Article
The World Bank's influence on the educational policy
of the State of Paraná
A influência
do Banco Mundial na política educacional do Estado do Paraná
La influencia del Banco Mundial en la política
educativa del Estado de Paraná
Mayara Haruka Watanabe Iijima[i]
Western
Paraná State University
Cascavel, PR, Brazil
https://orcid.org/0000-0001-6877-6348
Isaura Monica Souza Zanardini[ii]
Western
Paraná State University
Cascavel, PR, Brazil
https://orcid.org/0000-0003-2226-3840
Contribution in the
elaboration of the text: Author 1 – collection of
primary and secondary sources, data analysis, systematization of the text.
Author 2 – research supervisio, data analysis,
systematization of the text.
Received in: 02/25/2022
Accepted in: 04/29/2022
Published in: 05/19/2022
Linhas Críticas | Scientific journal of
the Faculty of Education of the University of Brasília, Brazil
ISSN: 1516-4896 | e-ISSN: 1981-0431
Volume 28, 2022 (jan-dec).
http://periodicos.unb.br/index.php/linhascriticas
Reference (APA):
Iijima, M. H. W.,
& Zanardini, I. M. S. (2022). The World Bank's
influence on the educational policy of the State of Paraná. Linhas Críticas, 28, e42092. https://doi.org/10.26512/lc28202242092
Alternative link:
https://periodicos.unb.br/index.php/linhascriticas/article/view/42092
Creative Commons license
CC BY 4.0.
Abstract: This article discusses the influence of the World Bank
regarding the educational policies implemented in the State of Paraná. Thus,
the Projeto Qualidade da Educação Básica (Quality of Basic
Education Project) in Paraná, approved in 1994, and the Projeto
Multissetorial para o Desenvolvimento
do Paraná (Multi-sector Project) for the Development of Paraná, instituted in
2012, stand out. The education project disseminated by this international
organization is sustained and negotiated according to the interests of the
internal policy of Paraná and incorporates aspects of the business field,
resulting in the intensification of evaluative processes, the search for
efficiency and effectiveness, and the participation and accountability of the
subjects in favor of better results.
Keywords: World Bank.
Educational policies. Education Productivity. Education Evaluation. Quality of
Education.
Resumo: Este artigo objetiva apresentar a influência do
Banco Mundial no que diz respeito às políticas educacionais implementadas no
Estado do Paraná. Sendo assim, destacam-se o Projeto Qualidade da Educação
Básica (PQE) no Paraná, aprovado em 1994, e o Projeto Multissetorial para o
Desenvolvimento do Paraná, instituído em 2012. O projeto de educação
disseminado por esse organismo internacional é sustentando e negociado de
acordo com os interesses da política interna paranaense e incorpora aspectos do
campo empresarial, resultando na intensificação de processos avaliativos, na
busca pela eficiência e eficácia e na participação e responsabilização dos
sujeitos em prol de melhores resultados.
Palavras-chave: Banco Mundial. Políticas educacionais. Produtividade da Educação.
Avaliação da Educação. Qualidade da educação.
Resumen: Este
artículo pretende presentar la influencia del Banco Mundial en las políticas educativas implementadas en
el Estado de Paraná. Así, destacan
el Projeto Qualidade da Educação Básica (PQE) en Paraná aprobado en 1994 y el Projeto
Multissetorial para o Desenvolvimento do Paraná en
2012. El proyecto educativo difundido por este organismo internacional se
sustenta y negocia de acuerdo con los intereses de la política interna de
Paraná e incorpora aspectos del ámbito empresarial que se traducen en la
intensificación de los procesos de evaluación, en la búsqueda de eficiencia y
eficacia y en la participación y responsabilización de los sujetos en pro de
mejores resultados.
Palabras
clave: Banco Mundial. Políticas educativas. Productividad de la educación. Evaluación de la educación. Calidad de la educación.
Introduction
This article is the result
of bibliographic and documentary research, based on international and national
primary sources that guide educational policy in the State, and the central
scope is to present the influence of the World Bank with concerning educational
policies implemented in the State of Paraná. The documents analyzed are
considered from the historical dimension and the understanding of social
relations established in the material base of society.
In general terms, it can
be stated that the World
Bank Group is made up
of five institutions: International Bank for Reconstruction and Development
(IBRD), International Development Association (IDA), International Finance
Corporation (IFC), Multilateral Investment Guarantee Agency (MIGA) and
International Centre for Settlement of Investment Disputes (ICSID). Initially,
in 1944, its actions were aimed at rebuilding the infrastructure of post-World
War II countries. Today, with a significant capacity to act, the World Bank
acts in the implementation of strategies to alleviate poverty and foster shared
prosperity in countries considered to be developing. However, for this to
happen, it exerts influence in various areas of development, including education.
