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Page 1: Recent trends in education aid: towards - UNESCO trends in education aid: towards a classification of policies by Lene Buchert A Report from the IWGE Paris 1995 UNESCO: International
Page 2: Recent trends in education aid: towards - UNESCO trends in education aid: towards a classification of policies by Lene Buchert A Report from the IWGE Paris 1995 UNESCO: International

Recent trends in education aid: towardsa classification of policies

Page 3: Recent trends in education aid: towards - UNESCO trends in education aid: towards a classification of policies by Lene Buchert A Report from the IWGE Paris 1995 UNESCO: International

Recent trends in education aid:towards a classification of policies

by Lene Buchert

A Report from the IWGE

Paris 1995UNESCO: International Institute for Educational Planning

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This study is based on official and unofficial statistics and docu-mentation on education aid policies. The views and opinions expressedin this volume are those of the author and should in no way be attribu-ted to UNESCO, the IIEP or to any of the agencies which are membersof the IWGE.

Financial support for this publication was provided by the memberagencies of the IWGE Planning Committee.

This volume has been typeset using IIEP’s computer facilitiesand has been printed in IIEP’s workshop

International Institute for Educational Planning7-9, rue Eugène-Delacroix, 75116 Patis

Cover design byBlandine Cliquet ©UNESCO November 1995 IIEP/ph

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Preface

The present report is an expanded version of a background documentprepared for the last meeting of the International Working Group onEducation which took place from 16 to 18 November 1994 in Nice, France.

It is largely based on first hand information provided by the differentmembers of the Working Group on the current policies and practices oftheir respective agencies, including some basic figures about education aidflows. This information has been complemented by an analysis of officialpolicy documents and of the existing literature on education aid.

Nevertheless, an important conclusion to be drawn from the wholeexercise is that the data base available for discussing education aid issuesis extremely weak. In the absence of a standardized system for recordingaid flows, it is even difficult to give clear answers to simple questions suchas: Is overall aid to basic education increasing since Jomtien? What is therelative share of non-forrnal programmes within the overall basic educationaid package? Or even exactly how much aid goes to primary schooling?Furthermore, the processes by which education aid policies are being trans-lated into specific programmes and the ways in which these programmesare being designed and implemented are also poorly documented.Consequently, there is an urgent need to reinforce our knowledge baseabout education aid flows and processes, a challenge which the IWGE hasalready taken up and to which it will have to pay increasing attention in thefuture.

The major part of the present publication is an attempt to identifyconvergence and divergence in the basic assumptions about education anddevelopment, which are underlying different donor policies. It is based onthe firm belief that making these assumptions explicit is an important stepon the way to making negotiations between aid agencies and national

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Preface

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governments more transparent, and to facilitate co-ordination betweenagencies. However, it is only a first step. As indicated by the author, thereis often a wide gap between formal policy declarations and their actualimplementation .

Empirical research on aid practices will therefore be required in orderto make international co-operation more transparent, and at the same time,hopefully more efficient.

The IIEP expresses thanks to Lene Buchert for her excellent seminalwork in this area. We are convinced that the present report will generatemore thoughts and debates on the important issues facing development sup-port to education.

Jacques Hallak Assistant Director-General

Director, IIEP

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Contents

Preface v

Composition of the Planning Committee of the IWGE viii

List of abbreviations ix

I. Introduction 1

II. The contradictions of aid in the 1990s 3

1. Trends in international aid 1960-1993 4

2. Aid to Least Developed Countries (LDCs) 9

3. Social sector allocation 9

4. Education support 1985/86-1994 15

5. Summary 25

III. The state of donor educational policy thinking and practice 25

1. Characteristics of education aid 26

2. From policy formulation to practice 31

3. Summary 37

4. Prospects for education aid in the 1990s 38

Appendix - Characteristics of education aidamong selected donors 43

Bibliography 54

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Composition of the Planning Committee of theInternational Working Group on Education (IWGE)

The Planning Committee of the IWGE is composed of representatives ofthe following agencies:

• Aga Khan Foundation (AGK). • German Foundation for International Development (DSE). • Swedish International Development Agency (SIDA). • UNESCO. • UNICEF.• USAID. • World Bank (IBRD).

The Secretariat of the International Working Group on Education isprovided by the International Institute for Educational Planning (IIEP).

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List of abbreviations

African Development BankAustralian International Development Assistance BureauAga Khan FoundationCanadian International Development AgencyDevelopment Assistance CommitteeAssociation for the Development of African EducationDepartment of International Development Co-operationGeneral Directorate for Development Co-operation (Italy)General Directorate for International Co-operation(the Netherlands)German Foundation for International DevelopmentEuropean UnionFood and Agriculture Organization of the United NationsFinnish International Development AgencyFrench Ministry of Co-operation and DevelopmentGerman Organization for Technical Co-operationGross National ProductInternational Institute for Educational PlanningInternational Working Group on EducationJapan International Co-operation AgencyLeast Developed CountryNon-Governmental OrganizationsNewly industrialized countriesNorwegian Agency for Development Co-operationOfficial Development AssistanceOverseas Development Administration (United Kingdom)Overseas Development InstituteOrganization for Economic Co-operation andDevelopmentOil Producing Export CountriesSwedish International Development Authority

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ADBAIDABAKFCIDADACDAEDANIDADGICDGIS

DSEEUFAOFINNIDAFMCDGTZGNPIIEPIWGEJICALDCNGOsNICNORADODAODAODIOECD

OPECSIDA

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List of abbreviations

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Swiss Development Co-operationUnited NationsUnited Nations Development ProgrammeUnited Nations Educational, Scientific and CulturalOrganizationUnited Nations Fund for Population ActivitiesUnited Nations Childre’s FundUnited States Agency for International DevelopmentWorld Bank

SDCUNUNDPUNESCO

UNFPAUNICEFUSAIDWB

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I. Introduction

International aid, including aid to education, seems to be changing inintention, content and direction in the 1990s compared to earlier decades.A key concern now expressed by many multinational and national donoragencies is the need for renewed international commitment and expandedinternational efforts to combat global poverty and inequalities between theNorth and the South, and among individual countries within both areas, inorder to create sustainable development in the South. This goal is accom-panied by other, and often competing, demands on aid-giving, for in stan-ce the establishment of multi-party democracies and good goverrnance,economic adjustment programmes, protection of the environment, safe-guarding international human rights, and improving women’s circum-stances and participation in development.

There is, however, still a wide gap between rhetoric and reality interrns of the total aid flows from the North to the South needed to addressthese questions, and in terms of implementation of the stated purposes. Anumber of factors have been identified to explain why progress has not yetbeen made in significantly attacking global poverty and other relatedimportant issues. Amongst these are (Hewitt, 1994; Randel and German,1994; Ravnborg and Sano, 1994):

• the need to develop adequate measures to diagnose the actual povertysituation in individual contexts as a precondition to solving the pro-blem;

• the end of the Cold War, with increased pressure to divert resources toso-called transitional economies particularly in former Central andEastern European countries and in the newly independent states of theformer Soviet Union;

• reduction of traditional development aid budgets due to economicrecession and other demands, including peace-keeping and humanita-rian relief efforts; and

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• growing aid fatigue and loss of confidence in the effectiveness,mechanisms and policies of aid-giving.

Other underlying issues are whether aid to economic adjustment andgood governance promotes rather than alleviates poverty, underemploy-ment, disease and malnutrition, and whether aid for empowerment ofwomen is from the outset a contradiction in terms.

As part of the renewed attention to global poverty alleviation and sus-tainable development, a general focus has been set on the importance ofsupport for the social sectors. This was reflected in the themes of a numberof international summits, for example the Jomtien Conference onEducation for All in 1990, the Cairo Conference on Population andDevelopment in 1994, the Copenhagen Social Summit meeting in 1995,and the Fourth World Conference on Women in Beijing in September 1995.Such nominal focus did not, however, in all cases pay adequate attention toeducation as part of social-sector activities. While education was the natu-ral central theme of the Education for All meeting in 1990, considerablelobbying had to take place before education was even put on the agendahalf-way through the Copenhagen Social Summit (Politiken, 1995).

