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Financing Education / pdf - Unesco

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CHAPTER 4<br />

<strong>Education</strong> for All Global Monitoring Report<br />

The financial<br />

effort required<br />

to continue<br />

beyond primary<br />

education is<br />

often much<br />

larger than for<br />

the primary cycle<br />

Uganda and Zambia about one-third of households’<br />

discretionary spending was for education goods and<br />

services, the same share as in Bangladesh (Boyle<br />

et al., 2002). For poor households the burden can<br />

be particularly heavy. For instance, the household<br />

expenditure per primary school pupil in Tajikistan<br />

as a share of per capita household expenditure is<br />

twice as high for the poorest fifth of households as<br />

for the richest fifth.<br />

The financial effort required to continue beyond<br />

primary education is often much larger than for the<br />

primary cycle. Indian households surveyed in 2001<br />

in selected districts were spending twice the<br />

amount per child in upper primary government<br />

schools as in primary schools (Jha and Jhingran,<br />

2005). Fees paid by households in the Democratic<br />

Republic of Congo for each child enrolled in public<br />

primary schools represent up to 14% of average per<br />

capita income (varying by region), increasing up to<br />

42% in public secondary schools (World Bank,<br />

2005c). And in Mozambique, before the elimination<br />

of school fees, average total household expenditure<br />

per child enrolled in the upper grades of basic<br />

education was almost three times that for the lower<br />

grades, while expenditure on lower secondary could<br />

be nine times that for primary education (World<br />

Bank, 2005g). Again, the burden is heaviest for the<br />

poorest households. The share of a secondary<br />

student’s expenses in per capita household<br />

expenditure was roughly twice as high in the<br />

poorest households as in the richest in Guatemala,<br />

Nicaragua, Tajikistan and Timor-Leste (Table 4.7)<br />

School costs are a barrier<br />

to school access<br />

While some households can cover the expenses<br />

that are associated with school attendance, many<br />

poor households cannot. In addition, for such<br />

households the perceived benefits of schooling may<br />

not be sufficient to justify the expenditure. ‘Lack of<br />

money’, ‘economic problems’, ‘need to work’ and<br />

‘family can’t afford school expenses’ are the main<br />

reasons cited in several studies of why children do<br />

not attend school; see, for example, Bangladesh,<br />

Nepal, Uganda and Zambia (Boyle et al., 2002);<br />

Yemen (Guarcello et al., 2006b); and Albania,<br />

Kazakhstan, Latvia, Mongolia, Slovakia and<br />

Tajikistan (<strong>Education</strong> Support Program, 2007).<br />

In Uganda before the elimination of school fees,<br />

71% of children surveyed cited cost of attendance<br />

as the main reason for having dropped out of<br />

primary school (Deininger, 2003). Fees are cited<br />

as a major obstacle to school enrolment in China<br />

and Indonesia (Bentaouet-Kattan, 2006).<br />

Amplifying the effects of direct and indirect costs<br />

of schooling, many households tend to invest less<br />

in children for whom the value of schooling is<br />

perceived to be less important, or when cultural<br />

Table 4.7: <strong>Education</strong> expenditure as a share of household expenditure, selected countries<br />

<strong>Education</strong> expenditure as a share of total annual household expenditure<br />

All education levels Primary Lower secondary<br />

Guatemala (2000)<br />

Nicaragua (2001)<br />

Panama (2003)<br />

Tajikistan (2003)<br />

Timor-Leste (2001)<br />

Total<br />

Poorest<br />

20%<br />

Richest<br />

20%<br />

Total<br />

Poorest<br />

20%<br />

Richest<br />

20%<br />

Poorest<br />

20%<br />

5.1 2.2 8.2 2.5 1.8 3.9 7.6 5.8 7.6<br />

5.5 3.8 7.5 2.6 2.7 3.1 4.5 5.6 4.2<br />

7.7 5.5 9.3 4.0 2.8 6.6 5.2 4.4 6.9<br />

5.5 6.3 6.0 2.8 3.6 2.3 3.4 4.3 3.2<br />

1.5 1.5 1.5 1.0 1.1 0.6 1.5 2.5 1.2<br />

Total<br />

Richest<br />

20%<br />

<strong>Education</strong> expenditure per pupil as a share of annual household expenditure per capita<br />

All education levels Primary Lower secondary<br />

Guatemala (2000)<br />

Nicaragua (2001)<br />

Panama (2003)<br />

Tajikistan (2003)<br />

Timor-Leste (2001)<br />

Total<br />

Poorest<br />

20%<br />

Richest<br />

20%<br />

Total<br />

Poorest<br />

20%<br />

Richest<br />

20%<br />

Poorest<br />

20%<br />

13.5 8.4 18.5 9.3 7.3 14.0 31.1 47.7 26.5<br />

13.7 11.3 17.5 9.0 9.1 11.1 18.7 34.7 15.0<br />

18.9 15.6 20.4 15.2 11.5 24.1 22.9 28.2 25.5<br />

16.4 21.0 15.2 13.9 19.4 10.4 15.0 20.5 12.5<br />

4.2 4.6 3.7 3.3 3.8 2.1 7.7 14.2 5.4<br />

Total<br />

Richest<br />

20%<br />

Sources: Guatemala Government and World Bank (2000); Nicaragua National Statistics and Census Institute and World Bank (2001); Panama Government<br />

and World Bank (2003); Tajikistan Goscomstat and World Bank (2003); Timor-Leste National Statistics Directorate and World Bank (2001).<br />

152

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