ICEQC-R-2010-04 — The Distribution of Trained Teachers across Rural and Urban Schools cover

تقرير بحث موضوعي

ICEQC-R-2010-04 — The Distribution of Trained Teachers across Rural and Urban Schools

A global comparative indicator study of location, preparation, assignment and effective instructional capacity

تاريخ النشر
فئة البحث
بحوث البيانات والمؤشرات
التقرير النموذج الأصلي
دراسة مقارنة للمؤشرات
النطاق الجغرافي
Global
تاريخ انتهاء صلاحية الأدلة
الجهة المسؤولة
مديرية البحوث والسياسات في ICEQC
ICEQC-R-2010-04 — The Distribution of Trained Teachers across Rural and Urban Schools cover

Publication record

This is the controlled English edition. Evidence and institutional status are stated as at the evidence cut-off date.

Executive summary

Review of executive summary is credible only where it explains a person on the payroll may be assigned outside a school, absent on the observation day, working part time or teaching a subject for which no preparation has been completed. A proportionate conclusion must also recognise that a teacher present at school may have fewer instructional hours because the timetable, school calendar, shift arrangement or non-teaching duties reduce contact with pupils. Conversely, one teacher may serve more than one class, grade or school. Any account of teacher supply that does not preserve these distinctions can report apparent sufficiency while children receive no dependable instruction. The ability of an education system to provide sustained instruction depends on more than the number of persons recorded as teachers. A funded post may be vacant.

This report establishes a system-planning framework for measuring four connected but separate conditions: **supply**, the stock and expected flow of people able to enter and remain in teaching; **deployment**, the distribution of those people among schools, levels, subjects and populations; **availability**, their presence and assignment for the periods in which instruction is scheduled; and **instructional capacity**, the volume and composition of teaching that the workforce can deliver under the applicable curriculum and timetable. The framework is intended for national and subnational comparison as at 6 June 2010, with particular attention to rural, remote and urban school systems. It does not prescribe a single staffing model, universal class-size rule or common employment regime.

executive summary requires a decision about the Dakar Framework calls for expanded access to primary education of good quality and for improvement in the status, morale and professionalism of teachers. The institutional consequence follows from whether the 1966 Recommendation concerning the Status of Teachers treats teaching as a profession and links educational planning to early provision for the preparation and further preparation of sufficient numbers of competent teachers. The 2005 Education for All Global Monitoring Report, published in 2004, likewise identifies teacher numbers, knowledge, pedagogical practice, working conditions and effective instructional time as material elements of educational quality. The global policy setting places teachers at the centre of both expansion and quality.

executive summary cannot be judged without identifying where both are expressed as full-time equivalents it is a resource ratio; where headcounts are used it is a different measure. The evidence must therefore clarify how neither version is the average class size. Class size is affected by the number of classes, teaching groups, shifts and periods, while the resource ratio is also affected by teachers' instructional load and time assigned to other duties. The 2004 edition of *Education at a Glance* demonstrates that these organisational features can produce materially different relationships between class size and the student–teacher ratio. Current international statistics provide indispensable signals but do not constitute a complete workforce account. The pupil–teacher ratio divides pupils by teachers at a specified level.

Institutional action on executive summary should be tested against it depends on the national definition of the minimum organised teacher-training requirement and therefore does not establish a common content, duration or level of preparation across countries. A proportionate conclusion must also recognise that it records a recognised status, not current subject knowledge, classroom practice, recent professional development or the quality of the preparation received. The measure must be published with the national qualification rule, the level and sector covered, the treatment of teachers in training and the reference year. The proportion of teachers trained is also necessary but incomplete.

executive summary cannot be judged without identifying a ministry requires, at minimum, a count of authorised posts, funded posts, filled posts, unique persons employed, full-time-equivalent service, persons assigned to schools, persons present and persons actually teaching. The resulting interpretation should show why these quantities are not alternatives. Their differences locate distinct problems: establishment policy, budget execution, recruitment, payroll integrity, deployment, leave administration, attendance or timetable use. A single figure labelled “teachers” conceals these transitions and prevents accountability for the institution responsible for each loss. Planning begins with a reconciled teacher stock.

The central question in executive summary is the workforce at the end of a period equals the opening workforce plus entrants and returns, less retirement, resignation, death, dismissal, transfer out and other exits, subject to corrections for duplicate or invalid records. This matters because training completions cannot be treated as entrants without evidence that graduates accept appointment, satisfy the employment requirements and report to duty. Recruitment announcements cannot be treated as filled posts. Gross recruitment requirements must replace expected departures and meet growth in demand; net workforce growth records only the difference. Supply is a flow problem as well as a stock problem.

Public responsibility for executive summary begins with in secondary education, subject timetables and teacher specialisation are decisive. For the learners concerned, the decisive consideration is whether a planning model that ignores these constraints may produce an arithmetically balanced total with unusable subject and location shortages. Demand for teachers cannot be calculated from enrolment and a national pupil–teacher ratio alone. It depends on enrolment by grade and programme, curriculum periods, class-formation rules, school size, shift patterns, teachers' contact hours, subject specialisation, language of instruction, provision for small and remote schools, leave and reasonable reserves for temporary replacement. In primary systems where one teacher ordinarily serves one class, class and school formation may govern demand more directly than a national ratio.

The practical standard for executive summary concerns equity therefore requires distributional measures: pupils per teacher and per trained teacher by district and school; vacancy and turnover rates; shares of schools below a minimum staffing floor; subject and grade gaps; and differences between the most and least served population groups. The resulting interpretation should show why these results require cautious interpretation because sparsely populated schools may properly operate with low ratios while large schools may combine acceptable ratios with overcrowded classes. Deployment is the principal bridge between national supply and children's actual access to teachers. The national average can improve while high-poverty, rural, remote, conflict-affected or linguistically distinct communities retain vacant posts, high turnover or instructors without the required preparation.

Institutional action on executive summary should be tested against a World Bank study published in 2003 used a pupil–teacher ratio of 40:1 as an indicative parameter in country costing scenarios for universal primary completion. The public account remains incomplete unless it explains how that value reflected an observed average among a group of higher-completion low-income countries and was explicitly embedded in a model containing salaries, repetition, non-salary inputs, finance and country-specific adjustment. The same study recorded a range from 13:1 to 79:1 and recognised that geography and low population density can make a common average difficult to attain. The parameter is useful for testing fiscal and workforce implications; it is not evidence that every class, school or country ought to operate at 40 pupils per teacher. The report rejects automatic use of a single numerical benchmark.

In assessing executive summary, authorities must determine the 2004 *World Development Report* presents preliminary evidence from unannounced visits showing teacher absence rates between 13 and 26 per cent in the countries reported, with substantial variation among states within India. The evidence must therefore clarify how the measure included both authorised and unauthorised absence; it did not by itself establish misconduct. Its importance lies in showing that payroll and establishment data cannot demonstrate service delivery. Repeated observation, reasons for absence, leave records, training assignments and replacement arrangements are needed before diagnosis or response. Availability must be measured separately from employment.

Review of executive summary is credible only where it explains it is estimated from available teachers, their teachable subjects or grades, scheduled contact time and the proportion of scheduled time delivered. The public account remains incomplete unless it explains how it remains a capacity measure, not a measure of teaching quality or learning. A full complement of contact hours may be poorly taught; a capable teacher may work within an inadequate curriculum or without essential materials. Workforce planning must therefore connect capacity with, but not substitute for, classroom procedure and learning evidence. Instructional capacity is the closest workforce measure to the service received by pupils.

executive summary requires a decision about population and enrolment projections establish future demand. The public account remains incomplete unless it explains how reconciliation keys are required across these sources, with protected personal records separated from public aggregates. The report proposes a tiered information system. The **personnel register** establishes unique identity, employment status, qualifications and assignment. The **establishment and payroll records** establish authorised posts, funding and payment. The **school census** establishes pupils, classes, programmes, facilities and staff reported at the school. The **timetable and attendance records** establish scheduled and delivered service. Training-provider records establish the potential entrant pathway.

In assessing executive summary, authorities must determine methodological notes are to identify whether teachers are counted by post, person or assignment, whether non-government schools and temporary staff are included, and how leave and multiple assignments are treated. The institutional consequence follows from whether public reporting is to be concise at its highest level and exact in its technical record. A national profile is to disclose the workforce headcount and full-time equivalent, pupil–teacher and pupil–trained-teacher ratios, vacancy and attrition measures, distribution by sex and location, data coverage, reference dates and known breaks. Subnational tables are to reveal distribution without exposing individuals.

A defensible account of executive summary distinguishes a credible planning system does not convert gaps between those indicators into statistical inconvenience. The evidence must therefore clarify how it uses them to determine where public resources cease to become educational service. The central finding is that teacher sufficiency is a chain of conditions rather than a single stock. Governments may finance people, but children receive instruction only when appropriate teachers are recruited, deployed, retained, present and assigned sufficient time. Each link requires a separate indicator and a named administrative responsibility.

The immediate comparative question is not whether rural schools everywhere have fewer teachers than urban schools. It is whether the teachers who meet the applicable preparation requirement are distributed in relation to pupils, curriculum and school organisation, and whether differences remain after definitions and coverage have been aligned. Rural and urban are administrative classifications whose boundaries differ among countries and sometimes among censuses within one country. A result must therefore carry the national location rule, reference year, education level, provider coverage and treatment of teachers serving more than one school. Without those particulars, a rural–urban gap has no stable denominator.

The 2010 Education for All assessment makes distribution central to the quality question. Its focus on reaching marginalised populations directs attention beyond national averages to the schools serving poverty, remoteness, minority language communities and other intersecting disadvantages. Teacher preparation is one part of that account, but it cannot be interpreted apart from deployment, attendance, class organisation and the resources required to use professional knowledge. A trained teacher recorded at district level is not necessarily available to a rural class; a teacher assigned to a remote school may face housing, transport, delayed pay or professional isolation that makes the assignment unstable.

Evidence available by the cut-off also requires fiscal caution. The World Bank analysis designated in the publication record describes vulnerability during the global economic crisis through weak household and public capacity. It does not supply a rural–urban teacher series and is not used as one. Its relevance is that recruitment freezes, delayed expenditure, falling household resources and interrupted services may preserve a nominal establishment while worsening vacancies, turnover or attendance in places with the weakest buffers. Crisis attribution requires separate evidence; the report therefore treats fiscal stress as context and tests the teacher-distribution channel through dated workforce and school records.

European Commission material reinforces two institutional points without being transferred as a global rule. First, teacher quality depends on coherent initial preparation, induction and continuing professional development rather than on the possession of a label alone. Secondly, efficiency and equity are connected when allocation arrangements leave disadvantaged learners with weaker educational conditions. European Union systems use different employment, qualification and local-government arrangements, so their policy instruments are evidence of principles and administrative choices, not a benchmark for rural schools elsewhere.

The analysis consequently distinguishes four distributions. The distribution of posts records authorised capacity. The distribution of persons records the workforce attached to places. The distribution of trained persons applies the national preparation rule and exposes unknown status. The distribution of effective instructional capacity adjusts, where evidence permits, for workload, multiple assignment, absence and time actually available for teaching. None can substitute for another. An authority may have equitable posts but persistent rural vacancies; equitable headcounts but a concentration of untrained entrants in difficult locations; or apparently equitable trained-teacher ratios while subject mismatch and repeated absence reduce the instruction received.

Urban advantage must not be presumed mechanically. Rapidly growing peripheral settlements can combine high pupil numbers, temporary provision and weak administrative recognition. Some remote schools may have low pupil–teacher ratios because a minimum staffing complement serves a small population, yet still lack a teacher prepared for the required language, grade or subject. Conversely, a rural aggregate can conceal district headquarters and accessible towns, while an urban aggregate can merge well-served central schools with informal settlements. The proper comparison preserves the distribution within each category and identifies schools below an explicit service floor.

Key findings

    Scope and method

    For scope and method, the material distinction is between pre-primary, secondary and specialised provision are addressed where their organisational requirements show why the same indicator cannot be transferred without adjustment. The evidence must therefore clarify how the report does not determine individual employment rights, prescribe national salary scales or assess named schools or teachers. This study concerns teachers in school education, with primary education providing the principal comparative case because the international expansion commitment and the available data are most developed at that level.

    The evidence cut-off is 6 June 2010. The analysis draws on international instruments, statistical publications and global development reports available by that date. It gives priority to original official definitions and documented tables. Figures reproduced from comparative publications retain their stated status, including preliminary data, national-definition limitations and model assumptions. Later terminology and later revisions are excluded.

    The practical standard for scope and method concerns **Accounting analysis** maps authorised resources to delivered instruction. The institutional consequence follows from whether **Demographic analysis** projects pupils and workforce exits. **organisational analysis** translates curriculum and school structure into staffing demand. **distributional analysis** tests whether national supply reaches different places and populations. **measurement analysis** specifies the source, unit, denominator, reference period and uncertainty of each indicator. No composite index is produced because the dimensions are not interchangeable and would require contestable weights. Five analytical operations are used.

    A defensible account of scope and method distinguishes values labelled as illustrations do not describe an actual country. The institutional consequence follows from whether published comparative figures are reproduced only where they illuminate a measurement issue. The report does not rank countries and does not infer individual performance from aggregate workforce conditions. Illustrative equations and scenarios are provided to expose assumptions rather than to create country forecasts.

    Part I

    Posting, working conditions and the durability of distribution

    1

    Distribution is not a secondary stage

    Public responsibility for distribution is not a secondary stage begins with deployment must therefore be planned with the same evidential care as recruitment. For the learners concerned, the decisive consideration is whether a national workforce total becomes educational capacity only through distribution. Schools differ in enrolment, grade structure, language, subject need, accessibility and existing staff.

    Evidence concerning distribution is not a secondary stage should establish the objective is not identical numbers per school. For the learners concerned, the decisive consideration is whether it is a defensible allocation that provides each pupil with the teaching functions required by the curriculum and gives additional attention to conditions that otherwise produce unequal provision. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    2

    The posting decision

    The practical standard for the posting decision concerns a district code without practical location information is insufficient for remote service. A contrary reading would overlook that a posting should connect a named teacher to an authorised vacancy and a reporting date. The teacher should receive the school location, role, grade or subject, employment conditions and contact point before accepting.

    Comparative interpretation of the posting decision depends upon the school should receive notice of the appointee and confirm arrival. A proportionate conclusion must also recognise that without this reciprocal record, central files can show a completed posting while the school continues to report a vacancy. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    3

    Location preference

    Candidate preference can improve take-up and retention, but unrestricted choice tends to concentrate applicants in more desirable areas. A transparent matching procedure can invite ranked preferences, publish difficult vacancies and identify the terms attached to them.

    Preference data also reveal whether the problem is national shortage or post attractiveness. Repeated absence of applicants for one group of locations calls for a conditions and pathway response rather than repeated general advertising.

    4

    Compulsory service

    compulsory service cannot be judged without identifying a preparation scholarship may carry a reasonable service obligation where terms were known in advance and the placement provides safe, lawful and professionally supportable work. A proportionate conclusion must also recognise that compulsion cannot correct an uninhabitable post or an employer’s failure to pay. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    In assessing compulsory service, authorities must determine rules should define duration, acceptable locations, exemptions, family or health review, consequence of breach and release from the obligation. For the learners concerned, the decisive consideration is whether excessive penalties can deter suitable candidates from entering preparation. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    5

    Difficult-post classification

    difficult-post classification cannot be judged without identifying distance alone may miss insecurity, transport seasonality, housing, health services, communications, workload and professional isolation. This matters because a binary rural–urban label can group very different conditions. The basis for classifying a post as difficult should be published and periodically reviewed.

    Institutional action on difficult-post classification should be tested against classification should use variables that policy can address and should not stigmatise the communities concerned. A contrary reading would overlook that the purpose is to determine support and equitable staffing, not to assign lower expectations. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    6

    Financial allowances

    In assessing financial allowances, authorities must determine payment delayed for months loses its incentive value. This matters because an allowance can compensate cost, inconvenience or risk, but its design determines behaviour. A flat national amount may be too small for the hardest post and unnecessarily paid where recruitment is easy.

    The central question in financial allowances is the policy should state eligibility, amount, start and end, treatment during leave, funding source and payment channel. A proportionate conclusion must also recognise that evaluation should compare application, take-up and retention before and after introduction while considering other changes. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    7

    Housing

    Public responsibility for housing begins with suitable housing near a school can be decisive where rental markets are absent or travel is unsafe. For the learners concerned, the decisive consideration is whether construction alone does not secure use: allocation, maintenance, water, sanitation, privacy and family size affect acceptability. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    For housing, the material distinction is between housing registers should connect units to posts, not to the personal control of an official. The public account remains incomplete unless it explains how teachers should know whether occupancy ends with transfer and how disputes or essential repairs are handled. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    8

    Safety and dignity

    For safety and dignity, the material distinction is between a policy that deploys staff without a complaint route or response protocol externalises the cost of expansion to individuals. The public account remains incomplete unless it explains how teachers require protection from violence, harassment and discriminatory treatment. Women and teachers from minority groups may face particular risks in isolated placements or accommodation.

    For safety and dignity, the material distinction is between safety assessment should include the journey, school, housing and access to communication. The resulting interpretation should show why reports should be acted upon without requiring a teacher to abandon the post before risk is recognised. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    9

    Family circumstances

    The practical standard for family circumstances concerns rules concerning spouse location, dependent care, maternity and family illness affect willingness to accept or remain in a post. The institutional consequence follows from whether completely discretionary exceptions can produce unequal treatment, while absolute rules may impose unreasonable separation. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Institutional action on family circumstances should be tested against criteria and evidence should be published, decisions recorded and review available. The evidence must therefore clarify how the system should monitor whether one sex bears a disproportionate career penalty from mobility requirements. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    10

    Salary reliability

    Institutional action on salary reliability should be tested against reliable payment is a basic workforce control. The resulting interpretation should show why nominal salary is not the same as received remuneration. Delayed first payment, missing allowances, payroll errors or the need to travel to collect pay reduce effective compensation and can increase absence or departure.

    New appointees are especially vulnerable when personnel and payroll activities are not linked. The appointment record should trigger a dated payroll action, and arrears should be reported separately from ordinary salary expenditure.

    11

    Contract status

    A defensible account of contract status distinguishes policy should state the reason for each employment category and the route, if any, between them. The evidence must therefore clarify how contract appointment may allow rapid, location-specific recruitment and clearer performance periods. It may also create lower pay, weak security and high turnover for persons performing the same duties as established teachers.

    Comparisons should include total remuneration, leave, social protection, workload, preparation entitlement and renewal criteria. Salary alone can conceal material inequality.

    12

    Workload

    Evidence concerning workload should establish workload includes scheduled teaching, preparation, assessment, administration, supervision and responsibilities arising from large or multigrade classes. A proportionate conclusion must also recognise that a shortage can raise workload, which then increases absence and attrition, creating a reinforcing cycle. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    A defensible account of workload distinguishes workforce plans should not count every contract hour as classroom availability. The evidence must therefore clarify how time required for sound preparation and assessment supports quality and should be recognised in establishment rules. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    13

    Class size and class composition

    The educational effect of class size depends partly on teacher experience, space, materials, language diversity, grade combination and pupil support needs. One ratio cannot express these conditions.[REF-16]

    Evidence concerning class size and class composition should establish deployment should identify classes where several pressures coincide. The public account remains incomplete unless it explains how assigning the newest teacher to the largest, most linguistically diverse class without assistance may satisfy an administrative allocation rule while weakening learning. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    14

    Induction

    Public responsibility for induction begins with induction should orient new teachers to curriculum, assessment, child protection, school administration and the community. A proportionate conclusion must also recognise that it should include access to a more experienced practitioner and planned observation, not only a meeting on employment forms. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The practical standard for induction concerns remote schools require deliberate provision because informal support is less available. A proportionate conclusion must also recognise that cluster meetings, travelling supervisors and scheduled communication can reduce professional isolation if resources and time are protected. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    15

    Mentoring capacity

    The practical standard for mentoring capacity concerns the demand model should recognise mentoring load, particularly during large recruitment rounds. The institutional consequence follows from whether a mentor requires competence, preparation for the role and time. Assigning many entrants to one experienced teacher can reduce that teacher’s own instructional capacity.

    A defensible account of mentoring capacity distinguishes mentor reports should support development and contribute to probation decisions through stated criteria. The institutional consequence follows from whether confidential support and formal assessment roles should be distinguished where possible. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    16

    Supervision and inspection

    For supervision and inspection, the material distinction is between support without any consequence for persistent non-performance can also fail pupils. The evidence must therefore clarify how supervision should identify instructional need, verify service and connect schools to support. Inspection confined to compliance may detect absence but not strengthen practice.

    Review of supervision and inspection is credible only where it explains frequency should be risk-informed, with additional attention to new teachers, staged entrants and isolated schools. The evidence must therefore clarify how visits require records of observation, agreed action and follow-up. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    17

    Continuing professional development

    A defensible account of continuing professional development distinguishes curriculum change, new grades, language policy and subject assignment create further needs. The evidence must therefore clarify how professional development should be based on observed and assessed need rather than equal attendance at short courses. Recruitment establishes entry capacity; it cannot supply all competence required across a career.

    Institutional action on continuing professional development should be tested against participation records should distinguish hours from demonstrated change in practice. The resulting interpretation should show why teachers in remote locations need equitable access without losing excessive instructional time to travel. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    18

    Transfer policy

    Evidence concerning transfer policy should establish a freeze on transfer may retain posts temporarily but damage morale or provoke absence and resignation. A proportionate conclusion must also recognise that transfer can correct mismatch, support career development or respond to personal circumstances. It can also drain difficult schools if minimum service and replacement rules are weak.

    Comparative interpretation of transfer policy depends upon rules should show eligibility, priority, timing and responsibility for replacement. A contrary reading would overlook that data should permit analysis of flows between location categories rather than only the number of transfers approved. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    19

    Promotion and loss from the classroom

    In assessing promotion and loss from the classroom, authorities must determine promotion to leadership can strengthen schools but reduces classroom capacity unless replacement is planned. A proportionate conclusion must also recognise that career systems that recognise only departure from teaching can draw strong practitioners away from instruction. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Institutional action on promotion and loss from the classroom should be tested against policy can create advanced teaching responsibilities, mentoring or subject leadership while retaining substantial classroom work. For the learners concerned, the decisive consideration is whether the workload and salary attached to these roles should be defined so they are not merely titles. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    20

    Absence

    For absence, the material distinction is between unauthorised absence requires fair management and attention to causes such as pay collection, excessive travel or unsafe conditions. The public account remains incomplete unless it explains how absence has authorised and unauthorised forms. Illness, maternity, training and official duty require coverage as well as accurate classification.