We emphasize that the influence of this international
body can be understood "[…] through the establishment of the agenda of
issues to be considered, the priorities set, the conceptions based on which
public policies are defined, and even the explicit conditioning of
policies." (Vior & Cerruti, 2014, p. 113).
Thus, it is possible to state that the implementation of social policies, which
include education, does not result from an imposition made by this
international organization, but from the complex correlation of forces and
interests that permeate a country and the set of its states.
We understand that the World Bank is a policy inducer
and that its guidelines are not an imposition, but rather there is a
relationship of negotiation of internal and external interests and, therefore,
of intervention and consent, as Silva (2002) argues. Given of this, we aim to
present the influence of the World Bank in the implementation of policies aimed
at the area of education in the State of Paraná, considering that the
conditionalities of this international organization, met by the national elite,
are related to the promotion of a particular societal project that remains in
the orientation of social relations established in capitalist society.
To address this influence, we highlight some of the
actions developed in the governments of Roberto Requião
de Mello e Silva (1991-1994), Jaime Lerner (1995-1998), and Carlos Alberto
Richa (2011-2017). We draw attention, above all, to the contract signed between
the IBRD and the Government of the State of Paraná - Guarantee Contract for the
Projeto Qualidade
da Educação Básica (Quality
of Basic Education Project) in Paraná number 3766/BR - in 1994, in the amount
of US$96 million (Sousa, 2013), and to the Documento
de Avaliação do Projeto do Empréstimo Proposto (Project
Evaluation Document of the Proposed Loan), prepared by the World Bank (Banco
Mundial, 2012), in the amount of US$350 million for the State of Paraná, with
the Guarantee of the Federative Republic of Brazil.
The analysis of the documents produced by the World
Bank, selected from the Bank's website for this study as primary sources, shows
the preponderance of this international organization beyond the financial
aspect, indicating its influence on the dissemination of guidelines for the
implementation of educational policies, as well as the discourses and
justifications that underlie them.
Based on a qualitative methodological approach,
related to the survey of specific sources of the State of Paraná, we searched
selectively on the website of the Paraná Instituto Paranaense
de Desenvolvimento Econômico
e Social - Ipardes - (Institute of
Economic and Social Development), the following documents as primary sources of
this article: the Manual Operativo de Projeto (Project Operational Manual) volume 1 (Paraná,
2014a), which presents the description of the do Projeto
Multissetorial para o Desenvolvimento
do Paraná (Multisector Project
for the Development of Paraná), paying attention to the commitments made in the
Loan Agreement signed between the World Bank and the State of Paraná; and the Manual
Operativo de Projeto
volume 4 (Paraná, 2014b), which deals specifically with the programs that make
up the Education sector of the Project in Paraná: Formação
em Ação (Formation in
Action), Renova Escola (Renovate School),
and Sistema de Avaliação da Aprendizagem
(Learning Assessment System).
Both the Wor guiding documents and the state policies implemented in
Paraná (Projeto Qualidade da Educação Básica and Projeto
Multissectorial para o Desenvolvimento
do Paraná) and presented in this article were analyzed from the context of
their production. This is in line with the methodological assumption that, to
understand the influence of the World Bank on the educational policy of Paraná,
it is necessary to consider the set of social relations present in capitalist
society and the implications produced on educational policies, in the direction
of what Shiroma et al. (2005) guide:
The
recommendations present in educational policy documents widely disseminated in
print and digital media are not readily assimilable or applicable. Their
implementation requires that they be translated, interpreted, and adapted
according to the vicissitudes and political games that shape the field of
education in each country, region, and locality; such process implies, in a
way, a rewriting of the prescriptions, which poses to scholars the task of
understanding the rationality that informs them and that often seems
contradictory, fostering measures that appear to go in the opposite direction
of what they propose. (Shiroma et al., 2005, pp. 430-431)
To present the reflections developed, we structured
this article into two sections: in the first, entitled The Projeto Qualidade da Educação Básica in Paraná funded by the
World Bank, we deal with a specific project for the area of education – the Projeto Qualidade da Educação Básica –, demonstrating that its main objective (the
improvement of the schooling of elementary school students) was based on shared
management and founded on the policy of schools as centers of excellence; In
the second, called Education in the Multisectoral Project for Development in
Paraná financed by the World Bank, we present the main objectives of this
project in the area of education, such as improving the quality of education,
reducing age/grade distortion, and improving the school environment. To this
end, the programs defined to achieve these goals were: the Learning Assessment
System, Training in Action, and Renova
Escola.
The Projeto
Qualidade da Educação Básica in Paraná is funded by the World Bank
Although the first negotiations of the Paraná State
government with the World Bank were successful starting in 1987, the period
that corresponds to the inauguration of Governor Álvaro Dias (1987-1991), as
stated by Gonçalves et al. (2003), in this study we consider, for the analysis
of the negotiations with the World Bank, the administration of Governor Roberto
Requião (1991-1994), of the Partido do Movimento Democrático Brasileiro (Brazilian Democratic Movement), because it
was during this administration that the Projeto
Qualidade da Educação Básica in Paraná began to be designed.
