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Portugal:Adult Education and Training Funding

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Overview Portugal

Contents

Portugal:Political, Social and Economic Background and Trends

Portugal:Historical Development

Portugal:Main Executive and Legislative Bodies

Portugal:Population: Demographic Situation, Languages and Religions

Portugal:Political and Economic Situation

Portugal:Organisation and Governance

Portugal:Fundamental Principles and National Policies

Portugal:Lifelong Learning Strategy

Portugal:Organisation of the Education System and of its Structure

Portugal:Organisation of Private Education

Portugal:National Qualifications Framework

Portugal:Administration and Governance at Central and/or Regional Level

Portugal:Administration and Governance at Local and/or Institutional Level

Portugal:Statistics on Organisation and Governance

Portugal:Funding in Education

Portugal:Early Childhood and School Education Funding

Portugal:Higher Education Funding

Portugal:Adult Education and Training Funding

Portugal:Early Childhood Education and Care

Portugal:Organisation of Programmes for Children under 3 years

Portugal:Teaching and Learning in Programmes for Children under 3 years

Portugal:Assessment in Programmes for Children under 3 years

Portugal:Organisation of Programmes for Children over 3 years

Portugal:Teaching and Learning in Programmes for Children over 3 years

Portugal:Assessment in Programmes for Children over 3 years

Portugal:Organisational Variations and Alternative Structures in Early Childhood Education and Care

Portugal:Single Structure Education (Integrated Primary and Lower Secondary Education)

Portugal:Organisation of Single Structure Education

Portugal:Teaching and Learning in Single Structure Education

Portugal:Assessment in Single Structure Education

Portugal:Organisational Variations and Alternative Structures in Single Structure Education

Portugal:Upper Secondary and Post-Secondary Non-Tertiary Education

Portugal:Organisation of General Upper Secondary Education

Portugal:Teaching and Learning in General Upper Secondary Education

Portugal:Assessment in General Upper Secondary Education

Portugal:Organisation of Vocational Upper Secondary Education

Portugal:Teaching and Learning in Vocational Upper Secondary Education

Portugal:Assessment in Vocational Upper Secondary Education

Portugal:Organisation of Post-Secondary Non-Tertiary Education

Portugal:Teaching and Learning in Post-Secondary Non-Tertiary Education

Portugal:Assessment in Post-Secondary Non-Tertiary Education

Portugal:Higher Education

Portugal:Types of Higher Education Institutions

Portugal:First Cycle Programmes

Portugal:Bachelor

Portugal:Short-Cycle Higher Education

Portugal:Second Cycle Programmes

Portugal:Programmes outside the Bachelor and Master Structure

Portugal:Third Cycle (PhD) Programmes

Portugal:Adult Education and Training

Portugal:Distribution of Responsibilities

Portugal:Developments and Current Policy Priorities

Portugal:Main Providers

Portugal:Main Types of Provision

Portugal:Validation of Non-formal and Informal Learning

Portugal:Teachers and Education Staff

Portugal:Initial Education for Teachers Working in Early Childhood and School Education

Portugal:Conditions of Service for Teachers Working in Early Childhood and School Education

Portugal:Continuing Professional Development for Teachers Working in Early Childhood and School Education

Portugal:Initial Education for Academic Staff in Higher Education

Portugal:Conditions of Service for Academic Staff Working in Higher Education

Portugal:Continuing Professional Development for Academic Staff Working in Higher Education

Portugal:Initial Education for Teachers and Trainers Working in Adult Education and Training

Portugal:Conditions of Service for Teachers and Trainers Working in Adult Education and Training

Portugal:Continuing Professional Development for Teachers and Trainers Working in Adult Education and Training

Portugal:Management and Other Education Staff

Portugal:Management Staff for Early Childhood and School Education

Portugal:Staff Involved in Monitoring Educational Quality for Early Childhood and School Education

Portugal:Education Staff Responsible for Guidance in Early Childhood and School Education

