Current approach to HE Financingin Poland

address: ul. Hoża 20 \ ul. Wspólna 1/3 \ 00-529 Warszawa \ phone: +48 (22) 529 27 18 \ fax: +48 (22) 628 09 22

Data: 13\10 \2015

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General overview

1.Number of HEIs – 428

• public – 132

• non-public – 296

2.Number of students – 1,5 mln

• in public HEI’s –1,1 mln

• in non-public HEI’s – 360 ths www.nauka.gov.pl

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0

200

400

600

800

1000

1200

1400

1600

1800

2000

2200

Grand total public non-public

Students by sector (public/non-public)

HEIs by sector (public/non-public)

1990

/91

1991

/92

1992

/93

1993

/94

1994

/95

1995

/96

1996

/97

1997

/98

1998

/99

1999

/00

200

0/01

200

1/02

200

2/03

200

3/04

200

4/05

200

5/06

2006

/07

2007

/08

2008

/09

2009

/10

2010

/11

2011

/12

2012

/13

2013

/14

2014

/15

0

50

100

150

200

250

300

350

public non-public

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Public higher education institutions (HEIs)Types of institution:− Universities (18)− Technical universities (18)− Economic universities (5)− Agricultural universities (7)− Medical universities (9)− Pedagogical schools (5)− Academies of physical education (6)− Art academies (19)− Maritime and military academies (7)− State professional schools (36)− School of Police and Central School of Fire Service

Supervisory authorities

• Minister of National Defence – military academies,

• Minister of Internal Affairs – academies of public services,

• Minister of Culture – universities of artistic education,

• Minister of Health – medical universities,

• Minister of Maritime Economy – maritime academies,

• Minister of Higher Education – other types of HEIs.

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State expenditure on higher education

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16 billion PLN≈3,9 billion EUR0,9% GDP

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The structure of expenditures in higher education

Budget spendings 2015

teaching grants 12 921,1 mln pln

financial support for students

1 745,3 mln pln

investments 445,4 mln pln

european funds578,6 mln pln other

326,2 mln pln

teaching grantsfinancial support for studentsinvestmentseuropean fundsother

Process of determining the amounts of grant for HEIs

• Step 1Index-linked way of determining the overall budget on Higher Education

• Step 2distribution of the funds among the individual HEIs with an allocation formula

Allocation formulaAllocation formula is based on :

• the so-called transmission constant – responsible for allocation of 65% of the total grant

• and 6 following criteria – responsible for allocation of 35% of the total grant:

−students and doctoral students - 35% (out of 35%),

−staff- 35%,

−proportional growth – 10%,

−research – 10%,

−authorization – 5%,

− international exchange - 5%.

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𝐷𝑢𝑖𝐷𝑐 = 𝐷𝑝𝑢𝑖𝐷𝑝𝑐𝐶+ (1−𝐶)(𝑊𝑠× 𝑆𝑖+𝑊𝑘× 𝐾𝑖 +𝑊𝑑× 𝐷𝑖+𝑊𝑏× 𝐵𝑖+𝑊𝑢×𝑈𝑖 +𝑊𝑤×𝑊𝑖

𝐾𝑖 = 𝑃𝑚𝑝𝑖 +𝑍× 𝐾𝑚𝑝𝑖 +4𝐿𝑍𝑝𝑟𝑜𝑓60𝑖 + 5𝐿𝑍𝑝𝑟𝑜𝑓𝑖σ ሺ𝑃𝑚𝑝𝑖 +𝑍× 𝐾𝑚𝑝𝑖 +4𝐿𝑍𝑝𝑟𝑜𝑓60𝑖+ 5𝐿𝑍𝑝𝑟𝑜𝑓𝑖ሻ𝑛𝑖=1

𝐷𝑖 = ඥ𝑃𝑖+𝑍× 𝐾𝑖 ×ඥ2𝐿𝑠2,𝑖 +𝐿𝑠1,𝑖 +2,5𝐿𝑑𝑖σ (ඥ𝑃𝑖 +𝑍× 𝐾𝑖 ×ඥ2𝐿𝑠2,𝑖 +𝐿𝑠1,𝑖 +2,5𝐿𝑑𝑖𝑛𝑖=1 )

