This book explores a range of conceptual, methodological, and empirical issues concerned with the application of needs-based resource allocation in education via formula funding of schools. The notion of 'needs-based formula funding' employed in this discussion refers to the impartial application of an agreed set of explicit rules to allocated educational resources in a manner which ensures that schools receive what they need in order to deliver a pre-specified quality of education.
The book is presented in three main parts: the policy context for needs-based formula funding, technical matters related to the construction of funding formulae, and case studies in five countries. The conclusion offers a 'checklist' for senior decision-makers in Ministries of Education that highlights the pre-conditions for undertaking a successful implementation of needs-based formula funding.
The main message that arises from the book is that needs-based formula funding of schools offers considerable benefits to both centralized and decentralized school systems in terms of increased levels of equity, efficiency, effectiveness, transparency, and accountability.
Author Biography: Kenneth N. Ross studied mathematics and education at the University of Melbourne and is a Senior Programme Specialist at the International Institute for Educational Planning (IIEP). He is a Fellow of the International Academy of Education. His research interests include the use of quantitative research methods for educational policy research and the design and implementation of large-scale surveys of the quality of education. He has held senior research and academic positions at the Australian Council for Educational Research and at Deakin University. At present he is co-ordinating the IIEP's programme of co-operation with eleven Ministries of Education involved in cross-national educational research conducted under the auspices of the Southern Africa Consortium for Monitoring Educational Quality.
Rosalind Levacic graduated in economics from London University and is now Reader in Educational Policy and Management in the School of Education at the Open University. She has worked as a consultant in several countries on projects concerned with the financing and management of schools. She has published widely on the financing of school systems and resource management in education. Her recent book on Local Management of Schools is widely acclaimed as a key text for understanding school finance issues associated with decentralized models of school management.

Ross, Kenneth N. (Kenneth Norman), 1947-; Levačić, Rosalind; International Institute for Educational Planning

Kenneth N Ross; Rosalind Levačic; UNESCO International Institute for Educational Planning (IIEP)

Kenneth N Ross; Rosalind Levačić; International Institute for Educational Planning

edited by Kenneth N. Ross, Rosalind Levačić

Rosalind Levacic, Kenneth Norman Ross

Kenneth N., Ed Ross

United Nations Educational, Scientific and Cultural Organization

Paris: UNESCO, International Institute for Educational Planning

International Institute for Educational Planning, IIEP

International NGO Publishers, France

Paris, France, 1999

July 1999

Includes bibliographical references.

Библиогр. в конце гл.

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This book explores a range of conceptual, methodological, and empirical issues concerned with the application of needs-based resource allocation in education via formula funding of schools. The notion of "needs-based formula funding" employed in this discussion refers to the impartial application of an agreed set of explicit rules to allocate educational resources in a manner that ensures that schools receive what they need to deliver a prespecified quality of education. The book is presented in three main parts: the policy context for needs-based formula funding, technical matters related to the construction of funding formulae, and case studies in five countries. The conclusion offers a checklist for senior decision makers in Ministries of Education that highlights the preconditions for undertaking a successful implementation of needs-based formula funding. The book's main message is that needs-based formula funding of schools offers considerable benefits to both centralized and decentralized school systems in terms of increased levels of equity, efficiency, effectiveness, transparency, and accountability. (DFR)

xi, 257 p. : 23 cm
Includes bibliographical references
Introduction / Kenneth N. Ross and Jacques Hallak -- The role of formula funding of schools in different educational policy contexts / Brian J. Caldwell, Rosalind Levačić and Kenneth N. Ross -- Principles for designing needs-based school funding formulae / Rosalind Levačić and Kenneth N. Ross -- Component 1 : basic student allocation / Ibtisam Abu-Duhou, Peter Downes and Rosalind Levačić -- Component 3 : student supplementary educational needs / Peter W. Hill and Kenneth N. Ross -- Component 2 : curriculum enhancement and component 4 : school site needs / Peter Downes and Stephen Forster -- Case study 1 : formula funding of schools in Australia / Brian J. Caldwell and Peter W. Hill -- Case study 2 : formula funding of schools in England and Wales / Rosalind Levačić -- Case study 3 : formula funding of schools in the United States of America and Canada / Allan Odden -- Case study 4 : formula funding of schools in New Zealand / Nicholas Pole -- Conclusion / Kenneth N. Ross and Rosalind Levačić

2023-06-28