AUGUST 2005 - ISSUE 5 - ISSN 1448 - 632

BEATING THE ODDS!

A THEOLOGICAL TREATISE ABOUT STATE AID AS EVERYONE'S RIGHT TO SCHOOL CHOICE

 

MICHAEL FURTADO

 

ABSTRACT

Large numbers of parents who have no access to current Commonwealth school funding policy to exercise a genuine choice of education for their children are providing crucial leads in the search for more equal and just school choice. Dr Mike Furtado addresses their predicament in this response to Tony Harkness' paper, ‘Authentic and Inclusive Catholic Schools: Some Challenging Contexts', on the funding of Catholic schools, published earlier in this e-journal and accessible on http://dlibrary.acu.edu.au/research/theology/ejournal/Issue3/Harkness.htm 

If you can’t annoy somebody, there’s little point in writing’, Kingsley Amis, Take a Girl Like You, Doubleday, London, 1960, p.24

Mary’s Story

Mary (not her real name), a check-out attendant in the Queensland ‘education city’ of Toowoomba, wanted to enrol her children in a Catholic school. Her account came as no surprise - she and her siblings had attended Catholic schools in an earlier era all their lives – but her partner’s pension in addition to her part-time income could not bridge the gap between funding and fees that Catholic schools have come to rely on since the resolution of the state-aid debate in the 1970s.

Mary approached her parish priest, as her mother had done in previous times when hardship struck, only to be told by him that the school would be unaffordable by her. He stated that while a fee remission was possible in some circumstances, such a thing was purely temporary as the pressures to resource schools could not allow for some to attend free of charge while others paid for them.

Consequently, such a remission depended on the estimation of the school principal, whose responsibility was to assess the potential of needy parents to pay fees in arrears. Where such fees could not be paid and threatened to become a bad debt to the school, there was a possibility of the matter being referred to debt collectors, whose solution was to confiscate domestic assets, such as cars and furniture, that could be sold to clear the same bad debts.

Mary reflected that while she understood the rationale behind such an arrangement, she was not prepared to entertain it because it placed her children and family in the position of being ‘second-class citizens’ at the school, dependent on its benevolence in the short-term and subject to conditions not dissimilar to those ‘deserving poor’ who came under the scrutiny of bailiffs in Dickensian times. Mary also reflected that car and furniture ownership of itself constituted an inadequate measure of wealth and poorly reflected on Catholic education’s capacity to address complex questions of school funding and resourcing.

Mary likened her position to the ‘persistent others’ of the gospel accounts who plainly irritated Jesus and his audience for not fitting within the conventional parameters of their general discourse on power, its use and abuse. She argued that she and her constituency also belonged within the cultural cosmos of Christians and others – ‘a little bit like Aboriginals and homosexuals’, she said – located on the periphery, and therefore deserving of a voice, as the justice narratives show.

Meeting Mary

Not to be deterred, Mary responded to an invitation of mine to be part of a doctoral study (The University of Queensland, 2001) geared to unfurling the labyrinthine knots and other peculiarities that pass for Commonwealth school funding policy, so as to better understand and perhaps eventually overcome the terms of what seemed at the time to be a harsh situation for her and her family, keen on exercising educational choice but without the financial means to do so.

As the months went by Mary introduced me to several of her friends and acquaintances, Catholic and otherwise, many of them in the same predicament. Meanwhile, she observed that up to seventy percent of places in Catholic schools in the Darling Downs region of Queensland, and about thirty-five percent nationally, especially in rural Australia, were ‘taken up’ by non-Catholics.

She noted, in conjunction with my findings that many of this latter cohort in rural Australia, new to accessing Catholic schooling for their children, were ‘white-flight’ refugees and others dissatisfied with the automatic transfer of their children from state primary schools to public secondary schools.

She reflected that several of these new entrants to Catholic schooling regarded Catholic schools and similar low-fee others as being at the more affordable end of the private school market, and that religious factors played almost no part in their decision to enrol their children in a Catholic school.

