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| Global Co-ordination > Working Group on Education for All > | |
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The
Global Initiative towards EFA: A Framework for Mutual
Understanding |
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EXECUTIVE
SUMMARY
1.
The World Education Forum in Dakar in April 2000 identified
the need for a global initiative 'to formulate the strategies
and mobilize the resources for effective support to national
efforts' in the achievement of the goals and targets of
Education for All (EFA) by the years 2005 and 2015 (World
Education Forum, 2000, §11). The following options
(or elements) should be considered: (a) increasing external
finance for education, in particular basic education; (b)
ensuring greater predictability in the flow of external
assistance; (c) providing earlier, more extensive and broader
debt relief and/or debt cancellation for poverty reduction,
with a strong commitment to basic education; (d) facilitating
more effective donor coordination; (e) strengthening sector-wide
approaches; and (f) undertaking more effective and regular
monitoring of progress towards the EFA goals and targets,
including periodic assessments. This paper represents the
consolidated understanding of these six options by the partners
in the EFA movement.
2. Increasing external finance for education, in
particular basic education: In view of the strong commitments
made in Dakar and in subsequent high-level policy meetings,
additional financing for Education for All must be urgently
raised from all possible external sources. This includes
lending from intergovernmental and regional development
banks, private investment and official development assistance.
As the major lending source, the World Bank needs to reverse
the negative trend in its lending for education during 1998-2000
and to support basic education understood more broadly than
primary education. It is equally important to reinvigorate
grant financing through Official Development Assistance
(ODA), particularly for the least developed countries and
geographical areas, such as sub-Saharan Africa and South
Asia. It is, therefore, desirable that member countries
of the Development Assistance Committee (DAC) of the Organisation
for Economic Co-operation and Development (OECD), in particular
those with large economies, consider the following steps:
Increase
overall ODA and ensure that the grant element constitutes
at least the norm of 86 per cent. A norm of 100 per cent
should be considered.
Increase
the share of total sector allocable ODA for basic social
services from the current 10 per cent to fulfil the principles
of the 20:20 Initiative.
Set specific
financial targets for basic education in light of calculated
resource gaps at the country level. As a minimum, total
DAC support for education should be increased from the
current level of $3.5 billion to constitute a total of
$7 billion by 2005, $10.5 billion by 2010 and $14 billion
by 2015. Support for basic education must constitute the
predominant part of this overall education assistance
and be significantly increased from its current level
of $703 million.
Use the
Heavily Indebted Poor Countries (HIPC) Initiative and
other debt relief schemes as creative mechanisms to channel
support for Education for All.
Ensure
coherence and coordination of all assistance internationally
and nationally, and monitor progress towards calculated
financial targets.
Target assistance
for optimal effect, including support for innovative approaches
to Education for All, building on best practices, strengthening
decentralization processes, heightening the use of beneficial
NGO experiences, and reconsidering the traditional division
of labour among different funding sources.
3. Alternative
sources for mobilization of international resources must
also be considered. These would include:
Former aid
recipient countries and non-member countries of OECD/DAC.
Private investment
financing, in particular the possibility to forge partnerships
among the financial services industry, the state and civil
society.
Non-governmental
organizations, private foundations and large-scale corporate
foundations.
Innovative
fund-raising and awareness-raising in support of Education
for All.
4. Ensuring greater predictability in the flow of
external assistance: Predictability in the flow of external
assistance rests, on one hand, on the capacity UNESCO.
of aid providers to fulfil negotiated commitments
according to specified time schedules and, on the other,
on the capacity of
aid-receiving countries to absorb and use the funding in
accordance with defined goals and targets. In order to increase
predictability, governments as well as funding and technical
assistance agencies should set medium- to long-term financial
targets for Education for All which reflect their expressed
political commitments. Furthermore, bottlenecks related
to constricting aid conditionalities, for example tying
of aid, lack of indexing to inflation or agency preference
for investment in specific areas of their own choice, and
to inadequate human and institutional capacities at the
country level must be identified and removed. Social development
and Education for All goals must remain core objectives
for national development processes alongside macro-economic
targets and political criteria. Differentiated support must
be provided in view of specific country circumstances, including
special considerations for areas in risk situations.
5. Providing debt relief and/or cancellation for
poverty reduction and basic education: In the current situation
of declining ODA, it is important to identify innovative
financial schemes which can supplement ODA financing. Debt
relief and/or cancellation is one mechanism which, together
with debt-for-development- swaps, has received strong international
attention and political backing. The core notion is that
forgiven debt in specific countries would be translated
into social development activities, in particular increased
financial support for Education for All. The various debt
relief mechanisms must be enacted with the utmost urgency.
