“EQUIP”Enabling Quality Improvement Project

World Bank PresentationWashington DCMay 22nd 2006

Content

Part 1: Introduction

- CfBT Education Trust

- Private education in India

- Genesis of EQUIP

Part 2: EQUIP

Methodology Evidence of Impact Challenges and

Issues

CfBT Education Trust

Non-profit education company UK HQ, regional offices in Africa,

S.Asia, SE Asia and the Middle East Turnover about £144 million 2,000 staff Involved in PPPs in education globally

Synopsis of private education in India (1)‘Paucity of Reliable Data’

Lack of availability of data

- data collection of recognized schools only

- recognized coverage is patchy

- school-returns data is exaggerated to cover up failure

- no data collected on student learning (i.e., if achievement data then not correlated to student, teacher and school characteristics)

(‘Private and Public Schooling: The India Experience’ -Geeta Kingdon (2005). Mobilizing the Private Sector for Public Education Conference Harvard/WBG)

Synopsis of private education in India (2)‘Private as a Percentage of Total in 2 States’

0

10

20

30

40

50

60

Prim-AP

Prim-TN

Mid-AP

Mid-TN

High-AP

High-TN

Schools

Students

Teachers

Synopsis of private education in India (2)

Typology of schools- government run (centre-state-local)

- government-aided (essentially public given salaries paid by state and appointments made by Education Service Commission)

- private (recognized)

- private (unrecognized)

Synopsis of private education in India (4)‘Composition of Private Schools’

Percentage of school children living below the poverty line enrolled in private schools:

- aged 5-10: 14.8% - aged 11-14: 13.8%- aged 15-17: 7.0%

MIMAP Survey

Proportion of total enrolment increase absorbed by private providers 1978-1993

0

10

20

30

40

50

60

70

Urb '78-'86

Urb '86-'93

Rur '78-'86

Rur '86-'93

Primary

Upper Primary

Genesis of EQUIP

1998-2000 Series of Private Education Sector Studies in West Africa and SSA – WB funded

2000-2002 Project to Improve Private Education in Andhra Pradesh - CfBT Trust funded

2003 Market Study of Small and Medium Education Enterprises in Andhra Pradesh and Tamil Nadu - IFC funded

2004-ongoing HSBC Education Foundation

Part 2A : EQUIP Details

1. Unique features

2. Specific objectives

3. Components 1-3

4. Process and procedures

1. Combination of financial assistance and technical support for capacity building in schools

2. Access to capital for schools serving poor families

3. Improving access to education4. Raising standards by training managers and

teachers and upgrading facilities5. Helping schools differentiate through

reputation for quality 6. Improving life chances for poor children

Enabling Quality Improvement Project 1. Unique Features

Enabling Quality Improvement Project 2. Specific Objectives

1. Financial objectives- To assist commercial Banks to create a financing

mechanism for small education enterprises

- To provide ‘edupreneurs’ with access to capital at reasonable terms

2. Technical objectives

- To develop an education management solutions package for Non-State Education Providers

- To develop a viable and sustainable technical support service

Enabling Quality Improvement ProjectComponent 1: HSBC Education Finance Facility

Loan Details Range Rp 50,000 - Rp 750,000 or

US$ 1,000 –17,000 Tenure: 1 to 4 years Interest Rate: 8-9%

Loan Utilisation Infrastructure improvement Computers and equipment Teaching and learning materials Furniture

-• Terms of Financial Package

• Transparency in Accounting

• Unwillingness to share school data

Eligibility Criteria

Only located in Chennai and Hyderabad

Private schools for low income families

In existence for 5 years + Registered as a trust or

society Recognised by the State

Education Department

Enabling Quality Improvement ProjectComponent 1: HSBC Education Finance Facility

Eligibility Documentation

Bye laws permit commercial borrowing Copy of Committee Minutes authorising school to

avail itself of the loan Personal guarantee from the promoter or at least one

Trustee Age of promoter to be between 21 and 58 Minimum net income per annum of Rp. 75,000 (US$

1,675)

Enabling Quality Improvement ProjectComponent 2: Education Access Scheme

The School Must:

1. Be an EQUIP member

2. Not use SIG funds to replay loan

3. Have a School Development Plan

4. Adhere to EQUIP Health and Safety Guidelines

The SIG Should:

1. Address Educational Quality Issues

2. Provide deliverables that improve quality of teaching and learning

Maximum allocation:After 2 years:US$ 875

Component 3: Whole School Improvement Service

CfBTES

S I P M D P

T T P

E L P E R C

Q A S

Process and Procedure

CfBT The School HSBC

1. Identifies school 2. Submits documentation

3. Conducts financial assessment

6. Conducts baseline

5. Places orders with approved vendor

4. Approves loan to school

7. Verifies loan

expenditure

8. Carries out work 9. Disburses loan into vendor account

10. Delivers WSIP 11. Undergoes WSIP

12. Monitors EMIS

Part 2B : EQUIP Details

1. Component 4: Impact and assessment

2. Finances

3. Lessons learnt

Enabling Quality Improvement ProjectComponent 4: Impact and Assessment

Administration & Finance

Efficiency of the integrated service

Templates or systems for contextualization

Growth of the portfolio Degree of the Portfolio ‘at

risk’

Education Metrics

Improvement in school management

Gains in learner achievement

Enhanced standard of teaching

Better infrastructure

EMIS (Education Management Information System)