    School attendance records should be reconciled with leave records. A visit on one day cannot estimate annual absence without a valid sampling design.

    21

    Health and workforce continuity

    The central question in health and workforce continuity is in parts of Sub-Saharan Africa, illness and death place additional pressure on education personnel and on teachers supporting affected pupils and communities. For the learners concerned, the decisive consideration is whether the appropriate response combines prevention, access to care, confidentiality, non-discrimination, leave management, replacement planning and manageable duties. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Assumptions about mortality should be dated and reviewed. They should not be applied uniformly across countries or used to infer the health status of individuals.

    22

    Early-career retention

    Institutional action on early-career retention should be tested against departure during the first years can indicate inadequate information about placement, weak preparation, poor induction, delayed pay or a mismatch between expectations and work. A proportionate conclusion must also recognise that cohort tracking should follow appointees from selection through reporting and continued service. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Comparative interpretation of early-career retention depends upon an annual system-wide retention rate can hide a severe early-career loss. For the learners concerned, the decisive consideration is whether observation periods of six months, one year and three years provide different policy information and should not be interchanged. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    23

    Exit information

    A defensible account of exit information distinguishes exit interviews may identify reasons, but persons can be reluctant to criticise an employer and non-respondents may differ from respondents. The resulting interpretation should show why administrative reason codes should be supplemented by confidential inquiry and location analysis. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The central question in exit information is policy should distinguish expected movement from avoidable loss that repeatedly deprives the same pupils of instruction. A proportionate conclusion must also recognise that the purpose is not to prevent every exit. Retirement and voluntary mobility are ordinary features of a workforce.

    24

    Deployment and retention dashboard

    Part II

    From employment records to educational service

    25

    The planning object

    A defensible account of the planning object distinguishes the relevant unit changes as the question changes: persons for recruitment and professional development; full-time equivalents for labour input; posts for establishment control; classes and periods for timetabling; and pupil-hours for service received. For the learners concerned, the decisive consideration is whether teacher planning is commonly framed as the question of how many teachers a system has or needs. That formulation is incomplete. The object is the sustained provision of instruction by people with the knowledge, preparation and assignment required for the pupils and curriculum concerned.

    A defensible account of the planning object distinguishes a complete account therefore follows resources through a sequence: post authorised; funds provided; person appointed; person assigned; person reports; person is present; class is scheduled; instruction is delivered. The resulting interpretation should show why loss at any transition has a different cause and remedy. A national total can answer whether the recorded workforce grew. It cannot establish whether the growth occurred at the level experiencing enrolment pressure, whether new teachers reached schools, whether they remained, or whether their qualifications matched the assignment.

    The central question in the planning object is the chain does not imply that teaching is reducible to an administrative transaction. The institutional consequence follows from whether it ensures that administrative claims about service can be tested. Professional judgement and classroom relationships operate within the time and conditions made available; they cannot compensate indefinitely for a post that does not exist, a vacancy that remains unfilled or a timetable that provides no teacher for a required subject. The framework treats these transitions as an accounting chain.

    26

    Eight workforce quantities that must not be merged

    For eight workforce quantities that must not be merged, the material distinction is between a **school-assigned teacher** has a current duty location in a school. The institutional consequence follows from whether a **teacher present** is observed or validly recorded at the assigned place and time. A **teacher teaching** is delivering a scheduled instructional activity. An **authorised post** is a position permitted within the staffing establishment. A **funded post** is an authorised position for which expenditure is provided for the period. A **filled post** has an appointment recorded. A **person employed** is a unique individual with an active employment relationship. A **full-time equivalent** expresses contracted workload relative to a defined full-time workload.

    Institutional action on eight workforce quantities that must not be merged should be tested against the quantities may coincide in a small, stable system with complete records, but coincidence must be demonstrated rather than assumed. This matters because one person can fill more than one part-time post; one post can be temporarily covered by several people; a teacher can be seconded to administration while retaining a school code; a payroll record can remain active after departure; and a teacher can be present while engaged in official non-teaching work. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    27

    The service-conversion account

    Institutional action on the service-conversion account should be tested against the vacancy gap is funded posts minus filled full-time equivalents. This matters because the assignment gap is employed teacher full-time equivalents minus school-assigned teaching full-time equivalents, after legitimate central, leave and support functions are separately classified. The availability gap is scheduled teacher time minus teacher time available after recorded absence. The delivery gap is available time minus instruction delivered. The service-conversion account compares quantities at adjacent stages. The funded-post gap is authorised posts minus funded posts.

    In assessing the service-conversion account, authorities must determine its purpose is to distinguish explained service variation from unresolved loss and to show which authority can act. A contrary reading would overlook that these are not performance scores. A gap can be legitimate: authorised positions may be phased in; leave is a lawful employment condition; professional development may temporarily remove a teacher from class; emergencies may close a school. The account requires reasons and replacement arrangements.

    Evidence concerning the service-conversion account should establish the comparison must first align unit and reference period. The institutional consequence follows from whether where alignment is impossible, the quantities are reported side by side with the incompatibility stated. Because each stage uses a different unit, careless subtraction can mislead. Posts cannot be subtracted directly from headcount where part-time work is material. Presence observed on one day cannot be subtracted from an annual full-time-equivalent stock.

    28

    Public-interest basis

    Evidence concerning public-interest basis should establish workforce administration is therefore not only an internal management function. The evidence must therefore clarify how allocation decisions determine whether curriculum, language provision, reasonable school access and continuity of instruction exist in practice. The right to education and the commitments made at Dakar direct attention to the opportunity experienced by the child, including children in difficult circumstances and groups subject to discrimination.[REF-01] [REF-12]

    Review of public-interest basis is credible only where it explains a small remote school may require a minimum complement even when its ratio is low; a school serving multiple languages or children requiring specialised support may require additional capability. The institutional consequence follows from whether the public-interest obligation is to apply explicit, relevant criteria and to make the resulting distribution visible. Equity does not require identical staffing ratios in every school. Equal ratios can be inequitable where need and cost differ.

    public-interest basis cannot be judged without identifying these matters are linked. The institutional consequence follows from whether deployment cannot be sustained by transfer orders alone when housing, safety, professional support, family circumstances and career progression make a post materially more difficult to hold. A measurement system that reports the vacancy but not the repeated turnover or the conditions of service identifies only the final symptom. The 1966 Recommendation recognises the need for adequate preparation, professional conditions, consultation and particular provision for teachers in rural or remote areas.[REF-02]

    Part III

    Defining the teacher stock

    29

    Person, post and assignment

    Public responsibility for person, post and assignment begins with the assignment is the appropriate unit for school, level, subject, grade and function. The institutional consequence follows from whether a controlled register preserves all three and links them with dated identifiers. The person is the appropriate unit for age, sex, qualification, experience and entry or exit. The post is the appropriate unit for establishment authority and vacancy.

    In assessing person, post and assignment, authorities must determine counting filled posts can double count an individual holding fractions of more than one post. The evidence must therefore clarify how the statistical publication is to state which unit is used and how concurrent assignments are consolidated. Counting assignments as persons inflates the workforce when teachers serve multiple schools or subjects. Counting persons without assignments can include teachers working in administrative offices, teacher-training institutions or non-school functions.

    person, post and assignment cannot be judged without identifying retrospective corrections must remain auditable: the corrected value may replace an erroneous public series, but the reason, scale and release date of the revision are to be retained. The resulting interpretation should show why each employment and assignment record requires an effective start and end date. An annual snapshot without transaction dates cannot distinguish a genuine movement from late data entry.

    30

    Headcount and full-time equivalent

    In assessing headcount and full-time equivalent, authorities must determine neither is inherently superior; they answer different questions. For the learners concerned, the decisive consideration is whether headcount measures people. It is essential for recruitment, retirement, professional development and occupational conditions. Full-time equivalent measures purchased or assigned labour relative to the national full-time rule. It is more suitable for resource ratios where part-time employment is material.

    Institutional action on headcount and full-time equivalent should be tested against definitions of full-time work, contact time and paid non-contact duty must be recorded. A proportionate conclusion must also recognise that if a full-time workload is 30 defined hours and three teachers work 30, 15 and 12 hours, the headcount is three and the contracted full-time equivalent is 1.9. If the hours include duties beyond teaching, this is not 1.9 instructional full-time equivalents. A further conversion using scheduled contact time is required.

    headcount and full-time equivalent requires a decision about some systems may classify a person by status; others may divide actual or contractual hours. This matters because a ratio calculated from full-time-equivalent pupils and teachers is not comparable with one using headcounts unless part-time participation is negligible or an adjustment is made. *Education at a Glance 2004* expressly bases the student–teacher ratio on full-time-equivalent students and teachers and distinguishes it from class size. International comparison of full-time equivalents is sensitive to national conversion rules.[REF-08]

    31

    Teaching and non-teaching functions

    Public responsibility for teaching and non-teaching functions begins with systems differ in whether school leaders retain teaching loads and whether specialist support staff are classified as teachers. For the learners concerned, the decisive consideration is whether the function performed in the reference period is therefore required in addition to occupational title. A teacher may undertake classroom instruction, school leadership, counselling, curriculum work, supervision or administration.

    A defensible account of teaching and non-teaching functions distinguishes where a principal teaches part of the timetable, only the corresponding instructional workload enters an instructional-capacity measure, while the person remains in the headcount for workforce analysis. For the learners concerned, the decisive consideration is whether the primary teacher stock for a pupil–teacher ratio ordinarily includes teachers who provide direct instruction at that level under the applicable statistical definition. Personnel wholly assigned to administration or another level are not to be included merely because their payroll grade is “teacher”.

    Evidence concerning teaching and non-teaching functions should establish the analytical requirement is accurate classification, not automatic transfer of every paid hour into classroom teaching. For the learners concerned, the decisive consideration is whether non-teaching personnel are not residual or unnecessary by definition. The OECD evidence shows wide differences in the proportion and composition of non-teaching staff, reflecting organisation and management. Administrative and support functions can protect teachers' instructional time.[REF-08]

    32

    Employment status and contingent capacity

    Institutional action on employment status and contingent capacity should be tested against employment status affects cost, security, turnover, eligibility for training and the reliability of future supply. A proportionate conclusion must also recognise that the categories are to be reported separately where they carry materially different rights, qualification rules or workloads. Permanent, fixed-term, probationary, contract, community-supported, substitute and volunteer teachers may coexist.

    Institutional action on employment status and contingent capacity should be tested against contract status is not a proxy for quality; the relevant evidence concerns preparation, selection, support, workload, conditions and observed teaching. A proportionate conclusion must also recognise that temporary personnel can meet a short-duration gap, but a repeated sequence of temporary appointments to a continuing post indicates a structural requirement. Volunteers may extend access in an emergency or remote setting, yet their service cannot be assumed to persist in a multi-year projection without an explicit retention and remuneration basis.

    employment status and contingent capacity cannot be judged without identifying the 2003 universal-primary-education study considered recruitment of different teacher cadres within financial scenarios and noted unresolved questions about motivation, performance, learning and political sustainability. A proportionate conclusion must also recognise that a planning model may test such arrangements but cannot treat lower salary as an efficiency gain without accounting for selection, training, turnover, supervision and the continuity of service. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-07]

    33

    Qualification and training status

    A defensible account of qualification and training status distinguishes the third category is nationally defined and cannot establish an internationally uniform preparation threshold. This matters because three concepts require separation. **Academic qualification** concerns general or subject education. **Professional qualification** concerns completion of the recognised preparation for teaching. **Trained status** in international reporting commonly means that the teacher has received the minimum organised teacher training required in the country.[REF-04] [REF-05]

    Review of qualification and training status is credible only where it explains a simple yes/no field discards information needed when rules change. A proportionate conclusion must also recognise that teachers in training, provisionally licensed or admitted through an alternative route are to have distinct statuses rather than being forced into “trained” or “untrained”. The register is to record the credential, awarding body, field or subject, completion date, level for which preparation was intended and the national rule under which it qualifies the holder.

    qualification and training status cannot be judged without identifying a published proportion is to show the denominator and the share unknown. This matters because if trained status is 80 per cent among the 75 per cent of teachers with known records, the result does not establish that 80 per cent of the full workforce is trained. Unknown status is a data-quality category. It must not be added to the trained numerator, nor automatically treated as untrained.

    Part IV

    Workforce flows and replacement demand

    34

    The stock-and-flow identity

    The central question in the stock-and-flow identity is the identity is to be applied separately to headcount and full-time equivalents. For the learners concerned, the decisive consideration is whether it also requires a boundary: movement from primary to secondary teaching is an exit from the primary stock even if the person remains employed by the same ministry. For a defined population and period, the closing teacher stock equals the opening stock plus first entrants, re-entrants and transfers in, less retirements, resignations, deaths, dismissals, transfers out and other exits, plus or minus verified record corrections.

    the stock-and-flow identity cannot be judged without identifying if the recorded closing stock cannot be derived from opening stock and transactions, either events are missing, records are duplicated, or definitions changed. The evidence must therefore clarify how the difference is a reconciliation residual, not net recruitment. It is to be reported and investigated before the series is used for projection. The identity makes inconsistencies visible.

    Evidence concerning the stock-and-flow identity should establish a net-growth figure conceals them. A proportionate conclusion must also recognise that gross entries and gross exits matter even when net change is small. A stock of 100,000 can remain constant after 10,000 entries and 10,000 exits, or after 1,000 entries and 1,000 exits. These systems have different training requirements, induction loads, experience profiles and continuity risks.

    35

    Entry pathway

    In assessing entry pathway, authorities must determine training capacity is therefore not the same as employable supply. A contrary reading would overlook that the potential entry pathway begins with eligible applicants, continues through admission to preparation, enrolment, progression, completion, recognition, application for employment, selection, appointment and reporting for duty. Attrition occurs at every transition.

    Institutional action on entry pathway should be tested against a surplus of general primary candidates does not resolve a shortage of mathematics teachers, bilingual teachers or staff willing and able to serve isolated communities. A proportionate conclusion must also recognise that for each cohort, planners require the number admitted, completing, meeting the applicable standard, applying, appointed and still employed after the initial period. Field of study, language, level and intended location matter.

    Evidence concerning entry pathway should establish a projection is to show the earliest date at which additional prepared entrants can reach schools and the capacity required in training institutions, practicum placements and induction support. The public account remains incomplete unless it explains how lead time is central. Expansion planned for the following school year cannot be met through a preparation programme lasting several years unless candidates are already in the pathway or a lawful interim route exists.

    36

    Exit, attrition and mobility

    Review of exit, attrition and mobility is credible only where it explains transfers between schools are turnover for the school but not attrition from the national workforce. A contrary reading would overlook that transfers between levels or occupations depend on the defined boundary. Attrition is the loss of teachers from the defined workforce over a period. The denominator is ordinarily the relevant workforce at the beginning of the period, but average-stock denominators may be used if stated. Retirement, death, resignation, dismissal and expiry without renewal are different causes.

    Evidence concerning exit, attrition and mobility should establish retirement projections require age and, where relevant, service eligibility. A contrary reading would overlook that mortality and long illness may be material in countries affected by HIV/AIDS; the 2003 costing study treated teacher sickness, absence, death, replacement and additional training as connected planning costs rather than as a single attrition rate. Early-career attrition requires separate observation because it tests recruitment and induction assumptions.[REF-07]

    The central question in exit, attrition and mobility is exit interviews can add explanation but are subject to non-response and may not represent those leaving under the most difficult conditions. The evidence must therefore clarify how reason codes require verification. “Resignation” may conceal non-renewal, migration to another education employer or movement to a central post. “Unknown” must remain visible.

    37

    Replacement demand and growth demand

    For replacement demand and growth demand, the material distinction is between a system with stable enrolment may still face a large requirement where the workforce is ageing or attrition is high. The evidence must therefore clarify how growth demand is the additional workforce required because pupils, programmes, schools or curriculum obligations expand. Replacement demand is the recruitment required to offset exits and reductions in workload. Gross recruitment need is their sum, adjusted for expected re-entry and transfers in.

    Public responsibility for replacement demand and growth demand begins with training institutions also require teachers and may draw from the same qualified population. A proportionate conclusion must also recognise that the model must state whether this institutional demand is included. The projection is iterative. New entrants themselves can leave before the horizon; recruitment in one year changes the age and experience distribution in later years.

    38

    Age and experience structure

    Public responsibility for age and experience structure begins with the age distribution provides a bounded view of retirement pressure; it is not a substitute for the governing retirement rules or actual behaviour. The institutional consequence follows from whether experience distribution provides information about induction and career structure but must distinguish total teaching experience from tenure in the present school. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The central question in age and experience structure is the planning interpretation therefore depends on the shape of the distribution, not an average age alone. The public account remains incomplete unless it explains how a highly experienced workforce can be a strength and a near-term replacement risk. A very young workforce may indicate successful expansion and a heavy requirement for induction, mentoring and leadership development.

    The central question in age and experience structure is missing dates of birth are not to be assigned to the modal age; they are reported as unknown and investigated through personnel controls. A contrary reading would overlook that age data are personal and require protection. Public tables use grouped ages and suppress small cells where identification is possible.

    39

    Scenario uncertainty

    Review of scenario uncertainty is credible only where it explains the reportable output is not only a central estimate but a range under plausible variants and an account of which assumptions drive the range. This matters because teacher projections are conditional statements. Enrolment, repetition, progression, retirement, attrition, training yield, workload and salary assumptions all affect the result.

    For scenario uncertainty, the material distinction is between a lower case may reflect slower demographic growth, improved deployment and reduced repetition. This matters because these are not optimistic and pessimistic labels unless the educational consequences are established. A lower teacher count produced by exclusion or curtailed curriculum is not a favourable outcome. An upper demand case may combine faster enrolment growth, lower pupil–teacher ratios where overcrowding is acute, higher attrition and stronger leave cover.

    Part V

    Translating educational demand into staffing demand

    40

    Pupil projections are the starting point, not the staffing result

    pupil projections are the starting point, not the staffing result requires a decision about each component carries uncertainty. This matters because a national-age population does not reveal where pupils will attend; district and school demand also depends on migration, settlement and school choice. Population by single year of age, entry policy, participation, repetition, promotion, dropout and transfer determine projected enrolment.

    Review of pupil projections are the starting point, not the staffing result is credible only where it explains a school with 83 pupils across six grades does not create the same staffing requirement as 83 pupils in one grade at a large urban school. The public account remains incomplete unless it explains how the pupil projection is to preserve grade and programme because staffing rules differ. Collapsing all primary enrolment into one total assumes that teachers and classroom places are perfectly divisible and transferable.

    For pupil projections are the starting point, not the staffing result, the material distinction is between a straight-line trend is insufficient where the underlying rules change. The public account remains incomplete unless it explains how enrolment expansion can be discontinuous after fee removal, compulsory-education reform, displacement or opening of new provision. The model must permit policy shocks and show their implementation date.

    41

    Class formation

    Comparative interpretation of class formation depends upon rounding matters: 41 pupils under a planning maximum of 40 require two classes, not 1.025 teachers. The public account remains incomplete unless it explains how applying a ratio at national level loses this indivisibility. In a class-based primary model, required classes are calculated from projected pupils by grade, the maximum or planning class size, school-level minimums and rules for combined grades.

    Comparative interpretation of class formation depends upon its staffing requirement depends on the grades combined, curriculum design, teacher preparation, materials and timetable. The institutional consequence follows from whether a model that assumes one teacher per grade can overstate demand in sparse areas; a model that assumes unrestricted combination can understate the professional and instructional requirement. Multi-grade teaching may be an appropriate organisation for small schools, not evidence of deficiency by itself.

    For class formation, the material distinction is between shift status must therefore be explicit in school records. A contrary reading would overlook that double-shift arrangements increase the number of pupil places a facility can accommodate but do not automatically double teacher capacity. If teachers work both shifts, workload and contact-time rules govern feasibility and cost. If separate teachers are employed, classroom capacity and teacher demand move differently.

    42

    Curriculum periods and subject specialisation

    curriculum periods and subject specialisation requires a decision about at levels where subjects are taught by specialists, teacher demand for subject (s) is driven by the number of scheduled pupil-group periods in that subject divided by the number of periods a full-time teacher can teach, with allowance for assignment constraints and lawful non-contact duties. The public account remains incomplete unless it explains how the aggregate number of periods can balance while individual schools have fractional shortages that cannot be pooled across distance. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Institutional action on curriculum periods and subject specialisation should be tested against additional science, language, arts or vocational periods may require staff with different preparation. A proportionate conclusion must also recognise that the implementation plan must therefore connect curriculum effective dates to recruitment, retraining and deployment lead times. Curriculum change alters demand even with constant enrolment.

    A defensible account of curriculum periods and subject specialisation distinguishes a teacher academically prepared in one field cannot be counted as fully deployable to every subject in a broad family without a stated equivalence rule. This matters because subject labels require consistent coding. “Science” may denote integrated science at one level and separate disciplines at another.

    43

    Teacher contact time

    teacher contact time cannot be judged without identifying net teaching or contact time is the scheduled time of direct instruction. The public account remains incomplete unless it explains how the number of teachers required for a given curriculum depends materially on contact-time obligations. Contracted working time includes teaching and may include preparation, assessment, meetings, professional development and other duties.

    In assessing teacher contact time, authorities must determine these differences help explain why similar enrolment and class size can require different numbers of teachers. A proportionate conclusion must also recognise that they also limit direct comparison of student–teacher ratios without the timetable context. The 2004 OECD indicators show that countries differ in the organisation of teachers' working time and in annual net contact hours.[REF-08]

    Evidence concerning teacher contact time should establish planning requires a lawful and educationally credible allocation of total working time. A proportionate conclusion must also recognise that longer statutory contact time does not prove more instruction was delivered. School closure, absence, examinations, training and timetable interruption can reduce actual time. Nor is maximising contact hours necessarily sound: preparation, assessment and professional collaboration are part of teaching quality.

    44

    Minimum viable staffing

    Evidence concerning minimum viable staffing should establish such ratios must not be automatically labelled inefficient. For the learners concerned, the decisive consideration is whether every school faces indivisible functions. A minimum complement may be required for leadership, safeguarding, subject coverage or continuity during absence. The requirement is context-specific and may create low pupil–teacher ratios in small schools.

    The central question in minimum viable staffing is minimum staffing policy is to specify the service protected, the school conditions to which it applies and any alternatives, such as clustering, mobile teachers or supported multi-grade provision. This matters because transport time and reliability enter the calculation where staff serve more than one site. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    minimum viable staffing requires a decision about it is to be distinguished from avoidable fragmentation caused by poorly located schools or uncoordinated provision. For the learners concerned, the decisive consideration is whether the distinction requires geographic and community evidence, not the ratio alone. The cost of minimum provision is part of the public obligation to reach dispersed populations.