This lack of attention to education was surprising because of the nowestablished interrelationship between specific levels and kinds of educationand poverty alleviation. This includes the expected effect of education onthe self-reliance of individuals and society, the established knowledge ofthe positive relationship between education and declining child mortality,improved health and nutrition, and the positive correlation in many casesbetween education and increased productivity in urban and rural areas andin the formal and informal sectors.

The low emphasis on education also stands in contrast to the central impor-tance which human resources development has recently been given in thedevelopment strategy plans of a number of agencies, and the role whicheducation is envisaged to play in this process. It is now generally arguedthat investment in the human potential below the economic threshold, ineducation, health and population issues, is critical to ensure full participa-tion in economic growth and to share in its benefits, in short, that "reducing

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poverty can make a real contribution to economic growth» (Ministry ofForeign Affairs of the Netherlands, 1993a: 6).

The purpose of this study is to look more closely at the interrelation-ship between the declared poverty orientation of aid agencies and the rolethey seem to afford to education. The study will, first, analyze the recentpatterns in international aid seen in light of the international concern withglobal poverty. Central to this analysis is the extent to which human priori-ties are gaining importance in aid-giving and whether education is seen asimportant in this respect. The study will, then, focus on the thinking behindthe policies based on a significant sample of national and multinationaldonors (including also one foundation). It will, finally, discuss the adequa-cy of agency responses to their overall formulated goals and point to areasof research which could help enhance our understanding of trends andmechanisms of education aid seen in the context of the poverty orientation.

This study is based on official and unofficial statistics on aid and edu-cation, and on official and unofficial documentation on education policy.The unofficial documentation was analysed on a preliminary basis by theauthor for presentation at the meeting of the International Working Groupon Education (IWGE) in Nice, 16-18 November 1994 and appears in thereport entitled ‘Education aid policies and practices’ (IIEP, 1995). For thispresent study, the initial analysis of patterns in aid practice has been expan-ded, preliminary conceptual work on education policy formulation hasbeen undertaken, and perspectives for future work in the area have beenoutlined.

II. The contradictions of aid in the l990s

International aid has always been provided based on a complex set ofunderlying economic, commercial, political, strategic, social and huma-nitarian motives. The relative dominance of each of the motives hasvaried over time both in terms of individual donor countries and in a moreglobal sense, depending on changing national and international contextsand on the circumstances in individual countries of the South. The relati-ve dependence on international aid in individual developing countrieshas, similarly, changed. In the 1990s, there are continued strong needs for

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foreign aid, for example, in sub-Saharan Africa, whereas other countries,for example some of the newly industrialized countries (NICs) inSouth-East Asia, have reached levels of economic performance whichcould turn them into aid givers rather than recipients.

Although the underlying motives of aid are debatable and, sometimes,even questionable, aid is likely to remain critical in most contexts as one ofthe primary sources of financing poverty alleviation. In the thinking ofmany agencies, aid can support broad-based economic growth policies withbuilt-in redistribution policies aimed at poverty reduction, including theprovision of basic needs and income-generating activities for the poor(DANIDA, 1994a; Ministry of Foreign Affairs of the Netherlands, 1991).This kind of aid is needed both in countries with relatively high economicdevelopment, low aid dependency, but extreme poverty pockets, such asIndia, and in countries with low or negative economic growth, high aiddependency, and high poverty levels, such as Tanzania and Mozambique.By financing investment in human resources, aid is seen by many agenciesas a means of enhancing the productive and other potential of the poor, the-reby enabling self-generating growth and attraction of foreign investments.

1. Trends in international aid 1960-1993

The members of the Development Assistance Committee (ADC) ofthe Organisation for Economic Co-operation and Development (OECD)have long been the main contributors of the world Official DevelopmentAssistance (ODA), in 1991 providing more than 90 per cent of the total(Randel and German, 1994: 20). Among them, Japan has gained increasedimportance and is now the main contributor in absolute terms followed bythe USA, France and Germany (Figure 1). Japanese aid has partially com-pensated for reduced aid from the Oil Producing Export Countries (OPEC)to countries outside the Arab world. The total list of contributing OECDcountries has expanded to also include small countries, for exampleIreland.

Whereas the total ODA increased somewhat (by US$2.7 million)during 1990-1993, the trend for many of the major donors was downward(Table 1). This includes some of the donors which are most strongly

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advocating the need for poverty alleviation, for example Canada, theNetherlands, Norway, and Sweden. In some cases, such as Austria andGermany, the increased amount of foreign aid covers new obligations intransitional economies in former Eastern Europe (Deutscher, 1994; Randeland German, 1994: 14).

As a percentage of the gross national product (GNP), the ODA avera-ge for DAC member countries decreased (from 0.44 per cent to 0.29 percent) during 1960-93 (Table 1). This downward trend was reflected in thepercentage allocations of both some of the major donors, for example theUnited Kingdom and USA, and some of the minor donor countries, such asAustralia and Belgium. Furthermore, the renewed commitment to globalpoverty is not yet expressed in substantial increases of ODA during the1990s. Thus, the small increase in absolute terms during 1990-93 was mat-ched by a decrease in ODAas a percentage of GNP, dropping from 0.35 percent to 0.29 per cent during the period. There were decreases for many ofthe major donors, for example Germany, Japan, and USA.

Only two countries, namely Denmark and Norway, allocated morethan 1 per cent of GNP to ODA in 1993 while two more countries, theNetherlands and Sweden, also surpassed the United Nations (UN) reques-ted 0.70 per cent target (Figure 1). This, despite the fact that Norway, theNetherlands and Sweden witnessed cuts in ODA in absolute terms duringthe 1990s. Major donor countries, for example Japan, USA and Germany,are still lagging far behind the UN goal and other DAC member countries,despite increased allocations by some of them in absolute terms.

While the absolute amount of ODAby DAC member countries increa-sed somewhat during 1990-93, total ODA from DAC members and multi-national institutions dropped from US $60. 8 billion to US $5 4.8 billionduring 1992-93. Denmark, Ireland, Japan and New Zealand were the onlydonors with increased ODA during this period. Japan provided in all onefifth of the total OECD ODA, whereas the other three countries togetherprovided only 2.6 per cent of the total (Randel and German, 1994: 7).

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Figure 1. Official Development Assistance (ODA) from OECD MemberCountries in 1993

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Figure 1. (continued)

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2. Aid to Least Developed Countries (LDCs)

An analysis of the general geographical allocation of aid does notdetermine whether aid actually reaches the poor. However, a preconditionfor poverty alleviation is that the traditional, aid-receiving least developedc countries are capable of increasing or, at least, maintaining their share inthe competition with the so-called transitional countries.

As can be seen in Table 1, the overall allocation of total ODAto LDCsfrom all DAC member countries bears no correspondence to the generallystated strong policy focus on poverty alleviation, with only a slight increa-se (from 23 per cent to 25 per cent) during 1989/90-1992. Half of the mem-ber countries allocated a relatively higher proportion of their ODAto LDCsin 1992 compared to 1989/90, with a significant relative increase in onlyfour cases: Belgium, France, Norway and USA. Only Portugal allocatedthe major proportion of its ODA (73 per cent) to LDCs in 1992, whileDenmark, despite its increased overall allocation and clear poverty orienta-tion, allocated a declining proportion to LDCs (dropping from 39 per centto 36 per cent during the period).

3. Social sector allocation

Aid for poverty alleviation is generally reflected in support for basicservices rather than capital investments and can be given through differentsub-sectors, i.e. social and administrative infrastructure, economic infra-structure, and production. Related to social and administrative infrastructu-re, basic services for poverty alleviation could include basic education,health care, water, sanitation, family planning and nutrition. Related to eco-nomic infrastructure and production, it could include feeder roads forremote poor populations and basic income-generating activities.

Support for basic activities is now competing in aid policies and aidallocations both with capital investments and with new aid areas. The lat-ter have emerged due to changing situations related, for example, to theneed for substantially increased emergency assistance. Another importantcompeting area is macro-economic measures, such as debt relief, which isnow considered by many agencies to be as important as direct aid measures

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to alleviate poverty, provided national governments in developing countriesgive priority to the social sector in their overall policies.

(a) Support for social and administrative infrastructure

An analysis of the use of aid for poverty alleviation by national andmultinational donors is hampered by the lack of standardized measuresbased on common definitions of what is to be considered poverty-orientedaid. Furthermore, individual projects cannot always be classified as eithercapital investment or basic services. Aid for higher education can be consi-dered to promote both if, for example, it involves teacher training for lowereducational levels.