Financing of debt relief schemes must be undertaken through
the mobilization of new and additional resources, and not
be diverted from already declining ODA. Countries must receive
all necessary technical assistance in order to link national
EFA action plans with poverty strategies in order to, first,
ensure that resources from debt relief are channelled into
support for EFA and, second, that they achieve tangible
systemic and societal improvements.
6. Facilitating more effective donor coordination:
Effective donor coordination aims at ensuring consistency
in goals and strategies adopted by all actors as a basis
to promote holistic national development processes and to
ensure maximum impact of international assistance. Governments
in the North and the South must ensure coherence among their
different sector policies and between nationally and internationally
developed strategies and plans. Coordination of the EFA
movement must be undertaken at global, regional and national
levels. Coordination at the global level must facilitate
coordination at the national levels. At the global level,
a number of mechanisms have been put into operation, including
UNESCO's membership of the United Nations Development Group
in order to strengthen coordination of EFA with other United
Nations development initiatives, the Working Group on Education
for All which acts as a global forum for professional dialogue
among all EFA partners and the High-Level Group which acts
as a lever for high-level commitment and resource mobilization
internationally. National, sub-regional and regional forums
and other networks have been established through which partnership
and consensus concerning EFA plans, implementation and monitoring
can be coordinated. In-country coordination must be undertaken
by governments with participation of all stakeholders, including
civil society. The E-9 Initiative represents a highly influential
South-South mechanism for EFA collaboration and exchange
of experience, while inter-agency flagship programmes represent
a particularly valuable way forward for coordination of
Dakar special focus areas. Further steps must be taken to
link existing mechanisms, including the global initiative
as such, with other initiatives, in particular the G8 senior
advisory group on EFA.
7. Strengthening sector-wide approaches: At the country
level, sector-wide approaches have been identified as the
best alternative to the kind of fragmented international
project support that characterized international development
cooperation in earlier decades. The sector-wide approaches
are intended to support government leadership and ownership
through establishing a working relationship based on partnership
and policy dialogue at the country level. All partners are
expected to work within the framework of government programmes
which provides an opportunity for national authorities and
development partners to be aligned with shared priorities.
It also permits the agencies to provide longer term support
against well-defined policy objectives and to support reforms
through agreed operational commitments and devolving greater
authority to national governments concerning resource decisions.
The approaches are therefore potentially a very critical
means to negotiate appropriate emphasis on Education for
All in national development processes, and to strengthen
understanding and collaboration between Ministers of Finance
and Ministers of Education. The approaches can also assist
in altering the traditional funding division of labour between
governments and agencies, with agency preference for capital
and development expenditures rather than recurrent costs.
The successful application of sector-wide approaches rests
on a number of pre-conditions at both country and agency
levels. At the country level, they include longer term macro-economic
planning, strong government leadership and effective participation
of civil society organizations. They, therefore, often require
provision of consolidated technical assistance by the development
partners in order to strengthen the human and institutional
resource base. The approaches also represent a particular
challenge to the EFA movement in terms of adaptation of
knowledge on, training in and learning from successful experiences.
8. Monitoring of progress towards the EFA goals and
targets: The UNESCO Institute for Statistics has been charged
with monitoring global progress towards EFA through its
Observatory in collaboration with other partners. Its work
has been concentrated in four major areas: data collection,
development of new methodologies, capacity-building in collection
and use of statistics, and data analysis and interpretation
of cross-national data. Monitoring must form an integral
part of national and regional EFA plans for action and be
conducted regularly at those levels in order to allow for
adjustments. It must be based on common output and outcomes
indicators which can facilitate the production of national
plans. The 18 core EFA indicators should be used and modified
in light of the expanded Education for All concept and in
light of new emerging areas of critical importance. Specific
attention must be paid to better understanding and monitoring
of international aid flows and private sector contributions
as well as costs of and expenditures for education at the
national level. A mapping of country needs must be urgently
undertaken related to their capacity to undertake baseline
surveys in order to enhance the quality, accuracy and validity
of the data used to monitor progress, the appropriateness
of their education management and information systems, and
the existence of national capacities for evaluation and
monitoring.
9. The global initiative is a complex undertaking
of huge magnitude. Its success for the EFA movement will
rest on an appropriate use of the identified six elements
as a consolidated strategy applied in light of individual
country contexts. The initiative should be put into action
through identification by the EFA movement of an appropriate
forum for coordination and monitoring.
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