobi and other urban centres. They supplied arms to fighters.
  2. b) They contributed to the establishment of independent churches and schools. For example, Legio Maria was co-founded by a Woman, Aoko, in western Kenya.
  3. c) They provided food to the fighters in the bushes.
  4. d) In central Kenya, they composed songs and dances, which ridiculed colonial chiefs and other agents of the colonial system. E.g Muthirigu.
  5. e) They, looked after families, as the men were busy fighting in bushes.
  6. f) In the 1930s, some section of the agikuyu women formed the Mumbi Central Association, feeling that KCA was not recognizing their contribution.
  7. g) The hid the fighters in houses.
  8. h) They participated in the oathing ceremonies, some acting as chief oathing administrators.
  9. i) Some participated actively in the freedom wars and were even killed e.g. Marshal Muthoni, Elizabeth Gachika etc.
  10. j) They participated in demonstrations and meetings to fight colonialists.
  11. k) They joined the MAU MAU fighters in the forest, with the main role of organizing and coordinating the rural network. They Supplied information to their husbands in the bush.
  12. l) They smuggled arms from the whites to the fighters.
  13. m) They led and inspired the resistance through their prophecy and encouragement e.g. Moraa and Mekatilili.
  14. n) In 1960, a woman, Priscilla Abwao, took part in the Lancaster House Conference. London, to prepare the independence constitution.

Role of women in the Mau Mau movement.

  1. a) Some women were fully-fledged warriors fighting alongside men. ‘Field Marshall’ Muthoni went to fight alongside famous warriors of the forest like Dedan Kimathi Waciuri.
  2. b) The women in the camps made sure that the family continued intact through all of the while their men were out fighting. They would weed and grow food for family use.
  3. c) While men were in the forests, Mau Mau women continued to educate their children to be the future leaders of their government. Women would collect money and smuggle the brightest children out of Kenya to study overseas through Sudan, Ethiopia and Egypt.
  4. d) Many women sought support for Mau Mau internationally. E.g, Mama Sarah Sarai, an ally of Kenyatta’s, when out of the country would get people to write in support of Mau Mau.
  5. e) Some women offered their property for use by mau mau. In Nairobi, Mama Josephine Muthoni offered her cars to be used for Mau Mau activities. Mama Elizabeth Waruiru’s house in Pangani which became a Mau Mau meeting place.
  6. f) Women were first class spies and informers. They supplied information to the forest forces.
  7. g) Women supplied guns, would do anything to get them. Sometimes they killed for them.
  8. h) Women had primary responsibility for the organization and maintenance of the supply lines. Operating from villages, thousands of women acted as go -betweens and carriers of food and firearms, and generally provided a system of intelligence.
  9. i) Women composed songs like the Kanyegenuri, to commemorate their deeds, like the bravery of Mary Nyanjiru. Years later the song became the Mau Mau anthem of resistance
  10. j) They also recruited for Mau Mau fighters.
  11. k) They officiated at and participated in oathing ceremonies. Some like Waithera allowed themselves to be subjected to unnatural sexual acts for the sake of the movement.
  12. l) In forest camps, women would serve male leaders as Kabatuni (a small platoon to be commanded by the man), doing minor military duties like cleaning guns as well as seeing to the other needs like meeting his sexual needs.
  13. m) Some women were co-opted in the political Arena in the mau mau duo-sex councils. For example Muthoni Ngatha – even rose to the senior position of Field Marshal. In June 1953 Wagiri Njoroge was crowned as the Queen of Mau Mau and ruled for 7 months.
  14. n) Women also contributed the services of their children who served as errand boys and girls and informers.
  15. o) Women were allowed to flirt with “enemies” to gather vital information, weapons and other resources. For example, in Gakenia’s village in Nanyuki, four girls lured four loyalist African soldiers to Kaarage Forest where the soldiers were killed and their rifles taken.
  16. p) Some women like Wanjiru were appointed judges in Nakuru’s Mau Mau Courts which passed sentences on anti-Mau Mau crimes. These illustrated by the emergence of a small number of women who acted as executioners.

Problems caused by presence of women in forests during mau mau wars

  1. a) Some women could not withstand the harsh forest conditions of torrential rains and bitter cold and constantly fell sick
  2. b) Many women could not defend themselves against enemies and were therefore a burden to men.
  3. c) Women would be extra mouths to feed, but would do very little useful things in return.
  4. d) Occasionally, women could cause tension and conflict among male guerillas as the men competed for sexual favours from the small number of women.

CONSTITUTIONAL CHANGES LEADING TO INDEPENDENCE.

African representation to the Legco.

In 1944, Eliud Mathu, a former teacher at Alliance School, the first African was appointed to the LegCo. KAU’s demand for more representation in 1946 caused the appointment of Benaiah Ohanga as the second African to the LegCo.

By 1948, there were four Africans in the LegCo compared to 11 Europeans, 5 Asians and 2 Arabs.

Various commission reports made significant pointers to the fact that the British government had realized the need to involve Africans in the administration and need to reduce settler influence. For example;

1)  The Report of the East African Royal Commission of 1955 proposed;

~  An end of racial segregation.

~  Increased involvement of Africans in the colonial administration

~  Opening of the Kenya Highlands to all races.

2)  The Swynnerton Plan of 1954 proposed the consolidation and registration of African land with a view to having better land management.

3)  The report on African wages and the Lidbury Commission on Civil Service recommended better pay for African workers.

The Lyttelton Constitution

In 1954, the British secretary for colonies visited Kenya in the wake of the Mau Mau Uprising and made the following constitutional proposals;

  1. a) A multi- racial Council of Ministers to replace the executive council, which would include one African (B.A. Ohanga, minister for community development and African affairs), two Asians and three Europeans. For the first time, Africans were represented with members with executive powers.
  2. b) Lifting the ban on African political Associations. This was done in 1955 though only Africans were allowed to form local (district –based) political organizations. Tom Mboya formed the Nairobi People’s convention Party while D. Mwanyumba formed the Taita African Democratic Union. John Kebaso formed the Abagusii Association, Argwings Kodhek formed the Kenya National Congress and John Keen the Maasai Front.
  3. c) Africans were able to take part in elections of 1957. /it proposed multi-racial elections.

However, other than race-pegged rules for participation in the 1956/57 elections, voting qualification for Africans were based on income, property and education

  1. d) Proposed direct representation of Africans in the LEGCO. In march 1957, the African elections to the Legco were held and Tom Mboya(Nairobi), Masinde Muliro( Northern Nyanza), Oginga Odinga(Central Nyanza), Lawrence Ogunda(south Nyanza), Ronald Ngala( Coast ), Daniel Arap Moi( Rift Valley), James Miumi(Ukambani) and Bernard Mate (central)were elected.

The elected Africans formed the African Elected Members Organization (AEMO) with Odinga as chairman and Mboya as secretary.

 

 

Demands of AEMO after formation

  1. a) They contested the fewer African positions in the LegCo by condemning the Lyttelton constitution. While elected members were 29, nominated members were 30, majority of who were Europeans.
  2. b) They protested the rigid voter qualification requirements imposed on Africans and demanded that every African of 21 years and above be allowed to vote, regardless of education or income.
  3. c) They demanded that registration of voters be done on a common roll.
  4. d) They called for the end of a State of Emergency.

Role played by AEMO in the struggle for independence up to 1963.

  1. a) They formed pressure groups to demand for greater political rights for Africans. e.g., formation of AEMO.
  2. b) They formed the core team, which pressurized for independence.
  3. c) They made known the grievances of Africans in International Fora.
  4. d) They networked with other African nationalists elsewhere e.g. in Ghana and Nigeria to hasten achievement of independence in Kenya.
  5. e) They fought for the release of detained nationalists e.g. Kenyatta.
  6. f) They formed he national political parties e.g. KANU and KADU, which led the country to independence.
  7. g) They educated and created awareness among the masses about the nationalists struggle.
  8. h) They took part in the formulation of the independence constitution.

The Lennox-Boyd Constitution.

In 1958, Sir Allan Lennox- Boyd, who had succeeded Oliver Lyttelton as secretary State for Colonies visited Kenya and made the following constitutional proposals;

  1. a) An increase by six LegCo Seats for Africans to bring their total representation to 14 seats.
  2. b) A special membership in the LegCo, with four members from each race, who were to elected by other members of the LegCo.
  3. c) An increase of the number of African ministers to two.

AEMO members rejected the Lennox-Boyd proposals saying they still favoured white monopoly in the colony especially the specially elected membership to LegCo. AEMO also called for the unconditional release of Jomo Kenyatta. They even boycotted the Legco from 1958 to 1959 when a new constitutional conference was promised.

Acted of Betrayal became evident among Africans when Musa Amalemba and Wanyutu Waweru accepted the special seats appointment and even Amalemba went ahead to appointed the second African Minister for Housing in 1958.Other developments in 1959 included;

~  The White moderates led by Michael Blundell (who resigned as minister of agriculture) formed the New Party of Kenya (NPK). He was backed by 46 non -African members of the LegCo for his ideas of multi-racialism.

~  The white extremists led by Captain Briggs formed the United Party (UP) demanding for the abolishing of the LegCo and replacing it with regional assemblies. This was aimed at preserving the white highlands as one regional assembly for European benefits.

~  Increased divisions on AEMO between radicals and moderates .Ngala, Moi, Mate, Towett and Nyagah resigned from AEMO to form the Kenya National Party (KNP) advocating multi-racialism. This party was interestingly joined by all Arab and Asian members.

~  The radicals led by Mboya, Odinga and Gikonyo Kiano formed the Kenya Independent Movement (KIM) that was exclusively for African membership. They demanded convening of a full constitutional conference to discuss Kenya’s future and release of Jomo Kenyatta.

The Lancaster House Conferences

The Conferences were called to iron out the differences that arose out of the fact that both radical Europeans and AEMO members opposed multi-racialism.

The First Lancaster House Conference (1960)

The conference was convened by Ian MacLeod, the secretary of state for colonies. it was attended by all members of the LegCo.. The African team was led by Ronald Ngala and Tom Mboya was the secretary.

The conference came up with the following compromise decisions;

  1. a) The 12 elective seats In the LegCo would remain intact.
  2. b) There were to 33 open seats in the LegCo, which were to be vied for on a common roll.
  3. c) Another 20 seats would be reserved – 10 of these for Europeans, 8 for Asians and 2 for Arabs.
  4. d) The composition of the Council of Ministers was to be altered to incorporate 4 Africans, 3 Europeans and 1 Asian.
  5. e) The conference authorized the formation of countrywide political parties for Africans.

KANU and KANU were formed.The Lancaster conference however failed to entirely please both Africans and the settlers. Some settlers, finding the new turn events so tough began to sell their property and leave Kenya. Africans though feeling that they had not been given a responsive government, accepted ministerial positions as follows;

  1. a) Ronald Ngala- Minister for Labour, Social Security and Adult Education.
  2. b) Julius Gikonyo Kiano- Minister for Commerce and Industry.
  3. c) Musa Amalemba- Minister for Housing, Common Services, Probation and Approved Schools.
  4. d) James Nzaui Miumi- Minister for Health and Welfare.

Out of fear of political domination by the big tribes the following new alliances were formed;

  1. a) The Kalenjin Political Alliance of Taita Towett.
  2. b) The Coast African Political Union of Ronald Ngala.
  3. c) The Kenya African People’s Party of Masinde Muliro.

In the 1961 elections KANU won but refused to form government demanding release of Kenyatta.  KADU was invited by the governor, Patrick Renson to form a coalition government with Europeans and Asians.

When Kenyatta came on 21st August 1961, Kariuki Njiiri offered his Murang’a seat to Kenyatta to enable him join LegCo.

The second Lancaster conference (1962)

The main aim of this conference, called by the then secretary for colonies, Reginald Maulding was to draft the independence constitution acceptable to the two main parties KADU and KANU. It also aimed at reconciling the differences between the two parties.

KANU delegation was led by Jomo Kenyatta while Ngala led the KADU group.

KANU conceded many KADU grounds to enable success of the negotiations.

Main provisions of the independence constitution of Kenya

  1. a) The independence constitution provided for a regional/majimbo government with each region having a regional assembly and p resident.
  2. b) It also provided for a bicameral parliament consisting of the senate and the house of representatives/upper house and lower house.
  3. c) The constitution stipulated that the Prime Minister was to be head of Government and Queen the Head of State, represented by the Governor General.
  4. d) The constitution recommended a multiparty system of government and the party with the majority of seats forming the government.
  5. e) It contained the Bill of Rights, which protected the individual’s rights.

In the elections of 1963, KANU won with 73 seats against KADU’s 31, APP’s 8. Jomo Kenyatta became the first Prime Minister on 1st June 1963.On 12 December, Kenya attained full independence. On 12th December 1964, Kenya became a republic with Kenyatta becoming an executive president.

EMERGENCE AND GROWTH OF NATIONALISM IN AFRICA

Factors for the rise of nationalism in Africa

  1. a) The exposure of Africans to severe economic exploitation during the colonial period. For example land alienation in the Kenya Highlands, in southern Rhodesian, Algeria and South Africa which was accompanied with forced labour where the labourers faced mistreatment.
  2. b) Africans were fed up of heavy and harsh taxation by the Europeans. They were exposed to heavy taxation, ranging from hut tax to breast tax in Belgian Congo.
  3. c) Africans were fed up with the gradual destruction of their culture by the whites.

Missionaries totally dismissed the age-old African traditions as being barbaric. This explains why independent schools and churches sprung up in central Kenya.

  1. d) The introduction of racial discrimination to go hand in hand with colonialism. All the best social amenities in South Africa, Zimbabwe and Kenya were reserved for the whites. The Europeans equated the black colour with low intelligence, uncivilized and a backward race.
  2. e) Africans resented colonialism because it interfered with their political institutions. The colonial rulers disregarded traditional rulers, appointing their own puppets in their place.
  3. f) The Acquisition of western education by many Africans by 1945 enabled them to articulate their grievances more forcefully and to understand political developments outside Africa.
  4. g) The return of the ex-servicemen after the second world war which exposed the myth of the white supremacy making Africans ready to fight them. Moreover, the colonial government failed to reward African ex-soldiers to embitter them more.
  5. h) The change of government from Conservative to Labour Party in Britain in 1946 stimulated a new attitude in Britain towards decolonization. This motivated African nationalists.
  6. i) The rise of nationalism in Asia, culminating into the granting of independence to India and Pakistan in 1947 aroused great confidence among Africans who worked closely with Asian nationalists like Jawaharlal Nehru, the India Prime Minister.
  7. j) The rise of Pan-Africanism in Africa after the 1945 Manchester conference contributed to the new demands for political independence in Africa Many African élites attended the conference which served as a source of awakening.
  8. k) The formation of the UNO and the pressure it exerted on the European powers to decolonize helped the Africans in their course.
  9. l) The emergence of United States and the Soviet Union as super powers in the world contributed to the decolonization process. USA was keen to see Britain and France grant independence to their subjects in the world in order to secure new markets.
  10. m) The signing of the Atlantic Charter in 1941 by Winston Churchill and Franklin Roosevelt which demanded that when the WWII ended, all subject peoples should enjoy the right to self-determination.

NATIONALISM IN GHANA

The British annexed Gold Coast in 1874 after quelling a stiff resistance by the Asante. In response to the British imperialism, the Fonte Confederation was initiated in 1868, marking the birth of African Nationalism in Ghana. In 1897, the Aborigines Rights Protection Society was formed to guard against the alienation of African land.In the 1930s, African elites like J.B. Danquah launched the Gold Coast Youth Conference in order to awaken the youth to the economic and social needs of the country.Their efforts bore fruits because in 1946, governor Burns embarked on constitutional reforms leading to increased African representation in the LegCo. (Of the 18 slots given to Africans in the LegCo, 13 were to drawn from among the chiefs while 5 were to be popularly elected).

The elites formed the United Gold Coast Convention (UGCC) and invited Kwame Nkrumah, a graduate of the University of Pennsylvania in Philadelphia, to come and lead it since most of them were professionals lacking time for political commitment. Nkrumah appeared to have more political experience having participated in the 1945 Manchester conference.

Factors for the growth of nationalism in Ghana

  1. a) The early Introduction of cocoa growing led to adoption of money economy in Ghana ahead of other countries. This enabled faster social and economic transformation of the people.
  2. b) The colonial government’s attempt to tamper with cocoa growing by ordering cutting of coca trees hurt people to the level of developing nationalistic feelings against the British.
  3. c) Ghana was one of the first countries in Africa to receive western education from the missionaries. There was a large class of elites with western university education accompanied with leadership skills to spearhead nationalism their country.
  4. d) The existence of ex-servicemen in Ghana also played an important role in the campaign for independence.
  5. e) The granting of trading licences by the government selectively to European traders while deliberately denying then Africans.
  6. f) Ghana had comparatively better developed transport and communication system. Also being a small country, movement of information, ideas and people was easy, quick and efficient. This facilitated nationalist activities.
  7. g) The charismatic and strong leadership provided by Kwame Nkrumah brought cohesiveness among people of Ghana. He formed the CPP party, which became the symbol of struggle for the oppressed people of Ghana.
  8. h) The participation of Kwame Nkrumah in the Pan-African Manchester conference in 1945, which championed the right of countries to self-determination, made the country take the lead in Africa in championing this right.
  9. i) The people of Ghana were more exposed to international affairs than other countries in Africa due to its location in a region, which had the earliest contacts with European traders and colonizers.

The peak of nationalism in Ghana.On 28th February 1948, the ex-soldiers led the Accra riots, protesting to Governor Gerald Creasy the failed fulfillment of the government pledges while in service during the World WarII. Two rioters were killed. The shooting incident sparked of chaos in the town leading to another 29 Africans being killed. Nkrumah was arrested together with his colleagues popularly

known as the ‘Big Six’. (Nkrumah, Danquah, William Ofori, Addo, Adjei and Obetsebi Lamptey).

This arrest popularized Nkrumah among the Africans. The 1948 Alken Watson commission blamed the social-economic oppression for the riots. The governor ordered for constitutional reforms led by J.H Coussey.On 12th June 1949, Nkrumah broke ranks with the conservative UGCC senior members and formed the Convention People’s Party (CPP). His party gained support mainly from among the primary school leavers, store-keepers, artisans, peasants and cocoa farmers. Nkrumah advocated positive action through legitimate political action, newspaper and political campaigns and constitutional application of boycotts, strikes and non-cooperation based on the policy of absolute non-violence on the basis of Mahatma Gandhi teachings. He started a newspaper, The Accra Evening News to expound CPP views. He was arrested, but secured landslide victory in the February 1951 elections while in jail. He was released to become the leader of government business in the new cabinet. CPP also won in the 1954 elections in which a new party, the National Liberation Movement (NLM) had emerged to compete CPP. NLM membership mainly from the Ashanti, were uncomfortable with Nkrumah because;

~  He came from a small ethnic group little known in southern Ghana.

~  His radicalism did not please the conservative Ashanti leaders.

Again elections were called in July 1956 and CPP trounced NLM. This time, the British accepted the results and on 6th March 1957, the country attained political independence under Kwame Nkrumah

Achievements of CPP under Kwame Nkrumah

  1. a) CPP under Nkrumah united Africans of all ranks in Ghana in the struggle for national liberation.
  2. b) The party introduced the concept of positive action to pressurize the government to liberate Africans.
  3. c) CPP formed the first African government in Africa in 1951 after winning the elections. Under Nkrumah’s leadership, Ghana began attaining economic development.
  4. d) CPP, under Nkrumah, advocated for unity of all Africans in the country us other parties like NLM advocated for regionalism, a factor that enhanced progress towards political libration.How Kwame Nkrumah contributed to the liberation struggle in Africa.
  5. a) He funded nationalists in other countries e.g. Guinea and Algeria.
  6. b) He supported other African leaders who faced political threats from their former colonial masters.
  7. c) When some countries were faced with threats from their former colonial masters after independence like in the case of Patrice Lumumba in DRC, Nkrumah provided them with his support.
  8. d) He championed trade unionism in Africa.
  9. e) He attended pan-African congress in 1945 which was key to defining the liberation struggles in Africa.
  10. f) He initiated the formation of the Ghana- Guinea Union in 1958 as a practical step towards building African unity.
  11. g) He convened two pan-African conferences in April 1958 and the all African Peoples conference in December 1958 that led to the formation of O.A.U in 1963.

NATIONALISM IN MOZAMBIQUE

Mozambique was among the last countries in Africa to attain independence from the Portuguese. Even before the Berlin conference, Mozambique and Angola were considered Portuguese colonies owing to the later’s interests in the region dating back to the pioneer years.

Reasons for slow process in decolonization process of Mozambique.

  1. a) Mozambique was colonized by a colonial power that was very poor and backward and which needed to keep its hold on her to enable her economy grow. She was an important source of revenue for the Lisbon government.
  2. b) Mozambique housed many settlers who had invested heavily in farming, mining, building, construction and in other sectors. They were therefore reluctant to leave.
  3. c) Mozambique was an important market for Portuguese products. Portugal was not willing to let go easily.
  4. d) The support, which the colonial government got from South Africa, enabled them to get uranium, which they used, for making bombs used to suppress African independence riots. They also got electricity and assistance to built caborra bassa dam on Zambezi.
  5. e) Mozambique was big geographically with very poor infrastructure i.e. roads and

communication facilities. This hampered fast movement of people and ideas.

  1. f) Unlike other colonized countries, Mozambique suffered the worst kind of exploitation and repression/ rigorous censorship and surveillance by security forces, which discouraged emergence of nationalism.
  2. g) The Portuguese practiced racism out of fear that if they educated Africans and gave them equal status, the Africans would outnumber them and throw them out.

Factors for the growth of nationalism in Mozambique.

  1. a) The arbitrary replacement of the traditional rulers by the Portuguese administrators whenever they felt they were not performing.
  2. b) The massive alienation of African land by the Portuguese who pushed Africans to regions of unfavourable conditions.
  3. c) The exposure of Africans to severe economic exploitation like forced labour where the labourers faced mistreatment.
  4. d) The rampant racial discrimination through which Africans continued to lose agricultural land to the Europeans. Being from a poor country, the Europeans competed with Africans for simple jobs like taxi driving and often gaining advantage on racial lines.
  5. e) The Portuguese imposed many restrictions on Africans, limiting their freedom of expression and intellectual advancement. For example, General Salazar, who rose to power in the 1920s, ensured strict censorship of the press.
  6. f) The security police treated Africans with great cruelty. Any political unrest was crushed ruthlessly.

The peak of nationalism in Mozambique.

In early 1960, the Makonde people of Cabo Delgado province formed the MozambicanMakonde Union (MANU).In June 1960 MANU organized a peaceful protest but in which over 600 Africans perished in police firepower. The government outlawed all African organizations with membership of over thirty people. African political activities went underground. Mwalimu Julius Nyerere inviting some of the liberation groups to relocate to Tanzania in 1962. The political groups united to form the Liberation Front of Mozambique (FRELIMO) with Eduardo Mondlane Chirambo, formerly a lecturer at Syracuse University in USA, as its first president.From 1962 to 1964, FRELIMO undertook guerilla training in Bagamoyo and at the Mozambique institute in Dar es Salam in preparation for war. From September 1964, they began a full-scale war against the Portuguese along river Ruvuma and extending their attacks on the Cabo Delgado province. By 1967, the Portuguese forces numbered 65,000 soldiers.Mondlane Eduardo was assassinated in 1969. Samora Machel was elected to become the FRELIMO army commander in 1970.The coup d’etat in Lisbon in 1974 was a blessing to FRELIMO movement since soldiers who did not favour colonial wars by Marcello Caetano carried it out. The new military junta finally signed an agreement with FRELIMO the enabled the setting up of a transitional gover nment in September 1974. He handed over power to the Africans in 1975 with Samora Machel becoming the first president.

Machel died in 1986 in a plane crash blamed on the South African Apartheid regime, unhappy with his support for African nationalists in South Africa.Samora Machel’s widow, Graca Machel, married South African President Nelson Mandela in 1994.

Reasons why the struggle for independence in Mozambique was violent

  1. a) The depth of suffering by ordinary people in Mozambique was unbearable.
  2. b) The harshness of the Portuguese administration could only be matched with similar violence.
  3. c) The unwillingness of Portugal to ease her colonial hold and begin the process of

decolonization. (they were deeply entrenched in Mozambique)

  1. d) Extreme exploitation of Mozambique resources e.g. land, labour, minerals.
  2. e) Widespread land alienation left many landless.
  3. f) To uproot the Portuguese from Mozambique, they had to use full-scale military operation by the liberators because the masters did not see any sense of granting Mozambique independence peacefully.

Factors that facilitated the defeat of the Portuguese colonial armies by FRELIMO in Mozambique.

  1. a) A few Africans were privileged to acquire university education in Portugal and came to form the bulk of FRELIMO leadership.
  2. b) The overwhelming support Mozambique fighters received from other African states e.g. Tanzania, Zimbabwe and DRC. From these countries, they gained moral and military support.
  3. c) FRELIMO was a formidable, well-organized force, which witnessed rapid expansion from a mere 250 in 1964 to 35000 in 1967.
  4. d) The forested environment favoured guerilla warfare. Moreover, the soldiers knew the topography of the country.
  5. e) The local population gave their logistic support to the fighters, having become tired of the extreme suppression by the Portuguese administration.
  6. f) The movement fighters had their own supply of food.
  7. g) African countries through OAU were united against the Portuguese in Mozambique.
  8. h) The communist countries notably USSR and china gave FRELIMO military aid.
  9. i) FRELIMO adopted the right strategy; liberating the country bit by bit and systematically. This approach won the local people’s support for the movement.
  10. j) The FRELIMO Army consisted of all tribes, all sexes and all ages. The women played a very important role in the success of the war. I.e. spies, some fought, hiding the fighters and cooking for them.

Problems that faced FRELIMO in the war against Portuguese

  1. a) Africans experienced severe shortage of basic needs while in the forests. The government forces ensured that food and other supplies did not reach the fighters.
  2. b) The attitude of the church in Mozambique made many African faithful reluctant to support the liberation war. The church termed FRELIMO a terrorist organization.
  3. c) FRELIMO suffered internal divisions due to ideological differences and selfish ambitions among some of the nationalists. African elites like Reverend Uria Simango and Lazaro Kavandame saw FRELIMO as an instrument of acquiring assets for their own selfish benefits.
  4. d) Competition from rival guerilla movements like Revolutionary Committee of Mozambique (COREMO) which broke away from FRELIMO in 1965 due to the later’s lean towards socialism.
  5. e) The assassination of FRELIMO leader Eduardo Mondlane in Da es Salaam on 3rd February 1969 was a great blow to the nationalists.
  6. f) The brutality employed by the Portuguese in dealing with FRELIMO sympathizers. For example at Wiriyamu, in December 1972, 400 civilians, protesting against the Portuguese administration, were massacred.
  7. g) The apartheid regime in South Africa and the Unilateral Declaration of Independence regime in south Rhodesia combined forces to fight the nationalists in Mozambique since they were a threat to their countries.

SOUTH AFRICA.

The complex nature of nationalism in South Africa was due to the following reasons;

  1. a) The country was not colonized by one specific European power.
  2. b) The existence of valuable mineral deposits made the Europeans more aggressive in their efforts to control the wealth in South Africa. There existed different types of nationalism in South Africa namely;

~  The British nationalism

~  Afrikaner nationalism

~  African nationalism.

Afrikaner nationalism

Afrikaners were the Dutch speaking – speaking settlers. The Afrikaner nationalism emerged in the 19th century reaching its peak in 1948 when their Nationalist Party under Daniel F. Malanwon the lections introducing the Apartheid policy.

Reasons for the birth of Afrikaner Nationalism in South Africa.

  1. a) The desire to regain the culture against Anglicization, which they considered, was alien. (Anglicization of power, language and cultures)
  2. b) The Boers hated the British rule, which they considered as alien.
  3. c) The British were dominant in many spheres of life yet they could neither speak nor understand Afrikaners’ language.
  4. d) The Boers wanted to rule South Africa and restore Boer culture, language, education and literature.
  5. e) They favoured republican states and complete independence for South Africa and noncooperation with British to fulfill their divine mission of bringing civilization to the heathen.
  6. f) The Jameson raid flared up Boer sentiments. Jameson, a Briton led a force of 500 soldiers to invade Transvaal, a Boer territory.
  7. g) Formation of union of South Africa under British terms.

African Nationalism

Its roots are traced in the 17th century with the first Boer occupation of South Africa. Africans resisted strongly against the interference with their political freedom and economic resources. This was in form of the Xhosa and Ndebele wars of the 17th c and the Zulu wars of 1870s led by Cetewayo.In 1906, a Zulu chief named Bambata staged another African uprising this time against the British who had annexed the Zululand in 1887.From 1910, when the union of South Africa was created and the Afrikaners gained political control of South Africa, Africans lost all the political privileges they previously enjoyed like ability to vote and contest parliamentary seats.Africans founded independent churches and formed organizations like the Orange River Organization.

Factors for the growth of African nationalism in South Africa

  1. a) The role of the Christian religion whose ideals encouraged Africans to fight for equality, as all people were equal before God. The Boers however treated Africans with contempt.
  2. b) The exposure of Africans to severe economic exploitation like land alienation and causing them to be subjected to forced labour on Afrikaner farms. Even the native Land Act of 1913 denied Africans the right to purchase land outside the areas set aside for Africans.
  3. c) The influence of Pan-Africanism in South Africa as early as the 19th century when people like Rev. Dube founded the Ohlange Institute to educate fellow Africans in South Africa.
  4. d) The introduction of racial discrimination enshrined in the apartheid law of 1948 convinced Africans that only freedom could save them. All the best hotels, restaurants, schools, recreational centres and most fertile soils were reserved for the whites only.
  5. e) The Acquisition of western education by many Africans like Rev. Dube, Walter Sisulu and Nelson Mandela enabled them to articulate their grievances more forcefully. They became pioneers of early African political parties.
  6. f) The return of the ex-servicemen after the second world war which exposed the myth of the white supremacy making Africans ready to fight them. The war also exposed them to democratic ideals elsewhere.
  7. g) The great exploitation of African labour through Labour regulations and laws. For example, the Mines and Works Act of 1911 effectively excluded Africans from all skilled occupations confining them to manual occupations in Mines and farms.
  8. h) The development of large urban centres created an enabling environment for Africans to forge close inter-ethnic relations that enabled them to counter the Afrikaner racist policies.

Formation of the African National Congress, 1912

Opposition to the Natives Land Act  led to the formation of the South African Native NationalCongress (renamed the African National Congress [ANC] in 1923) by South Africa’s educated African elite in a meeting at Bloemfontein on January 8, 1912.

~  The founding president was John L. Dube, a minister and schoolteacher.

~   Pixley Ka Isaka Seme, a lawyer, was appointed treasurer.

~  Solomon T. Plaatye, a court translator, became secretary general.

~  Other members were Thomas Mapikela, Walter Robusana, Solomon Plaatye and Sam Makgatho.The congress was moderate in composition, tone, and practice. However, In 1940s, a militant form of nationalism emerged under the ANC Youth League formed in 1943 led by Nelson Mandela, Walter Sisulu and Oliver Tambo, emphasizing the inalienable right of the Africans to the African continent. As a result of the League’s activities, violent confrontations between ANC and the government broke out in 1952 in Witwatersrand, Kimberley and Eastern Cape.The Congress of the People and the Freedom CharterIn 1952, Albert Sisulu became the president of the organization and presided over the ‘congress of the people’ which adopted the ‘Freedom Charter’ on June 25 and June 26 1955.The congress drew 3,000 delegates from;

~  The black (the ANC).

~  White (the Congress of Democrats).

~  Indian and coloured (the the SA Coloured People’s Congress) political organizations

~  The multiracial South African Congress of Trade Unions (SACTU).

The Freedom Charter emphasized that South Africa should be a non-racial society with no particular group assumed to have special rights or privileges. After adoption of the charter, in 1956 the police arrested 156 leaders, including Luthuli, Mandela, Tambo, Sisulu, and others, and put them on trial for treason in a court case that dragged on for five years. The Pan-Africanist Congress and Sharpeville. The Africanists, led by Robert Sobukwe, criticized the ANC for allowing itself to be dominated by ‘liberal-left-multi-racialists”. They formed their own organization, the Pan-Africanist Congress (PAC) in 1959. In March 1960, the PAC began a national campaign against the pass laws. One such demonstration outside the police station at Sharpeville, the police fired on the demonstrators, killing at least 76 of them and wounding 186. Approximately 18,000 demonstrators were arrested, including the leaders of the ANC and the PAC, and both organizations outlawed.

The ANC and the PAC Turn to Violence

Prohibited from operating, both the ANC and the PAC established underground organizations in 1961. The militant wing of the ANC, Umkhonto we Sizwe (Spear of the Nation), targeted strategic places such as police stations and power plants. Poqo (Blacks Only), the militant wing of the PAC, engaged in a campaign of terror, targeting in particular African chiefs and headmen believed to be collaborators with the government and killing them. 17 Umkhonto leaders, including Walter Sisulu were arrested at Rivonia farm house. Along with Nelson Mandela, they were tried for treason. Albert Luthuli was confined by government to his rural home in Zululand until his death in 1967. Tambo escaped from South Africa and became president of the ANC in exile. Robert Sobukwe of Poqo was jailed on Robben Island until 1969 and then placed under house arrest in Kimberley until his death in 1978. The Johannesburg railway station bomber, John Harris, was hanged.

The Black conscious movement – Soweto, 1976

In the absence of other forms of political expression, young people sought alternative means to express their political aspirations. African university students, disappointed with the multiracial National Union of South African Students (NUSAS), decided to establish the South African Students’ Organization (SASO) in 1969 with Steve Biko, an African medical student at the University of Natal, as president.In 1972, a Black allied workers’ union and the Black Peoples’ Convention (BPC) was set up to act as a political umbrella organization for the adherents of black consciousness. In 1972, SASO organized strikes on university campuses resulting in the arrest of more than 600 students. On June 16, 1976, hundreds of high-school students in Soweto marched in protest against use of Afrikaans as a Language of instruction. Over 360 African school children were killed.On 12th September 1977, Steve Biko, who had been held in indefinite detention, died from massive head injuries sustained during police interrogation. In October 1977, SASO, the BPC and all black consciousness organizations were banned.

The peak of African nationalism in South Africa

In 1983, P.W. Botha’s government proposed establishment of separate houses of parliament for each racial group.  In place of the single House of Parliament were;

~  A 50-member (all-white) House of Assembly.

~  A 25-member (coloured) House of Representatives.

~  A 13 member (Indian) House of Delegates.

Implications and results

~  Whites thus retained a majority in any joint session.

~  Liberal government opponents denounced Botha’s plans arguing it would permanentlyexclude Africans from any political role in South Africa.

~  Most blacks strongly condemned the new constitution as it reinforced the apartheid notion.

~  Indians and coloureds also condemned the constitution feeling it  weakened their

participation in the political process

~  Radical Afrikaners, led by Eugene Terry Blanche, vowed to use all means, including violence, to make sure that apartheid was not weakened.The United Democratic Front (UDF), which was formed in late 1983 and the National Front (NF) aimed to use nonviolent means to persuade the government to withdraw its constitutional proposals and do away with apartheid. The UDF membership included, Bishop Desmond Tutu and the Reverend Allan Boesak, who emerged as its prime spokesmen.Black trade unions meanwhile resorted to economic and political protests. For example, TheNational Union of Mineworkers (NUM), formed in 1983 by Cyril Ramaphosa, successfully brought work in mines to a stop in a dispute over wage increases. By end of 1985, 879, fatalities and 8000 arrests were linked to political unrest. ANC and UDF were banned.Meanwhile, Supporters of the Zulu-dominated Inkatha Freedom Party (IFP) and the banned ANC clashed in an upsurge of “black-on-black” violence that would cause as many as 10,000 deaths by 1994.President Botha resigned under pressure on August 14, 1989, the Electoral College named de Klerk to succeed him in a five-year term as president.  In October 1989, De Klerk released Walter Sisulu and others except Mandela. He announced on February 2, 1990, the impending release of Mandela and unbanning of the ANC, the PAC, and the SACP, and the removal of restrictions on the UDF and other legal political organizations. Mandela was released on February 11, 1990, at age 71 after 27 years in prison. ANC officials elected Mandela deputy president in March 1990, under ailing president, Oliver Tambo.Between June 5, 1991 and June 17, 1991, the government repealed the pillars of apartheid, the Land Act of 1913, the Group Areas Act of 1950 and Population Registration Act of 1950, (the most infamous, which had authorized the registration by race of newborn babies and immigrants). Most international sanctions were lifted soon after the Population Registration Act, Group Areas Act, and Land Acts were repealed.

In mid-1992 due to escalating violence, by IFP supporters on ANC sympathizers in Boipatong delayed the process of negotiation for elections. On March 5, 1993, Chris Hani, the popular general secretary of the South African Communist Party (SACP), was murdered threatening the process again.On April 12, 1994, a team headed by former British foreign secretary Lord Carrington and former United States secretary of state Henry Kissinger attempted in vain to break the logjam that was keeping the IFP out of the elections. However, on April 19, Buthelezi –under intense pressure from trusted local and international figures—including a Kenyan diplomat professor Washington Okumu, relented and agreed to allow the IFP to be placed on the ballot.When the elections finally took place on schedule, beginning on April 26, 1994, ANC won 62.6 percent of the vote; the NP, 20.4 percent; and the IFP, 10.5 percent.  Mandela was unanimously elected president by the National Assembly on May 9, 1994, in Cape Town. He was inaugurated on May 10 at ceremonies in Pretoria.

Key South African Nationalists

Nelson Mandela

Nelson Mandela was born on 18 July 1918 in Umtata, to a Thembu royal family of Transkei. His forename Rolihlahla, means “troublemaker”.  Later he was given a clans’ name, Mandiba. His father, Gadla Henry Mphakanyiswa, was a local chief and councillor to the monarch. In 1926, Gadla was sacked for corruption. Nelson’s mother was Gadla’s third wife, Nosekeni Fanny, a member of the amaMpemvu clan of Xhosa.

At a local Methodist school when he was about seven, he was baptised and given the English forename of “Nelson”. His father died of an undiagnosed ailment when he was nine. Aged 16, he underwent the circumcision.

Mandela joined Clarkebury Boarding Institute in Engcobo, the best secondary school for black Africans in Thembuland. In 1937, he moved to Healdtown, the Wesleyan college in Fort Beaufort where he took an interest in boxing and running.  Mandela joined Fort Hare University, where he met Oliver Tambo, a long time friend. He was studying Bachelor of Arts but was expelled in his first year for being involved in a Students’ Representative Council boycott against university policies. Mandela relocated to Johannesburg, fearing early forced marriage, where met with his friend and mentor, Walter Sisulu.

After 1948 Mandela began actively participating in politics. He led in the ANC’s 1952 Defiance Campaign as secretary General of the youth league. Mandela and 150 other participants in the freedom charter adoption were arrested on 5 December 1956 and charged with treason. In 1961 Mandela became leader of the ANC’s armed wing, Umkhonto we Sizwe (Spear of the Nation). He coordinated sabotage campaigns against military and government targets.On 5 August 1962 Mandela was arrested and was imprisoned in the Johannesburg Fort. On 11 July 1963 police arrested other prominent ANC leaders at Rivonia, north of Johannesburg. Together with Mandela, they were charged with capital crimes of sabotage at the Rivonia Trial. All were sentenced to life imprisonment on 12 June 1964 on Robben Island. Mandela remained there for the next 18 of his 27 years in prison. In March 1982 Mandela was transferred to Pollsmoor Prison, along with other senior ANC leaders. In 1988 Mandela was moved to Victor Verster Prison where he remained until his release on 11 February 1990. Mandela returned to the leadership of the ANC led the party in the multi-party negotiations that led to the country’s first multi-racial elections in 1994. Mandela and President F. W. de Klerk were jointly awarded the Nobel Peace Prize in 1993. Mandela, as leader of the ANC, was inaugurated on 10 May 1994 as the country’s first black President after the 27th May 1994 Elections.As President from May 1994 until June 1999, Mandela presided over the transition from minority rule and apartheid. He helped to resolve the long-running dispute between Libya on one hand, and the US and Britain, over bringing to trial the two Libyans indicted of the Lockerbie bombing on 21 December 1988. Mandela decided not to stand for a second term and retired in 1999, to be succeeded by Thabo Mbeki. In July 2001 Mandela was diagnosed and treated for prostate cancer. In June 2004, at age 85, Mandela announced that he would be retiring from public life.On 8th December 2012; Mandela was hospitalized at a Military Hospital near Pretoria suffering from a recurring lung infection. On 15 December, Mandela had surgery to have gallstones removed. He was released from the hospital on 26 December 2012.Until July 2008 Mandela and ANC party members were barred from entering the United States—except to visit the United Nations headquarters in Manhattan—without a special waiver from the US Secretary of State, because of their South African apartheid-era designation as terrorists.

Robert Mangaliso Sobukwe

Sobukwe was born in Graaff-Reinet in the Cape Province on the 5 December 1924. He attended a Methodist college at Healdtown and later Fort Hare University where he joined the African National Congress Youth League (ANCYL) in 1948. In 1949 Sobukwe was elected as president of the Fort Hare Students’ Representative Council.

In 1950 Sobukwe was appointed as a teacher at a high school in  Standerton. In 1954 Sobukwe became a lecturer of African Studies at the University of the Witwatersrand. He identified with the Africanists within the African National Congress. He edited The Africanist Newspaper in 1957, criticizing the ANC for allowing itself to be dominated by ‘liberal-left-multi-racialists”. He later left ANC to form the Pan Africanist Congress (PAC). He became its first President in 1959.On 21 March 1960, Sobukwe led a march of PAC supporters to the local police station at Orlando, Soweto in order to openly defy the Pass laws. In a similar protest in Sharpeville, police opened fire on a crowd, killing 69 in the Sharpeville Massacre. Sobukwe was arrested, convictedof incitement, sentenced to three years in prison and later interned on Robben Island. Sobukwe was released in 1969 and allowed to live in Kimberley with his family under house arrest. He died on 27 Feb.  1978 Due to lung cancer and was buried in Graaf-Reinet on 11 March 1978.

Albert Luthuli

Albert Luthuli was born near Bulawayo, Rhodesia, around 1898 to a Seventh-day Adventist missionary John Bunyan Luthuli and Mtonya Gumede. When His father died, his mother returned to her ancestral home, Groutville in Stanger, Natal, South Africa to stay with his uncle, Martin Luthuli. On completing a teaching course at Edendale, Luthuli became principal and only teacher at a primary school in rural Blaauwbosch, Natal. Here he also became a lay preacher. In 1920 he declined a scholarship to University of Fort Hare to provide financial support for his mother. In1928 he became secretary of the African Teacher’s Association and in 1933 its president. He was also active in missionary work. He became chief in1936, until removed from this office by the government in 1952 due to what colonial authority called conflict of interest.In 1944 Luthuli joined the African National Congress (ANC). In 1945 he was elected to the Committee of the KwaZulu Province Provincial Division of ANC. A month later Luthuli was elected president-general of ANC. In 1955, he attended an ANC conference only to be arrested and charged with treason a few months later, along with 155 others. In December 1957, Luthuli was released and the charges against him dropped.  Luthuli’s leadership of the ANC covered the period of violent disputes between the  party’s “Africanist” and “Charterist” wings. In 1962 he was elected Rector of the University of Glasgow by the students, serving until 1965. In 1962 he published an autobiography titled: LET MY PEOPLE GOIn July 1967, at the age of 69, he was fatally injured in an accident near his home in  Stanger.

Methods used by nationalists in South Africa in their struggle for liberation from white minority rule

  1. a) They used force to fight for their independence.
  2. b) Africans used mass media to articulate their grievances, spread propaganda and mobilize the masses.
  3. c) Riots e.g. the Soweto riots of 1976 against the proposal to make Afrikaner (Boer language) the medium of instruction in all schools.
  4. d) There were demonstrations against Press Laws in 1960 at Sharpeville leading to massacres.
  5. e) Guerilla fighters trained in Algeria, Ghana etc carried out acts of sabotage like bombing strategic installations and power plants.
  6. f) The role of the clergy .e.g. Desmond Tutu who bitterly campaigned worldwide against apartheid.
  7. g) Use of diplomacy and negotiations to convince the whites about the futility of apartheid policy.
  8. h) Use of slogans such as Freedom Charter (1955) which proclaimed south Africa belonged to all races and called for political, social and economic equality
  9. i) They sent petitions, delegations to international forum.
  10. j) They formed political parties e.g. ANC, PAC, UDF and trade union activism to pressurize the government to change.
  11. k) They used job boycotts and strikes.
  12. l) They organized defiance campaigns and demonstrations in the streets to provoke the police to arrest them.
  13. m) They formed underground movements after the Umkhonto we Sizwe.
  14. n) Pressure from youth groups e.g. Steve Biko formed the Black Consciousness Movement as a weapon to counter oppression through organized strikes.
  15. o) Africans serving jail terms organized hunger strikes.

Problems encountered by African nationalists in South Africa

  1. a) The colonial government employed the method of Banning of political organizations as a means of frustrating the struggle for independence. .g ANC, PAC, and CP which restricted their activities
  2. b) The Nationalists were harassed, arrested and detained or jailed by the authorities e.g. Mandela, Oliver Tambo Sisulu, Sobukwe e.t.c
  3. c) Many were forced into exile or flee the country in search of political asylum and restriction.
  4. d) A lot of violence was unleashed on them/ Killing of many nationalists and Africans such as Steve Biko and the 1960 Sharpeville massacre of school children spreading fear.
  5. e) Deliberate policy of divide and rule was employed to weaken African unity e.g.

establishment of black homelands or Bantustans which eventually brewed the conflict between ANC and IFP of Buthelezi.

  1. f) The racist regime used emergency powers to harass and frustrate Nationalist leaders.
  2. g) The nationalists faced the problem of lack of money and other resources which slackened the struggle.
  3. h) Nationalists were denied access to state owned radio and other media outlets. Those media were instead used as a means of propaganda against the nationalists.
  4. i) Banning of trade unions also frustrated the activities of nationalists. Where they were allowed to exist, they were monitored by the police.
  5. j) The nationalists faced the challenge of movement restrictions through the pass laws that were introduced.
  6. k) African Journalists were harasses and their newspapers proscribed by the government.

LIVES AND CONTRIBUTIONS OF KENYAN LEADERS

Jomo Kenyatta.

Early life

Jomo Kenyatta was born Kamau wa Ngengi to Ngengi wa Muigai and Wambui in Gatundu, Kiambu on 20th October 1891. His father died while Kamau was very young was adopted by his uncle Ngengi, who inherited his mother. When his mother died during childbirth, young Kamau moved from Ng’enda to Muthiga to live with his medicine man grandfather Kũngũ wa Magana.He joined the Church of Scotland Mission (CSM) at Thogoto, as a resident pupil. In 1912, having completed his mission school education, he became an apprentice carpenter. In 1914, he converted to Christianity, assuming the name Johnstone Kamau. He left the mission later that year to seek employment as an apprentice carpenter on a sisal farm in Thika.To avoid forced recruitment as WWI soldier, he lived with Maasai relatives in Narok, where he worked as a clerk for an Asian contractor. He took to wearing a traditional beaded belt known as a ‘Kenyatta’, a Swahili word which means ‘light of Kenya’.In 1922 Kamau adopted the name Jomo Kenyatta, and began working for the Nairobi Municipal Council Public Works Department as a store clerk and water-meter reader.

Marriage and family.

In 1919 he married Grace Wahu. On 20 November 1920 Kamau’s first son Peter Muigai was born. Grace Wahu lived in the Dagoretti home until her death in April 2007 at the age of around 100.In 1942, he married Edna Clarke and Peter Magana was born in 1943. In 1951 Kenyatta married Ngina Muhoho, daughter of Chief Muhoho and was independent Kenya’s First Lady, when Kenyatta was elected President.

Kenyatta and politics

Kenyatta joined the EAA in 1922 which disbanded in 1925.Kenyatta worked as editor of the KCA’s journal between 1924 and 1929, and by 1928 he had become the KCA’s general secretary. In May 1928 Kenyatta launched a monthly Kikuyu-language newspaper called Mwĩgwithaniawhich was intended to draw all sections of the Kikuyu together. He also made a presentation on Kikuyu land problems before the Hilton Young Commission in Nairobi in the same year.In February 1929 Kenyatta was dispatched to London to represent the KCA in discussions with the Colonial Office. He wrote several letters and in the letter published in The Times in March 1930 set out five points:

~  The security of land tenure and the return of the land taken by European settlers.

~  Improved educational opportunities for Black Africans.

~  The repeal of Hut and poll taxes.

~  Representation for Black Africans in the Legislative Council.

~  Freedom to pursue traditional customs (such as female genital mutilation)

He returned to Kenya on 24 September 1930. He returned to London in 1931. In 1932 to 1933, he briefly studied economics in Moscow. at University College London from 1935 studied social anthropology. Kenyatta published his own book, Facing Mount Kenya in 1938.

Kenyatta and pan-Africanism.

In 1945, with other prominent African nationalist figures, such as Kwame Nkrumah of Ghana, Kenyatta helped organize the fifth Pan-African Congress held in Britain.

Kenyatta and the struggle for independence.On arrival into Kenya in 1947, he became principal of Kenya Teachers College Githunguri.In 1947, he was elected president of the Kenya African Union (KAU) after James Gichuru stepped down.From 1948 to 1951 he toured and lectured around the country. He also published My People of Kikuyu and The Life of Chief Wang’ombe, a history shading into legend.The Mau Mau Rebellion began in 1951 and KAU was banned, and a state of emergency was declared on 20 October 1952. Kenyatta was arrested in October 1952 and indicted with five others (Bildad Kaggia, Fred Kubai, Paul Ngei, Achieng Oneko and Kung’u Karumba).At Kapenguria trials lasting 5 years, Rawson Macharia who was the main prosecution witness later confessed that he had been bribed to give false information about Kenyatta. The defense was led by British barrister D.N. Pritt. The court led by Judge R.S. Thacker, sentenced Kenyatta and his team on 8 April 1953 to seven years imprisonment with hard labour and indefinite restriction thereafter.Kenyatta remained in prison at Lokitaung in north western Kenya until April 1959, after which he was detained in Lodwar.On 14 May 1960, he was elected KANU President in absentia.  In 1960, Ambu Patel, a follower of Mahatma Gandhi formed the ‘Release Jomo Kenyatta Committee’. On 23rd march 1961, Kenyan leaders visited him in Lodwar. On 11 April 1961, he was moved to Maralal with daughter Margaret. On 14 August 1961, he was released.

Leadership

Kenyatta was admitted into the LegCo after his release in 1961, after Kariuki Njiiri gave up his Kigumo seat for him. In 1961 and 1962, he led the KANU delegation to first and second Lancaster Conference in London to negotiate Kenya’s independence constitution.

Elections were then held in May 1963 and KANU beat KADU by winning 83 seats out of 124. On 1 June 1963, Kenyatta became prime minister of the autonomous Kenyan government. On 1 June 1964, Kenyatta became an executive President following amendment of the Constitution to make Kenya a republic.

Commentary

Historians have questioned Kenyatta’s alleged leadership of the radical Mau Mau movement. Kenyatta was in truth a political moderate. It is even alleged that the colonial administration deliberately arrested him to protect him from the radical KAU members who accused him of betraying their course. (There were three attempts to assassinate him before he was arrested). His marriage of Colonial Chief’s daughters, his post independ-ence Kikuyu allies mainly being former colonial collaborators, and his short shrift treatment of former Mau Mau fight ers after he came to power, all strongly suggest he had scant regard for the Mau Mau

Kenyatta and nation building

On 10 November 1964, KADU officially dissolved and its representatives joined KANU, forming a single party. Kenyatta was re-elected un-opposed in 1966, and the next year had the Constitution amended to expand his powers. In the 1969 elections, Kenyatta banned the only other party, KPU led by Jaramogi Oginga Odinga, detained its leaders, and called elections in which only KANU was allowed to participate.  Kenyatta made use of detention, ethnic loyalties, and careful appointment of government jobs to maintain his commanding position in Kenya’s political system.Kenyatta was again re-elected unopposed as President in 1974He remained president until his death four years later in 1978.

 

 

Sickness and Death

President Kenyatta had suffered a heart attack in 1966. In April 1977, then well into his 80s, he suffered a massive heart attack.On 14 August 1978, he hosted his entire family, including his son Peter Magana who flew in from Britain with his family, to a reunion in Mombasa. On 22 August 1978, he died in Mombasa due to ‘old age’. He was buried on 31 August 1978 at a mausoleum on Parliament grounds.Kenyatta’s tenure as president featured the following problems.

  1. a) There was a great split within KANU due to his land policy. Kenyatta compromised with the whites over their property. The Land-buying companies formed to buy European farms favoured one community.
  2. b) From the onset of independence, KADU advocated for Majimboism and therefore opposing national unity.
  3. c) The 1966 term featured border conflicts with Somalia, and more political opposition. He made the Kikuyu-led KANU practically the only political party of Kenya. He placed several of his Kikuyu tribesmen in most of the powerful state and security offices and posts.
  4. d) Increasing loss of confidence in his government suspected of complicity in murders of Pio Gama Pinto, Tom Mboya and J.M. Kariuki. MP and Lawyer C.M.G. Argwings-Kodhek and former Kadu Leader and Minister Ronald Ngala.
  5. e) Poverty, ignorance and disease were serious problems in Kenya in the early years of independence.
  6. f) There was shortage of manpower since the inherited educational policy left Africans illequipped for skilled employment.
  7. g) Kenya did not have adequate funds to provide for is development needs.
  8. h) There was a serious problem of poor transport and communication.
  9. i) The existence of Banditry (Shifta Menace) in north-eastern kenya also shifted attention from economic development.

Achievements.

  1. a) Mzee Jomo Kenyatta is credited with leading Kenya to independence and setting up the country as a relatively prosperous capitalist state.
  2. b) He oversaw a peaceful land reform process, oversaw the setting up of the institutions of independent Kenya, and also oversaw Kenya’s admission into the United Nations.
  3. c) During his reign, the country was reasonably well governed, peaceful and stable, the economy developed and grew rapidly and attracted high levels of foreign investment, and a black Kenyan professional and business middle class was established.

Failures

  1. a) Kenyatta failed to mould Kenya, being its founding father, into a homogeneous multi-ethnic state. The country remains a de facto confederation of competing tribes.
  2. b) His resettlement of many Kikuyu tribesmen in the country’s Rift Valley province is widely considered to have been done unfairly.
  3. c) His authoritarian style, with elements of patronage, favouritism, tribalism and/or nepotism drew criticism and dissent, and set a bad example followed by his successors.
  4. d) He had the Constitution radically amended to expand his powers, consolidating executive power.
  5. e) He was also been criticized for ruling through a post colonial clique of his relatives, mainly African Kikuyu colonial collaborators from Kiambu, while giving scant reward to the real fighters for Kenya’s independence.
  6. f) Kenyatta has further been criticized for encouraging the culture of wealth accumulation by public officials their office influence, thereby deeply entrenching corruption in Kenya.
  7. g) His policies are also criticized for leading to a large income and development inequality gap in the country favouring mainly Nairobi and the Country’s Central Highlands, over others.

Tom Mboya

Thomas Odhiambo Mboya was born on August 15, 1930 in Kilimambogo, near Thika town.In 1942, he joined St. Mary’s School Yala. In 1946, he went  to the Holy Ghost College (later Mang’u High School), where he passed well enough to proceed to do his Cambridge School Certificate. In 1948, Mboya joined the Royal Sanitary Institute’s Medical Training School at Nairobi, qualifying as an inspector in 1950 and employed by the Nairobi City Council.In 1955, he attended Ruskin College, Oxford, where he studied industrial management. In 1956, he returned to Kenya and joined politics at the height of Mau Mau uprising.

Political life

A year after joining African Staff Association, he was elected its president. He molded it into a trade union named the Kenya Local Government Workers’ Union. Upon returning from Britain, he contested and won a seat against incumbent C.M.G. Argwings-Kodhek. In 1957, he formedhis own party, the People’s Congress Party. In 1958, during the All-African Peoples’ Conference in Ghana, convened by Kwame Nkrumah, Mboya was elected as the Conference Chairman at the age of 28.In 1960, Mboya together with others formed KANU. As Secretary General of KANU, Mboya headed the Kenyan Lancaster House delegation.After Kenya’s independence on 1 June 1963, Mboya was elected as an MP for Nairobi Central Constituency (today: Kamukunji Constituency) and became Minister of Justice and Constitutional Affairs.As Minister for Economic Planning and Development, he wrote “Sessional Paper 10” (adopted by Parliament in 1964), which provided a model of government based on African values.He was gunned down on July 5, 1969 on Moi Avenue, aged 38 years.Mboya left a wife and five children. He is buried in a mausoleum located in Rusinga Island which was built in 1970.

 

 

 

Ronald Ngala

Early career

Ngala was born in 1922 at Gotani in Giriama country. In 1929 the family moved to Vishakani near Kaloleni, which was to be Ngala’s home for the rest of his life. Ngala attended Alliance High School and Makerere University College where he gained a teaching diploma. He worked as a teacher and later became headmaster of Mbale Secondary School in Taita-Taveta. In 1952 he was transferred to Buxton School in Mombasa where he served as the principal.

Political career

Ngala was elected to the Legislative Council in 1957 to represent the Coast Rural constituency.He formed the African Elected Members Organization (AEMO) together with other elected African MPs.at a meeting held on May 14, 1960 in Kiambu he was elected as the KANU’s treasurer, a position he declined to take. At a meeting held in Ngong on June 25, 1960, the Kenya African Democratic Union (KADU) was formed with Ngala as its leader, in opposition to KANU.At the 1961 legislative council elections Ngala formed the first African government. Ngala became Leader of Government Business and later Prime Minister.On 12 November 1964 the leaders of KADU, including Ronald Ngala, Masinde Muliro and Daniel arap Moi decided to dissolve KADU and join KANU. Ngala in the post independence periodRonald Ngala was made Minister of Cooperatives and Social Services in the Kenyatta government. He went on to become one of KANU’s vice-presidents at the 1966 Limuru Conference. Ngala remained active in the government until he died in a road accident in 1972. The circumstances of Ngala’s death in 1972 were suspicious.

Daniel Arap Moi

Early life and entry into politics

Daniel Arap Moi was born on 2nd September, 1924 in Kurieng’wo in Sacho Location of Baringo County, raised by his mother Kimoi Chebii following the early death of his father.  His elder brother Tuitoek played a guardian role, influencing him to go to school at an early age. In 1934, Moi joined African Inland Mission School, Kabartonjo. On October 20th 1936 he was baptised Daniel. In 1938, he transferred to African Inland Mission, Kapsabet and later to Government African School, Kapsabet where he was a school captain and a captain of the football team. He attended Tambach Teachers Training College. He worked as a teacher from 1946 until 1955. He was posted as a Head teacher at Kabarnet where he studied privately and passed London Matriculation Examinations. He was promoted in 1949 to the rank of P2 and transferred to Tambach Government African School as a Teacher Trainer. President Moi married Helena (Lena) Bommet in 1950 and they were blessed with 8 children; 3 daughters and five sons, (Jennifer, Doris and adopted daughter June; Jonathan, Raymond, John Mark, Philip and Gideon).  But they separated in 1974, before his presidency.. Lena died in 2004.

 

Moi’s long political career.

In October 1955 the Electoral College selected Moi from a list of eight nominated candidates to fill a vacancy left by Joseph ole Tameno who resigned from the unofficial benches of the legislative council. In 1957, when elections were held, for LEGCO, Moi won with a landslide against Justus Ole Tipis and later joined AEMO. In 1959, he led AEMO members to visit Jomo Kenyatta in detention in Lodwar. In 1960 he founded the Kenya African Democratic Union (KADU) with Ronald Ngala to challenge the Kenya African National Union (KANU) led by Jomo Kenyatta.Moi was among the Kenyan delegation under the auspices of KADU who went to the London Constitutional talks of June 1960. Moi was elected to the Kenyan parliament in 1963 from Baringo North. Since 1966 until his retirement in 2002 he served as the Baringo Central MP and only served as a vice -president from 1967 until 1978 when he became the president.In 1976, the Kiambu Mafia, tried to infamously change the constitution to prevent the vicepresident automatically assuming power in the event of the president’s death. However, Kenyatta withstood the political pressure and safeguarded Moi’s position.

Presidency

When Jomo Kenyatta died on 22 August 1978, Moi became president. Political realities dictated that he would continue to beholden to the Kenyatta system which he had inherited. On 1 August 1982, fate played into Moi’s hands when forces loyal to his government defeated an attempted coup d’état by Air Force officers led by Hezekiah Ochuka. Moi took the opportunity to dismiss political opponents and consolidate his power reducing the influence of Kenyatta’s men in the cabinet. He appointed supporters to key roles and changed the constitution to establish a de jure single-party state.

Moi, his regime now faced an economy stagnating under rising oil prices and falling prices for agricultural commodities, singlehandedly convinced the KANU delegates at a conference at Kasarani in December, 1991 over the restoration of a multi-party systemin 1992 and 1997, marred by political violence and  absence of an effective and organized opposition, Moi had no difficulty in winning, skillfully exploited Kenya’s mix of ethnic tensions. Mwai Kibaki was elected President on 29 December 2002 and Moi handed over power to him.

Moi After retirement.

After leaving office in December 2002, Moi lived in retirement but still retained some popularity with the masses. He spoke out against a proposal for a new constitution in 2005.  On 25 July 2007, Kibaki appointed Moi as special peace envoy to Sudan.

On 28 August 2007, Moi announced his support for Kibaki’s re-election. Moi owns the Kiptagich Tea Factory, established in 1979, which in 2009 the factory was under threat of being closed down by the government during the Mau Forest evictions.

Challenges and achievements

The major test to His leadership was in August 1982 when a detachment of Airforce soldiers attempted to overthrow his government but they were crushed.

Achievements

~  Moi served as Chairman of the Organization of African Unity (OAU) for two consecutive terms – 1981 and 1982.

~  He has also been involved in mediation between various conflicting sides in Uganda, Congo, Somalia, Chad, Sudan, Mozambique, Eritrea/Ethiopia, Rwanda, and Burundi etc.

~  He served as Chairman of Preferential Trade Area (1989-1990), COMESA (1999-2000), E.A. Co-operation (1996- 2002) and Inter-Governmental Authority on Development IGAD (1993 -1998).

~  He has travelled widely, being called upon as a president to provide peace keeping forces in troubled parts of the world like Chad, Uganda, Namibia, Mozambique, Iran/Iraq, Kuwait, Yugoslavia, Liberia, Morocco, Angola, Serbia/ Croatia, D.R. Congo, Sierra Leone and East Timor.

~  Moi has supported the formation of regional economic bodies to increase trade and as a means for the developing countries to have a united voice in the global economy.

~  On 30th December 2002, Moi handed over power to Mwai Kibaki in a peaceful transition

that followed the Narc victory over Kanu in the December 2002 General Elections.

~  Currently, Moi is setting up a foundation through which he hopes to participate in solving conflicts in the horn of African and the Great Lakes Region as well as help rehabilitate  street children and those orphaned by HIV/aids.

Jaramogi Ajuma Oginga Odinga (Oct.1911 – Jan 20, 1994).

Early years and career

Oginga Odinga was born at Nyamira Kang’o, in Sakwa location in Bondo, in October, 1911. Christened Obadiah Adonijah, he later renounced his Christian names and became known as Ajuma Oginga Odinga.Young Odinga began his formal education in 1926, at Maranda. He sat for his common entrance examination in 1929. He Attended Maseno School where he sat his STD 8 exams in 1934. He enrolled at Alliance High School in 1935 upto, finishing his formal education with a diploma in education from Makerere University College in 1939.  From 1940 to 1942 Odinga taught mathematics at the Church Missionary Society school, Maseno.  From 1943 to 1946 he was headmaster of the Maseno Veterinary School. Odinga and Economic and social independence

In 1944, he quit teaching and formed the Bondo Thrift Association in 1945.In 1947, he founded the Luo Thrift and Trading Corporation for commercial and political

purposes, serving as its managing director until 1962. LUTATCO build their first shop, MasenoStore, posho mills at Ngiya, Bondo and Dudi. The company owned Ramogi Press in Nairobi in 1947, publishing a Dholuo newspaper, Ramogi, edited by Achieng Oneko, Odinga’s student in Maseno School. They also published Nyanza Times, Radioposta, Sauti ya Mwafrika and Mumenyereri. Between 1956 and 1957, they built Ramogi House and Africa House Kisumu.

He helped to form the Luo Union, which brought together all the Luo people. His efforts earned him admiration and recognition among the Luo, who revered him as Ker – a title previously held by the fabled classical Luo king, Ramogi Ajwang, who reigned 400 years before him. Odinga became known as Jaramogi (man of the people of Ramogi).

Odinga travelled across the major towns in East Africa raising funds that resulted in the building of the Ofafa Memorial Hall in Kisumu in 1957 which became the headquarters of the Luo Union.

Odinga’s political contributions (1948-1963)

In 1947, he won the central Nyanza African District Council elections. In 1948 he joined Kenya African Union (KAU) having been influenced by  a Luo Union and KAU leader, Ambrose Ofafa. In 1957 and became the political spokesman of the Luo. The same year, he was elected member of the Legislative Council for the Central Nyanza constituency.  He became the chairperson of AEMO formed by the eight African elected Members of the LEGCO. He with Mboya and Kiano formed the Kenya Independence Movement after AEMO began to disintegrate. After the 1960 Lancaster House Conference, attended by a unified African delegation, Odinga emerging as one of the radical group leader, dissatisfied Africans with the conference decisions.Odinga and other members of the legislative council formed the Kenya African National Union (KANU). Odinga’s KANU used its strong showing in the 1961 general elections to help gain Kenyatta’s release.

Odinga after independence

Kenya gained independence in Dec 1963, and Odinga was appointed minister for home affairs.When Kenya became a Republic in 1964, he was its first Vice-President. As VicePresident he did not agree with Jomo Kenyatta’s government, and he resigned his post and quit KANU in 1966 to form the Kenya People’s Union (KPU). He openly challenged the government’s use of private and foreign investment capital and its close ties with the West.Within KANU, a coalition formed against Odinga and in 1966 a KANU reorganization conference abolished his post of party vice-president. In October 1969, Odinga together with Achieng Oneko and other KPU members were jailed by the government. The KPU was banned, and he stayed in prison for 15 months. Odinga remained an opposition leader throughout the1970s. After Kenyatta’s death in 1978, the new president, Daniel Arap Moi, tried to bring Odinga back into KANU. Moi, appointed Odinga as chairman of the Cotton Lint and Seed Marketing Boardwhere he did not last long, because he was still outspoken against Kenyatta’s policies.  When Odinga was reinstated into the party in 1980, he attacked Moi and Kenyatta as corrupt and protested U.S. military presence in Kenya.Odinga attempted to register a political party in 1982, but his plans were foiled when Kenyawas made a de jure single-party state in 1982, KANU party again banished Odinga.Throughout the 1980s, Odinga remained vocal in calling for democracy. In 1984, he tried to launch and register the Ramogi Development Trust (RADET) but the government denied it registration.

 

Odinga and the Struggle for multi-parytism in the 1990s

In 1991, Odinga founded the National Democratic Party, but the government refused to recognize it and briefly jailed Odinga. Later that year Odinga and five other opposition leaders formed the Forum for the Restoration of Democracy (FORD). But FORD split in 1992, and Jaramogi formed FORD-K finishing fourth behind Moi, Matiba and Kibaki.

In 1993, Odinga’s reputation suffered when he admitted taking a campaign contribution from a bank accused of bribing government officials. In the months before his death in January 1994, Odinga tried to reconcile his branch of FORD with KANU, but without success.

Wangari Maathai

Early life of Wangari Maathai.

Maathai was born on April 1, 1940 in the Ihithe village, Nyeri County, in the

central region to Muta Njugi, a farm labourer on a white owned farm in the rift valley.  In 1950, she joined Ihithe Primary School for primary education in 1951, Maathai moved to St. Cecilia’s Intermediate Primary School at the Mathari Catholic Mission in Nyeri where she studied for four  years.During this time, she converted to Catholicism, taking the Christian name Mary Josephine. In 1956 she joined Loreto High School Limuru.

She was chosen to study at American universities in September 1960 under the Kennedy Airlift or Airlift Africa. In 1964, she joined the University of Pittsburgh to study for a master’s degree in biology.In January 1966, upon her return to Kenya, Maathai dropped her Christian name, preferring to be known by her birth name, Wangari Muta. In April 1966, she met Mwangi Mathai, whom she later married in 1969 and had three children with him.In 1971, she became the first Eastern African woman to receive a Ph.D., (in Anatomy) from the University of Nairobi. She was a member of the Nairobi branch of the Kenya Red Cross Society, becoming its director in 1973. In 1979, her husband, Mwangi Mathai divorced her, saying she was too strong-minded for a woman and wife and accusing her of adultery with another Member of Parliament.

Wangari Maathai as political activist.

In 1979, Maathai ran for the position of ch airman of the National Council of Women of Kenya (NCWK). She lost, but was chosen to be the vice-chairman of the organization.  In 1980, Maathai was elected chairman of the NCWK unopposed. However NCWK was left virtually bankrupt, as Future funding by government was channeled to Maendeleo Ya Wanawake a progovernment splinter group.In 1982, she resigned from the University of Nairobi to campaign for a Parliamentary seat in her home region of Nyeri. However, she was disqualified from vying.On February 28, 1992, Maathai and others took part in a hunger strike in Uhuru Park, to pressure the government to release political prisoners. The protest continued until early 1993, when the prisoners were finally released. After the first multi-party election of Kenya, in 1992, Maathai traveled with friends and the press to areas of violence in order to encourage them to cease fighting. After her friend and supporter Dr. Mukanga was kidnapped, Maathai chose to go into hiding.During the elections of 1997, Maathai ran for parliament and for president as a candidate of the Liberal Party. She lost the election.On July 7, 2001, shortly after planting trees at Freedom Corner in Uhuru Park in Nairobi to commemorate Saba Saba Day, Maathai was again arrested. Later that evening, she was again released without being charged.Maathai again campaigned for parliament in the 2002 elections, this time as a candidate of the National Rainbow Coalition; she won with an overwhelming 98% of the vote. In January 2003, she was appointed Assistant Minister in the Ministry for Environment and Natural Resources and served in that capacity until November 2005. In December 2007, choosing to run as the candidate of a smaller party  Maathai was, defeated in the parliamentary election. The life of Wangari Maathai as an environmental conservationist.Following the establishment of the Environment Liaison Centre in 1974, Maathai became the chair of the board.  In 1974, with her husband as the MP for Lang’ata constituency, Maathai founded the Envirocare Ltd., a business that involved the planting of trees to conserve the environment. This led to the planting of her first tree nursery, in a government tree nursery in Karura Forest. On June 5, 1977, marking World Environment Day, Maathai led the NCWK in a procession from Kenyatta International Conference Centre to Kamukunji Park where they planted seven trees in honor of historical community leaders.

This was the first “Green Belt” planted by what became the Green Belt Movement.

In 1982, she was approached by Wilhelm Elsrud, executive director of the Norwegian Forestry Society. Who partnered with the Green Belt Movement and offered her the position of coordinator. In 1987, Maathai stepped down as chairman of the NCWK and focused her attention on the newly separate nongovernmental organization.In October 1989, Maathai learned of a plan to construct the 60 -story Kenya Times Media Trust Complex in Uhuru Park. Her protests, some leading to her being harassed, led to the foreigninvestors to cancel the project in January 1990. In June 1992, both Maathai and President Arap Moi traveled to Rio de Janeiro for the UN Conference on Environment and Development (Earth Summit) where she became a chief spokesperson despite government protest. In 1998, Maathai protested against the privatization of large areas of pu blic land in the Karura Forest. In August 16, 1999, when the president announced that he was banning all allocation of public land.On October 8, 2004, Maathai became the first African woman, and the first environmentalist, to win the Nobel Peace Prize for her contribution to sustainable development, democracy and peace.On March 28, 2005, she was elected the first president of the African Union’s Economic, Social and Cultural Council and was appointed a goodwill ambassador for an initiative aimed at protecting the Congo Basin Forest Ecosystem.

Achievements of Wangari Maathai

  1. a) As a member of the Kenya Association of University Women, she was on the forefront in campaigning for equal benefits for the women while at the university and also as a member National Council of Women of Kenya (NCWK).
  2. b) She succeeded in stopping the government from encroaching on a public utility at Uhuru park to construct the 60-story Kenya Times Media Trust Complex.
  3. c) She succeeded in pressurizing the government to release political prisoners through painful hunger protests at Uhuru Park. The prisoners were released in early 1993.
  4. d) Maathai was the first African woman, and the first environmentalist, to win the Nobel Peace Prize for her contribution to sustainable development, democracy and peace.
  5. e) Maathai has been very instrumental in environmental protection through the Green Belt Movement.

THE FORMATION, STRUCTURE AND FUNCTIONS OF THE GOVERNMENT OF KENYA.

THE ELECTORAL PROCESS.

Role of the Independent Electoral and Boundaries Commission in Kenya.

  1. a) The Commission is responsible for conducting or supervising referenda and elections to any elective body or office.
  2. b) It is responsible for continuous registration of citizens as voters and regular revision of the voters’ roll.
  3. c) It Prescribes and reviews electoral boundaries in constituencies and wards at intervals of not less than eight years, and not more than twelve years. The constitution provides for 290 constituencies established under the following considerations;

~  Community of interest, historical, economic and cultural ties

~  Geographical features and urban centres

~  Means of communication

  1. d) It is responsible for regulation of the process by which parties nominate candidates for elections.
  2. e) The commission is responsible for settlement of electoral disputes, including disputes relating to or arising from nominations. However it does not handle election petitions and disputes subsequent to the declaration of election results.
  3. f) The registration of candidates for election.
  4. g) Educate/informs the public on the requirements for voters and contestants
  5. h) Facilitation of the observation, monitoring and evaluation of elections.
  6. i) It is responsible for regulation of the amount of money that may be spent by or on behalf of a candidate or party in respect of any election.
  7. j) Identifies, appoints and trains election officials.
  8. k) Verifies and announces election results
  9. l) Prepares ballot papers and other election materials.
  10. m) Identifies and recommends polling stations.

Types of elections.

There are three types of elections in Kenya;

  1. a) General elections. These are elections held after every five years. Initially they were meant to be held on the second Tuesday in August on the fifth year. But this has since been altered due to the delay in new constitution implementation process
  2. b) By elections. These are elections of new leaders to fill vacant seats left following deaths of occupants, resignation or annulment of their election through successful petition in court.
  3. c) Re –run elections– this are elections held exactly one month after the general elections involving only two presidential candidates in case of no clear winner in the general election.

Why Kenyans elect their representatives to parliament every five years.

  1. a) It is a constitutional requirement that Kenyans elect MPs after every five years.
  2. b) The elections give Kenyans a chance to practice their democratic right of choosing their representatives.
  3. c) It enables Kenyans control their elected representatives i.e. the fear of losing election ensures that elected representative serve the electorate well.
  4. d) It enables Kenyans choose between representatives and between parties that express the policies that they agree with.
  5. e) Through periodic elections, Kenyans are able to participate in activities of their government

The following methods have been used in elections in Kenya.

  1. a) Mololongo (queuing)
  2. b) Acclamation
  3. c) Secret ballot.

THE 2007 ELECTIONS IN KENYA

The electoral process that was adopted by the ECK under the stewardship of Samuel Kivuitu in the 2007 election was very unfair and yielded false results. This caused the outbreak of violence, bloodshed, destruction and loss of property.The Kreigler commission that was formed to look into the causes of the 2008 violence reported the following weaknesses.

  1. a) Irregularities in the voter register which excluded 30% of the potential voters the register contained names of deceased persons. Women who had attained the voting age were found to be under represented.
  2. b) Imbalanced distribution of registered voters among constituencies. Some constituencies like Embakasi had over 200, 000 registered voters while others like Mandera East had less than 20,000 registered voters.
  3. c) Rampant cheating where in some cases the votes cast were more than 100% of the registered voters.
  4. d) Existence of exclusive strongholds with some electoral areas being out of bounds for some political parties.
  5. e) There was a defective system of voter tallying and relaying of information. Some of those declared winners finally lost their seats through election petitions.
  6. f) Incompetence of the ECK officials with even the chairmen stating clearly that it was impossible to establish who won the elections.
  7. g) The results relayed sometimes faced integrity queries. Some officials relayed cooked results.
  8. h) The composition of the ECK raised suspicion especially among the opposition.

The principles that govern the electoral process in Kenya.

  1. a) All citizens have the freedom to exercise their political rights
  2. b) Not more than two-thirds of the members of elective public bodies shall be of the same gender.
  3. c) Persons with disabilities must receive fair representation.
  4. d) There must be universal suffrage based on the aspiration for fair representation and equality of vote.
  5. e) The elections should be free and fair and will be by secret ballot, free from violence, intimidation, improper influence or corruption.
  6. f) The elections will be conducted by an independent body, transparent; and administered in an impartial, neutral, efficient, accurate and accountable manner.

Legislation on Elections.

The following legislations govern the electoral process in Kenya.

  1. a) The constitution of Kenya-that is a sovereign state and republic with the people owning all sovereign power directly or through democratically elected leaders.
  2. b) The national assembly and presidential elections Act- it outlines the steps to be followed in the registration of voters, nomination of candidates, polling and counting of votes and other related processes.
  3. c) The local government act– it gives the procedure and rules for conducting elections for county, municipal and town councils.
  4. d) The electoral offences Act. – it lays out the election offences like bribing of voters, threatening voters, voting more than once or causing violence on polling day or during campaigns.

Voter registration.

Qualifications of a voter in an electoral process in Kenya.

  1. a) One must be an adult citizen at least 18 years old.
  2. b) He/she must be a Kenyan citizen in possession of an identity card or passport.
  3. c) He/she must be a registered voter.
  4. d) He/she must been registered at only one registration centre
  5. e) One must not be an insane person.
  6. f) He/she must have been convicted of an election offence during the Preceding five years.

 

Voter and civic education.

Voter education refers to the provision of information, materials and programmes to voters with the intention of informing them about the specifics of voting process for a particular election. For example, information on who is eligible to vote, where and how to register.Civic education is aimed at conveying knowledge to the citizens about the country’s politica l system and context. For example, information about the system of government, the nature and powers of the elective offices, to be filled in an election.

Nomination of candidates. There are two categories of Nominations

  1. a) Party nominations
  2. b) IEBC nominations

Party nominations

This refers to the selection of political party candidates to contest in an election. It is done through queuing, acclamation or secret ballot. It may involve nomination for county, parliamentary or presidential elections.

IEBC nominations

Once the political parties have nominated their candidates, they are presented to the IEBC for formal nomination to contest the presidential, parliamentary or county/civic elections.

Independent candidates

A person is eligible to stand as an independent candidate under the following conditions;

  1. a) The person should not be a member of a registered political party and should not have been a member for atleast three months immediately before the date of elections
  2. b) He/she must be a registered voter.
  3. c) He/ she must satisfy the educational, moral and ethical requirements as per the

constitution or act of parliament.

  1. d) In case of national assembly elections, he/she must attract the support of atleast 1000 registered voters in the constituency.
  2. e) In case of the senate, one must attract the support of atleast 2000 registered voters in the county.

Conditions that must be met by one wishing to be elected Member of Parliament.

  1. a) A person is eligible for election as a Member of Parliament if the person is registered as a voter.
  2. b) If the person satisfies any educational, moral and ethical requirements prescribed by the Constitution or by an Act of Parliament.
  3. c) if he is nominated by a political party, or is an independent candidate who is supported in the case of election to the National Assembly, by at least one thousand Registered voters in the constituency; or in the case of election to the Senate, by at least two thousand registered voters in the county.

Disqualifications for one from being elected a Member the National Assembly.

  1. a) If the person is a State officer or other public officer, other than a Member of Parliament.
  2. b) If a person has, at any time within the five years immediately preceding the date of election, held office as a member of the Independent Electoral and Boundaries Commission.
  3. c) If a person has not been a citizen of Kenya for at least the ten years immediately preceding the date of election.
  4. d) If a person is a member of a county assembly.
  5. e) If one is of unsound mind.
  6. f) If one is declared bankrupt.
  7. g) Is subject to a sentence of imprisonment of at least six months, as at the date of registration as a candidate, or at the date of election.
  8. h) If one is found, in accordance with any law, to have misused or abused a State office or public office.

An elected MP may lose his/her seat in parliament under the following circumstances.

  1. a) When he/she ceases to be a Kenyan citizen.
  2. b) He /she receive a jail sentence exceeding 6 months or death penalty from a court of law.
  3. c) When he/she resign, through writing to the speaker, from the national assembly.
  4. d) When he/she is declared bankrupt by a court of law.
  5. e) When he/she is found to be of unsound mind.
  6. f) When he/she resigns from the sponsoring political party or as an MP.
  7. g) When he/she fails to attend 8 consecutive sessions during the life of a particular parliament without permission from the speaker.
  8. h) When he/she defects from one party to another.
  9. i) When he/she having been elected to parliament as an independent candidate, decides to join a political party.

Campaigns.

The campaign periods starts immediately after IEBC nomination of candidates and ends 12 hours before the polling day. The main purpose of campaigns is to give the voters chance to assess aspiring candidates and their party policies and strategies and then decide the right candidate.

Polling

Voting is done in the polling station. It takes place from 6.00am to 6.00 pm on the Election Day.Counting of votes begins after the closure of the exercise. The presiding officer then announces the number of votes garnered by each candidate.

The returning officer, the election officer in the constituency then tallies the total votes from all the polling stations and announces per candidate in the constituency. He/she declares the elected mp for the constituency and councilors of each ward. He announces the number of votes per candidate for the presidential elections.

The IEBC then declares the validly elected candidates for the presidential, National Assembly and Senate.

Factors likely to interfere with free and fair elections in Kenya.

  1. a) Ethnic loyalties/polarization/Party loyalties. People may be compelled to vote along tribal lines, in total disregard of the leadership records or accomplishment of those they elect.
  2. b) Illiteracy of some voters. This curtails their ability to mark the ballot papers correctly.
  3. c) Inadequate civic education. The lack of adequate sensitization of the voters can lead to ineffective election process.
  4. d) Harassment of voters by rival groups/ Insecurity/fear instilled in candidates. All forms of chaos makes accessibility to voting stations by voters difficult.
  5. e) Corruption of candidates and their supporters. This is through bribing of voters to vote for certain candidates.
  6. f) Incompetent election officials. Some election officials are partisan and therefore unable to preside over elections competently.
  7. g) On many occasions aspiring candidates or their agents have complained of rigging.
  8. h) Transport difficulties. The electoral process in Kenya has been faced with the problem of Inaccessibility of some polling stations
  9. i) Communication problems. During the voting day, some remote areas experience

communication problems between the headquarters’ and the polling stations.

  1. j) Extreme weather conditions. Delivery of polling materials has sometimes been affected by bad weather.
  2. k) Gender insensitivity. For a long time, women have not been given a fair share in the electoral process in Kenya.
  3. l) Use and misuse of mass media. Some politicians own some media houses, sometimes they have subjected them to misuse. There has been also the problem of imbalance when it comes to media coverage of elections.

Electoral guidelines and regulations that may help minimizeirregularities.

  1. a) Whatever voting method is used, the system must be simple, accurate, verifiable, secure, accountable and transparent.
  2. b) The votes cast must be counted, tabulated and the results announced promptly by the presiding officer at each polling station.
  3. c) The results from the polling stations must be openly and accurately collated and promptly announced by the returning officer.
  4. d) Appropriate structures and mechanisms to eliminate electoral malpractices must be in place, including the safekeeping of electoral materials.

 

 

 

Electoral disputes

The following must be observed as pertains to election disputes:

  1. a) Electoral petitions, other than in a presidential election, must be filed within 28 days after the declaration of the election results by the IEBC.
  2. b) Service of a petition may be direct or by advertisement in a newspaper with national circulation.

ELECTION OFFICIALS

The following are the officers appointed by the IEBC to assist in administering elections.

  1. District election coordinators. – Officials responsible for all electoral matters at district level. They act as a link between people at the grassroots level and the IEBC headquarters.
  2. Registration officers. –they register voters in each constituency and issue them with voter’s card.
  3. Returning officers. – are in charge of elections in a constituency which has several polling stations. They perform the following functions:
  4. a) They set up polling booths in each polling station.
  5. b) They receive nomination papers from prospective candidates
  6. c) They distribute ballot papers and boxes to polling stations.
  7. d) They supervise the voting and counting of votes in the constituency.
  8. e) They appoint the presiding officers in each polling station.
  9. f) Announcing the results of the elections.
  10. Presiding officers. –in charge of polling stations. And perform the following duties;
  11. a) They conduct the polls in an orderly, free and fair manner at the polling station.
  12. b) They ensure that every eligible voter votes only once.
  13. c) They help illiterate voters mark ballot papers.
  14. d) They seal the ballot boxes and transfer them to a central point in the polling station where the votes will be counted.
  15. e) They maintain law and order at polling stations and report any irregularities to the returning officer.
  16. f) They ensure that there is impartiality in conducting.
  17. Polling clerks. On the polling day, they assist and guide voters, particularly those who are illiterate.
  18. Security personnel. –police officers maintain law and order during the polling and counting of votes.
  19. Counting clerks. –they sort out ballots and then count the ballots per candidate.
  20. Party agents. – they represent candidates or political parties in a polling station or counting hall to ensure that the polling and counting procedures are transparent , orderly , free and fair.
  21. Observers. –these are neutral persons who make observations and write reports on the polling and counting exercise to indicate if the elections were free and fair or not.

FORMATION OF GOVERNMENT

NATIONAL GOVERNMENT

Kenyans directly or indirectly exercise their sovereign or absolute power through their democratically elected representatives. This power is delegated to the state organs or arms of government namely;

  1. a) The parliament and the legislative assemblies in the county assemblies.
  2. b) The national executive and the executive structures in the county government.
  3. c) The judiciary and independent tribunals.

The process of National government formation.

After every election, the party with the majority of seats in the house forms the government by appointing cabinet secretaries from among professionals (not among elected MPs) with the approval of the National Assembly. The president then appoints the judiciary with the a dvice of the JSC. The president-elect is sworn in by the chief Justice and the members of the three arms of government also take oath.The three arms of government operate independently and work on checks and balances

The executive is responsible for running the country by developing and implementing policies that lead to national development.Even after dissolution of parliament after its expiry, the cabinet exists until a new one is appointed. This is to ensure that there is no power vacuum and that government operations continue.

Role of government in Kenya

  1. a) Government ensures that social and economic development is undertaken – by putting in place policies to improve schools, hospitals, agriculture, trade, housing and industry.
  2. b) It upholds human rights and freedoms and ensures that all citizens live in peace and harmony through the administration of justice and maintaining law and order.
  3. c) Government organizes an effective defence force to protect the country from internal and external aggression.
  4. d) It also has a duty to establish sound foreign policies to promote international cooperation with other countries by setting up foreign embassies and high commissions.
  5. e) It has a duty to foster national unity by recognizing diversity and ensuring equitable sharing of national and local resources.
  6. f) Government protects and promotes the interests and rights of the minorities and

marginalized communities.

COUNTY GOVERNMENT

The county government is composed of County assemblies, county executive committees and county public service and exist in each of the 47 counties throughout Kenya.

A county government consists of;

  1. a) Members (one member per ward) elected by the registered voters of the wards in a general election in Kenya.
  2. b) The Speaker, who is an ex officio member.
  3. c) Members appointed by the county governor, with the approval of the county assembly, from among persons who are not members of the assembly.

The structure of the executive arm of the county government.

The executive authority of the county is vested in the county executive committee. The committee consists of;

  1. a) The county Governor and the Deputy County Governor who are the chief executive and deputy chief executive of the county respectively.
  2. b) Members who are not members of the assembly and appointed by the County Governor, with the approval of the assembly. They should be not more than ten other. If the assembly has less than thirty members, the members should be One-third of the number of members of the county assembly.

NB;

~  Members of a county executive committee are accountable to the county governor for the performance of their functions and exercise of their powers.

~  The appointed members of the county executive committee cease to hold office once the office of the county governor falls vacant.

The election of a county governor.

The county governor is directly elected by the voters registered in the county at a general election for a term of 5 years. To be eligible for election as county governor, a person must be eligible for election as a member of the county assembly. If re-elected, can serve for another final term of 5 years.

Each candidate for election as county governor nominates a person as his/her running mate to be the deputy governor.

Removal of a County Governor from office.

A governor may be removed from office under the following grounds;

  1. a) Gross violation of the Constitution or any other law.
  2. b) When the county governor commits a crime under national or international law.
  3. c) When the governor abuses office or is accused of gross misconduct.
  4. d) When he/she suffers from Physical or mental incapacity that hinders performance of the functions of office.

The office of the county governor falls vacant when the holder of office;

  1. a)
  2. b) Resigns, in writing, addressed to the speaker of the county assembly.
  3. c) Is convicted of an offence punishable by imprisonment for atleast twelve months.
  4. d) Ceases to be eligible to be elected as a county governor.
  5. e) Is removed from office under the constitution.

The deputy county governor assumes office as a county governor for the remainder of the term of the county governor when a vacancy arises. Where the deputy governor is unable to act or his office is also vacant, the speaker acts as governor and elections must be held within sixty days after the speaker assumes office.

 

 

THE COUNTY ASSEMBLY

The composition of a County Assembly in Kenya is as follows;

A county assembly consists of

  Members (one member per ward) elected by the registered voters of the wards in a general election.

  Members of special seats (no more than two-thirds of the membership of the assembly is of the same gender.)

  Members of marginalized groups, including persons with disabilities and the youth.

  The Speaker, who is an ex officio member.

Nb-The members for special seats and marginalized communities are nominated by political parties in proportion to the seats received in the election in a particular county.

The functions of a county assembly

  1. a) County assemblies make laws for the effective performance of the county government.
  2. b) It acts as a watch dog over the county executive committee.
  3. c) It receives and approves plans and policies for managing and exploiting the county’s resources, and, developing and managing the infrastructure and institutions.

Conditions that must be met by a person seeking for election to a County Assembly

  1. a) The person must be a registered as a voter in his/her county.
  2. b) The person must have been a Kenyan citizen for atleast ten years before the elections.
  3. c) The person must be able to read and write in English and Kiswahili.
  4. d) He or she must be of sound mind.
  5. e) The person must be of unquestionable morals and ethics
  6. f) If a public officer, he/she must relinquish his/her public work.
  7. g) The person must be nominated by a political party
  8. h) If he/she is an independent candidate, must be supported by at least five hundred

registered voters in the Ward concerned.

  1. i) The person must not have been declared bankrupt.
  2. j) The person must not have served a sentence of imprisonment of more than six months.
  3. k) The person must not have misused or abused a State or public office.

Vacancy in the office of member of county assembly may happen if the member;

  1. a)
  2. b) Is absent from eight sittings of the assembly without permission, in writing, of the speaker of the assembly and is unable to offer satisfactory explanation for the absence.
  3. c) Resigns, in writing, addressed to the speaker of the county assembly.
  4. d) After being elected to the assembly as a member of a political party, he/she resigns from the party, or is deemed to have resigned from the party, or after being an independent candidate, the member joins a political party.
  5. e) Gets to the end of the term of the assembly
  6. f) Becomes disqualified for election after the court rules in favour of an election petition made against him/her.

Speaker of County Assembly

The speaker is elected by the county assembly from among persons who are not members of the county assembly. The speaker presides over the county assembly. Another member of the assembly may be elected to play the role of a speaker in case of the absence of the speaker.

STRUCTURE AND FUNCTIONS OF THE NATIONAL GOVERNMENT.

The three arms of government are:

  1. a) Judiciary
  2. b) Executive
  3. c) Legislature

LEGISLATURE.

The two components of the Kenyan Parliament/legislature are;

  1. The National Assembly.
  2. The Senate.

The Composition and membership of the National Assembly.

The National Assembly consists of;

  1. a) Two hundred and ninety members, each elected by the registered voters of single member constituencies.
  2. b) Forty-seven women, each elected by the registered voters of the counties, each county constituting a single member constituency.
  3. c) Twelve members nominated by parliamentary political parties according to their

proportion of members of the National Assembly to represent special interests including the youth, persons with disabilities and workers.

  1. d) The Speaker, who is an ex officio member.

Membership of the Senate

The Senate consists of;

  1. a) forty-seven members each elected by the registered voters of the counties, each county constituting a single member constituency
  2. b) Sixteen women members nominated by political parties according to their proportion ofmembers of the Senate elected.
  3. c) Two members, being one man and one woman, representing the youth.
  4. d) Two members, being one man and one woman, representing persons with disabilities.
  5. e) The Speaker, who shall be an ex officio member.

The official languages of parliament are English, Kiswahili and Kenyan sign language.

Parliament quorum is 50 members for the national assembly and 15 members for the senate.

 

Office of parliament

The following are the officers of parliament;

~  Speakers and deputy speakers.

Two Speakers, ex-officio member, one for each of the two houses.

Each is elected by members of the respective house from among persons who are qualified to be elected as members of parliament but are not MPs. A deputy speaker is elected from among members of each of the houses by the mps.

Their offices become vacant when;

~  A new house of parliament first meets after an election.

~  When he/she resigns, dies.

~  When a house resolution of two-thirds removes him/her from office.

The speakers Preside at any sitting of the house. In a joint meeting of the two houses, the speaker of the national assembly assisted by that of the senate presides over.

The speaker has no vote in parliament and in case of a tie, The question is lost.

The six speakers in Kenya since independence include;

  1. 2008-upto date- Kenneth Marende.
  2. 1993-2007- Francis Ole Kaparo
  3. 1991- 1992-Professor Jonathan Ngeno
  4. 1988- 1990-Moses Arap Keino
  5. 1970 – 1987-Fredrick Mbiti Mati.
  6. 1964-1969-Humphrey Slade became the first speaker of the single house.
  7. 1963- Muinga Chokwe (speaker of the upper house)
  8. 1963- Humphrey slade (speaker of the lower house).

Role of the speaker.

  1. a) He/she presides over the proceedings of the house and ensures that they are conducted in accordance with the rules of procedure. He enforces standing orders in the house.
  2. b) The speaker disciplines members of the house who violate standing orders by ordering such them to leave the house or be barred from attending three house consecutive sittings.
  3. c) Maintains order during debates and enforces rules which govern conduct of the house. The speaker interprets the rules of the house.
  4. d) He/she gives the MPs chance to contribute towards house debates to ensure that the minority are given a fair hearing before the will of the majority prevails.
  5. e) He/she represents and protects the authority of the house.
  6. f) He/she organizes and determines the business to be conducted in the house by receiving Bills, motions and questions for discussion in the house, and then prepares an order paper.
  7. g) He/she adjourns sittings if the house lacks a quorum.
  8. h) He/she keeps and maintains the attendance register and grants permission to MPs to be absent from sessions. MPs going out of the country must inform the speaker of their absence from Kenya.
  9. i) He/she heads the National Assembly department and takes charge of its general

administration and welfare. He/she is responsible for preserving dignity and order and for the comfort and convenience of the members and staff within parliament buildings.

  1. j) He/she chairs the speaker’s committee, the committee of powers and Privileges and the Order Committee.
  2. k) The speaker issues orders and makes rules for the regulation of visitors to parliament and represent parliament in its relations with foreign countries.
  3. l) The speaker chairs the branches of the commonwealth Parliamentary Association, InterParliamentary Union and the Union of African Parliaments. He/she represents Parliament at the commonwealth speaker’s conference.
  4. m) He/she declares parliamentary seats vacant and issues writs for general elections and byelections.
  5. n) He/she receives and accepts letters of resignation from members of parliament.
  6. o) He/she swears in members of parliament before participating in the House deliberations.
  7. p) He, summons parliament to a new when parliamentarians are on recess.

~  Party leaders

As part of parliament officers, there is the leader of the majority party and leader of minority party.

The majority party leader is the person who is the leader in the national assembly of the largest party or coalition of parties.

The minority party leader is the person who is the leader in the national assembly of the second largest party or coalition of parties.

Role of party leaders.

  1. a) They promote and uphold national unity through party activities.
  2. b) They enforce adherence to principles of good governance, democracy and upholding human rights and fundamental freedoms and gender equality and equity.
  3. c) The leaders work to advance the goals of the party and ensure their programme is carried out to the satisfaction of the party.
  4. d) The leader of the majority party has to ensure and maintain support for legislation.
  5. e) The leader of the minority party has to protect the rights of the minority.
  6. f) The leader of the majority party has to ensure accountability and transparency in the party.

And the government.

Functions of parliament in Kenya.

  1. a) The elected members of parliament Represents the will of the people, and exercises their sovereignty.
  2. b) Parliament considers and passes amendments to the Constitution
  3. c) It has powers to alter county boundaries as provided for in the Constitution.
  4. d) Parliament has the duty to protect the Constitution and promote the democratic

governance of the Republic.

  1. e) Parliament is the sole body that has the power to make provision having the force of law in Kenya

Functions of the National Assembly in Kenya.

  1. a) The national assembly represents the will of the people and expresses their sovereignty since it represents people from the 290 constituencies and special interest groups.
  2. b) The National Assembly deliberates on and resolves issues of concern to the people in the Constituencies and special interest groups.
  3. c) The National Assembly enacts legislation that affect the nation-not the county government.

For example the money bill may be introduced only in the national assembly.

  1. d) The National Assembly determines the allocation of national revenue between the levels of government/it controls revenue and expenditure in the republic.
  2. e) It appropriates funds for expenditure by the national government and other national State organs/ it exercises oversight over national revenue and its expenditure.
  3. f) The National Assembly reviews the conduct in office of the President, the Deputy President and other State officers/It may initiate the process of removing them from office.
  4. g) The National Assembly approves declarations of war and extensions of states of emergency.

Functions of the Senate in Kenya.

  1. a) The Senate represents the counties, and serves to protect the interests of the counties and their governments.
  2. b) The Senate participates in the law-making function of Parliament by considering, debating and approving Bills concerning counties.
  3. c) The Senate determines the allocation of national revenue among counties/It exercisesoversight over national revenue allocated to the county governments.
  4. d) The Senate participates in the oversight of State officers by considering and determining any resolution to remove the President or Deputy President from office.

The process of law making in Kenya.

What is law making?

This is the process of enacting new laws or amending the existing ones.

The two conditions for the start of a law making process are

  1. a) The presence of a speaker or his deputy.
  2. b) A quorum of fifty members of the national assembly.
  3. c) A quorum of 15 members of the senate.

What is a bill?

A bill is a proposed piece of legislation (law).

Bills originate in the National Assembly.

A Bill not concerning county government is considered only in the National Assembly, and passed in accordance with the Standing Orders of the Assembly.

A Bill concerning county government may originate in the National Assembly or the Senate, and is passed in accordance with the Standing Orders of the Houses.

Bills are classified into two;

  1. a) Public Bill– these deal with matters of public policy that affect all citizens of Kenya. They

are also categorized into two;

  1. Government Bill-introduced by cabinet secretaries.
  2. Private member’s Bill.-introduced by back-benchers in the national assembly
  3. a) Private Bill.-this is a bill that affects a particular person, associations or people living in a small part of the country.

Money Bill

This a bill that has provisions dealing with taxes, payment of charges by public, appropriation , receipt ,custody or issue of public money, raising or guaranteeing of any loan, its repayment or other matters relating to such monies.

The process

~  The government departments and public offices to be affected by a bill consult first before it is drafted. A bill is then drafted by the government draftsman (the parliamentary counsel)in the attorney general’s chambers.

~  When the cabinet is satisfied with the draft, it is published in the Kenya gazette at least fourteen days before it is introduced to parliament. The main purpose of this is to give the public chance to view and criticize the Bill. The draft proposal is also presented to parliament to give members chance to research on it on preparation for a debate in thefuture.

~  A Bill is first introduced by any member or committee of the relevant House of Parliament, but a money Bill may be introduced only in the National Assembly.

~  Before either House considers a Bill, the Speakers of the National Assembly and Senate jointly resolve any question as to whether it is a Bill concerning counties and, if it is, whether it is a special or an ordinary Bill.

~  When any Bill concerning county government has been passed by one House of Parliament, the Speaker of that House refers it to the Speaker of the other House.

~  If both Houses pass the Bill in the same form, the Speaker of the House in which the Bill originated shall, within seven days, refer the Bill to the President for assent.

~  The National Assembly may amend or veto a special Bill that has been passed by the Senate only by a resolution supported by at least two-thirds of the members of the Assembly.

~  Within fourteen days after receipt of a Bill, the President assents to the Bill; or refer the Bill back to Parliament for reconsideration by Parliament, noting any reservations that the President has concerning the Bill.

When a bill is referred back to parliament, the following procedure is followed;

  1. a) Parliament may amend the bill in light of the president’s reservations or pass the bill a second time without amendments.
  2. b) If parliament amends the Bill after consideration of the president’s reservations, the speaker must resubmit the bill to the president for assent.
  3. c) Parliament could pass the bill without amendments or with amendments that do not fully accommodate the president’s reservations if supported by;

~  Two-thirds of the members of the national assembly, and

~  Two-thirds of the delegations in the senate, if the bill requires approval of the

senate.

~  The bill then has to be submitted by the appropriate speaker to the president for assent within seven days.

~  If the president fails to assent the bill within seven days, the bill will be considered acted upon and therefore considered null and void.

The process of the bill coming into force as a law.

After presidential assent, a Bill becomes a law or an act of parliament. It is then published in the official gazette, the Kenya gazette, within seven days after assent.Sections of it may also be published in the local dailies so as to publicize the law t o all residents in the country.The Act of parliament then comes into force as a law on the fourteenth day after its publication in the Kenya Gazette unless the Act specifies a different date or time when it will come into force. The law then binds everybody in the country.

Special Bills concerning county governments.

Such Bills, when passed by senate, can only be amended or vetoed by National Assembly by a resolution of 2/3 of the members. When the veto or amend fails to pass, the speaker of the National Assembly must within seven days refer the Bill in the form adopted by the senate to the president for assent.

Ordinary Bills concerning counties.

If one house passes an ordinary bill concerning counties and the second house rejects it , the Bill must be referred to the mediation committee.A mediation committee refers to a committee comprising equal number of members from both houses appointed by the speaker with the task of formulating a version of the Bill that both Houses could pass.

Both houses will then vote to pass or reject the formulated version. The Bill is considered rejected if the committee fails to reach an agreed version within 30 days.If the second House passes it in an amended form, the bill must be taken back to the orig inating house for consideration. If the originating house passes it as amended; it is referred to the president for assent within seven days. If it rejects it, it is referred to the mediation committee.

Parliamentary supremacy

Meaning of parliamentary supremacy

This refers to the sovereign power exercised by parliament which makes law for the country.Parliament is supreme because, through elections, it has the people’s mandate to legislate and govern on their behalf and is the only means through which people control government.

How parliamentary supremacy is upheld in Kenya.

  1. a) It is the only Body that makes and repeals laws. Technically, a constitutional court can overrule an act of parliament, but parliament can change the law to prevent that from happening.
  2. b) Parliament can remove the president from office by impeachment. A member of the national assembly, with the support of at least a third of all the members, may move an impeachment motion.
  3. c) Parliament through an amendment of the constitution, can limit the powers of the executive. It can also pass a vote of no confidence in the government, compelling the president and his/her cabinet secretaries to resign.
  4. d) Cabinet secretaries are accountable to the parliament for their activities in the ministries under their control. They have to answer questions in parliament about their ministries.
  5. e) Bills prepared by the cabinet have to be legislated by parliament, which is a law making body.
  6. f) Parliament has to approve government expenditure. The Cabinet secretary in charge of Finance annually presents the budget to parliament for approval by MPs. – the public accounts committee scrutinizes government expenditure. The Auditor and controllerGeneral check the expenditure of all ministries and reports to parliament.

NB; – The upholding of parliamentary supremacy however depends largely on the integrity and maturity of members of the national assembly.

Ways in which parliamentary supremacy in Kenya is limited.

  1. a) Parliament cannot make laws that contradict traditional customs and practices of the people, unless people want change.
  2. b) Parliament cannot pass a law that contradicts the constitution. /the supremacy of the constitution is upheld.
  3. c) Increased power of the cabinet can reduce parliament’s authority. If the cabinet is too powerful, it may influence parliamentary decisions.
  4. d) The president can limit the supremacy by making independent decisions. For example, the president has emergency powers which sidestep parliamentary supremacy. State of Emergency does not follow parliamentary directions.
  5. e) Parliament supremacy can be limited by the application of international laws. Parliament may be forced to ratify a law out of necessity; failure to ratify an international law may invite punitive actions on the country.
  6. f) Delegated legislation may also limit its powers, i.e. the operation of the county government by-laws may limit parliamentary supremacy although national legislation prevails over county legislation.
  7. g) Referendum may be used to decide important issues as opposed to parliamentary

decisions.

Merits of parliamentary supremacy/parliamentary system.

  1. a) It increases harmony, since the legislature and the executive work together. This is realized when MPs, who represent the electorate, bring their views to the executive (cabinet secretaries) in the legislature.
  2. b) This system allows ordinary citizens to participate in the governing process by electing their representatives to articulate their views on issues of national interest.
  3. c) It ensures a responsible and responsive government since the cabinet is controlled by parliament in its actions. Cabinet cannot ignore public opinion, since people choose the MPs. Such could risk a vote of no confidence.
  4. d) It instills a sense of responsibility in the executive since cabinet secretaries have to sit and answer questions in the house.
  5. e) The system legitimizes actions taken by the government, particularly when such actions originate from recommendations passed by the MPs- the people’s representatives.
  6. f) A parliamentary system gives citizens a chance to participate in national political leadership through presenting themselves for election as members of parliament or county assemblies.
  7. g) It provides for regular elections, giving the electorate the chance to reject non performing MPs and elect others who can perform.
  8. h) Parliament is a training ground for effective leaders; the system enables Kenyans of ability and experience to prove their worth in parliamentary debates.

Demerits of parliamentary supremacy.

  1. a) It only works well where there are two parties; with one ruling while the other in opposition. In a case where there are more than two parties. A coalition government may be formed and this form of government is sometimes weak and unstable. Also where the legislature is dominated by one party, the cabinet tends to be dictatorial.
  2. b) Such government may not be effective in times of emergencies. The head of government has to consult with the cabinet and the legislature before acting.
  3. c) It weakens the executive. It compels the cabinet secretaries to spend most of their time in parliament instead of dealing with matters of their ministries.

“Terminative Role of Parliament” in Kenya.

This means that parliament has the power to impeach a president or pass a vote of no confidence in the government by a two-thirds vote majority of the national assembly, forcing the government to resign.

 

 

Functions of the Parliamentary Service Commission

  1. a) The Commission is responsible for providing services and facilities to ensure the efficient and effective functioning of Parliament
  2. b) It is responsible for constituting offices in the house.
  3. c) It prepares annual estimates of expenditure of the parliamentary service and submitting them to the National Assembly for approval, and exercising budgetary control over the service.
  4. d) It is responsible for undertaking, singly or jointly with other releva nt organizations, programmes to promote the ideals of parliamentary democracy.
  5. e) It performs other functions necessary for the well-being of the members and staff of Parliament; or prescribed by national legislation.

THE EXECUTIVE

Meaning of the executive.

This is the arm of government which deals with the implementation of laws made by parliament. It is charged with the administration of affairs of a country as well as affairs which affect the country from outside.

The National executive comprises;

  1. a) The president.
  2. b) The deputy president.
  3. c) The cabinet.
  4. d) The attorney general.
  5. e) The director of public prosecutions
  6. f) The public service.

The president.

He is the Chief Executive Officer of the republic of Kenya. He is the head of state and government in Kenya. He is the commander-in-chief of the Kenya Defence Forces. He is a symbol of national unity.He holds office for a five year term from the date of being sworn in to office and the term expires when the next candidate elected as president is sworn in. the constitution gives a twofive year term as the maximum period for the president’s position.

Qualifications for election as President in Kenya.

  1. a) A person qualifies for nomination as a presidential candidate if the person is a citizen by birth
  2. b) The person must be qualified to stand for election as a Member of Parliament.
  3. c) He or she must be nominated by a political party, or is an independent candidate and is nominated by not fewer than 2000 voters from each of a majority of counties.

NB;- A presidential candidate, whether affiliated to a political party or independent, must garner 50% plus one of all the votes cast in the election.A candidate must also attract 25% of the votes cast in more than half of the counties in kenya in order to qualify to be a president.

Disqualifications one from vying for election as a president in Kenya

  1. a) If the person owes allegiance to a foreign state.
  2. b) If he is a public officer, or is acting in any State or other public office.

Assumption of office of the president.

The president-elect assumes office by taking two oaths namely;

~  The oath of affirmation of allegiance

~  The oath of affirmation for execution of the functions of office.

If the president-elect dies before assumption of office, the deputy president-elect is sworn in as acting president. A new fresh election to the office of president must be held within sixty days after death of the president-elect.The president must be sworn in public before the Chief Justice.

Importance of a presidential election.

  1. a) The citizens get a chance to exercise their democratic right. It is the essence of democracy in a government. The people have a choice to elect a president directly, freely, and fairly.
  2. b) It is a means through which the people of Kenya give the president the mandate to rule the country and act on their behalf.
  3. c) It helps to check dictatorship. The president becomes responsible and accountable to the electorate. He cannot go against public opinion.
  4. d) The president enjoys legitimacy of power because it is derived from the people

Powers and functions of the president of Kenya as derived from the constitution of Kenya.

  1. a) As the Head of State, he performs the following functions;

~  He represents the government and the people of Kenya both locally and internationally.

~  He receives foreign diplomatic and consular reprentatives.

  1. b) He is the head of Government.

~  He nominates a deputy president to deputize him.

~  He nominates and, with the approval of the national assembly, appoints or dismisses cabinet secretaries, the attorney general, the Director of Public Prosecutions, the secretary to the cabinet, Principal secretaries, High Commissioners, Ambassadors, and diplomatic and consular representatives, the chief justice and the deputy and all the judges in line with the recommendations of the Judicial Service Commission

  1. c) He is the Commander-in-Chief of the Kenya Defence Forces

~  He has powers to declare a state of emergency, declare war with the approval of

parliament.

~  He is the chairperson of the National Security Council of Kenya.

  1. d) The President has the duty to safeguard the Constitution, ensure the protection of human rights and fundamental freedoms and the rule of law, safeguard the sovereignty of the republic, promote and enhance unity of the nation and promote respect for diversity.
  2. e) The President has legislative powers to address the opening of each newly elected Parliament. He also addresses a special sitting of parliament once every year and any other time.
  3. f) The President chairs Cabinet meetings and assigns responsibility for the implementation and administration of any Act of Parliament to a Cabinet Secretary.
  4. g) He presides over national holidays during which he expounds on government policy.
  5. h) He confers honours in the name of people and republic on men and women of Kenya for outstanding achievements. E.g. OGH, OBS, DSM, HSC and EBS.
  6. i) He may, on petition of any person, exercise mercy powers in accordance with the advice of the advisory committee. E.g.;

~  Grant a free or conditional pardon to a person convicted of an offence.

~  Postpone execution of any punishment for an offender , for a specified period, or

indefinitely

~  Substitute a less severe form of punishment.

~  Remit all or part of a punishment.

  1. j) The President ensures that the international obligations of the Republic are fulfilled through the actions of the relevant Cabinet Secretaries.

NB-the constitution provides the president with immunity from criminal proceedings during the tenure of office in respect of anything done or not done in exercise of the powers granted by the constitution. But this immunity does not extend to a crime for which the president may be prosecuted under any treaty to which Kenya is part to, and which prohibits such immunity.

The process of Removal of President by impeachment.

A member of the National Assembly moves a motion for the impeachment of the President on the following grounds;

  1. a) A gross violation of a provision of the Constitution.
  2. b) President commits a crime under national or international law.
  3. c) For gross misconduct.

If a motion is supported by at least two-thirds of all the members of the National Assembly, the Speaker informs the Speaker of the Senate of that resolution within two days.The President continues to perform the functions of the office pending the outcome of the proceedings.Within seven days, the Speaker of the Senate convenes a meeting of the Senate to hear charges against the President.A special committee appointed by the senate investigates the matter; and report to the Senate within ten days.If the special committee reports that the particulars of any allegation against the President have not been substantiated, further proceedings shall not be taken. If any of allegations against the President have been substantiated, the Senate, after according the President an opportunity to be heard, votes on the impeachment charges.If at least two-thirds of all the members of the Senate vote to uphold any impeachment charge, the President shall cease to hold office.

Reasons that may lead to a presidential by-election in Kenya.

  1. a) The president’s election may be nullified by court due to election offences.
  2. b) The serving president may die while in power.
  3. c) The president may resign.
  4. d) If the president becomes physically /mentally incapacitated.
  5. e) Parliament may pass a vote of no confidence in the president /government.
  6. f) If the serving president deserts/defects from the party that sponsored him to parliament.
  7. g) If the serving president ceases to be a Kenyan citizen.

THE DEPUTY PRESIDENT

The deputy president is nominated by the presidential candidate during a general election.

The process of Electing and swearing in of a Deputy President in Kenya.

  1. a) A candidate, (qualified for nomination for election as President) is nominated by each candidate in a presidential election.
  2. b) The Independent Electoral and Boundaries Commission then declare the candidate nominated by the person who is elected as the President as the Deputy President.
  3. c) The swearing in of the Deputy President-elect is before the Chief Justice or, in the absence of the Chief Justice, the Deputy Chief Justice and in public.
  4. d) The Deputy President-elect assumes office by taking and subscribing;
  5. a) The oath or affirmation of allegiance.
  6. b) The oath or affirmation for the execution of the functions of office.

Under the following circumstances, one can cease to hold the office of the Deputy President

  1. a) At the end of term of office when the person next elected President at an election is sworn in.
  2. b) When the Deputy President assumes the office of President.
  3. c) On resignation, death or removal from office of the Deputy President

Functions of the Deputy President in Kenya.

  1. a) The Deputy President is the principal assistant of the President and shall deputize for the President in the execution of the President’s functions.
  2. b) The Deputy President performs the functions conferred by the Constitution and any other functions of the President as the President may assign.
  3. c) When the President is absent or is temporarily incapacitated, and during any other period that the President decides, the Deputy President shall act as the President.

NB-The Deputy President is not permitted to hold any other State or public office.

The cabinet.

The composition of The Cabinet in Kenya.

The Cabinet consists of

  1. a) the President;
  2. b) the Deputy President;
  3. c) the Attorney-General; and
  4. d) Not fewer than fourteen and not more than twenty-two Cabinet Secretaries.

The President nominates and, with the approval of the National Assembly, appoints Cabinet Secretaries.

A Cabinet Secretary should not be a Member of Parliament.

Secretary to the cabinet.This office is an office in the public service.The office holder is nominated and appointed by the president, with the approval of the national assembly. He/she has the following responsibilities;

  1. a) Taking charge of the cabinet office.
  2. b) Arranging the business of the cabinet subject to its directions.
  3. c) Keeping minutes of the cabinet.
  4. d) Conveying decisions of the cabinet to the appropriate persons or authorities.
  5. e) Serving other functions as directed by the cabinet.

Principal Secretaries.

Each state department is under the administration of a principal secretary. He/she is nominated and appointed by the president from among persons recommended by the public service commission and approved by the national assembly.

This office is an office in the public service.

General Functions of the cabinet.

  1. a) The cabinet Advises and assists the president in governing the country.
  2. b) The cabinet Discusses matters of national and international concern with the president.
  3. c) The cabinet Formulates government policies and programmes. During parliamentary debates, the secretaries defend the same policies, interpret them to the people and ensure their implementation.
  4. d) The cabinet initiates new bills and table government bills in the National assembly.
  5. e) Cabinet secretaries on their individual capacity give direction to operations within their ministries.
  6. f) The secretary for finance formulates and prepares the national budget which he/she then presents to the National Assembly.

The principle of collective responsibility of the cabinet.

  1. a) The cabinet does not work in the light of day. Cabinet must abide by oath of secrecy.
  2. b) It requires that the cabinet must act together as a team. The cabinet must speak together with one voice on all matters of government policy.
  3. c) All cabinet members are collectively responsible to parliament and to the people through parliament. One act of a cabinet secretary is taken to be an act of all the members of the cabinet.
  4. d) A minister would resign if in his conscience he cannot abide by the principle of collective responsibility.

 

The functions of the Attorney-General in Kenya.

  1. a) The Attorney-General is the principal legal adviser to the Government.
  2. b) He represents the national government in court or in any other legal proceedings to which the national government is a party, other than criminal proceedings.
  3. c) He performs any other functions conferred on the office by an Act of Parliament or by the President.
  4. d) The Attorney-General has authority, to appear as a friend of the court in any civilproceedings to which the Government is not a party.
  5. e) The Attorney-General has duty to promote, protect and uphold the rule of law and defend the public interest.

The Director of public prosecutions.

The DPP is nominated and with the approval of the National Assembly is appointed by the president to hold office for a term of eight years and can’t be re-appointed. He/she does not require the consent of any person or authority for the commencement of criminal proceedings. His/her powers may be exercised in person or by subordinate officers acting under general or special instructions.A person qualified to be appointed a DPP should have the qualifications to be appointed a judge of the High Court.

The functions of the Director of Public Prosecutions.

  1. a) The Director of Public Prosecutions has power to direct the Inspector-General of the National Police Service to investigate any information or allegation of criminal conduct.
  2. b) The Director of Public Prosecutions exercises State powers of prosecution and may institute and undertake criminal proceedings against any person before any court (other than a court martial) in respect of any offence alleged to have been committed.
  3. c) He has powers to take over and continue any criminal proceedings commenced in any court (other than a court martial) that have been instituted or undertaken by another person orauthority, with the permission of the person or authority.
  4. d) He has powers to discontinue at any stage, before judgment is delivered, any criminal proceedings instituted by the Director of Public Prosecutions or taken over by the Director of Public Prosecutions.

THE PUBLIC SERVICE

The public service includes all state organs in both levels of government and all state corporations.

Values and principles of public service

  1. a) High standards of professional ethics.
  2. b) Efficient, effective and economic use of resources.
  3. c) Responsive, prompt, effective, impartial and equitable provision of services.
  4. d) Involvement of the people in the process of policy making.
  5. e) Accountability of administrative acts.
  6. f) Transparency and provision to the public, of timely, accurate information.
  7. g) Fair competition and merit as the basis of appointments and promotions
  8. h) Representation of Kenya’s diverse communities.
  9. i) Providing adequate and equal opportunities for appointment, training and advancement at all levels of the public service, for women and men, members of all ethnic groups and persons with disability.

The Public Service Commission.

This is the body charged with the responsibility of recruiting, promoting and managing the affairs of the public servants in Kenya in order to make it a motivated and an efficient workforce.The commission consists of a chairperson, a vice chair person and seven other members appointed by the president with the approval of the National Assembly.

The commission has a secretary who is the CEO and is appointed by the commission for a term of five years and is eligible for re-appointment.

The following persons do not qualify for appointment to the commission;

A person who in the proceeding five years, held office, or stood for elections as;

  1. A member of parliament or the county assembly.
  2. A member of the governing body of a political party.

iii.  If the person holds any state office.

  1. A holder of an office in a political organization that sponsors or supports a

candidate for election as Member of Parliament or county assembly.

Functions and powers of the Public Service Commission.

  1. a) The Commission is responsible for establishment and abolishment of offices in the public service.
  2. b) It appoints persons to hold or act in Offices in the public service and confirm appointments.
  3. c) It exercises disciplinary control over and removes persons holding or acting in public offices.
  4. d) It promotes the values and principles throughout the public service.
  5. e) It investigates monitors and evaluates the organization, administration and personnelpractices of the public service.
  6. f) It has the duty to ensure that the public service is efficient and effective.
  7. g) It develops human resources in the public service.
  8. h) It reviews and makes recommendations to the national government in respect of conditions of service, code of conduct and qualifications of officers in the public service.
  9. i) It evaluates and reports to the President and Parliament on the extent to which the values and principles that govern public service are complied with in the public service.
  10. j) It hears and determines appeals in respect of county governments’ public service.

Offices in the public service that are exempted from the regulation and control of the public service commission;

  1. a) State offices.
  2. b) An office of high commissioner, ambassador or other diplomatic or consular

representative of the republic.

  1. c) An office or position subject to:

~  The Parliamentary Service Commission.

~  The Judicial Service Commission.

~  The Teachers Service Commission

~  The National Police Service Commission.

  1. d) An office in the service of a county government, with the exception of powers to create and establish offices.

The commission can not appoint a person to hold office or act in any office on the personal staff of the president or retired president, except with the consent of the president or retired president.

Ways in which a public officer is protected by law while in service.

  1. a) A public officer shall not be victimized or discriminated against for having performed the functions of office in accordance with the Constitution.
  2. b) He/she shall not be dismissed, removed from office, demoted in rank or otherwise subjected to disciplinary action without due process of law.

Organs of national security.

National security is the protection against internal and external threats to Kenya’s territorial integrity and sovereignty, its people, their rights, freedoms, property, peace, stability and prosperity.

Principles that promote and guarantee national security in Kenya.

  1. a) National security is subject to the authority of the constitution and parliament.
  2. b) Operations of national security must be consistent with the law and must respect the rule of law, democracy, human rights and fundamental freedoms.
  3. c) In performing their functions and exercising their powers, national security organs must respect cultural diversity of the communities within Kenya.
  4. d) Recruitment by the national security organs must reflect the diversity of the Kenyan people in equitable proportions.

National security organs in Kenya.

The national security organs are;

  1. a) The Kenya Defence Forces.
  2. b) The National Intelligence Service.
  3. c) The National Police Service.

National Security Council

This is a body whose main responsibility is to exercise supervisory control over national security organs

Composition of the National Security Council

The Council consists of

  1. The President.
  2. The Deputy President.
  3. The Cabinet Secretary responsible for Defence.
  4. The Cabinet Secretary responsible for foreign affairs.
  5. The Cabinet Secretary responsible for internal security.
  6. The Attorney-General.
  7. The Chief of Kenya Defence Forces.
  8. The Director-General of the National Intelligence Service.
  9. The Inspector-General of the National Police Service.

Functions of the National Security Council in Kenya.

  1. a) It exercises supervisory control over national security organs.
  2. b) It has duty to integrate the domestic, foreign and military policies relating to national security in order to enable the national security organs to co-operate and functioneffectively.
  3. c) It makes assessment and appraisal, the objectives, commitments and risks to the

Republic in respect of actual and potential national security capabilities.

  1. d) The Council reports annually to Parliament on the state of the security of Kenya
  2. e) With the approval of Parliament, The Council is responsible for deploying national forces outside Kenya for regional or international peace support operations; or other support operations.
  3. f) It approves the deployment of foreign forces in Kenya.

The Kenya Defence Forces.

The Kenya defence Forces comprises;

  1. a) The Kenya Army, established in 1963 and which protects the country against external land-based aggression.
  2. b) The Kenya Air force, established in 1963, disbanded in 1982 and renamed 82 Air force. It helps in the control of locust invasion.
  3. c) The Kenya Navy, based in Mombasa and created in 1964, patrols Kenya’s territorial waters and is always on the alert for sea-borne invasions, and for illegal landings and departure, and unauthorized fishing by foreign vessels in Kenyan waters.

Functions of the Kenya Defence forces.

  1. a) The Defence Forces are responsible for the Defence and protection of the sovereignty and territorial integrity of the Republic.
  2. b) They assist and cooperate with other authorities in situations of emergency or disaster.
  3. c) They may be deployed to restore peace in any part of Kenya affected by unrest or instability only with the approval of the National Assembly.
  4. d) The forces also assist in the preservation of internal security. For example the handling of the attempted coup by the Kenya Army in 1982.
  5. e) They participate in nation building activities such as road and bridge construction.
  6. f) The military also assists the public during emergencies and calamities such as floods, famine, fire outbreaks, landslides and other disasters. For example during the E l Nino rains-construction of mobile bridge on Mombasa-Nairobi highway.
  7. g) The Navy specializes in detecting and fighting off criminals who use water masses like the Indian Ocean to commit crimes within the Kenyan territory. E.g. Somali Pirates.
  8. h) The Kenya Army takes part in peacekeeping Missions, such as the United Nations peace keeping operations in different parts of the world and also the African Union and Commonwealth.

The Kenya Defence Council.

Its composition is as follows;

  1. a) The cabinet secretary responsible for defence is the chairperson.
  2. b) The Chief of the Kenya Defence Forces.
  3. c) The Three Commanders of the defence forces.
  4. d) The Principal Secretary in the ministry responsible for defence.

Functions.

It is responsible for the overall policy, control and supervision of the Kenya Defence Forces.

Challenges facing the Kenya Defence Forces.

