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ОЦІНЮВАННЯ ЕФЕКТИВНОСТІ ПРАВИЛ ФІНАНСУВАННЯ ОСВІТИ
В. І. Усик

DOI: 10.32702/2307-2105-2021.12.14

УДК: 336:02: 378.3

В. І. Усик

ОЦІНЮВАННЯ ЕФЕКТИВНОСТІ ПРАВИЛ ФІНАНСУВАННЯ ОСВІТИ

Анотація

Питання фінансових правил в освіті є особливо актуальним для національних економік із низьким рівнем розвитку та незавершеними інституційними реформами, до яких належить українська економіка. Це пояснюється обмеженістю фінансових ресурсів та браком форм їх раціонального використання. У роботі обґрунтовано підходи до оцінювання ефективності правил фінансування освіти, практична реалізація яких дає змогу довести вищу ефективність функціонування освітньої сфери, яка фінансується за правилами. Одночасно можна використовувати декілька варіантів оцінювання базуючись на ідеї багатоваріантності оцінювання ефективності правил фінансування освіти. Кількість цих варіантів оцінювання обмежується наявністю інформації, передусім, про те, чи використовуються правила фінансування освіти в різних країнах світу, та якими конкретно є ці правила.

Ключові слова: освіта; ефективність; фінансування; правила; політика.

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V. Usyk

EVALUATION OF EFFECTIVENESS OF EDUCATIONAL FINANCING RULES

Summary

The importance of financial rules in the field of education is determined by a special role in economic development and society. Education is the driver of the national economy, with the proper funding of which positive changes in other areas can begin.
The analysis of financial rules in education is especially relevant for national economies with low levels of development and incomplete institutional reforms. These include the Ukrainian economy. It is due to limited financial resources and a lack of forms of rational use. The paper substantiates the approaches to assessing the effectiveness of the rules of financing education, the practical implementation of which allows to prove the higher efficiency of the educational sphere, which is subject to financial rules. Evaluating the effectiveness of policy rules is an understudied issue. In the modern literature on the theory and practice of public administration, there are not enough works specifically devoted to the evaluation of financial rules and rules of financing in the field of education.
The analysis of the world experience of evaluating the effectiveness of the application of the rules of financing education has allowed us to identify the following classification of methods (approaches):
- assessment of the validity (relevance) of the rules by comparing the actual macro-financial indicators with those recorded in the financial rules;
- assessment of the quality of educational services (comparison of indicators of the quality of education) in different countries with existing and absent financial rules in the field of education;
- assessment of the impact of education on macroeconomic stability indicators (comparison of macroeconomic stability indicators in countries with different financial rules in education);
- assessment of the impact of education on the international competitiveness of the national economy by comparing the world rankings of different countries.
Policymakers can use several evaluation options simultaneously based on the idea of multivariate evaluation of the effectiveness of financial rules in education. The number of these assessment options is limited by the availability of information on whether financial rules are used in education in different countries.

Keywords: education; efficiency; funding; rules; policies.