However, it must be expected that a strong poverty focus would bereflected in increased aid for social and administrative infrastructure gene-rally.

Such a focus is not immediately apparent in DAC members’ sub-sec-tor allocation of ODA (Table 2). During 1989-91, while the proportionatesupport for economic infrastructure stayed the same, that for social andadministrative infrastructure declined (from 25.3 per cent to 19.2 per cent)as did that for production (from 17.6 per cent to 12.0 per cent). In 1991,only eight DAC members (Australia, Belgium, Denmark, France, Ireland,the Netherlands, New Zealand, and USA) allocated a relatively higher pro-portion of ODA to social and administrative infrastructure than to econo-mic infrastructure and production.

This general trend seems to have taken place in favour of increasedsupport for debt relief (from 3.6 per cent to 12.8 per cent) and emergencyaid (other than food aid) (from 2.1 per cent to 4.7 per cent) among the DACmembers. Debt relief measures have been supported in particular by someof the major donors, for example France, Germany, and USA, while emer-gency aid has become an important item in the cases of Austria Denmark,Finland, Italy and the Netherlands.

The opposite pattern is apparent in the case of multinational agencieswhich have traditionally supported capital investment projects.

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Multinational agencies increased the relative allocation for social andadministrative infrastructure during 1989-91 (from 22.4 per cent to 29.2 percent) while that of the World Bank, specifically, increased from 19.4 percent to 29.2 per cent. Support for economic infrastructure and productionwas declining during the period in the case of both multinational organiza-tions and the World Bank.

(b) Aid for human priorities

A number of donor organizations have begun to estimate their aid forbasic needs or poverty alleviation using measures which do not necessari-ly correspond with those of international organizations, such as UnitedNations Development Programme (UNDP) or United Nations Children’sFund (UNICEF). This has led to wide discrepancies in the calculation ofthe amount of aid given by individual agencies for poverty alleviation(Randel and German, 1994: 15, 147).

According to the UNDP, the percentage of aid by DAC member coun-tries which was spent on human priorities (including basic education, pri-mary health care, safe drinking water, adequate sanitation, family planningand nutrition programmes) increased only slightly (from 6.5 per cent to 7.0per cent) during 1988/90-1989/91 (Table 3). Only five countries (Australia,Denmark, Italy, the Netherlands, and the USA) allocated a comparativelyhigher share to human priorities of total bilateral aid in 1989/91 comparedto 1988/90. In six cases (Austria, Canada, Finland, Japan, Switzerland andSweden), the relative percentage distribution for human priorities wasdeclining whereas, in the remaining cases, it stayed the same.

4. Education support 1985/86-1994

It is still too early to conclude whether the focus in the 1990s on theneed for investment in human resources and education, as a means of crea-ting economic growth and poverty alleviation, will result in a changing,consistent pattern of major investment in the education sector by interna-tional donors. This is partly because deficient statistics on education aid donot allow for trends to be constructed, and for adequate analysis of

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s u b-sector and multi-sector educational support to be undertaken.However, based on the available deficient and, occasionally, contradictorysources, the picture for the education sector seems to be consistent with thatfor the social sector and for human priorities, namely a severe gap betweenrhetoric and reality.

Table 3. Human priorities in bilateral aid among OECD Membercountries 1988/90-1989/91 (percentages)

Note: (a) Human priorities include basic education, primary health care, safe drinking water, adequatesanitation, family planning and nutrition programmes.

Sources: UNDP1992,1993.

Thus, while the total DAC commitment to education increased inabsolute terms during 1985/86-1991/92 (by approximately US$140 mil-lion) (Table 4), the relative allocation of ODA to education by DAC mem-bers declined (from 11.5 per cent to 8.7 per cent) during 198,9-91 (Table 2).During 1991/92-1993, a number of education donors, for example Canada,Finland, the Netherlands, Norway and Sweden, witnessed significant

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declines in education support, while only a few (minor) donors increasedtheir support, for example Australia and Denmark.

Table 4. Development Assistance Committee member’s aid to education (commitments) 1985/86 - 1993

Note: (I) For 1991 only; (2) For 1992 only; (3) For 1985 only.

Source: OECD data contained in IIEP1995: 65.

As a proportion of total ODA, DAC support for education declinedfrom 10 per cent to 9 per cent during 1985/86-1991/92. During 1991/92-1993, there were major declines in relative terms in the cases of Canada andthe Netherlands, while Sweden and Finland maintained the same propor-tionate shares for education despite declines in absolute terms.

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This same pattern appears from the percentage distribution of the ove-rall aid budget to education among national and multinational donors(Table 5). For most donors the proportionate share for education was decli-ning or largely remained the sarne during 1989-94, while in some cases(Australia, Denmark, Sweden, World Bank) there have been moderateincreases.

Table 5. Education aid as a percentage of the overall aid budget of selected donors 1989-199

Note: (a) Possibly excluding vocational training.(b) Figuresareforfinancialyears 1989190, 1990/91, 1991/92, 1992/93, 1993/94.(c) Education funding has been around 6 per cent of total funding.(d) 1980/86: 4.8 per cent.

Source: Information provided by the agencies to the IWGE.

(a) Education sub-sector distribution

In response to the World Conference on Education for All, Jomtien,1990, and in support of the debate on poverty alleviation, international edu-cational concern has been orientatod to the basic education level.

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However, it is often impossible to specify the actual support for thebasic education level by the international donors due to the complex anddiverse nature of the stated ‘Education for All’ or ‘Basic Education’concept, its interpretation by the donors, and to general lack of data. This,in all, complicates an analysis of actual activities and trends.

The concept of ‘Education for All’developed in the World Declarationon Education for All (Inter-Agency Commission, 1990) was associatedwith the fulfilment of basic learning needs related to learning and life skillsfor every person - child, youth, and adult. These skills were to be providedthrough early childhood care and development opportunities, primary orequivalent out-of-school education for children, and training activities foryouth and adults. The original dimensions were extended in the most recentEducation for All programme to also include secondary education in somecountries, Buchert (1995c).

Multinational and national donor agencies have applied the originalconcept in diverse ways. Some have adopted all the original dimensions,while others have reduced or expanded them. In Table 6, the concept ofbasic education is related to a number of different activities which includepre-school, primary, general, adult, non-formal, and out-of-school activi-ties.

Some agencies, for example DGCS, define the term broadly, inclu-ding pre-school, primary, literacy, non-formal, teacher training, health,nutrition, and environment activities. Other agencies, such as AKF andother similar foundations like the Bernard van Leer Foundation, have a nar-row focus, specializing in early childhood development. FAO emphasizeslife skills as related to out-of-school or non-formal activities in agriculturalextension work.

It seems that three emerging patterns can be detected in the support foreducation among the multinational and national donors (Table 6). First, alarge number of the agencies (DANIDA, SIDA, FAO, UNICEF, WorldBank, AGF) allocate the larger proportion of their education aid to basicand primary education and intend to continue.

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Secondly, there are a number of agencies with a traditionally strongsupport for higher education or higher education and vocational educationand training (e.g. FINNIDA, GTZ, ODA) who have increased their relati-ve support for basic education in recent years. Thirdly, there are a numberof agencies with a traditionally strong support for higher education (e.g.DGCS, DGIS, FMCD, JICA) who have a declared intention of allocatingmore support for basic education at the expense of higher education.

These emerging patterns must, however, be set in the context of decli-ning education support overall and by a number of the mentioned agencies.Thus, it remains to be seen whether basic education support will be sustai-ned overall in the future in support of the declared poverty orientation bythe agencies.

(b)Geographical distribution of education aid

The lack of detailed and reliable data also prevents an analysis of whe-ther, in the 1990s, multinational and national donors have redirected theireducation aid to the poorest regions of the world and to the poorest coun-tries within those regions. A number of donor agencies (e.g. DGCS, DGIS,ODA) have a declared intention of relocating their education aid flows insupport of the poorest countries in sub-Saharan Africa and South_east Asiaas a result of the international poverty orientation and of Jomtien.

This intention is already reflected in a comparatively higher allocationby DGIS to Africa at the expense of the other regions in 1993 compared to1990 (Table 7).