  1. a) There has being cases of indiscipline, such as the abortive coup attempt in 1982.
  2. b) There have been rampant cases of corruption facing some members of the Kenya Defence Forces, especially on matters of recruitment of new members into the defence forces, purchase of military and police equipment and deployment of officers on specialized duties.
  3. c) Tribalism, regionalism and nepotism have also been experienced in the Kenya Defence Forces, thereby demoralizing hardworking officers who are left out unfairly during promotions.
  4. d) Sometimes the Kenya Defence Forces faces the problem of lack of adequate funds to equip the forces with good equipment to facilitate their work.
  5. e) The majority of the military personnel are not provided with opportunities to acquire further education.
  6. f) Piracy and militia attacks and raids at the Kenyan Borders also present a major security challenge to the Defence Forces.
  7. g) Invasion of Kenya’s territorial waters by foreign fishermen and foreign fishing vessels from the big nations challenges the ability of the Kenya Navy to curb illegal fishing.
  8. h) The location of Moi Airbase at Eastleigh presents a big challenge to the air force. The Airbase was built by Britain in 1964 when the population in the area was scarce. Today the area has human congestion
  9. i) The defence forces also face challenges related to allegations on violations of human rights.

After the 2008 elections violence, the Kenya Army was deployed to restore peace in Mt. Elgon, where they were accused of violating human rights by killing people, destroying property, and sexually assaulting women.

 

The National Intelligence Service.

Initially called the Special Branch, This is an independent civilian government agency dedicated to protecting the national security interests of Kenya and safeguarding its citizens from threats such as terrorism and corruption.

Function of the National Intelligence Service

  1. a) It is responsible for security intelligence and counter intelligence to enhance national security.
  2. b) It liaises with the National police CID to investigate some of the threats that have criminal implications e.g. terrorism. And lay the appropriate charges.
  3. c) Information gathered by the NIS assists the government in decision –making and planning.
  4. d) The NIS in its operations protects human rights issues and the individual freedoms.

Challenges facing the National Intelligence Service.

  1. a) Lack of trust from Kenyan citizens. The citizens are reluctant to provide information to NIS as they view it not to be any different from the former Special Branch which was known to be a tool of oppression and torture.
  2. b) The body lacks financial credibility and political independence. The extent to which NIS is Neutral in its handling of sensitive affairs is questionable.
  3. c) Lack of a clear distinction between accountability and necessary secrecy has sometimes brewed tension. It is difficult to audit the activities of the Body just like any other government organization, due to the nature of its tasks.
  4. d) The growing volumes and complexity of communications presents a significant security challenge for national intelligence and government agencies that seek to intercept, process monitor and analyze it.
  5. e) External and internal threats for example Al-shabaab militia from Somalia, Merille Warriors from Ethiopia and Al-Qaeda attacks. Internally, the refugees hosted in Kenya and the illegal migrants from Somali and Sudan are also a threat. The problem of drug trafficking is also a threat.
  6. f) Continuous capacity building training is a necessity, given the complexity of the task. However this remains a challenge.
  7. g) Limited financial and human resources since inadequate funds are allocated to the service. This limits its operations. Sometimes even the staff employed is incompetent.
  8. h) Political interference- with the aim of using the service to gain political mileage.
  9. i) Ignorance of the Kenyan people on the kind of tasks the service undertakes and the advice it gives to the government. For example, anytime the country has been faced with tension or violence as was the case in 2008, the public seem not to understand the role of NIS.
  10. j) The organ does not have implementation powers and is limited in terms of the ability to follow up an implementation of the advice given to the government.

 

The National Police Service.

The East African Protectorate Police was first created in the 1890s. In 1920, it was renamed the Kenya Police. In 1953, control of the entire police force was placed under the Commissioner of Police. The National Police service was established in 2010 with a mandate to function throughout Kenya. It is headed by the Inspector-General who appointed by the president with the approval of the parliament.He / She exercises independent command over the national police service

The National polices Service Consists of;

  1. a) The Kenya Police Service, headed by a deputy inspector general also appointed by the president in accordance with the police service commission recommendations.
  2. b) The Administration Police Service, headed by a deputy inspector general also appointed by the president in accordance with the police service commission recommendations.

Functions of the National Police Service

  1. a) The National Police Service is responsible for the operations of the Kenya police service and the Administration police service in Kenya.
  2. b) It has the duty of ensuring the highest standards of professionalism and discipline among its members.
  3. c) It has the duty to prevent corruption and promote and practice transparency and

accountability.

  1. d) It has the duty to ensure that organs operating under it comply with constitutional standards of human rights and fundamental freedoms.
  2. e) It ensures that the staff is trained to the highest possible standards of competence and integrity and to respect human rights and fundamental freedoms and dignity.
  3. f) It fosters and promotes relationships with the broader society.

Functions of the police service (Kenya police service and administration police service).

  1. a) The police maintain law and order to ensure that those who break the law are arrested.
  2. b) The police protect the law in order to safeguard both life and property.
  3. c) It investigates crime and prosecutes offenders in the court.
  4. d) The police confines suspected criminals in remand as they await the hearing and judgment of their cases in the court.
  5. e) The police regulate traffic and arrests traffic offenders. They also check for defective or unroadworthy vehicles on the road in order to safeguard life.
  6. f) Provides assistance and relief services to victims of natural calamities such as floods, fire outbreaks and other emergencies.
  7. g) Takes part in national projects such as road construction, bridges, hospitals and other national facilities.
  8. h) The police take a leading role during public holidays. They control the crowd and entertain people.
  9. i) They liaise closely with international police (Interpol), in order to investigate and arrest international criminals such as terrorists and notor ious Somali pirates.

Challenges facing the National Police Service

  1. a) The police lack adequate transport and communication equipment necessary to discharge their duties. Lack of facilities such as radios, motor vehicles etc.
  2. b) Frequent road accident and congestion on roads add pressure to police work.
  3. c) Many members of the public in Kenya have Negative attitude towards the police making it difficult for them to discharge duties.
  4. d) Poor conditions of work and remuneration demotivates the police force.
  5. e) The police force has been accused of Corruption, sometimes demanding for money from the public. This undermines the maintenance of law and order.
  6. f) Easy access to dangerous and sophisticated weapon by criminals makes police work more difficult.
  7. g) Terrorism is a serious challenge to the police in Kenya. Some of the terrorists have targeted members of the police force.
  8. h) Political interference in the work of the police compromises the integrity of the police force.
  9. i) Modernization and advancements in ICT also some with major challenges for the police.

Incidents of cyber crimes have escalated in the world, including kenya.

  1. j) Lack of regular – in service training for police officers to cope with emerging challenges. This challenge is even compounded by the problem of recruiting of people with low academic qualifications into the force and who can’t deal with sophisticated cases.

The National Police Service Commission.

The structure of the National Police Service Commission.

The Commission consists of the following persons, each appointed by the President;

  1. a) A person who is qualified to be appointed as a High Court Judge, and who is appointed by the president.
  2. b) Two retired senior police officers, each of whom is appointed by the president.
  3. c) Three persons of integrity who have served the public with distinction, each of whom is appointed by the president.
  4. d) The Inspector-General of the National Police Service.
  5. e) Both Deputy Inspectors-General of the National Police Service.

Functions of the National Police Service Commission

  1. a) The Commission recruits and appoints persons to hold or act in offices in the service.
  2. b) The commission confirms appointments, and determines promotions and transfers within the National Police Service
  3. c) It observes due process, exercises disciplinary control over and removes persons holding or acting in offices within the Service.

Possible solutions to challenges facing the national security organs.

  1. a) The security organs have acquired modern telecommunication equipment and vehicles to improve transport and communication in the security force.
  2. b) Introduction of the post of public Relations Officer/ Spokesman in the organs to coordinate and disseminate information.
  3. c) Raising of qualification requirements for anybody aspiring to join the security organs. This has paved way for employment of university graduates in the forces.
  4. d) Introduction of professional training programmes for officers with the aim of improving the effectiveness of the organs of national security.
  5. e) The terms and conditions of service for the members of the security organs have been improved
  6. f) Community policing has-been introduced to help the security forces to get information from the public through hotlines and suggestion boxes.
  7. g) There is increased patrolling by the Kenya navy as far north as Somali border to address maritime defence more seriously.
  8. h) The aviation experts have recommended the relocation of Moi Airbase from its current location which id congested.

Correctional services.

The Correctional service Department in Kenya has its origins in the adoption of the India Prisons Act in Kenya in 1894 by the colonial government. Initially, prisons were under the supervision of the provincial Administration.In 1963 the Prisons Act was enacted to harmonize the treatment and conditions of offenders in Kenya’s penal institutions. The Act’s milestone provisions were;

  1. a) Youth corrective training centres
  2. b) Extra-mural and penal employment
  3. c) Provision for organization, discipline, power and duties of prisons officers.

Correctional services in Kenya are provided by the former Kenya Prisons Service.

The Kenya Prisons Reform Programmee in 2001 adopted The Open Door Policy under which the following reforms were initiated.

  1. a) Interactive collaboration with all stakeholders in the administration of criminal justice such as courts of law and members of the National Police Service.
  2. b) Improvement in the management and conditions of the prisons, including rehabilitation programmes, with a view to empower prisoners with knowledge and skill, hasten their reintegration into society and empower them to be law abiding citizens upon release.

The functions of Correctional Services in Kenya.      

  1. a) They Rehabilitate/correct criminals through counseling.
  2. b) They deter known criminals from committing other crimes.
  3. c) They administer Punishment to sentenced criminals as prescribed by the court rulingsimplement the decisions of the courts regarding treatment of prisoners.
  4. d) They confine prisoners convicted by the courts of law to ensure that the rights and freedoms of the public are protected.
  5. e) They provide vocational training for prisoners in fields that they make them productive citizens of the country at the end of their jail term.
  6. f) They keep watch over he behaviors of suspected criminals whose cases are still pending in the law courts.
  7. g) They take care of the welfare of prisoners by providing them with the necessary medical attention.
  8. h) They confine suspected dissidents who are a threat to state security.

Challenges facing correctional services in Kenya

  1. a) The challenge of overcrowding in prisoners on the rise, overcrowding in correctional facilities has been inevitable. This results in poor living and sanitation conditions for inmates.
  2. b) Disease outbreak is a very common problem in our prisons mainly caused by inadequate and congested facilities. HIV and AIDS is rampant in prisons
  3. c) Mistreatment of inmates by warders. This has once happened at Kingongo when some inmates were allegedly tortured and killed by warders when they attempted to escape.
  4. d) Food shortage, inadequate medical facilities and poor clothing further compound the situation in prisons.

The following reforms have been undertaken to improve the conditions of correctional services in Kenya.

  1. a) Improvement in the quality of food, medical services and living conditions for prisoners.
  2. b) Provision of sufficient beddings and clothing.
  3. c) Introduction of extra-mural Penal employment for petty offenders to ease congestion in the prisons.
  4. d) There has been supply of new and comfortable motor vehicles for efficient transport in the correctional services department.
  5. e) Petty offenders have been constantly released to ease congestion in prisons. For example the release of a record 11,500 prisoners in December 2003. Death row inmates who have also been in jail for over ten years have been released.
  6. f) Easing of access to prisons/visits by members of the public/relatives.
  7. g) Introduction of public Relations office to disseminate information.
  8. h) Streamlining the hearing of cases with a view of keeping prisoners in remand for a short period before sentencing them.
  9. i) The national government has also become directly involved the affairs of those receiving correction services.

THE JUDICIARY.

Judicial authority and legal system.

Judicial Authority is derived from the people and is vested in courts and tribunals established by the constitution.

Principles that guide Judicial Authority in Courts and Tribunals in Kenya.

  1. a) Justice must be done to all, irrespective of status.
  2. b) Justice shall not be delayed.
  3. c) Alternative forms of dispute resolution must be pursued including reconciliation,

mediation, arbitration and even traditional dispute resolution mechanism.

  1. d) Justice shall be administered without undue regard to procedural technicalities.
  2. e) The purposes and principles of the constitution must be protected and promoted.

Ways in which the traditional Dispute resolution is limited in Kenya.

  1. a) The mechanisms used in traditional dispute resolution should not contravene the Bill of RIGHTS.
  2. b) The traditional court should not operate in a way that is repugnant to justice and

morality or results in outcomes that are regnant to justice or morality.

  1. c) The operations of the traditional courts should not be inconsistent with the constitution.

The structure of the judicial system in Kenya.

The Hierarchy of the court system in the Kenyan judiciary is in accordance with;

  1. a) The seriousness of the cases the courts handle.
  2. b) The punishment they give out
  3. c) The geographical area of operation.

The courts have either original or appellate jurisdiction.

Difference between original and appellate jurisdictions.           

~  Original jurisdiction refers to the ability of a court to hear cases brought to a court for the first time.

~  Appellate jurisdiction is the powers of a court to hear appeals brought in from a lower court.The Judiciary consists of the judges of the superior courts, magistrates, other judicial officers and staff. The Head of the Judiciary is the Chief Justice with the Deputy Chief Justice as the Deputy Head of the Judiciary.Chief Registrar of the Judiciary is the chief administrator and accounting officer of the Judiciary.

The System of courts is as follows

  1. Superior Courts

Supreme Court consisting of the Chief Justice who is the president of the court, the Deputy Chief Justice-the vice-president of the court; and five other judges.

Appointment to the Supreme Court requires the following qualifications;

  1. Degree in law from a recognized university or an advocate of the high Court of

Kenya.

  1. Atleast fifteen years experience as a superior court judge or a distinguished

academic, judicial officer, legal practioner and or other relevant legal field.

  1. High moral character, integrity and impartiality.

Supreme Court Judges retire at the age of seventy Five Years.

Functions of the Supreme Court of Kenya.

  1. a) The Supreme Court has exclusive original jurisdiction to hear and determine disputes relating to the elections to the office of President.
  2. b) It has appellate jurisdiction to hear and determine appeals from the Court of Appeal; and any other court or tribunal.
  3. c) The Supreme Court gives an advisory opinion at the request of the national government, any State organ, or any county government with respect to any matter concerning county government.
  4. d) It has of right in any case involving the interpretation or application of the Constitution.
  5. e) All courts, other than the Supreme Court, are bound by the decisions of the Supreme Court
  6. Court of Appeal consisting of judges, not fewer than twelve, a president of the Court of Appeal elected by the judges of the Court of Appeal from among themselves. (The court of Appeal has membership of 30 Judges currently). Each judge to be appointed to the court of Appeal should have ten years experience as a superior court judge or atleast ten years as a distinguished academic or legal practioner.The court of appeal does not have original jurisdiction except on an application for a stay of execution pending appeal to it on contempt proceedings.

Function of the Court of Appeal in Kenya.

The Court of Appeal has jurisdiction to hear appeals from the High Court; and any other court or tribunal as prescribed by an Act of Parliament.

  1. High Court headed by a Principal Judge of the High Court, who shall be elected by the judges of the High Court from among themselves.

Functions of the high court of Kenya.

  1. a) The High Court has unlimited original jurisdiction in criminal and civil Matters.
  2. b) It has jurisdiction to determine the question whether a right or fundamental freedom in the Bill of Rights has been denied, violated, infringed or threatened.
  3. c) It has jurisdiction to hear an appeal from a decision of a tribunal appointed to consider the removal of a person from office. For example, appeals from the courts martial, Business and rental Tribunals on matters related to the constitution.
  4. d) It has jurisdiction to hear any question respecting the interpretation of the Constitution including the determination of the question whether any law is inconsistent with or in contravention of this Constitution;
  5. e) It determines any matter relating to constitutional powers of State organs in respect of county governments and any matter relating to the constitutional relationship between the levels of government.
  6. f) The High Court has supervisory jurisdiction over the subordinate courts and over any person, body or authority exercising a judicial or quasi-judicial function, but not over a superior court
  7. g) It listens to appeals from the lower courts when the parties involved are not satisfied.
  8. h) It deals with disputes that take place outside Kenya’s territorial wate rs/maritime.
  9. i) It hears appeals from decisions made by professional disciplinary tribunals involving advocates of the high court and other members of the profession.
  10. j) It acts as a constitution court by determining whether a case brought before it is

constitutional or unconstitutional.

  1. k) It listens to appeals from special courts when the parties are not satisfied with the decision made.
  2. l) It corrects/amends the irregularities in decisions made by lower courts.
  3. m) It hears cases that carry death sentences / involve large sums of money.
  4. n) It deals with cases that concern land/succession disputes.
  5. o) It hears election petitions.
  6. p) It exercises divorce jurisdictions in matrimonial matters,
  7. q) It hears appeals from tribunals E.g. Rent Restrictions, Business Premises Rent Tribunal.

Termination of the services of a judge from office.

A judge can be dismissed from service on the following grounds.

  1. a) Inability to perform the functions of the office arising from mental or physical

incapacity.

  1. b) A breach of a code of conduct prescribed for judges or superior courts by an act of parliament.
  2. c)
  3. d)
  4. e) Gross misconduct or misbehavior.

The process of removal of a judge from office.

Such a process is initiated by the Judicial Service Commission on its own initiative or on petition of any person to it based on any of the dismissal grounds.The commission, if satisfied with the petition or initiative, forwards the matter to the president, who will suspend the said Judge, within Fourteen Days after receiving the petition and on advice of the Judicial Service Commission.A tribunal is then appointed to determine the case. If the Judge is aggrieved by the decision of the Tribunal, he/she may appeal to the Supreme Court within ten days after the tribunal has made its recommendation. The president will finally act in accordance with the recommendation of the tribunal.

  1. Subordinate courts.
  2. a) The Magistrates courts.

Its jurisdiction in both Civil and criminal cases is limited to geographical areas.

However the courts have unlimited Jurisdiction in proceedings concerning claims under customary law such as dowry, divorce, legitimacy, inheritance and the administration of estates of the deceased person.They have unlimited jurisdiction in dealing with matters related to land, adultery and inheritance. These are the courts responsible for sentencing persons who have broken law of the land.

Reasons why a person who has broken the law should be sentenced by a court.

  1. To deter the criminal from future crimes.
  2. To deter others from committing similar offences since they would have known the punishment for breaking the law.

iii.  To secure for the public a period o protection from the offender who is in prison.

  1. To reform the criminal through counseling and corrective training
  2. To satisfy the demands of the people for retribution through punitive justice.
  3. b) The Kadhis’ courts.

The courts are headed by a Chief Kadhi and not fewer than three Kadhis

Qualifications for appointment as a Kadhi.

  1. One must profess the Muslim religion.
  2. One must possess such knowledge of the Muslim law applicable to any sects of Muslims.

The jurisdiction of the Kadhis Court is limited to the determination of questions of Muslim Law relating to personal status, marriage, divorce or inheritance in proceedings in which all concerned parties profess to the Muslim religion.

  1. c) The Courts Martial.

This is a subordinate court that was established under the Armed Forces Act after the abortive ’82 Air force coup. It has penal or disciplinary powers to ensure discipline within the armed forces. they try cases involving assisting an enemy, cowardice, desertion, insubordination, neglect of duty, drunkenness, malingering and absence without leave.

There is no right to appeal to the high court against the decisions of the courts martial unless they involve constitutional cases.

Industrial Court

Juvenile Court

The Judicial Service Commission.

Membership of the JSC is as follows.

  1. a) The Chief Justice who is the Chairperson of the Commission.
  2. b) One Supreme Court judge elected by the judges of the Supreme Court.
  3. c) One court of appeal judge elected by the judges of the court of appeal.
  4. d) One High Court Judge and one magistrate, of whom one must be a woman and one a man elected by members of the association of judges and magistrates.
  5. e) The attorney General.
  6. f) Two advocates , one woman and one man each with atleast fifteen years of experience, elected by members of the statutory body responsible for the professional regulation of advocates (LSK)
  7. g) One person nominated by the public Service Commission.
  8. h) One woman and one man to represent the public, not being a lawyer, appointed by the president with the approval of the national assembly.
  9. i) The chief registrar of the Judiciary, who will be secretary to the commission.

Members, except the AG and Chief Justice hold office for a term of 5 years and can be reappointed for one further term

Functions of the Judicial Service Commission

  1. a) The Judicial Service Commission promotes and facilitates the independence and

accountability of the judiciary and the efficient, effective and transparent administration of justice.

  1. b) It recommends to the President persons for appointment as
  2. c) It reviews and makes recommendations on the conditions of service of judges and judicial officers, other than their remuneration; and the staff of the Judiciary.
  3. d) It appoints, receives complaints against, investigates and removes from office or otherwisediscipline registrars, magistrates, other judicial officers and other staff of the Judiciary.
  4. e) It prepares and implements programmes for the continuing education and training of judges and judicial officers.
  5. f) It advises the national government on improving the efficiency of the administration of justice.

The concept of “Independence of the Judiciary” in Kenya.

  1. a) In the exercise of judicial authority, the Judiciary is subject only to the Constitution and the law and not to the control or direction of any person or authority.
  2. b) The office of a judge of a superior court cannot be abolished while there is a substantive holder of the office.
  3. c) A member of the Judiciary is not liable in an action or suit in respect of anything done or omitted to be done in good faith in the lawful performance of a judicial function. The Judicial Act protects Judges and Magistrates against any form of victimization and molestation.
  4. d) There is a separate system of command for the judiciary unlike other government

departments.

  1. e) Appointment of the magistrates is done independently by JSC, which is independent of PSC.

The president in consultation with the Judicial Service Commission appoints the Judges.

  1. f) The judges are bound by the Oath of Allegiance to perform their duties without fear or favour.
  2. g) Judges enjoy security of tenure.
  3. h) Statutes fix salaries and allowances of Judges.

Challenges facing the judiciary in Kenya.

  1. a) There is constant Conflict between the three arms of government. This hinders the just operation of the judiciary. Too much interference from the Executive has undermined the independence of the Judiciary.
  2. b) The long court processes have always delayed dispensation of justice in Kenya.
  3. c) This is common among the Judges who sometimes compromise their integrity due to greed/ Public doubts of its impartiality due to rampant corruption
  4. d) Inadequate personnel. There are few qualified judges. For example in 2002, there were 47 judges serving a population of 30 million people. This causes delay in hearing of cases.
  5. e) There is constant termination of cases by the Attorney General thereby denying justice to some genuine cases.
  6. f) Poor co-ordination within the court system
  7. g) Incompetence of some judicial officers. E.g. poor and inconsistent judgments. This has been attributed to flawed appointments and promotion procedures.
  8. h) Lack of adequate funds to cater for the needs of the judiciary. This has led to inadequate court structures and facilities such as equipment, chairs, libraries etc.
  9. i) Lack of continuous legal education to keep them a breast of the latest legal development and skills in information technology.
  10. j) There is a lot of ignorance among the public in Kenya on judicial affairs and their legal rights/ignorance on the legal rights. Members of the public fear the courts and the court language.
  11. k) Information on the judiciary has not been made available to the public and it appears to be a preserve of a few.
  12. l) Litigation fees are high limits public’s access to the courts.

Solutions to the problems facing Kenya’s Judiciary.

  1. a) There has been increased legal education given to officers and members of the public by the judiciary and other bodies like Kituo Cha Sheria, which releases information booklets and offers free legal advice to people.
  2. b) The terms and conditions of service for judges and other officers were improved in 2002 in order to make them work better.
  3. c) The government also set up a committee led by Justice Aaron Ringera in what was famously referred to as Judicial Surgery, to investigate the conduct of judges. Those who were adversely mentioned in the report were suspended.
  4. d) The government has recruited more legal officers to reduce the backlog of cases in courts.
  5. e) The passing of the Vetting of Judges and Magistrates Act, 2011 (VJM Act) In March 2011, established the Judges and Magistrates Vetting Board, chaired by Sharad Rao ,which is carrying out the vetting exercise to restore public confidence in the Judiciary.

Some of the mile stone decisions undertaken to restore public confidence in the judiciary include;

~  The suspension of Deputy CJ Nancy Baraza and her final resignation for harrassing an innocent security guard.

~  Dropping of President of the Kenyan Appellate Court Justice Riaga Omollo for political bias and authoritarian demeanor while carrying out his activities on the bench.

~  Dropping Judge Samuel Bosire for condoning torture of suspects during Coup trial in 1982.

~  Dropping of Court of Appeal Judge Emmanuel Okubasu for being unsuitable to continue holding office. Joseph Nyamu

~  Justice Mohammed Ibrahim, though Praised as impartial and immune to corruption,  was dropped for having an overflowing in-tray of cases

~  Appellate judge Roselyn Nambuye was kicked out due to delays in delivering more than 270 judgements and being too wordy in her ruling.

However Nambuye and Mohammed Ibrahim successfully appealed against the decision which once more saw their reinstatement on 21at September 2012 pending further investigations.

The Rule of Law.

Meaning of ‘the Rule of Law’.

This is the absolute supremacy or predominance of regular law as opposed to arbitrary power.The concept is associated with the view of Albert Venn Dicey who published a book, The Law of the Constitution in 1895, in which he presupposes the supremacy of the law. That all persons whether individual or in government, are subject to the law.

In Kenya, all citizens and residents are subject to and governed by the same law irrespective of their status, race and religion

Elements of the rule of law.

  1. a) The principle of legality. The state can only exercise those powers granted to it by the law. It should be a government of laws and not of men.
  2. b) Separation of powers of the three arms of government. This refers to the practice of dividing the powers of government into the executive, legislature and judicial functions equally and putting in place a system of checks and balances to ensure they control each other. The three functions are to be independent of each other.
  3. c) Equality before the law. Everyone should be treated equally under the law.
  4. d) The judiciary must work without favour or the fear of intimidation in the administration of justice.

The principles of the Rule of Law.

Joseph Raz in an article titled, The Rule of Law and its Virtues outlines the following eight principles of the rule of law.

  1. a) All laws should be prospective and open. A new law should only apply in future.
  2. b) Laws should be durable and not changing every other day.
  3. c) No centre of power, and specifically parliament, should enjoy monopoly right in making laws for citizens of a country, the judiciary should scrutinize parliament.
  4. d) The independence of the judiciary should be protected.
  5. e) The principal of natural justice should form an important element in the judicial system of a country.
  6. f) There must be easy accessibility to the courts of law. They should neither be expensive nor intimidating.
  7. g) The security forces should not use force in contravention of the law.

Meaning of the concept of Natural Justice.

it refers to the requirement that the bodies that resolve disputes adhere to at least minimum standard of fair decision making

Two principles govern the Concept of Natural Justice.

  1. The person affected by an impending decision must have the right to a fair hearing prior to the decision being made.
  2. The person or body hearing the case should act in good faith and without Bias.

The right to fair hearing

  1. a) The accused must be given prior notice of the case against him and given a chance to respond.
  2. b) The accused must be given chance of knowing the case against him and stating his own case.
  3. c) The person charged should have opportunity to consider, challenge and contradict any evidence, being fully aware of the allegations leveled against him.
  4. d) The person has a right to legal representation by a legally qualified person.
  5. e) All legal decisions should have reasons within the law..

The rule against Bias.

Full inquiry must be conducted into the circumstances involved before the Arbitrator makes a decision.  The decision made should be impartial with the adjudicator lacking interest in the outcome.A person is presumed innocent until proven otherwise and the police have no right to beat up suspects.

 

 

 

 

 

 

 

 

 

 

 

HISTORY FORM FOUR NOTES

 

World War

World War I or the First World War was a war fought by many countries, which is why it is called a “world” war. It started in 1914 and ended in 1918. 135 countries took part in World War I, and more than 15,000,000 people died in the war.

World War One – Causes

The First World War, which began in August 1914, was directly triggered by the

assassination of the Austrian archduke, Franz Ferdinand and his wife, on 28 June 1914 by Bosnian revolutionary, Gavrilo Princip. This event was, however, simply the trigger that set off declarations of war.

The actual causes of the war were;

1)  The system of Alliances

An alliance is an agreement made between two or more countries to give  each other help if it is needed.  A number of alliances had been signed by countries between the years 1879 and 1914.  For example, the Dual Alliance signed by Germany with Austria

Hungary in 1879 and later joined by Italy in 1882 to become the triple Alliance. This system led to the division of Europe into two antagonistic power blocs. It led to fear and suspicion between nations. It transformed local disputes into a general conflict. The Triple Alliance of Germany, Austria-Hungary and Italy were directly opposed by the Entente powers of France and Russia and later included Great Britain to form the Triple Entente in 1907.

2)  Imperialism

Imperialism  is  when  a  country  takes  over  new  lands  or  countries  and  makes  them subject  to  their  rule.  By  1900,  the  British  Empire  extended over five  continents and France  had  control  of  large  areas  of  Africa. With  the  rise  of  industrialism,  countr-ies needed new markets. The amount of lands ‘owned’ by Britain and France increased their rivalry with Germany who had entered the scramble to acquire colonies late and only had small areas of Africa.

3)  Economic rivalry.

According to Marxism, the highest form of capitalism would ultimately lead to an

inevitable war through economic rivalry. In the late 19th century, all European powers had industrialized or had started. Therefore, to match the needs of economy and industry, nations sought to expand their territory through imperialism in order to gain raw mater-ials and markets. This then led to the clash of imperial interest between nations and ultimately led to conflict and war.

4)  Militarism

Militarism  means  that  the  army  and  military  forces  are  given  a  high  profile by  the government. The growing European divide had led to an arms race between the main countries. The armies of both France and Germany had more than doubled between 1870  and  1914  and  there  was  fierce  competition  between  Britain  and  Germany  for mastery  of  the  seas.  The  British  had  introduced  the ‘Dreadnought’,  an  effective battleship,  in  1906.  The  Germans  soon  followed  suit  introducing  their  own battle-ships. The German, Von Schlieffen also drew up a plan of action that involved attacking France through Belgium if Russia made an attack on Germany.

5)  Nationalism

Nationalism  means  being  a  strong  supporter  of  the  rights  and  interests  of  one’s country.  The  Congress  of  Vienna,  held  after  Napoleon’s  exile  to  Elba,  aimed  to  sort out problems in Europe. Delegates from Britain, Austria, Prussia and Russia decided upon  a  new  Europe  that  left  both  Germany  and  Italy  as  divided  states.  Strong nationalist  elements led  to the  re-unification of Italy  in 1861  and  Germany in  1871.

The settlement at the end of the Franco-Prussian war left France angry at the loss of

Alsace-Lorraine to Germany and keen to regain their lost territory. Large areas of both Austria-Hungary  and  Serbia  were  home  to  differing  nationalist  groups,  all  of  whom wanted freedom from the states in which they lived.

6)  Moroccan Crisis

In  1904  Morocco  had  been  given  to  France  by  Britain,  but  the  Moroccans  wanted their  independence.  In  1905,  Germany  announced  her  support  for  Moroccan indepe-ndence. War was narrowly  avoided by a conference which allowed France to retain possession of Morocco. However, in 1911, the Germans were again protesting against  French  possession  of  Morocco.  Britain  supported  France  and  Germany  was persuaded to back down for part of French Congo.

7)  Bosnian Crisis

In  1908,  Austria-Hungary  took  over  the  former  Turkish  province  of  Bosnia.  This angered Serbians who felt the province should be theirs. Serbia threatened Austria Hungary  with  war.  Russia,  allied  to  Serbia,  mobilized  its  forces.  Germany,  allied  to Austria-Hungary  mobilized  its  forces  and  prepared  to  threaten  Russia.  War  was avoided when Russia backed down. There was, however, war in the Balkans between

SPECIAL COVERAGE

The First Moroccan Crisis

The First Moroccan Crisis clearly indicated that Germany’s relation with France was at best fragile. In 1905 Morocco was one of the few African states not occupied by a European power. In May 1905 it was agreed that an international conference should be held on Morocco  in Algeciras.

The Algeciras Conference of 1906

The main aim was to decide what was to be done with regards to Morocco. The two main protagonists at Algeciras were France and Germany.

However, it soon became very clear to Germany that other European powers had sided with France – Britain, Spain and Italy. The Algeciras Conference ended on April 7th 1906.The Germans got very little out of the conference. The plan to create a triple alliance or even a quadruple alliance to isolate Great Britain failed. Arguably, by the end of the conference, Britain and France had even closer ties to one another. A German presence in North Africa had also failed to materialize. The French media portrayed Germany as an inferior nation, much to the concern of the more experienced politicians in Paris. The Algeciras Conference may have ‘resolved’ the crisis in Morocco but the outcome clearly defined Europe into certain camps. At this conference Germany publicly lost out .

The Agadir Crisis of 1911 (the Second Moroccan Crisis.)

The Agadir Crisis occurred in 1911 just four years after the First Moroccan Crisis. Germany’s attention was diverted after the 1905-06 crises by other issues, mainly building up her navy so that it rivaled the Royal Navy. As a result France spent five years having far more influence in Morocco than Germany. They backed the corrupt Sultan, Abdul Aziz, who was accused by some of his countrymen of selling out Morocco to the

French. The half-brother of Aziz, Mulay Hafid, took a stand on behalf of the Moroccan people who proclaimed him Sultan in January 1908. Fez also came under attack. In April 1911 a decision was made in Germany to send troops to Fez to support the foreign contingent living there. The plan was to send German warships to Agadir and Mogador ostensibly to defend German citizens in Morocco. A gunboat, the ‘Panther’, was sent to Agadir on July 1st 1911.

What part did the Agadir Crisis play in the outbreak of World War One?

The episode proved that Germany was hell-bent on trying to dominate Europe as a whole. Winston Churchill and David Lloyd George were among those who believed this.

1911 and 1912 when the Balkan states drove Turkey out of the area. The  states then fought  each  other  over  which  area  should  belong  to  which  state.  Austria -Hungary then  intervened  and  forced  Serbia  to  give  up  some  of  its  acquisitions.  Tension between Serbia and Austria-Hungary was high.

8)  The Assassination of Archduke Franz Ferdinand

A secret society called Ujedinjenje Ili Smrt, (‘Union or Death’) or Black Hand was founded in Belgrade, an outgrowth of an older Serb nationalist group:  Narodna Odbrana. When it was learned that the Heir-Apparent to the Austrian throne, Franz Ferdinand, was scheduled to visit Sarajevo in June of 1914, the Black Hand decided to assassinate him.

Three young Bosnians were recruited, trained and equipped: Gavrilo Princip, Nedjelko Cabrinovic and Trifko Grabez. The murders of Franz Ferdinand and Sophie brought Austro-Serbian tensions to a head. As Vienna took a hard line against Serbia, the other powers in Europe took sides. The wheels of war gained speed. The Crisis of July turned into world war, just over thirty days after Franz Ferdinand and his wife Sophie were shot.

System of Alliances.

By 1914, Europe had divided into two camps.

1)  The Triple Alliance was Germany, Italy and Austria-Hungary.

2)  The Triple Entente was Britain, France and Russia.

1)  The Triple Alliance

The alliance between Germany and Austria was natural. Both spoke the same language -German – and had a similar culture. Austria was in political trouble in the south-east of Europe – the Balkans. She needed the might of Germany to back her up if trouble got worse. Italy had joined these countries as she feared their power on her northern border.

Each member of the Triple Alliance (Germany, Austria and Italy) promised to help the others if they were attacked by another country. By the close of the war the Central Powers had been extended to incorporate Bulgaria and Turkey

2)  The Triple Entente

The Entente Powers comprised a military alliance – driven by a variety of inter-related treaties – of France, Great Britain and Russia.The Entente alliance sprang from the military concerns of Germany’s neighbours to east and west. Russia and France; accordingly in 1894 they signed an alliance based upon fears of growing German power. Britain subsequently forged alliances with both Russia and France once it became clear that Germany intended to construct a navy to match the Royal Navy in the late 1890s. Thus the Entente Alliance was not a formal alliance. The term was later replaced by the more general ‘Allies’ to include other nations

including Italy and Japan.

THE COURSE OF THE WAR.

The war was fought in three continents; Europe, Africa and Asia and both on land and on the sea. In Europe, the war was fought in two fronts

  1. The Western Front was where most of the fighting between Germany and the Allies happened. The war in western front was fought in Belgium and France as per the Schlieffen plan. Count Alfred von Schlieffen, mastermind of the Schlieffen Plan, served as Germany’s Chief of the Imperial General Staff from 1891 to 1905. It was Schlieffen’s plan, long after he retired fro army (1906) that was used for the August 1914 attack on France that was to trigger World War One.

The Schlieffen Plan entailed an attack on France (while Russia mobilised her army)

followed by an attack on Russia. The plan meant that Germany could place the bulk of her military might on one frontier and then move it to another.

The basic mechanics of Von Schlieffen’s plan were;

  1. a) A devastating attack on France via neutral Belgium as soon as Russia had

announced her intention to mobilise, which would take six weeks.

  1. b) A holding operation on the Russian/German border to be carried out if necessary

and if required.

  1. c) Germany was to use 6 weeks to defeat France. a massive and successful surprise

attack against France would be enough to put off Britain becoming involved in a

continental war

  1. d) Germany would then use her modernised rail system to move troops quickly from the French operation to the Russian front. Russia would then be attacked and

defeated.

The Schlieffen Plan was daring but it had a number of glaring weaknesses:

  1. a) The actions of Russia determined when Germany would have to start her attack

on France even if she was ready or not.

  1. b) It assumed that Russia would need six weeks to mobilise. But she mobilized

faster than it was assumed.

  1. c) It assumed that Germany would defeat France in less than six weeks.

Early on July 31, Russia began a full mobilization of its forces in preparation for war with Austria-Hungary. On August 1, Germany declared war on Russia and German troops began moving into Luxembourg in preparation for invading Belgium and France.

On August 2, Germany contacted the Belgian government requesting free passage

through Belgium for its troops. This was refused by King Albert and Germany declared war on both Belgium and France on August 3.The German Army went into Belgium on the 4 August. On the same day, Great Britain started a war on Germany, because Britain was a friend of Belgium. When the Germans got to the Belgian city of Liège, they did finally push the Belgians out of the city, but it had taken longer than the German generals had planned.On December 24-25, 1914, there was a temporary halt to the fighting on parts of the Western Front. This was the Christmas truce.The initial force behind the Christmas Truce came from the Germans. Christmas was celebrated in full, with men visiting across the lines and gifts of food and tobacco being exchanged.  As Christmas ended, both sides reluctantly returned to war, the bonds forged at Christmas slowly eroded as units rotated out and the fighting became more ferocious.By 1915, the Western Front had become a stalemate as both sides engaged in trench warfare.The men on both sides took spades and dug lines of trenches went all the way from Switzerland to the North Sea, because they did not want to be killed. In front of the trenches, there was barbed wire that cut anyone who tried to climb over it, and mines that blew up anyone who tried to run across the “no man’s land” that was in between the trenches. Gas was also an important weapon used.The war in the west was static in the next three years and attempts by the military commanders on both sides to break the stalemate led to deaths of many soldiers. At the battle of the Somme in 1916 60,000 British men died in a single day. It was one of the bloodiest days in the history of the British army. Seeking to shatter the Anglo-French lines, the German Chief of Staff, Erich von Falkenhayn, began planning a massive assault on the French city of Verdun. The Battle of Verdun lasted from February 21, 1916 until December 18, 1916 and was one of the longest and bloodiest battles of World War I. A brutal battle of attrition, Verdun cost the French an estimated 161,000 dead, 101,000 missing and 216,000 wounded. German losses were approximately 142,000 killed and 187,000 wounded.

  1. The Eastern Front was fought in Central and Eastern Europe and was one of the

main places where World War I took place. The start of the war on the eastern front

involved an attack on Russia on 1st of august 1914. On August 6, Austria-Hungary

declared war on Russia and six days later entered into hostilities with France and

Britain. The Russians were decisively defeated by allied forces of Austria and

Germany at the battle of Tanneberg in august 1914 and at the battle of Missourian

Lakes in September 1914.

War in the seas

Some of the fiercest battles between the Allies and the central powers took place in the sea.By May 1916, Germany’s main fleet was stationed in the North Sea to attack Britain’s fleet. However, the British intelligence decoded the German wireless code and was able to prepare the royal navy to fully counter Germany’s challenge. Both sides suffered causalities in the war that followed. 11 german ships and 14 British ships were lost.

Importance of Britain’s supremacy at sea

  1. a) The British naval forces assisted in blocking the central powers particularly the

Germans from accessing food and raw materials from other parts of the world.

This derailed their war plans.

  1. b) Her naval supremacy enabled the allies to capture colonies of the central

powers.

  1. c) The sea blockade enabled the allies to maintain uninterrupted communication

with other allied forces, as well as safeguard the british food and raw material

supplies from other parts of the world.

The final phase of World War 1

The final phase of the war was a second Germany onslaught on France in 1918 where the Germans were decisively defeated in the hands of USA soldiers.

End of World War I.

Two events that led to the end of World War I were:

1)  Russia’s withdrawal from the war after the Great Russian revolution.

2)  The declaration of war by the United States of America against the central

powers.

The First Russian Revolution

In 1917, there was a revolution in Russia. The Russian people didn’t want to fight

anymore, because the war had been putting burdens on them, and many of them were poor and hungry.

The Second Russian Revolution

Two factions fought to rule over Russia. The passive Mensheviks lost against radical Bolsheviks. The leader of the Bolsheviks was Vladimir Lenin (1870-1924) which was Communist who followed the ideas of Karl Marx. The new government sued the Germans for peace, and signed a peace treaty called Brest-Litvosk with the Central Powers in March 1918 at the city of Brest Litovsk.

The Germans and Russians stopped fighting. This gave Germany lots of land in Eastern Europe and the Baltic Sea

USA entry into the war.

The German generals using submarines named U-boats (underwater boats) attacked

American ships (Lusitania) that were carrying food and weapons to Great Britain. Some Americans were killed by the submarines.Germany also wrote a secret telegram note to Mexico suggesting that the two countries work together to attack the United States (the Zimmerman Telegram- because the person who sent it was named Arthur Zimmerman-the german foreign minister).

Other reasons why USA entered the war on the side of the Allies were;

  1. a) America was concerned with safeguarding her trade with Britain. (US– Anglo

relationship was strong). USA was fully aware that the a defeat of Allied powers

would cost her financial and industrial institutions

  1. b) The USA and British intelligence were able to link some Germany sympathizers

with the industrial sabotage in factories and trade unions in the USA.

  1. c) Cruelty of the Germans led to the growth of anti-Germany feelings in the United

States. Many of the Allies sympathizers had relatives in either France or Britain.

American people decided that they wanted their country to enter the war to punish

Germany. On April 6, 1917 the United States declared war against Germany and became part of the Allies.The socialist politicians declared Germany a republic and met with the Supreme Commander of the allied forces on 7th November 1918, Ferdinand Foch, to negotiate for end of the war with very stiff terms to the Germans.

The stiff terms given to the Germans included;

  1. a) Germany to withdraw from all occupied territories, including overseas colonies.
  2. b) All German forces west of the Rhine to be withdrawn.
  3. c) All German warships to surrender to the Allies.
  4. d) Occupation of some parts of Germany by the Allies.
  5. e) All Allied prisoners of war to be released.

The Germans were given 72 hours to either accept or reject these stiff conditions.

Protesting bitterly, they signed an armistice on 9th November 1918.

At 11:00 AM on 9th November 1918, the war ended.

Reasons why the allies won World War I.

  1. a) Allied powers had many supporters drawn from 25 states some of which were

Britain, France, Belgium, Russia, Italy, USA, Japan and Portugal. They had more

manpower than the central powers.

  1. b) Germany failure to effectively control her expensive colonies and others turned

against her.

  1. c) USA entry into war on the side of the allies accelerated the defeat of the central

powers. The industrial might of USA and her economic wealth helped the Allies to

force the central powers to their knees.

  1. d) The Allies had able and focussed political leaders like Lloyd George-the British

Premier and Georges Clemenceau, the French Premier.

  1. e) Germans/axis powers made serious technical mistakes like invasion of the neutral Belgium by Germany which turned the world opinion against the central powers.
  2. f) Superior naval power of the Allies. The superiority of the British Royal Navy enabled the Allies to enforce a naval Blockade that caused severe food shortages among the central powers.
  3. g) Germany fought the war on many fronts.
  4. h) Germany was badly led down by her colleagues like Italy who decamped and

Bulgaria and Austria-Hungary who had to be assisted all the time. Turkey on her part easily accepted defeat.

  1. i) The Allies had financial and industrial resources in Europe and in their colonies

which were used to great advantage during the war.

  1. j) The Allies had powerful weapons e.g. they used Tankers, Aircraft and Battleships.
  2. k) The allies were united under the Command of General Foch which disadvantaged the central powers. German also used young and inexperienced soldiers after 1918 due to heavy causalities.
  3. l) The central powers were surrounded by the Allies as they lay in the centre of

Europe. They also lacked an extensive coastline and thus were easily blockaded.

The Peace Treaties.

In January 1918, Woodrow Wilson, President of the USA, outlined, in his speech to the congress, the ‘fourteen points’ that were essential in maintenance of world peace.

Among these were three great principles that formed the basis of world peace namely;

  1. Self-determination of all peoples, i.e, the right of peoples all over the world to

determine their own fate.

  1. The need to make public all diplomatic and international agreements.
  2. The need to establish a League of Nations which would provide an avenue for

discussing all international problems, protect small states from aggression by

large ones.In January 1919, statesmen from the 27 Allied powers converged at  Paris, France to determine the fate of the defeated central powers. The central powers were not party to the discussions but were required to sign on the final draft. The Key personalities at the conference were;

  1. a) Lloyd George( PM of Britain)
  2. b) George Clemenceau (PM of France)
  3. c) Woodrow Wilson (President of USA)
  4. d) Vittorio Orlando (PM of Italy)

Five treaties were signed with each of the central powers separately as follows;

  1. a) The Treaty of Versailles with Germany (28th June 1919)
  2. b) Treaty of St. Germaine with Austria (10th September 1919)
  3. c) Treaty of Neuilly with Bulgaria (27th November 1919)
  4. d) Treaty of Trianon with Hungary (4th June 1920)
  5. e) Treaty of Sevres in 1920 and Lausanne in 1923 with Turkey.

The Treaty of Versailles.

It should be noted that all the above treaties were generally referred to as the Treaty of Versailles.

Terms of the Versailles Treaty of 1919.

  1. a) The treaty declared Germany an aggressor who was supposed to pay reparations

and whose military capability was to be reduced.

  1. b) She lost all her colonial passions with the African colonies being taken from her and put under supervision of the League of Nations.
  2. c) The treaty of St. Germaine provided for the creation of Yugoslavia, Bosnia,

Herzegovina and Malta as mandated territories.

  1. d) Germany was totally disarmed and only allowed to retain a force of 100,000 soldiers and her navy was disbanded. Military conscription was banned in Germany.
  2. e) Germany’s population and size was reduced as Austria, with a large German

population was allowed to remain independent. Italy acquired Stria, the Italianspeaking region of Austria.

  1. f) Rhineland was to be permanently demilitarized. Germany troops were not allowed in the region.
  2. h) By the treaty of Versailles, Germany lost the provinces of Alsace and Lorraine to France.
  3. i) The treaty established the League of Nation.

Failures of the treaty of Versailles.

  1. a) The treaty handed Germany a heavy punishment as if she was the only one to blame for World War 1. This provoked deep resentment and bitterness among the German nationals.
  2. b) The treaty ignored the interests of the colonial people. The former colonial

possessions of Germany and turkey were handed over to France and Britain in total

disregard to the African grievances during the Versailles conference

  1. c) The treaty failed to carter for the interests of the minority in Europe. The new

republic of Austria was forbidden from merging with Germany though a national

vote was for the merger.

  1. d) Italy was given a raw deal in the settlement. She was only given Stria, an Italian speaking region formerly belonging to Austria.
  2. e) Though the treaty proposal for the formation of the League of Nations came from the USA president Wilson, the US constitution prohibited commitment to such an organization, whose membership required a nation to help a future victim of

aggression.

 

RESULTS OF WORLD WAR I

  1. a) Nationalist movements in Asia and Africa grew in strength and number after the war and a sense of patriotism arose.
  2. b) USA gained an upper hand in the post war European affairs. She emerged as a

leading world power.

  1. c) German military capability was reduced on land and sea and heavy indemnity

imposed on her. She lost all her colonies, which were made mandated territ ories of

the League of Nations.

  1. d) The end of the war marked the beginning of the decline of western imperialism. As early as 1920, there was a possibility of independence for colonial countries. The war encouraged imperial powers to give more freedom to their subjects.
  2. e) The end of the war witnessed the creation of new states e.g. Yugoslavia,

Czechoslovakia, Poland and Finland.

  1. f) Germany and Italy fell in the hands of dictators e.g. Mussolini and Hitler.
  2. g) The war Created bitter feelings and mistrust among the countries that fought in the war. This continued until the outbreak of the Second World War.
  3. h) It led to the Bolshevik Revolution of 1917 in Russia as radicals took over government there.
  4. i) It led to a change of government in Britain.
  5. j) There was greater use of motor vehicles and aircraft, which facilitated transport.
  6. k) The art of surgery improved.
  7. l) Between 1914 and 1918, European factories were destroyed and business brought down hence heavy losses.
  8. m) There was massive destruction of property and infrastructure.
  9. n) It led to the great depression 1920 to 1921, which affected economies worldwide.
  10. o) It led to increased taxation by he colonial authorities to meet war and post -war

demands.

THE LEAGUE OF NATIONS

Origin and organization of the League of Nations.

The League of Nations was established by the victors of the First World War in 1920 at the treaty of Versailles with the main aim of preventing the occurrence of another war.

The idea of its formation was mooted by Woodrow Wilson, the US president who was supported by Lord Robert Cecil of Britain, Jan Smuts of South Africa and Leon Bourgeois of France.The League of Nation came into force during the first meeting in London Britain,on 10th January 1920.

Reasons for the formation of the League of Nations in 1920.

  1. a) It was formed for the Maintenance of world peace / It was specifically created to

prevent the outbreak of another world war

  1. b) The League of Nations was meant to foster international cooperation in solving

problems as they arise.

  1. c) It was formed to jointly take instant action against an agreed aggressor by economic and possibly by military means.
  2. d) Members were to secure and maintain fair and humane conditions of labour as one way of maintaining peace in the world.
  3. e) It was formed to oversee development of territories lost to central powers during

the First World War. E.g. Tanganyika, Togo, South West Africa etc.

The main organs of the League of Nations were;

The Council.

It was made up of permanent and Non-permanent members. The permanent members were France, Britain, Italy and Japan. Non permanent members were four, elected by the general assembly.The main role of the council which sat in Geneva was to appoint committees and secretary General with the approval of the majority of the Assembly. It also dealt with disputes amongst member states, reduction of armament, execution of arbitral awards and admittance and expulsion of members.

The Assembly.

It met once a year at Geneva and was comprised of three delegates from each member state. It elected non-permanent members to the council. The functions of the Assembly included;

  1. a) Control of the Budget of the organization (including contributions and

expenditure).

  1. b) Admission of new members after approval of a two-thirds majority.
  2. c) Appointment of non-permanent members of the League of Nations

Council.

  1. d) Consideration of treaties.
  2. e) Supervision of the work of the League of Nations council.
  3. f) Appointment of the 15 judges of the permanent Court of International

Justice.

  1. g) Giving approval to the appointment of Secretary-General.

The Secretariat.

The Secretariat, based in Geneva, consisted of the secretary general and his staff. It was the administrative body of the League of Nations. It kept records of the organization and conducted correspondences including treaties by member states. It implemented the decisions of the League of Nations. It provided continuity between one meeting of the council or the assembly and the next,

The International Court of Justice.

Set up between 1920 and 1922, it comprised of eleven judges and four deputy judges elected for nine years by the assembly and the council. It was based at the HagueHolland. Decisions made by the court were binding on all parties in dispute.

International Labour Organization.It consisted of 4 delegates- two for member states and two for workers from each member state. Its main aim was to maintain good working conditions for men, women and children.

The Mandates Commission.

It had then responsibility of supervising the administration of the trustee colonies.

The League of Nations also had several specialized agencies.

Achievements of the League of Nations.

  1. a) The League of Nations, through the Permanent Court of International Justice,

maintained international peace and security. E.g. in the city of Danzig in spite of the

hostility between the poles and the Germans.

  1. b) The League of Nations achieved its objective of treating the minority with humane. The International Office for Refugees, for example, assisted refugees. Victims of the Nazi persecutions were also assisted.
  2. c) The league assisted in the administration of the trust territories, through the

Mandates Commission. E.g. in Togo, Tanganyika Cameroon and Rwanda-urundi. In addition, the territories acquired from turkey. E.g. Iraq and Palestine.

  1. d) The league was able to solve several interstate disputes in a peaceful manner. E.g the frontier dispute between turkey and Iraq over the Mosul province (1924 -1926), the dispute between Poland and Germany over northern Silesia.
  2. e) The league successfully restored financial stability in Austria following the economic slump in the country after the World War 1.
  3. f) It successfully enforced control over the manufacture and sale of arms. It also held disarmament meetings.
  4. g) The league ensured signing of peace treaties to promote security in the world. For example, the Locarno treaties of 1925 that settled boundary disputes between

Germany and France.

Failures of the League of Nations.

The League of Nations failed its Prime objective of maintaining world peace in the

following ways;

  1. a) It failed to solve the Sino-Japanese dispute after Japan invaded Manchuria in

China in 1931. Japan after refusing to abide by the League’s demands that it

withdraws from the Chinese territory, even pulled out of the league in 1933.

  1. b) The Italian invasion of Ethiopia in 1935. Benito Mussolini, rather than accept the League’s verdict that he withdraws Italian troops from Ethiopia, pulled out of the League.
  2. c) The League failed to stop German Violation of the terms of the Versailles Treaty.

She embarked on a remilitarization programme and established a navy and an

airbase.

  1. d) Nations continued to make many defensive pacts in total disregard of the Treaty

of Versailles.

  1. e) Germany invaded other regions such as Poland and Austria between 1936 and

1939, while Russia invaded Finland in 1939 in violation of the League of Nations.

Factors that undermined the effectiveness of the League of Nations.

  1. a) Member countries were not willing to take disputes to the international court of

justice.

  1. b) German was still determined to increase its military strength and continue with its aggression policy.
  2. c) Individual nations were more pre-occupied with national interests and pride, at the expense of the organization’s interests.
  3. d) The Versailles peace settlement resolutions were too harsh to Germany thus leaving the Germans aggrieved and refuse to cooperate with the League of Nations.
  4. e) The League of Nations lacked the executive authority to implement its resolutions.
  5. f) USA congress refused to ratify the treaty of the League of Nations. This denied the organization diplomatic and economic strength.
  6. g) There was shortage of funds to implement the functions of the League of Nations.
  7. h) The Appeasement Policy of Britain and France forced them to stand aside and avoid taking a firm action against Japan when she invaded china, Germany when she invaded and occupied Rhineland, and Italy when she attacked Ethiopia.

The Second World War.

The 1930’s witnessed the rise of dictators in Europe like Adolf Hitler of Germany, Benito Mussolini of Italy and General Francisco Franco of Spain who intentionally defied international opinion and disregarded the Versailles Treaty and League of Nations. Their activities and those of Japan began to interfere with prevailing peace in the world. This happened at the time when USA had retreated into isolation leaving the task of maintaining world peace only to Britain and France.The Second World War involved most countries in the world with millions of people conscripted for service in both the military and war related industries.

Causes of the Second World War.

  1. a) Germany’s dissatisfaction based on territorial grievances.

The Versailles treaty of 1919 imposed harsh and humiliating conditions on Germany, which aggrieved the Germans to the level of being ready to go to war again.

  1. b) The rise of nationalism in Europe.

In Germany, the chancellor, Adolf Hitler who had the desire to dominate the whole

world, fuelled it. For example, he encouraged German speakers in Sudetenland,

Czechoslovakia to demand independence from Czechoslovakia. Italy under Mussolini invaded Ethiopia, in 1939 to regain her lost glory and national pride after the Adowa defeat I 1896. Syria rose up against France.

  1. c) Political developments in Europe.

In Italy in 1922, the fascist government under Benito Mussolini came to power. In

Germany, Hitler’s Nazi government assumed power in 1933. The Fascist government in Italy emphasized on the regaining of lost glory. The Nazi government began a fresh new policy of aggression.

  1. d) The economic problems caused by the great depression of 1929 to 1931.

The great slump led to widespread unemployment, declining wages, poverty etc. these led to social discontent and political unrest in many countries of the world.

  1. e) The failure of Germany to pay reparations.

This was followed by the French invasion of the Ruhr industrial region- a German

territory. This led to increased tension.

  1. f) Weakening of the League of Nations.

Japan left the League of Nations after protest over Manchuria, which she had grabbed, from china. Italy left the League of Nations after Mussolini had grabbed Abyssinia and annexed it against the will of the allies and Ethiopians. Russia invaded Finland in 1939 and the league was unable to intervene. There were many secret treaties among members of the league.

  1. g) The Spanish civil war (1936-1939).

The republican revolution of 1931 ended the Spanish monarchy. The struggle between the royalists and socialists, however, continued. The European powers took sides in the civil war. France, Britain and Russia supported the royalists. Germany and Italy supported General Franco who was fighting from exile in Morocco.

  1. h) Growth of military alliances.

Hitler and Mussolini established a military pact in 1936 (The Berlin-Rome Axis). it

became the Berlin-Rome-Tokyo Axis with the joining of Italy. The alliance between Russia and German to divide Poland widened the gap between them and the allied forces. It created fear and suspicion.

  1. i) The invasion of Poland by Germany.

This happened in September 1939 was the immediate cause of the war. This upset

Britain and France, who stated their intensions of assisting Poland. They declared war on Germany in October 1939.

COURSE OF WORLD WAR 2

The invasion of Poland by German forces on 1St of September 1939 and the subsequent declaration of war against Germany by Britain and France on 3rd of September 1939 marked the beginning of the Second World War. Meanwhile on 17 th September 1939,

the USSR attacked Poland from the East, as per the secret clause in the Nazi -Soviet act of August 1939. Poland had been overrun by German and Russian forces by 27

th September 1939. The country was divided between Russia and Germany.

The phoney war.

This was a period during world war two when no major military operations were

undertaken on the western front although war had been declared on Germany by

France and Britain. The period lasted eight months from 3rd of September 1939. It was used by the Allied countries to fully mobilise their forces for an attack on Germany since they had not initially been prepared. Hitler on his part did not want to be involved in war in the west since his armies had not fully recovered from the consequents in the east.

During this period, two unsuccessful attempts were made to bring peace;

  1. a) On 6th October 1939, Hitler and Stalin of Russia made an attempt to convince the

to accept the Nazi Occupation of Poland and make peace.

  1. b) On 7th October, King Leopold of Belgium and Queen Wilhelmina of Netherlands appealed to the Axis powers and the Western Allies to make peace.

War in Western Europe.On 9th April 1940, Hitler launched a sea-borne invasion against Norway after attacking Denmark via land. They were assisted by a Norwegian Nazi sympathiser Vidkund Quisling. The prime minister of Norway and his Ministers fled to London and Hitler established a puppet government in the country. The defeat of British and French forces in Norway sparked off a parliamentary revolution in Britain forcing the PM Neville Chamberlain to resign to be replaced by Sir Winston Churchill.

Germany extended their attack on Luxembourg, Netherlands and Belgium. The Allies were unable to contain the German advance and even retreated to the French port of Dunkirk, marking a major defeat of the allies in Europe.On 14th June 1940, the Germans captured Paris forcing the new Prime Minister Paul Reynaud to sue for peace with Hitler on 22nd June 1940. Under the peace agreement, The Germans took over Alsace –Lorraine, Northern France and the Atlantic coastline. the French government fled to Vichy, southern France.

Why the French were defeated so quickly.

  1. a) The French forces were not psychologically prepared for the war and thus were

found divided.

  1. b) The French forces were not as well organized as the Germans thus exposing

various military weaknesses. For example, the Germans were supported by

combat planes which the French did not use.

  1. c) Poor communication between the army and the airforce. The French generals

failed to coordinate the war properly to the extend of ignoring the fact that the

Airforce could have been used to drive German Bombers off.

Having succeeded in their Paris onslaught, the Germans attacked Britain in July 1940.

However, Winston Churchill, the British Premier, had mobilized forces to resist this

attack successfully he even obtained reinforcement from USA.

The battle of Britain determined the future of World War II. It forced Hitler to delay his attacks.

War in North Africa.

WWII in Africa was marked by the Italian successful attack on French and British

Somaliland. Under Marshal Graziani, the Italian forces advanced to Egypt though

unsuccessful. In June1942, German forces moved to North Africa to reinforce the

Italians.However, British forces led by General Bernard Montgomery moved quickly and

captured Malta which would have been used as a base for attack by the Germans.

General Montgomery attacked the Germans at El Alamein in Egypt, forcing them to

move to west. On 8thNovember 1942, British and American forces invaded Morocco and Algeria.Although the Germans continued fighting in Tunisia, by May 1943, their Army under General Rommel had surrendered.

War in the Balkans.

In August 1940, Hitler Attacked and captured Romania and Bulgaria. In April 1941,

Yugoslavia and Greece were taken. Crete was taken in May 1941.On 22nd June 1941, Hitler attacked USSR forcing the Russian troops to retreat. However, he failed to capture Moscow before the onset of winter. In June 1942, the Germans resumed their offensive. They were finally defeated at the battle of Stalingrad on 31st January 1943 by the Russian Red Army led by Marshal Zhukov. The Germans lost 300,000 men while 100,000 survivors surrendered. By May 1944, the Russians had pushed the Germans from their territory and were approaching Germany itself.

Why the Germans were defeated during the Russian Invasion.

  1. a) The Germany army was fighting in several fronts at the same time as compared

to the allies. This lack of concentration in one area allowed the other Russian

army to defeat them.

  1. b) The soviet forces employed the scorched earth policy which left very little for the German forces.
  2. c) The Germans ill-treated the soviet people and exploited their economic

resources causing resentment and unity to fight with determination.

  1. d) Weak leadership by the German military leaders contributed to their defeat.

USA entry into World War I.

The Japanese attack on the American great Naval Base at Pearl Harbour on the Hawaiian island is the one incident that dragged USA into WWII.On 8th December 1941, the USA, Britain and the Netherlands declared war on Japan. The Germans and Italians also declared war on the USA. Russia kept off the war in Asia having signed a treaty with Japan.Japan resisted fiercely. Her airforce sank two British battleships on 10th December 1941.She captured Hong Kong, Malaya in Malaysia and took over the great naval base at Singapore. She also occupied Burma, Dutch East Indies, the Philippines and parts of the western pacific islands.The Japanese forces were repulsed while on their way to Port Moresby, New Guinea in may 1942.In 1942, Britain used her bases in India to attack Japan. Japan attacked India in 1944, but the strong and large allied forces defeated the Japanese at the battle of Kohima.

The defeat of Germany.

After 1942, the tide of success began to turn against Hitler. German forces were

defeated by the allies in North Africa and France. By March 1945, the Allies had crossed the Rhine, pushed the Germans out of France in June 1944.The Germans were meanwhile facing the Russian attack from the East. Hitler accepted defeated and handed over power to one of the Military Generals to retreat to an underground Bunker in Berlin.On 29th April 1945, Hitler married his long term Mistress Eva Braun. On the following day, he committed suicide by shooting himself while Eva Braun took Poison. On 7th May 1945, the Germans surrendered unconditionally

Why the Germans were defeated.

  1. a) Germany had acquired far too many territories and she was unable to effectively

control them.

  1. b) The USSR recovered from her losses and began to rearm in a bid to fight against

Germany.

  1. c) The USA entry into the war in 1941 on the side of the allies contributed to the

eventual defeat of the Germans.

  1. d) Germany’s Axis powers were only four, fighting against more than 27 allies. Even among the Germany collaborators, Italy surrendered while Bulgaria and Romania also were a burden to the Germans.

The defeat of Japan.

After Germany surrender, Japan continued with fierce fighting sometimes employing the services of suicide bombers known as Kamikaze. The allies were able to liberate the territories captured by Japan

After the defeat at Okinawa, Japan was certain of defeat, but her PM , Admiral Suzuki Kantaro, did not believe in unconditional defeat. On 6th August 1945, a bomber Aeroplane, Enola Gay, commanded by Colonel Paul Tibbets, flew over Hiroshima dropping a 4535.15kg atomic bomb. About 78,000 people died. On 8th August 1945,

Russia attacked Japan. On 9th August 1945, an even larger Bomb was dropped on

Nagasaki killing more than 40,000 people.

Japan surrendered unconditionally on 15th August 1945 bringing WWII to an end.

Factors that enabled the allied powers to win the Second World War.

  1. a) Allies had more wealth in terms of food, raw materials and equipments.
  2. b) Allies controlled the North Sea, which ensured safe transportation of troops and

equipment. They were also able to block the central powers in the sea.

  1. c) Entry of USA in the war led to defeat of Germany. America had strong American air force and war resources,
  2. d) Germany’s inability to control her expansive territories and some turned against her and in favour of the allied powers.
  3. e) The unity, morale and determination of the allied leaders and fighters.
  4. f) Popular sentiment was for allied victory and Hitler’s defeat.
  5. g) Hitler’s over-confidence and craziness did not allow him to comprehend the

enormity of opposition up against him and the axis forces.

  1. h) External support especially from the colonial people in Africa, Asia and elsewhere.
  2. i) Axis powers dropped out of war one by one.
  3. j) Allies had better industries and financial resources/ superior economy, war tactics and superior diplomacy by all the allied powers.
  4. k) The axis powers made serious tactical mistakes e.g. Hitler failed to prepare for a

winter campaign in Russia and was obsessed with the idea that Germans must not

retreat.

  1. l) When the USSR recovered from her losses, she rearmed her self and attacked

Germany.

Social results of Second World War

  1. a) Depopulation and great suffering as Millions of people perished either in war or due to famine and diseases.
  2. b) People suffered psychologically and emotionally from the loss of loved ones and

torture of the war.

  1. c) The end of the war witnessed change in the status of women. Women started doing work, which was initially monopolized by men. E.g. military and management.
  2. d) There was permanent ill health and shortening of life for millions of peoples because of years of under- nourishment or captivity.
  3. e) There was massive Destruction of property such as homes, houses, buildings, roads and bridges.
  4. f) A large number of people were displaced as people moved to look for peaceful areas and this led to great suffering. The new refugees included the Jews, Slavs and the poles.
  5. g) The war fomented bitter feelings and mistrust among the countries that fought
  6. h) The war helped to shade off the myth popularized by Europeans that they were a

superior race to Africans as European causalities in the war proved that they were

mortals

Identify the political effects of the World War II.

  1. a) Defeat of axis powers led to government changes in Germany, Italy and Japan.
  2. b) The division of Europe into two opposing blocks led to the cold war, which was

followed by an arms race between USA and USSR.

  1. c) Germany was divided into two. The communist East and the capitalist West. The city of Berlin was also divided between the east and the west.
  2. d) Germany and Italy were weakened especially with the loss of their colonies.
  3. e) S.A & U.S.S.R emerged as superpowers. The pre-war balance of power was

destroyed and the power vacuum was filled by two new superpowers, the USA and

USSR

  1. f) A weakness of the League of Nations to prevent the outbreak of war was

demonstrated. This Led to UNO formation.

  1. g) There was rise of nationalism in Asia and Africa. It led to Africans struggle for

independence because they were confident knowing that Europeans were no

superior to them. Nationalists among the Asians leading to attainment of

independence in Pakistan and India in 1947, in Burma (Myanmar) in 1948, and in

Ceylon (Sri Lanka.) in 1949.

  1. h) The Japanese destroyed the myth of European military superiority due to the defeat of British and American forces in the Far East.
  2. i) New states were created. In 1948, the state of Israel was established in the Middle East, to settle the Jews who were displaced during the war.

Economic effects of World War 2.

  1. a) Agriculture and industries were disrupted due to lack of equipment, raw materials and human resources.
  2. b) External trade almost came to a standstill because of fear and insecurity.
  3. c) It led to increased dependency on colonies by European powers. There was need of raw materials to reconstruct the destroyed industries.
  4. d) Some Industries were established in the colonies to manufacture goods because of the difficulties faced in running them during the war.
  5. e) It led to the rise of European economic cooperation. The post war economic

destructions led to the need for cooperation. This paved way for formation of the

European Economic Community in 1957.

INTERNATIONAL RELATIONS

International Relations refers to the cooperation or interaction between individuals or groups of nations of the world

Benefits of international relations.

  1. a) Enhance peace and security in the world the diplomatic policies of nations call for peaceful settlement of disputes, thus reducing war incidences.
  2. b) Promote understanding and unity. This done through Encouraging cultural exchange between nations.
  3. c) Help in getting collectives solutions to world problems. Problems of global concern like desertification, global warming, armament and environmental pol lution, are dealt with collectively.
  4. d) Promote economic growth through trade. Due to good relations , there is expanded international trade which enables countries to acquire goods they don’t produce
  5. e) Developing countries get financial assistance. Developed nations have continued to provide financial and technical assistance to developing nations

Ways in which nations relate internationally.

  1. a) Economic relations. This is through trade and commercial activities among nations.

For example, developed nations giving loans and grants to developing nations.

  1. b) Diplomatic relations. This is a peaceful means of relationship between nations in

which there is exchange of Ambassadors or High Commissioners.

  1. c) Political relations. This involves cooperation between countries with similar political systems or ideologies. E.g. USA and Western Europe, in 1964, Tanganyika united with the island of Zanzibar to form the United Republic of Tanzania.
  2. d) Socio-cultural relations. This takes place in form of exchange and competition

between dance troops, musicians, acrobats, sports teams, theatre groups etc, e.g.

participation in Commonwealth Games.

International Organizations

There are two types of international organizations;

  1. International Governmental Organizations (IGOs) for example UN,

Commonwealth, NAM and African Union.( formed by two or more sovereign

states).

  1. International Non-Governmental Organizations (NGOs) created by individuals or private organizations. E.g. International Red cross, Amnesty International and Transparency International.

Role played by International Governmental Organizations.

  1. a) The provide member states with a forum to consult and tackle problems of

concern.

  1. b) They act as regulators in their fields to ensure the welfare of Humankind e.g

World Health Organization (WHO) regulates health sector through immunization, vaccination and other prevention campaigns.

  1. c) They enhance peace and security through peace-keeping missions and response

to disasters.

  1. d) They contribute to charity and facilitate equitable distribution of resources in the

world. For example, the International Monetary Fund (IMF) and World Bank

advance loans to developing nations.

THE UNITED NATIONS.

The UN was founded after world war Two as an organization of independent states

with the following objectives;

  1. a) To promote and maintain international peace and security and prevent the

occurrence of another world war.

  1. b) To foster friendly relations among nations of the world.
  2. c) To promote respect for fundamental human rights and freedoms.
  3. d) To promote social progress and better living standards of the people.
  4. e) To protect the interests of minority groups such as women and children.
  5. f) To promote economic growth among member states who are working towards

reconstructing the world economy that was destroyed by the World War 2.

  1. g) To replace the league of nations which had collapsed before the outbreak of

world war 2

Formation of the United Nations.

The signing of the Allied declaration in London on 12th  June 1941 marked the first step in the formation of the UN. On 14th August 1941, Franklin Delano Roosevelt of USA and Winston Churchill of Britain, meeting in USA, proposed a set of principles for international collaboration in maintaining peace and security.  This was the Atlantic Charter. The charter pledged respect for human Freedom, Allowed all nations the freedom to choose the form of government they preferred and provided that no territory should change hands after war without consent of its people.On 1st January 1942, representatives of Allied nations meeting in Washington signed the ‘Declaration by United Nations’ and proclaimed support for the Atlantic Charter. This marked the first official use of the term ‘United Nations’ as suggested by President Roosevelt in reference to the 26 nations. The first Blueprint of the UN was prepared at a conference held at Dumbarton Oaks Estate, Washington from 21st September to 7th October 1944. Representatives of USSR, USA, UK and China agreed on the aims, structure and functions of a world organization.On 11th February 1945, the Yalta Conference held by US president Roosevelt, UK PM Churchill and Russian PM Stalin declared the resolve to establish an international organization to maintain peace and security.On 25th April 1945, the United Nations Conference on International Organization began in San Francisco, USA attended by delegates from 50 nations. It drew a 111 Article Charter which was adopted on 25th June 1945.The UN began its official functions on 24th October 1945 after ratification of the charter by USSR, USA, Britain, China and France.

Organization of the UNO.

Membership to the UN is open to all peace-loving nations that accept the obligations of the charter. By 1945, only 51 states had signed the charter. Kenya Joined on 16th December 1963By April 2003 membership had grown to 191 states.

To achieve its aims, the UN spelt out in its charter the following principles;

  1. a) It is based on the sovereign equality of all its members.
  2. b) All member states must fulfil, in good faith, their charter obligations.
  3. c) All member states must settle international disputes by peaceful means and

without endangering peace, security and justice.

  1. d) They must refrain, in their international relations, from the threat or use of force

against others.

  1. e) They must give the United Nations every assistance to any action it takes in

accordance with the charte`r, and shall not assist states against which the United

Nations is taking preventive or enforcement action.

  1. f) The United Nations must ensure that states which are not members act in

accordance with these principles insofar as necessary for maintenance of

international peace and security.

The UNO structure comprises six principal organs as follows;

THE GENERAL ASSEMBLY

This is the main deliberative organ of the UNO, but which cannot enforce action on

members. It comprises all member states.

Functions of the UN General Assembly.

To help in its operation, the general assembly has the following committees;

The political and security committee, the special political committee, the economic and financial committee, the committee on social ,humanitarian and cultural issues, the trusteeship committee , the administration/budget committee and the legal affairs committee.

THE SECURITY COUNCIL

It has 15 members from 15 countries. Ten of these are non -permanent. It also has five permanent members namely china, France, USA, Russia and UK.Its main function is to maintain world peace and security.

ECONOMIC AND SOCIAL COUNCIL

Its membership is 54. 18 are elected each year for a term of three years.Its function is to coordinate the economic and social work of UN and its specialized agencies. E.g. in trade, status of women. Population, science and technology.

TRUSTEESHIP COUNCIL.

It inherited the work of the Mandates Commission of the former League of Nations.

It had responsibility over the territories under colonial rule-. – To promote social,

economic, political and educational advancement of the inhabitants of the trust

territories.Consists of five permanent members and six additional ones appointed by the General Assembly.

THE SECRETARIAT.

The head of the secretariat is the secretary general. It has its headquarters in New York.

Its staff members come from 139 countries. Its work covers all areas outlined in the UN Charter.

THE INTERNATIONAL COURT OF JUSTICE.

It has its headquarters at Hague. It is the principal judicial body of the UN. It gives

advisory opinions on legal questions. It has 15 judges.

SPECIALIZED AGENCIES.

These are separate specialized agencies which are autonomous organizations related to the UN by special agreements. (REF TO PAGE 49 OF EVOLVING WORLD)

Past Secretary Generals of the United Nations Organization since its inception.

  1. a) Trygve lie of Norway (1946-1953).
  2. b) Dag Hammarskjöld of Sweden (1953-1961)
  3. c) U Thant of Burma (1961-1971)
  4. d) Kurt Waldheim of Austria (1972-1982)
  5. e) Javier Perez de Cueller of Peru (1982-1991)
  6. f) Boutros Ghali Boutros. Of Egypt (1992-1996)
  7. g) Kofi Annan of Ghana (1997-2000)
  8. h) Ban Ki Moon.(2000 up to present)

Achievements  of the United Nations Organization.

  1. a) The organization has succeeded in keeping peace amid the threats of nuclear war

and seemingly endless regional conflicts in the world. UNO has developed more than 35 peacekeeping missions and observer nations.

  1. b) The UN specialized agencies are engaged in a vast array of social work, affecting positively, every aspect of people’s lives around the world. E.g., child survival and development, environmental protection, medical research, agricultural

development, education etc.

  1. c) The organization has helped in promoting democracy around the world. It has

enabled people in more than 45 countries to participate in free and fair elections,

e.g. in Namibia, Cambodia, El Salvador, Eritrea, Mozambique, South Africa etc.

  1. d) The UNO has promoted development of skills and potentials vital for all aspects of development. The UNDP, in close co-operation with over 170 member states and

the UN agencies designs and implements projects for agriculture, industry, education and environment.

  1. e) It has helped in promotion of Human Rights. Since the adoption of the u niversal

declaration of human rights in 1948, the UN has helped to enact more than 80

agreements on political, civil, economic, social and cultural rights.

  1. f) It has played a vital role in environmental protection. ‘The Earth Summit’, the UN Conference On Environment and Development held in Rio De Janeiro in 1992,

resulted in treaties on biodiversity and climate change

  1. g) Promoting self-determination and independence. The organization has brought

about independence of 80 countries that are now among its member states.

  1. h) Providing humanitarian aid to victims of conflicts. More than 30 million refugees fleeing war, famine or persecution have received aid from the UN high commission for refugees since 1951.

Problems facing the United Nations Organization in its operation.

  1. a) National sovereignty. Many countries disregard the UNO resolutions in favour of their sovereignty.
  2. b) It is unable to stop aggressions and conflicts between individual countries when

super powers are involved.

  1. c) Lacks sufficient funds to carry out its work efficiently. E.g it has not always been able to send enough peacekeeping forces due to lack of sufficient funds.
  2. d) It lacks an effective machinery to affect its decisions. It also lacks a standing army to implement and effect its resolutions.
  3. e) The permanent members with veto powers often adopt policies that promote their own national interests at the expense of the collective interests of most countries in the world.
  4. f) Loyalty to other organizations. UNO members are also members of other

organizations; the interests of these organizations are not in accord with those of

the UNO.

  1. g) Ideological disputes among member states have hampered the work of UNO in

promoting world peace. This was manifested in the cold war period.

  1. h) The arms race. The UNO has found it difficult to achieve world peace because of the arms race in different parts of the world. The arms race generates and sustains conflict rather than peace.
  2. i) Differences in economic development levels of member states militate against cooperation.
  3. j) The increased occurrence of natural disasters such as famine, floods and epidemics has created an unexpected demand for economic resources. This automatically the UN’s resources.

THE COMMONWEALTH.

Origin and structure of Commonwealth of Nations.

It is a voluntary association of 54 sovereign countries around the world, which were

initially part of the British Empire.The commonwealth origin is the British Empire

comprising the British protectorates, colonies and dominions, which included Australia, New Zealand, Canada, Newfoundland, Irish Free State and South Africa. The idea to launch the association is traced back to 1839, with the publication of the Durham report.The modern commonwealth began in 1947 with the end of the British rule in India.

In 1949, India and Pakistan joined the commonwealth.The commonwealth secretariat is based in London. It deals with day to day running of the organization and organizes meetings. The head of the commonwealth is the Queen/King of England. The Commonwealth has the Heads of State Summit which meets for a week every two years to discuss political and economic issues.There are also the Ministerial meetings once after every three years to deal with different issues.

The commonwealth has specialized agencies dealing with various areas of concern.

Membership to commonwealth.

It comprised 54 developed and developing nations. The members are categorized as

follows;

  1. Britain and her Dominions of Canada, Australia and New Zealand.
  2. African Nations.
  3. Asian nations.
  4. Islands from the Caribbean, Pacific and Mediterranean.

Characteristics of commonwealth states.

  1. a) Members of the commonwealth use English as a common language.
  2. b) Members maintain cultural ties. For instance, they participate in the commonwealth games every four years.
  3. c) Members co-operate in the field of education.
  4. d) Members recognize the queen of England as the head of commonwealth.
  5. e) Members have a common military tradition based on the British military system.

They also promote military exchange programmes.

  1. f) Members share common democratic institutions from Britain such as parliamentary system of government.
  2. g) Members have adopted constitutions that are almost similar.

Objectives that led to the formation of the commonwealth nations.

  1. a) To promote world peace and international understanding. Members are expected to abide by the UN Peace programmes.
  2. b) To promote development of poor member states.
  3. c) To intensify co-operation between member states, in matters of education, sport

and economic development.

  1. d) To ensure personal liberty and equality of rights to all citizens regardless of race,

colour, creed or political beliefs.

  1. e) To oppose all forms of colonial dominion by being committed to the principles of human dignity and equality, self-determination and non-racism.
  2. f) To promote the exchange of knowledge, professionalism and cultural, economic,

legal and political issues.

  1. g) T fights poverty, ignorance and disease to remove wealth disparities and raise the living standards, and achieve a more equitable international soci ety.
  2. h) To enhance free international trade by removing trade barriers, bur tat the same

time, giving due consideration to the special requirements of the developing

countries.

Organization of the Commonwealth.

The structure of the commonwealth comprises of three organs;

  1. The Head of state Summit. It meets once in every two years for a week for

extensive decisions and consultations. Decisions are reached by consensus.

  1. Ministerial Meetings. The commonwealth ministers of Finance, Foreign Affairs

and defence hold regular meetings once every year. Ministers of Health,

Education and Law hold meetings once every three years

  1. The Commonwealth Secretariat: headed by the secretary general and with a

staff of 350 drawn from member countries. It co-ordinates co-operation among

members. The first secretary General was Arnold Smith of Canada. In 1990, Chief

Emeka Anyaoku of Nigeria became the first African Secretary General.

  1. Specialized Agencies.
  2. a) The Commonwealth Fund for Technical Co-Operation; supplies funds,

finance, experts and advisers for projects carried out in member states.

  1. b) The Commonwealth Agricultural Bureau; it provides co-operation in the

field of agriculture.

  1. c) The Commonwealth Parliamentary Association; helps to improve relations

between parliamentarians of member states.

  1. d) The Commonwealth Regional Health Secretariat for East, Central and

Southern Africa; promotes co-operation in health.

benefits of  membership to  Commonwealth.

  1. a) Member states have received technical expertise through the provision of experts

and advisers in various fields e.g. agriculture.

  1. b) The developing member states of the organization have acquired skilled manpower through the provision of scholarship and setting up of training programmes by nations like Britain and Canada.
  2. c) Member states have been able to interact with one another through activities such as the commonwealth games and cultural exchange programmes.
  3. d) Member states have conducted trade among themselves with relative ease and this has helped them to develop their economies.
  4. e) The organization has promoted friendship and understanding among member states through conferences such as The Heads of Government meetings.
  5. f) It has enhanced democratization process in developing member states of the

organization

Functions of commonwealth (REF to evolving world page 60)

Problems facing Commonwealth of Nations.

  1. a) Differences in economic development levels of member states militate against cooperation. Members coming from developing world have very different outlook

from those coming from the developed world.

  1. b) Ideological disputes among member states have hampered the operations of the

Commonwealth of Nations.

  1. c) Lacks sufficient funds to carry out its work efficiently. Poor members normally owe many debts to their foreign masters and would therefore toe to their demands.
  2. d) The problem of sovereignty. Many countries disregard the commonwealth

resolutions in favour of their sovereignty.

  1. e) It lacks an effective machinery to affect its decisions. It also lacks a standing army to implement and effect its resolutions.
  2. f) Loyalty to other organizations. commonwealth members are also members of other organizations; the interests of these organizations are not in accord with those of the commonwealth
  3. g) The colonial legacy. Many problems arising from past colonial policies have rocked the organization. E.g. the land issue in Zimbabwe.
  4. h) The influence of other organizations like NATO who weaken the commonwealth by wooing members to their regions.
  5. i) Race and colour problem. The conflict between white and black people or other

color has become another setback.

  1. j) Dominance by the big powers. This has caused dismay to the organization. Serious inner tension still undermines the commonwealth activities.

THE NON-ALIGNED MOVEMENT

NAM STRUCTURE AND ORGANIZATION

NAM was an organization that did not have formal structures like UNO and

Commonwealth. It did not have a secretariat or a constitution. The movement had a

unique administrative style as follows.

Coordination

The administration is non-hierarchical, rotational and inclusive, providing all member states, regardless of size and importance with an opportunity to participate in global decision making and world politics.The country that hosts the summit holds office until the next summit. Non-aligned countries place the onus of an administrative structure on the country assuming the chair. The country is required to create or designate an entire section of the ministry of foreign affairs to deal specifically with the Non-Aligned Movement. The chair’s ambassador in the United Nations essentially functions as the ‘minister of Non-Aligned Affairs’.NAM has also created contact groups, task forces and committees to facilitate the chair’s responsibility as follows;

The Coordinating Bureau.

This is the focal point for coordination. It reviews and facilitates the harmonization of the NAM working groups, contact groups, task forces and committees. Working Groups, Contact Groups, Task Forces and Committees.They include NAM High-level working group for the restructuring of the United Nations, NAM working group on Human Rights, Disarmament, Committee on Palestine, Contact Groups on Cyprus, and Task Force on Somalia etc. these groupings meet often.

Non-Aligned security Caucus.

The countries that make up the NAM council caucus are expected to constantly strive to adopt unified positions so that the decisions and positions of NAM are reflected in the Security Council decisions without prejudice to their sovereignty.

Joint coordinating committee

This is a coordinating committee established in 1994 and sitting in New York, whose main mandate is to promote cooperation and coordination between the NAM and the Group of 77 in promoting the interests of developing countries in international fora.

Coordination of non-aligned countries in the UN centres.

This is aimed at facilitating coordination and cooperation with the coordinating bureau and enhances the role of NAM in the international Fora.

The Troika.

The concept of Troika emerged on 6th April 1997 in New Delhi, India, during the meeting of foreign ministers of NAM representing past, present and future chairs. The concept simply implies a meeting of past, present and future chairs who began to meet in September 1997 as a discussion forum.

Panel of economists

This is an ad hoc panel of economists formed from Non-Aligned countries to assess the current international economic situation from the perspective of developing countries and to identify and analyze their major issues of concern.

Documentation.

This is the responsibility of the host country but after wide consultation. The host

country must circulate the First Draft not later than one month before the meeting.

Decision making.

The movement makes all its decisions by consensus. This concept presupposes

understanding of and respect for different points of view, including disagreement and mutual accommodation. This promotes solidarity and unity of the movement.

NAM Meetings

They include the following

  1. a) Conference of Heads of State and Government. This is NAM’s highest decisionmaking authority and meets once every three years. It has two committees, one on political issues and another on economic and social issues. The summit is held atleast one month before the regular session of the UN General Assembly. During the summit, there is a formal ceremony for handing over the chair.
  2. b) Ministerial conference. Its task is to review developments and implement decisions of the preceding summit and also discuss matters of urgency. The conference meets 18 months after the summit.
  3. c) Ministerial meeting in New York during a session of the UN General Assembly. This is a meeting of foreign ministers annually in New York at the beginning of the regular session of the UN Assembly. The purpose of the meeting is to deliberate on the items of the Agenda of the General Assembly that are of major importance to the movement.
  4. d) Ministerial Meeting of the Coordinating Bureau. The main task is to prepare for the summits, and where necessary, to consider issues of major importance to the

movement.

  1. e) Meeting of the Ministerial Committee on Methodology. The attendance is by all

NAM members and its meetings are held by the decision of the summit or the

ministerial conference. The meetings are chaired by the chair of NAM.

  1. f) Meeting of the standing ministerial committee on economic cooperation. These

meetings are meant to strengthen south-south cooperation, reactivate the dialogue

between the developing and developed countries and enhance the role of the UN

General Assembly, in international cooperation for development. The meetings are

held frequently upon recommendation of the coordinating Bureau.

  1. g) Ministerial Meetings in various fields of international cooperation. They discuss

issues like agriculture, information and external debt.

  1. h) Extraordinary Meetings of the Coordinating Bureau. They address exceptional

cases that call for urgent consideration.

  1. i) Meetings of the Working Groups, Task Forces, Contact Groups and Committees.

The meetings are held as often as necessary.

The growth of NAM.

After the Bandung Conference of 1955 which established the movement, NAM has

attracted many developing counties. . A number of conferences have been held since then;

  1. a) The first summit, Belgrade, 1961. The attendance was by 25 non-aligned countries who met at a time when world peace was threatened seriously by the looming nuclear war. The meeting’s objective was to prevent the outbreak of a nuclear war in the world.
  2. b) The second summit, Cairo, 1964. The summit of October 1964 was attended by 47 Nations and 10 observers. There were 28 representatives from Africa. The

conference mainly focused on problems facing NAM countries due to colonial

inheritance, policies of former colonial powers and the rivalry between the great

powers..

  1. c) The third summit, Lusaka, 1970. The attendance was by 53 members the meeting resolved that time was ripe for declaration on peace, independence, cooperation and democratization. The members were out to fight colonialism and racism. The main resolution was the members’ determination to achieve economic

emancipation.

  1. d) The Fourth Summit, Algiers, 1973. It was attended by 75 members, eight observers, three guest nations and 15 liberation movements. The meeting was an attempt to transform the existing system of economic and financial relations in a manner that would liberate developing countries from a subordinate role into an equal position with industrialized countries. The members developed an action programme in the interest of economic cooperation.
  2. e) The fifth Summit, Colombo, 1976. It was attended by 86 members, who focused on the liberation of Zimbabwe and Namibia, the abolition of apartheid in South Africa as a way of promoting world peace.
  3. f) The sixth Summit, Havana, 1979. The conference was attended by 93 members, 12 observers, 8 guest nations and seven new members. The meeting declared that

imperialism, colonialism, neo-colonialism, apartheid, racism, foreign aggression,

expansion, occupation, domination, interference or hegemony, Great power bloc,

Subjugation, dependency and pressures in international relations as enemies of nonalignment. The chairman of the summit was Fidel Castro who put forth his ideas that the socialist bloc is a natural ally of the movement.

  1. g) The seventh summit, New Delhi, 1983. It was attended by 96 members, 16

observers and 20 guest nations. The summit took place at a time when there was

intense confrontation as the great powers continued to amass nuclear weapons. .

Indra Gandhi appeared to be the moderate leader to host the conference and soften

the impact of Cuban radicalism. The conference discussed peace, nuclear

disarmament, development strategies for north-south Dialogue on a new world

economic order, and the south-south cooperation for collective self-reliance.

  1. h) The eighth summit, Harare, 1986. It marked NAM’s silver Jubilee. The main concern was Namibia’s independence and apartheid in south Africa.. NAM emphasized its sanctions against the Pretoria (South Africa) regime. It drew an action plan to deal with the threat posed by South Africa. The summit came up with a special solidarity fund to help the frontline states.
  2. i) The Ninth summit, Belgrade, 1989.
  3. j) The tenth Summit, Jakarta, 1992.
  4. k) The eleventh Summit, Cartagena de Indias, 1995.
  5. l) The twelfth Summit, Durban 1998.
  6. m) The thirteenth Summit, Kuala Lumpar, 2003.

Performance of the Non-Aligned Movement.

Though critics have questioned the relevance of NAM after dismantling apartheid and achieving independence, and after end of cold war, there still exist situations that require NAM’s participation.

Reasons why NAM is still relevant.

  1. a) NAM is the only forum that can articulate the voice of justice and sanity in the

world in view of the unending Arms Race.

  1. b) NAM is the only forum through which the demand for a less unjust world economic order can be raised given the kind of hold the developed nations still have on developing nations.
  2. c) NAM remains the third world’s shield against the pressures of the superpower

elephants that can easily trample on the grass of the lesser animals even after end

of cold war.

  1. d) NAM can still play a role in addressing emerging world issues such as terrorism,

environmental degradation, HIV/AIDS and racism.

Achievements of NAM.

  1. a) It has helped speed up the attainment of freedom in states that were under colonial bondage.
  2. b) NAM has assisted its members in safeguarding their national security and territorial integrity.
  3. c) Nan-aligned nations also worked to eliminate conflict between the superpowers.

This helped in the promotion of peace and security for the non-aligned world. India

for example played a role in solving the Korean War, the Suez crisis and IndoChinese conflict.

  1. d) NAM created a conducive environment for peace, justice, equality and international cooperation by contributing to the relaxation of international tension by keeping clear of the two military blocs, USA and USSR.
  2. e) The movement has strengthened African and Asian Countries diplomatically at a

time when they lacked necessary physical strength. They were able to exert their

voting power as Afro-Asian bloc to influence world affairs.

  1. f) NAM provided an international forum where members’ voices could be heard. It was able to work to dismantle apartheid by its two-third world community membership despite the Reagan administration’s opposition to sanctions against South Africa.
  2. g) The movement has given members freedom to put their national interests before

those of the great power blocs.

  1. h) The NAM through the Cairo and Colombo Summits termed as World Disarmament conferences, played a key role in the disarmament process. The 1967 Treaty of Tlatelolco, signed by 22 states, set up a weapon Free Zone in Latin America.
  2. i) The Non-aligned states have helped in international crisis management since they are not committed to any course of military action. For example during the 1961 Berlin crisis, Nehru of India and Kwame Nkrumah of Ghana went to Moscow for a peace mission, while Achmad Sukarno of Indonesia and Modibo Keita of Mali went to Washington DC to try and create a conducive atmosphere for managing the crisis.
  3. j) NAM has worked towards creation of new international economic order. Members of the movement are able to trade with both the great power blocs. Membership to the Group of 77 in the United Nations Conference on Trade and Development (UNCTAD) is drawn from the non-aligned nations. The non-aligned nations were open to aid from both blocs and also ready to expand their trade with both sides of the ideological divide.
  4. k) The Solidarity fund established during the Harare Summit of 1986 cushioned the

frontline states against the economic sanctions imposed on apartheid South Africa.

  1. l) NAM has worked to create the new scientific and technological order. The members have demanded a new scientific and technological order by favouring access to the most advanced technology and scientific research available as a means of bridging the technological gap between the developed countries and developing ones.

Factors which have undermined the activities of the Non-Aligned Movement.

  1. a) Political instability is frequently experienced by some member states. For example, civil wars  and  military  coups  in  DRC,  the  Sudan,  Rwanda,  Burundi,  interstate  wars like  in  the  case  of  Iran  and    This  has  undermined  their  contribution  to  the movement.
  2. b) Economic ties  between  the  third  world  countries  and  their  colonial  masters  had made it difficult for the member states to pursue an independent line.
  3. c) Border disputes between neighboring member countries has weakened the course of the movement. E.g. between morocco and Algeria, North Korea and South Korea, Vietnam and Cambodia, Ethiopia and Somalia, Uganda and Tanzania etc.
  4. d) Economic backwardness of some of the member states has made it difficult for them to meet their obligation in the movement as national needs come first in view of the meager resources of some of the nations.
  5. e) Ideological differences  between  member  states  have  undermined  their  co operation.  Its  large  size  of  116  members  by  2004  has  frustrated  its  ideological coherence  and  organizational    Whereas  some  countries  are  inclined towards the west, others are inclined to the east.
  6. f) Membership to  other  organizations  like  AU,  commonwealth  and  the  French

community, has made it  difficult for some states to participate actively in the affairs of the movement.

  1. g) Breakup of  the  Soviet  Union  and  the  end  of  the  Cold  War  has  destabilized  the movement. As power bloc rivalry subsided, NAM appeared to become irrelevant.
  2. h) Conflicting national interests. Individual national interests have failed to agree with the objectives of the movement.
  3. i) Personality differences  between  leaders  of  member  states  have  undermined  the

. For example, several leaders rejected the radical views of Fidel Catron of Cuba.

  1. j) Differences unrelated  to  the  principles  of  NAM  have  developed  among  For example at the Colombo Summit of 1978, several Arab states were keen to see Egypt expelled from the movement on grounds that she had signed a separate peace treaty with Israel. This was not an agreement with a superpower and therefore had nothing to do with NAM.
  2. k) NAM lacks a permanent Army or a permanent institutional framework or machinery that can  enable  it  carry  out  its  activities    For  example,  it  fai led  to persuade irag and Iran to end the 8 year long war from 1980.

THE COLD WAR.

The Cold War refers to the strained relations that existed between the western world

led principally by the United States and the communist East led by the USSR, after the Second World War.

It was so called because it was fought not with weapons, but with words, propaganda, military and financial aid to enemies of the opposing sides.

Although there was no actual physical confrontation, Cold War was characterized by a conflict of the most serious and deadly kind.

Causes of the Cold War.

  1. a) Ideological differences. There was deep-seated fear and mutual suspicion between USA and USSR over the spread of their ideologies–capitalism and communism. E.g The establishment of the Soviet Union through acquisition of satellite states was a measure to contain capitalism.
  2. b) Disagreement over the issue of disarmament. The use of atomic bomb on Japan by USA towards the end of World War II alarmed USSR. The two sides failed to agree on an arms reduction plan and continued to stockpile atomic bombs.
  3. c) Economic rivalry. In 1947, the USA President Harry S. Truman introduced the

Marshal Plan, a scheme to assist western European countries that had been

devastated by war. The USSR in turn formed Council for Mutual Economic Assistance (COMECON), an economic cooperative plan for Eastern Europe. This further heightened the hostility between the west and the east.

  1. d) Formation of military alliances. In April 1949, the USA, western European countries and Canada formed a military alliance through the signing of the North Atlantic Treaty in Washington D.C. (NATO). The formation of NATO ended USA’s isolationist policy. Russians responded by signing the Warsaw Pact, in May 1955, a military alliance of communist countries. These alliances fostered hostility between countries.
  2. e) The use of Russian veto powers in the UN. Russia used her veto powers to defeat UN proposals, which she accused of being pro-USA. The struggle by the two powers to dominate the UN increased tension between them.
  3. f) Disagreement over the future of Germany as a whole. Western allies wanted a

strong Germany to assist in the economic prosperity of other nations. Russia was

keen on a politically and economically weak Germany to safeguard against another

invasion.

NB- in 1961, the USSR built the Berlin Wall, thus dividing East Berlin from West

Berlin.

  1. g) USA’s military advancement. By 1945, the USA was the only country that possessed atomic weapons. This created fear.

COURSE OF THE COLD WAR.

The cold war was fought in Europe Asia, Latin America and Africa,

The course of the Cold War in Europe

The cold war in Europe involved a conflict between the West and the East. The

highlights of this conflict included Russia’s overwhelming encroachment and dominance of Eastern Europe. Russia used her military might to impose communist governments on many states like Poland and Romania. They also fanned civil wars. E.g the Greek civil war of 1946. There were widespread outbreaks of violence and demands of freedoms in Poland and Romania, based on western ideologies, in politics and economy.In Czechoslovakia, communist Russia orchestrated protests against reforms based on western ideologies, by the Dubcek Government, which was supported by the west. Dubcek was arrested and flown to Moscow. Dr. Husak, a Russian ally was installed.

The following are the major developments that characterized cold war in Europe.

  1. a) In March 1947, the US president Harry Truman, through ‘The Truman Doctrine’

declared that the USA would support free people resisting subjugation by armed

minorities. In 1947, USA took over Britain’s commitment in Greece and turkey to

support the anti-communist regimes.

  1. b) In 1947, the US Secretary of state, George Marshall came up with a proposal which was to become the Marshall Plan. This was a plan through which the US would make a major contribution to the economic recovery of Europe. The plan was rejected by USSR terming it an American interference in the internal affairs of

other nations.

  1. c) Stalin set up the Communist Information Bureau (COMINFORM) to coordinate the work of communist parties in Europe and the Council for Mutual Economic

Assistance (COMECON) to counter the US Marshal Plan.

  1. d) The NATO and Warsaw Pact. By the treaty of Brussels in March 1948, Britain,

France, Belgium, Netherlands and Luxembourg formed a defensive alliance against

any form of aggression (It became the North Atlantic Treaty Organization-NATO, in April 1949 when other European Nations joined it.

In response to NATO, the Soviet Union signed the Warsaw Pact in Poland on 14th  May 1955 with East \Germany and six Eastern European countries. The existence

of NATO and Warsaw Pact only intensified the hostilities.

  1. e) The Berlin Blockade. Germany was divided into two zones, East and West. Russia treated East Germany as a satellite state thus curtailing trade between east and west. This move almost led to starvation in the west as East Germany was the

main producer.

In May 1948, all roads and rail routes into West Berlin were sealed off by Russian

troops. For over two years, food, coal medical supplies and other necessities to the

2 million people in West Berlin were airlifted since there was no land linkage. The

blockade ended in may 1949 with diverstating consequences.

  1. f) Partition of Germany. The west was prepared to give freedom to the Germans as a whole to decide their own fate. Russia was determined to ensure that East

Germany remained dominated by communism under Russian control.

On 23rd may 1949, the western occupation zone in Germany became the Federal

Republic of Germany with Konrad Adenauer as the chancellor in September

elections. On 7th October 1949, the soviet zone formed the Germany Democratic Republic.In August 1961, the East Germans built the Berlin Wall, curtailing communication and flow of refugees from the west.

The cold war was fought in Asia.

In Asia, China was the first front of Cold War. She embraced communism, following the successful takeover of the country by the forces of Mao Tse-tung in October 1949, assisted by the Russians. The Sino-Soviet Treaty of friendship was signed in 1950.

Korea, formerly controlled by Japan, was another front for cold war in Asia. When Japan was defeated in 1945, Korea was occupied from the south by American forces, from the north by Russians, placing the country under joint control. The occupying powers failed to unite the two Korea sections when she became independent.In 1948, the USA announced the formation of the Independent Democratic Republic of Korea in the South. The Russians formed the Peoples Republic of Korea in the north.On 25th June 1950, North Korea Forces invaded South Korea in an attempt to unite. UN condemned this and An American General, Douglas MacArthur led the UN forced that repulsed the invaders.

The cold war spread to Vietnam, with USSR and USA clashing over Vietnam, formerly a colony of France that had been seized by Japan. The two super powers supported different nationalist leaders in the struggle for independence from France.The Russians supported Ho Chi-Minh who led a revolt by the Vietnamese, against the French. USA supported Ngo Dinh Diem. The Vietnam War erupted as a resultThe Vietnam War was the heaviest cost of containing communism by Americans in a distant country. Americans were humiliatingly defeated in 1975 with a causality of 53,000, despite employing over 400,000 troops. The communist guerillas, the Viet Cong, established a communist government in South Vietnam. The war strengthened American hostility towards Russia

There was an armed conflict between the super powers in Afghanistan from 1978. The height of the conflict in Afghanistan was the Boycott of the Moscow Olympic Games in 1980 as a protest against USSR’s involvement in Afghanistan. The conflict took the form of a civil war which was only eased in 1989 when the USSR began to withdraw its troops.

The cold war in Latin America (the Cuban Missile Crisis)

Cuba became the theatre of cold war when USA unsuccessfully supported the Cuban dictator, General Fulgencio Batista against Fidel Castro who was fighting to end Batista’s regime. Fidel Castro overthrew the Batista regime in 1958. The new government immediately gained recognition from many world nations including USA and USSR

In 1960, Fidel began a communist nationalization programme of American oil refineries and sugar plantations. This strained relations between him and the US who attempted unsuccessfully to invade Cuba in 1961 at Bay of Pigs. In January 1962, Cuba was expelled from the Organization of American States.In May 1962, USSR leader Nikita Khrushchev secretly built missile installations in Cuba as a means of countering any future American invasion, in exchange for sugar. The discovery, by American president J. F. Kennedy in October 1962, of the Russian missile installations in Cuba was the beginning of the most serious cold war crisis. He declared that any nuclear missile attack from Cuba would be taken to be an attack by the USSR and USA would respond accordingly.USA declared a Naval Quarantine on Cuba to blockade any Russian Vessels

This most serious cold war crisis was only ended when the Russian leader Khrushchev removed the missiles from Cuba and dismantled Russia’s bases in Cuba.

The Cold War in Africa.

The cold war in Africa was majorly witnessed in Ethiopia and Angola.

In Ethiopia, Mengistu Haile – Mariam, overthrew Emperor Haile Selassie in 1974, with the assistance of USSR. Haile Mariam introduced socialist programmes, However, they were short-lived up to the end of his rule in May 1991, when Russians withdrew their assistance.In Angola, on 11th November 1975, Angola attained her independence from Portugal, with the assistance of the Soviet Union and Cuba.Soon after, a bruising civil war broke out. USA supported the rebels, led by Jonas Savimbi and his UNITA movement based in Ovimbudu. Cuba and Russia supported the MPLA government based in Luanda. Democratic elections were held in Angola in 1989, when USSR eased their aid to MPLA.

FACTORS that led to the Cold War détente by world powers.

  1. a) The death of Stalin and the flexibility of Stalin’s successor, Nikita Khrushchev. The successor of Joseph Stalin, after his death in 1953, Nikita Khrushchev, was more flexible and willing to relax both cold war abroad and Authoritarianism at home. He announced the policy of peaceful coexistence in 1956.
  2. b) The willingness of David Dwight Eisenhower, Truman’s successor, to reach

compromise with the Soviet Union over a number of issues. For example he

convened the Camp David Summit in 1959, with Khrushchev in which a cooperative spirit emerged between the east and the west. However this happened against the backdrop of the Cuban missile crisis.

  1. c) The signing of the Strategic Arms Limitation Treaty (The SALT Treaty) in 1972. The treaty, signed between USA and Russia limited strategic arms to certain quantities.

This was followed by the Improvement of the Chinese –American relations in 1972

and American relations with Russia. In 1972. President Nixon visited Beijing and

Moscow

  1. d) The introduction of reforms in Russia by Mikhail Gorbachev. In 1985, Gorbachev introduced the Glasnost (openness policy) and the perestroika reforms (economic restructuring that appealed favourably to the west) which won him the Nobel peace Prize in 1990.
  2. e) The adoption of President Reagan’s Strategic Defence Initiative (SDI) in 1983. This initiative led to setting up of space stations that would destroy every missile in the sky. This was Star Wars.
  3. f) The collapse of the Communist rule in Europe. Russia’s president recognized the

independence of other republics of USSR in 1989 thus weakening Russia’s position.

Western democracy was introduced in Romania, Bulgaria, Czechoslovakia and

Poland.

  1. g) The successful re-unification of Germany under Helmut Kohl in 1990. The nations united to form the republic of Germany. This was a clear indicator of the joint commitment of the superpowers in maintaining their spheres of influence had been weakened.
  2. h) The dissolution of the Warsaw Pact. With the fall of communism in Eastern Europe, the Warsaw pact started to fall apart. In November 1990, the Paris Charter was signed, effectively dissolving the Warsaw Pact.
  3. i) The collapse of the Soviet Union in 1990. Several of its states seceded. Russia

officially became an aid receiver instead of an aid donor.

  1. j) The signing of the START Treaty in 1991 by Gorbachev and George Bush, after the Strategic Arms Reduction Talks. The treaty officially ended the cold war. Destruction of weapons of mass destruction commenced.

Effects of the cold war

  1. It brought immense divisions and conflict to people of the same continent, region

and countries based on pro-west or pro-east ideologies. E.g. in Angola

  1. Oppressive regimes found their way to power, supported by either the west or the east.
  2. There was untold suffering to the people. Disease, poverty and refugee camps

became common sights.

  1. There was destruction of the economy as infrastructure was destroyed by war. As communist systems failed to produce wealth, unemployment and poverty set in.
  2. It created mistrust and suspicion amongst nations.
  3. It led to arms race. It led to militarization of regions and countries.
  4. It led to political crises and actual war e.g. civil wars in Korea and Vietnam, the Suez Canal crisis of 1956 and the Hungarian Revolution of 1956.
  5. It threatened international peace and security. Insecurity in the world increased.
  6. Led to formation of Non-Aligned Movement by third world countries.
  7. Led to formation of economic alliances and military alliances like NATO (1949) and the Warsaw pact (1955). COMECON (1949) and the European Economic Union (1957.
  8. The cold war led to development in science and technology. The war Stimulated

space science/space race.

Effects of the end of Cold War on Africa.

  1. a) Some African countries that were formerly socialist are in problems following

collapse of USSR in 1990. E.g. Somalia, Ethiopia, Angola and Mozambique.

  1. b) The end of the cold war has led to the removal of financial aid and military support for some African countries. Military or food aid is no longer rushed to countries experiencing problems because there is no more superpower competition. E.g failure to prevent the Rwanda genocide and failure to assist in the Somali crisis and the current Al-shabaab crisis.
  2. c) There was emergence of new world political and economic order. The end of war has led to emergence of USA as a ‘world policeman’ over developing nations. The countries must act according to USA wishes or suffer lack of aid and receive

harassment from superpowers.

  1. d) It has led to marginalization of Africa in international affairs.
  2. e) There are conditionalties for getting aid from the western powers. Besides, Africa no longer has a choice of donors who comprise mainly of western world countries.

COOPERATION IN AFRICA

Cooperation in Africa refers to the way African countries relate to each other. It is

stimulated by the economic exploitation and political domination by Western Eu rope.

The cooperation has been in form of;

  1. a) Pan-African Movement
  2. b) Organization of African Unity (African Union)
  3. c) The East African Community
  4. d) Economic Community of Western African States.
  5. e) Common Markets for Eastern and Southern Africa.

 

 

 

 

PAN-AFRICANISM.

Meaning of Pan-Africanism.

“Pan” means “all” and “Africa” refers to the continent. “Africanism” refers to those of African Origin.Pan-Africanism is a belief in the uniqueness and spiritual Unity of Black people acknowledging their right to self determination.It is a movement aimed at unifying all the people of African descent in the world. It stands for economic, political and social advancement for all peoples of African descent throughout the world.

Origin and Development of pan-Africanism.

The movement has roots in the trans-Atlantic slave trade that took place between 15th and 19th c. the trade was responsible for the dispersal of black people all over the world.

The suffering the slaves underwent made them become conscious of their colour and origin. The Africans viewed themselves as having a common destiny. Even those who remained in Africa were later subjected to the colonial experience including forced

labour, land alienation, taxation, poor wages, discrimination corporal punishment rape and murder.The movement first started as the Pan Black Movement for the American and Caribbean black only. Several African Americans wanted to uplift the lives of fellow Africans in USA and in Africa. They included Martin Delaney, Alexander Cromwell, Bishop James Johnson, Wilmot Blyden and Bishop Turner. The leading pan -Africanists in America were Booker T Washington, Marcus Moziah Garvey, Dr. William Edward Burghardt Du Bois and George Padmore.The pioneer African pan-Africanists included Kwegyir Aggrey from Gold Coast, Wilmot Blyden from Liberia, Kwame Nkrumah from Ghana and Leopold Sedar Senghor.The Pan Black Movements enlisted all blacks worldwide. It sometimes was called Pan Negro Movement and was pitted against the evils of racism.Pan Black Movement gave birth to Pan-African Movement, which had its first meeting in London in 1900 attended by 32 delegates, drawn from USA, Africa, Canada, West Indies and Britain.Sylvester Williams, a lawyer from Trinidad, coined the term Pan-Africanism.  By 1920, an all-African idea had been developed.The first pan-African congress for Africans was held in Manchester –England in 1945, also attended by Jomo Kenyatta.

Causes of pan-Africanism.

  1. a) The Trans-Atlantic slave trade. It took place between 15th and 18th

centuries. Africans who were forced into slavery in America during this period suffered a lot under the white people. The Africans in Diaspora, through humiliation and sadness

realized they had a common destiny.

  1. b) Colonization of Africa. The division of Africa into 50 colonies separated some

communities. It also put together various people of different history and culture.

The divide and rule tactics of colonialists brought deep divisions among same

communities. The Africans realized later on that there was need to find a common

ground to bring about change.

  1. c) The need to correct the negative ideas about Africa and Africans held by Europeans.

The whites held a popular belief that Africans belonged to an inferior race without

ability to run their own affairs.

  1. d) Pan-Africanism was a fight against Racism-Africans were despised and ridiculed on the ground of colour and hair texture.
  2. e) The evolution of leadership cadre of educated class of Africans- leaders like Kwame Nkrumah, Sedar Senghor, Jomo Kenyatta and Blyden wanted to prove that Africans were a civilized people with a rich history and culture.
  3. f) European missionaries had discriminated against the Africans /Africans formed independent churches contributing to the rise of Pan -Africanism.

Objectives of the Pan-African movement

  1. a) To unite all the peoples of African origin in the struggle for emancipation from social discrimination and colonial rule.
  2. b) To challenge the ideology of white supremacy on which European colonization was based.
  3. c) To improve the African living conditions in the Diaspora and in the African continent.
  4. d) To secure democratic rights for all African peoples e.g. right to vote. Form political associations etc.
  5. e) To restore the dignity of the black people and liberate them from the bondage of

slavery.

  1. f) To create a forum through which protests against European colonization and racial discrimination could be channeled.
  2. g) To find better ways of establishing better relations between the Europeans and

Africans on the one hand and among Africans on the other hand.

  1. h) To appeal to missions and humanitarians to protect Africans against colonial

aggression and exploitation as well as land alienation.

  1. i) To fight neo-colonialism

LEADING PAN-AFRICANISTS.

  1. Marcus Garvey (1887-1940)

He was born on 17th August 1887 in the West Indies island of Jamaica to a family offreed slaves. The fact that Marcus was very dark is what shaped his philosophy of Pan Africanism. While a young man, he witnessed great European and Mullato discrimination on account of his complexion.He arrived in USA in 1916 after widely travelling in south and Central America and Britain. While in England, he was greatly encouraged by Mohammed Duse to lead the peoples of African descent all over the world in the struggle for liberation.He developed the Pan-African philosophy in USA through which he sought to make Africans take pride in their blackness and cultural heritage. He founded the Negro Empire in New York in 1920. He organized a black convention in 1924 in New York during which he launched the Universal Negro Improvement Association (UNIA) whose HQs were to be at Harlem, New York. UNIA had the following objectives;

~  To create universal fraternity among the Black Race.

~  To assist uplift the civilization of African communities.

~  To establish a central nation for the black race.

~  To establish academies for African children.

~  To promote African cultures.

Garvey founded a Journal “The Negro World” and the African Orthodox Church under a black Patriarch or chief Bishop and a Black Madonna as the symbol of his church.

He advocated for the return to Africa by the Africans. To Garvey, freedom was to be gained through economic empowerment of Africans. To this end, he mobilized African Americans to contribute funds to establish black businesses like the Black Starline Shopping Company. The project however collapsed due to mismanagement. He was arrested, tried and convicted of fraud (collecting funds unlawfully) and imprisoned for five years. He was deported to his home country Jamaica after two years in Jail where he died in 1940.He is credited for succeeding in mobilizing Africans to take pride in their cultures and complexion.

  1. Booker T. Washington.(1856-1915)

He was born in 1856 in USA to a poor slave family. He acquired a university degree in Agriculture at Hampton Institute.He is credited for promoting African Education.

He started a model institute for training blacks in agricultural and industrial skills (the Tuskegee Institute in Alabama).Unfortunately, Washington adopted a policy of cooperation with the government as a means of winning acceptance by the European community. To him, Africans ought to gain wealth in order to attain equal status with Europeans and end racial discrimination.He began the National Negro Business League with the help of a European Andrew Carnegie.He died in 1915.

  1. Dr. William Edward Burghardt Du Bois.

He was born in great Barrington, Massachusetts, USA on 23rd February 1868.  He was the first black to receive a PHD Degree and become a professor of History, Economics and Sociology. He was also a renowned journalist.He greatly disagreed with Booker T. Washington’s policy of accommodation and cooperation. In 1905, he established the Niagara Movement to protest against racial discrimination. In 1900, he was one of the founder members of the National Association for the advancement of Coloured Peoples (NAACP) an association that championed for the struggle for Negroes’ civil rights in America.He prepared the pan-African conferences that were held between 1900 and 1945 to fight against slavery, colonial exploitation and repression of Af rican peoples. He was the chairman of the Manchester Conference of 1945..In 1961, he relocated to Ghana where he became a citizen, on invitation of Nkrumah. He died in 1963 in Ghana.

THE PAN-AFRICAN CONGRESSES (1900-1945)

  1. a) The 1st pan-African conference, London, 1900. It was held at the Westminster

Townhall from 23rd to 25th July with 32 participants from Africa, USA, Canada and

West Indies. The conference was sponsored by a Trinidad lawyer Henry Sylvester

Williams who coined the term Pan-Africanism. The conference marked the entry of

Du Bois into Pan Africanism where he made his famous statement “The problem of

the 20th c is the problem of colourline”.

Objectives of the conference.

~  To unite people of African origin in all parts of the world.

~  To appeal for the end of European colonization and exploitation of Africa.

~  To look for ways of establishing better relations between the Caucasian and African races.

~  To initiate a movement for securing the full rights for all Africans in and outside

Africa and promote the economic rights.

~  To appeal to missionaries and philanthropists in Britain to protect Africans against aggression by colonizers.

Conference Agenda

~  Human Rights Violation against blacks in South Africa.

~  Living conditions of blacks in different parts of the world.

~  Racial discrimination against Africans all over the world.

The conference sent a Memorandum to the Queen of England demanding respect for the rights of Black People especially in the British Empire.

  1. b) The 2nd Pan-African Conference, Paris, 1919. The conference coincided with the

Paris Peace conference. The conference was convened by William Du bois who had

been sent to Paris by NAACP to investigate the allegations that African American

troops stationed in France during world war I experienced racial discrimination and

to represent the interest of the black peoples at the Paris peace conference.

The conference made the following recommendations;

~  The need for international laws to protect Black people.

~  African land to be held in trust for Africans.

~  The prevention of exploitation of African nations by foreign companies.

~  The rights of Africans to be educated.

~  That slavery and capital punishment were to be abolished.

~  The right of Africans to participate in their government as fast as their development permitted.

  1. c) The 3rd Pan-African Conference 1921. The conference was held in three sessions in London, Brussels and Paris. The London session was attended by 41 Africans, 35

American coloureds, 7 West Indies and 24 Africans living in Europe at that time. It

was patronaged by Du Bois. The conference demanded for the establishment of

political organizations among the suppressed blacks. It emphasized international and interracial harmony and democracy.

  1. d) The 4th mPan-African congress (London and Lisbon 1923.) it reiterated earlier

resolutions and also demanded that black people be treated like human beings.

  1. e) The 5th Pan-African Conference, New York 1927. It was mainly attended by African Americans and was partly sponsored by European Philanthropists. It discussed the attitude of the communists towards pan-Africanism.
  2. f) The 6th Pan African conference, Manchester 1945.it coincided with the end of the World War II. It was convened by the Pan African Federation which had been formed in 1944 by 13 organizations representing students’ welfare and political groupings.

Leaders of the federation were George Padmore, Ras Makonnen (Ethiopia). C.L.R

Wallace Johnson and Jomo Kenyatta. The conference was greatly inspired by the

liberation of Ethiopia in 1941 and Clause three of the Atla ntic Charter (1941) (that

USA and British governments would respect the right of all people to choose the form of government under which to live) which Winston Churchill claimed was not

applicable to the Africans.The conference was convened on 15th oct. 1945 and was attended by 90 delegates who included Du Bois(West Indies), Nkrumah(Ghana), Kenyatta(kenya), Padmore(Trinidad), peter Abrahams(south Africa), Ras Makonnen(Ethiopia) , Magnus Williams representing Azikiwa Nnamdi (Nigeria), Obafemi Owolowo(Nigeria) and Kamuzu Banda (Malawi) and 11 observer nations

Du bois chaired the conference while Nkrumah and Padmore were joint secretaries.

Uniqueness of the conference.

  1. a) The conference was mainly organized by Africans from the continent unlike earlier ones which were organized by the Africans in Diaspora. The only exceptions were W.E.B Du Bois and Padmore.
  2. b) Representatives of white philanthropists were absent. Neither did they finance the conference.
  3. c) Many African trade unions were represented. These included the trade Unions from Sierra Leone, Nigeria, Ghana and Gambia. Most of West Indies was also represented.

Key Resolution of the Manchester Conference

  1. Africans should concentrate on winning political power through non-violent means e.g strikes and boycotts.
  2. African intellectuals should play an important role in mobilizing the masses to fight for political liberation. Pursuant to the conference resolutions, Kwame Nkrumah established the West African National Secretariat (WANS) on 15th December 1945 in England to act as a regional body for Pan African Federation, promote unity in West Africa. WANS published a newsletter, The New African, whose main aim was to inspire the youth in Africa to resist imperialism.

Why the 1945 Manchester (Pan-African) Congress was a landmark in the history of

Africa.

  1. a) For the first time leading African representatives in the continent attended e.g.

Jomo Kenyatta, Kwame Nkrumah, Kamuzu Banda, Haile Sellasie etc. on coming back , they all adopted radical nationalistic demands for independen ce of their states.

  1. b) It was the first congress that strongly condemned European colonization of Africa and demanded the autonomy and liberty of African states.
  2. c) The congress was instrumental in granting of independence to Ghana in 1957 and to Egypt soon after.
  3. d) It set the pace for organization of similar conferences in the African continent like; the 1958 All African Congress and the 1960 Tunis-Pan African People’s Conference.
  4. e) During the conference, the solidarity and unity among Africans began to develop

and paved way to the formation of Organization of African Unity.

  1. f) It marked the establishment of the movement’s activities in Africa.

Why pan-African movement was not active in Africa before 1945

  1. a) There was lack of adequate African representation in the movement before 1945.

Africans in the movement were few and were staying outside Africa as political

exiles or students.

  1. b) Colonial authorities could not allow Africans to organize a movement that was

against their policies. Such movements were outlawed.

  1. c) The ‘divide and rule’ policy used by the Europeans made it impossible for Africans to communicate and cooperate.
  2. d) Africans in each colony were mainly concerned with issues that affected them

directly e.g. Land alienation, forced labour and taxation.

  1. e) The only Countries that were independent (Liberia and Ethiopia) could not champion pan-Africanism since they had their own internal problems and paid little attention to international matters e.g. Ethiopia and Liberia.
  2. f) Lack of venue to hold meetings on the African soil since the colonial government would not have allowed such meetings.
  3. g) Poor state of transport and communication at the time did not permit fast spread

of Pan-Africanism.

  1. h) Few people were educated and only a minority in Africa had higher education hence there was widespread illiteracy and ignorance.
  2. i) Africans were too poor to contribute to pan-African efforts.

The role of Kwame Nkrumah in Pan-Africanism.

  1. a) He participated in the 1945 Manchester Conference as the secretary during which he proposed that delegates go back to their countries and spearhead the nationaliststruggle for political independence.
  2. b) He established the West African National Secretariat (WANS) in England to

coordinated pan African federation activities in West Africa and promote pan Africanism.

  1. c) He founded the Convention People’s Party (CPP) in 1949which led Ghana to Independence in 1957.
  2. d) As president of Ghana, Nkrumah inspired many African countries to struggle for

political independence, and the black civil rights movement in the USA to fight for

their rights.

  1. e) In 1958, he hosted the first pan-African conference of independent states in Accra which pledged to assist fellow Africans to fight for political independence.
  2. f) He funded nationalists in other countries e.g. Ghana and Algeria.
  3. g) He supported other African leaders who faced political threats from their former

colonial masters. For example he assisted the Guinean leader, Sekou Toure , with

Loans following the withdrawal of French support to the country after

independence

  1. h) He championed trade unionism in Africa as a means of promoting pan-Africanism.

During the Manchester conference as a joint secretary with George Padmore, he

allowed participation of trade Unions from Sierra Leone, Nigeria, Ghana and

Gambia.

  1. i) He participated in convening various pan-African conferences that led to the

formation of O.A.U, an association of independent African states.

NB- it is most probably because of his fight against western domination that Nkrumah was eventually overthrown in 1966 in a military coup that forced him into exile. He died on 27th April 1972 in Bucharest, Romania, where he had gone to seek treatment for cancer.

Reasons why the pan-African movement became active in Africa after 1945.

  1. a) World War II strengthened nationalism in the continent. The Africans’ quest for

political independence received a boost with support from UNO, USA and USSR.

  1. b) The 1945 Pan-African Conference in Manchester, brought many African elites

together. They later inspired their colleagues back home to join the movement.

  1. c) The attainment of political independence in India in 1947 and Burma (now

Myanmar) in 1948 encouraged many nationalists in Africa.

  1. d) The slowing down of the pan0africanism activities in America during the cold war period activated the same in Africa. USA tried to control activities of people like Padmore who had links with USSR.
  2. e) The attainment of independence by Ghana in 1957 inspired other African nations to focus on the liberation of their respective countries rather than fight for the betterment of fellow Africans outside the continent.

Performance of the Pan-African Movement..

Achievements of Pan-Africanism.

  1. a) The movement created political awareness among people of African origin and a

sense of deep concern for suffering of blacks all over the world.

  1. b) It put in place Steps towards the restoration of status and dignity to the African

people, which had been eroded by slave trade, colonialism and racism.

  1. c) The movement provided an important forum where the people of African origin

could discuss their problems. It promoted brotherhood among Africans.

  1. d) The movement led to the Development of the spirit of solidarity among the African people when dealing with issues that concern the continent.
  2. e) It laid the basis for the Formation of OAU, which later became the African Union (AU).
  3. f) The movement enabled African leaders to be more committed to African issues. For example the black caucus in the USA played an important role in pressurizing the US congress to take drastic measures against the Apartheid regime in South Africa.
  4. g) The movement laid the foundation for the interest in research on African culture,

history, literature, music, religion, medicine, art, etc. this empowered Africans by

enabling them to understand the status quo.

  1. h) The movement played an important role in the advancement of African nationalism by encouraging peoples of African origin to take pride in their ancestry and demand their rights.
  2. i) The movement condemned Mussolini’s attempt to colonize Ethiopia in 1935 by

organizing protests in major towns like New York, London, Brussels and Paris.

Challenges encountered by the pan African movement.

  1. a) Many European groups fought the activities of the pan Africanists. The fact that

Marcus Garvey was arrested, tried and convicted of fraud (collecting funds

unlawfully) and imprisoned for five years is a clear manifestation of this.

  1. b) It was difficult for the Africans to participate in African affairs since majority of

Africans were still under colonialism.

  1. c) Due to lack of economic empowerment and lack of education, many of the pan

African projects did not succeed. The Marcus Garvey project for instance collapsed

due to mismanagement.

  1. d) Illiteracy and ignorance amongst some people of African origin hindered them from offering constructive support.
  2. e) The movement was restricted to the African continent after independence in 1960s.

The absence of African-Americans in the continents affairs dealt a big to its progress.

  1. f) Division among Africans after independence e.g. Radical and the conservative

leaders and between the francophone and the Anglophone countries.

