| |
| |
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|
6. Targeting
|
| |
|
| "International
co-operation should give priority to the countries currently
least able to meet the basic learning needs of their populations.
It should also help countries redress their internal disparities
in educational opportunity. Because two-thirds of illiterate
adults and out-of-school children are female, wherever such
inequalities exist, a most urgent priority is to improve access
to education for girls and women, and to remove every obstacle
that hampers their active participation" (Framework:5) |
| |
| 6.1
Introduction |
| |
|
The Jomtien
Declaration clearly calls for the targeting of countries most
in need of assistance to meet basic learning needs. It also
emphasises the need to target contributions within countries
in order to redress imbalances in educational opportunity.
The assumption is that agencies will focus their development
co-operation on the basis of need, particularly with regard
to basic education. However, implementing this in practice
is far from straightforward, and the precise approaches favoured
at the country level by agencies are often not explicitly
stated. The agency documentation received is also not necessarily
exhaustive. It is also difficult for agencies to disaggregate
statistical data to the level of detail necessary.
The authors
recognise that the issue of targeting is complex and sensitive.
The aim is not to construct a hierarchy of agencies in terms
of targeting particular sub-sectors or groups. We have attempted
to illustrate the variety, similarity and richness of agency
approaches. We also recognise the difficulty of reconciling
the need to target as promoted at Jomtien and subsequent international
agreements and the current way in which the notion of partnerships
is being implemented. Targeting may be more a part of policy
discussions with partner governments as preparation for a
sector wide approach with non-earmarked funding than something
which agencies aim to illustrate in their statistical reporting.
In this
chapter, we examine which factors influence agencies in their
targeting of ODA contributions in general, their criteria
for selection of partner countries, as well as the implications
this has for a focus on basic education. We then consider
how agencies target their contributions within the basic education
sub-sector, including their policies on targeting within countries
(rural / urban areas), marginalised groups and in particular
equitable access for girls and women. In relation to this
last issue the question of whether agencies are mainstreaming
gender throughout their education policies is also considered.
We then highlight other issues such as targeting via contributions
to multilaterals.
|
| |
| Section
B presents and analyses the statistical data received and also
draws upon the OECD's Development Assistance Committee (DAC)
data. |
| |
|
| 6.2
Reasons for Targeting |
|
|
Whether,
or how an agency focuses on basic education is partly the
result of certain beliefs about the development process. For
example, basic education is largely perceived as contributing
to poverty reduction, therefore an agency with poverty alleviation
as its overriding concern may choose to target basic education,
rather than other sub-sectors of education. However, it may
also choose to target other areas which have an impact on
poverty reduction, such as health, the environment etc. The
choice of partner countries for a basic education programme
is then often made initially on the basis of poverty concerns.
Similarly the degree of focus on basic education, as opposed
to other sectors, will depend partly on what the agency perceives
are the most effective and efficient interventions for achieving
the goal of poverty reduction.
As targeting
is linked to overall development objectives it can also take
the form of conditionality. Agencies may choose to work with
those countries which fulfil certain criteria related to development
co-operation in general, such as the promotion of human rights
or the capacity to reform, and not always specifically because
they are most in need of basic education.
Targeting
is also a practical necessity, with many of the smaller agencies
concentrating their development assistance in fewer countries
and sectors in response, either to a decline in budgets, or
a general concern to be more effective by being more focused,
and therefore not stretching resources too thinly. Finland,
for example, mentions that membership of the EU and other
global political changes result in new financial pressures
and therefore they have to decide which forms of action to
take. There are potential implications for those countries
not selected which also demonstrate great need.
Targeting
can also foster continued targeting on the basis of specialisation,
especially for smaller agencies. Examples include Switzerland
and Germany (emphasis on vocational education and training).
|
| |
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| 6.3
Overall Development Policies |
| |
|
| There are
two main general objectives agencies cite as guiding their overseas
development co-operation; poverty alleviation / reduction and
the promotion of human rights (and democracy). An associated
objective is the promotion of peace and security. These objectives
influence the selection of partner countries and also the sectors
and sub-sectors within which the agencies work. |
| |
| 6.3.1
Poverty Reduction |
| |
|
|
Most agencies
mention poverty reduction specifically as a main objective.
Although not all have articulated the perceived relationship
to basic education provision, it is possible that for some
the link is taken as read, given the international consensus
at Jomtien for a focus on basic education as part of attempts
to combat poverty. For those who have specified the link,
there are wide variations in agency statements. Austria discusses
basic education's role in addressing structural causes of
poverty, whereas Canada puts it in terms of offering opportunities
to the poor. For some basic education is key (e.g. Netherlands,
EU,UNICEF, World Bank); others see it as part of a range of
issues (e.g. Finland, New Zealand).