Generally speaking, however, the pattern displayed in the table, basedon few and somewhat deficient data, seems to be that historic ties betweenmetropole countries and dependencies continue to exist, and that agenciesprimarily support countries in their own part of the world. The former is thecase, for example, related to French support for Francophone Africa, whilethe latter can be seen in the predominant support for Asia in the case of theAustralian and Japanese aid agencies. Further specific information oncountry support by the individual agencies appear in the Appendix (pages45-53).

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5. Summary

The deficient data and often rather short-time horizon involved in theanalysis do not allow for firm conclusions to be made. However, it seemsthat the overall picture of ODA in absolute and relative terms is far fromencouraging or representing a clear-cut trend determined by the concern forglobal poverty. Many of the like-minded donors, such as Canada, Norway,the Netherlands, and Sweden, who are in the forefront of the debate, havehad cuts in their overall level of assistance, as has a major donor like theUSA. Other donors (e.g. Japan and the United Kingdom) have hadincreases in ODA in absolute terms but decreases in relative terms duringthe 1990s.

Likewise, the patterns emerging in the short-term recent assistance forsocial sector activities, human priorities, and education seem not yet to sup-port the stated poverty focus and the need for increased international com-mitment to education expressed at Jomtien in 1990. Education aid hasdeclined among a great number of donors, and redirections of allocationsto basic education have to be understood in the context of overall declininglevels of education assistance.

III. The state of donor educational policy thinking andpractice

Despite this rather dismal statistical picture, there is at present rene-wed thinking about education’s role in sustainable societal developmentand for poverty alleviation, among most of the donors. This thinking isreflected in a range of new policy documents for the education sector as awhole, for specific sub-sectors of education, and in overall developmentpolicy documents and strategy plans (Buchert, 1995c). It is influenced todifferent degrees by neo-liberal thinking and by the experiences which cul-minated in the World Declaration on Education for All in 1990.

Thus, related to the negative impact of structural adjustment pro-grammes in many developing countries during the 1980s, there has been anincreased concern internationally with the balance between the State andthe market, economic growth versus social welfare strategies, and the rela-tive reliance on the private sector in general development eff o r t s ,

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Stokke (1988). In the context of education, a different emphasis on econo-mic growth versus social welfare would often lead to different foci on thekey educational issues of cost, efficiency and effectiveness, quality, equityand relevance which were underlying the strategies and requirements of theJomtien Declaration. Similarly, the State, the market and the private sectorare often used differently by different agencies in the implementation oftheir educational policies, highlighting different interpretations of theconcept of partnership which was also central in the Jomtien Declaration,Buchert (1995a; 1995b).

What follows below is a synthetic, comparative overview of the simi-larities and differences in the education aid policies of agencies that haverecently issued policy documents and/or provided unofficial information ontheir policy thinking to the IWGE as a basis for this analysis. This is sup-plemented by examples of agency practice reflecting the overall thinking.

1. Characteristics of education aid

The major characteristics of education aid among the analysed agen-cies are displayed in overview form in the Appendix (pages 45-53) accor-ding to five parameters: development and education policy themes; educa-tion priority areas; geographical distribution; modality and/or principlesunderlying aid-giving; and present concerns and prospects for aid in theimmediate future. As can be seen in the Appendix, the level of informationprovided for each agency is of varying quality, partly incomplete, and notalways comparable. This is partly because the underlying documentationrepresents different stages of policy formulation across the agencies which,in some cases, is due to major reorganizations.

Particularly interesting for the following analysis is the information onthe education and development policy themes and the education priorityareas while the underlying principles, concerns and prospects are of secon-dary importance. This information which, as mentioned above, was provi-ded by the agencies themselves, has been compared with the full educationpolicy documents of the individual agencies which have been available tothe author.

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This has led to a first attempt at a classification of apparent differencesin the characteristics of the concepts of education and development amongthe agencies, as will be highlighted in the following.

(a) Conceptual understandings

There seems to be two common features for the agencies included inthe Appendix (pages 45-53): one is that human resources development isconsidered to have central importance in the solution of global poverty pro-blems, as well as crucial potential in the creation of economic growth, pro-vision of environmental protection, increasing political participation, andmitigating gender and other social inequalities; another is, as discussedabove, that increased attention is paid to basic education.

Underlying these common features are, however, subtle differences inthe general thinking on education and development. Some agencies have acomprehensive policy understanding which integrates education with othersector considerations, while others look upon education as separate fromother sector activities and wider societal purposes. Agencies use a numberof different education and development concepts in their policy documents:besides education and training and human resources development, theterms human capital development, human development and human capaci-ty development are also common, although human development is perhapsless frequently used than the others. In some cases, only one concept isused, while in others more than one is used in the same document, forexample human development together with human resources development(e.g. ODA, 1994; UNDP, 1994), human capacity development togetherwith human resources development (e.g. USAID Global Bureau/Center forHuman Capacity Development, 1994), and human resources developmenttogether with human capital development (e.g. FAO, 1993).

With some exceptions, these concepts are unclearly defined, ambi-guous and somewhat overlapping. It seems, however, that rather than beinga slip of the tongue or the pen, they underline different interpretations ofoverall purposes of, approaches to, and priorities in education aid amongthe agencies. The attempt in the following at classifying these differencesand relating them to different educational practices could therefore serve asa first step in making agencies conscious of implicit assumptions and in

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making their thinking more transparent. This could possibly be of assistan-ce in creating a positive dialogue concerning education aid among donorsand recipient countries, at a time of high emphasis on the need for co-ordi-nation of activities at all levels.

(b) Education and development concepts

The following analysis is limited to highlighting the overlappingboundaries among the four concepts listed above: human capital develop -ment, human development, human capacity development and humanresources development. The concepts seem not to have evolved in asequence from a lesser to a more comprehensive one but rather to be inter-linked and overlapping to various degrees; each concept seems to havecomponents of one or more of the others. Nevertheless, it seems that diffe-rences can be found between human capital development at one end of acontinuum and human resources development at the other (Figure 2). Inbetween, human capacity development represents a radical reinterpretationof human development.

There seems to be a major contrast among the four concepts concer-ning the relative support for an economic growth versus a social welfarestrategy, one of the predominant themes in the neo-liberal debate. Humancapital development emphasizes economic growth as an overall purpose foreducation, whereas human development has a clear social welfare orienta-tion related to self-development and societal improvement. Human capaci -ty development replaces the social welfare and improvement purposes ofhuman development by purposes of social change and empowerment.Human resources development blends economic growth with social welfa-re, considering both as preconditions to poverty alleviation and sustainabledevelopment.

There is a close link in human capital development between educationand the economic structures of society. It is the concept most supportive ofthe introduction of market reforms with a consequent emphasis on techni-cal vocational and higher education, and on science and mathematics assubjects to promote industrial development. Key educational concerns rela-te to issues of cost, efficiency and effectiveness.

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Women and girls receive only a low to medium emphasis and are seenin relation to their importance for production outputs. There is a compara-tively higher focus on the need for educational opportunities for marginali-zed youth than in the other concepts, since their lack of education repre-sents a loss of productive potential and a possible risk to social stability.

In human development, education is relatively closely related to anunderlying understanding of education as a human right and an end initself. The underlying concerns are, therefore, mostly related to issues ofaccess to and equity and quality in education for all. The solution of edu-cational issues is often related to interventions within the education sectorand increased financial flows are often given high importance as an overallapproach. The general social welfare orientation is reflected in emphasis onbasic and community education, women and girls being a major targetgroup together with marginalized groups and disabled people.

In human capacity development, the independent function of the edu-cation sector is virtually dissolved as the purposes of education are relatedstrictly to the wider societal issues that must be addressed in order to sup-port societal transformation.

Support for education is often related to innovative experiments andnon-formal programmes, and the issues of relevance, quality and equityreceive special attention. Empowerment is related both to gender and capa-city-building in order to further local ownership and true partnership.NGOs are considered to have the critical function of achieving the latterpurposes. The focus on gender changes the emphasis in human develop-ment from the need for provision of educational opportunities for womenand girls, to a concern with underlying power structures, legal systems, andcultural and other conditions which obstruct their societal opportunities andparticipation.