    Part VI

    Deployment and distribution

    45

    National balance is not local sufficiency

    Institutional action on national balance is not local sufficiency should be tested against deployment measures compare actual assignment with a transparent school or district entitlement. A proportionate conclusion must also recognise that a national workforce can equal the modelled national requirement while districts retain vacancies and other districts hold staff above establishment. The arithmetic balance is therefore a necessary reconciliation result, not a finding of equitable supply.

    national balance is not local sufficiency cannot be judged without identifying a historical post schedule may preserve allocations after enrolment shifts. The evidence must therefore clarify how the measure is strongest when both the allocation rule and actual circumstances are published. The entitlement itself requires review. A rule based only on pupils may fail small schools or subject-specialist programmes.

    46

    Distributional statistics

    distributional statistics requires a decision about the unweighted mean of school ratios answers a different question and can give small schools disproportionate influence. The public account remains incomplete unless it explains how the median school ratio describes the middle school, while percentiles show dispersion. All may be useful if labelled. The mean pupil–teacher ratio is weighted by pupils when calculated as total pupils divided by total teachers.

    Comparative interpretation of distributional statistics depends upon interquartile ranges, tenth and ninetieth percentiles, and shares of pupils in schools beyond defined planning bands provide a more informative distribution. A contrary reading would overlook that planning bands are administrative thresholds, not universal quality standards, and the publication is to explain their basis. The range alone is unstable and sensitive to data error or a very small school.

    47

    Rural and remote deployment

    rural and remote deployment requires a decision about a single hardship label is too coarse. The public account remains incomplete unless it explains how the register is to identify the actual characteristics of the post and the duration for which it remains vacant or repeatedly turns over. Remote vacancies often result from a combination of recruitment, living conditions, professional isolation, safety, transport, family needs and delayed payment.

    Institutional action on rural and remote deployment should be tested against measurement of incentives therefore includes eligibility, receipt, timeliness and retention after receipt. The institutional consequence follows from whether an allowance announced but not paid cannot be classified as an implemented deployment measure. The 1966 Recommendation calls attention to housing, travel and hardship arrangements in remote areas.[REF-02]

    A defensible account of rural and remote deployment distinguishes the evidence is to distinguish admission, completion, appointment and sustained service. This matters because a quota at the first stage does not establish a change at the school. Recruitment from underrepresented regions may improve retention where candidates meet preparation requirements and training access is available.

    48

    Gender and workforce distribution

    Comparative interpretation of gender and workforce distribution depends upon interpretation requires level, location, leadership distribution, subject assignment and employment status. The public account remains incomplete unless it explains how the proportion of female teachers is a legitimate workforce descriptor and may be relevant to participation, safety, role models and deployment constraints. It is not a universal measure of quality.

    The practical standard for gender and workforce distribution concerns policy responses are to address the documented constraint—such as housing, safety, recruitment opportunity or discriminatory practice—rather than infer one from the aggregate. The institutional consequence follows from whether a national increase in the female share can coexist with continuing absence of women teachers in remote schools. Publication therefore needs cross-tabulation by location and level, subject to confidentiality.

    49

    Subject, language and grade mismatch

    subject, language and grade mismatch cannot be judged without identifying a person-based rate is less precise when teachers divide time among matched and unmatched subjects. This matters because deployment quality depends on match between a teacher's preparation and the assigned curriculum. The mismatch rate counts assigned instructional workload outside a defined acceptable field.

    The practical standard for subject, language and grade mismatch concerns the data system is to record demonstrable language capacity using a lawful and relevant classification. For the learners concerned, the decisive consideration is whether ethnicity must not be used as a proxy for language competence. Personal data require protection and voluntary, appropriate collection where relevant. Language of instruction may create a capability requirement not recorded by general qualifications.

    Public responsibility for subject, language and grade mismatch begins with a system may place less experienced or less prepared teachers in the earliest grades although foundational instruction carries distinct demands. For the learners concerned, the decisive consideration is whether experience alone does not determine fitness; the required evidence concerns preparation, support and assignment. Early-grade assignments also warrant separate treatment.

    50

    Turnover and continuity

    turnover and continuity requires a decision about turnover reveals repeated disruption. This matters because school-level turnover is the number of arrivals and departures during a period relative to the average workforce, with expansion appointments identified separately. High turnover can coexist with a low vacancy rate if posts are repeatedly refilled. Vacancy is a point-in-time measure.

    turnover and continuity cannot be judged without identifying it does not justify preventing lawful mobility or preserving unsuitable assignments. The resulting interpretation should show why the policy question is whether avoidable conditions cause disproportionate instability and whether replacements arrive before service is interrupted. Continuity matters for curriculum progression, school planning and professional collaboration.

    51

    Deployment decision rules

    In assessing deployment decision rules, authorities must determine a rule based on seniority alone may not resolve subject gaps; a discretionary rule without reasons creates risk of unequal treatment. This matters because teacher participation and appeal mechanisms are consistent with professional status and can improve the evidence available for durable assignment. Transfer rules are to be published, consistently applied and capable of addressing documented need.[REF-02]

    Institutional action on deployment decision rules should be tested against an order is not a completed transfer. For the learners concerned, the decisive consideration is whether the personnel register, payroll cost centre and school record are to be reconciled after movement so that the same teacher is not retained in two locations. Deployment decisions also require an effective date and confirmation of arrival.

    Part VII

    Comparative evidence available at the 2005 cut-off

    52

    What the international table can and cannot show

    The practical standard for what the international table can and cannot show concerns it draws on data compiled by the UNESCO Institute for Statistics from official national responses. The institutional consequence follows from whether the 2004 *World Development Indicators* education-input table provides two measures directly relevant to the present framework: the percentage of primary teachers who have received the minimum organised teacher training required nationally, and the primary pupil–teacher ratio. The table generally refers to the 2001/02 school year and identifies values as preliminary.[REF-05]

    Institutional action on what the international table can and cannot show should be tested against those qualifications are part of the result, not peripheral notes. For the learners concerned, the decisive consideration is whether the source warns that education statistics commonly lag by two or three years and that coverage and collection methods vary. It defines trained teachers by national minimum requirements and cautions that preparation varies greatly. It defines the primary pupil–teacher ratio as enrolled primary pupils divided by primary teachers, regardless of teaching assignment. It also notes that definitions, grade-specific class size and hours taught affect comparability.

    53

    Reading the regional pattern

    reading the regional pattern requires a decision about these figures signal materially different aggregate staffing conditions. For the learners concerned, the decisive consideration is whether they do not indicate the number of pupils in a class or the amount of contact time each receives. The table shows a broad resource gradient. The reported ratio is 40 pupils per teacher for low-income economies and 22 for middle-income economies; regional values are 45 in sub-Saharan Africa and 42 in South Asia, compared with 17 in Europe and Central Asia and in high-income economies.

    reading the regional pattern cannot be judged without identifying sub-Saharan Africa is reported at 80.4 per cent trained and 45 pupils per teacher, South Asia at 66.9 per cent and 42, and Latin America and the Caribbean at 76.7 per cent and 26. The public account remains incomplete unless it explains how because trained status follows national requirements, the percentage cannot be read as a common proficiency scale. It nevertheless reveals the scale of the nationally recognised preparation gap within each reporting boundary. The trained-teacher aggregate does not move in a single relationship with the ratio.

    Review of reading the regional pattern is credible only where it explains ten additional pupils per teacher cannot be offset arithmetically by a specified number of percentage points in trained status. This matters because they describe different conditions and may call for different interventions. The global values also illustrate why a composite score would be unsound. Combining a trained share and a ratio would require assumptions about equivalence, substitution and weighting.

    54

    Country variation and data completeness

    country variation and data completeness cannot be judged without identifying these selected values are not a ranking; they demonstrate the range that a national average can occupy and the need for contextual diagnosis. This matters because the country table contains very wide variation. Examples reported for 2001/02 include primary pupil–teacher ratios of 10 in Denmark and the Netherlands, 14 in Cuba and Estonia, 20 in China and Malaysia, 40 in India and Nepal, 56 in Cambodia, Mali and the Republic of Congo, 61 in Cameroon, 66 in Mozambique and 71 in Chad.[REF-05]

    The central question in country variation and data completeness is missingness limits any analysis restricted to complete pairs and may produce a non-representative sample. This matters because the proper publication reports the number of countries and population coverage contributing to an aggregate when the source makes that information available; it does not interpret an absent value as zero or full compliance. Training data are absent for many countries that report a ratio, and the reverse can also occur.

    Institutional action on country variation and data completeness should be tested against the convenience of a single table does not remove this obligation. For the learners concerned, the decisive consideration is whether values for individual countries can also refer to 2002/03 where marked, and source notes may modify coverage. A comparative extract is therefore to carry the country-specific note.

    55

    Resource ratio versus class size

    resource ratio versus class size requires a decision about the report demonstrates that two countries can have similar student–teacher ratios and different class sizes because teacher working time, pupil instruction time and the organisation of groups differ. The evidence must therefore clarify how *Education at a Glance 2004* defines the ratio of students to teaching staff using full-time-equivalent students and teachers. It defines class size through the number of students in a class or teaching group.[REF-08]

    A defensible account of resource ratio versus class size distinguishes average class size rises with the number of pupils and pupil instructional periods and falls with the number of teachers and teacher contact periods, subject to scheduling and school constraints. The institutional consequence follows from whether consequently, a system can reduce a resource ratio by employing more teachers without reducing class size if those teachers have lower contact loads or undertake other functions. It can operate relatively small classes with a less favourable ratio if pupil instruction time or teacher organisation differs. The relation can be expressed conceptually.

    Evidence concerning resource ratio versus class size should establish a class-size policy affects rooms, class formation and timetables; a staffing-ratio policy affects aggregate labour resources. A proportionate conclusion must also recognise that they interact but are not the same instrument. Cross-country reporting is therefore to place ratio and class-size results in separate columns and avoid causal language.

    56

    Comparative teaching time

    The practical standard for comparative teaching time concerns preparation, assessment, professional activity and administration may be regulated differently. For the learners concerned, the decisive consideration is whether the comparison is useful because the same teacher FTE can support different quantities of scheduled instruction under different contact-time rules. The OECD publication records annual net contact time in public institutions and explains that teaching time is only part of teachers' working time.[REF-08]

    For comparative teaching time, the material distinction is between statutory time is not observed time. This matters because a complete comparative account identifies whether a value is required, scheduled or delivered. Annual measures also depend on the length of the school year and period definitions. Weekly loads cannot be compared without the number of teaching weeks.

    57

    Evidence on presence

    Comparative interpretation of evidence on presence depends upon the related state table for India ranged from 15 per cent in Gujarat to 39 per cent in Bihar among the listed states. For the learners concerned, the decisive consideration is whether the 2004 *World Development Report* reports preliminary absence estimates from unannounced visits. For the primary-school observations reproduced in its table 1.2, the reported rates were 16 per cent in Ecuador, 25 per cent for an average of 14 Indian states, 18 per cent in Indonesia, 15 per cent in Papua New Guinea, 13 per cent in Peru, 17 per cent in Zambia and 26 per cent in Uganda.[REF-06]

    The central question in evidence on presence is use of the term “absenteeism” without this distinction would overstate what the observation proves. The public account remains incomplete unless it explains how the source note is decisive: absence includes staff in training or performing non-teaching government duties as well as possible shirking. The indicator measures the gap between expected and observed presence. Diagnosis requires verification of reasons, scheduling and substitution.

    Review of evidence on presence is credible only where it explains sample design and repeated visits are needed before stable subnational estimates are released. For the learners concerned, the decisive consideration is whether the wide within-country variation also cautions against national-only management. A national rate can obscure locations with much higher or lower presence, just as a national pupil–teacher ratio obscures deployment.

    58

    Costing evidence and the status of 40:1

    The practical standard for costing evidence and the status of 40:1 concerns the group characterised by relatively higher primary completion had an average ratio of 39:1; the full sample average was 44:1. The resulting interpretation should show why the study used 40:1 as a 2015 parameter in simulations that also adjusted salary, repetition, non-teacher inputs, public finance and private enrolment. The 2003 World Bank study examined 55 large low-income countries and used a detailed subset for service-delivery analysis. In its adjusted sample, primary pupil–teacher ratios ranged from 13:1 to 79:1.[REF-07]

    A defensible account of costing evidence and the status of 40:1 distinguishes its regression table reported essentially no independent association for the ratio within the specified model after other variables were included, while repetition and spending variables carried different relationships. For the learners concerned, the decisive consideration is whether that result does not prove ratio is irrelevant; it warns against presenting the benchmark as an isolated causal threshold. The source itself provides reasons not to detach the number from its model. It acknowledges that pupil–teacher ratio is not perfectly correlated with class size, that country geography can constrain deployment, and that the parameter forms one part of a balanced package.

    costing evidence and the status of 40:1 cannot be judged without identifying one group combined high enrolment with low completion and very high repetition. The institutional consequence follows from whether another combined low coverage, high teacher salaries relative to national income and high ratios. In each case, changing teacher numbers alone would leave a material constraint unresolved. The study's group data also show why cost per graduate and cost per pupil differ.[REF-07]

    59

    A bounded comparative conclusion

    Institutional action on a bounded comparative conclusion should be tested against the evidence does not support a universal staffing number, a common training-quality scale or a global estimate of delivered instructional FTE. A proportionate conclusion must also recognise that the available evidence supports a clear but limited assessment. Large differences in aggregate teacher resources exist; nationally recognised preparation remains incomplete in many reporting systems; teaching-time organisation affects the meaning of resource ratios; and presence losses can materially reduce service.

    The practical standard for a bounded comparative conclusion concerns the stronger the claim—especially a claim about quality, causation or individual conduct—the more direct the evidence required. The public account remains incomplete unless it explains how accordingly, comparative reporting is to use a set of non-substitutable measures. It may identify systems or regions for further investigation, but policy selection follows national and subnational diagnosis.

    Part VIII

    Presence, time and instructional capacity

    60

    Presence as a service-delivery measure

    presence as a service-delivery measure cannot be judged without identifying a valid presence measure begins with a roster of persons expected, excludes those not scheduled, and records the reason and authorisation status separately from the initial observation. The institutional consequence follows from whether presence records whether a teacher who was expected at a specified location and time was there. It is narrower than attendance over a term and broader than unauthorised absence.

    A defensible account of presence as a service-delivery measure distinguishes repeated visits across days and seasons are required for system estimates. This matters because the 2004 *World Development Report* tables define absence as a person supposed to be present but not present during an unannounced visit, including authorised and unauthorised reasons. The preliminary country estimates ranged from 13 to 26 per cent for the primary-school observations shown, while the reported state values within India ranged more widely. These figures demonstrate measurement relevance; they do not establish a current rate for every school or a cause applicable across countries. Unannounced observation can reduce reporting bias but one visit has high sampling uncertainty for an individual school.[REF-06]

    The practical standard for presence as a service-delivery measure concerns payroll deductions are not a presence measure, since authorised leave, delayed processing and sanctions follow different rules. For the learners concerned, the decisive consideration is whether administrative attendance systems cover more days but can be affected by incomplete signing, retrospective alteration or unclear schedules. Observation and administrative data therefore provide complementary checks.

    61

    Reasons, duration and replacement

    Evidence concerning reasons, duration and replacement should establish duration matters because one extended absence and repeated single-day absence have different replacement and continuity effects. The public account remains incomplete unless it explains how absence is to be classified by reason: authorised leave, illness, professional development, official non-teaching duty, delayed assignment, industrial action where applicable, unauthorised absence and unknown. The classification is completed after verification, not inferred by an observer.

    Institutional action on reasons, duration and replacement should be tested against the educational loss is scheduled periods not delivered or materially curtailed, not the number of absent persons alone. The public account remains incomplete unless it explains how replacement by combining classes may preserve supervision while reducing instructional conditions; it is reported as a distinct arrangement. A service measure also records whether a qualified substitute or another planned arrangement maintained instruction.

    62

    Calendar, closure and timetable loss

    Review of calendar, closure and timetable loss is credible only where it explains teacher presence cannot restore time when the school is closed, so closure is measured separately. The public account remains incomplete unless it explains how the official school calendar states the days or hours intended. School-level closure can result from weather, insecurity, elections, examinations, public-health events, building failure or local administrative decisions.

    Evidence concerning calendar, closure and timetable loss should establish reliable measurement may use sampled observation, timetable records and school logs. For the learners concerned, the decisive consideration is whether the burden is to be proportionate: the objective is a defensible system estimate and timely local response, not continuous surveillance of every professional action. Within an open day, late start, early finish, extended breaks and timetable gaps reduce available instruction.

    63

    From employed FTE to instructional FTE

    The practical standard for from employed fte to instructional fte concerns instructional full-time equivalent converts delivered contact time into the nationally defined annual contact-time obligation of a full-time teacher. For the learners concerned, the decisive consideration is whether if 1,000 employed FTE are assigned to teaching, 95 per cent of scheduled school time is open, teachers are available for 92 per cent of expected time, and 96 per cent of available scheduled periods are delivered, the illustrative instructional capacity is 839 FTE before subject-match adjustment: (1,000 \times 0.95 \times 0.92 \times 0.96). The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The central question in from employed fte to instructional fte is if absence is already included in delivered-period data, it is not applied again. The evidence must therefore clarify how the multiplication assumes independent and correctly aligned proportions; actual records are preferable. The example is not a performance target. It shows why a payroll stock can overstate delivered capacity and why double-counting losses must be avoided.

    64

    Capacity is not quality

    Evidence concerning capacity is not quality should establish the quality framework in the 2005 EFA Global Monitoring Report connects learner characteristics, context, enabling inputs, teaching and learning activities, and outcomes; the workforce account occupies only part of this wider structure. The evidence must therefore clarify how instructional capacity is an enabling condition. It cannot establish clarity of explanation, appropriateness of pedagogy, classroom climate, formative assessment or learning.[REF-03]

    In assessing capacity is not quality, authorities must determine credentials, experience, presence and contact time are not interchangeable and cannot be added without arbitrary weights. This matters because each measure supports a specific decision and retains its limitation. For this reason, no composite “teacher quality score” is proposed.

    Part IX

    Data architecture and reconciliation

    65

    Personnel register

    personnel register cannot be judged without identifying sensitive information is protected and public outputs are aggregated. The public account remains incomplete unless it explains how the personnel register is the authoritative record of unique persons and dated employment events. Its minimum fields include identifier, employment status, workload, preparation, subject or grade field, employing authority, assignment, start and end dates, leave status and source of verification.

    Evidence concerning personnel register should establish the statistical function does not require publication of names, salary details or individual attendance. This matters because identity controls must accommodate legitimate name variation without creating duplicate persons. A correction procedure is required for errors, and access to personal records is logged.

    66

    Establishment and payroll

    In assessing establishment and payroll, authorities must determine reconciliation identifies active payments without a current personnel record, filled posts without payment, persons charged to the wrong location, duplicated payments and delayed removal after exit. This matters because the establishment records posts and organisational authority; payroll records payment. They are related but neither proves school service.

    Comparative interpretation of establishment and payroll depends upon the control result records resolution and prevents unresolved exceptions from silently entering published teacher totals. This matters because an exception is a case for investigation, not proof of wrongdoing. Timing differences, lawful arrears and approved secondment can explain a mismatch.

    67

    School census and timetable records

    The practical standard for school census and timetable records concerns stable school and person identifiers permit reconciliation. This matters because the school census links teachers to pupils, grades, classes and facilities at a common reference date. It is indispensable for deployment ratios. It may nevertheless count staff reported by the head teacher rather than verified persons, omit teachers temporarily away or include visitors.

    Public responsibility for school census and timetable records begins with a timetable that assigns one person simultaneously to different classes is internally invalid. A proportionate conclusion must also recognise that rule-based validation may identify the conflict, but its correction remains an administrative task supported by the school record. Timetables translate assignment into scheduled service. They require period length, subject, grade or class, teacher and day.

    68

    Training-provider pathway

    Review of training-provider pathway is credible only where it explains these data require cohort identifiers so that completion yield is not calculated from unrelated annual totals. For the learners concerned, the decisive consideration is whether recognition status and programme changes are dated. Training providers report admissions, enrolment, completion and field of preparation.

    Institutional action on training-provider pathway should be tested against public analysis reports aggregate transitions and does not expose applicant-level results. This matters because where linkage is unavailable, the uncertainty between completions and appointments is stated rather than filled by assumption. Linkage to employment statistics is performed under lawful data-protection arrangements.

    69

    Master classifications

    A defensible account of master classifications distinguishes common codes are required for education level, programme, subject, school, district, employment status, qualification and exit reason. This matters because iSCED 1997 supports international level mapping, while national detail is preserved beneath that map. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-10]

    For master classifications, the material distinction is between version numbers and effective dates are therefore part of the statistical record. A proportionate conclusion must also recognise that a new definition of “trained” is not to be presented as a change in teacher preparation unless historical data have been recoded on the same basis. Classification change creates a break unless records can be consistently recoded.

    70

    Revision and statistical independence

    For revision and statistical independence, the material distinction is between the Fundamental Principles of Official Statistics provide the relevant basis for professional methods, transparency and confidential treatment of individual data. The institutional consequence follows from whether official workforce statistics require impartial release, disclosed methods and correction of material error. Political or administrative preference cannot determine whether an unfavourable result is published.[REF-11]

    Institutional action on revision and statistical independence should be tested against a census update, payroll cleaning exercise or reclassification may alter prior years without indicating an actual workforce change. A proportionate conclusion must also recognise that both the revised series and the break explanation are necessary for public interpretation. Revisions are dated and explained.

    Part X

    Planning scenarios and finance

    71

    Scenario construction

    In assessing scenario construction, authorities must determine only after those choices is the teacher requirement calculated. This matters because a workforce scenario begins with the service objective: projected pupils to be taught under a defined curriculum, school network and set of access conditions. It then states class formation or subject-period demand, teacher workload, minimum school staffing, expected availability and replacement assumptions.

    The central question in scenario construction is combining high enrolment with low training capacity but leaving vacancies at zero is internally inconsistent. The evidence must therefore clarify how at least three cases are advisable where uncertainty is material: a central case, a demand-pressure case and an implementation-capacity case. Each case uses coherent assumptions.