She showed me survey evidence, commissioned by the Catholic Education Office of the Diocese of Toowoomba, ratifying such a view. She had no objection to the enrolment of non-Catholics in such schools, reasoning that her understanding of Catholic schooling was that it did not equate with ‘schools for Catholics’, and therefore deduced that their capacity to pay fees was the only difference between her and them.

Mary’s persistence is a little bit different from most other’s. When I advertised for participants to my research, I could not have been more blind to the variety of reasons offered by respondents for choice of secondary schools, and especially the residualising effect of current policy on those, Catholic or otherwise, dissatisfied with the absence of secondary school choice for their children, because of their financial circumstances.

This topic, not central to my own broader doctoral research (2001) on the resourcing of Catholic schools - a focus driven by my work over many years into the links between social justice and Catholic schooling - is currently the focus of a major investigation by a social anthropologist, Dr Martin Forsey (i), of the University of Western Australia.

Interpreting Mary’s story: some social policy questions

Not surprisingly, social policy researchers, in relation to the links between school improvement and school funding around the world, are fascinated by the pervasive existence of groups of parents, keen to access what they regard as a parental right to school choice, but without the financial capacity to independently exercise such a right.

Mary’s allusion to gender identity was not after all so far-fetched. Nature, in the particular form of the equilibriating effects of the free market, does not appreciate or find absolute explanations for such groups, but to construct them as anomalous, idiosyncratic and opposed to the increasingly deregulated conditions supporting equal opportunity and access that currently underpin effective social policy is, in the opinion of Mary and some of her cohort, a smokescreen for justifying bad or inefficient and unjust policy and the support of the monopoly power of those, from both the private and public sectors, who exercise undue influence and control, disproportionate to their numbers in a democratic society, over the school funding agenda.

Mary’s judgement makes the current means of apportioning funding policy between government and independent schools a temporary one, and begs the question about the longer term removal of existing protective mechanisms for some funding recipients as people like her search for more equitable directions in school funding policy.

In this regard her theological position could be equated with those, like Clifford Longley (ii), Editor of The Tablet, who see in the advancing free market agenda, an opportunity for Christians to re-evaluate their role in relation to ameliorating the conditions of the poor and deprived in an open market economy.

Why, she enquired, had those responsible for resourcing Catholic schools failed to treat questions of equal educational opportunity and access within the framework of inclusive education policy? After all, no school could afford to enrol a disabled child without reference to appropriate public funding for accessible toilets, ramps, teacher aides and the like. As with disabled and indigenous learners in relation to special needs funding, so also with others without the financial means to pay for a schooling of their choice.

Confronting Mary

The answers to Mary’s question are complex. Firstly, there is the matter of denial as many onlookers are intent on saying there is no problem with implementing sound inclusive practices in non-government schools and thus conspire to keep the topic and its links with school funding off the agenda of social policy discourse.

For instance, when I took up Mary’s case I was asked to reveal who Mary was and when I declined, as per the advice of my university’s ethics committee, who had independently identified and verified her information, she was referred to variously as a  ‘concoction’ or a ‘malcontent’!

Secondly, that there has been some progress in awareness-raising in this important policy area cannot be denied, but clearly, in terms of state-aid continuing to be a vexed question, not enough has been done at a moral and political level to resolve problems of inequitable state-aid distribution in terms of assisting non-government school providers meet inclusion policy requirements.

For example, while the provision of schooling is a states’ right, the Commonwealth’s revenue collection and disbursement powers, as exercised under Section 96 of the Constitution, create a bifurcated and forbidding challenge for those who hanker after a national approach to core social policy with socially just outcomes in health and education.

Thirdly, what has been done has sometimes not simply delayed arriving at a just solution to the problem but has created others of its own. The history of Catholic school funding in Australia has shown it to be startlingly incremental, devoid of long-term re-evaluative strategy and without benefit of a review of the expression of first principles, especially those intertwining the moral, theological and economic domains.

My research investigation and attendant data fell neatly into each one of the above three categories, showing what can be done if there really is a public will to promote a fair and equitable solution to the now firmly re-emerged state-aid debate in Australia.

In regard to the second and third points especially, it became obvious to me from my reading of the literature and interviewing of several persons involved in the state-aid solution of the 1970s that, had the tide of public opinion not turned in such a way as to force the vexed state-aid question onto the social policy agenda, nothing would have been done at the time to resolve it.