  1. g) The European powers domination of the international media was used to water

down the importance of pan-Africans by spreading negative propaganda.

  1. h) Some of the pan-African leaders could not agree on the best strategy of uplifting the welfare of the African origin peoples.
  2. i) The deep economic connection between colonies and the mother countries

hindered any meaningful cooperation.

  1. j) Lack of venues to hold conferences in Africa especially before 1957 meant that the movement could not take root in Africa quickly. The far-away venues were

inconveniencing.

The Pan-African movement activities after 1950.

Despite the challenges mentioned, the movement was still active in Africa after 1950 as manifested in the political developments that took place in the 1950s and 1960s.

The following conferences were convened during that period.

1)  The 1st Conference of Independent African States, Accra, Ghana April 1958. In

attendance were the eight independent African states of Ghana, Egypt, Morocco,

Ethiopia, Liberia, Tunisia Sudan and Libya. the delegates pledged to assist fellow

African countries who were fighting for political independence..

2)  The All-African Peoples conference, (Accra De. 1958) the conference was attended by freedom fighters and trade unionists from all over Africa. It was chaired by Tom Mboya of Kenya The conference’s main resolution was to use all means to acquire political independence and to encourage unity between the African leaders.

3)  The All-African Peoples Conference, Tunis, January 1960. It strengthened the desire for unity among African states.

4)  The 2nd Conference of Independent African States, Addis Ababa, Ethiopia, June

  1. The conference was the forerunner to the formation of a continental Body,

OAU. The conference exposed sharp division among African states over the situation in Congo, where Patrice Lumumba was facing problems with his former colonial masters.

5)  The Brazzaville Conference December 1960

Attended exclusively by the 12 francophone conservative African states, the

conference emphasized the need to respect international Frontiers and noninterference in the internal affairs of any African state. They promised political

support for Mauritania in her boundary disputes with morocco.

6)  The Casablanca conference, January 1961.

It was a reaction to the resolutions of the Brazzaville conference by the radicals who supported Morocco in her dispute with Mauritania. They advocated for the removal of foreign troops in Congo.

7)  The Monrovia conference, May 1961. It attracted both moderates and

conservatives and aimed at uniting the antagonistic groups. The conference

emphasized the absolute equality of all states. The conference succeeded in uniting

the hostile groups through the undertaking of two crucial events;

~  The Algerian Referendum of 1961, which passed that the Algerians wanted

political independence from France.

~  The situation in Congo stabilized after 1961.

ORGANIZATION OF AFRICAN UNITY (OAU)

What was the OAU?

It was an association of independent African states that existed between 1963 and

2002, when it was renamed the African Union (AU)

Origin and development of OAU.

It was formed as a climax of a series of pan- Africanism congresses up to 1963.

In January 1961, several African independent states, i.e. Egypt, Ghana, morocco, Libya and Algeria, met in Casablanca and pledged to help Patrice Lumumba of Congo against the secessionist Tsombe. In May 1961, another group of African states, i.e. Liberia, Tunisia and Togo met in Monrovia and agreed to work in unity to solve the Congo crisis.

In august 1961, a bigger group made up of former French colonies met in Brazzaville to find a solution to the Congo crisis.In 1963, the regional groupings compromised and joined with others to form one organization. In May 1963, foreign ministers of 32 independent African states met in Addis Ababa, Ethiopia, to prepare the agenda for the heads of state meeting.The heads of states met under chair of Emperor Haile Selassie and gave birth to OAU, with Selassie as its first chairperson. Its membership grew from 32 at the time of its inception to 54

NB; when the Saharan Arab Democratic Republic was admitted to the OAU in 1984, Morocco withdrew since she claimed that SADR was part of her territory.

The Charter of OAU.

Objectives of the OAU.

  1. a) To provide African countries it a permanent organization through which they could discuss issues affecting them and lay strategies for solving them.
  2. b) To provide identity for the newly independent countries of Africa in a world

dominated and controlled by the white race.

  1. c) To co-ordinate and assist in the speedy decolonization of the rest of Africa.
  2. d) To improve the living standards and conditions of African people as a group and as individual states.
  3. e) To help in the Defence of the independence of African states and maintenance of

the sovereignty of these countries.

  1. f) To promote cooperation among the African states in economic, social and political fields so as to improve living standards.
  2. g) To promote and enhance African solidarity and unity.
  3. h) To support world, peace organizations like the UN and the Non-Aligned Movement.
  4. i) To promote peaceful settlement of disputes.
  5. j) To promote non-interference in the internal matters of member states.

The fundamental principles of OAU as outlined in the charter.

  1. a) Recognition of the sovereign equality of member states.
  2. b) Non-interference in the internal affairs of member countries.
  3. c) Respect for the sovereign and territorial integrity of each country and its inalienable right to independent existence.
  4. d) Peaceful settlement of disputes.
  5. e) Condemnation of political assassination or any form of subversion by one country in another member country.
  6. f) Dedication to the emancipation of territories under colonial rule.
  7. g) Adherence to the principle of non-alignment.

 

 

The structure of the former OAU.

The OAU charter borrowed heavily from that of the United Nations Organization. The only difference is that no member of OAU enjoys veto powers. All members have equal privileges and vote. The charter outlined the structure of OAU as follows;The Assembly of Heads of State and Government. This was the supreme organ of OAU meeting once a year to discuss specific urgent matters and electing a chairperson every year. A two-third majority vote was used to decide critical issues.The Council of Ministers. It was made up of all foreign ministers of OAU member states and met twice a year to prepare agenda for the meeting of heads of state and government. It implemented decisions passed by heads and prepared the OAU budget.The General Secretariat. Headed by the secretary general elected by the Assembly of Heads of state, it offered the administrative services to the organization on daily basis. The past secretaries were Kifle Wodajo of Ethiopia (1963-1964), Diallo Telli Boubaker of Guinea (1964-1972), Nzo Ekangaki of Cameroon (1972-1974), Eteki Mboumoua of Cameroon (1974-1978), Edem Kodjo of Togo (1978-1983), Peter Onu of Nigeria (1983-1985), Ide Oumarou of Niger(1985-1989). The last was Salim Ahmed Salim from Tanzania.The Commission of Mediation, Conciliation and Arbitration. It was charged with the task of settling disputes involving members. It had membership of 21 states and served for a term of five years.Specialized Agencies. The OAU also comprised specialized agencies and committees that handled the technical business of the organization. E.g. the OAU Liberation Committee-to co-ordinate activities of liberation movements. The Economic and Social Commission, the Commission on Education, Science and Culture, the Defence Commission, the Supreme Council of Sports Etc.

Achievements of OAU.

  1. a) It offered solution to border disputes between member states like Kenya vs.

Somalia, Ethiopia vs. Somalia, Libya vs. Chad, morocco vs. Algeria, Chad vs. Nigeria and the Rwanda –Burundi conflict.

  1. b) The OAU achieved total liberation of African countries, with South Africa being the last one. It offered military support to the nationalistic struggles in Mozambique, Angola, Rhodesia, Namibia and South Africa.
  2. c) It condemned human rights violation in countries like Namibia and South Africa. It encouraged economic sanctions against the apartheid regime of South Africa.
  3. d) Through the OAU, African governments were able to speak with one voice on

matters affecting Africa and they even attempted to formulate a common foreign

policy.

  1. e) It provided a forum for discussing Africa’s common problems like desertific ation, foreign interference, and dependency and at the same time sought for solutions to the problems.
  2. f) The organization embarked on common economic ventures for Africa. For example creation of the African Development Bank (ADB) which represented the collective contribution by all Africans towards emancipation of Africans from economic backwardness.
  3. g) It encouraged construction of roads and railways to link different regions. E.g.

Tanzam, the Great North Road and the Trans-African Highway. This improved

economic co-operation between member states.

  1. h) It created a cultural identity for African countries sports and the All -African Games, which provided Africans with the opportunity to meet and socialize.
  2. i) Through its refugee agency, it addressed itself to the refugee problem in the

continent. E.g. refugees from countries like Rwanda, Burundi, Chad, Gambia,

Ethiopia, Sudan and Somalia have been assisted.

  1. j) It was instrumental in the formation of regional organizations like ECOWAS, SADDC

and COMESA.

Problems that faced OAU during its operation.

  1. a) Differences in economic development levels and in history of member states

militated against co-operation.

  1. b) Ideological differences among member states, especially during the Cold war period, hampered the operations of the OAU.
  2. c) It lacked sufficient funds to carry out its work efficiently. The members were poor given that all of them were third world countries.
  3. d) The problem of sovereignty. Many countries disregarded the OAU resolutions in

favour of their sovereignty and national interests.

  1. e) It lacked an effective machinery to effect its decisions. It also lacked a standing army to implement and effect its resolutions hence the term ‘Toothless Bulldog’ coined by Gadaffi to refer to it.
  2. f) Loyalty to other organizations. OAU members also belonged to other organizations like ECOWAS, COMESA, The Arab League etc; the interests of these organizations were not always in accord with those of the OAU.
  3. g) The colonial legacy. Many problems arising from past colonial policies have rocked the organization. E.g. The land issue in Zimbabwe. There is also the problem of NeoColonialism in trade.
  4. h) Interference by the big powers. This has caused dismay to the organization.
  5. i) Emergence of dictators like Amin Dada of Uganda, Bakassa Jean Bedel of Central African Republic, And Mobutu of Congo.
  6. j) Civil strife in various countries remained unresolved for a long time. E.g in Sudan, Rwanda, Ethiopia, Nigeria. This made cooperation difficult.

THE AFRICAN UNION

Origin of the African Union.

On 9th September 1999, the Heads of State and Government met in Libya and made the Sirte Declaration calling for the establishment of an African Union and a pan-African parliament.On 29th may 2000, the document for the formation of African Union and Pan-African Parliament was adopted by the joint sitting of legal experts and parliamentarians.

On 2nd June 2000, heads of state and government meeting in Lome, Togo adopted the Constitutive Act of the African Union drafted by the council of ministers. The AU was born in 2002, at a Summit held in Durban, South Africa, where the first Assembly of Heads of State of African Union was convened.

Differences between the former Organization of African Unity and the present African Union.

  1. a) Unlike the O.A.U, the A.U challenges the principle of non-interference in the internal affairs of member states. It allows for intervention whenever a member state experiences conflict or widespread human rights violation.
  2. b) A.U was like an Association of African Heads of State, but A.U is like a Union of African Peoples. Increased participation of all African people is manifested in the proposed Pan-African Parliament and an economic, social and cultural council.
  3. c) Unlike the O.A.U the African Union has an accountability mechanism. An African Peer Review Mechanism (APRM) has been developed as a means through which countries can be held accountable on matters of security, development, stability and cooperation.
  4. d) Unlike the O.A.U, the A.U has a broader development plan for Africa e.g. through the New Partnership for Africa’s Development-NEPAD whose main objectives include to promote accelerated growth and sustainable development, to eradicate the widespread poverty in the continent and to halt the marginalization of Africa in the globalization process.
  5. e) Unlike OAU, AU presupposes the establishment of a security council and the African Court of Justice with law enforcement powers(A standing military)

The AU Charter.

Objectives of AU.

  1. a) To accelerate the political, social and economic integration of the continent.
  2. b) To promote and defend the African common positions on issues of interest.
  3. c) To defend the independence and territorial integrity of African states and maintain the sovereignty of these countries.
  4. d) To promote democratic principles and institutions, popular participation and good governance.
  5. e) To establish the necessary conditions which enable the continent to play its rightful role in the global economy and in international negotiations.
  6. f) To promote cooperation among the African states in economic, social and political fields so as to improve living standards.
  7. g) To achieve and enhance greater African solidarity and unity.
  8. h) To promote peace, security and stability in the continent through peaceful settlement of disputes.
  9. i) To advance the development of the continent by promoting research in all fields,

particularly in science and technology.

  1. j) To encourage international cooperation, taking into account the Charter of the

United Nations and the Universal Declaration of Human Rights.

  1. k) To work with relevant international partners in the eradication of preventable

diseases and promotion o good health on the continent.

The structure of African Union

The AU charter outlined the structure of AU as follows;

  1. The Assembly. This is the supreme organ of AU meeting once a year to elect a

chairperson and determine the common policies of the union, consider requests for

admission, monitor implementation of policies and decisions, appoint and terminate

the judges of the court of Justice among other functions.(students to make

additions) Decisions are either by consensus or by two-thirds majority vote.

  1. The Executive Council. It is made up of Foreign Ministers or the authorities

designated by the member states. Its core function is to co-ordinate union policies

ion areas of common interest like foreign trade, ener gy, industry, water resources

and environmental protection. Such functions can be delegated to specialized

technical committees.

  1. The Commission/Secretariat. Comprises a chairperson, deputy chairperson and

eight commissioners and staff members. It deals with the administrative issues and

implements decisions of the Union.

  1. The Permanent Representatives Committee. It comprises the Ambassadors to the AU. Its main responsibility to prepare for the executive council and run the

association daily. It seats permanently in Addis Ababa.

  1. Specialized committees and Agencies. The AU also comprised specialized agencies and committees that handled the technical business of the organization. E.g the Committee on Rural Economy and Agricultural Matters, the Committee on Monetary and Financial Affairs, the Committee on Trade, Customs and Immigrations Matters, the Committee on Transport and Communication, the Committee on Education, Human Resource and Culture, the Committee on Health, Labour, and Social Affairs.
  2. The economic and social council. It performs advisory functions
  3. Specialized technical committees. E.g the Committee on Rural Economy and

Agricultural matters, the Committee on Trade , Customs and Immigration Matters,

The Committee on Industry, Science and Technology, the Committee on Transport,

Communication and Tourism, the Committee on Health, Labour and Social Affairs,

the Committee on Education, Culture and Human Resources.

They perform the following roles;

  1. a) Prepare projects and programmes of the Union and submit them to the

executive council.

  1. b) Ensure supervision, follow-up and evaluation of the implementation of

decisions taken by the organs of the Union.

  1. c) Ensure co-ordination and harmonization of projects and programmes of the

Union.

  1. d) Submit to the Executive council, their reports and recommendations on

implementation of the African Union’s Act.

  1. Other proposed structures though not yet in place are;

~  The peace and Security Council to comprise 15 members to monitor and

intervene in conflicts.

~  The Pan-African Parliament responsible for ensuring civil society participation in

AU matters.

~  The Court of Justice to deal with human rights abuses in Africa.

~   Financial Institutions like The African Central Bank, the African Monetary Fund

and the African Investment Bank.

THE EAST AFRICAN COMMUNITY

Founded on 6th June 1967, it comprises Kenya Uganda and Tanzania.

Origin of the East African Community.

Its origin can be traced back to 1902- the efforts of the British and German colonial

governments’ to establish a unified administration over the East African territories.For example, the East African Court of Appeal was established in 1902, The East African Postal Union in 1911, East African Customs Union in 1917, East African Currency Board in 1920 And East African High Commission in 1948.On 9th December 1961, the East African High Commission was replaced with the East African Common Services Organization with the headquarters in Nairobi.The treaty to establish the East African Community was signed on 6th June 1967. The organization came into force on 1st December 1967.

Objectives of the East African Community.

  1. a) To maintain a common markets for the member states and promote balanced

economic cooperation.

  1. b) To provide common services to the three member states especially in the areas of transport and communication.
  2. c) To promote political co-operation between the three countries and hence peace and security.
  3. d) To facilitate the movement of the people within the region to foster greater cooperation and understanding among them.
  4. e) To expand the market in a region where population and incomes are low.

Challenges that faced the East African Community up to 1977.

  1. a) Suspicion over perceived dominance among members. Tanzania and Uganda

accused Kenya of acquiring the lion’s share of benefits from the community. Kenyan industries for example were protected more by the common external tariffs.

  1. b) Personality differences. This was between individual leaders of the three countries, making it more difficult for them to hold meetings.
  2. c) Ideological differences. Each of the three countries pursued different economies.

Kenya followed capitalism and Tanzania socialism. Uganda had a mixed economy.

  1. d) Political instability in Uganda. The coup d’état, which overthrew Milton Obote,

undermined the unity that was desired for the organization. Nyerere for example

refused to recognize Amin as the president of Uganda.

  1. e) National pride and interests. National interests were given more priority than the

regional interests were. E.g Tanzania favoured railway transport while Kenya

favoured road transport.

  1. f) Boundary closures .Tanzania closed its common border with Kenya in 1977, thereby halting the community activities. There was also boundary closure between Tanzania and Uganda during the war between the two in 1978.
  2. g) Financial constraints resulting from failure by member states to remit funds to meet the organization’s needs.
  3. h) The use of different currencies by the three nations made transaction difficult.

The Rebirth of the East African Community-2001

Reasons that led to the rebirth of the East African Community in 1996.

  1. a) There was need to maintain a common market for the member states in order to

promote balanced economic cooperation.

  1. b) There was increasing need to provide common services to the three Member states especially in the areas of transport and communication as well as research.
  2. c) There was a strong desire to promote political cooperation between the three

countries in a world that was becoming a global village.

  1. d) There was need to facilitate free movement of people in the region.
  2. e) A greater lesson had been learnt following the great losses and costs incurred by the East African countries following the collapse of the Community in 1977.

Milestones in the Formation of the East African Community-2001.

  1. a) The full East African cooperation was started on March 14, 1996, when the

Secretariat of the Permanent Tripartite Commission was launched at the

headquarters of EAC in Arusha, Tanzania. Ambassador Francis Muthaura was

appointed the first secretary general.

  1. b) On 19th November 1996, the agreement for the establishment of the East African

Business Council was signed in Nairobi.

  1. f) On 29th April 1997, the second summit of heads of state was held in Arusha. It

launched the first East African Cooperation development strategy (1997 -2000).

  1. g) On 30th April 1998, the ninth meeting of the Permanent Tripartite Commission in Arusha launched the treaty for the establishment of the East African Community.
  2. h) On 24th November 1998, the first East African Ministerial meeting on the Lake

Victoria hyacinth was held in Arusha. A regional strategy was developed for control

of the lake hyacinth.

  1. i) On 22nd January 1999, the third summit met in Arusha and directed the Permanent Tripartite Commission to complete the treaty –making process by 30th July 1999.
  2. j) The treaty establishing the East African Community-2001 was signed on 30th November 1999 in Arusha by the three heads of state.

The structure of the New East African Community.

In the november30, 1999 treaty, the following organs were established to coordinate

the activities and the direction of the community.

  1. The Summit of Heads of State. It had the responsibility of giving direction towards realization of the goals and objectives of the community. It was the community’s supreme organ, consisting of the three heads of state with the chair being rotational.
  2. The Council of Ministers. The main decision –making organ of the heads of

governments of the member states. It comprised the designated ministers from

member states.

  1. The Coordinating Committee. Made up of permanent secretaries. It reports to the

council of ministers. It coordinates the activities of the sectoral committees.

  1. The Sectoral Committees. These are committees created by the council on

recommendation of the respective coordinating committee.

  1. The East African Legislative Assembly. It provides a democratic forum for debate. It is also a watchdog of the activities of the community. It is a 30 -member assembly whose members are drawn from the member state.
  2. The Secretariat. Based in Arusha, it carried out the day-to-day administrative duties of the community.
  3. The Court of justice of East Africa. This was the highest appellate court in the

region.

Other autonomous institutions established by the Council include;

~  The East African Development Bank (EADB).

~  Lake Victoria Fisheries Organization (LVFO)

~  Inter-University Council for East Africa (IUCEA)

Challenges that have faced the EAC-2001.

  1. a) Suspicion still exists over perceived dominance of Kenya in the community affairs.
  2. b) Despite signing the treaty in 1999, Tanzania customs are still taxing Kenyan

products.

  1. c) Increased cross-border smuggling. The freedom of movement within the region

sometimes results in smuggling of illegal arms and spread of crime and insecurity.

E.g. the smuggling of a vehicle belonging to Kenya’s Chief of Staff, General Joseph Kibwana to Tanzania in 2004.

  1. d) Cattle rustling across the borders. This is common on the Kenya Uganda border with the Pokot and Karamojong attacking each other
  2. e) Arrest of Kenyan fishermen on Lake Victoria by either Tanzania or Ugandan

policemen/navy accusing them of fishing in their waters.

  1. f) Membership to other regional bodies e.g. COMESA, SADDC. This complicates the work of the EAC.
  2. g) The recent wrangles between Kenya and Uganda over ownership of Migingo Island.

Although this problem was resolved by Uganda conceding Kenya’s ownership of the Island, it raised tension between the two countries.

  1. h) The use of different currencies by the three nations has made transaction difficult.
  2. i) Political squabbles in the individual countries slow down the progress of the

community

  1. j) Individual national interests have slowed down the implementation of the activities of the community the deep-seated differences between the member states over the proposed taxes on imports from countries outside the region.

Achievements of the East African Community-2001.

  1. a) It has boosted movement of citizens within the three member states of East Africa.

An East African passport has been introduced.

  1. b) It has provided a forum for the East African Leaders to discuss issues harmoniously.
  2. c) It has facilitated the improvement and expansion of transport and communication networks between the three East African countries.
  3. d) Tariffs for industrial goods produced in East Africa have been reduced.
  4. e) Investment procedures have been eased to enable all citizens to invest more easily within the community.
  5. f) It has enhanced cooperation of the civil society leading to formation of the Law

Society of East Africa and the Business Council of East Africa.

  1. g) The community has promoted trade among member states by encouraging citizensto conduct trade in all the countries.

THE ECONOMIC COMMUNITY OF WEST AFRICAN STATES.

Formation of ECOWAS.

This is a regional group comprising of 15 West African countries.The treaty establishing ECOWAS was signed in Lagos, Nigeria on 28thmay 1975 by Gambia, Mali, Cape Verde, Burkina Faso, Niger, Benin, Togo, Cote d’Ivoire, Sierra Leone, Ghana, Senegal, Guinea–Bissau, Nigeria and Guinea.

Objectives of ECOWAS.

  1. a) To provide economic co-operation among West African states in specialized

fields such as transport, communication, agriculture, trade industry etc.

  1. b) To liberalize trade between member states.
  2. c) To improve relations between the member states.
  3. d) To improve living standards of people in the member states.
  4. e) To create a customs union in the region.
  5. f) To promote industrial development among member states.
  6. g) To promote cultural interaction among the member states.

Organization of ECOWAS.

The following are organs that were established to coordinate the activities and the

direction of ECOWAS.

  1. The Authority of Heads of State and government. The authority meets once a

year, with the chair being rotational.

  1. The Council of Ministers. It comprises the designated ministers from member

states. It meets twice a year. It manages the affairs of the community.

  1. The Tribunal. Acting as the industrial court, it was established for settling disputes arising from the community.
  2. The Executive Secretariat. Based in Lagos, Nigeria, it carries out the day-to-day

administrative duties of the community.

  1. Specialized commissions and Agencies. E.g the Committee on industry, natural

resources and Agricultural Matters, the Committee on Trade, Customs and

Immigrations Matters, the Committee on Transport and Communication, the

Committee on Culture and Social Affairs.

Achievements of ECOWAS.

  1. a) The defence Act adopted by ECOWAS in 1981 provided military support to any

Member state attacked by outsiders. Their defence force known as ECOMOG was

instrumental in quelling civil wars in Liberia and Sierra Leone.

  1. b) Economically, Member states benefit from ECOWAS. For example, Nigeria provides her oil to member states at a reduced price.
  2. c) The community has enabled regular meeting of the Heads of State to tackle

problems facing the region.

  1. d) Socio-cultural exchanges within the West African region have promoted good

relations among the people.

  1. e) Improvement has been realized in transport, trade, agriculture and communication.
  2. f) The organization has resolved political problems facing member states.
  3. g) ECOWAS has enabled citizens of member states to move freely from one country to another through waiver of visa requirements.
  4. h) There has been progress in education through the establishment of a Joint

examination Syllabus for West African States.

Challenges that ECOWAS has faced in its operation.

  1. a) Political instability in member states. Countries like Nigeria and Ghana have

witnessed Military coups. Civil wars have been fought in Sierra Leone, Liberia and

Ivory Coast. These have been a hindrance to cooperation.

  1. b) Nationalistic issues. Most member states give priority to their own domestic issues at the expense of the organization.
  2. c) Language barrier. Countries in West Africa inherited the languages of their former colonial masters. The problem in communication has hindered the efficient

operation of the organization.

  1. d) Infrastructural problems. The state of roads, railway and communication linkages are poor. This has hampered economic progress of member states.
  2. e) Ideological differences. The leaders of the member states view each other with

suspicion and mistrust due to differences in ideologies.

  1. f) Lack of uniform currency. Each country has its own currency. This creates a problem of rates of exchange thus hindering trade.
  2. g) Foreign interference. The presence of Israeli and French soldiers in Cote D’Ivoire was viewed suspiciously by guinea.
  3. h) Border closures. For example between Ghana and Togo and between Burkina Faso and Mali.

THE COMMON MARKETS FOR EASTERN AND SOUTHERN AFRICA

It is an economic organization comprising 19 states and which was established on 8th December 1994 to replace the Preferential Trade Area.

Aims and objectives of COMESA.

  1. a) To attain sustainable growth and development of the member states by promoting a more balanced and harmonious development of its production and marketing.
  2. b) To promote cooperation in all fields of economic activity and joint adoption of

macro-economic policies and programmes.

  1. c) To cooperate in the promotion of peace, security and stability among member states in order to enhance economic development in the region.
  2. d) To cooperate in the creation of an enabling environment for foreign, cross-border and domestic investment.
  3. e) To cooperate in strengthening the relations between the common market and the

rest of the world.

  1. f) To contribute towards the establishment, progress and realization of the objectives of the African Economic Community.

Principles that govern the operation of COMESA.

  1. a) Equality and interdependence of member states.
  2. b) Solidarity and collective self-reliance among member states.
  3. c) Inter-state cooperation, harmonization of policies and integration of programmes.
  4. d) Non-aggression.
  5. e) Recognition , promotion and protection of human and peoples’ rights in accordance with the provisions of the African Charter on human and peoples’ rights.
  6. f) Accountability, economic justice and popular participation in development.
  7. g) The recognition and observance of the rule of law.
  8. h) The promotion and sustenance of a democratic system of governance in each

member state.

  1. i) The maintenance of regional peace and stability through the promotion and

strengthening of good neighbourliness.

  1. j) The peaceful settlement of disputes among member states and active cooperation

between neighbouring countries

Organization of COMESA.

COMESA is made up of the following organs;

  1. The Authority of Heads of State and government. It is the supreme-policy making organ of COMESA. The authority meets once a year, but may hold an extra-ordinary meeting on request of any member of the authority.
  2. The Council of Ministers. It comprises the designated ministers from member

states. It meets once a year. It manages the affairs of the community. It monitors

and ensures the proper functioning and development of COMESA.

  1. The Court of Justice. It ensures proper interpretation and application of the

provisions of the treaty. it was established for settling disputes arising from the

community. E.g between Kenya and Egypt over export of cement in 2004

  1. The committee of Governors of Central Banks. Governors of banks of member

states form a committee to manage COMESA clearing house and ensure

implementation of the monetary and financial co -operation programmes.

  1. The Inter-Governmental Committee. A committee of permanent secretaries from

member states which develops and manages programmes and action plans in all

areas of cooperation except in the financial sector.

  1. The Secretariat. Based in Lusaka, Zambia, it provides technical support and advisory services to the member states and coordinates the activities of COMESA. The current secretary general is Erastus Mwencha since 1997
  2. The Technical Committees. E.g the Committee on natural resources and

Environment, the Committee on Agricultural Matters, the Committee on Trade,

Customs and Immigrations Matters, the Committee on Transport and

Communication, the Committee on Labour, Culture and Social Affairs.

  1. The consultative committee. This comprises the business community and other

stakeholders. It provides a link between the business community and other COMESA stakeholders, monitors implementation of the necessary provisions of the treaty, consults and receives reports from other interested groups and  Participates in the technical committees and makes recommendation.

  1. Specialized independent institutions. The Eastern and Southern African Trade and Development Bank (PTA Bank) based in Nairobi, Kenya, the PTA reinsurance

company, Nairobi, Kenya, The COMESA clearing house, Harare, Zimbabwe, COMESA association of Commercial Banks, Harare, Zimbabwe, COMESA leather institute, Addis Ababa, Ethiopia.

Achievements of COMESA.

  1. a) It provides its members a wide, harmonized and more competitive market for

internal and external trading.

  1. b) It provides member states with a rational way of exploiting natural resources for their welfare.
  2. c) COMESA has established harmonized monetary, banking and financial policies in the region.
  3. d) It has improved the administration of transport and communicat ion to ease

movement of goods, services and people.

  1. e) It has ensured cooperation in the promotion of peace, security and stability among member states in order to enhance economic development in the region.
  2. f) COMESA has strengthened relations between the Common Market and the rest of the world while ensuring that the members adopt a common position in

international fora.

  1. g) Through the Authority of Heads of State and Government, COMESA directs and controls the affairs of the common market.
  2. h) Customs cooperation has been achieved through a unified computerized customs

network that operates across the region. The harmonization of macro-economic

and monetary policies throughout the region has been achieved.

  1. i) It has provided room for greater industrial productivity and competitiveness due to its large market.
  2. j) It has encouraged member states to practice good governance, accountability and

respect for human rights. Burundi and Rwanda were subjected to these demands

before they were admitted to COMESA.

  1. k) It has contributed to employment of many people in the region.
  2. l) COMESA has promoted increased agricultural production and exploitation of natural resources.
  3. m) The organization has ensured a more efficient and reliable transport and

communication infrastructure.

Challenges that face COMESA in its operations.

  1. a) Membership to other bodies. Members of COMESA are also members of EAC and SADC. This leads to divided loyalty.
  2. b) Personality differences. For example, presidents Museveni of Uganda and El Bashir of Sudan were involved in disagreements in 2004 over rebel activities.
  3. c) Boundary conflicts. This has been witnessed between Ethiopia and Eritrea.
  4. d) Civil wars. Wars have been witnessed in DRC, Uganda, Sudan, Rwanda and Burundi.

Such inevitable wars undermine the operations of the common markets.

  1. e) Constant quarrels among member states over trading rights. For example Kenya and Egypt quarreled over duty-free cement dumped in Kenya by Egypt, on which Kenya wanted to charge duty.
  2. f) Poor transport between member states. This hampers movement of goods in the

region.

  1. g) Pulling out of Tanzania and Namibia. The two founder members have opted for

the South African Development Cooperation (SADC). This has undermined COMESA.

  1. h) Some members undermine their neighbours. For example Uganda and Rwanda have been accused of participating in the civil wars in the DRC.

Reasons why Africa has been unable to achieve full economic integration.

  1. a) The problem of poor transport and communication has impeded flow of trade. This has affected all previous and existing economic groupings.
  2. b) There is uneven distribution of resources in Africa. Some countries are endowed

with strategic natural resources like oil and fertile soils while others are

impoverished with no resources. This hinders integration.

  1. c) All member states of economic co-operations suffer from budgetary deficit and

balance of payment problems. They therefore lack adequate foreign exchange

required for international trade.

  1. d) There is constant political interference by unenlightened leaders
  2. e) There has been rivalry among member states of trading co-operations.
  3. f) Africa has had a poor share from world trade as prices on world market are dictated by industrialized countries.
  4. g) The advent of multi-partism after the end of the cold war and the subsequent

introduction of Structural Adjustment Programmes has crippled the performance of

economic integration in Africa.

  1. h) Inability of member states to interfere in the internal affairs of other states even

where there is need.

  1. i) Failure by member states to contribute fully to the organizations.
  2. j) The colonial legacy. Many member states still depend heavily on the West for

manufactured goods, machinery, technology, donations and ideas.

NATIONAL PHILOSPHIES (KENYA)

AFRICAN SOCIALISM

Meaning and origin of African Socialism.

The Sessional paper No.10 of 1965 defines African socialism as an African political, economic system that is positively African, and capable of incorporating useful and compatible techniques from whatever source.

African socialism was born out of the desire by our leaders to create a new society,

different from the colonial society and which embraced equity devoid of racism,

oppression and other social injustices.

Main features that characterized African socialism in Kenya.

  1. a) Political Democracy where all people are politically free and equal
  2. b) Various forms of ownership of wealth. E.g. free enterprise allowing private ownership of property, nationalization policy for key industries, partnership with private sector
  3. c) Mutual social responsibility. That the spirit of service and not greed for personal gain motivate Kenyans.
  4. d) A range of control to ensure that property is used in mutual interests of society and its members.
  5. e) Progressive taxation to ensure an equitable distribution of wealth and income.
  6. f) Diffusion of ownership to avoid concentration of economic power on a few people in the society.

Achievements of African socialism as a National Philosophy.

  1. a) It has led to promotion of democratic process in governance. Multi-partism has been established in Kenya due to African socialism policies. Kenya has also witnessed the growth of the civil society.
  2. b) Since the philosophy is built on African traditions, it has promoted African cultures Kenya pursued African values consistent with her traditions.
  3. c) The philosophy has promoted national unity and coexistence among Kenyan

communities.

  1. d) There has been a greater effort to achieve fairness and justice through progressive taxation and a range of other controls. The government has tried to achieve fair distribution of resources through the activities of the District Focus for Rural Development.
  2. e) The philosophy led to establishment of cooperative societies in Kenya. This has

promoted social and economic development in Kenya.

  1. f) African socialism has promoted agricultural development through the land tenure

system that was undertaken to ensure settlement of the landless in settlement

schemes like Bura.

  1. g) Social development in education and health has been achieved. Discrimination in schools, hospitals and residential areas stopped. Uniform systems were adopted.
  2. h) The philosophy gave Africans the right to participate in their economy. This was

through the policy of Africanization in which industrial enterprises hitherto owned

by Asians and Europeans, changed ownership.

  1. i) African socialism has encouraged rapid development in Kenya. The policy of mutual social responsibility through self-help promotes a sense of patriotism and service to the nation as Kenyans work together to build the nation.

Problems that faced African socialism.

  1. a) Progressive taxation has put an additional burden of taxation on the poor thus

discouraging development.

  1. b) Political interference in public projects and wrangles among leaders retards

development.

  1. c) The spirit of unity and co-operation and self-help has been discouraged by

misappropriation of funds.

  1. d) Corruption leads to negative attitude from people towards contributing to national development.

HARAMBEE PHILOSOPHY

Meaning and origin of Harambee philosophy.

Harambee is a Kiswahili slogan, which means pulling together or working together. It was a development strategy in which, people supplemented government efforts

through voluntary contribution.Mzee Jomo Kenyatta made it a national Motto in 1963 when he aptly advanced it as unity in all causes of national integrity and human progress.

The Harambee spirit embodies ideals of assistance, joint effort, mutual social

responsibility and community self-reliance.

Harambee projects are categorized as;

  1. Social Projects. Educational institutions and facilities, medical centres,

recreational facilities and religious institutions.

  1. Economic projects. Construction of rural access roads, bridges and culverts,

agricultural and livestock activities.

Principles that guide the Harambee spirit.

  1. a) It is a development strategy that is aimed at mobilizing the people at local level to participate in their development
  2. b) Participation is guided by the principles of collective good as opposed to individual gain. Harambee efforts should be directed towards community projects rather than individual projects.
  3. c) The choice of project is supposed to be guided by the felt needs of the majority.

Participants should be involved in decision making.

  1. d) In the implementation of projects, there should be maximum utilization of the local resources such as labour, materials and money.

Contribution of Harambee movement to the development of Kenya.

  1. a) Harambee movement has led to development of education in Kenya through

Harambee fundraising to construct schools and colleges.

  1. b) Funds have been collected through Harambee to improve infrastructural facilities such as roads, rural electrification and provision of water.
  2. c) Collective participation in development programmes by people from different

groups has promoted national unity.

  1. d) It has helped inculcate hard work in the people of Kenya. This has in turn

encouraged various ethnic groups to develop their respective areas.

  1. e) Harambee projects especially in rural areas have attracted foreign donors especially the NGO’S
  2. f) Has led to re-distribution of resources as people with more funds have participated in the development projects in the less developed areas.
  3. g) Funds have been raised through Harambee to help the less fortunate members of

the society. For example, President Moi 8th April 1989 held a Mammoth Rally where KSH 70Million was raised to help the disabled.

  1. h) Harambee movement has promoted agricultural development e.g., through

construction of cattle dips and purchase of farms through Harambee.

  1. i) Funds raised through Harambee have been used to purchase buses and Matatus to provide transport.

Ways in which the Harambee philosophy has promoted the development of education in Kenya.

  1. a) Many education institutions have been constructed using funds raised through

Harambee effort. Thus enabling many children to attend school.

  1. b) Many students have been assisted to pay school fees/thus it enables the needy to go on learning.
  2. c) Physical facilities have been constructed/improved through Harambee. This enables learning in a conducive environment.
  3. d) Teaching/learning materials have been purchased/ donated to schools to improve

the quality of education.

  1. e) Additional staff/workers in schools have been paid through Harambee contributions by the parents to offset inadequacy.
  2. f) Through Harambee spirit, well-wishers, thus helping the learners to exploit their

talents, have supported co-curricular activities.

  1. g) Scholl furniture has been bought through Harambee effort thus making learning

/teaching comfortable.

  1. h) Parents have contributed funds to supplement the government’s school feeding

programmes thus improving enrolment.

problems that face Harambee movement in Kenya.

  1. a) Misuse of Harambee funds/diverting its use and lack of commitment by leaders.
  2. b) It puts an additional burden of taxation on the poor.
  3. c) Embezzlement of public funds.
  4. d) Political interference and wrangles among leaders.
  5. e) The spirit of unity and co-operation and self-help may be killed by misappropriation of funds.
  6. f) Poor co-ordination and supervision of Harambee projects.
  7. g) Use of force or extortion of Harambee funds from the people/dictatorial tendencies.
  8. h) Corruption and negative attitude from people.
  9. i) Use of Harambee for political gains.

NYAYOISM.

Meaning and origin of Nyayoism.

Nyayoism originally meant footsteps i.e. following the footsteps of Mzee Jomo Kenyatta.

This was a phrase coined by the former president of Kenya Daniel Arap Moi, in reference to his Endeavour to follow the foot steps of his predecessor.Today, Nyayoism means peace, love and unity that form the pillars of the development philosophy.It stresses the concept of being mindful of other people’s welfare.It is closely related to the principal of mutual  social responsibility as embodied in African socialism.

 

Sources of Nyayoism.

1)  Sessional Paper No. 10 of 1965 that articulated African socialism, which is based on collective responsibility and on being mindful of other people’s welfare.

2)  The Biblical teaching of the Ten Commandments, summarized as Love for God,

fellow man and oneself.

3)  Moi’s long political career inspired him to develop the philosophy when he realized that national building required love.

Pillars of Nyayoism

1)  Peace: – the state of being free from war and disorder. Peace is the beginning of

sustainable and cumulative progress. Peace promotes development. According to

Nyayoism, peace discourages political stability.

2)  Love: – Love brings about trust and readiness to cooperate by working together tofoster national development. Lack of love disturbs peace, creates disorder and

destroys progress. Love encourages the African culture of sharing through the

extended family (communalism).

3)  Unity: – the state of being one, being in harmony or in agreement in objectives and feelings. The diversity of Kenya’s culture, religion, races and language requires that there must be unity for nation-building.

Role played by Nyayoism in national development.

  1. a) The philosophy formed the basis for solving national development problems. The philosophy perpetuated the Harambee spirit.
  2. b) The philosophy helped in unifying different communities. The philosophy enhanced cooperation and unity of all.
  3. c) Nyayoism was used as the rallying spirit for the collective contribution and approach to national development.
  4. d) Nyayoism discouraged societal evils since it preached love, unity and peace.

Corruption was discouraged through the philosophy.

  1. e) It discouraged all forms of discrimination based on religion, tribe, race, and social status.
  2. f) The philosophy created respect for public property and functions.
  3. g) It enabled the creation of a welfare state since everyone became mindful of others welfare.
  4. h) It created a sense of nationalism and patriotism necessary for national development.

Impact of National Philosophies

Social Impact of National Philosophies.

  1. a) Education has been promoted through philosophies like the Harambee that have

assisted in construction of schools, laboratories and libraries.

  1. b) Medical services have been improved
  2. c) Cooperation, understanding and unity have been encouraged since the philosophies emphasized togetherness for nation-building.
  3. d) The philosophies have promoted the spiritual and social welfare of people by raising their living standards. African socialism encourages people to assist others are share with others.
  4. e) Through the Harambee spirit, the plight of persons with disabilities and other

disadvantaged groups has been looked into.

  1. f) The philosophies have promoted African cultures, since they are drawn from African traditions.

Economic impacts.

  1. a) Self-reliance and The Africanization process through which the people of Kenya were able to take over from foreigners was made possible by the philosophies.
  2. b) Due to the policy of pooling together resources and the spirit of cooperation derived from African socialism, cooperative societies have been formed in agriculture and other sectors, thus contributing to the country’s development.
  3. c) Transport and communication has been improved through African socialism and

Harambee spirit. Rural access roads have been constructed; Nyayo buses were

bought though the scheme failed due to mismanagement.

  1. d) The agricultural sector has been boosted by the philosophies. Kenyans are

encouraged to work hard to increase food production.

  1. e) The pillars of Nyayoism have created a conducive atmosphere for growth of tourism and foreign investment in the country.

Political impacts.

  1. a) The philosophies have promoted nationalism and patriotism in the country.
  2. b) African socialism has encouraged the democratization process as it champions for political equality.
  3. c) It has promoted international cooperation and understanding

SOCIAL, ECONOMIC AND POLITICAL DEVELOPMENTS AND

CHALLENGES IN KENYA SINCE INDEPENDENCE  POLITICAL

DEVELOPMENT AND CHALLENGES

It must be noted that Kenya inherited a number of political problems from the colonial government. For example;

  1. a) Lack of African technocrats who could give political direction to the country.
  2. b) Suspicion and jealousy between different communities due to the divide-andrule tactic employed by the colonial administration for many years.
  3. c) An illiterate population, ignorant of its political obligations

Political developments in Kenya between 1963 and 1991

On 12th December 1963, Kenya became independent under KANU led by Jomo Kenyatta.In 1964, there was voluntary disbanding of KADU and APP making Kenya a de facto one party state. There was abolition of Federal Constitution in favour of a Unitary or Republican Constitution. The post of an executive president was created to replace the post of Prime Minister.In 1966, the Limuru conference presided over replacement of the Vice -President of KANU With seven Provincial Vice Presidents and one for Nairobi Area. On 14th April 1966, Oginga Odinga resigned from KANU and Government and formed Kenya People’s Union (KPU) where Bildad Kaggia, Achieng Oneko and Tom Odongo joined him.In 1966, the bicameral legislature (the senate and the House of Representatives) was disbanded. A single –chamber parliament was established.

In 1966, Joseph Murumbi was appointed the country’s vice-president to replace Oginga.

He resigned in 1967to pave way for Moi’s appointment.1969 witnessed the political assassination of the flamboyant Tom Mboya in the hands of one, Nahashon Njenga on 5th July on Nairobi’s Moi Avenue.1n 1969, KPU was banned following riots in Kisumu.

In 1975, Josiah Mwangi Kariuki. MP for Kinangop was found brutally murdered in Ngong Forest.In October 1975 martin Shikuku and the deputy speaker, Jean Marie Seroney, were arrested and detained for making claims in the house that KANU and parliament were dead. In 1976, Chelagat Mutai, MP for Eldoret North was arrested and jailed for 2½ years for inciting his constituents to violence. In 1977, George Anyona, MP for Kitutu was also arrested after he accused the government of corruption.In 1976, the change the constitution campaign was began by Kihika Kimani, Dr. Njoroge Mungai, Jackson Angaine, Paul Ngei and Njenga Karume with the objective of making sure that the then vice president, Daniel Arap Moi would not succeeded the president.On 22nd august 1978, Jomo Kenyatta died and Moi assumed presidency for 90 days and was finally elected as second president of Kenya.In July 1980, Moi banned all tribal organizations, the Kenya Civil Servants Union and the Nairobi University Staff Union.

In June 1982, after an attempt by Anyona to form a political party, section 2A was

introduced in the Kenyan constitution makin g it a de jure one party state.On 2nd august 982, Kenya experienced a coup d’etat by some air force servicemen. Charles Njonjo, the Constitutional Affairs Minister was accused of masterminding the coup.

In 1988, KANU introduced the infamous Queue voting method (mlolongo) that was open to abuse.In February 1990, Dr, Robert Ouko, minister of foreign affairs and international

cooperation was murdered.  The better part of 1991 witnessed a series of tribal clashes involving Kalenjin and Kikuyu, Kalenjin and Luhyia and Luos.

Kenya’s political developments from 1991 up to 2011.

In December 1991, a parliamentary act repealed the one-party system provisions of the constitution and effectively established a multiparty system. The first political party to be formed under the repealed act was Forum for the Restoration of Democracy (FORD)

In august 1992, one of the leaders of FORD Masind e Muliro died mysteriously.

The first multiparty elections were held in 1992 in December.KANU won against a disjointed opposition.In 1994, the official leader of the opposition and MP of Bondo, Jaramogi Oginga Odinga died.After 1997 elections, the Inter-Parliamentary Parties Group ((IPPG) passed the reforms that marked the genesis of the constitutional review process.In 2002, several opposition parties formed a coalition that overwhelmingly defeated KANU in the general elections.

In January 2003, the National Rainbow Coalition formed the new government with

Mwai Kibaki as the president.In august 2003, Wamalwa Kijana, the vice president of the coalition government died after a short illness. Mood Awori was appointed the next Vice president.In 2005, a new political movement, the Orange Democratic Movement (ODM) was formed as a campaign tool against the proposed new constitution. Raila Odinga was its leader.The general Elections of 2007 resulted in a political crisis that provoked an

unprecedented wave of political violence and killing across Kenya.On 28th February 2008 the former UN Secretary-General Kofi Annan succeeded in brokering a power sharing deal between the incumbent President, Mwai Kibaki, and the opposition leader, Raila Odinga thus bringing to end the political violence. On April 17, 2008, Raila Odinga, from Orange Democratic Movement, was sworn as Prime Minister of Kenya, after more than forty years of the abolition of office.On 28th august 2010 Kenya promulgated a new constitution thus making it the first independent African state to depart from the independence constitution.In 2011, the International Criminal Court seating at the Hague, begun criminal proceedings against Uhuru Kenyatta, William Ruto, former police Commissioner Hussein Ali, Henry Kosgei, the head of public service Francis Muthaura and a journalist Joshua Arap Sang over their involvement in the 2008 post-Election Violence.In June 2011, Dr. Willy Mutunga became the first Kenya’s Chief Justice and Nancy Makokha Barasa, his deputy under the new constitution.The Electoral Commission of Kenya (ECK) was also replaced with the Independent Elections and Boundaries Commission (IEBC). The constitutional changes in Kenya in the period between 1963 and 1991.The first meeting in Lancaster in 1960 resulted in an interim constitution that failed to grant any substantial autonomy to Kenya. The second Lancaster conference in 1962 negotiated a framework for self government. The third and final conference in 1963 resulted in the drafting and adoption of Kenya’s first independent Constitution by the British Parliament. The 1963 constitution marked the end of colonial rule and transformed the colony into a dominion.It established a parliamentary system with executive powers vested in a cabinet  headed by a Prime Minister.The Constitution was changed in 1964 and Kenya became a republic and the executive becamepresidential. The senate and regions were also abolished.In 1966, the voting majority to change the Constitution was lowered to two -thirds of the MPs. The term ‘region’ was replaced with ‘province.’In 1966, a constitutional amendment abolished the Bicameral Legislature and replaced it with a Unicameral Legislature, chosen directly by the electorate.On 28th April 1966, an amendment was passed to compel MPs who defected from sponsoring party, to resign from parliament and seek re-election.In May 1966, the Public Security Act was passed empowering the president to detain a citizen without trial on grounds of being a threat to state security.In 1968, the president was empowered to alter provincial and district boundaries.In 1968, the procedure for presidential elections and succession in the event of his death was laid down. The age qualification for presidential candidates was also lowered to 35 from 40 years.In 1974, an amendment of the constitution empowered the president to pardon any election offender at his own discretion. This was done to favour Paul Ngei. In 1975, Kiswahili was declared the national language of the national assembl y.In 1977, the Kenya court of appeal was established after the breakup of the East African Community. Voting age was lowered from 21 to 18. In 1979, both Kiswahili and English were declared languages of the national assembly.In 1982, Kenya became a de jure one party state. KANU became the only lawful party in Kenya.In 1987, the security of tenure of the Attorney General, Chief Secretary, The Comptroller and Auditor–General was removed. Office of chief secretary was abolished.In 1988, the security of tenure of Puisine Judges and Chairman of Public Service Commission was removed.A parliamentary act in December 1991 repealed the one-party system provisions of the constitution and effectively established a multiparty system. Multiparty elections were held the following year in December.

Steps towards realization of a new constitution in Kenya since 1997

  In 1997, Parliament passed the Constitution of Kenya Review Act that set the

pace for comprehensive constitutional reforms. The Constitution of Kenya

Review Commission (CKRC) was established to provide civic education, seek

public input and prepare a draft constitution).

  In 2005, after many years of struggle, the draft constitution was ultimately

rejected by Kenyans at the constitutional referendum because of  disagreements

amongst various stakeholders.

  28 February 2008The National Accord and Reconciliation Act (NARA) signed by President Kibaki and Prime Minister Raila Odinga put in place arrangement for a

new process to finalize the long awaited constitution of Kenya

  In 2008 the Constitution of Kenya Review Act 2008 was passed and a Committee of Experts (CoE) was established as the main technical constitutional review organ to drive the process. The CoE was chaired by Nzamba Kitonga, the deputy chair was Ms Atsango Chesoni, other members were Ms Njoki Ndung’u, Mr Otiende Amolo,Mr Abdirashid Hussein Mr Bobby Mkangi Professor Christina Murray (South Africa) Dr Chaloka Beyani (Zambia) and Dr Frederick Ssempebwav (Uganda.

  23 February 2009 Members of the CoE were appointed by the President were

later on sworn in

  On 17 November 2009 CoE released the draft to the public and invited views and comments on the draft constitution,

  By 23rd February 2010. CoE had submitted the final draft of constitution to the

Parliamentary Select Committee.

  On 4th august 2010 Kenya held a Constitutional Referendum where the new

constitution was overwhelmingly endorsed.

  On 28th august 2010, the new constitution was promulgated and became

operational making Kenya the first independent African state to depart from the

independence constitution.

MULTI-PARTY DEMOCRACY IN KENYA SINCE 1991.

Factors that led to the development of multi-party democracy in Kenya after 1991

  1. a) International pressure from multilateral and bilateral donors. The western donors

took advantage of the collapse of the Soviet Union to set the stringiest conditionalties for aid on the government, for democratic reforms.

  1. b) Disunity in KANU. There was pressure from individuals who had been expelled from KANU without political alternatives.
  2. c) Existence of people who were ready to push democratic agenda ahead. This

included the civil society, the lawyers and intellectuals. E.g the Law Society of Kenya led by Paul Muite and Gitobu Imanyara put pressure on the government for reforms.

  1. d) Success of multi-party in other African countries. In Zambia for example, Chiluba’s Movement for Multiparty Democracy defeated Kaunda’s United National

Independence Party.

  1. e) Pressure from the church. Several church leaders, among them Alexander Muge,

Bishop Henry Okullu and Rev. Timothy Njoya called upon the government to create an en environment in which Kenyans could participate in governance.

  1. f) Massive rigging of the elections. The most notorious of all was the 1988 general

elections, which were marred with widespread rigging.

  1. g) The developments in Eastern Europe. Due to Gorbachev’s liberal reforms, one party dictatorship in Eastern Europe was replaced by regimes that were more liberal.
  2. h) Rampant corruption in particular, embezzlement and misappropriation of public

funds and grabbing of public assets. Those who criticized were punished through

detention, arbitrary arrests and other forms of intimidation.

  1. i) Repeal of section 2A of the constitution in December 1991

Role played by political parties in government and national building in Kenya.

  1. a) The party that gunners majority of seats and votes forms the government either

alone or in coalition with other parties.

  1. b) Political parties influence government affairs and development through participation in legislation process.
  2. c) Political parties through the elected members of parliament decide on national

development policies and development projects.

  1. d) Political parties provide exemplary leadership founded on freedom , justice, fair play and African socialism.
  2. e) Opposition parties provide a system of scrutinizing government expenditure through public accounts committee and public investment committee.
  3. f) Opposition parties make the government more accountable to the people through

constant criticism.

  1. g) Opposition parties provide checks and balances to abuse and misuse of powers and privileges by those in the government.

 

Challenges of multi-party democracy in Kenya.

  1. a) Since many politicians and senior government officials were not ready for

Multipartism, they often incited their supporters to kick out opposition supporters

from certain regions. This has been common in the Rift Valley region.

  1. b) The executive arm and the ruling party have many a times misused the members of the civil service to frustrate the opposition. In case of flawed elections, the provincial administration has always been used in rigging.
  2. c) Many of the parties formed failed to attain a national outlook. They mainly were tribal based.
  3. d) The multi party democracy has been hampered with defection of greedy politicians who become preys to bribes. This has weakened some parties.
  4. e) The former KANU for a long time retained control of the government

machinery,,(the police force, the radio and television.) these were utilized for the

advantage of KANU for al long time.

  1. f) There has been a problem of lack of funding from the government. Most of the

political parties have been unable to sustain competition for political power due to

inadequate funds.

  1. g) Interference by the international community in the running of the country. Some

members of the diplomatic community openly side with certain political parties.

  1. h) Many political parties have been embroiled in wrangles. For example the Orange Democratic Movement has been bedevilled with a number of desertions due to wrangles between Ruto and his supporters and Raila Odinga. Ford Kenya has split into New Ford Kenya and Ford Kenya due to wrangles between Eugene Wamalwa and Moses Wetangula.

Identify the disadvantages of multiparty system.

  1. a) Multipartism tends to divide the people on tribal, regional and sectarian line.
  2. b) It tends to sharpen the struggle for personality and group dominance rather than

policy implementation.

  1. c) Multipartism is a foreign system, which does not conform to the aspirations of

independent Africa.

  1. d) It encourages the politics of destabilization.
  2. e) Political statements deadlocks on debates and tensions become too common.
  3. f) Decisions take too long to be made and implemented.
  4. g) Encourages use of violence in a state since opposition party members will be

regarded as traitors by the government. The government will be regarded as

oppressors by the opposition.

ECONOMIC DEVELOPMENTS AND CHALLENGES

Economic challenges that have faced Kenya since independence.

  1. a) Stagnation of investment in the first years of independence due to massive transfer of capita from the country by the white settlers. The government faced the

challenge of cultivating investor confidence.

  1. b) The problem of landlessness among many Africans whose arable land had been

alienated. There was an urgent need for redistribution.

  1. c) Serious economic disparity in the country with the former white highlands having adequate provision of water, electricity and roads while the rest lacked enough of the same.
  2. d) Overpopulation in urban areas as result of rural-urban migration, putting facilities under pressure and creating unemployment.
  3. e) Problem of control of economy by the Europeans prior to independence and after independence. E.g. farm ownership and key industries.
  4. f) Lack of qualified manpower to run the technical sectors of the economy.

These were issues that were addressed by session paper number 10 of 1965.

Types of landholding in Kenya.

Land tenure refers to the terms and conditions under which land is acquired, used or

transferred At independence the type of landholding in Kenya was mainly communal, where land belonged to the whole community. Access to land was open every member of a social group. Community elders, clan heads or kings were empowered to control and give advice on land use.Land alienation during the colonial period transformed land into a commodity th at could be disinherited from an individual. Such colonial land policies leading to alienation of African land resulted in the following;

  1. a) Widespread landlessness as Africans lost ancestral lands.
  2. b) Reduction in land available to Africans leading to land pressure as population

increased.

  1. c) Deterioration of the quality of land due to fragmentation.
  2. d) Overstocking because of limited land, leading to soil erosion.
  3. e) Displacement of pastoral and agricultural communities, leading to problems such as famine and livestock diseases.
  4. f) Disintegration of social and cultural institutions in the reserves due to ethnic

boundaries being fixed, thus separating African communities.

The Mau Mau wars which were a consequent of the bitterness arising from land

alienation resulted in a number of land reforms under the Swynnerton Plan of 1954. The plan put in place a programmee for land consolidation, adjudication and registration.

This was whet the Kenya government inherited at independence.

Land Adjudication: – verification of individual or group rights to land within a given area.

Land consolidation: – merging of fragmented land into single economic units.

Land registration: – recording of rights to land and the consequent issuance of a title

deed.The post-colonial land holding system in Kenya.The land tenure system in Kenya after independence was categorized as private or modern, communal or customary, public or state and open accessPrivate land; comprised of 6% of the total land areaGovernment-owned; former crown land, comprised 20% of the land area. It included the national parks, government or public forests, alienated (land acquired from customary land owners by government for own use or private development) and  unlalienated land

(land that has not been leased or allocated by the  government).Trust land comprised 64% of the total land area as at 1990. This comprised the former native areas and was awaiting small holder registration to transform it into private tenure system.Land ownership in Kenya has been a source of bitter conflict as manifested in the post election violence after the 2007 elections. The historical injustices in Kenya have always been related to land.

In 2010, land ownership in Kenya was classified as follows under the new constitution.

  1. a) Public land
  2. b) Community land
  3. c) Private land
  4. a) Public land

Public land is the land held by the central or local government.

It consists of;

~  Land not set aside for any purpose (unlalienated land).

~  Land set aside for public utility use or land that is occupied by the State organ

as lessee.

~  land transferred to the State by way of sale, reversion or surrender;

~  Land to which no individual or community ownership is traceable.

~  Land which no heir can be identified.

~  All minerals and mineral ores.

~  government forests, game reserves, water catchment areas, national parks,

government animal sanctuaries, and specially protected areas;

~  All roads and thoroughfares.

~  All rivers, lakes and other water bodies.

~  The territorial sea, the exclusive economic zone and the sea bed.

~  The continental shelf.

~  All land between the high and low water marks.

~  Any other land declared to be public land by an Act of Parliament.

Community land

Community land is land which is implied as owned by a group of people on the basis of customary norms, not through formal registration.

It consists of:

~  Land registered in the name of group representatives.

~  Land transferred to a specific community through a legal process.

~  Any other land declared to be community land by an Act of Parliament.

~  land that is held, managed or used by specific communities as community

forests, grazing areas or shrines;

~  Ancestral lands and lands traditionally occupied by hunter gatherer

communities;

~  Land held as trust land by the county governments, but not including any

public land held in trust by the county government.

Private land

Private land is land (and houses and buildings) held under registered entitlement

(freehold or leasehold).

It consists of:

~  Registered land held by any person under freehold tenure.

~  Land held by any person under leasehold tenure.

~  Any other land declared private land under an Act of Parliament.

Note:

~  Landholding by non-citizens is allowed only through lease for a period not

exceeding ninety-nine years.

~   A corporate body, for the purpose of land ownership can only be recognized as a

citizen if it is wholly owned by one or more citizens.

~  Property held in trust will only be recognized as being held by a citizen if all the

beneficial interest of the trust is held by the persons who are citizens.

Land policies since independence.

Two type of programme that characterized land reforms exercise that commenced in 1963 in Kenya were;

1)  Transfer of land from European large scale farmers to Africans.

2)  Land consolidation and registration in which the government purchased several

farms from the Europeans and sub-divided them among African holders.

In the former European farms, the government established settlement schemes as

follows;

1)  The Million Acre Scheme which was began in 1963 and involved settling African

families on 13.5 hectares each.

2)  The Harambee Scheme started in 1969, involved settling families on 16.25 hectares each.

3)  The Haraka Scheme where squatters were settled in small plots of land in Central, Coast, Eastern and Rift Valley Provinces.

4)  Shirika Scheme started in 1971 to settle the landless and unemployed on the former European lands. Under this scheme, the individual farmers would own a small plot each while the rest of the farm would be managed by a cooperative. This scheme did not succeed since people wished to have their own pieces of land.However, these schemes failed to adequately solve the problems of landlessness in the country. A few politically-connected people acquired large tracts of land, most of which remained underutilized. Some of the schemes are located in areas of harsh climatic conditions and are unviable without irrigation.Several commissions have addressed land issues in Kenya. For example, in 2001, President Moi appointed the Njonjo Commission to investigate the main problems of land ownership and distribution in Kenya. In 2003,  the NARC government set up the Ndung’u Commission on land. Its Recommendations are yet to be implemented.By 1983, 29 districts in Kenya had benefitted from Land adjudication and registration, a process which began in the 1950s in Central Kenya then spread to other parts of the country after 1963.

Benefits of the land reforms in Kenya.

  1. a) Farmers could use their land title deeds to get loans from banks in order to expand farming on their land.
  2. b) Land titles enabled people to purchase land with confidence. No one would alienate them from their land.
  3. c) The reforms enabled thousands of landless people to own land.
  4. d) Dairy and cash crop production increased.

Land ownership by non-citizens.

A non-citizen can only own land in the country on the basis of leasehold tenure not

exceeding 99 years.

Principles that govern utilization of land in Kenya.

  1. a) Equitable access to land. All members of the society must have equal access to land since it is an important resource.
  2. b) Transparent and cost effective administration of land. State institutions should be given powers and responsibilities of ensuring transparent and accountable

administration of land.

  1. c) Elimination of gender discrimination. in line with protection of human rights, for all,

discrimination against women on issues of land ownership and access to land need

be eliminated.

  1. d) Sustainable and productive management of land resources. Since land is an

economic resource, it should be managed well to ensure maximum productivity.

  1. e) Sound conservation and protection of ecologically sensitive areas. Conservation

measures like prohibiting settlement and agricultural activities in water catchment

areas and zoning of forest lands to protect them from further degradation.

  1. f) Encouragement of communities to settle land disputes. This should happen as long as they are consistent with the constitution.

Ways in which the Kenya government has solved land related problems since

independence.

  1. a) The problems related to Communal Land ownership have been solved through land demarcation and adjudication by the government. This saw the conversion from traditional system of land ownership to modern freeload tenure.
  2. b) Landlessness was solved through creation of resettlement schemes. Large-scale

farms and former European farms were divided into smaller ones and given  to the

landless. E.g Mwea Tebere, Bura, Shirika etc.

  1. c) The government has put marginal lands to more productive use through

establishment of irrigation schemes and drainage schemes.

  1. d) The government removed restriction of movements from the reserves that were

created by the colonial government. This decongested the reserves and gave chance

to arable farming.

  1. e) At independence, the t government embarked on land consolidation policy through which scattered plots were put into one holding.
  2. f) The government also embarked on land reclamation measure to bring previously

unused land to productive use.

  1. g) The Government has established the National Land Commission which manages

public land

The National Land Commission.

Functions of the National Land Commission.

  1. a) It manages public land on behalf of the national and county governments.
  2. b) It advises the national government on a comprehensive programme for land

registration throughout the country.

  1. c) It investigates present and past historical injustices, as a result of a complaint or

on its on initiative, and recommends appropriate action.

  1. d) It has a duty to encourage the use of traditional methods of dispute resolution in

land conflicts.

  1. e) It recommends the national land policy to the national government.
  2. f) It assesses tax on land and premiums on immovable property in any area

designated by law.

  1. g) It monitors land use planning throughout the country.

Development in agriculture since independence.

After independence, the government encouraged small scale farming of coffee and tea as opposed to large scale farming that existed during the colonial period.

The Agricultural development corporation (ADC) was set up to manage large scale farms that were established by the government in western, Rift Valley and Coast provinces.

Such farms specialize in production of seeds to be used by farmers for planting. They also specialize in production of high quality dairy and beef cattle in Kenya.The government also established the Kenya Agricultural Research Institute (KARI) in Muguga near Kikuyu to assist in identifying good crop breeds for different types of soils.

Irrigation Schemes were expanded in the marginal areas. For example. Mea (central), Bura (coast), Ahero (Nyanza) and Perkerra (central).The government created development authorities to effectively manage water catchment areas. For example, TARDA, KVDA and LBDA.

Challenges facing Kenya’s agricultural sector.

  1. a) The 1984 drought and famine in various parts of the country occasioning supply of relief food to the affected regions.
  2. b) Rapid increase in population which is not at pace with the rate of increase in

agricultural production.

  1. c) From the late 1970s, the world market prices of agricultural commodities fell

drastically yet the inputs remained expensive.

  1. d) Corruption and mismanagement of the cooperatives leading to meager earnings for key cash crops in Kenya.
  2. e) Grabbing of research land by corrupt government officials has affected the

operations of the research institutes.

  1. f) The problem of poor infrastructure in the country sometimes discourages farmers

especially during the rainy season.

  1. g) Ethnic clashes in Molo in 1991-1992, Likoni in 1997 and Mahi Mahiu in 2005 plus the post election violence in 2008 discouraged farmers from intense farming due to insecurity.
  2. h) Poor technology hassled to low yields. People in Kenya still rely on natural rains for agriculture instead of using irrigation. Others use primitive traditional tools in

cultivation.

  1. i) The problem of pests that destroy the farm yields before reaching the factory.
  2. j) Competition from COMESA member states and from the more industrialized powers such as the European Union and USA often frustrate Kenyan farmers.

Industrial developments in Kenya since independence.

Kenya’s industrial sector was shaped by the long period of colonization. At

independence, industry was characterized by dominance of foreign capital and

dominance of the agricultural sector.

Factors that facilitated industrial development in Kenya since the colonial era.

  1. a) The existence of raw materials, such as trona (soda ash) at lake Magadi, fluorspar at Kerio Valley and lime in several parts of the country.
  2. b) Existence of fish resource from numerous water bodies has promoted the fishprocessing industry.
  3. c) Existence of expansive forests which provide timber needed in the furniture

industry.

  1. d) The rich scenary, e.g Mt. Kenya, Mt. Elgon, the Aberdares and rich wildlife have promoted the tourism industry.
  2. e) Kenya’s rivers have enough water for production of HEP.
  3. f) Increase in population since the colonial period ensured supply of labour and the

market required for industries to flourish.

  1. g) The transport and communication infrastructure have provided the necessary link

between the material producing zones , industries and markets..

  1. h) Existence of rich agricultural lands producing raw materials such as coffee, tea,

sugarcane, sisal and fruits

Measures taken by the Kenyan government to promote industrial development since

independence.

  1. a) The government engaged on decentralization programmes to spur development

in new areas. Industries were established in rural areas.

  1. b) The government has embarked on the programmes of funding new markets for

industrial products.

  1. c) Infrastructure was improved through establishment of more roads, railways and

improvement of water transport, to-transport raw materials labour and goods.

  1. d) Power concerns were addressed through construction of the Seven Forks Dam to

supplement power from neighboring Uganda.

  1. e) Favourable government policies have been put in place to attract investors.
  2. f) The government has put in place measures to reduce imports in order to protect

local infant industries. E.g discriminative tariffs were introduced.

  1. g) The government encouraged and assisted in giving capital for industrial

development through development of the co-operative movement, funding through

Industrial and Commercial Development Corporation(ICDC) , the Development

Finance Company of Kenya.(DFCK) and the Industrial Development Bank.

  1. h) The government has ensured political stability in the country, which is an

important factor in industrial development.

Factors that have hindered industrial development in Kenya.

  1. a) The problem  of  multi  nationals  whose  interests  do  not  favour  Kenya’s

Multi-national co-operation repatriate capital to their own home countries

  1. b) There is shortage  of  strategic raw materials  g. petroleum, diamond. Cotton for textile industries. Many industrial companies use imported raw materials.
  2. c) Foreigners, who pass policies not friendly to the country, hold managerial positions in industries.
  3. d) Mismanagement of major industries and lack of transparency I parastatals.
  4. e) Over concentration of industries in few areas leading to negligence of other areas.

It also has led to related problems of industrial concentration like the social ills.

  1. f) Competition from the industrialized nations who dominate the market and produce high quality goods.
  2. g) Poverty limits industrialization. A poor population means a small domestic market thus hindering industrial development.
  3. h) Products are produced with low technology hence small quantities.

Further reading on industrial development should be done with reference to evolving world book 4 pages 162-164

Social Development and challenges since independence.

Education.

To solve the problems inherited at independence in the education sector (poor quality education and poor facilities available the Kenya children), the government undertook the following measures;

  1. a) Constitutional amendments  were  made  in  1975  to  give  Kiswahili  a  respectable position in the country.
  2. b) Several educational Commissions were set up to streamline education.
  3. c) The Harambee strategy was employed to expand educational facilities.

Education Commissions.

  1. a) The Kenya Education Commission (1964) (The Ominde commission) that

recommended overhaul of curriculum to make it relevant.

  1. b) The National Committee on Education Objectives and policies- Gachathi commission(1976) that looked into he possibility of setting up a second university.
  2. c) Presidential Working Party on the Second University- The Mackey commission

(1982) that established the 8-4-4 system and proposed emphasis of vocational

subjects such as art and craft, music, agriculture and Home science.

  1. d) The Kamunge commission (1988) which recommended cost-sharing in education
  2. e) The Koech commission (1999) which recommended reintroduction of A-level

system in form of Totally Integrated Quality Edu cation and Training.

Main developments in education in Kenya since independence.

In 1975, Kiswahili was made the official languages of parliament and learning in schools.

The ministry of education established structures right from the district level to national level to help in fulfilling the national objectives of education.Several education commissions were set up to streamline education. The harambee strategy was employed to expand education facilities. Many schools were built.In 1980, the government took over the responsibility of providing pre-primary education.In the 1990s, the government in collaboration with UNICEF launched a programme to promote early childhood education.By 1998, the total number of students in the various universities was over 40,000.In 1969, the ministry of education took over the administration of primary education from local government, this witnessed increased enrolment.In 1978, the government introduced the school milk programme to encourage children especially in drought prone areas to go to school.The programme stalled in 1990 but had achieved higher enrolment in schools.The Ministry of education launched school feeding programme, targeting dry areas.In 2002, the NARC government introduced the ‘Free Primary Education ’ policy.Further reading be done from evolving world on Elementary education and Tertiary education in Kenya.

Health.

Measures taken to improve the health sector in postcolonial Kenya.

  1. a) The ministry of health was created to oversee health matters.
  2. b) Expansion of health facilities through harambee and donor funds e.g. Nyanza

Provincial hospital (Russian Hospital)

  1. c) Many health training institutions were started e.g. Medical training colleges
  2. d) Improvement in hygiene through provision of piped water.
  3. e) Establishment of several research institutions on human diseases e.g. KEMRI
  4. f) Provision of more basic education in order to uplift hygiene standards in the society.
  5. g) Provision of free anti-retroviral and anti-malaria drugs.

Major challenges facing the Health sector in Kenya.

  1. a) Increase in population has posed major challenges to the government in the

provision of healthcare services to its citizens. There has been a challenge of

inadequate doctors and medical facilities.

  1. b) The cost- sharing policy introduced in the 1980s to help buy medicine and other

equipment has prevented the poor from going to the hospitals.

  1. c) The spread of HIV and AIDS and other diseases such as Diabetes and Heart diseases has worsened the situation.
  2. d) Cultural practices like Female mutilation have made provision of medical services more challenging.
  3. e) Pollution of the environment has increased allergy-related ailments, many of which have no cure.
  4. f) Poverty and malnutrition render many people vulnerable to diseases.
  5. g) Illegal abortion and early pregnancies endanger the lives of mothers.
  6. h) High rate of accidents and injuries , especially on roads.

ways through which the government has encouraged the preservation of African culture since independence.

  1. a) Creation of the ministry of culture and social services. The ministry promotes

cultural and social values.

  1. b) The syllabus has been tailored to include cultural studies.
  2. c) Inclusion of music as a subject in the national curriculum.
  3. d) The government has encouraged music/drama festivals on an annual basis as way of promoting cultural exchange.
  4. e) The government has encouraged intermarriage between different ethnic groups.
  5. f) The government has developed cultural heritage centre at the Bomas of Kenya,

National Archives and Museums.

  1. g) Schools have been encouraged to admit people from different communities.
  2. h) Allowing the media houses to play traditional music/dance..

Students  Read on sports, literature, theatre, music and dance from evolving world page 174.

SOCIAL, ECONOMIC AND POLITICAL DEVELOPMENT AND CHALLENGES IN

AFRICA SINCE INDEPENDENCE.

THE DEMOCRATIC REPUBLIC OF CONGO.

Political developments in Democratic Republic of Congo since independence

The Belgians relinquished their political dominion of Congo by granting them autonomy on 30th June 1960. Patrice Lumumba (Prime Minister) of Congolese National Movement Party and Joseph Kasavubu of Abako Party (Head of State) formed a fragile coalition government. The two leaders differed ideologically.The period between 1960 and 196 witnessed power struggle between Kasavubu and Lumumba on one side and Secessionist Moise Tsombe of Katanga and Albert Kalonji of Kasai on the other side. In 1961, Patrice Lumumba was assassinated. This led to withdrawal of his supporters from government.

In 1961, the UN Secretary General Dag Hammarskjöld perished in a plane crash in the Congo while attempting to bring a peaceful political solution to the Congo crisis.In 1964, a new constitution was formulated as a way of solving the political problems that plagued Zaire soon after independence. Zaire became a federal state with a federal president and separate assemblies for each state.On 23rd November 1965, Joseph Desire Mobutu organized a bloodless military coup, which removed the civilian government of president Kasavubu and Prime Minister Sylvester Kimba.In November 1965, Mobutu took over power after a bloodless coup.In the same year, , Mobutu banned all political parties. He suspended the constitution and parliament. He abolished the federal system and local assemblies and reduced the number of provinces to eight.In 1967, He formed the Peoples’ Revolution Movement (MPR), which became theonly legal party in Congo. He in effect-replaced democracy with one-party dictatorship leaned to the west during the cold war.1n 1970, Mobutu declared himself the life president of Congo, after winning the

presidential election.In 1971, he outlawed the use of European names for people, places and physical features as a way of removing colonial legacy. The country was renamed Zaire. His own name changed to Mobutu Sese Seko. Leopoldville was renamed Kinshasa.In 1973, Mobutu announced the nationalization of all foreign enterprises.

In 1977-1978, the Shaba Rebellion broke out mainly after an attack by the Congolese National Liberation Front from their base in Angola. The Belgian troops were called to silence the rebels.In 1990 and 1991, multiparty activists stepped up pressure for change. In September 1991, dissatisfied soldiers and civilians held demonstrations, which led to death of 117 people. In 1997, Laurent Kabila successfully ousted Mobutu, assisted by Rwanda and Uganda. Mobutu fled to exile in Morocco where he died.

In January 2001, Laurent Kabila was assassinated in mysterious circumstances. His son took over power.In April 2002, through a power–sharing agreement presided over by Thabo Mbeki and a UN envoy, Mustapha Niasse, a government of national unity was formed.

Economic developments in DRC since independence.

The political chaos inn DRC up to 1965 did not favour any economic progress. During the reign of the Belgians in Congo, no viable economic development was initiated. Little development was done in infrastructure in order to facilitate transportation of raw materials to the ports of Matadi etc.At independence, the country was faced with the problems of shortage of manpower, skills and entrepreneurship.When Mobutu took over, there was some slight economic progress. Transport and communication improved as more roads and railway were constructed to link major towns of Matadi, Kinshasa, Lubumbashi and Kisangani. Navigation on the river Congo was improved, which led go expansion of mining and agricultural sectors.Mining of diamonds resumed after the turbulent years and resulted in reduced inflation.Mobutu encouraged foreign investment in the mining sector.However, the fall of world copper prices in 1970s again began to derail the economic growth in DRC.In the 70s, the government nationalized foreign firms employed inexperienced people to control them.In 197, Mobutu enacted a law that placed state finances and expenditure under him, thus reducing the flow of capital to the provinces.In 1976, he encouraged mutual cooperation between private firms and the government in the extraction of minerals such as copper, oil, diamond, cobalt and manganese in a bid to create employment opportunities.He also emphasized on diversification of the economy which greatly boosted food production.The entertainment industry has also grown to become an invisible export through repatriation of profits back home by the foreign based musicians. Energy supply has been increased through the construction of the Luga hydro-electric power station.

Social developments and challenges in DRC since independence.

Between 1961 and 1965, there was little improvement in the field of health and

education in DRC due to constant power struggles and civil strife.When Mobutu took over in 1965, he strived to expand schools and universities. For example, by 1970, he had established three universities. He also improved on the provision of health facilities. He banned religious education in schools. In 1971, attempted to revive indigenous culture through the Authenticity programme that involved renaming places that had foreign names.In the 1970’s, in an effort to improve the welfare of citizens, a national insurance

programme was established. Mobutu also gave prominence to music as part of the Congolese curriculum.The independent government supported sporting activities through construction of stadium and other sporting facilities.However, living standards in Zaire continued to fall as health services, water and sanitation continued to be inadequate.

The steady rise in population was without a commensurate growth of social services.

In summary, the common challenges socially were illiteracy, extreme poverty, famine and diseases caused by civil strife, massive unemployment, refugee problem and religious persecutions by Mobutu.

Political challenges that the democratic republic of Congo has faced since

independence.

  1. a) There was general lack of preparedness of the people for independence. Foreigners controlled even the army and the police.
  2. b) The assassination of Patrice Lumumba in 1961, which plunged the country into the Congo crisis.
  3. c) Political instability/military coup d’état. In November 1965, Mobutu organized a

military coup. In 1997, Kabila ousted Mobutu

  1. d) Ethnic differences/tribal clashes/civil wars, which split the country into two parts at independence. One controlled by Lumumba and another controlled by Kasavubu.
  2. e) The problem of Secession. Secessionist movement of the Katanga region (Shaba) led by Tsombe and Kasai under Kilonji seceded.
  3. f) Foreign interference/intrigues. Belgium constantly interfered and intervened in

Zaire’s internal matters. France and Britain also began to interfere from 1977 during

the cold war period.

  1. g) Mutinies in the army were common.

Economic challenges that Democratic Republic Of Congo (D.R.C) faced in 1970’s.

  1. a) Corruption and mismanagement of the economy. Mobutu was the richest president in the world while Zairians became the poorest people in the world.
  2. b) Inflation due to power struggle and corruption. By 1980, the country’s currency was not worthy the paper on which it was printed.
  3. c) There was also a problem of heavy foreign debt. The country was unable to service her debts. By 1980, Zaire had become the world’s third biggest debtor nation.
  4. d) There was a standstill in the economic activities and disruption of railway transport due to civil wars in the country and neighbouring Angola.
  5. e) The period also witnessed fall in world copper prices and increase in oil prices
  6. f) Lack of a sound economic policy

TANZANIA.

Political developments in Tanzania since independence.At the time of independence, Tanzania comprised of two countries. I.e. Tanganyika and Zanzibar. Tanzania became independent in 1961 under Julius Nyerere while Zanzibar became independent in 1963 under the Sultan Seyyid Abdullah.In 1962, Tanzania became a one-party state with a republican constitution and an executive president. Tanganyika African National Union (TANU) became the sole political party.On 22ndApril 1964, Julius Nyerere and Sheikh Abeid Karume signed a union document. Nyerere became the executive head of state and government while Karume as the first vice-president.In 1967, president Nyerere adopted the ideology of African Socialism through the Arusha Declaration In 1972, the first Vice-president, Sheikh Abeid Karume, was assassinated. Aboud Jumbe succeeded him as Zanzibar’s president and the vice-president of Tanzania.In 1973, the capital of Tanzania was transferred from Dar-es-Salam to Dodoma.In 1967, the ruling party in the Mainland Tanganyika-TANU and Afro-Shirazi Party in Zanzibar merged to form Chama cha Mapinduzi (CCM). Nyerere became the party chairman.In 1978-1979, president Idi Amin invaded Tanzania to annex the Kagera Province, which he claimed, was a Ugandan territory. Nyerere swiftly repulsed Ugandan soldiers.In 1985, Nyerere retired as president and was replaced by Ali Hassan Mwinyi who had succeeded Jumbe as head of Zanzibar and Tanzania’s first vice president.In May 1992, Tanzania adopted multi-partism after the 8th constitutional Amendment Act.In 1995, Tanzania conducted the first multi-party election, where Benjamin Mkapa was elected president.

Social developments in Tanzania since independence.

The major highlight in the social development of an independent Tanzania was an

attempt to create a classless society with e reduced gap, between the rich and the poor.

Through the Ujamaa policy, president Nyerere tried to turn Tanzania into a country that had political and economic policies based on African traditions and aspirations.

Under the policy, communal farms were created.Primary education was made free in 1977 and became compulsory in 1978.At present, Tanzania boasts of the highest number of literate persons in eastern Africa.Upto late 1980s, government provided free health services, until the introduction of the Structural Adjustment Programmes by the Donor community.Kiswahili was adopted as a national language and a major medium of instruction in schools.

Economic developments in Tanzania since independence.

The main landmark in Tanzania’s economic the launch of Ujamaa as a development

policy in 1967 during the Arusha declaration..Ujamaa was meant to transform production in rural areas and to increase labour productivity and even allow specialization introduction.The government nationalized all the major means of production and essential services in order to empower people economically.The Tanzam railway was constructed with the help of china and was completed in 1975.In 1976, cooperative societies were abolished and replaced with centralized corporations owned by the government.The period between 1979 and 1985 witnessed economic stagnation in Tanzania as investors pulled out of the country.The collapse of the East African Community also affected the economy of the country.After 1985, Nyerere’s economic policies began to be challenged openly by scholars and economistsWhen president Mwinyi took over, he undertook to reform the economy of Tanzania.

Political challenges that Tanzania has faced since independence.

  1. a) There was an Army mutiny in Tanzania 1964, which threatened her political

stability.

  1. b) The socialism policy (The Arusha Declaration) received stiff opposition from many both internally and externally. People favoured capitalism.
  2. c) The assassination of Abeid Karume in 1972 and the resignation of Aboud Jumbe in 1984 appeared to threaten the unity of the two members of the Union Declaration.
  3. d) The invasion of Tanzania by Uganda in 1978.and the consequent war with Uganda was costly to the country. It also threatened her cooperation with neighbours.
  4. e) There was an escalation of corruption among leading members of Tanzania’s

political elite, including claims that President Hassan Mwinyi and his family

capitalized on liberalization to amass a lot of wealth.

  1. f) the re-introduction of multiparty democracy tended to awaken tribalism and

regionalism although this problem was contained.

Social problems, which Tanzania faced since independence.

  1. a) Famine and shortage of health services as the government adopted the Structural

Adjustment Policies of IMF.

  1. b) Poverty and a general drop in living standards as production dropped due to

socialism.

  1. c) Lack of social amenities, like clean water in rural areas.
  2. d) High illiteracy level.
  3. e) In Tanzania, industries closed after the Arusha declaration.
  4. f) Population explosion which outstripped the country’s resources
  5. g) Tanzania was under terrorist attacks in 1997 targeting the American

embassy.

  1. h) Environmental pollution.
  2. i) Over-crowding in urban areas.

Economic challenges.

  1. a) In the early years of independence, the proliferation of African enterprises led to the widening of the gap between the rich and the poor.
  2. b) Under the ujamaa policy, the forced villagization programme did not satisfy

communities in areas with favourable climate. They therefore strongly resisted it.

  1. c) There was rampant rural-urban migration affecting mainly able-bodied men who felt exploited by the new system of production.
  2. d) The abolition of cooperatives was met with stiff resistance with many farmers

cutting down heir production. Other producers reverted to the black market.

  1. e) The Tanzanian shilling became unstable due to price fluctuations of some

commodities.

  1. f) There was shortage of donor funds caused by the nationalization programme that

was opposed by many donor countries.

  1. g) The collapse of the East African Community in 1977 denied Tanzania a large

common market for her goods

SOCIAL, ECONOMIC AND POLITICAL CHALLENGES IN AFRICA IN GENERAL.

Political challenges that have faced African countries since independence

  1. a) The political systems that were inherited from the colonial governments seemed to be unworkable in many independent African states.
  2. b) Sharp ideological difference arose among the pioneer leaders of African states. Such differences internally exploded into civil strife in countries like Mozambique, Angola and DRC.
  3. c) The cold war had diverstating effects on Africa. it left many African nations divided and locked in border conflicts that continue up to date.
  4. d) Political instability was quite common in African states. Coups d’tat and military takeover was witnessed in Somalia, Zaire, Nigeria, Chad etc Human rights were violated with the rise of dictatorship.
  5. e) There were strained relations between African leaders caused by personal and

ideological differences. Some ended in border closure, which greatly undermined

international cooperation.

  1. f) Many national interests in Africa countries have been in conflict with global and

continental interests. Nigeria and Zimbabwe, for example had to be expelled from

the Commonwealth of Nations for alleged disregard of human rights and personal

property.

  1. g) Neo-colonialism. Most countries retain the colonial structures of parliament

although they have difficulties in sustaining them. Multinational peacekeeping

forces are still common in Africa, many African leaders inherited the divide and rule colonial strategy that precipitates anarchy.

  1. h) The existence of different ethnic groups has contributed to ethnic wars as witnessed in Rwanda, Burundi, Sudan, Nigeria and Kenya.
  2. i) Most African government seemed ill prepared and in experienced in administration.

This resulted in rise of rebel movements, as was the case of Mozambique and

Angola.

economic challenges facing independent African states today.

  1. a) Unemployment and socio-economic inequalities both among individuals and

between regions are common in may African nations.

  1. b) Overdependence on primary exports. The African economy is an extractive one

rather than a manufacturing economy. Many countries depend on agriculture and

foreign nations for manufactured goods.

  1. c) World trade terms are not fair for African nations. Africa countries find themselves trading with former colonial powers that give low prices fort raw material from Africa and charge high process for the manufactured goods.
  2. d) There has been the problem of unfavourable climatic conditions. This has curtailed food production, particularly among agricultural communities.
  3. e) Population pressure has led to overstretching of social services. There is a high

dependency ratio since the population is largely youthful and unemployed.

  1. f) Poor economic planning. Some economic policies have destabilized the economies.

For the Ujamaa policy in Tanzania, the expelling of foreign investors in Uganda and the massive printing of money in Zaire.

  1. g) The tough conditions given by donor agencies have sometimes led to deterioration of social welfare. Retrenchment for example was a key prescription of the Structural Adjustment Programme.
  2. h) Corruption and embezzlement of public funds is common in African countries. There is also general lack of transparency among many leaders.

Social challenges that have faced African states since independence.

  1. a) Inaccessibility to clean water by majority of the people. Most African peoples rely on water fetched from sometimes contaminated streams across long distances.
  2. b) The challenge of HIV/AIDS pandemic. This has had a toll on productive members of

the society.

  1. c) Poor housing facilities.. in urban areas, majority of the population live in slums

without sanitation facilities.

  1. d) The challenge of high population growth rate. This affects the quality of the services provided by governments.
  2. e) Language problem. Language development and use has been a challenge in Africa. In many countries, conflict tends to arise over the language to adopt- local or the inherited one.
  3. f) Religious differences. This challenge has been the main cause of the splitting of the once largest country in Africa-Sudan in 2011. The predominantly Christian southern Sudan has become the youngest African state thanks to religious differences.
  4. g) Absence of practical systems of education. Many countries rely on theoretical

education with little emphasis in technical skills.

DEVOLVED GOVERNMENT.

Devolution This refers to the granting of power from the central government to a lower level such as a region or a local level.A ‘Devolved Government’ is a system of government where there is a transfer or allocation of authority from a central government to a regional government. In a devolved government, power and resources are decentralized with part of the political and economic decision making transferred to the people through the locally established assemblies.

Origin of devolution in Kenya.

The Lancaster House Conference of 1962 forms the basis of devolution in Kenya. When the independent constitution was drawn during the conference, a federal system of government as proposed by the KADU delegates was adopted in Kenya. It made provisions for six regions. The legislature was to comprise two chambers (the Senate or upper House and the Lower House. However after independence in 1963, the Kenyatta Government began plans to scuttle the system of government. By December 1964, KANU and KADU merged to form a unitary government of the republic of Kenya.

The enactment of the new constitution on 27th August 2010 reintroduced the concept of devolution in Kenya.Kenya is divided into 47 Counties each governed by A County Governor with theassistance of the County Executive Assembly. The National Government seats in Nairobi.

To change County Boundaries, the Following must be considered;

  1. a) Population density and demographic trends.
  2. b) Physical and Human infrastructure.
  3. c) Historical and Cultural Ties.
  4. d) The cost of administration.
  5. e) The Views of the communities affected.
  6. f) The objectives of devolution of government.
  7. g) Geographical features.

Reasons why devolved governments were established in Kenya.

  1. a) They were established as a means of promoting democratic and accountable exercise of power.
  2. b) To Foster national unity by recognizing diversity.
  3. c) To give powers of self-governance to the people and enhance the participation of

the people in the exercise of the powers of the State and in making decisions

affecting them.

  1. d) To recognize the right of communities to manage their own affairs and to further

their development.

  1. e) To protect and promote the interests and rights of minorities and marginalized

communities.

  1. f) To promote social and economic development and the provision of services

throughout Kenya.

  1. g) To ensure equitable sharing of national and local resources throughout Kenya.
  2. h) To facilitate the decentralization of State organs, their functions and services, from the capital of Kenya;
  3. i) To enhance checks, balances and the separation of powers.

Principles of devolution of government in Kenya.

  1. a) County governments shall be based on the democratic principles and separation of power.
  2. b) County governments shall have reliable sources of revenue to enable them to

govern and deliver services effectively.

  1. c) No more than two-thirds of the members of representative bodies in each county

government shall be of the same gender.

Structure and Functions of a county government in Kenya.

The county government is composed of County assemblies, county executive

committees and county public service.

County Assembly in Kenya.

A county assembly consists of Members (one member per ward) elected by the

registered voters of the wards in a general election.Members of special seats (no more than two-thirds of the membership of the assembly is of the same gender.)Members of marginalized groups, including persons with disabilities and the youth.The Speaker, who is an ex officio member. Nb-The members for special seats and marginalized communities are nominated by political parties in proportion to the seats received in the election in a particular county.

Conditions for seeking election to a County Assembly.

  1. a) The person must be a registered as a voter in his/her county.
  2. b) The person must have been a Kenyan citizen for atleast ten years before the

elections.

  1. c) The person must be able to read and write in English and Kiswahili.
  2. d) He or she must be of sound mind.
  3. e) The person must be of unquestionable morals and ethics
  4. f) If a public officer, he/she must relinquish his/her public work.
  5. g) The person must be nominated by a political party
  6. h) If he/she is an independent candidate, must b e supported by at least five hundred registered voters in the Ward concerned.
  7. i) The person must not have been declared bankrupt.
  8. j) The person must not have served a sentence of imprisonment of more than six

months.

  1. k) Must not have been a member of IBEC within five years before the date of election.
  2. l) The person must not have misused or abused a State or public office.

Functions of a county assembly.

  1. a) County assemblies make laws for the effective performance of the county

government.

  1. b) It acts as a watch dog over the county executive committee.
  2. c) It receives and approves plans and policies for managing and exploiting the county’s resources,
  3. d) It approves policies for developing and managing the infrastructure and institutions in the county.
  4. e) It enhances legislation that may set out the structure and framework for the better administration and management of county governments.
  5. f) It approves oversight budgets and development projects within the county.
  6. g) It approves investment decisions and loans.
  7. h) It supervises other units within the county through political authority, guidance and direction.
  8. i) Monitors the execution of projects under approved development plans, and

assesses and evaluates their impact on development in the county.

The process of law making in a county government.

It is the duty of the County Executive committee, comprising of the governor, the

deputy governor and ten other members to draft the details of the proposed legislation with no bias.The public servants in the county governor’s office participate in preparation of the proposed law.The county executive committee then presents the proposed legislation to the county assembly.The members of the county assembly are then free to make their contributions to the bill during the discussion and debate that follows.

Amendments and improvements may be proposed to the bill at this stage.The recommendations are incorporatedIf the members are in favour of the bill, and if it is in conformity with the National Government legislation, then it is approved to become a by-law of the county government

The structure of The County Executive Committee.

The executive authority of the county is vested in the county executive committee.

The committee consists of The county Governor and the Deputy County Governor.

Not more than ten other Members appointed by the County Governor, with the

approval of the assembly, who are not members of the assembly.If the assembly has less than thirty members, the members should be One-third of the number of members of the county assembly.The county governor and the deputy county governor are the chief executive and deputy chief executive of the county respectively.Members of a county executive committee are accountable to the county governor for the performance of their functions and exercise of their powers.The members of the county executive committee cease to hold office once the office of the county governor falls vacant.

Functions of a County Executive Committee.

  1. a) It implements county legislation.
  2. b) It implements, within the county, national legislation.
  3. c) It manages and coordinates the functions of the county administration and its

departments.

  1. d) It prepares proposed legislation for consideration by the county assembly.
  2. e) It provides the county assembly with full and regular reports on matters relating to the county.

Powers and functions of a governor in a county government.

  1. a) The Governor is the chief executive officer of the county. The Executive Branch of government, headed by the Governor, includes executive departments and advisory boards.
  2. b) The Governor is the Chairman of county executive committee.
  3. c) he/ she is in charge of implementing , within the county, national legislation to the extent that the legislation so requires;
  4. d) He ensures, through the county executive committee, the implementation of county legislation.
  5. e) He manages and coordinates the functions of the county administration and its

departments.

  1. f) He provides the county assembly with full and regular reports on matters relating to the county.
  2. g) He appoints with the approval of the assembly members, members to the county

executive committee.

  1. h) He ensures that Members of a county executive committee perform their functions and exercise of their powers fully.
  2. i) He handles on behalf of the county, all external affairs with other counties in

consultation with the central government. (Excluding any which have been

delegated to cabinet secretaries.).

  1. j) The Governor prepares and submits a budget of the county for the following fiscal year.
  2. k) He sets the terms and conditions of service of persons holding or acting in public

offices in the county.

  1. l) By virtue of his office, the Governor serves on certain boards and special

commissions in the county. The Governor chairs the Board of Public Works.

 

Election of a county governor.

The county governor is directly elected by the voters registered in the county at a

general election for a term of 5 years.To be eligible for election as county governor, a person must be eligible for election as a member of the county assembly.Each candidate for election as county governor nominates a person as his/her running mate to be the deputy governor.If re-elected, can serve for another final term of 5 years.

Each candidate for election as county governor nominates a person as his/her running mate to be the deputy governor.

A County Governor can be removed from office under the following circumstances.

  1. a) Gross violation of the Constitution or any other law.
  2. b) When the county governor commits a crime under national or international law.
  3. c) When the governor abuses office or is accused of gross misconduct.
  4. d) When he/she suffers from Physical or mental incapacity that hinders

performance of the functions of office.

Functions of a deputy governor.

  1. a) As the deputy chief executive of the county, he or she assists the governor in the

management and coordination of the functions of the county administration.

  1. b) He or she acts as the governor of the county when the governor is absent.
  2. c) The deputy assists the governor in the supervision of work of the county executive committee.
  3. d) Since he/she is a member of the county executive committee, he participates in

legislation by also preparing proposals for county legislation.

  1. e) He assumes governorship of the county incase the governor is incapacitated or is

removed from authority for various reasons.

Functions and powers of a county government.

  1. a) County governments have the duty to assist in promotion of agriculture by initiating development in specific areas like crop and animal husbandry, livestock sale yards, slaughterhouses control of plant and animal diseases and development of fisheries.
  2. b) It provides and supervises county health services, both public health and personal health of county members.
  3. c) It assists in control of environmental pollution by putting in place legislation to

regulate and control air pollution, noise pollution and outdoor advertising.

  1. d) It promotes cultural activities, public entertainment and public amenities ion the

county by putting in place structures such as libraries, museums, sporting facilities,

casinos, beaches and county parks.

  1. e) It has a duty to promote and regulate education at the pre-primary, polytechnic,

craft and childcare levels.

  1. f) It has a duty to develop transport facilities in the county through road construction, street lighting, developing ferries and harbours and parking areas.
  2. g) The county government regulates county planning and development through land survey and mapping, boundaries, housing, electricity, gas and energy regulation.
  3. h) It implements specific national government policies on natural resources and

environmental conservation.

  1. i) It also puts in place measures to control drug abuse and access to pornography.

Relationship between national and county government.

  1. a) Governments at either level must exercise their powers and functions in a manner that respects the functional and institutional integrity of government at the other level.
  2. b) Each of the two governments must assist, support, consult and implement the

legislation of the other level of government.

  1. c) Either of the two governments must liaise with government at the other level for the purpose of exchanging information, coordinating policies and administration and enhancing capacity.
  2. d) Governments at each level or different level should co-operate in the performance of functions and exercise of powers.
  3. e) In any dispute between governments, reasonable efforts to settle dispute should be made.
  4. f) County governments rely on Procedures provided under national legislation in

settling intergovernmental disputes between them.

  1. g) Parliament at national level has the role of ensuring that county governments have adequate support to enable them to perform their functions.
  2. h) County governments must operate financial management systems that comply with any requirements prescribed by national legislation.
  3. i) National government is permitted to take any measure on county government

provided that Notice must be given to county government.

  1. j) Where a county government is unable to perform its functions, or does not operate a financial management system that complies with national legislation

requirements, the national government may intervene.

Challenges facing county governments in Kenya.

  1. a) County governments have inadequate funds. Some are located in areas of limited

resources. This impedes provision of essential services. Some are too small to

operate efficiently.

  1. b) Corruption and misappropriation of funds is common in most counties. This is

because those vested with the management powers do not have experience since

the appointment of governors is through popular vote.

  1. c) Rural –urban migration is likely to generate population pressure in urban based

counties like Nairobi city and Mombasa. urban problems like mushrooming of slums, poor garbage disposal and insufficient sanitary facilities arise.

  1. d) There is likely to be national government interference in the affairs and

management of county legislation. This hinders free decision-making.

  1. e) Election of ward members to manage ward affairs may hamper operations of the

counties especially in legislation.

Possible solutions to the challenges that may face county governments in Kenya.

  1. a) The National governments through the Equalization Fund should be able to provide adequate financial support to County governments located in areas of limited resources. This will assist in provision of essential services.
  2. b) Those counties that are too small to operate efficiently should be merged with others in terms of social service delivery.
  3. c) There should be stricter vetting of candidates to vie for positions of county

Governors and deputy county Governors in order the possible challenge of financial

management and corruption.

  1. d) Urban-based counties should be given more funding by the National Government to enable them solve urban related problems.
  2. e) The National government should come up with means on how to curb Rural –urban migration. This may be done through creation of employment generating

opportunities in rural counties.

  1. f) The county governments, especially those that are in economically viable areas

should be given financial autonomy and a free-hand in decision making, by the

national government.

PUBLIC REVENUE AND EXPENDITURE IN KENYA.

SOURCES OF PUBLIC REVENUE.

Public finance refers to revenue and expenditure of the national and county

government.

Principles that govern the use of public finance in Kenya.

  1. a) The principle of openness and accountability. There shall be public participation in financial matters.
  2. b) The public finance system should promote an equitable society, and in particular the burden of taxation should be shared fairly.
  3. c) Revenue raised nationally should be shared equitably among national and county

governments.

  1. d) Expenditure of public finance should promote the equitable development of the

country, including making special provision for marginalized groups and areas.

  1. e) The burdens and benefits of the use of resources and public borrowing should be

shared equitably between present and future generations.

  1. f) Public money should be used in a prudent and responsible way.
  2. g) There should be responsible financial management accompanied by clear fiscal

reporting to ensure effective use of public funds.

NATIONAL BUDGET.

The national budget is a comprehensive statement that gives an estimate of public

revenue, expenditure and financial plans for a given financial year for a government.

Components of the national and county governments’ budgets in Kenya.

  1. a) Estimates of revenue and expenditure, differentiating between recurrent and

development expenditure.

  1. b) Proposals for financing any anticipated deficit for the period to which they apply.
  2. c) Proposals regarding borrowing and other forms of public liability that will increase public debt during the following year.

The process of Budget preparation and implementation in Kenya.

Three months before the end of each financial year, the head of each department or

State organ submits estimates of revenues and expenditures for the following year to the secretary for finance. Two months before the end of each financial year, the Cabinet Secretary for finance submits to the National Assembly estimates of the revenue and expenditure of the national government for the following financial year.He also submits a detailed national fiscal, monetary and development plan for a period of three years prepared by him in collaboration with the Secretary responsible for planning and national development.The estimates include estimates for expenditure from the Equalization Fund.The National Assembly then considers the estimates submitted together with the estimates submitted by the Parliamentary Service Commission and the Chief Registrar of the Judiciary.Before the National Assembly considers the estimates of revenue and expenditure, a committee of the Assembly will discuss and review the estimates and make recommendations to the Assembly.Committee makes its recommendations to the National Assembly. When the estimates have been approved by the National Assembly, there will be an Appropriation Bill, introduced into the National Assembly to authorize the withdrawal from the Consolidated Fund of the money needed for the expenditure.

The Appropriation Bill will not include expenditures that are charged on the

Consolidated Fund.The process of Budget preparation and implementation in a county government.Further reading about this is encouraged.

Sources of public revenue for national government in Kenya.

Domestic Revenue Sources.

These are the taxes levied on citizens, private and public organizations, foreign investors and business people.

There are two main groups of taxes;

  1. Direct taxes.
  2. Indirect taxes.
  3. Direct taxes. (Income tax)

These are taxes derived from people’s salaries in form of income tax.

  1. Indirect taxes.

These are taxes levied on goods and services but with parliamentary approval. They

include;

  1. a) Value-added tax; an indirect sales tax paid on specific goods such as sugar, bread, petroleum products, clothes, electronic equipment and motor vehicles.
  2. b) Customs duties:- there are duties on imported goods such as motor vehicles,

machinery, fertilizer, sugar, wheat, electronics, luxury goods, etc.

  1. c) Excise tax; this is charged on locally produced goods that are sold within the country .
  2. d) Export Duty; the duty charged on locally produced goods such as textiles, coffee, tea, soda ash and pyrethrum which are exported.
  3. e) Trading Licenses;
  4. f) Sales Stamp Duty; on entertainment services, betting, casino and premium bonds.
  5. g) Traffic Revenue tax; levied on various categories of traffic services. E.g., the Road Maintenance Levy, the driver’s licence, Airport tax by air passengers.
  6. h) Investment Revenue; earned from parastatal and other profit making bodies that

remit profits through the treasury.

  1. i) Loan interest receipts. Collection of taxes from parastatals like AFC, KTDA, KPC, NCPB and KCB.
  2. j) Land Rates.
  3. k) House rates.
  4. l) Fees; paid in terms of timber levies, CO2 levies and mining fees.
  5. m) Court Fines
  6. n) Borrowing (under laid down law or procedure).
  7. o) Tourism fess

External Revenue Sources

There are two main sources of external assistance;

  1. Bilateral Aid; where two friendly nations assist each other. E.g. Kenya and Japan
  2. Multilateral Aid; many countries form trading blocs or global institutions like World Bank, IMF, European Union and commonwealth for this purpose.

Sources of finance for county governments.

  1. a) The main source of funding for many counties is their equitable share from 15%

of the national budget.

  1. b) Conditional and unconditional grants. Unconditional Grants are funds allocated by the national government without conditions regarding their use. Conditional grantsare the funds allocated by the national government for funding of specific projects and programmes. They include;

~  The Equalization Fund for provision of basic services like water, health

services, electricity and roads in marginalized areas.

~  The Contingencies Fund to carter for urgent and unforeseen circumstances

  1. c) Counties’ own revenues. Counties have the power to collect property rates, impose taxes on entertainment, and impose fees and charges for services they render to people and any other tax that Parliament permits them to impose.
  2. d) Borrowing, where the national government guarantees the loan or with the approval of the county assembly.
  3. e) Grants and donations

Factors that determine equitable sharing of public finance.

  1. a) The national interest.
  2. b) Any provision that must be made in respect of the public debt and other national

obligations.

  1. c) The needs of the national government, determined by objective criteria.
  2. d) The need to ensure that county governments are able to perform the functions

allocated to them.

  1. e) The fiscal capacity and efficiency of county governments.
  2. f) Developmental and other needs of counties.
  3. g) Economic disparities within and among counties and the need to remedy them.
  4. h) The need for affirmative action in respect of disadvantaged areas and groups.
  5. i) The need for economic optimization of each county and to provide incentives for

each county to optimize its capacity to raise revenue.

  1. j) The desirability of stable and predictable allocations of revenue.
  2. k) The need for flexibility in responding to emergencies and other temporary needs.

Regulations that govern imposition of taxes and charges in Kenya.

  1. a) Only the national government may impose Income tax, Value-added tax, Customs duties and other duties on import and export goods; and excise tax.
  2. b) An Act of Parliament may authorize the national government to impose any other tax or duty.
  3. c) A county may impose property rates, entertainment taxes, and any other tax that it is authorized to impose by an Act of Parliament.
  4. d) The national and county governments may impose charges for services.
  5. e) The taxation and other revenue-raising powers of a county should not be exercised in a way that prejudices national economic policies, economic activities across county boundaries or the national mobility of goods, services, capital or labour.
  6. f) No tax or licensing fee may be imposed, waived or varied except as provided by

legislation.

  1. g) If permitted, a public record of each waiver shall be maintained together with the reason for the waiver; and each waiver, and the reason for it, should be reported to the Auditor-General.
  2. h) No law may exclude or authorize the exclusion of a State officer from payment of tax.

The revenue collected by the government is deposited into the following funds;

  1. Equalization Fund; This is a Fund specially established by the National

government, to provide basic services including water, roads, health facilities and

electricity to marginalized areas to the extent necessary to bring the quality of

those services in those areas to the level generally enjoyed by the rest of the

nation.

  1. Consolidated Fund; this is the fund into which all the money raised or received by

the national government is paid. Money set aside by parliament for specific

purpose and money set aside by state organs to take care of their expenses is

however not deposited in this fund.

  1. Contingencies Fund; this is a fund from which advances will be made if the

secretary for finance is convinced that there is an urgent matter that needs

funding and for which there is no other provisions.

  1. Revenue Funds; this is a fund for each county into which all the money raised or received by the county government is paid.

Expenditure of Public Revenue.

There are two ways in which the national government spends its revenue.

  1. Capital expenditure. – The money set aside in the national budget for

development projects.

  1. Recurrent expenditure. – The money used by the government to sustain and

maintain the existing facilities.

How the national government spends its money under recurrent expenditure.

  1. a) The government remunerates its employees through regular payment of salaries

and wages.

  1. b) The expenditure is also used to maintain public property throughout the country by allocating necessary funds to roads, airports, colleges, school text book provision

and bridge maintenance.

  1. c) The money is also used to service debts from international donor agencies and local financial institutions.
  2. d) The money is also used to contribute to regional and international organizations like COMESA, AU, UN and Commonwealth.
  3. e) It is used to provide grants to counties and parastatals, and bursaries to schools and colleges.
  4. f) The money is also used to maintain Kenyan embassies abroad.

County government expenditure.

County governments spend their monies in the following ways;

  1. a) Provision of basic social services like water, health facilities, electricity and

cemeteries.

  1. b) The money from its recurrent expenditure is used to pay wages and salaries to its

employees.

  1. c) The counties spend their money to some extend to control air and noise pollution, and also on refuse removal and solid waste disposal.
  2. d) Money is used to finance development of roads, parking facilities, ferries and street lighting, develop entertainment, sporting, trading and cultural facilities.
  3. e) In repair maintenance and improvement of public facilities like roads, health

facilities, markets, libraries, housing etc.

  1. f) Some money is set aside as emergency utility for fire fighting services and disaster management.
  2. g) The counties use their money to service the borrowed funds plus the interest

accrued.

  1. h) They also use money to provide early childhood education through development of nursery schools. They also develop village polytechnics and home craft training

centres.

Ways through which proper management of public finances by national government is ensured in Kenya.

  1. a) Any national governments expenditure by state departments or state organs must

be approved by parliament which acts as the public watchdog.

  1. b) The controller of budget oversees the implementation of the national budget by

authorizing legal withdrawals from public funds such as the equalization fund,

consolidated fund and contingencies fund

  1. c) The controller of budget submits to each house of parliament report on the

implantation of the budget of the nationa l government.

  1. d) Where a state organ or any other public body fails to adhere to the laid down

procedures of expenditure, the cabinet secretary for finance, with the approval of

parliament, may stop the transfer of funds to the body.

  1. e) There is constant auditing of accounts and financial records of all government and other public bodies.
  2. f) Every public body has a n accounting officer who is accountable to the national

assembly for the financial management of the public body.

  1. g) The auditor general audits all accounts of all government and state organs.
  2. h) The government has put up policies related to procurement which is supposed to be fair, transparent, competitive and cost effective. to regulate public procurement,

various bodies have been set up. e.g the public procurement oversight authority

(PPOA), the public procurement administrative review board (PPARB)

  1. i) The government has also imposed sanctions against contractors who fail to fulfil

their contractual agreements either by failing to complete jobs or by doing sh oddy

work.

  1. j) Sanctions are to be imposed against those persons who fail to pay their taxes, or

engage in corrupt practices.

  1. k) All government contracts are publicly advertised for awarding of tenders and

awards.

  1. l) The government established the Kenya Anti-Corruption Commission (KACC) in 2004 which has the function of investigating corrupt cases in a non-partisan manner.

Management and expenditure of public finances in county governments.

  1. a) In every county, there is established a revenue fund where all funds, (includ ing the county’s own revenues, transfers from national revenues, grants and borrowed

funds) are consolidated.

  1. b) Money from this fund is only withdrawn following specific procedures authorized by parliament or by county laws.
  2. c) County governments must operate financial management systems that comply with all requirements of national legislation.
  3. d) The county assembly must vote on the budget and approve expenditure by various departments of the county.
  4. e) The county treasury must seek quarterly approvals from the controller of budget for withdrawal from the revenue fund based on the needs of the county.
  5. f) The accounting officer of a county organ or public body is accountable to the county assembly for the financial management of the public body.
  6. g) Each county has a county accountant general who maintains financial records of all the funds withdrawn from the revenue fund, and expenditure incurred.
  7. h) Apart from the internal audits in every county, the auditor general audits the

accounts of the county governments and submits reports to the relevant county assembly.

The controller of Budget.

Role of the controller of budget.

  1. a) He or she oversees the implementation of the budgets of the national and county

governments.

  1. b) He or she authorizes withdrawals from the public funds such as the Equalization,

Consolidated and Revenue Funds.

  1. c) he or she submits to each house of parliament, every four months, a report on the

implementation of the budgets of both national and county government

Auditor General.

Read on this

The Commission on Revenue Allocation.

The Commission consists of;

  1. a) A chairperson.
  2. b) One nominee of each regional assembly.
  3. c) Two persons to represent county governments.
  4. d) Two persons nominated by the National Assembly.
  5. e) The Principal Secretary in the Ministry responsible for finance.
  6. f) The Controller of Budget.

Functions of the commission of Revenue Allocation.

  1. a) He is responsible for determining the basis for the equitable sharing of revenue from national resources between the national government and the various levels of

devolved government.

  1. b) It makes recommendations on matters concerning the financing, and financial

management by county governments

  1. c) It determines and regularly reviews a policy that set out the criteria by which to

identify the marginalized areas.

  1. d) It defines and enhances the revenue sources of the national and county

governments.

  1. e) It submits its recommendations to the senate, national assembly, the national

executive, county assemblies and county executives.

  1. f) It mediates in and determines disputes relating to financial arrangem ents between the national government and devolved governments.

Functions of Central Bank.

  1. a) Promote and maintain the stability of the value of the currency of the Republic.
  2. b) Issue notes and coins.
  3. c) Act as banker and financial adviser of the Government.
  4. d) Conduct the monetary policy of the Government in a manner consistent with the

relevant provisions of the law in the interest of the balanced and sustainable

economic growth of the Republic.

  1. e) Encourage and promote economic development and the efficient utilization of the resources of the Republic, through effective and efficient operation of a banking and credit system.

Why the Economic and Social Council established in Kenya.

  1. a) To advise the national government and Parliament on matters of economic and

social concern to the people of the Republic.

  1. b) To advise the national government on the formulation, implementation, monitoring and evaluation of strategic economic and social policies.
  2. c) To consider and report to Parliament on the economic and social implications of all Bills and budgetary proposals introduced in Parliament.
  3. d) To monitor progress in the improvement of the living standards of the people of

Kenya, particularly those of the poor and the disadvantaged.

THE ELECTORAL PROCESS, FUNCTIONS OF GOVERNMENTS IN OTHER

PARTS OF THE WORLD.

BRITAIN

Britain comprises England, Wales, Scotland and Northern Ireland. The country has evolved a parliamentary system of government over the years.The Saxon Kings who invaded Britain in the 5th Century AD had absolute powers- ruling without consulting the citizens, and there positions were hereditary.However, in the 12th century AD,

they introduced the parliamentary system. They agreed that the kings/queens could only rule according to the laws of the land that should be made by the representatives of the people. This was what came to known as a constitutional monarchy.

The electoral process in Britain

The British government is based on the party system. Elections for party leaders are held separately before the general elections. The three main parties are the Conservative Party,

Liberal Party and Labour Party.

Unlike USA and other major democratic states outside commonwealth, there is no fixed date for British parliamentary elections. The date of a general election is decided upon by the prime Minister.

The Choice of a date of elections is influenced by the following factors;

  1. The economic situation that is the availability of funds.
  2. The state of the government’s legislative programme in the House of Commons.
  3. The desire to increase government support in parliament.

The electoral system for the House of Commons is based on the principal of ‘one person, one vote’

There are two types of elections for the House of Commons.

~  General elections where members of the House of Commons are elected for a 5-year term.

~  By elections in the event of resignation, death or resignation of a member of parliament.

There are also local elections in which representatives of local authorities (councillors) are voted for are held every 4 years. The local authorities include the District Councils, London Boroughs, Metropolitan districts and Regional and island councils.

In Britain, there are also euro-elections, first introduced in 1979, in which representatives to the European Union parliament are chosen.81 MPs were elected in 1979.

Voter Registration.

It is the local authorities that hold the responsibility of registering voters. Since 1948, a postal vote is possible for citizens who are away from their constituencies during the voting period, either on business or other reasons.

The following categories of people qualify to vote in Britain;

  1. a) British Citizens over the age of 18 years.
  2. b) Citizens from commonwealth countries who have resided in Britain for periods stipulated by law.
  3. c) Citizens of the republic of Ireland who have been residents for periods stipulated by law.

The following are ineligible to vote in Britain.

  1. a) Persons of unsound mind.
  2. b) Convicts detained in a prison.
  3. c) Persons convicted of corrupt or illegal practices in connection with elections cannot vote

for five years from the date of conviction.

  1. d) Adults whose names do not appear on the register of voters.
  2. e) Peers or members of the House of Lords

A candidate who wishes to contest for a parliamentary seat in Britain must fulfil the following conditions;

  1. a) He/she must be a British citizen or a common subject or a citizen of the republic of Ireland.
  2. b) He/she must be of a minimum age of 21 years.
  3. c) He/ she must be nominated by a political party or be an independent candidate.

The following are disqualified from vying for a parliamentary seat in Britain.

  1. a) English/Scottish peers who have the right to sit in the House of Lords.
  2. b) Clergy of the Church of England, or the Church of Ireland, Ministers of the church of Scotland, and Roman Catholic priests.
  3. c)
  4. d) Certified Lunatics.
  5. e) Undisputed bankrupts.
  6. f) Convicted persons.
  7. g) Persons who have committed illegal practices during elections like corruption.
  8. h) Members of the armed forces.

Candidates vie for 650 parliamentary seats.

The candidates are either nominated by respective parties or stand as independent candidates and need not reside in the constituencies as long as they register as voters in that constituency. Once nomination of candidates has taken place, campaigns are allowed for two weeks before voting. Each candidate appoints an election agent to manage the finances and protect the interests of the candidate during he campaign. The agent also explains the candidate’s party policies and identifies party supporters within the constituency. He/she familiarizes the candidate’s name toprospective voters.Election officials work hand in hand with party agents during Election Day.Each candidate must deposit 500 sterling pounds with the registrar, which is returned in the event that the candidate garners over 5% of the total vote in the constituency.Elections in Britain are by plurality. Candidates who get the highest of votes win the elections.The party that secures most parliamentary seats is declared winner and is asked to form the next government. Emphasis is on number of seats not votes cast.The House of Lords members are drawn from people with high offices. E.g. bishops, distinguished scientists and artists, great sportsmen, retired judges etc

Functions of Government in Britain.

The British government operates around four basic institutions;

  1. a) The Monarchy.
  2. b) The Legislature.
  3. c) The Executive.
  4. d) The Judiciary.

The Monarchy.

In Britain, the Monarchy is represented by the queen. The Monarch assent to all legislations.The Monarch appoints the PM and approves the cabinet

 

Other Functions of the Monarchy.

  1. a) The monarch as head of state advises government
  2. b) The monarch summons, prorogues and dissolve parliament in consultation with the Prime Minister.
  3. c) The Monarch gives royal assent to bills passed by parliament to become law.
  4. d) Management of the country’s foreign policy including enactment of treaties.
  5. e) It confers honours to persons who have rendered distinguished services. For example, the peerages to become Lords or knights and will be referred to as LADY OR ‘Sir’
  6. f) The Monarch approves appointment s to important state offices such as judges, senior members of the armed forces and civil service.
  7. g) The monarch pardons and gives reprieve to people who have been accused of

committing various offences.

  1. h) The Monarch appoints Bishops and Archbishops of the Anglican Church.

NB; At the beginning of each new session of parliament, the monarch addresses both Houses together in the House of Lords to mark the formal opening of parliament. In the address, the monarch outlines government proposed legislations for the coming session.

Importance of the monarchy to the British people.

  1. a) The presence of the monarchy helps to give some continuity to executive policy.
  2. b) It inspires the head of government with a sense of responsibility and dignity.
  3. c) It acts as a useful counsellor to the head of government.
  4. d) It is the symbol of commonwealth unity.
  5. e) It sets standards for social life. The presence of members of the royalty at the inauguration of scientific, artistic and charitable works ensures nationwide support.
  6. f) The royal family pays state visits to foreign government and undertakes tours in other countries of the commonwealth, hence contributing to better understanding between Britain and other nations.

The Legislature/parliament.

It is made up of the monarchy, House of Lords and House of  commons.

The following are ways through which one can gain membership to parliament in Britain;

  1. a)
  2. b) Nominations
  3. c)
  4. d) By Virtue of office. E.g. members of the House of Lords maintain their parliamentary seat whenever a new parliament is constituted.Parliament is a supreme institution in Britain. It passes changes or repeals laws without being vetoed by the courts of law.

How parliamentary supremacy is demonstrated in Britain.

  1. a) Parliament makes amends and abolishes laws. No other institution can do that.
  2. b) Branches of government operate under the laws passed by parliament. /parliament is the supreme institution in Britain and all other institutions derive their power from it.
  3. c) Parliament can pass a vote of no confidence in the executive. / has powers to remove any unpopular government from office.
  4. d) It approves government revenue and expenditure. / It is the only institution empowered to approve government budget.
  5. e) Decisions of parliament are binding to all. They cannot be overruled or nullified by a court of law.

The House of Lords.

Membership to The House of Lords is based on nomination by the monarch or by hereditary principle. Some membership is through holding senior positions within the Church of England Consists of 1200 members 800 of whom are heredity peers, 26 are Bishops and 21 are Lords of Appeal

One can become a member of the House of Lords in the following ways;

  1. Through nomination by the monarch.
  2. When one holds hereditary parentage position. Normally the eldest male member of the family inherits the position.
  3. Through holding some senior position in the society e.g. within the Church of England -Archbishop of Canterbury.

Members of the House of Lords only receive sitting allowances. Only the Lords of Appeal receive annual salaries.

Role played by the House of Lords in the British parliamentary system.

  1. a) The house of lords checks the powers of the House of Commons and therefore prevents nasty legislation. Bills from the House of Commons have to go to the House of Lords for debate and approval.
  2. b) It addresses non-controversial bills that the lower house has no time to address.
  3. c) The house of lords holds bills from the lower hose long enough to seek public approval
  4. d) The House of Lords questions ministers about the activities of government and stages debates on general issues of national policy.
  5. e) It seats as a court of appeal for criminal cases. on such occasions , the court is presided over by the lord chancellor (speaker of the house)
  6. f) It provides a forum for utilization of the talents of people who coul d not win a general election. These people are created peers by the queen and become members of the House of Lords.
  7. g) It enhances unity in the country as newcomers are created lords by the queen and then become members of the House of Lords.
  8. h) It provides continuity in operation of parliament. Old experienced peers retain their seats in the House of Lords until they die, so provide guidance to new and young politicians.

House of Commons.

It is the major legislative arm of the government. It comprises 650 elected members

representing constituencies. The leader of the House is the P.M. The chief officer is the speaker who is elected at the start of a new parliamentary session.

Functions of the House of Commons.

  1. a) Discusses makes and amends laws. However, the monarchy and the house of Lords have powers to veto such laws.
  2. b) Approves government revenue and expenditure. It controls finances. No taxes can be imposed without the consent of the House of Commons.
  3. c) It has powers to pass a vote of No confidence in the executive (Check the powers of the executive to ensure that the rule of law is maintained.
  4. d) Debates on matters of national interest.
  5. e) It directs government policy and keeps development programmes on track.
  6. f) It is a training ground for future leaders.

Factors which influence the activities of Parliament in Britain.

  1. a) Members of the House of Commons must consider the moral values of the British society before making any decision.
  2. b) Parliamentarians are always sensitive to public opinion because any unpopular

government or party risks not being re-elected.

  1. c) Local authorities are empowered to make by-laws even without consulting parliament.
  2. d) Interests of the institutions under the spotlight are always taken into account before legislation is done in parliament. E.g. the Church, Un iversities, Farmers, trade Unions etc.
  3. e) Legislation passed by one parliament can be changed by another future one.
  4. f) International law is also taken into account when laws are made.

NB; these are the factors that limit the parliamentary supremacy in Britain.

The executive.

The executive is made up of the Prime Minister, the cabinet and the civil service.

The Prime Minister.

Appointed by the monarch, being the leader of the political party that controls an absolute majority, He/she is the Chief executive of the country.

He performs the following functions;

  1. a) Appoints and dismisses Cabinet ministers with the consent of the monarch.
  2. b) He/she recommends to the sovereign the appointment of senior civil servants such as the chief Justice, High Commissioners.
  3. c) He/she represents Britain in international fora.
  4. d) He/she controls the cabinet secretariat and oversees the execution of cabinet decisions by various departments.
  5. e) He/she is the leader of the party that nominates him/her.
  6. f) He/she settles disputes between various departments.
  7. g) He/she is the leader of the House of Commons.
  8. h) He/she initiates both domestic and foreign policies.

The Cabinet.

The cabinet is made of the ministers appointed by the P.M with the approval of the monarch and nominated from the party with the majority of seats.

The cabinet performs the following functions;

  1. a) The cabinet ministers institute policies that guide the operations in the various departments of the ministry.
  2. b) Cabinet determines the policy to present to parliament for consideration.
  3. c) Cabinet is responsible for the coordination of government activity. E.g. all ministers must implement cabinet decisions with regard to their department.

The following conventions provide guidance on the operation of the cabinet;

  1. a) Once a government is defeated, on a major issue or on a vote of no confidence, it is expected to resign. A government whose party is defeated in General elections is expected to resign.
  2. b) The cabinet is drawn from the House of Commons and the House of Lords.
  3. c) The entire cabinet comes from the same political party of majority seats except during a crisis like war. Since 1945, Britain has never embraced a coalition.
  4. d) The advice offered by the cabinet must be accepted by the monarch, failure to which a crisis can occur.
  5. e) All members of the cabinet take the Oath of the Privy councillors and are bound to Secrecy by this oath and the official secrets Act.
  6. f) Members of the cabinet are collectively responsible for all decisions and actions as well as individually responsible of the departments they head.

The Civil Service

The British law stipulates the civil servants are servants of the crown. A civil servant is expected to non-partisan and to serve the government of the day without favour. Civil service staff does not change with change of government.

Recruitment In the civil service is based on merit.

Functions of the civil Service in Britain.

  1. a) It implements ministerial policies as agreed by parliament.
  2. b) It assists in formulation of policies and generation of policy proposals.
  3. c) It manages government administrative machinery.
  4. d) It carries out normal duties that public administration demands.

Principles that characterize the British civil service.

  1. a) The tradition of anonymity. Civil servants are taken to be carrying out the instructions of minister. Ministers get all the credit for all good, as well as censure for all that is criticized.
  2. b) The principal of civil service impartiality. Those civil services are expected to serve whichever minister is in office without partiality. Senior civil servants are not permitted to take part in national politics except voting.
  3. c) Ministers make policies and civil servants execute the policies.
  4. d) The tradition of assumption that it is not the task of the civil service to initiate change or take responsibility for planning future lines of social an d economic development.

The Judiciary.

The judiciary in Britain is based on the supremacy of the law. To safeguard the rule of law, the British Judiciary has an independent court system.

How judicial independence is ensured in Britain.

  1. a) The salaries of judges are not open to discussion by parliament.
  2. b) Since 1701, judges have always bee appointed on good behaviour until retirement.
  3. c) A Judge can only be dismissed by a resolution from both houses.

The structure of the British Court System.

(Further reading encouraged)

components of the British constitution.