    72

    The place of ratio benchmarks

    Comparative interpretation of the place of ratio benchmarks depends upon the authors also documented substantial country variation and placed the ratio alongside salaries, repetition, non-salary inputs and finance. A contrary reading would overlook that ratios can provide a rapid aggregate check and a scenario parameter. The 2003 study of universal primary completion observed an average pupil–teacher ratio of 39:1 among a group of higher-completion low-income countries and used 40:1 in its 2015 costing scenarios.[REF-07]

    A defensible account of the place of ratio benchmarks distinguishes country geography, school size, curriculum, contact time, teacher preparation and fiscal capacity alter both cost and feasibility. For the learners concerned, the decisive consideration is whether this evidence supports two restrained conclusions. Extremely high or low ratios warrant diagnosis, and balanced resource parameters matter. It does not establish a universal optimum.

    73

    Salary bill and complementary inputs

    Evidence concerning salary bill and complementary inputs should establish vacancies, arrears and newly recruited cadres are separately shown. The evidence must therefore clarify how the salary bill is calculated from filled FTE by grade, salary point, allowances, employer contributions and time. Average salary multiplied by teacher count is insufficient where the grade distribution or hardship payments change.

    Public responsibility for salary bill and complementary inputs begins with teacher expenditure cannot be planned in isolation. This matters because the 2003 costing study explicitly protected non-teacher inputs, including materials, development, supervision, assessment and management, because unchecked salary pressure can displace conditions required for effective teaching. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-07]

    74

    Training and transition costs

    Review of training and transition costs is credible only where it explains rapid change can also require temporary classrooms, teacher housing, transport or additional supervision. The resulting interpretation should show why these costs have different timing from salaries and must appear in the implementation schedule. Expansion requires the cost of preparation places, practicum, candidate support, recognition, recruitment, induction and mentoring.

    Comparative interpretation of training and transition costs depends upon where unprepared teachers are already serving, in-service routes require release time and replacement. This matters because counting the same teacher as fully available for instruction and full-time preparation over the same period overstates capacity. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    75

    Fiscal sustainability

    The central question in fiscal sustainability is a scenario therefore reports recurrent cost at the horizon, its share of the relevant public resource envelope and the sensitivity to salary and attrition. For the learners concerned, the decisive consideration is whether external finance may support transition, but an unfunded future wage bill is not a sustainable staffing plan. The recurring salary obligation continues after construction or initial external support ends.

    Review of fiscal sustainability is credible only where it explains the United Nations Millennium Project report available in January 2005 calls for country-based strategies that connect investment needs to public management and financing. This matters because workforce projections serve that procedure when assumptions, sequencing and domestic responsibilities are explicit. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-09]

    Part XI

    Public reporting and use

    76

    National profile

    national profile requires a decision about the national profile reports the reference-year workforce in headcount and FTE, the pupil–teacher ratio, the proportion meeting the current national preparation requirement, funded vacancies, verified attrition and the distribution of the principal measures. A proportionate conclusion must also recognise that it states coverage of non-government provision, temporary staff and missing records. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Evidence concerning national profile should establish the headline is not to describe a system as having “enough teachers” solely because one ratio meets a planning value. A proportionate conclusion must also recognise that a defensible statement identifies the scope: for example, aggregate filled FTE equalled modelled national demand under stated assumptions, while specified districts and subjects retained shortages. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    77

    Subnational and school-level use

    The central question in subnational and school-level use is school-level data are used administratively but public release is governed by privacy, data quality and risk of misinterpretation. The evidence must therefore clarify how small cells concerning qualification, absence or personal characteristics are suppressed or combined. District profiles support deployment and resource decisions.

    A defensible account of subnational and school-level use distinguishes publication can identify schools lacking a service where this is necessary for public action, but it must not infer individual failure from system data. The evidence must therefore clarify how the responsible authority and correction route accompany material deficiencies. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    78

    Comparability statement

    In assessing comparability statement, authorities must determine every comparative table includes level, sector, reference year, teacher unit, pupil unit, full-time-equivalent rule, training definition and coverage. The evidence must therefore clarify how if one country reports headcount and another FTE, direct ranking is withheld or clearly qualified. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The central question in comparability statement is the user is to be able to reconstruct the statistical boundary from the note. The public account remains incomplete unless it explains how comparative results also disclose whether private institutions and teachers on leave are included. A wider coverage can raise or lower a ratio without a change in service.

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    Appropriate and inappropriate uses

    Evidence concerning appropriate and inappropriate uses should establish the framework supports workforce budgeting, training-intake planning, identification of distributional gaps, subject scheduling, monitoring of vacancies and assessment of data integrity. The institutional consequence follows from whether it supports questions, not automatic sanctions. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    In assessing appropriate and inappropriate uses, authorities must determine it is inappropriate to use a pupil–teacher ratio as an individual teacher-performance measure, to equate trained status with teaching effectiveness, to interpret a one-day absence observation as misconduct, or to infer learning from contact time. The resulting interpretation should show why it is also inappropriate to compare salary cost without workload and price context. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XII

    Differentiated planning contexts

    80

    Pre-primary provision

    For pre-primary provision, the material distinction is between titles and preparation routes also vary, making international teacher counts especially sensitive to classification. The evidence must therefore clarify how pre-primary staffing cannot be derived by transferring a primary pupil–teacher ratio. The age of children, duration of sessions, group organisation, care and protection responsibilities, adult support and the boundary between education and other early-childhood services affect the required workforce.

    Public responsibility for pre-primary provision begins with their contributions are complementary, but merging them into a single denominator obscures both cost and professional preparation. For the learners concerned, the decisive consideration is whether where sessions are part day, child and staff full-time equivalents require a stated conversion. The planning register is to distinguish teachers with direct educational responsibility, classroom assistants and personnel whose principal function lies outside education.

    The central question in pre-primary provision is headcount can substantially exceed FTE, and annual turnover may be masked by short contracts. The institutional consequence follows from whether a pre-primary profile therefore reports hours, setting type, preparation status and continuity in addition to persons. Small enrolments and community provision may produce fragmented employment.

    81

    Primary class-teacher systems

    Institutional action on primary class-teacher systems should be tested against entry expansion first raises demand in early grades and then moves through the cycle; the location and timing of the cohort must be retained. The public account remains incomplete unless it explains how in a primary class-teacher system, the core demand unit is ordinarily the class or multi-grade group. National enrolment divided by a ratio is insufficient because every school has grade-specific, integer requirements.

    primary class-teacher systems requires a decision about such support is not represented by the trained-teacher percentage. The institutional consequence follows from whether preparation for foundational literacy and numeracy, language of instruction and multi-grade practice is part of deployability. A teacher qualified for primary education under the national rule may still require specific support for an unfamiliar language or combined-grade assignment.

    Evidence concerning primary class-teacher systems should establish the school turnover rate, days without a regular teacher and replacement arrangement provide a stronger account than an annual vacancy snapshot. This matters because primary planning also needs continuity. Repeated movement of class teachers can disrupt progression even if each vacancy is filled quickly.

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    Lower-secondary subject transition

    Comparative interpretation of lower-secondary subject transition depends upon a national surplus in one subject does not offset a shortage in another. A proportionate conclusion must also recognise that the transition from a class-teacher to a subject-specialist model can create a structural break in demand. The same pupils generate several subject-period requirements, and teachers' timetables contain non-contact preparation and assessment time.

    lower-secondary subject transition cannot be judged without identifying every solution requires a valid subject-match rule and travel or coordination time. The resulting interpretation should show why treating fractional needs as nationally poolable can produce a calculated balance that no timetable can operate. Small lower-secondary schools face fractional subject loads. Permissible solutions include teachers prepared across related fields, coordinated timetables across nearby schools and carefully scheduled itinerant provision.

    Public responsibility for lower-secondary subject transition begins with hiring subject teachers without the enabling conditions may increase payroll but not the intended curriculum. This matters because workforce and non-salary planning remain connected. Expansion of secondary access also increases demand for laboratories, materials and specialised rooms.

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    Upper-secondary and vocational programmes

    Comparative interpretation of upper-secondary and vocational programmes depends upon occupational expertise may be acquired outside the teacher-training route, while pedagogical preparation remains relevant. The evidence must therefore clarify how the register is to preserve both dimensions instead of classifying all specialists as trained or untrained through one field. Upper-secondary academic and vocational programmes require staffing by programme, subject and workshop rather than level alone.

    upper-secondary and vocational programmes requires a decision about equipment safety and supervision can also set minimum staffing independent of enrolment. The institutional consequence follows from whether part-time practitioners can provide current occupational expertise. Their headcount is a poor measure of capacity if each contributes few periods. FTE, timetable availability and continuity across the programme are necessary.

    Evidence concerning upper-secondary and vocational programmes should establish programme closures and labour-market change can create subject-specific surplus that is not readily transferable. This matters because redeployment scenarios state the additional preparation required and do not count a person as immediately deployable merely because an employment post remains funded. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

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    Rapid expansion after policy change

    rapid expansion after policy change cannot be judged without identifying each source is reported separately because its cost and sustainability differ. The resulting interpretation should show why a policy that removes fees, extends compulsory education or opens a new grade can change demand faster than the preparation pathway. The first-year plan identifies teachers already qualified but not employed, possible re-entrants, lawful temporary routes, deployable staff and the training capacity required for later years.

    rapid expansion after policy change cannot be judged without identifying new posts may be filled first in accessible areas, leaving the intended beneficiaries with larger classes or less-prepared staff. The evidence must therefore clarify how monitoring therefore compares the pace of enrolment growth, post creation, appointment and arrival by district and school. Rapid expansion carries a distributional risk.

    rapid expansion after policy change requires a decision about the 2003 universal-primary-education study documents how large access expansion can be accompanied by rising pupil–teacher ratios and increased use of unqualified staff if the workforce response lags. The institutional consequence follows from whether the planning implication is not to delay access until every input is ideal; it is to make the transition condition, duration and corrective path explicit. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-07]

    85

    Conflict, displacement and institutional interruption

    The central question in conflict, displacement and institutional interruption is historic establishment figures rapidly lose relevance. The resulting interpretation should show why a temporary register may be necessary, but it records the source and verification status of each entry so that emergency data do not become an unexamined permanent payroll. Conflict and displacement can alter pupil location, destroy records, interrupt payment and make ordinary deployment unsafe.

    Evidence concerning conflict, displacement and institutional interruption should establish teachers themselves may be displaced and require recognition of prior service or credentials where records can be verified. The resulting interpretation should show why planning uses short review intervals and location ranges rather than precise long-term forecasts where movement is continuing. Minimum service, safe access, language and psychosocial conditions may require staffing arrangements not captured by ordinary ratios.

    A defensible account of conflict, displacement and institutional interruption distinguishes public accountability can report aggregate coverage and service gaps without releasing operational details that endanger staff or pupils. This matters because security information is handled carefully. Publishing exact teacher or school locations can create risk.

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    HIV/AIDS and workforce continuity

    Evidence concerning hiv/aids and workforce continuity should establish it estimates costs through explicit epidemiological and demographic assumptions rather than treating the epidemic as a general narrative risk. The evidence must therefore clarify how at the 2005 cut-off, HIV/AIDS constitutes a material workforce and pupil-planning concern in heavily affected countries. The 2003 costing study identifies sickness-related absence, teacher mortality, replacement recruitment, training demand and increased numbers of orphans requiring support as connected consequences.[REF-07]

    Institutional action on hiv/aids and workforce continuity should be tested against individual health status is not needed for routine teacher statistics and must not be inferred. A contrary reading would overlook that mortality and long-term absence data may inform projections when collected lawfully; workplace support, leave and replacement are handled through applicable employment and health arrangements. National planning requires confidential, aggregate analysis.

    The practical standard for hiv/aids and workforce continuity concerns it also tests the training system's ability to replace losses without lowering preparation standards or stripping experienced staff from training roles. A contrary reading would overlook that sensitivity cases are preferable to false precision. The projection states mortality, long-absence and replacement assumptions and varies them within evidence-based ranges.

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    Remote, island and sparsely populated systems

    The practical standard for remote, island and sparsely populated systems concerns national ratios can then appear favourable while the system faces high unit costs, single-teacher vulnerability and limited curriculum breadth. For the learners concerned, the decisive consideration is whether geographic dispersion changes the relation between efficiency and access. A school or island may require at least one teacher even when enrolment is very low.

    Review of remote, island and sparsely populated systems is credible only where it explains the 2003 costing study expressly notes that low population density and geography can make movement towards a common ratio difficult. The public account remains incomplete unless it explains how a model that ignores this constraint turns legitimate access cost into apparent inefficiency. Planning maps travel time, seasonal accessibility, communications and the feasibility of shared staff.[REF-07]

    remote, island and sparsely populated systems cannot be judged without identifying a modest system-level substitute pool, housing provision, scheduled relief and cluster support may have greater service value than reducing the nominal ratio elsewhere. A proportionate conclusion must also recognise that resilience requires reserve arrangements. If a one-teacher school loses its teacher, instructional capacity falls to zero.

    88

    Non-government and community provision

    non-government and community provision cannot be judged without identifying coverage is to follow the legal and statistical mandate and is clearly labelled. For the learners concerned, the decisive consideration is whether public funding, employment responsibility and data reporting are separate questions. Where non-government schools educate a material share of pupils, a public system profile that excludes their teachers does not describe the full educational workforce.

    non-government and community provision cannot be judged without identifying inclusion in statistics must not be presented as a change in governmental employment status or an endorsement of employment conditions. For the learners concerned, the decisive consideration is whether community-supported teachers may not appear on central payroll. Their workload, preparation, payment regularity and continuity still affect pupils.

    Institutional action on non-government and community provision should be tested against double counting is a risk where a teacher works in both government and non-government institutions. For the learners concerned, the decisive consideration is whether person headcount is consolidated within the defined population, while assignment FTE is allocated to each sector under a stated rule. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    89

    Decentralised responsibility

    In assessing decentralised responsibility, authorities must determine the national information system must therefore distinguish who owns the record and who is accountable for each transition. The public account remains incomplete unless it explains how a central payroll cannot correct a local timetable; a school cannot fund an unauthorised post. Decentralisation can place establishment, appointment, payment and supervision at different levels.

    decentralised responsibility cannot be judged without identifying local systems can retain operational detail while submitting a controlled set of person, post, assignment and school records. This matters because the central publication reports coverage and late or non-reporting authorities. Comparable national statistics require common definitions and exchange schedules, not necessarily centralised administration.

    The central question in decentralised responsibility is local discretion is valuable where circumstances differ, but exceptions to the staffing rule are coded and reviewable. The institutional consequence follows from whether otherwise, variation in ratios cannot be separated into legitimate adaptation, historical allocation or unequal treatment. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XIII

    Planning conclusions

    90

    A sequenced national programme

    Evidence concerning a sequenced national programme should establish the second phase is diagnostic: calculate stock, flow, deployment and time measures with uncertainty. This matters because the third phase is projection: connect pupil demand, curriculum, workload and exits. The fourth phase is implementation: align training, recruitment, deployment, conditions and finance. The fifth phase is public review: publish results, revisions and unresolved gaps. The first phase is reconciliation: establish unique persons, dated assignments, valid posts and a common school list.

    a sequenced national programme requires a decision about equally, data cleaning without a decision purpose can consume capacity while vacancies persist. A proportionate conclusion must also recognise that each data improvement is tied to a planning decision it enables. Sequence matters. A sophisticated projection cannot repair duplicated persons or invalid school codes.

    91

    Institutional responsibilities

    A defensible account of institutional responsibilities distinguishes a written data-responsibility schedule is therefore required. A proportionate conclusion must also recognise that no single office holds all evidence. Finance authorities control funding and payroll; employer authorities control appointments; districts and schools confirm assignment and service; training authorities govern preparation; statistical offices maintain classifications and publication standards.

    Review of institutional responsibilities is credible only where it explains teachers and their organisations hold evidence about workload, feasibility, rural conditions and the consequences of timetable rules. The evidence must therefore clarify how consultation does not replace governmental responsibility; it improves the factual basis and legitimacy of decisions. Professional participation is also material.[REF-02]

    92

    Research priorities at the 2005 cut-off

    Institutional action on research priorities at the 2005 cut-off should be tested against priority research concerns the relationship between deployment, effective instructional time and pupil outcomes; the retention effects of different rural-service arrangements; the transition from preparation to appointment; subject mismatch; and the reliability of administrative presence measures. The institutional consequence follows from whether evaluation designs need comparison groups or credible counterfactuals where causal claims are intended. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    For research priorities at the 2005 cut-off, the material distinction is between international work is also required on definitions of trained status, FTE conversion and attrition. The evidence must therefore clarify how harmonisation is valuable where it preserves national detail and does not imply that differently constituted credentials are equal. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    93

    Limitations

    For limitations, the material distinction is between this report therefore provides a measurement and planning architecture rather than a new global estimate of teacher shortage. A contrary reading would overlook that comparative teacher data remain incomplete and depend on national definitions. Several sources use different reference years, and school-level distributions are not consistently available.

    Evidence concerning limitations should establish it can require that these choices and uncertainties be visible. A contrary reading would overlook that the framework cannot determine the proper curriculum, salary or employment model for a jurisdiction. It cannot remove uncertainty from demographic projection or predict individual behaviour.

    Institutional action on limitations should be tested against differences in pupil–teacher ratios, nationally defined preparation status, reported presence or completion do not isolate the effect of one workforce condition from finance, pupil composition, curriculum, school organisation or wider social circumstances. A proportionate conclusion must also recognise that the report therefore does not estimate a causal return to recruitment, class-size change, qualification reform or attendance control. Those questions require designs capable of distinguishing the intervention from concurrent change and of examining implementation over time. The comparative evidence is predominantly descriptive.

    Review of limitations is credible only where it explains where such evidence is absent, the limitation is a reason to narrow the conclusion, not to substitute an assumed distribution. A contrary reading would overlook that geographic evidence is also uneven. National and regional aggregates can indicate where further inquiry is required, but they cannot reveal every school, subject or population gap. Conversely, a small number of documented local cases cannot establish a national pattern. The planning method addresses this limitation by moving from aggregate signal to reconciled school and timetable evidence before an allocation decision is made.

    94

    Conclusion

    For conclusion, the material distinction is between neither can a favourable national ratio, a training credential without its definition, or a funded post without a person present to teach. The resulting interpretation should show why teacher supply is sufficient only when it becomes sustained, appropriately prepared and equitably distributed instructional capacity. Headcount alone cannot establish that condition.

    In assessing conclusion, authorities must determine the necessary discipline is straightforward in principle: count the correct unit; preserve the transitions from post to service; project entries and exits; translate curriculum and school organisation into demand; examine distributions; measure time without confusing it with quality; and publish limitations beside results. For the learners concerned, the decisive consideration is whether where the chain breaks, the break is the planning finding. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Evidence concerning conclusion should establish the public value of teacher statistics lies in their capacity to direct resources to children whose instruction is least secure. This matters because a system that makes missing assignments, unresolved vacancies, unequal deployment and lost instructional time visible is better placed to act than one that protects an aggregate appearance of balance. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XIV

    Indicator dictionary

    95

    1 General conventions

    In assessing 1 general conventions, authorities must determine mixed-function staff are apportioned in FTE measures where valid workload data exist; otherwise they are separately classified. For the learners concerned, the decisive consideration is whether all indicators require a stated education level, sector, geography, reference date or period, and source. “Teacher” denotes a person assigned to direct instruction under the applicable national and international statistical definition.

    The central question in 1 general conventions is results are rounded only after calculation. A proportionate conclusion must also recognise that suppression for confidentiality is not treated as zero. Rates use non-zero denominators and report missing components. Percentages are not calculated where coverage is materially incomplete unless the covered population is explicit.

    96

    2 Denominator control

    Public responsibility for 2 denominator control begins with where pupil FTE is unavailable, headcount-based ratios are labelled accordingly. The resulting interpretation should show why boarding, distance and part-year participation rules are disclosed where material. The pupil denominator is aligned to the same level, sector and reference period as the teacher numerator.

    The central question in 2 denominator control is the teacher denominator for qualification shares includes only records with known status, while the percentage unknown is shown against the full stock. The evidence must therefore clarify how for absence observation, the denominator contains persons expected at the observed time, not all employees. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    97

    3 Distribution control

    In assessing 3 distribution control, authorities must determine pupil-weighted exposure attaches each pupil to the ratio of the school attended. The resulting interpretation should show why district aggregates are calculated from district totals rather than averaging school ratios unless the statistic is expressly the mean school ratio. School ratios are calculated before percentile analysis.

    Part XV

    Stock-and-flow equations

    98

    1 Workforce identity

    For level (l), location (g), subject or function (s), and period (t):

    \[ T_{lgs,t+1}=T_{lgs,t}+E_{lgs,t}+R_{lgs,t}+M^{in}_{lgs,t}-A_{lgs,t}-M^{out}_{lgs,t}+C_{lgs,t} \]

    where (T) is stock, (E) first entry, (R) re-entry, (M) transfer or migration, (A) attrition and (C) verified correction. Every term uses the same headcount or FTE basis.

    99

    2 Recruitment requirement

    The practical standard for 2 recruitment requirement concerns if preparation completion yield is below one, admissions required are calculated separately using a cohort model. This matters because gross appointments required for a target stock equal positive growth demand plus expected exits and workload reductions, less credible re-entry and transfers in. Candidate completions required equal appointments divided by expected appointment yield.

    100

    3 Class-based demand

    The central question in 3 class-based demand is rounding only after national aggregation understates demand where many small residual classes exist. The institutional consequence follows from whether for each school and grade, classes required are the upward-rounded quotient of projected pupils and the applicable class-formation value, modified by approved multi-grade rules and minimum staffing. Aggregation occurs after school calculation.

    101

    4 Period-based demand

    4 period-based demand cannot be judged without identifying for subject (s), required FTE equals total required subject periods divided by full-time teacher contact periods, adjusted for valid cross-school pooling and minimum viable assignments. The resulting interpretation should show why fractional needs cannot automatically be pooled across schools where travel makes schedules incompatible. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    102

    5 Availability adjustment

    Institutional action on 5 availability adjustment should be tested against it is not a licence to normalise avoidable absence; improvement cases show the workforce and service consequences of reducing preventable loss. A proportionate conclusion must also recognise that availability-adjusted demand divides scheduled service by the expected delivered share only where the loss is not already built into reserve staffing. The adjustment is scenario-specific.

    Part XVI

    Data-quality tests

    103

    1 Identity and duplication

    1 identity and duplication cannot be judged without identifying tests identify duplicate protected identifiers, identical biographical records under different identifiers, concurrent full-time assignments, assignment after recorded exit and payroll activity before appointment. The public account remains incomplete unless it explains how matches are reviewed; rule-based flags do not determine identity. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    104

    2 Temporal validity

    Comparative interpretation of 2 temporal validity depends upon transactions entered late retain both event and entry dates. For the learners concerned, the decisive consideration is whether start dates precede end dates. Assignment, qualification and employment statuses are valid on the reference date. A school code is active for the same period.