From the mid-Sixties Labor politicians opposed to state-aid came to realise that their hitherto anti state-aid attitudes would keep their party out of office in perpetuity and so the healing of rifts was a necessary solution to the eventual and pragmatic transfer of Labor into Federal office in 1972.

In other words, the path to good funding policy was strewn with pitfalls and opportunities, all of them relating to changing agenda and contexts in Australia and globally, some of them evidently extraneous to the day to day issues of running a Catholic school, but inadvertently and sometimes directly influential in funding them!

As a social ethicist I wondered about the role of Catholic Social Teaching and Vatican II in all of this, but Mary’s plight and my respondents’ answers alerted me to the probability that morality had played no role in this arrangement, while pragmatism and the forces of enlightened self-interest had instead triumphed on all sides.

In this connection Professor Ken McKinnon, who chaired the Commonwealth Schools Commission in its early years, showed me evidence that both Prime Minister Whitlam and Education Minister Kym Beazley (Pere) were fully aware of and understood that a time would come when ‘needs-based’ formula funding would eventually lead to the ‘full-funding’ of Catholic and similar schools.

I asked if the ethical, policy and economic implications of such a situation had ever been researched or investigated to which his reply was that they did not need to be since needs-based funding policy did not preclude such an eventuality being reached. Indeed such an offer had been made by the Ryan education ministry during the Hawke prime ministership but had been turned down.

Amazingly, there are some in Catholic Education Offices who seek to rewrite history by casting doubt on this event! Instead they gave me a reply to a question I had not yet asked on Mary’s behalf, indicating their fear of government control and professing to a belief that so long as their claims to state aid were restricted to a proportion less than the cost of administering government schools they were assured of their independence. They called this safeguarding subsidiarity, but I think its potential for exploitation and employment as a political strategy did not deserve this lofty Leonine accolade.

Several pointed to a situation in New Zealand where Catholic schools had been integrated as part of the fully funded provision of a diverse public education system, which did not suit the Australian Catholic state-aid position at the time. I was told that Catholic education in New Zealand had got a ‘bad deal’ and that evidence relating to this had been ‘researched and published in Australia’. I assiduously searched several theological and other compendiums for evidence of assessments of the moral aspects of this position but to no avail.

Taking up Mary’s cause: investigating ‘contexts’

I sought to establish if any published research had been done into the socially just aspects of the New Zealand state-aid settlement but found none, so I obtained research funding to travel to New Zealand to find out what had happened. Extensive interviews conducted with New Zealand Education Ministry as well as Church authorities established that no such research had been done. In investigations undertaken by people professing good will and, moreover, involving Church officialdom, high moral principle and a search for solutions, it was proper that no prisoners be taken and so my findings revealed the following information.

Investigative trips undertaken by various persons from Australia had been made but none had assessed the social, political, economic and moral contexts through which ‘integration’, which has been the New Zealand state-aid solution, had been successfully brokered. Such contexts locate the brokering of state-aid solutions within the changing nature of the New Zealand state and its clear and unambiguous commitment to enhancing deregulation and promoting consumer choice. There is an illuminating, critical and highly scholarly literature, some of it theological, for Catholics yet to come to terms with on this theme.

It made sense therefore for me to regard the essentially Catholic state-aid dispensation of the 1970s as a temporary and pragmatic one because no political solution could pretend to be permanent without regard to similar imperatives sweeping through the Australian body politic and following global trends thereafter. I deduced that the contexts in which the ‘integration’ solution or model had been dismissed were inadequate and restrictive, informing a entelechy that was presumed to be permanent, whereas no context can ever remain preserved in aspic and devoid of cultural influence and momentum without risk of atrophy and stagnation.

As a result of this mistake, perhaps itself a product of theologies driving the National Civic Council and the Democratic Labor Party, both of which controlled the state aid agenda of the Catholic Church at the time, the Commonwealth and the Catholic Church had set in place an arrangement through which the quadrennial apportionment of state-aid budgets proceeded from a position of bargaining about the margins rather than from a commitment to reviewing new policy contexts, reflecting deregulation and impacting on funding for all time.