Human resources development has the highest degree of integration ofeconomic growth and social welfare strategies and the most comprehensiveand integrated approaches to educational assistance. These approachescover capacity- and institution-building, policy dialogue, donor co-o r d i n a-tion, multi-sector and education systems approaches, programme rather than

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project support, and long-term strategies. There is much concern for basic(often interpreted as primary) at the general expense of higher education,and broad concern with quality, equity, cost, and efficiency issues.Education of women and girls is of high importance.

2. From policy formulation to practice

It could be assumed that, under ideal circumstances, the higher thedegree of transparent and common education and development understan-ding, the more consistent and co-ordinated education practices could beboth within the donor community and between donors and recipient coun-tries. This could be assumed to lead to a consequently higher impact of edu-cational assistance in particular local contexts. It could also be assumed tomore likely fulfil the Jomtien focus on needed international commitment,vision and partnership in solving the global poverty and educational pro-blems.

However, most donor agencies cannot be associated with just one ofthe particular concepts outlined above but are, instead, influenced by seve-ral strands of thought. There does seem, however, to be certain differencesin the mixing of the concepts which may determine the relative emphasesin their educational practice. Some donors seem to blend human capitaldevelopment with human resources development (e.g. World Bank, JICA,ADB); others put more emphasis on human development and human capa-city development (e.g. UNICEF and SDC), while yet others seem to com-bine human capacity development and human resources development (e.g.NORAD, FINNIDA). Finally, some donors approach their educationalpractice from a perspective that is even broader and influenced by more ofthe concepts. There are, for example, blendings of human capital develop-ment, human capacity development and human resources development, butwith particular emphasis on human resources development (e.g. DGIS),and of human capital development, human development, and humanresources development (e.g. DANIDA).

In the following, some examples are given of agencies that use blen-ded approaches but are particularly influenced by either of the threeconcepts: human resources development, human capacity development orhuman capital development. The examples highlight, at the same time, how

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different agencies approach the issues of interaction between State, market,and civil society, partnership in education, as well as market reform andeconomic growth strategies. The analysis has been based on descriptions inthe policy literature available for this study, an approach which must beconsidered to be rather limited compared to analyses of practice based onactual project and other experiences.

(a) Human resources development: some agency examples

The debate on the State and the market has moved beyond seeing thetwo in absolute opposition, to instead seeking an understanding of the pros-pects of their mutual interaction (see, e.g. Brock-Utne, 1995). In the edu-cation debate, these interactions are often seen to promote the educationalissues of quality, equity, cost and efficiency. which are central in humanresources development thinking. SIDA is one of the agencies which seemsto have come far in formulating and implementing educational interven-tions in support of both the State and the market, and their mutual interac-tion. A number of the approaches applied by SIDA are used by other agen-cies, although the underlying reasoning may not be as clearly spelled out asin the case of SIDA.

For SIDA, long-term development requires both an effective Stateapparatus and well-functioning markets. SIDA is therefore equally suppor-tive of reforms which can help create an open, market-based economy as abasis for increased productivity, as of promoting the State’s capacity toestablish the framework for market activities. SIDA sees a continuedcontrolling and normative role for the State in the education sector in termsof financial responsibility, legislation, syllabuses, central systems of exa-mination, and a system of inspectors. SIDA, at the same time, foresees sha-ring of the organizational responsibility for education with other civil orga-nizations, Gustafsson (1995), SIDA (1994a).

Three predominant approaches for educational interventions areapplied by SIDAand other agencies depending on the local context. The firstapproach is used in countries with major financial and institutional crises. Itfocuses on long-term financial sector support together with strengthening ofState institutions, e.g. ministries. NORAD has, for example, introducedflexible support for recurrent costs, and the building of technical capacity

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and organizational restructuring as new important areas. In higher educa-tion, this support is reflected in the numerous links established betweenhigher education institutions in Norway and in a large number of develo-ping countries (NORAD, 1995).

The second approach applies to countries with relatively well-func-tioning education systems where quality and equity need to be enhanced. Inthese cases, strategic inputs, innovations and targeted support for specificsocial groups are applied . DGIC will seek to develop cost-effectiveapproaches which would allow for a larger number of people to be reachedat lower unit costs, especially, but not solely, at the primary level. Suchapproaches would include multi-shift schooling, distance learning andpart-time education. They would be directed at the inclusion in educationalactivities of disadvantaged groups, in particular women and girls, the poor,cultural minorities, children in remote areas and refugees (Ministry ofForeign Affairs of the Netherlands, 1993b).

The third approach applies to countries where the State encouragesnon-State initiatives and solutions. A number of agencies (such as FINNI-DA, GTZ, SIDA, and ODA) support, for example, the production of text-books by local publishing companies. This is seen to enhance the quality ofthe provided education by raising the level of cognitive achievement, theaccess to school books for targeted underprivileged social groups in a com-petitive market situation, with textbook prices that cannot be afforded bylow-income families, and the cost-effectiveness of quality improvement.Some of the underlying problems witnessed in the implementation of thisapproach, for example in a co-sponsored FINNIDAproject in Zambia, haverelated to managerial inefficiency, lack of success in local capacity-buil-ding due to high turnover of trained staff, and deficiency of distributionefforts (Takala, 1995).

(b) Human capacity development: some agency examples

It is the relative emphasis on the organizational role of the State, theinterpretation of relevance in education, and the use of education in socie-tal development which seem to be some of the major distinctions betweenhuman resources development and human capacity development. WhereSIDAsees a future role for other civic organizations rather than the State in

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the provision of basic education, this is a clear necessity from the viewpointof agencies who are proponents of human capacity development. Central inthis discussion is the interpretation of the concept of partnership, expressedat Jomtien.

Partnership in education is intended to involve all bodies and indivi-duals with a stake in education, such as central governments, donors, para-statals, foundations, local governments, non-governmental organizations,community organizations, business communities, industry, local communi-ties, religious bodies, churches, parents, teachers, students and localschools. The terms for the partnership may be highly variable and entailboth positive and negative consequences for the educational process andfor its participants, depending on the specific circumstances.

From a human capacity development perspective, as advocatedamongst others by DGIC, partnership in education involves decentraliza-tion or transfer of power to the bodies involved in the educational process,particularly at the grass-roots level. Partnership is seen as a precondition ofand a means to achieving ownership by the grass-roots of educational inter-ventions, securing the relevance of education in the local context, andmaintaining the interest of parents in their children’s education at times ofgenerally declining educational quality. For the Aga Khan Foundation,strengthening of partnerships has been a central issue in a number of pro-jects. Partnerships with schools are judged to be the most critically impor-tant, but also the most neglected, link to achieving quality improvement(Greenland, 1994).

With respect to relevance, several agencies, such as SDC, emphasizethe importance of developing local knowledge and skills which are relevantfor the surrounding society in both the formal and informal sectors andundisruptive of local cultural traditions. They also generally recommendthe use of the local languages as media of instruction. This has led torecornmendations by SDC for research into sectoral linkages and innova-tion in education.

The probably most radical approach in human capacity developmenthas recently been developed within USAID, although it does not yetrepresent an official USAID view (USAID Global Bureau/Center for

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Human Capacity Development, 1994). Education is here considered to bepart of human resources development, aiming at four major objectives in astrategy of sustainable development: healthy populations; sustainable envi-ronments; economic growth; and democratic governance. Empowerment isthe operating principle for all four objectives together with indigenouscapacity-building, participation, decentralization, accountability and trans-parency.

The strategy is to be pursued by cross-cutting the sectoral boundariesof education and training and funds are not to be earmarked for sectoralprogrammes in education and training or other human capital investments.On the other hand, national efforts to improve education and training capa-cities, making them sustainable, ensuring, equitable access to educationopportunities, and the empowerment of individuals, remain important inthemselves. An essential task is the creation of an appropriate balanceamong the social investments in raising the general education level, theshort-term investments in skills training, and the longer-term investmentsin the institutions and processes that enable the education and learning sys-tems to be self-generating. Such need for internal coherence in the deve-lopment of educational systems is also advocated by DGIC.

(c) Human capital development: some agency examples

Agencies pursuing human capital development focus on other bodiesthan grass-roots organizations as primary in the partnership in education, inparticular the private sector. The key educational concerns in human capa-city development, relevance and equity, are in human capital developmentreplaced by cost and efficiency. In contrast to partnership understood as thedecentralization of power to participate in decision-making, the centralobjective of partnership in human capital development is diversification offunding with private financing playing an important role in replacing publicresponsibility.