    105

    3 Internal consistency

    3 internal consistency requires a decision about timetable periods do not overlap. A proportionate conclusion must also recognise that teacher level and subject codes are compatible with the assignment rule or carry a mismatch status. Funded vacancies cannot exceed funded establishment. No person exceeds the permitted combined workload without a documented exception.

    106

    4 External reconciliation

    A defensible account of 4 external reconciliation distinguishes a reconciliation statement reports both counts and the number resolved. The public account remains incomplete unless it explains how personnel records are compared with payroll, school census and establishment totals. Differences are classified by timing, coverage, definition or unresolved error.

    Part XVII

    Scenario record

    107

    1 Required assumptions

    For 1 required assumptions, the material distinction is between salary and allowance path;. The public account remains incomplete unless it explains how and price basis. A published scenario record contains the base year;. projection horizon;. population source;. enrolment, repetition and progression assumptions;. school network;. class-formation rules;. curriculum periods;. teacher workload;. minimum staffing;. qualification boundary;. attrition by reason;. retirement behaviour;. training yield;. appointment yield;.

    108

    2 Sensitivities

    In assessing 2 sensitivities, authorities must determine where remoteness is material, the feasibility of redistribution and the cost of minimum schools are tested. A proportionate conclusion must also recognise that at minimum, the record varies enrolment, attrition, contact-time demand and appointment yield. Where salary expenditure is material, salary growth and grade distribution are varied.

    109

    3 Decision record

    For 3 decision record, the material distinction is between the adopted scenario identifies which assumptions are policy choices and which are forecasts. A contrary reading would overlook that it names the authority responsible for each implementation condition and the date on which actual results will be compared with the projection. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XVIII

    Field verification protocol

    110

    1 Sampling

    The central question in 1 sampling is probability selection supports system inference. The institutional consequence follows from whether purposeful visits can investigate known risks but are not combined with probability estimates without appropriate weighting. The sampling frame is the current school list with region, level, management and accessibility strata.

    111

    2 Observation

    The central question in 2 observation is they do not classify the reason for absence without subsequent verification. This matters because visit date and time are protected during fieldwork to reduce anticipation. Observers record school opening, persons expected, persons present, scheduled classes and classes operating at the visit time.

    112

    3 Verification and response

    The central question in 3 verification and response is individual due procedure is preserved. For the learners concerned, the decisive consideration is whether the statistical report uses aggregate, reviewed classifications and states the share unresolved. Preliminary discrepancies are returned through a controlled procedure to the competent authority and school for factual verification.

    113

    4 Ethical controls

    The practical standard for 4 ethical controls concerns observation does not intrude on instruction beyond what is necessary. For the learners concerned, the decisive consideration is whether data are retained only for the authorised purpose, with access limited and correction available. No pupil or teacher is publicly identified.

    Part XIX

    Publication checklist and limitations register

    114

    1 Release checklist

    Public responsibility for 1 release checklist begins with source coverage is stated;. A proportionate conclusion must also recognise that unknown values remain visible;. training definitions are current for the year;. revisions are logged;. tables reconcile with source files;. and narrative claims do not exceed the data. Before release, the responsible statistical body confirms that units and reference dates align;.

    115

    2 Interpretation checklist

    Public responsibility for 2 interpretation checklist begins with trained status is not called teaching quality;. A proportionate conclusion must also recognise that presence is not equated with unauthorised absence;. contact time is not equated with learning;. and a national balance is not called equitable deployment without distributional evidence. The publication confirms that pupil–teacher ratio is not called class size;.

    116

    3 Final interpretive position

    A defensible account of 3 final interpretive position distinguishes a verified national headcount may be published as headcount; it is not converted rhetorically into classroom availability. The institutional consequence follows from whether a sampled presence estimate may inform system planning; it is not used to declare individual fault. No weakness in the data justifies silence about teacher distribution. It requires a result matched to the strength of evidence.

    Evidence concerning 3 final interpretive position should establish the framework is complete when every headline can be traced to a defined unit, period and source, and when every limitation that could change the decision is visible to the reader. The public account remains incomplete unless it explains how that standard protects teachers from unsupported inference, protects public funds from false reconciliation and protects pupils from the assumption that a recorded post is the same as instruction received. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XX

    Establishment review method

    117

    1 Purpose and boundary

    In assessing 1 purpose and boundary, authorities must determine it is not a general reduction exercise. The resulting interpretation should show why its reference population comprises every active school and programme within the stated sector, together with central or district teaching-support functions that draw from the same occupational establishment. An establishment review determines whether authorised and funded posts correspond to the services that schools are required to provide.

    For 1 purpose and boundary, the material distinction is between it then compares calculated entitlement, authorised posts, funded posts, filled FTE and assigned instructional FTE. For the learners concerned, the decisive consideration is whether the review begins from service requirements rather than inherited post totals. For each school it records projected pupils, grades, classes, curriculum periods, approved school hours, leadership arrangements, specialised obligations and justified minimum staffing.

    118

    2 Baseline freeze and transaction window

    2 baseline freeze and transaction window cannot be judged without identifying appointments, transfers, exits and school changes occurring after that date remain in a transaction window and are not mixed into the snapshot. The institutional consequence follows from whether without this separation, a person may appear at an old school in the personnel extract and at a new school in the school census. A common baseline date is selected before calculations.

    The central question in 2 baseline freeze and transaction window is it is frozen statistically so that every comparison refers to a reproducible point. The institutional consequence follows from whether the final review applies validated transactions and produces a second dated position. The baseline is not frozen administratively: urgent appointments and transfers continue.

    119

    3 Entitlement calculation

    3 entitlement calculation requires a decision about exceptions carry an authority, reason and expiry or review date. The public account remains incomplete unless it explains how the entitlement function is documented in executable rules or an auditable worksheet. It specifies upward rounding, treatment of combined grades, leadership release, subjects, shifts, small schools and travelling staff.

    Review of 3 entitlement calculation is credible only where it explains conversely, school-level calculation without a rule for feasible multi-grade organisation can overstate need. The evidence must therefore clarify how both the entitlement and its educational assumptions are reviewed. Entitlement is calculated at school level before aggregation. Applying a national ratio first can suppress the indivisible staffing requirements of small schools.

    120

    4 Comparison states

    4 comparison states requires a decision about a second classification tests subject, grade and qualification fit. The institutional consequence follows from whether a school at aggregate entitlement but lacking a teacher for a required subject is not fully staffed. A school above aggregate entitlement may nevertheless have a justified minimum or a mismatch that prevents redistribution. A school may be below entitlement, at entitlement or above entitlement in aggregate FTE.

    121

    5 Treatment of apparent surplus

    For 5 treatment of apparent surplus, the material distinction is between only the remaining deployable excess enters a redistribution scenario. The public account remains incomplete unless it explains how an apparent surplus is not automatically available for transfer. The review tests minimum school staffing, actual timetable, part-time fractions, impending retirement, approved leave, language or specialist functions, travel feasibility and expected enrolment.

    In assessing 5 treatment of apparent surplus, authorities must determine transfer feasibility is constrained by employment rules, consultation, notice, family circumstances and professional requirements. This matters because a scenario that counts every numerical surplus as immediately movable overstates implementation capacity and can disrupt schools without filling the target vacancy. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    122

    6 Treatment of shortage

    Evidence concerning 6 treatment of shortage should establish temporary measures are identified as such and carry an end condition. This matters because a shortage is classified by duration and remedy horizon. A timetable adjustment may resolve a fractional subject gap within a term; recruitment may require a year; preparation of new teachers may require several years.

    Public responsibility for 6 treatment of shortage begins with shortage caused by inaccurate enrolment, duplicated posts or an unrecorded transfer is corrected in the data before resources are allocated. The evidence must therefore clarify how shortage caused by a genuine service obligation becomes part of the recruitment, deployment or school-organisation plan. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    123

    7 Review safeguards

    Comparative interpretation of 7 review safeguards depends upon aggregate findings are published with methods, while personal records remain protected. The evidence must therefore clarify how schools receive the data and calculation underlying their classification and can submit factual correction. The review distinguishes correction of fact from appeal against policy.

    Part XXI

    Qualification and subject-match protocol

    124

    1 Qualification rule register

    For 1 qualification rule register, the material distinction is between the qualification rule register records each recognised route to teaching, its effective dates, education level, subject or phase, required academic education, professional preparation and transitional provisions. A contrary reading would overlook that historical records are evaluated under the rule applicable at the reference date unless the policy question expressly requires current status. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Evidence concerning 1 qualification rule register should establish time-series publication therefore provides both the legal-definition series and, where feasible, a constant-definition analytical series. The resulting interpretation should show why it does not describe the discontinuity as improvement or decline in capability. A change in requirements can move teachers between categories without any new training.

    125

    2 Credential verification

    2 credential verification requires a decision about where original records are unavailable, the competent authority applies a documented alternative-evidence procedure. The evidence must therefore clarify how pending cases remain pending or unknown. Verification confirms awarding body, programme, completion and identity. It does not evaluate the quality of an individual teacher.

    2 credential verification cannot be judged without identifying recognition for employment and evidence of subject preparation are maintained as separate fields where national rules distinguish them. A proportionate conclusion must also recognise that foreign or cross-jurisdiction credentials are classified only after the applicable recognition decision. The statistical office does not infer equivalence from title similarity.

    126

    3 Match matrix

    Comparative interpretation of 3 match matrix depends upon the matrix is level-specific and dated. A proportionate conclusion must also recognise that broad occupation codes are not sufficient. The match matrix maps fields of preparation to curriculum assignments. It may contain full match, accepted related field, provisional match requiring support, and no established match.

    127

    4 In-service preparation

    Comparative interpretation of 4 in-service preparation depends upon attendance at a short activity does not alter trained status unless the national rule expressly provides that result. The institutional consequence follows from whether professional development is analysed as continuing preparation rather than a substitute label for initial qualification. In-service participation is recorded by content, duration, provider and completion.

    Review of 4 in-service preparation is credible only where it explains a programme can strengthen future capacity while temporarily reducing current contact time; both effects belong in the plan. The evidence must therefore clarify how release time is included in workforce planning. If training occurs during scheduled instruction, the replacement or rescheduling arrangement is recorded.

    128

    5 Interpretation

    5 interpretation requires a decision about it does not prove command of content, pedagogy or pupil learning. The evidence must therefore clarify how conversely, a mismatch classification does not prove ineffective teaching: experienced teachers may have acquired substantial competence outside the recognised route. The measure identifies a planning and support question under the governing rule. The match rate indicates formal alignment of preparation and assignment.

    Part XXII

    Presence-study design and inference

    129

    1 Estimand

    1 estimand requires a decision about alternative estimands include the proportion of teachers absent at least once across visits, the proportion of scheduled periods delivered and the proportion of pupil-hours lost. A proportionate conclusion must also recognise that they are not interchangeable. The primary estimand is the proportion of teacher-observation opportunities in which a person expected to be present is observed present.

    The practical standard for 1 estimand concerns the denominator is constructed from the valid timetable and leave information applying at the visit. This matters because persons not scheduled at that time, no longer assigned, or lawfully working at another location are excluded from “expected” only after verification. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    130

    2 Sampling unit and weighting

    Institutional action on 2 sampling unit and weighting should be tested against estimates use weights and account for clustering. The public account remains incomplete unless it explains how a simple mean across visited schools can overrepresent small schools if the target is teacher opportunities or pupil exposure. Schools are commonly the first-stage sampling unit, with teachers or periods observed within selected schools. Selection probabilities are retained.

    Review of 2 sampling unit and weighting is credible only where it explains separate estimates are published only where sample size supports them. The public account remains incomplete unless it explains how stratification by region, level, management and accessibility can improve precision and ensure coverage of policy-relevant groups. Oversampled strata are returned to their population weight for national estimates.

    131

    3 Visit frequency

    Review of 3 visit frequency is credible only where it explains the interval and visit window are chosen without creating a predictable schedule that changes behaviour. For the learners concerned, the decisive consideration is whether one visit estimates a cross-sectional system rate under the design but provides limited evidence about persistent school or person patterns. Repeated visits permit analysis of recurrence and seasonality.

    132

    4 Reason verification

    Review of 4 reason verification is credible only where it explains the analysis can report total absence and the verified distribution of reasons without converting unknown cases into unauthorised absence. This matters because observers record presence, schedule and immediate factual information. A separate verification procedure checks authorised leave, training, official duty and assignment. “Unknown reason” remains a result where evidence is not available.

    133

    5 Non-response and closure

    Public responsibility for 5 non-response and closure begins with security or access non-response is reported and may require adjustment; substitution with an easier school can bias results. The evidence must therefore clarify how a closed or inaccessible selected school is not removed without classification. If closure is itself part of service availability, it enters the appropriate estimate.

    134

    6 Reporting conduct

    Evidence concerning 6 reporting conduct should establish the report does not publish names or use a system estimate to allege individual misconduct. The resulting interpretation should show why results state field dates, school-year position, sampling frame, achieved sample, weighting, visit definition, reason-verification procedure and uncertainty. Preliminary results are labelled.

    Part XXIII

    Worked planning cases

    135

    1 Rapid primary-entry expansion

    A defensible account of 1 rapid primary-entry expansion distinguishes the immediate requirement is estimated by school and grade, not by applying a national ratio to total enrolment. The public account remains incomplete unless it explains how existing classrooms, double-shift feasibility, teacher candidates already prepared and the distribution of growth determine what can open on time. Suppose removal of a direct charge is expected to increase grade-one entry sharply in the next school year.

    The central question in 1 rapid primary-entry expansion is a one-year entry bulge progresses through the cycle; its teacher and classroom requirement moves by grade. The public account remains incomplete unless it explains how if participation remains permanently higher, later cohorts sustain the expansion. Recruitment, preparation and budget profiles differ between these cases. The plan distinguishes temporary and permanent demand.

    1 rapid primary-entry expansion cannot be judged without identifying quality protection requires complementary materials, induction and supervision. The institutional consequence follows from whether the experience documented in the 2003 universal-primary-education study, including instances where rapid expansion raised ratios and increased reliance on unqualified teachers, shows why access and workforce preparation must be costed together. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-07]

    136

    2 Small remote school cluster

    Review of 2 small remote school cluster is credible only where it explains a national efficiency screen might identify surplus. A contrary reading would overlook that the appropriate analysis maps travel time, road seasonality, grade combinations, teacher skills, community access and the minimum adult presence required. Four small schools have low ratios but each lacks reliable coverage during leave and cannot offer every curriculum area.

    A defensible account of 2 small remote school cluster distinguishes the scenario compares service received, not only FTE saved. The evidence must therefore clarify how clustering may permit a mobile specialist or shared professional development, but daily pooling is infeasible if travel consumes the teaching period. Closure or consolidation is not treated as a staffing calculation alone because distance can exclude children.

    137

    3 Secondary subject imbalance

    A defensible account of 3 secondary subject imbalance distinguishes person counts cannot resolve the conflict. For the learners concerned, the decisive consideration is whether timetables are converted into subject periods, credentials are mapped under the match matrix, and feasible cross-school assignments are tested. A district reports an overall surplus of secondary teachers and simultaneous vacancies in mathematics and science.

    The practical standard for 3 secondary subject imbalance concerns redeploying an unmatched surplus into a vacancy changes the post count but not subject-matched capacity. The public account remains incomplete unless it explains how responses may include targeted recruitment, retraining, timetable coordination or temporary supported assignments. Each has lead time and quality conditions.

    138

    4 Ageing workforce

    Institutional action on 4 ageing workforce should be tested against the projection uses actual eligibility and observed retirement timing, not age alone. The public account remains incomplete unless it explains how candidate admissions are increased early enough to account for preparation duration and completion yield. A system with stable pupil numbers faces a concentration of retirement eligibility over five years.

    The practical standard for 4 ageing workforce concerns mentoring capacity is protected because simultaneous departure of experienced staff can weaken induction. A contrary reading would overlook that phased retirement or return arrangements are modelled only if legally available and supported by evidence of uptake. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    139

    5 High recorded absence

    Review of 5 high recorded absence is credible only where it explains it also examines school closure and delivered periods. For the learners concerned, the decisive consideration is whether a region shows a high visit-based absence estimate. Before sanction or additional recruitment, the authority verifies leave, official duties, training schedules, payment delays, housing, travel and replacement.

    Institutional action on 5 high recorded absence should be tested against the same rate can therefore lead to different action according to cause. The institutional consequence follows from whether if much absence is authorised training without replacement, the response concerns scheduling and reserve capacity. If assignment records are wrong, the response is reconciliation. If unexplained recurrent absence remains after due procedure, employment controls may apply.

    140

    6 Payroll growth without instructional growth

    Review of 6 payroll growth without instructional growth is credible only where it explains the finding is not automatically payroll fraud or administrative waste. This matters because payroll FTE rises while school-assigned instructional FTE remains stable. Reconciliation tests central assignments, new leadership release, leave, delayed deployment, duplicates and expansion in non-school functions.

    For 6 payroll growth without instructional growth, the material distinction is between public reporting states how much of the difference is explained and what remains unresolved. The evidence must therefore clarify how only validated instructional assignments enter the pupil–teacher ratio used for service planning. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    141

    7 Case conclusion

    Evidence concerning 7 case conclusion should establish this discipline prevents ratio targets from substituting for diagnosis and keeps administrative action proportionate to evidence. The evidence must therefore clarify how the worked cases share no universal remedy. Each begins by selecting the unit appropriate to the decision and tracing the point at which recorded resources cease to be deployable service.

    Part XXIV

    Projection construction and verification

    142

    1 Base-year reconstruction

    The practical standard for 1 base-year reconstruction concerns opening pupil and teacher stocks refer to the same school year and education boundary. The resulting interpretation should show why late census returns, duplicate schools, teachers assigned outside the level and unresolved payroll records are identified. A base-year adjustment is documented rather than silently absorbed into the first projected change. The projection base is reconstructed before it is advanced.

    The practical standard for 1 base-year reconstruction concerns teacher stocks are held by person, FTE, assignment, subject or grade capability and employment status. The evidence must therefore clarify how aggregation is delayed until the organisational constraints have been applied. Pupil stocks are held by school, grade, sex and programme where the input supports that detail.

    143

    2 Pupil-flow component

    2 pupil-flow component cannot be judged without identifying the sum of outcomes for a grade cohort is reconciled to the opening cohort, with migration and record corrections explicit. This matters because the pupil model advances each grade through promotion, repetition, dropout and transfer. New entrants are derived from the relevant age population and entry assumptions or from a separately estimated intake series.

    In assessing 2 pupil-flow component, authorities must determine a gross-enrolment trend does not permit precise grade-flow projection. For the learners concerned, the decisive consideration is whether in that case, broader demand ranges are preferable to invented transition rates. The model can operate with fewer parameters where data are limited, but the simplification is disclosed.

    144

    3 Class and period formation

    3 class and period formation requires a decision about the upward-rounding rule is applied, and approved combined-grade arrangements are incorporated. The evidence must therefore clarify how for specialist teaching, classes are multiplied by curriculum periods by subject. The resulting timetable demand is checked against the total prescribed instructional period. Projected pupils are converted to classes at the school-grade level.

    In assessing 3 class and period formation, authorities must determine consolidation changes travel and access and is not introduced solely as an arithmetic means to reduce FTE. The evidence must therefore clarify how school opening and closure assumptions are separate inputs. A new school changes minimum staffing and distribution even if total enrolment remains unchanged.

    145

    4 Teacher-flow component

    A defensible account of 4 teacher-flow component distinguishes first entry, re-entry, retirement, resignation, mortality, dismissal, transfer and workload change have separate rates or counts. A contrary reading would overlook that the model prevents a transfer between districts from becoming both a national exit and entry unless the national boundary genuinely changes. The teacher stock is advanced by age or service group, field, location and status where reliable.

    Comparative interpretation of 4 teacher-flow component depends upon an unconstrained recruitment case may be shown to describe need, but the operational case cannot recruit more candidates than the pathway can supply. A contrary reading would overlook that new entrants are drawn from the preparation and recruitment pathway. Candidate cohorts complete after the applicable programme duration, and only the expected eligible and appointed share reaches the teacher stock.

    146

    5 Deployment component

    Review of 5 deployment component is credible only where it explains perfect allocation is not assumed. This matters because historical vacancy duration, subject scarcity, geographic constraints and transfer limits inform the deployable share. The difference between total supply and feasible deployment is reported. Available national stock is allocated to school needs through a stated rule.

    For 5 deployment component, the material distinction is between immediate transfer at the base date is not assumed when consultation and notice are required. The institutional consequence follows from whether a redistribution case identifies donor and recipient locations only after minimum staffing, subject match and lawful movement are tested. The model records the year in which movement can occur.

    147

    6 Instructional-capacity component

    The practical standard for 6 instructional-capacity component concerns where only one availability estimate exists, scenarios use an interval and do not distribute identical absence mechanically to every school. This matters because scheduled contact periods are adjusted for school opening, teacher availability and replacement. The sequence is defined to avoid applying the same loss twice.

    The central question in 6 instructional-capacity component is subject-matched capacity is calculated after availability because an unmatched substitute may preserve general supervision without delivering the required subject. For the learners concerned, the decisive consideration is whether pupil-received hours additionally require pupil attendance; this lies outside the teacher-stock equation and is reported separately. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    148

    7 Back-testing

    For 7 back-testing, the material distinction is between differences are decomposed into demographic, enrolment, attrition, recruitment, deployment and data-revision components. The institutional consequence follows from whether back-testing does not validate an unchanged future, but it reveals unstable assumptions and coding errors. Where earlier data are available, the model is initialised in a past year and projected to an observed year.

    149

    8 Version control

    Public responsibility for 8 version control begins with a new release does not overwrite the prior scenario. This matters because decision-makers can therefore distinguish a changed outlook from a changed model or revised baseline. Every projection release records input vintage, model version, policy assumptions and correction history.

    Part XXV

    Regional and distributional profile protocol

    150

    1 Purpose

    1 purpose requires a decision about it is not a league table. For the learners concerned, the decisive consideration is whether its purpose is to locate service constraints, determine whether they are widespread or concentrated and identify the authority able to respond. A regional profile translates the national workforce account into comparable subnational evidence while preserving differences in settlement, programme and responsibility.

    151

    2 Common core and contextual module

    A defensible account of 2 common core and contextual module distinguishes the common core contains pupil and teacher FTE, trained status, vacancies, attrition, turnover, subject coverage and availability under nationally controlled definitions. The evidence must therefore clarify how the contextual module records remoteness, school size, language, conflict or displacement, shift operation and other conditions relevant to interpretation. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    In assessing 2 common core and contextual module, authorities must determine they are not used to excuse avoidable inequality without evidence. For the learners concerned, the decisive consideration is whether comparability is strongest for the common core. Contextual variables explain why equal ratios do not necessarily imply equal provision.