Meanwhile, the state-aid ‘virus’ had, so to speak, mutated and new policies of funding and school provision were needed to ensure the continued and improved health of the Australian school system. For instance, it became unsustainable to fund Catholic schools at substantial levels of need and not other independent schools. Policy positions based originally on meeting narrow, sectional advantage goals such as healing the rift in the Labor Party and advantaging Catholic schools were clearly inadequate to deal with the global economic reform agenda!

Why Mary’s entitlement is yet to be met

Sadly and unsurprisingly, the fragile and evanescent nature of funding policies of the 1970s, which sought to contain state-aid to independent schools by advantaging mainly the Catholic sector, became an inadequate basis on which to address future fiscal realities and contexts.

Quite simply, pressures to fund other school providers could not be ignored but could not also be adequately addressed given the Catholic refusal to budge from their needs-based and somewhat economically and morally superceded Keynesian wealth-redistributive funding position. This, in turn, has triggered pressures by systemic Anglican schools and others to be treated equivalently.

The resulting policy changes, while honouring some aspects of deregulation, operate within a funding policy context and structure that the original plaintiffs in the state-aid wars, the Catholics, and now several others, have insisted on retaining for themselves, viz. needs-based funding.

Economic deregulation makes nonsense of needs-based funding, according to Mary’s logic, because it debars Catholic schools from exploring opportunities to espouse the gospel value of inclusion, dramatically in contrast to that underpinned by current restrictive mechanisms enforced by public and private schools and funding policy aficionados on policy and its effects on what constitutes a caring and inclusive school.

In a day and age in which deregulation would provide a sound context for honouring parental choice, Mary’s position shows that the restrictive nature of needs based funding is a mistake because it ignores the very real advantages deregulation and its attendant imperative of equal opportunity and access has to offer disenfranchised people like Mary, who are without benefit of choice because they cannot afford to pay school fees.

Mary’s rationale for such a position might appear more Graeco-Roman than Judaeo-Christian in its appeal to democracy and a theology of human rights but I think her theology is less assailable than she imagines: deregulated schools and the free market, according to her, would give all Australians access to a level school playing field, with funding denied to those rejecting such a democratic, common good notion.

Consequently Mary’s case illustrates how the hybridised policy solutions of the Coalition and its predecessors have extended what amounts to aspects of the Catholic schools dispensation to other schools but without insisting on universal common good requirements of those recipients to make their schools available to students who cannot afford them by removing fees.

The reason tendered by the Coalition for not doing this is that needs-based funding policy supposedly rewards schools with inadequate resources and the public mood has evidently shifted to assisting schools that raise a considerable amount of their revenue through fees. Mary regards this as a narrow Calvinistic position, economically viable perhaps but without much other virtue: ‘a preferential option for the rich’, so to speak.

In effect Mary’s predicament is that she falls between two stools, viz. the needs based / ‘charitable’ / Catholic position and the enterprise-rewarding / economistic / Treasury attitude, both of them based on dogmas that do not compare favourably with a contemporary justice / entitlement-based funding rationale.

Thus, parents like Mary cannot hope to avail of school choice in such a scenario, which forces them to patronise a state system that is constructed as deficient in funding policy terms and from which increasingly substantial portions of public revenue are now removed to follow students whose parents can afford to enrol them in independent schools.

How Catholic parents, like Mary, deserve a better deal

There is now a heightened awareness on the part of all parents that they have rights and that such rights when exercised in respect of school choice notionally lead to better schools with improved educational outcomes for all children. However, as my investigation on Mary’s behalf shows, the exercise of such rights is currently only available to those parents with the capacity to pay fees. This is both a political as well as a moral issue.

Where independent schools cater for the needs of those sections of society for whom educational attainment is long overdue, such as Indigenous Australians, my investigations on the basis of Mary’s claims reveal that such cohorts do not have equal rights of access to educational choice but instead must rely on benevolence and charity and therefore on dispensatory arrangements that do not provide pathways towards inclusion within the mainstream culture of Catholic and other independent schools.