During Requião's administration, it was
possible to observe, according to Gonçalves et al. (2003), that the projects
focused on education were inserted into the logic of the state's development
and its ability to compete. In this context, the decisions, to a great extent,
were influenced by the Planning Secretary. The aforementioned authors mention:
The initial option of the Planning Secretariat
was for an investment focused on the creation of some technical schools (2nd
degree), or better, technical centers similar to the schools in Quebec
(Canada), that the Planning Secretary had visited, which could train high-level
technicians and provide the state with qualified labor in cutting-edge areas,
interfering with the still predominant agricultural profile of the state.
(Gonçalves et al., 2003, p. 87)
However, aware of the conditionalities determined by
the World Bank about the return that basic education (especially elementary
school) could offer, the State of Paraná, at first, sought World Bank financing
for primary education. In the view of the Secretary of Planning of the State of
Paraná, this action was necessary so that, later, it would be possible to
obtain the approval of World Bank resources to finance technical high schools,
the central objective of this administration (Gonçalves et al., 2003).
After negotiations that began in 1992, the Projeto Qualidade da Educação Básica for Primary
Education was approved in 1994 in a contract signed between the Paraná State
government and the World Bank (Gonçalves et al., 2003; Figueiredo,
2005; Sousa, 2013). On the Projeto
Qualidade da Educação Básica, Gonçalves et al. (2003) and De Tommasi (2007) point out that
the Paraná project went through two formulations: the first was close to the
São Paulo state project, and the second to the Minas Gerais project.
Concerning to the external loans granted by the World
Bank to the State of Paraná, the state needed to adapt to the requirements
imposed. Among them, according to De Tommasi (2007),
where the adoption of the process of municipalization of education and support
for decentralization, resulted in the autonomy of schools. In addition, "[…]
the Bank requires the states to take responsibility for supplying the books to
the schools, regardless of the fulfillment of their obligations by the Federal
Government." (De Tommasi, 2007, p. 206). Also,
in the search for efficiency, the World Bank imposed a state of competition
among school institutions, since it established criteria for approval of
funding, such as the presence of the innovative character of the projects
presented by the schools, to reduce the high rates of repetition.
Following this direction, Sousa (2013, p. 85)
highlights the recommendations made by the World Bank for the education of the
State of Paraná:
In the guaranteed contract for the Quality of
Basic Education Project in Paraná number 3766/BR, signed in 1994 with the IBRD
of 96 million dollars, the Bank establishes obligations to the borrower not
only in the financial sense, when it imposes a counterpart of 102 million
dollars but also in the political sense when it establishes the directions of
the project. Among the Bank's guidelines, educational management in a broad way
is significantly presented, following the same logic of efficiency presented in
the State Reform. In the contract, the guidelines agreed upon with the Bank for
Education in Paraná are made explicit: decentralization in line with
participation, autonomy, and accountability as essential mechanisms to build
schools of excellence.
Thus, it is
important to point out that we understand the Projeto Qualidade da Educação
Básica from the perspective of the transnational regulation
of educational policies, as well as the reformed state and the role it plays in
the context of implementing educational projects. In the middle of this
context, in 1995, there was a change in the management of the state government,
which was under the responsibility of Jaime Lerner (1995-1998), who, through
the Secretariat of Education, defined the Action Plans I and II to guide
educational activities. According to Figueiredo
(2005), the actions foreseen in these plans are part of the action components
defined in the Projeto Qualidade da Educação Básica.
The Projeto Qualidade da Educação Básica had the proclaimed goal of increasing the
schooling of students from the municipal and state networks, encompassing
students from 1st to 8th grade. Following the national reality, in a context
signaled by the State Reform, Lerner's government stressed the need for shared
management, whose valorization of the school and the teachers who worked there
was a relevant characteristic of this form of management (Figueiredo,
2005).
In Sousa's (2013, p. 91) view, shared management
translated into some basic principles, such as:
[…] schools as centers of excellence;
partnerships with the community to achieve success in meeting the goals of
excellence; strengthening the decentralized management of SEED-PR[3] as support in developing
the competence of the system; valuing the education profession through the
expansion of its competence; the involvement of the external and internal
community to the school taken as fundamental in the evaluation process; and the
systematization and access to information. These principles would be the basis
for the implementation of the decision-making process and educational
innovations.
As noted in the excerpt, Sousa (2013) points out that
the proposal of shared management of education in the Lerner government, the Projeto Qualidade da Educação Básica, and the Programa Expansão, Melhoria e Inovação no Ensino Médio do Paraná (Program Expansion, Improvement and
Innovation in High School in Paraná) were based on the policy of the school of
excellence, which revolved around "categories such as competition,
accountability, evaluation and awarding" (Sousa, 2013, p. 87), being
guided by the neoliberal propositions of international organizations. This
corroborated the documents that were produced after the World Conference on
Education for All, held in Jomtien in 1990, and the logic of efficiency
presented in the State Reform.