Of those
with a clear poverty focus Sweden presents an interesting
example. Sweden has a 'two-pronged' approach with an explicit
focus both on the poorest countries and also on poor regions
within countries. They also target countries on the basis
of their ability to implement anti-poverty policies.
It is
clear from some general policy documents we received that
agencies often target the poorest countries and then, having
selected partner countries on this basis, concentrate on addressing
basic education / basic human needs. Examples include Canada,
Ireland, Japan, Norway, Sweden, Switzerland.
Canada
state that in 1995-97 they invested generally in 34 of 60
lowest ranking countries, yet emphasise that they have no
policy for targeting based on the UNDP HDI index. They stress
that they only made substantial contributions to basic human
needs in 13 of these. It is not clear if they are saying they
can only afford to work in some, i.e. concentration of resources,
or that they also work elsewhere and therefore have a broader
approach rather than a strict focus on 'poor' countries. For
other agencies it is not clear whether they are using the
DAC, World Bank or the UNDP categorisations of countries as
a guide to targeting the poorest.
If the
focus of the above agencies is on the poorest countries and
within that on basic education this should be reflected in
their contributions to the sector. However, it is not possible
to draw any conclusions from the data except in the cases
of Sweden and Switzerland.
Sweden
: Of the 18 countries listed for basic education funding
all but 4 are classified LLDC or 'other LIC' in the 1997
DAC statistics.
Switzerland
: Of the 12 African countries receiving basic education
ODA all but 1 are classified LLDC or 'other LIC'. The Latin
American countries as a whole are LMIC or UMIC with the
exception of one or two, so a focus on the poorest countries
world-wide would tend to exclude this region. Within their
contributions to this region Switzerland mostly work with
the former. Their concentration in Asia is also with LLDCs
or 'other LICs'.
Austria
also mention that the majority of their partner countries
are categorised as LLDCs or LICs.
In terms
of an overall development objective the aim of reducing poverty
has one of the clearest links to basic education in many agency
documents. Given that this link is made by the majority of
agencies basic education should be a priority for contributions,
possibly alongside other sectors such as health.
|
| |
|
| 6.3.2
Human Rights and Democracy |
| |
|
| Some agencies
provided general policy documents and it is clear that for many
the promotion of human rights and democracy is a key objective.
Examples include Finland, Japan, Norway, Portugal, Switzerland,
United States. Others emphasise this key objective both in general
and education specific documents. Table 6.1 below shows agencies
in this latter category and also those promoting education as
a human right or as contributing to achieving the furthering
of human rights and democracy. |
| |
|
| Table
6.1 Agencies Promoting Human Rights and Democracy in Relation
to Education (not available) |
| |
|
|
The table
shows that some agencies have the promotion of human rights
and democracy as a stated development priority within their
education documents. The Development Banks as a group make
no reference to the promotion of human rights in the policy
documents we received, although some refer to the UN Declaration
on Human Rights, which includes the right to education.
Some agencies
are not uniform in their prioritising of this objective. Canada
mentions the promotion of human rights and democracy with
respect to most regions, but not across all. Democracy is
not mentioned specifically in the Africa and Middle East sections
of their co-operation, although security and peace are seen
as key issues.
Of the
large number of agencies promoting human rights and democracy
as a key development objective very few explicitly explore
any link with basic education. On the evidence available to
us it is perceived as a means of achieving this for 6. For
some agencies education is seen both as a human right in itself
and as contributing to human rights and democracy. If a link
between the promotion of human rights and democracy and basic
education is not perceived to exist then those agencies prioritising
this development objective may not choose to focus to such
a large extent on basic education.
The two
development objectives of poverty reduction and promotion
of human rights work together to influence how agencies intervene
in development co-operation in general and also in particular
sectors. The poverty reduction aim seems to have a clearer
link to basic education than the focus on human rights and
democracy. For some however, the Human Rights perspective
is clearly prior to work on poverty and is an important condition
for aid. Norway states that priority will be given to partner
countries which demonstrate a concern with "development-oriented
policy which respects human rights and international agreements
thereby laying the foundation for general co-operation in
development and poverty reduction" (Royal Norwegian Ministry
of Foreign Affairs 1996:42). Norway also alludes to a willingness
to break off development co-operation if partner countries
do not match Norway's requirements.