  1. e) Statutes or acts of parliament e.g. act of union with Scotland of 1707.
  2. f) Customs-the accepted traditions e.g. the first-born of the sovereign succeeds the king /queen.
  3. g) Law of precedence-judges applies accepted principles to new set of facts.
  4. h) Custom of parliament e.g. the procedures of the two houses.
  5. i) Historical documents e.g. the Magna Carta.

THE USA

The origin of USA dates back to 1776, when the thirteen British Colonies declared their independence from Britain. USA is a federal government, a form of representative democracy comprising a union of 50 states

The adopted a new constitution in 1787 and has the following features.

  1. a) It is Federal in nature.
  2. b) A written constitution.
  3. c) Bill of rights is contained in it.
  4. d) The Supreme Court can only interpret it.
  5. e) Legislature is Bi-cameral i.e. the senate & the House of Representatives forming the congress/two houses.
  6. f) It caters for the separation of powers.
  7. g) Does not provide for secession of a member state.
  8. h) Federal government and individual states share power through their senators in congress i.e. in making laws.
  9. i) The president is the head of the federal government and governors are heads of state.
  10. j) It is the supreme law of the land.
  11. k) Amendment can only be done through a clearly laid down procedure.

The electoral process in USA.

There are three types of election held in USA.

  1. a) The election of the president.
  2. b) Congressional elections
  3. c) The state election involving election of state governors and state legislatures.

All candidates vying for various seats must be American citizens and must be residents in the area they aspire to represent. Age limit is 25 years for the representatives and 35 years for the president.During the lection year party primaries are held between March and May to choose presidential candidates.Party conventions are held in July to confirm winners of the primary elections.Each presidential candidate picks a running mate who becomes the vice president if the presidential candidate wins.Presidential elections are held after every 4 years (on 2nd November).The election of the president is determined indirectly by the Electoral College that comprises electors appointed by each state.

When a presidential candidate wins the popular vote in a state, he automatically wins all the state’s electors.Direct elections are done through popular vote of one man one vote.

Senators and members of the House of Representatives are elected after every two years.

Senators serve for a period of six years with a third of them elected after every 2 years.

Members of the House of Representatives serve for four years and are elected on party basis.Each state elects 2 representatives to the senate making a total of 100 senators for the 50 states.Election of House of Representatives is on the basis of state population. For example, the largest state, California has 52 representatives while Wyoming, the smallest has only one representative.State governors and legislators are elected after every 4 years.

Features of the US system of government.

  1. a) The federal government is made up of the legislature, executive and the judiciary.
  2. b) Each state within the federal government functions as a republic and enjoys equal status.
  3. c) The federal government and independent states share the power of formulating and enforcing laws.
  4. d) All states have their constitutions but they should not be contradicting to the Federal Constitution.
  5. e) The Supreme Court interprets the constitution.
  6. f) The congress (Senate and the House of Representatives) is the body entrusted with legislative powers.
  7. g) Senate membership is through popular vote of two members from each state for a period of six years.
  8. h) The House of Representatives members are elected for a period of two years based on the size of the population. However, each state has to have at least one representative.
  9. i) All treaties and appointments by the president have to be ratified by the senate.
  10. j) Presidential vote must be supported by two thirds of the votes of the house.
  11. k) The Supreme Court made up of the chief justice and eight associate judges heads federal judiciary.
  12. l) The president appoints federal judges with the approval of the senate.
  13. m) Courts in the judiciary include the court of appeal, the district courts and other special courts, all formed by the congress.
  14. n) All criminal cases are handled in the courts except the cases of impeachment, which are voted by the house with the approval of the senate.
  15. o) Foreign policy and Defence is the preserve of the Federal Government.

features of the state governments of U.S.A.

  1. a) Each state has a governor.
  2. b) Each state has a law court those carters for internal affairs.
  3. c) Each state provides educational, health facilities and public amenities for the welfare of the residents.
  4. d) Each state is responsible for its own development.
  5. e) Each state generates its own revenue necessary for discharging its responsibility.
  6. f) Each state has a bicameral legislature.
  7. g) Each state has a state police that maintains law and order.

Limitations of state governments in USA.

  1. a) No state is permitted to enter any treaty, alliance or confederation with other states or countries.
  2. b) No state may make her own currency.
  3. c) States are forbidden, unless congress approves, to levy duties on imports or exports.
  4. d) States are prohibited from maintaining armed forces.
  5. e) States are prohibited from entering into any agreement with foreign powers or engaging in war.

how the conduct of USA president is checked

  1. a) The senate approves presidential appointees to executive positions.
  2. b) Congress can refuse to approve the use of government funds for a foreign policy it disagrees with. E.g. war.
  3. c) The congress can impeach a sitting president if his conduct while in office is wanting.
  4. d) The Supreme Court has powers to declare that the president has acted unconstitutionally, a verdict which can damage his status.
  5. e) Any president is limited by the constitution to two four-year terms in office.
  6. f) Opinion polls normally reflect the wishes and feelings of the American people, which the sitting president cannot ignore.
  7. g) The mass media monitors and reports to the general public every action or speech of the president.

functions of the political parties in USA’

  1. a) Make electoral policies coherent.
  2. b) The party level helps voters to sort out through the candidates as parties usually stand for different policies.
  3. c) Parties help to put the desire of the people on the government policy agenda.
  4. d) Parties provide outlets for citizens to express their sentiments about nominees.
  5. e) Political party system provides accountability when the policies of the party fails/ voters hold candidates accountable.

differences existing between the House of Representatives and the senate in terms of membership.

  1. a) The house of representatives is larger with more than 436 members whereas the senate has only 100 members.
  2. b) The house of representatives has short period of office (2 years) but the senate is on for a long period of office (6 years)
  3. c) Members of the House of Representatives arte elected by constituencies whereas the senate is elected by the state.
  4. d) Easier qualification for candidates for membership to the House of Representatives. The senate demands stricter qualifications.
  5. e) The house of representatives is less prestigious than the senate.
  6. f) Rules of the House of Representatives are more rigid than the rules governing the senate.

functions of the USA president.

  1. a) He is the head of state.
  2. b) He appoints cabinet ministers and senior civil servants with approval of the congress.
  3. c) He is the commander-in-chief of the armed forces.
  4. d) He is the head of the federal government of USA and the defender of of its constitution.
  5. e) The president formulates the public policy.
  6. f) He can veto or override bills passed by the congress.
  7. g) As a head of the party in power, the president influences public opinion and thereby guides the course of the congress.
  8. h) He guides and controls foreign affairs and makes treaties.

India.

Describe the Indian electoral process.

  1. a) India’s parliament is composed of the Lower Chamber or House of The People (lok Sabha) and the Upper House or the Council of States (Rajya Sabha).
  2. b) The term of lok sabha is five years while that of rajya sabha is six years.
  3. c) Lok sabha consists of 545 elected members, 543 elected from each constituency created based on population size. The president nominates two.
  4. d) Political parties field candidates in each constituency.
  5. e) India’s universal adult suffrage is 18 years. Qualification age for vying is 25 years and above.
  6. f) The election commission, a constitution arm of the Indian electoral process oversees the elections.
  7. g) Candidates are required to declare their assets, age, educational qualifications and criminal history before being cleared to vie.
  8. h) Campaigning ends a day before the voting day. Government schools and colleges are chosen to be polling stations. Government servants are employed to man the polling stations.
  9. i) There is the use of electronic voting machines instead of ballot boxes.
  10. j) The candidate who gunners the most number of votes is declared the winner of the constituency.
  11. k) The party or coalition that has won the most number of seats is invited by the president to form the new government. The leader of the party becomes the prime minister.
  12. l) Rayja sabha consists of 250 members; the electoral college of India elects 248. The president nominates twelve members from among distinguished people.
  13. m) Every state is allotted a certain number of members.
  14. n) Candidate age limit is 30 years and above.

functions of a prime minister in India.

  1. a) He is the head of the federal government
  2. b) He is the leader of the house to which he belongs. (he can be either a member of the rajya sabha (upper house) or lok sabha.
  3. c) As head of the council of ministers, the prime minister oversees the work o all the ministries.
  4. d) Chairs cabinet meetings, which are normally held in the cabinet room of the prime ministers’ office.
  5. e) Guides the president on appointment to the cabinet.
  6. f) Participates in the law-making process as a member of the lok sabha.
  7. g) The prime minister has traditionally been the minister-in-charge of the department of space, atomic energy and the ministry of personnel, public governance and pensions
  8. h) Recommends persons for presidential awards.

functions of the Electoral Commission of India.

  1. a) Prepares electoral registers
  2. b) Setting dates for polling.
  3. c) Establishing and operating polling station.
  4. d) Allocation party symbols.
  5. e) Publishing electoral report.
  6. f) Accepting or rejecting nominations as per the law.
  7. g) Counting the votes.
  8. h) Drawing constituency boundary.

What conditions must one fulfill to be elected president in India

  1. a) He/she must be a citizen of India.
  2. b) He/she must have attained the age of 35 and above.
  3. c) He/she should not hold any office.
  4. d) He/she should be qualified to be elected as a member of the house of the people. (the lok sabha)

functions of the cabinet in the government of India.

  1. a) Formulation of policy issues affecting the management of the government of India.
  2. b) Defends the government policy.
  3. c) Ensures that the civil servants implement government policy.
  4. d) Advises the president.
  5. e) Gives approval to the budget and estimates of the expenditure.
  6. f) The cabinet exercises general direction and control of government departments.

STANDARD 8 SOCIAL STUDIES SCHEMES OF WORK TERM 1-3

Social Studies schemes of work

Standard Eight term I

  1. Our Lives Today pupil’s book 8
  2. Our Lives Today teacher’s guide book 8
WEEK

 

LESN TOPIC SUB-TOPIC OBJECTIVES TEACHERS ACTIVITIES LEARNER,S ACTIVITIES RESOURCES REFERENCES ASSMESSMENT REMARKS  
1 REPORTING AND PREPARATIONS    
2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Map reading Symbols By the end of the lesson the learner should be able to identify the u

se of symbols to read and  interpret maps

–        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Sketch maps

–        Charts showing symbols

–        Wall map

OLT PBK PG 2-4

OLT TGP1

Drawing maps    
2 Map reading Area By the end of the lesson the learner should be able to calculate the area of a given region –        Observing map

–        Drawing regions

–        Calculating area

–        Observing map

–        Drawing regions

–        Calculating area

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 4-6

OLT TGP1-2

Written exercise    
3 Map reading Area By the end of the lesson the learner should be able to identify types of scale –        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 6-9

OLT TGP3

Filling in blank spaces    
4 Map reading Distance /scale By the end of the lesson the learner should be able  convert measurements given a scale –        Identifying types of scale

–        Drawing symbols

–        Interpreting  a map

–        Identifying types of scale

–        Drawing symbols

–        Interpreting  a map

–        Sketch maps

–        Charts showing distance

OLT PBK PG 9-10  OLT TGP1-4 Written exercise    
5 Map reading Distance By the end of the lesson the learner should be able to  measure distance represented on a map –        Measuring

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Measuring

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Sketch maps

–        Charts showing compass point

–        Wall maps

OLT PBK PG 10-12

OLT TGP1-4

Oral exercise    
3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

1 Map reading Direction By the end of the lesson the learner should be able to describe the direction of places using compass point –        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting  a map

–        Observing maps

–        Identifying symbols

–        Drawing symbols

–        Interpreting bhjkjkjh

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 12-14

OLT TGP1-4

Drawing maps    
2 Map reading Colours By the end of the lesson the learner should be able to identify various conventional colours used on the map –        Explaining the meaning of colours

–        Observing maps

–        Identifying colours

–        Explaining the meaning of colours

–        Observing maps

–        Identifying colours

–        Maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 13-16

OLT TGP4-5

Written exercise    
3 Map reading Scales By the end of the lesson the learner should be able to identify types of scale –        Explanation

–        Observing maps

–        Identifying colours

–        Drawing symbols

–        Interpreting  a map

–        Explanation

–        Observing maps

–        Identifying colours

–        Drawing symbols

–        Interpreting  a map

–         Maps

–        Charts showing symbols

–        Wall maps

 

OLT PBK PG 17-18

OLT TGP6-7

Filling in blank spaces    
4 Physical environment  Effects of physical features By the end of the lesson the learner should be able to explain the effects of the physical features –        Explanation

–        Interpreting  a map features

–        Questioning

–        Explanation

–        Interpreting  a map features

–        Questioning

–        Maps

–        Charts showing symbols

–        Wall maps

 

OLT PBK PG18-23

OLT TGP8

Written exercise    
5 Physical environment Effect on human activity By the end of the lesson the learner should be able to explain how these features affect human activities –        Explanation

–        Identifying ways physical feature affect human activities

–        Explanation

–        Identifying ways physical feature affect human activities

–        Maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 23-24

OLT TGP9

Oral exercise    
 

1

Climate Traditional weather observation By the end of the lesson the learner should be able to identify traditional methods of weather observation –        Identifying traditional methods of weather observation

–        Questioning

–        Identifying traditional methods of weather observation

–        Questioning

–        Maps

–        Wall maps

Diagrams from pupils book

OLT PBK PG 25-26

OLT TGP10

Drawing maps    
  2 Climate Modern weather observation By the end of the lesson the learner should be able to observe and measure weather using Modern methods –        Discussion

–        Identifying modern methods of weather observation

–        Discussion

–        Identifying modern methods of weather observation

–        Maps

–        Wall maps

–        Diagrams from pupils book

OLT PBK PG 25-4

OLT TGP10

Written exercise    
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Climate Observing and measuring weather By the end of the lesson the learner should be able to record weather elements using modern methods –        Explanation

–        Identifying modern methods of weather recording

–        Explanation

–        Identifying modern methods of weather recording

–        Weather instruments

–        Diagrams from pupils book

OLT PBK PG 26

OLT TGP11

Filling in blank spaces    
4 Climate Factor influencing  climate By the end of the lesson the learner should be able to identify and describe factors influencing climate change –        Explanation

–        Identifying factor influencing weather

–        Discussion

–        Explanation

–        Identifying factor influencing weather

–        Discussion

–        Weather instruments

–        Weather chats

–        Wall maps

OLT PBK PG 27

OLT TGP11

Written exercise    
5 Climate Impact of climate change By the end of the lesson the learner should be able to describe the impact of climate change –        Explanation

–        Identifying factor influencing weather

–        Discussion

–        Explanation

–        Identifying factor influencing weather

–        Discussion

–        Weather instruments

–        Weather chats

–        Wall maps

OLT PBK PG 28

OLT TGP11

Oral exercise    
1 People and population

 

The stone age By the end of the lesson the learner should be able to trace the evolution and development o the early man –        Explanation

–        Identifying development of the early man

–        Discussion

–        Explanation

–        Identifying development of the early man

–        Discussion

–        Pictures of 5the early man

–        Diagrams from pupils book

OLT PBK PG 28-29

OLT TGP12

Drawing maps    
2 Evolution of early man The stone age By the end of the lesson the learner should be able to trace the evolution and development o the early man –        Explanation

–        Identifying development of the early man

–        Explanation

–        Identifying development of the early man

–        Pictures of early man

–        Map of prehistoric sites

OLT PBK PG 29-30

OLT TGP12

Written exercise    
3 Evolution of early man Pre-historic sites By the end of the lesson the learner should be able to  name and identify the prehistoric sites in Eastern Africa –        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Pictures of 5the early man

–        Diagrams from pupils book

OLT PBK PG -30

OLT TGP12

Filling in blank spaces    
4 Evolution of early man Prehistoric sites in eastern Africa By the end of the lesson the learner should be able to locate prehistoric sites in east Africa –        Explanation

–        Identifying prehistoric sites

–        Explanation

–        Identifying prehistoric sites

–        Pictures of 5the early man

–        Map of prehistoric sites

OLT PBK PG -31

OLT TGP12

     
5 Types of migration Rural- urban migration By the end of the lesson the learner should be able to  state the reason for migration from rural to urban centres –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Diagrams from pupils book

–        Map of town and villages

OLT PBK PG 32

OLT TGP13

     
6 1 Types of migration Rural-rural By the end of the lesson the learner should be able to state reasons for rural to rural migration –        Observing maps

–        Identifying reasons

–        Discussion

–        Observing maps

–        Identifying reasons

–        Discussion

–        PAPER CUTTING

OLT PBK8 PG32-33      
2 Types of migration Urban-urban By the end of the lesson the learner should be able to state reasons for urban to urban migration –        Observing maps

–        Identifying reasons

–        Discussion

–        Observing maps

–        Identifying reasons

–        Discussion

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK8 PG34      
3 Types of migration Urban – rural By the end of the lesson the learner should be able to state reasons for urban  to rural migration –        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK8 PG35-36      
4 Types of migration Migration into and from Kenya By the end of the lesson the learner should be able  to state reason for migration into and from Kenya –        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Diagrams from pupils book

–        Population pyramids

OLT PBK8 PG37-38 Drawing maps    
5 Types of migration Effects of migration By the end of the lesson the learner should be able to  state the effects of migration –        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Diagrams from pupils book

–        Population pyramids

OLT PBK8 PG38-40 Written exercise    
6 1 Factors influencing population growth Factors leading to slow population growth By the end of the lesson the learner should be able to identify the factors that lead to slow population growth –        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Sketch maps

–        Charts showing symbols

–        Wall map

OLT PBK8 PG41-42 Filling in blank spaces    
2 Factors influencing population growth Factors leading to rapid population growth By the end of the lesson the learner should be able to identify factors that lead to rapid population growth –        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Questioning

–        Observing maps

–        Identifying reasons

–        Discussion

–        Explanation

–        Questioning

–        Diagrams from pupils book

–        Population pyramids

OLT PBK PG 43

OLT SSTG PG 19

Written exercise    
3 Factors influencing population growth Problems of population growth By the end of the lesson the learner should be able to identify and explain problems of slow population growth and problems of rapid population growth –        Observing maps

–        Identifying reasons

–        Discussion

–        Observing maps

–        Identifying reasons

–        Discussion

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 44

OLT SSTG PG 19

Oral exercise    
4 Population growth  Managing slow population growth By the end of the lesson the learner should be able to explain ways of managing slow population growth –        Observing maps

–        Identifying reasons

–        Discussion

–        Observing maps

–        Identifying reasons

–        Discussion

–        Diagrams from pupils book

Local environment

OLT PBK PG 45

OLT SSTG PG 17

Drawing maps    
5

 

 

Population growth Managing rapid population growth By the end of the lesson the learner should be able to explain way of managing rapid population growth –        Explanation

–        Identifying ways

–        Discussion

–        Explanation

–        Identifying ways

–        Discussion

–        Diagrams from pupils book

–        Local environment

OLT PBK PG 46

OLT SSTG PG 17

Written exercise    
 

1

The population of Kenya The population of Kenya By the end of the lesson the learner should be able to identify and describe the structure –        Observing maps

–        Discussion

–        Explanation

–        Questioning

–        Observing maps

–        Discussion

–        Explanation

–        Questioning

–        Diagrams from pupils book

–        Local environment

OLT PBK PG 46

OLT SSTG PG 18

Filling in blank spaces    
7 MID TERM EXAMINATIONS    
8 2 The population of Kenya Population of Kenya By the end of the lesson the learner should be able to observe and measure weather using Modern methods –        Identifying modern methods of weather observation –        Identifying modern methods of weather observation –        Diagrams from pupils book

–        Local environment

OLT PBK PG 47

OLT SSTG PG 18

Written exercise    
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 Population of Kenya , Germany and India Comparison of population of Kenya, Germany and India By the end of the lesson the learner should be able to compare population of Kenya, German and India –        Explanation

–        Comparing

–        Observing

–        Questioning

–        Explanation

–        Comparing

–        Observing

–        Questioning

–        Diagrams from pupils book

–        Population pyramids

OLT PBK PG 48-50

OLT SSTG PG 20

Oral exercise    
4 The school How the school is managed By the end of the lesson the learner should be able to identify and describe how the schools are managed –        Explanation

–        Identifying factor

–        Discussion

–        Observation

–        Explanation

–        Identifying factor

–        Discussion

–        Observation

–        Pictures from the book

–        Resource person

OLT PBK PG 52

OLT SSTG PG 22

Drawing maps    
5 The school Role of the pupils in the school management By the end of the lesson the learner should be able to describe the role of the pupil in the school management –        Explanation

–        Identifying factor influencing weather

–        Explanation

–        Identifying factor influencing weather

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Written exercise    
1 The school

 

The role of the school in the society By the end of the lesson the learner should be able to trace the evolution and development o the early man –        Explanation

–        Identifying

–        Discussion

–        Explanation

–        Identifying

–        Discussion

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Filling in blank spaces    
2 The school Role of the school in he society By the end of the lesson the learner should be able to explain the role of the school in the society –        Observing maps

–        Discussion

–        Explanation

–        Questioning

–        Observing maps

–        Discussion

–        Explanation

–        Questioning

–        Pictures of school OLT PBK PG 52

OLT SSTG PG 22

Written exercise    
3 The  family Different marriage systems By the end of the lesson the learner should be able to  name and appreciate different marriage systems –        Explanation

–        Discussion

–        Observation

–        Explanation

–        Discussion

–        Observation

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Oral exercise    
4 The family Right and responsibilities in marriages By the end of the lesson the learner should be able to appreciate and respect the rights of individual within the family and society –        Explanation

–        Right and responsibility in marriage

–        Discussion

–        Observation

–        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Observation

–        Pictures of 5the family OLT PBK PG 52

OLT SSTG PG 22

Drawing maps    
5 The family Succession and inheritance By the end of the lesson the learner should be able to  explain and appreciate the inheritance and succession of family wealth and property –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Pictures of 5the family OLT PBK PG 52

OLT SSTG PG 22

Written exercise    
10 1 Agriculture Traditional forms of agriculture By the end of the lesson the learner should be able to identify and describe the tradition forms of agriculture –        Observing maps

–        Identifying symbols

–        Drawing

–        Observing maps

–        Identifying symbols

–        Drawing

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 52

OLT SSTG PG 22

Filling in blank spaces  
2 Agriculture Traditional agriculture

Crops grown

By the end of the lesson the learner should be able to name the subsistence crops grown in tradition agriculture –        Observing map

–        Drawing regions

–        Calculating area

–        Observing map

–        Drawing regions

–        Calculating area

–        Sketch maps

–        Charts showing agriculture

OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
3 Agriculture Tradition ways of storing food By the end of the lesson the learner should be able to identify ways of storing food traditionally and state methods used in farming –        Observing maps

–        Identifying symbols

–        Drawing symbol

–        Observing maps

–        Identifying symbols

–        Drawing symbol

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 52

OLT SSTG PG 22

Oral exercise  
4 Agriculture Settler farming in Kenya By the end of the lesson the learner should be able  identify areas where settler farming was practised and describe the methods of farming they used –        Conversion

–        Observing maps

–        Identifying Drawing

–        Conversion

–        Observing maps

–        Identifying Drawing

–        Local environment

–        Charts showing agriculture

OLT PBK PG 52

OLT SSTG PG 22

Drawing maps  
5 Agriculture Settlement schemes By the end of the lesson the learner should be able to  identify settlement schemes and state reasons for establishment of settlement schemes in Kenya –        Observing maps

–        Identifying symbols

–        Drawing

–        Observing maps

–        Identifying symbols

–        Drawing

–        Sketch maps

–        Charts showing compass point

–        Wall maps

OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
11 1 Agriculture Benefits and problems of settlement schemes By the end of the lesson the learner should be able to state the benefits and problems of settlement schemes –        Observing maps

–        Identifying

–        Drawing

–        Observing maps

–        Identifying

–        Drawing

–        Sketch maps

–        Charts showing

–        Wall map

OLT PBK PG 52

OLT SSTG PG 22

Filling in blank spaces  
2 agriculture Irrigation schemes, Ahero, Mwea and Pekerra By the end of the lesson the learner should be able to identify crop grown and irrigation method used in different irrigation schemes –        Explaining

–        Observing

–        Identifying

–        Drawing

–        Explaining

–        Observing

–        Identifying

–        Drawing

–        Pictures

–         Maps

OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
3 Agriculture Irrigation schemes, Ahero, Mwea and Pekerra By the end of the lesson the learner should be able to state the contribution of irrigation scheme to Kenyan economy –        Explanation

–        Observing

–        Drawing s

–        Questioning

–        Explanation

–        Observing

–        Drawing s

–        Questioning

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 52

OLT SSTG PG 22

Oral exercise  
4 Agriculture  Irrigation schemes, Ahero, Mwea and Pekerra By the end of the lesson the learner should be able to explain problems facing irrigation schemes n Kenya –        Explanation

–        Interpreting  a map features

–        Questioning

–        Explanation

–        Interpreting  a map features

–        Questioning

–        Maps

–        Charts showing symbols

–        Wall maps

OLT PBK PG 52

OLT SSTG PG 22

Drawing maps  
5 Agriculture Horticulture farming By the end of the lesson the learner should be able to explain the meaning of horticulture and crop grown –        Explanation

–        Identifying

–        Discussion

–        Explanation

–        Identifying

–        Discussion

–        Maps

–        Diagrams from pupils book

OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
 

1

Agriculture Horticulture farming By the end of the lesson the learner should be able to state the contribution of horticulture to the economy –        Explanation

–        Identifying t observation

–        Questioning

–        Explanation

–        Identifying t observation

–        Questioning

–        Maps

–        Wall maps

Diagrams from pupils book

OLT PBK PG 52

OLT SSTG PG 22

Filling in blank spaces  
  1 Agriculture   By the end of the lesson the learner should be able to state the problems facing agriculture –        Discussion

–        Identifying

–        Questioning

–        Discussion

–        Identifying

–        Questioning

–        Maps

–        Diagrams from pupils book

OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
12

 

 

13

 

3 Agriculture Horticulture farming in Kenya and Netherlands By the end of the lesson the learner should be able to compare horticulture farming in Kenya and in Netherlands –        Explanation

–        Identifying

–        Questioning

–        Explanation

–        Identifying

–        Questioning

–        Wall maps

–        Diagrams from pupils book

OLT PBK PG 52

OLT SSTG PG 22

Oral exercise  
4 Agriculture Fish farming By the end of the lesson the learner should be able to identify fish farming areas in Kenya and types of fish kept –        Explanation

–        Identifying f

–        Discussion

–        Explanation

–        Identifying f

–        Discussion

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Drawing maps  
5 Agriculture Fish farming in Kenya and Japan By the end of the lesson the learner should be able to compare fish farming in Kenya and Japan –        Explanation

–        Identifying

–        Discussion

–        Explanation

–        Identifying

–        Discussion

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
2 Revision Revision By the end of the lesson the learner should be able to  answer questions based on the work covered –        Revision

–        Asking and answering question

–        Revision

–        Asking and answering question

–        Revision paper

–        Book exercises

  Filling in blank spaces  
EXAMINATIONS  
14  

 

 

Social Studies schemes of work

Standard Eight term II

Year 2014

 

 

 

 

  1. Our Lives Today pupil’s book 8
  2. Our Lives Today teacher’s guide book 8
WEEK LSN TOPIC SUBTOPIC OBJECTIVES TEACHER’S ACTIVITIES LEARNER’S  ATIVITIES RESOURCES REFERENCES ASSESSMENT REMARKS
1

 

 

 

 

2

 

 

 

 

 

 1 Mining Distribution of minerals in Kenya By the end of the lesson the learner should be able to identify and locate the distribution of minerals in Kenya –        Identifying method of extraction

–        Discussion

–        Identifying method of extraction

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG85

OLT TG PG

 

Drawing maps  
2 Mining Extraction of minerals By the end of the lesson the learner should be able to identify methods used to extract minerals –        Explanation

–        Identifying method of extraction

–        Explanation

–        Identifying method of extraction

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG85

OLT TG PG

 

Written exercise  
3 Mining   By the end of the lesson the learner should be able to identify methods used to extract soda ash and fluorspar –        Explanation

–        Identifying method of extraction

–        Explanation

–        Identifying method of extraction

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG86

OLT TG PG

 

Filling in blank spaces  
4-5 Mining

 

  By the end of the lesson the learner should be able to identify methods used to extract limestone and ,diatomite and gemstone –        Identifying method of extraction

–        Discussion

–        Identifying method of extraction

–        Discussion

–        Pictures of the early man

–        Diagrams from pupils book

OLT PBK7 PG87

OLT TG PG

 

Written exercise  
1 Mining   By the end of the lesson the learner should be able to identify use of limestone diatomite and gemstone –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Picture cutting

OLT PBK7 PG88

OLT TG PG

 

Oral exercise  
3 Mining   By the end of the lesson the learner should be able to  identify ways of extracting sand, marble and sand   and state their uses –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Pictures of 5the early man

–        Diagrams from pupils book

OLT PBK7 PG89

OLT TG PG

 

Drawing maps  
4 Mining Problems of mining By the end of the lesson the learner should be able to state problems associated with mining   and effect of mining to the environment –        Observing chart

–        Identifying

–        Drawing

–        Observing chart

–        Identifying

–        Drawing

–        Pictures of 5the early man

–        Diagrams from pupils book

OLT PBK7 PG90

OLT TG PG

 

Written exercise  
5 Mining Contribution to the economy By the end of the lesson the learner should be able to  state the contribution of minerals to the economy  –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Pictures of 5the early man

–        Diagrams

OLT PBK7 PG91

OLT TG PG

 

Filling in blank spaces  
3 1 Forestry Distribution of forest in Kenya By the end of the lesson the learner should be able to identify and locate forests in Kenya  –        Identifying method of extraction

–        Discussion

–        Observing maps

–        Drawing symbols

–        Interpreting  a map

–        Sketch maps

–        Charts showing symbols

–        Wall map

OLT PBK7 PG 91

OLT TG PG

 

Drawing maps  
2 Forestry Problem facing forestry By the end of the lesson the learner should be able to describe problems facing forestry –        Explanation

–        Identifying method of extraction

–        Observing chart

–        Identifying

–        Drawing

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG92

OLT TG PG

 

Written exercise  
3 Forestry Deforestation By the end of the lesson the learner should be able to identify the effect of deforestation in Kenya  –        Explanation

–        Identifying method of extraction

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG92

OLT TG PG

 

Filling in blank spaces  
4 Forestry Conservation By the end of the lesson the learner should be able  list the ways of conserving forests  –        Identifying method of extraction

–        Discussion

–        Observing chart

–        Identifying

–        Drawing

 

–        Local environment

–        Sketch maps

OLT PBK7 PG92-92

OLT TG PG

 

Written exercise  
5 Forestry appreciating By the end of the lesson the learner should be able to  appreciate the need to conserve forests –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        Sketch maps

–        Charts

–        Wall maps

 

OLT PBK7 PG93

OLT TG PG

 

Oral exercise  
4 1 Soil Distribution of soils in Kenya By the end of the lesson the learner should be able to identify and locate major soil types in Kenya   –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        Sketch maps

–        Charts

–        Wall maps

 

OLT PBK7 PG94

OLT TG PG

 

Drawing maps  
2 Soil Uses of soil By the end of the lesson the learner should be able to identify uses of soil –        Observing chart

–        Identifying

–        Drawing

–        Observing chart

–        Discussion

–        explanation

 

–        Pictures

–         Maps

–        Charts

–        Wall maps

OLT PBK7 PG95

OLT TG PG

 

Written exercise  
3 Soil Soil erosion By the end of the lesson the learner should be able to identify types of soil erosion  –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Observing chart

–        Identifying

–        Drawing

–        Questioning

–         Maps

–        Charts

–        Wall maps

 

OLT PBK7 PG96

OLT TG PG

 

Filling in blank spaces  
4 Soil  Causes and effect of soil erosion By the end of the lesson the learner should be able to state causes and effects of soil erosion –        Explanation –        Explanation

–        Interpreting  a map features

–        Questioning

–        Maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG 97

OLT TG PG

 

Written exercise  
5 Soil Soil conservation By the end of the lesson the learner should be able to identify and describe soil conservation measures  –        Interpreting  a map features –        Explanation

–        Identifying ways

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG 98

OLT TG PG

 

Oral exercise  
5 1 Wildlife and tourism  Major game parks By the end of the lesson the learner should be able to identify and locate major game park  Questioning –        Drawing

–        Discussion

–        explanation

–        Maps

–        Diagrams from pupils book

OLT PBK7 PG98

OLT TG PG

 

Drawing maps  
 

 

 

 

 

 

 

6

 

 

 

3 Wildlife and tourism  Importance of wildlife By the end of the lesson the learner should be able to explain importance of wildlife –        Explanation –        Observing chart

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG100

OLT TG PG

Written exercise  
4 Wildlife and tourism  Problem facing wildlife By the end of the lesson the learner should be able to identify and describe problems facing wildlife  –        Interpreting  a map features –        Observing chart

–        Identifying

–        Drawing

–        Diagrams from pupils book OLT PBK7 PG103

OLT TG PG

Filling in blank spaces  
5 Wildlife and tourism  Conserving wildlife By the end of the lesson the learner should be able to describe ways of conserving wildlife  Questioning –        Drawing

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG105-117

OLT TG PG

Written exercise  
1 Wildlife and tourism  Major tourist attraction By the end of the lesson the learner should be able to identify major tourist attraction –        Explanation –        Explanation

–        Identifying

–        Discussion

–        Provisional paper

–        Diagrams from pupils book

OLT PBK7 PG156-117

OLT TG PG

Oral exercise  
2 Wildlife and tourism  Importance of tourism By the end of the lesson the learner should be able to state the importance of tourism –        Interpreting  a map features –        Explanation

–        Identifying

Discussion

–        Wall maps

Diagrams from pupils book

OLT PBK7 PG156-117

OLT TG PG

Drawing maps  
3 Wildlife and tourism  Problem facing tourism By the end of the lesson the learner should be able to identify and describe problems facing tourism Questioning –        Explanation

–        Identifying

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG156-117

OLT TG PG

Written exercise  
4 Industries Location of industries By the end of the lesson the learner should be able to explain factors influencing location of industries –        Explanation –        Explanation

–        Identifying

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG156-117

OLT TG PG

Filling in blank spaces  
5 Industries   Types  of industries By the end of the lesson the learner should be able to name types of industries –        Interpreting  a map features –        Explanation

–        Identifying

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG156-117

OLT TG PG

Written exercise  
7 MID TERM EXAMINATIONS  
8

 

 

 

1 Industries   Types of industries By the end of the lesson the learner should be able to identify and name   types of industries giving examples Questioning –        Discussion

–        observation

–        Questioning

–        Diagrams from pupils book

–        Local environment

OLT PBK PG 57

OLT SSTG PG 18

Oral exercise  
2-3 Industries  Jua-kali industries By the end of the lesson the learner should be able to indentify the reason for establishment of juakali industries –        Explanation –        Explanation

–        Comparing

–        Discussion

–        Observing

–        Diagrams from pupils book

–        Local environment

OLT PBK PG 58-

OLT SSTG PG 20

Drawing maps  
4 Industries  Benefit s By the end of the lesson the learner should be able to state  benefits of juakali industries –        Interpreting  a map features –        Explanation

–        Describing

–        Discussion

–        Pictures from the book

–        Resource person

OLT PBK PG 56

OLT SSTG PG 22

Written exercise  
5 Industries  Problems of Jua kali By the end of the lesson the learner should be able to highlight problems experienced by Jua kali industries Questioning –        Explanation

–        Identifying problems

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK PG 52

OLT SSTG PG 22

Drawing maps  
9

 

 

 

1 Industries  Importance of industries and contribution to economy By the end of the lesson the learner should be able to state the importance of industries and contribution to the economy –        Explanation –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        Diagrams from pupils book OLT PBK PG 52

OLT SSTG PG 22

Written exercise  
2 Industries  Problems facing industries By the end of the lesson the learner should be able explain problems facing industries  –        Interpreting  a map features –        Observing chart

–        Identifying

–        Discussion

–        Pictures of OLT PBK7 PG56

OLT TG PG

 

Filling in blank spaces  
3 Industries Effects to the environment By the end of the lesson the learner should be able to  explain impact of industries to the environment Questioning –        Explanation

–        Observing chart

–        Discussion

–        explanation

–        Diagrams from pupils book OLT PBK7 PG57

OLT TG PG

 

Written exercise  
4 Urbanization Factors influencing growth of town By the end of the lesson the learner should be able to explain factors influencing growth of town   –        Explanation –        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Observation

–        Diagrams from pupils book

–        Map of prehistoric sites

OLT PBK7 PG58

OLT TG PG

 

Oral exercise  
5 Urbanization Function of major town in Kenya By the end of the lesson the learner should be able to  state the function of major town in Kenya Questioning –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Picture

–        Diagrams from pupils book

–        Charts

OLT PBK7 PG60

OLT TG PG

 

Drawing maps  

 

10 1 Urbanization Major towns By the end of the lesson the learner should be able to locate major town in Kenya –        Observing chart

–        Identifying

–        Drawing

–        Observing chart

–        Discussion

–        explanation

 

–        Sketch maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG61

OLT TG PG

 

Drawing maps  
2 Urbanization Problem facing urban centres By the end of the lesson the learner should be able to identify problems facing urbanization –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        explanation

–        Sketch maps

–        Charts showing urban centre

–        Wall map

OLT PBK7 PG62

OLT TG PG

 

Written exercise  
3 Urbanization Attempt to solve these problems By the end of the lesson the learner should be able to explain attempt being made to solve problems  facing urban centres –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        explanation

 

–        Sketch maps

–        Charts showing urban centres

OLT PBK7 PG63

OLT TG PG

 

Filling in blank spaces  
4 Urbanization   By the end of the lesson the learner should be able  listing ways to solve problems facing urban centres –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Discussion

–        explanation

 

–        Local environment

–        Sketch maps

–        Charts

OLT PBK7 PG64

OLT TG PG

 

Written exercise  
5 Urbanization   By the end of the lesson the learner should be able to  locate where pyrethrum is grown and identify its uses –        Explanation

–        Identifying development of the early man

–        Discussion

–        Observing chart

–        Identifying

–        explanation

 

–        Sketch maps

–        Charts showing compass point

–        Wall maps

OLT PBK7 PG65

OLT TG PG

 

Oral exercise  
11

 

 

 

 

 

 

1 Co-operative society Types of agriculture co-operative By the end of the lesson the learner should be able to name and identify types of co-operative   –        Describing the partition

–        Explanation

–        Observing chart

–        Identifying

–        Drawing

–        Charts

showing cooperatives societies

OLT PBK7 PG66

OLT TG PG

 

Drawing maps  
2 Co-operative Functions of co-operative By the end of the lesson the learner should be able to state the function of agriculture cooperatives  –        Explanation

–        Describing

–        Discussion

–        Observation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        Charts

showing cooperatives societies

OLT PBK7 PG67

OLT TG PG

 

Written exercise  
3 Co-operative Benefits of agriculture cooperatives By the end of the lesson the learner should be able to identify benefit of agriculture co-operatives  –        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Observing chart

–        Identifying

–        Drawing

–         Charts

showing cooperatives societies

OLT PBK7 PG68

OLT TG PG

 

Filling in blank spaces  
4 Co-operatives  Challenges By the end of the lesson the learner should be able to identify challenges facing agriculture co-operatives –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Interpreting  a map features

–        Questioning

–        Charts

showing cooperatives societies

OLT PBK7 PG70

OLT TG PG

 

Written exercise  
5 Co-operatives   By the end of the lesson the learner should be able to appreciate benefit s of agriculture cooperatives –        Explain the benefits of cooperatives

–        Discuss

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Charts

–        showing cooperatives societies

OLT PBK7 PG70

OLT TG PG

 

Oral exercise  
 

1

Transport and communication  Forms and function By the end of the lesson the learner should be able to identify forms and function of communication  –        identify forms of communication

–        explain the functions

–        Explanation

–        Identifying observation

–        Questioning

–        Maps

–        Wall maps

Diagrams from pupils book

OLT PBK7 PG71

OLT TG PG

 

Drawing maps  
12 2 Transport and communication  Problem By the end of the lesson the learner should be able to explain problems facing different form of transport –        identify problems of communication –        Discussion

–        observation

–        Questioning

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG72

OLT TG PG

 

Written exercise  
 

 

3 Transport and communication  Road safety By the end of the lesson the learner should be able to identify major road sign and explain causes of accidents -explain the causes of  accident

-identifying road sign

–        Explanation

–        Questioning

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG73

OLT TG PG

 

Filling in blank spaces  
4 Transport and communication    By the end of the lesson the learner should be able to state suggest ways of preventing accidents and demonstrate first aid skills –        identify forms of communication

–        discussion

–        Observing chart

–        Identifying

–        Drawing

–        Diagrams from pupils book OLT PBK7 PG74

OLT TG PG

 

Written exercise  
5 Transport and communication  Forms and function of communication By the end of the lesson the learner should be able to state identify forms and state the function of communication explain the functions –        Observing chart

–        Identifying

–        Drawing

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG75

OLT TG PG

 

Oral exercise  
 

13

1 Transport and communication  Problem facing communication system By the end of the lesson the learner should be able to explain problems facing communication systems –        identify forms of communication –        Identifying

–        Drawing

–        Discussion

–        explanation

    Drawing maps  
  2 Trade  Role of government in trade By the end of the lesson the learner should be able to identify and appreciate the role of government in trade explain the role of government in trade –        Observing chart

–        Discussion

–        explanation

–        Maps

–        Charts showing symbols

–        Wall map

OLT PBK7 PG76

OLT TG PG

 

Written exercise  
3 Trade Export and import By the end of the lesson the learner should be able to identify export from Kenya and import to Kenya –        identify forms of export and import to Kenya –        Observing chart

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG77

OLT TG PG

 

Filling in blank spaces  
 

4

Trade Importance of trade By the end of the lesson the learner should be able to explain the importance of trade  explain the importance of trade –        Explanation

–        observation

–        Questioning

–        Wall maps

Diagrams from pupils book

OLT PBK7 PG78

OLT TG PG

 

Written exercise  
14 5 Revision examination By the end of the lesson the learner should be able to answer revision questions correctly  –        identify forms of communication –        Discussion

–        observation

–        Questioning

–        Examination papers OLT PBK7 PG80-84

OLT TG PG

 

Oral exercise  

 

 

Social Studies schemes of work

Standard Eight term III

Year 2014

 

 

 

 

  1. Our Lives Today pupil’s book 8
  2. Our Lives Today teacher’s guide book 8

 

 

 

 

 

WEEK LSN TOPIC SUBTOPIC OBJECTIVES TEACHER’S ACTIVITIES LEARNER’S ACTIVITIES RESOURCES REFERECES ASSESSMENT REMARKS
1 REPORTING AND PREPARATIONS  
2

 

 

 

 

 

 

 

 

 

 

 

 

 

3

 

 

 

1 Political development and systems  Early political associations  in Kenya By the end of the lesson the learner should be able to identify early political association  in Kenya up to 1939 –        Observing chart

–        Identifying

–        Early political association

–        Observing chart

–        Identifying

–        Drawing

–        Maps

–        Diagrams from pupils book

OLT PBK7 PG130

OLT TG PG

 

   
2 Political development and systems  Early political associations  in Kenya (EAA) By the end of the lesson the learner should be able to describe the role played by East Africa association in the struggle for independence   –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG131

OLT TG PG

 

Drawing maps  
3 Political development and systems  Early political associations  in Kenya  (YKA) By the end of the lesson the learner should be able to describe the role played by Young Kikuyu Association  in the struggle for independence   –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG133-134

OLT TG PG

 

Written exercise  
5 Political development and systems  Early political associations  in Kenya  (KCA) By the end of the lesson the learner should be able to describe the role played by Kikuyu Central Association the struggle for independence   –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG135

OLT TG PG

 

Filling in blank spaces  
1   (KTWA) By the end of the lesson the learner should be able to describe the role played by Kavirondo Tax Payer Welfare association  the struggle for independence   –        Explanation

–        Identifying development of the early man

–        Discussion

–        Explanation

–        Identifying development of the early man

–        Discussion

–        Diagrams from pupils book OLT PBK7 PG139

OLT TG PG

 

Written exercise  
2 The legislative Council (LegCo)  Nomination to LegCo By the end of the lesson the learner should be able to identify African member to the Leg CO –        Describing the partition

–        Explanation

–        Describing the partition

–        Explanation

–        Picture cuttings

–        Diagrams from books

OLT PBK7 PG140

OLT TG PG

 

Oral exercise  
3   The role of Leg Co By the end of the lesson the learner should be able to  describe  the role played by Leg Co in struggle for independence  –        Explanation

–        Describing

–        Discussion

–        Observation

–        Explanation

–        Describing

–        Discussion

–        Observation

–        Diagrams from pupils book OLT PBK7 PG143-45

OLT TG PG

 

Drawing maps  
4   The Second world war (1939-1945) By the end of the lesson the learner should be able to identify the effect of world War 2 on struggle for impendence –        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Pictures of –

–        Diagrams from pupils book

OLT PBK7 PG146-149

OLT TG PG

 

Written exercise  
5   Kenya Africa study Union, Kenya African union By the end of the lesson the learner should be able to  name founder member of political association –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Explanation

–        Identifying

–        Discussion

–        Observation

–        Pictures Diagrams from pupils book

 

OLT PBK7 PG150

OLT TG PG

 

Filling in blank spaces  
4 1     By the end of the lesson the learner should be able to explain the role of political  movement in the struggle for independence –        Observing chart

–        Identifying

–        Drawing

–        Observing maps

–        Identifying political role

 

–        Charts showing scramble of Africa

–        Wall maps

OLT PBK7 PG152

OLT TG PG

 

Written exercise  
2 The MAUMAU, KANU, KADU,APP   By the end of the lesson the learner should be able to identify founder and explain role of political association and movements in struggle for independence  –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing map

–        Observing chart

–        explanation

–        Charts showing scramble of Africa

–        Wall maps

OLT PBK7 PG152

OLT TG PG

 

Oral exercise  
3 Attainment of independence Events leading to attainment of independence By the end of the lesson the learner should be able to describe the events that took place in the attainment of independence –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

 

–        Charts showing scramble of Africa

–        Wall maps

 

OLT PBK7 PG153

OLT TG PG

 

Drawing maps  
4   Kenya become republic By the end of the lesson the learner should be able  describe how Kenya got Mandaraka and become a Republic  –        Observing chart

–        Identifying

–        Drawing

–        Discussion

–        explanation

–        Conversion

–        Observing chart

–        Identifying

–        Local environment

–        Wall map

OLT PBK7 PG154

OLT TG PG

Written exercise  
5 Political development major political event By the end of the lesson the learner should be able to  identify major political development and events since 1963 –        Explanation

–        Identifying development of the early man

–        Discussion

–        Observing chart

–        Identifying

–        Drawing

–        Sketch maps

–        Charts

–        Wall maps

OLT PBK7 PG154

OLT TG PG

Filling in blank spaces  
5

 

 

 

1   Major political development By the end of the lesson the learner should be able to describe the and appreciate the political changes taking place in Kenya   –        Describing the partition

–        Explanation

–        Demonstration

–        Drawing

–        Discussion

–        explanation

–        Pictures of prominent leaders OLT PBK7 PG154

OLT TG PG

 

Written exercise  
2 Prominent  Kenyans  Mzee Jomo Kenyatta By the end of the lesson the learner should be able to describe life and appreciate contribution of Mzee Jomo Kenyatta  to the independence of his country –        Explanation

–        Describing

–        Discussion

–        Observation

–        Demonstration

–        Drawing

–        Discussion

–        explanation

–        Pictures of prominent leaders OLT PBK7 PG154

OLT TG PG

 

Oral exercise  
3 Prominent  Kenyans  Daniel Arap Moi By the end of the lesson the learner should be able to describe life and appreciate contribution of Daniel Arap Moi  in struggle for independence of his country –        Explanation

–        Identifying prehistoric sites

–        Discussion

–        Demonstration

–        Drawing

–        Discussion

–        explanation

 M Pictures of prominent leaders OLT PBK7 PG155

OLT TG PG

 

Drawing maps  
4 Prominent  Kenyans   Oginga  Odinga By the end of the lesson the learner should be able to describe life and appreciate contribution of Oginga Odinga  to the nation –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Demonstration

–        Drawing

–        Discussion

Pictures of prominent leaders OLT PBK7 PG155

OLT TG PG

Written exercise  
5 International co-operation   The united nation (UN) By the end of the lesson the learner should be able to describe the formation of united nation –        Explanation

–        Identifying

–         Discussion

–        Maps showing

international co-operations

OLT PBK7 PG156

OLT TG PG

Filling in blank spaces  
  International co The united nation (UN) By the end of the lesson the learner should be able describe and identify the agencies of and functions of (UN) –        Demonstration

–        Drawing

–        Discussion

–        Maps showing

international co-operations

OLT PBK7 PG156

OLT TG PG

Written exercise  
6 MID TERM EXAMINATIONS  
  1 International co The united nation (UN) By the end of the lesson the learner should be able to highlight the achievement of the (UN) –        Observation

–        Demonstration

–        Drawing

–        Maps showing

–        international co-operations

OLT PBK7 PG157

OLT TG PG

Oral exercise  
 

 

 

 

 

7

 

 

3 International co The united nation (UN) By the end of the lesson the learner should be able to state the failure and problems facing  the (UN) –        Explanation

–        Observation

–        Discussion

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG158

OLT TG PG

Drawing maps  
4 Common wealth Common wealth By the end of the lesson the learner should be able to describe the formation of the common wealth –        Explanation

–        Identifying factor

–        Discussion

–        Maps showing

–        international co-operations

OLT PBK7 PG159

OLT TG PG

 

Written exercise  
5   Common wealth By the end of the lesson the learner should be able to the functions of the common wealth –        identify forms of communication –        Discussion

–        explanation

–        Questioning

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG160

OLT TG PG

Filling in blank spaces  
1   Achievement of common wealth By the end of the lesson the learner should be able state functions of common wealth explain the functions of common wealth –        Explanation

–        Discussion

–        Maps showing

–        international co-operations

OLT PBK7 PG160

OLT TG PG

Written exercise  
2   Failure of  commonwealth By the end of the lesson the learner should be able to outline the failure of the  commonwealth –        identify failure of the common wealth –        Discussion

–        explanation

Questioning

–        Maps showing

international co-operations

OLT PBK7 PG161

OLT TG PG

 

Oral exercise  
3   Problems of the common wealth By the end of the lesson the learner should be able to  state the problems faced by the common wealth explain the common wealth problems –        Discussion

–        explanation

–        Questioning

–        Maps showing

–        international co-operations

OLT PBK7 PG161

OLT TG PG

 

Drawing maps  
4 Citizenship Importance By the end of the lesson the learner should be able to explain the impotance of good citizenship  –        identify forms of communication –        Explanation

–        Discussion

–        Observation

–        Diagrams from the books OLT PBK7 PG162

OLT TG PG

 

Written exercise  
5   Loss of Kenya citizenship By the end of the lesson the learner should be able  to outline the condition under which one can lose/his or her citizenship –        Explanation

–        Identifying

–        Discussion

–        Observation

–        Diagrams from pupils book

OLT PBK7 PG162

OLT TG PG

 

Filling in blank spaces  
8 1 Democracy and human right Types of democracy By the end of the lesson the learner should be able to state types of democracy –        identify forms of communication –        Observing maps

–        Identifying s

–        Charts showing human rights OLT PBK7 PG152

OLT TG PG

Written exercise  
2   Political parties in Kenya By the end of the lesson the learner should be able to describe some political parties in Kenya and their policies  explain the functions –        Drawing

–        Discussion

–        explanation

–        Charts showing political parties

 

OLT PBK7 PG152

OLT TG P

Oral exercise  
3   Role of political parties By the end of the lesson the learner should be able to describe the role of political parties in a democracy  –        identify role of political party –        Observing chart

–        Discussion

–        explanation

–        Charts showing political parties

 

OLT PBK7 PG153

OLT TG PG

Drawing maps  
4   Benefits By the end of the lesson the learner should be able  state the benefits  of a democracy explain the benefits of democracy –        Conversion

–        Observing chart

–        explanation

–        Charts showing political parties

 

OLT PBK7 PG154

OLT TG PG

Written exercise  
5   The bill of right By the end of the lesson the learner should be able to  state human right and appreciate the bill of right  –        identify human rights

–        discuss bill of right

–        Observing chart

–        Identifying

–        Drawing

–        Charts showing bill of right

OLT PBK7 PG154

OLT TG PG

Filling in blank spaces  
9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10

1 Law, peace and reconciliation Symbols of national unity By the end of the lesson the learner should be able to identify the symbols of national unity   identify the symbols of national unity –        Demonstration

–        Drawing

–        Discussion

–        explanation

–        a flag

–        Charts showing symbol of national unity

OLT PBK7 PG154

OLT TG PG

 

Written exercise  
2   Factors promoting national unity By the end of the lesson the learner should be able to state factors that promote national unity identify factors that promote national unity

–        explain the factor

–        Demonstration

–        Drawing

–        Discussion

–        explanation

–        a flag

Charts showing symbol of national unity

OLT PBK7 PG154

OLT TG PG

 

Oral exercise  
3   Importance of national unity By the end of the lesson the learner should be able explain the importance of national unity  –        identify forms of communication –        Demonstration

–        Drawing

–        Discussion

–        explanation

–        a flag

Charts showing symbol of national unity

OLT PBK7 PG155

OLT TG PG

 

Drawing maps  
4    Factors undermining national unity By the end of the lesson the learner should be able to identify factor undermining national unity explain the functions –        Demonstration

–        Drawing

–        Discussion

 

–        a flag

Charts showing symbol of national unity

OLT PBK7 PG155

OLT TG PG

 

Written exercise  
5 The government of Kenya  The Kenyan constitution By the end of the lesson the learner should be able state the process of making, amending and reviewing the Kenya’s constitution –        describing the process of making constitution –        Explanation

–        Note taking

–        Discussion

–        Questioning

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG173

OLT TG PG

 

Filling in blank spaces  
1 The government of Kenya   Formation of the government By the end of the lesson the learner should be able to explain the process of making the government  explain the process of making the government –        Explanation

–        Questioning

–        Drawing

–        Maps

–        Charts

–        Wall maps

OLT PBK7 PG1

OLT TG PG

 

Drawing maps  
2 The government of Kenya  Loss of parliamentary seat By the end of the lesson the learner should be able to explain how one may lose parliament seat  –        identify way one may lose seat in parliament –        Note taking

–        Discussion

–        Explanation

–        Diagrams from pupils book OLT PBK7 PG174

OLT TG PG

Written exercise  
3 The government of Kenya  Conducting national election By the end of the lesson the learner should be able to describe  the process of national election explain the functions –        Explanation

–        observation

–        Questioning

–        Diagrams from pupils book OLT PBK7 PG175

OLT TG PG

Filling in blank spaces  
  4   Participating in government and civic life By the end of the lesson the learner should be able to describe  state ways of participating in government and civic life Describe

Explain  the functions

–        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing symbols

OLT PBK7 PG175

OLT TG PG

 

Written exercise  
  5     By the end of the lesson the learner should be able to describe  the process of national election –        Describe the process of election

–        explain the functions

–        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing symbols

OLT PBK7 PG175

OLT TG PG

 

Oral exercise  
11 1 The arms of the government The arms of the government

Executive

By the end of the lesson the learner should be able to describe the composition and functions of cabinet and civil servant –        identify forms of communication –        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing arms of government

OLT PBK7 PG175

OLT TG PG

 

Drawing maps  
  2   Legislature By the end of the lesson the learner should be able to describe the composition of legislature, describe the process of legislation and state function of parliament explain the functions –        Discussion

–        Identifying observation

–        Questioning

–        Draft constitution

–        Wall maps

–        Diagrams from pupils book

OLT PBK7 PG170-180

OLT TG PG

 

Written exercise  
  3   Judiciary By the end of the lesson the learner should be able to describe the composition judiciary –        identify forms of communication –        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing judiciary

OLT PBK7 PG175

OLT TG PG

 

Drawing maps  
  4   Sources of government revenue and forms of government expenditure By the end of the lesson the learner should be able to describe the sources of government revenue and how it spend its money explain the functions –        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG175

OLT TG PG

 

Written exercise  
  5   Local authority By the end of the lesson the learner should be able to name types of local authority ,describe process of electing officers, their functions and relationship with the government –        identify forms of communication –        Discussion

–        Identifying observation

–        Questioning

–        explanation

–        Pictures

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG175

OLT TG PG

 

Filling in blank spaces  
12 1-2   National defence By the end of the lesson the learner should be able to –identify organs of national defence

-appreciate the need of national defence  and explaining their role in maintaining law and order

Identify organs of the national defence

Discussing

–        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing symbols

–        Wall maps

OLT PBK7 PG118-180

OLT TG PG

 

Written exercise  
  3-5     By the end of the lesson the learner should be able to describe the sources of government revenue identify sources of government revenue –        Discussion

–        Identifying observation

–        Questioning

–        Pictures

–         Maps

–        Charts showing symbols

OLT PBK7 PG118-180

OLT TG PG

 

Oral exercise  
13   REVISION AND EXAMINATIONS

 

 

 

Business Studies KCSE Mock Exams and Answers {Latest Best Collections}

565/1

NAME…………………………………ADM .NO………………INDEX NO.………..………

SIGNATURE…………………………………………..……DATE……………………………..

KENYA CERTIFICATE OF SECONDARY EDUCATION

 

MOCKS 1 2023

 

BUSINESS STUDIES

Paper 1

TIME: 2 HOURS

 

 

Instructions to Candidates

  • Write your name and index number in the spaces provided above.
  • Sign and write the date of the examination in the spaces provided above.
  • This paper consists of 25
  • Answer ALL questions in the spaces provided
  • This paper consists of 9printed pages. Candidates should check the question paper to ascertain that all the pages are printed as indicated and that no questions are missing
  • Candidates should answer the questions in English

 

For Examiner’s Use Only

 

 

Question 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Marks                              

 

Questions 16 17 18 19 20 21 22 23 24 25
Marks                    

 

 

TOTAL MARKS

 

  1. State four benefits of learning business studies to a Kenyan student             (4mks)
  2. ………………………………………………………………………………………
  3. ………………………………………………………………………………………
  • ………………………………………………………………………………………
  1. ………………………………………………………………………………………
  2. Highlight four measures a business may take to ensure that its environment is conducive to its business activities             (4mks)
  3. ………………………………………………………………………………………
  4. ………………………………………………………………………………………
  • ………………………………………………………………………………………
  1. ………………………………………………………………………………………
  2. State four factors to consider when evaluating a viable business opportunity (4mks)
  3. ………………………………………………………………………………………
  4. ………………………………………………………………………………………
  • ………………………………………………………………………………………
  1. ………………………………………………………………………………………

 

  1. Most organizations have come up with customer care desks. outlinethree functions that they play .             (3mks)
  2. ………………………………………………………………………………………
  3. ………………………………………………………………………………………

iii.            ………………………………………………………………………………………

  1. ……………………………………………………………………………………

 

 

 

  1. Identify the documents that each of the following descriptions refer to             (4mks)
Description Document
i.                 Used to inform buyer that seller has received the order  
ii.               Used to ask about the availability of goods.  
iii.             Used to organize for transportation of goods between seller and buyer  
iv.             Used to show goods sold on credit  
  1. State four factors affecting the circular flow of income                              (4mks
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. The following balances were extracted from the books of WINNICO Limited on 31stDecember 2020.
Item Ksh.
Capital 150,000
Furniture 110,000
Purchases 285,000
Hawi (supplier) 180,000
Sales 230,000
Wages paid 41,000
Return inwards 5,000
Return outwards 15,000
Cash 139,000
Rent received 5,000

Prepare the trial balance of the business as of 31st December 2020             (5mks)

 

 

 

 

 

 

 

 

 

 

 

 

  1. The information given below relates to Jomo Traders for the year ended 31stAugust 2021

Rate of stock turn over              3 times

Mark -up                                     20%

Opening stock                         ksh. 90,000

Closing stock                          ksh. 150,000

Required

  1. Gross profit             (2mks)

…………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

  1. Sales             (2mks)

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………

  1. Highlight four features of services . (4mks)
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. State four causes of seasonal unemployment in Kenya             (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. Highlight four circumstances under which the capital of a business may change (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………

 

 

  1. On 1 January 2006, Romano Traders started sh. 180,000 in cash and sh. 170,000 at bank. During the month, the following transactions took place:

2006

January 10 paid ABM Traders sh. 25,000 by cheque less sh. 1000 cash discount

16 sold goods for sh. 14,000 cash.

31 Banked all the cash except sh. 5,200

Enter the above transactions in the relevant cash book  and balance it off. (4mks)

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………

  1. List four clauses of memorandum of association for joint stock companies (4mks)
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. State four causes of demand- pull inflation             (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. State four activities carried out in the process of distribution             (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. Outline four structural changes that may take place when a country is experiencing economic development (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. State four reasons why it is suitable to locate a bonded warehouse at the point of entry of a country             (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. Highlight four reasons why business still use radios to promote their products despite other highly advanced media                         (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. State four factors that may lead to an increase in market supply of a product (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………

 

 

  1. State reward of each factor of production (4mks)
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. Highlight four methods used by a monopolistic firm to differentiate its products (4mks)
  3. ………………………………………………………………………………
  4. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………
  2. Juma wholesalers owned a motor vehicle at ksh. 2,000,000 which they comprehensively insured for ksh. 1,600,000. The vehicle was involved in an accident and written off. determine the amount of money Jumawholesalers should expect to get from their insurer

…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………

  1. State four ways in which the government is involved in business activities. (4marks)
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………

 

 

  1. State four ways in which the nature of goods would influence the choice of transport

(4mks)

  1. ………………………………………………………………………………
  2. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………

 

  1. State four advantages of locating a firm near the source of raw materials             (4mks)
  2. ………………………………………………………………………………
  3. ………………………………………………………………………………
  • ………………………………………………………………………………
  1. ………………………………………………………………………………

 

565/2

NAME……………………………………..………………ADM .NO………………………..………

SIGNATURE…………………………………………..……….DATE………………….………….

.

KENYA CERTIFICATE OF SECONDARY EDUCATION

 

MOCKS 1 2023

 

BUSINESS STUDIES

Paper 2

TIME: 21/2 hours

 

Instructions to Candidates

  • Write your name and index number in the spaces provided above.
  • Sign and write the date of the examination in the spaces provided above.
  • This paper consists of 6
  • Answer ANY FIVE questions in the spaces provided
  • This paper consists of 3printed pages. Candidates should check the question paper to ascertain that all the pages are printed as indicated and that no questions are missing
  • Candidates should answer the questions in English
 

Question

Maximum

score

Candidates

score

  20  
  20  
  20  
  20  
  20  
   

 

 

 

 

 

 

 

 

  1. (a) ExplainfivemeasuresthatKenyamaytaketocontrolunemploymentproblem (10 marks)

(b) Highlightfivedifferencesbetweendirecttaxandindirecttax .                            (10 marks)

 

  1. (a) Explain the meaning and significance in each of the following terms as used in foreign trade.

(10 marks)

  1. Terms of trade.
  2. Balance of payment.
  • Exchange rate.
  1. Balance trade.
  2. Common market.

(b)Explainfivefunctionsofthenationalbudgetasatoolofplanning.                          (10 marks)

 

  1. (a)Discuss five factors that have led to survival of small-scale retailers despite competition from

Supermarkets.                                                                                                       (10 marks)

(b)ThefollowingbalanceswereextractedfromthebooksofMuteitraderson31stDecember,2017.

Shs

Gross profit                    800,000

General expenses           180,000

Buildings                        1,250,000

Equipment                      380,000

Capital                            1,400,000

Furniture                         117,000

Insurance                        48,000

Stock                               25,000

Commission income      125,800

Discount allowed           55,000

Discount received          56,200

Bank Overdraft               79,000

Salaries and wages         320,000

Creditors                         90,000

Carriage outwards           60,000

Debtors                            65,500

Carriage inwards             34,500

Cash                                 51,000

 

Prepare:

  • Profitandlossaccountfortheperiodended31st
  • Balance sheet as at 31stDecember,2017. (10marks)

 

 

  1. (a) Highlightfivebenefitsaccruingtoasellerwhousesthepersonalsellingmethod

to promote herproducts.                                                    (10marks)

(b)The following transactions relate to Furaha traders for the month of July,2008

July 1  : Balance brought down cash sh.16,250 and Bank Shs.19,847

July2   : Sold goods worth Shs.1,348 to Patel and received a calculator in exchange

July 5  : Paid transport by cheque Shs.2,000

July 6  : Issued a cheque to Kerio Traders setting an invoice for Shs.10,000 deducting 2%

cash discount

July 10: Transfer Shs.15 000 from cash till to bank

July 12: Sold goods for cash Shs.12,000 less 2% cash discount

July 13: Sold goods to Onyango on credit worth Shs.15, 000

July 14: The owner of the business withdrew Shs.3000 in cash to buy a present for his

daughter

July 16 : Received a cheque from Kuria Shs.2,500 less 5 % cash discount

July 22 : Bought furniture from Babu Traders on credit worth Shs.16,500 and cash

discount of 10% if payment is made within 2 weeks

July 24: Withdrew cash from bank for office use Shs8,000

July 26: The owner brought into the business Shs.9,000 cash

July 27: Issued a cheque to Babu Traders for amount due

July 28: Sold goods to Kuria worth Shs.5,000 for Shs.3,800 and received payment by

cheque

July 30: Banked all cash and remained with Shs.100 in the cash till

Required;   Prepare Furaha Traders three column cash book for the month of July 2008.

(10 marks)

 

  1. a)Explainfivemeansofwrittencommunication. (10marks)
  2. b) Explainfivemeasuresthatareadoptedbythegovernmenttoprotectconsumers

againstexploitation.                                                                          (10marks)

 

  • (a) Explainfive(10marks)

( b) Commodity A and B are subtitute products. Using well label diagrams explain

how increase in supply of commodity A would affect the equilibrium price and quantity

demanded of commodity B.               (10mks)

 

 

 

 

 

 

…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………

 

MOCKS 1 2023

 

BUSINESS PP1 MS

 

    • Torelateknowledge,skills,andattitudestodaytoday.
    • Self-
  1. Highlight four measuresa bustoensurethatitsenvironmentisconduciveto its businessactivities.
    • Ensuringthebusinessoperatesinsurroundingthatarecleanandattractiveto
    • e.,relevant permitsandlicenseshavebeenobtained.
    • Thatallgovernmenttaxesarepaidpromptly
  2. Statefourfactors to
    • Potentialprofits
    • Availability ofmarket
    • Availability of rawmaterials
    • Amount of capitalrequired
    • Level ofcompetition
    • Security
    • Governmentpolicy
    • Futuregrowth
    • Acceptance by thecommunity
    • Cost ofcapital
    • Ability tomanage

 

 

 

 

 

 

  1. Mostorganizations havecomeupwithcustomercareOutline functions that theyplay.
    • Advisemanagementonissuesandcomplaints
    • Attend to anyenquiry
    • Buildconfidenceinclients (efficientservice)
    • Attend tocomplaints
    • Ensurethatclientsareattendedtofastenough

 

 

 

 

  1. (
Description Document
i)Used to inform buyer that seller has

received the order

Acknowledgements note
i)    Usedtoaskabouttheavailabilityof

goods

Letter of inquiry
ii)Usedtoorganizefortransportation

of goods between seller and buyer

Consignment notes
iii) Used to show goods sold on credit Invoice

 

  1. Namefour factorsaffectingthecircularflowofincome
  • Savings-leakages
  • Taxes-leakages
  • Governmentexpenditure
  • Investments
  • Foreigntrade

 

  1. WINNICO Limited

Trial Balance

As at 31st December 2020.

Item Dr.

Ksh.

Cr.

Ksh.

Capital   150,000
Furniture 110,000  
Purchases 285,000  
Hawi (supplier)   180,000
Sales   230,000
Wages paid 41,000  
Return inwards 5,000  
Return outwards   15,000
Cash 139,000  
Rent received   5,000
  580,000 580,000

 

Cost of sales =KSH. 360,000

20=

=KSH.72,000

  1. G.P =72,000 + 360,000

                           =KSH. 432,000

  1. Characteristics of services
    • They are intangible and invisible as they are not in material form.
    • They can’t be stored for future use-perishable.
    • Quality can’t be standardized.
    • They are inseparable from the provider.

 

  1. Statefour causesofseasonalunemploymentinKenya
    • Declineinthesupplyofcertainrawmaterials
    • Temporary employment/contractworkers
    • Economicdepression/declineineconomicactivities
    • Voluntaryresignationduetogreenerpastures
    • e.temporarystoppageorterminationofemployment

 

  1. Highlight four circumstances under which the capital of a business may change

(4marks)

  • Profit increases capital
  • Losses reduces capital
  • Additional investment increases capital
  • Drawings reduces capital

 

  1. Romano Traders

Two column cash Book

 

 

 

 

 

 

 

 

 

 

  1. List four clauses of memorandum of association for joint stock companies
    • Nameclause
    • Objectiveclause
    • Liabilityclause
    • Capitalclause
    • Declarationclause

 

  1. State four causes of demand-pull inflation
  • Increase in government expenditure
  • Effects of credit creation by the commercial banks
  • Increase in money incomes
  • General shortage of goods and services
  • Increase in consumer’s expenditure

 

  1. Statefouractivitiescarried o  u   t         intheprocessofdistribution (4mks)
    • Handling
    • Storage
    • Packing/packaging
    • Transportation
    • Grading
    • Blending
    • Sorting
    • Breaking thebulk

 

 

 

 

 

  1. Outlinefourstructuralchangesthatmaytakeplacewhenacountryisexperiencing economicdevelopment
    • Shiftfromagriculturetomanufacture
    • Reduction in illiteracylevels
    • Increase in skilledmanpower
    • Improvement in healthfacilities
    • Improvement intechnology
    • Improvedinfrastructure
    • Improved balance ofpayment

 

 

  1. Statefourreasonswhyitissuitabletolocateabondedwarehouseatthepointof entry of acountry
    • For easyre-exporting.
    • Topreventtheentryofharmfulgoods /dangerousgoods.
  2. Highlightfourreasonswhybusinessesstilluseradiostopromotetheirproducts despite other highly advancedmedia
    • Wider geographicalcover
    • Differentradiochannelscancastindifferentlanguages
    • Blindcangetthemessage
    • Abletoreachmanypeopleatthesametime
    • Radioisaccessibleevenintheremoteareas
    • Allows repetition ofmessage
    • Affordable /cheaper toadvertise.
  3. Statefourfactorsthatmayleadtoanincreaseinmarketsupplyofaproduct.

(4 marks)

 

  • Increaseinthepriceoftheproduct
  • Failinthecostofproduction
  • Availability of cheapcredit
  • Decrease inprices
  • Whenthedemandishigh
  • Futureexpectedfallinprice

 

  1. State reward for each factor of production. (4marks)
  • Capital -interest
  • Land-rent /rates/royalties/lease fees
  • Entrepreneurship -profit
  • Labour-wages/salaries /professional fees/commission
  1. Highlight4methodsusedbyamonopolisticfirmtodifferentiateitsproducts
    • Branding
    • Packaging in differentsizes
    • Pricing
    • Blending into differentcolours
    • Persuasiveadvertising
    • Trademarks

 

 

 

  1. Juma wholesalers owned a motor vehicle valued at 2,000,000 which they comprehensively insured for Kshs. 1,600,000. The vehicle was involved in an accidentandwrittenoff.DeterminetheamountofmoneyJumawholesalersshould expect to get from theirinsurer

 

Compensation = sum assured/insured premium x loss

Actual value

 

1,600,000 x 1,600,000 = 1,600,00

2,000,00

 

  1. State four ways in which the government is involved in business activities
  • Regulation
  • Training
  • Internal tradepromotion
  • Eternal tradepromotion
  • Serviceprovisions
  • Creation of enablingenvironment
  • Consumerprotection
    • Ifgoodsareperishableafastandappropriatemeansisrequired
    • Ifgoodsarefragile,asmoothmeansoftransportisrequired
    • Ifgoodsarehighlyvalued,asafeandsecuremeansisrequired
    • Ifgoodsareurgentlyrequired,afastermeansisused
    • Ifgoodsarebulkyanappropriatemeanswillbeused
  1. (4marks)
    • Reduce transportcost
    • Get quality rawmaterials
    • Enhance continuousproduction
    • Avoidwastageofrawmaterials

 

 

 

ELDORET DIOCESE EXAM 2021

 

MOCKS 1 2023

 

Marking Scheme

Business Studies Paper Two

  1. (a) ExplainfivemeasuresthatKenyamaytaketocontrolunemploymentproblem
    • Populationcontrolegfamilyplanning
    • Increasedgovernmentexpenditurethushavingmanyprojectssetup
    • Encouragingexploitationofnaturalresourcestoincreaseproductionactivities
    • Exportinglabortocountrieswithlabordeficiency
    • Diversificationoftheeconomytoreduceseasonalunemployment
    • Ruraldevelopment
    • Encourageforeigninvestmentinthecountry
    • Encourageuseoflabor-intensive methodinproduction
    • Improvementoftheinfrastructuretostimulateeconomicactivities
    • Improvementofeducationsystemstomakeitmoreappropriatetotheemploymentneeds of theeconomy.

 

 

(b) Highlightfivedifferencesbetweendirecttaxandindirecttax

 

Direct tax Indirect tax
(i)Tax revenue is certain (i)Uncertainty in tax collected
(ii) Does not affect prices of goods and services (ii)Affectspricesofgoodsandservices
(iii) The society or taxpayers are conscious (iii)thetaxpayermaynotbeawareof tax beingpaid.
(iv) Economical in collection (iv) Expensive in collection
(v) Cannot be avoided (v) Can be avoided
(vi)Can discourage work (vi)Encourages people to work hard to maintain their standards of living.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.(a) . Explain the meaning and significance in each of the following terms as used in foreign trade.                                    

Termsoftrade:therateatwhichexportsononecountryexchangeswith

imports.Tot=Priceindexofexportsdetermineswhetherthetradebetweenonecountryandanotherisfavorable.

  • Balanceofpayment:thedifferencebetweenbothcapitalandcurrentexportsandimportsofa Ifthevalueofexportsishigher,thecountryexperiencesasurplusandviceversa.It determineswhetheracountryisexperiencingsurplusinI
  • Exchangerate:rateatwhichacountry’scurrencyexchangeswithanother.Thisratedeterminesthevalueofexportsandimports/showsitsindicationofacountry’seconomicstrength.
  • Balancetrade:thedifferencebetweenthevalueofacountry’svisibletangibleimportsandits Determineswhetheracountryisexperiencingsurplus/deficittrade

 

Commonmarket:anagreementbetweencountriesthatallowfreemovement

ofgoodsand factorsofproduction.Thisallowsmobilizationofresources/

tradewithoutrestriction

(b). Explainfivefunctionsofthenationalbudgetasatoolofplanning.

  • Outlininggovernmentexpenditure–Itdetailsthevariousexpenditureprogrammedthe governmentplanstoundertakeoveragivenperiod
  • Outlininggovernmentrevenue–Itgivesdetailsofthevarioussourcesofrevenuefor thegovernmenttofinanceitsactivities
  • Enablinggovernmentplanning–Thegovernmentusesthebudgettoplanforvarious activitiesandprogrammedthatleadtoeconomicgrowthanddevelopment
  • Introducingchangesintaxation–Thevarioustaxestobeapplied,thetaxrateandthe modeofapplicationofthetaxesareoutlinedinthebudget
  • Regulatingmoneysupply–Itoutlinesthemonetarysystemstobeinstitutedbythe governmenttoregulatemoneysupplyintheeconomy
  • Stimulatingeconomicactivities–Itisusedtoincreasegovernmentexpenditureinthe economywhichwillspureconomicactivitiesinthecountry

 

 

  1. (a) Discussthefactorsthathaveledtothesurvivalofsmall-scaleretailersdespitecompetitionfrom supermarkets(10marks)
    • Personalizedservices:smallscaleretailersprovidepersonalizedservicesandarethereforeab
    • accessibilityofsmall-scaleretailers/convenienceoflocatingsmallscaleretailersare conveniently in urbancenters.
    • Creditfacilitiessmallscaleretailersoffercreditfacilitiestosome oftheircustomerswhichare notavailabletospecificcustomerneeds.
    • Runningcostsofsmall-scaleretailersarelittleandthismakesiteasierforthemtosurvive unlikesmallmarketswhichrequirehugecapitaltooperate.
    • Management:Smallscalebusinessestherisksinvolvedarelowwhileinsupermarketsaregrew
    • Starting/initialcapitalstartingsmallscaleretailersasuitableforpeopleformoflowincome.
    • Flexibility-itiseasierforsmallscaleretailerstochangefromoneformofbusinesstoanother locationthanitisforsupermarkets.

 

     (b)

Mutei traders

ProfitandLoss

For the year ended 31/12/2017√

Shs                                                      Shs

Generalexpenses180,000 √  Grossprofit b/d  800,000√

Insurance48,000     √    Commission income  125,800     √ Discountallowed55,000   √    Discount received    56,200√

 Salariesandwages320,000√

Carriageoutwards60,000√

NetProfit319,000√

982,000                                                                                                                                       982,000

Marking10√*½=5marks Muteitraders

Balancesheet

                                                                                                Asat31/12/2017                                                 FixedAssets                                                Shs                                                     Shs

Buildings1,250,000√             Capital            1,400,000√

Equipment380,000√                AddNetProfit                                   319,000√

Furniture117,000√                1,719,000

1,747,000

Currentassets                                                              Currentliabilities

Stock              25,000√                                  Creditors        90,000√

Debtors65,000√BankOverdraft79,000√169,000

Cash               51,000√          141,000

1,888,000                                                            1,888,000

 

 

 

 

 

 

 

  1. (a)Highlightfivebenefitsaccruingtoasellerwhousesthepersonalsellingmethod to promote herproducts

 

  • Personalsellinggivestheselleranopportunitytodemonstratetheproducts that they areselling.
  • Salespersons
  • Sellerhasanopportunitytoobservethereactionofcustomertotheproduct

Enablesthesellertotargetthespecificgroupsinquestion.

 (b)                                Faraha Traders

DATE PARTICULARS D.A CASH BANK DATE PARTICULARS D.R CASH BANK
2008

July 1

10

12

16

24

26

28

30

 

Balance b/d

 

Cash

Sales

Kuria

Bank

Capital

Sales

Cash ©

 

Balance b/d

 

 

 

 

240

125

 

 

1200

 

1565

 

16520

 

 

 

 

8000

9000

3800

 

37320

1000

 

19847

 

15000

11760

2375

 

 

 

18320

67302

32652

2008

July 5

6

10

14

24

27

30

 

Transport

Kerio traders

 

Bank

Drawing

 

Cash

Babu traders

Bank ©

Balance c/d

 

 

 

200

 

 

 

 

 

1650

 

 

1850

 

 

 

 

15000

3000

 

 

 

18320

1000

37320

 

2000

9800

 

 

 

 

8000

14850

 

32652

67302

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. a)Explainfivemeansofwrittencommunication. (10marks)
  • Lettersaformofwrittencommunication;business,official/formal,nonformaletc
  • Telegrams-isameansofcommunicationprovidedbythepostoffice,thesender obtainsthetelegramformfromthepostofficeandfillsthemessageonitincapital lettersandhanditovertothepostofficeemployeesatthecounter.
  • Telex-isameansofcommunicationusedtosendshortordetailedmessagesquickly byuseofTheserviceisprovidedbythepostofficeonapplication.
  • Facsimile(Fax)-involvestransmissionofinformationthroughafaxmachine.Both thesenderandthereceivermusthaveafaxmachine.
  • Memorandum (Memo) – is printed information for internal messages within an organization.Itisnormallyusedtopassinformationbetweendepartmentsoroffices in anorganization.
  • Notice-isusedtoinformagrouporthepublicaboutpastcurrentorfutureevents.It isusuallybriefandtothepoint.Itcanbeplacedonwalls,inpublicplaces,ontrees,

newspapers or on notice boards.

  • Reports-arestatements/withinrecordsoffindingsrecommendationsandconclusion ofaninvestigation/research.Areportisusuallysenttosomeonewhohasaskedforit for a specificpurpose.
  • Circulars-aremanycopiesofasingleletteraddressedtoverymanypeoplewhenthe
  • Agenda-isanoutlineoftheitemstobediscussedinameeting.Itisusuallycontained inanoticetoameetingsentinadvancetoalltheparticipantsofthemeeting.

                      Minutes-arerecordsoftheproceedingsofameeting

 

 

  • (b) Explainfivemeasuresthatareadoptedbythegovernmenttoprotectconsumers againstexploitation
  • Settingupstandards-ThegovernmentthroughtheKEBSsetsstandardswhichmust

be maintained by producers and traders.

  • WeightsandMeasuresAct-Thegovernmentensuresthattheequipmentusedfor weighingandmeasuringarecorrectandaccuratebyregularcheckingandadjustingof
  • Licenses-Thegovernmentrequiresmanufacturersandbusinesspeopletoget licensesbeforecommencingtheirbusinessoperationsthisensuresthatthereis
  • FoodandDrugsAct-Thegovernmentensuresthatproducersandtradersdonot includeanysubstancethattheyselltocustomerswhichmayhaveharmfuleffectsto the customershealth.
  • TradedescriptionAct-Ensuresthataproducersortradersdoesnotcheatthe
  • Pricecontrol-Thegovernmentmaysetapricebeyondwhichacommodityshouldnot
  • RentandTribunalAct-

 

 

 

 

6 (a)  Explainfivecharacteristicsofperfectcompetitionmarketstructure

  • Largenumberofbuyers/sellerssuchthatactionofsinglebuyer/sellercannotaffectthe market
  • Homogeneity/uniformityoftheproduct-productsfromdifferentproducersareidentical in allaspects
  • Wideknowledgeofthemarket-thereforenosingleseller/’buyercanaffectthebusiness atanypriceotherthantheequilibriumprice
  • Freedomofentry/exit-therearenobarrierstoentryorexittoorfromthemarket
  • Uniformityofbuyersandsellers-thereforenobenefitofsellingorbuyingfromaparticular buyer orseller
  • Nogovernmentinterference-informoftaxes,subsidies,quotas,pricecontrol/price prevailinginthemarketisdeterminedstrictlybyinterplayofdemandandsupply
  • Noexcessdemand/supply-buyerscanbuyalltheywant/sellersareabletosell alltheysupplytothemarket
  • Notransportcostsasbuyersandsellersareinonearea

 

 

 

  • b) Commodity A and B are complementary Using  well label diagrams explain how increase in supply of commodity A would affect the equilibrium price and quantity demanded of commodity B.               (10mks)

 

 

 

 

KCSE Topical Questions and Answers {The Latest & Best Collection}

KCSE Topical Questions and Answers {The Latest & Best Collection}: Download all the KCSE Topical Questions and Answershere for all Subjects:

Key: A = Answers and Q = Questions

Also see: KCSE Topical Revision Resources For All Subjects 

AGRICULTURE KCSE TOPICAL QUESTIONS & ANSWERS

AGRICULTURAL ECONOMICS IV

AGRICULTURE ECONOMICS

AGROFORESTRY

CROP PRODUCTION I (2)

CROP PRODUCTION I

CROP PRODUCTION II

CROP PRODUCTION III (2)

CROP PRODUCTION III

CROP PRODUCTION IV

CROP PRODUCTION V (2)

CROP PRODUCTION V

FACTORS WHICH INFLUENCE AGRICULTURE (2)

FACTORS WHICH INFLUENCE AGRICULTURE

FARM POWER AND MACHINERY (2)

FARM POWER AND MACHINERY

FARM TOOLS AND EQUIPMENT (2)

FARM TOOLS AND EQUIPMENT

FORAGE CROPS

INTRODUCTION TO AGRICULTURE

LIVESTOCK HEALTH II (2)

LIVESTOCK HEALTH II

LIVESTOCK HEALTH III

LIVESTOCK PRODUCTION I (2)

LIVESTOCK PRODUCTION I (3)

LIVESTOCK PRODUCTION I

LIVESTOCK PRODUCTION III (2)

LIVESTOCK PRODUCTION III

LIVESTOCK PRODUCTION IV

LIVESTOCK PRODUCTION V

SOIL FERTILITY II

WATER SUPPLY

WEEDS AND WEED CONTROL (2)

WEEDS AND WEED CONTROL

BIOLOGY KCSE TOPICAL QUESTIONS & ANSWERS

BIOLOGY KCSE TOPICAL ANSWERS

A genetics

A Ecology

A evolution

A excretion n homeostasis

A gaseous exchange in plants and animals

A genetics

A growth n development

A Human health

A receptio, response and cordination (irritability n sensiti

A reproduction in plants and animals

A respiration

A support n movement in plants and animals

A transport in pants and animals

A cell physiology-osmosis, diffusion and active transport

A classification 1 and 2, qnts n ans

A nutrition in plants n animals

BIOLOGY KCSE TOPICAL QUESTIONS

Q ecology

Q evolution

Q excretion n homeostasis

Q gaseous exchange in plants and animals

Q genetics

Q growth n development

Q human health

Q reception, response and cordination(irritability n sensiti

Q reproduction in plants and animals

Q respiration

Q support n movement in plants and animals

Q transport in plants and animals

Q the cell-structures and functions of organells

BUSINESS STUDIES KCSE TOPICAL QUESTIONS & ANSWERS

A BUSINESS ENVIRONMENT

A CASH BOOK

A CHAIN OF DISTRIBUTION

A COMMUNICATION

A DEMAND AND SUPPLY

A DETERMINING THE NET WORTH OF BUSINESS

A ECONOMIC DEVELOPMENT AND PLANNING

A enterprenuership

A FINANCIAL STATEMENTS

A FORMS OF BUSINESS UNITS

A GOVERNMENT AND BUSINESS

A home trade

A INCOMPLETE RECORDS

A INFLATION

A INSURANCE

A INTERNATIONAL TRADE

A intro to biz

A managing a biz

A MONEY AND BANKING

A NATIONAL INCOME

A office

A POPULATION AND EMPLOYMENT

A PRODUCT MARKETS

A PRODUCT PROMOTION

A production

A PUBLIC FINANCE

A sat of human wants

A SOURCE DOCUMENTS AND BOOKS OF ORIGINAL ENTRY

A THE LEDGER

A THE THEORY OF THE FIRM

A TRANSPORT

A WAREHOUSING

 

Q biz n env

Q biz transa

Q cashbooks

Q chain of distri

Q comunication

Q demand n suply

Q deter ntwk of biz

Q economic dev n pla

Q enterprenuashp

Q financial statemnts

Q forms biz units

Q gov n Business

Q home trade

Q incomplete records

Q inflation

Q insuarance

Q international trade

Q introduction

Q ledger

Q managin a biz

Q money n bankin

Q national income

Q office

Q pop n emplo

Q product markets

Q product promo

Q production

Q public finance

Q sats human wants

Q source doc n bks origi ent

Q theory of tha firm

Q transi Q warehousin

CHEMISTRY KCSE TOPICAL QUESTIONS & ANSWERS

Acids, BAIS AND SALTS ANS

Acids, BAIS AND SALTS Q

Air and combustion ANS

Air and combustion Q

Carbon and its compounds ANS

Carbon and its compounds Q

Chemical families ANS

Chemical families Q

Chlorine and its compounds ANS

Chlorine and its compounds Q

Effect of an electric current on substances ANS

Effect of an electric current on substances Q

Electrochemistry ANS

Electrochemistry Q

Energy changes in chemical and physical processes ANS

Energy changes in chemical and physical processes Q

Gas laws ANS

Gas laws Q

Introduction to chemistry ANS

Introduction to chemistry Q

Metals ANS

Metals Q

Nitrogen and its compounds ANS

Nitrogen and its compounds Q

Organic chemistry 1 ANS

Organic chemistry 1 Q

Organic chemistry II ANS

Organic chemistry II Q

PRACTICALS SHEM ANS

PRACTICALS SHEM Q

Radioactivity ANS

Radioactivity Q

Salts ANS

Salts Q

Simple classification of substances ANS

Structure and bonding ANS

Structure and bonding Q

Structure of the atom and the periodic table ANS

Structure of the atom and the periodic table Q

Sulphur and its compounds ANS

Sulphur and its compounds Q

The mole ANS

The mole Q

WATER AND HYDROGEN ANS

WATER AND HYDROGEN Q

CRE KCSE TOPICAL QUESTIONS & ANSWERS

ABRAHAM ANS

ABRAHAM Q

AFRICAN HERITAGE ANS

AFRICAN HERITAGE Q

CHRISTIAN APPROACH TO LAW, ORDER & JUSTICE ANS

CHRISTIAN APPROACH TO LAW, ORDER & JUSTICE Q

Christian approach to modern cience, technology & enviro (1)

Christian approach to modern cience, technology & environmen

CHRISTIAN APPROACH TO SEX, SEXUALITY & MARRIAGE ANS

CHRISTIAN APPROACH TO SEX, SEXUALITY & MARRIAGE Q

CHRISTIAN APPROACH TO WEALTH & POVERTY ANS

CHRISTIAN APPROACH TO WEALTH & POVERTY Q

CHRISTIAN APPROACHES TO WORK ANS

CHRISTIAN APPROACHES TO WORK Q

CONTEMPORARY CHRIATIN LIVING Q

CREATION OF A MAN ANS

CREATION OF A MAN Q

EARLY LIFE OF JESUS ANS

EARLY LIFE OF JESUS Q

GALILEAN MINISTRIE Q

GALILEAN MINISTRIES ANS

GIFTS OF HOLY SPIRIT ANS

GIFTS OF HOLY SPIRIT

INTRODUCTION TO C.R.E ANSWERS

INTRODUCTION TO C.R.E

INTRODUCTION TO CHRISTIAN ETHICS ANS

INTRODUCTION TO CHRISTIAN ETHICS Q

LOYALTY TO GOD . ELIJAH ANS

LOYALTY TO GOD. ELIJAH Q

MOSES AND SINAI COVENANT ANS

MOSES AND SINAI COVENANT Q

PASSION, DEATH & RESSURECTION ANS

PASSION, DEATH & RESSURECTION Q

PROPHECIES ABOUT MESSIAH ANS

PROPHECIES ABOUT MESSIAH Q

PROPHETS ANSWERS

PROPHETS

SOLOMON & DAVID ANS

SOLOMON & DAVID Q

THE BIBLE ANSWERS

THE BIBLE Q

THE JERUSALEM MINISTRY ANS

THE JERUSALEM MINISTRY Q

UNITY OF BELIEVERS ANS

UNITY OF BELIEVERS Q

GEOGRAPHY KCSE TOPICAL QUESTIONS & ANSWERS

AGRICULTURE ANS

AGRICULTURE Q

ENERGY ANS

ENERGY Q

EXTERNAL LAND FORMING PROCESSES ANS

EXTERNAL LAND FORMING PROCESSES Q

FIELD WORK ANS

FIELD WORK Q

FISHING ANS

FISHING Q

FORESTRY ANS

FORESTRY

INDUSTRY ANS

INDUSTRY Q

INTERNAL LAND FORMING PROCESS ANS

INTERNAL LAND FORMING PROCESS Q

INTRODUCTION TO GEO ANS

INTRODUCTION TO GEOQ

LAND RECLAMATION ANS

LAND RECLAMATION Q

MANAGEMENT & CONSERVATION OF ENVIRONMENT ANS

MANAGEMENT & CONSERVATION OF ENVIRONMENT Q

MAP WORK Q

MINERALS & ROCKS ANS

MINERALS & ROCKS Q

MINING ANS

MINING Q

PHOTOGRAPH WORK ANS

PHOTOGRAPH WORK Q

POPULATION ANS

POPULATION Q

SETTLEMENT ANS

SETTLEMENT Q

SOILS ANS

SOILS Q

STATISTICAL METHODS ANS

STATISTICAL METHODS Q

THE EARTH AND SOLAR SYSTEM ANS

THE EARTH AND SOLAR SYSTEM Q

TRADE ANS

TRADE Q

TRANSPORT & COMMUNICATION ANS

TRANSPORT & COMMUNICATION Q

VEGETATION ANS

VEGETATION Q

WEATHER & CLIMATE ANS

WEATHER & CLIMATE Q

WORLDLIF & TOURISM Q

HISTORY PAPER 1 KCSE TOPICAL QUESTIONS & ANSWERS

A CITIZENSHIP

A CONSTITUTION AND CONSTITUTION MAKING

A CONTACTS BETWEEN EAST AFRICA AND THE OUTSIDE WORLD UPTO TH

A DEMOCRACY AND HUMAN RIGHTS

A ESTABLISHMENT OF COLONIAL RULE IN KENYA

A GOVERNMENT REVENUE AND EXPENDITURE

A LIVES AND CONTRIBUTIONS OF KENYAN LEADERS

A LOCAL AUTHORITIES IN KENYA

A NATIONAL INTERGRATION UNITY AND CONFLICT RESOLUTION

A NATIONAL PHILOSOPHIES

A SOCIAL AND ECONOMIC DEVELOPMENT DURING THE COLONIAL PERIOD

A SOCIAL ECONOMIC & POLITICAL DEVELOPMENT & CHALLENGES IN KE

A THE FORMATION STRUCTURE AND FUNCTIONS OF THE GOVERNMENT OF

A THE PEOPLES OF KENYA UPTO THE 19th CENTURY

A POLITICAL DEVELOPMENT AND THE STRUGGLE FOR INDEPENDENCE IN

Copy of A THE PEOPLES OF KENYA UPTO THE 19th CENTURY

HISTORY PAPER 2 KCSE TOPICAL QUESTIONS & ANSWERS

COLONIAL ADMINISTRATION

CO-OPERATION IN AFRICA

DEVELOPMENT OF AGRICULTURE

DEVELOPMENT OF INDUSTRY

DEVELOPMENT OF TRANSPORT AND COMMUNICATION

EARLY MAN

EUROPEAN INVASION OF AFRICA AND THE PROCESS OF COLONIZATION

INTERNATIONAL RELATIONS

INTRODUCTION TO HISTORY AND GOVERNMENT

SOCIAL,ECONOMIC _ POLITICAL ORGANIZATION OF AFRICAN SOCIETI

SOCIAL,ECONOMIC AND POLITICAL DEVELOPMENTS AND CHALLENGES I

THE ELECTORAL PROCESS,FUNCTIONS OF GOVERNMENTS IN OTHER PAR

THE RISE OF AFRICAN NATIONALISM

TRADE URBANIZATION WORLD WARS

KISWAHILI KCSE TOPICAL QUESTIONS & ANSWERS

Fasihi Simulizi ANS

Fasihi Simulizi Q

Insha za kawaida ANS

Insha za kawaida Q

INSHA ZA KIUAMILIFU ANS

INSHA ZA KIUAMILIFU Q

Isimu Jamii ANS

Isimu Jamii Q

KIFO KISIMANI ANS

KIFO KISIMANI Q

Matumizi ya lugha ANS

Matumizi ya lugha Q

MAYAI WAZIRI WA MARADHI NA HADITHI ZINGINEZO ANS

MAYAI WAZIRI WA MARADHI NA HADITHI ZINGINEZO Q

UFAHAMU ANS

UFAHAMU Q

Ufupisho ANS

Ufupisho Q

Ushairi ANS

Ushairi Q

UTENGANO ANS

UTENGANO Q

MATHEMATICS KCSE TOPICAL QUESTIONS & ANSWERS

Algebraic expressions ANS

Algebraic expressions Q

Angle Properties of Circles ANS

Angle Properties of Circles Q

Angles and Plane Figures ANS

Angles and Plane Figures Q

Approximation and errors ANS

Approximation and errors Q

Approximation of area Q

Area ANS

Area of a triangle ANS

Area of a triangle Q

Area of part of a circle ANS

Area of part of a circle Q

Area of polygons Q

Area Q

Binominial expansion ANS

Binominial expansion Q

Circles CHORDS AND TANGETS ANS

Circles CHORDS AND TANGETS Q

Commercial Arithmetic 2 ANS

Commercial Arithmetic 2 Q

Commercial arithmetic ANS

Commercial arithmetic Q

Common Logarithms ANS

Common Logarithms Q

Common solids ANS

Common solids Q

Compound proportions ANS

Compound proportions Q

Coordinates and Graphics ANS

Coordinates and Graphics Q

Decimals ANS

Decimals Q

Differentiation ANS

Differentiation Q

Equations ANS

Equations of straight lines ANS

Equations of straight lines Q

Equations Q

Formulae and variation ANS

Formulae and variation Q

Fractions ANS

Fractions Q

Further logarithms ANS

Further logarithms Q

Geometrical Constructions ANS

Geometrical Constructions Q

Graphical Methods ANS

Graphical Methods Q

Indices Q

Integers ANS

Integers Q

Integration ANS

Integration Q

L.C.M ANS

L.C.M Q

Length ANS

length Q

Linear ANS

Linear inequalities ANS

Linear inequalities Q

Linear motion ANS

Linear motion Q

Linear programming ANS

Linear programming Q

Linear Q

Loci ANS

Loci Q

Longitudes and latitudes ANS

Longitudes and latitudes Q

Mass, WEIGHT AND DENSITY ANS

Mass, WEIGHT AND DENSITY Q

Matrices ANS

Matrices Q

Matrices and Transformations ANS

Matrices and Transformations Q

Measures of central tendency ANS

Measures of central tendency Q

Probability ANS

Probability Q

Quadratic equations ANS

Quadratic equations Q

Quadratic expressions and equation 2 ANS

Quadratic expressions and equation 2 Q

Rates ,RATIOS & PERCENTAGES ANS

Rates ,RATIOS & PERCENTAGES Q

Reciprocals ANS

Reciprocals Q

Reflection and Congruence ANS

Reflection and Congruence Q

Representation of data ANS

Representation of data Q

Scale Drawing Q

Similarities and Enlargement ANS

Similarities and Enlargement Q

Squares and square roots ANS

Squares and square roots Q

STATISTICAL METHODS ANS

STATISTICAL METHODS Q

Statistics II ANS

Statistics II Q

Surds ANS

Surds Q

Surface Area of Solids ANS

Surface Area of Solids Q

The Pythagoras theorem Q

The Trigometric Ratio 1 ANS

The Trigometric Ratio 1 Q

Three dimensional geometry ANS

Three dimensional geometry Q

Time ANS

Time Q

Trigometric ratios 3 ANS

Trigometric ratios 3 Q

Trigometry 2 ANS

Trigometry 2 Q

Vectors 2 ANS

Vectors 2 Q

Vectors ANS

Vectors Q

Volume and capacity ANS

Volume and capacity Q

Volume of solids ANS

Volume of solids Q

PHYSICS KCSE TOPICAL QUESTIONS & ANSWERS

Circular motion

Current I

Electronics

Electrostatics

Equilibrium and centre of gravity

Floating and sinking

Fluid flow

Force

GAS LAWS

GENERAL QUESTIONS FOR PRACTICE

GM induction

Hooke

Light

Linear motion

Machines

Magnetism

Measurement I

Measurement II

Newton

Particulate nature of matter

Photoelectric effect

Pressure

Quality of heat

Radioactivity

Reflection at curved surfaces

Refraction of light

Resistors

Thermal expansion

Thin lenses

Turning effect of a force

Waves II

Work (2)

Work -xray

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ELECTRONICS PHYSICS NOTES

TOPIC 41 – ELECTRONICS

  1. Introduction
    1. Definition – Study of free electrons in motion.
    2. Uses – pocket calculators, digital watches, musical instruments, radios, TVs, computers, robots, etc
  2. Classes of materials and their differences:-
    1. Conductors – Have free electrons on the outer shell – copper, silver, aluminium, etc
    2. Insulators – Electrons tightly bound to the nucleus – rubber, plastics, ceramics, etc
    3. Semi-conductors – conducting properties between conductor & insulators – silicon, Germanium,
  3. Energy Bands or Levels:-
    1. Conduction band – electrons are free to move under an influence of an electric current.
    2. Valance band – Electrons are not free to move
    3. Forbidden band – represents the energy level where electron cannot occupy
    4. Materials and the three energy levels
  4. Intrinsic and Extrinsic Semi-conductors
    1. Intrinsic semiconductors:
  5. Definition: Pure semi-conductors – with properties of a pure substance –
    1. Examples – Group 4 elements – silicon & Germanium
    2. Extrinsic semi-conductors
  6. Definition – With added impurities –
    1. Doped to obtain a desired electrical property. G3 or G5
  7. The Doping Process – Extrinsic Semi-conductors
    • Doping is a process of introducing a very small quantity of impurity to a pure semiconductor to obtain a desired electrical property.
  8. N-Type – formed by doping G4 with G5 – Pentavalent atom – Phosphorous, Antimony, Arsenic
  1. Majority charge carriers are electrons and minority charge carriers are hole.
  2. ii) Illustrate with sketches
    1. P-Type – formed by doping G4 with G3 – Trivalent atom – Boron, aluminium, Indium etc-
  3. Majority charge carriers are holes and minority charge carriers are electrons.
  4. ii) Illustrate with sketches
  5. Junction Diodes – The P-N Junction Diode
    1. Definition of a diode – device which allows current to flow in one direction only. It is a one way valve
    2. Formation of p-n junction diode – device in which the p-side is connected to Anode and n-side to Cathode
    3. Depletion layer – region between p-side and n-side having very high resistance – conducts poorly.
    4. Difference between a thermionic diode and p-n junction diode – and their circuit symbols
  6. Biasing -Two biasing systems of P-N Diodes:-
    1. Forward bias – low resistance – current flows – conducts well – draw circuit diagram
    2. Reverse bias – high resistance – current through the diode is virtually zero – draw circuit diagram
  7. Characteristics curves for p-n junction diodes
    1. Current I against Voltage for Silicon
    2. Current I against Voltage for Germanium
    3. Reason why silicon is preferred to Germanium.
  8. Applications of P-N Junction diode
    1. Protection – from reverse power supply
    2. Rectification – changing Alternation current to Direct current – AC to DC
  9. Rectification and smoothing.
    1. Definition of rectification & use of diodes
    2. Definition of smoothing & use of capacitors
    3. Types of rectification
  10. Half-wave rectification – use of one diode
    1. Full-wave rectification:
      1. Use of Two Diodes – centre-tap-transformer & Use of Four diodes – bridge rectifier
  1. Project work – Simple radio Receiver
  1. Introduction
  1. Definition – Study of motion of free electrons in electrical circuits.
  2. Uses – pocket calculators; digital watches; heart pacemakers; musical instruments; radios, TVs, computers for industry, commerce and scientific research; traffic lights; microwave ovens; video cassette recorders; Personal computers (PCs); electronic games; multimedia applications; computer aided design (CAD); electronic limbs; “keyhole” surgery; data processing; electronic cash dispensers; digital telephone links; fax; e-mail; World Wide Web; Robots, etc
    1. Classes of materials and their differences:-
  3. Conductors:
  4. Have free electrons on the outer shell
    1. Electrons not tightly bound to the nucleus of the atom
  • The materials have very low electrical resistance
  1. Good conductors of electricity.
  2. Examples – silver, copper, aluminium, etc
  3. Resistance increases with rise in temperature, caused by collision between moving free electrons and the vibrating atoms.
  1. Insulators
  2. Electrons are not free.
  3. Electrons are tightly bound to the nucleus of the atoms.
  • The materials have very high electrical resistance
  1. They do not conduct electricity.
  2. Examples – Rubber, plastics, ceramics,
  3. Insulators have negative temperature coefficient of resistance.
  4. Semi-conductors
  5. Materials with conducting properties between conductors and insulators
  6. Their electrical conductivities are higher than those of insulators but less than those of conductors.
  • Examples – silicon, Germanium, Indium, Gallium Arsenide, Cadmium Sulphite, etc
  1. Semiconductors have negative temperature coefficient of resistance; i.e. their electrical resistance decrease with increase in temperature.
  2. The extent to which a semiconductor conducts electricity is considerably affected by the presence of impurities.

 

 

  1. Energy Bands or Levels:-
  • Conduction band – here electrons are free to move under the influence of an electric current.
  • Valance band – here electrons are not free to move
  • Forbidden band – represents the energy level that cannot be occupied by electrons. The width of the band determines the conductivity of the material.

Materials and the three energy levels:-

  1. For Conductors
  2. Conduction band:- have free electrons
  3. Valence band – few electrons – unfilled because some electrons are in the conduction band
  • Forbidden band – No forbidden band –conduction and valence band overlap.
  1. For Insulators
  2. Conduction band – has no electrons – Empty
  3. Valance band – Filled with electrons – full of electrons
  • Forbidden band – has very wide gap – high resistance – 3 to 5 eV
  1. For Semiconductors
  1. Conduction band: – Has no electrons at 0K Empty at very low temperatures

– Partially filled at room temperature.

  1. Valance band – – Filled with electrons at 0K i.e. filled at very low temperatures

– Unfilled at room temperature – few electrons at room temperature.

  • Forbidden band – Has a narrow gap – 1 eV

Diagrams to illustrate energy levels for materials

 

NOTE: For Semiconductors –

  • At room temperature – it has holes in the valance band and electrons in the conduction band
  • At 0K – it behaves like an insulator
  • HOLES – Holes are created when an electron moves from valance band to conduction band.
  • Holes are very important for conduction of electric current in semiconductors.

 

  1. Intrinsic and Extrinsic Semi-conductors
  1. Intrinsic semiconductors:
  1. They are pure semi-conductors, with electrical properties of a pure substance.
  2. Has equal number of holes and electrons
  • Conductivity is very low, insulator at low temperature.
  1. Usually not used in the pure state.
  2. Examples – Group 4 elements – silicon & Germanium
  3. Diagrams
  • An atom of silicon has four valence electrons and in the lattice each one is shared with a nearby atom to form four covalent bonds.
  • A strong crystal lattice results in which it is difficult for electrons to escape from their atoms.
  • Pure silicon is therefore a very good insulator, being perfect at near absolute zero (- 273 0C).

 

  1. b) Extrinsic semi-conductors
  2. i) They are semiconductors with added impurities
  3. ii) They are doped to obtain a desired electrical property; doped with group 3 or 5 elements.
    • All semiconductors in practical use have added impurities

 

  1. The Doping Process – Extrinsic Semi-conductors
  • Doping is a process of introducing a very small quantity of impurity to a pure semiconductor to obtain a desired electrical property.

 

  • There are two types of extrinsic semiconductors:-
  1. N-Type Semiconductor
  2. Formed by doping G4 with G5 – Pentavalent atom – Phosphorous, Antimony, Arsenic
  3. Group 4 elements – Tetravalent – silicon, germanium, etc
  • Formation of an N-Type Semiconductor:-
    • Formed by adding a Pentavalent atom (Phosphorus) to a group 4 semiconductor (silicon) and an extra electron is left unpaired and is available for conduction.
    • Majority charge carriers are electrons and minority charge carriers are positive hole.
    • Conduction of electricity is now possible because of extra electrons.
    • Phosphorous is called a DONOR. Silicon has now more electrons.

 

  1. Diagrams

 

  1. P-Type Semiconductor
  2. formed by doping G4 with G3 – Trivalent atom – Boron, aluminium, Indium etc-
  3. Formation of a P-Type Semiconductor:-
  • Formed by adding a trivalent atom (Boron) to a group 4 semiconductor (silicon), a fourth electron will be unpaired and a gap will be left called a positive hole.
  • Pure semiconductor is doped with an impurity of group 3 element, combination creates a positive hole which can accepts an electron.
  • The doping material creates a Positive hole, which can accept an electron – called an
  • Majority charge carriers are holes and minority charge carriers are electrons.
  • Diagrams:-

 

  1. Junction Diodes – The P-N Junction Diode
  1. Definition of a diode –
  • An electronic device with two electrodes, which allows current to flow in one direction only.
  • It is a one way valve. It is a solid device.
  1. Formation of p-n junction diode
    • It is a device in which the p-side is connected to Anode and n-side to Cathode
  • It consists of such a p-n junction with the P-side connected to the Anode and the N-side to the Cathode.
  • It is formed by doping a crystal of pure silicon so that a junction is formed between the p-type and n-type regions.
  1. Depletion layer –
  • The region between p-side and n-side having very high resistance, it conducts poorly.
  • At the junction, electrons diffuse from both sides and neutralize each other.
  • A narrow depletion layer is formed on either side of the junction free from charge carriers and of high resistance
  1. The Junction
  • The plane (boundary) between two different types of semiconductors.
  1. Diagram of unbiased P-N Junction diode.

 

  1. Difference between a thermionic diode and p-n junction diode – and their circuit symbols

 

  1. Biasing -Two biasing systems of P-N Diodes:-
  2. Forward bias – low resistance – current flows – conducts well – draw circuit diagram
  3. Reverse bias – high resistance – current through the diode is virtually zero – draw circuit diagram

 

  1. Characteristics curves for p-n junction diodes
  2. Current I against Voltage for Silicon
  3. Current I against Voltage for Germanium
  4. Reason why silicon is preferred to Germanium.

 

  1. Applications of P-N Junction diode
  2. Protection – from reverse power supply
  1. Rectification –

changing Alternation current to Direct current – AC to DC

RECTIFIERS

Overview

As we have noted when looking at the Elements of a Power Supply, the purpose of the rectifier section is to convert the incoming ac from a transformer or other ac power source to some form of pulsating dc. That is, it takes current that flows alternately in both directions as shown in the first figure to the right, and modifies it so that the output current flows only in one direction, as shown in the second and third figures below.

The circuit required to do this may be nothing more than a single diode, or it may be considerably more complex. However, all rectifier circuits may be classified into one of two categories, as follows:

 

Half-Wave Rectifiers. An easy way to convert ac to pulsating dc is to simply allow half of the ac cycle to pass, while blocking current to prevent it from flowing during the other half cycle. The figure to the right shows the resulting output. Such circuits are known as half-wave rectifiers because they only work on half of the incoming ac wave. 

Full-Wave Rectifiers. The more common approach is to manipulate the incoming ac wave so that both halves are used to cause output current to flow in the same direction. The resulting waveform is shown to the right. Because these circuits operate on the entire incoming ac wave, they are known as full-wave rectifiers. 

 

 

Rectifier circuits may also be further clasified according to their configuration, as we will see below

 

The Half-Wave Rectifier

 

 

The simplest rectifier circuit is nothing more than a diode connected in series with the ac input, as shown to the right. Since a diode passes current in only one direction, only half of the incoming ac wave will reach the rectifier output. Thus, this is a basic half-wave rectifier.

 

The orientation of the diode matters; as shown, it passes only the positive half-cycle of the ac input, so the output voltage contains a positive dc component. If the diode were to be reversed, the negative half-cycle would be passed instead, and the dc component of the output would have a negative polarity. In either case, the DC component of the output waveform is vp/π = 0.3183vp, where vp is the peak voltage output from the transformer secondary winding.

It is also quite possible to use two half-wave rectifiers together, as shown in the second figure to the right. This arrangement provides both positive and negative output voltages, with each output utilizing half of the incoming ac cycle

 

 

Note that in all cases, the lower transformer connection also serves as the common reference point for the output. It is typically connected to the common ground of the overall circuit. This can be very important in some applications. The transformer windings are of course electrically insulated from the iron core, and that core is normally grounded by the fact that it is bolted physically to the metal chassis (box) that supports the entire circuit. By also grounding one end of the secondary winding, we help ensure that this winding will never experience even momentary voltages that might overload the insulation and damage the transformer.

The Full-Wave Rectifier

 

While the half-wave rectifier is very simple and does work, it isn’t very efficient. It only uses half of the incoming ac cycle, and wastes all of the energy available in the other half. For greater efficiency, we would like to be able to utilize both halves of the incoming ac. One way to accomplish this is to double the size of the secondary winding and provide a connection to its center. Then we can use two separate half-wave rectifiers on alternate half-cycles, to provide full-wave rectification. The circuit is shown to the right.

 

 

Because both half-cycles are being used, the DC component of the output waveform is now 2vp/π = 0.6366vp, where vp is the peak voltage output from half the transformer secondary winding, because only half is being used at a time.

This rectifier configuration, like the half-wave rectifier, calls for one of the transformer’s secondary leads to be grounded. In this case, however, it is the center connection, generally known as the center tap on the secondary winding.

 

 

The full-wave rectifier can still be configured for a negative output voltage, rather than positive. In addition, as shown to the right, it is quite possible to use two full-wave rectifiers to get outputs of both polarities at the same time.

The full-wave rectifier passes both halves of the ac cycle to either a positive or negative output. This makes more energy available to the output, without large intervals when no energy is provided at all. Therefore, the full-wave rectifier is more efficient than the half-wave rectifier. At the same time, however, a full-wave rectifier providing only a single output polarity does require a secondary winding that is twice as big as the half-wave rectifier’s secondary, because only half of the secondary winding is providing power on any one half-cycle of the incoming ac.

Actually, it isn’t all that bad, because the use of both half-cycles means that the current drain on the transformer winding need not be as heavy. With power being provided on both half-cycles, one half-cycle doesn’t have to provide enough power to carry the load past an unused half-cycle. Nevertheless, there are some occasions when we would like to be able to use the entire transformer winding at all times, and still get full-wave rectification with a single output polarity.

 

 

The Full-Wave Bridge Rectifier

 

The four-diode rectifier circuit shown to the right serves very nicely to provide full-wave rectification of the ac output of a single transformer winding. The diamond configuration of the four diodes is the same as the resistor configuration in a Wheatstone Bridge. In fact, any set of components in this configuration is identified as some sort of bridge, and this rectifier circuit is similarly known as a bridge rectifier.

If you compare this circuit with the dual-polarity full-wave rectifier above, you’ll find that the connections to the diodes are the same. The only change is that we have removed the center tap on the secondary winding, and used the negative output as our ground reference instead. This means that the transformer secondary is never directly grounded, but one end or the other will always be close to ground, through a forward-biased diode. This is not usually a problem in modern circuits.

 

 

To understand how the bridge rectifier can pass current to a load in only one direction, consider the figure to the right. Here we have placed a simple resistor as the load, and we have numbered the four diodes so we can identify them individually.

During the positive half-cycle, shown in red, the top end of the transformer winding is positive with respect to the bottom half. Therefore, the transformer pushes electrons from its bottom end, through D3 which is forward biased, and through the load resistor in the direction shown by the red arrows. Electrons then continue through the forward-biased D2, and from there to the top of the transformer winding. This forms a complete circuit, so current can indeed flow. At the same time, D1 and D4 are reverse biased, so they do not conduct any current.

During the negative half-cycle, the top end of the transformer winding is negative. Now, D1 and D4 are forward biased, and D2 and D3 are reverse biased. Therefore, electrons move through D1, the resistor, and D4 in the direction shown by the blue arrows. As with the positive half-cycle, electrons move through the resistor from left to right.

In this manner, the diodes keep switching the transformer connections to the resistor so that current always flows in only one direction through the resistor. We can replace the resistor with any other circuit, including more power supply circuitry (such as the filter), and still see the same behavior from the bridge rectifier.

RATIONALIZED GRADE 7 SMART MINDS MATHEMATICS SCHEMES OF WORK TERM 2

RATIONALIZED GRADE 7 SMART MINDS MATHEMATICS SCHEMES OF WORK TERM 2

TEACHER’S NAME…………………………………………SCHOOL………………………………….TERM II

Week Lesson Strand Sub-Strand Specific Learning Outcomes Learning Experiences Key Inquiry Questions Learning

Resources         

Assessment Methods Reflection
1 1 ALGEBRA Algebraic expressions

 

 

Simplifying algebraic expressions involving multiplication and division

By the end of the lesson, the learner should be able to:

a)      Simplify algebraic expressions using the BODMAS rule.

b)      Simplify algebraic expressions involving multiplication and division.

c)      Enjoy simplifying algebraic expressions involving multiplication and division.

Learners are guided in pairs, in groups or individually to:

Simplify algebraic expressions using the BODMAS rule.

Simplify algebraic expressions involving multiplication and division.

Use digital devices to play games.

How can you simplify algebraic expressions involving multiplication and division? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 75-77

 

 

Information from

different sources

Class activities

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Home

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Oral questions

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Observation

 
  2 ALGEBRA Linear equations

 

 

Forming linear equations involving addition and subtraction

By the end of the lesson, the learner should be able to:

a)      Explain how to form linear equations involving addition and subtraction

b)      Form linear equations involving addition and subtraction.

c)      Enjoy forming linear equations involving addition and subtraction.

Learners are guided in pairs, in groups or individually to:

Explain how to form linear equations involving addition and subtraction

Form linear equations involving addition and subtraction.

Work out task 1

Which formula do you use to form linear equations involving addition and subtraction? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 77-78

 

 

Information from

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Observation

 
  3 ALGEBRA Linear equations

 

 

Forming linear equations involving multiplication and division

By the end of the lesson, the learner should be able to:

a)      Explain how to form linear equations involving multiplication and division

b)      Form linear equations involving multiplication and division.

c)      Enjoy forming linear equations involving multiplication and division.

Learners are guided in pairs, in groups or individually to:

Explain how to form linear equations involving multiplication and division

Form linear equations involving multiplication and division.

Work out task 2

Which formula do you use to form linear equations involving multiplication and division? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 78-79

 

 

Information from

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Observation

 
  4 ALGEBRA Solving linear equations involving addition and subtraction By the end of the lesson, the learner should be able to:

a)      Use a digital device to watch a video on solving linear equations involving addition and subtraction.

b)      Solve linear equations involving addition and subtraction.

c)      Have fun solving linear equations involving addition and subtraction.

Learners are guided in pairs, in groups or individually to:

Use a digital device to watch a video on solving linear equations involving addition and subtraction.

Solve linear equations involving addition and subtraction.

 

 

What is the unknown in 2x – 6 + x = 12? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 79

 

 

Information from

different sources

Class activities

Written tests

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Oral questions

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Observation

 
  5 ALGEBRA Solving linear equations involving multiplication and division By the end of the lesson, the learner should be able to:

a)      Use a digital device to watch a video on solving linear equations involving multiplication and division.

b)      Solve linear equations involving multiplication and division.

c)      Enjoy solving linear equations involving multiplication and division.

Learners are guided in pairs, in groups or individually to:

Use a digital device to watch a video on solving linear equations involving multiplication and division.

Solve linear equations involving multiplication and division.

Play games using digital devices.

What is the unknown in 4(3– x) = 24? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 80-81

 

 

Information from

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Observation

 
2 1 ALGEBRA Linear inequalities

 

 

Inequality symbols

By the end of the lesson, the learner should be able to:

a)      Identify and write down inequality symbols.

b)      Use inequality symbols to complete simple linear inequalities.

c)      Appreciate inequality symbols.

Learners are guided in pairs, in groups or individually to:

Identify and write down inequality symbols.

Use inequality symbols to complete simple linear inequalities.

 

How do we use linear equations in real life? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 81-82

Information from

different sources

Class activities

Written tests

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Oral questions

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Observation

 
  2 ALGEBRA Linear inequalities

 

 

Forming simple linear inequalities involving addition and subtraction

By the end of the lesson, the learner should be able to:

a)      Explain how to forming simple linear inequalities involving addition and subtraction.

b)      Form simple linear inequalities involving addition and subtraction.

c)      Enjoy forming simple linear inequalities involving addition and subtraction

Learners are guided in pairs, in groups or individually to:

Explain how to forming simple linear inequalities involving addition and subtraction.

Use a beam balance to weigh different masses then form simple inequalities

Form simple linear inequalities involving addition and subtraction.

Perform task 2.

What is the value of x in the inequality below 3x -15 > 10? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 83

 

 

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Observation

 
  3 ALGEBRA Linear inequalities

 

 

Forming simple linear inequalities involving multiplication and division

By the end of the lesson, the learner should be able to:

a)      Explain how to forming simple linear inequalities involving multiplication and division.

b)      Form simple linear inequalities involving multiplication and division.

c)      Enjoy forming simple linear inequalities involving multiplication and division.

Learners are guided in pairs, in groups or individually to:

Explain how to forming simple linear inequalities involving multiplication and division.

Form simple linear inequalities involving multiplication and division.

Perform task 3.

What is the value of x in the inequality below 2 C 2x = 32? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 84

 

 

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Observation

 
  4 ALGEBRA Linear inequalities

 

 

Illustrations of simple inequalities on a number line

By the end of the lesson, the learner should be able to:

a)      Draw and represent simple inequality statements on a number line.

b)      Use digital device, watch a video on representing inequalities on a number line.

c)      Appreciate simple inequalities on a number line.

Learners are guided in pairs, in groups or individually to:

Draw and represent simple inequality statements on a number line.

Use digital device, watch a video on representing inequalities on a number line.

Perform task 4

What is the value of p in the inequality below p + 8 < 10? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 84-86

 

 

Information from

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Oral questions

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Portfolio

Observation

 
  5 ALGEBRA Linear inequalities

 

 

 

Compound inequalities

By the end of the lesson, the learner should be able to:

a)      Explain the meaning of compound inequalities.

b)      Use inequality cards to complete compound inequality statements.

c)      Have fun solving questions using the appropriate inequality.

Learners are guided in pairs, in groups or individually to:

Explain the meaning of compound inequalities.

Use inequality cards to complete compound inequality statements.

Solve each question by forming and solving an appropriate inequality.

What are compound inequalities? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 86-87

 

 

Information from

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Class activities

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Assignments

Oral questions

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Portfolio

Observation

 
3 1 ALGEBRA Linear inequalities

 

 

 

Illustration of compound inequalities on a number line

By the end of the lesson, the learner should be able to:

a)      Use inequality cards to complete compound inequality statements.

b)      Draw and represent compound inequality statements on a number line.

c)      Appreciate compound inequalities on a number line.

Learners are guided in pairs, in groups or individually to:

Use inequality cards to complete compound inequality statements.

Draw and represent compound inequality statements on a number line.

Use IT tools to play games involving inequalities.

What is the value of n in the inequality below n + 6< 12? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 87-88

 

 

Information from

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Class activities

Written tests

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Oral questions

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Observation

 
  2 MEASUREMENTS Pythagorean relationship

 

 

 

The sides of a right-angled triangle

By the end of the lesson, the learner should be able to:

a)      Use a digital device, search for the names of the sides of a right-angled triangle.

b)      Recognize the sides of a right-angled triangle in different situations

c)      Contemplate working easily using Pythagorean theory.

Learners are guided in pairs, in groups or individually to:

Use a digital device, search for the names of the sides of a right-angled triangle.

Recognize the sides of a right-angled triangle in different situations.

Draw a triangle and name the sides.

Work out task 1

What is the hypotenuse in a right-angle triangle whose height is 3 and base 4?

 

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 89-90

 

 

Ladder

Stairs

Square cut

outs

1cm squares 1m squares

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  3 MEASUREMENTS Pythagorean relationship

 

 

 

 

Pythagorean relationship

By the end of the lesson, the learner should be able to:

a)      Draw 1 cm squares of a given right-angled triangle to determine the Pythagorean relationship.

b)      Apply the Pythagorean relationship to work out sides of various right-angled triangles.

c)      Promote the use of the Pythagoras Theorem in real-life situations.

Learners are guided in pairs, in groups or individually to:

Draw 1 cm squares of a given right-angled triangle to determine the Pythagorean relationship.

Apply the Pythagorean relationship to real-life situations.

Use a digital device, watch a video on the real-life application of the Pythagorean theorem.

 

What are the areas in life where the Pythagorean theory can be applied? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 90-94

 

 

Ladder

Stairs

Square cut

outs

1cm squares 1m squares

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 

 

  4 MEASUREMENT

 

 

Length

 

 

Converting units of length

By the end of the lesson, the learner should be able to:

a)      Measure the length of their classroom using a tape measure.

b)      Generate a conversation table involving units of length.

c)      Have fun measuring the length of their classroom.

Learners are guided in pairs, in groups or individually to:

Measure the length of their classroom using a tape measure.

Generate a conversation table involving units of length.

 

 

What is length? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 94-95

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  5 MEASUREMENT

 

 

Length

 

Operation involving units of length – addition involving length

By the end of the lesson, the learner should be able to:

a)      Study the map and answer the questions that follow.

b)      Work out addition involving length.

c)      Appreciate the use of addition in determining length.

Learners are guided in pairs, in groups or individually to:

Study the map and answer the questions that follow.

Measure the width of their classroom using a metre rule.

Work out addition involving length.

The length of 2 ropes is 98m 62cm and 33m 66dm 12cm. What is the total length of the ropes? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 96-97

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
4 1 MEASUREMENT

 

 

Length

 

 

Operation involving units of length – subtraction involving length

By the end of the lesson, the learner should be able to:

a)      Measure the length of their classroom using a metre ruler.

b)      Work out subtraction involving length.

c)      Appreciate the use of subtraction.

Learners are guided in pairs, in groups or individually to:

Make cards and use them for subtraction.

Measure the length of their classroom using a metre ruler.

Work out subtraction involving length.

What is 4m 6dm 8cm – 2m 4dm 9cm? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 98-99

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  2 MEASUREMENT

 

 

Length

 

 

Operation involving units of length – multiplication involving length

By the end of the lesson, the learner should be able to:

a)      Make or cut 5m 24cm of thread/string.

b)      Outline the procedure to work out multiplication of length and work out multiplication of length.

c)      Appreciate the use of multiplication.

Learners are guided in pairs, in groups or individually to:

Make or cut 5m 24cm of thread/string and cut it into 4 equal parts.

Outline the procedure to work out multiplication of length.

Work out multiplication of length.

How do you work out multiplication involving length? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 99-100

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  3 MEASUREMENT

 

 

Length

 

 

Operation involving units of length – division involving length

By the end of the lesson, the learner should be able to:

a)      Make or cut 5m 24cm of thread/string.

b)      Outline the procedure to work out division of length and work out division of length.

c)      Appreciate the use of division.