As for the Projeto
Qualidade da Educação Básica, to achieve its goals, this program directed its
actions based on five components: pedagogical materials and equipment; training
of human resources in education; physical network; institutional development;
and studies, research, and evaluation (Figueiredo,
2005).
In all these discussions, it is necessary to deconstruct the belief that
the projects financed by the World Bank result only from ready-made
requirements imposed by this international organization and that should be put
into practice by the borrowing countries. On the contrary, we observe,
according to Nogueira et al. (2003), that there was a flexibilization on the
part of the World Bank during the implementation of the Projeto
Qualidade da Educação Básica project, based on internal demands. The authors
argue:
What was possible to verify is that the World
Bank technicians, in negotiation with the SEED-PR technicians, in the process
of approving the Projeto Qualidade da Educação Básica project, reallocated items from other action
programs to the "Institutional Development" and "Teacher
Training" programs. These two action programs were effectively the ones
with the greatest impact, both in terms of restructuring the state apparatus […],
and in terms of the ideological impact that they had on teachers, the school
community in general, and parents/Associação
de pais e mestres
(Parent-Teacher Association). (Nogueira et al. 2003, p. 91).
It is also worth mentioning the possibility of changes
in ongoing projects, changes that occurred in component 1, and pedagogical
material. The main goal of the Projeto Qualidade da Educação Básica was to promote the universalization of Primary
Education in the State, improving the national indexes. To attain this goal and
combat age/grade distortion, in one of its actions, the Secretaria
da Educação e do Esporte do
Paraná included, in the pedagogical material component, the printing of
didactic material for the Flow Correction Program (Nogueira et al., 2003).
Therefore, understanding that the World Bank policy
for education is not an imposition, but is the result of a game of international
and national forces and interests, Pronko (2014)
reinforces that:
This perspective
is fundamental to overcome the double misunderstanding of thinking of the WB's
action as an intervention from outside to inside (therefore, an
overdetermination of the international sphere over the national one) and as a
unilateral imposition of which local governors would be victims. (Pronko, 2014, p. 90)
In what specifically refers to the quality of
education desired by the Projeto Qualidade da Educação Básica, evaluation, and control mechanisms were
adopted, such as the Avaliação do Rendimento Escolar (School Performance Evaluation),
which was supposed to provide more accurate information about the school’s
reality and thus serve as a tool to guide the pedagogical work.
What we found is that this new form of school
management, linked to the need for evaluation of results in search of improved
educational quality, reflected the updating of the neoliberal ideology that
occurred in the 1990s. Melo (2005) called this process of redefinition of
educational policies, which is conducted by hegemonic groups with support in
the guidelines of international organizations such as the World Bank, the
globalization of education, as part of the process of capitalist globalization.
Sousa (2013), referring to the government of Carlos Alberto Richa, in
Paraná, also takes up some of the World Bank assumptions, as was done in the
Jaime Lerner government. The author asserts:
In the same logic as the Lerner government,
the state needs to become more efficient to improve public management, with
more action in the public and economic sector and at the same time reduce state
spending. To do this, it is fundamental to convene and convince society of the
importance of its participation to improve Paraná. The idea empowerment,
cooperation, of accountability, of partnerships, is present as a central
strategy of this government. In this sense, in educational management,
collegiate bodies are encouraged to participate, mainly as a means of assuming
state responsibility for school improvements and obtaining more resources.
(Sousa, 2013, pp. 98-99)
Based on the assumptions of the World Bank, which
conform to the logic present in the Brazilian State Reform, the government of
Carlos Alberto Richa, in Paraná, takes up some of these elements of neoliberal
character, such as: "[…] cutting public spending, reducing bureaucracy,
decentralization, greater emphasis on the market and public-private
partnerships." (Sousa, 2013, p. 99).
About Carlos Alberto Richa's government and its
relations with international organizations, especially the World Bank, through
the Projeto Multissetorial
para o Desenvolvimento do Paraná, we will discuss
the following.
Education in the World
Bank-financed Projeto Multissetorial
para o Desenvolvimento do Paraná
In Sousa's (2013) view, discussing the role of the
World Bank in the state of Paraná presupposes studying the Projeto
Multissetorial para o Desenvolvimento
do Paraná, prepared by the government of Carlos Alberto Richa to obtain
loans from the World Bank. In this document, it is possible to identify
convergences with the recommendations and guidelines of this international
organization. To this end, it is essential to read documents such as the World
Bank Report No. 67388-BR (Banco Mundial, 2012), which deals with the Project
Evaluation of the proposed US$350 million World Bank Loan to the State of
Paraná, the Manual Operativo de Projeto volumes 1 (Paraná, 2014a) and 4 (Paraná,
2014b), the Modelo Lógico
Formação em Ação - Training in Action Logic Model - (Ipardes, 2012a), the Modelo
Lógico Programa Renova Escola - Renova School
Program Logic Model - (Ipardes, 2012b), and the Programa Sistema de Avaliação
da Aprendizagem - Learning Assessment System
Program - (Ipardes, 2012c).
