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Roma
in the Educational System of Bulgaria - a Problem Analysis
By
Jennifer Tanaka
Editing
and contributions by Christina McDonald
Prepared
by the Institute for Educational Policy, Open Society Institute
- Budapest, May 2000
FOREWORD
This document was originally prepared for the Open Society Foundation
- Sofia, with the assistance of the Institute for Educational
Policy, OSI-Budapest, as a problem analysis upon which the Foundation
could base its strategy in education with particular attention
to equity. The intent was not to focus on international or national
legislation, but to reveal and understand the barriers in the
education system, and society, which hinder Roma children from
having equal access to education. An understanding of these
barriers will ultimately help to design appropriate strategies
to counter them.
The document was presented to the Open Society Foundation -
Sofia's Education Board and Roma Board for review in May 2000.
It was later decided to develop this work further for publication
to a wider audience.
Unlike many reports, this one does not provide recommendations.
The Open Society Institute-Budapest is currently overseeing
a research project on select education programs in the region
of Central-Eastern Europe. The results of this research will
help guide strategic directions in the future for the Soros
Foundations wishing to support equity in education for Roma.
Recommendations to the Open Society Foundation - Sofia, and
to other Soros Foundations, will be made upon completion of
this research.
ACKNOWLEDGMENTS
Jennifer
Tanaka prepared this report for the Institute for Educational
Policy, OSI-Budapest. Contributions and editing by Christina
McDonald, IEP, OSI-Budapest.
IEP
would like to thank the following people for their time, effort
and help in the preparation of this report:
Roma
and non-Roma educators and NGO workers in Bulgaria.
IEP
staff, who acted as internal reviewers
Savelina
Danova and UNICEF - Bulgaria who acted as external reviewers
and whose insight helped refine the material.
Nikolay
Kirilov, who arranged all local meetings during the field research
and provided important background information.
I.
INTRODUCTION
I.1. Note on Methodology and Organization of the Report
In
preparing this report, written information was collected from
various sources, including NGOs, the Internet, governmental
and intergovernmental organizations, and documents which the
author and the IEP already possessed. After extracting the relevant
information, and organizing it into the format of the problem
analysis outline (see annex), a one-week field research to Bulgaria
was arranged, with the assistance of Romani community leader
Nikolay Kirilov from Lom.
Meetings
on current needs with School Directors, teachers, NGO community
workers, local and regional authorities, and visits to schools
and classrooms took place in the counties of Montana (Montana
city and the town of Lom), Vidin (Vidin city), Kurdjali (Kurdjali
city), and Sofia ("Fakulteta" district). Visits to
NGOs working with local Romani communities in the villages of
Valchedram and Biala Slatina were also made, though schools
were not visited as it was a Saturday. For the most part, Romani
neighborhood schools were visited, but some ethnic Bulgarian
and mixed schools were also included for comparative purposes,
while one "special school" in Vidin was also visited.
Upon
returning, the current report was prepared, on the basis of
the first draft and information from the field research. The
report starts with some brief background information on the
present-day situation of schooling and education of Roma, followed
by contextual information on relevant legislation and the education
system in Bulgaria. Next, the profile of schools in terms of
location, ethnic composition and general standards are outlined,
and data on the achievement levels and trends of Roma in the
educational system is presented. Following this, there is a
short section on the discriminatory attitudes, deliberate segregation
and exclusion confronting Roma in education and schooling. Section
III points out some specific issues and needs for improving
the education and schooling Roma, and Section IV outlines the
governmental plans in the field of education and Roma, in the
context of its global policy on Roma. The report ends with a
brief note section on donor programs concerning education and
Roma, the concluding remarks and a data sheet concerning education
and Roma.
Annexed
to the report is a list of Bulgarian organizations, currently
engaged in activities concerning the education and schooling
of Roma, a map showing the religious make-up of selected Romani
communities throughout Bulgaria (Tomova, IMIR, 1995), and the
agenda of the field visit.
I.2. Brief background and History of Roma and the Educational
Process in Bulgaria
As
in other countries, the Roma of Bulgaria are a diverse ethnic
group, with different sub-group dialects of the Romani language,
traditional heritage and degrees of integration and assimilation.
Likewise, general anti-Roma sentiments lead to negative stereotyping
in the mass media, anti-Roma violence, police abuses, and other
forms of discrimination and exclusion in public life. In the
typical Romani neighborhood ("mahala"), situated toward
the outskirts of cities, towns and villages all over the country,
unemployment is extremely high, educational achievement levels
are low, housing conditions are usually inadequate, chronic
health problems exist, public services may not operate regularly,
and the neighborhood schools look more like prisons rather than
a place for personal development.
In
May 1992 a census carried out by the regional offices of the
Ministry of Internal affairs put the total population of Bulgaria
at 8,487,317, out of which 533,466 or 6.45% of the total population
identified themselves as "Tsigani" (Roma). Like other
countries in the region, the official census figure is generally
regarded as well below the actual number of Roma. This is, in
part, due to the negative image of Roma in the country, and
the preference to declare oneself as a member of the majority
population - "Bulgarian", or in this case the Turkish
minority as well. Indeed there are Roma who speak the Turkish
language and identify as Turks, especially in regions with a
high Turkish minority. Relations with other "Roma"
can be strained, including relations amongst students in the
schools with these mixed groups. Leading sociologists and Romani
activists generally estimate the actual Romani population to
be from 700,000 to 800,000, or about 9% of the total population.
The
Roma are dispersed throughout the territory of Bulgaria. A map
of the locations included in a sociological study concerning
Roma in Bulgaria gives a picture of how well dispersed the Roma
are throughout the country. The map also provides a religious
profile of communities, whether Christian, Moslem, or mixed.
(see annex 2) Larger cities such as Sofia, Plovdiv, Burgas,
St. Zagora, Sliven, Yambol, and Lom have the largest and most
densely populated Roma settlments. For the most part, Roma live
in the ghetto sections of these towns.
The
reality of Roma populations in any country is that the diversity
that exists between groups of Roma makes categorizing very difficult.
For the sake of trying to make some understanding, however,
of the Roma populations in Bulgaria, this report will describe
three general categories, though perhaps arbitrary: traditional
Romani families, non-traditional Romani families, and Roma who
are currently falling or have fallen into anomie.
Traditional
Roma families are those who still speak the Romany language,
who have perhaps continued in the age-old occupation historically
associated with their group, and who might still dress according
to their ethnic costume. Non-traditional Roma families are those
who have assimilated more into Bulgarian culture. They may have
shifted their language to Bulgarian (or often times, the older
generation will speak Romanes, and the younger generation the
dominant language. Their clothing does not necesarilly mark
them ethnically. Anomie is a sociological term that is defined
as, "the loss of one's own culture, ethnic characteristics,
and moral principles, without accepting new ones to replace
them" (UNICEF, 1992 in Nunev, 1998: 18). Those Roma groups
who fall into this category are usually the poorest and exist
on the margins of society.
One
can also say that in each of the Roma groups (kaldaras, rudar,
basket-knitters, etc.), however, representatives of the above
three categories can be found. Moreover, these categories also
apply to the majority population.
Some
sociologists have stated that in traditional Roma families,
education does not form a priority in their value system, and
an early abandonment of schooling may, in part, be attributed
to the need to help the family earn income, or to early marriages.
For non-traditional Roma, who constitute a very small proportion
of Roma, education may be expected to have a higher value, as
it does for the majority population (Nunev, 1998: 18).
Those
in the process of anomie, who are also referred to as the most
marginalized, are in a difficult situation, and warrant particular
attention. This group appears to represent a high percentage
of the Roma who either have high absenteeism or do not attend
school at all. This group also has more serious health problems
and lives in extremely impoverished conditions. Based on a 1994
representative study, the percentage of Roma in this category
was estimated to be 15-20%, with variations from one settlement,
region and sub-group to another (Tomova, 1995: 31).
With
respect to education categorisation of Roma may be misleading
because the problem is not with the traditional Roma or with
the Roma who fell in anomie, but with the overwhelming part
of the Roma community (which is neither traditional nor in anomie),
which faces problems in education resulting from poor motivation
and lack of means.
It
should be noted, however, that an oversimplified and over generalized
assessment of the value attributed to education by each of these
groups may produce an irrelevant picture of the Roma vis-à-vis
the educational system.
For
persons who belong to the anomie group, ghetto life and the
effects of past assimilation policies have resulted in creating
persons who typically do not see themselves as equal citizens
or as having equal rights, and where "the abandoned cultural
values may also be accompanied by other problems such as a missing
family member, conflict between generations, lack of family
business income, or divorced parents" (Nunev, 1998: 28).
Other problematic side effects of the socio-economic transition
in Bulgaria may be found amongst these families including "unemployment,
alcoholism, prostitution, drug abuse amongst youth, vagrancy,
theft, beggary, waste food collection, lack of interest in education
as a value" (Nunev, 1998: 28).
The
extreme marginalization of this group, "from nowhere"
or belonging to "no one" was discussed amongst Romani
women in the region, who stressed the particularly vulnerable
situation of women in these conditions (ARW, 1999: 4).