References

1. Arestis, P. (2011), “Fiscal Policy Is Still an Effective Instrument of Macroeconomic Policy”, Panoeconomics, Vol. 2, pp. 143–156.
2. Eyraud, Luc (2018), “Second Generation Fiscal Rules: Balancing Simplicity, Flexibility, and Enforceability”, available at: https://www.imf.org/en/Publications/Staff-Discussion-Notes/Issues/2018/04/12/Second-Generation-Fiscal-Rules-Balancing-Simplicity-Flexibility-and-Enforceability-45131 (Accessed 15 December 2021).
3. Caselli, Francesca, Luc, Eyraud, Andrew, Hodge, Federico Diaz, Kalan, Young, Kim, Victor, Lledó, Samba, Mbaye, Adina, Popescu, Wolf Heinrich, Reuter, Julien, Reynaud, Elif, Ture, and Philippe, Wingender. (2018), “Second-Generation Fiscal Rules: Balancing Simplicity, Flexibility, and Enforceability”, Technical Background Paper to IMF Staff Discussion Note SDN 18/04, International Monetary Fund, Washington, DC.
4. Działo, Joanna. (2012), “Fiscal Rules and Effective Fiscal Policy”, Comparative Economic Research, Vol. 15, Issue 2, pp. 65–78.
5. Lledo, Victor, Duarte, Dudine, Paolo, Eyraud, Luc and PeraltaAlva, Adrian. (2018), “How to Select Fiscal Rules”, available at: https://www.imf.org/en/Publications/Fiscal-Affairs-Department-How-To-Notes/Issues/2018/03/15/How-to-Select-Fiscal-Rules-A-Primer-45552 (Accessed 15 December 2021).
6. World Health Organization (2014), “Financial Regulations and financial rules”, available at: https://www.who.int/about/finances-accountability/accountability/who-financial-regulations-and-rules.pdf (Accessed 15 December 2021).
7. World Bank Group (1991), “Perspectives on the financing of higher education”, Education and Employment Division background paper series, Vol. 91/45, available at: http://documents.worldbank.org/curated/en/994481468766221916/Perspectives-on-the-financing-of-higher-education (Accessed 15 December 2021).
8. The World Bank (2013), “Higher Education in Developing Countries. Peril and Promise”, available at: https://elibrary.worldbank.org/doi/abs/10.1596/0-8213-4630-X (Accessed 15 December 2021).
9. Arnhold, N., Ziegele, F., Vossensteyn, J.J., Kivisto, J. and Weaver, J. (2014), “Assessment of Current Funding Model's' strategic Fit' With Higher Education Policy Objectives”, available at: https://www.izm.gov.lv/lv/media/3922/download (Accessed 15 December 2021).
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23. Clements, B. (2002), “How efficient is education spending in Europe?” European Review of Economics and Finance, Vol. 1, pp. 3-26.
24. Gupta, S. and Verhoeven, M. (2001), “The efficiency of government expenditure: experiences from Africa”, Journal of Policy Modellin, Vol. 23(4), pp. 433–467
25. Giménez, V., Thieme, C., Prior, D. and Tortosa-Ausina, E. (2017), “An international comparison of educational systems: a temporal analysis in presence of bad outputs”, Journal of Productivity Analysis, Vol. 47(1), pp. 83-101.
26. St. Aubyn, M., Garcia, F. and Pais, J. (2009) “Study on the efficiency and effectiveness of public spending on tertiary education”, Directorate General Economic and Financial Affairs (DG ECFIN), European Commission, Vol. 390.
27. European Commission (2010) “Efficiency and effectiveness of public expenditure on tertiary education in the EU. Joint Report by the Economic Policy Committee (Quality of Public Finances) and the Directorate-General for Economic and Financial Affairs”, European Economy Occasion Paper, Vol. 70, 10/2010.
28. European Commission (2018), “Economists' Musings on Human Capital Investment: How Efficient is Public Spending on Education in EU Member States?”, available at: https://ec.europa.eu/info/publications/economy-finance/economists-musings-human-capital-investment-how-efficient-public-spending-education-eu-member-states_en (Accessed 15 December 2021).

№ 12 2021

Дата публікації: 2021-12-29

Кількість переглядів: 1622

Відомості про авторів

В. І. Усик

д. е. н., доцент, професор кафедри національної економіки та публічного управління,ДВНЗ «Київський національний економічний університет імені Вадима Гетьмана»

V. Usyk

Doctor of Economic Sciences, Associate Professor, Professor of the Department of National Economy and Public Administration, SHEI "Kyiv National Economic University named after Vadym Hetman"

ORCID:

0000-0002-0938-400X

Як цитувати статтю

Усик В. І. Оцінювання ефективності правил фінансування освіти. Ефективна економіка. 2021. № 12. – URL: http://www.economy.nayka.com.ua/?op=1&z=9733 (дата звернення: 14.08.2022). DOI: 10.32702/2307-2105-2021.12.14

Usyk, V. (2021), “Evaluation of effectiveness of educational financing rules”, Efektyvna ekonomika, [Online], vol. 12, available at: http://www.economy.nayka.com.ua/?op=1&z=9733 (Accessed 14 Aug 2022). DOI: 10.32702/2307-2105-2021.12.14

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