In his studies, Camargo (2018) examined the political,
ideological, financial, and educational conditionalities for the financing of
educational policy, present in the documents of the Projeto
Multissetorial para o Desenvolvimento
do Paraná, implemented in the state during the management of Carlos Alberto
Richa's governments (2011-2017).
To finance it, the State of Paraná contracted several
loans with the World Bank, which were accompanied by several conditionalities,
be they political, ideological, and/or financial. As such, to study these
conditionalities "[…] is to try to uncover what the intentionalities
behind their financing are." (Camargo, 2018, p. 54).
The total cost of the Projeto Multissetorial para o Desenvolvimento
do Paraná was US$713.24 million. The World Bank was responsible for
financing a portion, corresponding to the value of US$ 350 million, and the
rest of the counterpart would be up to the State (Banco Mundial, 2012).
According to the Manual Operativo de Projeto, the Projeto
Multissetorial para o Desenvolvimento
do Paraná aimed to make access to economic and human development
opportunities fairer and more sustainable, based on a "New Way of
Governing," characterized by results-oriented management. The project was
based on the so-called Abordagem Setorial Ampla (sector-wide
approach), with the involvement of the State Secretariats of Education, Health,
Agriculture, Environment, Finance, Administration, and Social Security and
Planning. According to the first volume of the Manual Operativo
de Projeto:
The proposal of the Project is in line with
the government's strategy for the development of Paraná, which aims to build a
"New Way of Government", aiming at the introduction of management
focused on results. This posture, responsible and innovative, will be built
from the development of management skills, the renewal of working methods and
government structures, in truly new management, focused on effective results.
(Paraná, 2014a, p. 11)
As mentioned earlier, the Projeto
Multissetorial para o Desenvolvimento
do Paraná is articulated with the guidelines and proposals of the World
Bank. It is possible to observe this connection in one of its documents - Um Brasil mais justo, sustentável
e competitivo: estratégia
de assistência ao país 2004 – 2007 (A
fairer, more sustainable, and more competitive Brazil: Country Assistance
Strategy 2004-2007) (Banco Mundial, 2003) -, in which the World Bank defines
elements of the development vision of a fairer, more sustainable, and more
competitive Brazil.
The World Bank (Banco Mundial, 2003) also states that
these three dimensions of the vision for Brazil - fair, sustainable, and
competitive - are related and, therefore, the assistance program of this
international agency is multisectoral in nature. As such, "It emphasizes
combining the activities of a group of sectors to achieve a common goal (for
example, the initiatives in health, water and education to reduce infant
mortality)" (Banco Mundial, 2003, p. 78).
In this direction, to guarantee a strategy that is
structured and adjusted at the state level, the loans directed to the states
have this multi-sectorial character. This is the case, for example, in the
definition of the Projeto Multissetorial para o Desenvolvimento
do Paraná. The actions of this project were organized in two components:
Component 1 - Fair and Environmentally Sustainable Promotion of Economic and
Human Development, which is organized into four subcomponents (1.1 Sustainable
Rural Development; 1.2 Environmental and Risk and Disaster Management; 1.3
Education; and 1.4 Health); and Component 2 - Technical Assistance for More
Efficient and Effective Public Management, which encompasses technical and
financial support actions for the implementation of Component 1 and public
sector management modernization activities, divided, in turn, into eight
subcomponents (2. 1 Fiscal Quality; 2.2 Institutional Modernization; 2.3 More
Efficient Human Resource Management; 2.4 Support to Agriculture with Low
Environmental Impact; 2.5 Support to the Modernization of the Environmental
Management System; 2.6 Support to Natural and Anthropic Risk Management; 2.7
Education; and 2.8 Health).
In this article, we discuss specifically subcomponents
1.3 and 2.7, which deal with education. According to the Manual Operativo de Projeto, the
main actions for these subcomponents focus on the following objectives: a)
improving the quality of education; b) reducing age/grade distortion and
seeking to ensure students' permanence and completion of school years; and c)
improving the school environment.
In the education subcomponent, the Programa
Sistema de Avaliação da Aprendizagem,
one of the Programas de Gastos
Elegíveis (Eligible Expenditure Programs), is
being implemented. It is worth noting that the Programas
de Gastos Elegíveis are
considered budget initiatives in the 2012-2015 Pluriannual Plan and in Law No.