In
Bulgaria in the 1950's a policy of forced settlement of nomadic
and semi-nomadic Roma was accompanied by attempts by the Communist
Party to increase the schooling of Roma. Today the Roma population
is still settled, though some families and persons migrate within
Bulgaria for seasonal labor opportunities.
During
that time, a number of new schools were built in Romani settlements,
and results were generally viewed as having a positive impact
on the literacy of Roma. However, by the mid-1960's and onward,
the quality in these Romani neighborhood schools declined. Many
Roma attended irregularly or dropped out, and a number of schools
adopted an increased focus on vocational skills, replacing courses
such as Bulgarian language, mathematics, foreign languages,
natural sciences, etc. The quality of education in these schools
did not prepare students for advancement on to higher levels
of education (Tomova, 1995, p. 58).
The
legacy of these schools with an emphasis on low level vocational
training still exists today (This is discussed in more detail
later in section II Situation of Roma and Schooling - General
Trends). In 1991, the Bulgarian Ministry of Education and Science
registered 31 such schools with a vocational emphasis, where
some 17,800 students attended. In addition, there were another
77 schools that the former Communist Party labeled as schools
"for children with a lower lifestyle and culture"
(SC, 2000: 61). In 1992, the Ministry of Education declared
that this lower standard curriculum with a vocational emphasis
should be replaced with the national curriculum of normal schools.
However, it is generally agreed that "the educational environment
remained unchanged, and determines the lower quality of education
in these schools today" (SC, 2000: 61).
In
addition to lower level vocational schools, inequity in quality
of education and schooling also exists in the separate Romani
neighborhoods. Separated Roma neighborhoods, and schools within
them, continue to serve as an invisible wall between the Roma
and ethnic Bulgarians. For example, a Romani organization working
in the "Fakulteta" district of Sofia, a neighborhood
that is predominantly Roma, said that few of its 35,000 inhabitants
ever leave the district, and some only as often as 1 or 2 times
per year. Similarly, while in Sofia, the taxi driver was hesitant
to drive researchers to the "Fakulteta" district,
stating that he does not usually go to that area.
I.3.
Profile of the Education System in Bulgaria
I.3.1. Legal Provisions
The
Bulgarian Constitution states that "education for all children
under the age of sixteen is compulsory, as is the right to free
elementary and secondary education" (Art. 53). The basic
issues concerning education in Bulgaria are set out in the Public
Education Act, first adopted in 1991. In 1998, it was stipulated
in the Public Education Act that basic education of 8 years
is the minimum necessary knowledge, and pupils who fail to complete
8 years and are 13 years old should be enrolled in vocational
classes (UNESCO, 2000: Pt. I).
Citizens
are entitled to select the school and type of training according
to their personal preferences and means. The Public Education
Act ensures the conditions and guarantees equal rights for all
children to receive education, and provides possibilities for
their further development and accomplishment of a high level
of knowledge in the system of secondary education.
In
1999, the National Assembly adopted the Level of Education,
General Education Minimum and Curriculum Act (State Gazette,
issue 67 of July 27, 1999). The Act aims to implement a common
minimum of education for all students that shall guarantee the
equivalent of the documents for a completed grade, stage and
degree, as well as possibilities to move from one type of school
to another. Based on this document, two public general education
requirements will be changed: study content and grading system
requirements (UNESC0, 2000: Pt. 1).
The
Bulgarian language, as the official language of the Republic,
will ensure that its
"study and use [of the Bulgarian language] shall be the
right and obligation of every Bulgarian citizen". For pupils
from minority groups and with a mother tongue other than Bulgarian,
conditions for study of their mother tongue, in addition to
Bulgarian, are to be secured in the municipal schools under
the protection and control of the state (Law on Public Education.
Art. 8, par. 1.2). In 1994, the study of the mother tongue became
a "mandatory elective" with a view to include all
stages of education after the respective laws and curricula
have been approved.
While
Romani language has been taught in connection with some NGO
initiatives with local schools, Romani language is not offered
in the universities. There has been some controversy over a
supposed government-formulated need to have a standardized Romani
language before introducing it formally into the educational
system. According to some experts, however, the government never
officially formulated the need for standardization of the Romani
language. Some officials might have referred to the fact that
the Romani language is not standardized simply to give an argument
for their reluctance to introduce/support the study of Romani
language at school. The key issue is certainly not the fact
that the language is not standardized. The government has never
opted for a policy of encouraging the teaching of Romani language
that includes teacher training, development of textbooks, etc.
Currently, efforts toward developing a standardized Romani language
are being made by Romani expert Iossiv Nunev, with initial support
from the Open Society Fund in Bulgaria.
Regarding
minority policies, it should be noted that "No restrictions
or privileges based on race, nationality, gender, ethnic or
social origin, faith and social status are admissible"
(Bulgarian Constitution, Art. 6, par. 2). However, in 1992,
the legal basis for social-based affirmative action was created
with the Constitutional Court's ruling that there may be "certain
socially justified privileges for "groups of citizens"
who are in "an unfavorable social situation" (SC,
2000: 54, 63).
There
is also a National Program for the Education of Adults. This
program's main objective is the formation of a national system
of adult education. The basic goals of the Program include:
adjusting the education for adults to the social and economic
reforms in the country, improving access of adults to various
types of education and training, the elaboration of needed legal
provisions (UNESCO, 2000. Pt. 1).
As
highlighted by the existing problems outlined in this report,
there is a gap between the standards and rights set forth in
existing legislation and the current schooling conditions and
educational opportunities of the majority of Roma pupils in
Bulgaria. In many cases, it may be said that there is a lack
of appropriate mechanisms and institutional arrangements to
implement these provisions, coupled with insufficient political
will and the difficulties relating to the crisis of the Bulgarian
economy.
I.3.2.
Structure of the Educational System in Bulgaria
Pre-school
(Kindergarten) is for children from two to six or seven years
of age. Local governments fund over 95% of kindergartens, though
a private sector is developing. Most Bulgarian families send
their children to Kindergarten (SC, 2000:58). The rate of kindergarten
fees is determined by the local government councils, according
to the Local Taxes and Fees Act, (UNESCO, 2000), where lower-income
families should pay lower fees (SC, 2000:58). One of the reasons
for Roma's low representation in Kindergarten is the need to
pay such fees.
For example, social assistance in the town of Lom is about 30
BGL (or 30 DEM) per month, plus 10 BGL per child. The kindergarten
tax is 13 BGL. For families living on social assistance, this
kindergarten fee would represent almost 33% of their monthly
income.
General
education (basic early primary education, grades 1-4, and pre-secondary
education grades 5-8) begins when a child is six or seven years
and is completed without examinations (SC, 2000:58). In a sociological
survey carried out in 206 compact Romani neighborhoods in towns
and villages, it was concluded that the average age for starting
school is often 8-9 years (Tomova, 1995: 60). School Directors
also mentioned that they have some students in the 1st grade
level who should be in the 4th grade level.
Certificates
for general education are issued based on scores in the subjects
included in the school's plan of study (SC, 2000:58). In regular
primary schools there are no entrance exams. However, in profile-oriented
primary schools, such as those with a foreign language or music
and arts profile, students are required to pass an entrance
exam. Romani representation in these schools is practically
null, as they lack sufficient preparation to pass entrance exams
along with the necessary parent income to cover the costs of
schoolbooks and materials needed for the classes.
Secondary
education is from 9th to 11th, 12th or 13th grade, depending
on the type of school and course programs offered. Minimally,
the 11th grade must be completed for matriculation. Secondary
education diplomas may be obtained at: 1) general comprehensive
education schools, 2) specialized, profile-oriented schools,
and 3) vocational, technical schools.
Comprehensive
secondary schools may range from Grade 9 to Grade 11, 12 or
13, again, depending on the type of school and course programs
offered. The profile-oriented secondary schools are from 9th
to 12th grade. There, one may specialize in natural sciences
and mathematics, the humanities, sports, arts, etc. Schools
with intensive foreign language instruction are from 8th to
12th grade (SC, 2000: 58, UNESCO, 2000, pt. I).
Structural
changes within the secondary school system have influenced the
number of non-specialized secondary schools to greatly decrease,
while the total number of specialized schools has increased
(Savova, 1996).
Secondary
vocational education includes 4-year schools from 9th to 12th
grades; technical schools from 8th to 12th grade with intensive
foreign language studies, and secondary vocational and technical
schools from the 9th to 11th grade (SC, 2000:58). These vocational
schools have a normal matriculation process.
In
the above institutions, a diploma is awarded after passing the
matriculation exams, which entitle the student to continue on
to higher education.
It
should be noted that the vocational schools mentioned in this
section differ from those mentioned earlier. The former can
be found in Romani neighborhoods and replace general courses
with some vocational training with the perspective that the
students will not continue their education. Though theoretically
students should be able to continue after completing such schools,
practically, they have received a lower level of education than
in other schools, which makes it extremely difficult to integrate
upon completion to "normal" schools.