𝐵𝑖 = 𝐿𝑘𝑟𝑎𝑗𝑖 +2𝐿𝑧𝑎𝑔𝑟𝑖 +4𝐿ℎ𝑖+ 0,5𝑈𝑘𝑟𝑎𝑗𝑖 +𝑈𝑧𝑎𝑔𝑟𝑖+ 2𝑈ℎ𝑖σ ሺ𝐿𝑘𝑟𝑎𝑗𝑖 +2𝐿𝑧𝑎𝑔𝑟𝑖+ 4𝐿ℎ𝑖 +0,5𝑈𝑘𝑟𝑎𝑗𝑖 +𝑈𝑧𝑎𝑔𝑟𝑖 +2𝑈ℎ𝑖ሻ𝑛𝑖=1 𝑊𝑖 = 𝐿𝑠𝑤𝑖 +3𝐿𝑠𝑝𝑖σ ሺ𝐿𝑠𝑤𝑖+ 3𝐿𝑠𝑝𝑖ሻ𝑛𝑖=1

Allocation algorithm

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𝑆𝑖 = σ 𝑘𝑠𝑘 × 𝐿𝑠𝑘,𝑖𝑥𝑘=1 +σ 𝑘𝑑𝑑× 5𝐿𝑑_𝑠𝑡𝑦𝑝𝑑,𝑖𝑦𝑑=1 +σ 𝑘𝑑𝑑 × 𝐿𝑑𝑑,𝑖𝑦𝑑=1 +1,5𝐿𝑠𝑐𝑖σ (σ 𝑘𝑠𝑘 × 𝐿𝑠𝑘,𝑖𝑥𝑘=1 +σ 𝑘𝑑𝑑 × 5𝐿𝑑_𝑠𝑡𝑦𝑝𝑑,𝑖𝑦𝑑=1 +σ 𝑘𝑑𝑑 × 𝐿𝑑𝑑,𝑖𝑦𝑑=1 + 1,5𝐿𝑠𝑐𝑖)𝑛𝑖=1

𝑈𝑖 = 2𝐿𝑈ℎ𝑎𝑏𝑖 +𝐿𝑈𝑑𝑟𝑖σ ሺ2𝐿𝑈ℎ𝑎𝑏𝑖 +𝐿𝑈𝑑𝑟𝑖ሻ𝑛𝑖=1

Allocation of the grant for financial support for students - parameters

• total number of students,• number of students staying in

dormitories,• number of students receiving a

financial support in the previous year,

• number of disabled students.

Student’s support

1.Grants• a maintenance grant, • a special grant for disabled persons, • the Minister’s scholarship for outstanding learning

achievements, • the Rector’s scholarship for best students, • assistance grants.

2. Loans

3. Other advantages (e.g. accommodation in a student dormitory of their higher education institution and for meals in a student cafeteria, reduction in urban public transport fares).

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Investment• Allocation of funds for the investment projects is not based

on standardized and quantified criteria. • Application is judged by a panel appointed by the minister,

which takes into account in particular the importance of the planned investment for the development of the HEIs.

• Signing the relevant agreement is required in order to receive funds.

Special grants intended for improving quality

• leading national research centres • units which were assessed ‘with

distinction’ by the State Accreditation Committee

• units implementing national qualification frameworks

• additional scholarship for 30% the best doctoral students

R&D• funds for statutory research and development

activities, • projects obtaining in a competetive way (National

Centre of Science, National Centre of Research and Development, european funds, international cooperation),

• there are other players apart from HEIs (institutions of the Polish Academy of Science, research institutes, entrepreneurs),

address: ul. Hoża 20 \ ul. Wspólna 1/3 \ 00-529 Warszawa \ phone: +48 (22) 529 27 18 \ fax: +48 (22) 628 09 22

Thank you for your attention

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