Upload
kenda
View
39
Download
0
Tags:
Embed Size (px)
DESCRIPTION
Estimation of household spending on education using household surveys. Methodological aspects and applications. J. Claude ndabananiye Pôle de Dakar. Outline. Background and motivations : t he critical need for statistics on household spending on education - PowerPoint PPT Presentation
Citation preview
ESTIMATION OF HOUSEHOLD SPENDING ON EDUCATION USING
HOUSEHOLD SURVEYSMETHODOLOGICAL ASPECTS AND
APPLICATIONS
J. CLAUDE NDABANANIYEPÔLE DE DAKAR
Outline
I. Background and motivations: the critical need for statistics on household spending on education
II. Estimation of HH expenditure on educationA. Methodological aspectsB. Data collectionC. Estimation techniques
III. Selected exemples and the way forward
I. Background and motivations: the crucial need for statistics on HH education spending (1)• Policy analysis on education financing is often limited to
that of public resources because of a lack of data of HH contributions– Weak statistical capacity to regularly conduct surveys on
HH household– Lack of standardized and comparable methodology on
private spending on education
• However, household financing of education is an increasingly important issue in SSA countries– Limited public resources to fund the expansion of
education systems– Hence, increasing private financing will be inevitable
I. Background and motivations: the crucial need for statistics on HH education spending (2)
• In this perspective it is essential to effectively assess: – The extent and nature of household contributions to education.
• Public-private cost sharing structure? At what extent do HH contribute at different levels of education? What items do they finance?
– At HH level, it is important to assess the magnitude of education spending compared to other items (health, food, etc.).
• The relative weight of education funding in total HH spending (by income level, by level of education, by main items, etc.)
II. Estimation of HH expenditure on education: A. Methodological aspects
What should/has to be considered as HH expenditure on education?
1) Expenditure that are clearly included as HH expenditure: direct expenditure related to attending school
– Registration fees (and other associated fees: examination fees, parents’ association fees, etc.)
– Uniforms and school supplies (text books, sport clothing, other compulsory supplies)
– Ancillary services: boarding fees, canteens and cafeterias, transportation
2) Expenditure ‘not’ included (open to discussion): – additional expenditure not compulsory/ not directly related to attending school
Direct expenditure related to
attending school
School/tuition feesUniforms and school
suppliesAncillary services and
other expenses- Registration fees, - Examination fees- Parents’ association
fees, - Other enrolment
associated fess
- Uniforms, - Text books,- Sport clothing and- Other ‘compulsory’
school supplies
- Boarding fees, - Canteens and
cafeterias,- Transportation
Indirect
Expenditure ‘not’ included
- Additional books other than those required,
- Computer,- Educational games, etc.
- Tutoring and - Special classes, - Meals outside school, - Pocket money, - Leisure and - Extra-curricular
activities, etc.
Source: Pôle de Dakar
Table1. Conceptual framework for classifying HH education spending
II. Estimation of HH expenditure on education: B. Data collection
Where to find data on HH expenditure on education?1) Educational institutions accounting books : line items that show payments from households- However, this may account for a relatively small part of total HH expenses
2) HH budget-consumption surveys. Widely available but with many methodological challenges: - Declared information is based on what is reported from memory (potential source of errors and omissions)- Varying understanding of expenditure on education - In many cases: HH expenses on education can not be traced for each enrolled child
Estimation of HH expenditure on education:C. Estimation techniques using HH surveys (1)
2 Cases:Case 1) HH education spending is reported for each enrolled child and by the main expenditure items (tuition fees, school supplies, uniform, etc.)
•In this case, the mean (average) expenditure per child, per education level and per main items are derived as simple averages (taking into account appropriate sampling procedure: sampling weights, etc.)
HH number
Child number
Level of education
Total expenditure
School fees Uniforms School supplies
Ancilary and others
HH1 HH1_C1 Primary
HH1 HH1_C2 Lower sec
HH1 HH1_C3 Lower sec
HH2 HH2_C1 Preschool
Estimation of HH expenditure on education: C. Estimation techniques using HH surveys (2)
Case 2) Only the total expenditure on education for all enrolled children in the HH is reported
Which estimation approach is appropriate in this case?- Dividing the total HH expenditure by the number of children - Considering sub-populations (hh with only preschool or primary children - Using econometric modeling to estimate mean/average expenditure per child
HH number Total expenditure School fees Uniforms School supplies Ancilary and others
HH1
HH2
HH3
Estimation of HH expenditure on education: C. Estimation techniques using HH surveys (3)
• Suppose an education system with five levels of education. • For each HH, total expenditure on education equals the sum of expenditure for all
schooled children. Thus, the regression model can be written as :
• Refers to an accounting idendity not a behavioral nor an equilibrium relationship• (parameters to be estimated): the coefficients associated with the number of
schooled children for each education level represent the mean/average cost per child at that level
• OLS regression w/o the constant term (if no schooled child, HH educ spending=0) • The model may then be reproduced by type of institution (public / private),
by income quintile, by residence (rural / urban), by gender, etc
Total expenditure at HH level = (expenditure in preschool) x number of children enrolled in preschool+ (expenditure in primary) x number of children enrolled in primary+ (expenditure in lower secondary) x number of children enrolled lower secondary+ (expenditure in upper secondary) x number of children enrolled in upper secondary+ (expenditure in tertiary) x number of children enrolled in tertiary education
• The estimation technique in order to derive statistically significant and population - representative estimates must ensure a number of rules of consistency/robustness:– Average spending per child always positive and highly significant– Respect of sampling weights in order to be able to extrapolate
estimated averages to the entire population.– Ensure referential thresholds: Eg. Estimated total (public+private)
average expenditure per child must be between the estimated cost in the public school and private school.
• Some limitations:– Some HH expenses can benefit from economies of scale, i.e. not
proportional to the number of children. – Data are based on retrospective surveying. So, there are potential
errors and omissions that need to be taken into account
Estimation of HH expenditure on education: Robustness check
Selected exemples:Average HH education spending by child and education level in 15 SSA countries (2004 USD PPP)
Selected exemples:Breakdown of HH education spending by main items, 15 SSA countries (%)
Selected exemples:Cost-sharing between Households and the Government and Distributive Equity issues
Household expenditure on education as % of public curret expenditure on education, by level (Average for 15 African countries)
Distribution (%) of Enrolled Pupils by Wealth Quintile and Education Level, (Average for 15 African countries)
Way forward: Dedicated household spending surveys
– Standardized an comparable methodology: clear definitions and boundaries taking into account developing countries’ context
– Development of a dedicated questionnaire on HH education spending
– Capacity building on data collection and data analysis