I.3.3. Administrative Structure:
Formal
education is still centralized under the Ministry of Education
and Science. Regional Inspectorates carry out the state management
of education. The country is divided into nine districts, and
28 regional structures operate in the major cities. The Regional
Inspectorates are responsible for permanent inspection of schools
to ensure that state requirements are met, and have the right
to take decisions on a range of issues regarding local specifics
of the region. For the opening, restructuring or closure of
schools, they may make recommendations, though the actual decision
is to be taken by the Minister of Education. The Regional Inspectorates
are directly subordinated to the Ministry of Education, just
as school management bodies are directly subordinated to the
Inspectorates (Savova, 1996 ).
The
municipalities (local governments) are not directly engaged
in the management of the educational system, though they are
responsible for about 50% of the schools budgets (Savova, 1996).
Municipalities are also responsible for controlling compulsory
education, and to prevent non-enrollment and dropouts (UNESCO,
2000: pt. I).
Each
school is represented as a legal entity by a school head (Director),
who is appointed by the Minister of Education on a competitive
basis and is directly subordinated to the Minister. The head
reports on his or her activities to the Teachers' Council, the
School Board, and to the Minister. The Teachers' Council and
School Board are collective managerial bodies of the school.
The Teachers' Council includes all members of the teaching staff,
and its decisions are binding for the school, canceled only
by a qualified majority of the Council itself, or by the Minister
of Education. The School Board is a consultative body, which
includes teachers, parents, pupils and representatives of the
community. It meets to discuss reports, projects and other documents
and makes proposals regarding the development and activities
of the school (Savova, 1996). In some education projects of
NGOs, efforts have been made to involve these school boards,
including the participation of Roma.
Currently,
the reforms in the context of overall decentralization efforts
include plans to further decentralize the system, where greater
authority will be given to the Regional Inspectorates and to
the School Directors.
I.3.4.
Financing
The
financing of schools for children with special education needs
and most vocational schools is carried out from the state budget
by the Ministry of Education,. The rest of the schools are funded
by the local municipality, and form the core of the education
system (Savova, 1996).
The
Ministry of Education is to determine the annual allowance of
every school, according to the state education requirements,
and the level of education, type of school and living conditions
in the region. Therefore, the budget for the whole educational
system and for each school would be determined by multiplying
this figure by the number of students (UNESCO, 2000: pt. I).
However, the UNESCO document, prepared by the National Institute
for Education at the Ministry of Education and Science, notes
that the budget is not yet determined this way, though no other
explanation is given.
Budget
expenses for education are allocated out into items of expenditure.
According to the Budget Law, primary importance is paid to expenditure
on salaries and social security rather than on repairs and new
buildings, canteen overheads, medical insurance, textbooks,
etc. Since 1989 the resources allocated for education have been
chronically short (Savova, 1996). From 1992 to 1997, the share
of the GDP allocated for education dropped from 6,06% to 3,2%,
which according to the National Institute for Education, is
due to the difficulties of the Bulgarian economy (UNESCO, 2000:
Pt. II).
In
the context of overall measures to decentralize the system,
the local municipalities are to retain more of the local taxes
collected with which they would also be expected to cover a
higher percentage of the local school costs. Municipalities
are expected to cover, "health care and security in kindergartens
and schools; funds for support, building, equipment and repair
works of schools and kindergartens; funds for implementation
of state educational requirements . . . as well as funding on
all sections of the curriculum of the municipal kindergartens,
schools and servicing units; conditions for canteens, hostels,
recreation and sports facilities and transportation for children,
pupils and teachers; scholarships and specific aid for pupils"
(UNESCO, 2000: Pt. I) . Furthermore, municipalities are expected
to ensure the compulsory attendance of students to school and
the administration of sanctions if not respected
In
the town of Lom, it was explained that the budget for schools
is comprised of 49% local tax revenues, and 51% from the central
government budget. Of the total 2 million BGL (1 DEM = 1 BGL)
annual budget for all schools in Lom, the government is currently
faced with a 1 million BGL deficit. It has been noted that "decentralization,
whilst it has the advantage of more local, community control,
nevertheless puts extra strain on poor communities who are required
to match or contribute to central funds through local taxation"
(Penn, 1999: 5). Furthermore, those schools with students coming
from working families have managed to attract more resources
through parent contributions and good connections with funders,
and are able to provide extra lessons and support to pupils.
Therefore, "schools are not resourced equally, and non-working
parents would have difficulty meeting fees or providing suitable
school clothing or textbooks and learning materials" (Penn,
1999: 5-6).
In
most of the schools visited, especially Romani neighborhood
schools, little to no funding remained after the payment of
salaries. Therefore, the schools have remained without repairs,
textbooks are scarce and there are insufficient pedagogic materials.
In one Romani neighborhood school, the Director said that they
did not even have money for chalk this year, while no repairs
had been carried out since 1992. These dynamics contribute to
the depressing appearance and the lower quality education provided
for these schools.
The
contrasting appearances of the run-down Romani neighborhood
schools and the Bulgarian schools, especially the "elite"
schools, in the centers of towns raises the question as to how
schools come to have different amounts of resources for such
works? According to one Romani community leader, this is a form
of discrimination. The practice is that the local governments
allocate money for repairs to the schools situated in the center
of town, and by the time they arrive to the Romani neighborhood
schools, typically located toward the outskirts, there are no
more funds.
By
decision of the College of the Ministry of Education and Science,
from the 1999-2000 school year, textbooks will no longer be
provided from the 1st to the 8th grade, free of charge, but
for the 1st grade only. A special library fund is to be established
from the available textbooks, which may be used by poor families,
as determined by the Ministry of Labor and Social Policy (UNESCO,
2000: Pt. I). In the Romani neighborhood schools, a lack of
funding for textbooks was expressed as one extreme difficulty,
contributing to a lower educational standard in these schools.
For
the "elite" foreign language schools, it was explained
that parents have to buy the textbooks, where one of the books
costs about 40 BGL. Without a certain economic standing or special
subsidies, it would not be possible for poor and low-income
families to buy the necessary textbooks and materials to participate
in these schools.
II. SITUATION OF ROMA AND SCHOOLING - General Trends
II.1. Profile of Schools
This
report will refer to four types of schools that can be identified
in Bulgaria. These are not official references, but used for
the purpose of this report: 1) "Romani neighborhood schools"
2) "mixed schools" 3) predominantly "ethnic Bulgarian
schools" 4) "Special school" for children with
special needs.
II.1.1. "Romani Neighborhood School"
A
"Romani neighborhood school" is one that is usually
situated in or near the Romani quarter of cities and towns,
and attended predominantly by Romani students. Romani neighborhood
schools may be general education primary schools (1st to 4th
grade or 1st to 8th grade) and some may be comprehensive schools
(1st to the 11th grade). For the primary and pre-secondary level
schools, the students are to continue their secondary education
in another school, usually located more toward the center of
the town and attended by other non-Romani students from the
respective locality. The general appearance of the Romani neighborhood
school is an old, run-down building, often with barbed wire
on the windows, broken windows, paint pealing off the walls,
and classrooms with little decoration and facilities. Some of
the schools have their toilets located in a small cement structure
away from the main building, which can also be used by other
members of the community. An estimated 70% of the total Roma
population have attended or do attend these "local"
schools.
Teachers
in Romani neighborhood schools are noted to experience higher
levels of distress, and turnovers are high (Tomova, 1995, p.
62). Enthusiasm and motivation is stifled by the high truancy,
lack of parent interest, poor working conditions and low salaries.
Also, "it is an unspoken rule that the least qualified
teachers inevitably get posted to such schools" (Vassileva,
ERRC, 1998).
Emphasis
should be made here that lack of preliminary preparation to
work with minority children and lack of motivation of the teachers
in the Romani schools is due, largely, to widely held negative
prejudices. This, in turn, may largely contribute to the poor
scholastic achievement of the Romani pupils as well as to their
low level of attendance of school.
The
Romani neighborhood schools are general schools, rather than
profile-oriented, and it is not uncommon that these schools
offer a limited curricula, coupled with a focus on vocational
training in the latter years. In reality, this offer inhibits
further continuation of the students' education owing to the
lower level of education received.
Some
Romani parents have expressed an interest in their children
receiving this vocational replacement of normal studies. Some
attribute this desire to chronic economic difficulties and low
self-esteem of parents in the ghettos, but also to manipulation
by the school administration to maintain their teaching staff
(Nunev, 1998: 15). There is no official record of the number
of schools still practicing this policy, inherited from the
former Communist times.
According
to former Romani teacher and current governmental expert, Iossif
Nunev, significant improvements in the education of Roma cannot
take place without breaking the family-neighborhood-school circle
of the Romani ghetto life. This is especially the case for those
families described as having fallen into anomie, living in depressing
and substandard living conditions, and who do not set high and
challenging objectives for themselves. Nunev says, "The
terrible poverty and the anomie of Romani families are real
facts. The circle is closed by the schools for Romani children"
(Nunev, 1998: 29, 22).