Learners are guided in pairs, in groups or individually to:

Make or cut 5m 24cm of thread/string.

Cut the thread/string into 4 equal parts.

Outline the procedure to work out division of length.

Work out division of length.

How do you work out division? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 101-102

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  4 MEASUREMENT

 

 

Perimeter

 

 

By the end of the lesson, the learner should be able to:

a)      Make cutouts of a square, a rectangle and a triangle from a manilla paper.

b)      Measure the distance round each shape using a ruler.

c)      Appreciate the use of perimeters.

Learners are guided in pairs, in groups or individually to:

Define a perimeter.

Make cutouts of a square, a rectangle and a triangle from a manilla paper.

Measure the distance round each shape using a ruler.

What is perimeter? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 101-103

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  5 MEASUREMENT

 

 

Perimeter

 

 

Circumference of circles

By the end of the lesson, the learner should be able to:

a)      Use a tape measure to measure the distance round circular objects.

b)      Outline the procedure to work out the perimeter of circles.

c)      Have fun working out perimeters of various figures.

Learners are guided in pairs, in groups or individually to:

Use a tape measure to measure the distance round circular objects.

Mention the formula for circumference of a circle.

Outline the procedure to work out the perimeter of various figures.

Play digital games.

How do you determine the perimeter of a circle with diameter 28m? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 103-105

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
5 1 MEASUREMENT

 

 

Area

 

Square meters (m2), acres and hectares

By the end of the lesson, the learner should be able to:

a)      Find the area of a square with sides 1m.

b)      Explain the conversion units of acres and hectares in relation to meter square (m2).

c)      Appreciate area in square meters, acres, hectares.

Learners are guided in pairs, in groups or individually to:

Draw various circles using a compass.

Use a string/thread and a ruler to measure the length around the circle.

 

How many square meters are there in 10 acres? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 106-108

 

 

Place value chart

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  2 MEASUREMENT

 

 

Area

 

Area of Rectangle

By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of a rectangle.

b)      Work out the area of various rectangles.

c)      Have fun calculating the area of a rectangle.

Learners are guided in pairs, in groups or individually to:

Draw a rectangle.

State the formula for calculating the area of a rectangle.

Work out the area of various rectangles.

 

What is the formula for calculating the area of a rectangle?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 108-110

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  3 MEASUREMENT

 

 

Area

 

Area of Parallelogram

By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of a parallelogram.

b)      Work out the area of various parallelogram.

c)      Enjoy calculating the area a parallelogram.

Learners are guided in pairs, in groups or individually to:

Trace or draw a parallelogram on a piece of paper.

State the formula for calculating the area of a parallelogram.

Work out the area of various parallelogram.

What is the formula for calculating the area of a parallelogram? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 110-112

 

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  4 MEASUREMENT

 

 

Area

 

Area of Rhombus

By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of a rhombus.

b)      Work out the area of various rhombus.

c)      Have fun calculating the area a rhombus.

Learners are guided in pairs, in groups or individually to:

Trace or draw a rhombus on a piece of paper.

State the formula for calculating the area of a rhombus.

Work out the area of various rhombus

What is the formula for calculating the area of a rhombus? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 112-114

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  5 MEASUREMENT

 

 

Area

 

Area of Trapezium

By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of a trapezium.

b)      Work out the area of various trapezium.

c)      Have fun calculating the area a trapezium.

Learners are guided in pairs, in groups or individually to:

Trace or draw a trapezium on a piece of paper.

State the formula for calculating the area of a trapezium.

Work out the area of various trapezium.

What is the formula for calculating the area of a trapezium? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 114-116

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
6 1 MEASUREMENT

 

 

Area

 

 

Area of Circles

By the end of the lesson, the learner should be able to:

a)      Watch a video from the link in learner’s book.

b)      Divide a circle into 16 parts cut out the sectors and paste them on a manilla paper.

c)      Appreciate the use of digital devices.

Learners are guided in pairs, in groups or individually to:

Watch a video from the link in learner’s book.

Divide a circle into 16 parts cut out the sectors and paste them on a manilla paper.

Work out the area of various circles.

Work out task 6.

What do you notice between the width and the radius of a circle?

What is the formula for calculating the area of a circle?

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 116-118

 

 

Ruler

Pair of scissors

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  2 MEASUREMENT

 

 

Area of borders By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of boarders.

b)      Work out the area of various borders.

c)      Enjoy calculating the area boarders.

Learners are guided in pairs, in groups or individually to:

Trace a picture frame on a piece of paper.

State the formula for calculating the area of boarders.

Work out the area of various borders.

What is the formula for calculating the area of a boarder? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 119-121

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  3 MEASUREMENT

 

 

Area of combined shapes By the end of the lesson, the learner should be able to:

a)      State the formula for calculating the area of combined shapes.

b)      Work out the area of various combined shapes.

c)      Have fun and enjoy calculating the area combined shapes.

Learners are guided in pairs, in groups or individually to:

Draw and make cutouts of different shapes.

State the formula for calculating the area of combined shapes.

Work out the area of various combined shapes.

What is the formula for calculating the area of combined shapes? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 119-121

 

 

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  4 MEASUREMENT

 

 

Volume and capacity

 

 

The cubic meter (m3) as a unit of measuring volume

By the end of the lesson, the learner should be able to:

a)      Cut sticks of 1m each using a panga and observe safety

b)      Join sticks of 1m each to form a cube and find its volume.

c)      Appreciate the cubic meter as a unit of measuring volume

Learners are guided in pairs, in groups or individually to:

Define volume.

Cut sticks of 1m each using a panga and observe safety

Join sticks of 1m each to form a cube and find its volume.

 

What the volume of the cube? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 122

 

Pieces of paper

Digital devices

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  5 MEASUREMENT

 

 

Volume and capacity

 

 

Converting cubic metres (m3) into cubic centimetres (cm3)

By the end of the lesson, the learner should be able to:

a)      Identify the formula of converting cubic metres (m3) into cubic centimetres (cm3).

b)      Convert cubic metres (m3) into cubic centimetres (cm3)

c)      Appreciate the relationship between cubic metres (m3) into cubic centimetres (cm3).

Learners are guided in pairs, in groups or individually to:

Identify the formula of converting cubic metres (m3) into cubic centimetres (cm3).

Convert cubic metres (m3) into cubic centimetres (cm3)

 

What is the formula for converting cubic metres (m3) into cubic centimetres (cm3)?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 123

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
7 1 MEASUREMENT

 

 

Volume and capacity

 

 

Converting cubic centimetres (cm3) into cubic metres (m3)

By the end of the lesson, the learner should be able to:

a)      Identify the formula of converting cubic centimetres (cm3) into cubic metres (m3).

b)      Convert cubic centimetres (cm3) into cubic metres (m3)

c)      Appreciate the relationship between cubic centimetres (cm3) into cubic metres (m3).

Learners are guided in pairs, in groups or individually to:

State the relationship between centimetres cuboid and metres cuboid.

Identify the formula of converting cubic centimetres (cm3) into cubic metres (m3).

Convert cubic centimetres (cm3) into cubic metres (m3)

 

What is the formula for converting cubic metres (m3) into cubic centimetres (cm3)?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 124

 

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  2 MEASUREMENT

 

 

Volume and capacity

 

 

Volume of cubes

By the end of the lesson, the learner should be able to:

a)      Measure the length, width and height of the cube using a ruler.

b)      Calculate the volume of the cube formed using the measurements.

c)      Enjoy calculating the volume of cube.

Learners are guided in pairs, in groups or individually to:

Make or draw a cube.

Measure the length, width and height of the cube using a ruler.

Calculate the volume of the cube formed using the measurements.

 

 

What is a cube?

 

How do you calculate the volume of a cube?

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 125-126

 

 

Ruler

Digital devices

 

Class activities

Written tests

Home

Assignments

Oral questions

Checklists

Portfolio

Observation

 
  3 MEASUREMENT

 

 

Volume and capacity

 

 

Volume of cuboids

By the end of the lesson, the learner should be able to:

a)      Measure the length, width and height of the cuboid using a ruler.

b)      Calculate the volume of the cuboid formed using the measurements.

c)      Enjoy calculating the volume of cuboid.

Learners are guided in pairs, in groups or individually to:

Make or draw a cuboid.

Measure the length, width and height of the cuboid using a ruler.

Calculate the volume of the cuboid formed using the measurements.

 

What is a cuboid?

 

How do you calculate the volume of cuboid?

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 127-129

 

 

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Observation

 
  4 MEASUREMENT

 

 

Volume and capacity

 

 

Volume of a cylinder

By the end of the lesson, the learner should be able to:

a)      State the formula to calculate the volume of a cylinder.

b)      Calculate the volume of a cylinder.

c)      Enjoy working out volume of various cylinders.

Learners are guided in pairs, in groups or individually to:

Draw a cylinder in their exercise books.

State the formula to calculate the volume of a cylinder.

Calculate the volume of a cylinder.

What is a cylinder?

 

How do you calculate the volume of cylinder?

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 129-131

 

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Observation

 
  5 MEASUREMENT

 

 

Volume and capacity

 

Relationship between cubic centimeters (cm3), cubic meters (m3) and liters

By the end of the lesson, the learner should be able to:

a)      Make a model cube of sides 10cm each and find its volume.

b)      Determine the relationship between cubic centimeters (cm3), cubic meters (m3) and litres

c)      Appreciate the relationship between cubic centimeters (cm3), cubic meters (m3) and litres

Learners are guided in pairs, in groups or individually to:

Make a model cube of sides 10cm each and find its volume.

Determine the relationship between cubic centimeters (cm3), cubic meters (m3) and litres.

 

What is the volume of the cube? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 131-132

 

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8       MIDTERM BREAK          
9 1 MEASUREMENT

 

 

Volume and capacity

 

Relating between volume and capacity

By the end of the lesson, the learner should be able to:

a)      Define capacity and state the relationship between volume and capacity.

b)      Convert volume to capacity and vice versa.

c)      Appreciate the relationship between volume and capacity.

Learners are guided in pairs, in groups or individually to:

Define capacity.

State the relationship between volume and capacity.

Outline the formula of converting volume and capacity.

Use digital devices to play games.

What is the relationship between volume and capacity?

 

How do you convert volume to capacity and vice versa?

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 133-134

 

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Observation

 
  2 MEASUREMENT

 

 

Time, distance speed

 

Units of measuring time

By the end of the lesson, the learner should be able to:

a)      Tell the current time using the classroom clock.

b)      List the units used for measuring time.

c)      Appreciate the importance of reading time.

Learners are guided in pairs, in groups or individually to:

Draw a clock as shown in learner’s book.

Tell the current time using the classroom clock.

List the units used for measuring time.

What is the time now? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 134-136

 

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Observation

 
  3 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – hours into minutes

By the end of the lesson, the learner should be able to:

a)      Create a conversion table on units of time.

b)      Convert hours into minutes.

c)      Appreciate the importance of reading time.

Learners are guided in pairs, in groups or individually to:

Create a conversion table on units of time.

Convert hours into minutes.

Work out task 2

 

1 hour has how many minutes? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 136-137

 

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Observation

 
  4 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – minutes into hours

By the end of the lesson, the learner should be able to:

a)      Create a conversion table on units of time.

b)      Convert minutes into hours.

c)      Appreciate the importance of reading time.

Learners are guided in pairs, in groups or individually to:

Create a conversion table on units of time.

Convert minutes into hours.

Work out task 3

 

120 minutes has how many hours? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 137-138

 

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Observation

 
  5 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – minutes into seconds

By the end of the lesson, the learner should be able to:

a)      Explain how to convert minutes into seconds.

b)      Convert minutes into seconds.

c)      Appreciate the importance time in everyday life.

Learners are guided in pairs, in groups or individually to:

Explain how to convert minutes into seconds.

Convert minutes into seconds.

Work out task 4

 

120 seconds has how many minutes? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 138-139

 

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Observation

 
10 1 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – seconds into minutes

By the end of the lesson, the learner should be able to:

a)      Explain how to convert seconds into minutes.

b)      Convert seconds into minutes.

c)      Appreciate the importance time in everyday life.

Learners are guided in pairs, in groups or individually to:

Explain how to convert seconds into minutes.

Convert seconds into minutes.

Work out task 5

 

3600 seconds has how many minutes? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 139-140

 

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Observation

 
  2 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – hours into seconds

By the end of the lesson, the learner should be able to:

a)      Create a conversion table on units of time.

b)      Convert hours into seconds.

c)      Appreciate the importance of reading time.

Learners are guided in pairs, in groups or individually to:

Create a conversion table on units of time.

Convert hours into seconds.

Work out task 6

 

I hour has how many seconds? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 140-141

 

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Observation

 
  3 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of time – seconds into hours

By the end of the lesson, the learner should be able to:

a)      Create a conversion table on units of time.

b)      Convert seconds into hours.

c)      Appreciate the importance of reading time.

Learners are guided in pairs, in groups or individually to:

Create a conversion table on units of time.

Convert seconds into hours.

Work out task 7

 

1800 seconds has how many hours? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 141-142

 

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Observation

 
  4 MEASUREMENT

 

 

Time, distance speed

 

Units of measuring distance – kilometres into metres

By the end of the lesson, the learner should be able to:

a)      State the importance of converting distance from metres to km.

b)      Convert the distance from km to metres in real life situations.

c)      Appreciate the importance of converting distance from metres to km.

Learners are guided in pairs, in groups or individually to:

Discuss and estimate distances between two or more points.

State the importance of converting distance from metres to km.

Convert the distance from km to metres in real life situation.

 

What is the formula of converting distance from km to metres? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 142-143

 

 

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Observation

 
  5 MEASUREMENT

 

 

Time, distance speed

 

Units of measuring distance – metres to kilometres

By the end of the lesson, the learner should be able to:

a)      State the importance of converting distance from metres to kilometres.

b)      Convert the distance from metres to kilometres in real life situations.

c)      Appreciate the importance of converting distance from metres to kilometres

Learners are guided in pairs, in groups or individually to:

Discuss and estimate distances between two or more points.

State the importance of converting distance from metres to kilometres.

Convert the distance from metres to kilometres in real life situation.

 

What is the formula of converting distance from metres to kilometres? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 143-144

 

 

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Observation

 
11 1 MEASUREMENT

 

 

Time, distance speed

 

Speed – speed in kilometres per hour

By the end of the lesson, the learner should be able to:

a)      Define speed.

b)      Estimate the speeds in km/h of various distances and time.

c)      Enjoy calculating speed in km/h.

Learners are guided in pairs, in groups or individually to:

Define speed.

Estimate the speeds in km/h of various distances and time.

Work out task 10

What is the distance covered by a bus travelling at the speed of 80 km/h and takes 3 hours? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 144-146

 

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Observation

 
  2 MEASUREMENT

 

 

Time, distance speed

 

Speed – speed in metres per second

By the end of the lesson, the learner should be able to:

a)      Explain how to convert speed in to meters per second.

b)      Estimate the speeds in m/s of various distances and time.

c)      Enjoy calculating speed in m/s.

Learners are guided in pairs, in groups or individually to:

Explain how to convert speed in to meters per second.

Estimate the speeds in m/s of various distances and time.

Work out task 11

What is the distance covered by a bus travelling at the speed of 60 m/s and takes 300 seconds? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 146-147

 

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Observation

 
  3 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of speed – converting km/h to m/s

By the end of the lesson, the learner should be able to:

a)      State the formula of converting km/h to m/s

b)      Convert km/h to m/s in real life situations.

c)      Enjoy converting km/h to m/s.

Learners are guided in pairs, in groups or individually to:

State the formula of converting km/h to m/s

Convert km/h to m/s and in real life situations.

 

 

How do you convert km/h to m/s?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 147-148

 

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Observation

 
  4 MEASUREMENT

 

 

Time, distance speed

 

Conversion of units of speed – converting m/s to km/h

By the end of the lesson, the learner should be able to:

a)      State the formula of converting m/s to km/h

b)      Convert m/s to km/h in real life situations.

c)      Enjoy converting m/s to km/h.

Learners are guided in pairs, in groups or individually to:

State the formula of converting m/s to km/h

Convert m/s to km/h in real life situations.

Play games using digital devices.

 

How do you convert m/s to km/h?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 148-149

 

 

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Observation

 
  5 MEASUREMENT

 

 

Temperature

 

The temperature in our environment

By the end of the lesson, the learner should be able to:

a)      Define temperature.

b)      Describe the temperature conditions of the immediate environment as warm, hot or cold.

c)      Appreciate different kind of temperature.

Learners are guided in pairs, in groups or individually to:

Define temperature.

Describe the temperature conditions of the immediate environment as warm, hot or cold.

Draw the images in learner’s book.

 

What is temperature? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 149-150

 

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Observation

 
12 1 MEASUREMENT

 

 

Temperature

 

Comparing temperature

By the end of the lesson, the learner should be able to:

a)      Compare temperature using hotter, warmer, colder and same as in different situations.

b)      Work out temperature in degree Celsius and kelvin.

c)      Appreciate the tools used to measure temperature.

Learners are guided in pairs, in groups or individually to:

Identify the tools used to measure temperature.

Compare temperature using hotter, warmer, colder and same as in different situations.

Work out temperature in degree Celsius and kelvin.

What is the room temperature? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 150-151

 

 

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Observation

 
  2 MEASUREMENT

 

 

Temperature

 

Units of measuring temperature

By the end of the lesson, the learner should be able to:

a)      Name the instrument used to measure temperature.

b)      Identify the units of measuring temperature (degree Celsius and Kelvin).

c)      Appreciate the units of measuring temperature.

Learners are guided in pairs, in groups or individually to:

Name the instrument used to measure temperature.

Identify the units of measuring temperature (degree Celsius and Kelvin).

 

 

Which instrument is used for measuring temperature?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 151-153

 

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Observation

 
  3 MEASUREMENT

 

 

Temperature

 

Converting temperature in degree Celsius to Kelvin

By the end of the lesson, the learner should be able to:

a)      Discuss the relationship between Kelvin and degrees Celsius.

b)      Convert units of measuring temperature from degree Celsius to Kelvin.

c)      Appreciate the relationship between Kelvin and degrees Celsius.

Learners are guided in pairs, in groups or individually to:

Discuss the relationship between Kelvin and degrees Celsius.

Convert units of measuring temperature from degree Celsius to Kelvin.

Work out task 4

 

 

What is the relationship between Kelvin and degrees Celsius?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 153-154

 

 

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Observation

 
  4 MEASUREMENT

 

 

Temperature

 

Converting temperature in Kelvin to degree Celsius

By the end of the lesson, the learner should be able to:

a)      Explain how to convert Kelvin to degree Celsius.

b)      Convert units of measuring temperature from Kelvin to degree Celsius

c)      Appreciate the relationship between Kelvin and degrees Celsius.

Learners are guided in pairs, in groups or individually to:

Explain how to convert Kelvin to degree Celsius.

Convert units of measuring temperature from Kelvin to degree Celsius

Work out task 5

 

 

290 Kelvin is equivalent to how many degrees Celsius?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 154-155

 

 

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Observation

 
  5 MEASUREMENT

 

 

Temperature

 

Temperature in degree Celsius and Kelvin

By the end of the lesson, the learner should be able to:

a)      Read the temperatures of the day in the given table and answer the questions that follow.

b)      Determine the rise in temperature given different scenarios

c)      Appreciate the relationship between Kelvin and degrees Celsius.

Learners are guided in pairs, in groups or individually to:

Read the temperatures of the day in the given table and answer the questions that follow.

Determine the rise in temperature given different scenarios

Work out task 6

 

 

What is the rise in temperature from 200 Kelvin to 291 Kelvin?

 

Smart Minds Mathematics

Learner’s Book Grade 7 pg. 155-157

 

 

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Observation

 
13 1 MEASUREMENT

 

 

Money

 

 

Profit

By the end of the lesson, the learner should be able to:

a)      State the formula of working out profit.

b)      Calculate the profit in word problems.

c)      Appreciate the importance of calculating profits in businesses.

Learners are guided in pairs, in groups or individually to:

Define profit.

State the formula of working out profit.

Calculate the profit in word problems.

Workout task 1.

How do you calculate profit? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 157-158

 

 

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Observation

 
  2 MEASUREMENT

 

 

Money

 

 

Loss

By the end of the lesson, the learner should be able to:

a)      State the formula of working out loss.

b)      Calculate loss in word problems.

c)      Appreciate the importance of calculating loss in businesses.

Learners are guided in pairs, in groups or individually to:

Define the term loss.

State the formula of working out loss.

Calculate loss in word problems.

 

 

How do you calculate loss? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 158-159

 

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Observation

 
  3 MEASUREMENT

 

 

Money

 

 

Percentage profit

By the end of the lesson, the learner should be able to:

a)      State the formula of working out percentage profit.

b)      Calculate percentage profit in word problems.

c)      Appreciate the importance of calculating profits in businesses.

Learners are guided in pairs, in groups or individually to:

Define percentage profit.

State the formula of working out percentage profit.

Calculate percentage profit in word problems.

Workout task 3.

How do you calculate percentage profit? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 160-161

 

 

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Observation

 
  4 MEASUREMENT

 

 

Money

 

 

Percentage Loss

By the end of the lesson, the learner should be able to:

a)      State the formula of working out percentage loss.

b)      Calculate percentage loss in word problems.

c)      Appreciate the importance of calculating loss in businesses.

Learners are guided in pairs, in groups or individually to:

Define the term percentage loss.

State the formula of working out loss.

Calculate percentage loss in word problems.

 

 

How do you calculate percentage loss? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 162-163

 

 

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Observation

 
  5 MEASUREMENT

 

 

Money

 

 

Discount

By the end of the lesson, the learner should be able to:

a)      Define discount and explain how to find discount.

b)      Find discount in word problems.

c)      Appreciate discount in real life situations

Learners are guided in pairs, in groups or individually to:

Define discount and explain how to find discount.

Find discount in word problems.

 

What is discount? Smart Minds Mathematics

Learner’s Book Grade 7 pg. 164-165

 

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14       END OF TERM TWO ASSESSMENT      

MWONGOZO WA TUMBO LISILOSHIBA

Yaliyomo

Tumbo Lisiloshiba Said A. Mohamed………………………………….1.
Mapenzi ya Kifaurongo KennaWasike……………………………………. 17
/Shogake Dada ana Ndevu Alifa Chokocho ………………………………….31
Shibe Inatumaliza Salma Omar Hamad ……………………………41
Mame Bakari Mohammed Khelef Ghassany……………….45
Masharti ya Kisasa Alifa Chokocho ………………………………….53
Ndoto ya Mashaka Ali Abdulla Ali ……………………………………62
Kidege Robert Oduori ……………………………………70
Nizikeni Papa Hapa Ken Walibora ……………………………………76
Tulipokutana Tena Alifa Chokocho…………………………………. 82
Mwalimu Mstaafu Dumu Kayanda…………………………………. 88
Mtihani wa Maisha Eunice Kimaliro………………………………… 96
Mkubwa Ali Mwalimu Rashid ………………………….104
iii.
1. TUMBO LISILOSHIBA
Historia ya Mwandishi.
Hadithi hii imeandikwa na Prof. Said Mohammed, mwandishi
mtajika ambaye amewahi pia kuandika vitabu vingine vitajika
kama vile Riwaya ya Utengano. Mwandishi huyu bila shaka ni gwiji
katika ulingo huu kwani amewahi kuandika kazi zingine za fasihi
andishi zikiwemo tamthilia, mashairi na hadithi fupi.
Dhamira
Dhamira ni funzo kuu litokanalo na kazi ya sanaa au lengo kuu la
mwandishi. Mwandishi wa hadithi ya Tumbo lisiloshoba alidhamiria
kufunua uozo unaoletwa na ubinafsi na tamaa katika jamii. Aidha
anawajasirisha wanaoathiriwa kuwa wanaweza kukubali madhila
wanayofanyiwa ama kupinga dhulma hizo na kusimama wima na
kutetea haki zao.
Ufupisho wa Hadithi.
Hadithi hii inaangazia maisha ya watu wanaoishi katika mtaa wa
Madongoporomoka, mtaa ambao umepakana na jiji linalokuwa
kwa kasi mno. Jiji hili limeshiba kwa wingi wa mijengo iliyojengwa
k i a s i c h a k u a n z a k u t i s h i a u we p o wa m t a a d u n i wa
Madongoporomoka. Uvumi unawakia wanamadongoporomoka
kwamba mtaa wao utanyakuliwa ili upanuzi wa mji ukie eneo hilo.
Mwanzoni ulianza kama tu uvumi uliokuja na kupita bila ya
wanamadongoporomoka kuwa na uhakika nao. Ingawa uvumi huo
u l i i s h i a k u t ow e k a , M z e e M a g o k a t u h a k u wa r u h u s u
wanamadongoporomoka kutupilia mbali wazo la uvumi huo kutimia
na wao kuishia kufurushwa. Anawaleta pamoja wanakijiji wenzake
ili kutafuta suluhishi kwa tatizo lililokuwa limewakodolea macho.
Kwa pamoja wanakijiji wote wanakubaliana kutoondoka na liwe
liwalo. Hata ikiwa watafurushwa, wanaamua kutetea mtaa wao na
kusalia.
Kisadfa, bwana mmoja mwenye tumbo kubwa anawasili kwenye
mkahawa wa Mzee Mago na kutaka kupewa chakula chote
kilichoandaliwa. Ajabu ni kuwa anapokabidhiwa chakula hicho,
1.
anafyeka chote fyuu! Ni ajabu kwani huyu jamaa ana “Tumbo
lisiloshiba”. Baada ya kula na kutoa bweu kubwa lenye harufu
mbaya, jitu linalipa na kuahidi litarejea siku iliyofuatia.
Siku iliyofuata wanamadongoporomoka wanagutushwa na
maporomoko yanayotokana na vibanda vyao kubomolewa na
mabuldoza. Wanafurushwa wote kwa nguvu. Vibanda vyao
vinabomolewa na wao kuishia kufukuzwa. Ajabu ni kwamba
“Bwana Tumbo” anarejea kama alivyoahidi. Ila wakati huu yuko
ndani ya gari kubwa na dereva anayemwamrisha. Hivyo amerudi
kula kila kitu kama alivyoahidi ila wakati huu amekuja kula
m a s h a m b a y a o . M z e e M a g o a n a w a s h a w i s h i
wanamadongoporomoka kutoondoka, licha ya dhulma hizo.
Umoja wa wanakijiji hawa unawaokoa kwani muda mfupi
baadaye, vibanda vyao vinaanza kuota tena. Wanafaulu kuzuia
tamaa ya tumbo kubwa lisiloshiba la mji kutokula mashamba yao.
MAUDHUI
Baadhi ya maudhui yanajitokeza katika hadithi hii ni kama vile:
a) Ubinafsi na tamaa
b) Unyanyasaji
c) Utetezi wa haki
d) Umaskini
e) Utabaka
f) Migogoro
a) Ubinafsi na tamaa (Tumbo lisiloshiba)
Haya ndiyo maudhui makuu katika hadithi hii. Maudhui haya
yanajengeka kwa kutazama jinsi ambayo wahusika fulani
hawatosheki na mengi waliyokuwa nayo na hivyo basi kutamani
vidongo vya wengine na kutaka kuwahini. Wakubwa wa jiji
wanadai kwamba jiji limejaa tayari hadi Pomoni. Halijaacha hata
nafasi ya mtu kuvuta pumzi.
2.
Jiji lenyewe limekuwa limesheheni usa, ujumi na tamaduni mbali
mbali. Jiji limejaa hoteli, mikahawa, departmental stores, casinos,
viwanja vya gofu, viwanja vya tenisi, voliboli, mpira wa vikapu,
raga, kabumbu, vyuo vikuu, mahakama, hospitali, majumba ya osi
na mengine mengi. Haya yote yamekuwa yamesimama wima jijini.
Hapajasalia hata nafasi kidogo ya kuvuta pumzi. Hivyo basi
wakubwa wa jiji waonelea vyema kwa ardhi ya watu wa
Madongoporomoka kutwaliwa. Hii ni tamaa ya hali ya juu.
Wanataka wajenge majumba ya kifahari huko. Hawataki kuwalipa
wenye ardhi hiyo dhamana inayofaa bali wanataka tu kuwafurusha
wanamadongoporomoka.
Mhusika “Bwana Tumbo” anaingia kwenye mkahawa wa Mzee
Mago. Ukubwa wa tumbo lake unashangaza wengi. Ni dhahiri kuwa
huyu mtu ni mlaji hodari. Jamaa huyu anaishi kuulizia chakula
kilichopo kwenye mkahawa na kukila. Anakula chakula chote
kilichoandaliwa kwa walaji wengine wote. Anamaliza chakula na
kuongezewa kingine. Anakula nyama ya kuchoma, mchuzi wa
nyama, wali wa nazi, samaki wa kukaanga, chapatti kadhaa na
kuishia kuteremshaa na chupa mbili za Coca cola. Anafagia
mkahawa wote. Anaahidi kurejea siku itakayofuata na kutaka
chakula kipikwe mara mbili Zaidi ya kile kilichopikwa siku hiyo. Hii ni
tamaa ya ajabu. Watu waliokuwepo kwenye mkahawa wanabaki
kushangaa ni vipi mtu anakula chakula chote kilichoandaliwa walaji
wote kwenye mkahawa?
Bwana mwenye tumbo ana tamaa ya mashamba. Anajaribu
kuwafurusha wanamadongoporomoka kutoka kwenye makaazi
yao. Anawarausha asubuhi na mapema kwa mabuldoza
yanayobomoa makaazi yao. Inakusudiwa kuwa majengo
yatajengwa katika ardhi hii inayotamaniwa sana na wenye jiji.
Anwambia Mzee Mago kuwa amekuja kula mashamba yao. Hii ni
tamaa ajabu ya mashamba yaliyo na wenyewe.
3.
Jiji lina tumbo ambalo halishibi. Jiji hili limepambwa vyema na
majumba ya kifahari. Jiji limejaa hoteli, mikahawa, departmental
stores, casinos, viwanja vya gofu, viwanja vya tenisi, voliboli, mpira
wa vikapu, raga, kabumbu, vyuo vikuu,mahakama na hata
hospitali. Ajabu ni kuwa jiji hili halijatosheka kwa usa wake. Jiji
linataka kupanua tumbo lake hadi katika mtaa wa
Madongoporomoka.
a) Unyanyasaji
Hii ni hali ya wahusika kuhiniwa haki ambayo wanastahili na
badala yake wengine kupewa haki hiyo kwa haramu.
Wanamadongoporomoma wananyanyaswa na viongozi wa jiji.
Licha ya wao kuwa wamiliki halisi wa mashamba yao,
wanapangiwa hila ya kunyang’anywa vipande vyao vya ardhi.
Ardhi hiyo inapangiwa njama ya kunyakuliwa bila ya wao kulipwa
dia inayostahili. (Uk 4)
WanaMadongoporomoka pia wananyanyaswa kisheria. Ni mujibu
wa sheria kuwatetea watu wote ambao wamehiniwa au kutendewa
isivyo haki. Mzee Mago anafahamu vyema kwamba kuna
uwezekano mkubwa wa wao kupokonywa mali zao ilhali sharia
itumiwe kuwakandamiza yeye na maskini wenzake.Anaomba
waishie kumpata hakimu ambaye ni mpenda haki ili haki isiuliwe na
asiyestahili kuishia kutetewa na sharia mbovu. (Uk 2)
Majengo makubwa yaliyoko jijini yananuia kuwanyanyasa
wanamadongoporomoka na kumeza vipande vyao vya ardhi.
Vipande hivi vya ardhi vinanuiwa kutumika ili kuwahi kujenga
majengo bora Zaidi.
b) Utetezi wa haki
Mzee Mago ametumiwa na mwandishi kama kielelezo cha mtetezi
wa haki ya wakaazi wa kijiji wa madongoporomoka. Mhusika huyu
anawatetea madongoporomoka kutokana na maonevu ya wakuu
wa jiji.alijitahidi kuzuia njama ya watu wakubwa kutaka kuchukua
ardhi za watu wadogo. Mzee Mago aliwafuata wengine ili
kuzungumza kuhusu haki ya unyang’anyaji wa mashamba yao. Yeye
hupiga mbio huku na kule kujaribu kuzuia haki isiangamizwe. (Uk 2)
4.
Kwa kuwa Mzee Mago anafahamu kwamba haki inauzwa na
kupewa watu wasiostahili. Anajua kuwa haki itauzwa. Anafahamu
kwamba haki itapewa wengine wasiostahili. Hivyo basi anamtafuta
wakili mzuri ambaye hatasaidiana na viongozi dhalimu ili kuwahini
mashamba yao.
Mzee Mago anawahamasisha wanamadongoporomoka kutokubali
kufurushwa kutoka maeneo yao. Hawaruhusu watu kusahau uvumi
wa wao kufurushwa. Anawaita katika kikao na kuwakumbusha
uwezekano wa hao kufurushwa. Anawaongoza kutokubali
kufurushwa ikiwa wakubwa wa jiji watakuja kuwaondoa kwenye
makaazi yao. Baadaye wanamadongoporomoka wanapovamiwa,
wanakataa kuondoka hadi wiki tatu baadaye ambapo makaazi
yao yanarudi kuchomoza kama uyoga. (Uk 11)
a) Umaskini
Ni hali ya kukosa mali/hali ya ufukara au ukata. Umma wa
Madongoporomoka unaishi katika hali mbaya ya kimaskini.
Mandhari ya kijiji hiki ni ya kimaskini na kufedhehesha mno. Kuna
mashonde na vinyesi. Kuna vibanda vya uchwara vinavyozungukwa
na uoza na bubujiko la maji machafu. Kuna uvundo unaopasua
mianzi ya pua. (Uk 4). Bila shaka, mandhari haya sio ya mahali
ambapo mtu anaweza kufurahia kuwa. Ni mandhari ya mahali
ambapo ni masikini tu ndio wanaishi.
b) Utabaka
Hii ni hali ya wahusika kugawika katika makundi tofauti tofaauti
kulingana na uwezo wao wa kiuchumi. Kuna tabaka la matajiri na
masikini. Kila tabaka limejikita katika shughuli zao wenyewe za
kutetea matumbo yao. Masikini wanapigania kutetea makaazi yao
ya kimaskini. Wanakataa kata kata kuhiniwa na wachache matajiri
ambao wanamiliki mali nyingi. Kwa upande mwingine, matajiri
wana matumbo yasiyoshiba. Wananyakua mashamba ya masikini
kwa minajili ya kutaka kuendeleza ujenzi wa majumba ya kifahari.
Hivyo basi, matajiri wanaishi kuwafurusha masikini kutoka kwenye
makaazi yao. (Uk 10-11)
5.
a) Migogoro
Katika hadithi hii panazuka migogoro mbali mbali baina ya
wahusika tofauti. Kuna tofauti nyingi ambazo zinazuka kati ya
wahusika mbali mbali katika hadithi. Baadhi ya migogoro hii ni
kama vile:
a) Mgogoro baina ya Wakuu wa Jiji na wanakijiji wa
Madongoporomoka.
Mgogoro huu unatokana na hali ya jiji kupanuka na
kusheheni kila aina ya majumba kiasi cha kukosa nafasi ya
mtu kuvuta pumzi. (Uk 4)Kutokana na hali hii, wakuu wa jiji
wanaonelea kuwa mahali pazuri pa kupanua shughuli za jiji
lile ni huko Madongoporomoka. Huko ndiko kuna vijishamba
ambavyo havina kazi. Vishamba ambavyo vinapaswa
kupambwa na majumba mazuri ya kifahari. Kwa upande
mwingine, maskini hawa wanaenzi vijumba vyao pamoja na
mazingira yao na hawako tayari kuondoka kwa njia yoyote
ile. Hali hii inazua mgogoro kati yao na wakuu wa Jiji.
b) Mgogoro baina ya Bwana mwenye tumbo na wana-
Madongoporomoka.
Bwana Mwenye tumbo ananuia kula mashamba ya wana-
Madongoporomoka. Kwa upande mwingine, wanakijiji hawa
wanakaidi amri ya kuondoka, pamoja na madhila ya
kubomolewa makaazi yao wanamoishi. Licha ya mateso yote
wanayoelekezewa wana-Madongoporomoka, wanakataa
kuondoka katika mashamba yao na kuruhusu ujenzi wa
majumba ya kifahari kutekelezwa. Ni wazi kuwa huu ni
mwanzo tu wa mgogoro kati ya wahusika hawa hawa na
mporaji huyu wa ardhi.
6.
MBINU ZA LUGHA NA UANDISHI.
Hizi ni mbinu ambazo mwandishi hutumia ili kuleta mvuto katika kazi
yake. Mbinu za uandishi ni sawa na mtindo wa mwandishi. Hizi
zinahusu upekee wa mwandishi kwa namna anavyoichora kazi
yake. Mbinu za uandshi ni mbinu ambazo mwandishi hutumia ili
kutupa sisi wasomaji ujumbe wa ziada. Mbinu hizi ni kama vile
matumizi ya ndoto, barua, mbinu rejeshi,n.k. mbinu zilizotumiwa
katika hadithi hii ni pamoja na:
1. Takriri
Takriri ni mbinu ya kifasihi ya kurudiarudia neno au kifungu cha
maneno ili kusisitiza au kulitilia mkazo. Mifano ya takriri ni kama
ifuatayo:
a) Ulianza uvumi. Uvumi ukageuka nong’ono. Nong’ono
zikafumbua kinywa kueneza wasiwasi. Wasiwasi ukawa
hofu… (Uk 1).
b) …gwa sahau hiyo ni tokeo la lile lile la umoja katika uwili.
(Uk 1)
c) Mzee Mago kajifunza kutosahau. Kutosahau hamkumpi hata
kidogo… (Uk 2)
d) Itikadi ya wakubwa ilikuwa bado ni ile ile. (Uk 2)
e) Hawawezi…hawawezi, hawawezi, kabisa hawawezi! (Uk 5)
2. Kinaya
Kinaya ni hali ambayo mhusika anasema au kutenda kinyume
na matarajio. Mifano ya kinaya ni kama ifuatayo:
a) …maana siku hizi wanasheria waaminifu ni adimu kama
haki yenyewe. (Uk 2)
b) Ilishikilia kwamba jiji halina nafasi tena. Yaani limejaa kila
pahala. Limejaa hiki na kile, hili na lile. Limejaa hadi
pomoni. (Uk 3-4)
7.
c) Halikuacha hata nafasi ya kuvuta pumzi. (Uk 4)
d) “sharia gani hiyo iko mikononi mwetu?” Aliuliza Mzee
Mago. “Sheria kila wakati iko mikononi mwao.” (Uk 6)
a) “Nitakula chakula chako chote ulichopika kuwauzia
wateja wako leo.” (Uk 8)
1. Taswira
Taswira ni maelezo ambayo yanaunda picha fulani katika akili za
msomaji. Mifano ya taswira ni kama ifuatayo:
a) Kuna mashonde na vinyesi. Kuna vibanda vya uchwara
vinavyozungukwa na uozo na bubujiko la maji machafu. Kuna
uvundo unaopasua mianzi ya pua. (Uk 4).
b) Wakati huu ndipo pua za wazungumzaji hawa ziliponasa
harufu za vyakula vilivyotoka jikoni. Harufu mchanganyiko
zilizowaingia puani na kukaanza kulambatia na kukaza mate
vinywani mwao. (Uk 6)
c) Jitu lilikuwa limevaa suti nyeusi na shati jeupe. Limekabwa
shingoni na tai ya buluu iliyozama kwenye misuli ya shingo
fupi nene…(Uk 7)
d) Naam. Vyakula vilipakuliwa. Wali na nazi. Mchuzi na nyama.
Nyama ya kuchoma kwa mkaa na bakuli la kachumbari.
Samaki wa kukaanga. Chapatti kadhaa za duara… (Uk 8)
1. Maswali ya Balagha
Balagha ni mbinu ambapo mwandishi huuliza maswali yasiyohitaji
majibu. Maswali haya hulenga kumfanya mhusika au msomaji kukiri
kwa kina. Kwa mfano:
a) Aaa, kuna jabu gani lakini mvua ikinyesha? Si kila siku
huanguka kupunguza joto …? Si huanguka kuburudisha nafsi
zinazohaha na kukata tamaa? (Uk 1)
b) Nani angewashauri wao mburumatari? Sauti zao hazikustahi
kusikika, seuze kusikizwa? (Uk 3)
8.
c) Kwani si kila mtu anafaa kujua kuwa kimya kirefu kina
mshindo mkuu? (Uk 3)
d) Tuondoke twende wapi? (Uk 5)
e) Kuwe na mazungumzo gani hasa yatakayomchangamsha
kila mtu wakati huu kuliko uvumi ulioanza tena kuvuma? (Uk 5)
f) Aaa, nani anayejua hatimaye? Kesho yenyewe haijazaliwa
seuze fumbato ndani ya kesho yenyewe?
g) Chupa mbili za Coca cola zifae nini kwa jitu kuza kama hilo?
(Uk 8)
h) Wakawa wanatazamana kwa wakionyesha hawaamini nini
kinachotokea. Itawezekanaje?
1. Kuchanganya Ndimi
Hii ni mbinu ya uandishi ambapo wahusika huzungumza kwa
kutumia lugha zaidi ya moja ili kuonyesha hali yao na hisia zao
katika mazungumzo. Mbinu hii humwezesha mhusika kujieleza
vyema Zaidi kwa kutumia msamiati ambao hauko katika lugha
fulani. Kwa mfano:
a) Chupa mbili za Coca cola zifae nini kwa jitu kuza kama hilo?
(Uk 8)
b) Jitu hilo lilikuwa limeketi nyuma ya gari kubwa aina ya Audi
Q7…(Uk 10)
c) Simama kidogo Chauffer… (Uk 11)
9.
2. Taharuki
Taharuki ni mbinu inayotumiwa na waandishi ili kuteka hisia na
hamu ya wasomaji kutaka kuendelea kusoma zaidi. Katika
kufanikiwa kujenga taharuki, mwandishi husuka matukio
yalito na mshikamano na mtiririko ambao humvutia msomaji
asiiweke chini kazi hiyo pindi aanzapo kuisoma hadi akie
kikomo chake.
a) Ulianza uvumi. Uvumi ukageuka nong’ono. Nong’ono
zikafumbua kinywa kueneza wasiwasi. Wasiwasi ukawa
hofu… (Uk 1). Msomaji anajiuliza, Ni jambo gani hili ambalo
linatarajiwa kutendeka?
b) Kwa Mzee Mago, iliyobaki sasa ni kutazamia siku ya
kulipuka mambo…(Uk 3)
Ni mambo yepi yatalipuka? Hii inasalia kama taharuki.
c) Kesho nitaka hapa tena. Niwekee chakula mara mbili
kuliko hiki cha leo…(Uk 9)
Tunashangaa ikiwa jitu hilo kweli litarudi.
1. Jazanda/ Istiari.
Jazanda ni mbinu ambayo inaonyesha fumbo lililotumiwa na
mwandishi kurejelea hali fulani kwa njia che. Istiari kwa upande
mwingine inalinganisha moja kwa moja kitu au hali na nyingine
lakini bila ya kutumia maneno ya ulinganisho. Mifano:
a) Angepoaje na ule moto unaomlipukia kila mtu pale mtaani
umeacha mpaka sasa kovu bichi moyoni…? (Uk 2)
10.
b) Wakubwa hawatambui kuwa kwamba jambo hilo la
kuwafanya wao takataka tu ndilo linalowakasirisha… (Uk 3)
c) Sahau imebaki vilevile kutanda giza na kufunga milango ya
wasiwasi vichwani mwa watu… (Uk 5)
d) Bweu likapasuka na kutoa uvundo wa mnyama aliyeoza…
(Uk 9)
Hii ni ishara ya jinsi jitu hili litawahangaisha wanakijiji hawa
baadaye.
2. Tashbihi/Mshabaha
Tashbiha/Tashbihi/Mshabaha ni maneno yanayofananisha kitu,
jambo au kitendo na kingine kwa kutumia vihusishi kama vile ‘kama’,
‘mithili’, ‘ja’, ‘mfano wa’ na kadhalika. kwa mfano:
a) …maana siku hizi, wanasheria waaminifu ni adimu kama
maziwa ya kuku! (Uk 2)
b) Ulikuwa ukitukuta ndani kwa ndani kama moto ya makumbi.
(Uk 3)
c) Umebaki tu ukining’inia hewani kama mvua inayotarajiwa
kunyesha…(Uk 4)
d) Kauli ya jitu hilo ilimwinua Mzee Mago kama mtu
aliyechapwa na bakora. (Uk 7)
e) Lilipokula, lililamba sahani zote kana kwamba lilikuwa na
jukumu la kuziosha.(Uk 9)
f) …vibanda vya Madongoporomoka viliota tena hapo kama
uyoga. (Uk 11)
11.
1. Tashihisi/Uhuishaji
Hii ni mbinu ya lugha ya kuweka hisia na uhai katika vitu
visivyokuwa na uhai. Pia kuna uwezekano wa kuwapa wanyama
uwezo na hulka za binadamu. Mifano:
a) Nong’ono zikafumbua kinywa kueneza wasiwasi. (Uk 1)
b) Maisha ndugu yangu ndiyo- maisha ndiyo yanayotukaba
koo akina sisi! (Uk 1)
c) Yeye hupiga mbio huku na kule kujaribu kuzuia haki
isiangamizwe…(Uk 2)
d) Mzee Mago lakini hairuhusu sahau iketi na kutawala
kichwani mwake. (Uk 2)
e) Aliwakumbusha kuwa maendeleo yanadai mchango wa kila
mtu…(Uk 2)
f) Kesho yenyewe haijazaliwa, seuze fumbato…(Uk 5)
g) Sahau imebaki vilevile kutanda giza na kufunga milango ya
wasiwasi vichwani mwa watu… (Uk 5)
h) Kauli ya jitu hilo ilimwinua Mzee Mago kama mtu
aliyechapwa na bakora. (Uk 7)
i) Haikuchukua muda mrefu akili zilipowaamsha kuwapeleka
maana ya kile…(Uk 10)
2. Chuku
Ni mbinu ya kutilia mazungumzo chumvi ili kuyafanya yavutie
Zaidi. Kwa mfano:
a) K w a m i u j i z a , n d i p o j i t u l a m i r a b a m i n e
lilipoingia…halikujulikana lilipotoka. Liliingia tu ghaa..(Uk
6)
b) Lile tumbo lake limezidi kufura na ndani ya tumbo, ugomvi wa
vyakula ukawa unapwaga kwa mingurumo ya radi iliyosikika
hadi nje. (Uk 9)
12.
c) Mstari huo ulikuwa umefuatana na mpasuko mkali wa radi na
umweso uliomulika mpaka ndani ya mioyo ya watu. (Uk 10)
d) Jitu hilo lilimwaga tabasamu mfululizo iliyoenea eneo lote la
Madongoporomoka. (Uk 10)1. Nidaa
Ni mbinu ya kuonyesha hisia aliyo nayo mhusika. Hujulikana kwa
kutumia alama ya hisi. Kwa mfano:
a) Maisha ndugu yangu ndiyo- maisha ndiyo yanayotukaba koo
akina sisi! (Uk 1)
b) …maana siku hizi, wanasheria waaminifu ni adimu kama
maziwa ya kuku! (Uk 2)
c) Pale lilipoketi, lilionekana kupapa jasho ovyo! (Uk 7)
d) Halikubakisha hata chembe moja ya chakula chochote
alichopewa! (Uk 9)
e) Hazitatuhamisha kabisa hizi fujo zenu! (Uk 11)
2. Tanakuzi.
Ni mbinu ya kutaja vitu viwili ambavyo sifa zao zimepingana.
Kwa mfano:
a) “Hata hivyo, kila mtu, mdogo kwa mkubwa, kike kwa kiume…
(Uk 2)
b) Aliwakumbusha kuwa maendeleo yanadai mchango wa kila
mtu, maskini au tajiri. (Uk 2)
c) Lile jitu lilimkata maneno Mzee Mago, Wakubali,
wasikubali…(Uk 8)
d) Watu wanakimbia huku na huku, huku na kule, mbele na
nyuma…(Uk 10)
e) Kike kwa kiume, vijana kwa wazee, watoto kwa watu
wazima…(uk 10)
13.
WAHUSIKA NA UHUSIKA
a) MZEE MAGO
Huyu ndiye mhusika mkuu ambaye ametumiwa na mwandishi kama
kielelezo cha watetezi wa haki. Ametumika kuwatetea wanyonge
kutokana na madhila ya matajiri wanaotaka kuwapokonya
mashamba yao. Sifa zake ni kama zifuatazo:
i) Ni mtetezi wa haki.
Anakataa kutazama huku wanakijiji wakihiniwa mashamba yao.
Anamtafuta wakili ambaye hajahongwa ili kutetea haki ya
w a n y o n g e . I s i t o s h e , a n a k a t a a k u w a r u h u s u
wanamadongoporomoka kusahau uvumi uliokuwepo hapo awali
kuhusu uwezekano wa vipande vyao vya ardhi kuchukuliwa.
ii) Ni mwenye hekima/busara.
Anafahamu vyema matokeo ya wingu linalotarajiwa kutua. Hivyo
anajiandaa na pia kuwaandaa wanakijiji ili yatapowasili madhila,
wawe tayari wameungana kupigania haki zao.
iii) Ni mwenye bidii.
Ni yeye tu aliye na mkahawa pale madongoporomoka, ishara ya
kwamba ni mtu mwenye bidii ya mchwa.
14.
iv) Ni mwenye ushawishi
Anafaulu kuwahamasisha wanakijiji wote kujiandaa ili kukabiliana
na vita vinavyokuja vya kunyang’anywa vipande vyao vya ardhi.
Isitoshe anawaandaa wanamadongoporomoka kupinga hila
zitakazokuja na kukataa kuondoka kwenye mtaa wao. Hatimaye
wanapovamiwa na kubomolewa makazi yao, wanakaidi na
kukataa kuondoka, jambo linalowapa ushindi baadaye.
v) Amepevuka
Anafahamu ka uzito wa kesi na ubishi unaotokana na ardhi.
Isitoshe ana ufahamu mzuri wa namna ambavyo haki haipatikani
kwa urahisi. Hivyo anaamua kumtafuta wakili aliye mwaminifu
ambaye hatimaye anawaokoa kutokana na makucha ya matajiri
wenye tamaa. Wanarudia kujenga vibanda vyao upya.
a) JITU LENYE TUMBO
Mhusika huyu hatujapewa jina lake halisi ila matendo yake ndiyo
yanashangaza. Sifa zake ni kama zifuatazo:
i) Ni katili
Hana huruma anapobomoa makazi ya maskini. Anawafumania
asubuhi na mapema na kuwafurusha. Anabomoa makazi ya watu
ambao hawana pahala pengine pa kuita kwao, huku akiangua
kicheko akiona namna wanavyohangaika.
15.
ii) Mwenye tamaa
Anatamani ardhi za maskini wa Madongoporomoka na
kuwapangia njama ya kuwafurusha kutoka makwao. Ingawa ana
uwezo wa kutumia buldoza na polisi, anaishia kushindwa katika wizi
wake na maskini hawa kurejelea makaazi yao.
iii) Mwenye dharau/Kiburi
Anawazungumzia Mzee Mago na wenzake pale kwenye mkahawa
kwa dharau na mabezo.
iv) Ni Mla
Anafyeka vyakula vya aina mbali mbali bila kusaza chochote.
Vyakula vyote vilivyokuwa vimeandaliwa wateja pale kwenye
mkahawa vinaliwa na yeye pekee. Mwishowe anatoa bweu kubwa
linalochafua hewa yote pale.
Mhusika huyu ametumiwa kama kielelezo cha watu wenye tamaa
mbaya ya mali, waliojawa na ukatili na wanaoweza kutenda ukatili
wowote ili kupata mali.
Kabwe, Bi.Suruta na Bi. Fambo.
Hawa ni wana-Madongoporomoka ambao wanaoshirikiana na
Mzee Mago ili kujiandaa kwa wingu ambalo lingeanguka hapo
baadaye. Ni wazi kwamba wahusika hawa ni wenye hekima na
waliomakinika kwa mambo yajayo. Wahusika hawa wametumiwa
kama kielelezo cha viongozi wenye mioyo ya ujasiri wa kupigania
jamii zao.
16.
2.MAPENZI YA KIFARAUNGO
Historia ya Mwandishi.
Mwandishi wa hadithi hii anaitwa Kenna Wasike. Ni mwandishi
ambaye yuko katika harakati zake za mwanzo katika ulimwengu
wa uandishi. Yeye ni mwalimu aliyesomea chuo kikuu cha Nairobi.
Dhamira
Mwandishi amekusudia kutahadharish wasomaji wake dhidi ya
kugawanywa kwa misingi ya utabaka. Analenga kukashifu
migawanyiko ya watu kwa kuzingatia uwezo wao wa kiuchumi.
Ufupisho wa Hadithi
Mwandishi anatumia nafsi ya kwanza katika masimulizi yake.
Anatupa hadithi yake mwenyewe akiwa chuo kikuu. Ingawa
amefaulu kuka chuo kikuu, maisha sio mepesi kwa namna yeyote.
Wazazi wake ni maskini hohe hahe wanaopigania mikono kuka
kinywani tu. Bidii yake ndiyo ilimkisha katika chuo kikuu. Msimulizi
anapoka katika chuo kikuu, anashangaa namna ambavyo
wanafunzi wengi wanaandamana kwa mapenzi. Ingawa
anatamani, haimpitii mawazoni mwake ya kwamba naye pia
angeweza kuwa na mpenzi huko chuoni. Masomo chuoni ni magumu
na ambayo hayaeleweki kwa wengi wa wanafunzi hao, ingawa
wanajitahidi. Mwalimu anayewafunza ni Dkt. Maboga ambaye
anatema dhana nzito nzito za fasihi. Wanafunzi wengi wanauliza
maswali ilikuelewa Zaidi anavyomaanisha mwalimu huyu. Bila shaka
hawaelewi mambo anayosema huyu mwalimu, lakini nani
atadhubutu kumuzomea daktari mzima?
17.
Siku moja baada ya msimulizi kupika uji wake na kujiandaa kunywa,
anasikia mtu akibisha mlangoni. Anapofungua, anamkuta binti
mmoja mrembo ambaye baadaye anagundua kwamba ni
mwanafunzi mwenzake nye darasa moja anayeitwa Penina. Penina
anadai kwamba anampenda Dennis bila kujali umaskini wake.
Ajabu ni kuwa Penina ni binti wa Waziri. Ni kinaya kwa msichana wa
haiba yake kumpenda maskini kama Dennis. Baada ya masomo
yao, Dennis na Penina wanaishi pamoja huku wazazi wa Penina
wakilipa kodi ya nyumba na matumizi yao yote. Dennis anajaribu
kutafuta kazi bila mafanikio. Anapata fursa katika shirika la
uchapishaji wa magazeti. Anapopatikana katika chumba cha
udodosi, anashindwa kufungua kinywa chake na kujitetea ni kwa
nini anahitaji kazi ile. Dennis anafurushwa kutoka chumba cha
udodosi kwa haya nyingi usoni na majuto mengi moyoni.
Anaporejea nyumbani, anamkuta Penina ameketi akitazama
televisheni. Anataka kupewa chakula ila anaariwa kuwa hakuna
chakula chochote kile. Penina anamwarifu kuwa chakula hakipo
kwani yeye Dennis hakuwacha chochote cha kuliwa. Kisha Penina
anataka kujua ikiwa Dennis amefaulu kupata kazi. Dennis
anapojibu kwamba hakufaulu, jibu la Penina linamshangaza.
Penina anamwambia kwamba anajutia uamuzi wake kuolewa
kwake. Anajuta kutowasikiliza wazazi wake kwani walimwonya
kutokana na Dennis. Anadai kuwa anataka kuolewa na mtu mwenye
kazi nzuri na pesa. Kisha Penina anishia kumfukuza Dennis kutoka
kwake. Anamwamrisha afunge virago vyake na kuondoka. Dennis
anapomdadisi kuhusu mapenzi yao, anamhakikishia kuwa yeye
hataki kuolewa na maskini kama yeye. Ni ajabu kuwa mapenzi ya
Penina yameyeyuka.
18.
Ni mapenzi ya kifaraungo. Dennis akiwa anaondoka na begi lake,
anasikia sauti ikimwamuru nyumba ile aione paa na asiwahi kurejea.
Hali hii inamletea majuto si haba. Kweli mapenzi ya Penina yalikuwa
na kifaraungo. Yaguzwapo tu na wimbi ndogo yananyauka.
MAUDHUI
Baadhi ya maudhui yanajitokeza katika hadithi hii ni kama vile:
a) Elimu
Hii ni hali ya mhusika kupata maarifa yanayonuiwa kumpevusha
kimawazo. Kuna aina mbili kuu za elimu:
i) Elimu ya Vitabu.
Hii ni elimu ambayo wahusika huipata kwa kuhudhuria madarasa
shuleni na kuelimishwa katika masomo mbalimbali. Baadhi ya
masomo haya ni kama vile kemia, hisabati, bayolojia, Kiswahili,
kingereza, na masomo mengine mengi mno. Elimu hii hutumika
kuwasaidia wanafunzi kuingia katika taaluma mbalimbali kama
vile udaktari, ualimu, uhandisi na kadhalika. Penina na Dennis
wanakutana pale kwenye chuo kikuu wakiwa wanafunzi wa fasihi.
Wanatafuta elimu hii ili kuwahi kupata ajira bora baadaye. Ni
elimu hii ambayo Dennis anaitumia kutafuta kazi katika shirika la
uchapishaji wa magazeti. Watu wote wanaoendelea na
kufanikiwa kwenye elimu hii huishia kufaulu sana maishani katika
kupata taaluma wanazozipenda wao wenyewe. Wanafunzi wote
katika chuo kikuu wanatia bidii masomoni ili waweze kupata kazi
za aina mbali mbali.
19.
ii) Elimu ya Maisha.
Elimu hii haihisiani na elimu ya vitabu. Haya ni maadaili
anayokuzwa nayo mtu. Ni mkusanyiko wa tabia na itikadi njema
ambazo mja hukabidhiwa katika aushi yake ili kuweza
kutangamana vyema na umma. Dennis alikuzwa vyema na
kufundishwa kuwaheshimu watu. Isitoshe, ni mvulana aliye na
tabia nzuri. Anapoenda chuo kikuu, hajihusishi na tabia
zinazoelekeza kupotoka kwake kwa maadili. Anawaheshimu
wote. Kwa upande mwingine, Penina amelelewa kwa kuwabagua
watu kwa misingi ya pesa uchumi wao. Ni wazi kuwa muda wote
huu, alikuwa ameyacha makucha yake tu.
a) Mapenzi
Mapenzi ni hali ya kumkubali mtu wa jinsia tofauti na kumuenzi
pamoja na kujihusisha naye katika mahaba. Mapenzi
yanayoonekana katika muktadha huu ni ya aina mbili:
i) Mapenzi ya kifaraungo.
Penina ndiye anadhihirisha mapenzi haya. Anampenda
Dennis ingawa kwa masharti. Licha ya wao kuishi pamoja,
anamwambia Dennis ya kwamba hawezi kuolewa na mtu
asiye na pesa. Ni wazi kuwa mapenzi yake hayaamuliwi na
uzuri wa penzi bali kiwango cha pesa alichonacho mtu. Punde
tu penzi lao linapoguzwa na upepo mdogo tu (ukosefu wa
ajira) linanyauka na kupotelea mbali.
20.
ii) Mapenzi ya dhati.
Dennis anampenda Penina kwa keweli. Anaishia kumpenda
na hata kumtambulisha kwa wazazi wao. Ingawa alikuwa
anashuku ukweli wa Penina kumpenda maskini kama yeye,
anajitolea na kumpenda Penina kwa dhati. Anatazamia
kumuoa haswaa pindi atakapopata kazi.
b) Utabaka
Hii ni hali ya jamii kugawika katika makundi tofauti kulingana
na uwezo wa kifedha. Mahusiano yote kati ya wahusika
yanaongozwa na fedha walizo nazo mfukoni. Penina
anaonywa na wazazi wake kujihusisha na Dennis kwani yeye ni
maskini. Ingawa anakataa mawaidha ya wazazi wake hapo
awali, anaishia kumfurusha Dennis kwani anamwona kama
maskini asiyefaa kumwoa.
c) Umaskini
Msimulizi wa hadithi hii (Dennis) ndiye kielelezo cha maskini
wanavyoishi. Alisoma kwa shida kwani karo ilikuwa kero
kubwa. Ni wazi kwamba jamii yake inamtazamia yeye
kuikomboa kutokana na umaskini wao. Ingawa amefaulu kuka
chuoni, chumba chake Dennis ni kitupu kisichokuwa na chochote
cha kutamaniwa. Anapohisi njaa, anagutukuka kuwa hana
chochote cha kupika. Anaamua kupika uji. Baadaye
anagundua kwamba hata sukari ya kutia kwene uji wake
mweupe hana. Anaishia kunywa uji hiyo bure kwa kujihurumia.
21.
Ingawa Dennis anafaulu kumpata mpenzi anayempenda,
anajitegemeza kwake kwa kiasi kikubwa. Wanaishi pamoja
lakini ni wazaziwe Penina wanaowakimu mahitaji yao yote sio
Denniskwani yeye ni maskini. Baadaye, Penina anapochoshwa
na Dennis anamfurusha. Ni ajabu kuwa Dennis anabeba kila
kilicho chake kwenye begi moja tu! Anatembea akijutia masomo
yaake ambayo hadi sasa hayajamsaidia kustawisha misuli yake
ya kiuchumi. Anashangaa jinsi ataweza kuwaokoa wazazi wake
na umaskini uliowagubika.
a) Ukosefu wa Ajira
Ajira ni adimu katika nchi anayoishi Dennis. Ametembea katika
makampuni mengi na mashirika mengi akipeleka nyaraka za
kuomba kazi. Amebisha huku na kule akiwacha tawasifu yake
na ya Penina lakini tangu kumaliza masomo ya chuo kikuu,
miaka mitatu baadaye hajafaulu kupata kazi. Dennis anaishia
kufurushwa na mpenziwe kwani hana uwezo wa kukimu mahitaji
yao ya kifedha.
a) Majuto
Dennis anachorwa kama mhusika anayejutia maisha yake.
Anajutia umaskini wake kwani Penina anamfurusha kwa
kisingizio kuwa yeye hawezi kutoa hela zozote za chakula na
matumizi ya pale nyumbani. Anajutia kisomo chake kwani
anatumaini kuwa kitampa ajira lakini ng’o! Anajuta
akiwakumbuka wazazi wake na kukiri jinsi ambavyo anaweza
kuwasaidia ili kuwaondoa katika umaskini. Anajutia bidii yao ya
kumsomesha kwani sasa hivi hawafai wazazi inavyostahili.
22.
Anajutia fumbo ya maisha kuwa kinyume naye katika kila
jambo analofanya. Anajutia kuonewa na maisha.
MBINU ZA LUGHA NA UANDISHI.
a) Tashihisi
i) Ninafuta chozi linalochungulia machoni. (Uk 13)
ii) Njaa inanitafuna kama mbwa anvyoguguna mfupa. (Uk 17)
iii) Mapenzi hukua, huugua yapatapo maradhi na hufa
hatimaye. (Uk 20)
iv) Mapenzi yasiyujua kufa. (Uk 20)
v) …bado bahati yangu haijasimama. (Uk 22)
b) Tashbihi
i) …kumuibia bingwa katika mtihani wa kitaifa ni kama
kutajaria kuyapata maziwa kutoka kwa kuku. (Uk 13)
ii) …sasa anaanza kututamkia maneno machungu kama
shubiri. (Uk 14)
iii) Mapenzi ni matamu kama uki…(Uk 26)
iv) Njaa inanitafuna kama mbwa anvyoguguna mfupa. (Uk 17)
v) Almuradi maskini na matajiri wametengana kama ardhi na
mbingu. (Uk 17)
vi) Mwili mzima unaanza kutetemeka kama ndama
aliyenyeshewa…(Uk 17)
vii) Waamatunaapendana kama ulimi na mate. (Uk 21)
viii) Wanafanana kama riale kwa ya pili. (Uk 23)
ix) Ninahangaika kama kondoo aliyevamiwa… (Uk 25)
23.
a) Kuchanganya ndimi
i) Wanabeba vipakatalishi na Ipad zao mikononi, sa kabisa!
ii) Hatimaye nimeka kwenye ghorofa ya tatu katika jumba
la makazi ya Mastura Hall. (Uk 16)
iii) Mimi na Penina tunaishi katika mtaa wa New Zealand. (Uk
22)
iv) …basi ni wazi kuwa your competence is doubtful. (Uk 25)
v) Unajua tangu nianze tarmacking sijawa nikitazama
runinga. (Uk 26
b) Nidaa
i) Wanabeba vipakatalishi na Ipad zao mikononi, sa
kabisa! (Uk 13)
ii) Laiti mama yangu angeliweza kunisomesha hadi shule ya
kitaifa! (Uk 13)
iii) La hasha! (Uk 14)
iv) Looh! Kwani swali langu vipi? (Uk 15)
v) Lo! Nitakula nini? (uk 17) Lo! Mlangoni yuko msichana
mmoja mrembo. (Uk 18)
vii) Ah! Pengo gani ilhali una mapenzi ya kweli…? (Uk 19)
a) Misemo na nahau.
i) Nikatupa macho huku na kule. (Uk 12)
ii) Analaza damu usiku na mchana. (Uk 14)
iii) Licha ya uchechefu wa pesa, nimejikaza kisabuni. (Uk 21)
iv) Mama na baba wanakula mwata. (Uk 28)
v) Lakini sitakata tamaa. (Uk 28)
24.
a) Uzungumzi nafsia.
Mbinu hii imetawala kote kwenye hadithi kwani haya ni
masimulizi katika nafsi ya kwanza. Mifano michache ya mbinu hii
ni kama:
i) “Kwa nini ninalia sasa?” (Uk 13)
b) Kinaya
i) Unajua watu waliosoma sana kama Daktari Mabonga hawajui
lolote wala chochote. (Uk 14)
ii) Utajifundishaje kula na chakula hukitafuti? (Uk 15)
iii) Masomo ya chuo kikuu si masomo, ni madubwana
yasiyojulikana yalikotoka.(Uk 15)
iv) Ninahangaika kama kondoo aliyevamiwa na jeshi la usubi.
Sina majibu. (Uk 25)
c) Maswali ya Balagha.
i) Itakuwaje wewe ufundishwe kujinadhishia kesho yako? (Uk 15)
ii) Utajifundishaje kula na chakula hukitafuti? (Uk 15)
iii) Lo! Nitakula nini? (uk 17)
iv) Nifunge mlango au nifungue? (Uk 17)
v) Mbona asiketi kitini?…kwani ni lipi alilojia humu? (Uk 18)
vi) Kabwela kama mimi nina faida gani? (Uk 23)
a) Chuku.
i) Darasa zima linangua kicheko. Msichana mmoja amecheka
hadi ameanguka. (Uk 15)
ii) Mtazamo wake unaweza kumwamsha mbwa aliyelala. (Uk 18)
iii) Ukimtazama machoni, machozi ya furaha hayaachi
kukutonatona. (Uk 18)
iv) …kitambo kirefu kilichatawaliwa na kimya- kimya cha
kuanguka pamba uusikie mlio wake. (Uk 18)
v) Wasikilizaji wako watacheka mpaka midomo ianguke. (Uk 22)
vi) Akanyagapo chini ardhi inatetemeka. (Uk 22)
25.
a) Methali.
i) Mzungu wa kula haufunzwi mwana. (Uk 15)
ii) Ujapokosa la mama, hata la mbwa huamwa. (Uk17)
iii) Mzoea vya sahani, vya vigae haviwezi. (Uk 20)
iv) Mume ni mume hata akiwa gume gume. (Uk 21)m
v) Mgomba changaraweni, haupandwi ukamea. (Uk 27)
WAHUSIKA NA UHUSIKA.
1. Dennis (Msimulizi)
Huyu ni mvulana aliyesoma kwa bidii licha ya umaskini wake na
kuka chuo kikuu, ni mpenziwe Penina. Ana sifa zifuatazo:
a) Mwenye bidii.
Licha ya umaskini uliopo pale nyumbani, anatia bidii
masomoni. Anasoma na kufanya vyema kuanzia shule ya
msingi, shule ya upili hadi chuo kikuu. Pia ana bidii ya
kutafuta kazi ili aweze kuwasaidia wazazi wake na pia
kumwoa mpenzi wake Penina.
b) Mwenye mapenzi.
Anampenda Penina kwa dhati. Anamuenzi na kutaraji kuwa
siku moja atamwoa Penina. Anamwonyesha kwa wazazi
wake ambao wanafurahia sana kumwona mwanao akiwa na
mpenzi akama Penina.
26.
a) Mwenye matumaini.
Ana matumaini ya kupata kazi ndiposa anatia bidii
masomoni. Anaahidi kumwoa Penina endapo angepata kazi
ambayo ingemwezesha kukimu mahitaji yao. Ana matumaini
kwamba ingawa hana kazi sasa hivi siku moja bahati
itamfungulia milango na mambo kumwendea vyema
akapata kazi nzuri.
b) Ni mwoga.
Anapopewa fursa ya kuzungumza katika udodosi wa kazi
katika shirika la uchapishaji wa magazeti, anaogopa
kufungua kinywa chake. Kijacho chembamba kinamtiririka
huku akitetema na kukosa maneno. Anafurushwa kutoka
chumba kile bila kutamka chochote.
a) Mwenye majuto.
Licha ya yeye kutia bidii maishani na masomoni, anajuta
kwamba bahati inakataa kumfungulia milango ya heri. Anajuta
kutokuwa na kazi kwani anafurushwa kutoka chumbani na
mpenziwe. Pia anajutia kutowasaidia wazazi wake baada ya
wao kumsomesha kwa shida mno. Anajuta kumwamini Penina na
kukubali mapenzi yake ya kifaraungo.
27.
1. Penina
Huyu ni mpenzi wa msimulizi ambaye walikutana kule chuo kikuu
wakisoma katika darasa moja. Anampenda msimulizi na kuahidi
kuoana naye watakapokuwa matajiri.
a) Ni mzembe.
Anaketi chumbani mchana kutwa bila kufanya kazi yoyote
ile.Kazi ni kutazama televisheni tu. Tawasifu zake zinapelekwa
maosini na Dennis. Hana bidii ya kutafuta kazi. Anaamini
kuwa Dennis ndiye anafaa kutafuta hela.
b) Mwenye unaki.
Licha ya yeye kudai kumpenda msimulizi, ni wazi kuwa penzi
lake ni la kifaraungo. Upendo wake unaongozwa na tamaa ya
pesa na utajiri. Anajifanya kumpenda Dennis lakini ukweli ni
kwamba alitazamia ya kwamba Dennia angepata kazi ili
waweze kuoana.
a) Mwenye tamaa.
Tamaa yake ya pesa inadhihirika wakati ambapo utulivu wake
unakia kikomo. Anamfurusha Dennis kwa umaskini wake.
Anadai kuwa hawezi kuolewa naye kwani Dennis hana pesa.
Anaweza tu kuolewa na mtu mwenye pesa.
28.
b) Mwenye mawazo ganda.
Penina anaamini kuwa ni mwanaume tu ambaye anapaswa
kutafuta hela. In
gawa wote wawili wameelimika, Penina hana bidii ya
kutafuta kazi. Anamwac hia jukum u hilo Dennis
anayezunguka katika maosi mengi bila mafanikio.
1. Daktari Mabonga.
Ni mwalimu wa fasihi katika chuo kikuu cha Mavuko. Ni wazi
kuwa yeye ni mwalimu asiyependa kudadisiwa kwa
vyovyote vile. Ni chanzo cha namna ambavyo mafunzo
yanatendeka katika vyuo vikuu.
a) Mwenye hekima
Anatema maneno yaliyojawa na hekima na maarifa
anapozungumza na wanafunzi wake. Anawapa maarifa
kuhusu maisha ambayo yanawasubiri baada ya masomo
yao. Anawanoa wanafunzi wake vilivyo.
b) Mwenye kiburi/mabezo.
Licha ya yeye kufundisha vizuri wanafunzi wake
hawamwelewi. Anatumia lugha ngumu inayowashangaza
wanafunzi. Wanafunzi wake wanapomtaka atumie lugha
nyepesi ili waweze kuelewa, anawajibu kwa kiburi na
mabezo.
c) Mwenye mapuuza.
Anapuuza maswali anayoulizwa na wanafunzi wake na
kuyaona ya kitoto. Anatupilia mbali maswali yote
yanayoibuliwa na wanafunzi wake wa fasihi.
29.
1. Shakila
Huyu ni msichana ambaye walisoma pamoja na Dennis kwenye
chuo kikuu. Mamake ni mkurugenzi mkuu katika shirika la
uchapishaji wa magazeti. Ametumiwa na mwandishi kuendeleza
maudhui ya ubaguzi.
a) Mwenye dharau.
Anapomkuta Dennis osini akisubiri kufanyiwa udodosi,
anazungumza naye kidogo na kisha kutoa cheko kubwa
lenye dharau linalomkera Dennis. Hii ni ishara tosha kwa
Dennis kwamba hatapata kazi yoyote pale.
b) Mwenye unaki.
Anapomkuta Dennis osini, anamsalimu na kumzungumzia
vyema. Ajabu ni kwamba anapoingia oni kwa mhazili,
anatoa cheko kubwa pamoja na mamake. Anamcheka
Dennis bila shaka.
2. Mamake Shakila.
Mhusika huyu ametumiwa na mwandishi kama kielelezo cha watu
wenye mitazamo hasi kwa wenzao, wenye mabezo na
kujishaua. Ingawa ni mkurugenzi hana utu wa ukurugenzi. Sifa
zake ni panmoja na:
30.
3. SHOGAKE DADA ANA NDEVU
Historia ya Mwandishi.
Mwandishi ni mojawapo ya waandishi chipukizi wenye uwezo wa
kipekee wa kubuni kazi za fasihi. Ni mwalimu aliyewahi kuandika
Makala mbalimbali ya Kiswahili. Isitoshe ana tajriba ya muda
mrefu wa kufundisha Kiswahili katika shule mbali mbali.
Dhamira
Mwandishi wa hadithi hii amedhamiria kuwaonya vijana dhidi ya
kujihusisha na mapenzi ya kiholela. Anawatahadharisha vijana
kuhusu hatari za kushiriki mapenzi ovyo ovyo. Hatari hizi ni mimba
za mapema pamoja na kukumbana na mauti wakati wa kuavya
mimba.
Ufupisho wa Hadithi
Hadithi hii inawasawiri wazazi wawili ambao wamejukumika
kuwalea wanao vyema. Bwana Masudi na Bi. Hamida
wamejukumika vilivyo na kumlea binti na mwana wao kwa
uangalifu mkubwa. Wamemfunza dini na tabia njema.
Wanamlinganisha binti yao na wasichana wengine pale kijijini na
kuwona bora zaidi kuwaliko. Jina la msichana huyo ni Saa.
Saa anawaomba wazazi wake ruhusa ya kumleta shogake
anayeitwa Kimwana ili waweze kusoma kwa pamoja. Wazazi wake
Saa hawana pingamizi kwa ombi hilo kwani wanamtakia binti yao
fanaka katika masomo yake na ikiwa kuna shogake ambaye
wanaweza kufaana katika kudurusu, basi hawaoni tatizo lolote.
Kimwana anakuja siku baada ya nyingine na kudurusu pamoja na
Saa kwenye chumba chake Saa. Kila anapokuja, mama mtu
anawaruhusu kujifungia chumbani ili nduguye Saa asiwasumbue
wakiwa katika shughuli za kudurusu.
Ajabu inayokuwepo ni kuwa wazazi wa Saa hawajawahi kumsikia
huyo shogake Saa akizungumza. Ni “Marahaba” tu ndiyo
inamtoka kila anapokuja kusoma pamoja na Saa na kisha
wanaandamana na kujifungia kwenye chumba cha Saa ili
kuendeleza masomo yao. Hakuna anayewasumbua, iwe ni mama,
baba au ndugu, kwani wanahitaji muda wao wa kutosha ili kusoma
ipasavyo! Wazazi hawamwoni Kimwana kuwa na ila yoyote ile.
31
Baada ya miezi sita hivi, tatizo linaingia. Mama saa anaanza
kuona mabadiliko katika mwili wa bintiye. Habaini ikiwa ni mawazo
yake tu ama ni kweli kwamba mambo yalikuwa yakitendeka.
Anapomdadisi bintiye, Saa anakana kuwepo kwa jambo lolote lile
lenye utofauti katika mwili wake. Ila mamake anatambua ya
kwamba kuna jambo. Lakini ushahidi atautoa wapi vile? Hajui.
Anatulia tuli ila moyoni anasalia na done chungu la tuhuma kwa
bintiye. Anapomuuliza babake Saa, mume anamzomea na
kumhujumu kwa kumtuhumu bintiye.
Siku ya siri kujulikana inapowadia, wanakuwa wameketi baba,
mama na ndugu mdogo wa Saa. Ndugu anamweleza mamake jinsi
ambavyo yeye na rakiye walikuwa wakicheza. Walicheza mchezo
wa kujicha. Ila alipatikana kila mahala alipojaribu kujicha.
Ndipo Lulua akaamua kujaribu kujicha katika chumba cha
dadake. Akafungua mlango na kuona aliyoyaona. Aliwapata Saa
na shogake wamelala kitandani. Walikuwa wamelala lakini huyo
shogake ambaye muda wote huvalia buibui na kudhaniwa ni
mwanamke, alikuwa na ndevu. Mama anagutuka na kudhihirisha
tuhuma zake za siku nyingi.
Kwa sadfa wakati huo, simu inalia. Baba Saa anapojibu, huyo
anayempigia simu anampa habari zinazomkata maini. Saa
amekuwa maiti. Saa anakuwa kaaga baada ya kujaribu kuavya
mimba. Sasa inabainika wazi kwamba yule Kimwana
anayeruhusiwa na wazazi wa Saa kuja kusomea hapo nyumbani
pamoja na Saa hakuwa mwanamke, bali mwanamume
anayejihusisha kimapenzi na Saa, mapenzi ya siri yanayoishia
kumsha saa.
32.
MAUDHUI
Maundhui mengi yameangaziwa katika hadithi yakiwemo:
a) Unaki
Saa ni msichana anayeaminika kwa wazazi wake. Wazazi
wake wanajiamini wakijua kwamba binti yao ameshika
maadili mema ya jamii. Isitoshe, anakuwa kajiweka na
kuwekeka vyema. Anakuwa msichana mwenye tabia na
heshima zake. Saa anapowaomba ruhusa ya kumleta raki
yake pale nyumbani kwa madhumuni ya masomo, hakuna
anayeshuku. Ajabu ni kwamba Saa anawadanganya
wazazi wake. Yule anayedhaniwa kuwa msichana alikuwa
mwanamume mwenye ndevu ambaye wanalala pamoja kule
chumbani muda wote ule wanaodhaniwa wanasoma.
Matokeo ya siri hiyo ni mimba ya mapema inayoishia
kumkatizia saa masomo yake na pia kumletea mauti. Huu ni
unaki wa hali ya juu.
b) Majuto
Wazazi wa Saa wanajuta kumruhusu binti yao kumleta
mgeni nyumbani kwao kwa madhumuni ya kusoma, jambo
ambalo halikutendeka hivyo. Badala ya kusoma, Saa
anajihusisha kimapenzi na Kimwana na kwenda kinyume na
maadili aliyofunzwa na wazazi wake.
Ni wazi kwamba Saa pia anajutia vitendo vyake.
Anapozungumza na mamake, anaonekana kuwa mwingi wa
haya kwa kujutia vitendo vyake. Ni fedheha hiyo
inayomwelekeza kutaka kuavya mimba, jambo ambalo
linamwangamiza.
33.
c) Malezi
Bwana Masudi na Bi. Hamida wamejukumika kumlea binti na
mwana wao kwa uangalifu mkubwa. Wanamkuza Saa na
kumpanda katika maadili. Wanamfundisha akujiwelka vizuri kama
mtto wa kike. Wanampa ushauri mwema utakaomfaa maishani.
Isitoshe elimu ni jambo lenye umuhimu mkubwa kwao.
Wanahakikisha kuwa wamemwelimisha binti yao. Ni furaha na
shauku ya wazazi hawa kushuhudia saa akipaa na kuendelea
masomoni. Wanapomwona akiwa na raki anayeweza kumsaidia
kuimarika masomoni, wanampa nafasi yao kusoma kwa makini bila
kusumbuliwa hata kidogo. Wanamruhusu Saa kujifungia
chumbani na rakiye ili waweze kusoma kwa pamoja. Haya ni
malezi mema kwa watoto hawa.
a) Mapuuza
Wazazi wake Saa wana mapuuza. Wanapoambiwa ya
kwamba Saa na Kimwana wanasoma huko chumbani
walikojifungia, wanaamini tu. Hakuna yeyote anayeshuku
ikiwa ni uwongo. Hata hawashangai ni kwa nini shoga huyu
Kimwana hapendi kuketi sebuleni au hata kuzungumza nao.
Wazazi hawa wanafungia macho uwezekano wa Kimwana
kuwa samba anayevamia zizi la kondoo.
Kando na hapo, hakuna aliyewahi kujaribu kudhibitisha
ukweli wa vijana hawa wawili kusomea chumbani. Wazazi
h a wa wa n a p o a m b i wa n i m a s o m o ya n ayo k u wa
yakiendelea, hawatilii shaka ukweli huo bali wanaamini
moja kwa moja. Haya ni mapuuza ya hali ya juu. Mapuuza
ya wazazi hawa yanaishia kumuangamiza Saa kwani
anaaga baada ya kujaribu kuavya mimba.
34.
b) Mapenzi
Kuna aina mbili za mapenzi yaliyoangaziwa karika hadithi hii:
i) Mapenzi ya dhati.
ii) Mapenzi ya uwongo.i)
Mapenzi ya dhati.
Haya ni mapenzi ya kweli kati ya wahusika. Mapenzi haya
yanaweza kuwa kati ya ndugu wawili au kati ya mzazi na
mwanawe au kati ya wahusika wawili wenye jinsia tofauti. Bwana
Masudi na Bi. Hamida wanampenda binti yao. Upendo huu
unadhihirika kwa namna ambavyo wanamlea kwa makini.
Wanahakikisha kwamba binti huyu amekuzwa kwa maadili mema,
amefundishwa kujiweka sawasawa. Akilinganishwa na wasichana
wengine pale mataani, hakuna msichana wa kifuu chake. Huu ni
upendo wa kweli. Isitoshe, wazazi hawa wanadhamini masomo ya
binti huyu na kumpa msaada wotote kadri ya uwezo wao.
Wanamtakia Saa mema maishani.
Bwana Masudi na Bi. Hamida wanapendana kwa dhati. Hawa ni
wazazi wawili wenye mapenzi ya dhati kati yao. Wanazungumza
mambo mazito na ya ndani kila jioni wakisubiri usingizi uwachukue.
Wao huzungumza mambo yote yaliyopo ndani ya nafsi zao. Haya
ni mapenzi ya dhati.
35.
ii) Mapenzi ya uwongo.
Mapenzi haya ni yale ambayo huibuka tu kwa mshawasho wa
ujana na tamaa za mwili. Mapenzi haya yamejitokeza katika
uhusiano uliopo kati ya Saa na Kimwana. Matokeo yake ni
mimba haram u ambayo inamtia Saa mashakani.
Wanapojaribu kuitoa wanamletea Saa mauti. Waama,
mapenzi haya huwaletea wahusika majuto.
a) Elimu.
Elimu ya vitabu ni muhimu kwa maisha ya baadaye. Saa
anahimizwa kutia bidii masomoni ili aweze kupata nafasi katika
shule ya upili. Wazazi wake Saa, Bwana Masudi na Bi.Hamida
wanamsaidia binti yao kwa lolote atakalo mradi tu apite
mtihani huo wa shule ya upili. Katika kumsaidia Saa kupita
mtihani, wanamruhusu kumwalika rakiye ambaye anamsaidia
katika masomo yake. Wanasaidiana ili wote wawahi kupita
mitihani yao na kuelekea katika shule za upili.
MBINU ZA LUGHA NA UANDISHI.
a) Majazi
i) Bwana Masudiii)
Kimwana- Hili ni jina ambalo linapendekeza jinsia ya mtu
huyu anayedhaniwa kuwa mwanamke. Yeye ni Mwana
(MVULANA) bali sio msichana.
iii) Saa- jina hili linapendekeza kuwa mhusika huyu ni sa wa
tabia. Ni kweli kwamba yeye ni sa lakini mwisho tu ndio anatia
doa hulka yake.
iv) Lulua- hiki ni kitu cha thamani mno. Mwana huyu anapendwa
mno na wazazi wake.
36.
b) Tashihisi
i) …wanapokuwa kitandani wakingojea usingizi mtamu
uwachukue.. (Uk 29)
c) Maswali ya balagha
i) Wangapi wanaozaa watoto wazuri kama au kuliko Saa
wetu. Na watoto hao hutokezea kuwa na balaa tupu? (Uk 29)
ii) Ya nini ushungi huo? (Uk 31)
iii) Si hubaki humo mpaka wamalize kusoma na kujadiliana? (Uk
32)
iv) Itakuwaje waamini kila kitu anachesema Saa? (Uk 32)
v) Kweli? Uongo? Kweli au uongo yale maneno ya binti yake?
a) Nidaa
i) …lakini matendo yake afadhali ya mbwa, tena mbwa koko!
(Uk 29)
ii) Saa mama, umo ndani mwenu ‘vyo! (Uk 31)
b) Methali
i) Lisemwali lipo, kama halipo linakuja. (Uk 30)
ii) Siri ya kata iulize mtungi. (Uk 30)
iii) Kidole kimoja hakivunji chawa. (Uk 31)
c) Tanakuzi
i) Saa halindwi, hujilinda yeye mwenyewe. (Uk 31)
d) Taharuki
i) Ni kwa nini Kimwana alijifunika buibui?
ii) Ni kwa nini Kimwana hakuzungumza mambo yoyote?
iii) Mbona Kimwana na Saa walijifungia mle ndani kwenye
chumba? (Uk 32)
37.
e) Mdokezo
i) Tena haishi kutapikatapika… (Uk 33)
ii) Pamoja na kujilinda kwangu… (Uk 33)
iii) Kumbe mlango haukufungwa… (Uk 34)
iv) Ameshakufa…ameshakufa… (Uk 35)
f) Kinaya
g) Mfano mzuri mpaka leo ni kwamba wao wazazi hawajapata
hata neno lake, ila “Shikamoo” inayotoka midomoni nyuma ya
buibui kama kata ya maji mtungini. Ni ajabu kuwa wazazi wa
Saa hawajui ni nani anahusiana na binti yao.
a) Misemo na nahau
i) Kwa hivyo watakuwa wanaongozana na kuzibana nyufa…(Uk
31)
b) Tashibihi.
i) …ila “Shikamoo” inayotoka midomoni nyuma ya buibui kama
kata ya maji mtungini.
c) Takriri.
i) Juzi…juzi… (Uk 34)
ii) shogake…shogake…(Uk 35)
iii) Ameshakufa…ameshakufa…(Uk 35)
WAHUSIKA NA UHUSIKA.
1. Saa
Huyu ni msichana mdogo aliye katika shule ya msingi. Ni bintiye
Bwana Masudi na Bi.Hamida. Anatarajia kujiunga na shule ya upili
hivi karibuni ikiwa atapita mtihani wake wa shule ya msingi. Sifa
zake ni pamoja na:
38.
a) Ni msiri
Anafaulu kumcha raki yake wa kiume na kumvisha buibui
ili kuwapumbaza wazazi wake kumdhania kimwana kuwa
mwanamke. Wanaendelea na mchezo wao kwa siku nyingi
hadi Saa anaishia kupata mimba. Isitoshe, anacha mimba
yenye na kuikana mamake anapomdadisi ikiwa kuna jambo
lolote mbaya limemtendekea. Anacha mimba yake na
kujaribu kuiavya. Hapo tu ndipo wanazi wanabaini
yaliyokuwa yakiendelea kwa muda wote huu.
b) Mwenye Unaki
Anawadanganya wazazi wake kwamba anasoma pamoja
na rakiye wa kike ilhali Kimwana ni mvulana.
Wanadanganya kwamba wanasoma ilhali ni mapenzi
yanaendelea kule chumbani mwa Saa. Huu ni unaki wa
hali ya juu.
a) Msaliti
Saa anasaliti uaminifu ambao wazazi wake walikuwa nao
kwake. Wanamwamini wakijua yeye anasoma ilhali wakati
huo, yuko kwenye mahaba ya Kimwana.
b) Ni mwenye bidii.
Anapokuwa nyumbani yeye hufagia, hupika, huosha
vyombo, hufua, hupiga pasi na kutandika kila siku.
c) Mwerevu.
Katika kila mtihani, Saa aliibuka wa kwanza kabisa katika
darasa. (Uk 30)
39.
1. Kimwana
a) Mwongo
Anajifunika buibui na kujifanya kama mtu wa jinsia ya kike.
Kwa uwongo huu, anafaulu kuingia nyumbani kwa Saa na
kuandamana naye hadi chumbani mwake wanakodhaniwa
wanaendelea masomo.
b) Mwenye unaki
Katika mawazo ya wazazi wa Saa, Kimwana ni msichana
ambaye ni raki ya Saa. Wanadhaniwa kusaidiana katika
kudurusu kazi ya shuleni. Ajabu ni kwamba Kimwana ni simba
anyemnyemelea kondoo na kumla mzima mzima akiwa zizini.
2. Bwana Masudi
a) Mwenye mapenzi.
Anampenda mkewe na watoto wake. Ni baba mwenye
upendo.
b) Mwenye Bidii.
Anajibidiisha kuhakikisha kuwa jamii yake inaishi vyema.
Isitoshe anajibidiisha kumuelimisha Saa.
a) Mwenye mapuuza.
Anapoelezewa kuhusu mabadiliko yanayotokea kwa
bintiye, anakana na kuyatupilia mbali.
40.
1. Bi. Hamida
a) Mwenye mapenzi.
Anampenda mumewe kiasi cha kumfungulia moyo wake
wote. Isitoshe anawaenzi watoto wake na kuwapenda
mno. Anamtakia Saa mema na hivyo kumfunza maadili
mema.
b) Mdadisi.
Umakini wake unamfanya kugundua kuwa kuna jambo
baya na bintiye. Anagundua kuwa bintiye ana tatizo na
umbo lake limeanza kubadilika kwa kiwango fulani.
Udadisi wake ndio unamuelekeza kugutukia hali mpya
ya bintiye.
1. Lulua
a) Ni mkweli.
Anapoulizwa maswali kuhusu dadake, anasema ukweli wote
bila kucha chochote, jambo linalowapa mwangaza wazazi
wake kuhusu tabia za dadake saa.
4. SHIBE ITATUMALIZA
Historia ya Mwandishi.
Mwandishi ni mhadhiri katika chuo kikuu cha Tanzania. Ni msomi na
mwalimu wa Kiswahili. Amechangia pakubwa katika Isimu na
lugha.
Dhamira
Mwandishi amedhamiria kuwaonya hasaa mataifa ya Afrika
kuhusu tabia za ula na uroho.
41.
Ufupisho wa Hadithi
Sasa na Mbura ni watoto wa mwanasiasa, Mzee Mambo. Mzee
Mambo anawaandaa wanawe kuingia katika harakati za
unyonyaji wa mali ya umma katika nchi husika. Anawataka wanawe
pia waingie katika siasa na wizi wa mali ya umma.
Baada ya uteuzi, sherehe zinaandaliwa za kufana ili kusherehekea
ufanisi wa wanasiasa. Sherehe zinaandaliwa na matangazo yake
kupeperushwa kwenye runinga. Watu wote nchini wanashuhudia
jinsi ambapo wanasiasa wanasherehekea. Magari ya kifahari
yanatumiwa na wanasiasa ili kujishaua na kuonyesha fahari ya
wanasiasa.
Kisadfa, wakati huo huo wa sherehe, wanasiasa wakiwa kwenye
sherehe wakila, wananchi hawana chakula. Wananchi hawana
dawa hospitalini. Pia kuna uhaba wa chakula. Wanasiasa
wanafurahia shibe, ilhali wananchi wanateseka na kuumia kwa
kukosa mahitaji ya kimsingi. Wanasiasa wanapeana makandarasi
kwa kujuana
.
Katika sherehe, inadhihirika kuwa Dj alipewa kandarasi kuuza
dawa ambazo zilistahili kuwasaidia wananchi. Dawa ambazo
zilistahili kupewa wananchi zinafujwa na kupewa Dj ili aziuze.
MAUDHUI
a) Uongozi mbaya
Uongozi mbaya unapelekea wananc hi kukosa huduma
wanazostahili. Umma hauna dawa kwani viongozi wamejinyakulia
madawa ambayo yanapaswa kuwa kwenye hospitali za umma na
kisha kuwapa watu binafsi wanaojifaidi kama vile Dj (Uk 43).
42.
a) Ubinafsi na tamaa.
Dj ananyakua dawa za wagonjwa na kuziweka kwenye duka lake
mwenyewe, kuuza na kujifaidi huku mamia ya watu wengine
wakiumia kwa kukosa dawa hizo.
b) Usadi
Sasa na Mbura ni watoto wa mwanasiasa, Mzee Mambo, na
hawakustahili kupewa kazi yoyote kwenye serikali. Ajabu ni
kwamba wanapewa nyadhifa ili kusimamia Mipango na
Mipangilio. Nyadhifa hizi haziwafai hata kidogo kwani hakuna
kazi yoyote wanayotekeleza. Isitoshe, Dj na wenzake wanavuna
mabilioni ya pesa kwenye sherehe kwa njia za udanganyifu.
MBINU ZA LUGHA NA UANDISHI.
a) Mdokezo
i)…hata yeye mwenyewe hujikuta kimya kimya huku akisema
nafsini mwake…(Uk 36)
ii) Kwenye kioo cha taifa, fesibuku, gazeti la… (Uk 45)
b) Methali
i) Wajinga Ndio waliwao. (Uk 37)
c) Utohozi – haya ni maneno yaliyoswahilishwa.
i) Fesibuku (Uk 38)
ii) Wasapu (Uk 38)
iii) TV (Uk 38)
iv) Monokotilidoni (Uk 43)
v) Kwenye kioo cha taifa, fesibuku, gazeti la… (Uk
45)
vi) …mabomu, presha, obesity, sukari, …(Uk 44)
d) Tashibihi
i) …matumbo yao matupu yalishindana kunguruma kama
radi. (Uk 39)
43.
e) Misemo na nahau
I) Magari yanapina vikumbo kuingia na kutoka kwa Mzee
mambo. (Uk 38)
a) Tashihisi
i) Jingine linamimina jamaa na mzee Mambo shereheni. (Uk
39)
ii) Njaa inawatafuna. (Uk 39)
iii) Upepo unawapuliza na kuwabembeleza… (Uk 41)
iv) Swali nalo linagoma kupuuzwa namna hii. (Uk 41)
b) Tanakuzi
i) Vyakula vyeupe. Vya rangi. Vitamu. Vikali. Vichachu.
Baridi. Haya tu. (Uk 39)
c) Matumizi ya mashairi
i) Shairi 1- Uk 43- Shairi hili ni la kuwagutusha wanasiasa
wanaolala. Ni shairi linalokusudia kuwazindua wanasiasa na
kuwagutua wawe watu wa kujukumika.
d) Matumizi ya nyimbo
i) wimbo wa kwanza-Uk 37. Wimbo huu unatumika
kuwaponza wahusika Sasa na Mbura ili kuwagutusha na
kwamba Mola aliyewapa wao mali anaweza pia akawapa
wengine.
Wimbo wa pili- Uk 43. Wimbo huu ni jibu kwa ule wimbo wa
kwanza. Viongozi dhalimu wanawajibu wananc hi
wakiwaambia wananchi kwamba hawajali wala kubali
lawama zozote zile wanazopewa.
a) Takriri
I) Kunywa na kunywa na kunywa tena.
ii) Huiga kwa jamii. Huiga…huiga. (Uk 40)
44.
WAHUSIKA NA UHUSIKA.
Wahusika wakuu katika hadithi hii ni wawili: Sasa na Mbura. Sifa
zao zinafanana. Sifa hizi ni pamoja na:
a) Ni wala.
Wanapohudhuria sherehe, kazi yao ni kula na kula tu bila
kujalli. Wanatunga foleni mara tatu tatu na kujaza vyakula
kwenye masahani yao hadi pomoni. Wanakula na kumaliza
vyakula vyote vilivyojaa kwenye masahani yao hadi pomoni
.
b) Ni sadi.
Wamepokea kazi katika asi za serikali. Wanapewa
nyadhifa za mipango na mipangilio kama wakuu lakini
wanaishia kutofanya lolote. Kazi zenyewe hawakuzipata
kwa njia halali. Ulikuwa ni usadi uliowaingiza katika osi
hizo.
c) Ni wazembe.
Baada ya kula sahani tatu tatu za vyakula kwenye sherehe,
wanalala usingizi mzito badala ya kwenda kazini.
5. MAME BAKARI
Mohammed Khelaf Ghassany ni mzaliwa wa Zanzibar ambaye ni
mshauri na mwandishi wa hadithi fupi. Kwa sasa ni mwanahabari
katika idhaa ya Kiswahili ya Redio Welle Ujerumani.Sena ni
mwanafunzi,alibakwa akitoka masomo ya ziada.Kitendo hiki
kinamsababishia uchungu moyoni,ukiwa na unyonge.Mara
anaamua kubadilisha mtazamo wake kuhusu maisha .Anaamua
kukabiliana na dunia,anaamua kutolia tena wala kujilaumu
tena.Lazima maisha yaendelee .Anaamua kutoavya mimba
,kutojiua na hata kutokimbia pao.Ujasiri huu unamwelekeza
kumfunulia moyo wake rakiye Sarina.Sarina anaahidi kumsaidia
kubeba mzigo ule.Waliamua kuucha ujauzito chini ya
Jilbabu(vazi pana linalifunika mwili ili kuweka heshima).Waliamua
pia kuwa sehemu ya kujifungulia kuwa shamba kwa wazazi wake
Sarina.
45.
Beluwa dadake Sarina alimhudumia Sara nyumbani ili kucha
siri.Hatimaye anawaeleza wazazi wa Sara yaliyompata
Sara.Wanapokutana pale hospitalini Sara anashtuka kwani
hakutarajia kuwapata wazazi wake pale na zaidi ya
hayo,alishtushwa na utu wa mapenzi waliyodhihirisha wazazi
wake.Mimba ya Sara inaishia kuwa jambo la kawaida kwenye
nyumba yao na mipango yote ya awali ikawa haina maana tena.
Sara anajifungua mtoto wa kike ambaye alikuwa Mke wa babake
mpya.Sara bado ana nia ya kulipiza kisasi kwa huyu mbakaji.Akiwa
kwao anasikia ghasia na fujo huko nje.Ina sadfu kuwa fujo hiyo
ilihusiana na Yule mbakaji.Alikuwa amelala huku anataka kutapia
roho yake iliyokaribia kumtoka kutokana na kichapo alichokuwa
amepata.Anapigwa kwa mvua ya matufali hadi anafariki.
DHAMIRA
a) Mwandishi anakusudia kukashifu tabia ya wazazi ya
kuwadidimiza wanao na kutowaelewa.Inafanya watoto
waogope sana wazazi wao na wanashindwa kuwaambia
wanayopitia.
b) Mwandishi alidhamiria kuonyesha umuhimu wa kuwajibika
kazini.fano: Alivyowajibika Sakina na hatimaye anasaidia
kupatanisha Sara na wazazi wake.
c) Mwandishi alikusudia kukashifu tabia ya ubakaji kwa
kuonyesha athari zinazotokana na tabia hii.
d) Mwandishi pia alikusudia kukashifu taasubi ya kiume
katika jamii
WAHUSIKA:
Baba Sara
Katili
Kulingana na Sara,babake angemchinja na kumlaumu kwa kubakwa.
Hangemwamini Sara.Badala angemdidimiza zaidi pia
angemfukuza toka nyumbani.
a) Mkali
Ni kutokana na kuwa mkali ndio sababu Sara anashindwa
kumweleza kilichompata.
46.
Mama Sara
Dhaifu/mnyonge
Hawezi kujitetea mbele ya mumewe. Hawezi kutetea bintiye.Ni
dhaifu kwa sababu ni mwanamke.
Sara
Mnyonge/dhaifu
Baada ya kubakwa na kupata ujauzito aliishi kulia.Hakuwa na
njia ya kujitetea .Aliamua kulia tu.
Mwenye kisasi
Hakuweza kumsamehe yule mbakaji,alitaka kulipiza kisasi.Hata
baada ya kupata mtoto wake Sara bado alitamani kulipiza.
Msiri
Anaamua kutomwambia yeyote kuhusu kubakwa na hata kuhusu
ujauzito wake.
Mwenye Imani
Alikuwa na imani na raki yake Sarina.Aliamini kuwa Sarina
angemsaidia katika hali hii ngumu. Mtani
Anamtania Sarina kuwa ni zamu yake kubakwa.
Mcha mungu
Tokea hapo awali alijulikana kama mcha mungu.Hata kuvalia
jilbabu halikuwa jambo la kushangaza.
BELUWA.
Amewajibika ;
Yeye ni mlezi wa Sakina .Pia anaahidi kumpa kila msaada
uliohitajika kuhusu ujauzito.
Mshauri mwema
Alimshauri Sara aende hospitalini ujauzito ulipotimia miezi sita
kwani vipimo vya sasa vingelishirikisha mambo mengine ambayo
hayangeweza kufanyika nyumbani.
Ni Mpatanishi
Anawapatanisha Sara na wazazi wake.Baadaye wanakuwa na
uhusiano mzuri .Ujauzito uliokuwa mzito Sara unakuwa mwepesi.
Jasiri
Anawaelezea wazazi wa Sara kuhusu ujauzito wa Sara na
anapanga kuwakutanisha Sara na wazazi wake pale hospitalini.
47.
.MAJIRANI.
i.Ni wadaku.
Walikuwa wameanza kumsema Sara walipojua kuhusu ujauzito
wake.
MBINU ZA UANDISHI
1. Mbinu Rejeshi(kisengere nyuma).
Mwandishi hurudi nyuma na kuanza kusimulia kisa kilichokuwa
kimetendeka kabla ya alichokuwa(ashback).
a)UK 47..Aliendelea kuliona lile janadume asilolijua likimvamia na
kumbaka ghaa.Kisha likambamiza ardhini na ardhi ikashuhudia
ukatili na udhalimu ule.
b)UK 47…Anakumbuka vyema siku ile….ilikuwa ni jumatano moja
ya bahali mbaya kwake majira ya saa tatu unusu usiku,akirudi
darasani.
2)Takriri
Ni mbinu ya kurudiarudia neno moja au kifungu cha maneno ili
kusisitiza ujumbe fulani(Repetition). UK 47
a).Anaona alivyokuwa akigeuzwa kushoto na kulia,kulia na
kushoto.
b).UK 46 Ndiyo mbo yake,mbo yamnyonge na mnyonge ni
yeye sasa.
c).UK 49-50 Nimekosa
nini? Nini? Nini hasa?
d).UK 49 Dunia we dunia,Dunia na mwenye nguvu.
3Tashihisi/Uhuishaji(pensonication)
Ni mbinu ya kupatia kitu kisicho hai sifa za kiumbe mwenye
uhai(sifa za kibinadamu). (UK 47)
48.
a).UK 47….Kisha likambamiza ardhini na ardhi
ikashuhudia ukatili na udhalimu ule
b).UK 48….Bwana Yule mwenye masikio makaidi
c)UK 50……Kioo hakikumpa makini kamwe.
d)UK 50…. Akili imehama chumbani mwake.
Inaranda huku na huko kutafuta la kufanya.
e)UK 50…. Kila wazo likatangaza suluhisho mwafaka.
f)UK 53…. Kilio kikachukua nafasi.
4.Taswira
Ni matumizi ya lugha/maneno yanayojenga picha ya hali/jambo
fulani kwa msomaji.
a). UK 47…Kisha likambamiza ardhi na ardhi ikashuhudia ukatili
na udhalimu ule.
b) UK 47…..Anaona alivyokuwa akigeuzwa kushoto na kulia,kulia
na kushoto kama mdungo wa mshikaki juu ya tanuri la makaa.
5. TASHBIHI
a). UK 47…Anaona alivyokuwa akigeuzwa kushoto na kulia, Julia
na kushoto kama mdungo wa mshikaki juu ya tanuri la
makaa.
b). UK 52…Waliubeba kishujaa hata wakauhisi mwepesi kama
vunge la pamba.
c). UK 49…Kutengwa kama mgonjwa wa ukoma.Waliubeba
kishujaa hata wakauhisi mwepesi kama vunge la pamba.
d). Sara anabadilika kutoka msichana na kuwa mama.
e). Jina lake Sara linabadilika na kuwa mama Sara.
f). Baba aliyekuwa mkali anabadilika.
g). Uhusiano kati ya baba na mamake anabadilika na kuwa mzuri.
49.
6 MASWALI BALAGHA.
Maswali yasiyotarajia kujibiwa.
a).UK 49-50
Udhaifu na unyonge si ndio maana ya uanauke? Si ndio
unaotumiwa kutimiza unyama wao?Nimekosa nini? Nini?
Nini
hasa? Kipi kipya kilichotokea?
7. Ritifaa.
Mbinu ya kuzungumza na mtu aliyekufa (au asiyekuwepo)kana
kwamba yuko pamoja nawe.
UK 51…Sitakuua mwanangu kamwe,alikiahidi kijanacho.
8. Jazanda.
Matumizi ya maneno yenye maana che.
a).UK 47….Muhuzi mpya(ule ujauzito)
b)UK 47…Ukanda wa picha
c)UK 48…Ukurasa(maisha mpya)
9. UZUNGUMZI NAFSI.
Mhusika hujizungumzia,ama kwa kuongea au kuwaza,bila
kukusudia kusikika na yeyote.
a). UK 47….Aaa,maskini Sara miye,maisha yangu ndiyo
yameshakunjwa hivi! Alijiambia kimoyomoyo.
b).UK 49…Lakini kwa nini?na kwa nini hasa? Sena
aliendelea
kujiuliza ilivyopasa.Je!Nimetendewa hayo kwa sababu
ya
udhalifu wangu.
10.SADFA.
Ni kugongana kwa vitendo viwili vinavyohusiana kana kwamba
vilikuwa vimepangwa,japo havikuwa vimepangwa. (coincidence)
50.
UK 51…Shauri la usiniuwe la Abdulaif Abdalla ambalo Sena
alikuwa amelisoma siku mbili kabla ya mkasa huo kusudia
kilichompata Sena;ule ubakaji na kushika ujauzito.
UK 54….Wakati Sena alipokuwa akikiri atakavyo mwadhibu
baba wa mtoto wake? Ilisadifu kuwa wakati huo kukawa na ghasia
pale nje kwao.Ikawa aliyekuwa akipigwa na watu alikuwa ni Yule
mbakaji.Hatimaye akafa.
UK 52…Wakati Sena alipata ujauzito,kisadfa,babake akaanza
kumwita mama Sena.
Chuku:Kutilia chumvi.
UK 47…Hadi sasa pua yake imejaa ile harufu kali ya kutuzi
iliyompa kipalizi na kumkolizo.
MAUDHUI.
Mabadiliko.
1. UK 46…kuna mabadiliko katika mwili wa Sara… Sara
alishtuka wakati mkono wake uligusa tumbo lake, alihisi
mabadiliko ya kitumbo chake kilichokwishaanza kufura.
2. UK 50…Baada ya Sara kulia kwa muda mrefu, alitambua
kuwa kilio chake hakikumsaidia .Anaamua kutulia tena ,
kutojijutia na kutojilaumu tena.Anaamua kutafuta suluhisho la
tatizo lake kwa kuikabili dunia moja kwa moja.
3. Ujauzito uliokuwa mzigo mzito kwa Sara unabadilika na
kuwa mwepesi baada ya Sara kumweleza Sarina.
Ukatili
Ukatili ni kule kukosa utu /ubinadamu.
Lile janadume lililombaka Sara halina utu .Halikuwa na
huruma lilimkabamiza ardhini kwa ukatili na udhalimu (uk
47). Pia ni ukatili kwa jamii kumlaumu na kumtenda
aliyebakwa badala ya kumhurumia.
51.
ELIMU
Elimu imetiliwa maanani katika jamii hii na ndio sababu kuna
mpango wa masomo ya ziada ..twisheni.
NAFASI YA MWANAMKE.
a) Mwanamke anaishi katika ndoa ambapo hajui kujitetea nafsi
yake mbele ya mumewe kutokana na udhaifu wake.
b) Kama aliyewakulaumiwa kila kulipokuwa na visa vya
ubakaji.Yeye alionekana kuwa ndiye shetani.Kama chombo
cha kutimiza uchu wa mwanaume,kama aliyetumiwa kutimiza
unyama wa wanaume.Mwanamke ametengwa kutokana na
kosa la mwanamume.Baada ya kubakwa na kupata
ujauzito,mwanamke anatengwa shuleni,nyumbani na kila
mtu.
MAJUTO.
Sara alipobakwa hakumweleza yeyote kilichomfanyikia.Alienda
nyumbani na kukoga.Baadaye akawa anajuta kwa nini hakutoa
taarifa kuhusu kubakwa na kwa nini akakoga.
UNYONGE/UDHAIFU.
Sara alipobakwa alijawa na unyonge na ukiwa.Ni mnyonge kwa
sababu hata baada ya kubakwa hangepata haki,hangeweza
kujijitea,hangeweza kuaminiwa.Kilichobaki ni kulia na kulipiza
tu.Mamake pia ni dhalifu kwa kuwa hawezi kujitetea nafsi yake
mbele ya mumewe.
Sara anabakwa kwa sababu nimnyonge,unyonge unaotokana na
yeye kuwa mwanamke.Anasema Udhalifu na unyonge ndio
unaotumiwa na wenye nguvu zao.
TAASUBI YA KIUME.
Jamii hii inamuona kama mwanamume ni bora kuliko mwanamke.
Katika jamii hii,mwanamke alilaumiwa ndiye shetani kila
kulipotokea visa vya ubakaji.
52.
MASWALI.
Nimekosa nini ?nini ? Nini hasa ?
a) Eleza muktadha wa maneno haya.(AL4)
b) Ni mbinu gani za uandishi zinazojitokeza katika dondoo hili ?
(Al 2)
a) Jadili maudhui ya udhalifu na unyonge kama
yalivyojitokeza katika hadithi hii(AL 14)
“Thibitisha ukweli wa methali.Hakuna siri ya watu wawili.
Siri si siri inapotolewa kwa mtu mwingine”.
Sara alipomwelezea Sarina kuhusu kubakwa na ujauzito
wake.Waliamua kuwa wangeiweka kama siri.
Wakapanga kuwa Sara avalie vazi ambalo litaweza
kuucha ule ujauzito.
Wakapanga pia kuwa sehemu ya kujifungulia itakuwa
shamba kwa wazazi wake Sarina.
Walimhadithia dadake Sarina,Beluwa ambaye alikuwa
daktari wa uzazi.
Beluwa naye alipaswa kuweka siri hii.Mwezi baada ya
mwezi alichukua vifaa vya kupima mimba na kuvipeleka
nyumbani kumhudumia Sara,maana walitaka iwe siri kubwa.
Ujauzito ulipotimia miezi,Beluwa akamtaka Sena aende
hospitalini kwani vipimo vya wakati huo vingelishirikisha
mambo mengi ambayo hayangeweza kufanyika
nyumbani.Sara alipoka katika chumba cha daktari,kumbe
baba na mama yake Sara walikuwemo wanamsubiri ,kumbe
Beluwa alikwisha waeleza wazazi wake kuhusu ujauzito
wake. Siri ikawa si siri tena.
6. MASHARTI YA KISASA.
Na Alifa Chokocho
Msuko
Hadithi masharti ya kisasa ni hadithi fupi iliyoandikwa na Alifa
Chokocho. kwa mapana na marefu amezungumzia suala la
mapenzi. Anayalinganisha mapenzi na ugonjwa usiokua na dawa.
Mwandishi anaelezea mapenzi kupitia kwa mhusika Dadi njia hasi,
kuwa mapenzi ni mateso, utumwa, ukandamizaji, udunishaji na
ushabiki usio na maana.
53.
Dadi ni mchuuza samaki, licha ya hayo amezaliwa na kukulia mjini.
Dadi alikuwa amelemazwa na tamaa yake kwa Kidawa na alikuwa
akimwinda mara kwa mara. Kidawa alimwekea ukuta ili kuyakata
mawasiliano, mara kwa mara akajifanya kuwa hataki kuzungumza.
Siku moja, Kidawa alimkujia Dadi na kwa wakati huu akawa
mwingi wa maneno. Dadi alishangaa nakutoamini aliyokuwa
akiyasikia. Mkururo wa maswali uliompikita Dadi kwa mshangao na
wasiwasi mwingi kwa maana hakuamini.
Jambo moja ambalo Kidawa alikariri mara si moja ni usasa. Hili
halikumwia wazi dadi alilokuwa akimaanisha likawa ni fumbo
ambalo hata Dadi mwenyewe hakuweza kulifumbua. Katika
ukurasa 58, “nimekupimanisha Na kukuona mtu wa maana. Ila tu,
Zaidi ya hayo, nataka ujue kwamba mimi ni mwanamke wa kisasa
na mwanamke wa kisasa hutafuta mwanamme wa kisasa, mwenye
mapenzi ya kisasa. Huba ya Dadi kwa Kidawa ilimziba macho
asipigikamae msasa maneno yenyewe. Alisikia neno kisasa kama
mapigo yenye mahadhi mazuri.
Mwandishi anasema kuwa hii ingekua ndoa ya ajabu kama Dadi
angefahamu masharti ya ndoa. Lakushangaza ni kuwa alikubali
basi kuelewa mzigo ulioambatana na masharti hayo.
Bi Zuhura anamfanyia Dadi stihizai na kumtania sana.Baada ya
kufanyiwa mzaha, anaamua kutomuuzia Bi Zuhura samaki.
Tatizo la Dadi lilikua kumshuku mkewe kuwa ana uhusiano na
mwalimu mkuu.Hali hii inampeleka kumpeleleza. Anafululiza hadi
shulleni mahali ambapo mkewe alifanya kazi ya umatroni. Huko
anagundua kuwa wasiwasi wake ulikua wa bure katika shuguli
yake anatambua kuwa mkewe alikuwa radhi kuiacha kazi kwa hofu
yakuwa mmewe hakuwa anamwamini. Dadi anapofumanishwa
akichungulia anaanguka chini na kupoteza fahamu.
MAUDHUI.
1. MAPENZI
Mwandishi anayaona mapenzi kama kitendawili,
anayalinganisha na ugonjwa usiokua na dawa. Kupitia kwa
mhusika Dadi anayaelezea kwa njia hasi anayafasili kuwa
mateso, utumwa, ukandamizaji, udunishwaji na ushabiki.
Hata hivyo, Dadi anajitumbukiza katika mapenzi haya bila
kuyatalii. Kidawa anapendekeza mapenzi ya kisasa na
kusema kuwa atakuwa mke wa kisasa. Dadi hakuwa na
mtazamo huo. Mtazamo wake ulikuwa kupenda na
kupendwa bila masharti yoyote. Jambo hili linamfanya
kumshuku mke wake.
54.
1. USASA.
Mwandishi kupitia kwa mhusika dadi anaonyesha jinsi usasa
unavyoathiri maisha ya mwanadamu. Usasa ulikuwa na
maana ya kuchukua majukumu kwa zamu. Kidawa
alipendekeza wasaidiane katika majukumu ya kinyumba
kwa mfano; iwapo ameenda kazini. Dadi apike na kupiga
deki.Kidawa anasema kuwa yeye ni mwanamke wa kisasa.
Dadi alikiri kuwa mizani kwa kuwa amezaliwa na kulelewa
mjini anaelewa barabara. Hivyo basi, anayakubali yote
aliyoambiwa na Kidawa bila kuyatia kwenye mizani.
2. UTABAKA.
Kuna matabaka mawili. Tabaka la juu ambalo linawakilisha
mwalimu pamoja na Kidawa. Dadi ndiye anayejiweka katika
tabaka la chini na kujidunisha. Utabaka huwa ni zao la watu
wenyewe mfano utabaka unajitokeza pale ambapo tuna
m a k u n d i m a w i l i k a t i ya wa l e wa l i o n a v yo n a
wasiokuwanavyo. Dadi anaingiwa na kiwewe kutokana na
hali hii ambayo inamlemaza na kuulemaza uhusiano wao.
3. ELIMU.
Dadi ndiye anatufahamisha kiwango cha elimu ya Kidawa.
Yeye mwenyewe hatuambii alipokia anataja tu kazi yake.
Hata hivyo tunaskia kuwa kiwango chake cha elimu kilikua
chini kikilinganishwa na kile cha Kidawa.
4. NDOA/KUTOAMINIANA.
Ndoa inastahili kujengwa katika msingi unatokana na
kuaminiana. Hata hivyo, ndoa baina ya Dadi na kidawa ina
mushki kwa sababu Dadi ana wasiwasi . Wasiwasi huu
unatokana na kujidunisha kwake. Kwa upande wa Kidawa,
hana tatizo lolote. Kabla ya kuoana alikuwa ameyatoa
mashrti ambayo yangekuwa mwongozo wa ndoa yao. Kila
wakati ilipotokea hali ya swintofaham u Kidawa
alimkumbusha masharti.Ndoa hii inapata msukosuko pindi
Dadi anapoamu kumfuata mkewe akimshuku kuwa ana
uhusiano na mwalimu mkuu.
55.
6.MASHARTI.
Masharti yanayoambatana na tatizo linalotokana na
makubaliyano mara nyingi huweza kusuluhisha migogoro fulani.
Hata hivyo mojawapowa yale mawili anapokosa kuyatimiza, basi
huwa kunatokea mvutano na mgongano. Dadi aliingia katika
makubalioano kwa pupa bila kuyawazia hali hii inasababisha
matatizo makubwa, pindi anapofanya kosa, anakumbushwa
masharti.
Dadi aliingia katika makubalioano kwa pupa bila kuyawazia hali
hii inasababisha matatizo makubwa, pindi anapofanya kosa,
anakumbushwa masharti.
WAHUSIKA
1. DADI
Dadi ni mchuuza samaki kama tunavyofahamishwa katika
utangulizi wa hadithi. Licha ya hayo Dadi mwenyewe anadhibitisha
hayo anaposema kuwa mimi ni muuza samaki tu. UK. 58.
Ingawa kidawa ameelimika dadi hataki kubaki nyuma, anasema
kuwa amezaliwa mjini. Kulingana na Dadi kuwa usasa unaweza
kulinganishwa na maisha ya mji.
SIFA.
a) Mwenye bidii.
Dadi ni mtu mwenye bidii kazini. Kuzaliwa na kukulia mjini
kumemfunza namna ya kuyakabili maisha. Dadi hakutegemea
kazi ya kuajiriwa bali aliweza kujiajiri mwenyewe. Kazi ya
kuuza samaki inahitaji mtu mwenye jitihada, kuwatafuta samaki,
kuwatafutia soko kama tunavyoelezwa na mwandishi anapita
akitembeza samaki wa mwishomwisho. Uk 59.
b) Mwenye hamaki.
Msanii amewasiri Dadi mwenye hamaki pindi anapolazimishwa
kufanya hivyo. Hapendi kuingiliwa masuala yake ya ndani
sana.Bi. Zuhura anapomwingilia kwa hamasa, Dadi alitamka “
ukiwanunua utafanya heri” ukr 62. Bwana Dadi anachujia
baiskeli yake anamweleza peupe “ wewe hutaki samaki,
unataka umbeya na kujua mambo ya watu” Uk 63.
56.
c) Mwenye kujidunisha.
Dadi anajiona duni mbele ya Kidawa. Ana mawazo nyu
kuhusu hali yake na kazi yake. Anasema kuwa” mimi ni muuza
samaki tu” uk 58.
d) Mwenye kushuku
Kutokana na hali yake ya kujidunisha, Dadi anakosa kujiamini
kiasi kuwa hamwamini ata mkewe. Hali hii inafanya amfuate
mkewe hadi mahali pa kazi akimshuku kuwa na uhusiano na
mwalimu mkuu. Nusura hali hii inasababisha maafa makubwa.
Wasiwasi wake haukuwa na mashiko.
e) Mwenye pupa
Kiini cha matatizo yake ni kutokana na pupa yake katika
maamuzi. Kama angekua amemakinika asingeingilia ndoa
bila kutafakari masharti aliyowekewa na kidawa. Kilichokuwa
kimemzuga Dadi ni neno “kisasa”. Kiasi kuwa hangeweza
kuona chochote wala kusikia lolote lile.
UMUHIMU WAKE.
Ni kiwakilishi cha watu ambao hufanya maamuzi bila kujali
matokeo yake. Dadi ni mfano wa watu ambao hufanya
maamuzi yanayoadhiri maisha yao kwa kiasi kikubwa.
KIDAWA
Hili ni jina la kimajazi amabalo linawakilisha dawa katika
moyo wa kisasa ambaye anataka mambo yafanywe kwa
usasa. Anafanya kazi katika shule kama matroni.
SIFA
a) Mwenye dharau
Mwandishi anasema kuwa hawangeweza kupataan
anatumia fumbo kwa kusema” wakati wa zile siku ngumu
yeye alipotembea ardhini, kidawa aliruka hewani” ukr 56.
kidawa anadhihirisha dharau kutokana na viwitabia vyake
mfano
a) Uk 56 a) kuiburia midomo kumbeza
b) kidawa kumwambaa dadi
c) kumpa dadi mgongo
57.
(ii) uk 57 a) nimefuatwa na wanaume wengi walionitaka
uchumba.
b) “wenye uwezo na wasio nao”
(b) mwenye masharti
Ndoa yao ilijengwa kwenye masharti magumu ambayo hatimaye
yanaiadhiri kidawa alikuwa na mpango wake wa awali kuhusu
maisha ambayo angetaka waishi lakini dadi hakuyaelewa
masharti yale.
Masharti yale yalikuwa mpango wa awali wa ndoa yao na kama
dadi angeyaelewa ndoa yao ingekua ya kupigiwa mfano.
a) Mwenye mapenzi ya dhati
Kidawa alikua mwenye mapenzi ya dhati ni kutokana na
hali hii ambayo anayaweka mashrti ili asivunjwe moyo.
Alipomuuliza dadi kama mapenzi ni dhahiri kuwa
hakutaka kuvunjwa moyo. Alipokua akitafutwa
alionyesha kana kwamba hakutakauhusiano lakini ilikua
njia ya kukadiria kiwango cha mapenzi ya dadi kwake.
Kuandaa chakula ni ithibati kuwa alimpenda dadi. Hata
hivyo alikua tayari kuacha kazi yake ili kuonyesha penzi
yake kwa mmewe.
(d) mwenye mapato
Kidawa anasema kuwa alitafutwa na wanaume
waliosoma nna wasiosoma wenye uwezo na wasio nao.
Hii ilikua ni njia mojawapo ya kujigamba kuwa sio dadi
pekee aliyemtaka.
MWALIMU MKUU
a) Mwenye bidii
Mwandishi kupitia kwa mkewe mwalimu mkuu anaonyesha
jitihada za mwalimu kazini hasa tukizingatia kuwa ilikua ni
wakati wa jioni. Anazidi kusema kuwa huwa anfanya hivyo
kila siku kazi inapozidi. Wakati kidawa alipoenda
kwenye osi ya mwalimu mkuu alimpata akiwa kazini. Na
hata sauti yake ilishauri uchovu. Hii inaonyesha kuwa
mwalimu ni mchapa kazi.
58.
a) Mwenye hekima
Kidawa alipoenda osini akiwa na wazo la kutaka kuacha
kazi, mwalimu mkuu alimuuliza kama amekiria, anaonyesha
kuwa mbali na kuwa na hekima ni mshauri bora kwa sababu
anamwambia kuwa ni magumu. Anajali maisha yake na jamii
yake kwani hangependa ataabike na maamuzi ya haraka.
ZUHURA
(a) Mwenye dharau
Jinsi anavyomzungumzia dadi ni ithibati kuwa ana dharau.
Anaingilia masuala yasiyomhusu hasa yanayoingilia jamii.
Kumuuliza dadi kama wameshaoza ni kiwango cha juu cha
madharau.
(b) Mdaku
Bi zuhura anajiingiza kwenye mambo ya watu wengine. Alitaka
kujajua masual ya ndani ya kidawa na dadi
© Mjeuri
Anaposimamisha dadi anamuliza kama ana samaki wa kuuza au
anao wa kumkaangia bi kidawa, lake lingekua la kununua
samaki wala si mengine
MBINU ZA KUGHA
1. Maswali ya balagha.
Maswali ya balagha au tashtiti ni maswali yanayoulizwa na
msimulizi au mhusika ambayo yanahitaji jibu.
(i) Uk 56……kwa nini misumari ya nyuki inamuuma sasa ila si
wakati ule wa tamaa ya ushindi. Ilipokuwa mabli mbingu na
ardhi.
(ii) Uk 57……(a) bwana wewe unataka mapenzi utayaweza
a) Tuseme kisasanini
b) Ameshatuliza moyo wake
c) Nani angeangamini?
(iii) Uk 60…..(a) kwani dadi engewezaje kupuuza yale masharti
ya ndoa ya kisasa?
(b) yale masharti yanaendelea kumtamiriria
(c) dhana au ukweli?
(d) hata wepesi wa kufahamu kibinadamu hanao?
59.
(e) huyu mwanamke asiyechoka kujipodoa akiingiliana ndani?
(iv) uk 62…….a- kwa nini limkere mtu
b- watu inawahusu nini
c- mbona nawaona laini namna hii?
d- au wameshaoza?
a) Unaona mashavu ya samaki yalivyo mekundu hivi?
1. NIDAA
Ni usemi unaoonyesha kushangazwa na jambo Fulani na
huambatanishwa na alama hisi
(i) Uk 56…ni ugonjwa usio na dawa
(ii) Uk 57…..dawa ya ugonjwa wangu’
(b)………sikiliza dadi
(iii) Uk 58….ladha ya ajabu
(iv) Uk 60……eti dhana
(v) Uk 61…..masharti ya ndoa ya kisasa
(vi) Uk 62……Jamani
(vii) Uk63…….biashara haigombi hivyo
2. KUCHANGANYA NDIMI
Msanii anapoyaweka maneno yasiyo ya Kiswahili katika
sentensi ya Kiswahili, msanii anweza kufanya hivi kwa kusudia
au bila kusudia. Anafanya hivyo kuonyesha ana ya mhusika
anayehusishwa na uneni ule.
Uk 65 (i) ‘stop your gaze’