The Jomtien
declaration implies that a focus on basic education should
result from an assessment of need in particular countries.
It is clear however, that agencies are more likely to focus
on basic education if it is a means of achieving wider development
objectives. In the case of poverty reduction this would seem
to work in favour of increased commitment to basic education,
but is less clearly the case for human rights and democracy.
Countries which are not perceived as prioritising human rights
and democracy are arguably less likely to be selected as partner
countries by some agencies and therefore also less likely
to receive contributions for basic education.
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| |
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| 6.4
Selection of Partner Countries |
| |
|
|
Besides
their wider development objectives agencies also have other
reasons for focusing their ODA in particular countries. A
number of influencing factors appear in the documentation.
long
historical connections with certain countries. Examples
include Portugal (colonial relationship with certain African
countries), the UK (connections dating back to the empire
and now the Commonwealth).
longstanding
aid relationships : Norway (long standing development links),
the Netherlands ('long term structural co-operation relationship'),
a focus
on those countries most capable of system reform or those
'committed to development'. Examples include USA, Finland.
Finland makes this point in conjunction with conditionality
for its ODA. This criteria for selection may be partly related
to the move towards sector type approaches.
membership
of larger political and economic groupings. Sweden mentions
new involvement in W Africa as a result of EU membership.
Finland, similarly, reports influence from the EU and the
International community.
comparative
advantage or area of expertise (Denmark, Canada, formerly
UK with regard to English Language Teaching (ELT)), or the
capacities of the agency in terms of size (e.g. Ireland
discontinuing funding for India).
Of these
factors, the historical connections and membership of larger
political groupings may coincide with a focus on poverty reduction
and therefore lead to increased intervention in basic education.
In terms of comparative advantage it depends where the area
of expertise lies. Judgements on the basis of agency capacity
may still mean a focus on basic education, but only within
certain countries.
Finland
categorises its partners as follows: those in serious crisis
(humanitarian aid), countries recovering from war, countries
in political transition, countries in economic transition,
poor but stable countries. IDB categorises those in their
region according to size of economy with 4 categories from
large to small. USAID has a categorisation specifically for
Africa: countries in civil strife/ economic collapse, countries
not in strife but not showing signs of democratising their
political systems and have regressive or stagnant economies,
those emerging from conflict, countries where there is 'good
news' which is defined as a transition to pluralistic societies
with economic policies leading to growth (USAID 1998). Their
work focuses on the last group.
This kind
of categorising reflects the focus on countries ready for
reform or able to implement particular policies. In USAID's
words these are countries "that can help themselves" (USAID
1998: 3).
Unfortunately
the statistical data so far received is not sufficiently disaggregated
in the case of Finland and not available in the case of the
USA to determine which countries are actually in receipt of
large funding contributions to basic education.
|
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|
| 6.5
Priority Regions or Countries |
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|
|
The selection
of partner countries can also take the form of geographical
targeting. Some bilateral agencies choose priority countries,
whilst others have a regional focus.
Austria names 5 key regions for their ODA and specify which
countries within those are a priority. In the 3 year programme
for 1999-2001 each will receive between a minimum of 4%
and a maximum of 8% of ODA.
Norway
combines a regional approach with targeting specific priority
countries. In the regional focus potential partner countries
have to compete for funds. Priority countries will receive
more predictable levels of funding.
Ireland has always had priority countries. Originally they
concentrated on 5, dropped 2, and recently 3 more have been
added.
Obviously
the regional development banks have their priority regions
already specified.
|
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|
| 6.5.1
Focus on Africa |
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|
|
In the
education policy documents received some agencies highlight
a focus on Africa, in particular Sub-Saharan Africa. Education
figures for this region are constantly quoted as being particularly
low for ER, illiteracy etc, and certainly some agencies have
specific documents on basic education in Africa (for example
USAID).
Box 6.1
shows agencies which state they focus on Africa in their assistance
to education, or those whose basic education provision is
predominantly in Africa.
|
| |
|
| Box
6.1 Agencies Focusing on (Sub-Saharan) Africa in Basic Education
(not available) |
| |
|
|
Given
that agencies select partner countries initially often on
the basis of poverty criteria and then address the issue of
basic education it is unsurprising that Africa is a particular
region of interest. For some agencies, such as Finland, Ireland
and Portugal, Africa is a focus for general ODA, for poverty
reasons or historical connections, and therefore a focus on
this region for basic education is a logical consequence.
Some agencies, such as Canada, are also clearly assessing
educational need in the region, which is reflected in their
programming.