A
lack of positive goals, motivation and interest concerning school
can be expected when the children come from families who suffer
chronic food shortages, overcrowded living quarters, streets
filled with trash, and lack of electricity and water supply
(Nunev, 1998: 21). Health problems contributing to irregular
school attendance and abandonment are also a natural consequence
of such living conditions. A number of school Directors and
teachers stated that many of the children are absent owing to
health problems, and they are regularly confronted with children
who openly complain of hunger.
Overall,
many Romani children have a more narrow experience in the context
of the predominantly family focused environment, including a
lack of preparation for mental efforts of schooling. Socialization
therefore is slower and more difficult, especially given that
attitudes for intellectual efforts are not developed in kindergarten
and pre-school, and the schooling experience itself remains
within the Romani neighborhood environment (Nunev, 1998: 21).
At
the same time, it must be recognized that the family ties and
relations are an essential traditional Romani value, with a
historically rooted function in preserving Romani culture and
identify, while compensating for the weakened recognition of
Roma by the state and society (Nunev, 1998: 26).
II.1.2.
"Mixed Schools", Segregated Classes
Roma
can also be found in schools with other ethnic Bulgarians, referred
to in this report as "mixed schools". Mixed schools
can be both primary and pre-secondary/secondary. Such schools
can be found in small villages with fewer schools, and on the
borderline areas between the Roma neighborhood and non-Roma
streets in towns. Mixed schools are mostly general schools,
with better physical conditions than the average Romani neighborhood
school, and with a quality of education that could provide for
continuation onto higher education. This, however, does not
appear to be in the future for most Roma students. In one mixed
school from 1st to 8th grade, Roma comprise about 30% of the
student body. The school Director explained that the Bulgarian
students transfer to high school after the 7th or 8th grade,
while over 90% of the Roma students stay an extra year in order
to receive the 8th grade diploma, as they do not plan to continue
their education.
It
has also been reported that Roma students are segregated into
"Roma classes" within the mixed schools. This can
happen through School Administration decisions, when the number
of students in a particular grade level requires the formation
of another class, and where the Roma students are placed. In
a discussion with a local Romani leader, it was also stated
that the Roma students in the local school are always placed
in the Russian language class, while the Bulgarian students
are placed in the English language class.
As
segregated classes do not officially exist, there is no figure
on the extent of this problem, though recognition of their existence
is made in the context of the governmental policy on Roma (See
section IV).
II.1.3.
"Ethnic Bulgarian Schools"
In
the "ethnic Bulgarian schools", there are usually
no Romani students, or perhaps a few who come from well integrated
families, most likely living outside of the Romani neighborhood.
As noted earlier, there is an increasing trend in the Bulgarian
education system for profile-oriented schools, either beginning
from the primary level or at the pre-secondary level. From outside
ethnic Bulgarian schools appear to be, generally, in better
condition, and the families are expected to provide support
for the specialized textbooks required for the classes. In the
towns visited, there was always one "elite" school,
or the "best" school, usually specialized in foreign
languages. Upon visiting some of these schools it may be said
that, contrary to the Romani neighborhood schools, the buildings
were in good condition, rooms were more spacious, better lit,
plants were abundant, pictures were on the walls, and a lot
of books were on the desks of the students.
II.1.4.
"Special Schools"
The
over-representation of Roma in so-called "special schools"
for children with physical and mental disabilities is a relatively
well-known problem in Bulgaria, though there have been no significant
efforts to halt current practices. For a number of years, it
has been observed that the decrease in state subsidies for school-age
children was accompanied with a rise in the proportion of Romani
children in special schools, where about 1 out of every 3 students
was of Romani origin (Tomova, 1995: 61).
More
recently, the Save the Children draft report notes:
The
majority of children in special schools are from minority origins.
Most are from the Roma and Gypsy communities who have been marginalized,
or who have preferred ethnic identity. . . . There is no precise
data about the number of minority children in special schools
(SC, 2000: 61).
In
1999, it was reported that there are 274 special schools/children's
homes, located both in large towns and some remote country locations.
Though unofficial, Romani representation in these schools is
estimated at 70% (Penn, 1999: 7).
Similarly,
the Regional School Inspector in the northern county of Montana
estimated that more than 60% of the children in the county's
special schools were Romani origin, and from families confronted
with extremely difficult economic situations.
There
are a number of alleged reasons why normal Romani children are
put into schools for the mentally handicapped and for children
with special needs; one is money. In comparing the budgets for
all needs (materials, books, repairs, etc.), excluding teachers'
salaries, a Romani neighborhood school has about 1,000 BGL for
a school of some 650 children, while a special school in the
same town has about 50,000 BGL for some 75 children.
In the context of Bulgaria's current economic difficulties,
the free food and other services provided to students in these
schools may be a motivating factor for some parents. One Director
of a special school also stated that they provide students with
clothing, which they receive from various charities. All special
or auxiliary schools are financed fully by the Ministry of Education,
unlike normal schools that also receive funding from local government
budgets.
Romani
children's insufficient knowledge of the Bulgarian language
may also lead to their transfer to special schools, as suggested
by former Romani school teacher Svetlana Vassileva:
For
a teacher the easiest solution is simply to get rid of such
problem kids. Usually parents are "strongly advised"
to take their child to a "special school" for mentally
retarded children. The teacher's authority plus free lunches
in these establishments push many parents to comply (Vassileva,
ERRC, 1998).
The
official procedures for determining whether a child should be
placed in a special school involves either a committee consisting
of a psychologist, an educator and the child's teacher (appointed
by the regional educational office), or by the issuing of a
medical certificate for the child's psychological status (SC,
2000: 62).
It
is also understood, however, that the exams are not culturally
sensitive, as they take place only in Bulgarian. There are also
no clear criteria for determining the mental health of the child,
and a decision can be made in 2-3 minutes. Finally, the commission
itself is not independent. In the context of the current demographic
trend in Bulgaria, it is clear that a number of schools will
have to be closed, as the school-aged population has decreased
significantly. Therefore, decisions may be influenced by an
interest to keep schools open and maintain jobs.
Local,
regional and central government authorities all recognized that
there are Romani children in these schools who are not mentally
handicapped. However, as no steps have been taken to correct
the situation, there seems to be a lack of real political will
to do anything. One foreseen change, which may have a positive
influence, is the intention to transfer fiscal responsibility
of the schools to the local governments, who may be more set
on reducing spending, and therefore seeing to the closure of
some of the schools.
This
study does not tackle the issue of overrepresentation of Romani
children in Educational Boarding Schools (EBS), another type
of special school, which are under the authority of the Ministry
of Education and Science. In short, the Educational Boarding
Schools are for children with delinquent behavior. Evidence
exists that Romani children are being routed to these schools
in violation of established procedures. While this is not an
educational problem per se, the situation of Romani children
in the EBS is worth studying with a view on the perspectives
for their reintegration into regular schools as well as their
prospects for further education.
It
was thought that an entire study could be dedicated just to
this topic. More information may be obtained through research
conducted by the Bulgarian non-governmental organization, Bulgarian
Helsinki Committee.
II.2. Problems Concerning School Attendance, Continuation and
Overall Achievement Levels
Most
of the information available regarding the educational achievement
of Roma in Bulgaria comes from sociological surveys. For example,
recent figures concerning achievement levels amongst the estimated
800,000 Roma in Bulgaria indicate that some 8% are illiterate;
37% with 4th grade education; 46% with primary education; 8%
with secondary education and less than 1% with university degrees
(CEGA video, 1999).
According
to the results of another study carried out in 137 compact Romani
neighborhoods in 1994, "16% of the adult population is
illiterate; 36% have primary education only; 40% have only elementary
school education, 8.5% have secondary school education and 0.3%
have higher or college education" (Tomova, 1995, p. 60).
However,
in a report commissioned by Cordaid, a program funded by the
Netherlands government MATRA program, Bulgarian NGOs stated
that, "they do not have sufficient or they have incorrect
information about the school population regarding minorities"
(Stichting leerplanontwikkeling- SLO, 2000: 3.4).
II.2.1.
Romani Children Not Attending School
The
Bulgarian Ministry of Education and Science registers that some
60,000 Roma children do not attend school. NGOs estimate that
about 120,000 children do not attend school (CEGA video, 1999).
In
the same representative study undertaken by Tomova, which is
mentioned above, it is stated that, "Out of the 2,047 respondents'
children who are subject to compulsory education about whom
data was collected during this research, only 978 of them, 47.7%
go to school. Over half do not attend school at all."
II.2.2. Low Percentage of Romani Children Attend Kindergarten
Research
indicates that only 12% of 3 to 6-year-old Roma go to kindergarten
(Tomova, 1995: p. 62). Other field visit data correspond. In
a Montana Romani neighborhood, only 20-24 out of an estimated
200 Romani children of kindergarten age currently attend the
local school, partly as there is inadequate space. In Vidin,
about 10% of the 1st graders had attended kindergarten, and
about 20% were currently enrolled in preparatory classes. Teachers
and School Directors stated that for the children who had attended
kindergarten and preparatory classes, there was a higher level
of socialization to schooling, better results in the learning
process (including knowledge of Bulgarian language), and overall
a more sustainable educational start.