a) my dress, my choice’
b) Celeb ama socialite
1. UTOHOZI
Hii ni mbiu ya kuswahilisha maneno ya kiingereza na kufanya
yawe na mapigo ya silabi ya Kiswahili.
a) Uk 60… fasheni
b) Uk 61… umetroni
c) Uk 66…friji
d) Uk 67….paipu
e) Uk 69…. Ambulensi
60.
1. TASHBIHI
Huu ni mlinganisho wa kitu na kingine kwa kutumia kiunganishi
kama :mfano wa, mithili ya , kama na ja
1. uk 56….(i)akimwinda kama kunguru
(ii)kuambaa kama ugonjwa wa tauni
2. uk 57…..maskio kuwa wazi kama anga
2. TAKRIRI
Hii ni mbinu ya kurudiarudia neon moja au kifungu cha maneno
ili kusisitiza ujumbe Fulani;
(i) Uk 57…. Nani angeamini? Baada ya visa vyote vile dadi
alivyofanyiwa nani angeamini?
(ii) Uk 58…..(a) na mapenzi ya kisasa yana shuruti za kisasa
(b) lazima ufanye wajibu wa kisasa kwa mimi
nitakayekuwa mkeo wa kisasa
(iv) ) uk 59…..kwa hatua, kipembe baada ya kipembe
…….pom pom pom poom poom pom poom
3. MDOKEZO
Msanii hukatiza maneno au anaamua kuachia maneno bila
kutaja kitu. Mdokezo huwa ni mbinu ya kumfanyia msomaji
awze kujijazia kwa njia ya ubunifu
(i) Uk 59… pom poom pom poom pom poom
(ii) Uk 66,,,,,na tazama
(iii) Uk 67……lakini leo ni leo
(iv) Uk 68….labda anachungulia wasichana
MIFANO MINGINE
4. SADFA
5. UZUNGUMZI NAFSIA
6. MAJAZI
7. MSEMO
8. NAHAU
61.
7. NDOTO YA MASHAKA
Ali Abdulla ndiye mwandishi wa hadithi Ndoto Ya Mashaka. Yeye ni
mzawa wa Pemba. Ameondokea kuwa mwandishi stadi wa hadithi
fupi. Amechangia pia mkusanyo wa Damu Nyeusi na hadithi
Nyingine.
Mashaka alikua kijana aliyeishi maisha yaliyojaa mashaka.
Alizaliwa na baada ya muda akaitwa yatime. Mamake alifariki
alipomzaa kishaa babake akafuata,akashindwa kuvumilia
upweke. Biti Kidete akamchukua Mashaka na kumlea. Biti Kidete
daima alilalamika kuhusu miguu yake ambayo haikusikia dawa.
Ilimbidi Mashaka atafute vijibarua ili wapate riziki.
Baada ya Mashaka kumuoa Waridi,maisha yao yalijawa na shida
na umaskini. Jambo ambalo halikuwafurahisha wazazi wa Waridi
hawakulipenda.
Waliishi katika chumba kidogo ambacho hakikuwatosha. Walipata
watoto saba, sita kati yao walizaliwa kwa pacha tatu na mmoja
pekee. Waliishi katika mazingira yaliyokuwa duni na machafu. Siku
moja Waridi alishindwa kuvulia na akarudi kwao na watoto wote.
Mashaka aliyempenda Waridi sana alijawa na upweke na ukiiwe.
Alijitahidi kuwasaka lakini hakuwapata.
Kuna utabaka ambao unadhihirika wazi. Matajiri walio wachache
wanazidi kuwa matajiri zaidi. Nao maskini walio wengi walizidi
kuwa maskini zaidi . Ndotoni Mashaka anawaona maskini
(wasakatenge) wakiandawana na hatimaye maisha ya
wanabadilika na kuwa bora
Anwani
Anwani ‘Ndoto ya Maisha’ ni faafu kwa sababu hadithi nzima ni
ndoto. Kuwapo kwa Waridi na maisha yao, ni ndoto. Mashaka
anasema “Aaaa, kumbe ii yote ilikua ndoto, ndoto yangu Mashaka,
ndoto ya mashaka yangu , ndoto ya Mashaka isiyo Waridi wala
tamaa ya maisha kuboreka. Heri nisingeota.”
Dhamira
1.Mwandishi alikusudiwa kukashifu mfumo wa utabaka katika jamii.
2.Mwandishi alidhamiria kuonyesha athari za umaskini katika jamii.
3. Alitaka kuthihirisha ukweli wa methali, “Mapenzi ni majani,
popote penye mbolea hujiotea.”
62.
MAUDHUI
Umaskini
Watu wengi katika jamii hii wameathirika na umaskini. Kutokana na
umaskini wa Biti Kidete , Mashaka alilazimikakutafuta vijikazi ili
apate riziki. Aliweza kwangulia watu nazi au kwenda pwani
kurambaza au kuokota kombe na chanje.
Mashaka alipomuoa Waridi maisha yao yalizidi kuwa na shida
nyingi. Waliishi katika chumba kimoja kwa miaka mingi katika
mazingira duni. Kuliponyesha, michinzi ya maji lilionekana kwani
paa lilikua likifuja.
Chumba chao kilik]ua hakiwatoshi. Usiku binti zao walibanana na
mama yao kwenye kijichumba chao na wavulana wakalala jikoni
kwa chakupewa, jirani yao. Chumbani mlikua na vitu vichache tu.
Hawakua na sababu ya kuvinunua na pia hawakua na pesa za
kuvinunua. Mkewe alilalia mayowe na watoto wa kike wakalala
chini kwenye mbacha.
Wasakatenge waliathirika mno na umaskini hadi wakatamani
wafe.
Uchafu
Mazingira walimoishi wasakatenge yalikua machafu kupindukia.
Kwa mfano, chuma cha Mashaka kilikumbatiana na choo cha jirani.
Harufu yote kutoka chooni uliingia hadi chumbani mwa Mashaka.
Upande mmoja wa kile chumba kukawa na mfereji wa maji
machafu. Mvua uliponyesha , mfereji ule ulifurika na kwote kukawa
na uvundo. Wakati mwingine hawa wasakatenge walitumia
karatasi za plastiki kufanyia haja ndogo na kubwa kasha kutupa
huko nje.
Utabaka
Kupitia kwa Mashaka , tunaelewa pengo ulilopo kati ya watu wa
tabaka la juu na watu wa tabaka la chini ni pana sana (uk. 78)
Mashaka anauliza , “Na je , hizo fedha hupatikana wapi ?Nini
kinaleta tofauti hizi?kwa nini pengo hili kuzidi kukua na kupanuka
kila uchao?…”Matajiri wanazidi kuwa matajiri na fukara wakizidi
kufukarika na kudidimia
63.
Mapenzi ya dhati
Waridi anampenda Mashaka kwa kweli bila ya kuangalia uduni
na utupu wa Mashaka,alimpenda katika umaskini wake.
Mashaka pia alimpenda Waridi ‘kufa’. Alimpenda kwa hamu na
ghamu.Alipoachwa na Waridi hakua na dhamani ya maisha tena.
Alijitahidi kuwasaka bila ya mafanikio.
Ajira kwa watoto
M a s h a k a a l i t a f u t a v i j i k a z i a l i v yo v i we z a . A l i c h u m a
karafuu,akaangulia watu nazi. Alienda pwani kurambaza au
kuokota kembe na change. Pia alisaidia mtu kijikazi chake mkono:
kufyeka majani usoni pa nyumba yake ,kuyachanja kuni magogo
yake na hata kufua na kupiga pasi nguo zake… yote kwa lengo la
kutafuta riziki.
Kifo/Mauti
Kuna vifo vya watu tofauti. Mamake Mashaka alifariki alipomzaa.
Babake naye aliposhindwa kuvumilia upweke baada ya kifo cha
mkewe naye akafa. Hatimaye Biti Kidebe naye akaeafuata.
Urembo
Mashaka anaeleza kuhusu urembo wa Waridi. Anamlinganisha na
ua lenye hauba iliyotukuka na aliye na harufu nzuri.
WAHUSIKA
Mashaka
Ndiye muhusika mkuu
Mwenye mapenzi
1.Uk 74: Mashaka anasema alimpenda Waridi Kufa .
Anapowakosa Waridi na wanawe pale nyumbani alijitahidi
kuwasaka bila ya mafanikio.
2.uk 77: Mashaka alipoachwa na Waridi hakuona thamani ya
maisha tena.
3.uk 79: Mashaka anasema “Nilimpenda mno bila shaka,
nilimpenda kwa hamu na ghamu.”
4.uk 80: Waridi aliporejea, Mashaka alifurahi sana na hata
akasahau yote yaliyokuwa yamepita.
64.
Upweke na Ukuwe
1.Uk 87:Alikua mwenye upweke na ukuwe Waridi alipomtoka
katika maisha yake.
2.Babake Mashaka aliposhindwa kuvumilia upweke baada ya kifo
cha mkewe . Huo upweke ndio ulisababisha kifo chake.
Mwenye Mashaka
Maisha ya Mashaka ni mashaka matupu. Alipozaliwa, mamake
akafa na baadae babake akamfuata kwa kushindwa kuvumilia
upweke.Biti Kidebe aliyemchukua baada ya vifo vya wazazi wake
akawa naye hajiwezi kiafya na kimali. Mashaka yakamzidia
Mashaka. Huyo akawa anafanya vibarua ili apate riziki.
Hatimaye naye Biti Kidebe akafa.Baada ya kumuoa Waridi
matatizo yakawa chungu nzima. Yalipozidi Waridi akashindwa
kuvumilia na akamuacha Mashaka pekee. Akabaki akiwa na
umaskini.
Kufa moyo
Uk 79: Nikaona kira za nafsi yangu zinaendana na zile za moyo
wanguuliokwisha tamauka.
Uk 79: Mashaka anasema “Nimelioka hata naradua kufa kuliko
kuishi.”
Uk 80:Wanyonge wa tabaka la chini waliandamana huku
wakipiga kelele , “Tunataka Tufe!Bora Tufe!”
Waridi anashindwa kuvumilia maisha ya Mashaka na anaamua
kurudi kwao.
Maskini
Uk 74:Waliishi katika chumba kile kile kibovu kwa miaka mingi na
shida zikawa zinawatamirira kila upande. Kazi yao kubwa ikawa
ya kijungu-meko,kazi ya kupigania tumbo.Walilala chini na hata
kuomba nafasi kwa jirani. Hawakuwa na vitu chumbani kwani
hawangeweza kununua.
65.
Waridi
Mwenye mapenzi ya dhati
Uk 74: Waridi alimpenda Mashaka kwa dhati. Hakuangalia hali
duni ya Mashaka .Alimpenda katika umaskini wake.
Mapenzi hayachagui fukara wala tajiri kwani mapenzi huota
popote.
Mvumilivu
Aliweza kuvumilia maisha hayo ya umaskini kwa miaka mingi.
Mrembo
Uk 70: Mashaka anafananisha urembo wa Waridi na ua ambalo
hupendeza macho na kumfurahisha mtima.
Wasakatange
Ni watu maskini wa tabaka la chini. Walitamani kutokana na hali
yao duni.
Mzee Rubeya
Alikua babake Waridi.
Alikua na asili ya Yemeni.
Alikua tajiri ambaye alihuzunishwa na ndoa ya Mashaka na bintiye
Waridi kwa sababu Mashaka alikua maskini.
MBINU ZA UANDISHI
Jazanda
1.Ua la Waridi limetumika kijazanda kulinganisha Waridi mke wa
Mashaka.(uk 70)
2.Mashaka analinganisha mshahara wake na mkia wa mbuzi.( uk
76)
3.Nitaramba na kulmbatua asali yake tamu kama nyuki (uzuri
wako).
Maswali Balagha
Ni maswali yanayoulizwa na msimulizi au mhusika ambayo
hayahitaji jibu (rhetorical question).
66.
Uk 70: Na harufu yake je?
Leo harufu tu ina sifa hiyo, waridi lenyewe je?
Ni Biti Kidebe mamangu, au waja tu na dharau zao?
Uk 76:Wamekwenda wapi watu hawa?
Uk 78: Na je ,hizo fedha hupatikana vipi? Mbona kuna pengo
kubwa kati ya walionazo na wasiokuwa nazo? Nini kinaleta tofauti
hizi?
Nyimbo
Uk 77: Wimbo uliopigwa na redio Tanzania Dar ulipendwa sana na
Waridi. Wimbo huu unaonesha hisia za kutamauka. Mtu aliyekufa
moyo
Methali
Uk 70: Baada ya dhiki faraja
Jungu kuu halikosi ukoko
Uk 75: siri ya mtungi iulize kata au kitanda usichokilalia hujui
kunguniwe
Uk 78: Subira ni ufunguo wa heri.
Uk 79: Ngoja ngoja huumiza matumbo
Chuku
Ni kutumia maneno yaliyotiliwa chumvi ili kusisitiza ujumbe Fulani
au kusia kitu.
Uk 71: Nikalienzi ua langu kuliko hata mboni za macho yangu
Uk 74: Nampenda kufa
Uk 76: Dhiki ndio ilikua nguo na harufu yetu.
Uk 80: karne nzima imepita sasa pasi na kuliona ua langu. Ndio
kwanza leo nilitie jichini baada ya miaka mia. (muda mrefu
sana)
Tabaini
Matumizi ya kikanushi ‘si’
Uk 72: Si maisha si wazimu
Uk 71:Si ya sasa si ya baadae
67.
Tashihisi
Hii ni mbinu ya kupatia kitu kisicho hai sifa za kiumbe mwenye
uhai(binadamu)
Uk 74: Harufu yote itapikwayo na domo la choohicho
Uk 74:Nao hutema uchafu wao katika mto Msimbazi.
Uk 76:Katika maisha hayo siku zilijisotora zikapita kama hazitaki.
Uk 82:Rangi ya urujuani ulichungulia katika nyufa
Uk 88: Mwili wangu niliuhisi mtamu. Ulinitafuna kama kidonda
Uk 79: Haukutoka (msemo) na wala haukutaka kamwe kutoka
Utohozi/Kuswahilisha
Uk 74: Plastiki
Takriri
Ni mbinu ya kurudia rudia neon moja au kifungu cha maneno ili
kusisitiza ujumbe fulani. (repetition}
Uk 81: Ilikua radi iliyopiga kila mahali. Ilika kila mahali. Kila
mahali uliingia.
Uk 79: “Hadi lini lakini…hadi lini…”
Tashbihi
Hii ni mbinu ya lugha inayo linganisha vitu au hali mbili tofauti kwa
kutumia maneno ya kulinganisha:kama, mithili ya,sawa na,je.
Uk 72:Akaiga dunia bado mbichi kama jani la mgomba
Uk 73:Rubaa ya watu wane ikajitema chumbani kama askari wa
fanya fujo uone
Uk 74:Choo chenyewe kimeinuka juu kama ghorofa
Uk 75: Wavulana walilala jikoni kama nyau…
Uk 76: Katika maisha hayo siku zilijisotora zikapita kama hazitaki
Uk 77:Ilikua tamu kama ya ndege wa peponi.
U k 7 7 : N i l i k u a k a m a n d e g e k a t i k a t u n d u
uk 88: Ni maadamano yale walikua wamefwua na kufwuana kama
unga
68.
Majazi
Ni pale tabia za wahusika zinaambana na majina yao halisi
Uk 73:Waridi: Mashaka anasema jina lake lilipige ndipo bila
shaka. Linaelezea urembo wa Waridi
Uk 74:Wasakatenge (maskini)
Uk 75:Chakupewo ?(anawapa mahali pa kulala)
Misemo
Uk 72:Kusalimu amri
Uk 72:Maji yalipozidi unga
Uk 72:kupiga kite
Uk 76:Ziligonga mwamba
Uzungumzi nafsia
Mhusika hujizungumzia, ama kuwa au kuongea bila kukusudia
kusiko na yeyote.
Uk 76:Nilijiuliza lakini jibu sikupata
Uk 77:Niliwaza mengi zaidi. Nikawaza ya laity ningekua na
maisha mazuri.
Uk 78:Nafsi yangu uliniambia “subira ni ufunguo wa heri.”
Uk 79:”Hadi lini lakini…hadi lini. Subira hiyo?” Moyo uliuliza
Maswali
1.Mashaka, Waridi na wasakatenge ni majina ya majazi. Thibitisha
kutoka kwa hadithi
2.Onesha jinsi mwandishi wa hadithi ya Ndoto ya Mashaka
amefaulu katika matumizi haya
a)Chuku
b)Tashisi
c)Tashbihi
d)Nahau
Chuku
ni kutia chumvi katika jambo ili ufafanuke zaidi au lieleweke
waziwazi.
Uk 71:Nikalienzi ua langu kupita hata mboni za macho yangu.
Uk 74:Nilimpenda kufa
Uk 76: Sura zetu zilitosha kuwa sura za kusemea
Uk 76: Dhiki ulikua ndio nguo na harufu zetu
Uk 80:Karne nzima imepita sasa pasi na kuliona ua langu.Ndio
kwanza leo nilitie jichoni baada ya miaka mia.
69.
8. KIDEGE
ROBERT W EDUOR
Msuko
Hadithi hii imejikita katika mazingira ya bustani.Bustani ya ilala ni
mahali ambapo wapenzi walikuwa wakikutana.
Taswira inayojitokeza ni ya watu wanaopendana.Ili kusisitiza
jambo hili,mwandishi anazungumzia rangi.Rangi inapotumika
kisanaa huweza kuwasilisha wazo Fulani.Msanii anasema kuwa
,’Nyasi zilikuwa zimepiga umanjano na kukaribisha binadamukwa
hali za kila aina’uk83.
Msimulizi anasema kuwa mahali hapa ni mandhari ya
wapendanao.Ni mahali ambapo waja huzungumzia mambo mengi
na wengine wakiwa na mambo mengi.Tunaelezewa kuwa mahali
pale ni mahal I pa kuanzisha uhusiano.
Msimulizi anasema kuwa,kati ya waliokuwa wakizuru Bustani ile ni
Joy na Achesa,Siku hiyo walikuwa na mchezo wa kitoto.Wakiwa
katika mchezo,mawazo ya Achesa yanatekwa na ndenge
mmoja.Ndenge Yule alimfanyia mambo ya ajabu,akawa ni
mhusika muhimu katika masimuluzi haya.Pamoja na ndenge Yule
inasadifa kuwa Mose alikuwa amejibanza………
Jina halisi la mose ni Musa.Mose alikuwa mapenzi makuu kwa
samaki waliokuwa kwenye kidimbwi.Kutokana na mapenzi yale
akawa na mazoea ya kuwasilisha na kuwatunza.Mose alikuwa na
raki yake kwa jina Shirandula.Shirandula alikuwa mtani mkubwa
wa mose,alimtegea mose kitendawili ambacho kilimlemea.
Mose aliota ndoto usiku wa kuamkia jumamosi,ndoto ilikuwa juu
yan midege ya ajabu.Katika uhalisia anaamua kuelekea kwenye
bustani.
MAUDHUI
a) Uhusiano mwema.
Uhusiano mwema hudhihirika kutokana na mahusiano na
mwingiliano barua ya watu.Katika hadithi kidege
unadhihirika kati ya Joy na Achesa.Wanaonyesha hali hii
kwsa kucheza pamoja mchezo wa kitoto.
Mose anataniana na maraki hawa bila kuwaudhi UK85
wakabaki wanachekeana,ama wanachekacheka ovyo.
70.
a) Mapenzi
Mapenzi yanadhihirishwa na wanadamu wanapojituliza
chini kwenye vipimbe vilivyowacha wakiendeleza
mining’ono ya mapenzi.Mapenzi yanayolengwa ni ya
mwanamke.Mwandishi anasema kuwa mahaba
yamewafura.Anamaanisha kuwa mapenzi yamekita mizizi
katika jamii hii,mwandishi anatutilea taswira ya ndege
wanaotazama wanadamuwakiwa katika haba.
b) Utunzaji wa mazingira na viumbe.
Mose alijipatia wajibu wa kuwatunza samaki na
ndege.Aliwatupia samaki kipande cha sima bila kuwasahau
ndege.
B u s t a n i ya i l a l a i l i k u wa i m e h i f a d h i wa v i z u r i .
Mwandishianasema kuwa uzuri………………???????????
h a wa k u wa wa n aya h a r i b u m a z i n g i ra ya l e. H a t a
samakiwaliokuwa kwenye kidimbwi hawakudhuriwa na
wanadamu.
c) Uraki
Uraki unajitokeza kwenye hadithi Joy na Achesa ni
miongoni mwa maraki waliokuwa wakijituliza kwenye
bustani.Ni maraki tu ambao wanaweza kuwa na mchezo
uliokuwa ukichezwa.Licha ya hao wawili,kulikuwa na Jozi
nyingine ya maraki nao ni Mose na Shirandula.
d) Starehe
Katika hadithi hii,mwandishi anatupeleka kwenye mazingira
ya bustani.Bustani ya ilala ilikuwa na uzuri wake ndio maana
watu walikuywa wakienda mahali pale ili kustarehe.
WAHUSIKA
Hawa ni watu,vitu au viumbe wanaoishi katika kazi ya
kisanaa kwa lengo nla kubeba dhamira mbalimbali na
kuiwasilisha kwa wanajamii.Mwandishi wa hadithi kidege
amewatuma wahusika wa aina mbalimbali.Amewatuma
wahusika wanadamu,ndege na samaki wote kwa lengo la
kuwasilisha madhumuni yake.Kuna wale aliowadokeza na
hawa kuendelea zaidi wakawapokeza wengine majukumu
ya kuendeleza maudhui.
71.
1) MUSA
Jina la utani ni Mose,jina hili linaendelezwa hadi mwisho wa
hadithi.
SIFA
a) Mwenye bidii
Licha ya kuwa na shughuli zake aligeuza uhusiano wake
na samaki kuwa wajibu.Vipande vya sima alivyokuwa
akivibeba havikuwa vyake bali vilikuwa vya kuwalisha
samaki na ndege.Hata katika ndoto yake anapovamiwa
na midege,kra zake zinampeleka mfukoni kwani
yalikuwa ni mazoea yake kuwalisha.
b) Mwenye mapenzi makubwa kwa samaki.
Mose aliwapenda samaki na kuwafanya uraki
nao.Aliwatunza samaki hata kama haikuwa kazi
yake,alichukua wajibu wa kutenda hayo (uk86).Samaki
walimjua na kumzoea, hii inatokana na hali ya kuwatupia
vipande vya sima.
c) Mtani
Mose alitaniana na shirandula ndio shirandula alimtegea
mose kitendawili.Kitendawili ambacho aliomba siku mbili
ili akitegue.
d) Mkarimu
Aliweza kuwatunza na kuwalisha wale viumbe.Iwapo
angekosa siku mbili au tatu,siku ya nne angefanya juhudi
kuwatembelea.Hali hii inaonyesha ukarimu wa muda
wake na kidogo alichokuwa nacho…..ni yeye tu ambaye
angeweza kuwatembelea kwa madhumuni ya namna
hii.(UK 89)
e) Mtabiri
Ndoto yake inakuwa ni utabiri wa mambo ambayo
yangetokea.Ndoto ni kioo cha yaliyojiri baadaye.
f) Anamlahaka mwema
Mhusika huyu anaonyesha jinsi wanavyoingiliana na
maraki zake.Hii ndiyo sababu iliyomfanya ajibanze
mahali akiwatazama Joy n AchesA.Yeye na shirandula
hawakuwa na utofauti.
72.
1) Shirandula:
a) Mtani
Mwandishi anatuelezea kuwa Shirandula alizoea
kumtania mose kila wakati kutokana na utani wake
hakosi la kusema anavyoeleza kuwa c hoo
kinachimbwa kasha kinajengwa..(UK87)
b) Mbunifu
Mtu mbunifu hakosi la kusema pindi tu anapojipata
katika hali ya kujitolea.Shirandula hakukosa la
kusema katika kitendawili.Mfano wanapozungumzia
kuhusu choo na kuelezwa kuwa choo hakijengwi
kinachimbwa…(UK86)
Anatoa jibu mara moja…(UK87)
c) Mcheshi
A n a p o p a t a j i b u l a m o j a k wa m o j a . Awa l i
anazungumzia kuhusu vijisamaki ambavyo anasema
huwezi kuvila na anauliza ni vya faida gani.
d) Mshamba
Watuwa mji wanamwita mshamba kwa kuwa yeye
alizaliwa kijijini.Mbali na kuzaliwa kijijini,tabia zake
zinadhihirisha hali hii kutokana na mawazo yake
kuhusu samaki.
2) JOY NA ACHESA.
Hawa ni baadhi ya wale waliokuwa wakizuru bustani ili
kujituliza.
SIFA
a ) Wenye mapenzi ya dhati.
Hawa wawili wanaonekana kuwa na mapenzi ya muda
,kama tunavyoelezwa na mwandishi kuwa walikuwa na
mazoea ya kuzuru mahali pale.
73.
b) Watani
Kutokana na mchezo wanaocheza wa kitoto ni bayana
kuwa lazima wawe wametaniana.Joy kumrukia Achesa
na wote kujikuta wakiwa chini.
c). Wacheshi
Kila mmoja anaangua kicheko kutokana nay ale
wanayoyashuhudia.
MBINU ZA LUGHA.
1. Uhuishi/Tashihisi.
Hii ni tamathali ya usemi ambayo msanii huvipatia
vitu sifa walizonazo binadamu kutenda na kufanya
kama wanadamu..
a)Ndege walijibizana,mmoja huku na mwengine kule
wakizungumza(UK83).Ingawa ndege wana uhai
huwa hawazungumzi,msanii amewapatia sifa ya
kuzungumza.
b) Ndege naye pale mtini akaona na kushangilia..(UK
85)
C) Ndege akaamua kuwafunganisha ndoa…(UK85)
d) Fikra zikamtuma mfukoni (UK89)
2. Tabaini
Ni tamathali ya usemi ambayo msanii hutuma usemi
unaosisitiza jambo kwa kutumia maneno ya ukinzani
a) Jua si jua,baridi si baridi(UK 83)
b) Si wakubwa ,wala si wadogo(UK89)
c) Mwewe si mwewe,tai si tai(UK89
3) Takriri
Ni mbinu inayotumiwa na msanii ya kurudiarudia neno moja au
kifungu cha maneno kwa lengo la kusisitiza : Mfano ;
i. Wakabingiria,Wakabingiria ….UK 84
ii. Samaki kumvutia mose,mose kumvutia ndege,Ndege
n a y e k u m v u t  a n a n i ? M o s e n a
Ndege,………………UK88
iii. Vuta,Vuta ………….….UK92
Shika, shika……………….UK86
74.
1) Nidaa
Huu ni msemo unaotumiwa na msanii kuonyesha kushangazwa na
jambo Fulani na huambatana na alama ya hisi au mshangao.
a) Poa! UK 83
b) Usivue! UK 86
c) Lakini wapi! UK 89
d) Lo! UK 94
e) Hawa watu na matamshi yao! UK 87
1) Tashbihi
Tamathali ya usemi ambayo msanii anavilinganisha vitu viwili
au zaidi, kwa kutumia maneno kama vile
Mfano wa mithili ya,kama na ja.
i. Alifuata desturi kama ibada…UK 89
ii. Midomo kama panga….UK 91
2) Tanakali za sauti
Hii ni mbinu ambayo msanii hutumia kuiga sauti za milio
mbalimbali. Milio inaweza kuwa ya vitu,wanyama n.k
i. Ndege alitoa sauti chwi!UK 84
ii. ………alikuwa keshamrukia pu !UK 84
iii. Kikalenga kwenye pua, chwa !UK 85
iv. ………Sauti yake ya kawaida chwi!UK 90
Chwi!……Chwi!……Chwi! UK 92
MTINDO WA UANDISHI
Msanii ametumia mtindo wa fasihi simulizi.Ameweza
kuingiza tanzu za fasihi simulizi katika masimulizi
yake.Lengo la kufanya hivi ni kuendeleza dhamira yake
na kuyakuza maudhui:
a) Utanzu wa maigizo
Mwandishi ametumia kipera cha kitendawili UK
90Kitendawili!Tega! Anayejenga choo na
anayejenga?
75.
8. NIZIKENI PAPA HAPA
Ken walibora ni mkaazi wa Kenya, na mwandishi maarufu wa
Kiswahili. Ni mwandishi mtajika wa kazi ya fasihi ya Kiswahili.
MUHTASARI
Nizikeni papa hapa .Haya yalikuwa maneno ya otii mwenyewe.
Otii alikuwa akisakatia kandanda timu ya Bandari FC Kwenye
uwanja wa manispaa na kote inchini.Wakati huo alikuwa na siha
yake na aliishi Mombasa.
Anakutana na Rehema Wanjiru msichana aliyekuwa mrembo Zaidi.
Rehema alimwambukiza Otii ugonjwa.Akawa anaendesha
akakonda sana na akawa na kikohozi kisichokoma .Ugonjwa huu
unampeleka hadi kaburini .
Kabla ya kifo chake ,wanachama wa chama cha nyumbani
wananza kukutana kwake kupanga mipango ya mazishi .Walihitaji
kuchangisha fedha za kukondisha magari yakuchukua maiti na
waombolezi kutoka Mombasa hadi sidindi karibu na Kisumu.Otii
hakuona umuhimu wa safari hii ya kutoka Mombasa hadi sidindi
.Anapendekeza azikwe hapo Mombasa.
Hakuna anayesikiza ombi la Otii .Wanasisitiza lazima
{azikwe]maiti ya Otii angepelekwa Kisumu kulingana na mila na
desturi zao. Jamaa na maraki na watu wa nyumbani lazima
waandamane kupeleka maiti Kisumu. Walipoka mtito Andei
wanakabiliana na Lori refu ambalo lilikuwa likija kasi huku
linayumbayumba barabarani. Dereva wa matatu iliyokuwa
imebeba maiti alijaribu kukikwepa kichwa cha lori lakini
hakufanikiwa. Watu arubaini walifariki hapo papo . Wengine kumi
na watatu walijeruhiwa ,baadhi yao vibaya sana.
Yote haya yalisababishwa na kupuuza . wangemsikiliza otii mambo
hayangeishia vile;
ANWANI
Anwani ya hadithi hii nizikeni papa hapa inaoana na yale
yaliyomo. Hili lilikuwa ni pendekezo la Otii kuwa akifa maiti
yake isisarishwe hadi Kisumu lakini azikwe papo hapo
Mombasa.
76.
DHAMIRA (LENGO)
1. Mwandishi anakusudia kuonyesha umuhimu wa uhusiano
katika kufanya mambo
2. Anadhamiria kukashifu mapenzi ya kiholela na kutuonyesha
athari zake. Mf uhusiano kati ya Otii na Rehema Wanjiru.
3. Mwandishi alidhamiria kuonyesha ukweli wa methali
asiyesikia la mkuu huvunjika guu.
MAUDHUI MILA NA DESTURI
Wananchama cha watu cha nyumbani wanasisitiza kuwa lazima
otii(maiti) ipelekwe Kisumu kulingana na mila na desturi.
Wanasema katika mila na desturi zetu kauli ya marehemu si
chochote, si lolote, muhimu ni kwmba sharti mtu wa kwetu azikwe
nyumbani.
USHIRIKIANO/ UMOJA
Wanachama wa chama cha watu wa nyumbani wanatangamana
na kupinga mipango ya mazishi ya oti. Baada ya kifo cha otii,
jamaa na maraki wa watu wa nyumbani ya mazishi walikjumuika
kwa wingi, katika kitongoji duni cha Kisumu ndogo kupanga
mazishi. Kwa pamoja wanachangisha fedha za kununua jeneza,
mavazi ya kumvalisha maiti pamoja na fedha za kukodisha magari
ya kuchukua maiti nyumbani, siku ya kupeleka maiti nyumbani
wanajitokeza kwa wingi.
UJEURI NA ATHARI ZAKE
Wanachama wa chama cha watu wa nyumabani walipoanza
mipango ya mazishi na hata kufanya michango ili kugharamia
mipango ya kupeleka maiti nyumbani.Otii aliwaambia mara
kadhaa wamzike papo hapo Mombasa laikini hawakumsikiza.
Walipokuwa safarini kuelekea Kisumu, kunatokea ajali mbaya
ambayo inawaangamiza wengi na wengine wanapata majeraha
mbaya.
(uk100) rakiye Otii anamtahadhirisha Otii dhidi ya kuwa na
uhusiano na wasichana wazuri Zaidi kama Rehema Wanjiru. Otii
hakutilia makini hayo. Alisema “pana hasara gani nzi kua
kidondandani?”Aliendelea na uhusiano huu. Akapata ugonjwa
uliompleka kaburini.
77.
SIFA ZA WAHUSIKA
OTII
Otii ndiye mhusika mkuu
Mchezaji hodari.
Aliyechezea timu ya Bandari FC kwenye uwanja wa manispaa na
kote nchini. Alichezea timu ya taifa Harambee stars wakati
alipotambaa jijini Mombasa .UK98 anakumbuka mataifa mengi ya
kigeni alikosari kwenda kusakata Kabamba kwa niaba ya taifa
lake na jukumu la kupeperusha bendera ya nchi yake.Alipokuja
tamko la michezo lililonukuliwa gazeti lilikisi kira za wengi. Pengo
la Otii haliwezi kuzibwa.
MBADHIIFU
Wanachama wa chama cha watu wa nyumbani walipokutana
kupanga mipango ya mazishi, walikusudia kuchangisha fedha za
kununua jeneza, mavazi ya kumvalisha maiti pamoja na fedha za
kukodisha magari ya kuchukua maiti na waombolezaji hadi sindindi
yeye hakutaka hayo alisema, ‘ gharama zote hizo za kunipelka
sidindi za nini? Lakini wenzake wakasisitiza kuwa gharama hizo ni
zao si zake{UK97]
UJEURI/MWENYE MAPUUZA
Alipotahadharisashwa dhidi yakuwa na uhusiano na huyo msichana
mrembo Rehema Wanjiru alipuuza.Hatimaye akaambukizwa
ugonjwa uliompeleka kaburini.
CHAMA CHA WATU WA NYUMBANI
1.Umoja/ushirikiano
Wanashirikiana kuanzia mwanzo hadi mwisho katika kupanga
mazishi ya Otii wanachanga pesa, wanakutana kwa Otii na
wanafuatana kuelekea sidindi kuhudhuria mazishi ya Otii.
2.Wanamapuuza
Otii alisisitiza kuwa yeye angetaka azikwe palepale Mombasa
lakini wakapuuza. Hatimaye wakapata ajali mbaya sana wakiwa
safarini kwenda sidindi kuhudhuria mazishi.
78.
3.WATAMADUNI
Wanasisitiza lazima wamzike otii nyumbani kulingana na mila zao.
Ni kinyume cha mila na ada zao kumwadia mwenzao kutupiliwa
mbali kana kwamba hana kwao.
WAKARIMU
Wanahakikisha wamechanga pesa za kutosha kugharamia mazishi
ya otii.
REHEMA WANJIRU
Ni msichana wa aina yake, mwenye urembo wa kutikisa jiji zima,
urembo wa kulikausha bahari, urembo uliompa wasichana wenziwe
husuda na wanaume mshawasha Fulani.
MZINIFU
Kuna uwezekano kuwa ugonjwa huu aliupata kupitia tabia ya
uzinifu.
MBINU ZA UANDISHI
Chuku(hyperbole)
Ni kutumia maneno yaliyotiliwa chumvi ili kusisitiza ujumbefulani au
kusifu.
Uk 96…. kituamepotelea kwenye kitanda chake( mdogo Zaidi)
Uk 97…..Alipokua anakanyaga ardi mpaka inatetemeka( kwa
nguvu kutokana na afya nzuri)
Uk 100.. urembo wa kulitikisa jiji zima( mrembo sana)
Uk 101.. pengo aliloacha otii haliwezi kuzibwa( mchezaji stadi)
Uk 102.. wanahabari waliotiwa mbinu ya kupiga picha
hawakuweza kula nyama tena mazishini mwao.
Istiara
Ni kulinganisha vitu viwili moja kwa moja.
Uk 96….. kabakia sindano (ameendelea sana)
Uk 96 wanamwita mbu ( mdogo Zaidi)
79.
Tashbihi (simile)
Ni mbinu ya lugha unayolinganisha vitu au hali mbili tofauti kwa
kutumia maneno ya kulinganisha, kama mithili ya, sawa na ja;
Uk 98. Hakuweza kunyanyuka pale chini alikoabwagikie kama
gunia la chumvi.
Uk 99…. Alikuwa ametupwa kama masimbi yabuzaa
Uk 102…. Akajaribu kukwepa kichw acha hari kilichokua
kimemkodolea macho kama simba wa Hifadhi ya Wanyama ya
Tsavo.
Jazanda:
Kutumia maneno yaliyo na maana che.
Uk 96…jamaa zake si watu wa kusubiri mvua kunyesha ndipo
waanze kutafuta pahali pa kununua mwavuli..(jeneza)
Uk 98…. Alikua mwibe.
Uk 97,,, mbwa( kitu kisicho na thamani)
Uk 100… pana hasara gani nzi kua kidondani.
Utohozi
Ni mbinu ya kuwahilisha maneno ya lugha yatamkike kama ya
Kiswahili.
Uk 98…. Manispaa(Municipal)
Uk 98…..mechi(march)
Uk 99 eksirei(xray)
Uk 99… klabu (club)
Uk 96 fremu
MSEMO
UK 97… Anapiga chafya.
Uk 99…. Akichungulia kaburi.
Uk 99…..Hawakujali hawakubali.
Uk 99….kufumba na kufumbua.
Uk 100..akapigwa na butwaa.
80.
Tashhisi/ Uhuishaji.
Hii ni mbinu ya kupatia kitu kisicho hai sifa za kiumbe mwenye
UK100 urembo wa kulikaulisha bahari.
Uk.101.sifa za kibroda waombolezaji na kutapika wengine.
102 akajaribu kukikwepa kic hwa c ha lori kilic hokuwa
kimemkondolea macho.
METHALI
Uk.99. Mwacha kile hanacho na chema kimpotele.
Uk.99.aliyeumwa na nyoka akiona ungongo hushtuka.
Tabaini
Ni tamathali ya semi ambayo kwayo maneno/mawazo
yanayokinzana hutumiwa katika sentensi ili kuleta msisitizo wa
wazo.
UK99.si barabara ya mlango wa papa ,si barabara ya Nkrumah, si
barabara ya jomo Kenyatta, si ya Digo
UK100..Si kuendesha, si kukonda, si vipele si si kukichwa
kukikokome….
Mbinu rejeshi
UK96….Ukutani kumetundikiwa fremu yenye picha yake alipokuwa
bado na siha yake alipokuwa akisakatia kandanda timu ya
bandari FC.
Uk95…anakumbuka jinsi alivyokuwa akiwala chenga wachezaji
wa timu pinzani.
MASWALI
1. Anwani Nizikeni papa hapa ni mwafaka kwa hii
hadithi.Fafanua.[al 20]
2. Anzeni mapema kuchangisha fedha za kusarisha
maiti.
a] Eleza muktadha wa dondoo hili. [al 4]
Haya ni maneno ya mwenyekiti wa chama watu wa nyumbani
walikuwa kwa Otii kando ya kitanda cha Otii ili kupanga mikakati
ya mazishi. Hii ilitokea baada ya daktari kuwaeleza wamrejeshe
Otii nyumbani kwa kuwa hakukuwa na matumaini ya kupata afueni.
81.
b] Walihitaji pesa za nini? [al 4]Walipaswa kununua jeneza,mavazi
ya kumvisha maiti pamoja na fedha za kukodisha magari ya
kuchukua maiti na waombolezaji kutoka hapa
Mombasa hadi Kisumuasilia.
c)Kwa kurejelea hadithi ya nizikeni papa hapa , eleza maafa
yanayotokana na ujeuri na mapuuza.
Wanachama wa chama cha watu wa nyumbani walipoaanza
mipango ya mazishi na kufanya michango ili kugharamia mipango
ya kupeleka maiti ya Otii nyumbani.Otii alipendekeza azikwe pale
Mombasa lakini hawakumsikiza kabla ya Otii kukata roho. Pia
aliwakumbusha pendekezo lake la kuzikwa pale Mombasa,lakini
bado hawakutilia pendekezo lake maanani. Walipokuwa safarini
kuelekea Kisumu walipata ajali mbaya ambayo iliangamiza wengi
na wengine wakapata majeraha mabaya.Wangemsikiliza Otii
hawangepanga safari ya kwenda Kisumu na basi hakungekuwa na
ajali hii ambayo ilileta maafa Zaidi.
UK100….Rakiye Otii anamtahadharisha Otii dhidi ya kuwa na
uhusiano na wasichana warembo kama Rehema Wanjiru lakini Otii
alipuuza .
Aliendelea na ule uhusiano akaambukizwa ugonjwa uliompeleka
kaburini.
MASWALI
Methali ni nini? taja na ufafanue
Methali zilizotumwa katika hadithi ya mama bakari.
10.TULIPOKUTANA TENA
ALIFA CHOKOCHO
Hadithi hii inasimuliwa na Sebu,Msimulizi akiwa mkewe pamoja na
rakiye Kazu aliyekuwa na mkewe pia,walikuwa kwenye Hoteli
Rombeko. Maraki hawa walikuwa na mazoea ya kukutana kila
mara walipopata wakati,kwa lengo la kubadilisha mazingira
Kutokana na mazungumzo yao,ni bayana kuwa maraki hawa ni
watani.Utani wao unawajumuisha wote wanne bila kuudhika huku
wakijihusisha jamii zao.
82.
Siku hiyo walizungumzia kuhusu uchawi.Vicheko vyao vilidhihirisha
uhusiano mwema,hali hii inaonyesha mlahaka uliokuwepo baina
wane hao.
Mazungumzo yalibadilika pale msimulizi alirejelea maisha yake ya
awali ambapo alikuwa na kumbukizi ya raki yake wa utotoni kwa
jina Bogoa.Msimulizi anasema kuwa yeye Bogoa waliyafanya
mengi ya utotoni lakini walitengana baada ya kuhitimu miaka 19
mwaka wa1966.
Kazu anazungumzia kuhusu Bogoa aliyetoka sehemu za
mate.Anaelezea kuwa Bogoa alijifuza usonari na alikuwa
akikifahamu kitinya kama lugha Yake mwenyewe.Inasadifu kuwa
Bogoa wanaye mzungumzia ni yuyo huyo mmoja.
Hofu ya Sebu ilikuwa uwezekano wa Bogoa kukubali mwaliko kwa
sababu anavyotueleza msimulizi ni kuwa aliipuuza nchi yake na
hata kuwasahau wazazi wake.
Miradi yao ilikuwa wakutane club Pogopogo,kwa watu wa kupata
cha chini.Bogoa alimtambulisha mkewe Sakina kwa raki yake
Sebu naye akamtambulisha Bogoa kwa mkewe Tunu.
Bogoa anaturejesha katika maisha yake kwa uc hungu
mwingi.Ilikuwa ni hadithi ambayo hakuwa amemsimulia yeyote
hata mkewe.Anayakumbuka maisha aliyoyapitia kwa mlezi
wake.Alinyimwa hata uhuru wa kucheza na badala yake akafanya
ngumu.
Wazazi wa Bogoa wanaonyesha hali ya kutoajibika majukumu yao
kama wazazi.Hawakuwa na wakati na mtoto wao hata baada ya
kumuachia mle hawakufaidia maisha yake .Bogoa anabaki kuwa
na kisasi kuwa na kisasi na wakazi wake.
DHAMIRA
Mwandishi anawakashifu wazazi ambao hawayatekelezi
majukumu yao ya uzazi.Wengi wa wazazi wanawaachia walezi
majukumu yote bila kujali hisia za watoto wao.
83.
Bogoa utotoni anayapitia maisha magumu na hakuwa na
wakumwelezea madhila aliyoyapitiaila ila tu aliangalia ndani kwa
ndani.Hali hii inapalilia kisasi dhidi ya wazazi wake.
MAUDHUI.
1. Ulezi
Jukumu la kila mzazi ni kumlea mtoto kwa njia ifaayo na
kuyatekeleza mahitaji ya huyo mtoto.Jambo la msingi ni
kumwelimisha na kumpatia mashauri.
Wazazi wa Bogoa waliyakwepa majukumu yao na kumtwika
mlezi ambaye alimdhulumu mwanao.Malezi hayo yanamfanya
Bogoa kulipiza kisasi dhidi ya wazazi wake hata wanapoaga
dunia hakuhudhuria mazishi yao..
2. Ukatili
Sinai alimtendea ukatili Bogoa kwa kumnyima fursa ya kucheza na
wenzake.Fauka ya hayo alimpiga pindi tu alipochelewa
kurudi.Babake Bogoa aliutenda unyama kwa kumpeleka
mwanawe kwa mlezi bila kufuatilia maisha yake yalivyokuwa
kwa mfadhili wake.
3. Elimu
Elimu ni mwanga kwa kila mja.Njia moja ya kuelimika ni kwa
kupelekwa shule.Hata hivyo kuna elimu inayopitishwa na
wanamrika(peer);mfano:Sebu alimfunza Bogoa kusoma mpaka
akaweza kusoma hadithi nzima.Kulikuwa na mtazamo hasi
kuhusu watoto wa kimaskini ambao ilisemekana kuwa hawastahili
kusoma shuleni.Mtoto ambaye hakwenda shule alidhaniwa kuwa
mtoro.
4. Umaskini
Sababu kuu ya umaskini kulingana na mwandishi ni idadi kubwa ya
watoto.Wazazi wa Bogoa walikuwa na watoto takribani kumi na
sababu ya kumpeleka Bogoa kwa mlezi ilikuwa ni kutowamudu.
Ishara ya umaskini inadhihirishwa na vazi alilovalia msimulizi
a n a s e m a . ” K i l i k u wa n i k i v a z i p e k e e c h a m t u n g i n i
kwangu”.Hawakuwa na fedha hata za kununulia viatu.Vile vile
hakuwa na pesa za kulipia nauli ndiyo maana walitembea kutwa
hadi jijini.
84.
1. Uraki
Uraki wa maraki haya ni wa dhati.Maraki hawa walikuwa
wanakutana si mara moja kwani anasema kuwa …….`tulipenda
kuja seka kubadilisha mazingira na kuonana na maraki
z e t u . ” … ( U K 1 0 4 ) . K w a k u w a w a l i k u w a m a r a  k i
wakubwa,waliwahusisha wake zao.Ni kutokana na mojawapo wa
mikutano yao. Kazu anapomtaja Bogoa. Kutajiwa Bogoa kunaleta
kumbukumbu katika mawazo ya Sebu.Anamkumbuka raki yake
wa utotoni.Kutokana na mjadala ule ndipo wanapokutana tena.
Maudhui mengine:
1. Ukandamizaji wa watoto
2. Uchawi
3. Bidii
4. Uwajibikaji
5. Uhuru wa watoto
6. Nafasi ya wazazi katika malezi.
WAHUSIKA.
a) SEBU
Huyu ndiye msimulizi, jina lake halisi tunalitambua kutoka kwa
wahusika wengi kama Kazu na Mkewe.
a) Mtani
Sebu pamoja na rakiye wanataniana kwa kiwango kikubwa bila
kuudhika .Ni watani wa muda mrefu kwa sababu wanataniana
kuhusu jamii zao.
b) Ana mlahaka mzuri
Kutokana na mazungumzo yao tunaelewa kuwa uhusiano wao ni
mzuri.Anatueleza kuwa huwa wanakutana pindi wanapopata
upenyo .Hali hii ndiyo iliyomfanya kuwa na uhusiano mwema.
c) Mwaminifu
Bogoa alimwaamini tangu wakiwa watoto.
85.
a) BOGOA.
Raki wa utotoni wa msimulizi.
Sifa:
Msiri;
Hakumwelezea Sebu shida alizokuwa akizipitia kwa mlezi
wake.Hakuwaelezea wazazi wake madhila aliyokuwa
akiyapitia.Wanafunzi wenzake hawakujua asili yake kwa maana
hakuwaelezea walibaki tu kukisia.(UK 116)
Mvumilivu;
Aliyavumilia mateso kutoka kwa mlezi wake.Katika umri wake
mdogo alifanyishwa kazi nyingi zilizopita umri huo.Kama
anavyoeleza ni kuwa angechelewa,alitafutwa na kupigwa vibaya
sana..(UK 116).
Mwenye Bidii;
Licha ya kupitia madhila hayo,Bogoa alikuwa mwenye
bidii.Alijifunza kazi ya usonara na kuajiriwa.
Ameajibika;
Aliwajibikia jamii yake na ndoa yake ilikuwa imesimama imara,
zaidi ya hayo ni kuwa watoto wake walikuwa wamekomaa.
Mwenye Kisasi;
Alikasirika kiasi cha kutorudi kwao tena,Hata mazishi ya wazazi
wake hakuhudhuria.Alikuwa na kisasi na wazazi wake.
MATUMIZI YA LUGHA
a) Tashbihi
Tamathali ya usemi ambayo msanii huvilinganisha vitu viwili au
zaidi kwa kutumia maneno ya kulinganisha kama vile:Mithili
ya,sawa na,ja,na mfano wa:
· Kubadilika mara moja kama uso wa mtoto mchanga(UK
109)
· Kumtoka kama maji yanavyotiririka bombani.
86.
a) Uhuishi
Uhuishi/Tashihisi/Uhaishaji ni tamathali ya usemi ambayo msanii
huvipatia vitu visivyokuwa na uhai sifa walizonazo binadamu na
kutenda kana kwamba vina uhai.
a) Vicheko vilivyovuma na kuparamia kuta.(UK 107).Vicheko
vinapatiwa sifa ya binadamu ya kuparamia kuta.
b) Kuikimbiza furaha na kuileta huzuni(UK 109)
c) Ukweli wenye makali yanayochinja bila huruma (UK 117)
b) Nidaa
Ni msemo unaoonyesha kushangazwa na jambo Fulani na
huambatana na alama ya mshangao.
a) …….na kuwatema watu hao huko magharibi!(UK 105)
b) ……mimi ni binadamu mwenzako!(UK 105)
c) …..hatukupata hata fununu ya kuwepo kwake(UK 110)
c) Maswali ya balagha
Haya ni maswali yanayoulizwa na msimulizi au mhusika na
hayahitaji majibu ya moja kwa moja.
a) …..huoni kwamba unaniumiza?(UK 105)
b) …..uchawi si sayansi?(UK 106)
c) ……kabadilika vipi? (UK 111)
d) Semi
Haya ni mafungu ya maneno ambayo yanapotumika,hutoa maana
nyingine badala ya ile ya maneno yaliyotumika.Hutumika ili
kuipamba lugha .Kuna:
NAHAU
Huu ni usemi unaotumia maneno ya kawaida kwa lengo la
k u l e t a m a a n a i l i y o t o f a u t i n a m a n e n o h a y o
yaliyotumiwa.Tofauti na msemo huwa na vitenzi.
a) Napiga funda (UK 106)
b) Kupiga funda (UK 114)
87.
MISEMO
Hizi ni semi fupi fupi zinazotumiwa mara kwa mara kwa
lengo la kuleta maana maalum.Mfano;
Pua na mdomo(UK 108)
11.MWALIMU MSTAAFU
Dumu Kayanda ni mwandishi chipukizi mwenye uwezo wa kubuni
hadithi ilio na upeo usiokadirika. Amekuwa mwalimu wa somo la
Fasihi kwa muda katika shule mbalimbali.
Mwalimu Mesi ndiye mhusika mkuu katika hadithi hili. Anwani hii
inafaa kwa sababu hadithi inaelezea kuhusu maisha ya Mwalimu
Mesi Kabla na baada ya kustaafu.
Kutokana na kuwajibika kama mwalimu,Mwalimu Mesi alipewa sifa
chungu nzima. Aliweza ‘kuwanyanga’ wanafunzi wake mpaka
hatimaye wakawa watu wa kutajika. Wengine wakawa
mawaziri,wabunge,marubani,wahandisi,madaktari na wengine
wahasibu.
Siku ya sherehe ya kumuaga shuleni,wazazi wa wanafunzi wa
zamani na wampya walihudhuria na kumletea zawadi za aina
tofauti tofauti. Hotuba zilizotolewa zilisheheni sifa isipokuwa
hotuba ya Jairo iliyokuwa ya kumlaumu tu Mwalimu Mesi.Jairo
alikuwa zuzu hata darasani , anamlaumu mwalimua eti
alimpotezea muda wake na ndio kwa sababu yeye ni maskini.
Mwalimu anampa Jairo zawadi zote lakini Jairo hana shukrani.
Anakiona hicho kitendo cha kupewa zawadi kama kuaibishwa na
Mwalimu. Jairo anawaleta mke na watoto wake kwa mwalimu
kama zawadi. Mke wa Jairo alipewa nyumba kwenye kichumba
cha mwalimu na akakaa na watoto wake.
Jairo hakuwapitia kwa Mwalimu Mesi kuwaona jamaa yake hadi
siku alipokiwa na tetesi kuwa mwalimu amemwoa bintiye. Kumbe
ilisadifu kuwa mwalimu na kile kisichana walipoandamana kwenda
kununua kitabu mjini, mwalimu akawa mgonjwa na Yule msichana
akapelekwa shule ya bweni. Ilikua ni sababu tosha ya wenye
umbeya kueneza uvumi kwa mwalimu na bintiye Jairo.
Hawakuonekana na ni kwa sababu wameanza kuandika kurasa
mpya za maisha yao pamoja.
88.
Anwani.
Anwani hii MWALIMU MKUU inafaa kwa sababu hadithi mzima
inazungumza kuhusu maisha ya Mwalimu mstaafu Mesi .
Dhamira
1.Mwandishi alikusudia kuonyesha umuhimu wa kuwajibika kazini
kama alivyowajibika Mwalimu na mazao ya kazi yake
yanaonekana.
2.Mwandishi pia anadhamiria kuonyesha tofauti ya watu wa elimu
maishani. Kuna tofauti ya watu waliosoma na wale ambao ni zuzu
kama Jairo.
WAHUSIKA
Mwalimu Mesi
1.Amewajibika
Kutokana na kule kuwajibika, anapewa sifa chungu nzima .
Wanafunzi wanaishia kuwa madaktari,, mawaziri, marubani n.k.
Wengi wanahudhuria sherehe yake ya kumuaga na kumletea
zawadi nyingi kama ishara ya shukrani.
2.Karimu
Anampa Jairo zawadi Zote alizoletewa katika sherehe ya
kumuaga.
Anakubali mke na watoto wa Jairo waishi kwake.
Kisichana cha Jairo kilipofukuzwa shuleni kwa kukosa kitabu,
waliandamana hadi mjini kukinunulia kitabu.
3. Mwenye utu/ubinadamu
Anaamini watu wote ni sawa, hakuna mtu nusu mtu. Anasisitiza watu
ambao hawakuja kwa magari mazito pia wapewe nafasi ya kutoa
hotuba walivyopewa wengine wa tabaka la juu. Jairo anapotoa
hotuba yake, alimlaumu tu Mwalimu lakini hilo halikumkera
Mwalimu.Anampa Jairo zawadi zote , anaamini jairo alizihitaji
zaidi.
89.
4.Mwenye sifa tele
Uk 120…Wanafunzi wake wote hao hawamsahau kwa nasaha
zake, kwa insafu yake, kwa huruma yake, kwa hekima yake,kwa
ustaarabu wake,kwa uadilifu wake ,kwa uwajibikaji wake, kwa
nemsi yake,kwa ucheshi wake.
Hotuba zao zilijaa sifa tele.
JAIRO
Alikua mwanafunzi wa Mwalimu msaafu ambaye mambo
hayakumwendea vizuri.
1.Mwenye Kulaumu
Jairo alikuwa mmoja wa wanafunzi wa Mwalimu Mstaafu. Yeye ni
tofauti na wengine wengi, aliishia kuwa mtu ovyo . Hali yake ya
umaskini inamfanya amlaumu Mwalimu eti alipotezea wakati kwa
kumueka darasani na kumpa tumaini za uongo.
2.Zuzu
Hata baada ya kuwa shuleni kwa miaka yote ile hakuweza kuunga
moja na moja. Pia alipata sufuri masomoni.
3.Mcheshi
i)Haelewi kwa nini Mwalimu alimshauri asilewe ilhali anaamini
tembo inampa raha ya kuishii. Alisema kuwa alipolewa hata
akitembea bila viatu na kujikwaa au kudungwa na miiba, hakuhisi
kitu.
ii)Hakuelewa pia kwa nini kuepukana na ulevi, kusubiri hadi ndoa
ndipo ‘kuchana ngazi.’
iii)Anapeleka mkewe na wanawe kwa Mwalimu na kumpa kama
zawadi.
MKE WA MWALIMU
1.Mwenye utu
Anakubali mke wa Jairo na wanawe waishi kwao. Anamtunza kama
bintiye. Anamwambia , “Hapa paite nyumbani. Upaone hapa
kwenu kama si nyumbani pako. Ukae upumzike. Ukae uone raha ya
kuishi.”
90.
2.Mwenye bidii/Anauhusiano mzuri na watu
Wanaandamana na mke Wa Jairo kwenda kondeni kupanda
mbegu, kupalilia, kumwagia mazao kondeni mbolea. Pia walienda
k u t e k a m a j i n a k u t a f t a k u n i . Wa l i c h u m a k u n d e n a
mchacha,mabenda kondeni wakiziambua na kuzikata mboga hizo
pamoja pale uani.
MKE WA JAIRO
1.Mvumilivu
Mwandishi anaeleza maisha ambayo mkewe Jairo ameyapitia.
“Katika maisha yake na Jairo, ameonja ladha zote za dhiki, thakili,
bughudha na kero. Hakuna mwanamke anayejua kumezamate
machungu kama Mke wa Jairo.”
2.Mtiifu
Anapopelekwa kwa Mwalimu kama zawadi, Mwalimua
anamshauri arudi kwake lakini anakataa. Anasema “sharti ni mtii
mume wangu. Mume ni mume hata akiwa gumegume.” Mwalimu
aliposisitiza, mke wa Jairo alimweleza kuwa hawezi kwenda
kinyume na amri ya Jairo mume wake.
3.Mwenye bidii
Waliandamana na mke wa Mwalimu kondeni kupanda, kupalilia,
kuteka maji vijitoni na kutafta kunikuni.
WANAFUNZI NA WAZAZI
1.Ni wenye shukrani
Wanaka katika sherehe ya kumuaga Mwalimu kwa wingi wakiwa
na zawadi chungu nzima.
2.Karimu
Wanamletea Mwalimu zawadi chungu nzima.Wanaendesha
magari makubwa na ni waadilifu kwa sababu walifuata ushauri wa
walimu wao. Wale ambao hawakupata elimu wameishia kuwa
maskini , walevi ambao hawana mbele wala nyuma. Pia hawana
maadili mema.
91.
3.Uzuzu/Ujinga
Hata baada ya kuhudhuria shule ya msingi, Jairo hawezi kuunga
moja na moja. Haoni umuhimu wa elimu. Anamlaumu Mwalimu Mesi
eti alimpotezea muda wake bure shuleni kwa kumwambia kila
uchao kwamba ataimarika na hakuwahi imarika. Anamlaumu
Mwalimu kwa kumshauri asinywe tembo ilhali anaamini hiyo tembo
ndio humpa raha ya kuishi. Anaamini kinyume cha nasaha za
Mwalimu ndio utamu na uhondo wa maisha. Uzuzu unamfanya
awapeleke mke na watoto wake kwa Mwalimu kama zawadi.
Anaona soni kupokea zawadi kutoka kwa Mwalimu. Haelewi
mbona akapewa zile zawadi ilhali alizihitaji zaidi.
MAUDHUI
Kuwajibika
Hii inadhihirika zaidi siku ya sherehe za kumuaga Mwalimu Mesi
pale shuleni.
Waliohudhuria sherehe hii walikua wengi mno. Mwandishi asema
“walika kwenye kiambo cha shule kama mashabiki wa mchuano
wa soka wa kuwania kombe la dunia kutokana na kazi nzuri ya
Mwalimu, wanafunzi wake waliishia kuwa madaktari, wabunge n.k.
Hotuba zilizotolewa zilisheheni sifa kwa Mwalimi Mesi.
Elimu
Mwandishi anatuonyesha umuhimu wa Elimu.watu waliomakinika
k a t i k a e l i m u h a t i m a y e w a l i k u w a ‘ w a t u ‘ , w a k a w a
mawaziri,wabunge, marubunu n.k. Wakawa pia wanaendesha
magari ya nguvu. Elimu unawafanya watu kuwa watu wa maana
,watu bora kwa hadafu. Lakini wale ambao hawakumakinika,
hutumia yao duni, maisha ya umaskini. Pia wana mitazamo hasi
kuhusu maisha.
Utabaka
Utabaka unasababishwa na kupata au kukosa elimu. Waliosoma
na kufaulu katika elimu, wanaishi kama ‘watu’. Wanapata kazi
nzuri, zinzwapa mshahara.
92.
Ukarimu
ukarimu unajitokeza wakati Mwalimu Mesi anampa Jairo zawadi
zake zote, anasema “mimi nimeamua kwa hiari yangu kukupa
wewe zawadi hizi.”
Mwalimu na mkewe (Bi Sera) ni karimu,wanawakaribisha mke na
watoto wa Jairo kwao.
MBINU ZA LUGHA
Kuorodhesha
Mwandishi anatumia mbinu ya kuorodhesha mfano;
Uk 120: Wanafunzi waje wote hao wanafunzi wake hawamsahau
kwa nasaha zake,kwa insafu yake, kwa huruma zake ,kwa hekima
zake, kwa ustaarabu wake, kwa uadilifu wake…
Uk 121:Wanafunzi wake waliokuwa bado wanasoma kwenye shule
hiyo waliimba tele, nyimmbo za jamii mvbalimbali, wakacheza
zeze,mariamba, lelemama, mdundiko, violoni.
Uk 122:…sikwambii haya madude makubwa waliokuja kututisha
nayo akina Bariki,Festo, Mshamba ,Nangeto na hali kadhalika.
Tabaini
Uk 124:Si matoroli,si vijiko vikubwa vya kuzola mchanga,si
makubadhi ,si meza na samani aina aina, si fedha
Uk 124:Si matoroli,si vijiko vikubwa vya kuzolea mchanga,si
makubadhi,si meza na samani aina aina,si fedha.
Takriri/Uradidi
Uk 126:Wanafunzi wako wote hao wanafunzi wake.
Uk 128:Jairo aliambiwa , akaambiwa na kuambiwa na wajuao.
Tashbihi
Uk 120:…mvi zimemkaa kwa haiba kama theluji kwenye mlima
Kilimanjaro.
Uk 121:…walifurika kwenye kiambo cha shule kama mashabiki
wa mchuano.
93.
Uk 122:Kichwa chake chenye upana killing’aa utosini kama sufuria
kwenye duka la Buniani.
Uk 125:…wakapokeza hotuba hio kama huizi kutoka kizazi kimoja
hadi kingine.
Uk 129:…kimenawiri kama ua linalotimbuka kudamu.
Uk 129:Aliona madodo yamesimama kifuani kama kanzi mbili za
mwanamasumbwi.
Uk 129:…kiuno kimechukua umbo mduara kama cha nyigu.
Tashhisi
Uk 120:Alijaaliwa mvi nyeupe zilizojianika kwenye kichwa chake
kidogo.
Methali
Uk 121: Anayo maneno ya kuweza kumtoa nyoka pangoni.
Uk 123: : Kuwashia pofu taa si kuharibu mafuta.
Uk 128:Alikuwa ametuma jongoo na mti wake.
Jazanda
Matumizi ya maneno yenye maana che.
Uk 121:…wenzao hao waliokuwa wamekua watu.
Uk 121:…lakini nadhani ni jambo la busara kutotia mchanga
kitumbua.
Uk 129:Walitafuta kitabu cha maisha na kuanza kuandika kurasa
mpya za maisha yao pamoja.
Uk 124:…kusubiri hadi ndio ndipo kuchuna ngozi.
Kinaya
Kinyume cha matarajio
Uk 123: Ni kinaya kwa Jairo hakuona sifa nzuri ya Mwalimu Mesi.
Yeye anamuona kama kikwazo kikubwa kwake. Kama yeye Jairo
anaishi maisha duni kwa sababu ya Mwalimu Mesi.
Uk 126:Ni kinaya Mwalimu Mesi kumpongeza Jairo kwa hotuba
yake kumhusu ambayo ilijaa kumlaumu Mwalimu kisha Mwalimu
Mesi anamueleza akifa mwanzo azungumze siku ya mazishi yake.
Uk 126:Ni kinaya Jairo anapopeleka mke wake na watoto kwa
Mwalimu Mesi kama zawadi.
Uk 127:Ni kinaya kwa mkewe Mwalimu Mesi (Bi Sera)kumkaribisha
mke na watoto wa Jairo kwao “Mwachie akae huyu binti na watoto
wake, tutawatunza.”
94.
Msemo
Uk 121:Wanafunzi wake wa zamani waliopewa kisogo na dunia
Uk 126:Hakuna mwanamke anayejua kumeza mate machungu.
Mdokezo/Kauli isiyokamilika
uk 120:kisa na maana ni huyo Mwalimu Mesi.
uk 123:kwamba kuwashia pofu taa si kuharibu mafuta.
UK 125:…umefanya makosa makubwa sana.
Uk 125:…hamna mwendawazimu wala mahaka kati yetu.
Uk 126: “Badala ya ngojera nyingi za huyo anayemwita si siri au
siri sijui.
Sadfa(matukio mawili yanayotokea kwa pamoja).
Inasadifu kuwa baada ya Mwalimu kuondoka na kile kisichana
kununua kitabu hakuonekana tena. Watu wakakiri eti Mwalimu
alikua amekioa kile kisichana. Kumbe wakati huu Mwalimu alikua
akiugua na alikua ndani(nyumbani) wakati wote huo na ndio
sababu hakuonekana.
Maswali
1.Onyesha umihimu wa wahusika wafuatao katika hadithi ya
Mwalimu Mtaafu.
i)Mwalimu Mesi
ii)Jairo
iii)Mkewe Jairo
iv)Wanakijiji
(al 20)
2.Fafanua maudhui yoyote manne katika hadithi hii. (al 20)
Ukarimu
Mwalimu Mstaafu ni mkarimu. Hii inadhihirika anapopokea zawadi
kutoka kwa wazazi na wanafunzi na kumpa Jairo zote.
Pia Mwalimu na mke wake ni wakarimu kwa mke wa Jairo na watoto
wake. Waliwapa nyumba akae na watoto wake. Waliwachukua
kama binti yao. Bintiye Jairo alipofukuzwa shuleni kwa kukosa
kitabu, Mwalimu Mstaafu alimnunulia.
95.
Utabaka
Utabaka umesababishwa na kupata au kukosa elimu. Waliopata
elimu walipata kazi nzuri kama za uwaziri ,ubunge, udaktari, urubani
n.k. kazi zilizo na mshahara mzuri. Wakawa wanaishi maisha mazuri
na kuendesha magari ya nguvu. Wale nao ambao walikosa elimu,
waliishi kuwa maskini na walevi.
Kuwajibika
Hii inadhihirika zaidi siku ya sherehe za kumuaga Mwalimu Mesi.
Kutokana na kuwajibika kwake kama Mwalimu,wanafunzi wake
wa n a f a u l u m a i s h a n i . Wa n a p a t a k a z i n z u r i k a m a z a
udaktari,ubunge,uwaziri n.k. Hii ndio sababu walikuja kwa wingi
kumshukuru Mwalimu Mesi. Hotuba zao pia zilijaa sifa tele.
Bidii
1.Mwalimu anajibidiisha katika kuwafunza na kuwashauri wanafunzi
wake.
2.Wanafunzi walifanya bidii na kufaulu mitihani yao.
3.Mkewe Mwalimu na mkewe Jairo wana bidii pale kondeni wanapo
panda mbegu,wanapalilia,wanateka maji.
12.MTIHANI WA MAISHA
Eunice Kumaliro ni mzaliwa wa Kenya. Mshauri na mtaalam wa elimu
aliyeandika vitabu kadhaa.
Muhtasari
Je,Samueli alikuwa amepita mtihani wake wa Elimu? Kuanguka
mtihani wa elimu ni kuanguka pia mtihani wa maisha?
Samueli ambaye ni mhusika mkuu katika hadithi anaenda shuleni
kuchukua matokeo yake ya mtihani. Akiwa pale foleni nafanya moyo
wake kwa kuwa alikuwa na uhakika kuwa alikuwa amepita mtihani
wake vizuri.
Kule ndani ya osi , Mwalimu Mkuu ameketi pale na anapuuza
kuwepo kwake osini humo. Hatimaye anamtupia Samueli stakabadhi
ya matokeo yake.
Samueli anapotambua alivyokuwa amefeli mtihani wake,
anamdanganya babake kuwa hakupata matokeo yake kwa dai ya
kutokamilisha kulipa karo ya shule.
Samueli haoni haja ya kuishi tena. Anakata kauli kujitosa majini afe.
Hakuwa tayari kupata aibu kutokana na matokeo yake mabaya.
96.
Mamake Samueli ana matumaini kuwa kuanguka mtihani wa elimu
si kuanguka mtihani wa maisha. Anamshika Samueli mkono na
wanaelekea nyumbani.
Anwani
Anwani ya hadithi hii, MTIHANI WA MAISHA inaoana na yale
yaliyomo. Kupitia kwa mamake Samueli, mwandishi anaonyesha
kuwa kuna maisha hata baada kuanguka mtihani wa elimu.
Kuanguka mtihani wa elimu sio kuanguka mtihani wa maisha.
Dhamira
Mwandishi alikusudia kuonyesha;
1.Kuanguka mtihani wa elimu sio mwisho wa maisha. Bado kuna
matumaini.
2.Umuhimu wa kumakinika katika masomo kwani athari za
kuanguka mtihani ni hasi.
MAUDHUI
Ukatili
Samueli analinganisha babake na hayawani ambaye anaweza
kumrarua mtu na kumla mzimamzima. Samueli alipofeli mtihani
wake, anavunjika moyo na kuona maana ya kuishi. Anakata kauli
ya kujiangamiza kwa kujitosa majini. Babake hata baada ya
kumuona mwanawe katika hali ya kuvunjika moyo, hakumhurumia,
badala yake anaamrisha watu wamuache ajitose majini afe. Pia
anampa kamba atumie kujitia kitanzi.
Ucheshi
Samueli ni mcheshi. Anachekesha anaposema udongo uliowaumba
babake na mamake ni tofauti na ndio sababu mama angeweza
kuelewa kidogo atakapojua amefeli mtihani lakini baba hawezi.
Anapomwangalia Mwalimu Mkuu, anamwona ni kama aliyezidiwa
na maumivu au anayepaswa kufanyiwa oparesheni ya ubongo na
anayehitaji maombi.
Anapoamka kuchukua hatua ya kujiangamiza ,anatazama juu
kumpasha Muumba wake ujumbe kuwa alikuwa njiani akielekea
mbinguni. “Naja huko juu mbinguni mapena kidogo Baba.
Nitengee nafasi. Nimeruka foleni…”
97.
Nafasi ya Mwanamke
Mwanamke anapuuzwa katika jamii hii. Inathibitishwa na mtazamo
wa baba kupitia elimu. Ingawa baba aliyaonea fahari mafanikio
ya binti zake, aliwaona kama wanawake tu. Fahari yake ya dhati
ilikuwa katika kumwona mwanawe wa kiume akifua dafu. Samueli
haamini vipi angeweza kushindwa katika mtihani na dada zake
ilhali ni wanawake.
Mwanamke kupitia kwa mhusika mama amechorwa kama aliye na
utu na matumaini. Anamshika Samueli mkono na kumwambia
waende nyumbani na kumweleza maneno ya kumpa tumaini. Pia
anapenda amani na ni mshauri mwema. Anamshauri mumewe
aende shuleni wasuluhishe sintofahamu kuhusu karo.
Kufa moyo/kuvunjika moyo
Samueli alipoanguka mtihani hakuona haja ya kuendelea kuishi na
anaamua kujitosa majini afe. Anasema, “Acha nijiondokee duniani
niwaachie wafanisi wafanikiwe.” Katika ujumbe wake na Muumba
anasema itabidi aende mbinguni kwa sababu stahamala
zimekwisha.
Elimu
Elimu ni muhimu maishani. Wasichana katika jamii hii wanafanya
vizuri kuliko wavulana. Wavulana wanamchezo shuleni (Mahoka)
unaochangia kuanguka kwao. Hakuna anayepewa matokeo yake
ya mtihani kabla ya kumaliza kulipa karo. Athari za kuanguka
mtihani ni kama vile aibu na hata kujiangamiza.
WAHUSIKA
SAMUELI
Ndiye mhusika mkuu
Mcheshi
1.Anaposema, “labda Mwalimu mkuu kazidiwa na maumivu. Labda
anapaswa kufanyiwa operesheni ya ubongo ama anahitaji
maombi hasa atakuwa na akili razini tena.”
2.Samueli anasema kuwa mamake na babake wameumbwa kwa
aina tofauti kabisa ya udongo.
3.Anamuarifu Muumba kuwa yumo njiani akienda mbinguni basi
atengewe nafasi kwani ameamua kuruka foleni.
98.
Mwenye Matapo
Anaposema yeye hana moyo wa bua. Kile asomacho ndicho kijacho
kwenye mtihani. Anaelewa kuwa yeye si mwerevu sana laikini
anajua kupanga mikakati na pia anaamini ana bahati ya mtende
anaamini kuwa amepita mtihani wake vyema na kuwa motokeo
yake yangemshtua Mwalimu mkuu ambaye hakuwa na imani naye.
Mwongo
(uk 137) Samueli anamdanganya babake kuwa hakupata matokeo
yake kwa sababu hakuwa amemaliza kulipa karo.
Mwoga
Uk 133: Anaogopa anapoingia katika osi ya Mwalimu mkuu.
Woga unajitokeza kutokana na anavyozungumza/anasitasita.
“Mwa…limu nimekuja kuchu…chukua matokeo…” “samaha…ni.
Waa…zazi wangu.” Samuel anatetemeka anapomwona babake
pale kwenye bwawa(uk 132)
Mwenye machoka
(uk 134)ni kutokana na tabia hiyo pale shuleni ndipo akapewa jina
‘Rasta’
Kufa moyo/kuvunjika moyo
Kuanguka mtihani kwa Samwueli si jambo alilokuwa akitarajia.
Alikuwa ana uhakika kuwa amepita mtihani wake.Jambo hili
ameliona kama la kumletea aibu mbele ya wazazi wake,
alivyopendekeza Samueli.
Anakata kauli kujitosa majini afe. Hakuna maana ya kuuendelea
kuishi. Anasema “Acha nijiondokee duniani niwaachie wafanisi
wafanikiwe anamwambia Mungu kuwa amekosa stahamala.”
MAMAKE SAMUELI
Mwenye utu
Mamake Samuel anaka kwenye bwawa la maji alipokuwa
amejitosa Samuel, anamshika Samuel mkono na kumwomba
waende nyumbani. Anamwambia Samuel maneno ya kumpa moyo,
“huwezi kushindwa na mtihani wa shule na vilevile kushindwa na
mtihani mwisho.
99.
Mwenye Matumaini
Hata kana kwamba Samuel ameanguka mtihani wa shule, mamake
Samuel anaamini kuwa kuna matumaini hata baada ya kuanguka
mtihani huo. Anaamini Samuel hajaanguka mtihani wa mwisho.
Anaamini pia kuwa Mungu hamkoseshi mja wake yote. (UK 139)
Mwenye Kuelewa Mambo
Samuel anasema kuwa kweli amemusaliti mamake kwa kuanguka
mtihani lakini mamake tofauti na babake, ataelewa.
Mpenda Amani
Samuel anapomdanganya babake kuwa hakupata matokeo ya
mtihani wake ati kwasababu hajamaliza kulipa karo, anakereka.
Mamake Samuel anaingilia kwa upole na kumshauri mume wake
amuone Mwalimu mkuu ili wasuluishe suitofahamu hiyo.
BABA SAMUEL
Katili
Samueli anamlinganisha babake na hayawani ambaye anaweza
kumrarua mtu na kumla mzimamzima.
Baada ya Samueli kuanguka mtihani alikuwa na kipindi kigumu na
anaamua kujiangamiza. Babake hakuwa na huruma naye hajali
kama atajitosa maji afe. Anasema “mnamzuia kwa nini? Mwachie
ajitose majini kama anataka. Ana faida gani huyo? Sikuzaa
mwana nilitoa tu maradhi tumboni.” Uk 139 Anampa Samueli
kamba aitumie kujiangamiza.
Mwenye moyo mgumu
Babake Samueli ana moyo usiojua kusamehe. Anaamrisha watu
wamuache ajitose majini afe. Anampa Samueli kamba ajitie
kitanzi ikiwa anaogopa kujitosa majini. Samueli anasema kuwa
mamake ataelewa atakapojua kuwa Samueli amefeli mtihani.
Lakini babake aliyeumbwa na udongo tofauti hawezi.
Amewajibika
Aliweza kulipa karo yote ya shule.
100.
MWALIMU MKUU
Mwenye madharau
Samueli alipoingia katika osi yake,anachukuwa muda mrefu sana
kuinua uso wake kumuangalia Samueli. Baada ya kuzichambua zile
stakabadhi za matokeo, anatoa moja na kumtupia Samueli.
Anamtupia kwa mtu anavyomtupia mbwa mfupa.
Amemakinika kazini
Hakuamini Samueli alipomwelezea kuwa amekamilisha kulipa
karo, alitumia “daftari la karo” kuhakikisha. Anasema mali bila ya
daftari hupotea bila ya habari. Ndio maana ameweka daftari la
kuweka kumbukumbu ya wanaodaiwa karo na waliolipa karo.
MBINU ZA UANDISHI
Tashbihi
Uk 131:waliokuwepo waliotoka wamenywea kama kuku walionoa
maji ya mvua.
Uk 132:akitoka ndani atakuwa akitembea kama fahali.
Uk 131:amamtupia kama mbwa anavyomtupia mbwa mfupa.
Uk 137:anamuona baba akilini kama hayawani.
Uk 135:imekwenda kama chendacho kwa mganga kisichokuwa na
marejeo.
Tashhisi/uhaishaji/uhuishi(personication)
Hii ni mbinu ya kupatia kitu kisicho hai sifa za kiumbe mwenye
uhai(sifa za kibinadamu).
Uk 134:Nzi wa kijani ya samawati waliokula wakashiba.
Linampokea kwa vilio nao mnuko kwa kughasi unampokea kwa
vigemo.
Uk 135: Safu sa ya D na E ilimkodolea macho bila kupesapesa.
Uk 137:Ilimuradi mawazo yana mwadhibu sasa.
Uk 138:Alitupia jicho safu ya maji akaona yanasumbuka na
kuhangaika.
101.
Msemo
Uk 132:Uso wake wenye makunyanzi ulipiga mapeto.
Uk 133:Anakitazama kidole cha Mwalimu mkuu kupiga masafa.
Uk 135:Juhudi zake zimegonga ukuta.
Uk 137:Nina kuambulia patupu.
Uk 139:…huhu kila mtu akipigwa na kibuhuti.
Kichanganya ndimi
Kutumia zaidi ya lugha moja tofauti.
Uk 132:come on
:yes
Utohozi
Kuswahilisha maneno/kutamka maneno yasiyo ya Kiswahili kama
ya Kiswahili.
Uk 133: Bodi,operesheni.
Maswali balagha
Maswali yaliyoulizwa bila ya kutarajia majibu.
Uk 131: Mtu angesemaje ati? Wanafunzi na wakati huo huo
wanasononeka?
Uk 133: Nazo fedha ulitoa wapi mtoto pale ulipo.
Uk 135: Karo yote niliolipa iwe bure? Pesa aliyolipa baba tusome
imekwenda bure?
Uk 136: Ali umefeli mtihani ? sasa nitafanya nini?
Methali
uk 132:Mdharau biu hubiuka.
uk 132:Usione wembamba wa reli kwani gari moshi hupita juu
yake.
uk 135:Imekwenda kama kiendacho kwa mganga kisichokua na
marejeo.
uk 139: Mambo ni kuganga huenda yakaja.
102.
Uzungumzi nafsia
Mhusika hujizungumzia ama kwa kuongea au kuwaza bila
kukusudia kusikika na yeyote.
Uk 132:mimi tangu hapo najijua bwana. Sina moyo wa bua. Mtihani
haunibabaishi sana.
Uk 132:hajawai kuniamini huyo hambe. Lakini mimi mwenyewe
najiamini. Lazima mtu ajiamini… au sio?
Uk 135: Hivyo ndivyo kusema lolote wala chochote . kwamba mimi
si lolote wala chochote. Kwamba mimi si chochote wala lolote
katika medani ya masomo?
Mdokezo/usemi usiokamilika
Uk 132:tena angaa sikukutana na paka mweusi njiani siku zote za
mtihani…
Uk 133:…chukua matokeo…
Uk 135:si mjinga mimi. Najua vitu vingi tu…
Uk 136: Mama ataelewa lakini baba…
Sadfa
Matukio mawili au zaidi yanayotokea kwa pamoja bila ya
kupangwa.
Uk 135:Ilisadifu kuwa siku na wakati ambapo Samueli alitaka
kujitosa majini ili afe, siku hiyo ilikua tofauti kwani wachunga
wapitia hapo wakiwapeleka mifugo malishoni hawakuwepo. Ikawa
rahisi kuweko kujitosa majini.
Uk 138: Inasadifu pia kuwa baada ya Samueli kujitosa majini na
kupiga mikupuo kadhaa ya maji, mwanamume mmoja akawa
ameachwa na basin na akaamua kutumia njia karibu ya kamwokoa
Samueli.
Taharuki
1.Kuna wanafunzi waliotoka osini mwa Mwalimu mkuu wakiwa na
furaha na huku machozi yanawatoka. Msomaji anabaki hata hamu
ya kujua ikiwa walikuwa wamepita mtihani au la.
2.Msomaji pia angetaka kujua ikiwa Nina alimuacha Samueli
kutokana na vituko vyake au la.
3.Msomaji anabaki na hamu ya kutaka kujua maisha ya Samueli
yaliendelea vipi. Je alifaulu maishani. Baba alibadilika na
kumsamehe .
4.Kuanguka mtihani wa elimu na kuanguka mtihani wa maisha?
103.
Maswali
1.Andika sifa za wahusika hawa kama zinavyojitokeza katika
hadithi ya mtihani wa maisha.
i)Samueli
ii)Babake Samueli
iii)Mamake Samueli
iv)Mwalimu Mkuu
Jadili nafasi ya mwanamke katika hadithi ya Mtihani wa Maisha.
Mwanamke amepuuzwa katika jamii. Hii inadhibitishwa na
mtazamo wa baba kupitia elimu. Ingawa baba aliyaonea fahari
mafanikio ya binti zake,aliwaona kama wanawake tu. Fahari yake
ya dhati ilikua katika kumwona mwanawe wa kiume akifua dafu.
Samueli hakuamini vipi angeweza kushindwa katika mtihani na
dada zake ilhali ni wanawake.
Mwanamke ni mpenda amani na mshauri mwema. Anamshauri
mumewe aende shuleni wasuluhishe sintofahamu kuhusu karo
Pia ni mwenye utu.Anamshika Samueli mkono na kumwambia
waende nyumbani. Anamwambia maneno ya kumpa tumaini.
13. MKUBWA
Na Ali Mwalimu Rashid
UFAAFU WA ANWANI MKUBWA
Neno mkubwa linatokana na kivumishi ‘–kubwa’ ambalo lina maana
ya kuzidi kwa umbo au kimo; -siyo ndogo. Pia neno hili lina maana ‘-
enye kwisha kukua’ au ‘kuwa juu’.
Anwani ‘Mkubwa’ inaaki kazi hii kwani yafuatayo ni mambo yaliyo
wazi zaidi;
F Msimulizi anatueleza kuhusu mhusika mkuu kazini aliyeitwa
Mkubwa. Alikuwa anajihusisha na biashara ya kuuza pweza wa
kukaanga. Hii ndiyo biashara iliyompa kipato na faraja.
F Mkubwa alipoingia uongozini alikuwa na madaraka makubwa.
Alikuwa na uwezo uliozidi. Viongozi walipapata pasipoti za
kidiplomasia ziliwawezesha kutosachiwa bandarini wala
kwenye uwanja wa ndege.
104.
F Uovu wa Mkubwa ulikuwa umezidi. Aliweza kumwingiza raki
yake Mkumbukwa kwenye biashara ya kuuza dawa za kulevya.
Mkumbukwa aliponaswa na kutiwa ndani kwa kupatikana na
mkoba uliojaa dawa hizo alijuta mno. Majuto yake yalikuwa
makubwa.
F Ushawishi wa Mkubwa ulikuwa umezidi. Aliweza kumtoa
Mkumbukwa ndani baada ya siku tatu. Pia alipewa mzigo wake
ukiwa katika hali ile ile.
F Baada ya Mkumbukwa kutolewa ndani , aliichukia sana
biashara ya kuuza dawa. Aliapa na Mola kuwa hatofanya tena
biashara hiyo tena.
F Mkubwa alipojilaza kwenye kochi na usingizi kumchukua anaota
kuwa vijana wameongezeka mjini wanaosinzia ,wengine hali
yao imedhooka sana na wizi umewazidi mitaani.
F Mshituko wa Mkubwa ulizidi alipoona kuwa watoto wake wa
kiume walikuwa miongoni mwa vijana waliokuwa wameandikwa
kwenye nyuso zao ‘mla unga’ jambo liliomfanya chizi.
DHAMIRA YA MWANDISHI
Mwandishi amelenga kupiga vita biashara haramu ya uuzaji wa
dawa za kulevya au “kuuza unga”. Kupitia kwa Mhusika Mkubwa
tunagundua kuwa viongozi ndio walanguzi wakuu wa dawa hizi.
Viongozi wawa hawa huwatafuta vijana ambao huzipeleka dawa
hizo kwa wateja. Wanaoumia zaidi ni vijana ambao wanaponaswa
hutiwa ndani huku walanguzi halisi wakiufurahia uhuru wao nje.
WAHUSIKA
1. Mkubwa – alikuwa muuzaji wa pweza wa kukaanga kabla
ya kuingia kwenye uongozi alikoingilia biashara haramu ya
kuuza dawa za kulevya. Ana sifa zifuatazo:
a) Mwenye bidii- alikuwa akishughulisha na kazi ya kuuza
pweza wa kukaanga na baadaye akauza kipande cha ardhi
ili kuingia uongozini.
b) Mwenye utani- anamtania utingo kuwa huwa haogi jambo
lililomfanya utingo kukimia kwa kuchekwa na abiria.
c) Ni mtambuzi- aliweza kuelewa maana ya unga japo
hakuwahi tu kuona vituko vyake.
105.
a) Mwenye utu- alimpigapiga kijana mbwia unga aliyekuwa
ameinama kama kwamba anarukuu na kumuuliza iwapo
anaumwa.
b) Mwenye tamaa ya mali- alipotanabahi namna viongozi
wanavyotajirika kwa kuuza unga , maneno ‘unga na utajiri’
yalimkaa moyoni kiasi chake kukosa usingizi usiku huo.
c) Ni maskini- alikuwa akifanya biashara ya kuuza pweza
iliyokuwa na kipato kidogo . vilevile kabla ya kupata uongozi,
alikuwa na suruali na shati kipande papa
d) Ni sadi- baada ya kutia na kutoa, aliamua kufanya
biashara haramu ya kuuza dawa za kulevya biashara
ambayo huonekana kama ya kishetani. Vile vile alitoa kiasi
kikubwa cha pesa ili kuwashawishi wapiga kura kumpendelea
na ndipo akaupta ushindi.
e) Mwenye msimamo dhabiti- baada ya kuyatia moyoni
maneno aliyopewa na kijana yule kuhusu utajiri na unga
aliamua kutafuta kwa udi na uvumba na ndipo akamwendea
rakiye kwa jina Mkumbukwa.
f) Ni msiri- mwanzoni hakumweleza Mkumbukwa sababu yake
kuutafuta uongozi.
g) Mwenye wasiwasi- aliogopa kuwa huenda kisomo chake
kingemzuia kupata uongozi.
2. MKUMBUKWA – ni rakiye Mkubwa aliyejitwika jukumu la
kuwarai watu ili wampigie Mkubwa kura.
a) Raki wa dhati- Mkumbwa alimwendea kwa mawaidha
baada ya kuamua kuugombea uongozi na ndipo
Mkumbukwa akamshauri Mkubwa augombee.
b) Mkakamavu – alimweleza Mkubwa bila kupepesa macho
wala kugugumizi kuwa pesa na ukaragosi wa chama ndiyo
mambo muhimu pale Mchafukoge yatayomwezesha
kuupata uongozi.
106.
c) Mwenye kutimiza ahadi- alimwambia Mkubwa kuwa
akitafuta milioni kumi kisha ampe yeye ataupata uongozi na
kuapa kuwa iwapo ataukosa amuue.
d) Ni mwenye bidii- baada ya Mkubwa kujaza fomu; alianza
kazi ya kuingia /kupita nyumba baada ya nyumba kumtafutia
kura mkubwa.
e) Mwenye busara- alifahamu ka kuwa ili kufanya kazi vyema
ni lazima angemtafuta Bi Kibwebwe (Sada) na kumhusisha
katika harakati za kumtafutia Mkubwa kura.
a) Mwenye majuto- aliponaswa na askari wa kitengo cha
kupambana na dawa za kulevya alijuta kimoyomoyo.
b) Mwenye kulalamika- alipotiwa ndani alikuwa
akilalamika kupuuzwa kwa haki za mahabusu.
Zoezi
1. Fafanua sifa za wahusika hawa.
a) Sada
b) Vijana wabwia unga
c) Askari
1) ATHARI ZA DAWA ZA KULEVYA
F Vijana wanaolangua dawa za kulevya(unga) huishi kwa
woga huishi kwa mfano yule kijana baada ya kumrushia
Mkubwa maneno aliogopa wenyewe wasije wakamwona.
F Vijana wabwia unga(wanaotumia dawa hizi) hugeuka
karakana za matusi. Km yule kijana mbwia unga alimuuliza
Mkubwa kijeuri “kwani tunakula kwa babako? Vile vile kijana
aliyekuwa kichochoroni alimwita Mkubwa juha.
MAUDHUI
Maudhui ni mengi yaliyomo katika kazi. Haya ni masuala
yanayoangaziwa na mwandishi wa kazi husika.
Mwandishi ameangazia maudhui yafuatayo;
107.
F Vijana wanaozitumia dawa hizi hugeuka na kuwa mazuzukm
kijana mwingine aliyekuwa kichochoroni alikuwa
akitokwa na denda mdomoni huku amefumba macho.
F Vijana wabwia unga huota ndoto za kiajabu – kwa mfano
kijana aliyekuwa kichochoroni alimkasirikia Mkubwa kwa
kuwa aliikatiza ndoto yake na kumkatizia stimu. Analalamika
kuwa Mkubwa aliiangusha ndege yake (katika ndoto)
alipomshtua.
F Viongozi wanaojihusisha katika biashara hii haramu hugeuka
matajiri na hatimaye kuliumiza taifa kama anavyorai kijana
aliyeandamana na Mkubwa.
F Wabwia unga husinzia mchana. Hukauka midomo. Hujidunga
mili yao ikawa kama jahazi la mtefu. Zaidi ya mno vijana
hawa hujitoboa mishipa ya damu ikashabihiana na chungio.
F Vijana wanaojihusisha na biashara hii haramu huishia kwenye
seli. Wanafungwa miaka mingi huku wakuu wao
wakiyafurahia maisha yao nje.
1) UFISADI
Usadi ni uovu ambao umejitokeza katika hadithi kama
ifuatavyo;
F Pindi tu viongozi wanapopata pasipoti ya kidiplomasia wao
hujiingiza katika biashara haramu za kuuza dawa za
kulevya. Mkubwa aliweza kupita vizuizi vyote akiwa
ameubeba mkoba wenye dawa hizo na hakusachiwa.
F Mkubwa alipungiana mkono na wale askari ndani ya gari ;
pungiano hili lilikuwa na maana yake. Baadaye Mkubwa
alifanya mikakati na kumtoa Mkumbukwa ndani alikokuwa
amefungiwa. Bila shaka aliwahonga askari wamweke
Mkumbukwa huru.
F Vijana wanaopewa kazi ya kuviuza vidonge vile
wanapokamatwa hutiwa magerezani na kuwaacha viongozi
walanguzi wakiendeleza shughuli zao.
(mwanafunzi aongezee hoja ili kuonyesha namna usadi
unavyojitokeza)
108.
1) UONGOZI MBAYA
Uongozi wa Mkubwa ulikuwa uingozi mbaya kwani;
FAlishiriki usadi- alitumia ushawishi wake kisiasa kumtoa
Mkumbukwa ndani na kuuokoa mzigo wake(dawa za
kulevya)
FAlikuwa akiuza dawa za kulevya- sababu kuu ya Mkubwa
kujiingiza mamlakani ilikuwa ni utajiri na unga(dawa za
kulevya). Alimwingiza Mkumbukwa kinaki kwenye
biashara hii.
FViongozi hawasachiwi kwenye viwanja vya ndege na hivyo
basi kuwarahishia mipango ya kubeba dawa za kulevya.
Idara yauchunguzi imefeli.
FIdara ya magereza haijukumiki kuwaweka ndani vigogo
wanaolangua dawa hizi. Wao huwaweka ndani vidagaa.
(mwanafunzi aongezee hoja)
2) DHULUMA
Vijana mahabusu walio magerezani wanadhulumiwa kama
ifuatavyo:
F Wanalazwa chini kama magunia ya viazi mbatata.
F Wakiwa mle ndani kwenye vyumba vya mahabusu
wananyimwa chakula,hawakogi,hawafui nguo zao,
F Vijana hawa huhukumiwa kabla na kufungwa pasi
kupewa nafasi ya kujitetea
F Vijana hawa huteswa sana kwani hata chakula
wanachokileta jamaa zao huliwa na walinzi wa
magereza.
F Viongozi huwauzia dawa vijana ambao huathirika si
haba. (tazama athari za dawa za kulevya)
ZOEZI
· Jadili maudhui yafuatayo kama yanavyojitokeza katika
hadithi ya Mkubwa.
a) Ajira na kazi
b) Tamaa
109.
FANI
Katika Fani tutashughulikia mbinu za uandishi pamoja na tamathali
za usemi.
1. Ndoto:
Mkubwa aliota alipojilaza kwenye kochi lake. Katika ndoto hii
mambo yafuatayo yalijitokeza;
F Vijana wanaotumia dawa wameathirika mno kwani
walikuwa wakisinzia tu.
F Baadhi ya vijana(wake kwa waume) wamekondeana
kana kwamba wanaugua ukimwi au kifua kikuu.
F Vijana hao walikuwa wac hafu na walikuwa
wakivitenda vitendo vichafu vya kihayawani.
F Watu wengi aliowaona hawakuwa na raha kwani wizi
ulikuwa umewazidi.
F Nyumba zote zilikuwa zimechanwa nyavu.
F Vijana aliowaona wote walikuwa wameandikwa
kwenye vipande vya nyuso zao “mla unga”
F Mkubwa aliwaona watoto wake wa kiume miongoni
mwa vijana hao.
2. Tashbihi
Tashbihi zimetumiwa kwa mapana na mwandishi wa hadithi hii.
Mifano michache ya tashbihi ni kama
F Yule kijana alipita kama umweso…
F Majumba makubwa yamefumuka kamau yoga…
F … akipeleka pumzi juu kama mtu aliyepanda…
F …yalimkaa kama ngoma ya kimanga…
F Yalitembea kichwani kama damu itembeavyo mwilini…
F …alilidaka begi la Mkumbukwa kama mwewe anavyodaka
kuku…
F Alipita kama umeme…
F Mkubwa alikuwa amesimama kama mlingoti wa bendera…
F Lilikwama kooni kama mtu aliyekuwa anakula vigae…
110.
3. Mbalagha
Maswali ambayo hayahitaji majibu moja kwa moja yametumiwa
mara moja moja na mwandishi kama ifuatavyo;
F Kwani ulikuwa mwavuli?
F Wapi?
. Onomatopea /tanakali
Mbinu hii imetumika kazini kama ifuatavyo.
FPopooooooo! Popooooooo! – kuashiria jinsi gari lilivyopiga
honi.
5. Utohozi
Mbinu ya kuyaswahilisha maneno ya lugha ya kigeni ili yatamkike
na kuandikika kama yale ya Kiswahili.
FPasipoti – kutokana na ‘passport’
FKidiplomasia- kutokana na ‘diplomacy’
FHusachiwi- kutokana na ‘search’
FProfesa- kutokana na ‘professor’
FBegi- kutokana na ‘bag’
FKiboksi- kutokana na ‘box’
FPresha- kutokana na ‘pressure’
6. Kuchanganya ndimi
Kuna mara kadha ambapo mwandishi amevichopeka vifungu vya
lugha ya Kiingereza katika muktadha wa mazungumzo. Kwa
mfano;
F Form four
F Birthday
F Brother
F Sober house
7. Kinaya
Kinaya ni kinyume na matarajio. Mbinu hii imejitokeza kama
ifuatavyo;
F Ni kinaya kuwa , ili kuwa kiongozi katika eneo la
Mchafukoge huhitaji kuwa umesoma kwani cha muhimu ni
pesa na kuwa mzalendo kwa chama chako(ukikatwa, damu
yako inakuwa rangi ya chama)
111.
F Ni kinaya kuwawanafunzi wa Profesa walimpa kura
Mkubwa ambaye hakuwa na masomo.
F Ni kinaya kuwa walanguzi halisi wa dawa za kulevya
huachwa huru( kama vile Mkubwa)na wanaofungwa ni vijana
wanaowafanyia walanguzi hao kazi.
(mwanafunzi aongeze hoja)
8. Takriri
Pia hujulikana ka uradidi. Lengo la kutumia mbinu hii huwa ni
kusisitiza ujumbe.
Mifano ya takriri ni kama ifuatayo;
F Halimezeki, halimezeki…uk 151
F Hapo hapo!…154
F Kifo,kifo,kifo…uk 150
F Unga!unga!…uk 142
9. Istiara
Tofauti na tashbihi, istiara huwa haitumii maneno ya ulinganisho
kama ‘kama’. Mbinu hii imetumika kama ifuatavyo.
F Magereza kuna vitawi vitupu- vijana wanofungwa
wameitwa vitawi
F …wao ni matela tu- vijana wanaowafanyia kazi vigogo
kama akina Mkumbukwa wanaitwa matela.
F …vichwa vya treni huachiwa…- viongozi (vichwa vya treni)
huachwa nje wakiendelea na biashara zao haramu.
(mwanafunzi aongezee hoja)
Zoezi
F Onyesha namna mbinu hizi zimejitokeza.
a) Nidaa
b) Chuku
112.
Maswali ya kudurusu.
1. “ Usiteketeze umati kama kuni zinavyoteketeza moto. Rudi,rudi
kwa Mola wako.”
a) Eleza muktadha wa dondoo hili.
b) Fafanua sifa za msemewa.
c) Tambua tamathali ya usemi iliyotumika hapo juu.
d) Ni kwa nini msemewa anatakikana kurudi kwa Mola wake?
Majibu
a) Msemaji wa maneno hay ni Mkumbukwa. Anamweleza Mkubwa.
Walikuwa kwake Mkubwa.
b) Msemewa ni Mkubwa. Ana sifa hizi.
I. Mwenye bidii- alikuwa akishughulisha na kazi ya kuuza pweza
wa kukaanga na baadaye akauza kipande cha ardhi ili kuingia
uongozini.
ii. Mwenye utani- anamtania utingo kuwa huwa haogi jambo
lililomfanya utingo kukimia kwa kuchekwa na abiria.
iii. Ni mtambuzi- aliweza kuelewa maana ya unga japo hakuwahi
tu kuona vituko vyake.
iv. Mwenye utu- alimpigapiga kijana mbwia unga aliyekuwa
ameinama kama kwamba anarukuu na kumuuliza iwapo
anaumwa.
v. Mwenye tama ya mali- alipotanabahi namna viongozi
wanavyotajirika kwa kuuza unga , maneno ‘unga na utajiri’
yalimkaa moyoni kiasi chake kukosa usingizi usiku huo.
I. Ni maskini- alikuwa akifanya biashara ya kuuza pweza
iliyokuwa na kipato kidogo . vilevile kabla ya kupata uongozi,
alikuwa na suruali na shati kipande papa
113.
ii. Ni sadi- baada ya kutia na kutoa, aliamua kufanya biashara
haramu ya kuuza dawa za kulevya biashara ambayo
huonekana kama ya kishetani. Vile vile alitoa kiasi kikubwa cha
pesa ili kuwashawishi wapiga kura kumpendelea na ndipo
akaupata ushindi.
iii. Mwenye msimamo dhabiti- baada ya kuyatia moyoni maneno
aliyopewa na kijana Yule kuhusu utajiri na unga aliamua
kutafuta kwa udi na uvumba na ndipo akamwendea rakiye
kwa jina Mkumbukwa.
iv. Ni msiri- mwanzoni hakumweleza Mkumbukwa sababu yake
kuutafuta uongozi.
v. Mwenye wasiwasi- aliogopa kuwa huenda kisomo chake
kingemzuia kupata uongozi
c) Tashbihi- Usiteketeze umati kama kuni zinavyoteketeza moto.
d) Amevitenda vitendo vingi viovu kama vile ;
F kuuza dawa za kulevya.
F Kutoa hongo ili apate uongozi.
F Kumtapeli raki yake Mkumbukwa na kumuingiza katika
uuzaji wa dawa za kulevya. Kutumia pasipoti ya
kidiplomasia vibaya. nk
114.

Form Two Best English Notes for High School

Form Two Best English Notes for High School

FORM TWO ENGLISH NOTES

LISTENING AND SPEAKING FOR FORM TWO

PRONUNCIATION

STRESS

Not all syllables in a word are given equal emphasis. By the same token, not all words in a sentence are said with equal length.

The relative emphasis that may be given to certain syllables in a word, or certain words in a sentence is what we refer to as stress.

You say a syllable or a word is stressed when it is said louder or longer than the rest.

Stress is studied in two levels:

  • Word level; and
  • Sentence level.

Stress at the Word Level

A part of a certain word when said louder or longer then it is stressed.

Rules of Word Stress

  1. For two-syllable nouns and adjectives, stress the first, for example

Cloudy  carton    table

  1. For verbs with two syllables and prepositions, emphasize the second syllable, for example
  2. Words with three syllables.
  • Those ending in –er, -ly, emphasis put on the first syllable, for example,
  • Stress the first, for those ending in consonants and in –y, for example,
  • Stress the last syllable if the word ends in –ee, -ese, -eer, -ique, -ette, for example,
  • Look at the ones with the suffixes below, where stress is placed on the second,

-ary: library

Cial: judicial, commercial

-cian: musician, clinician

-tal : capital, recital

Stress is important in studying the heteronyms. A pair, or group of words is referred to as heteronym when those words are spelled the same way but have different pronunciation and meaning. We have two main categories of heteronyms:

  • Noun- verb pairs; and
  • Verb -and-adjective pairs.

We stress the first syllable if noun and the second if verb.

Examples of noun-and-verb pairs are included in the table below:

Noun Verb Noun Verb
Abuse   Graduate  
Record   Cement  
Convert   Wind  
Abuse   Sin  
Contest   Produce  
Duplicate   Excuse  
Polish   Insult  
Rebel   Permit  

 

In sentences;

  • Many factories produce the produce we import.
  • Allan became a convert after deciding to convert to christianity.

Sentence Stress

Sentence stress is accent on certain words within a sentence.

Most sentences have two basic word types:

  • Content words which are the key words carrying the sense or meaning- message.

 

  • Structure words which just make the sentence grammatically correct. They give the sentence its structure.

 

Look at the sentence below:

Buy milk feeling tired.

Though the sentence is incomplete, you will probably understand the message in it. The four words are the content words. Verbs, nouns, adjectives, are content words.

You can add words to the sentence to have something like:

Will you buy me milk since I am feeling tired?

The words: will, you, me, since, I, are just meant to make the sentence correct grammatically. They can also be stressed to bring the intended meaning.

Now let’s study the sentence below:

Joan doesn’t think Akinyi stole my green skirt.

Each word in the sentence can be stressed to bring the meaning as illustrated in the table.

Sentence Meaning
Joan doesn’t think Akinyi stole my green skirt. She doesn’t think that, but someone else does.
Joan doesn’t think Akinyi stole my green skirt. It is not true that Joan thinks that.
Joan doesn’t thinkAkinyi stole my green skirt. Joan doesn’t think that, she knows that.
Joan doesn’t think Akinyi stole my green skirt. Not Akinyi, but someone else. Probably Njuguna or Adhiambo.
Joan doesn’t think Akinyistole my green skirt. Joan thinks Akinyi did something to the green skirt, may be washed it.
Joan doesn’t think Akinyi stole my green skirt. Joan thinks Akinyi stole someone else’s green skirt, but not mine.
Joan doesn’t think Akinyi stole my green skirt. She thinks Akinyi stole my red skirt which is also missing.
Joan doesn’t think Akinyi stole my green skirt. Joan thinks Akinyi stole my green shirt. She mispronounced the word.

 

Exercise 1

 

  1. The words that follow can be nouns or verbs dependingon the stressed syllable. Use each as both the verb and noun in a single sentence.

 

  • Cement
  • Address
  • Permit
  • Content
  1. Underline the part of the word in boldface you will stress in each of the following sentences.
  • The boy has been asked to sert the de.sert.
  • My handsome cortwilles.cort me to the dance.
  • After updating my sume, I will re.sume my job search.
  • They have to testin the annual Math con.test.
  • If you vict me, I will remain a con.vict for 5 years.

Exercise 2

Each word in the sentences below can be stressed to bring the meaning. What will be the meaning when each word is stressed?

  • I love your sister’s handwriting.
  • You came late today.

 

 

INTONATION

  • It is the rise and fall of voice in speaking.
  • Intonation is crucial for communication.
  • In English there are basically two kinds of intonation: rising and
  • We can use arrows to show the intanotion – whether rising or falling. ↘ represents falling intonation while ↗ represents the rising one.

Falling Intonation

  • Falling intonation is when we lower our voice at the end of a sentence.
  • This usually happens in:
  • Statements, for example,
  • I like↘
  • It is nice working with ↘
  • She travelled to↘
  • W/H Questions
  • What is your ↘name?
  • Where do you ↘live?
  • How old are↘ you?
  • Who is this young↘ man?
  • Commands
  • Get out ↘
  • Give me the ↘
  • Close your ↘
  • Exclamatory sentences e.g.
  • What a wonderful ↘present!
  • How ↘nice of you

 

Rising intonation

  • When we lower our voice.
  • Used in:
  • General Questionsg.

Do you visit them↗ often?

Have you seen ↗her?

Are you ready to ↗start?

Could you give me a↗ pen, please?

  • Alternative questionsg.

Do you want ↗coffee or ↘tea?

Does he speak↗ Kiswahili or ↘English?

  • Before tag questionsg.

This is a beautiful ↘place, ↗isn’t it?

She knows↘ him,↗ doesn’t she?

  • Enumeratingg.

↗One, ↗two,↗ three, ↗four,↘ five.

She bought ↗bread, ↗cheese, ↗oranges, and ↘apples.

Exercise

Using an arrow, determine whether rising or falling intonation is used in the sentences.

  • This music sounds good.
  • I love watching horror movies.
  • My sister’s name is Amina.
  • Blue is my favourite colour.
  • Is that tv good?
  • Do you like that movie?
  • Are you hungry?
  • Get me my shoes.
  • Study your lessons now.
  • Are you insane?
  • How many more hours before you are done with your work?
  • Which novel is the best for you?
  • He is a little bit nervous, isn’t he?
  • You should listen to your parents’ advice.
  • Did you finish your homework?
  • Water is good for the body.
  • This is good!
  • What a crazy show.

 

 

 

 

 

 

 

 

 

PUNS/WORD PLAY

  • A pun is a form of word play that suggests several meanings, by either exploiting the multiple meanings of a word, or substituting a word for another similar sounding word, the result of which is humorous.
  • A pun is also known as paronomasia.
  • There are two main types of puns:
  • Homophonic puns

This is where a word is substituted for another similar sounding word or word pronounced almost in the same way . For example,

Fishermen are reel men.

Explanation: There is a twist on the word ‘reel’ which is originally supposed to be spelt ‘real’.

Can you now explain the pun in the following homophonic puns?

  1. What do sea monsters eat for lunch? Fish and ships.
  2. I am on a seafood diet. Every time I see food, I eat it.
  3. Did you about the Italian chef with terminal illness? He past away.
  4. Beauty is in the eye of the beer holder.
  5. What tea do hockey players drink? Penalttea
  6. What do ghosts serve for dessert? I scream.
  7. What did the tree sya to the autumn? Leaf me alone.
  8. What did the boy cat say to the girl cat on valentine’s day? You’re purr-fect for me.
  9. What day does an Easter egg hate the most? Fry-days.
  10. Why did the scientist install a knocker on his door? He wanted to win the No-bell prize!

 

  • Homographic puns

Homographic pun is formed by using a word that has multiple meanings. You might not tell what exactly what the speaker means.

For example;

Rose is the flower of my life.

Explanation: The word ‘Rose’ is a female name. it could be the person the speaker loves.

It  is also a type of flower.

The other examples are;

  1. My math teacher called me average. How mean!
  2. What do prisoners use to call each other? Cell phones.
  3. No matter how much you push the envelope, it’ll remain stationery.
  4. Have you ever tried to eat a clock? It’s very time consuming.
  5. A waist is a terrible thing to mind.
  6. I am reading a book about anti-gravity. It’s impossible to put down.
  7. What part of football ground is never the same? The changing room.
  8. I want to tell you a chemistry joke but I know I will not get a reaction.
  9. Why did the bee get married? Because he found his honey.
  10. Did you hear about the guy who got hit in the head with a can of soda? He was lucky it was a soft drink.

Features of Puns

Puns are characterized by;

  1. They are short.
  2. They are humorous.

Functions of Puns

They serve functions such as:

  • Teaching pronunciation. For example, homophones.
  • Enhancing creativity. One has to think in order to form their puns.
  • When said one wonders what the speaker intends, the audience will laugh.

Exercise

Explain the pun in:

  • I used to be a banker but I lost interest.
  • A bicycle can’t stand on its own because it is two-tired.
  • I don’t trust these stairs because they are always up to something.
  • Santa’s helpers are known as subordinate clauses.
  • The man who drank battery acid got charged.

 

 

 

 

 

 

 

TONGUE TWISTERS

  • A phrase or a sentence which is hard to speak fast because of alliteration or a sequence of nearly similar sounds is the tongue twister.
  • It is worth noting that there is usually the use of mnemonic feature (sound devices or sound patterns) in the tongue twisters.
  • Let us read the following tongue twisters fast.
  • She sells sea shells on the sea shore.
  • Any noise annoys an oyster but noisy noise annoys an oyster more.
  • Kindly kittens knitting mittens keep kazooing in the king’s kitchen.

Sound Patterns in Tongue Twisters

  1. Read the tongue twister below fast.

She saw a fish on the seashore and I am sure the fish she saw on the sea shore was a saw-fish.

In the words: she, shore and sure, there is the repetition of the consonant sound /ᶴ/ at the beginning of the words. This is alliteration.

Alliteration is the repetition of the initial consonant sound in the nearby words.

Can you identify any other instance of alliteration in the above tongue twister?

  1. Read this other tongue twister and take note of the highlighted letters.

A skunk sat on a stump and thank the stump stunk, but the stump thank the skunk stunk.

The sound pattern here is consonance.

Consonance is the repetition of the inner consonant sound in the nearby words. An inner sound is that which comes after the first.

There is another instance of consonance. Can you illustrate it?

  1. Repetition
  • In most tongue twisters, there is repetition of words or phrases. In (1) above, the words ‘saw’, ‘fish’, etc. have been repeated.
  • Now pick out the words and phrases repeated in these tongue twisters.
  • If you tell Tom to tell a tongue twister, his tongue will be twisted as tongue twister twists tongues.
  • The sixth sick Sheik’s sixth sheep’s sick.
  1. Assonance

Let’s look at:

How much wood could a wood chopper chop, if a wood chopper could chop wood?

There is repetition of the /u:/ in the words; wood,could. This is assonance.

Assonance is the repetition of vowel sounds in the nearby words.

Features of Tongue Twisters

A tongue twister will have the following features:

  • it is short and brief.
  • It is alliterative.

Functions of Tongue Twisters

  1. They entertain. When one confuses the pronunciation of sounds, the audience will laugh.
  2. They teach pronunciation. We can, for example, learn the pronunciation of the sounds /f/ and /v/, /s/ and /ᶴ/ etc.
  3. Enhance creativity.

Exercise 1

With illustrations, identify the sound patterns in:

  • It’s not the cough that carries you off, it’s the coffin they carry you off in!
  • If two witches were watching two watches, which witch would watch which watch?
  • If a black bug bleeds black blood, what colour of blood does a blue bug bleed?
  • I wish to wash my Irish watch.

Exercise 2

Read the item below and then answer questions after it:

We surely shall see the sun shine soon.

  • Identify the genre.
  • Which two sounds has the item been used to teach?

 

 

 

 

 

 

 

 

 

 

 

RHYME

  • Rhyming words are the words that sound the same at the ends. Examples of rhyming words are:
  • When a poem has rhyming words at the end of its lines, these are called ‘end rhymes’. Look at these two lines:

That keep me locked up tight

All of the things that make me feel not right

The words ‘tight’ and ‘right’ rhyme.

  • By contrast, internal rhyme/ middle rhyme, is a rhyme that occurs either when:
  • Two or more rhyming words occur within the same line;
  • Two or more rhyming words appear in the middle of two separate lines, or sometimes more;
  • A word at the end of a line rhymes with one or more in the middle of the following line.

 

  • Read the poem below and then try to identify the instances of rhyme in it.

Mystic Travel

Mystic travel time

Too endless islands in your mind

 

Tiny lights majestic and free

Open the skies soar me

 

Travel your minds unseen road

To mysterious lands secrets untold

 

The mountains valley lay quiet

As a shower carries away

 

The warmth of an evening breeze

Built from within a day

 

Heat dances shadows on the lakes fiery bay

Constructing temples where gods could play

 

Today is the finest piece

For tranquil emptiness

 

Suggestions of fluent sensations

Congregated illusions of masturbations

 

Sympathize the richness of the truth

Energize the expected thoughts of youth

 

 

Reading the poem aloud, we can point out several rhyming couplets. They include among others:

  • Free and me
  • Away and day
  • Sensations and masturbations
  • Truth and youth

Internal Rhyme in Separate Lines

Here is are two examples of pairs of lines with middle rhymes in separate lines.

I see a red boat that has a red flag

Just like my red coat and my little red pail

 

The words ‘boat’ and ‘coat’ rhyme.

 

I’d like to jump into the ocean

But don’t dump me instead.

 

The rhyming words are ‘jump’ and ‘dump’.

 

Now read the stanza below from the poem ‘The Raven’ and identify all the pairs of rhyming words.

 

Once upon a midnight dreary, while i

Pondered, weak and weary

Over many a quaint and curious volume of

Forgotten  lore.

While I nodded, nearly napping, suddenly

There came a tapping

As if someone gently rapping, rapping at

My chamber door

’’Tis some visitor,’’ I muttered, ’’tapping at

My chamber door;

Only this, and nothing more.’’

Rhyme Scheme

  • This is a way of describing the pattern of the end rhymes in a poem.
  • The points below will help you in reading and notating the rhyme scheme.
  • Each new sound at the end of a line is given a letter.
  • The letters start with ‘a’ , then ‘b’, and so on.
  • If an end sound repeats the end sound of an earlier line, it gets the same letter as that earlier line.
  • Here are four different stanzas, each with a different rhyme scheme, that can help you understand rhyme scheme.
  1. From Voices in My Head, by Ivor Davies

Suddenly a voice appears

I hear it in my mind

Within my head not in my ears

Not of the normal kind

 

The rhyme scheme is: abab

It is regular rhyme scheme as it is easy to predict when the sound will next appear.

  1. From Falling Raindrops’ Prayer for the Broken.

I pray for the crying

For the hurt and the dying

For those burned and screaming

For each helper crying

 

The rhyme scheme is aaaaa

This too is regular.

  1. From the poem by Robert Broadbent.

 

Early or late,

Patient …can’t wait

Lost or your found

The world goes around

 

The rhyme scheme here is aabb. This is a Regular scheme

  1. From Happy Holidays by John Lumber.

Christmas Eve

Oh how supreme!

When Santa comes

Every night!

Then, next day,

I just can’t wait,

When the tree is all alight.

 

The rhyme scheme is abcdedd. This is irregular.

The irregular rhyme scheme occurs when you can’t predict when the end sound will be repeated.

 

Why Rhyme?

  • Rhyme creates rhythm in the poem.
  • It also makes reading or reciting the poem interesting.
  • The poem is also made easy to memorize.

 

 

 

Exercise 1

Describe the rhyme scheme of the poem below by Robert Broadbent.

One Day at a Time

Happy or sad

Good days or bad

Cherry or down

The world goes around

 

Give up or try

Out going or shy

A smile or a frown,

The world goes around

 

Early or late,

Patient …can’t wait,

Lost or your found,

The world goes around

 

Angry, serene

Out spoken, unsent

Tense or unwound,

The world goes around

 

All future days,

Are hidden in haze,

Don’t worry, just learn,

To let the world turn.

 

Exercise 2

The incomplete poem below has the rhyme scheme: aabccbddebfe. Complete it with appropriate words.

Death did not take Paris silently

Rumbled the grave screaming _______________________

No child slept easy that _______________________

Twenty minutes of terror waking

Wee ones from sleep in cold sweats __________________________

Stealing their peaceful birthright.

 

Indelible imprints of ______________________

Ingrained in young psyches forever;

Post traumatic stress syndrome.

They may age, but they will not ____________________

The bloody death that evil begets

Shadows lurk in dreaming’s gloam.

(By Catie Lindsey)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SONGS

  • LULLABIES
  • they are sung by a nanny, sibling, aunty, etc.in order to:
  1. Send the baby to sleep.
  2. Calm the crying baby.
  3. Give promise to the crying baby. The promise can be that one of the parents is coming back.
  • They are normally sung softly so as to lull the baby.
  • If you have to clap, or hum, or whistle to the rhythm, do it softly and slowly.
  • In the case where a child cries, rock the baby as you sing.
  • You can also gently tap the back of the baby.
  • They are normally short.
  • They are also repetitive.
  • Read the song below and then attempt the questions that follow.

Sleep baby sleep

Sleep baby sleep

Your father tends the sheep

Your mother shakes the dreamland tree.

  1. Identify two features of lullabies in the above song.
  2. Give the main reason for singing the above song.
  • How would you do the following as you sing the song:
  1. Clap to the rhythm of the song.
  2. Rock the baby as you sing.
  • CHILDREN SONGS
  • They are sung by children during their playtime.
  • Also referred to as play songs.

Features of Children Songs

  1. Repetition is used. A word, sentence, and even a whole stanza can be repeated.
  2. They are often short.

Functions of Children’s  Songs

  1. They help in developing children’s language skills as they listen to familiar words in the songs.
  2. Help develop children’s listen skills, thus concentrate.
  3. Encourage creativity in children. At times you find children adding words that were not initially mentioned in the original versions of the songs.
  4. Some teaching counting of numbers.
  • Now read the song below. You can practice singing it.

In and out the bamboo forest

In and out the bamboo forest

In and out the bamboo forest

You are my partner.

Beat a beat on my shoulder

Beat a beat on my shoulder

Beat a beat on my shoulder

You are my partner.

  • Teasing Songs
  • Sung to make fun of someone.
  • Religious Songs
  • Sung and performed during religious occasions.
  • Sung mostly at places considered holy grounds.
  • Sung softly and slowly.
  • Love Poetry/Songs
  • They are based on romance.
  • Sung by one to the loved one.
  • They are sung softly and slowly as they should present romantic elements.
  • They are sung to:
  1. Express romance.
  2. Mend the damaged relationship between lovers.

 

  • Cradle Songs/Poetry
  • Performed to mark the birth of a child.
  • In most cases, a child is wished a successful life in future.
  • Mostly performed by women and girls.
  • During this time, a child or child’s mother is presented with gifts.
  • War Poetry
  • Performed by warriors during war.
  • Sung loudly to show bravery.
  • During the singing, weapons are held in the hands of the performers.
  • Hunting Songs
  • Hunters perform hunting songs.
  • Sung on the way to and from hunting trip.
  • Hunting tools carried in the process.
  • Just like war songs, they are sung loudly.
  • They are on the way to hunt to encourage themselves on the possibility of killing fatter and enough animals.
  • Also to pass time on their way.
  • Satirical Songs
  • One’s folly is criticized in this song.
  • They are meant to help the wicked in some areas to change.
  • Epics/Heroic Poetry
  • They are elaborate and talk about the lives of heroes known to the community.
  • The heroic deeds of the heroes are mentioned.
  • Dirges
  • Also referred to as funeral songs or funeral poems.
  • They are sung after learning about the death of someone.
  • Can also be sung during the funeral ceremony.
  • Should also be sung softly to show the sadness that result from losing someone’s beloved one.
  • In some cases, weapons are held during the performance.
  • There is the use of apostrophe. This is style of addressing an object or a death as if it is alive and can respond.
  • While women sing, men chant.
  • Panegyrics
  • In its specialized form panegyric is a type of song and one meant to praise someone.
  • The praise song can be sung by someone else or sung by one for self praises. Sometimes these are self-praises
  • Formalized praises are directed publicly to kings, chiefs, and leaders, composed and recited by members of a king’s official entourage.
  • One can be praised in case of:
  1. personal achievement in war ; or
  2. Achievement in hunting.
  • Look at the panegyric in the next page.

Ogun kills on the right and destroys on the right.
Ogun kills on the left and destroys on the left.
Ogun kills suddenly in the house and suddenly in the field.
Ogun kills the child with the iron with which it plays.

Ogun kills in silence.
Ogun kills the thief and the owner of the stolen goods.
Ogun-kills the owner of the slave—and the slave runs away.
Ogun kills the owner of thirty ’iwofa’ [pawns]—and his money, wealth and children disappear.
Ogun kills the owner of the house and paints the hearth with his blood.
Ogun is the death who pursues a child until it runs into the bush.
Ogun is the needle that pricks at both ends.
Ogun has water but he washes in blood.

 

 

 

 

 

 

 

 

 

 

 

 

 

ETIQUETTE

TELEPHONE ETIQUETTE

Telephone etiquette are the rules that demonstrate the proper and polite way to use your phone/telephone.

It starts from how you prepare for phone calls to when you end the call.

Preparation for Phone Call

The following should be done before placing a call:

  • Ensure you have enough time. It will not auger well to suddenly end the conversation because of insufficient airtime.
  • Go to a place where there is silence. Too much noise will distract your attention.
  • Think through exactly what you want to say. Write it down if possible so you don’t forget what to say or ask and look as though you didn’t have anything to say.

Tips to Display When Making a Call

Whether at work, at home, or on your mobile phone, remember to display the tips below at all times:

  1. Identify yourself at the beginning of the call.
  2. Speak clearly and slowly especially when leaving the message.
  3. Speak with a low tone of voice. Be sure to know how loud you may be.
  4. Always end with a pleasantry, for example,’ Have a nice day.’
  5. Let the caller hang up first.
  6. Stay away from others while talking on the phone. They don’t need to hear your private conversation.