17,012 of December 14, 2011, which estimated the revenue and set the expenses
for the 2012 fiscal year (Paraná, 2011), corresponding to the actions of
Component 1, which aims to foster the economic and social development of the
state of Paraná (Paraná, 2014a). With the Programa
Sistema de Avaliação da Aprendizagem,
the state government seeks to achieve the goals set by the federal government
for the educational field. Thus, it is understood that it is necessary to
measure learning outcomes through a standardized assessment for elementary
school (final years) and high school. The goal is to prepare reports and
publish the results of the evaluations so that schools can make comparisons
with other institutions and plan interventions to support teaching practice, to
improve the quality of education.
Between 1995 and 2002, Secretaria
Estadual de Educação - PR
developed the Evaluation Program of the Paraná Educational System, which was
initially linked to the Projeto Qualidade da Educação Básica - PR, funded by the World Bank, as discussed
earlier. The Programa de Avaliação do Sistema Educacional
do Paraná System should be understood as an educational policy associated
with the federal level, because of the State and Basic Education Reform, which
promoted the culture of large-scale evaluations and resulted in the
implementation of the Sistema de Avaliação
da Educação Básica (System
for Basic Education Evaluation) in 1991. Thus, as occurred in other sectors,
and specifically in education, in line with the strategy of a New Way of
Governing, a results-oriented education proposal was implemented in the schools
of Paraná.
Moreover, it is interesting to note that the Manual
Operativo de Projeto
calls attention to the participation of society in the implementation of the Avaliação da Educação Básica of Paraná. "Therefore, the effective
involvement of collegiate bodies (School Council, Association of Parents,
Teachers, and Staff -APMF, and Student Guild) in the Evaluation Process is
fundamental" (Paraná, 2014b, p. 27).
In this sense, Camargo (2018) points out that:
[…] to speak
of participation of the Associação de Pais, Mestres e Funcionários (Parents, Teachers, and Staff Association),
for example, as appears in the documents of the Multi-sector Project for the
development of Paraná, one should speak of community participation for
improvement in education through productive dialogues. Calling the community to
the school only to present results of external evaluations as guilt, as a
school that is not being able to educate students, is, to say the least,
disrespectful to the school. (Camargo, 2018, p. 98)
The author also states that, in face of this
situation, the autonomy granted to schools, which would be disguised under the
discourse of defense in favor of community participation, translates as a transfer
of responsibilities from the State to the school community, in which "[…]
the school and the professionals who work there are blamed for the failure or
success of the institution." (Camargo, 2018, p. 98).
However, in the World Bank discourse (Banco Mundial, 1999), the
incentive to participate is treated because of the necessary "reinvention
of the State", which must leave aside its centralizing and bureaucratic
aspect:
While the role of the state continues to be
the promotion of basic education for all, it is no longer solely responsible
for the delivery of education itself. Local governments, communities, families,
individuals, and the private sector now share that responsibility. Education
policymakers are redefining the responsibilities of local and central
governments and encouraging the development of new decision-making processes,
such as decentralization, school autonomy, privatization, and community
participation and evaluation of educational institutions. (Banco Mundial, 1999,
p. 33)
Therefore, a
"discursive hegemony" is produced in this context, whose reforms
considered successful, such as those carried out in central countries like the
United States, are disseminated, especially in documents from international
organizations such as the World Bank to the peripheral countries of capitalism,
as an example to be followed (Shiroma et al., 2005).
Another PGE in the Education subcomponent refers to
the Programa de Desenvolvimento
de Professores (Teacher Development Program) – o Programa Formação
em Ação – (Training in
Action Program). "It is understood that the advancement of indicators that
measure the quality of education is directly linked to the effective
appreciation of teachers and education technicians, with the dissemination of
best pedagogical practices" (Paraná, 2014b, p. 39).
The Programa Formação
em Ação consists of
theoretical and practical training for teachers and education technicians,
through workshops, and involves the actions of the Programa
de Desenvolvimento da Educação
(Education Development Program). According to the Manual Operativo
de Projeto (Paraná, 2014b), the five impact
dimensions of this policy are:
Student performance in standardized tests: The goal of the Programa de Desenvolvimento
da Educação is to improve the quality of
education offered by the network. The quality of teaching should be comparable
among teachers and schools; therefore, it should be observed through
standardized tests, such as Prova Brasil
or another to be applied regionally.
- Training of teachers graduating from the
PDE: The
experience of the Programa de Desenvolvimento da Educação
can serve as a stimulus for teachers to continue their training, to create new
projects for implementation in the school where they work. These effects would
be felt after the Programa de Desenvolvimento da Educação,
and could be verified in teachers two years after the end of their training.
- School environment: The impacts of the Programa de Desenvolvimento
da Educação can go beyond those actors directly
involved, that is, the teaching staff and the students. It is expected that its
effects will also be felt in the school environment, in aspects such as
violence at school and relationships between the actors. Such impacts can be
verified using information collected in surveys, such as the School Census and Prova Brasil (Brazil Exam).