II.2.3.
High Drop-out Rate Amongst Romani Students
According
to the Bulgarian Ministry of Education and Science there are
30,000 - 40,000 dropouts each year, most of whom are Roma (SC,
2000: 60). The Ministry of Education, however, has no dropout
policy (Stichting leerplanontwikkeling- SLO, 2000: 3.7).
Some
figures for Romani neighborhood schools include the Fakulteta
district of Sofia, where there are 7 classes for the 1st grade
level, but only 1 class for the 11th grade. In the Romani neighborhood
school of Kurdjali, 73 out of the 610 Roma and Turkish-Romani
students dropped out or had to repeat the same grade last year.
Furthermore, out of 80 students who started, only 40 students
completed the 8th grade in 1999.
In
Romani neighborhood primary schools from the 1st to 4th grade,
the dropout rate in the 5th grade is higher upon the expected
transfer to another school. Likewise, many students drop out
upon transfer from the 8th to the 9th grade, indicating that
the 5th and 9th years are critical transition periods. As in
other countries, 13 to 14 years of age is the average leaving
age from school, especially for girls (Tomova, 1995, p. 60).
Some
Romani families engage in internal seasonal migrations to make
a living. Many, for example, may work as agricultural day laborers.
When they move, they take their children with them, or leave
them with other family members, which can result in withdrawal
from schooling before the end of the school year.
According
to the Law on Education, students who had previously discontinued
their education, but for different reasons would now like to
continue again, have the possibility to attend night classes.
Practically, however, this depends on local factors, such as
financing, organization, and mediation activities between Roma
and local schools and teachers. This reality, in fact, makes
it very difficult for Roma students who have dropped out for
various reasons to continue their education.
II.2.4.
Overall Lower Achievement Levels Among Romani Girls and Women
In
a qualitative study carried out in 8 settlements, it has also
been noted that a higher percentage of Romani women than men
have never been to school or dropped out before completing the
4th grade, with figures at 29% and 11% respectively. Likewise,
overall achievement levels are lower amongst Romani women than
men (World Bank, 2000: 21).
II.3. Discriminatory Attitudes, Deliberate Segregation and Exclusion
The
deep-rooted and widespread negative attitudes toward Roma amongst
the majority society also surface and influence the quality
of education for Romani children. Issues that have been discussed
in this report - the maintenance of lower standard vocational
programs in Romani schools, the transfer of Romani students
to "special schools", the organization of segregated
classes, exclusion from ethnic Bulgarian schools, and teachers'
neglect of hostile and prejudiced behaviors of non-Romani students
toward their Romani classmates - are some of the problems mentioned
in various reports.
In
the governmental Framework document, it is recognized that,
The
old regime system of factual segregation of Roma children in
the so-called "Gypsy schools" with emphasis on workshop
classes has been inherited in the present and we witness a tendency
to form separate segregated classes of Roma children at schools
(Govt. Framework, V.).
Recently,
there have been local decisions to transfer Romani students
from Romani schools in ghettos to mostly ethnic Bulgarian schools.
The decision to do such is a result, mainly, of the typical
run-down conditions of the Romani neighborhood school and the
overall decrease in the number of ethnic Bulgarian children
in ethnic Bulgarian schools. There have been incidents, however,
where these efforts were accompanied by protests from Bulgarian
parents and even withdrawal of their students from the school.
On
the other hand, an important development in the field of education
of Romani children, which has also recently taken place, is
the pilot desegregation project initiated by the Vidin-based
Romani NGO DROM. This project involves busing Romani children
from the school in the Romani neighborhood to the nearby mixed
schools. Currently, the project is only at the beginning of
a long-term process to eventually be taken over by the state.
Exclusion
from higher quality ethnic Bulgarian and mixed schools also
occurs, where school authorities have reportedly denied access
to Romani children, "through unofficial, off-the-record
harassment or discouragement" (Vassileva, ERRC, 1998; OSCE,
1999. 73). In the same report, Vassileva also writes that in
typical classroom settings it was typical for Romani students
to be stigmatized for their behavior by students and teachers.
Likewise,
upon starting in mixed schools, the child's experience of hostile
attitudes, difficulties with lessons and neglect from teachers
can lead to frustration and reduced motivation for continuing
school (Tomova, 1995). In discussions with one School Director
of a Romani neighborhood school in northwest Bulgaria, it was
stated that about 25 children start out in the other mixed schools,
but that about 20 eventually come back to the neighborhood school
due to their negative experience.
The
difficulty of instituting effective educational measures in
a climate of unwillingness, negligence, rejection, and hostility
cannot be underestimated. One must consider the necessity of
mass tolerance education in order to begin to change this climate
over time to one that accepts and respects the Romani population,
their cultural differences and contribution to the social fabric
of Bulgaria.
III. CURRENT NEEDS IN VIEW OF IMPROVING THE EDUCATION AND
SCHOOLING OF ROMA IN BULGARIA
There
are a number of complex, often inter-related reasons why there
are large dropout rates and overall low achievement levels among
Roma in the educational system in Bulgaria. These include: poor
social and economic conditions, discriminatory attitudes and
exclusion of Romani children, insufficient attendance of Roma
in kindergartens, a lack of bilingual teaching methods and materials
to overcome initial language barriers, inadequate pre-service
teacher training, and a lower level quality of education in
Romani neighborhood schools (teachers, materials, general conditions).
III.1.
No Institutionalization of Bilingual Programs
Currently,
dropouts in the 1st grade can, in part, be attributed to the
fact that there are Romani students who start the schooling
process while having too little knowledge of the Bulgarian language.
Research findings indicate that the percentage of all Roma who
speak Romani language at home is about 50%. According to one
study, as few as 14% of Roma speak Bulgarian at home. Of the
remaining 36%, the majority probably speak Turkish language
(Tomova, 1995: 26).
Currently,
no bilingual programs have been introduced on the systemic level
to address this problem. For example, one teacher stated that
she has students who cannot say they are thirsty or have to
go to the bathroom. Naturally, it is not interesting, even frustrating,
for a student to listen to a story in Bulgarian language, when
they only understand maybe 50% of the words (CEGA video, 1999).
Given
the lack of teacher training and bilingual programs and materials,
Bulgarian NGO initiatives include the introduction of Teacher's
Assistants (Romani) in different schools of the region who assist
in the teaching process, providing for translation from Bulgarian
to Romani and vice versa. The Teacher's Assistant is usually
a young Romani woman from the community, who works alongside
a teacher in preparatory classes.
Complementary
programs have developed alongside the Teacher's Assistants initiative,
especially in creating activities to involve parents in the
schooling process. There are instances of parents' committees
being formed, educators speaking with parents about the education
of their children, and the organization of extra-curricular
activities to make the schooling experience more attractive
and interesting for students and parents.
Preparatory
classes should be organized for children who have a poor command
of the Bulgarian language and who have not attended kindergarten.
Actual implementation of such classes, however, falls short
of the current demand (SC, 2000: 54). At the same time, preparatory
classes for children who did not attend kindergarten can only
partially compensate for kindergarten, and does not mean a truly
equal start at an equal age (Nunev, 1998: 21).
It is the responsibility of School Directors to arrange for
preparatory classes that involve teacher's assistants in bilingual
programs. However, though "preparatory classes" may
exist, they often do not include bilingual programs and assistant
teachers.
The Bulgarian Ministry of Education and Science allowed NGOs
to experiment with the project for assistant teachers, but to
say they have "welcomed" the approach would be an
exaggeration. Though there have been rumors that this new post
will be formalized within the educational system, thus far no
concrete decisions have been made to do so. In the past the
Ministry agreed to the implementation of a number of NGO projects
which are a venue for additional financial support for the schools.
However, with the end of the projects, the activities stopped.
III.2.
Unequal Expectations and a Lack of a Support Scheme for Critical
Transition Years
There
are certain critical stages within the schooling process that
begin from kindergarten and end with a higher education. To
begin, kindergarten or pre-school attendance is extremely important
in order to achieve a positive and more sustainable start to
the schooling process.
Given
the high rates of unemployment amongst Roma, and the rising
costs of kindergarten fees, fewer Romani children attend kindergarten
than in previous years. This is a critical period in which the
foundation for the child's future education is laid, though
currently there is no effective social policy to support the
participation of children from low-income families.
It
is also important to note that more and more "top"
schools with a foreign language profile require children to
pass an entrance exam before entering the 1st grade. Moreover,
participation in such schools requires adequate family income
to pay for the costs of the materials. For most Roma, their
access to these schools is limited or blocked by a lack of preparation
for the exams and the financial resources necessary to attend
the school.