Unfortunately,
for the majority of the agencies listed above it is not possible
to confirm whether this focus on Africa is reflected in their
contributions to basic education. The data received from most
agencies is not presented in terms of country or regional
breakdowns. Analysis is possible for the following: Luxembourg,
The Netherlands, Portugal, Sweden, UK, UNESCO (see appendix
4).
Luxembourg:
From 1996-98 the majority of the countries receiving education
ODA are in Africa. However, in terms of volume of ODA to
basic education disbursements to Nicaragua in 1993 and 1994
have been the largest to any single country over the decade.
Africa received the largest share as a region with $4.04mn.
in comparison to $2.28mn. to Latin America and $0.23mn.
to the Philippines.
The
Netherlands: Africa received more funding for basic education
in 1995, 1997, 1998. Asia was higher in 1993, 1994 and 1996.
Latin America in 1992.
Portugal
: The focus of all their ODA to basic education is in Africa,
primarily Mozambique and Cape Verde.
Sweden:
Africa consistently received more funding to basic education
than either Asia or Latin America and the Caribbean. The
contributions to Africa declined over the decade with a
slight increase in 1999. Disbursements to Asia though lower
are only slightly less in 1997 - 8.
UK:
In the current portfolio commitments to basic education
(primary) are highest to India. 3 South Asian countries
are amongst the top 6 for commitments in this area.
UNESCO:
Disbursements in extra-budgetary spending for Asia and the
Pacific have been consistently higher than those to Africa,
except in 1992. Those to Latin America have also been higher
in 1993 - 1998. The implementation rate is generally lower
to Africa than the other regions.
Data is
also available from a couple of other agencies which did not
state a particular focus. The Netherlands, for example, has
much higher contributions in basic education to Asia than
Africa until 1997, when the trend reverses. However, this
is still insufficient to draw any conclusions about a focus
on any particular region for the whole agency community. There
are commentators who argue that S. Asia has been an area for
particular focus in basic education and this would seem to
be reflected in the case of the UK current portfolio (Shotton
1999). Certainly for the other agencies discussed above the
focus has not been entirely on Africa throughout the decade.
Other
agencies have a local focus most notably those in the Asia
/ Pacific region (Australia, Japan, New Zealand). The multilaterals
(e.g. UNDP and UNICEF) also stress their world-wide brief
and the developing banks work in their own specific regions.
|
| |
|
| 6.5.2
Focus on 'Countries in Transition' |
| |
|
|
Besides
a geographical focus on Africa a number of agencies target
what they term 'countries in transition', either economic
or political transition (Finland, Norway, USA, UNESCO and
UNICEF). For most agencies this refers to countries emerging
from war or transforming their economies, such as Mozambique,
Angola etc. This focus is of particular interest to agencies
aiming to promote peace and security, as well as human rights
and democracy. However, it is not possible to comment on funding
contributions to these countries and the implications for
basic education without a clear definition for each agency
of which countries are deemed to be in transition.
The only
other focus mentioned by an agency is a concern for small
island states on the part of UNESCO.
|
| |
|
| 6.6
Reduction, Consolidation or Increase in Number of Partner Countries |
| |
|
| As was
stated in the introduction targeting is a practical necessity.
Some agencies report a reduction or consolidation in the number
of countries they fund, partly as a result of decreasing resources
(Norway, Denmark) and other factors, such as the need to be
able to have dialogue with the partner country. Other agencies
are increasing the range of countries (Finland), though this
is also in the context of reduced funds. This has implications
again for the number of countries receiving contributions to
basic education. The number may be reducing to reflect agency
capacity and preferred modalities for ODA, rather than in response
to a decline in need in basic education. |
| |
|
| Table
6.2 Agencies Reducing, Consolidating or Increasing the Number
of Partner Countries(not available) |
| |
|
|
Again
the influence of these changes in numbers of partner countries
on the basic education sub-sector cannot be explored due to
the lack of disaggregated statistical data provided. It is
only possible to comment on Sweden. The number of countries
they fund has remained fairly stable during the decade. In
1998 Angola and Eritrea received funds for the first time
and Zambia and Sri Lanka had no additional funding. Both Cambodia's
and Zimbabwe's funding has decreased and Ethiopia's increased
substantially. This would seem to reflect what is stated in
the policy documents.
Targeting
of ODA is a complex issue, with many factors playing a role.