Notwithstanding the recent suggestions of Mr Noel Pearson, Professor Marcia Langton and others, there is no evidence that Catholic and other independent schools would be able to cope with enrolments from large numbers of Indigenous students without significant alterations to their funding, their resource base, their curriculum and their culture. In itself, such a proposition poses a huge theological challenge to the inclusiveness of Catholic schools.

Indigenous students, where they seek a Catholic education in large numbers, are consequently catered for in Youth and Community Learning Centres in parts of Queensland and other alternative schooling arrangements, sometimes located alongside or in close proximity to established mainstream Catholic schools but with no connection to them. This highlights the selective and exclusive nature of Catholic schools, despite their protestations to the contrary, according to Mary.

My sleuthing further showed that, notwithstanding the generous and rewarding work that such Centres do, they do not attract mainstream educational funding support, constantly struggle to be cyclically funded from other sources, and offer no possibility of inclusion within mainstream Australian Catholic or any other form of schooling. In other words, they constitute a charitable foundation, unsuited to the modus operandi of Catholic schooling in new contextual times.

Such a modus operandi, demonstrating the replacement of a social policy-literate view by an stop-gap one, committed to band-aiding rather than mainstreaming in this important aspect of Catholic educational provision, opposed to major trends in the development of an inclusive education of the last decade (on grounds of undue hardship), and insufficiently reflective of plural and diverse developments in Australian culture as well as of the important public value in equal opportunity Catholic school provision, is plainly ill-equipped to serve the needs of Catholic parents as well as the polity.

In Australian state-aid terms this means that while people with modest incomes are now more able to exercise school-choice rights for their children, countless others are not able to do so because the logic of the deregulatory process has not been implemented far enough to assist them on account of there being no requirement for recipient schools to lower their fees in proportion to their public funding.

The resulting funding policy hybridisation ensures that only a few pick up the funds the government has to offer and use them to change from the public to the private sector where they perceive that they get a better deal. Whether they will or not is not the point, insists Mary. It’s the policy, according to her, that is ethically as well as economically flawed.

That parents would then have the choice to break the monopoly power of school providers is profoundly morally important for Mary as no one knows better than parents what they want for their children. Equally, that some people like Mary have no choice other than to move from one shop, so to metaphorically speak, to another but within the same monopoly-provider chain, is unsatisfactory and a denial of their entitlement to decide what constitutes a quality education for their children.

What Catholic parents can do to influence funding policy

There are some global precedents in place through which this choice-based entitlement is honoured within a framework of public accountability. In large parts of the OECD, Catholic and other ‘universal-provision’ type schools are fully funded so as to give people like Mary access to school choice without their having to agitate about it as they invariably must do every quadrennium and before elections in Australia.

However I found that in Australia there are still people, ostensibly supportive of free choice, who believe that such an entitlement would only come with strings attached, such as government control of Catholic schools, which can only be off-set by the regrettable resort to payment of ‘top-up’ fees to meet costs. Even Mary could see that this was an excuse because it had little or no understanding of changing contexts in relation to deregulation! ‘It’s that word you said’, she insisted, reducing me to untypically monosyllabic silence!

In my testing of Mary’s claims I also discovered that there were some Catholic schools, who used to state that their forms of means-testing meant that fee-affordability should never be a sole reason for enrolment in Catholic school, now claiming that the enrolment of substantial number of non-Catholics made Catholic schools affordable for Catholics in several parts of Australia. To Mary this was a dishonest use of what I term ‘extrinsic rethink’ to justify an abandonment of capped ‘non-Catholic student enrolment’ policies of yesteryear!

In fact, within the substantial Catholic school sector my research records the facile use of free-market practices in school provision and resourcing, such as the tendency of some order-owned and congregational schools to invest their social and cultural capital to establish their positional advantage over diocesan systemic schools, through increasing enrolments and expanding into middle-schooling, thus making a nonsense of their averred firm collective commitment to the common good of all, and in particular that of neighbouring parish schools.