- Incentives for participating and
non-participating teachers (Qualification, attendance, and reduction in
absenteeism): It is expected that the possibility and the selection mechanisms for
participation in the Programa de Desenvolvimento da Educação
will induce the network's teachers to improve their continuing education,
attendance and reduce absenteeism. This information can be verified in the
teachers' records in Secretaria Estadual
de Educação Human Resources Department.
- Improvement of the scientific and academic
production of the partner HEIs: It is expected that the integration with the teachers
participating in the Programa de Desenvolvimento da Educação
will both stimulate research and modify topics and approaches taught by the
mentors in their home Higher Education Institutions. The impacts in this axis
can be observed in databases on the scientific production of the Higher
Education Institutions (quantity and quality of faculty publications), and in
the performance results of the Pedagogy, and undergraduate courses in the Exame Nacional de Desempenho
de Estudantes - National Student Performance Exam
-. (Paraná, 2014b, pp. 56-57)
Thus, the Programa
de Desenvolvimento da Educação
is an educational policy inscribed in the Programa
Formação em Ação, whose goal is "[…] to institute a permanent
dynamic of reflection, discussion, and construction of knowledge. (Paraná,
2014b, p. 51), supported by Higher Education Institutions and implemented in
Basic Education schools.
Finally, the Programa
Renova Escola (Renovate School Program),
which aims to improve school facilities, is the third PGE in the education
subcomponent. The Programa Renova
Escola has been structured around three actions: expansion and/or
adaptation of school environments; recovery and repair of school buildings; and
acquisition of school equipment and furniture.
According to the Manual Operativo
de Projeto (Paraná, 2014b, p. 76), "The
adequate physical school environment, represented by the set of physical
facilities and material resources necessary for the proper functioning of the
school, is a facilitator for the learning process and an indicator of quality
in education. Thus, we understand that a school that does not offer adequate
infrastructure has a great chance of presenting unsatisfactory results concerning
learning.
In summary, for the three programs presented, and taking into
consideration that it is the State's responsibility to ensure equity of access
to school and to guarantee the permanence and learning of students, it is
stated that:
The three Education sector programs contribute
to the fulfillment of this commitment. The Sistema de Avaliação
da Aprendizagem (Learning Assessment System Program)
tackles the problem of "insufficient information needed for pedagogical
guidance on student performance". The Formação
em Ação (Training in
Action) program aims at updating and training education professionals. The Programa Renova Escola
(Renovate School Program) aims to improve the school environment with the
maintenance and conservation of school buildings and the provision of equipment
and furniture. (Paraná, 2014b, p. 27)
Thus, to demonstrate the influence of the World Bank
in the State of Paraná, in addition to the contract signed between the IBRD and
the Government of the State of Paraná - Guarantee Contract for the Projeto Qualidade da Educação Básica in Paraná
number 3766/BR, in 1994, in the amount of US$96 million and the Documento de Avaliação
do Projeto do Empréstimo Proposto (Project Evaluation Document of the Proposed
Loan) of US$350 million to the State of Paraná with the guarantee of the
Federative Republic of Brazil of 2012 - it is possible to highlight that, just
as the World Bank recommends that there should be control of results associated
with concepts of quality and evaluation, the actions developed in Paraná,
especially about education, incorporate the same perspective.
We also emphasize that
the influence of international organizations, such as the World Bank, concerning
policies in the peripheral countries of capitalism, is related to the process
defined by Barroso (2005) as transnational regulation. In this same perspective,
Mello (2014), when discussing the role of the World Bank in the dissemination
of transnational policies, stated that:
He was able,
throughout his trajectory, to achieve enough legitimacy that his statistical
data became a reference, and his staff and documents circulated in governments,
non-governmental organizations, universities, and newspapers around the world,
with influence in various areas and themes linked to the development
"umbrella" debate that he helped consolidate. (Mello, 2014, p. 153)
Therefore, it is
possible to state that the transnational regulation of policies can be
exercised through the control of rules placed on financing systems, which
affect, to a certain extent, the implementation of policies, especially in the
field of education. Moreover, transnational regulation can be identified in the
cooperation programs offered by central countries to peripheral countries,
bringing together technicians from different countries to supposedly conduct
investigations to present possible solutions to certain problems. For Barroso
(2006):
These programs
suggest (impose) diagnoses, methodologies, techniques, and solutions (often in
a uniform way) that end up being a kind of "ready-made wardrobe" to
which specialists from different countries resort whenever they are asked (by
national authorities or public opinion) to give their opinion on the most
diverse problems or to present solutions. (Barroso, 2006, p. 45)
Final considerations
Our objective with this article was to present the
influence of the World Bank in relation to the educational policies implemented
in the State of Paraná, such as the Projeto
Qualidade da Educação Básica and the Programs of the education subcomponent
of the Projeto Multissetorial
para o Desenvolvimento do Paraná. Among the three
programs of this project - Sistema de Avaliação da
Aprendizagem, Formação
em Ação e Renova Escola - we emphasize the first one to
demonstrate the influence of the World Bank mainly regarding the role that the
evaluation of the quality of education plays in the continuity of the
educational project of international capital.