It is obvious that although the Jomtien declaration is important
for discussions related directly to basic education, it is
not the only guiding principle by which agencies target countries
or even sectors for development co-operation. Some of the
factors discussed above coincide with thinking on the importance
of basic education and others do not. It is therefore not
surprising if agency focus on basic education varies.
|
| |
|
| 6.7
Focus within Basic Education |
| |
|
|
Having
looked at factors influencing general targeting policies and
the implications for basic education we turn to agency targeting
within this sub-sector. The Jomtien and International Development
Targets for UPE, adult literacy and gender disparities influence
the type and level of intervention agencies make. The desire
to meet such targets may influence decisions as to whether
to fund particular sub-sectors, such as primary, or particular
modes of education, such as non-formal. It is therefore important
to look at agency targeting at this level. Another important
point to bear in mind is raised by the EU detailing the fact
that agencies work with developing countries to produce country
strategy papers where the focal sectors for funding are decided.
As was pointed out in Chapter 3 agency policy and practice
is also influenced by declarations and conferences post-Jomtien,
as well as those relating to other sectors. Part of the problem
in examining agency contributions within the sub-sector relates
to definitions, which vary across agencies (see Chapter 4).
All include formal primary education both in their definitions
and in their policy statements, but there is more variation
with the other sub-sectors. The following tables show agencies
which state they work in secondary, early childhood, and special
needs education as part of basic education (adult education/literacy
is dealt with in Chapter 8). Again it is only possible to
see whether these policy statements translate into funding
contributions for a few agencies, due to the lack of disaggregated
data supplied. The agencies for which we have data on primary
contributions are the following (see appendix 5):
Canada
: Canada committed money to primary education every year
except 1995. The amounts vary greatly, ranging from $0.201mn.
in 1990 to $14.967mn. in 1994. The amounts committed in
the second half of the decade are more than in the first
half. The total of $41.569mn. represents 60% of their basic
education commitments over the decade at current prices.
Netherlands
: The Netherlands have data for disbursements to primary
from 1992 onwards. The levels increased up to 1995 and then
dropped back slightly until 1996, when it increased again.
The total of $255mn. represents 90 % of the total disbursements
to basic education over the decade in current prices.
Sweden
: Disbursements to primary were made from 1993 to 1998,
except for 1996. Levels varied with 1995 being the highest
point. The total of $175.91mn. represents 55% of their total
disbursements to basic education over the decade at current
prices.
The largest
percentage of Germany's contributions is to formal primary
education in comparison to other sub-sectors such as non-formal
education
Looking
at these agencies it is clear that primary has a high priority
as a sub-sector. It could be that expenditure is high as projects
and sector programmes are larger than for more specialist
sectors. However, the trend in the above 4 agencies does reflect
a general view that primary has received the most and increasing
attention since Jomtien.
|
| |
|
| Those agencies
involved in secondary education are indicated in Box 6.2. |
| |
|
|
Box 6.2
Agencies Involved in (lower) Secondary Education as Part of
Basic Education
Australia
Denmark
Japan:
intermediate education in 1992 report
Luxembourg
New Zealand
Norway
United Kingdom
ADB
CDB: lower
secondary
IDB
UNICEF
The United
Kingdom has no current definition of basic education and works
with country definitions. They also work in secondary education,
which could therefore on occasion be included under basic
education.
|
|
|
Note also
that some agencies (e.g. WB) include (lower) secondary in
their definitions of basic education but do not highlight
it as an area to which they contribute. Such discrepancies
between definition and practice possibly apply to other areas
of basic education.
The only
agency for which there is data related to secondary education
contributions is for IDB (see appendix 5). IDB : Data is disaggregated
into the sub-sectors but also with some combination funding.
Commitments solely to secondary were made in 1996 and 1997
of a total of $561mn., which represents 65.5% of their total
contributions to basic education over the decade (excluding
1999) at current prices.
|
| |
|
| Table
6.3 Agencies Involved in Early Childhood Development / Pre-school
Education as Part of Basic Education (not available) |
| |
|
| Disaggregated
data on ECD is available for the following agencies (see appendix
5): § Canada : Canada committed $0.10mn. to ECD in 1992. § Netherlands
: Disbursements were made to ECD throughout the decade. The
levels rose steadily until 1995, dropping for a year and rising
between 1997-8. The total of $3.08mn. represents 1% of their
contributions to basic education over the decade at current
prices. § IDB have statistics on pre-school in combination with
other sub-sectors so it is impossible to give totals purely
for this sub-sector. Looking at these agencies ECD does not
seem to have a high priority, but there is not sufficient evidence
to make a claim for all. |
| |
|
|
Box 6.3
Agencies Contributing to Special Needs Education as Part of
Basic Education
Denmark:
new area of interest
Finland
New Zealand
Norway
Sweden
USA
UNICEF:
working towards mainstreaming the disabled
CDB
|
| |
|
There
is no data available on contributions to special needs education.