    152

    3 Geographic unit

    Institutional action on 3 geographic unit should be tested against publication therefore includes both administrative aggregates and school-distribution statistics. A proportionate conclusion must also recognise that boundary changes are versioned; historical values are recast only where the source permits a defensible mapping. Administrative regions may vary greatly in population and area.

    Institutional action on 3 geographic unit should be tested against counting the full person in each region inflates the national total. The institutional consequence follows from whether pupils are assigned to the school attended for service ratios and to residence for access analysis where both data exist. Teachers serving multiple regions are apportioned by workload or assigned to a distinct mobile category.

    153

    4 Equity stratification

    Public responsibility for 4 equity stratification begins with a district poverty category is not treated as a household characteristic for every pupil. For the learners concerned, the decisive consideration is whether the profile can compare rural and urban schools, poverty groups, language communities, girls' and boys' exposure, and other nationally relevant groups. The stratifier must be measured at the appropriate unit.

    Evidence concerning 4 equity stratification should establish small groups are combined or suppressed, and suppression does not erase the need for administrative response. The institutional consequence follows from whether narrative findings can identify a protected service gap without publishing identifiable cells. Disaggregation is constrained by data quality and confidentiality.

    154

    5 Regional typology

    For 5 regional typology, the material distinction is between a typology may group regions facing similar planning conditions, such as rapid enrolment growth, remote small-school provision, subject mismatch or retirement pressure. The public account remains incomplete unless it explains how grouping is based on disclosed variables and does not replace the published underlying measures. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    5 regional typology cannot be judged without identifying their value lies in matching technical assistance and planning tools to a documented problem. The evidence must therefore clarify how typologies are reviewed because regions can change category. They are not institutional labels or permanent judgements.

    155

    6 Outlier review

    A defensible account of 6 outlier review distinguishes a very high ratio may reflect missing teachers, double shifts or an enrolment surge. The public account remains incomplete unless it explains how the validated value remains in the distribution; it is not removed merely because it is inconvenient. Extreme values are validated before publication. A very low ratio may result from a small denominator, closure, duplicated staff or justified minimum provision.

    156

    7 Narrative standard

    The central question in 7 narrative standard is where a region differs from the national result, the report identifies the magnitude, period and relevant context. A proportionate conclusion must also recognise that recommendations are assigned to the authority with the competence and resources to act. The regional narrative begins with recorded facts, then states interpretation and limitation. It avoids adjectives of praise or blame.

    Part XXVI

    Workforce finance model

    157

    1 Cost boundary

    Institutional action on 1 cost boundary should be tested against the workforce finance model includes salary, allowances, employer contributions, preparation, recruitment, induction, professional development, substitute provision and material deployment supports where these are part of the staffing strategy. The institutional consequence follows from whether capital costs such as housing or new training facilities are separated from recurrent expenditure. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    In assessing 1 cost boundary, authorities must determine nominal and real series are not mixed. The public account remains incomplete unless it explains how foreign-financed and domestically financed components are separately visible where this affects sustainability, without implying that one source changes the educational value of the input. The price year and currency basis are fixed.

    158

    2 Salary calculation

    2 salary calculation requires a decision about part-year appointment and vacancy timing are included. This matters because salary cost is calculated by FTE, grade and step, not by multiplying all teachers by one average when the composition is expected to change. Entry cohorts begin at their applicable point; promotions, increments and retirement alter the distribution over time.

    For 2 salary calculation, the material distinction is between allowances are modelled by eligibility and expected payment, including rural or hardship provisions. The public account remains incomplete unless it explains how an allowance that is legally due but historically delayed remains a liability; its absence from cash execution is not an efficiency saving. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    159

    3 Preparation cost

    Evidence concerning 3 preparation cost should establish if the completion yield is 80 per cent, funding only the number of eventual appointments as entrants understates capacity. The public account remains incomplete unless it explains how practicum, instructor supply and facilities can constrain expansion even when funds are nominally available. Preparation cost includes places required to yield the necessary eligible completions.

    The practical standard for 3 preparation cost concerns candidate grants or living support may affect access to preparation and the regional composition of entrants. The public account remains incomplete unless it explains how the model records these as policy components rather than burying them in an average training cost. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    160

    4 Recruitment and induction

    For 4 recruitment and induction, the material distinction is between large recruitment exercises also require processing capacity. A proportionate conclusion must also recognise that delayed appointment can leave funded posts vacant for part of the school year, producing apparent underspending and real service loss. Advertising, selection, verification, initial travel, posting and induction have timing and administrative costs.

    A defensible account of 4 recruitment and induction distinguishes its cost can appear as release time or additional staffing rather than a cash payment. A proportionate conclusion must also recognise that excluding it assumes that induction has no effect on existing instructional capacity. Mentoring creates workload for experienced teachers.

    161

    5 Deployment supports

    Public responsibility for 5 deployment supports begins with the finance model tests receipt and retention, not announcement alone. The resulting interpretation should show why housing, transport, hardship allowances and scheduled travel can be required to sustain remote service. The 1966 Recommendation provides an international basis for attention to accommodation, travel and hardship in remote areas.[REF-02]

    5 deployment supports cannot be judged without identifying some supports serve several public services and require interdepartmental planning. The evidence must therefore clarify how the education budget records only its share where an agreed allocation exists; the staffing scenario nevertheless states the dependency. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    162

    6 Complementary educational inputs

    The practical standard for 6 complementary educational inputs concerns teacher supply cannot consume the entire recurrent envelope without regard to materials, maintenance, supervision and assessment. The resulting interpretation should show why the 2003 universal-primary-education model used a distinct share for inputs other than teacher salaries and explained their role in quality and system management. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-07]

    6 complementary educational inputs requires a decision about the present framework does not adopt a universal expenditure share. This matters because it requires the scenario to show what remains after workforce costs and whether the curriculum and professional support can operate within that amount. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    163

    7 Fiscal indicators

    A defensible account of 7 fiscal indicators distinguishes relevant results include total workforce recurrent cost, cost per teacher FTE, cost per pupil, salary share of education recurrent expenditure, cost of vacancies, and medium-term liability at the horizon. The resulting interpretation should show why these measures require context; a high salary share can reflect underfunded non-salary inputs, large staff need or narrow accounting coverage. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The practical standard for 7 fiscal indicators concerns cost per delivered instructional hour can be estimated where time data are reliable. The institutional consequence follows from whether it is an efficiency diagnostic, not a wage judgement, and is not compared across systems without price, workload and curriculum context. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    164

    8 Financing gap

    Comparative interpretation of 8 financing gap depends upon a gap can be reduced by additional finance, changed sequencing or genuine efficiency improvement; it cannot be removed by omitting required costs. A proportionate conclusion must also recognise that the financing gap equals the cost of the specified feasible service plan less credible domestic and external resources over the same period. Aspirational funds are not counted as available.

    165

    9 Sustainability test

    Institutional action on 9 sustainability test should be tested against a plan that can be financed only during the initial project period is identified as transitional and requires a continuation decision. A contrary reading would overlook that the horizon-year recurrent obligation is compared with projected resources under stated economic and revenue assumptions. Sensitivity tests cover salary, exchange-rate exposure where relevant, attrition and enrolment.

    Part XXVII

    Data collection specifications

    166

    1 Personnel event record

    For 1 personnel event record, the material distinction is between a current-status table may be derived from them, but it does not replace the history required for stock-and-flow analysis. For the learners concerned, the decisive consideration is whether the personnel system is event-based. Appointment, confirmation, workload change, qualification recognition, assignment, leave, return, promotion, transfer and exit are separate dated events.

    Comparative interpretation of 1 personnel event record depends upon corrections identify the field corrected and retain the superseded value under controlled access. This matters because deletion is restricted to invalid duplicate records and remains auditable. Every event contains a protected person identifier, event type, effective date, recording date, competent authority, source document and prior status.

    167

    2 Post record

    For 2 post record, the material distinction is between the post record contains post identifier, organisation, function, level or subject, authorised FTE, funding status, effective dates and authority. The resulting interpretation should show why a post transferred between schools is closed at the origin and opened or reauthorised at the destination; its history is not overwritten. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Institutional action on 2 post record should be tested against a post without a person is a vacancy only if it is funded and available for filling under the stated definition. A contrary reading would overlook that temporary project posts, substitutes and permanent establishment are separately coded. A person can be linked to more than one fractional post, but the combined workload control applies.

    168

    3 School census teacher module

    Evidence concerning 3 school census teacher module should establish the school census records each teacher expected to serve the school on the census date, protected identifier, function, workload at the school, grades and subjects, employment status and temporary absence. The institutional consequence follows from whether the school head certifies the return, and the district validates unresolved identity or assignment differences. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    In assessing 3 school census teacher module, authorities must determine pre-populated fields can reduce burden, but schools must be able to report a factual discrepancy without altering the authoritative personnel record directly. The public account remains incomplete unless it explains how the module does not request data already held reliably in the personnel register merely for convenience. It collects school-level facts needed for reconciliation.

    169

    4 Timetable module

    A defensible account of 4 timetable module distinguishes cancelled or replaced periods are held in a delivery record, not by editing the approved timetable after the event. A proportionate conclusion must also recognise that each record describes a timetable cycle, day, period, duration, class or group, subject, assigned teacher and location. The cycle start and end dates permit term changes.

    Public responsibility for 4 timetable module begins with the system validates simultaneous assignments, missing teacher periods, teachers exceeding contact load and classes lacking required curriculum periods. For the learners concerned, the decisive consideration is whether a flagged conflict is returned to the school for correction or a documented exception. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    170

    5 Training-provider cohort module

    Public responsibility for 5 training-provider cohort module begins with candidate linkage uses protected identifiers under lawful arrangements. For the learners concerned, the decisive consideration is whether aggregate publication distinguishes provider-reported completion from recognition and employment eligibility. Providers report programme identifier, recognition status, field, mode, expected duration, entrants by cohort, active students, completions, withdrawals and completion date.

    Comparative interpretation of 5 training-provider cohort module depends upon programme capacity includes instructor FTE, practicum places and facilities, since enrolled places alone can overstate sustainable expansion. The public account remains incomplete unless it explains how changes to programme duration or requirements receive an effective date. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    171

    6 Absence and delivery observation form

    For 6 absence and delivery observation form, the material distinction is between verification fields are completed later by authorised personnel. The resulting interpretation should show why the field form records the roster expected at the visit time, observed status, scheduled class, whether the class is operating, replacement and immediate evidence. It does not ask the observer to judge whether absence is lawful.

    Comparative interpretation of 6 absence and delivery observation form depends upon they remain in the field dataset and are handled under the sampling protocol. A proportionate conclusion must also recognise that free-text notes support resolution but are not substituted for controlled categories in aggregate statistics. School closure, inaccessible visit and missing timetable are distinct outcomes.

    172

    7 Data transfer and validation

    Public responsibility for 7 data transfer and validation begins with rejected records return a specific error; valid records are not discarded because other records fail. The resulting interpretation should show why transfers use a documented structure, encoding and reference-code version. Each submission has reporting period, producing authority, creation date, record count and checksum.

    Review of 7 data transfer and validation is credible only where it explains entry checks format and code validity. The resulting interpretation should show why consolidation checks cross-source identity and timing. Pre-publication checks totals, revisions, tables and disclosure risk. Validation occurs at entry, consolidation and pre-publication.

    173

    8 Retention and confidentiality

    In assessing 8 retention and confidentiality, authorities must determine access roles distinguish payroll operation, personnel administration, statistical analysis and public release. A proportionate conclusion must also recognise that personal event history is retained according to lawful administrative and statistical requirements. Public analytical files remove direct identifiers and limit combinations that permit re-identification.

    Institutional action on 8 retention and confidentiality should be tested against the right to correct an inaccurate personnel record is separate from alteration of a published aggregate. The public account remains incomplete unless it explains how when correction materially changes an aggregate, the statistical release follows the revision policy. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Part XXVIII

    Risk, proportionality and safeguards

    174

    1 Measurement risk

    Evidence concerning 1 measurement risk should establish the control is conceptual before it is technical: the indicator name, unit and permissible claim are fixed before collection. The institutional consequence follows from whether measurement risk arises when a statistic does not represent the intended condition. Examples include headcount used as labour input, payroll used as presence, trained status used as effectiveness and ratio used as class size.

    175

    2 Administrative gaming

    2 administrative gaming requires a decision about independent reconciliation and multiple measures reduce this risk. A proportionate conclusion must also recognise that a binding ratio or vacancy target can change recording behaviour. Posts may be reclassified, pupils shifted between dates, teachers temporarily reassigned for the census or unknown qualifications coded as compliant.

    Public responsibility for 2 administrative gaming begins with targets are therefore accompanied by counter-indicators. For the learners concerned, the decisive consideration is whether a drive to lower vacancies is checked against arrival and retention; a drive to increase trained share is checked against unknown status and subject match; a drive to increase contact time is checked against preparation and lawful workload. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    176

    3 Perverse redistribution

    3 perverse redistribution cannot be judged without identifying redistribution is tested for access, curriculum and continuity before implementation. The public account remains incomplete unless it explains how mechanical equalisation can remove teachers from small or disadvantaged schools because their ratios appear low. The safeguard is a service-based entitlement with minimums and contextual evidence.

    177

    4 Workforce rights and due procedure

    Public responsibility for 4 workforce rights and due procedure begins with aggregate reporting does not name teachers in absence or qualification tables. The resulting interpretation should show why administrative data can affect pay, career and reputation. Statistical anomalies are not disciplinary findings. Individuals receive applicable notice, evidence and review before adverse employment action.

    For 4 workforce rights and due procedure, the material distinction is between professional consultation is required where staffing rules alter workload or conditions. A contrary reading would overlook that the 1966 Recommendation provides a basis for participation and objective assessment within the education service. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-02]

    178

    5 Privacy and security

    For 5 privacy and security, the material distinction is between collection is limited to necessary fields. The public account remains incomplete unless it explains how health status is not gathered for routine workforce planning when aggregate mortality or absence evidence is sufficient. Teacher records contain personal, financial and potentially sensitive health or location information.

    Review of 5 privacy and security is credible only where it explains security-sensitive school locations can be aggregated during conflict. A contrary reading would overlook that access logs, separation of duties and secure transfer protect records. Public tables use suppression, aggregation or controlled rounding where small cells could identify a person.

    179

    6 Statistical uncertainty

    Evidence concerning 6 statistical uncertainty should establish a narrow model interval does not compensate for missing private-school teachers or unknown assignments. A contrary reading would overlook that projection and sample uncertainty are reported, but administrative incompleteness is not disguised as a confidence interval. Sampling error, model range, classification uncertainty and coverage gap are separate limitations.

    180

    7 Policy overclaim

    A defensible account of 7 policy overclaim distinguishes the safeguard is a claim-evidence matrix reviewed before release. The public account remains incomplete unless it explains how an association between ratios and completion in a selected sample does not establish that changing the ratio alone causes completion. A credential share does not establish classroom practice.

    181

    8 Proportionality test

    8 proportionality test cannot be judged without identifying is the proposed action connected to its cause. For the learners concerned, the decisive consideration is whether is a less disruptive effective action available. Are impacts on underserved pupils and teachers assessed. Is the action reviewable against a dated result. Every intervention is tested against five questions: Is the service problem verified.

    Comparative interpretation of 8 proportionality test depends upon the test prevents broad transfer, surveillance or employment measures from being justified by weak aggregates. This matters because it also prevents data limitations from indefinitely delaying a necessary response where the service failure is directly observed. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    182

    9 Disclosure of unresolved risk

    Residual risks are recorded in the release. A publication can pass statistical release while noting that a material share of credentials remains unverified or that presence estimates exclude inaccessible areas. The limitation appears with the affected finding and in the technical register.

    Part XXIX

    Implementation and capability programme

    183

    1 Opening assessment

    In assessing 1 opening assessment, authorities must determine implementation begins with a twelve-domain assessment: legal authority, establishment, payroll, personnel identity, school list, assignment, qualification, timetable, training pathway, projection, finance and publication. A proportionate conclusion must also recognise that each domain is classified by evidence available, decision prevented and feasible next improvement. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    The central question in 1 opening assessment is the domains remain visible because each can block a different decision. The institutional consequence follows from whether the assessment avoids a maturity score. A single score would allow strength in payroll to offset absence of assignment data.

    184

    2 First operational cycle

    Institutional action on 2 first operational cycle should be tested against unknown status and unresolved exceptions are included as results. A proportionate conclusion must also recognise that the first cycle establishes the common reference date, consolidates school and person codes, reconciles active payroll with personnel and school records, and publishes a bounded baseline. It need not await a complete historical series.

    For 2 first operational cycle, the material distinction is between priority is given to errors that change service decisions: duplicate active persons, teachers with no location, schools with no valid staff record, funded vacancies and subject gaps. For the learners concerned, the decisive consideration is whether less consequential descriptive fields can follow. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    185

    3 Projection cycle

    Evidence concerning 3 projection cycle should establish the range narrows only as evidence improves. This matters because once the baseline closes, pupil and teacher flows are projected under central and sensitivity cases. The first projection may use broad attrition or training-yield ranges if detailed cohorts are unavailable.

    In assessing 3 projection cycle, authorities must determine the workforce and finance teams produce one reconciled scenario. For the learners concerned, the decisive consideration is whether separate projections that use different teacher counts, salary bases or school years are not combined in a final total. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    186

    4 Deployment cycle

    Review of 4 deployment cycle is credible only where it explains movement, recruitment and support actions are scheduled with effective dates and responsibilities. The resulting interpretation should show why school entitlements are calculated and returned for factual review. The authority then classifies shortage, justified minimum, feasible surplus and mismatch.

    Implementation monitoring records appointment, arrival, timetable assignment and retention. A transfer order or signed contract is an intermediate event, not the service result.

    187

    5 Statistical release cycle

    In assessing 5 statistical release cycle, authorities must determine tables are generated from the same controlled data used for the narrative. A proportionate conclusion must also recognise that a correction protocol remains open after publication. The release contains the baseline date, revision status, core indicators, distribution, scenario assumptions and limitations.

    188

    6 Institutional capability

    Review of 6 institutional capability is credible only where it explains a central statistical course does not equip district officers to resolve transfer and assignment transactions unless those tasks are included. A proportionate conclusion must also recognise that capability requirements include personnel administration, education statistics, demography, finance, timetabling, data protection and field verification. Training is directed to actual functions.

    Documentation is an operational asset. Definitions, code lists, validation rules and recurring procedures are maintained so that the system does not depend on one individual.

    189

    7 Capability indicators

    Comparative interpretation of 7 capability indicators depends upon implementation is monitored through products rather than training attendance alone. The public account remains incomplete unless it explains how relevant indicators include the share of active persons with valid assignment, the proportion of post and payroll exceptions resolved within the period, reporting timeliness, credential verification coverage, projection residuals and publication correction time. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    A defensible account of 7 capability indicators distinguishes these indicators assess the administrative system, not individual teacher performance. This matters because they are owned by the responsible office and accompanied by the resources needed to improve them. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    190

    8 Maintenance

    8 maintenance requires a decision about code changes, school openings and policy revisions enter through governed procedures. The public account remains incomplete unless it explains how after the initial reconciliation, events are processed continuously and snapshots produced on a fixed schedule. Annual clean-up cannot substitute for timely transaction control.

    The practical standard for 8 maintenance concerns independent periodic review tests whether published measures still answer the planning questions and whether target pressure has changed recording behaviour. For the learners concerned, the decisive consideration is whether measures that no longer serve a decision are revised or retired with a documented series break. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    191

    9 Final implementation principle

    9 final implementation principle cannot be judged without identifying it is to produce timely, limited and trustworthy evidence that connects public expenditure to instruction. This matters because the implementation programme is successful when vacancies, deployment gaps and lost time can be identified early enough for a responsible authority to act and when the public account remains accurate about what the data do not establish. The purpose of capability development is not to create the largest personnel database.

    Part XXX

    Indicator metadata records

    192

    1 Metadata as part of the result

    Review of 1 metadata as part of the result is credible only where it explains a change in any defining element receives a new version. The resulting interpretation should show why an indicator cannot be separated from its metadata. Name, purpose, population, unit, numerator, denominator, reference period, source, collection method, coverage, calculation, revision and limitation are held in one controlled record.

    The practical standard for 1 metadata as part of the result concerns the public note may be shorter than the internal record, but it contains every fact needed to prevent a materially false interpretation. A contrary reading would overlook that detail that affects only processing can remain internal; detail that affects meaning cannot. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    193

    2 Teacher headcount metadata

    2 teacher headcount metadata requires a decision about the teacher-headcount record states whether the population includes public and non-government schools, temporary staff, teachers on leave, central staff and teachers with multiple assignments. A proportionate conclusion must also recognise that it defines the reference date and the rule for active employment. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    A defensible account of 2 teacher headcount metadata distinguishes if cross-sector identity cannot be reconciled, sector totals are published without claiming that their sum is a unique-person total. The evidence must therefore clarify how a teacher headcount is not described as available or classroom teaching unless assignment and function are part of the measure. The calculation deduplicates persons within the defined system.

    194

    3 Full-time-equivalent metadata

    Comparative interpretation of 3 full-time-equivalent metadata depends upon the FTE record defines the full-time workload, data used for fractions, treatment of overtime, multiple posts, unpaid leave and mixed functions. The institutional consequence follows from whether contracted FTE, assigned teaching FTE and instructional FTE have separate indicator codes. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Comparative interpretation of 3 full-time-equivalent metadata depends upon comparisons identify whether pupil FTE is also used. For the learners concerned, the decisive consideration is whether where national rules differ by level or occupation, the conversion is performed within each rule and then aggregated. One universal divisor is not applied to incompatible workloads.

    195

    4 Pupil–teacher ratio metadata

    Evidence concerning 4 pupil–teacher ratio metadata should establish the numerator is enrolled pupils or pupil FTE at a stated level and date; the denominator is teachers or teacher FTE under a stated instructional boundary. The public account remains incomplete unless it explains how the record specifies sector coverage, assignment treatment and whether teachers are counted regardless of actual teaching assignment, as in the definition reported in *World Development Indicators 2004*. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-05]

    Review of 4 pupil–teacher ratio metadata is credible only where it explains the limitations field states that the ratio is not class size, does not show subject match or presence and may be affected by enrolment error and hours taught. This matters because if a time series crosses the ISCED 1976 to ISCED 1997 transition, the break is disclosed. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-05] [REF-10]

    196

    5 Trained-teacher share metadata

    The central question in 5 trained-teacher share metadata is the denominator for the percentage and the full-stock unknown share are both reported. A contrary reading would overlook that the record quotes or precisely summarises the applicable national minimum organised preparation rule and identifies its version. The numerator includes only teachers verified as meeting it.