Private financing has been advocated by the World Bank for diff e r e n tlevels of the educational system. In higher education, it has been seen as partof the solution to the higher education crisis in developing countries, Wo r l dBank (1994). Diversification of funding at this level has been understood,amongst others, as income-generating activities to be secured by the higher

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education institutions, user fees in the form of student fees and redu-ced subventions, and the establishment of privately financed higher educa-tion institutions as alternatives or supplementary to the State-run highereducation system (for a critical comment on the World Bank policy sug-gestions, see Buchert and King, 1995).

A number of agencies, e.g. DANIDA, have adopted World Bank sug-gestions for partnership in vocational education and training. This involvesincreased financing of the education and training activities by the partiesinvolved, both employers and students/apprentices. Furthermore, privateemployers are to be given more responsibility for the planning and execu-tion of vocational education and training programmes which must reflectthe demand in the labour market in order to increase labour market flexibi-lity and adjustment (DANIDA, 1994b).

Besides alleviating the pressure on central financial resources, theactive inclusion of private sector financing is also to support an economicgrowth strategy. In the case of USAID, most basic education and trainingprogrammes for the financial year 1995 were set against economic growthobjectives which had made investing in people, in the human capital senseof the word, one of its focus areas along with micro-enterprise and accessto capital, market reform and production agriculture. The USAID seems tobe changing direction and is advocating basic education programmes inpopulation and health issues for the financial year 1996 (USAID GlobalBureau/Center for Human Capacity Development, 1994).

Other agencies still pursue a more clear-cut economic growth strate-gy. They generally express views, however, that investment in education, inparticular basic education, would also improve the social welfare of indivi-duals. In the case of FAO, the upgrading of the literacy, skills and othercapabilities of agricultural workers, which is at the centre of its educationaid policy, is based on an underlying view that «what matters for develop-ment, more than the natural resources and man-made physical capital, is thecapability of people to be effective and productive economic agents, inshort, human capital» (FAO 1993: 10).

Basic education is considered by FAO to significantly improve theefficacy of training and agricultural extension work which, in turn, affects

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agricultural production through enhancing the productivity of inputs, redu-cing the costs of production technology information, and facilitating entre-preneurship and responses to market conditions. FAO sees a role for priva-te sector and NGO participation in extension work, particularly amongcash-crop farmers, as this is considered to possibly free public funds whichcould then be directed to extension work for small-scale farmers.

With respect to market reforms, which is another central part of aneconomic growth strategy, JICA is one of the agencies pursuing the crea-tion of market economies. Its designed strategy differs, however, in its ownview, from that of the World Bank in four major respects: the inclusion ofdirected credit schemes and two-step loans; the variation in economicgrowth strategies designed for the specific country; the longer time spanapplied; and the application of different policy measures for structuraladjustment in different countries (Look Japan, 1994).

These general approaches are also apparent in JICA’s education aid.While there is high emphasis on the content of education which is judgedto best promote economic growth (science and mathematics, vocationaltraining), education aid is generally to be based on the specific needs of theindividual countries, systems analyses, and holistic and differentiatedapproaches. Some of these key characteristics are also apparent amongagencies, such as NORAD and SIDA, which are strong proponents ofhuman resources development.

3. Summary

What appears from these general patterns are variations in agencypolicies determined by different key educational concerns and differentinterpretations of central educational concepts. There also seems to be ablending of orientations in cases of new agency support, like that of JICA,or when more established education aid agencies, such as SIDA, haveadjusted their practices in light of the prevailing concerns in the 1990s withboth social welfare and economic growth. What remains to be seen is whe-t h e r, during the 1990s, agencies will increasingly adopt commonapproaches based on common interpretations of underlying key issues, and

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which end of the continuum of the prevailing educational concepts thisevolution will be strengthening.

4. Prospects for education aid in the 1990s

In summary, this analysis has shown that, based on the available short-term and insufficient data, there is not yet a strong link between the decla-red need for international aid to address the global poverty situation and theflows of assistance from the North to the South. This concerns both theoverall amount of aid and its geographical and sectoral orientation.Furthermore, few donors have taken concrete steps to target their assistan-ce for human priorities, generally, and for education, specifically.

More attention should, therefore, be paid in the international donorcommunity to the question of purpose-targeted and country-targeted aid(OECD, 1994). Common definitions of what constitutes poverty-orientedaid, common recordings of aid practices, and better measuring of the poorand their reachability in specific country contexts must be developed. Inaddition, it is critically important that a reliable data base is establishedwhich would allow for detailed comparative analyses of education aidacross multinational and national donors. A precondition to this is com-monly accepted criteria for recordings of sub-sector and multi-sector edu-cation aid, country breakdowns, and full details on all education aid chan-nelled through all kinds of institutions, including NGOs.

The question of purpose-targeted and country-targeted aid should beseen in relation to the debate on the 20:20 compact, which has been takenup by some agencies (UNDP/UNFPA/UNICEF undated). Part of this dis-cussion concerns recipient countries’ obligation to provide social servicesalong with donor countries’obligation to provide assistance. It also focuseson the consequences of providing assistance to high military spendersamong recipient countries, and on the possibility of increasing social fun-ding in recipient countries by reallocating funds from different budget cate-gories, in particular from the military to the social sector.

There is an expressed intention among a number of agencies to investmore in education and to redirect increased flows to basic education in thefuture. This includes agencies which have traditionally supported higher

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education. Support for basic education often combines the foci on povertyalleviation and economic growth and is an expression of the realization inthe 1990s that efforts at stabilizing and developing the economies of theSouth must be accompanied by social protection of the poor.

Underlying these expressed intentions is an impressive effort among alarge number of donor agencies to reformulate overall development strate-gies as well as education sector and sub-sector policies. This policy deve-lopment has in some cases been accompanied by major organizationalchanges as a basis for expected improved policy enactment. In the educa-tional policy debate, there are a number of prevailing educational conceptswhich seem to underline different purposes of, approaches to, and prioritieswithin the education sector. An attempt has been made in this study to clas-sify the characteristics of four of the predominant concepts as a first step increating more transparency in the dialogue within the international donorcommunity and between donor and recipient countries.

In the policy literature, the concept of human resources developmentseems to be gaining ground. It contains features of other prevailing educa-tional concepts but is probably less radical than human capacity develop-ment and less economistic than human capital development, while main-taining the social welfare and equity orientation of human resources deve-lopment. Most agencies apply the concept of human resources develop-ment together with features of other prevailing concepts of education anddevelopment.

Human resources development cannot, therefore, be considered as amodel for educational aid. However, it does, at the moment, seem to repre-sent the most integrated view on educational and societal development andhas some of the most advanced approaches to educational practice based,amongst others, on negative experiences during previous decades.Inconsistencies or disagreements among agencies concerning the centralcomponents of the human resources development concept can, perhaps,explain differences in policy implementation, including relative emphaseson the key educational concerns of quality, equity, relevance, and cost.

What remains an issue for the 1990s is whether agencies will developa common understanding in their underlying education and development

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thinking as a basis for common enactment of policies. Such a general orien-tation could possibly strengthen the needed donor co-ordination as com-mon underlying thinking is more likely to lead to common approaches.There is a risk that increased donor co-ordination may take place at theexpense of careful negotiations with recipient countries. However, com-mon thinking along the lines of the human resources development conceptclassified here may, more than the other concepts, reinforce policy dialoguewith the recipient countries, integrate donor interventions into country stra-tegies and programmes, and develop holistic approaches determined by thelocal circumstances of the recipient countries. It may, therefore, at the out-set provide more understanding of and attention to recipient country wishesand demands.

(a) Need for further study

For this to be ascertained, more knowledge of the purposes andmechanisms of educational aid must be established. This must include dataon trends in education aid across the many agencies based on a uniformrecording system in order to ensure comparability. It should also involveextensive programme and project-level analyses of how educational policyis enacted in practice.