It is
difficult to conclude where the focus has been over the decade
within basic education in terms of actual contributions due
to the lack of relevant data. In terms of policy statements
there is a clear bias in favour of primary education. Early
childhood development, with special emphasis on disabled children
is highlighted in the declaration as a proposed target, but
does not seem to have overwhelming policy support amongst
agencies.
|
| |
|
| 6.8
Targeting of Rural and Urban Areas |
| |
|
| The declaration
makes clear that 'rural and remote areas' should receive special
attention in the context of reducing education disparities within
countries. Most of the agencies have taken this on board in
their policy statements. |
| |
|
| Table
6.4 Agencies' Stated Policies on Rural and Urban Targeting (not
available) |
| |
|
| No agency
has a sole focus on urban areas, which reflects the Jomtien
declaration and the general perception that rural areas, and
groups within them, are the most marginalised. Rural areas have
traditionally been perceived as the areas most neglected in
terms of formal education provision and are therefore the obvious
target for basic education intervention. However, a broad definition
of basic education with a focus on all those under served by
education should lead to the inclusion of urban areas, with
particular emphasis on people outside the formal sector. No
data is available which reflects agency targeting of areas within
countries, so it is not possible to comment on the proportions
of basic education contributions going to rural or urban areas. |
| |
|
| 6.9
Equity Issues : Marginalised Groups |
| |
|
|
"An active
commitment must be made to removing educational disparities.
Under served groups - the poor; street and working children,
rural and remote populations, nomads and migrant workers;
indigenous peoples, ethnic, racial, and linguistic minorities;
refugees; those displaced by war; and people under occupation
- should not suffer any discrimination in access to learning
opportunities" (Declaration: 5).
"The learning
needs of the disabled demand special attention. Steps need
to be taken to provide equal access to education to every
category of disabled persons as an integral part of the education
system" (Declaration: 5)
There
is a strong thread through the Jomtien declaration emphasising
the needs of those underserved by basic education. Some of
the groups referred to are numerical minorities, some are
large majorities within countries. Most of the agencies state
a focus on marginalised groups in general and some specify
particular groups for targeting.
|
| |
|
| Table
6.5 Targeting of Marginalised Groups in Basic Education (not
available) |
| |
|
|
A number
of comments can be made about this table. 2 agencies state
that they focus also on youth. Germany argues that previous
targeting of women and families has not had the expected knock-on
effects for youth. This group therefore needs special attention.
The Jomtien
declaration highlights certain groups for special attention;
refugees, the disabled. 2 agencies make reference to those
affected by conflict, but several agencies do have projects
on education for refugees (e.g. Austria, UNICEF). 5 mention
targeting children with special needs, or the disabled. Box
6.3 highlighted those agencies working in this area.
Linguistic
or ethnic minorities receive attention from 8 agencies. Of
these ADB and Norway do not make explicit any involvement
in bilingual education. There is a general lack of discussion
on language issues in agency documents (see Chapter 9).
It is
not possible to comment on this type of targeting in relation
to actual amounts or proportions of funding. The data received
is not disaggregated in this way and would be arguably very
difficult to provide.
|
| |
|
| 6.10
Equity Issues : Gender Relations |
| |
|
|
"The most
urgent priority is to ensure access to, and improve the quality
of, education for girls and women, and to remove every obstacle
that hampers their active participation. All gender stereotyping
in education should be eliminated." (Declaration: 5)
The declaration
also says the following on education programmes for women
and girls. "These programmes should be designed to eliminate
the social and cultural barriers which have discouraged or
even excluded women and girls from benefits or regular education
programmes, as well as to promote equal opportunities in all
aspects of their lives" (Framework : 18)
Targets
were suggested at Jomtien to deal with gender disparities.
However, this is the area of the declaration in which there
was the least progress mid-decade (EFA Forum Secretariat 1996).
Targets have since been reinforced, with commitments to reducing
gender disparities by 2015 (OECD 1996).
|
| |
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| 6.10.1
Approaches to Gender Issues: |
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Agencies
all highlight the importance of gender relations either in
overall policy and / or specifically for basic education.
As the declaration implies, this translates mainly as a concern
of inequitable access to quality education for women and girls.
The agencies' most frequently stated reason for investing
in women and girls' education, apart from the human rights
perspective, seems to be a focus on reduced fertility rates
and improved health.