    The practical standard for 5 trained-teacher share metadata concerns the limitations state that preparation content and duration vary across countries and that the measure does not include all competence acquired through experience or self-instruction. The evidence must therefore clarify how this preserves the caution set out in the 2004 international source. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-05]

    197

    6 Vacancy metadata

    6 vacancy metadata requires a decision about filled-but-unoccupied, temporarily covered and frozen posts are distinct statuses. The evidence must therefore clarify how the reference date and duration bands are included. A vacancy record states whether the denominator is authorised posts, funded posts or posts open for recruitment.

    In assessing 6 vacancy metadata, authorities must determine the measure does not by itself establish teacher shortage, because the establishment may be outdated. For the learners concerned, the decisive consideration is whether comparison with calculated service entitlement provides the planning interpretation. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    198

    7 Attrition metadata

    Public responsibility for 7 attrition metadata begins with the metadata lists included reasons, treatment of transfers, denominator, time at risk and late-recorded events. The resulting interpretation should show why retirement eligibility and actual retirement are separate measures. The defined workforce boundary determines exit.

    7 attrition metadata requires a decision about where an average stock denominator is used, its construction is stated. The institutional consequence follows from whether rates by subject or region identify movement out of that group even when the person remains in the national system; these are labelled group exits, not national attrition. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    199

    8 Presence metadata

    Institutional action on 8 presence metadata should be tested against the presence record states the target population, expected roster rule, observation method, visit window, number of visits, achieved sample, weights, treatment of closure and verification of reasons. The resulting interpretation should show why it reports uncertainty and non-response. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Comparative interpretation of 8 presence metadata depends upon the indicator name is “observed presence” or “observed absence” when both authorised and unauthorised reasons are included. The public account remains incomplete unless it explains how “Unauthorised absence” is reserved for verified cases under the governing rule. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    200

    9 Instructional-capacity metadata

    Comparative interpretation of 9 instructional-capacity metadata depends upon it explains whether capacity is estimated from separate factors or directly from period records. The public account remains incomplete unless it explains how the same loss is not applied more than once. The record defines scheduled contact time, school-open time, teacher availability, replacement and delivered period.

    The limitation states that delivered time is not evidence of pedagogical quality or learning. Subject-matched capacity has an additional dated match rule.

    201

    10 Metadata governance

    A defensible account of 10 metadata governance distinguishes statistical and policy users are informed before release where a break is material. The institutional consequence follows from whether indicator owners review definitions before each cycle. A change request states why the current measure no longer serves its purpose, expected series effect and recoding feasibility.

    Part XXXI

    Decision records for recurrent planning questions

    202

    1 Whether to expand preparation intake

    Public responsibility for 1 whether to expand preparation intake begins with it then applies completion and appointment yields to determine admissions. The resulting interpretation should show why the decision record begins with gross recruitment need by year, field and location. It subtracts eligible candidates already in the pathway, credible re-entrants and feasible redistribution.

    1 whether to expand preparation intake requires a decision about the decision states whether additional intake is permanent or temporary. The public account remains incomplete unless it explains how a temporary bulge has an exit strategy so that institutions and candidates are not left with unsupported capacity after demand falls. Preparation capacity is checked for instructors, practicum and facilities.

    203

    2 Whether to create new posts

    The practical standard for 2 whether to create new posts concerns evidence includes projected pupils, curriculum, class or period formation, existing assignments, feasible redistribution and duration of need. The resulting interpretation should show why funding covers salary and associated costs over the planning horizon. New posts are justified by service entitlement, not vacancy alone.

    2 whether to create new posts cannot be judged without identifying a post created for a new school is linked to the school's opening and facility readiness. The resulting interpretation should show why if the school does not open, the appointment and deployment plan is revised rather than leaving a teacher notionally assigned to a non-operating location. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    204

    3 Whether to redeploy staff

    Public responsibility for 3 whether to redeploy staff begins with the record identifies the apparent excess, service minimum, subject capability, legal procedure, receiving vacancy, travel or relocation, consultation and implementation date. The public account remains incomplete unless it explains how it estimates both donor-school and recipient-school effects. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Public responsibility for 3 whether to redeploy staff begins with non-arrival, appeal or delayed movement remains visible. This matters because the staffing account avoids counting the same FTE at both schools during the transition. Redeployment is not recorded as complete until the teacher reports and appears on the receiving timetable.

    205

    4 Whether to introduce a hardship measure

    A defensible account of 4 whether to introduce a hardship measure distinguishes a general allowance may be poorly targeted if housing or delayed pay is the binding problem. A contrary reading would overlook that evidence includes vacancy duration, turnover, applicant rates, housing, safety, payment, transport and professional support. The decision identifies which constraint the measure is intended to change.

    4 whether to introduce a hardship measure requires a decision about retention without presence or service continuity is insufficient evidence of success. This matters because evaluation compares eligible and relevant non-eligible posts over a stated period, while recognising selection differences. Receipt and timeliness are measured.

    206

    5 Whether to use temporary appointments

    5 whether to use temporary appointments cannot be judged without identifying the record defines the urgent service gap, duration, eligibility, selection, preparation, supervision, employment conditions and transition to a regular arrangement. The resulting interpretation should show why it considers whether the temporary route draws candidates away from full preparation. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Comparative interpretation of 5 whether to use temporary appointments depends upon temporary appointments are monitored by location and population served so that lower standards or insecure conditions are not concentrated among disadvantaged pupils without explicit justification and corrective plan. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    207

    6 Whether to change teacher contact hours

    6 whether to change teacher contact hours requires a decision about the decision begins from curriculum periods, current workload, preparation and assessment duties, class size, non-teaching requirements and applicable employment arrangements. The institutional consequence follows from whether it estimates staffing and service effects, not only salary savings. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Public responsibility for 6 whether to change teacher contact hours begins with reducing contact time may support quality but requires additional staff. The public account remains incomplete unless it explains how the policy record states the evidence and trade-off. Increasing contact time may reduce FTE demand arithmetically but can weaken preparation or professional work if total workload is unchanged.

    208

    7 Whether to consolidate small schools

    The central question in 7 whether to consolidate small schools is a consolidation that makes attendance impracticable does not improve educational access. The institutional consequence follows from whether the analysis maps pupils, distance, travel time, safety, seasonal access, language, disability access, school quality, teacher continuity and cost. Staffing efficiency is one component.

    7 whether to consolidate small schools cannot be judged without identifying alternatives such as supported multi-grade teaching, cluster services and transport are compared. For the learners concerned, the decisive consideration is whether community evidence is included, but the decision remains subject to the child's educational opportunity and public responsibility. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    209

    8 Whether to publish school-level results

    A defensible account of 8 whether to publish school-level results distinguishes small cells and exceptional circumstances require protection. The resulting interpretation should show why publication is justified by a public decision need and tested for accuracy, confidentiality and foreseeable harm. A school-level ratio may be suitable; individual absence or qualification details ordinarily are not.

    The release provides correction and contextual notes. School publication does not substitute for the authority's duty to correct a known shortage.

    210

    9 Decision integrity

    The practical standard for 9 decision integrity concerns it records departure from the evidence with the authority and reason. The public account remains incomplete unless it explains how this protects the statistical function from being recast after the event and permits public assessment of whether implementation matched the stated basis. The record distinguishes an analytical recommendation from an authorised decision.

    Part XXXII

    Source-specific methodological notes

    211

    1 Education for All quality evidence

    Review of 1 education for all quality evidence is credible only where it explains it frames quality through learner characteristics, context, enabling inputs, teaching and learning, and outcomes. The institutional consequence follows from whether its teacher evidence supports the proposition that numbers, preparation, conditions and instructional procedure are connected, but it does not create a single teacher-quality index. The 2005 EFA Global Monitoring Report was published in 2004 and is therefore available at the evidence cut-off.[REF-03]

    1 education for all quality evidence requires a decision about where the EFA report presents country or regional observations, later revisions are not imported. This matters because this report uses that framework to bound claims. Workforce statistics describe enabling capacity and part of the procedure; they do not replace learning evidence.

    212

    2 Global Education Digest 2004

    Comparative interpretation of 2 global education digest 2004 depends upon its role here is definition and coverage rather than creation of a new country ranking. The evidence must therefore clarify how national education structures are mapped through ISCED 1997, with national detail retained. The *Global Education Digest 2004* provides internationally compiled education data and the statistical context for programme comparison.[REF-04] [REF-10]

    Publication year does not mean every observation refers to 2004. Reference years are taken from the table and note. A report using these data in June 2010 therefore describes the latest reported observation, not the current school condition without qualification.

    213

    3 World Development Indicators 2004

    3 world development indicators 2004 cannot be judged without identifying it defines trained status through national minimum organised teacher training and warns that training varies. The evidence must therefore clarify how table 2.10 reports education inputs, including trained primary teachers and the primary pupil–teacher ratio. The publication notes a two-to-three-year statistical lag, variation in coverage and methods, and the transition from ISCED 1976 to ISCED 1997.[REF-05]

    The central question in 3 world development indicators 2004 is missing regional trained-teacher aggregates remain missing. This matters because the country examples are used to show range and not to establish a league table. The regional values reproduced in this report retain the table's 2001/02 and preliminary status.

    In assessing 3 world development indicators 2004, authorities must determine national operational analysis in this report therefore uses a narrower school-assigned instructional FTE where data permit. A proportionate conclusion must also recognise that the difference is deliberate and is disclosed rather than presented as the same series. The source definition counts primary teachers regardless of teaching assignment.

    214

    4 World Development Report 2004

    The practical standard for 4 world development report 2004 concerns the absence figures are from unannounced visits and were presented as preliminary. The resulting interpretation should show why the source defines the rate as the percentage of staff supposed to be present but not present, including excused and unexcused absence. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-06]

    The central question in 4 world development report 2004 is it does not extend the figures to countries not observed, to later years or to individual misconduct. The public account remains incomplete unless it explains how the India figure is identified as an average for 14 states, not a national census. This report accordingly uses “observed absence” and requires reason verification.

    For 4 world development report 2004, the material distinction is between it does not adopt every institutional prescription for every country. The public account remains incomplete unless it explains how the wider service-delivery framework in the source concerns accountability relationships among citizens, policymakers and providers. This report uses the narrower measurement implication: financed employment must be connected to service received.

    215

    5 Achieving Universal Primary Education by 2015

    5 achieving universal primary education by 2015 cannot be judged without identifying it reports wide ranges in service-delivery parameters and constructs simulations around country reform paths. The resulting interpretation should show why its 40:1 pupil–teacher ratio is a model parameter associated with the observed average of a relatively higher-completion group, not a universal standard. The 2003 study analyses primary completion and financing in low-income countries.[REF-07]

    5 achieving universal primary education by 2015 cannot be judged without identifying selective citation of 40:1 without those conditions would misrepresent the source. The evidence must therefore clarify how the present study uses the value only to demonstrate scenario practice and benchmark limits. The report also models teacher salaries, repetition, non-teacher recurrent inputs, public finance, private enrolment and HIV/AIDS costs.

    For 5 achieving universal primary education by 2015, the material distinction is between it does not supply school-level entitlement rules. This matters because national planners must therefore move from aggregate scenario to school and timetable calculation. The underlying study often uses ratios as proxies and acknowledges geographic constraints.

    216

    6 Education at a Glance 2004

    The practical standard for 6 education at a glance 2004 concerns the OECD publication defines student–teacher ratios using full-time equivalents and distinguishes them from average class size. A contrary reading would overlook that it reports instruction time, teaching time, working-time organisation, salaries and decision structures for participating systems. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-08]

    Institutional action on 6 education at a glance 2004 should be tested against the conceptual distinction between ratio, class size and time is transferable; the numerical results are not assumed to apply outside the reported population. The institutional consequence follows from whether its country coverage and institutional context differ from the low-income-country studies. Values are not combined into one global distribution without harmonisation.

    217

    7 International recommendations and rights instruments

    The practical standard for 7 international recommendations and rights instruments concerns the 1966 Recommendation concerns preparation, professional status, conditions, participation and remote service. A proportionate conclusion must also recognise that it guides the normative context but does not prescribe a global staffing ratio. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-02]

    Review of 7 international recommendations and rights instruments is credible only where it explains the Convention on the Rights of the Child informs attention to non-discrimination, access, attendance and educational purpose. The institutional consequence follows from whether it does not convert every workforce indicator into a direct legal compliance test without analysis of the applicable obligation and facts. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-12]

    218

    8 United Nations Millennium Project

    For 8 united nations millennium project, the material distinction is between its use in this report is to support integrated and sequenced planning. For the learners concerned, the decisive consideration is whether it is not used as evidence for workforce outcomes that had not yet occurred by the cut-off. The January 2005 report provides the immediate development-planning context for costed national strategies.[REF-09]

    219

    9 Evidence hierarchy

    The central question in 9 evidence hierarchy is iCEQC calculations are labelled as illustrations or calculations based on cited data. The institutional consequence follows from whether no later source is used to revise the contemporaneous position. Definitions and official values are taken from the issuing official source. Analytical propositions are attributed to their study and retain scope.

    Part XXXIII

    Controlled terminology and interpretive glossary

    220

    1 Authorised post

    A defensible account of 1 authorised post distinguishes a position established by the competent authority within the education workforce structure. This matters because authorisation does not establish that funding is available, a person is appointed or service is delivered. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    221

    2 Funded post

    An authorised position with budget provision for the stated period. A funded post may be vacant, frozen, temporarily covered or filled.

    222

    3 Filled post

    A post to which an appointment is active. The term does not establish that the appointee has reported, is assigned to a school, is present or is teaching.

    223

    4 Teacher headcount

    The number of unique persons meeting the stated teacher and active-status definition at the reference date. Headcount gives equal weight to full-time and part-time persons.

    224

    5 Teacher full-time equivalent

    The sum of teacher workloads expressed relative to the nationally defined full-time workload. Contracted, assigned and instructional FTE are distinct.

    225

    6 Teaching staff

    Personnel directly involved in instruction under the applicable statistical definition. The treatment of principals, specialists and mixed functions must be stated.

    226

    7 Trained teacher

    Comparative interpretation of 7 trained teacher depends upon for the international indicator used here, a teacher who has received the minimum organised teacher training required nationally, whether before or during service. A proportionate conclusion must also recognise that the term is nationally defined and does not establish common preparation across countries. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.[REF-05]

    227

    8 Professionally qualified teacher

    8 professionally qualified teacher requires a decision about a teacher meeting the applicable recognised professional qualification rule. The public account remains incomplete unless it explains how this may coincide with trained status but is retained separately where national law or data distinguish them. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    228

    9 Subject match

    The relationship between recognised preparation and assigned curriculum under a dated national match rule. It is calculated by period where assignments are mixed.

    229

    10 Pupil–teacher ratio

    Pupils divided by teachers within a stated level, sector, period and unit. It is a resource ratio and is not average class size.

    230

    11 Pupil–trained-teacher ratio

    Pupils divided by teachers meeting the stated national preparation requirement. It combines resource quantity and nationally defined status but does not measure teaching quality.

    231

    12 Class size

    12 class size requires a decision about the number of pupils in a class or teaching group during a defined instructional arrangement. A proportionate conclusion must also recognise that a pupil can belong to different groups by subject; a teacher can serve more than one class. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    232

    13 Teacher contact time

    13 teacher contact time requires a decision about scheduled time during which a teacher is responsible for direct instruction. The evidence must therefore clarify how it is part of total working time and differs from pupil instruction time where schedules or groups vary. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    233

    14 Instructional full-time equivalent

    Public responsibility for 14 instructional full-time equivalent begins with delivered contact hours divided by the annual full-time contact-hour rule, subject to the stated calendar and assignment. A contrary reading would overlook that it measures delivered time capacity, not pedagogy or learning. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    234

    15 Vacancy

    The practical standard for 15 vacancy concerns a post meeting the specified authorisation and funding conditions that lacks a filled or serving FTE at the reference date. For the learners concerned, the decisive consideration is whether the vacancy definition states whether posts temporarily covered or not open for recruitment are included. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    235

    16 Teacher shortage

    The practical standard for 16 teacher shortage concerns the gap between the teacher capacity required to deliver the defined service and feasible available capacity. The evidence must therefore clarify how it depends on entitlement, capability, deployment and time, not vacancies alone. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    236

    17 Entry

    Movement of a person into the defined teacher workforce during the period. First entry, re-entry and transfer in are separately classified.

    237

    18 Attrition

    Public responsibility for 18 attrition begins with exit from the defined workforce during the period. The resulting interpretation should show why retirement, resignation, death, dismissal and other reasons are separated; internal transfers are treated according to the boundary. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    238

    19 Turnover

    Movement into and out of a school, district or group. It can be high when national attrition is low because internal transfers contribute.

    239

    20 Deployment

    Institutional action on 20 deployment should be tested against the assignment and distribution of teacher capacity among schools, locations, levels, subjects and functions. For the learners concerned, the decisive consideration is whether a deployment order is complete for service measurement only after effective arrival and timetable assignment. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    240

    21 Presence

    The observed or validly recorded condition of an expected teacher being at the required location and time. It does not by itself show that instruction occurred.

    241

    22 Observed absence

    The condition of an expected teacher not observed present under a stated visit design. It can include authorised and unauthorised reasons until verification.

    242

    23 Unauthorised absence

    Absence determined under the applicable rule to lack authorisation after verification and due procedure. It is not inferred solely from an unannounced visit.

    243

    24 School-open time

    The portion of intended calendar time during which the school is operating and available to pupils. It is distinct from teacher presence and pupil attendance.

    244

    25 Delivered period

    A scheduled instructional period that occurred under the stated delivery rule. Replacement, combined-class and shortened-period arrangements are separately coded.

    245

    26 Instructional capacity

    For 26 instructional capacity, the material distinction is between the volume and composition of instruction that available, appropriately assigned staff can deliver under the curriculum and timetable. The evidence must therefore clarify how it is an enabling condition and not a learning outcome. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    246

    27 Replacement demand

    Recruitment or return required to offset expected exits and workload reduction. It exists even where enrolment and target workforce stock are stable.

    247

    28 Growth demand

    Additional capacity required because pupil numbers, programmes, curriculum, access conditions or staffing policy expand.

    248

    29 Gross recruitment need

    Growth demand plus replacement demand, less credible re-entry and transfers in, with the same boundary and period.

    249

    30 Training yield

    Evidence concerning 30 training yield should establish recognised completions from a defined entrant cohort divided by entrants to that cohort. This matters because annual completions divided by annual admissions is not a cohort yield when programme duration exceeds one year. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    250

    31 Appointment yield

    Eligible selected candidates who accept appointment and report for duty divided by the relevant eligible candidate population. The precise stage used as denominator is stated.

    251

    32 Establishment entitlement

    The teacher FTE calculated under the approved staffing rule for a school or programme. It is distinct from inherited authorised posts and is subject to review of the rule itself.

    252

    33 Minimum viable staffing

    A defensible account of 33 minimum viable staffing distinguishes the smallest staff configuration capable of maintaining the defined service and protection requirements in a particular setting. The resulting interpretation should show why it can produce a low ratio in small schools without implying avoidable surplus. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    253

    34 Reconciliation residual

    The central question in 34 reconciliation residual is the difference between the observed closing stock and the stock derived from verified opening stock and events. A contrary reading would overlook that it indicates unresolved data or boundary change and is not labelled recruitment or attrition. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    254

    35 Statistical break

    A discontinuity caused by definition, classification, coverage, source or method change. It is distinguished from an actual change in workforce or service.

    255

    36 Planning benchmark

    A reference value used to test implications under stated evidence and context. It is not automatically a standard, target or causal threshold.

    256

    37 Scenario

    Evidence concerning 37 scenario should establish a conditional calculation under an internally coherent set of demographic, educational, workforce and financial assumptions. A contrary reading would overlook that it is not a prediction independent of those assumptions. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    257

    38 Coverage

    The population, sector, geography and records represented in an indicator. Coverage gaps remain explicit and can differ across numerator and denominator.

    258

    39 Unknown status

    A case for which the required evidence is unavailable or unresolved. Unknown is neither compliant nor non-compliant and remains visible in denominators and limitations.

    259

    40 Revision

    A change to a published statistic resulting from corrected data, updated source or method. Revision date, reason and series effect are disclosed.

    Part XXXIV

    Worked calculations and interpretation tests

    260

    1 Headcount and FTE reconciliation

    The central question in 1 headcount and fte reconciliation is one full-time teacher is on long authorised leave with a separately appointed replacement. A contrary reading would overlook that one person has transferred but remains on the school list, and one visiting teacher is counted both by this school and the home school. Consider a school reporting 18 persons as teachers. Twelve work full time in classroom teaching. Two work half time. One principal teaches 40 per cent of the full-time classroom load.

    The central question in 1 headcount and fte reconciliation is the exact result depends on the applicable treatment of leave and the visiting fraction; the calculation record must show those choices. For the learners concerned, the decisive consideration is whether the reported headcount of 18 is not a valid instructional denominator. After removing the transferred duplicate, retaining unique persons, allocating the visitor by workload and avoiding double count between leave holder and replacement, the employment, assignment and instructional measures differ.

    1 headcount and fte reconciliation cannot be judged without identifying the purpose of reconciliation is to select the unit that matches the question. A proportionate conclusion must also recognise that the lesson is not that FTE always produces a smaller figure. A school may have several part-time assignments from staff based elsewhere, increasing assignment headcount while producing a modest FTE.

    261

    2 Ratio calculation at national and school levels

    The central question in 2 ratio calculation at national and school levels is the unweighted mean school ratio is approximately 30.7:1. A contrary reading would overlook that the national aggregate ratio is 1,000 pupils divided by 27 FTE, or approximately 37.0:1. The results differ because the aggregate weights schools by pupils and teachers through their totals. Suppose three schools enrol 40, 160 and 800 pupils and have 2, 5 and 20 teacher FTE. Their school ratios are 20:1, 32:1 and 40:1.

    2 ratio calculation at national and school levels requires a decision about a public table must name the statistic and preferably show the distribution. A contrary reading would overlook that neither statistic is incorrect. The aggregate answers how total pupils relate to total resources. The mean describes the average of three school ratios, giving the 40-pupil school the same influence as the 800-pupil school.

    262

    3 Class formation and rounding

    Comparative interpretation of 3 class formation and rounding depends upon aggregating first gives 164 pupils divided by 40, or 4.1, which rounds upward to five. The public account remains incomplete unless it explains how national-first calculation would understate the requirement by three classes because the classes cannot be pooled across schools. Assume four schools each have 41 pupils in a particular grade and the planning rule permits no more than 40 pupils in a class. Each school requires two classes, for a total of eight.