Examples should be studied of agencies which are already applyingdifferentiated approaches to education aid determined by the local circum-stances. Similar studies could be done at different levels and in other areas,for example on how policy dialogue is undertaken among various donorand recipient countries, how donor co-ordination works as a process and inpractice, and what effect partnerships have on educational development inspecific countries. Another key issue is the consequences of moving fromproject to programme assistance. With respect to project assistance, there isa continued need for evaluations particularly of educational innovations.These could include the design and effect of new curricular development,for ex ample , on population and environmental issues as planned by FAO,and on indigenous knowledge programmes as advocated by SDC.

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In this way, research could focus not only on the intentions of aid, buton how it is given, and what it is actually used for. The importance of sucha comprehensive study, or of some of its sub-aspects, would be to enhancethe subtlety of the education aid debate and practice. It would be based onclearer understandings of the link between policy formulation and practice,including the processes of formulation at different levels (inter-national/national/local), and the mechanisms of successes and failures inthe act of implementation.

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Bibliography

A. General literature

Brock-Utne, Birgit (Ed.). 1995. States or markets? Neo-liberalism in the educationalpolicies of sub-Saharan Africa. Report No. 1, Education in Africa, Vol. 3.University of Oslo.

Buchert, Lene (Ed.). 1992. Education and training in the Third World. The localdimension. CESO Paperback No. 18. The Hague: CESO/CDR.

Buchert, Lene. 1994. «Education and development: a study of donor agency poli-cies on education in Sweden, Holland and Denmark». InternationalJournal of Educational L4evelopment, Vol. 14, No. 2, pp. 143-157.

Buchert, Lene. 1995a. «Current foreign aid patterns and policies on education indeveloping countries among like-minded nations: some key issues».Scandinavian Journal of Educational Research, Vol. 39, No. 1, pp. 61-74.

Buchert, Lene. 1995b. «Education in the development policy of Denmark andHolland towards the year 2000: strategies and gaps». In B. Brock-Utne (Ed.), pp. 182-205.

Buchert, Lene. 1995c (forthcoming). «The concept of Education for All -what hashappened after Jomtien?» lnternanonal Review of Education, Vol.4,No.6.

Buchert, Lene and Kenneth King (Eds). 1995. Learning from experience: policy and -practice in aid to higher education. CESO Paperback No. 24. The Hague:CESO/NORRAG.

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DANIDA. 1992. Evaluation report. The bilateral programme for enhancement ofresearch capa city in developing countries . Copenhagen : Ministry of ForeignAffairs.

Frederiksen, Birger. 1990. Increasing foreign aid for primary education: the challen -gefor donors. PHREE Background paper, PHREE/90/030.

Gustafsson, Ingemar. 1995. «The State, the market, and educational assistance - theexperience of SIDA». In B. Brock-Utne (Ed.), pp. 206214.

Hewitt, Adrian (Ed.). 1994. Crisis or transition in foreign aid. ODI Special Report.London: Overseas Development Institute.

IIEP. 1995. «Education aid policies and practices», Meeting of the InternationalWorking Group on Education. Nice, 16-18 November 1994. Report. Paris:IIEP.

King, Kenneth. 1991. Aid and education in the developing world. Harlow: Longman.

King, Kenneth. 1992. «The external agenda of aid in internal educational reform».Internanonal Journal of Educanfonal Development, Vol. 12, No. 4, pp.257-263.

Lewin, Keith M. 1993. «Defining the education and development agenda: six keyissues». Oxford Studies in Comparative Education, Vol. 3 (2), pp. 15-46.

Lewin, Keith M. 1994. «British bilateral assistance to education: how much, to whomand why ? « International Journal of Educa tional Development, Vol. 14, No.2, pp. 159-176.

Look Japan. October 1994. «Cover story on a picture develops».

Mortensen, Knud. 1992. «The involvement of the Danish International DevelopmentAgency (DANIDA) in educational development: considerations and futureplans». In Buchert (Ed.), pp. 243-250.

NORRAG NEWS, No. 12, 1992. Theme on aid under review.

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NORRAG NEWS, No. 17, 1995. Special theme on European Union aid guidelineson education and training.

ODI. 1994. Aid in transition. Briefing Paper. November.

OECD. 1991. Development co-operation. Paris: OECD.

OECD. 1994. Development co-operation. Aid in transition. Paris: OECD.

Politiken, 8 March 1995. Det 10. bud er pa plads. Uddannelse del af bistand. (The10th commandment is in place. Education part of aid).

Randel, Judy; Tony German (Eds). 1994. The reality of aid 94. An independentreview of international aid. London: ActionAid.

Ravnborg, Helle Munk and Hans-Otto Sano. 1994. The povetty objective in deve -lopment assistance. CDR Briefing. Copenhagen: Centre for DevelopmentRescarch.

Stokke, Olav (Ed.). 1989. Western middle powers and global poverty: the deter -minants of aid policies of Canada, Denmark, the Netherlands, Norwayand Sweden. Uppsala: the Scandinavian Institute of African Studies inco-operation with the Norwegian Institute of International Affairs.

Takala, Tuomas. 1995. «Textbook provisions under the conditions of economicliberalization - The cases of Zambia, Mozambique and Namibia». InBrock-Utne (Ed.), pp. 162-181.

UNDP. 1992. Human Development Report 1992. New York: Oxford UniversityPress.

UNDP. 1993. Human Development Report 1993. New York: Oxford UniversityPress.

UNDP. 1994. Human Development Report 1994. New York: Oxford UniversityPress.

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Verspoor, Adriaan. 1993. «More than business-as-usual: reflections on the newmodalities of education aid». International Journal of EducationalDevelopment, Vol. 13, No. 2, pp. 103-112.

Watson, Keith. 1993. «Changing emphases in educational aid». Oxford Studies inComparative Education, Vol. 3 (2), pp. 59-86.

B. Official policy documentation

Abraham, Kinfe. 1992. Swedish education assistance. A statistical review of edu -cation, culture and public administration aid and some global pointers.Vol.1,1989190-1991192. Stockholm: SIDA/Education Division.

Abraham, Kinfe. 1994. Swedish education assistance. A statistical review of edu -cation, culture and mass media aid and some global pointers. Vol. 1,1991192-1993194. Stockholm: SIDA/Education Division.

African Development Banlc/African Development Fund. 1993. Education SectorPolicy Paper.

Agence Japonaise de Cooperation Internationale. 1993. Rapport annuel 1993.Tokyo.

Bernard van Leer Foundation. 1993. Annual review 1993. The Hague.

Bundesministerium fur wirtschaftliche Zusammenarbeit und Entwicklung.1993a.F o rd e rung von Bildung und Wissenschaft in derEntwicklungszusammenarbeit. BMZaktuell 037. Bonn. Dezember.

Bundesministerium fur wirtschaftliche Zusammenarbeit und Entwicklung. 1993b.Entwicklungspolitik. Jahresbericht. Bonn.

Commission of the European Communities. 1994. On co-ordination between theCommunity and the Member States on education and training schemes indeveloping countries. Brussels: Office for Official Publications of theEuropean Communities.

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DANIDA/Danish Ministry of Foreign Affairs. 1994a. A developing world. Strategy forDanish development policy towards the year 2000 (in Danish). Copenhagen:DANIDA.

DANIDA/Danish Ministry of Foreign Affairs. 1994b. Vocational education and trai -ning. DANIDA sector policies. Copenhagen: DANIDA.

FAO. 1993. «Human resources development in agriculture: developing countryissues». In Agriculture: towards 2000, Chapter 10. Rome.

FINNIDA. 1994. Education sector development co-operation guidelines. Helsinki.

German Foundation for International Development. 1993. Annual report. Berlin.

Inter-Agency Commission. 1990. World Declaration on education for all and frame -work for action to meet basEc learning needs. New York: UNICEF.

Japan International Co-operation Agency. 1994. Study on development assistancefordevelopment and education. Tokyo.

Ministere de la Cooperation et du Developpement. 1992. Education Formation enAfrique Subsaharienne. Chantiers. Paris.

Ministere de la Cooperation et du Developpement. 1993. Enseignement et formahon enAfrique Subsaharienne. Paris.

Ministry of Foreign Affairs of Finland. 1993. Finland’s development cooperation in the1990s. Strategic goals and means. Helsinki.

Ministry of Foreign Affairs of the Netherlands. 1993a. A world of dispute. The Hague:Development Co-operation Information Department.