Gender
is a particularly difficult area because of cultural factors,
as alluded to in the Jomtien declaration. The USAID mention
the need for a national consensus in partner countries on
gender because of the cultural issues involved.
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| 6.10.2
'Mainstreaming' Gender |
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'Mainstreaming'
of gender issues is a strategy from the Beijing conference.
Lexow and Ror (1996) point to difficulties in defining 'mainstreaming'
and what this means in practice. They state that some agencies
see it (inaccurately) in terms of 'gender neutrality' or the
non-inclusion of specific interventions for women. Most agencies
seem to have 'mainstreaming' as a strategy or approach, although
the number of agencies which use this term specifically is
quite small (Australia, Austria, Netherlands and Sweden UK).
Some refer to integrating gender throughout policy and practice
(e.g. Canada, Germany, New Zealand, UNICEF) or making it a
cross cutting issue (Australia, Denmark, EU). Lexow and Ror
(1996) question the degree to which it actually happens in
practice, pointing to agencies still using enrolment rates
as the main indicator, not looking at appropriateness of curriculum,
for instance, and not having sufficient baseline data on gender
issues.
Thinking
on gender over the decade has moved from a focus specifically
on women and girls (WID) to an understanding that the relationships
between women / girls and men/ boys are important (GAD). A
number of agencies make reference to the former, especially
in connection with the DAC WID guidelines for monitoring development
co-operation (Austria, Japan (from 1995), Netherlands, Norway,
EU). ADB, Australia and New Zealand talk specifically in terms
of GAD, with others also emphasising the need to look both
at men and women (for example, Sweden).
Views
on gender, like other approaches to development, can reflect
national concerns of agencies. Norway points to their progress
nationally on gender issues and its importance for their approach
in development co-operation.
In terms
of targeting the World Bank states that it has focused on
the 31 countries with the greatest gender disparities, with
a particular emphasis on 15 of them (mostly in Africa).
Gender
is also an issue in conditionality for some agencies for example,
USAID.
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| 6.10.3
Gender and Access |
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| For most
agencies the main concern seems to be access for girls. The
following are some examples of the types of interventions agencies
cite (note the list is not exhaustive): improving facilities
in schools (WB), safe and convenient schools and dormitory facilities
(Australia), information for parents (Netherlands, WB), providing
alternative schooling for girls who cannot attend for cultural
reasons (UNDP), getting parental agreement that girls do not
get married (ADB in Bangladesh), locating schools nearer homes
(Norway), stipends to female students (Norway), multiple delivery
systems for education (Sweden), legislation for equal opportunities
(Switzerland), waiving fees (USAID), policies on pregnant girls
staying on at school (USAID, UNICEF), transport for female teachers
(ADB) and priorities within teacher training, including rectifying
imbalances in numbers of female teachers (EU). Few, if any,
of these interventions address access to basic education for
women. This has implications for contributions to adult education,
particularly non-formal (see Chapter 8). |
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| 6.10.4
Gender and Quality |
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Quality
is also an issue. The types of interventions cited include;
removing gender bias from curriculum and materials and increasing
relevance (Australia, Canada, Ireland, Netherlands, Norway,
Sweden, UNICEF), educating male and female teachers on equitable
approaches in the classroom (Germany, Ireland), programmes
on gender relations aimed at boys (UNICEF).
Focusing
on early childhood education is also perceived as improving
quality and access in primary and contributing cross-sectorally
in both education and health (e.g. Austria, UNICEF, ADB).
UNICEF stresses the importance of gender in peace education
and the role of advocacy work.
Other
issues raised by agencies:
Addressing
gender issues by working with NGOs (Australia, Switzerland).
System
reform, with a call for gender aware planning, policy formulation
and monitoring of education (UK, USAID, UNICEF).
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| 6.10.5
Cross-Cutting Issues In Marginalisation |
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| Women and
girls are often referred to as a marginalised group. Boys are
a stated focus amongst agencies working in the Caribbean and
Polynesia (CDB, UK, Australia). Gender is an issue that intersects
with geographical, ethnic, rural marginalisation. IDB promotes
gender equality in all projects and refers to the substantial
progress in Latin America in access for girls. They also point
to the situation of older women, who missed out as a result
of past bias within the system, and within that group the relative
lack of progress for urban, rural and indigenous women, with
the last group being the most marginalised. |
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| 6.11
Multilateral ODA |
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Most of
the agencies address the issue of targeting related to their
bilateral ODA. Although much of the multilateral ODA to basic
education is not earmarked, agencies may specify that their
contributions be used to encourage intervention in specific
areas. For example:
Denmark
tries to ensure that the World Bank concentrates on vulnerable
groups. In their contributions to UNESCO they emphasise
major themes they consider important; special needs, basic
learning materials development and NFE for adults.