Worst of all, the slow pace of deregulation ensures that the slight suffered by aspirant parents who genuinely believe that the state school of their preference is the best and who have made considerable sacrifices to travel or shift into its catchment remains manifestly unaddressed because good state schools are often located in suburbs that are outside the reach and affordability of others. Furthermore, living as she must in a low socio-economic location, Mary has no access to such a facility.

In effect, all public education comes to be tarnished with the undeserved and graffiti-daubing brush that the Prime Minister has sometimes employed to deface the reputation of public schools for not teaching ‘values’, instead of investing his energies in the construction of a better and more equitable school funding policy for all Australians, itself the necessary foundation for the critical values transmission that underpins all quality education (Hill, 2004).

In short my findings depressingly show that there’s nothing more distracting than digging deep into the armoury of useless and debunked myths from a classist past to avoid a commitment to exercising good policy sense and just and courageous leadership to address one of Australia’s most suppurating policy sores, viz. a permanent resolution to the state-aid debate, which risks the emergence of a kind of confessional politics that most Catholic theologians would resist as inimical to the alignment of faith and culture.

The use of the policy cycle approach to doing this every four years is a hindrance because it coincides with elections and polarises an issue on which all citizens of goodwill, from all walks of life and at all governmental levels, should otherwise be able to reach agreement. Dr Vince FitzGerald, in his seminal Report to the Victorian Government, ‘Governments Working Together: A Better Future for All Australians’ (2004) has developed a blueprint for how this can be done.

In fact Mary and her confreres were deeply disheartened by what she described as a ‘blatantly partisan’ use in the 2004 Federal election of a joint Anglican-Roman Catholic Episcopal statement from Sydney and Melbourne on school-funding questions, while the Australian Catholic Bishops’ stunning reflection on several other issues facing the electorate was palpable ignored by the media.

A theological context for changing funding policy to include Mary

And yet in many senses the journey towards inclusive and choice-driven school provision cannot be aborted because it is the only way to apply the principles of equality, inclusiveness, liberty and democratic entitlement to the resolution of the historic state-aid debate in new times.

And the way to proceed, as Mary insists, is to bring Catholic systemic schools and similar others into a fully-funded, fee-free, school funding arrangement, available to all parents from all walks of life and to have no truck with current monopoly providers in the public sector who are intractably opposed to state-aid, as well as privileged groups in the private sector who won’t use their funding to make their schools more accessible.

In Mary’s terms, the current partisan battle over state-aid policy between the private and public sectors, with insufficient attention as to how major recipients on both sides plan to use funding to honour the equal entitlement of all Australians to an inclusive education of their choice, is a scandal, restrictive of the entitlements of all Australians, and a social injustice crying out to be redressed.

Seen in this light, the continued struggle for good funding policy for her is a matter of social justice, and, as Mary’s illustrious namesake tellingly prophesied, for such a justice vision to be realised, ‘the mighty will be toppled from their thrones, the lowly exalted, the hungry filled with good things, and the rich sent away empty-handed’!

Notes:

(i)   Martin Forsey’s research attempts to test assumptions underpinning changes in school funding policy by deconstructing parental reasons for school choice. In the ABC Radio National Life Matters Program called 'Changing School Systems' Dr Forsey and a parent of children at Catholic schools was interviewed by the program producer, Julie McCrossin, Wednesday, March 16, 2005

(ii)    Clifford Longley is the principal author of ‘Prosperity With A Purpose: Christians and the Ethics of Affluence’, produced by Christian Churches Together in Britain and Ireland, and in connection with which he was interviewed by Noel Debien of ABC Radio National’s Religion Report, March 16, 2005

References: 

FitzGerald, V. Governments Working Together: A Better Future for All Australians, Report to the Premier and Cabinet of the State of Victoria, The Allen Consulting Group, McLaren Press, Abbotsford, 2004.

Furtado, M. Funding Australian Catholic Schools for the Common Good in New Times: Policy Contexts, Policy Participants and Theoretical Perspectives, Unpublished PhD Thesis, University of Queensland, St Lucia, 2001.

Hill, B. Keynote Address: www.curriculum.edu.au/values/news2004.htm, National Values Education Forum, Melbourne, April 28, 2004.

  

furtadoml@yahoo.com.au

 

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