What to Avoid

  1. Avoid being distracted by other activities while speaking. Some of these activities include:
  • Rustling papers
  • Chewing
  • Driving
  • Speaking with someone
  • Shopping
  • Working on the computer
  1. Avoid allowing interruptions to occur during the conversation.
  2. Do not engage in an argument with the caller.
  3. Talking too loudly.

 

 

 

Not at these Places

The following are places you should not make a call. You should even have your cell phone in a silent mode or switch it off altogether.

  • Bathrooms
  • Hospitals
  • Waiting rooms
  • Meetings
  • Museums
  • Places of worship
  • Lectures
  • Live performances
  • Funerals
  • Weddings

Telephone Conversations

Here we shall focus on majorly business telephone conversations. It should be noted that there are patterns that are followed; but not all will follow this rigid pattern. The six patterns include:

  1. The phone is answered by someone who asks if he/she can help.
  2. The caller makes a request either to be connected to someone or for information.
  3. The caller is connected, given information or told that that person is not present at the moment.
  4. The caller is asked to leave a message if the person who is requested for is not in.
  5. The caller leaves a message or asks other questions.
  6. The phone call finishes.

Exercise 1

Read the telephone conversation below and then answer questions that follow.

Pauline: (a form two student, Wajanja School) ring ring… ring ring …

Secretary: Hello, Wajanja School, this is Ms Esther speaking. How may I be of help to you?

Pauline: Yes, this is Pauline Karanja a form two student calling. May I speak to the principal, please?

Secretary: I am afraid MsKaluma is not in the office at the moment. Would you like to leave a message?

Pauline: I would really want, thanks. When she comes back, tell her I wanted to ask for one day permission. My brother is sick and I would like to request her that I report one day after the opening day. It is I who will be left with my siblings as the brother goes to the hospital. That is all.

Secretary: Sorry for that, I wish him quick recovery. I would give her the message as soon.

Pauline:I would be grateful madam. Thanks again.

Pauline:Welcome Pauline. Just ensure you report as stated here.

Secretary: Ok have a nice day madam.

Pauline:You too have a perfect day. Goodbye

  • With examples, outline the patterns of telephone conversation in above.
  • Identify evidences of telephone etiquette tips displayed by Pauline in the conversation above.

Exercise 2

Your sibling is very sick. You are planning to make a doctor a phone call to come to your home to provide medication.

  • State any three preparations you would put in place before making this important call.
  • Give four bad habits you would avoid when making this call.

Exercise 3

Joan has just called the parent to ask them to pay the school fee. Unfortunately, the parent is not happy with the way she has made the call. Identify any four telephone etiquette tips shecould have failed to display.

 

 

 

 

 

 

 

 

 

 

 

 

MASTERY OF CONTENT

INTERVIEWS

Have you ever attended the formal meetings where you are asked questions and are expected to respond to them? More than once you will be invited to attend interviews. You can also invite someone to interview. For this reason, you should some interview tips.

The two participants in an interview are the interviewer (at times a panel of interviewers), and the interviewee.

Tips for the Interviewees

Job Interview Preparations

If you really want to be considered for a particular job following an interview, you have to adequately prepare to succeed. The following are the preparations the interviewee would put in place before the interview:

  • Contact your referees to alert them that you will be interviewed and they are likely to receive a call.
  • Prepare your documents. Make sure they are neat and well arranged.
  • Know the location where you are having the interview. It will help you know how long it will take you to reach there.
  • Do some research about the organization.
  • Prepare what to wear and how to groom.
  • Anticipate potential questions and prepare answers correctly.
  • Arrive early enough for the interview.
  • Prepare questions to ask the interviewer at the end. It will show how much you are interested in working there.

During the Interview;

  • Greet the interviewer.
  • Knock on the door and wait for response before you enter. Shut the door behind you quietly.
  • Wait until you are offered the seat before sitting.
  • Sit or stand upright and look alert throughout.
  • Make good eye contact with the interviewer to show you are honest.
  • Explain your answers whenever possible and avoid answering questions with yes/no as answers.
  • Answer questions honestly. Don’t ever lie!

Common Blunders you MUST Avoid

Avoid falling foul of the following:

  1. Turning up late for the interview.
  2. Dressing and grooming inappropriately.
  3. Giving simple yes/no as answers.
  4. Speaking negatively about your previous employer.
  5. Sitting before invited.
  6. Discussing time-off or money.

As an Interviewer

Before the Interview:

  1. Write down questions to ask.
  2. Call the prospective employee’s referees.
  3. Prepare the place for the interview.
  4. Alert the interviewee about the interview. Mention the time and place.
  5. Arrive early for the interview.

During the Interview:

  1. Allow them enough time to respond to questions.
  2. Encourage them to speak by, for example, nodding your head when they answer questions.
  3. Speak and ask questions politely. Be friendly but formal as much as you can.
  4. Make eye contact with the interviewee to show you are listening to them.

 

Exercise 1

you are the secretary of journalism Club at Maembe Dodo Mixed School. On Friday you would like to interview your school Deputy Principal on the issue of Students’ Discipline.

  • Write down any three questions you would ask him/her.
  • Other than writing down questions to ask, how else would you prepare prepare for this day?
  • State four things you would do as you interview him.

Exercise 2

Read the conversation below and then answer questions after it.

Ms Naomi: Welcome to our Doctor’s office.

Mr. Josh: Nice to be here.

Ms Naomi: I see from your resume that you are a cardiologist with 10 years of practice.

Mr. Josh: That’s right.

Ms Naomi: This interview is just to get to know you a little and then there are follow up interviews. So what do you do in your free time?

Mr. Josh: I like golfing and swimming. I also like to read newspapers.

Ms Naomi:Why did you want to be a doctor?

Mr. Josh:Actually I love helping people get well. I think cardiology has made great strides recently and I would like to share my findings with others.

Ms Naomi:Have you written in any scientific journals so far?

Mr. Josh:Not yet. But hopefully soon.

Ms Naomi:OK, we’d like to learn more about you. Let’s go for lunch wwith our colleagues, if that’s OK.

Mr. Josh:That’s fine, I am free.

 

  • What two things qualify Ms Naomi as a good interviewer?
  • Identify two evidences of interview tips displayed by Mr. Josh.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

READING FOR FORM TWO

 READING SKILLS

SCANNING AND SKIMMING..

Reading

  • There is a lot of reading you will engage in. To cope with it all, you’ll need to develop some reading techniques.
  • Here we’ll talk about scanning, skimming and reading for study.

Scanning

  • When you scan a text, you search for one particular item (or set of items) while ignoring everything else.
  • Suppose, for example, that you’re writing an assignment  on Effects of Drug Abuse, and you’re looking through a copy of Drug Addict’s Story, to see if there are any relevant material. You scan the list of contents to find the part written Drug Abuse , then scan the materials listed there.

Skimming

  • Whereas you scan for specific information, you skim a text to get a general idea of what information it contains.
  • In this case you might pick up the copy of Drug Addict’s Story in a library, skim through the contents, turn to a couple of articles that interest you and skim through the paragraphs to get a sense of what they are saying.
  • You wouldn’t read every word, or even look at every paragraph.
  • You just read enough to find out whether the book/newspaper is worth reading/buying.

 

 

 

 

 

 

 

 

 COMPREHENSION SKILLS

SUMMARY AND NOTE- MAKING.

SUMMARY

  • An excellent summary is a summary written to show that you have read and understood something.
  • You will get assignments that ask you to read a certain material and summarize it.

How to produce a summary:

1.Read the material to be summarized and be sure you understand it.

2.Outline the major points.

3.Write a first draft of the summary without looking at the material.

4.Always use paraphrase when writing a summary.

5.Target your first draft for approximately 1/4 the length of the original.

6.Never put any of your own ideas, opinions, or interpretations into the summary. This means you have to be very careful of your word choice.

  1. Write in prose – not point form.

NOTE MAKING

How to Make Notes

The following tips will come in handy when making notes:

  1. Read the material carefully and thoroughly.
  2. Underline the key sentences as you read. This will help in forming the title.
  3. Make a rough note of the main points in a logical sequence.
  4. Write the final notes.

You should have in mind that a note:

  1. Should be short and to the point.
  2. Contain all the important and relevant information.
  3. Should have information systematically divided and subdivided.
  4. Should have a short title. Avoid long sentences as titles.
  5. Must be written in points only.

 

Notes Template

TITLE …………………….

  • ………………………………………….
  • …………………………………………
  • ………………………………………..
  • ………………………………………..

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GRAMMAR FOR FORM TWO

PARTS OF SPEECH

NOUNS

  • COLLECTIVE NOUNS
  • A collective noun is a word for a group of specific things or people regarded as an entity.
  • Collective nouns are grouped under three categories:
  1. Category of people
  2. Category of animals
  • Category of things
  1. Category of People

The collective used here are:

  • An audience of listeners
  • A babble of barbers
  • A bench of bishops
  • A blush of boys
  • A promise of barmen
  • A board of directors
  • A class of students
  • An army of soldiers
  • A band of musicians
  • A bunch of crooks
  • A cast of actors/players (also a company or cry of)
  • A choir of singers
  • A crew of sailors
  • A crowd of people/ spectators
  • A flock of tourists
  • A gang of labourers
  • A gang of thieves
  • A goring of butchers
  • A group of dancers
  • A pack of thieves
  • A panel of experts
  • A regiment of soldiers
  • A staff of employees
  • A tabernacle of bakers
  • A team of players
  • A thought of barons
  • A tribe of natives
  • A troop of boy scouts
  • A troupe of artists/dancers

 

  1. Category of Animals

Those used for animals include:

  • An army of ants
  • A catch of fish
  • A drove of goats/bullocks
  • A fall of lambs
  • A flight of birds
  • A flock of birds
  • A flock of sheep
  • A haul of fish
  • A herd of buffaloes/cattle/deer/elephants/goats
  • A hive of bees
  • A host of sparrows
  • A kennel of dogs
  • A knot of frogs
  • A litter of cubs
  • A litter of kittens/puppies
  • A murder of crows
  • A pack of wolves
  • A pack of hounds
  • A swarm of bees/flies
  • A team of horses
  • A team of ducks/horses/oxen
  • A tribe of goats
  • A troop of lions/monkeys
  • A zoo of wild animals

 

  1. Category of Things
  • An album of autographs/photographs/stamps
  • An anthology of poems/stories
  • A basket of fruits
  • A bowl of rice
  • A bouquet of flowers
  • A bunch of keys
  • A chest of drawers
  • A cloud of dust
  • A convoy of lorries
  • A fleet of ships/lorries
  • A forest of trees (also; stand, clump, grove of)
  • A galaxy of stars
  • A group of islands
  • A hedge of bushes
  • A library of books
  • A nest of rumours
  • A pack of cards
  • A pack of lies
  • A pair of shoes
  • A range of mountains
  • A rouleau of coins
  • A stack of wood
  • A string of pearls
  • A wad of notes

 

Exercise 1

What name is given to a group of:

 

  1. Writers
  2. Widows
  3. Witches
  4. Tailors
  5. Judges
  6. Grammarians
  7. Shoemakers
  8. Girl guides
  9. Foresters
  10. Prisoners
  11. Preachers
  12. Candidates
  13. Matrons
  14. Magistrates
  15. Lawyers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • COMPOUND NOUNS
  • A compound noun is a noun that is made with two or more words.
  • There are three forms for compound nouns:
  • Open or space – space between words, for example, man servant
  • Hyphenated – hyphen between words, for example, sister-in-law
  • Closed or solid – neither space nor hyphen between words, for example, witchcraft

Compound Nouns Combinations

The following are the compound noun combinations with examples:

Noun + Noun

Football

Eyelid

Adjective + Noun

Greenhouse

Hotdogs

Verb + Noun

Washing machine

Dinning table

Noun + Verb

Haircut

Rainfall

Verb + Preposition

Check-out

Noun + Prepositional Phrase

Master of ceremonies

Sister-in-law

Preposition + Noun

Underdog

Noun + Adjective

Spoonful

Plural Forms of Compound Nouns

  • In general, we make the plural of the compound noun by adding –s to the most significant one. Look at the table
Singular Plural
Head teacher

Passerby

Mother-in-law

Wallpaper

Head teachers

Passersby

Mothers-in-law

Wallpapers

 

  • There are variations with those ending in –ful, like spoonful. You can either say spoonsful (new style), spoonfuls (old style). It is advisable you remain consistent in your choice.
Compound Noun New Style Old Style
Spoonful

Bucketful

Cupful

Truckful

Mouthful

Spoonsful

Bucketsful

Cupsful

Trucksful

Mouthsful

 

Spoonfuls

Bucketfuls

Cupfuls

Truckfuls

Mouthfuls

 

 

  • There are those nouns that have no obvious significant word. They will require you to consult the dictionary to find their plural. For example,
  • Go-betweens
  • Good-for-nothings
  • Grown-ups
  • Higher-ups etc
  • For compound nouns made of noun +noun, the first noun is taken as an adjective, and does not take an –s. examples
  • Apple trees
  • Toothbrushes
  • Bus stops , etc

Exercise

Using compound nouns, shorten the underlined phrases in the sentences below.

  • She is cleaning a room for stores.
  • He bought a new ruler for measuring up to 30 cm.
  • June is the assistant class secretary for form two.
  • We had to stop at the station for the buses.
  • Get me size of cables.
  • They bought it as there was reduction in cost.
  • Students are given two breaks of twenty minutes.
  • These are the plugs with three pins.
  • The mechanic has carried two metal boxes for the tools.
  • Are you the wife of my son?

 

 

 

 

  • POSSESSIVES
  • A noun can be a possessive when it can also have “of a” or ”of the” preceding it. For example,

The watch of a girl – a girl’s watch.

The milk of the cow – the cow’s milk.

Singular Possessives

  • A singular noun is usually made possessive by adding ‘s to the end of the noun. For example,

The man’s wheelbarrow is lost.

  • Most proper nouns are made possessives by adding ‘s to the end of the word, for example,

Khalwale’s shirt is dark.

  • A singular noun that ends in s can be made possessive by either adding ‘s to the end of the word, or by only adding to the end of the word. Example,

Matthews’ job is good.

Matthews’s job is good.

Plural Possessives

  • A plural noun that ends in s can be made possessive by only adding to the end of the word. Example

All the technicians’ fingers were cut.

  • A plural noun that ends in other letters apart from s can be made possessive by adding ‘s  to the word. For example,

The women’s team will play next week.

Possessive Pronouns

  • Most possessive pronouns do not use an apostrophe to indicate possession. Examples
  • That is its tail.
  • His is the new one.
  • Ours has been received.
  • Some possessive pronouns use ‘s, for example,

Grade “A” is everyone’s dream.

This is someone’s wrist watch.

Note: “it’s” is a contraction for “it is” and not a possessive.

 

 

 

 

 

 

 

 

PRONOUNS

  • NUMBER AND PERSON IN PRONOUNS

Pronoun Number

  • A pronoun can be singular or plural.
  • Singular pronouns are:
  • I, me, he, him, his, she, her, it, anyone, this, etc
  • Plural pronouns are:
  • We, us, they, them, these, all, those, etc

Pronoun Person

  • Pronouns are divided into three grammatical persons. These divisions are:
  • First person

It refers to the one or ones speaking.

The pronouns used here are I, me, mine, we, us, ours

  • Second person

The one spoken to, or directly addressed, is referred to here.

The pronouns in the second person are you, yours

  • Third person

It refers to the one or ones spoken about.

Some pronouns used in the second person are it, its, they, theirs, them

Examples in Sentences

  1. She likes me.
  2. Fred bought him an umbrella.
  • Yours is the smallest.

 

 

 

 

 

 

 

 

 

 

  • INDEFINITE PRONOUNS
  • An indefinite pronoun does not refer to any specific person, thing or amount.
  • Some common indefinite pronouns are:

 

  • All
  • Another
  • Any
  • Anybody
  • Anyone
  • Anything
  • Anywhere
  • Both
  • Each
  • Either
  • Enough
  • Everybody
  • Everyone
  • Everything
  • Few
  • Many
  • Nobody
  • None
  • One
  • Several
  • Some
  • Somebody
  • Someone
  • Somewhere etc

 

  • Most indefinite pronouns are either singular or plural. Some of them can, however, be used as singular and plural depending on the context.
  • A singular pronoun takes a singular verb. Examples,
  1. Each teacher has written her/his lesson notes.
  2. There are two cups. One is
  • By the same token, a plural pronoun takes a plural verb for agreement. Examples,
  1. Many have been here.
  2. Both are my friends.

Meaning of Some Typical Indefinite Pronouns

Singular Indefinite Pronouns

Pronoun Meaning Example in a Sentence
Another Additional That cook was stubborn. Can you help me get another?
Anybody/anyone No matter what person Is there anyone at home?
Anything No matter what thing Is there anything left there?
Each Every one of two or more Each has to pay for the damage.
Either One of the two Either is ok.
Enough As much as needed There is enough money to take us the whole week.
Everybody/everyone All people Since everyone has arrived has left, you can lock the gate.
Everything All things Everything that belongs to them have been swept by flood.
Neither Not one and not the other of the two I always advise Muktar and Asiya but neither listens to me.
Nobody/no-one No person I have written to many people but no-one has replied.
Nothing Not anything Nothing has been heard from them since.
One An unidentified person or thing One has not been found.
Other A different one from the one that has been mentioned One of the twins is brown while the other is dark.
Somebody/someone Unknown or unspecified person Someone is missing.
Something An unspecified thing I hope she is cooking something.

 

Plural Indefinite Pronouns

  • Both
  • Many
  • All

Exercise 1

Complete the sentence with the most appropriate indefinite pronoun from the list given below.

 

Everyone

Somewhere

Everybody

Nothing

Anywhere

Anything

Anybody

Something

 

 

  1. Would like ______________ to drink?
  2. I couldn’t see _____________ in the dark.
  3. Does _________ know her?
  4. Don’t ask where she has gone. Dorothy can go __________ she feels like going.
  5. The weapons were found ____________ here.
  6. There is ____________ to watch.
  7. Since _____________ has left, the shop can be closed.
  8. We will get you _____________ you are. You can’t hide for long.
  9. ____________ has approved our proposal.
  10. We were told that there is a good school _____________ near here.

Exercise 2

Rewrite each sentence using the word in brackets.

  1. He said nothing useful. (anything)
  2. There is no anything left. (nothing)
  3. Can anyone answer this question? (no-one)

 

 

 

 

 

 

 

VERBS

  • AUXILIARY VERBS
  • Auxiliary (or Helping) verbs are used together with a main verb to show the verb’s tense or to form a negative or question.
  • There are two categories of auxiliary verbs:
  • Primary Auxiliaries
  • Modal auxiliaries
  • Primary Auxilliaries
  • The most common auxiliary verbs are have, be, and do.
  • The three have their forms as shown below.
Verb Forms
Be ·        Be

·        Am

·        Is

·        Are

·        Was

·        Were

·        Been

·        Being

Have ·        Have

·        Has

·        Had

Do ·        Do

·        Does

·        Did

 

 

Examples in Sentences

  1. Emiliana is running away from us.
  2. If she doesn’t come on time, she’ll have to do all the work.
  3. Does your name begin with an “F”?
  4. The boys have finished the race.
  5. I am writing you a notice
  6. The milk has been drank by the cat.
  7. I have purchased a new pair of shoes to replace the ones that were lost in my luggage.
  8. We hope you don’t drop out of school.
  9. She was asking Wachira a question.
  10. Richard has been working hard the whole year.
  11. Sarah doesn’t ski or roller skate.

(b)   Modal Auxiliary Verbs

  • Unlike the primary auxiliary verbs, modal auxiliaries never change form.
  • Look at the list of modal auxiliary verbs follows:

 

  • Can
  • Could
  • May
  • Might
  • Must
  • Need
  • Ought to
  • Shall
  • Should
  • Will
  • Would

 

 

Functions of Auxiliary Verbs

Auxiliary verbs, also known as helping verbs, add functional or grammatical meaning to the clauses in which they appear. They perform their functions in several different ways:

  • They express tense. For example past, present and future.
  • Make sentences grammatically correct.
  • They quantify verbs.
  • Sentences are emphasized through them.

Auxiliary verbs almost always appear together with a main verb, and though there are only a few of them, they are among the most frequently occurring verbs in the English language.

Auxiliary Verb Exercises

Fill in the blank with the correct auxiliary verb from the choices presented:

  1. What ________________ the kids doing when you last saw them? (was, were, are, did, been)
  2. Carla ________________ always wanted to try skydiving. (was, doesn’t, has, is, have)
  3. Where __________________ you go on your summer vacation? (were, been, are, did, does)
  4. Why do you think she __________ call you like she said she would? (didn’t, is, hasn’t, has been, have)
  5. Mary _____________ going to be upset when she hears what happened. (will, don’t, is, didn’t, has)
  6. Jeremy _____________ want to go to the movies; he wants to stay home instead. (doesn’t, isn’t, wasn’t, hasn’t, was not)
  7. I _________________ appreciate his jokes. They weren’t funny. (did, have, been, didn’t, haven’t)
  8. I really like fish but I _______________ care for meat. (weren’t, been, don’t, is, was)
  9. Where _____________ you going when I saw you last night? (were, was, is, do, did)
  10. Tara ________________ called yet; she’s late as usual. (are, were, has, hasn’t, wouldn’t)

Answers: 1 – were, 2 – has, 3 – did, 4 – didn’t, 5 – is, 6 – doesn’t, 7 – didn’t, 8 – don’t, 9 – were, 10 – hasn’t

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • PERFECTIVE ASPECT
  • Also called complete aspect, is the aspect of a verb which expresses a completed action.
  • The completed action can be:
  • In the past, for example,
  • We had met.
  • She had left.
  • They had drunk.
  • In the present, examples,
  • I have seen it.
  • He has taken his bag.
  • It has drunk its milk.
  • In future, for example,
  • She will have left.
  • They will have gone.
  • Helsy will have completed.

How to Form the Perfective Aspect

  • Formed by using the auxiliary verb have and the past participle form of the main verb.

Past Perfect Tense

  • Expresses action completed in the past.
  • There could be one action completed before the one started.

Examples in Sentences

  1. When he arrived, I had already eaten.
  2. John had finished high school by the time I joined form one.
  3. Gregory had seen them.

The Present Perfect Tense

  • Expresses the action completed in the present, before the next one starts.
  • Examples of sentences in this tense are:
  • He has played.
  • We have finished.
  • I have jumped already.

The Future Perfect Tense

  • The future perfect tense refers to a completed action in the future. When we use this tense we are projecting ourselves forward into the future and looking back at an action that will be completed some time later than now. It is most often used with a time expression.
  • The future perfect is composed of two elements
    the simple future of the verb “to have” (will have) + the past participle of the main verb

 

Affirmative Negative Interrogative Negative Interrogative
I will have jumped I won’t have jumped Will I have jumped? Won’t I have jumped?
You will have jumped You won’t have jumped Will you have jumped? Won’t you have jumped?
He will have jumped He won’t have arrived Will he have arrived? Won’t he have arrived?
We will have jumped We won’t have jumped Will we have jumped? Won’t we have jumped?
They will have jumped They won’t have jumped Will they have jmped? Won’t they have jumped?

Function

Examples
  • I will have been here for six months on June 23rd.
  • By the time you read this I will have left.
  • You will have finished your report by this time next week.
  • Won’t they have arrived by 5:00?
  • Will you have eaten when I pick you up?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • PROGRESSIVE ASPECT
  • It expresses an on-going action.
  • The action could have been in the past, present, or will happen in future.
  • Verbs in this aspect are recognizable by the present participle (-ing)

Progressive Aspect with Past Tense

We use the pattern:

Was or were + present Participle,

Examples

  • We were travelling.
  • She was writing.

Progressive Aspect with Present Tense

The pattern below is used

Is or are +present participle, for example

  • She is writing.
  • They are dancing.

Progressive Aspect With Future Time

To form this, we use the pattern:

Will be + present participle

  • He will be cyling.
  • They will be crying.

 

 

 

 

 

 

 

 

 

  • FUTURE TIME
  • There are a number of different ways of referring to the future in English. It is important to remember that we are expressing more than simply the time of the action or event.
  • Future always refers to a time ‘later than now’, but it may also express our attitude to the future event.

All of the following ideas can be expressed using different tenses:

  • Simple prediction: There will be strike next week.
  • Arrangements: She is running to Kilgoris tomorrow.
  • Plans and intentions: They are going to fly to London in December.
  • Prediction based on present evidence: I think it’s going to rain!
  • Willingness: She will pay your
  • An action in progress in the future: This time next year he will be in form three.
  • An event or action that is a routine: You will be seeing Perpetua in the church tomorrow.
  • Obligation: You are to drive directly to my house.
  • An action or event that will take place immediately or very soon: The train is about to leave.
  • Projecting ourselves into the future and looking back at a completed action: A month from now he will have finished all his exams.

The four future verb tenses in English are:

Simple future tense

The simple future refers to a time later than now, and expresses facts or certainty.

Examples in Sentences

  • I will see you later.
  • She will do it. Do not worry.

How to Form the simple future

  • The simple future tense is composed of two parts: will / shall + the infinitive without
  • study the table below:
Affirmative Negative Interrogative
I will visit I won’t visit.

I will not visit.

Will I visit?

Won’t I visit?

She will visit. She won’t visit.

She will not visit.

Will she visit?

Won’t she visit?

They will visit. They won’t visit.

They will not visit.

Will they visit?

Won’t they visit?

 

Contractions in simple Future

I will = I’ll
We will = we’ll
You will = you’ll
He will = he’ll
She will = she’ll
They will = they’ll
Will not = won’t

Future continuous

  • The future continuous refers to an unfinished action or event that will be in progress at a time later than now.
  • The future continuous is made up of:
    the simple future of the verb ‘to be’ + the present participle (base+ing)
  • The future continuous is used for quite a few different purposes. These functions include:
  • To project oneself into the future. Example
This time next month she will be writing her final paper.
  • To predict or guess about future events. Example

You’ll be missing these meals once leave high school.

  • To ask politely for information about the future. Example

Will you be attending my weeding this weekend?

  • To refer to continuous events expected to happen in the future. Examples

I’ll be tracing him next month.

Future perfect

  • The future perfect tense refers to a completed action in the future.
  • In using this tense, we project ourselves forward into the future and looking back at an action that will be completed sometime later than now.
  • It is most often used with a time expression.
  • To form it, include:
    the simple future of the verb “to have” (will have) + the past participle of the main verb

Examples in Sentences

  • Won’t you be here for my party for three hours next week?
  • You will have evacuated the building by the time the constructors arrive.
  • She will have left by the time we arrive.

Future Perfect Continuous

  • This tense is used to project oneself forward in time and to look back.
  • It refers to events or actions in a time between now and some future time are unfinished.
  • It is most often used with a time expression.
  • The future perfect continuous is composed of two elements
    the future perfect of the verb “to be” (will have been) + the present participle of the main verb (base + ing)
  • Study the examples below:
  • I will have been doing my degree at the university for two years by 2019.
  • By 2030 he will have been driving his car for 15 years.
  • Next year I will have been learning in this school for three years.

 

 

 

ADJECTIVES

ORDER OF ADJECTIVES

  • Adjectives denoting attributes usually occur in a specific order.
  • In general, adjectives follow the following order:
Order Examples
Quantity Thirty, many, some
Opinion Nasty, dirty, beautiful
Size Short, tiny, huge
Shape Square, round, circular
Age Young, new, 20-year-old
Colour Green, indigo, pink
Origin/Nationality Kenyan, English, Chinese
Purpose Serving, sleeping,
Material Glass, earthen, metallic
Noun  

 

Examples in Sentences

  1. Hamisi has decided to sell his flashy new German
  2. I met several charming Indian
  • There are three big football balls in the store.
  1. She has bought a few small white sleeping

 

 

 

 

 

 

 

 

 

 

 

 

ADVERBS

  • ADVERBS OF PLACE
  • They talk about when the action happened, will happen, or happens.
  • They are placed after the main verb or object.
  • Examples of adverbs of place are:
  • Up
  • Down
  • Far
  • Overseas
  • Nearby
  • North, etc

Examples in Sentences

  1. She went there.
  2. The supermarket is
  3. She went overseas.
  4. The bedroom is upstairs.
  • ADVERBS OF DEGREE
  • An adverb of degree tells us the intesity at which at which an action occurs, or degree of an adjective or another adverb.
  • Examples of adverbs of degree are:
  • Extremely
  • Quite
  • Very
  • Almost
  • Just etc

 

Examples in Sentences

  1. It very cold outside.
  2. This water is extremely hot.

 

 

 

 

 

 

 

 

PREPOSITIONS

COMPLEX PREPOSITIONS

  • A complex preposition consists of two or three word combinations but acting as a single unit.
  • Below are the examples:
  • In accordance with
  • On behalf of
  • In aid of
  • In line with
  • With respect to
  • By mean of
  • In relation to

Examples in Sentences

  1. I am writing in regard to what we discussed yesterday.
  2. He came on behalf of his boss.
  3. A word can be distinguished on the basis of stress.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CONJUNCTIONS

SUBORDINATING CONJUNCTIONS

  • A subordinating conjunction joins a subordinate clause (dependent) to a main clause (independent clause).
  • A subordinating conjunction is always followed by a clause.
  • It reduces the importance of one clause so that the reader understands which of the two ideas are important.
  • Separate the subordinate clause from the main clause with a comma when the sentence begin with a subordinate clause.
  • The following is a list of common subordinating conjunctions:

 

  • After
  • Although
  • As
  • As if
  • As long as
  • As much as
  • As soon as
  • As though
  • Because
  • Before
  • Even if
  • Even though
  • How
  • If
  • Inasmuch
  • In order that
  • Lest
  • Now that
  • Once
  • Provided
  • Provided that
  • Since
  • So that
  • Than
  • That
  • Though
  • Till
  • Unless
  • Until
  • When
  • Whenever
  • Where
  • Whereas
  • Wherever
  • While
  • Why

 

Examples in Sentences

  1. When the door was knocked, Joan rose to open it.
  2. It is hard to give up drugs once you get addicted.
  • Because I was sick, I went to see the doctor.
  1. Although it was cold, he took off his coat.
  2. I can’t take you out since I have no money.

Exercise

Combine the pair of sentences using subordinating conjunction. Choose the conjunction from the list below.

 

Rather than

 While

Whereas

Now that

Before

Whether or not

Once

Even though

Since

 

 

  1. Henry passed the exams first time. Jane had to retake the exams twice.
  2. My sister likes Math. I prefer Chemistry.
  3. It was raining. I didn’t get wet.
  4. I will be late today. There is jam in town.
  5. Njuguna passed the test. Njuguna did not revise.
  6. I will leave. There is someone to take care of the baby.
  7. John is a boy. Mary is a girl.
  8. Go to play. Call your sister.
  9. I didn’t give the money to my sister. I gave the money to my cousin.
  10. You know him personally. You have to agree that he has done a lot for this country.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INTERJECTIONS

  • A word(s) used to exclaim or protest or command.
  • An injection conveys an emotion. The emotion can be of joy, disgust, surprise, excitement, etc.
  • This word is normally placed at the beginning of a sentence.
  • A forceful injection is followed by an exclamation mark.
  • A less forceful injection is followed by a comma.

Examples in Sentences

  1. Wow! I have won it!
  2. Jeepers, that was too close.
  • Indeed, I like it.
  1. Good! I can now relax.
  2. Oh, I didn’t know about that
  3. No, leave me alone.

Interjections which are Sounds

Interjections that follow are of sounds:

  • Phew
  • Ah!
  • Mmm!
  • Humph

Exercise

Fill the blanks with appropriate interjections.

  1. __________, I can’t see you tomorrow.
  2. _________, I will wait for you.
  3. __________ ! The train is leaving!
  4. ___________ I can now go and play.
  5. _________ ! I am lost in this big town!
  6. _________, that is wonderful.

 

 

 

 

 

 

PHRASES

  • CONSTITUENTS OF VERB PHRASES
  • A sentence must have a verb.
  • A verb phrase has a verb as the head word.
  • A verb phrase consists of a main verb plus auxiliary veb(s).
  • Look at the sentence below.

These girls are annoying.

Are annoying is the verb phrase.

Are is an auxiliary verb.

Annoying is the main verb.

  • The main verb normally comes at the end of the phrase.

More Examples In Sentences

  1. The prices have fallen.
  2. They could be running from me.
  3. They have been asking this question over and over again.
  4. She should have been writing the book.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • CONSTITUENTS OF ADVERB PHRASES
  • An adverb phrase is a word group with an adverb as the main word.
  • An adverb phrase can modify a verb, an adjective, or an adverb.

Constituents of Adverb Phrases

An adverb phrase can consist of:

  • An adverb
  • Pre modifier, which can be an adverb, adjective, or a preposition.
  • Post modifier

Adverb Phrases Examples

  1. Quite slowly

Quite is the pre modifier, while slowly is the adverb

  1. On Friday night

Pre modifier is the preposition on . night is the post modifier

Examples in Sentences

  1. The project was done very slowly.
  2. We talked all day long.

 

 

 

 

 

 

 

 

 

 

 

 

 

CLAUSES

  • INDEPENDENT AND SUBORDINATE CLAUSES

Independent Clauses

  • A clause is independent when it meets the following conditions:
  • It has a subject
  • It has an action—what the subject is doing.
  • It expresses a complete thought.

Examples

  1. We left home.
  2. He lives in Nairobi.

Subordinate Clauses

  • A subordinate clause (or dependent) clasuse cannot stand alone as a sentence since it does not express a complete thought.
  • A dependent clause begins with a subordinate conjunction or relative pronouns or a relative adverb.
  • It leaves one wondering “what happened?”

Examples

  1. Where she went
  2. Before Khamisi arrived.
  3. After she abused me.

 

 

 

 

 

 

 

 

 

 

 

 

  • COMPOUND SENTENCES
  • A compound sentence has two independent clauses.
  • An independent clause, as earlier discussed, has a subject and and a verb and expresses a complete thought.
  • The two independent clause forming a compound sentence are joined using a coordinating conjunction. At times, a semi colon is used.
  • The coordinating conjunctions are:
  • For
  • And
  • Nor
  • But
  • Or
  • Yet
  • So

These conjunctions can be best remembered by a handy mnemonic: FANBOYS.

  • Here is an example of a compoud sentence:

He works in Wajir, but he stays in Isiolo.

  • The sentence has two independent clauses: he works in Wajir and he stays in Isiolo.
  • But is the coordination conjunction joining the two clauses.

Other Examples

  1. Rose wanted to buy a dress, but she didn’t have enough money.
  2. They did not go to church, yet their parent advised them to.
  3. Do you want to go to Rongo or Homabay?

 

 

 

 

 

 

 

 

 

 

  • COMPLEX SENTENCES
  • A complex sentence is made up of an independent clause and at least one dependent clauses.
  • A dependent clause lacks one of the elements that would make it a complete sentence.
  • The clauses making up the complex sentence are combined using a subordinating conjunction.
  • Here is an example for you:

Mobile phones have helped a lot since they came to the market.

  • The independent clause mobile phones have helped a lot is joined to the dependent clause since they came to the market.

More Examples in Sentences

  1. Although deer eat my crops, they are cute.
  2. Before you leave, give me your address.
  3. While I prefer a permanent house, my wife prefers a semi permanent one.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • ACTIVE AND PASSIVE VOICE
  • A sentence can either have a verb in active form or passive form.

Active Voice

  • In a sentence with an active verb, the subject performs the action denoted by the verb.
  • Here is a sentence where the subject is performing the verb’s acton.

James is writing the notes.

  • James is the subject doing the action “writing”.
  • Since the subject James does the action, the sentence is said to be in the active voice.

More Examples

  1. Richard locked the door.
  2. Akoth painted the room.
  3. He is buying the phone.

Passive Voice

  • A normal order of many active sentences can be changed, such that the subject is no longer active.
  • In the case above, the subject is being acted upon by the verb.
  • Here is an example for you:

The notes were written by James.

  • The subject is the notes.
  • it is passive as it is acted upon by the verb.
  • Since the subject is being acted upon, the sentence is said to be in a passive voice.

More Examples

  1. The door was locked.
  2. The room was painted by Akoth.
  3. The phone is being bought by him.

Changing a  Sentence from Active Voice to Passive Voice

Follow the steps below in order to change the sentence from active to passive voice:

  • Move the active sentence’s direct object in the subject’s slot.
  • Place the active sentence’s subject into a phrase beginning with the preposition “by” .
  • Add a form of the auxiliary verb “be” to the main verb and change the main verb’s form.

 

 

 

 

Exercise

Change the sentences below to passive voice.

  1. Juliet changed the flat tire.
  2. Gregory painted the entire house.
  3. Who taught you Physics?
  4. No one answered my call.
  5. Who stole my bag?
  6. The hunter killed the antelope.
  7. They will send her a success card.
  8. The terrible news shocked everyone.

 

GRAMMAR ANSWERS

PARTS OF SPEECH

NOUNS

COLLECTIVE NOUNS

 

  • Worship
  • Ambush
  • Coven
  • A disguising
  • Bench
  • A conjunction
  • Blackening
  • Company
  • Stalk
  • A pity/a gang
  • Converting
  • Slate
  • Riches
  • Bench
  • Eloquence

 

 

  • COMPOUND NOUNS
  1. She is cleaning a room for stores.

She is cleaning a storeroom.

  1. He bought a new ruler for measuring up to 30 cm.

He bought a 30-cm ruler.

  1. June is the assistant class secretary for form two.

June is the assistant form two class prefect.

  1. We had to stop at the station for the buses.

We had to stop the bus station.

  1. Get me size of cables.

Get me  cable size.

  1. They bought it as there was reduction in cost.

They bought it as there was cost reduction.

  1. Students are given two breaks of twenty minutes.

Students are given two-twenty minute breaks.

  1. These are the plugs with three pins.

These are the three-pin plugs.

  1. The mechanic has carried two metal boxes for the tools.

The mechanic has carried two metal toolboxes.

  1. Are you the wife of my son?

Are you my daughter-in-law?

PRONOUNS

INDEFINITE PRONOUNS

Exercise 1

  • Something
  • Anything
  • Anybody
  • Anywhere
  • Somewhere
  • Nothing
  • Everyone/everybody
  • Anywhere
  • Everyone/everybody
  • Somewhere

Exercise 2

  • He didn’t say anything useful.
  • There is nothing left.
  • No-one can answer this question.

SUBORDINATING CONJUNCTIONS

  1. Henry passed the exams first time. Jane had to retake the exams twice.

Henry passed the exams the first time while/whereas Jane had to retake them twice.

  1. My sister likes Math. I prefer Chemistry.

Whereas/while my sister likes Math, I prefer Chemistry.

  1. It was raining. I didn’t get wet.

Even though it was raining, I didn’t get wet.

I didn’t get wet even though it was raining.

  1. I will be late today. There is jam in town.

I will be late today since there is jam in town.

Since there is jam in town, I will be late today.

  1. Njuguna passed the test. Njuguna did not revise.

Even though Nuguna did not revise, he passed the test.

  1. I will leave. There is someone to take care of the baby.

Now that there is someone to take care of the baby, I will leave.

  1. John is a boy. Mary is a girl.

John is a boy while Mary is a girl.

  1. Go to play. Call your sister.

Before you go to play, call your sister.

  1. I didn’t give the money to my sister. I gave the money to my cousin.

Rather than giving the money to my sister, I gave it to my cousin.

  1. You know him personally. You have to agree that he has done a lot for this country.

Whether or not you know him personally, you have to agree that he has done a lot for this country.

 

INTERJECTIONS

 

  • No,
  • Well
  • Hurry
  • Phew
  • Alas
  • Ahh

 

 

ACTIVE AND PASSIVE VOICE

  1. The flat tire was changed by Juliet.
  2. The entire house was painted by Gregory.
  3. By whom were you taught Physics?
  4. My call was not answered by anyone.
  5. My bag was stolen by whom?
  6. The antelope was killed by the hunter.
  7. A success card will be sent to her.
  8. Everyone was shocked by the terrible news.

 

 WRITING FOR FORM TWO

SPELLING

COMMONLY MISSPELT WORDS

The table below contains words that are normally misspelt.

absence
accidentally
accommodate
accumulate
achievement
acquaintance
acquire
acquitted
advice
advise
amateur
among
analysis
analyze
annual
apartment
apparatus
apparent
appearance
arctic
arguing
argument
arithmetic
ascend
athletic
attendance
balance
battalion
beginning
belief
believe
beneficial
benefited
boundaries
Britain
business
calendar
candidate
category
cemetery
changeable
changing
choose
chose
coming
commission
committee
comparative
compelled
conceivable
conferred
conscience
conscientious
conscious
control
controversial
controversy
criticize
deferred
definitely
definition
describe
description
desperate
dictionary
dining
disappearance
disappoint
disastrous
discipline
dissatisfied
dormitory
effect
eighth
eligible
eliminate
embarrass
eminent
encouragement
encouraging
environment
equipped
especially
exaggerate
excellence
exhilarate
existence
existent
experience
explanation
familiar
fascinate
February
fiery
foreign
formerly
forty
fourth
frantically
generally
government
grammar
grandeur
grievous
height
heroes
hindrance
hoping
humorous
hypocrisy
hypocrite
immediately
incidentally
incredible
independence
inevitable
intellectual
intelligence
interesting
irresistible
knowledge
laboratory
laid
led
lightning
loneliness
lose
losing
maintenance
maneuver
manufacture
marriage
mathematics
maybe
mere
miniature
mischievous
mysterious
necessary
Negroes
ninety
noticeable
occasionally
occurred
occurrence
omitted
opinion
opportunity
optimistic
paid
parallel
paralysis
paralyze
particular
pastime
performance
permissible
perseverance
personal
personnel
perspiration
physical
picnicking
possession
possibility
possible
practically
precede
precedence
preference
preferred
prejudice
preparation
prevalent
principal
principle
privilege
probably
procedure
proceed
profession
professor
prominent
pronunciation
pursue
quantity
quizzes
recede
receive
receiving
recommend
reference
referring
repetition
restaurant
rhyme
rhythm
ridiculous
sacrifice
sacrilegious
salary
schedule
seize
sense
separate
separation
sergeant
severely
shining
similar
sincerely
sophomore
specifically
specimen
statue
studying
succeed
succession
surprise
technique
temperamental
tendency
tragedy
transferring
tries
truly
tyranny
unanimous
undoubtedly
unnecessary
until
usually
village
villain
weather
weird
whether
woman
women
writing

 

Task

Write the correct spelling for:

 

  • absense
  • acceptible
  • accidentaly
  • accomodate
  • acheive
  • acknowlege
  • acquaintence
  • aquire
  • aquit
  • acrage
  • adress
  • adultary
  • adviseable
  • agression
  • allegience
  • allmost
  • alot
  • amatuer
  • annualy
  • apparant
  • arguement
  • athiest
  • aweful
  • becuase
  • becomeing
  • begining
  • beleive
  • bouy
  • busines
  • calender
  • camoflage
  • catagory
  • cauhgt
  • cemetary
  • changable
  • cheif
  • collaegue
  • colum
  • comming
  • commited
  • conceed
  • congradulate
  • consciencious
  • concious
  • concensus
  • contraversy
  • cooly
  • decieve
  • definate
  • definately
  • desparate
  • diffrence
  • dilema
  • disapoint
  • disasterous
  • drunkeness
  • embarass
  • equiptment
  • excede
  • exilerate
  • existance
  • experiance
  • extreem
  • facinating
  • firey
  • flourescent
  • foriegn
  • freind
  • guage
  • greatful
  • garantee
  • guidence
  • harrass
  • heighth
  • heirarchy
  • humerous
  • hygene
  • hipocrit
  • ignorence
  • immitate
  • imediately
  • independant
  • inteligence
  • judgement
  • liesure
  • liason
  • libary
  • lisence
  • maintainance
  • millenium
  • mischievious
  • mispell
  • neccessary
  • neice
  • nieghbor
  • noticable
  • occassion
  • occasionaly
  • occurence
  • occured
  • ommision
  • orignal
  • outragous
  • parliment
  • passtime
  • percieve
  • perseverence
  • personel
  • playwrite
  • posession
  • potatos
  • preceed
  • presance
  • privelege
  • professer
  • promiss
  • pronounciation
  • prufe
  • questionaire
  • readible
  • realy
  • recieve
  • reciept[
  • recommend
  • refered
  • referance
  • relevent
  • religous
  • repeatition
  • restaraunt
  • ryme
  • rythm
  • secratary
  • sieze
  • seperate
  • sargent
  • similer
  • skilfull
  • speach
  • sucessful
  • supercede
  • suprise
  • tomatos
  • tommorrow
  • twelvth
  • tyrany
  • underate
  • untill
  • usible
  • vaccum
  • vehical
  • visious
  • wether
  • wierd
  • wellfare
  • withold
  • writting

 

Answers

 

  1. absence
  2. acceptable –
  3. accidentally/accidently
  4. accommodate
  5. achieve
  6. acknowledge
  7. acquaintance
  8. acquire
  9. acquit
  10. acreage
  11. address
  12. adultery
  13. advisable
  14. aggression
  15. allegiance
  16. almost
  17. a lot
  18. amateur
  19. annually
  20. apparent
  21. argument
  22. atheist
  23. awful
  24. because
  25. becoming
  26. beginning
  27. believe
  28. buoy
  29. business
  30. calendar
  31. camouflage
  32. category
  33. caught
  34. cemetery
  35. changeable
  36. chief
  37. colleague
  38. column
  39. coming
  40. committed
  41. concede
  42. congratulate
  43. conscientious
  44. conscious
  45. consensus
  46. controversy
  47. coolly
  48. deceive
  49. definite
  50. definitely
  51. desperate
  52. difference
  53. dilemma
  54. disappoint
  55. disastrous
  56. drunkenness
  57. embarrass
  58. equipment
  59. exceed
  60. exhilarate
  61. existence
  62. experience
  63. extreme
  64. fascinating
  65. fiery
  66. fluorescent
  67. foreign
  68. friend
  69. gauge
  70. grateful
  71. guarantee
  72. guidance
  73. harass
  74. height
  75. hierarchy
  76. humorous
  77. hygiene
  78. hypocrite
  79. ignorance
  80. imitate
  81. immediately
  82. independent
  83. intelligence
  84. judgment
  85. leisure
  86. liaison
  87. library
  88. license
  89. maintenance
  90. millennium
  91. mischievous
  92. misspell
  93. necessary
  94. niece
  95. neighbor
  96. noticeable
  97. occasion
  98. occasionally
  99. occurrence
  100. occurred
  101. omission
  102. original
  103. outrageous
  104. parliament
  105. pastime
  106. perceive
  107. perseverance
  108. personnel
  109. playwright
  110. possession
  111. potatoes
  112. precede
  113. presence
  114. privilege
  115. professor
  116. promise
  117. pronunciation
  118. proof
  119. questionnaire
  120. readable
  121. really
  122. receive
  123. receipt
  124. recommend
  125. referred
  126. reference
  127. relevant
  128. religious
  129. repetition
  130. restaurant
  131. rhyme
  132. rhythm
  133. secretary
  134. seize
  135. separate
  136. sergeant
  137. similar
  138. skilful
  139. speech
  140. successful
  141. supersede
  142. surprise
  143. tomatoes
  144. tomorrow
  145. twelfth
  146. tyranny
  147. underrate
  148. until
  149. usable/useable
  150. vacuum
  151. vehicle
  152. vicious
  153. weather
  154. weird
  155. welfare
  156. withhold
  157. Writing

 

 

 

 

 

 

BUILDING SENTENCE SKILLS AND PARAGRAPHING

 

DEVICES OF DEVELOPING PARAGRAPHS

  • Giving Reasons
  • Giving reasons is one way to illustrate or develop paragraphs.
  • Many topic sentences give the writers’ personal opinion. Suppose, for example, that your write a paragraph with the topic sentence Living in the village is more comfortable than in towns.
  • To make others accept your opinion, you have to explain why you think that is the case.

Reasons answer the question why? Why do you think life in villages is more comfortable? You could have reasons as follow:

Reason: Food is fresh from the garden.

Reason: There is no rent and to pay.

Reason: The challange of traffic jam does not exist in the villages.

  • Can you write a paragraph using the reasons and topic sentence above?
  • Reasons are not just stated; they are supported by details. Some details may be facts, some opinions..

 

  • Comparing and Contrasting
  • Some writing topics will ask you to consider the relationship between two things, for example, the houses in your village and those in the town you currently reside.
  • Those kind of topics may allow you to organize your paragraph either around the similarities between these two subtopics or around the differences between them.

Sample Paragraph

Comparison Paragraphs Organized by Similar Points

Consider the following paragraph:

     The houses in my village and the houses in the town I currently reside have several things in common. First, both are small and have very few people staying in them. For example in the houses in the village, between 5-10 people stay in such houses. Similarly, in the houses in my present reidential area, Faruku, a household has about eight people. A second way in which the two are similar ……..

Comparison Conjunctions

  • In the comparison paragraphs there are various conjunctions that contribute to paragraph coherence.
  • Here is a list of comparison conjunctions you can use:
Short Conjunctions Longer Expressions
 

Similarly,

Likewise,

…the same…

…the same as…

…also…

…, too.

both

 

In the same way,

X is similar to Y in that (they)…

X and Y are similar in that (they)…

Like X, Y [verb]…

In like manner,

One way in which X is similar to Y is (that)…

Another way in which X is similar to Y is (that)…

Contrast Conjuctions

Here are some contrast conjunctions that you can use:

Short Conjunctions Subordinating Conjunctions
However,

In contrast,

By contrast,

…, but

…, yet

 

On the other hand,

even though + [sentence]

although + [sentence]

whereas + [sentence]

unlike + [sentence]

while + [sentence]

nevertheless,

 

  • Using Idiomatic Expressions
  • Read the paragraph below. The words in boldface are the idiomatic expressions.

When I entered university, I lived in a small town near Ngunjiri. That was the first time I lived alone. I felt it was a feather in my cap. I had nothing but a small bicycle. But I felt happy every day. I wasn’t afraid to lose my shirt because I always lived on a shoestring. I didn’t become hot under the collar because everyone helped me kindly.I found a part-time job in supermarket. The owner was a bit of a stuffed shirt. So I tried to keep his shirt on and to handle our customers with kid gloves.The experience taught me a sense of responsibility.

 

  • Using Facts/Statistics
  • Another way to develop a paragraph is to include Include Facts and Statistics.
  • Offer precise data from your own knowldege, or from authoritative sources, possibly in numerical form.
  • Summarize the results, or quote your sources.
  • Facts and statistics are the kinds of evidence many readers consider convincing proof of generalizations and opinions.
  • Facts and statistics also help readers understand a subject/topic.
  • Using Rhetorical Questions
  • A rhetorical question cannot be answered to you but the reader might answer the question to himself/herself.
  • A question which is posed without the expectation of an answer is called a “rhetorical question.”

 

 

PUNCTUATION

QUOTATION MARKS

  • Quotations marks ( “” ) are a pair of punctuation marks used primarily to mark the beginning and end of a passage attributed to another and repeated word for word.
  • They are also used to indicate meanings and to indicate the unusual or uncertain status of a word.
  • Single quotation marks (‘) are used most frequently for quotes within quotes.
  • Use quotation marks to cite something someone said exactly. Examples
  • “I’m coming right now,” she said.
  • Kim told me, “Don’t leave your shoes at the door. They will be stolen.”
  • Harry told me not to forget my soccer jersey.

 

  • When rephrasing what someone told you, no quotation marks are needed. Example,

She said she was coming then.

  • If quoting others within a quote, both single and double quotation marks are used to set the two separate quotations off from each other.

 

 

APOSTROPHE

  • An apostrophe (‘) is used to indicate the omission of a letter or letters from a word, the possessive case, or the plurals of lowercase letters.
  • Examples of the apostrophe in use include:
  • Omission of letters from a word: Are you comin’.
  • Possessive case: Joels house has been painted black.
  • Plural for lowercase letters: They were told to mind their p’s and q’s.
  • The apostrophe has two different, but important uses in English: possession and contractions.

The contraction Apostrophe

The apostrophe is placed where the omitted letter would be in that case.

Type Without contractions Contractions
NOT is not, has not, had not, did not, would not, can not isn’t, hasn’t, hadn’t, didn’t, wouldn’t, can’t
IS she is, there is, he is, it is, Mary is, Jim is, Germany is, who is she’s, there’s, he’s, it’s, Mary’s, Jim’s, Germany’s, who’s
AM I am I’m
WILL I will, you will, she will, we will, they will I’ll, you’ll, she’ll, we’ll, they’ll
WOULD I would, you would, he would, we would, they would I’d, you’d, he’d, we’d, they’d
HAVE I have, you have, we have, they have I’ve, you’ve, we’ve, they’ve
ARE you are, they are, we are you’re, they’re, we’re

The possessive apostrophe

In most cases you simply need to add ‘s to a noun to show possession

Examples
  • Boy’s voice
  • Teacher’s students

HYPHEN

  • A hyphen is used between the parts of a compound word or name or between the syllables of a word, especially when divided at the end of a line of text.
  • Examples of this in use include:
  • Between a compound noun: father-in-law
  • Within a compound word: back to back
  • In general, hyphens are used to join two words or parts of words together while avoiding confusion or vagueness.
Examples
  • go-down
  • up-to-date
  • There are some cases where hyphens maintain written clarity such as where there are letter collisions, where a prefix is added, or in family relations. Many words that have been hyphenated in the past have since dropped the hyphen and become a single word (email, nowadays).
Examples
  • co-operate
  • post-colonial
  • great-grandmother
Ø  Hyphens are also used in numbers
Examples
  • Thirty-six
  • Three-fifths
  • Use a hyphen when a number forms part of an adjectival compound
Examples
  • The school allows a 30-minute break.
  • Most of us were born in the tweentienth-century.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. STUDY WRITING
    • SUMMARIES

SUMMARY

  • An excellent summary is a summary written to show that you have read and understood something.
  • You will get assignments that ask you to read a certain material and summarize it.

How to produce a summary:

1.Read the material to be summarized and be sure you understand it.

2.Outline the major points.

3.Write a first draft of the summary without looking at the material.

4.Always use paraphrase when writing a summary.

5.Target your first draft for approximately 1/4 the length of the original.

6.Never put any of your own ideas, opinions, or interpretations into the summary. This means you have to be very careful of your word choice.

  1. Write in prose – not point form.

 

  • DESCRIPTIVE ESSAYS
  • This type of essay requires the writer to describe
  • The writer should be quite vivid in their description.
  • The writer should also be observant.

Describing a person

  • When you are describing a person, you are telling the reader something about him or her. The quality of your description will depend on your observation and on how well you can express yourself in writing.

Example:

Victor Kumasi

We hear about him a lot. He is always the first to arrive in the classroom. This has made him our class teacher’s favourite. When it comes to running, I don’t know what to say; he runs faster than most of the athletes we admire. The only surprising thing is that he never speaks English. Even at that he remains the most loved in the whole school.

 

Describing a place

In describing a place, you need to use your five senses. just consider :

  • What you see
  • What you hear
  • How it smells
  • The taste
  • How it feels like

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  1. CREATIVE WRITING

IMAGINATIVE COMPOSITIONS

Elements of Imaginative Compositions

In order to write a good story, use these important elements:

  1. a) Characters: Refers to those who act in the story. They should be people, animals or objects that think and talk.
  2. b) Setting: Describes time and place of the story for example: classroom, lakeside, town etc.
  3. c) Plot: Refers to the series of actions that the characters go through as they try to solve a problem. In the plot, we have the:
  1. Introduction: This is usually short. It presents the character, the situation or the problem, and part of the setting.
  2. Development: This simply shows how the situation affects the characters and what they do to try and solve the problem.
  3. Conclusion: This shows the solution of a problem. It is usually short. It may lead to a happy, sad or surprise ending.

When writing a story, remember to organise the flow of your events so that the reader’s interest is maintained throughout the story. The element of suspense should also be created and maintained so that the reader will want to find out what is most likely to happen in your story.

You can create suspense by:

  1. Including mystery
  2. Changing the scene
  3. Creating unexpected events
  4. Including dialogue
  5. Giving surprise ending
  6. Moving from one character to another

 

 

 

 

 

 

  1. INSTITUTIONAL WRITING
  • Business Letters
  • Usually from one organization/company/institution to another, or between such and their customers and other external parties.
  • A business letter is any letter with two addresses, salutation, RE, and ends with a sinature, and whose contents are professional in nature.
  • It is more formal than personal letters.
  • You must have the formatting down.
  • Some types of business letters are:
  • Sales letters
  • Order letters – sent by consumers or businesses to manufacturers, retailers or wholesalers to order goods and services. The contents include quantity, name, etc of the product.
  • Complaint letters – use a tone that will make your complaint be satisfied.
  • Inquiry letters. Written to elicit information from the recipient.
  • Letters of Recommendation. Usually written by previous employer describing the sender’s relationship with and opinion of the job seeker.
  • Others include: cover letters, acknowledgment letters, letters of resignation, follow-up letters, and adjustment letters.

Business Letters Format

  • There are two layouts of business letters: Block and Indented layouts.
  • When you choose to use block layout, all the information is written flush left.
  • Provide your address first.
  • Then skip one line and provide the date.
  • Skip one more line and provide the inside address of the addressee.
  • Note that when using letterhead, there is no need of writing your address. Only begin with the date.
  • Skip yet another line and write salutation. This is followed by a colon. Comma is used for personal correspondence.
  • Write “RE” and write the subject.
  • Write the body. Skip lines between the paragraphs.
  • After the body, write complementary close, followed by a comma, sign, then type your name and title(only if applicable)
  • When you choose to use indented layout:
  • Your address appears on the right.
  • Date on the right.
  • Addressee’s address, salutation on the left.
  • Typing do not start from the flush left.
  • No skipping lines between paragraphs.
  • Type the closing and signature in the center.

Note: Block format looks professional.

Sample Business Letter

 

Kamato Academy,

P.O. Box 789 – 20100,

OGONGO – KENYA

 

January 3rd , 2016

 

The Director

Kamato Academy

P.O. B ox 789 – 20100

OGONGO – KENYA

 

Dear Ms Jane:

 

RE: RESIGNATION FROM KAMATO ACADEMY

 

I am writing to provide formal notice of my resignation from Kamato Academy. My last day will be 31st January this year.

 

I trust four weeks is sufficient notice for you to find a replacement for my position. I would be pleased to help train the person you choose to take my place before I finally leave.

 

Thank you for offering me the job for the past two years. My experience as a teacher, head of various departments and patron of clubs and societies here has been positive and I am confident that I will use most of the skills I have learnt at Kamato Academy in future.

 

If you have any concerns, please let me know. I will be more willing to listen to you.

 

All the best,

 

[sign]

D’Matteo Kichapo

TEACHER ASSISTANT

 

 

Kipchoge Muslims School

P.O. Box  567 – 30300

WAJIR KENYA

 

July, 13th 2016

 

Manager,

Leakey Village Inn

P.O. Box 1234 – 103450

Kirema – Kenya

 

Dear Sir,

Reservation of Rooms for Motivational Camp

I am writing on behalf of the Scouts Club of Kipchoge Muslims School. We are organizing a two-day-one-night motivational camp and have selected your hotel as the venue for the camp. The tentative dates for the camp are 23 and 24 August 2016. We would like to know if you will be able to accommodate us for the period.

Altogether, there will be forty students and four teachers on this trip. We will need two rooms for the teachers (twin sharing). For the students we would need fourteen rooms only (twin sharing as well). Please include an extra bed in each room to accommodate a third person.

We plan to arrive at 2 o’clock in the afternoon of Friday 3 August. We hope you will be able to serve some light refreshments. We will begin our program at 4 p.m. We will require the use of a conference room that can accommodate 40 people. We would like a microphone, projector and screen, a stage and a rostrum. Since the students will be working in groups, we would like eight tables arranged in two rows. We also hope that water can be made available in the room at all times so that students can have a drink right there and do not have to leave the room too often.

Regarding meals, we expect to have dinner at 7 p.m., breakfast at 7 a.m., the next morning and lunch at 11 a.m., just prior to our departure. We hope to be able to check out by midday on Saturday 4 August.

We would like to know your rates for students, and whether you have a special rate for group bookings. Also, what are your charges for the use of the conference room and the equipment? Please let us know if payment can be made by credit card or cheque.

We look forward to hearing from you soon. Please contact us if you need us to furnish you with further details.

Thank you.

Yours faithfully,

 

 

 

 

 

 

 

 

  • POSTERS
  • A poster is any piece of printed paper designed to be attached to a vertical surface e.g. a wall.
  • A poster is intended to convey message at the same time appeal to the audience.
  • A poster can be professionally used for advertisements, announcements, or to share information.
  • A poster can focus on topics like:
  • Child labour
  • Drug abuse
  • Corruption
  • Prostitution
  • Domestic violence
  • Road accident, etc.

 

How to Create Posters

  • Find a good idea for a poster. You can focus on cars, sports, etc.
  • Create an image or picture with a clearly inspiration point. If for example, talking about child labour, one can draw a child working in the fields, and being whipped.
  • Balance between the picture and the writings.
  • Emphasize the most important information. You can write them in different ink, or underline them.
  • The picture/image and the writing should be within the borderline.
  • Be concise.

Activity

Let  the students choose any of the topics above and design their posters in groups. Ensure there is a balance between the picture and the words. After they finish, allow them pin their posters on the wall.

Exercise

The habit of shirking assignments in your class has become rampant. You don’t like it and you want to design a poster to warn your classmates against it. Design that poster.

 

 

 

 

 

 

 

 

  • ADVERTISEMENTS
  • Advertising is how a company/individual encourages people to buy their products, services or ideas.
  • An advertisement (short form: ad)is anything that draws excellent attention towards these things.
  • Ads appear on television, as well as radio, newspapers, magazines and as billboards in streets and cities.
  • They try to get people to buy their products, by showing them the good rather than bad of their products.
  • First impression is very important and there is usually no second chance at making a good first impression.
  • An advertisement should catch the attention within seconds – if it doesn’t, then it is considered failed.
  • It is crucial to showcase your product in a very clever way.

How to Create an Advertisement

  • Grab the attention of the audience by coming up with a tagline that is catchy. You can consider using:
  • Humour
  • Thyme
  • Puns
  • Metaphor
  • Alliteration, etc
  • Type the name of the business.
  • Have a picture to reinforce your message.
  • Balance between the picture and the wordings.

Activity

Let the students design their own adverts. They can advertise things like;

  • New books
  • New brand of pen
  • Anything

 

 

 

 

 

 

 

 

  1. PERSONAL WRITING
  • PERSONAL JOURNALS
  • A personal journal is a record of individual’s impression of a given event, occurrence or a person.
  • Record what strikes you the most.
  • What you record could have happened to you or to others.

Contents of A Personal Journal

  1. Date
  2. Day
  3. At times, the calendar
  4. Entry

Sample Personal Journal

MY PERSONAL JOURNAL

 

Calendar

February, 2016

Sun Mon Tue Wed Thu Fri Sat

1     2        3     4     5     6

7        8     9       10   11   12   13

14      15   16      17    18  19   20

21      22   23      24    25  26   27

28

(circle/underline the date)

 

ENTRY

Today was particularly my best in the month of February, in fact from January. Can you believe Tom, of all the form two students, has been appointed the new class prefect. This has marked the end of bad news and opened the door to fortunes. I will do all I can to improve that class!

 

I had never given it thought until I was told my name had been mentioned by the deputy principal. It was my friend, Huggies who told me it was me and not any other Tom. Of course I am the only Tom in that great class. I must express my happiness at this. A small, small class prefect in a big, big classroom.

 

My happiness cannot allow me write more than I have written, my dear journal. Let the rest be said tomorrow. Goodnight.

 

 

 

  • SHOPPING LISTS
  • A shopper needs to write a list of all the items to be purchased.
  • Written before a shopping trip to a shop, grocery, or supermarket.
  • Writing a shopping list will help cut down on money wastage and time for thinking on what to buy while at the shopping center.

Contents of A Shopping List

  • A shopping list contains the following:
  1. A title must have what the shopping is intended for and the words “shopping list”.
  2. Budgeted amount. Write how much you have at hand to do shopping. Don’t use more than what you have. Budget carefully. You can’t also remain with a certain amount. If you are left with too much from what you were to use, it will also mean you don’t know how to budget.
  3. Item category. Items are normally put under different categories. It is a good idea to group related items together for ease in shopping. Items are categorized as;
  • Snacks e.g. cake, chips, etc.
  • Toiletries e.g. soap, toothpaste, tissue papers, etc.
  • Foodstuff
  • Drinks/beverages
  • Electronics
  • Clothing
  • And others
  1. Write items under the right category.
  2. Write the type of item you want. Prices might also be different. If for example you want to buy juice, write the type you want, for instance, savanna, pineapple. Their prices vary.
  3. Say how many or how much you need to buy. If a liquid use mililitres, litres etc. if solid, grams, kilograms, will do.
  4. Price. The amount to be spent on each item is written in this column.
  5. Total. Write the amount in total to spend. Never spend more than budgeted for.

 

  • More creative individuals add to their shopping lists:
  • Expected balance/change
  • Where shopping to be done. For example: shopping to be done at Uchumi Supermarket.
  • Who to do shopping, among other things.

 

 

 

 

 

 

 

 

Sample Shopping List

                            BACK TO SCHOOL SHOPPING LIST

BUDGETTED AMOUNT: Sh. 6 100

 

NO ITEM CATEGORY ITEM QUANTITY DESCRIPTION PRICE

IN KSH.

1 Stationery Exercise books

Ruler

Mathematical set

Pens

8-200 pages

2

1

10

Crown

Helix

Oxford

Bic

800

100

300

200

2 Clothing Blouse

Skirt

Cardigan

Neck tie

1

1

1

1

Short sleeved

Dark grey

Indigo one

Red stripped

500

500

600

200

3 Books Set Books 3 The River and the Source

Betrayal in the City

Mstahiki Meya

600

 

500

 

600

 

4 Drinks Soda

Juice

3-1 Litre

2 L

Coke

Delmonte

300

300

5 Snacks Crackers

Cookies

Pretzel

50g

100 g

100 gm

Cheez it

Oreo

Bold Gold

110

200

200

  TOTAL       6010

Expected Balance:                                                                                                     Sh. 90

 

Exercise

You are form two class prefect. Your class is throwing the end of the year class party. Before this happens, there is contribution by all the class members. If the total amount raised is sh. 9 000 which you are supposed to budget for, prepare the shopping list of the item you would buy.

 

 

 

 

 

 

 

  1. SOCIAL WRITING
  • INVITATIONS
  • Sending invitations is the appropriate way to communicate to your guest what is it that you are celebrating and what the event is all about.
  • There are two types of invitations:
  • Informal invitations
  • Formal invitations
  • Invitations also take form of: invitation cards or invitation letters.
  • Invitation Cards
  • They are designed to invite individuals to various ceremonies and parties.
  • When designing an invitation card remember to :
  • Provide the name of the host for the party.
  • Extend the invitation by choosing appropriate formal wording, such as, “request your presence” or less formal wording, such as “totally invites you”.
  • Include honorifics (Dr./Mr./Ms/ etc.) before the guest’s name especially if formal.
  • Answer the question “what?” Tell the guest what the event is for. Is it for birthday party, wedding party, birth of a new baby, fundraising etc. if, for example, it is a birthday party ensure you tell them who is it for and age the person is celebrating. By the same token, if it is graduation, tell them who it is for and mention the education milestone they completed. The purpose of the event is stated clearly.
  • Be clear about the date and time of the event. Day of the week should also be included. Example Saturday, 16th May 2016 at 4.00 pm.
  • Be clear on the venue. Tell them where the party will be held. If the party is held off-site (not where is known to all), you can even give directions.
  • Write “RSVP”. Under this, write the name of the people to be contacted and their contact details. You can write the phone number to allow them contact you so as to inform you ahead of time whether or not they will be attending. RSVP is French abbreviation for “respondez sil’vous plait” which simply means “please respond”.
  • Give instructions to your recipients on for example, how to dress, or bring something, if to bring another guest, or any other thing to do.
  • You can also include the teaser. Include something that will drive them to the party even before the actual day. You can mention things like drinks, dance, etc. These make them looking towards attending the party.
  • Include simple but a picture that ties with the party. You can have a picture of a cake if birthday party.

 

 

 

 

 

Sample Invitation Card

Informal Invitation Card

                  Because you have believed in

Them,

Celebrated with them

Loved and encouraged them,

 

We, Ruth Kimani and John Kimani

Ask you to join us in honouring our

Children

 

Jenifer Wanjiku

And

Joseph Njoroge

 

As they celebrate the beginning of

Their adventures together

On Saturday, January 11th , 2016

At 9.00 am

 

Ceremony followed by dinner,

Drinks, and awkward but

Enthusiastic dancing

 

RSVP:

Mr. john Kimani            or       Ms Ruth Kimani

Mobile: 0711111111                 Mobile: 0712121212

 

Formal Invitation Card

           THE FAMILY OF MR AND MRS KAIMOSI

 

             Calls for the contentment of

 Dr/Pst/Mr/Mrs/Ms/Eng/ ……………………………………………..

            Company

            At the marriage of

      Arsenal Chelsea and Migingo Island

             On Saturday, the second of January; 2016

At half past 4.00 in the evening

             At their Kasarani home

Dress as you wish, dine as you like

Dance as you please

 

RSVP:

Mr. Kaimosi                               Mrs Kaimosi

Email: [email protected]       Phone: 0716602808

 

 

  • INVITATION LETTERS
  • An invitation letter, normally business, is written to invite people to various events, such as, seminars, conferences, and many other functions.
  • It takes the format of other business letters.
  • In an invitation letter one should include the details required. Only the pertinent information regarding the event should be included.
  • They are written to invite:
  • A resource person to school
  • Teachers, students, etc to seminars, conferences, drama festivals, etc

Elements of  Invitation Letters

An invitation letter will include things like:

  • Brief description of the institution/ organization. Let the recipient know what you do and to know whether you have the right to hold such an event.
  • Include all the pertinent information.
 

Jehova Jireh School,

P.O. Box 2345 – 30456,

BETHLEHEM –PALESTINE.

 

February 6th, 2016

 

The Chairperson,

NACADA,

P.O. Box 966 – 40500

NEBUCHADNEZER – CANAAN.

 

Dear Mr. Herod:

 

RE: INVITATION TO GIVE A TALK ON DRUG ABUSE

 

On behalf of Environmental Club, Jehova Jire School, it is my pleasure to extend the invitation to our school parents’ day in the school refectory on Friday, 6th March, 2016 at 9.00 am. You are invited to give a talk on drug abuse.

 

Jehova School is one of the three schools in Bethlehem in which students have continued to abuse drugs. However, most of them are ready to respond to what they are told on dangers of hard drugs. Environmental club has been given the power to curb the use of such drugs.

 

I do hope you will be able to confirm your attendance to this invitation. We look forward to your presence at this big day.

 

Yours sincerely,

 

[sign]

Abraham Father Luke – ENVIRONMENTAL CLUB CHAIR

 

 

  1. PUBLIC WRITING
  • TELEPHONE MESSAGES
  • People who work in offices often answer phones for others especially in their absence.
  • When you answer such calls, you need to take the messages for them.
  • The telephone messages have the following elements:
  • Name of the person the caller wanted to talk to.
  • The name of the caller.
  • Date and time of the call.
  • Telephone number of the caller.
  • Details of the message. Here you write something like: She called to ask whether you will attend the fundraising ceremony at Migingo Hotel.
  • The name of the receiver of the call.
  • Look at the telephone note pad below.
                   SUKUMA WIKI HIGH SCHOOL                  

                TELEPHONE MESSAGE NOTE PAD

DATE: ____________________________

TIME: __________________ AM/PM

TO: ______________________________________

FROM: ____________________________________

TELEPHONE: ___________________________

Telephoned   Please call  
Called to see you   Will call again  
Wants to see you   Returned your call  

 

MESSAGE: ………………………………………………………………………………

……………………………………………………………………………………………….

……………………………………………………………………………………………….

……………………………………………………………………………………………….

RECEIVED BY: _________________________________________

 

 

Exercise

Your name is Elliot Kumo. As the youth leader in your ward, you have the responsibility of ensuring the garbage in your area are collected by the company known as Matakataka Chafu Garbage Collectors. One day they fail to do that and you decide to call the manager to complain about this and that they should bring the truck the next day to pick up the garbage. Unfortunately, the secretary called Amina Salim picks the call. In a telephone message note pad, write the message Amina will take.

 

 

 

 

Answer

                                 MATAKATAKA CHAFU GARBAGE COLLECTORS

TELEPHONE MESSAGE NOTE PADS

DATE: 15TH January, 2016

TIME: 9.00 AM/PM

TO: Makau Collins – Manager

FROM: Elliot Kamau – Youth Leader, Kijiko Ward

TELEPHONE: 254-720467987

Telephoned Please call  
Called to see you   Will call again  
Wants to see you   Returned your call  

 

MESSAGE: He called to complain about the failure of garbage truck to pick up their garbage today. He is wondering whether the truck could stop tomorrow and pick it up.

 

RECEIVED BY: Amina Salim

SECRETARY

 

  • FILLING FORMS
  • Filling forms might seem easy to majority of people but this is usually not the case.
  • To fill the form as required, you need to consider the points below:
  • Go through the whole form before you start filling it in.
  • Read the instructions and ensure you understand them.
  • Fill one section at a time to avoid confusion.
  • Fill all the blanks unless stated for official use only.
  • If there is a part

Sample Form

 

               EMBE DODO MIXED SECONDARY SCHOOL

          (Email: [email protected], phone: 071666666, Website: www.embedodo.go.ke)

                                             ‘ Making future from the present’

                                               STUDENT’S ADMISSION FORM

INSTRUCTIONS TO STUDENTS

1.      Use black ink only.

2.      Fill all the blanks you are required to.

3.      Complete each section in BLOCK letters.

(a)   Student’s Personal Details

Student’s Name: ………………………………………………………………………

Date of Birth: …………………………………………………………………………..

Gender:    …………………………………

Religion: …………………………………..

Name and classes of brother(s)/sister(s) in school

Sibling’s Name Sibling’s Class
   
   
   
   

 

(b)   Parent’s Details

Parent/Guardian’s Name: ………………………………………………………………………………..

Profession: …………………………………………………………….

Address: ……………………………………………………………

Mobile Number: ………………………………………………….

(c)    Academic Details

Class in which Admission is sought: ……………………………………………………………………..

KCPE Marks: ……………………………………………………………………..

Last Term Grade: ……………………………………………………………..

(d)   Health

Have you been diagnosed with cancer or HIV/AIDS? Yes/No

If yes for how long ____________________________________________________________________________________________________________________________________________________________

Do you suffer from any heart disease? Yes/No

(e)    Declaration

I declare that what I have written here is the true and I am responsible for any eventuality that might result from this.

Sign: ­______________________________

Name: ___________________________________________________

Date: ______________________________

 

(f)    For Official use only

Qualified for admission: _________________________

Remarks: ____________________________________________________________________________________________________________________________________________________________

Signature of the officer: _________________________________________

 

  • LETTERS OF APOLOGY
  • We all make mistakes from time to time. When that happens, it is worthwhile that the situation be mended early.
  • One way to mend the situation is by writing a letter apologizing for the wrong done.
  • A letter of apology is written in order to:
  • Lay out your mistakes clearly;
  • Ask for forgiveness;
  • Exhibit regret;
  • Provide assurances for change; and
  • Allow for building of relationships.
  • When writing a letter of apology:
  • Begin the letter by saying you are apologizing.
  • Admit you were wrong and accept the responsibility.
  • Offer a way you can help resolve the situation.
  • Reassure the person that you will do your best to prevent the problem from occurring again.
  • Tell the person you are looking forward to rebuilding the damaged relationship.
  • Apologize again to close the letter.
  • Be sincere.

How to Write Apology

STEP EXPLANATION EXAMPLE
  ·        Say you are sorry I am writing to apologize for coming late to school.
  ·        Clearly state the problem.

·        Explain as much as you can what went wrong.

My brother was recently admitted at the hospital. This morning no one was left at home with my youngest sibling. She was crying and I had to first wait for any of my relatives to come.
  ·        Try to solve the problem.

·        Give examples of how you can do this.

To mend this, I promise to come early from tomorrow. I will let my parents know that the next time they leave they should leave someone behind to babysit the child.
  ·        Apologize again Again, I am sorry for reporting late. I hope that we can put this issue behind us. I look forward to rebuilding the relationship.

 

 

 

 

Exercise

One of the school rules state: “ONLY English and Kiswahili are the official languages to use at school”. The school head of Languages department has caught you speaking in your mother tongue. Write him the letter, apologizing for your action.

Answer

KEMBOI HIGH SCHOOL

P.O. BOX 434 – 30300

ELDORET – KENYA

 

14TH January, 2016

 

THE HEAD OF DEPARTMENT – LANGUAGES

KEMBOI HIGH SCHOOL

P.O. BOX 434 – 30300

ELDORET – KENYA

 

Dear Mr. Kipchoge:

 

RE: APOLOGY FOR SPEAKING IN MOTHER TONGUE

 

I am sorry for breaking one of the school rules.

 

I knew that speaking in mother tongue is prohibited at school, when I spoke it. I am deeply sorry for acting as though I am above the rules everyone should follow. It was impolite to both you and the other teachers.

 

I promise to obey all the school rules now that I have learnt that no one is above the school rules. It was inappropriate of me to speak the language not acceptable at school. I know that punishment meted on me is completely deserved.

 

Once again, I am sorry for my stupid behavior. I will from now on speak in the two official languages.

I hope our differences have been put behind us and that our relationship remains undamaged.

 

Yours Sincerely,

[signature]

FORM 2 STUDENT

 

 

 

 

 

Business Studies Best Two One Notes Free

TOPIC 1: FORMS OF BUSINESS UNITS

TOPIC OBJECTIVES

BUSINESS UNITS

A business unit is an organization formed by one or more people with a view of engaging in a profitable activity.

Business units are generally classified into private or public sector business units’ i.e

Note: Private sector comprises of business organizations owned by private individuals while the public sector comprises business organizations owned by the government.

 

  • SOLE PROPRIETORSHIP

This is a business enterprise owned by one person who is called a sole trader or a sole proprietor. It is the most common form of business unit and usually found in retail trade e.g. in small shops, kiosks, agriculture e.t.c and for direct services e.g. cobblers saloons e.t.c

Characteristics/Features

  • The business is owned by one person
  • The capital is contributed by the owner and is usually small. The main source is from his savings and other sources can be from friends, bank or getting an inheritance
  • The owner enjoys all the profits alone and also suffers the losses alone
  • The owner is personally responsible for the management of the business and sometimes he is assisted by members of his family or a few employees. He remains responsible for the success or failure of his/her business.
  • The sole proprietor has unlimited liability meaning that incase of failure to meet debts, his creditor can claim his personal property
  • There are very few legal requirements to start the business unit.
  • Sole proprietorship is flexible; it is very easy to change the location or the nature of business.

 

Formation

The formation of a sole proprietorship is very simple. Few legal formalities are required i.e. to start a sole proprietorship, one need only to raise the capital required and then apply for a trading license to operate the business small fee is paid and the trade license issued.

Sources of capital

The amount of capital required to start a sole proprietorship is small compared to other forms of business organizations. The main source of capital is the Owners savings. Additional capital may however be raised from the following;

  • Borrowing from friends, banks and other money lending institutions such as industries and commercial Development corporation(ICDC)and Kenya industrial estates
  • Inheritance
  • Personal savings
  • Getting goods on credit
  • Getting goods on hire purchase
  • Leasing or renting out one’s properties
  • Donations from friends and relatives
  • Ploughing back profit.

Management

The management of this kind of a business is under one person. The owner may however employ other people or get assistance from family members to run the business.

Some sole proprietorship may be big business organizations with several departments and quite a number of employees. However, the sole proprietor remains solely responsible for the success of failure of the business

Advantages of sole proprietorship

  • The capital required to start the business is small hence anybody who can spare small amounts of money can start one.
  • Few formal/legal procedures are required to set up this business
  • Decision making and implementation is fast because the proprietor does not have to consult anybody
  • The trader has close and personal contact with customers. This helps them in knowing exactly what the customers need and hence satisfying those needs
  • A sole proprietor is able to assess the credit-worthiness of his or her customers because of close personal relationship. Extending credit to a few carefully selected customers reduce the probability of bad debts.
  • The trader is accountable to him/herself
  • A sole trader is able to keep the top secrets of the business operations
  • He/she enjoys all the profit
  • A sole proprietorship is flexible. One can change the nature or even the location of business as need arises.

Disadvantages of sole proprietorship

  • Has unlimited liability. This means that if the assets available in the business are not enough to pay all the business debts the personal property of the owner such as house will be sold to meet the debts
  • There is insufficient capital for expansion because of scarce resources and lack of access to other sources
  • He/she is overworked and has no time for recreation.
  • There is lack of continuity in the sole proprietorship i.e the business is affected by sickness or death of the owner.
  • A sole proprietorship may not benefit from advantages realized by large scale enterprises (economies of large scale) such as access to loan facilities and large trade discounts.
  • Lack of specialization in the running of the business may lead to poor performance. This is because one person cannot manage all aspects of the business effectively. One maybe a good salesman for examples but a poor accountant.
  • Due to the size of the business, sole proprietorships do not attract and retain highly qualified and trained personnel.

Dissolution of sole proprietorships

Dissolution refers to the termination of the legal life of a business. The following circumstances may lead to the dissolution of a sole proprietorship:

  • Death or insanity of the owner.
  • Transfer of the business to another person- this transfers the rights and obligations of the business to the new owner.
  • Bankruptcy of the owner- this means that the owner lacks the financial capability to run the business.
  • The owner voluntarily decides to dissolve the business e.g due to continued loss making.
  • Passing of a law which renders the activities of the business illegal.
  • The expiry of the period during which the business was meant to operate

PARTNERSHIP:

This is a relationship between persons who engage in a business with an aim of making profits/ an association of two or more persons who run a business as co-owners. The owners are called Partners.

It is owned by a minimum of 2 and a maximum of 20 except for partnership who provide professional services e.g medicine and law which have a maximum of 50 persons.

Characteristics of partnership

  • Capital is contributed by the partners themselves.
  • Partnership has limited life that is it may end anytime because of the death, bankruptcy or withdrawal of partners.
  • Each partner acts as an agent of the firm with authority to enter into contracts.
  • Partners are co owners of a business, having an interest or claim in the business.
  • Responsibility, profit and losses are shared on an agreed basis.
  • All partners have equal right to participate in the management of the business. This right arises from the interest or claim of the partner as a co owner of the business.

Types of partnership

Partnerships can be classified/ categorized in either of the following ways:

  • According to the type/liability of partners
  • According to the period of operation
  • According to their activities.

According to the type or liability of partners

Under this classification, partnerships can either be;

  • General/ordinary partnership- Here all members have unlimited liability which means in case a partnership is unable to pay its debts, the personal properties of the partner will be sold off to pay the debts.
  • Limited partnerships- In limited partnership members have limited liabilities where liability or responsibility is restricted to the capital contributed.

This means that incase the partnership cannot pay its debts; the partners only lose the amount of capital each has contributed to the business and not their personal property. However, there must be one partner whose liabilities are unlimited.

  • According to the period/duration of operation

When partnerships are classified according to duration of operation, they can either be;

  • Temporary partnership-These are partnerships that are formed to carry out a specific task for a specific time after which the business automatically dissolves.
  • Permanent partnerships- These are partnerships formed to operate indefinitely. They are also called a partnership at will.
  • According to their Activity- Under this mode of classification, partnerships can either be:
  • Trading partnerships

This is a partnership whose main activity is processing, manufacturing, construction or purchase and sale of goods.

  • Non – trading partnerships

This is a partnership whose main activity is to offer services such as legal, medical or accounting services to members of the public.

          

  Types of partners

Partners may be classified according to;

Role played by the partners

  • Active partner; He is also known as acting partner as he plays an active part in the day-to-day running of the business.
  • Sleeping/dormant partner; He does not participate in the management of the partnership business. Although he invests his capital in the partnership, his profit is lower as he is not active. He is also referred to as passive or silent partner.

Liabilities of the partners for the business debts;

  • General partner; He/she has unlimited liabilities.
  • Limited partner; He/she has limited liabilities

Ages of partners

  • Major partner; This is a partner who is 18 years and above. He is responsible for all debts of the business.
  • Minor partner; This is a partner who has not attained the age of 18 years but has been admitted with the consent of other partners. Once he reaches 18 years, he then decides if he wants to be a partner or not. Before he attains the age of 18, he takes part in the sharing of profits but does not take part in the management of the business.
  1. iv) Capital contribution
  • Nominal/Quasi partner; He does not contribute capital but allows the business to use his/ her name as a partner; for the purpose of influencing customers or for prestige.

-He/she can also be a person who was once a partner and has retired in form of a loan. This loan carries interest at an agreed rate.

-The quasi partner shares the profit of the business as a reward for using his/her name.

  1. b) Real partner; He/she is one who contributes capital to the business.

-Other types of partners include secret partners, retiring partners and incoming partners

  1. i) A secret partner; is one who actively participates in the management of the firm but is not disclosed to the public. In most cases secret partners are also limited partners.
  2. ii) A retiring partner; Also known as outgoing partner is one who is leaving a partnership

-He may retire with the consent of all the other partners or according to a previous agreement.

iii) Incoming partner; Is one who is admitted to an existing partnership.

Formation

-People who want to form a partnership must come together and agree on how the proposed business will be run to avoid future misunderstanding.

-The agreement can either be oral (by use of mouth) or within down. A written agreement is called a partnership deed.

-The contents of the partnership deed vary from one partnership to another depending on the nature of the business, but generally it contains;

  • Name, location and address of the business
  • Name, address and occupation of the partners
  • The purpose of the business
  • Capital to be contributed by cash partner
  • Rate of interest on capital
  • Drawings by partners and rate of interest on drawings
  • Salaries and commissions to partners
  • Rate of interests on loans from partners to the business
  • Procedures of dissolving the partnership
  • Profit and loss sharing ratio
  • How to admit a new partner
  • What to do when a partner retires dies or is expelled
  • The rights to inspect books of accounts
  • Who has the authority to act on behalf of other partners.

Once the partnership deed is ready, the business may be registered with the registrar of firms on payment of a registration fee.

In case a partnership deed is not drawn, the provisions of partnership act of 1963 (Kenya) applies. The act contains the following rights and duties of a partner;

  • All partners are entitled to equal contribution of capital
  • No salary is to be allowed to any partner
  • No interest is to be allowed on capital
  • No interest is to be charged on drawings
  • All profits and losses are to be shared equally
  • Every partner has the right to inspect the books of accounts
  • Every partner has the right to take part in decision making
  • Interest is to paid on any loans borrowed by partners (The % rate varies from one country to another)
  • During dissolution the debts from outside people are paid first then loans from partners and lastly partners capital.
  • No partner should carry out a competing business
  • Any change in business such as admission of new partners must be through the agreement of all existing partners.
  • Compensation must be given to a partner who incurs any loss when executing the duties of the business.

Sources of capital

  • Partners contribution
  • Loans from banks and other financial institutions
  • Getting items on hire purchase
  • Trade credit
  • Ploughing back profit
  • Leasing and renting.

Advantages of partnership

  • Unlike sole proprietorship, partnership can raise more capital.
  • Work is distributed among the partners. This reduces the workload for each partner
  • Varied professional/skilled labour; various partners are professionals in various different areas leading to specialization
  • They can undertake any form of business agreed upon by all the partners
  • There are few legal requirements in the formation of a partnership compared to a limited liability company.
  • Losses and liabilities are shared among partners
  • Continuity of business is not affected by death or absence of a partner as would be in the case of a sole proprietorship
  • Members of partnership enjoy more free days and are flexible than owners of a company
  • A Partnership just like sole proprietorship is exempted from payment of certain taxes paid by large business organizations.

Disadvantages of partnership

  • A mistake made by one of the partners may result in losses which are shared by all the partners
  • Continued disagreement among the partners can lead to termination of the partnership
  • Decision-making is slow since all the partners must agree
  • A partnership that relies heavily on one partner may be adversely affected on retirement or death of the partner
  • A hard working partner may not be rewarded in proportion to his/her effort because the profits are shared among all the partners
  • There is sharing of profits by the partners hence less is received by each partner
  • Few sources of capital, due to uncertainty in the continuity of the business few financial institutions will be willing to give long-term loans to the firm.

Dissolution of partnership

A partnership may be dissolved under any of the following circumstances:

  • A mutual agreement by all the partners to dissolve the business
  • Death insanity or bankrupting of a partner
  • A temporary partnership on completion of the intended purpose or at the end of the agreed time.
  • A court order to dissolve the partnership
  • Written request for dissolution by a partner
  • If the business engages in unlawful practices
  • Retirement or admission of a new partner may lead to a permanent or temporary dissolution
  • Continued disagreements among the partners

 

 

 

 

 

 

 

 

 

 

 

 

 

 

INCORPORATED FORMS OF BUSINESS UNITS

These are businesses that have separate legal entities from that of their owners. They include:

CO-OPERATIVES

-A co-operative society is a form of business organization that is owned by and run for the economic welfare of its members

-It is a body of persons who have joined together to do collectively what they were previously doing individually for mutual benefit.

Example

In Kenya the co-operative movement was started by white settlers in 1908 to market their agricultural produce. In this case, they knew that they could sell their produce better if they were as a group and not alone

Principles of co-operatives

  • Open and voluntary membership

Membership is open and voluntary to any person who has attained the age of 18 years. No one should be denied membership due to social, political, tribal or religious differences. A member is also free to leave the society at will

  • Democratic Administration

The principle is one man one vote. Each member of the co-operative has only one vote irrespective of the number of shares held by him or how much he buys or sells to the society

  • Dividend or repayment

-Any profit/surplus made at the end of every financial year should be distributed to the members in relations to their contribution.

-Part of the profit may be retained/reserved/put in to strengthen the financial position of the society.

  • Limited interest on share capital

-A little or no interest is paid on share capital contributed (co-operatives do not encourage financial investment habits but to enhance production, to encourage savings and serve the members)

  • Promotion of Education

Co-operative societies should endeavor to educate their members and staff on the ideas of the society in order to enhance/improve quality of decisions made by the concerned parties.

Education is conducted through seminars, study tours, open days

  • Co-operation with other co-operatives

C-operatives must learn from each others experience since they have a lot in common.

-Their co-operation should be extended to local national and international.

Features of co-operatives

  • Membership is open to all persons so long as they have a common interest. Members are also free to discontinue their membership when they desire so
  • Co-operative societies have a perpetual existence; death, bankruptcy or retirement of a member does not affect its operations
  • They are managed in a democratic manner. Every member has one vote when electing the managerial committee irrespective of the number of shares held.
  • The main aim is to serve the interest of the members where profit is not the over riding factor.
  • Co-operative societies have limited liabilities
  • There must be a minimum of 10 people with no maximum membership.
  • Co-operatives have a separate legal entity from the members who formed it i.e they can own property sue and be sued
  • Any profit made by the society is distributed to the members on the basis of the services rendered by each member but not according to the capital contributed.

Formation

-Co-operative societies can be formed by people who are over eighteen years regardless of their economic, political or social background.

-There must be a minimum of 10 persons and no maximum no.

-The members draft rules and regulations to govern the operations of the proposed society i.e. by-laws, which are then submitted to the commissioner of co-operatives for approval

-The registrar then approves the by-laws and issues a certificate of registration

-If the members are unable to draw up their own by-laws, the co-operative societies Act of 1966 can be adopted in part or whole

Management

-A co-perative society is composed/run by a committee usually of nine members elected by the members in a general meeting

-The management committee elects the chairman, secretary and treasurer as the executive committee members, who act on behalf of all the members and can enter into contracts borrow money institute and depend suits and other legal proceedings for the society

-The committee members can be voted out in an A.G.M if they don’t perform as expected.

 

TYPES OF CO-OPERATIVES SOCIETIES IN KENYA

May be grouped according to;

Nature of their activities

  • Producer co-operatives
  • Consumer co-operatives
  • Savings and credit co-operatives

Level of operations

  • Primary co-operatives
  • Secondary co-operatives

Producer co-operatives

This is an association of producers who have come together to improve the production and marketing of their products.

Functions

  • Obtaining better prices for their members products
  • Providing better storage facilities for their products
  • Providing better and reliable transport means for moving the products from the sources to the market and building feeder roads
  • Providing loans to members
  • Providing services of grading, packing and processing to the members
  • Providing farm inputs e.g. fertilizers, seeds, insecticides e.t.c on credit to members
  • Educating and advising members on better methods of farming through seminars, field trips, films and demonstration

-In this type of co-operative members are paid according to the quantity of the produce a member has delivered to the society.

Examples,

KCC-Kenya Co-operative Creameries

K.P.C.U-Kenya Planters Co-operatives Union

K.G.G.C.U-Kenya Grain Growers Co-operative Union

  • Consumer Co-operatives

-These are formed by a group of consumers to buy goods on wholesome and sell them to the members at existing market prices.

-Their aim is to eliminate the wholesalers and retailers and hence obtain goods more cheaply

-The co-operatives allow their members to buy goods on credit or in cash

-Members of the public are also allowed to buy from the society at normal prices thereby enabling the society to make more profits

-The profits realized is shared among the members in proportion to their purchases i.ethe more a member buys, the buyer his/her share of profit

Examples;-Nairobi consumer co-operative union, Bee-hive consumer co-operative society and City-chicken consumer co-operative society

Advantages

  • Sell goods of high quality
  • Sell goods to members at fair prices
  • Sell goods to other people at normal prices thereby making more profit
  • Buy goods directly from the producers thereby eliminating middlemen. They are therefore able to make more profit
  • Can give credit facilities to the members
  • Can pay interest on capital to the members
  • Sell a variety of goods to the members at a place where they can easily get them

Disadvantages

Consumer co-operatives are not popular in Kenya because of the following

  • They face stiff competition from large scale retailers such as supermarkets and multiple shops who buy goods directly from the producers and sell-them to consumers at low prices
  • Cannot offer to employ qualified staff
  • Majority of their members have low income, so raising off capital is a problem
  • Kenya, being an agricultural country, produces enough subsistence goods for itself. It therefore does not require consumer co-operatives
  • Reluctance of non-members to buy from the shops lowers the turn-over
  • Mismanagement of the shops is rampant

Savings and credit co-operatives societies (SACCO’S)

-They are usually formed by employed persons who save part of their monthly salary with their co-operative society, through check-off system

-Their money earns goods interest and when one has a significant amount saved, he/she become entitled to borrow money from the society for any personal project e.g. improving their farms, constructing houses, paying school fees e.t.c

-The SACCOS charge lower interest on loans given to members than ordinary banks and other financial institutions.

-The societies have few formalities or requirements to be completed before giving a loan. These are:

  • Membership
  • Members salary
  • Members saving
  • Guarantee from fellow members

-Profits earned by the SACCO’S maybe shared among the members inform of dividends.

-Most SACCO’S have insured their members savings and loans with co-operative insurance services (CIS).This means if a member dies his/her beneficiaries are not called upon to repay the loan and the members savings/shares is given to the beneficiaries.

-They are the main institutions that provide loans to most people who do not qualify for loans from commercial banks because they do not ask for securities such as title deeds required by the bank.

  1. d) Primary co-operative societies

-These are co-operative societies composed of individuals who are either actual producers, consumers or people who join up together to save and obtain credit most conveniently

-Consumer co-operative societies and most SACCO’S are primary co-operative societies because they are composed of individuals.

-Most primary co-operative societies operate at the village level, others at district levels and a few at national levels.

  1. e) Secondary co-operative societies

-They are usually referred to as unions

-They are generally composed of primary co-operative societies as their members

-They are either found at district levels or at national levels.

Advantages of co-operative societies;

  • Since the properties of co-operatives are owned collectively, they are able to serve the interest of the members affectively
  • They have limited liability
  • Membership is free and voluntary
  • Members share profits of a co-operative through dividend that are given
  • They have improved the standards of living of their members through increased income from their produce and through savings from incomes.
  • Co-operatives benefit their members through giving them credit facilities and financial loans which they could not have got from local banks
  • They are run on a democratic basis i.e. all members have an equal chance of being elected to the management committee.
  • Many co-operatives are large scale organizations hence able to get the benefits of large scale organizations e.g low production costs leading to low prices of products
  • Co-operative enjoy a lot of support from the government and when they are in financial and managerial problems, the government steps in to assist them

Disadvantages

  • Majority of the co-operatives are small in size and therefore cannot benefit from economies of scale.
  • Members have a right to withdraw from the society and when they do, co-operatives refunds the capital back which might create financial problems to the society.
  • Corruption and embezzlement of funds is a problem for many co-operatives.
  • Most co-operatives are not able to attract qualified managerial staff hence leading to mismanagement.
  • Many suffer from political interference. Sometimes; the election of the management committee is interceded with by some people with personal interest in certain candidates hence the best person may not be elected to run the affairs of the society. This leads to poor management and inefficiency.
  • Members may not take keen interest in the affairs of a co-operative society because their capital contribution is small.

Dissolution of co-operative societies

-A co-operative society may be dissolved under any of the following circumstances.

  • Order from commissioner of co-operatives
  • Voluntary dissolution by members
  • Withdrawal of members from the society leaving less than ten members
  • If the society is declared bankrupt

LIMITED LIABILITY COMPANIES (JOINT STOCK COMPANIES)

Defn: A company; Is an association of persons registered under the companies act who contribute capital in order to carry out business with a view of making a profit. The act of registering a company is referred to as incorporation. Incorporation creates an organization that is separate and distinct from the person forming it.

-A company is a legal entity that has the status of an ‘’artificial person”.   It therefore has most of the rights and obligations of a human being. A company can therefore do the following;

 

  • Own property
  • Enter into contracts in its own name.
  • Borrow money.
  • Hire and fire employees.
  • Sue and be sued on its own right.
  • Form subordinate agencies, ie, agencies under its authority.
  • Disseminate or spread information.

The owners (members) of a company are referred to as shareholders

FEATURES OF COMPANIES (LIMITED LIABILITY COMPANIES)

A company in an artificial person and has the same rights as a natural person. It can therefore sue and be sued in a court of law, own property and enter into contracts in its own name.

The members have limited liabilities.

Companies have perpetual life which is independent of the lives of its owners. Death, insanity or bankruptcy of a member does not affect the existence of the company. (this is referred to as  perpetual existence or perpetual succession)

– A company is created for a particular purpose or purposes.

Formation

-People who wish to form company are referred to as promoters

The promoters submit the following documents to the registrar of companies:

Memorandum of Association

-This is a document that defines the relationship between the company and the outsiders. It contains the following:

  1. a) Name of the company/Name clause; -The name of the company must be started and should end with the word “Limited” (Ltd).This indicates that the liability of the company is limited.

-Some companies end their names with “PLC” which stands for “Public limited company” which makes the public aware that although it is a limited liability company it is a public not private.

  1. b) The objects of the company/objective clause;-This set out the activities that the company should engage in

-The activities listed in this clause serve as a warning to outsiders that the company is authorized in these activities only.

  1. c) Situation clause;-Every company must have a registered office where official notices and other communication can be received and sent
  2. d) Capital clause;-It also states that the amount of capital which the business can raise and the divisions of this capital into units of equal value called shares i.e. authorized share capital also called registered or nominal share capital.

-It also specifies the types of shares and the value of each share

  1. e)   Declaration clause:-This is a declaration signed by the promoters stating that they wish to form the company and undertake to buy shares in the proposed firm

-The declaration is signed by a minimum of seven promoters for public limited company and a minimum of two for private company.

-The memorandum of association also contains the names of the promoters

-The promoters signs against the memorandum showing details of their names, addresses, occupation and shares they intend to buy. Each signatory should agree to take at least one share.

  • Articles of Association

-This is a document that governs the internal operations of the company

-It also contains rules and regulations affecting the shareholders in relation to the company and in relation to the shareholders themselves.

-It contains the following;

  • Rights of each type of shareholder e.g. voting rights
  • Methods of calling meeting and procedures
  • Rules governing election of officials such as chairman of the company, directors and auditors
  • Rules regarding preparation and auditing of accounts
  • Powers, duties and rights of directors
  • Methods dealing with any alterations on the capital.

 

  • A list of directors with details of their names, addresses, occupations, shares subscribed and statements of agreement to serve as directors.
  • Declaration that registration requirements as laid down by law (by the companies act) have been met. The declaration must be signed by the secretary or a director or a lawyer.
  • A statement signed by the directors stating that they have agreed to act as directors.
  • A statement of share capital- this statement gives the amount of capital that the company wishes to raise and its subdivision into shares.

-Once the above documents are ready, they are submitted by the promoters to the registrar of companies. On approval by the Registrar and on payment of a registration fee, a certificate of incorporation (certificate of registration) is issued

-The certificate of incorporation gives the company a separate legal entity.

Sources of capital

  • Shares; The main source of capital for any company is the sale of shares.

-A share is a unit of capital in a company e.g. if a company states that its capital is ksh.100,000 divided into equal shares of ksh.10 each.

-Each shareholder is entitled to the company’s profit proportionate to the number of shares he/she holds in the company.

Types of shares;

  • Ordinary shares
  • Preference shares

Ordinary shares;-Ordinary shares have the following rights:

  • Have voting rights
  • Have no fixed rate of dividends. The dividends on them vary according to the amounts of profit made
  • They have a claim to dividends after the preference shares
  • If the company is being liquidated, they are paid last after the preference shares

Preference shares;-They have the following characteristics;

  • Have a fixed rate of sharing profits(dividends)
  • Have a prior claim to dividends over the ordinary shares
  • Have no voting rights
  • Can be redeemable or irredeemable. Redeemable shares are the ones that can be bought back by the company at a future date while irredeemable ones are ones that cannot be bought back
  • Can be cumulative or non-cumulative. Cumulative shares are the ones that are entitled to dividends whether the company makes profit or not. This means if the company makes a loss or a profit which is not enough for dividends in a certain year, the dividends to cumulative shares are carried forward to the next year(s) when enough profit are made

-Non- cumulative shares are the ones whose dividends are not carried forward to the following year(s)

  • Debentures

This refers to loans from the public to a company or an acknowledgement of a debt by a company

They carry fixed rate of interest which is payable whether profit are made or not.

They are issued to the public in the same way as shares.

They can be redeemable or irredeemable.

Redeemable debentures are usually secured against the company’s assets in which case they termed as secured debentures or mortgaged debentures.

NB: Where no security is given, the debentures are called unsecured /naked debentures.

  • Loans from bank and other financial institutions;-A company can borrow long term or short term loans from banks and other money lending institutions such as Industrial and Commercial Development Corporation [I.C.D.C]

These loans are repayable with interest of the agreed rates.

  • Profits ploughed back;-A company may decide to set aside part of the profit made to be used for specified or general purposes instead of sharing out all the profit as dividends. This money is referred to as a reserve.
  • Bank overdraft;-A customer to a bank may make arrangements with the bank to be allowed to withdraw more money than he/she has in the account.
  • Leasing and renting of property.
  • Goods brought on credit.
  • Acquiring property through hire purchase.

 

TYPES OF COMPANIES

  • PRIVATE LIMITED COMPANY

Private limited company has the following characteristics;

  • Can be formed by a minimum of 2 and a maximum of 50 shareholders, excluding the employees,
  • Does not advertise its shares to the public, but sells them privately to specific people
  • Restricts transfer of shares i.e. a shareholder cannot sell his/her shares freely without the consent of other shareholders.
  • Can be managed by one or two directors. A big private company may however, require a board of directors
  • Can start business immediately after receiving the certificate of incorporation without necessarily having to wait for a certificate of trading.
  • It does not have an authorized minimum share capital figure.
  • Has a separate legal entity and can own property, enter into contracts, sue or be sued.
  • Has limited liability.
  • Has a perpetual existence.

 

Formation

-It must have a memorandum of association, article of association list of directors, declaration signed by a director or lawyer and certificate of incorporation

Advantages of private limited company

  • Formation: The Company can be formed more easily than a public company. The cost of information is less than that of a public company
  • Legal personality: A private company is a separate legal entity from its owners. Like a person, it can own property, sue or be Sued and enter into contacts
  • Limited liability: Shareholders have limited liability meaning that they are not responsible for the company’s debts beyond the amount due on the shares
  • Capital: They have access to a large pool of capital than sole proprietorship or a partnership. They can borrow money more easily from financial institutions because it owns assets which can be pledge as security
  • Management: A private company has a larger pool of professional managers than a sole proprietorship or a partnership. These managers bring in professional skills in their own areas which are of great advantage to a private company
  • Assured continuity of the business: Death, bankrupty or withdrawal of a shareholder does not affect the continuity of the company
  • Trading: Unlike a public company a private company can commence trading immediately upon receiving a registration certificate.

Disadvantages of a private company

  • Returns: A private company, unlike sole proprietorship or a partnership, must submit annual returns on prescribed forms to the registrar of companies immediately after the annual general meeting
  • Capital: A private company cannot invite the public to subscribe to its shares like a public limited company. It therefore limited access to a wide source of capital.
  • Share transfer: The law restricts the transfer of shares to its members/shareholders are not free to transfer their shares
  1. II) PUBLIC LIMITED COMPANY;- Public limited companies have the following characteristics:
  • Can be formed by a minimum of 7(seven) shareholders and no set maximum.
  • Cannot start business before it is issued with a certificate of trading. This is issued after the certificate of incorporation and after the company has raised a minimum amount of capital
  • It’s managed by a board of directors.
  • The shares and debentures are freely transferable from one person to another.
  • It advertises its shares to the public/ invites the public to subscribe for/buy its shares and debentures.
  • Must publish their end of year accounts and balance sheets.
  • Must have an authorized minimum share capital figure.
  • Has a separate legal entity and can own property, enter into contracts, sue or be sued.
  • Has limited liability.
  • Has a perpetual existence.

Advantages of public limited company

  • Wide range of sources of capital :It has access to wide range of sources of capital especially through the sale of shares and debentures

-They can also borrow money from financial institutions in large sums and have good security to offer to the lenders.

  • Limited liability: Like private companies, public limited company’s shareholders have limited liability i.e. the shareholders are not liable for the company’s debts beyond the shareholders capital contribution.
  • Specialized management: PLC’S are able to hire qualified and experienced professional staff.
  • Wide choice of business opportunities: Due to large amount of capital a public company may be suitable for any type of investment
  • Share transferability: Shares are freely transferable from one person to another and affects neither the company’s capital nor its continuity.
  • Continuity: PLC has a continuous life as it is not affected by the shareholders death, insanity, bankruptcy or transfer of shares
  • Economies of scale: Their large size enables them to enjoy economies of scale operations. This leads to reduced costs of production which raises the levels of profit
  • Employee’s motivation: They have schemes which enable employees to be part owners of the company which encourages them to work harder in anticipation of higher dividends and growth in the value of the company’s shares.
  • Share of loss: Large membership and the fact that capital is divided into different classes’ means that the risk of loss is shared and spread.
  • Shareholders are safe guarded; Publicity of company accounts safeguard against frauds.

Disadvantages of public limited companies

  • High costs of formation: The process of registering a public company is expensive and lengthy. Some of the costs of information are legal costs, registration fees and taxes
  • Legal restrictions: A public company must comply with many legal requirements making its operations inflexible and rigid
  • Alienation of owners: Shareholders non-participation in management is a disadvantage to them
  • Lack of secrecy: The public limited companies are required by law to submit annual returns and accounts to the registrar of companies denying the company the benefit of keeping its affairs secret. They are also required to publish their end of year accounts and balance sheets.
  • Conflicts of interests: Directors may have personal interests that may conflict with those of the company. This may lead to mismanagement.
  • Decision making; Important decision are made by the directors and shareholders. The directors and shareholders meet after long periods which make decision making slow/delayed and expensive.
  • Diseconomies of scale: The large size and nature of business operations of public limited companies may result in high running/operation costs and inefficiency
  • Double taxation: There is double taxation since the company is fixed and dividends distributed to the shareholders are also taxed
  • Inflexibility: Public limited companies cannot easily change its nature of business in response to the changing circumstances in the market. All shareholders must be consulted and agree.

DISSOLUTION OF A COMPANY

The following are the circumstances that may lead to the dissolution of a company:

  • Failure to commence business within one year- If a company does not commence business within one year from the date of registration, it may be wound up by a court order on application of a member of the company.
  • Insolvency – when a company is not able to pay its debts, it can be declared insolvent and wound up.
  • Ultra- vires – this means a company is acting contrary to what is in its objective clause. In such a case, it may be wound up by a court order.
  • Amalgamation – two or more companies may join up to form one large company completely different from the original ones.
  • Court order – the court of law can order a company to wind up especially following complaints from creditors.
  • Decision by shareholders – the shareholders may decide to dissolve a company in a general meeting.
  • Accomplishment of purpose or expiry of period of operation – a company may be dissolved on accomplishment of its objects, or on expiry of period fixed for its existence.

 

 

 

THE ROLE OF STOCK EXCHANGE AS A MARKET FOR SECURITIES

DEFINATIONS

  • Stock: a group of shares in a public limited company
  • Stocks are formed when all the authorized shares in a particular category have been issued and fully paid for.
  • Stock exchange market: is a market where stocks from Quoted companies are bought and sold
  • Stock exchange markets enable share holders in public companies to sell their shares to other people, usually members of the public interested in buying them.
  • A Quoted Company: is a company that has been registered (listed) as a member of the stock exchange market.
  • Companies that are not quoted cannot have their shares traded in the stock exchange market.
  • Securities: this could either refer shares or documents used in support of share ownership.
  • Initial Public Offer (I. P. O): refers to situations in which a company has floated new shares for public subscription ( Has advertised new shares and has invited members of the public to buy them.
  • Secondary market: The market that deals in second hand shares i.e. the transfer of shares from one person or organization to another.

There is only one stock exchange market in Kenya i.e. The Nairobi Stock Exchange.

A person wishing to acquire shares will do so either at an IPO or in the secondary market. However, an investor cannot buy or sell stocks directly in the stock exchange market. They can only do so through stock brokers.

ROLES OF THE STOCK EXCHANGE MARKET

  • Facilitates buying of shares- it provides a conducive environment to investors who want to buy shares in different companies.
  • Facilitates selling of shares- it creates a market for those who wish to sell their shares.
  • Safeguarding investors’ interests- it monitors the performance of the already quoted companies and those found not meeting expectations are struck off. Companies who want to be quoted must also attain a certain standard of performance.
  • Provides useful information- it provides timely, accurate and reliable information to investors which enable them to make decisions on the investments to make. The information is passed on through mass media and stock brokers.
  • Assist companies to raise capital- it assists companies to raise capital by creating an environment through which companies issue new shares to members of the public in an IPO.
  • Creation of employment- it creates employment for those who facilitate the buying and selling of shares eg stock brokers, stock agents etc.
  • Raising revenue for the government- the government earns revenue by collecting fees and other levies/ dues from activities carried out in the stock exchange market.
  • Availing a variety of securities- it avails a variety of securities from which an investor can choose from. The market therefore satisfies needs of various investors eg investors who wish to buy from different companies can do so in the market.
  • Fixing of prices- the stock exchange market is in a position to determine the true market value of the securities through the forces of demand and supply. This is of great importance to both the buyer and the seller.
  • Measures a country’s economic progress- the performance of securities in the stock exchange market may be an indicator of a country’s economic progress e.g a constant rise in prices and volumes of securities traded within a given period of time would indicate that the country’s economy is positively growing.
  • Promotes the culture of saving- it provides investors with opportunities to channel their excess funds. Such people act as role models to other members of the society who may emulate them thereby promoting a saving culture.

 

  PUBLIC CORPORATIONS (STATE CORPORATIONS)

These are organizations formed by and/or controlled by the government (the government has a controlling interest). This means that the government owns more than 50% shares in the corporation. Where the government has full ownership, the organization is known as a parastatal

  • Public corporations are formed to perform certain/specific functions on behalf of the government.
  • They are formed to provide essential services that are generally in the public interest, and that may require heavy initial capital investment which few private investors can afford
  • They are formed by the act of parliament.

Examples

  • Kenya Railways corporation- provides railway transport
  • Telkom Kenya-provides telecommunication services
  • Postal corporation of Kenya
  • Industrial and commercial Development corporation (ICDC)- financial and management services
  • Mumias and Chemelil sugar companies.
  • Kenya air ways- provide air transport services. Etc

Characteristics/features of public corporations

  • They are formed by the government under the existing laws i.e formed by an act of parliament eg education act
  • Initial capital is provided by the government.
  • They are jointly owned by the government and members of public/private investors.
  • They are set up to perform certain specific functions on behalf of the government
  • They are managed by a board of directors appointed by the government or appointed by the government and the joint owners.
  • They have an entity of their own and can own property, enter contracts, sue and be sued
  • They have limited liability
  • Some operate without a profit motive while others have a profit motive

Formation

-Some are formed by an act of parliament while others are formed under the existing laws.

-When formed by an act of parliament, the Act defines its status obligations and areas of operation. The Act outlines the following;

  • Proposed name of the corporation
  • Aims and objectives
  • Goods or services to be produced and provided
  • Location(Area of operation)
  • The appointment of top executives
  • The powers of the Board of directors
  • The ministry under which it will operate

Management

-The public corporations are managed by a board of directors appointed by the president or the relevant minister.

-The chairman and the board of directors are responsible for the implementation of the aims and objectives of the corporations.

-The chairman of the board of directors reports to the government (president) through the relevant minister.

-The managing director who is usually the secretary of the board of directors in the chief executive officer of the corporation

 

 

Sources of capital

The initial capital is usually provided by the government as a vote of expenditure for the ministry concerned

-Those corporations jointly owned by the government and the public raise capital through the sale of shares

-financial institutions in form of loans

-Retained profits/profits ploughed back.

-Hire purchase.

Advantages of public corporations

  • Initial capital is readily available because it is provided by the government
  • Can afford to provide goods and services at low prices which would otherwise be expensive if they were left to the private sector.
  • Most of them produce goods and services in large quantities thereby reaping the benefits of large scale production
  • Some are monopolies. They hence enjoy the benefits of being a monopoly e.g. they do not have to incur costs advertising since there is no competition
  • They can be bailed out/assisted by the government when in financial problems
  • They have limited liability
  • Money for research and development can be made readily available by the government
  • Through corporations the government is able to remove foreign domination in the country
  • They can afford to hire qualified personnel.

Disadvantages of public corporations

  • They are managed by political appointees who may not have the necessary managerial know how.
  • When they make losses, they are assisted by the government and this could lead to higher taxation of individuals
  • Lack of competition due to monopoly leads to inefficiency and insensitivity to customers feelings.
  • Political interference may hamper efficiency in the achievement of set goals and objectives.
  • Decision making is slow and difficult because the organizations are large.
  • They may lack close supervision because of their large sizes.
  • There is embezzlement of large sums of money leading to loss of public funds
  • The government is forced to provide goods and services to its citizens in all parts of the country where at times its uneconomical to provide them because the costs of providing them may surpass the returns
  • Public funds are wasted by keeping poorly managed public corporations.
  • Diseconomies of scale apply in these business units because they are usually very large scale organizations e.g. decision making may take long.

Dissolution of public corporations

They can only be dissolved by the government due to;

  • Persistent loss making
  • Bankruptcy- where the corporation cannot pay its debts.
  • Change in the act of parliament that formed the corporation.
  • Mismanagement, resulting in poor management of the corporation.

 

TRENDS IN FORMS OF BUSINESS UNITS

  • Globalizations;

This refers to the sharing of worlds resources among all regions i.e where there are no boundaries in business transactions

Some companies referred to as multinationals, have branches in many parts of the world e.g coca-cola company

Globalization has been made possible and effective through the development and improvement of information and technology organization i.e

  • World website (internet); one can acquire and order for goods through the internet. This is referred to as Electronic Commerce (E- Commerce) and E- Banking.
  • Mobile phones technology has revolutionized ways of life and business and even remote areas have been opened up.

Business Amalgamations/combinations

This occurs when two independent business enterprises combine to form one large organization

                  Levels of combinations

  • Vertical combination; This is when businesses engaged in different but successive levels of production combine e.g. primary(extractive) level combines with secondary(manufacturing)level or secondary level combining with tertiary level.

Example; A company producing cotton (raw materials) combining with a textile industry.

  • Horizontal combination; This is where business enterprises of the same level combine e.g. secondary and secondary levels e.t.c

Types of Amalgamation/combination

Amalgamations whether vertical or horizontal can be achieved in these ways;

  • Holding companies

-A holding company is one that acquires 51 percent or more shares in one or more other companies.

-The various companies entering into such a combination are brought under a single control.

-These companies are controlled by the holding company and are called Subsidiaries.

-The subsidiary companies are however allowed to retain their original names and status, but the holding company appoints some members to be on the board of directors of these subsidiaries, so as to control their activities.

-Holding companies are usually financial institutions because they are able to buy controlling shares in subsidiary companies

  • Absorptions (takeovers)

This refers to a business taking over another business by buying all the assets of the other business which then ceases to exist.

Example; Kenya Breweries took over the castle company in Kenya

  • Mergers( Amalgamation);

This is where two or more business organizations combine and form one new business organizations.

-The merging companies cease to exist altogether.

  • Cartels

This is a group of related firms/ companies that agree to work together in order to control output, prices and markets of their products – O. P. E. C (organization of petroleum exporting countries) is an example.

  • Privatization; this is the process of transferring / selling state owned corporations to public limited companies or private investors. This is done by the Government selling their shareholding to members of the public. The main aim is to:
  • Improve efficiency
  • Generate revenue for the government.
  • Reduce government control
  • To break monopolistic practices
  • To reduce government expenditure on corporations that relies on government subsidy.
  • Check off system this is a method of remitting money especially to SACCOS where the employer deducts the contribution from the source and submits it to the SACCO on behalf of the employee who is a member of the SACCO.
  • Burial Benevolent Funds (B. B. F); some SACCOS have started systems/ funds to assist their members financially in burials through creation of BBF.
  • Front Office Savings Account (FOSA); SACCOS have expanded their services to members by introducing FOSA. The account enables members to convinientlydeposit and withdraws money. A member may also be provided with an ATM card which enables him/her to withdraw money at various pesa points/ ATM’s.
  • Franchising ; this is where one business grants another the rights to manufacture, distribute or produce its branded products using the name of the business that has granted the rights eg General motors’ has been granted franchise to deal in Toyota, Isuzu and Nissan vehicles.
  • Trusts; This is where a group of Companies work together to reduce competition. Trusts may also be formed where a company buys more than 50% of shares in a competing company so as to reduce competition.
  • Performance contracts; Employees in state corporations are expected to sign performance contracts in order to improve their efficiency. Other private institutions are also adopting the same practice.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOPIC 2

GOVERNMENT AND BUSINESS

BY THE END OF THE TOPIC, THE LEARNER SHOULD BE ABLE TO:

  • Explain reasons for government involvement in business.
  • Explain how the government gets involved in business.
  • Discuss the merits and demerits of government involvement in business.
  • Discuss the importance of consumer protection.

INTRODUCTION

Government involvement in business activities is one of the commercial duties it owes its citizens. It is the one that provides the necessary environment for investments to be undertaken by itself, or by the local and foreign investors. This, the government may do in various ways, these include;

  • Producing goods and services
  • Distributing goods and services
  • Advising producers and traders
  • Promoting trade and economic development.
  • Protecting consumers against exploitation by producers and traders.
  • As a consumer of goods and services.

Reasons for Government involvement in business

The following are the major reasons for the government’s involvement and participation in business activities;

  • To prevent exploitation of the public by private business persons especially in the provision of essential goods and services such as sugar, transport, communication etc. the Kenya Bureau of standards (KEBS) regulates the quality of goods consumed in Kenya.
  • To provide essential goods and services in areas where private individuals and organizations are unwilling to venture because of low profits/ high risks involved.
  • To provide essential goods and services which private organizations and individuals are unable to provide due to the large amount of initial capital required b e.g. generation of electricity, establishment of airlines etc.
  • To attract foreign investment by initiating major business projects.
  • To stimulate economic development in the country e.g. by providing social services.
  • To provide goods and services which are too sensitive to be left in the hands of the private sector e.g. provision of firearms.
  • To create employment opportunities by initiating projects such as generation of electricity.
  • To prevent foreign dominance of the economy by investing in areas where the locals are not able to.
  • To redistribute wealth where returns are very high.
  • To prevent establishment of monopolies.

METHODS OF GOVERNMENT INVOLVEMENT IN BUSINESS

The government gets involved in business activities through the following methods:

  • Regulation

This refers to Rules and restrictions the government requires business units to follow in their business activities. Through this method, the government ensures high quality goods and services and puts in control measures to protect consumers from exploitation. The government regulation measures include;

  • Licensing

A license is a document that shows that a business has been permitted by the government to operate. It is usually issued upon payment of a small fee.

Licensing is the process of issuing licenses to businesses. Some of the reasons why the government issues licenses include;

  • Regulating the number of businesses in a given place at any given time to avoid unhealthy competition.
  • To control the type of goods entering and leaving the country.
  • To ensure there are no illegal businesses.
  • To ensure that traders engage only in trade activities that they have been licensed for.
  • To ensure that those who engage in professional activities meet the requirements of the profession.
  • To raise revenue for the government.
  • Ensuring standards/ enforcing standards; The government regulates business activities by setting standards that businesses should and ensuring that the standards are adhered to. To achieve this purpose, the government has established bodies such as;
  • Kenya bureau of standards (KEBS) whose main responsibility is to set standards especially for the manufactured goods and see to it that the set standards are adhered to/ met. Goods that meet such standards are given a diamond mark of quality, to show that they are of good quality.
  • The ministry of public health to ensure that businesses meet certain standards as concerning facilities before such businesses can be allowed to operate. Such standards may include clean toilets, clean water and well aerated buildings.

 

  • Legislation; The Government may come up with rules and regulations (laws) that regulate business activities e.g. banning hawking in certain areas, matatus required to carry certain number of passengers e.t.c.
  • Training

The government takes keen interest in training and advising people in business about business management strategies and better ways of producing goods and services. The government offers these services through seminars and courses. This is mainly done by the Kenya Business Training Institute (K.B.T.I).

Reasons for government training include;

  • To expose business persons to modern developments in management.
  • Introduce modern technology and skills in management
  • Educate the business people on efficient methods of operating a business e.g., effective methods of advertising and keeping books of accounts.
  • Expose business people to problems/ challenges facing them and their possible solutions for example, problems of raising capital and identifying investment opportunities.
  • Impart proper business ethics e.g. good customer relations and honesty.
  • Creating awareness of the available profitable business opportunities in their environment.
  • Expose business people to government policies regarding business activities in the country.
  • Educate business people on how to use available resources to minimize costs and maximize profits.
  • Expose people to other opportunities that exist in the import and export market.
  • Trade promotion

This is a government initiated and supported policy to encourage local business people to enter into business. This is aimed at increasing the volume and variety of goods and services traded in.

Trade promotion is classified as either external trade promotion or internal trade promotion.

  • External trade promotion
  • The purpose of external trade promotion is to encourage local business people to enter into the export market.
  • It also intended to attract foreign investors into the country.
  • In Kenya, external trade promotion is done through the department of external trade in the ministry of trade and industry.
  • External trade promotion may also be done by Commercial attaches.

Commercial attaches are officers sent by the country’s government to work with the embassies in foreign countries as support staff in the field of commerce. Their main duty is to look at the interests of their home countries’ exports eg cash crops and manufactured goods.

Duties of commercial attaches

  • Explore and identify new markets for more export opportunities.
  • Research and analyze markets for exports from their home countries.
  • Keep statistics of products such as volumes, packaging size and method of manufacturing.
  • Attend meetings, seminars and workshops on trade patterns of the countries and keep data for new markets of exports.
  • Publish and advertise their country’s exports in business journals and magazines.
  • Select buyers, agents and distributors of the home country’s exports.
  • Inform traders in their home countries of the standards required for exports.
  • Assist sales missions from their home countries by organizing educational tours for them.
  • Organize visits to trade fairs and exhibitions for business people from their home country.
  • Make detailed reports on commercial activities that may help improve the exports of their countries.

To perform these duties, the commercial attaché needs to:

  • Keep information on prices paid for exports and terms of payments( conditions to be filled before the payment is made)
  • Be aware of the rules that govern payment in international trade.
  • Be aware of the working of the regional organizations that operate in developing countries such as the East African Community (E. A. C), Inter-Governmental Authority for Development (I.G.A.D), Common Market for Eastern and Southern Africa (COMESA), Economic Commission for Africa (E.C.A) and African Growth Opportunity Act (A.G.O.A).
  • Internal trade promotion

This is done by the government through the ministry of trade. The ministry carries out various activities

CONSUMER PROTECTION

Definition:

  • These are measures by either, the government, NGOs or consumers to avoid exploitation of consumers by business people.
  • It is the deliberate attempt to safeguard consumer against exploitation or malpractices in business.