Status of school at time of baseline study

• Commitments made by school to reach milestones, and • ongoing progress• CfBT’s technical assistance for school improvement• Details of loan size, repayment track record and interest

obligations• Overall progress indicators: - improved management practices - professional development of teachers - better learning outcomes of students - improved image of school in the community

EMIS (2)

EMIS: monitoring EQUIP

• All information stored centrally and web-enabled for remote access by HSBC, CfBT and the respective school • Each school with unique identification number• EMIS processes school data and supports generation of baseline report

Status Update• Web-enabled software developed and tested up to School Improvement Plan stage• Reports accessible now by www.cfbtes.com

EQUIP Impact & Assessment Information‘Numbers – 1 - Finance’

Numbers - EQUIP  # of schools applied for loans: 48 # of schools approved for loans: 15 # of schools rejected for loans: 15 # of schools pending: 14

Reason for rejection:- Outside of jurisdiction: 1- Bad credit history: 6- Lack of sufficient surplus: 4

  - Dropped in process: 8

 

 

Top amount disbursed:

Rp 750,000 or US$16,750 Bottom amount disbursed:

Rp 139,000 or US$3,105 Mean of amounts disbursed:

Rp 468,360 or US$10.460

Breakdown for reason for loan:

- Infrastructure: 12

- Equipment: 3

EQUIP Impact & Assessment Information‘Numbers – 2 – Technical Support’

School development plans completed: 28

# of schools assessed: 33

Management Development programs delivered: 54 hours

# of managers taught: 78

  Teacher training programs

delivered: 1105 hours # of teachers trained: 1311

  Parent orientation programs

delivered: 18 hours # of parents involved: 900

  Student orientation

programs delivered: 28 hours # of students impacted: 1000

EQUIP Component Costs

Component 1. The HSBC Finance Facility: depends on loan amounts disbursed

Component 2. School Improvement Grant: US$875 per school: depends on # of schools meeting criteria

(maximum US$ 44,000) Component 3. Whole School Improvement Package: US$87.50

allocated per school: includes all WSIP initiatives (maximum allocated US$ 44,000)

Component 4. Monitoring and Evaluation: EMIS, Baseline and Final Evaluation (maximum allocated US$ 44,000)

Component 5. Management and Implementation. CfBT management of the programme over 2 years (maximum allocated US$ 24,000)

Total Sum: US$: 156,000

EQUIP Unit Costs WSIP Education Technical Service

Indicative cost per activity per school delivered over 2 years for 100 schools annually

SIP (1 hour pm to monitor) 12,000 MDP (15 hours) 6,000TTP (60 hours) 12,000ELP (70 hours) 19,000Education Learning Centre 1,000Parent Orientation Program 11,000Administration Costs (salary – office etc) 7,500

Summary: 700 hours of inputs for Rp 68,500 or(approximately US$ 2.25 per school per hour delivered)

WSIP minus EQUIP loan

Number of schools taking up the WSIP service with no loan: 33

Breakdown of school by type determined by fee charge with Fee rate (Rp per month charged)

Tier 1 (15,000 to 25,000 pm) # of schools: 2Tier 2 (7,000 to 14,999 pm) # of schools: 2Tier 3 (2,500 to 6,999 pm) # of schools: 16Tier 4 (1,250 to 2,499 pm) # of schools: 13

Summary of Impact Survey Parameters

5 Schools in each group – EQUIP, WSIP and the Control Group

The EQUIP and WSIP schools have had a baseline and impact survey

All three types of schools have similar characteristics: - average size of 200-300 students- catering to low socio economic group- average fee about Rp 100 to 150 or US$2 per month - same geographic locale (the old city)

Baseline survey and Impact survey involved questions to sample sizes of 355 parents, 289 teachers and 739 students

Average of 12 months between conducting of the Baseline and Impact survey

Parents Impact Survey DataEvidence of Impact (%)

Area Sub Group EQUIP

%

WSIP

%Leadership

and Management

Vision-Policies-Administration 28 12

Teaching and Learning

Child centred-Methods of teaching-Student

assessment, support and discipline

16 18

Infrastructure Cleanliness-Safety 24 24

Image of School

Stakeholder involvement-Satisfaction-Publicity

10 20

Teachers Impact Survey DataEvidence of Impact (%)

Area Sub Group EQUIP

%

WSIP

%Leadership

and Management

Vision-Policies-Administration-Teamwork

21 47

Teaching and Learning

Expectations-Child centred-Methods of teaching-Student

assessment, support and discipline-CPD

31 49

Infrastructure Cleanliness-Safety 40 60

Image of School

Stakeholder involvement-Teacher Satisfaction-Student involvement-Publicity-Alumni

26 57

Students Impact Survey DataEvidence of Impact (%)

Area Sub Group EQUIP

%

WSIP

%

Leadership and

Management

Policies-Academic Expectations

20 0

Teaching and Learning

Child centred-Student Assessment- Student

support-Student discipline

28 31

Infrastructure Seating-Cleanliness-Safety 97 97

Image of School

Stakeholder involvement-Student Satisfaction-Publicity

60 66

CHALLENGES AND ISSUES

Finance Services

Terms of the loan Bureaucratic

requirements Sharing of information

between HSBC and CfBT

Technical Services

Levels of support to CPD Scheduling the inputs

into the school year Changing perceptions for

Child Centred Learning environment

CfBT & HSBC

“Thank you”Mlatham@cfbt.com