Other
critical stages in the schooling process are the transition
from the 4th to the 5th grade, and 8th to 9th grade. In some
cases, this involves a transfer from one school to another (i.e.
the Romani neighborhood school to a mixed school). If the quality
of education is lower in the Romani school, then students will
have difficulties upon transfer, and without extra support and
attention, will most likely result in humiliation, frustration
and eventual withdrawals.
Also,
there are problems of lower expectations toward Romani students,
contributing to the lower quality education and lack of preparation
for continuing on to higher forms. For example, it was mentioned
that the high school for Romani neighborhood pupils in Lom only
has 10 grades, rather than 11 or 12, as required for matriculation.
Supplementary hours held after the regular school hours to provide
for additional work on the day's lesson and preparation for
the following day are also to be dropped in the context of educational
reforms. Teachers and school directors stated that these hours
are necessary for many of the students.
For
higher education, only NGOs with access to mostly external donor
support are able to provide support (both in terms of studies
and financial support) focusing on the transition from the 11th
or 12th grade to the university. An informal network of NGOs
working with Roma in different regions of the country also stressed
that there are insufficient possibilities for scholarships to
support Romani students who are high achievers in education,
but who cannot advance owing to social and economic limitations.
Pre-examination training is planned as part of the project to
be co-funded by the European Commission PHARE program, in support
of implementing some of the provisions of the government's "Framework
Program for the Equal Integration of Roma" adopted in April
1999 (see section IV). At the time of writing this report, the
project was still in the stage of finalizing the Terms of Reference.
However, it may be noted that there is no special scholarship
program, and no provisions for affirmative action-type policies.
III.3.
Insufficient Pre-Service and In-Service Teacher Training, and
Insufficient Presence of Romani Teachers
In
Bulgaria, pre-service teacher training does not provide for
adequate knowledge on the methods for working with minority
children. This is reflected in the entire educational system,
which is "intended for the needs of an ethno-national (one-nation)
state" (SC, 2000:60).
Generally,
pre-service training does not include actual practical work
with Roma and in Romani neighborhood schools. Therefore, teachers
going to work in schools with Romani students are unexposed
and unprepared. They usually have little to no knowledge about
Romani history, culture and language, and have had no education
and training to deal with common anti-Roma attitudes and sentiments.
In
addition, NGOs have reported that many school Directors lack
knowledge about minorities, and do not see minority education
as a responsibility of the school, and therefore fail to develop
proper policies. Accordingly, the main problem is that in-service
university programs do not include courses on the development
of school policy for minority education, and there are too few
opportunities for school directors to attend such courses. Currently,
this gap is filled, in part, by NGO activities (Stichting leerplanontwikkeling-
SLO, 2000: 3.4).
It
may also be mentioned that the teaching profession has come
to have a very low social status in the society at large:
The
low professional self-confidence of the teachers and dissatisfaction
with low pay, in addition to the alienation of all other institutions
to the problems of education, prevent the start of innovations
and negatively affect the whole system (Savova, 1996).
For
the first quarter of 1999, the average gross salary for persons
employed in the educational system was 150.22 BGL (about 151
DEM), while the national average was 187.738 BGL (UNESCO, 2000:
Pt. II).
III.4
Lack of Multi-Cultural Curriculum and Textbooks, Including Romani
Language
Romani
history, culture and literature is still absent from the curricula
used in the Bulgarian education system. As one educator put
it,
The primers, spelling books and text books on literature, history,
etc., do not contain the slightest hint that Roma also live
in this country, and that for centuries have taken part in building
up the material, intellectual and spiritual culture of Bulgaria
(Tomova, 1995 p. 63).
Reportedly,
the current expert groups responsible for the development of
textbooks, and who participate in a tender at the invitation
of the Ministry of Education, lack expertise about minority
education (Stichting leerplanontwikkeling- SLO, 2000: 3.4).
With
regards to minority education in general, the Save the Children
Draft Report points out that,
teachers, and especially their professional organizations (including
the most popular one, the Union of Bulgarian teachers).... have
not developed a clear-cut approach to education of minorities
(SC, 2000: 64-5).
According
to the National Institute for Education of the Ministry of Education
and Science, a kindergarten project for working with "socially
neglected children, mainly of gypsy origin" is implemented
in the country. The stated principal objective is "that
the children learn the Bulgarian language before they enter
school and that they join the traditional culture and value
system" (UNESCO, 2000. Pt. II). Such an attitude and perspective
does not give the impression that the system, as such, is making
efforts toward the respect for cultural differences and multi-cultural
education.
Although
various materials have already been produced by different NGOs,
there is yet no real progress in the institutionalization of
books and manuals that were produced by the Inter-ethnic initiative
for Human Rights, MRG, and the Diversity Foundation. Reasons
given have been a lack of funds. There have been some discussions
amongst NGOs and Romani representatives about whether they should
become part of the general history and literature books or remain
as separate, more colorful and attractive supplements.
Some
of the textbooks and resources produced include:
A
bilingual reading book (Kyuchukov et al., 1993) that functions
as a general text about Romani language, history, and culture,
and which is accompanied by a teacher's instruction manual.
Romani
alphabet (1995) and Romani Reader (1996); the latter introduces
Bulgarian Romani children to the Romani writers of the world.
(Kyuchukov, ERRC, 1998)
Romani
language and Let's Learn Bulgarian, UNICEF project, 1992 - Two
experimental bilingual textbooks.
Roma
Rights and Education, EC PHARE project involving the Inter-ethnic
Initiative for Human Rights. They produced a high-quality set
of teaching materials as supplements to existing textbooks (5
for teachers and 11 for pupils 7 to 18 years old) about the
history and culture of the Romani community. The materials have
been piloted in 35 schools in Bulgaria in partnership with the
Bulgarian Ministry of Education since 1997, but have not been
institutionalized.
Currently,
the same organization is also implementing a project called
"Developing Intercultural Experience", which uses
non-traditional teaching methods to acquaint 7 to 11-year-old
children from different ethnic and religious communities with
each other, including different value systems. Outreach activities
in the form of dialogue clubs with teachers, parents, students,
School Boards, and other social actors and institutions are
also organized, and teachers' aids and training materials are
also being developed. While the Ministry of Education and Science
has provided that these books may be used in different schools,
no financial support has been provided, and there is no mention
of the future institutionalization of these materials (IEI foundation,
on-line).
III.5.
Insufficient Textbooks and General Teaching Materials in Romani
Neighborhood Schools
Also
affecting the quality of education in Romani neighborhood schools
is a lack of general textbooks and materials. School directors,
teachers, and NGO community and school workers mentioned that
children have to share the books that exist. For example, in
one Romani neighborhood school, all the textbooks were kept
in the library. Books were not a part of the classroom learning
process and were accessible to students only when the school
library was open. In addition to the physical lack children
must suffer due to this policy, the intellectual message that
is transmitted regarding education and books is also quite negative.
Photographs
taken in the field comparing a Romani neighborhood school and
an average school with a foreign language profile in the same
town show the marked difference in the physical nature of the
school, in the classroom learning standards, and in the materials
that children had access to.
As
mentioned earlier in the "Financing" section of this
report, beginning from the 1999 school year, textbooks should
be provided for the first grade only. Many teachers and directors
in the Romani neighborhood schools expressed their concern over
how this will affect the students and the learning process,
as it is already difficult.
III.6.
Lack of Extra-Curricular Activities of Romani Students and Meaningful
Involvement of Parents in the Schooling Process
For
some more traditional Romani families, it may be that basic
reading, writing and arithmetic knowledge is seen as adequate,
since the children's active participation in income-generating
activities for the family has a more important role in the family's
survival (Nunev, 1998: 19). In this regard, family seasonal
labor migrations and other family income-generating activities
also motivate school absenteeism.
School
attendance of Romani children from families who have fallen
into anomie, or who are seen as the most marginalized, represents
the worst situation. "For such Romanies, it is normal to
disregard the role of school in children's life" (Nunev,
1998: 19). In discussion with NGOs and School Directors in neighborhoods,
these would seem to represent the most difficult families to
work with, and a large percentage of children who do not start
school at all.
Romani
parents often state that they are not able to provide the necessary
clothes, shoes and school materials for their children Tomova,
1995, p. 60). While this can form part of the barrier, many
agree that this is not the most important factor.
Problems
of low attendance and high drop-out rates amongst Roma, especially
in the Romani neighborhood schools, is a complex and difficult
subject to approach when looking at issues of value sets and
motivation. On the one hand, it cannot be separated from the
deeper psychological and social implications of ghetto life,
different sets of values between some Romani groups, Romani
family priorities in the context of economic difficulties, the
lack of a Romani presence in the current curricula and the rejection
of Roma on the part of some authorities and members of the majority
population. On the other hand, it has been shown that NGOs in
Bulgaria have had positive results in the organization of various
activities that increase the interest of Romani students and
parents by providing an opportunity for them to participate
in a number of activities, which any youth and proud parent
can appreciate.
In
identifying ways to improve school attendance and interest in
school, a number of Bulgarian NGOs have organized extra-school
activities, which had previously not existed, such as sports
clubs, music lessons, dance clubs, drama, computer course, etc.