Finland
also mentions earmarking support channelled through the
UN agencies.
This
is possibly a reflection of agency concerns to show their
commitment to particular national policies for development.
Earmarking of funds via multilaterals does not necessarily
work in practice. Previously trust funds were used to earmark
contributions to the World Bank, but problems occurred as
monies were not disbursed. Some agencies, such as DFID, avoid
this type of earmarking. Generally targeting via multilaterals
probably takes the form of advocacy in policy discussions.
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| 6.12
Conclusions |
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Targeting
is dependent on a number of factors of which the Jomtien declaration
is only one. Poverty reduction and human rights objectives,
combined with issues such as the ability to implement reform,
past loyalties, particular interests, as well as capacity
of agencies, influence the selection of partner countries.
There is then a focus on basic education and within basic
education there seems to have been a clear focus on primary
education (in some cases both formal and non) for the agencies
for which we have data. Other areas are receiving increasing
attention, such as special needs education, in policy statements.
Much of
the discussion implies a geographical focus on Africa, but
this is only possible to quantify in terms of funding for
some agencies, and is not necessarily supported by the contributions
to the sector.
In general
agencies seem to have taken on board the Jomtien declaration
emphasis on particular groups, although with some, such as
linguistic minorities and refugees, are under represented.
There is a clear integration into policy of gender issues
within basic education as well as the focus on both access
and quality. How much is actually translated into practice
is difficult to tell from a solely agency perspective.
It is
worth asking also what the effects of targeting are. Do the
new international targets reinforce a focus on primary education
for example? It is also important to see which countries showing
great basic needs are negatively affected by policies on targeting
and whether particular groups or sub-sectors of basic education
continue to receive less attention than others. Targeting
is also a difficult issue to reconcile with Jomtien's other
concern that agencies respond to partner countries' agendas.
This is possibly even more difficult in the light of new modalities.
Agencies will continue to target based on their overall development
agendas, which are not necessarily limited to concerns related
to EFA, and aim to support developing countries' policies
and agendas.
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| 6.13
Outstanding Issues |
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| 6.13.1
Issues |
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Targeting
takes many forms and is both implicit and explicit. It is
also an integral part of the way in which both agencies and
countries prioritise. The Jomtien declaration suggested ways
in which targets for basic education could be developed. In
addition to these a number of specific International Development
Targets have been agreed. In order to achieve these targets
agencies make decisions as to the most appropriate type of
intervention and level of funding required.
The issue
of targeting is however problematic. Tracking agency and country
efforts to achieve broad targets is difficult, as demonstrated
by the type of data received for this report. Tracking contributions
to small sub-sectors of basic education and any focus on marginalised
populations within countries is even more so. If such detail
is required then ways of disaggregating data are also necessary.
However, given the developments over the decade, especially
in terms of how partnerships are currently being shaped, it
may be the case that there is little value in attempting to
demonstrate targeting at the micro level for any future assessment
exercise.
Assessing
agencies in terms of targeting can inadvertently lead to comparisons
between agencies suggesting a hierarchy of good practice.
This report aims instead to demonstrate the variety of approaches.
Assessments of progress towards particular targets may reinforce
a feeling amongst agencies, especially those with a slightly
different focus, that there is an obligation to demonstrate,
at least in policy terms, a commitment to exactly the same
ideas. This commitment may not be a true reflection of agencies'
relative expertise and experience and may also run counter
to attempts to facilitate good practice, respond to country
priorities and fund meaningful interventions.
Targeting
sometimes takes the form of conditionality, which has implications
for agency aims to respond to partner countries' priorities
and development agendas.
The process
of selecting countries described above and the consolidation
or reduction of the number of partner governments agencies
will work with has potential implications for basic education,
especially if it results in the same countries being deemed
suitable for partnership by the various agencies. Targeting
of populations within those countries not chosen as key partners
is also an issue.
The notion
of targeting is further complicated with the introduction
of new modalities, such as sector wide approaches, particularly
those involving non-earmarked budgetary support. There would
seem to be a contradiction between providing general non-earmarked
funds and attempting to target particular sub-sectors, groups
and regions. Targeting may form part of policy discussions
with governments in future or gradually diminish in importance
as the new modalities are more fully developed. This has implications
for international and national reporting mechanisms.
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