It is worth noting that the historical dimension and
the understanding of the social relations established in capitalist society
were considered fundamental theoretical and methodological aspects for the
understanding of educational policies in the State of Paraná with the influence
of the World Bank. In this way, we observe that both the Projeto
Qualidade da Educação Básica - PR and the programs of the Multissetorial
para o Desenvolvimento do Paraná present as their
main objective the improvement of the quality of education offered in the
State, and that the concern lies essentially in the formation of human capital.
Thus, the improvement of school infrastructure, teacher training, and the
supply of inputs, which are inscribed in both projects presented, are related
to the search for better learning indicators supposedly revealed through
large-scale evaluations. These results, in turn, represent for the World Bank
the quality of education and, therefore, the ability of a country to compete
internationally.
It is worth noting that the historical dimension and
the understanding of the social relations established in capitalist society
were considered fundamental theoretical and methodological aspects for the
understanding of educational policies in the State of Paraná with the influence
of the World Bank. In this way, we observe that both the Projeto
Qualidade da Educação Básica - PR and the programs of the Multisectoral
Project for the Development of Paraná present as their main objective the
improvement of the quality of education offered in the State, and that the
concern lies essentially in the formation of human capital. Thus, the
improvement of school infrastructure, teacher training, and the supply of
inputs, which are inscribed in both projects presented, are related to the
search for better learning indicators supposedly revealed through large-scale
evaluations. These results, in turn, represent for the World Bank the quality
of education and, therefore, the ability of a country to compete
internationally.
Another aspect that reveals the influence of the World
Bank in Paraná's educational policy refers to the dissemination of the logic
that transfers to the subjects the responsibility for the school and its
results. This is done under the discourse that constantly encourages the
participation and involvement of the community and those who work in the school
space. Therefore, similarly to the proposals made by the World Bank, the
educational policies presented here demonstrate this convergence, perceived
specifically in the proposal to implement the so-called shared management in
Paraná schools.
Therefore, we observe that the World Bank influence on
the educational policies of the State of Paraná in the managements considered
in this study is manifested mainly from the conception that this organization
has, whose categories, essentially from the business field (efficiency,
effectiveness, quality, competitiveness, evaluation, accountability) are
incorporated by public education in Brazil and Paraná, especially from the
1990s, remaining until today.
Therefore, we emphasize that, more than just financing
projects such as the Projeto Qualidade da Educação Básica - PR and the Projeto
Multissetorial para o Desenvolvimento
do Paraná, the participation of the World Bank affects the principles that
underlie these educational policies. Thus, by incorporating economic criteria
from the business field, their real intentions move towards the development of
international capital and away from what we truly consider to be quality
education.
It should be remembered that:
In the vast majority of times, when one talks
about quality education, one has the immediate assumption (let's leave aside,
for the moment, deeper assumptions) that it implies: an educational policy that
would allow good material conditions (infrastructure, facilities, access to
technologies); sufficient financial resources; good teacher training; good
working conditions for technicians and teachers; valuing the profession with
adequate wages, working hours that include time for study and improvement;
adequate curriculum organization; certain pedagogies; innovative forms of
teaching and evaluation, etc. The good quality of education, in turn, would be
proven by the success in national and international evaluation processes. (Tonet, 2020, pp. 9-10)
The aspects mentioned, which concern the conditions of
infrastructure, training, evaluation, etc., are part of the educational
policies presented here (Projeto Qualidade da Educação Básica and educational programs of the Multissetorial para o Desenvolvimento
do Paraná) and, without a doubt, are fundamental to meet the needs produced
by the conquest of the expansion of education. However, "In itself, an
education with all those requirements can perfectly form for the reproduction
of bourgeois society." (Tonet, 2020, p. 6).
Quality education, in our view, should be understood
from a class perspective. As the dominant hegemony, the education project
disseminated by the World Bank and incorporated to a certain extent by the
State of Paraná, with respect to the rationale and justification that underlie
the adopted educational policies, seeks the conservation of the existing
society. Thus, education, in this context, different from what the documents
intend to demonstrate, assumes the role of training for the reproduction of the
system and not for the overcoming of poverty and social inequalities.
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[i] Master’s in
Education from the Western Paraná State University (Unioeste)
(2021).
[ii] PhD in Education from the State University of Campinas (UNICAMP)
(2006). Teacher at the Western Paraná State University in the Pedagogy Course
and in the Graduate Program in Education.
[3]
SEED-PR - Secretaria da Educação e do Esporte do
Paraná (Secretary of Education and
Sports of Paraná).