Current approach to HE Financing in Poland address: ul. Hoża 20 \ ul. Wspólna 1/3 \ 00-529 Warszawa \ phone: +48 (22) 529 27 18 \ fax: +48 (22) Data: 13\10 \2015 www.nauka.gov.pl
Jan 20, 2016
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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