In many cases, the continued participation in these clubs is
dependent on the students' performance in school, and supplementary
hours are provided to students who fall behind or need extra
tutoring.
At
the same time, local activities have also involved discussions
with parents about their children's schooling, the organization
of parents' committees, and club-related performances for parents.
Some programs also provide food in school and according to discussions
with school directors, attendance greatly increases when provided,
or reduces immediately when stopped. One school director said
that attendance drops by about 50% if they do not provide food.
IV.
CURRENT POLICY FRAMEWORK CONCERNING ROMA AND EDUCATION
IV.1. Governmental Policy on Roma
In
April 1999, the Bulgarian Council of Ministers approved the
FFramework for a Program for Equal Integration of Roma in Bulgarian
Society". The Framework was drafted by the Human Rights
Project (Sofia), together with some 70 Romani NGOs from throughout
Bulgaria, with the support of the Council of Europe.
Stressing
the overall need to eliminate widespread anti-Roma discrimination
and to promote equality of opportunity, the education component
of the Framework Program includes the following points:
-
Desegregation of Romani schools.
Long
term strategy - removal of segregated Roma schools in Roma areas...ensure
free admission of Roma children to so-called "normal"
schools and prevent segregation of Roma children into separate
classes.
The
long term process calls to reorganize/restructure so called
"Gypsy schools".... meanwhile to work on improving
the quality of education/standard of education in these schools.
Steps:
1. Assistance and encouragement of introduction of pre-school/preparatory
classes for Roma children who do not speak Bulgarian.
2. Introduction of integrated general educational curricula
to Roma schools and excluding early/premature vocational training
classes from the curricula.
3. Stimulation of employing teachers with the necessary qualification
and experience and dismissal of teachers with no University
degree or teaching qualifications.
4. Introduction of a new educational entity, the so called "assistant
teachers" from the Roma community who will be helping in
Roma children classes and providing special training for these
assistant teachers. (Note: This provision was not part of the
original Framework. This refers to the Program initiated by
the Human Rights Project, together with Romani NGOs from throughout
Bulgaria)
5. Free access to information and consultations of families
with low income and poor living conditions which should be entitled
to eat free in the school canteens, receive, free of charge,
school books, books and other school aids.
-
Dissolving/Abolishing the existing practice of normal healthy
children of Roma origin to be educated in "special"
auxiliary schools.
-
Counteraction to forms of racism in the classrooms
Roma children are exposed to various forms of bad treatment
and humiliation in schools. Negative attitude of teachers and
schoolmates towards Roma children is also a factor that leads
to the unwillingness of these children to attend classes. The
Ministry of Science and Education must develop educational programs
on ethnic tolerance for teachers. Everyone, teachers, parents
and pupils should receive special training on counteraction
to forms of racism in schools. Racial acts in the classrooms
must be sanctioned.
-
Providing opportunity to study Roma language in school, ....
where Roma language must become an optional school subject on
the general national curriculum.
One
major obstacle in studying Roma language in school is the shortage
of teachers who are capable to simultaneously force and execute
this process. For this reason "Roma language and culture"
should be introduced as a second optional major at universities
for teachers. It should be introduced especially at Sofia University
where not only university students studying to become teachers
but other students whose future work shall involve working within
Roma community can choose to study it as a second major.
-
University education for Roma
...Providing
conditions/possibilities for Roma to be admitted at universities
for example, organizing preparatory courses for Roma candidates,
etc. Roma community must be well informed about the procedures
and requirements for receiving university grants.
[It may be noted that the HRP backed framework called for the
"introduction of preferential admittance (including on
a quota basis in the system of state-sponsored education) of
Roma into Bulgarian universities"]
-
Programs for Roma adults in literacy and qualifications.
-
Roma history and culture must be present in textbooks for primary,
secondary and high school as an intricate part of the general
context of Bulgarian history and culture. (In the component
for the "Protection of the ethnic specification and culture")
Currently,
there are sentiments of frustration among various NGOs about
the pace in which provisions of the Framework program are being
implemented. Last year, 500,000 Euro was approved by the European
Commission PHARE program to support the government project on
"Promoting the Integration of the Roma". The support
is to be directed at educational and urban development activities
along with training of recently appointed Roma civil servants,
all in relation to the Framework program. The Terms of Reference
were being finalized during the field visit in preparation of
this report.
Indeed
the limited resources and the activities planned in the context
of EC PHARE support seem only to scratch the surface of the
problems. For the most part, the draft Terms of Reference for
the educational component include 4 training seminars related
to the introduction of Teacher's Assistants in four pilot regions
of the country, along with working groups to create the job
descriptions and training curricula development. Other activities
include the organization of courses to help prepare Romani students
for higher education, and training for the introduction of the
teachers' guide to Romani culture and history in the 4 pilot
regions. The latter is to build on the previously developed
guides prepared by the Intercultural Initiative for Human Rights
Foundation and Minority Rights Group (with EC PHARE support).
According
to the Save the Children report, "this is a consolidation
of the principle of specialized education for Romani and Gypsy
children instead of general education".... representing
"another attempt by the State to transfer its obligations
to the NGO sector, thus offering only half-measure temporary
solutions" (SC, 2000: 64).
On
the other hand, the Teacher's Assistants provide for an important
figure in the current situation of a lack of bilingual programs
to address the insufficient knowledge of Bulgarian language
amongst some Romani children. However, it is important that
this is seen as a short-term response to the current needs,
and not a long-term solution to the more complex issues resulting
in unequal educational opportunities confronting the majority
of Roma in the country.
V.
DONOR PROGRAMS
Regarding
other donor programs concerning the education of Roma in Bulgaria,
there are not any specific programs or priorities targeting
this area known or discovered in the course of preparing this
report, other than government plans in the context of the EC
PHARE project mentioned above.
The
Open Society Foundation - Sofia has a "Roma Program",
as in other countries, with an average annual program budget
of 200,000 USD. Some of these funds have been provided to support
local educational activities, though priorities have been laid
more on community centers and the provision of support for general
running costs. Some scholarships have also been made available
to Romani students, administered jointly with the scholarship
program of the Foundation.
Romani
and non-Romani NGOs also work or provide(d) support to local
partner organizations for various community development activities,
including education-related initiatives, with the support of
mostly external donors, such as NOVIB - the Netherlands, the
governmental MATRA program, UNESCO, and U.S. private foundations.
One
program called the "Human Rights Program", funded
by the MATRA program of the Netherlands government , and carried
out by CORDAID in the Netherlands and five Human Rights organizations
in Bulgaria includes an educational component. Concerns about
the cooperation with NGOs in the program, and adequate support
from the Ministry of Education and Science in Bulgaria led to
the commissioning of a mission and report "to obtain more
assurance about co-operation of the Bulgarian government with
NGOs in the framework of the MATRA-project A-433/8005 Human
Rights Program".
The
mission took place from 26 February to 7 March 2000. The overall
conclusion was that, "despite the rather passive attitude
of the Ministry of Education and Science regarding minority
education and co-operation with NGOs, we see sufficient reason
to continue this project". The report recommends that the
MOE adopt a more active policy in the field of minority education,
where a 2-3 year work plan may be a good framework. Likewise,
there is a need to "raising awareness of minority conditions
in the Bulgarian minority, the balance between integration and
recognition of the own minority identity and an educational
policy for minorities at risk". Two specific issues stressed
are the development of a policy and practice for mother tongue
education, and steps forward in the desegregation of Roma schools
(Stichting leerplanontwikkeling- SLO, 2000: 5.2).
Support
from the European Commission PHARE program came through a number
of different channels, including some Roma-specific programs,
such as the 1997 regional "Roma Rights and Education"
project, which contributed to the production of Romani history,
literature and culture textbooks.
Also,
the Socrates Program's Comenius Action 2 involves international
projects with activities including: "joint development
and dissemination of pedagogical methods and materials relevant
to the special educational needs of Roma, all measures related
to teacher training as well as the exchange of experience and
discussion of good practice through seminars, conferences and
study visits" (EU Enlargement briefing, 1999 : 9).
One
area, which should be more closely examined, is that of larger-scale
educational programs and their impact or inclusion of Romani
pupils, schools and Romani-related curricula. Here attention
may be drawn to programs mentioned in the UNESCO "Education
for All" 2000 report, prepared by the National Education
Institute of the Ministry of Educational Science. These include:
EC PHARE supported programs initiated in 1994, "Bulgaria
- Educational Sector Reform" for 1 million ECU; "Professional
Education and Training, Reform in Education, Science and Technologies"
for 9 million ECU; "Development, Evaluation and Accreditation
Program" and the "Dropout Pupils", "Management
Education Program" for 1.35 million ECU (UNESCO, 2000.
Pt. II).
There
is also the "School for Everyone" project, which aims
to develop practical models for working with children who have
dropped out of school in different regions of the country, in
view of establishing a policy and the related structures and
mechanisms for dealing with school drop-outs (UNESCO, 2000:
Pt. II).
VI.