    Institutional action on 3 class formation and rounding should be tested against if approved two-grade multi-grade groups are feasible in two of the schools, demand may change, but that is an organisational assumption requiring curriculum and preparation evidence. This matters because it is not a mathematical correction to the class-size rule. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    263

    4 Subject-period demand

    4 subject-period demand cannot be judged without identifying because timetables require actual people and periods, three appropriately matched full-time teachers may be necessary unless a lawful fractional appointment or cross-school assignment is feasible. A contrary reading would overlook that a lower-secondary school has ten pupil groups, each requiring five mathematics periods per week: 50 group-periods. A full-time mathematics teacher has an 18-period contact load. The arithmetic requirement is 2.78 FTE.

    In assessing 4 subject-period demand, authorities must determine if the school employs three mathematics-qualified persons but one has only half of the timetable available to mathematics, the matched capacity is 2.5 FTE, not a headcount of three. The institutional consequence follows from whether the uncovered periods remain visible even if overall school teacher headcount exceeds entitlement. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    264

    5 Trained share with unknown records

    The central question in 5 trained share with unknown records is the trained share among known cases is 720 divided by 800, or 90 per cent. For the learners concerned, the decisive consideration is whether verified trained FTE represent 72 per cent of the full stock, and the unknown share is 20 per cent. A district reports 1,000 teacher FTE. Seven hundred and twenty are verified as meeting the national preparation rule, 80 are verified not to meet it, and 200 have unresolved records.

    The practical standard for 5 trained share with unknown records concerns the proper presentation gives the known-case percentage, verified full-stock proportion and unknown share together. A contrary reading would overlook that unknown cases are then prioritised for verification rather than converted to either category. Publishing only “90 per cent trained” invites the reader to apply the result to the full workforce.

    265

    6 Attrition and turnover

    6 attrition and turnover requires a decision about five hundred teachers transfer between districts. The evidence must therefore clarify how national attrition is 500 exits divided by 10,000, or 5 per cent. The 500 internal transfers do not change national stock. A national system opens with 10,000 teachers. During the year, 300 retire, 100 resign, 50 die, 30 are dismissed and 20 leave for other recorded reasons.

    The central question in 6 attrition and turnover is if all movements were added to national attrition, replacement demand would be overstated because each transfer in is also an available teacher elsewhere in the national system. The evidence must therefore clarify how if transfers were ignored locally, staffing instability would be understated. For the affected districts and schools, those transfers contribute to turnover.

    266

    7 Training pathway

    Institutional action on 7 training pathway should be tested against if 2,000 candidates enter a two-year preparation programme and 1,600 complete and meet the recognised requirement, cohort training yield is 80 per cent. A contrary reading would overlook that if 1,360 of those completers apply and are eligible, 1,200 accept appointment and 1,140 report for duty, the report-to-duty yield from recognised completers is 71.25 per cent. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Comparative interpretation of 7 training pathway depends upon to secure 2,000 reporting entrants under the same combined yield, more than 3,500 admissions would be required, subject to rounding and the stability of each transition. A proportionate conclusion must also recognise that the correct planning response may also include improving completion, appointment timing or acceptance rather than expanding admissions alone. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    267

    8 Presence estimate and reason composition

    Review of 8 presence estimate and reason composition is credible only where it explains verification classifies 180 absent opportunities as authorised leave, 90 as official duty or training, 120 as unauthorised and 60 as unresolved. The evidence must therefore clarify how a weighted survey observes 2,500 expected teacher opportunities and estimates 2,050 present and 450 absent. The observed absence rate is 18 per cent.

    Public responsibility for 8 presence estimate and reason composition begins with it would be incorrect to describe all 18 per cent as unauthorised, and it would also be incorrect to exclude authorised absence when estimating immediate replacement need. The resulting interpretation should show why the rate of all-reason observed absence remains 18 per cent. The unauthorised share among all expected opportunities is 4.8 per cent under the verified classification; the unresolved share is 2.4 per cent.

    The sampling interval accompanies each estimate. The weighted counts presented here are illustrative and do not carry a calculated interval because no sample design is specified.

    268

    9 Instructional-time account

    Comparative interpretation of 9 instructional-time account depends upon among the 9.6 million periods in open schools, teacher unavailability leaves 700,000 uncovered; replacement staff deliver 300,000 of those. The public account remains incomplete unless it explains how of the remaining scheduled periods with an available teacher, 100,000 are not delivered for other recorded reasons. A system schedules 10 million teacher-periods. School closures cancel 400,000.

    Public responsibility for 9 instructional-time account begins with the delivered-period rate is 91 per cent of intended periods, while the rate conditional on schools being open is approximately 94.8 per cent. The institutional consequence follows from whether the two denominators answer different questions and are both labelled. Delivered periods are therefore 9.1 million if the replacement periods are included and each loss is counted once.

    269

    10 Vacancy and entitlement

    Institutional action on 10 vacancy and entitlement should be tested against relative to current service need, the filled gap is 80 FTE, not 50. This matters because a district has 1,100 authorised posts, 1,050 funded posts and 1,000 filled FTE. Fifty funded posts are vacant, giving a funded-vacancy rate of about 4.8 per cent. A current school-based demand calculation, however, indicates an entitlement of 1,080 FTE.

    Institutional action on 10 vacancy and entitlement should be tested against conversely, if entitlement were 970 FTE, a vacancy rate would still exist within the funded establishment while the district held an apparent aggregate surplus relative to the current rule. The public account remains incomplete unless it explains how both comparisons are required before action. The additional 30 may reflect an establishment that has not kept pace with demand.

    270

    11 Deployment dispersion

    Public responsibility for 11 deployment dispersion begins with in the other, remote schools operate at 15:1 while large schools reach 60:1. The public account remains incomplete unless it explains how the first has a relatively concentrated distribution; the second has marked dispersion and likely organisational constraints. Two regions can share a 35:1 aggregate ratio. In one, most schools lie between 32:1 and 38:1.

    For 11 deployment dispersion, the material distinction is between it is that pupils encounter very different staffing conditions and the reasons must be separated into justified minimum provision, avoidable concentration and data error. The public account remains incomplete unless it explains how an equalisation policy would be premature without testing minimum schools and feasibility. The relevant finding is not merely that the second region is unequal.

    271

    12 Salary scenario

    For 12 salary scenario, the material distinction is between if the workforce grows by 5 per cent and the salary scale rises by 4 per cent, the next-year employment cost is not 36 million plus 9 per cent when grade composition, part-year recruitment and allowances change; a grade-level calculation is required. The resulting interpretation should show why suppose 10,000 teacher FTE have an average base salary of 3,000 currency units, and employer contributions and allowances add 20 per cent. Annual employment cost is 36 million units before preparation, substitution and administration.

    The simple approximation—39.312 million—can serve as a check. Material deviation from the detailed calculation is explained by timing or composition rather than hidden in a total.

    272

    13 Scenario sensitivity

    The central question in 13 scenario sensitivity is a central scenario requires 15,000 deployable FTE. The resulting interpretation should show why if projected enrolment is 3 per cent higher, attrition rises from 5 to 7 per cent, and appointment yield falls from 85 to 75 per cent, candidate requirement can rise by much more than 3 per cent because growth, replacement and pathway conversion compound. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    Institutional action on 13 scenario sensitivity should be tested against the joint case must remain plausible; it is not constructed by combining every extreme regardless of coherence. The institutional consequence follows from whether sensitivity is calculated sequentially and jointly. Reporting only one-factor changes can understate combined implementation pressure.

    273

    14 Interpretation tests

    14 interpretation tests cannot be judged without identifying the **boundary test** asks whether level, sector and geography match. A proportionate conclusion must also recognise that the **time test** asks whether the date supports a current, trend or projection statement. The **claim test** asks whether the measure can support the verb and conclusion. Before a result enters the narrative, the drafter applies four tests. The **unit test** asks whether the noun in the sentence matches the statistical unit.

    A defensible account of 14 interpretation tests distinguishes thus “the district has 500 teachers” fails if the value is post FTE; “class size fell” fails if only a pupil–teacher ratio changed; “absence is misconduct” fails if reasons are unverified; and “teacher quality improved” fails if only trained status rose. The public account remains incomplete unless it explains how correction is made in the sentence, not deferred to a distant footnote. The conclusion for the distribution of trained teachers across rural and urban schools should connect the finding to the competent authority, the affected learners and the evidence required at review.

    274

    15 Closing note on worked examples

    The practical standard for 15 closing note on worked examples concerns their value lies in making assumptions inspectable. For the learners concerned, the decisive consideration is whether a national application replaces every illustrative value with verified evidence and retains the same controls. All quantities in this appendix are hypothetical. They demonstrate calculation boundaries and failure modes; they do not describe a country, region or school.

    Part XXXV

    Workforce planning decision review

    275

    1 Purpose

    The central question in 1 purpose is it does not assess individual teachers and does not convert statistical exceptions into employment findings. A contrary reading would overlook that the decision review is used before a workforce plan is approved or materially revised. It asks whether the proposed stock, recruitment, deployment and financing decisions can produce the stated instructional service.

    276

    2 Service boundary

    For 2 service boundary, the material distinction is between a national balance is not accepted as evidence of district or subject sufficiency. The evidence must therefore clarify how the review confirms the education level, sector, geography, pupil population, curriculum and horizon. Teacher headcount, FTE, posts and instructional periods are aligned to that boundary.

    277

    3 Base-year integrity

    3 base-year integrity requires a decision about a material residual prevents precise projection and is carried as a sensitivity or corrected before decision. The resulting interpretation should show why opening stock is reconciled across personnel, establishment, payroll and school assignment. Unresolved duplicates, unassigned persons and unknown qualifications remain visible.

    278

    4 Demand logic

    4 demand logic requires a decision about upward rounding, minimum schools, subject periods, contact time and travel constraints are included. The resulting interpretation should show why the review rejects national-first arithmetic that cannot produce a feasible school timetable. Pupil projections are translated through school, class and curriculum organisation.

    279

    5 Supply logic

    Evidence concerning 5 supply logic should establish the plan cannot appoint more suitable candidates than the pathway supplies without identifying an interim route and its safeguards. A contrary reading would overlook that recruitment need separates growth and replacement. Training admissions, recognised completion, appointment acceptance and report-to-duty yields are not merged.

    280

    6 Deployment feasibility

    A defensible account of 6 deployment feasibility distinguishes a person is not counted at the receiving school until assignment becomes effective and service is confirmed. A contrary reading would overlook that apparent surplus is tested against minimum staffing, subject match, workload, location and lawful movement. Transfers have realistic dates and conditions.

    281

    7 Time and availability

    The practical standard for 7 time and availability concerns presence evidence retains its observation design and reason limitations. The public account remains incomplete unless it explains how the plan distinguishes intended calendar, school opening, teacher availability and delivered periods. Replacement provision is not counted twice.

    282

    8 Financial sustainability

    In assessing 8 financial sustainability, authorities must determine complementary materials and management are protected from unexamined salary crowding. A proportionate conclusion must also recognise that recurrent obligation remains visible after transitional finance ends. Salary, allowances, contributions, preparation, recruitment, induction, substitute capacity and deployment supports are costed over the horizon.

    283

    9 Equity and professional safeguards

    Evidence concerning 9 equity and professional safeguards should establish it also examines teacher conditions, consultation, privacy and due procedure. The evidence must therefore clarify how an efficiency measure that removes minimum service fails the review. The review examines rural and remote service, subject and language gaps, sex distribution, accessibility, turnover and groups exposed to weak provision.

    284

    10 Decision disposition

    10 decision disposition cannot be judged without identifying a material assumption failure reopens the relevant decision rather than being concealed in an aggregate variance. A contrary reading would overlook that the competent authority approves, revises, phases or rejects the plan with reasons. Approval identifies critical assumptions and the date on which actual recruitment, deployment, cost and instructional coverage will be compared with the plan.

    Part XXXVI

    Comparative conclusion

    285

    The public meaning of an equitable distribution

    A rural–urban comparison is credible only when it follows educational service from an authorised and funded position to a prepared person, a dated assignment and instruction that pupils can actually receive. National trained-teacher percentages remain necessary for global monitoring, but they do not establish distribution and they do not erase unknown records. Location categories, programme levels, provider coverage and preparation requirements must travel with every result. Where those conditions differ, the comparison should stop or be expressed as a qualified national profile rather than a ranked international series.[REF-04] [REF-11] [REF-15] [REF-26]

    Public action should address the point at which the distribution fails. Training additional candidates will not correct an unfilled rural establishment if appointment and housing remain the constraint. Transfer orders will not secure continuity if pay is late, professional support is absent or family and safety conditions make the post untenable. A national surplus will not resolve a local subject shortage without lawful, supported movement. The evidence should therefore name the responsible body, the affected schools, the duration of the gap and the observation that will demonstrate correction.[REF-02] [REF-14] [REF-28]

    The governing conclusion is restrained. The record available by 6 June 2010 supports a demanding framework for measurement and public responsibility; it does not support a single global estimate of the rural–urban trained-teacher gap. Authorities can nevertheless make unequal service visible now by reconciling personnel, school and finance records, publishing distributions rather than averages, retaining missing values, and examining whether marginalised learners receive dependable instruction from appropriately prepared teachers.

    The first discipline is definitional: each authority should publish the rule by which a teacher is counted as trained, the date on which that rule applied, the credentials still awaiting verification and the staff excluded from the calculation. The second is geographic: rural, urban, remote, peri-urban and difficult-post classifications should be linked to stable school codes, with boundary changes retained so that an apparent improvement is not merely a reclassification. The third is organisational: ratios should be read with school size, grade structure, language, subject timetable, leadership duties and shared appointments, since identical ratios can represent markedly different instructional arrangements. The fourth is distributive: publication should show medians, ranges, tails and the share of schools below a stated floor, allowing a severe local shortage to remain visible beside a favourable national total. The fifth is temporal: assignment, arrival, presence, transfer and departure occur on different dates, and a school-year snapshot should not turn a short posting or a prolonged vacancy into a full year of equivalent service. The sixth is fiscal: authorised establishments, funded positions, cash releases, payroll entries and payments received are successive observations, any one of which may explain why a nominal rural allocation does not become stable teaching. The seventh is professional: difficult service should not be treated as a penalty imposed upon new entrants; induction, mentoring, continuing education, secure accommodation, reliable pay and fair access to advancement affect both retention and educational quality. The eighth is evidential: school returns, personnel records, household information and direct verification answer different questions, and disagreement among them should be investigated rather than resolved by choosing the most convenient total. The ninth is protective: personal records require confidentiality, yet privacy does not justify suppressing aggregated evidence that a location, language group or category of school receives systematically weaker access to prepared teachers. The tenth is corrective: a reported disparity should lead to a dated responsibility, a feasible action and a later observation capable of showing whether the affected pupils actually received more dependable instruction. These disciplines also constrain international comparison. Cross-country summaries may describe the availability and direction of nationally reported differences, but they should not merge unlike qualification rules or silently treat missing rural records as zero disadvantage. Where comparable evidence is sparse, an honest profile of coverage, definitions and administrative losses is more useful than a precise-looking league table. The profile identifies the next record that must be reconciled and the public authority able to correct the gap. A final safeguard concerns interpretation. Trained status is evidence of recognised preparation; it is neither a direct observation of classroom practice nor a licence to infer the learning of individual pupils without additional evidence. Accordingly, an equitable workforce account joins preparation to place, place to time, time to curriculum and curriculum to the learners whom the system is obliged to serve. Every break in that chain should remain visible until correction is demonstrated. The final public record remains dated disaggregated transparent comparable proportionate cautious corrigible and centred upon stable prepared instructional capacity for every affected school and learner Authorities should disclose definitions denominators boundaries reference periods coverage exclusions revisions uncertainty and the distinction between posts persons assignments presence workload subject match professional preparation and delivered teaching Evidence should identify the weakest locations without stigmatising their staff or communities Resource decisions should recognise distance school size language safety housing transport family circumstances reliable remuneration induction mentoring supervision and advancement Monitoring should follow vacancies arrivals transfers departures repeated absence and the duration of interrupted service Comparative statements should stop where national rules cannot be aligned Missing observations remain unknown and adverse exceptions remain visible until verified action changes the condition experienced by pupils Findings should be reviewed with responsible local bodies and teacher representatives while preserving impartial statistical judgement lawful confidentiality.

    References

    1. REF-01

      World Education Forum. The Dakar Framework for Action: Education for All — Meeting Our Collective Commitments. 2000. ED-2000/WS/27.

      The commitment to expand free primary education of good quality and to improve the status, morale and professionalism of teachers.

      https://unesdoc.unesco.org/ark:/48223/pf0000121147
    2. REF-02

      International Labour Organization and United Nations Educational, Scientific and Cultural Organization. Recommendation concerning the Status of Teachers. 1966.

      International principles concerning teacher preparation, employment, professional participation, working conditions, rural service and educational planning.

      https://www.ilo.org/ilo-unesco-recommendation-concerning-status-teachers-1966
    3. REF-03

      Education for All Global Monitoring Report Team. Education for All: The Quality Imperative. 2004. EFA Global Monitoring Report 2005.

      The contemporaneous global account of education quality, teacher availability, qualification, working conditions and the relationship between enabling inputs and learning.

      https://unesdoc.unesco.org/ark:/48223/pf0000137333
    4. REF-04

      UNESCO Institute for Statistics. Global Education Digest 2004: Comparing Education Statistics Across the World. 2004.

      International definitions and comparative education statistics relevant to teachers, pupils, programme levels and data coverage.

      https://uis.unesco.org/sites/default/files/documents/global-education-digest-2004-comparing-education-statistics-across-the-world-en_0.pdf
    5. REF-05

      World Bank. World Development Indicators 2004. 2004.

      Contemporaneous regional and country indicators for pupil–teacher ratios and the percentage of primary teachers trained, with methodological notes on coverage and comparability.

      https://documents.worldbank.org/curated/en/517231468762935046/pdf/289690PAPER0WDI02004.pdf
    6. REF-06

      World Bank. World Development Report 2004: Making Services Work for Poor People. 2003. Chapter 1 and tables 1.2–1.3; education service-delivery chapters.

      Evidence on provider presence, public-service accountability and the distinction between financed posts and services received.

      https://documents1.worldbank.org/curated/en/832891468338681960/pdf/268950WDR00PUB0ces0work0poor0people.pdf
    7. REF-07

      World Bank. Achieving Universal Primary Education by 2015: A Chance for Every Child. 2003. Chapters 3–5 and technical annexes.

      A contemporaneous country-based costing and policy model linking enrolment, teacher salaries, pupil–teacher ratios, deployment, repetition and non-salary inputs.

      https://documents1.worldbank.org/curated/en/558081468767411386/pdf/multi0page.pdf
    8. REF-08

      Organisation for Economic Co-operation and Development. Education at a Glance 2004: OECD Indicators. 2004. Indicators D1–D4 and Annex 3.

      Definitions and comparative evidence concerning class size, full-time-equivalent student–teacher ratios, instruction time, teaching time and teacher working conditions.

      https://doi.org/10.1787/eag-2004-en
    9. REF-09

      United Nations Millennium Project. Investing in Development: A Practical Plan to Achieve the Millennium Development Goals. 2005.

      The development-planning context available at the cut-off, including the need to cost teacher recruitment, training and supporting inputs within national strategies.

      https://digitallibrary.un.org/record/564468
    10. REF-10

      United Nations Educational, Scientific and Cultural Organization. International Standard Classification of Education: ISCED 1997. 1997. BPE-98/WS/1.

      The programme-level classification needed to align teacher and pupil counts across national education structures.

      https://uis.unesco.org/sites/default/files/documents/international-standard-classification-of-education-1997-en_0.pdf
    11. REF-11

      United Nations Economic and Social Council. Fundamental Principles of Official Statistics. 1994. E/RES/1994/13.

      Principles governing impartiality, professional methods, transparency, correction and confidentiality in workforce statistics.

      https://unstats.un.org/unsd/dnss/gp/fundprinciples.aspx
    12. REF-12

      United Nations General Assembly. Convention on the Rights of the Child. 1989. A/RES/44/25. Articles 2, 28 and 29.

      The rights and non-discrimination basis for examining whether teacher allocation secures effective educational opportunity for every child.

      https://www.ohchr.org/en/instruments-mechanisms/instruments/convention-rights-child
    13. REF-14

      World Education Forum. The Dakar Framework for Action: Education for All — Meeting Our Collective Commitments. 2000. ED-2000/WS/27.

      The 2015 commitments on universal primary education, gender equality, literacy and education quality, including the requirement for sufficient and properly supported teachers.

      https://unesdoc.unesco.org/ark:/48223/pf0000121147
    14. REF-15

      United Nations General Assembly. United Nations Millennium Declaration. 2000. A/RES/55/2.

      The international development commitments within which primary completion and gender equality place additional demands on education-system capacity.

      https://undocs.org/A/RES/55/2
    15. REF-16

      Education for All Global Monitoring Report Team. Education for All: The Quality Imperative — EFA Global Monitoring Report 2005. 2004.

      Comparative evidence on access, completion, learning, pupil–teacher conditions, teacher preparation and the relationship between expansion and educational quality.

      https://unesdoc.unesco.org/ark:/48223/pf0000137333
    16. REF-26

      Education for All Global Monitoring Report Team. Reaching the Marginalized — EFA Global Monitoring Report 2010. 2010.

      Contemporaneous global evidence on marginalisation, teacher deployment, educational quality and unequal learning conditions.

      https://unesdoc.unesco.org/ark:/48223/pf0000186606
    17. REF-27

      World Bank. The Global Economic Crisis: Assessing Vulnerability with a Poverty Lens. 2009.

      Matrix-designated contemporaneous analysis of fiscal, household and service vulnerability during the global economic crisis.

      https://documents1.worldbank.org/curated/en/211761468191968451/pdf/521490WP0Educa10Box345553B01PUBLIC1.pdf
    18. REF-28

      Commission of the European Communities. Improving the Quality of Teacher Education. 2007. COM(2007) 392 final.

      Official European Commission analysis of initial teacher education, induction, continuing professional development and coherent teacher policy.

      https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52007DC0392
    19. REF-29

      Commission of the European Communities. Efficiency and Equity in European Education and Training Systems. 2006. COM(2006) 481 final.

      Official European Commission analysis of the relationship between equitable access, educational disadvantage and efficient public allocation.

      https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52006DC0481
    20. REF-30

      Council of the European Union. Council conclusions on a strategic framework for European cooperation in education and training (ET 2020). 2009. 2009/C 119/02.

      Contemporaneous European policy framework addressing quality, equity, professional development and effective educational investment.

      https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52009XG0528(01)