Ministry of Foreign Affairs of the Netherlands. 1993b. Development cooperation andeducation in the 1990s. Policy doeument. The Hague: Development Co-ope-ration Information Department.

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Ministry of Foreign Affairs of the Netherlands. 1994. Basic education 92-93. Sectoraland thematic pro g ress re p o rt. The Hague: Development CooperationInformation Department.

Ministry of Foreign Affairs of the Netherlands. 1991. A world of difference. A newfra -meworkfor development co-operation in the 1990s. The Hague: DevelopmentCo-operation Information Department.

Norwegian Agency for Development Co-operation. 1994. Overview of NorwegEanassistance to the educational sectorfrom 1990 to 1994. Oslo.

Norwegian Agency for Development Co-operation. 1995. NORAD’s support to theeducation sector with foeus on primary, secondary and basic adult education.Oslo, February.

Overseas Development Administration. 1994. Aid to education in 1993 and beyond.Education Policy Paper. UK: Education Division.

SIDA. 1994a. State, market and aid. Redefined roles. Stockholm: Norstedts tryckeri.

SIDA. 1994b. Competence development in Swedish development cooperation. TheS I D A perspective. A question of roles and relations between actors.Stockholm.

Swedish International Development Authority. Undated. Bistdnd i siffror och diagram.BSD 1992193. Stockholm: SIDA/ Planeringssekretariatet.

Swiss Development Co-operation. 1993. Managing gender-balanced development.Bern.

United Nations Development Programme. 1994. Public sector management, gover -nance and sustainable human development. New York.

UNDP/UNFPA/UNICEF. Undated. The 20120 initiative: achieving universal access tobasic social services for sustainable human development. A Note preparedjointly by UNDP, UNFPA and UNICEF.

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World Bank. 1994. Higher education. The lessons of experience. Washington: theWorld Bank.

C. Unofficial policy documentationAga Khan Foundation. 1994. Status Report on the Emerging Donors to African

Education Working Group on Early Childhood Developm en t. Paper pre-pared following the DAE meetings in Geneva in early October.

Commission of the European Communities. Undated. Investment in humanresources: education and training from the perspecnve of the LoméConventions.

Deutscher, Eckhard. 1994. The impact of new East-West relations on internationalassistance. Paper prepared for the IWGE meeting, Nice, 1618 November.

Development Assistance Committee. 1992. Basic education - Donor roles and res -ponsibilities: DAC conclusions. OECD: Development CoOperationDirectorate.

Greenland, Jeremy. 1994. Building partnerships for achieving EFA goals - theperspective of an international NGO. Geneva: Aga Khan Foundation.Paper prepared for the IWGE meeting in Nice, 16-18 November.

Lundgren, Hans. 1994. Note on aid flows for basic education. O E C D :Development Co-operation Directorate. Paper prepared for the IWGEmeeting in Nice, 16- 18 November.

Method, Frank. 1992. Changing modalities for assistance to education. Paper pre-pared for the DAC meeting on 10-11 June. Paris: OECD.

Ordonez, Victor. 1994. Measuring progress in education for all. Summary paperprepared for the IWGE meeting in Nice, 16- 18 November.

SIDA. 1995. Education development co-operation in a context of change - guide -lines for SIDA. Unofficial fifth draft. February. Stockholm: EducationDivision.

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Swiss Development Co-operation. 1995. Politique Sectorielle Education de Base(draft). Bern.

Swedish International Development Authority. 1994c. Summary Annual Report1993/94 (Draft). Stockholm: SIDA/Education Division.

Swedish International Development A u t h o r i t y. Undated. Annual Report1 9 9 2-0 7-01 - 1 9 9 3-0 6-30. Education, culture and media (draft).Stockholm: SIDA/Education Division.

UNICEF. 1994a. UNICEF policies and priorities in basic education (Policy reviewpaperfor the Exesutive Board). Draft.

UNICEF. 1994b. Foeus on Education for All (EFA) in Africa: an acceleratedProgramme of Collaboration 1994-2000. Draft. Paper prepared by UNI-CEF Education cluster in consultation with donors to African education,UNESCO, UNDP, UNFPA and World Bank.

United Nations Development Programme. 1994. Education and sustainablehuman developmen t. A BPPS policy and strategy No te . First draft. NewYork.

USAID. Undated. Girls’education initiative.

USAID Global Bureau/Center for Human Capacity Development (G/HCD). 1994.Discussion note prepared for the IWGE meeting in Nice, 16-18 November(Not an of ficial USAID statement).

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Current trends in education aid policies and practices. Information given to the IIEP -for the IWGE meeting in Nice, 16-18 November 1994 concerning the follo-wing agencies: Australian International Development Assistance Bureau(AIDAB), Aga Khan Foundation (AGK), African Development Bank (ADB),Danish International Development Assistance, Finnish InternationalDevelopment Agency, Directorate General for Development Co-operation(Italy), Directorate General for International Co-operation (the Netherlands),German Foundation for International Development, German Organization forTechnical Co-operation (GTZ), Food and Agricultural Organization of theUnited Nations, French Ministry of Co-operation and Development, OverseasDevelopment Administration (ODA), Swiss Development Co-o p e r a t i o n ,United Nations Children’s Fund, United Nations Development Programme(UNDP), and the World Bank (IBRD).

Bibliography

62

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IIEP publications and documents

More than 750 titles on all aspects of educational planning have been publi-shed by the International Institute for Educational Planning. A comprehen-sive catalogue, giving details of their availability, includes research reports,case studies, seminar documents, training materials, occasional papers andreference books in the following subject categories:

Economics of education, costs and financing.

Manpower and employment.

Demographic studies.

The location of schools (school map) and sub-national planning.

Administration and management.

Curriculum development and evaluation.

Educational technology.

Primary, secondary and higher education.

Vocational and technical education.

Non-formal, out-of-school, adult and rural education.

Copies of the catalogue may be obtained from the IIEP Publications Uniton request.

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The International Institute for Educational Planning

The International Institute for Educational Planning (IIEP) is an internationalcentre for advanced training and research in the field of educational planning. Itwas established by UNESCO in 1963 and is financed by UNESCO and by volun-tary contributions from Member States. In recent years the following MemberStates have provided voluntary contributions to the Institute: Belgium Canada,Denmark, Finland, Iceland, India, Ireland, Norway, Sweden, Switzerland andVenezuela.

The Institute’s aim is to contribute to the development of education throu-ghout the world, by expanding both knowledge and the supply of competent pro-fessionals in the field of educational planning. In this endeavour the Instituteco-operates with interested training and research organizations in Member States.The Governing Board of the IIEP, which approves the Institute’s programme andbudget, consists of a maximum of eight elected members and four members desi-gnated by the United Nations Organization and certain of its specialized agenciesand institutes.

Chairman:Lennart Wohlgemuth (Sweden), Director, Nordic Institute of African Studies,

Uppsala.

Designated Members:K. Y. Amoako, Director, Education and Social Policy Department, The World

Bank.Harka Gurung, Director, Asian and Pacific Development Centre (APDC), Kuala

Lumpur.Cristian Ossa, Director, Macroeconomic and Social Policy, Analysis Division,

Department of Economic and Social Information and Policy Analysis,United Nations.

Tito Egargo Contado, Chief, Agricultural Education and Extension Group, HumanResources, Institutions and Agrarian Reform Division, Food andAgriculture Organization (FAO).

Elected Members:Isao Amagi (Japan), Special Adviser to the Minister of Education, Science and

Culture, Tokyo.Mohamed Dowidar (Egypt), Professor and President of the Department of

Economics, Faculty of Law, University of Alexandria, Alexandria.Kabiru Kinyanjui (Kenya), Senior Programme Officer, Social Sciences Division,

International Development Research Centre (IDRC), Nairobi.Tamas Kozma (Hungary), Director-General, Hungarian Institute for Educational

Research, Budapest.Yolanda M Rojas (Costa Rica), Academic Vice-Rector, University of Costa

Rica, San José.Michel Vernières (France), Professor of Economic Sciences, University of

Paris I, Panthéon-Sorbonne, Paris.

Inquiries about the Institute S}should be addressed to:The Office of the Director, International Institute for Educational Planning,7-9 rue Eugène-Delacroix, 75116 Paris, France.

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International Institute for Educational planning