CONCLUDING REMARKS
The
cooperation between the Bulgarian government and Romani NGOs
in the context of drafting the "Framework for a Program
for Equal Integration of Roma in Bulgarian Society" was
an important first step in identifying tasks, which would improve
the overall situation of Roma in Bulgaria, including those in
the field of education. However, as in other countries of the
region, the government is now challenged with the task of making
the appropriate legislative, administrative and institutional
changes in view of implementing the respective policies.
While
economic conditions do influence the situation, for example,
in terms of family income, long-term unemployment, public services
and central and local government expenditures, genuine political
will is necessary for the institutionalization of Roma-related
policy provisions, and the mainstreaming of Romani issues into
wider processes of educational system reforms and developments.
Here there is a need to consider both the Romani children already
in school, and those who are not attending at all.
Many
of the problems related above are directly connected to the
conditions and quality of education within the Romani neighborhood
school, which would not be relevant if the Romani children were
attending normal schools with other non-Roma children. This
fact, along with the declining school-age population and the
need to close schools, means that a well-planned, well-communicated
and carefully monitored process of desegregation should take
place. Otherwise, it is difficult to foresee that the current
situation of Roma in the Bulgarian educational system will undergo
significant changes.
The
desegregation process should include preparatory activities
for Romani and non-Romani students and parents, teachers, and
school administration. Roma must be accepted to the schools
by school administration and majority population parents; teachers
need to be more informed about Romani culture, better prepared
to work with Romani students and to address issues of inter-ethnic
classroom relations; and Romani families and students must be
prepared for their engagement with majority people and institutions.
If
Romani schools were immediately closed, and the Roma and ethnic
Bulgarian schools were not prepared to accept the students and
address inter-ethnic relations, the effects could mean even
higher exclusion of Roma from schooling institutions. To the
knowledge of those preparing this report, there are no such
plans by the Ministry of Education to begin a well thought and
prepared process of desegregation in the near future, for example,
through bussing of a limited number of students and corresponding
sensitization activities for different stakeholders.
Romani
culture, history and language should have its place within the
national education curricula, and there should be widespread
access to programs that facilitate and support the participation
of more Roma in higher education, including the preparation
of more Romani teachers.
Certainly,
NGOs in Bulgaria have played a leading role in identifying local
problems and methods for working with Romani students, families
and communities. While such grassroots approaches, especially
those concerning Romani community mobilization, awareness-raising
and self-organization should undoubtedly continue to play an
important role, the situation calls for government-led systemic
changes to provide Roma with equitable educational opportunities.
References
Association
of Roma Women in Romania, Report on the International Conference
"Public Policies and Romani Women in Countries of Central
and Eastern Europe", December 1999.
Census,
The Regional Offices of the Ministry of Internal affairs, May
1992. (5)
CIA
(Central Intelligence Agency), The World Fact Book 1999 -Bulgaria,
http://www.odci.gov/cia/publications/factbook (4)
Cordaid,
"Report on the technical assistance mission to obtain more
assurance about co-operation of the Bulgarian Government with
NGOs in the framework of the MATRA-project A-433/8005 Human
Rights Programme". Final version 07 04 2000.
Council
of Ministers of the Bulgarian Government, "Framework for
a Program for Equal Integration of Romas in Bulgarian Society",
April 1999.
Creating
Effective Grassroots Alternatives Foundation and NOVIB, "Welcome
Pupils or a Gypsy Spring" video, 1999. (3)
EU
Enlargement Briefing, "EU support for Roma communities
in central and eastern Europe", December 1999.
Human
Rights Project, "Program for Equal Participation of Roma
in Public Life", 1999.
Interethnic
Initiative for Human Rights Foundation / online presentation,
2000.
Key
Indicators - Vocational education and training in Central and
Eastern Europe, European Training Foundation, European Communities,
1999 (13)
Kyuchukov,
Khristo "Projects in Romani Education: Bulgaria",
ERRC Roma Rights/Summer 98.
National
Statistical Institute, Bulgaria, Population Account, 1994. www.nsi.bg.
(12)
Nunev
Iossif, "Romany Child and Romany Family Environment",
International Center for Minority Problems and Cultural Interactions.
1998 (unofficial translation from Bulgarian)
OSCE,
"Report on the Situation of Roma and Sinti in the OSCE
Area", 2000.
Penn,
Helen, "Integrated Education in Bulgaria: Situational Analysis",
Commissioned by SCF UK. March 1999. (8)
Save
the Children UK, "Denied a Future? The Right to Education
of Roma, Gypsy, Traveller children in Europe"- Draft, March
2000. (7)
Savova,
Julieta, "The Bulgarian Experience of Reform", European
Journal of Education, March 96, Vol., 31, Issue 1, p. 85.
Trans
Monee database: UNICEF TransMONEE database http://www.unicef-icdc.org/information/databases/download.htm
(1)
Vassileva,
Svetlana "Things a teacher can't forget - Notes by a Romani
teacher in a majority-dominated Bulgarian school", ERRC
Roma Rights/Summer 98.
Tomova
Ilona, "The Gypsies in the transition period", International
Center for Minority Studies and Intercultural Relations, 1995
(10)
Ringold,
Dena., "Roma and the Transition in Central and Eastern
Europe", World Bank, May 2000. (11)
WB
March 2000: The Road to Stability and Prosperity in South Eastern
Europe: A Regional Strategy Paper, World Bank, March 2000. (2)
UNICEF
1998: Education for All?, Regional Monitoring Report No. 5,
UNICEF, 1998 (6)
UNESCO
Education For All 2000 Assessment- Country Report, Bulgaria
- prepared by the National Institute for Education at the Ministry
of Education and Science, at <www2.unesco.org/efa/wef/countryreportsbulgaria.html>
UNESCO
IBE (United Nations Educational, Scientific, and Cultural Organisation
- International Bureau of Education), World Data on Education,
http://unesco.org/education/information (9)
Annex 1: Agenda of the working visit to Bulgaria in preparation
of the report "Roma in the Education System of Bulgaria
- a problem analysis"
12
- 20 April 2000
Jennifer
Tanaka
12
April / Wednesday
-Arrival, and travel to Lom
-informal meeting with the Roma Lom Foundation
13
April / Thursday
-Visit to "elite" Bulgarian school in Lom, observation
of preparatory class of mixed Bulgarian and Roma children. (Also
has teacher's assistant)
-Visit to Roma neighborhood school in Lom "Kliment Ochridski".
Discussion with teacher of preparatory class (All school directors
were at a special training about fund-raising this day)
-Meeting at Montana regional Inspectorate. Discussion with Vice
Inspector, the School Inspector, and the Roma functionary (recently
appointed as part of government program).
-Visit to Roma Neighborhood school of "Georgi Bemkovski",
discussion with headmaster, observation of classes, brief discussion
about issues with teachers and kindergarten.
-Visit to Bulgarian school in Montana. Discussion with headmaster.
Viewing of rooms and Step-by-step classes.
-Meeting at local government of Lom, meeting with functionary
charged with schooling, appointed Roma and the mayor.
-Meeting with Teachers Assistants and teacher in Lom
14 April / Friday
-Visit
to mixed school in Lom. Discussion with headmaster, class visits
-Meeting at regional government of Vidin
-Visit to Roma neighborhood school "Sofroni Wrachanski"
in Vidin, discussion with headmaster and teachers.
-Interview for Roma television in Vidin.
-Visit to special school, discussion with headmaster, visit
to classes.
-Viewing of video - "Welcome Pupils or a Gypsy Spring"
on education and Roma.
15 April / Saturday
-Visit
to Valchedram village. Discussion with local NGO.
-Visit to Biala Slatina. Discussion with newly formed group/NGO
working on schooling of Roma children in the village. Walk through
Roma neighborhood.
17
April / Monday
-Travel
to Kurdjali (large Turkish and Turkish Roma population). Discussion
with local NGO, formed of former School inspector and former
vice-mayor and member of Soros Board.
-Visit to Roma neighborhood school, discussion with headmaster,
visit to teachers and classrooms.
-Visit to "elite" Bulgarian school, brief meeting
with one of the Headmasters.
-Visit to normal Bulgarian school. Discussion with Headmaster,
viewing of classrooms.
-Discussion at another local NGO
18
April / Tuesday
Discussions
with the following NGOs in Sofia:
-CEGA / Creating Effective Grassroots Alternatives;
-Human Rights Project;
-Romani Baxt / Fakulteta school - discussion with headmaster.
-British Council;
-Inter-Ethnic Initiative for Human Rights Foundation;
-Balkan Diversity Foundation and Lili Kovatcheva.
19 April / Wednesday
-Meeting
at OSF with Kristin Razsolkova, Program Director Education and
Culture; and Roma program coordinator
-Meeting at National Council on Ethnic and Demographic Issues.
Discussion with Iossef Nunev, (and Peter Atanasov, Nadejda Anguelska)
-Meeting at Ministry of Education, with Vice Deputy in charge
of all regional Inspectors.
-Meeting with informal network of NGOs from different regions
of Bulgaria, co-operating with CEGA
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