Need For Consumer Protection

  1. To protect them against sale of poor quality goods and services.
  2. To protect them against sale of goods and services under unhygienic conditions and environment.
  3. Protect them against sale of harmful goods and services.
  4. Protect them against breach of contract.
  5. To protect them against overpricing of goods services.
  6. To protect them against hoarding of goods and services this may create artificial shortages.
  7. Protect them against cheating through misleading or false advertisements.
  8. To protect them against sale of underweight goods and inadequate services.
  9. Protect them against sale of socially unacceptable goods and services. For example, pornographic materials.
  10. Protect them against dangers that arise due to contamination of the environment.
  11. Protect them from dangers that may arise from the use of unsafe building.
  12. Protect them against sale of illegal goods and services.

METHODS OF CONSUMER PROTECTION

Government initiated methods

  1. Enactment of laws that safeguard interest of consumer such as:
  • Kenya Bureau Of Standards (KEBS) Act to ensure standards of goods are maintained
  • Trade Description Act to guard against false or misleading advertisement.
  • Food And Drug Act to ensure that products are not harmful
  • Public Health Act to ensure safety and health standards are met.
  • Trade Licensing Act.
  • Weight And Measures Act to ensure goods are of the right weight.
  • Hire-Purchase Act to guard against unfair repossession of goods.
  1. Encourage formation of consumer organizations to cater for the interests of consumers.
  • Encouraging businesses to conduct their affairs in a way that is not detrimental to the interest of consumer.

 

Consumer initiated methods

These are methods by the consumers to protect themselves from exploitation by business people by forming consumer associations.

Functions of consumer associations

  • Deals with complaints on defective goods.
  • Ensure regular supply of goods: no hoarding
  • Ensure correct weight and measures of commodities.
  • Ensuring availability of goods and services.
  • Educating members on their rights as consumers.
  • Ensure health and safety regulation are followed.

Limitations of consumer initiated methods

  • Lack of government support
  • Lack of capital to finance the associations
  • Ignorance of consumers on their rights.
  • Lack of initiative from consumers in checking trader’s performance.
  • Reluctance of many consumers to join these associations so that they may voice their complaints as a group.

Non-governmental Organisations (NGOs)

  • Involve in consumer protection by informing consumers on their rights e.g right to true advertisement.
  • Ensures standards are maintained by both producers and traders.

Emerging issues in business and government

  • Corruption – this has lowered profit in that most firms affected perform poorly.
  • Market liberalization – is the removal of protection policies and regulations so that the Kenyan market is open to all.
  • Privatization- is the conversion of public enterprises. Privatization has enhanced efficiency of enterprises to make profit.
  • Dumping – occurs when firms sell goods at lower prices overseas than in its home market. This affects local products by denying them market and capacity to survive and expand.
  • HIV/AIDS- the government is losing a lot of competent trained manpower through HIV/AIDS

 

 

T0PIC 4

COMMUNICATION

Meaning of communication

  • Communication is the transfer or conveyance of messages or information from one person to another.
  • Communication is the process of sending and receiving meaningful messages, information and ideas between two or more people located at different points in space.

Note: The space between the sender (s) and the receiver (s) maybe as narrow as when people are talking to each other or as wide as between the North Pole and the South Pole.

Effective communication is vital/important for business in that it serves the following purposes.

Importance of communication (purposes)

  • To give and obtain information

For an organization to run smoothly there should be proper flow of information within the business and also between the firm and outsiders e.g. the manager may inform members of staff about a planned meeting. Similarly the business may receive a letter of inquiry from a customer

  • To clarify issues and points

Through proper communication the organization is able to clarify confusing issues from within and without the firm for example in cases where there are many managers. It would be necessary to clarify the responsibilities of each manager.

  • To enhance public relations

Good/efficient communication enables the business to create a more positive image and a favorable reputation of itself to outsiders and overcome prejudices and negative attitudes that people may have against the business.

  • To start and influence Action

Proper communication enables the business to get new ideas make plans and ensure that they are implemented in the desired way.

  • Improving customer service; Good communication helps in reducing errors providing customers with desired feedback and assisting in handling inquiries more efficiently
  • Giving instructions; Through proper communication management is able to get work done by issuing instructions (procedures and orders)e.g. a supplier may be instructed when and where to deliver the goods ordered.
  • To give Reassurance; Information is needed to reassure people that their performance is good e.g. an employee may feel better is he/she is served with a “will done”memo or a “customer of the year” award.
  • Confirming arrangements; Through communication arrangements are confirmed for example confirmation of meetings conferences or details of transactions
  • Co-ordinating departments of the firm; Charges in one department are communicated to other departments that have a direct bearing to those changes e.g. when sales increase the sales department informs the production department so as to increase production proportionality
  • Modifying behavior of persons within or outside the organization; Through effective communication persons are trained and counseled and as a result their behavior knowledge and attitudes change

Communication process

Communication is a process that involves interchange of information and ideas between two or more people. Communication therefore is a circular process i.e communication may lead to some reaction which in turn may generate further communication

or feedback. This flow can be illustrated as below:

(2) Message

(3) Receiver

Message                                                                                   3

Receivercdddd

  • Sender

Sender

(4) Feed back

Feedback

  • Sender –this is the person who writes, speaks or sends signs (symbols or signals) and is the source of the information.
  • Receiver – this is the person to whom the information or the message is sent.
  • Message – this is the information that is transmitted from the sender to the receiver. It may be spoken, written or in the form of symbols.
  • Feed back – this is the response to the sender’s message. A message is said to have been understood if the receiver provides the desired feedback.

Lines of communication

Communication can be classified according to either the levels of the communicating parties or according to the nature of the message.

  • According to levels-This can either be:
  1. I) Vertical
  2. ii) Horizontal

iii) Diagonal

 

  • Vertical communication

This is where messages are passed between a senior and her/his juniors in the same organizations

Vertical communication can be divided into two parts

Downward communication

-Upward communication

-Downward communication-This is a communication process which starts from the top manager to her/his juniors. This can be informed of:

  • Training juniors
  • Evaluating performance
  • Delegating duties
  • Solving the problems facing workers
  • Inspiring and motivating the juniors(giving rewards)

-Upward communication-This is a communication process that starts from the juniors to the seniors and maybe in the form of:

  • Submitting reports
  • Giving suggestion
  • Submitting complaints a grievances
  • Making inquiries
  1. ii) Horizontal communication (lateral communication)

This is communication between people of the same level (rank) in the same organization e.g. departmental heads in an organization may communicate to achieve the following:

  • Co-ordination and harmonization of different activities.
  • To create teamwork within the department.
  • To exchange ideas in order to develop human resources.
  • To reduce goal blindness among different departments.
  • To create a sense of belonging among department heads thus acting as a motivating factor.

One of the major characteristics of this type of communication is that there are less inhibitions. The people involved are more open and free with each other than in the case of people with different ranks.

 

 

iii) Diagonal communication

This is communication between people of different levels in different departments or different organizations e.g. an accounts clerk may communicate with a sales manager of the same organization or of different organizations. Diagonal communication enhances team work.

  1. b) According to nature of message

This can either be;

  1. i) Formal communication
  2. ii) Informal communication

Formal communication

This is the passing of messages or information using the approved and recognized way in an organization such as official meetings, memos and letters. This means that messages are passed to the right people following the right channels and in the right form.

Formal communication is also known as official communication as it is the passing of information meant for office purposes.

Formal systems of communication are consciously and deliberately established.

Informal communication

This is communication without following either the right channels or in the right form i.e. takes place when information is passed unofficially. It is usually used when passing information between friends and relatives hence it lacks the formality.

Informal communication may also take the form of gossips and rumor-mongering.

Informal communication usually suppliments formal communication as is based on social relations within the organization.

Note: Both formal and informal communication is necessary for effective communication in an organization.

Essentials of Effective communication

For communication to be effective it must be originated produced transmitted received understood and acted upon. The following are the main essentials to effective communications.

  1. i) The sender/communicator

This is the person from whom the message originates. He/she encodes the message i.e. puts the message in the communicative form.

  1. ii) Message

This is the information to be sent. It is the subject matter of communication and may contain words, symbols, pictures or some other forms which will make the receiver understand the message

iii) Encoding; This is the process of expressing ones ideas in form of words, symbols, gestures and signs to convey a message

iv)Medium/channel;  This refers to the means used in communicating. This could be in the form of letters, telephones and emails among others.

v)The receiver; This is the person for whom the message is intended. The receiver decodes the message for proper understanding.

vi)Decoding; This is the process of interpreting or translating the encoded message to derive the meaning from the message

vii) Feed-back; This refers to the reaction of the receiver of the message. This maybe a reply /response which the receiver sends back to the sender.

The above can be represented in a diagram as shown below;

Receiver (5)

Channel (4)

Encoding (3)

Message (2)

Decoding (6)

Sender (1)

Feedback (7)

FORMS AND MEANS OF COMMUNICATION

Forms; These are channels or ways of passing on messages. The four main forms are;

  1. i) Oral communication
  2. ii) Written communication

iii )Audio –visual communication

  1. iv) Visual communication

Means; This is the device used to pass on information e.g. messages, letters, telephones e.t.c

  • Oral communication

This is where information is conveyed by talking (word of mouth)

It is also known as verbal communication

                                                                Means of communication

  1. i) Face-to-face conversation

This involves two or more people talking to each other. The parties are usually near each other as much as possible to ensure effective communication.

It is suitable where subject matter of discussion require convincing persuasion and immediate feed-back.

It may be used during meetings, interviews, seminars, private discussions, classrooms e.t.c

It is the most common means of oral communication

Advantages of face-to-face communication

  • Provides for immediate feedback
  • Has personal appeal
  • Body language can be easily expressed
  • One can persuade or convince another
  • It is the simplest communication to use
  • It is direct i.e. does not pass through intermediaries
  • Convenient for confidential messages.

Disadvantages of face-to-face communication

  • No record for future reference
  • Can be time consuming
  • Messages can be distracted
  • Not suitable when people are far apart
  • Unsuitable for the dumb and deaf

ii)Telephone

This form of communication is commonly used in offices and homes. It is useful in sending messages quickly over short and long distances.

It is however not suitable for sending;

  • Confidential messages
  • Long and detailed reports, charts and graphs
  • Messages that would require reference or evidence

In Kenya telephone services are mainly provided by Telkom Kenya Limited. The subscriber is required to purchase the telephone equipment from the post office or other authorized dealers before installation.

Installation is done on application by the subscriber (applicant).He/she pays the installation fee in addition; the subscriber is sent a monthly bill with the charges for all the calls made during the month.

The charges for calls depend on the time spent time of the day of the week and distance of the recipient from the caller e.g. it is cheaper to call at night than during the day. It is also cheap to make calls during public holidays and weekends than on weekdays.

There are also mobile phones which have no physical line connection to exchange and may be fixed to a vehicle or carried in pockets. In Kenya these services are provided by safaricom, Airtel, orange and Yu mobile communications.                                                         

       Advantages of Telephones

  • Relatively fast
  • Has personal appeal
  • Provides for immediate feedback
  • One can persuade or convince another
  • Suitable for long distance communication

Disadvantages of Telephone

  • Can be expensive especially over long distances
  • No record for future reference
  • Lacks confidentiality
  • Not convenient for dumb and deaf
  • Can be time consuming

Reasons why mobile phones have become popular

  • They are portable and can be conveniently carried around.
  • It is not very expensive especially when making local calls.
  • Relatively cheap to acquire.
  • Some mobile phones can record conversations / calls thereby acting as evidence.
  • Can be used to send short text messages (sms)
  • Can be used anywhere since they are portable.

iii) Radio calls

This involves transmitting information by use of radio waves i.e. without connecting wires between the sender and the receiver

The device used is called a radio telephone. It is commonly used in remote areas where normal telephone services are lacking or where telephone services are available but cannot be conveniently used e.g. policemen on patrol in different parts of a town

Radio transmission is a one way communication system i.e. only one person can speak at a time. It is therefore necessary for the speaker to say’over’ to signal the recipient that the communication is through so that the recipient can start talking. To end the conversation, the speaker says ‘over and out’

The radio calls are commonly used by the police, game rangers, researchers, foresters, ship owners and hotels situated in remote areas. They are also used for sending urgent messages such as calling for an ambulance and fire brigade

Note; Radio calls are not confidential since they use sound frequencies that can be tapped by any radio equipment that is tuned to that frequency

Advantages of Radio calls

  • Relatively fast
  • Has immediate feedback
  • Has personal appeal
  • Provide room for one to persuade and convince another
  • Suitable for remote areas
  • Convenient for long distances

Disadvantages of Radio calls

  • No record for future reference
  • Lacks confidentiality
  • Messages are sent one way at a time
  • Can be expensive
  • Cannot be used by dumb and deaf
  • Can be time consuming.
  1. iv) Paging

This is a means of communication used to locate staff or employers who are scattered in an organization or who are outside and need to be located urgently

When within the organization portable receivers, lighted signals, bells, loudspeakers etc are used

When outside the organization employees are contacted using portable receivers (pocket-size) used to send messages through sms (short message services)

The paying system can only be used within a certain radius. When using a portable receiver, the caller will contact the subscriber by calling the post office which will then activate the pager.

The subscriber is then informed to contact the originator of the message.

Paging is mostly used in emergency cases

v)Radio

Usually messages intended for a wide audience can be transmitted through a radio more quickly and economically than by using other forms of communication.;`

Radio is used for different reasons apart from advertising e.g for formal notices, and venue for activities

Advantages of oral/verbal communication

  • Very effective method of communication since the recipient can be persuaded/convinced
  • It is relatively faster method of communication
  • The sender can get immediate feedback
  • It indicates some sence of regard hence more appealing.

               Disadvantages of oral/verbal communication

  • Has no records for future reference
  • Is an expensive method especially if the two parties are far apart
  • Is not good for confidential messages
  • It is not suitable for confidential messages
  • It may be time wasting especially where one needs to be convinced

Written Communication

This involves transmission of messages through writing. It is the most formal way of communication because the information is in recorded form and can be used for reference

Means of written communication

                 (i)Letters

Letters are the most commonly used means of communication.

There are two categories of letters;

a)Formal letters

  1. b) Informal letters
  2. a) Formal letters; These include business letters and official letters.

Business letters are written to pass messages and information from businessmen to customers and vice versa e.g. letters of inquiry and acknowledgement notes.

It can also be used between employees and employers in an organization e.g. a complimentary note.

Official letters are letters between people in authority and others that touch on the activities of the organization e.g. an application letter for an advertised vacancy in an organization.

Formal letters have a salutation clause which usually starts with “Dear Madam “or “Dear Sir”. It also bears the addresses of both the sender and the recipient, a subject heading and a complimentary clause ending with “Yours faithfully”.

 

  1. b) Informal Letters; these are letters between friends and relatives

They are also known as Personal letters

  1. ii) Telegrams

This is a means of communication provided by the post office. The sender obtains the telegram form fro the post office and fills the message on it in capital letters and hand it over to the post office employees at the counter. Alternatively the sender may use a telephone to read the message to the post office. The post office then transmits the message to the recipient post office.

The charges of a telegram are based on the number of words used, the more the words used the higher the charges. However there is a standing charge.

Telegrams are used for sending urgent messages.

Note; Due to changing technology telegrams have lost popularity. Short messages can now be sent by cell phones (mobile phones) using the short messages services (sms)

iii) Telex

This is a means of communication used to send short or detailed messages quickly by use of a teleprinter. The service is provided by the post office on application.

A message is sent by use of two teleprinters one on the senders end and another on the recipients end. When sending information through a teleprinter which is a form of electric typewriter producing different electric signals, its keys are pressed and automatically the message is printed at the recipient’s machine.

Telex saves time for both the sender and recipient as the messages are brief precise and received immediately. However it’s an expensive means of communication

  1. iv) Facsimile (Fax)

This involves transmission of information through a fax machine. Both the sender and the receiver must have a fax machine. These machines are connected using telephone lines

Fax is used to transmit printed messages such as letters, maps, diagrams and photographs. To send the information, one dials a fax number of the required destination and then the document is fed into the sender’s machine. The receiving machine reproduces the document immediately. It is used for long distance photocopying service.

  1. v) Memorandum (Memo)

This is printed information for internal messages within an organization. It is normally used to pass information between departments or offices in an organization.

Memoranda have no salutation or complimentary clause. They are suitable for informing the officers within an organization of matters related to the firm.

A memo is pinned on the notice board of an organization if it is meant for everybody otherwise passed to the relevant staff.

 

 

  1. vi) Notice

This is a written communication used to inform a group or the public about past current or future events. It is usually brief and to the point. It can be placed on walls, in public places, on trees, in newspapers or on notice boards

viii) Reports

These are statements/within records of findings recommendations and conclusion of an investigation/research. A report is usually sent to someone who has asked for it for a specific purpose.

viii) Circulars

These are many copies of a single letter addressed to very many people when the message intended for each is the same.

  1. ix) Agenda

This is an outline of the items to be discussed in a meeting. It is usually contained in a notice to a meeting sent in advance to all the participants of the meeting. The notice of the meeting contains;

  • The date of the meeting
  • The venue of the meeting
  • Time of the meeting
  • Items to be discussed
  1. x) Minutes

These are records of the proceedings of a meeting. Keeping minutes of certain meetings is a legal requirements e.g companies

Keeping minutes for other meetings are for management purposes to ensure that decisions made at the meetings are implemented

Advantages of written communication

  • It can be retained for future reference
  • Some like letters are relatively cheap(can produce many copies)
  • It is suitable for confidential messages
  • Allows for inclusion of fine details
  • It is not prone to distortion of messages
  • Can be used as evidence
  • Can be addressed to many people.

 

 

Disadvantages of written communication

  • It lacks personal appeal
  • It takes time to prepare and reach the recipient
  • Suitable for the literate only
  • Immediate feedback may not be possible
  • Does not offer room for persuasion and convincing
  • It may be expensive because it involves a lot of paperwork and time.
  • Not suitable if the sender and the receiver do not share a common language.

3) Visual Communication

This is the process of passing information by use of diagrams, drawings pictures, signs, and gestures e.t.c

  • Photographs

A photograph is an image (visual representation of an object as it appeared at the time when the photograph was taken

Photographs are self-explanatory and may not be accompanied by any narration or explanation. The recipient is able to get the message at a glance.

  1. b) Signs

Refer to marks, symbols, drawings or gestures whose purpose is to inform the public about such things as directions, distances, dangers and ideas.

Examples; road signs, traffic lights and danger signs on electricity poles

This means of communication can only be effective if the meaning of the sign used is understood.

Graphs; These are used to show and illustrate statistical information

Charts; These are diagrams which show or illustrate the flow of an idea e.g. an organization chart illustrates the whole organization structure indicating the chain of command

Advantages of visual communication

  • It can be used to pass confidential information

The information may be obtained at once

Disadvantages of visual communication

  • Can only be used by people who can see
  • The information may be wrongly interpreted
  • It may be an expensive method of communication
  • Cannot be used for long distances

4) Audio-Visual communication

This is a form of communication in which messages are sent through sounds and signs .

This form of communication ensures that the receiver gets the message instantly.

It is suitable where both the sender and the receiver know the meaning of specific sounds and signs

Means of Audio-visual communication

  • Television (TV); This is a device that transmits information inform of a series of images on a screen accompanied by sound. It is a very effective method of communication since it combines the advantages of image and sound

A television can be a very suitable means of sending urgent messages especially when it gives live coverage of events.

  • Siren; This is a device used to produce a loud shrill sound accompanied by a flashing light. It is commonly used by the police, ambulances, and the fire brigade and security firms to alert the public of the danger involved e.g. the ambulance siren conveys the message that somebody is seriously sick and therefore other motorists should give way.

Advantages of Audio-visual communication

  • It reaches many people
  • It is more appealing than other means of communication
  • Reinforces verbal communication
  • May have a lasting effect on the receiver
  • Suitable where receivers are illiterate.

Disadvantages of Audio-visual communication

  • It is suitable to those people who can interpret the messages correctly
  • It is not suitable for confidential messages
  • Preparation may take long.

5) Audio Communication

This is when the message is transmitted through sounds. Examples include

  • A whistle; This is a device which is blown to produce a sharp shrill sound to alert or warn the public or employees in an institution. It is normally used by security guards when there is danger. In some organization, a whistle is used to announce change in shifts
  • Horn; This is also an instrument that is used to produce sound which passes different information depending on the way it is blown.

Other methods of audio communication include drums, alarms, and bells among others

Advantages of Audio communication

  • Is a faster method of communication
  • It can reach several people at once
  • The message is received instantly

Disadvantages of Audio communication

  • The message may be interpreted wrongly
  • It can only be used within a certain radius at a time
  • It distracts people’s attention

FACTORS TO CONSIDER WHEN CHOOSING MEANS OF COMMUNICATION

  • Speed; Speed is an important factor when the message is urgent. In such a case telex, fax, telephone, telegram or e-mail would be the most suitable means of communication. Otherwise ordinary mail would be used
  • Cost; The cost incurred in using a means of communication vary from one means to another e.g. it is cheaper to send messages by ordinary mail than by telegram or telex
  • Confidentiality; Some messages are quite confidential and are intended for certain person only. Where confidential messages are involved, appropriate means should be used e.g. registered mail or internal memo enclosed in an envelope
  • Distance; The geographical gap between the sender and recipient is very important in determining the means of communication to be used. Some means are suitable for long distances while others are not.Paging and sirens are suitable for short distances. For long distances, fax letters, telephone.g,e-mail may be appropriate
  • Evidence, Some means of communication do not provide record of the message communicated while others do. All means of written communication provide evidence of messages communicated.
  • Reliability; This is the assurance (certainty) that the message will reach the intended person at the right time in the right form. Face-to-face communication is more reliable than other forms of communication because one can ask for clearly and get answers immediately. For some written information, courier service may be preferred
  • Accuracy; This refers to the exactness of the message communicated as intended by the sender. Written messages are generally more accurate than other means of communication.
  • Desired impression; The impression created upon the recipient of a message is very important e.g. a telegram or speed post mail will carry some sence of urgency, registered mail will create an impression of confidentiality while use of colourful and attractive letterheads would convey a good image of the business.
  • Availability; One may want to telephone, for example, but the services are not there so the person would be forced to use alternative means e.g. letters or radio call.

BARRIERS TO EFFECTIVE COMMUNICATION

  Communication is said to be complete only when the recipient gets the message the way the sender intends it to be. When information is not received the way it was intended then it has been distorted. Distortion of a message is brought about by some communication barriers which may exists in the path of the message between the sender and the recipient. Some of these barriers are;

  • Language used; the  language used by the sender  should be known (understood) by the recipient  so that communication can take place
  • Poor Listening; the effectiveness of communication will depend on the willingness of the recipient to listen keenly .listening require careful attention and concentration. It may however be the task of the sender of the message to attempt to gain the attention of the listener. Through his/her choice of words and expression among others.
  • Negative Attitude; Attitude refers to the feelings of the communicating parties towards each other. It is important that there exists a mutual feeling of trust and respect between the parties concerned in order to avoid bias .If there is mistrust and prejudice then there may be deliberate or unintentional misunderstanding of the message involved.
  • Poor Timing ; poor timing leads to breakdown in communication , therefore  for effective communication to take place the message must  be sent and received at an appropriate time, eg  a message sent when one is in a hurry may not  be properly received or delivered
  • Wrong medium ; the medium used  to communicate must be appropriate  for the message being conveyed otherwise there may breakdown in communication  eg one may not convey a confidential message over the telephone effectively
  • Prejudgment ; our understanding of the message is often conditional by our earlier experiences  and knowledge this may make one individual  draw premature conclusion eg a student who  always fail in a subject and this time round has improve may be failed by the teacher  because he has always failed in the past .
  • Ambiguities it occurs when the sender express in a manner which leads to wrong interpretation. When the rec eiver interprets the message differently it automatically leads to communication breakdown.
  • Emotional responses; emotional responses such as those resulting from hunger or excitement may lead to distortion of message.
  • Unclear System within the organization ; if the channel of passing information in an organization are not clear then the message will not get to the right people for whom the messages intended
  • Noise it refers to any disturbing sounds which interfere with concentration or listening ability of the recipient of the message the presence of noise may make it impossible for any message to be received in the right way.
  • Unfamiliar Non verbal signals; lack of understanding of non verbal sign may be a barrier to effective communication.

 

 

SERVICE THAT FACILITATE COMMUNICATION

Services that facilitate communication include;

  • Mailing services
  • Telephone services
  • Broadcasting services

Mailing services

This refers to handling of letters and parcels. They are offered by organizations such as postal corporation of Kenya (P.C.K) securicorl courier and Document handling Limited (D.H.L)

Some of the services offered by the postal corporation include;

  • Speed post; This is service offered by the post office to send correspondence and parcels to a destination in the shortest time possible. The post office uses the quickest means of transport available to deliver the mail.

The sender pays the normal postage fee plus a fee for special service. An example of such a service is Expedited Mail Service(EMS) speed post

  • Ordinary Mail

These include surface mail and air mail.

Surface Mail; These include letters and parcels delivered by road, rail, water and hand.

Air Mail; This consists of letters and light parcels delivered by air.

  • Express Mail;

An express mail is/must be presented at the post office counter by the sender and the envelope clearly addressed and a label with the word “express” affixed. Normal postage plus an extra fee (commission) is charged

The mail is delivered to the receivers nearest post office from where the post office makes arrangements to deliver the mail to the receiver within the shortest time possible.

NOTE: For speed post special arrangements to deliver the mail start at the sender’s post office whereas express mail, the arrangements start at the addressers post office.

  • Poste Restante;This is a service offered by the post office to travelers who may wish to receive correspondence right away from their post office box. The addressee has to inform those who may wish to correspond with him/her of the nearest post office he is likely to use at a particular time

Under this arrangement when addressing the letter, the words poste Restante must be written on the envelope clearly. The addressee must identify himself/herself when collecting the correspondence from the post office.

There is no additional charge made apart from normal postage charges. This service can only be offered for three months in the same town

  • Registered Mail;

This service is offered by the post office for sending articles of value for which security handling is required. A registration fee and a commission is paid. The commission depends on the weight of the article and the nature of registration. The sender is required to draw a horizontal and a vertical line across the faces of the envelope.

A certificate of registration is given to the sender. In case of loss,the sender may be paid compensation on production of the certificate of registration.

A green card is sent to the recipient. The card bears his name and the post office  at which the mail was registered. The recipient will be required to identify himself before being allowed to posses the mail.

Items that may be registered include jewels, certificate, land title deeds e.t.c.

  • Business Reply Service; This is a service offered by the post office to business firms on request. The firm pays some amount to the post office and an account is then opened from which posted charges are deducted.

The service is useful/more common with firms which would like to encourage their customers to reply their letters. Customers are issued with reply card envelopes (or envelopes marked ‘postage paid’)

They can send letters to the business by using these envelopes/the card. The customers then place the card/envelope in the post box and the firms post office branch will deduct postage charges from the lump some amount.

  • Courier Services

These are services where a service provider receives transports and delivers parcels or important documents to destinations specified by customers in return for payment of fees or charges.

Examples; Akamba bus service, Securicor courier services e.t.c

ii)Telephone services

  • Landline/fixed line services
  • Cellular (mobile)phone services
  • Land(Fixed)line services

Telkom Kenya, through the post office, provides telephone services which offer direct contact between people who are far apart. It makes conversation between people at any distance possible, as long as there are transmission facilities between them. Urgent matters can be discussed and consultations can take place so that instant decision or actions are taken. The telephone assists organizations to establish a fast and convenient machinery for its internal and external communication network.

  • Cellular(mobile)phone services

These are hand held telephones with digital links that use radio waves. They are sometimes called cell-phones since they use power stored in a dry cell

In Kenya mobile phone services are provided by safaricom Ltd.(a subsidiary of Telkom Kenya)and Airtel communications Ltd(formally Kencel Communication Ltd)which is a joint venture between a French company and a Kenyan company, yu mobile services and Orange mobile services . This sector therefore greatly benefits from foreign investment to improve services.

The use of this service is popular. Apart from the provision of telecommunication service, cell phones have different attractive features or services such as short messages service (sms) whereby a caller can send a written message. Recent models of mobile phones enable the user to access the internet and send e-mail messages

Advantages

  • They are portable
  • Written messages can be transmitted easily and cheaply through the short message service(sms)
  • Enables both local and international communication.
  • The cost of acquiring the equipment is relatively affordable
  • Direct feedback is possible
  • Has memory for storing written messages
  • Has got e-mail capability

Disadvantages

  • Some kinds of mobile phones are expensive to buy
  • Maintenance expenses of a mobile phone are high. They are also susceptible to damage and repair can be very costly
  • Users are greatly inconvenienced in case there is no network coverage
  • A special facility where the callers identity is known(displayed on screen)can be abused where recipient does not wish to answer the call
  • Mobile phones are a security problem. They are easy targets for thieves
  • There is a danger of the radio active rays or emissions negatively affecting the users health, if such emissions are not adequately controlled

iii) Broadcasting services

Communication commission of Kenya is a regulatory body that receives applications and issues licences for radio and television broadcasting stations.

  • Radio stations

Radio broadcasting is a very important mode of giving news and information to people in the whole world.

The liberalization of the communications sector in Kenya in 1999, Kenya has witnessed a mushrooming of F.m Stations which are owned by private sector operators e.g. Kiss Radio, Easy fm,Classic fm,Family fm,Kameme e.t.c

They have helped to spread news and information countrywide. Before liberalization, Kenya Broadcasting corperation (KBC) radio was operating as a state owned monopoly.

  • Television Stations

Television broadcasting (telecasting) does not reach as wide an audience as radio broadcasting in Kenya. It however serves the same purpose of relaying news and information to Kenyans. Both radio and television stations are widely used for advertising purposes.

The T.V subsector has been liberalized since 1999 and a number of privately owned stations have emerged e.g Kenya Television Network (KTN) Nation Television, Family T.V etc. Prior to that time KBC television was in operation as a state owned monopoly.

Other services that facilitate communication

  • Telex
  • Facsimile
  • Paging
  • E-mail

Current trends and Emerging issues in communication

With the advancement of information technology (I.T) there has been a lot of revolution in communication.

The following are some of the current trends and emerging issues in communication;

  • Telephone Bureaux(Bureaus)

These are privately owned kiosks where telephone services are sold. The owner of the kiosk must get authority from the service provider in order to run the bureau. The individual wishing to use the services of the bureau makes payments to the owner of the service. Other services offered by the bureau include selling of scratch cards for mobile telephones and credit cards for landline telephone services.

  • Mobile phones (cell phones)

These are hand held telephones with digital links that use radio waves. They have become an important business and social tool. This is because most people and traders want some flexibility to be able to communicate whenever they are.

Other reasons that have led to the popularity of cell phones include:

  • Pre paid services which enable the owners to control communication costs.
  • Most cellular phones now allow the owners to browse the internet, check and send mail. This allows business people to communicate research and even place orders.
  • Cellular phones have short message services (sms) which enables the owners to send written messages.
  • E- mail ( Electronic Mail)

This is a service provided through the internet for sending messages.

It is similar to sending a letter through the postal system only that it is done electronically.

-Messages can be sent to anyone on the network, anywhere in the world. For this to take place, computers have to be connected to each other to form a network.

-To communicate, one is required to have an email address e.g raeform2 @ yahoo.com. Messages arrive at the e – mail address immediately they are sent.

-It is only the addressee of the message who can retrieve the message since a password is required to access the mailbox.

-E – mail can also be used to send documents and photographs like certificates by scanning and attaching.

– More and more businesses are using e- Mail to communicate with other businesses, their customers and suppliers.

* QUESTION: OUTLINE THE ADVANTAGES OF USING E- MAIL AS A MEANS OF COMMUNICATION.

  1. iv) Internet

The internet links computers all over the world. Written and oral information is transmitted on the internet through the use of telephone wires, fibre- optic cables and wireless devices.

The internet has changed the way people communicate in the following ways;

  • Increased use of electronic mail (e-mail)
  • Quick access to information from all over the world.
  • Development of home offices and remote offices.
  • Use of teleconferencing and video conferencing.
  • Development of e-commerce.
  • Move towards a paperless office

The future office will rely largely on computers. Most of the communication will be done through computers. This may result in less use of paper, hence the use of the term “the paperless office”.

Vi ) Decline in the use of postal services

Decline in the use of postal services is a result of the impact of the internet. E-mail has become a popular and preferred mode of communication since it is fast and cheap. However, ordinary mail/ use of postal services may not be completely phased out since the government, businesses and people do not regard an e-mail as a binding or formal communication.

Vii) Transformation of language

The language used to pass and receive messages has evolved through time.e.g the youth have adopted the use of “sheng” in exchanging messages. such language is largely understood by its youthful users. There is also the use of cell phones to send short text messages; which are highly abbreviated and may use slang whose meaning is only known to the users e.g  ‘av a gr8 day’.

COMMUNICATION REVESION QUESTIONS

  1. Define the term communication

-Communication is the process by which information is passed from one person or place to another.

  1. Outline the role played by communication in any given organization
  • It is used to give instructions on what should be done at work and during work.
  • It enhances good relations among workers thereby promoting and enhancing their efficiency.
  • Through communication most organizations have been able to improve their image, for example through advertising.
  • It used to improve the relationship between the organization and the customer or clients.
  • For co-ordinating purposes, communication is used to ensure all departments work in harmony.
  • The feedback got from the clients or customers helps to improve an organization’s reliability and quality of goods and services offered.
  • Communication is used as a tool for management.
  • Good decisions are made as communication helps one understand all the necessary matters.
  1. Briefly explain the following levels of communication

(a) Vertical communication

Involves the flow of information either downwards or upwards, for example, from a senior employee to a junior employee

(b) Horizontal communication

Is also referred to as lateral communication which is passing of information between people of the same rank or status, for example from one departmental manager to another departmental manager

(c) Diagonal communication

Is communication of different people in different levels of management or departments for example a receptionist communicating to a production manager.

  1. Distinguish between formal and informal communication

Formal communication is official and documented and follows certain rules for example a worker writing an official letter to an organization’s seniors. Informal communication does not conform to any time, for example communicating to friends and relatives.

  1. State the essential elements in communication.
  • The sender who is the source of the information being communicated
  • The receiver(or recipient) of information
  • The message being communicated
  • The channel (or medium) through which the message is passed on
  • Feedback which is the response or reaction of the recipient.
  1. Highlight the various types of verbal communication
  • Face-to-face communication
  • Telephone conversation
  • Radio calls conversation.

 

 

  1. State the advantages and disadvantages of verbal communication

Advantages

  • A large number of people can receive the information at once for example when addressing in a meeting.
  • There is immediate feedback
  • Clarification can be made easily and immediately
  • This is personal appeal
  • It can be very convenient and persuasive
  • It is fast since the intended information reaches the recipient immediately.

Disadvantages

  • It is not easy to know if the message or information has been received particularly if the receivers are many
  • It is prone to outside interference due to noise and other forms of disruptions
  • In case of incorrect pronunciation of words, there could be distortion of the information
  • There is no record for future reference.
  • The method is not effective for recipients with learning problems.
  • Can take a lot of time to pass intended information.
  1. Outline the various barriers to effective communication
  • Noise may hinder effective communication
  • The emotional state of both the sender and the recipient
  • Use of the wrong channel to communicate
  • Breakdown of a channel used to communicate
  • Illiteracy of the recipient particularly for written communication.
  • The attitude of the recipient towards the sender and the information being communicated
  • Use of difficult vocabulary or words by the sender
  • Lack of concentration on the part of the recipient may affect communication
  • Poor timing by the sender.

 

 

  1. Highlight reasons that would make an organization use cell phones for communication within and outside the organization.
  • One gets immediate feedback
  • It is fast and can be used to send urgent messages
  • There is personal appeal
  • The sender has a great opportunity to convince and persuade the recipient.
  • It is not very expensive particularly for making calls for a short duration of time
  • It can be used even when both the sender and the recipient are far apart
  1. State the various types of written communication.
  • Written
  • Memorandum(memos)
  • Reports
  • Notices
  • Telegrams
  • Circulars
  • Minutes
  1. State the reasons why an organization would use written communication instead of verbal communication.
  • Written communication provides evidence which may not be there in verbal communication
  • Written information can be stored for future reference unlike verbal which cannot be stored and depends on the recipients memory
  • It is not prone to distortions and therefore more accurate than verbal communication
  • Written communication can be in form of diagrams, illustration and maps which is not possible for verbal communication
  • Some written communication such as letters would be cheaper and time saving than verbal communication, for example making long telephone calls.
  • Written communication can be used for confidential messages, for example registered mails.
  1. State the disadvantages of written communication
  • Written is not very persuasive or convincing
  • There is no personal touch
  • It can only be used by literate
  • It can be slow where letters take time to reach the recipient
  • It takes time to get a feedback from the recipient
  • Messages cannot be enhanced by gestures, that is, body language or face expressions
  • It can be expense to file all the written communication
  1. Outline the various means of visual communication
  • Charts
  • Photographs
  • Gestures, which may include signs and symbols
  • Slides
  1. State the advantages and disadvantages of audio-visual of communication

Advantages

  • Information is more attractive and appealing
  • Can reach many people at once
  • It can be used even for those who cannot read and write
  • Immediate feedback is received from the way the recipient behave
  • Can be entertaining

Disadvantages

  • Can be misinterpreted, for example if the receiver does not understand the signs or gesture
  • Not suitable for passing confidential information
  • It is not possible for the recipient to give a feedback
  • Gesture and signs are only suitable to those who can understand them
  • The initial cost of preparing these forms of communication may be high for the sender
  • It may take a lot of time to prepare these forms of communication
  1. Outline the various service that facilitate communication
  • Registered mail, for sending valuable or confidential information.
  • Speed post services offered by the post office to send letters parcels using the quickest means possible
  • Poste restante, usually used by those without postal addresses
  • Business reply service which enables customers and clients to reply to a business without having to pay for postage stamps
  • Broadcasting services through various radio stations
  • Print media such as the various newspapers, magazines and journals
  • Internet services which connect one to the world wide website
  • Telephone services
  1. State the various trends in communication
  • Mobile or cell phone use
  • Internet which uses inter linked computers to the world wide website
  • Fax, which can be used to send written messages very fast
  • Information and telephone bureaus where one can make local and international calls
  • Move towards a paperless office.
  • Transformation of language.
  1. Highlight the factors to be considered when choosing a means of communication.
  • The cost because some are more expensive than others
  • Availability of the means
  • Reliability or assurance that the message will reach the recipient
  • The distance between the sender and the recipient.
  • The literacy level of both the receiver and the recipient
  • The confidential nature of the information being sent
  • The urgency of the message
  • If there is need for evidence or need for future reference
  • The desired impact of the means upon the recipient.
  1. Advice Mary Wakio why she should not use telex to communicate to her friends
  • Her friends may be illiterate and may be unable to read the message received
  • Her friends may not have a receiving machine and will be unable to get the information
  • It can be expensive to use as the sender pays a subscription fee and rental fee while he and the recipient pays for the sent message
  • It can be expensive to buy the teleprinters used in receiving and sending information
  • Telex may only send written messages but cannot be used to send maps, diagrams and charts
  1. State circumstances when sign language can be the most appropriate form of communication
  • When communicating to someone who has a hearing problem
  • If one wishes to pass a secret or coded message
  • If both the receiver and the sender are far apart but can see each other
  • It can be used in case there is a language barrier
  • In an environmental where there is a lot of noise or physical interference to other forms of communication, sign language may be used
  • It can be appropriate where both the recipient and the sender understand the signs.
  1. Explain four factors that have led to the popularity of mobile phones as a means of communication.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOPIC 3:

TRANSPORT

TOPIC OBJECTIVES

By the end of the lesson, the learner should be able to:

  • Explain the meaning and importance of transport to business.
  • Explain the essential elements of transport.
  • Describe the modes and means of transport.
  • Discuss the advantages and disadvantages of each means of transport.
  • Discuss the factors that influence choice of appropriate means of transport.
  • Discuss trends of transport.

MEANING OF TRANSPORT

Transport is the physical movement of people and goods from one place to another. It helps bridge the gap between producers and consumers hence creating place utility.

Importance of Transport to Business

  • Bridging the gap between producers and consumers/ linking consumers to producers-Transport links consumers to producers which enable the consumers to obtain the goods they need.
  • Employment creation-Transport helps in solving unemployment problem by creating job opportunities. For example, people may be employed as drivers, pilots, mechanics and road constructors.
  • Promotes specialization-Transport enables people to specialize in jobs they are best at. For example; producers would concentrate in production only while other people carry out distribution.
  • Making goods and services more useful-Through transport goods are moved from a place where they are least required to a place where they are most required thereby making them more useful.
  • Improving people’s standard of living-It enables consumers to get a variety of goods and services thereby improving the standards of living.
  • Availing a wide market for products-It helps producers to widen the markets for their products by enabling them access to areas they would otherwise not have accessed
  • Increased production/ facilitates mass production-Due to the wider market created through transport, producers are able to increase the volume of goods produced.
  • Avoiding wastage-Transport makes it possible for surplus goods to be disposed of by taking them to areas where they are required. Perishable goods such as flowers, fruits and vegetables can also be transported fast hence minimizing/ avoiding wastage.
  • Promoting development of industries-Through transport, raw materials can be taken to manufacturing industries and also finished goods to the market. Similarly, it promotes development of service industries such as tourism.
  • Adds value to goods and services- creates utility in goods by moving them from the point of production to where they are needed thereby adding their value.
  • Leads to the opening of new markets- Goods and services can be taken to new areas with ease.
  • It facilitates the movement of labour- people can easily move from where they stay to where they work

 ESSENTIAL ELEMENTS OF TRANSPORT

In order for a transport system to function efficiently it should have certain basic elements. These elements are:

  • Unit(S) of carriage
  • Methods of propulsion
  • Ways
  • Terminals(terminus)

Unit(S) of carriage

This refers to anything i.e. vessel that is used to transport goods and people from one place to another. Units of carriage include: ships, trains, aeroplanes, motor vehicles, bicycles and carts. Units of carriage are also referred to as means of transport.

Methods of propulsion

This is the driving force (source of power) that makes a unit of carriage to move.The power for most vessels may be petroleum products, electricity, human force or animal power.

Ways

It refers to either the route or path passes by the vessel. The route can be on land, on water or through air. Examples of ways are roads, railways, paths, canals, seaways and airways. The ways can be classified into either natural ways or manmade ways.

  • Natural ways-As the name suggests, natural ways are the ways that are provided by nature. They are therefore free to acquire. They include airways and seaways.
  • Man-made ways-These are ways that are made available by human being. They include roads, canals and railways. Manmade ways are usually expensive to construct and maintain.

Terminals (terminuses)

The vessel used to carry goods and people starts from one destination and ends up at another. At these destinations the loading and off-loading take place respectively. The loading and off-loading places are referred to as terminals or terminus. Examples of terminuses are bus stations, airports and seaports.

 

 

 

 

MODES OF TRANSPORT

Mode refers to the manner in which transport is carried out. There are three modes of transport namely:

  • Land transport
  • Water transport
  • Air transport

Land transport

This mode of transport involves movement of goods and people using units of carriage that move on dry land. The various means under this mode includes:

  • Human Porterage

This involves human beings carrying goods on their heads, shoulders or backs. Human Porterage as a means of transport is the oldest kind of transport and is still very common in our society. The means is suitable for transporting light luggage over short distances. It is also appropriate where other means of transport are not available or convenient.

Advantages of Human Porterage

  • Could be the only means of transport available
  • Compliments other means of transport
  • Flexible as it has no fixed time table or routes
  • May be a cheap means compared to other means of transport
  • Readily available when required
  • Convenient over short distances

Disadvantages of human Porterage

  • Not suitable for long distances
  • They add onto congestion on roads
  • Not suitable for transporting heavy and bulky goods
  • It is relatively slow
  • Relies on human energy which is exhaustible

Carts

Carts are open vessels usually on two or four wheels that are pushed or pulled by either human being or animals such as oxen and donkeys. The carts pushed or pulled by human beings are referred to as hand carts or mikokoteni. The ones pulled by animals, on the other hand, are called animal driven carts. Carts are used to carry relatively large quantities compared to human porterage. Like human porterage, they are not suitable for long distances. Types of goods that are transported using this means include, agricultural produce, water and animal feeds.

Advantages of carts

  • Compliments other means of transport
  • Relatively cheap to hire
  • Initial buying and maintenance cost is low
  • Appropriate in remote areas where other means are not available
  • Readily available for hire
  • Can carry fairly heavier and bulky goods
  • Convenient for transporting goods over short distances

Disadvantages of carts

  • May not be suitable for transporting heavy and bulky goods
  • Cause traffic jams on roads leading to congestion and accidents
  • Not suitable for transporting goods over long distances

Vehicles

These are means (units of carriage) of transport that ferry goods and people on roads. Vehicles are the most commonly used means of transport.

Vehicles are either passenger or goods carriers. Passenger carriers may be buses, matatus, taxis and private cars while goods are transported using Lorries, pick-ups, tankers and trailers. Vehicles are expensive to acquire and maintain. The convenience of vehicles may depend on the nature of the road on which they travel.

Some roads are impassible especially when it rains while others are usable throughout the year (all weather roads).Of special concern in road transport is the matatus. These are privately owned passenger vehicles which were introduced to supplement the existing mainstream transport companies that were inadequate at independence. They got their name from the amount of fare they used to charge originally that is, mapeni matatu. The operators have to obtain the relevant documents such as insurance cover in order to be allowed to operate. Their owners may form associations which take care of their interests along given routes or in certain areas.

Advantages of matatus

  • They supplement regular bus companies, especially in remote areas where they are the only means.
  • They fill up faster than buses hence save time
  • They are more flexible since they can change routes easily depending on demand
  • They reach out into the interior of rural areas where big buses cannot access
  • They are more flexible with the fares they charge
  • They are easier to hire as most of them are readily available
  • They are cheaper to acquire as compared to buses

Disadvantages of matatus

  • Some Matatus are poorly maintained to the extent of being roadworthy
  • Most drivers are reckless as they rush to compete for customers. They pick or drop passengers anywhere
  • In some cases, touts use impolite language when dealing with passengers
  • They may cause noise pollution such as unnecessary hooting and loud music
  • They may cause congestion in towns unnecessarily because of careless driving and parking
  • Uncalled for sudden increase in fares at peak hours, during the night and on public holidays
  • Their operation is concentrated on peak hours, rarely operating at night.
  • They at times unexpectedly change their route hence causing breach of contract.

Advantages of vehicles

  • Most readily available means of transport
  • Relatively fast compared to carts and human Porterage
  • Relatively cheaper over short distances
  • Flexible as it can offer door to door service
  • Vehicles may be available for transporting special goods
  • Roads are widely spread thereby making many areas accessible.

Disadvantages of vehicles

  • Acquisition and maintenance costs are high
  • May not be suitable for transporting heavy and bulky goods over long distances as compared to railways
  • Traffic jams in roads may cause delays
  • Vehicle transport is prone to accidents which may lead to loss of goods and life
  • Some roads may be impassible especially during the rainy seasons.

Trains

Trains are vessels that transport goods and people on rails hence the term railways.

The terminuses of trains are the railways stations. Therefore; the goods to be transported by trains have to be taken to the railway station. Railway transport is suitable for heavy and bulky goods as well as passengers. There are two types of trains: cargo and passenger train.

Advantages of Trains

  • Relatively secure as cases of theft and accidents are rare
  • Enables a transporter to plan for the transport of his/her goods as trains follow a fixed time table
  • Economical for transporting heavy and bulky goods over a long distance
  • Trains may have facilities for carrying special types of goods e.g. gas, petrol and vehicles
  • Where shunting facilities are available trains may deliver goods up to or from the owner’s premises

Disadvantages of Trains

  • Not flexible as trains follow a strict time table
  • Railway lines are expensive to construct and to maintain
  • Not all areas are served by railway lines
  • Not suitable for transporting urgently required or perishable goods as it is slow
  • Unsuitable for transporting goods over short distances
  • Trains are expensive to acquire and maintain

Pipeline Transport

This is the movement of liquids and gases from one place to another through a pipe. Products transported through pipes include water, gases, petrol and diesel. Solids that cannot be dissolved or damaged by water may also be transported through pipes as suspension. Examples coffee berries from machines to drying places. The pipeline is both a vessel and a way.

Products flow by the force of gravity or pressure from an original station. If the original terminal is at a higher level than the receiving terminal, the force of gravity is adequate to move the product. But if the receiving terminal is at a higher level than the original than the originating terminal, then power is required to pump the product uphill. For example, petroleum from Mombasa which is at sea level needs pressure to pump it to all the receiving stations.

Advantages of pipeline Transport

  • It is labour saving as it requires minimal manpower
  • It is environmentally friendly since it is free of noise or smoke
  • It may be constructed in areas where it is difficult to construct roads or railway lines. For example, over rugged terrain
  • Pipelines allow continuous flow of the goods being transported
  • It ensures that road damage is reduced as the number of tankers is reduced on roads
  • It helps to reduce accidents that may be caused by tankers on roads
  • It reduces delays arising from congestion on roads
  • Maintenance costs are reduced as it relies on gravitational force and booster stations along the way
  • It may not be affected by adverse weather conditions

Disadvantages of pipeline Transport

  • A leakage not detected in good time may lead to high losses
  • Initial construction cost is high
  • Accidents leakages may lead to environmental pollution
  • It is unidirectional that is, travels only in one direction
  • It can transport only one product at a time
  • It is not flexible since once a line is laid, it cannot be adjusted according to transport patterns or demands
  • Generates comparatively fewer job opportunities as it is capital intensive
  • It is vulnerable to sabotage by enemies.
  • Once laid, it is difficult to re route or re locate.

         Water Transport

It is a mode of transport where the units of carriage transport goods and people on water. Water in this case includes; navigable rivers, lakes, seas and oceans. The means of transport which are the units of carriage or vessels using this mode include; ships, dhows, boats, steamers and ferries. Water transport can be divided into inland waterways and sea transport.

Inland waterways

This is transport carried out on lakes, rivers and inland canals. The Lake Victoria facilitates transport among the three east African countries i.e. Kenya, Uganda and Tanzania. Ferries also connect the mainland to islands such as Rusinga Islands, found in Lake Victoria.

Water hyacinth has however been a threat to transport on the lake. Most rivers in Kenya are not navigable due to reasons such as:

  • Too small
  • Presence of rapids and waterfalls
  • Too shallow
  • Most are seasonal
  • High gradient

Sea Transport

This is where goods and people are transported in seas and oceans. All types of water vessels may be used in sea transport. Sea transport is important as it connects continents of the world thereby facilitating international trade. Kilindini in Mombasa provides a good natural harbor facilitating sea transport between Kenya and other countries of the world. Ferries also connect the island of Mombasa and the mainland.

Types of Water vessels

  • Ships

A ship is a large vessel that transports people or goods through water. Their sizes however vary depending on quantity of goods and passengers they carry. Ships help in connecting countries or places which borders the sea. They load and offload in terminals referred to as harbors found at sea ports. For example, the Kilindini harbor is found in the port of Mombasa.

Ships that transport people are referred to as passenger ship while those that transport goods are referred to as cargo ships. Cargo ships are c are convenient for carrying heavy and bulky goods.

Ships may also be classified as either liners or tramps.

Liners

These are ships that are owned and operated by shipping companies called conferences. Each conference is responsible for specifying the route on which each liner would operate the rates to be charged and setting the rules and regulations to be followed by the members.

Characteristics of liners

  • Have fixed routes
  • Follow a fixed time table
  • Charges are fixed
  • Call at specified ports along the route at specified intervals
  • Travel at regular intervals

Tramps

These are ships that do not follow a regular route or time table. Their routes therefore depend on demand. During times when demand is high, they charge higher rates and when demand is low they lower their rates. Tramps can therefore be likened to matatus. Tramps may be owned by either individuals or firms.

Characteristics of tramps

  • Do not have a fixed rate. They therefore move to wherever there are goods or passengers to carry.
  • Have no set time tables. They therefore move according to demand
  • Their fares change according to demand.
  • Their travelling patterns are irregular and therefore cannot be relied upon

NB: Liners and tramps owners are in constant competition business. Traders therefore need to choose the type of ships to hire. Liners are however more popular than tramps among traders because of their reliability.

When a trader hires an entire ship to transport goods to a given destination, he/she and the ship owner signs a document called a charter party. This document shows the terms and conditions under which the goods would be transported.

Other information included in the agreement are destination, nature of the goods and freight charges. When the ship is hired to carry goods for a given journey the document signed is referred to as voyage charter. On the other hand, if the ship is hired to transport goods for a given period of time, the document signed is called time charter.

Ships may be specially built to carry special commodities. These may include tankers specially built to transport petroleum products and other liquids. Refrigerated ships may also be available to transport perishable commodities such as meat, fish and fruits.

  • Boats and Ferries

These are water vessels used in transporting goods and people over short distances. They are therefore found in both inland water transport and also the sea transport e.g. the Likoni ferry in Mombasa carries people from and to the island of Mombasa and the main land.

Advantages of water transport

  • Sea transport is economical to the owner as the number of employees to carriage volume ratio is less compared to road transport
  • Suited for transporting heavy and bulky goods
  • It is cheap as the way is natural and free
  • Connects countries of the world which border the sea
  • Special types of ships are available for transporting goods
  • Large volume can be carried thereby reducing cost per unit
  • Not affected by traffic congestion.
  • Some ships can be very luxurious for passengers and may even provide swimming pools.
  • At the port/dock, there are many depots for storage of goods.

Disadvantages of water transport

  • Sea-sickness, sea-pirates and storms may occur
  • They are slow therefore not suitable for transporting perishable and urgently required goods
  • It is expensive to construct and maintain artificial harbors
  • Unfavorable weather conditions may affect water transport
  • Sea transport is not accessible to land locked countries
  • Lack of loading and off-loading facilities may lead to delay
  • Cost of acquiring and maintaining ships is high.
  • Theft of cargo and other valuables may occur during loading and offloading.
  • Air Transport

This refers to the movement of goods, people and documents by aircrafts. Aircrafts/ aeroplanes are the units of carriage and air the way. The terminals include airports and airstrips.

Aeroplanes are fast compared to other means of transport i.e. they are the fastest means of transport. They are therefore suitable for transporting urgently required goods like drugs and perishable goods Such as flowers over long distances.

Aircrafts may be classified as either passenger planes or cargo planes. Passenger planes transport people from one place to another. On the other hand, cargo planes transport light cargo to the required destinations. Aeroplanes may be fitted with special facilities for handling special goods. Aeroplanes are expensive to acquire and to maintain. Their operations may also be affected by weather conditions.

Advantages of Air Transport

  • There is less handling of goods on the way since aeroplanes may move direct to the final destinations.
  • The way does not require construction or maintenance as it is natural and free.
  • Planes can move through places where other means cannot, such as over the earth poles and across high mountains/ planes are not hampered by physical barriers.
  • Have efficient interconnections between airlines all over the world which makes it convenient
  • Suitable for long distance travelers especially from one continent to another
  • Very fast therefore suitable for transporting perishable and urgently required goods.
  • Chartered planes can be used to reach remote areas.
  • The movement of aircrafts is smooth therefore suitable for transporting fragile goods such as glassware and eggs.
  • Passengers are given the highest degree of comfort and personal attention making it the most comfortable means of transport.

Disadvantages of Air Transport

  • Causes noise pollution
  • Air fields are not available in all places
  • Cannot be conveniently used to carry heavy and bulky goods
  • Expensive to acquire and maintain aircrafts
  • Requires highly trained manpower e.g. air traffic controllers, pilots e. t. c
  • Unfavorable weather conditions such as fog, mist and heavy rains smay cause delay
  • It is an expensive means of transport in terms of freight charges
  • Not suitable for transporting inflammable goods such as cooking gas and petrol
  • In case of accidents results are catastrophic/ accidents are rare but fatal.
  • Has limited carrying capacity which should not be exceeded.
  • It is not flexible.
  • Most air fields/ terminals are located some distance away from town/ city centers and therefore require transport or railway links that are affected by jams occasionally causing delays.
  • Recent hijackings by terrorists have made air transport an insecure means especially for transporting valuables.

Containerization

This is a recent development in transport. It refers to the packaging of goods in standardized ‘box like’ containers designed for use in transporting cargo. The containers are mainly made of metal though a few are made of wood. They can either be hired or bought from firms that provide them. The hired containers are returnable to the owner after the goods have been transported.

Containers are designed in a way appropriate to transport goods by ships, train, lorry or by air. To safeguard the goods against risks such as theft and unfavorable weather conditions the containers are sealed immediately after goods have been packed. The sealed containers are then transported up to the final destination where they are off-loaded. The consignee can then break the seal.

Goods can be transported in containers as Full Container Load (F.C.L) or as Less Container Load (L.C.L).Full container load applies where the container is filled with goods belonging to one person. In FCL, goods are delivered to the consignee intact.  On the other hand, less than container load applies where a container is filled with goods belonging to several consignors. This may be the case where a single consigner does not have enough goods to fill a container. When such a container reaches the destination, it is opened and the various consignees take their goods.

There are special handling facilities for loading and offloading containers onto and from the units of carriage.

Apart from the container depot at Mombasa, Kenya Ports Authority (K.P.A) has established inland container depots referred dry ports. An example of a dry port is found at Embakasi in Nairobi. The establishment of dry ports aims at relieving congestion at the sea port. It also aims at making handling of cargo easier and efficient for inland importers and exporters.

When containers are off loaded from ships at Mombasa, they are loaded into special container trains called railtainer which transports them by railway to the inland container depot at Embakasi. Containers can also be transported by specially designed trucks between the ports or from the port to consumer’s destination.

Advantages of containerization

  • Minimizes the risks of loss or damage of goods as containers are sealed at source
  • Containers are lifted with devices which make movement and handling easy
  • Saves time and labour in loading and off-loading due to use of machines
  • Containers sealed at source in presence of customs officials may not be opened until they reach their final destination. This reduces delay.
  • Special containers are available for goods requiring special attention like chemicals.
  • Insurance costs are relatively low as risks are less
  • Space is saved when containers are used as opposed to when individual items are packed in the carrier.
  • Can carry large quantities of cargo if packed well.
  • Containers are tough structure, which offer protection to sensitive and fragile goods.

Disadvantages of containerization

  • They are expensive and this increases the cost of transporting goods
  • Contributes to unemployment since it is capital intensive
  • Not suitable for transporting small quantities of goods.
  • Requires special handling equipment which may be expensive
  • May not be suitable for goods with irregular shapes.
  • Training labour force is long and expensive.
  • They may be used to smuggle illegal goods.
  • The large trucks used on the road increase road damage and may increase accidents.

Factors that influence the choice of appropriate means of transport

  • Cost; The cost of transporting a good should be reasonable; except where other factors should be considered such as need for quick delivery. Otherwise should be proportional to the value of goods transported.
  • Nature of goods; The nature of goods should be considered when choosing a means of transport. For example, perishable goods require a fast means. Similarly, heavy and bulky goods require a means of transport convenient for such goods e.g. trains and ship.
  • Reliability; The means chosen should be able to deliver the goods to the required place at the right time and in the right form.
  • Urgency; For goods that are urgently required, the fastest means available should be chosen.
  • Safety and Security; The means chosen should ensure that the goods on transit are secure against loss, theft or physical damages.
  • Distance; Some means of transport are suitable for long distances while others are suitable for short distances. If goods are to be transported for long distances, air, sea or railway transport would be appropriate, otherwise roads would be suitable for short distances.
  • Availability of means; The means of transport to be selected should be based on its availability. For example, where there is only one means of transport, it would be the only one to be chosen.
  • Flexibility; This is the ability of means of transport to be manipulated to suit the convenience of the transporter. Where flexibility is required, then the means that would provide such should be chosen. For example a matatu is usually more flexible than an aeroplane.
  • Terminals; Some means of transport may have their terminals near the transporter than others. In this case, the transporter should choose the means whose terminals are conveniently accessible to facilitate loading and offloading of goods.
  • Value of goods to be transported- goods of high value require special handling and high security during transportation.

Trends in transport

  • Pipeline and containerization
  • Electric trains are replacing diesel engines
  • Underground tunnels for trains are being used to ease congestion on the surface
  • Dual-carriage roads are being developed in various parts to ease congestion and minimize accidents
  • Development of planes with larger carrying capacity and speed is a major feature in the transport industry
  • Use of bicycles commonly known as bodaboda are a common feature in towns, bus terminals and rural areas, supplementing other means of transport to ferry people and cargo to their destinations. The bicycles are being modified to make them more convenient. It is not unusual to find a bicycle (bodaboda) which has been fitted with facilities such as:
  • Motors to increase their speed and reduce energy applied by the cyclist.
  • Music systems to entertain passengers and More comfortable seats.

Motor cycles are also being used as bodabodas in various areas. Similarly, the three wheeled vehicles commonly known as ‘Tuk Tuk’ is a major feature in cities and most towns.

  • Private personal vehicles with less carrying capacity e.g. four-seater vehicles are being used as matatus. The vehicles are convenient to the passengers as they:
  • Fill up within a shorter time compared to larger vehicles
  • May accommodate each of the customers interests.
  • Passenger vehicles are being fitted with radios, music systems and videos to entertain customers as they travel. However, some forms of entertainment may not be conducive to all.

 

 

 

 

 

END.

 

REVISION QUESTIONS ON TRANSPORT

KCSE PAST PAER 1

  • 1996 State four circumstances under which a businessman would choose to transport goods by air? (4mks).
  • 1997 Outline four reasons why a school in Kisumu may prefer to transport its sixty students to a music festival in Nairobi by train rather than by bus.                        (4mks).
  • 1999 Give five reasons why a manufacturing firm would be located in an area well served by good road network.(4mks).
  • 1999 Outline four limitations of containerization. (4mks).
  • 2000 State four reasons why road transport is popular in Kenya.(4mks).
  • 2001 State four ways in which the nature of goods would influence the choice of transport.
  • 2002 Outline four reasons why a transporter of goods from Mombassa to Nairobi may prefer rail transport to road transport. (4mks).
  • 2003 State the unit of carriage for each of the following modes of transport. (5mks)

Mode of transport                                                Units of carriage

  • Portage
  • Sea
  • Road
  • Cartage
  • Air
  • 2004 list four ways in which transport promotes growth of trade. (4mks)
  • 2000 State four reasons why road transport is popular in Kenya. (4mks)
  • 1995 Give 3 disadvantages of railway transport in Kenya. (4mks)
  • 1998 List 4 disadvantages of using containers to transport goods. (4mks)

KCSE PAST QUESTIONS PAPER 2

  • 1995 Explain five reasons that may account for continued use of hand carts as a mode of transport in Kenya. (12mks)
  • 1996 The oil pipeline has recently been extended from Nairobi to western Kenya.
  • Explain five benefits that may be accounted to the country from the extension. (10mks).
  • 1997 Explain five ways in which an efficient road transport system may promote trade within a country.(10mks).
  • 1998 Discuss five factors that have hindered the expansion of railway transport in Kenya.
  • 1999 Explain five features of an efficient transport system (8mks).
  • 2000 Explain the advantages of pipeline as a mode of transporting oil products. (12mks).
  • 2002 Outline five factors that should be considered when choosing a means of transport.
  • 2003 Explain six advantages of containerization as a mode of transport.(10mks)
  • 2004 Discuss six factors that may discourage the use of pipeline as a means of transporting petroleum products in a country.(12mks).
  • 2005 Discuss 5 circumstances under which a trader may choose to transport goods by rail.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOPIC 5

WAREHOUSING

Warehouse; This is a building or a part of a building where goods are received and stored until need arises for them.

-Other terms used to refer to a warehouse are depot, a go down or a silo.

Warehousing; This is the process of receiving goods into a warehouse, protecting such goods against all types of hazards and releasing them to users when need arises for them

-There are three distinct stages in warehousing process namely:

  • Receiving goods into a warehouse
  • Storing them
  • Releasing them to users

Importance of warehousing to Business

  • Steady/continuous flow of goods; Producers can produce and store goods awaiting demand through warehousing e.g. agricultural products that are produced seasonally are made available throughout the year
  • Stability in prices; Warehousing ensures that there is no surplus or shortage of goods. It ensures that goods are stored when in plenty and released to the market as their need arises. This helps to keep their prices fairly stable
  • Security; Warehousing ensures that goods are protected against physical damage and adverse weather conditions. This also ensures that the quality of the goods is maintained until they are demanded. Goods are also protected from loss through pilferage and theft.
  • Bridging the time lay/difference between production and consumption; many goods are produced in anticipation of demand. Such goods must be stored until their demand arises e.g. gumboots, umbrellas and sports equipment are needed seasonally but are manufactured in advance and stored in a warehouse so as to be released to the users when need arises for them.
  • Continuous/uninterrupted production schedules; Manufactures are able to buy raw materials in large quantities and store them awaiting their need to arise. This prevents interruption of the production process because of lack of raw materials
  • Preparation of goods for sale; While in the warehouse, goods can be prepared for sale e.g. they can be blended, packed, graded or sorted out.
  • Sale of goods; Goods may be sold while still in the warehouse. If sold while still in a bonded warehouse, duty passes to the buyer
  • Specialization; Warehousing encourages specialization in production and distribution. Producers concentrate on producing while distributors store the goods for sale to the customers.
  • Unexpected demand can be met; The government collects agricultural goods e.g. cereals and stores them as buffer stocks to be used in times of disaster or serious shortages.
  • Clearance of goods; Warehousing helps in clearance of goods i.e. goods entering the country can be inspected by the customs officials.
  • Warehousing helps to improve the quality of goods e.g. goods like tobacco and wine mature with time.
  • Warehousing enables buyers to inspect the goods before they buy them.
  • Wholesale warehouses may also operate as showrooms for traders.

Essentials of a warehouse

These are the features and resources a warehouse should have in order for it to function effectively.

These include;

  • Ideal location; A warehouse should be located at a suitable place to facilitate receipt and issue of goods e.g. a manufactures warehouse should be located near his/her factory.
  • Proper building; A warehouse should have proper buildings which are suitable for different types of goods to be stored.
  • Equipment; A warehouse should be equipped with appropriate facilities for handling goods such as fork-lifts conveyer belts e.t.c.It should also be well equipped with necessary storage facilities e.g. provision of refrigerated or cold storage for perishable goods such as meat and fruits.
  • Accessibility; A warehouse should be accessible to its users. It should therefore be linked with good and appropriate transport system to facilitate movement of goods in and out of the warehouse.
  • Safety and security; It should have/be fitted with safety equipment or facilities necessary for protection of goods against damaged caused by such things like water, fire or sunshine as well as for the protection of the personnel.
  • Communication; A warehouse should have a good communication network or system for easy contact with its clients and suppliers
  • Qualified personnel; A warehouse should have well trained and efficient staff/personnel for proper management and efficient functioning of the warehouse.
  • Recording system; There should be a proper recording system in a warehouse to ensure that all movement of goods is properly monitored.
  • A warehouse should be spacious enough to allow easy movement and accumulation of goods and personnel.

Types of warehouses

Warehouses can be broadly classified into three namely:

  • Private warehouses
  • Public warehouses
  • Bonded warehoused

 

Private warehouses

These are warehouses that are owned by private individuals/organizations for the purpose of storing their own goods only. They include;

  • Wholesalers warehouses
  • Producers warehouses
  • Retailer’s warehouses.
  1. a) Wholesalers warehouses

These are warehouses for storing the wholesalers’ goods as they await distribution or sale. They need warehouses because they buy goods in bulk from producers and store them until they are needed by retailers.

-The wholesalers warehouses also act as showrooms i.e. they display their goods in the warehouse.

-These warehouses also enable the wholesalers to prepare their goods for sale e.g. branding, blending, packing and sorting may be carried out in the warehouse

  1. b) Producers warehouses;

-These warehouses are owned by producers and they are for storing goods prior to their demand.

-The producers may be manufactures of finished goods or farmers

-Such warehouses are built near the manufactures factories or the farmers production points.

-Manufactures who export may locate some warehouses near ports through which they export e.g Mumias sugar warehouse, Bamburi Portland cement warehouse e.t.c

  1. c) Retailers warehouses

Some large-retailers such as chain stores and supermarkets own warehouses for storing their large stores

-It becomes necessary for such business to have warehousing facilities due to their large and bulky purchases dictated by the nature of their business

-Goods are distributed from their warehouses to the retail outlets or to the branches

Advantages of private warehouses

  • The owner has full control over its operation and may make major decisions without having to consult anyone.
  • The warehouse is designed to suit the specific needs of the organizations
  • It enables special handling, storage and protection of goods by having special facilities which may not be available in a public warehouse
  • The owner is not tied down by procedures of receiving and issuing goods unlike in public warehouse.
  • The owner does not incur the cost of hiring space unlike with a public warehouse
  • The operation can be easily automated because the goods to be received stored and dispatched are already known.

Disadvantages of private warehouses

  • The initial construction cost of a warehouse is high
  • Under-utilization of personnel and facilities may occur especially in times of low volumes
  • They may not employ qualified management personnel and are consequently disadvantaged in dealing with management problem.
  • Risks arising from dangers such as fire,pests,theft or damage are not spread

Public warehouses

These are warehouses owned by individuals or organizations who do business by renting space. To those traders who are in need of storage facilities to store goods temporarily. They have the following characteristics;

  • Are owned and operated by individuals or companies who do not use them for storing their own goods.
  • Are open to any member of the public who wish to rent storing space for their goods
  • The customers pay on the basis of space rented and the period of time required to store the goods.
  • They are often situated near terminals as airports, sea-ports and railway station and industrial areas. This facilitates the movement of goods in and out of the warehouse.
  • The rent paid includes charges for insurance and other services i.e. goods are insured against loss or damage as a result of fire or theft while they are still in the warehouse.
  • They provide other services apart from storing the goods e.g. grading,packaging,preparing export samples, preparing market reports and clerical documents
  • Imported goods can be sold while they are still in the public warehouse. If such a transaction takes place the goods may change ownership without being physically moved out of the warehouse. This becomes possible if the importer has signed a document called ‘a warehouse-warrant’ (which is a negotiable instrument out of order), it is issued by the new owner after the transaction has taken place.

Advantages of a public warehouses

  • A public warehouse serves a number of customers that deal with the same product. It assembles the small orders from these customers and places one order for all of them. This enables them to enjoy economies of large scale buying and delivery of goods to a warehouse.
  • Goods stored in a public warehouse may be sold without their physical movement from the warehouse.
  • Traders can rent space to store their goods
  • Traders do not have to construct their own warehouses/do not have to tie up capital in storage buildings and handling equipment.
  • Goods are insured against risks such as damage by fire and theft
  • A trader may get a short term loan from the warehousing firm by using the goods held as collateral security.
  • Apart from the handling, sorting and documentation of goods additional services such as bottling, bagging and repairs of damaged goods can be offered by public warehouses.
  • Sharing equipment and machinery enables the users to reduce handling costs
  • Inspection, re-packaging and labeling services provide users of public warehouses the expertise they themselves may not have.

Disadvantages of public warehouses

  • The hirer is denied the opportunity to physically handle the goods and is forced to compete for attention with other hirers of the warehouse. If the hirer had his/her own warehouse, he/she would have absolute authority on the goods and therefore enjoy individual attention.
  • The hirer may lose contact with his/her customers since they get goods from a rented warehouse, away from the hirers premises
  • The hirer may get poor services or miss space altogether during peak seasons due to stiff competition for the same facility.
  • Documentation involving receipt and release of goods in a public warehouse is likely to be a long and complicated procedure due to the large number of clients involved.
  • Continued renting of space can even be more expensive than constructing one’s own warehouse in the long run
  • Public warehouses are sometimes situated far away from the hirer’s premises unlike private ones which are usually within the vicinity of the owner’s premises.
  • The operations of a general merchandise public warehouse are difficult to automatic because different kinds of goods need different methods and equipment to handle them.

Bonded warehouses

These are public warehouses for keeping imported goods until customs duties have been paid against them. They are mainly located at the points through which goods enter a country

-Imported goods are kept in this type of warehouses if the owner has not paid customs duties. Such goods are said to be “goods under bond”or “goods in bond”

Bonded warehouses are so called because the owners of such warehouses give a ‘bond’ to the customs authorities i.e. a sum of money as guarantee that they will not release goods from the warehouses until customs duties have been paid.

-The importer may withdraw the goods either in part or in full after the customs duties have been paid for the goods he/she intends to collect.

-If the goods are sold while still in a bonded warehouse, the new owner of the goods pays the duty before taking them out of the warehouse.

-If the goods re-exported to another country while still in a bonded warehouse, the importer does not have to pay the customs duties e.g an importer may import some goods and further prepare them for sale inside a bonded warehouse and can then re-export them without having paid the customs duties

-When the importer pays the duties to the customs officials, a “release warrant” is issued. This is a document that enables the importer to have his/her goods released from a bonded warehouse

-Bonded warehouses have resident customs officials who monitor the movement of goods in and out of a bonded warehouse.

Features of a bonded warehouse

  • Goods are bonded until customs duty is paid
  • Goods can be re-exported while in the warehouse
  • Storage charges are made on all goods stored in the warehouse
  • Goods can be sold while still under bond
  • Goods can be inspected and prepared for sale i.e. they can be repacked, branded and blended while in the warehouse
  • Goods are released only on the production of a release warrant

Advantages of bonded warehouse to the importer

  • While in bond, goods can be prepared for sale
  • The owner can look for the market for the goods before paying the duty
  • Some goods lose weight while in the warehouse so the duty paid becomes lower if based on weight.
  • If goods are sold while still in the bonded warehouse, the duty passes to the buyer
  • The importer has more time to arrange for payment of customs duty.
  • Security is provided for the goods, so the importer is relived of the task of providing security for his/her goods
  • Some goods improve in quality while in a warehouse for example, wine and tobacco.

Advantages of Bonded warehouse to the Government

  • The government gets revenue by levying duty on the goods
  • The government is able to control the entry of harmful goods
  • The government is able to verify the documents for goods in transit
  • The government is able to check on the quantity, quality and the nature/type of goods imported.
  • The government is able to check on illegal goods entering the country.

Disadvantages of a bonded warehouse

  • The importer may eventually fail to pay customs duties. This forces the customs authorities to auction the bonded goods in order to recover the duties.
  • When the importer withdraws goods from a bonded warehouse he/she ends up paying a higher duty if he/she had paid the duty at once.
  • The importer incurs costs in hiring a bonded warehouse as opposed to if he/she had a private warehouse

Free warehouses

These are warehouses in which tax-free goods are kept awaiting sale or collection by owners

-Goods stored in these warehouses can be either locally produced, requiring no taxation or imported goods for which customs duties have already been paid.

NOTE: i) All warehouses apart from bonded warehouses are free warehouses since goods held in them are not subject to control by customs authorities. This includes all private and public warehouses

  1. Locally produced goods are stored in free warehouses since no custom duties are paid for them.

Advantages of free warehouses

  • Owners of goods stored need not to pay any taxes, thus the goods cannot be auctioned for failure to pay customs duties
  • It is cheaper to store goods in free warehouses as compared to bonded warehouses since there are no customs duties levied.
  • Clearence of the goods from the warehouse is simple since a “release warrant” to prove payments of duties is necessary
  • These warehouses are located at places that are convenient to users

Disadvantages of free warehouses

  • The Government does not benefit since no customs duty is levied on the goods stored
  • Some unscrupulous traders might use them to store durable goods so as to evade tax.
  • Checking and security of goods is more relaxed hence the possibility of storing illegal goods.

Current trends and emerging issues in warehousing

Warehousing technology is undergoing important changes in both building design and handling in storage equipment. These may include;

  • Warehousing design-In modern times, there is an increasing emphasis on high ceiling warehouses to permit storage of more goods and to make it possible for the movement of fork lift trucks and stuck-cranes
  • Handling of goods-Handling includes the steps involved in moving of goods to and from storage. There is widespread use of modern machines in most warehouses such as conveyer belts, tracks, forklifts and stuck cranes. The use of automated stucker cranes which more by remote control in a fixed path on guide rails, is a new development in warehousing

Computerization has also greatly helped in monitoring the movement of stock in and out of storage. This has eased the handling, especially in loading and unloading of goods.

  • Storage of goods-Storage is the condition of the goods at rest in their assigned areas of the warehouse. Most warehouses are currently using storage racks that permit replacement or retrieval of goods without disturbing neighbouring
  • Environmental pollution-Goods that expired or spoilt while in the warehouse are sometimes discarded in a manner or in areas that may cause pollution to the environment e.g. expired chemicals are sometimes thrown into rivers and oceans thereby endangering the marine life.

-Other times they are burned causing air pollution with toxic gases. Some goods when thrown on land are dangerous to human life

-To avoid the effects of improper disposal of expired or spoilt goods the warehouse owners should come up with methods that are environmentally friendly such as recycling of these goods. They should also be socially responsible for whatever goes out from their warehouses.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOPIC 6

INSURANCE

Insurance-This is an undertaking or contract between an individual or business and an insurance an occurrence of risk(s) (i.e. against events whose occurrences are unforeseen but causes financial losses or suffering to the affected parties.

Risks are also referred to as contingencies, hazards or perils and include:

Fire outbreak

-Accidents

-Thefts

-Deaths

-Disabilities

-Risks are real and unforseen.Methods to eliminate such risks has achieved very little and thus has necessitated the need for insurance.

Importance of insurance

  • Continuity of business

Every business enterprise is exposed to a variety of risks e.g. fire, theft e.t.c.The occurrence of such risks often result in financial losses to the business. Insurance provides adequate protection against such risks in that, if a trader suffers losses as a result of insured risk, she/he is compensated, thus he/she is able to continue with business operations.

  • Investment projects

Insurance enables investors to invest in profitable yet risky business projects that would otherwise avoided.

Not all the money received as premiums (by the insurance companies) is used up for compensation to those who have been exposed to risk and suffered losses. The rest of the money is invested in other businesses to earn profits.

  • Creation of employment

Insurance does provide employment opportunities to members of the public.

  • Government policy

The profits earned are a source of revenue for the government i.e. insurance companies are profit-making organizations which generate revenue to the government through payments of taxes

  • Credit facilities

The insurance industry have also established credit or lending facilities which the business community uses by borrowing. Loans are made available to the public for different investment projects in different sectors of the economy and also for personal requirements.

  • Development of infrastructures

The insurance industry plays a crucial role in the development of urban facilities in major towns. Both residential and office buildings have been developed by insurance firms. The firms also participate in development projects in the areas where they operate. They contribute to development of a region by constructing and infrastructural facilities

  • Life policies can be used as security for loans from either the insurance company or other financial institutions.
  • Provision of life and general insurance policies encourages Kenyans to plan ahead for their dependants thereby reducing the number of needy future students.
  • Loss prevention-The insurance companies encourage the insured not to cause accidents thus channeling the unclaimed resources into the economy.

THE THEORY OF INSURANCE

The insurance business relies on the law of large numbers in its operations. According to this law, there should be a large group of people faced with similar risks and these risks spread over a certain given geographical area.

Every person in the group contributes at regular intervals, small amounts of money called premium into a “common pool”. The pool is administered and controlled by the insurance company.

  • The fact that risks are geographically spread ensures that insurance does not have a concentration of risks in one particular area.
  • The law of large numbers enables the insurance to accurately estimate the future probably losses and the number of people who are likely to apply for insurance. This is done in order to determine the appropriate premiums to be paid by the person taking out insurance.

 

 

Pooling of risks

The insurance operation is based on the theory that just a few people out of a given lot may suffer a loss. There is therefore a “pooling of risks” i.e the loss of the unfortunate few is spread over all the contributors of the group, each bearing a small portion of the total loss. This is why the burden of loss is not felt by the individuals because it is “shared” by a large group.

Benefits of the “pooling of Risks” to insurance company

  • Pooling of risks enables an insurance company to create a common pool of funds from the regular premiums from different risks.
  • It enables the insurance company to compensate those who suffer loss when the risks occur
  • The insurance company is able to spread risks over a large number of insured people
  • Surplus funds can be invested in for example, giving out loans or buying shares in real estates
  • It enables the insurance company to meet its operating costs by using the pool funds
  • It enables the insurance company to calculate to be paid by each client
  • It enables the company to re-insure itself with another insurance company.

Terms used in Insurance

Insurance

This is a written contract that transfers to an insurer the financial responsibility for losses arising from insured risk.

Premium

This is the specified amount of money paid at regular intervals by the insured to the insurer for coverage against losses arising from a particular risk.

Risk

These are perils or events against which an insurance cover is taken. It is the calamity or problem a person or business faces and results into losses.

Note: The calculation of premiums depends upon the type of risk insured against. The higher the probability of the risk occurring, the higher the premium. The more the risks the business or person is exposed to the more the premiums payable.

Pure risk

This is a risk which results in a loss if it occurs and results in no gains if it does not occur. For example, if a car is involved in an accident, there will be a loss and if the accident does not occur there will be no gain or loss

 

Speculative risk

This is a risk which when it occurs, may result in a loss or a profit. For example, a person may buy shares at ksh.50 each, one year later the shares may be valued at ksh40 each meaning a loss of ksh.10

Alternatively, their value might not have changed or might have increased to ksh.45 each. Speculative risk lures people to venture into business in the first place.

Insured

This is the individual or the business that takes out the insurance cover and therefore becomes the policy holder

The insured pays premiums to the insurance company to be compensated should the risk insured against occur or cause loss.

Insurer

This is the business company that undertakes to provide cover or protection to the people who suffer loss as a result of occurrence of risks

Actuaries

These are people employed by an insurance company to complete expected losses and calculate the value of premiums.

Claim

This is a demand by the insured for payment from the insurer due to some loss arising from an insured risk.

Policy

This is a document that contains the terms and conditions of the contract between the insurer and the insured. Its issued upon payment of the first premium.

 

Information contained in a policy includes;

  • Name, address and occupation
  • Policy number of the insured
  • Details of risks insured
  • Value of property insured
  • Premiums payable
  • Other special conditions of the insurance, for example nominees

Actual value

This is the true value of the property insured

Sum insured

This is the value for which property is insured, as stated by the insured at the time of taking the policy.

Surrender value

This is the amount of money that is refunded to the insured by the insurer incase the former(i.e. the insured) terminates payment of the premiums before the insurance contract matures. The policy holder is paid an amount less than the total amount of the premium paid.

Grace period

This is term allowed between the date of signing the contract and the date of payment of the first premium. During this period the insurance contract remains valid. This period is usually a maximum of thirty (30) days.

Proposer

This is a person wishing to take out an insurance cover (prospective insured)

Cover note (Binder)

This is a document given by the insurance company to an insured on payment of the first premium while awaiting for the policy to be processed. It is proof of evidence that the insurer has accepted to cover a proposed risk.

Annuity

This is a fixed amount of money that an insurer agrees to pay the insured annually until the latter’s death. It occurs when a person saves a lumpsum amount of money with an insurer in return for a guaranteed payment which will continue until he/she dies.

Consequential loss

This is loss incurred by a business as a result of disruption of business in the event of the insured risk occurring.

Assignment

This is the transfer of an insurance policy by an insured to another person. Any claims arising from the transferred policy passes to the new policy holder called an assignee

Beneficiaries

These are people named in a life assurance policy who are to be paid by the insurer in the event of the insured

Nomination

This is the act of designing one or more people who would be the beneficiaries in the event of death of the insured. These people are called nominees

Average clause

This clause is usually included in policies to discourage under-insurance. The clause provides that the insured can only recover such proportions of the loss as the value of the policy bears on the property insured. It is usually included in marine or fire insurance policies.

 

 

The amounts recoverable are arrived at using the following formulae:

Compensation =   value of the policy *  loss

Value of property

Example:

If a house worth kshs.800,000 and insured against fire for kshs.600,000 was damaged by fire to the tune of kshs.400,000,the insured would be compensated;

Compensation= (600,000 x 400,000)

800,000                                                          (value insured x Actual loss)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Double insurance

This is taking of insurance policies with more than one company in respect to the same subject matter and the risk. It is significant because if one of the insurers is insolvent at the time the claim arises the insured can enforce his/her claim against the solvent insurer or if both insurers are solvent then they share compensation.

(Insolvency is a state where a business is not able to pay all its liabilities from its existing assets)

Co-insurance

This is an undertaking by more than one insurance company to provide insurance cover for the same risk for an insured. This will usually occur for properties that have great value and face great risk exposures that an insurer cannot successfully make compensation for e.g. value of aeroplanes, ships e.t.c

Co-insurance help spread risks to several insurers, each insurer covering only a certain proportion of the total value. The insurance company with the largest share is called the “leader” and acts on behalf of all the participating insurance companies’ e.g. in collecting premiums from the insured and carrying out documentation work, making claim after collecting each insurers premium contribution e.t.c

Note: Co-insurance is different from double-insurance in that in co-insurance company approaches another insurance company to help in covering the insured property while in double-insurance; it’s the insured who decides to approach different insurance companies to insure the same property against the same risk.

Re-insurance

‘Re-insurance’ means insuring again. This is a situation where an insurance company insures itself with a bigger insurance company called le-insurer for all or part of the risks insured with it by members of the public

Re-insurance indirectly insure an individuals risks.Re-insurance helps to reduce the burden on an insurance company when the loss is too high for a single insurer. When such losses occurs, the claim is met by both the insurer and re-insurer(s) proportionately (according to agreed percentages)

Note: Re-insurance deal with the protection of insurance companies only, while insurance companies protect individuals and business organizations.

Factors that may make it necessary for an insurance company to Re-insure

  • Value of property-When the value of property is great, such as ship, the risk is too high to be borne by a single insurer
  • High risk of loss-When chances of loss through the insured risks are high, it becomes necessary to re-insure.
  • Number of risks covered-When the insurance company has insured many different risks, it would be too costly to compensate many claims at once, hence the need for re-insurance
  • Need to spread the risk-When the insurance company wishes to share liability in the event of a major loss occurring
  • Government policy-The government may make a legal requirement for an insurance company to re-insure

Under-insurance

This occurs when the sum insured as contained in the policy is less than the actual value of the property e.g. A property of shs.500, 000 can be offered for insurance as having a value of shs.400, 000

Over-insurance

This is a situation where the sum insured is more than the correct value of property e.g. a person insures property of shs.300,000 for shs.600,000.If total loss occurs, he is compensated the correct value of the property i.e. that which he has lost

Agents

These are people who sell insurance policies on behalf of the insurance company. They are paid on commission that is dependent upon the total value of policies sold

Insurance Brokers

These are professional middlemen in the insurance process. They connect the people wishing to take insurance with the insurers. They act on behalf of many different insurance firms, unlike agents. Their activities include:

  • Examination of insurance market trends
  • Correspondence between the insured and his clients
  • Advising the insured and would be policy holders on the best policies for their property e.t.c.

He receives a commission (reward) known as brokerage.

PRINCIPLES OF INSURANCE

Principles of insurance provide guidance to the insurance firms at the time they are entering into a contract with the person taking the cover. These insurance principles include:

  • Help to determine whether a valid insurance contract exists between the two parties at the time claims are made.
  • Provide checks and controls to ensure successful operations of insurance for the benefit of both the parties

It is therefore important that a prospective insured (person wishing to take insurance policy) has basic knowledge of these principles as stated in the insurance law.

The insurance principles include;

  • Insurable Interest

This principle states that an insurance claim cannot be valid unless the insured person can prove that he has directly suffered a financial loss and not just because the insured risk has occurred.

Going by this principle one cannot insure his parents or friends or other people’s property since he/she has no insurable interest in them. If such properties are damaged or completely destroyed, he/she will not suffer any financial loss.

For example, Mr.x has no insurable interest in the property of his neighbours.He does not suffer any financial loss should they be destroyed. This principle ensures that people are not deliberately destroying other people’s properties/life in order for them to receive compensation.

In life insurance (life assurance) it is assumed that a person has unlimited interest in his/her own life. Similarly it is assumed that one has insurable in the life of spouse and children e.g. a wife may insure the life of her husband, a father the life of his child because there is sufficient insurable interest.

  • Indemnity

The essence of this principle is that the insurer will only pay the “replacement value” of the property when the insured suffers loss as a result of an insured risk.

This principle thus puts the insured back to the financial position he enjoyed immediately before the loss occurred.

It is therefore not possible, then, for anybody to gain from a misfortune by getting compensation exceeding the actual financial loss suffered as this will make him gain from a misfortune.

This principle does not apply in life assurance since it is not possible to value one’s life or a part of the body in terms of money. Instead, the insurance policy states the amount of money the insured can claim in the event of death.

  • Utmost good faith (uberrima fides)

In this principle the person taking out a policy is supposed to disclose the required relevant material facts concerning the property or life to be insured with all honesty. Failure to comply to this may render the contract null and void hence no compensation.

e.g.

-A person suffering from a terminal illness should reveal this information to the insurer.

-One should not under-insure or over-insure his/her property.

  • Subrogation

This principle compliments the principle of indemnity. It does so by ensuring that a person does not benefit from the occurrence of loss.

According to this principle, whatever remains of the property insured after the insured has been compensated according to the terms of the policy, becomes the property of the insure.

Example

Assuming that Daisy’s car is completely damaged in an accident and the insurance compensates for the full value of the loss, whatever remains of the old car (now scrap), belongs to the insurance company

Scrap metal can be sold for some values and should Daisy take the amount she would end up getting more amount than the value of the car which will be against the principle of indemnity.

Note: This principle cannot be applicable to life assurance since there is nothing to subrogate.

  • Proximate cause

This principle states that for the insured to be compensated there must be a very close relationship between the loss suffered and risk insured i.e. the loss must arise directly from the risk insured or be connected to the risk insured.

Example

  • If a property is insured against fire then fire occurs and looters take advantage of the situation and steal some of the property, the insured will suffer loss from ‘theft’ which is a different risk from the one insured against, so he/she will not be compensated.

However if the property burns down as a result of sparks from the fire-place, the proximate cause of the loss is sparks which are directly related to fire. So the insured is entitled for compensation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CLASSES OF INSURANCE

Insurance covers are mainly classified into two,

  • Property (non-life) general insurance
  • Life assurance
  1. Life Assurance

The term assurance is used in respect of life contracts. It is used to mean that life contracts are not contracts of indemnity as life cannot be indemnified i.e. put back to the same financial position he was in before the occurrence of loss.(life has no money value, no amount of money can give  back a lost or injured life)

Life insurance (assurance) is entered by the two parties in utmost good faith and the premiums payable in such life contracts depend on:

  • Age; The higher the age the higher the premiums as the age factor increase the chances of occurrence of death.
  • Health condition; A person with poor health i.e. sickly person pays higher premiums as opposed to one in good health.
  • Exposure to health risks; The nature of a person’s occupation can make him susceptible to health problems and death.

Types of policies

  • Whole life assurance – In whole life assurance, the assured pays regular premiums until he/she dies. The sum assured is payable to the beneficiaries upon the death of the assured.

Whole life assurance covers disabilities due to illness or accidents i.e. if the insured is disabled during the life of the policy due to illness or accidents, the insurer will pay him/her for the income lost.

  1. ii) Endownment policy/insurance

This is whereby the insured pays regular premiums over a specified period of time. The sum assured is payable either at the expiry of the period (maturity of policy) or on death of the insured, whichever comes first.

The insured, at expiry of policy is given the total sum assured to use for activities of his own choice.(ordinary endownment policy)

-Where the insured dies before maturity of contract, the beneficiaries are given these amounts.

Note; The assured person may be paid a certain percentage of the sum assured at intervals until the expiry of the policy according to the terms of contract. Such an arrangement is known as Anticipated Endowment policy.

Advantages of Endowment policies

  • They are a form of saving by the insured, for future investments
  • Premiums are payable over a specified period of time which can be determined to suit his/her needs e.g. retirement time
  • Where the assured lives and time policy matures, he receives the value of sum assured.
  • Policy can be used as security for loans from financial institutions.

Differences Between a whole life policy and an Endowment policy

Whole life Endowment
·                  Compensation is paid after the death of the assured

 

·                  Compensation is paid after the expiry of an agreed period
·                  Premiums are paid throughout the life of the assured Premiums are paid only during an agreed period
·                  Benefits go to the dependants rather than the assured The assured benefits unless death proceeds the expiry of the agreed period
·                  Aims at financial security of dependants Aims at financial security of the assured and dependants

 

  iii) Term insurance

The insured here covers his life against death for a given time period e.g. 1yr, 5yrs e.t.c.

If the policy holder dies within this period, his/her dependants are compensated.

If the insured does not die within this specified period, there is no compensation. However, a renewal can be taken.

  1. IV) Education plan/policies

This policy is normally taken by parents for their children’s future educational needs.

The policy gives details of when the payments are due.

  1. v) Statutory schemes

The Government offers some types of insurance schemes which are aimed at improving/providing welfare to the members of the scheme such as medical services and retirement benefits.

A member and the employer contribute, at regular intervals, certain amounts of money towards the scheme.

Examples

  • S.S.F
  • H.I.F
  • Widows and children pension scheme (W.C.P.S)
  • Annuity

Characteristics of life Assurance

  • It is a cover for life until death or for a specified period of time
  • It may be a saving plan
  • It is normally a long term contract and does not require an annual renewal
  • It has a surrender value
  • It has a maturity date when the assured is paid the sum assured bonuses and interests.
  • A life assurance policy can be assigned to beneficiaries
  • The policy can be any amount depending on the assureds’ financial ability to pay premiums
  • The policy can be used as security for a loan
  1. General insurance (property insurance)

This type of insurance covers any form of property against the risks of loss or damage. A person can insure any property he has an insurable interest in

General insurance is usually divided into;

  • Fire insurance/department
  • Accident insurance/department
  • Marine insurance/department
  • Accident insurance

This department covers all sorts of risks which occur by accident and includes the following;

  • Motor policies

-These provide compensation for partial or total loss to a vehicle if the loss results from an accident.

-The policy could either be third party or comprehensive.

Third party policies cover all damages caused by the vehicle to people and property other than the owner and his/her vehicle. This includes pedestrians, fare-paying passengers, cows, fences and other vehicles

In Kenya, a motor-vehicle owner is required by law to have this policy before the vehicle is allowed on the roads. One can also take a third party, fire and theft policy.

Comprehensive policy covers damages caused not only to the third party but also to the vehicle itself and injuries suffered by the owner. Comprehensive policies include full third party, fire, theft and malicious damage to the vehicle.

 

 

  • Personal accident policy

-These policies are issued by insurance companies to protect the insured against personal accidents causing;

  • Injury to the person
  • Partial or total physical disability as a result of the injury
  • Loss of income as a result of death

-If death occurs due to an accident, the insured’s beneficiaries are paid the total sum assured.

In case of a partial or total disability as a result of accident, the insured can be paid on regular periods, e.g. monthly as stipulated in the policy.

Compensation for injuries where one loses a part of his/her body can be done on a lump sum basis.

The insured is also paid the value of hospital expenses incurred if hospitalized as a result of an accident.

  • Cash and / or Goods in Transit policies

These are policies that specifically provide cover for loss of cash and goods in transit between any two locations.

E.g. Goods and cash moved from business to the markets, from suppliers to business e.t.c

  1. d) Burglary and Theft policies

These policies cover losses caused by robbers and thieves

Burglary policies are enforceable only if the insured has met the specified safety and precautionary measures for protection of the insured items.

E.g.-How much money should be maintained in different kinds of safety boxes

-Positioning of each of the cash boxes is also an important precautionary measure.

NB: The control measures are aimed at reducing both the extent and probability of loss occurring

  1. e) Fidelity Guarantee policies

These policies cover the employers against loss of money and/or goods caused by their employees in the cause of duty.

-The losses may be as a result of embezzlement, fraud, arithmetical errors e.t.c

-The policies may cover specified employees or all the employees

7) Workmen’s compensation (Employer’s Accident liability)

These policies provide compensation for employees who suffer injuries in the course of carrying out their duties.

The employer insures his employee against industrial injuries i.e the employer is only liable for the compensation of workers who suffer injuries at work.

  1. f) Public liability

This insurance covers injury, damages or losses which the business or its employees cause to the public through accidents.

The insurer pays all claims from the public upto an agreed maximum

  1. g) Bad debts

This policy covers firms against losses that might result from debtor’s failure to pay their debts.

iii)Marine Insurance

This type of insurance covers ships and cargo against the risk of damage or destruction at the sea. The main risks sea vessels are exposed to include; fire, theft, collision with others, stormy weather, sinking e.t.c

Types of Marine Insurance policies

The marine insurance covers are classified as Hull, cargo, freight and ship owners’ liability.

  • Marine Hull

This policy covers the body of the ship against loss or damage that might be caused by sea perils.

Included here are any equipment, furniture or machinery on the ship.

A special type of marine hull is the part policy, which is for a specified period when the ship is loading, unloading or at service.

  • Marine Cargo

This type of policy covers the cargo or goods carried by the ship

The policy is taken by the owners of the sea vessels to cover the cargo being transported. It has the following sub-divisions.

  • Voyage policy-Here cargo and ship are insured for a specific voyage/journey. The policy terminates automatically once the ship reaches the destination.
  • Time policy-Here insurance is taken to cover losses that may occur within a specified period of time, irrespective of the voyage taken
  • Fleet policy-This covers a fleet of ships,i.e several ships belonging to one person, under one policy.
  • Floating policy-This policy covers losses that may occur on a particular route, covering all the ships insured along that route for a specified period
  • Mixed policy-This policy provides insurance for the ship and cargo on specified voyages and for a particular period of time. No compensation can be made if the ship was on a voyage different from the ones specified even if time has not expired
  • Composite policy-This is where several insurance companies have insured one policy of a particular ship especially when the sum insured is too large to be adequately covered by one insurer.
  • Construction policy/builders policy-This covers risks that a ship is exposed to while it is either being constructed, tested or being delivered.
  • Freight policy-This is an insurance cover taken by the owner of the ship for compensation against failure to pay hiring charges by a hirer of the ship.
  • Third parties liability-This is an insurance policy taken by the owner of the ship to cover claims that might arise from damage caused to other people’s property.

Description of marine losses

The following are some of the losses encountered in marine insurance.

  • Total loss,

This occurs where there is complete loss or damage to the ship and cargo insured. Total loss can be constructive or actual.

In Actual total loss, the claims are as a result of the ships and/or cargos complete destruction. It could also occur;

-When a ship and its cargo are so damaged that what is salvaged is of no market value to both the insurer and the insured.

-When a ship is missing for a considerable period of time enough to assume that it has sunk.

Constructive total loss occurs when the ship and/or cargo are totally damaged but retrieved. It may also occur;

-Where a ship and its cargo are damaged but of market value. This could be as a result of decision to abandon the ship and cargo as the probability of total loss appears imminent.

-If the cost of preventing total loss may be higher than that of the ship and its cargo when retrieved e.g many lives may be lost in the process of trying to prevent total loss.

  • General average-This is a loss that occurs as a result of some of the cargo being thrown into the sea deliberately to save the ship and the rest of the cargo from sinking. The losses made are shared by the ship owners and the cargo owners proportionately as the effort was in the interest of both.
  • Particular average-This occurs where there is a partial but accidental loss to either the ship or the cargo. When this happens each of the affected party is soldy responsible for the loss that has occurred to his property. A claim can, however be made if the loss incurred amounts to more than 3% of the value insured.

Fire insurance-This type of insurance covers property damage or loss caused by accidental fire. Cover is offered to domestic commercial and industrial premises, plant and machinery, equipment, furniture fittings stock e.t.c

In order to claim for compensation as a result of loss by fire, the following conditions must be fulfilled;

  • Fire must be accidental
  • Fire must be immediate cause of loss
  • There must be actual fire.

There are several types of types of fire insurance policies. These include;

  • Consequential loss policy;(profit interruption policy)

This covers or compensates the insured for the loss of profit suffered when business operations have

It is offered to protect future earnings of an enterprice after fire damage.

  • Sprinkler leakage policy-This provides cover against loss or damage caused to goods or premises by accidental leakages from fire fighting sprinklers
  • Fire and Related perils policy-This covers buildings which include factories, warehouses, shops, offices and their contents. The policy does not cover loss of profit arising from fire damage.

CHARACTERISTICS OF GENERAL INSURANCE

  • It’s a contract of indemnity
  • It cannot be assigned even to ones relatives
  • The insured must have an insurable interest in the property to be insured
  • Premiums charged depends on the degree of risk, the higher the premium charged.
  • Compensation for loss can only be upto a maximum of the value of the insured property or the sum insured in case of under insurance.
  • It has no surrender value
  • It’s normally a short term contract which can be renewed periodically, usually after one year.

Factors to be considered when Determining Premiums to be charged

  • Health of the person
  • Frequency of occurrence of previous losses
  • Extent of the previous losses
  • Value of the property insured

 

 

 

Insurance Gambling
-The insured must have insurable interest -A gambler has no insurable interest
-Reinstates the insured back to the financial position just before loss -Aims at improving the winners financial position
-The insured is expected to pay regular premiums for the insurance cover to remain in force -Gambling money is paid only once
-Insurance involves pure risks -Gambling involves speculative risks
-The event of loss might never occur -The event of bet must happen to determine the winner and the loser.
  • Occupation of the insured
  • Age of the person or of the property in question
  • Location of the insured(address and geographical location)
  • Period to be covered by the policy
  • Residence of the insured.

 

Procedure for taking a policy

  • Filling a proposal form
  • Calculation of the premium to be paid
  • Issuing of cover note (Binder)
  • Issuing of the policy

Procedure of claiming compensation

  • Notification to the insurer-The insurer has to be notified about the occurrence of any incident immediately.
  • Filling a claim form-The insurer provides the insured with a claim form which he fills to give details of the risk that has occurred
  • Investigation of the claim-The insurer arranges to investigate the cause of the incident and to assess the extent of the loss incurred. The insurer is then able to establish whether the insured is to be compensated and if so, for how much.
  • Payment of claim-On receipt of the report of the assessor, the insurer pays the due compensation to the insured. (Payment of the compensation shows that both the insurer and the insured have agreed on the extent of the loss and the payment is the settlement of the claim)

INSURANCE AND GAMBLING

In most cases, insurance is erroneously taken to be the same as gambling in that small amounts are contributed by many people into a common fund which later benefits just a few people. They are however different and their differences include;

 

 

 

 

PAST KCSE QUESTONS

1.1995 Describe the procedures that should be followed when taking an insurance policy.              10mks)

2.1996 explain four ways in which the insurance industry promotes the growth of business enterprises.                                                                                                                                                       (5mks)

3.1997 Explain four ways in which the insurance industry contributes to the development of Kenya’s economy.                                                                                                                                        (10mks)

4.1998 Discuss various insurance policies under which an insurance company would not compensate the insured in the event of the loss.                                                             (10mks)

5.1999 Discuss various insurance policies that the owner of a supermarket may find it useful for the business.                                                                                                                                       (12mks)

6.2000 Explain four benefits of the ‘pooling of risks’ to an insurance company.   (8mks)

7.2001 Explain the factors that may make it necessary for an insurance company re-ensure.

8.2002 Explain the meaning of the following terms as used in insurance                              (10mks)

  1. i) Uberrimae fidei
  2. ii) Indemnity
  • Third party motor vehicle insurance
  1. iv) Contribution.
  2. v) Subrogation

9.2003 Discuss four circumstances under which an insurance contract may be terminated.           (8mks)

10.2004 Explain five benefits that could be enjoyed by a person who decided to take out an endowment policy.                                                                     (10mks

 

 

 

 

 

 

 

 

 

 

 

TOPIC

PRODUCT PROMOTION

Product is an item or service offered to the consumers at a price. Therefore, product promotion is the communication or any activity undertaken to inform the consumers, persuade and remind them to buy the product from the market.

 

The purpose/Importance of product promotion

  • It informs the customer of the availability, price, and where to obtain the product to satisfy their wants
  • It persuade the buyer to buy their products a head of their competitors products in the market
  • It reminds the customers of the continued existence of a given product in the market
  • It educate the consumers of the usage of the product to satisfy their needs fully
  • It informs them on any improvement that has been made on the product
  • It stimulates the demand of the product being promoted in the market
  • It brings out the positive features of the product
  • It opens new market for the product in the environment

 

Methods of product promotion

Product promotion may be carried out in the following ways:

  • Personal selling
  • Advertising
  • Sales promotion
  • Publicity

 

Personal selling

This is a method of promotion where there is an oral presentation in the conversation with the prospective customer. It is done by with the use of salesmen who informs the prospective buyer of all the aspects of the product

 

Methods of personal selling

Personal selling can be carried out in the following ways;

  • Through sales person approaching the customers

A case where the sales person approaches the prospective customers after drawing their attention, explaining details of the product and even demonstrating how the product works in order to persuade the customer to buy.

 

Steps involved in personal selling through sales person

  • Identify prospective customers who could possibly require the product
  • Preparing the presentation by gathering all the possible information about the product , as well as designing an appropriate methods that he will be used to present to the customer
  • Establishing the customers contact, as well as choosing an appropriate time to meet the customer to be. That is the time when the customer may receive him
  • Arousing the consumers interest in the product by attracting his/her attention through approach and languages, as well as making the prospective customer develop interest in the product
  • Dealing with the objections on the product which may have been brought about by the customer to be
  • Closing the sale by inquiring whether the prospective customer will be interested in the product or not. This should be done in a polite manner
  • Offering after sale service to the customer on the product that has been sold

 

 

 

 

Shows, trade fairs and exhibitions

This is where the manufacturer of a given product gets a chance to display publicly to the prospective customer to inform them about the product. The prospective customers’ attention is then drawn to the product and more information is given to him about the product at the point where it is displayed.

 

Advantages of shows, trade fair and exhibitions

  • It gives the customer an opportunity to compare various products before making a decision on what to buy
  • It gives the sales person an opportunity to explain in fine details the features of the product to the prospective customers
  • The manufacturers of the product gets a chance to receive immediate feed back from their customers through interactions during the shows
  • The number of people visiting their stall to asses their products will help them determine their potential market size for the product

Disadvantages of shows, trade fairs and exhibitions

  • It is expensive to hire a stall for the exhibition of the product
  • The sales person may have to explain over and over again for the prospective customers as they may not enter into the stall at the same time
  • The trade fairs are not frequently organized, therefore an organization rely on it as the only means of product promotion may not succeed

 

Showrooms

These are large rooms where goods are displayed, especially bulky and durable goods like cars, furniture’s, etc for the customer to see and be informed about them to stimulate their interest in them

The room allows the customer to get more information about the product from the sales person in the showroom

 

Advantages of showrooms

  • They enables the seller to get immediate feed back on the product
  • They enable the customers to get clarification on the product they need to purchase
  • It is a cheap method of production
  • It provides an opportunity for the usage of goods to be demonstrated
  • The information the prospective customer get from the show room is more reliable

 

Disadvantages of showrooms

  • They are usually located away from the town centers, making them not be accessible by many
  • It is expensive to hire showrooms
  • They require security to protect the goods inside them which may be very expensive
  • Some prospective customers may tamper with goods in the room while trying to operate them

 

Free Gifts

A gift is an item given to the customer free of charge after buying a product which it is pegged on or buying products of a given value. The gift may not necessarily be the same as the product bought, but they are meant to encourage the customer to buy more or give the customer opportunity to explore the product given as a gift.

 

Advantages of free gifts

  • It enable the customer to enjoy the product given as a gift without paying for it
  • It persuades the customer to buy more of the product in order to get the gift
  • It is an additional product, and therefore increases the customers satisfaction
  • It may help in creating loyalty in the product being promoted

 

Disadvantages of free gifts

  • It makes the customer buy including products they didn’t require in order to the said gift
  • The cost of the product may be very expensive for he customer
  • Some middlemen may remove the gift and keep or even sell to the customer to maximize profit

 

Free Sample

This is a product on trial given to the customers freely to influence their demand towards the product. It mainly used when the product is new and the customer may have not known about the existence of the product

 

Advantages of free sample

  • It enables the customer try the product before making a decision to buy it
  • The customer is able to enjoy the product that otherwise he may have not enjoyed
  • The organization is able to get immediate feedback from the customer about their new product
  • It enables the organization to acquire more customers for their product

 

Disadvantages of free sample

  • Some of those receiving the sample may not come back to buy
  • It may be an expensive method of promotion especially where many samples are to be given
  • Goods given for free may reduce the value of goods that may have been sold to earn profit
  • It is not suitable for expensive products

Circumstances under which personal selling is appropriate

  • When launching a new product in the market which requires a lot of awareness to the prospective customers to enable them make a choice
  • When a product is tailored to meet the customer’s needs, as different consumers have different needs, taste and preferences to be addressed.
  • When demonstration is required on how the product works, especially the technical products
  • When the organization has the capacity to finance the sales force carrying out the personal selling.
  • Where the market is concentrated within a given region that can easily be accessible by the task force.

 

Advantages of personal selling

  • It is more flexible than any other method for the marketer is able to meet the needs of different people
  • It enable the prospective customer to know more details about the product before making a decision
  • The sales person is able to demonstrate the use of the product
  • The seller is able to get immediate feedback on the product
  • The seller is able to obtain the personal contact of the prospective buyer
  • It gives the buyer an opportunity to negotiate the terms of purchase
  • It takes care of both literate and illiterate prospective customer
  • The seller is able to persuade the prospective buyer to buy the product

 

Disadvantages of personal

  • It is labour intensive and therefore very expensive when the area to be covered is wide method
  • It is time consuming as it involves explanation and demonstration
  • It may only target a particular group of people
  • The seller has to meet the travelling and other expenses involved which may be very expensive
  • Salespersons may misuse the resources allocated for them, making the target not to be achieved
  • The process may inconvenience the prospective buyer’s program
  • It may only cover a given region which may not be wide enough

 

 

Advertising

This is the presentation of information about a product through public media such as news papers, radios, billboards, etc

Types of Advertising

  • Product advertising: – this is a form of advertisement meant to promote a given product or a particular brand of product
  • Institutional advertising: – this is a form of advertisement meant to improve the image of the institution or organization and not a particular product. It is meant to create confidence in the customers about the institution
  • Primary demand advertising: – a form of advertisement meant to a new product that has been introduced in the market for the first time. It is mainly to create awareness of the existence of that particular product
  • Celebrity advertising: – a form of advertisement where a famous/popular person is used to promote a particular product. It is meant to convince those who identify themselves with that personality to buy the product
  • Informative advertising: – a form of advertisement meant to give the customer more information about the product to enable them make an informed decision
  • Competitive/persuasive advertising: – a form of advertisement carried out with organizations producing similar product to persuade the customers to buy their products ahead of their competitors
  • Corrective advertising: – a form of advertising meant to correct a misleading information that may have been given out about the product
  • Reminder advertising: – a form of advertising meant to remind the customers that the product still exists in the market and is still capable of satisfying their needs.

Advantages/Importance of advertising to the business

  • It maintain the sales of an already existing product
  • It create awareness in the customers about a new product in the market
  • It informs the customers about the changes that may have been made in the product
  • It helps in building image or reputation of the selling organization
  • It may increase the volume of the existing sales of a product
  • It reaches peoples who may have not been reached by the sales person
  • It compliments the effort of the sales person to enable them achieve their sales objectives
  • It clears the customers misconception and prejudice about the product
  • It opens up new markets for the products.

 

Disadvantages of advertising to the business

  • It may be costly to the business in terms of money and other resources
  • It leads to increase in cost of production if at all it has to be done frequently
  • The cost of the advertisement will always reduce the profit margin of the business
  • Poorly planned advertisement may negatively affect the business
  • Misleading advertisement may reduce the level of business operation

 

Advantages of advertising to the customer

  • They educate them on the usage of the product
  • They inform them on the products availability
  • They guide them on where to get the product
  • The outlines all the features about the product including prices to the customer
  • Competitive advertisement may lead to improved quality of goods to benefit the customer
  • Information on different prices through competitive advertisement makes the customer to benefit from the reduced prices

 

Disadvantages of advertising to the consumer

  • The advertisement may not disclose the side effect of the product
  • The advertising cost may be passed to the consumers through increased price
  • Some advertisement may persuade customers to buy what they do not require leading to impulse buying
  • Some customers may buy substandard goods due to misleading advertisement

 

Advertising media

These are channels or agents through which an advertisement message is conveyed to the target group. They includes both the print and electronic media which includes; newspapers, journals, magazines, posters, bill-boards, brochures’, radio, television, neon signs, etc

 

  • Newspaper

These are daily or regularly publications which contains advertisement. They includes, Daily nation, Standard, Taifa Leo, citizen, star, etc

Advantages of newspaper

  • The can reach areas that other means may not reach
  • Many people can afford them as they are relatively cheap
  • They cover a wider geographical area, leading to a wider market
  • The message on the news paper can last for a longer period of time, making it to reach more customers
  • The advertisement appearing in the newspaper is readily acceptable by the reader
  • Colored print makes the advertisement to be more attractive to the reader who in turn gets the information

Disadvantages of the newspaper

  • Many of them are written in English or Kiswahili, making them to only target those who can read and understand the language
  • It discriminate against the illiterate group who can not read the information
  • They have short lifespan as they may be read only on the day it is circulated
  • It can not be used to focus on a specific target as they are read by almost everybody
  • Some of the prospective customers are always in a hurry to read the newspaper and may not pay attention to the advertisement
  • Magazines and Journals

These are periodic publications meant to target a particular class or group of people. They may be published monthly, quarterly, annually, etc. The information reaches the targeted group as they read them

Advantages of magazines and Journals

  • The specific information for the targeted people can be published
  • They can be read and re-read before the next publication may the information to last longer and plead with the prospective customer
  • Their publication is of high quality and colourful, making them to draw the attention of their targeted group easier and passing the information to them
  • The quality material they are made of makes them to last longer and can be accessed even by those who may have not been around during their publication

 

Disadvantages of magazines and journals

  • If the time gap between the publication time and circulation time is wide, the advertisement may fail
  • They are a bit expensive which makes some of the potential customers not to afford them
  • The cost of advertising on them may be expensive for the organization
  • Their circulations may be limited to a small geographical region
  • The publications may not be available in the vernacular language to reach those who are not able to read either English or Kiswahili

 

Posters and Billboards

A form of advertising that may contain the information about the product either in words, pictures or both for the customer to see and read.

 

Advantages of posters and billboards

  • They are able to convey the information to the large audience, as they are placed in strategic position
  • Posters are cheap and easy to prepare
  • The use of different colors makes them to be more attractive and appealing to more audience
  • It can be used by both literate and illiterate group
  • The message may last for a longer period of time
  • Billboards are conspicuous and hence attractive to the audience

 

Disadvantages of posters and billboards

  • May be affected by adverse weather condition, especially rain
  • If not placed strategically, it may not reach the targeted group
  • Incase destroyed by the passersby, the information may not meet the targeted group
  • Bill boards are expensive to make and maintain

 

Transit/transport advertising

A form of advertisement whereby vehicles such as trailers, matatus, buses, etc are used to carry and convey the advertisement message

 

Advantages of transit advertisement

  • The message reaches most of the people in the environment
  • They message last long as the paints always last on the vehicle
  • Transit vehicles may carry the message a long way to their final destination
  • It is captivating to the members of the public especially the promotion convoy, hence can easily reach the target

 

Disadvantages of transit advertisement

  • During the rush hour, the crowd may hinder some from getting the information
  • It mainly relay the information to those served by the vehicles
  • The noise produced by the promotion convoy may be a nuisance to some members of the public

 

Brochures

These are small pamphlets carrying message and pictures about product being advertised.

Advantages of Brochures

  • They are easy to carry around as they are small in size
  • They are effective in meeting the targeted group
  • Their cost of production is not very high
  • They can be distributed at different places to meet the targeted group
  • Can be made attractive by the use of different colours
  • They have a long life and therefore can be used repeatedly
  • They can be used to direct others on where to get the product

 

 

Disadvantages of Brochures

  • The information may not reach the illiterate group
  • They may be ignored by the intended users
  • They may require frequent updating if many changes are made on the product making it expensive

 

  • Radio

This is a channel that allows for the advertised messages to be conveyed through sound to the listeners, with some background music accompanying the message

 

Advantages of Radio

  • Different languages may be used to reach different people
  • It is accessible even to the remote areas that is not covered by other media
  • One can choose the time to advertise to reach the targeted group
  • Able to serve many people at the same time
  • It can be used for both literate and illiterate members of the group
  • The advertisement can be repeated over and over again according to the advertisers needs
  • The music accompaniment may attract many people to listen to the information
  • Can reach even the blind as they are able to hear
  • The message can be conveyed in different languages

 

Disadvantages of Radio

  • Their advertisement does not have any reference
  • It may be more expensive than the print media
  • Poor timing may make the message no to reach the targeted group
  • It may interrupt some programmes to the annoyance of the listener
  • It short and brief advertisement may be missed by the listeners
  • It is difficult for the listener to visualize the product

 

Television (T.V) and Cinema

Television is a form of media advertisement where the written words are combined with motion pictures and sound to pass the information

Cinema is where the advertised messaged is conveyed during film shows in the cinema halls. It may be before or after the movie.

 

Advantages of Television (T.V) and Cinema

  • It appeals to most people as it is entertaining
  • It makes it possible for the demonstration of the use of the product
  • It is able to reach both the literate and illiterate viewers
  • The advertisement can be aired over and over again to meet the targeted group
  • The advertisement may be modified when need arise
  • It has wide appeal to many people
  • The message can be conveyed in different languages

 

Disadvantages of Television (T.V) and Cinema

  • The cost of advertising through this media is high
  • The television sets are expensive to acquire, hence many people may not have them
  • Their uses are limited to places with electricity
  • The advertisement may not last longer
  • The time for airing the information may not suit the targeted audience

 

 

Neon Signs

This is a form of advertisement where the message is passed to the public through the use of electrical signals transmitted through neon lights. They are usually common in the banks, airlines, jewel shops, etc

 

Advantages of Neon Signs

  • The use of different colours makes them very attractive and catch attention of different people
  • They can be put strategically making them to be visible to many people
  • Can be used both at night and day
  • They direct the customer on where the goods are to be found

 

Disadvantages of Neon Signs

  • Can only be used where there is electricity
  • They are expensive to buy and maintain
  • The message may not easily reach the illiterate

Advertising Agencies

These are businesses that specialize in advertising work and are hired to carry out the functions for other businesses. They are paid a commission for this

 

Functions of Advertising Agencies

  • They help the organizations in designing their trade marks, logos and advertising materials
  • They book space and airtime for their clients in various media
  • They offer advisory services to their client on selling techniques
  • They advertise on behalf of their clients
  • They choose on behalf of their clients the appropriate media to be used

 

Publicity

This is the mentioning of the product or the organization in the mass media to make it be known to many people. There two types of publicity, that is free publicity (where the payment is not required) and Special featured publicity (where there is payment, for example sponsoring an event in the public)

 

Advantages of Publicity

  • It saves the organization money incase of free publicity
  • It is likely to cover a wider region as the publicity is in the media
  • The organization may earn credibility due to positive publicity
  • The information may be received positively by the customers as the message is likely to be more objective
  • It may improve the competitiveness of the firm

Disadvantages of Publicity

  • Unfavourable information about the organization may reach the public especially in free publicity
  • It is irregular and short lived
  • Might require special occasion or event in order to attract the mass media
  • The firm does not have control on how the information will appear in the media and the extend of the coverage

 

Public relations

A process of passing information with an intention of creating, promoting, or maintaining good will and a favourable image of the organization in the public. It involves informing the public about the firm’s achievement and how it is contributing to the community welfare and development, to get more approval of the public

 

 

Advantages of public relations

  • May be used to correct the dented image of the firm
  • It informs the public about the activities of the firm
  • Assist in upholding the good image of the firm
  • It improves the relationship between the firm and its customers

 

Disadvantages of public relations

  • It is costly in terms of time and finance involved
  • The customer may make premature buying arising from the picture created by the firm
  • Effects may take long before they are actually realized
  • It may be difficult to evaluate the impact of the message, since the customers are not obliged to respond to it

Point of purchase (Window) display

This is where the items are arranged in the shops strategically, allowing the customers to see them easily. The arrangement is meant to attract the customer’s attention and induce them to buy goods as they pass close to the shop

 

Advantages of Point of purchase display

  • May induce the customer to buy the product due to their arrangement
  • As the customers get in to the shop, they are likely to buy including the other goods that were not being displayed
  • The customers are able to determine the features of the product with ease
  • It is relatively a cheaper method of promotion

 

Disadvantages of point of purchase

  • The method only work well with the potential customers who are near the shop and not far away
  • They may also attract thieves especially if the product displayed is of high value
  • In case the arrangement does not appeal so much to the customers, they may not get into the shop
  • It may be expensive setting up the display area

 

Direct mail Advertisement

A form of advertisement which is sent to the potential customers directly in the form of a mail, for example the pricelist being sent to the potential customers

 

Advantages of direct mail advertisement

  • It is able to reach the targeted group as they are sent to the potential customer directly
  • The message may be made to suit the requirement of the specific customer to be
  • There may be an immediate respond on the message
  • The potential customers incurs no cost to acquire the information

 

Disadvantages of direct mail advertisement

  • Some mails may not get to the intended customers in time
  • The prospective customer may ignore the advertisement
  • May not be effective where the customer needs to examine the product
  • This method may be expensive especially in terms of material and money
  • It may only appeal to the literate group only

 

 

 

Catalogue

A booklet that gives information about the product that the organization deals in. It gives the description about the product, the picture as well as the prices of the product.

 

Advantages of catalogue

  • It may be used to advertise all the products in the organization
  • The owner/organization has the total control over the catalogue
  • It gives detailed information about the product
  • Its colourful nature makes it an attractive promotion tool

 

Disadvantages of catalogue

  • It is expensive to produce increasing the cost of production
  • Change in price may affect the whole catalogue

 

Guarantee (warranty issue)

An assurance given to the customer that the product will serve as expected if used according to the instructions given by the manufacturer. For the guaranteed period the seller will be willing to maintain repair or replace the product for the customer

 

Advantages Guarantee

  • The confidence built in the customer by the guarantee to the customers makes them to buy more products.
  • It may create the customers loyalty to the product of the firm
  • The fact that the product can be replaced if it gets spoilt within the period is an advantage to the customer

 

Disadvantages of guarantee

  • Repairing or replacing the product may be very costly to the organization
  • The method may only be suitable for the durable goods
  • The customer may be tempted to mishandle the good during this period

Discount

This is a reduction in price of the commodity, allowing the buyer to pay less than what he would have paid the goods.

 

Types of discount

  • Quantity discount: – Allowed by trader to encourage him/her to buy more quantity of the product being offer
  • Trade discount: – Allowed to another trader who is buying products for resale to the consumers
  • Cash discount: – Allowed to the customer to enable him pay promptly for the goods bought

 

  • Loss leader: – Selling the price below the market price to entice the customer to buy
  • Psychological selling: – Playing with the customers psychology in terms of pricing by quoting odd prices such as 999, 199, 99, etc to convince the customer that the price has been reduced
  • Credit facilities: – where the customer is allowed to take a product for his consumption and pay for it later. This entices the customer to buy more of the product
  • After sales service: – these are services offered to the buyer after the goods have been bought. They may be in terms of packaging, transportation or installation which may be offered to the customers free of charge. This makes the customer to buy more goods with confidence

 

 

 

Sales promotion

These are activities carried out to increase the sales volume of a business. They are activities out of the ordinary routine of business that is carried out by the seller to increase his sales volume.

The methods of carrying out sales promotion includes all the methods of carrying out product promotion as discussed earlier, that is, shows and trade fair, showrooms, free gifts, free sample, personal selling, advertisement, window display, credit facilities, after sales services, etc

 

Factors to consider when choosing a promotion method

  • The cost of the promotion that is whether the company can afford it or not, for some promotion methods are very expensive that may not be easily affordable to the company.
  • The nature of the product being promoted especially whether it requires demonstration or not. Products which requires demonstration are best promoted through personal selling
  • The targeted group for the advertisement, on whether they can be reached by that method or not. The promotion method must reach the targeted group, if it has to be effective
  • The objective that the firm would like to achieve with the promotion, and whether the method is helping them to achieve that particular objective
  • The method used by the competitor in the market to enable them choose a method that will enable them compete favourably
  • The requirement of the law concerning product promotion, to enable them not use what the law does not allow

 

Ethical issues in product promotion

These are rules and regulations to be followed when carrying out promotion to avoid violating other people or businesses right. They include;

  • Cheating on performance of the product to attract more customers by given them wrong and enticing information about what the product can do.
  • Cheating on the ingredients of the product by telling them that the product contains a suitable type of ingredient which does not exist just to lure them to buy the product
  • Not telling them the side effects of the product which may affect them should they continuously use the product due to fear of loosing customer
  • False pricing, especially a case where they overprice their and later on reduce them slightly just to lure the customer, yet exploit them
  • Not caring about the negative effect of the product on the environment, which may includes littering of the environment by the posters used for advertisement
  • Social cultural conflict, especially putting up some forms of advertisement which are considered a taboo buy the community leaving around, such as hanging a billboard of a female advertising inner wears next to a church

 

Trends in product promotion

The following are some changes that have taken place to improve the product promotion activities

  • Use of website/internet to advertise product world wide, which has increased the coverage
  • Encouraging gender sensitivity and awareness in product promotion to bring about gender balance
  • Use of electronic billboards in advertisement to increase their visibility even at night
  • Intensifying personal selling by the business to reach more customers
  • Development of promotion convoys to move from one place to the other with music and dancers to attract more prospective customers
  • Catering for the rights of the youths when carrying out product promotion and even involving them in carrying out the promotion
  • Catering for the interest of those with special needs when carrying out advertisement
  • Advertisement through mobile phones by sending them s.m.s about the product

 

 

 

 

 

 

 

 

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