Portugal:Other Education Staff or Staff Working with Schools

Portugal:Management Staff for Higher Education

Portugal:Other Education Staff or Staff Working in Higher Education

Portugal:Management Staff Working in Adult Education and Training

Portugal:Other Education Staff or Staff Working in Adult Education and Training

Portugal:Quality Assurance

Portugal:Quality Assurance in Early Childhood and School Education

Portugal:Quality Assurance in Higher Education

Portugal:Quality Assurance in Adult Education and Training

Portugal:Educational Support and Guidance

Portugal:Special Education Needs Provision within Mainstream Education

Portugal:Separate Special Education Needs Provision in Early Childhood and School Education

Portugal:Support Measures for Learners in Early Childhood and School Education

Portugal:Guidance and Counselling in Early Childhood and School Education

Portugal:Support Measures for Learners in Higher Education

Portugal:Guidance and Counselling in Higher Education

Portugal:Support Measures for Learners in Adult Education and Training

Portugal:Guidance and Counselling in a Lifelong Learning Approach

Portugal:Mobility and Internationalisation

Portugal:Mobility in Early Childhood and School Education

Portugal:Mobility in Higher Education

Portugal:Mobility in Adult Education and Training

Portugal:Other Dimensions of Internationalisation in Early Childhood and School Education

Portugal:Other Dimensions of Internationalisation in Higher Education

Portugal:Other Dimensions of Internationalisation in Adult Education and Training

Portugal:Bilateral Agreements and Worldwide Cooperation

Portugal:Ongoing Reforms and Policy Developments

Portugal:National Reforms in Early Childhood Education and Care

Portugal:National Reforms in School Education

Portugal:National Reforms in Vocational Education and Training and Adult Learning

Portugal:National Reforms in Higher Education

Portugal:National Reforms related to Transversal Skills and Employability

Portugal:European Perspective

Portugal:Legislation

Portugal:Institutions

Portugal:Glossary

Funding

Adult education and training provided by the Ministry of Education and the Ministry of the Economy are funded by both the state budget and the Human Capital Operational Programme (Programa Operacional do Capital Humano- POCH), which is part of the Portugal 2020 strategy.

As part of its Area 3 - Lifelong Learning, Qualification and Improved Employability, the POCH accepts applications from bodies associated with adult education and training, as shown in the following table.

What provision is planned?

Who can apply?

For who?

Qualification and Vocational Education Centres and recognition, validation and certification of competencies processes.

Bodies managing Qualification and Vocational Education Centres  and future Qualifica Centres.

 

Young people and adults, who have not completed basic or secondary education, who wish to improve or certify their competencies.

Apprenticeship course

 

Employment and Vocational Training Institute

Young people who have completed the 9th year or higher, without completing upper-secondary (12th year).

Adult Education and Training Courses

 

Public vocational schools and bodies which manage private vocational schools, public educational establishments, bodies that own private and cooperative education establishments and the Employment and Vocational Training Institute

Adults who have not completed basic or secondary education and who aim to complete any cycle of non-higher education or who wish to obtain a vocational certification.

Recurrent education courses

Public vocational schools and bodies that own private vocational schools, public educational establishments, bodies that own private and cooperative education institutions

Students who have not completed upper-secondary education

 

The POCH is funded by the European Social Fund (85%) and the remaining 15% by public funds that part of the state budget.

Applications must be made through the Balcão 2020 online platform.

Expenditure eligible for support under the POCH, in accordance with Ordinance no. 60-A/2015, 2nd March, amended by Ordinance No. 122/2016, 4th May, includes:

  1. Expenditure on trainees, the cost of scholarships, food, transport and accommodation, as well as other expenditure on trainees, such as support for their dependents;
  2. Expenditure on trainers and consultants, the costs of remuneration and other teacher and trainer expense;
  3. Expenditure on other associated non-teaching staff, remuneration for management, technicians, administrative staff, socio-cultural mediators and personal and social mediators, and other staff involved in operational design, preparation, development, management, monitoring and assessment;
  4. Rents, leases and amortizations, expenses related to the lease or amortization of equipment directly related to operations, and spending on rent or amortization of premises where training takes place, as well as the lease or amortization of vehicles used to transport trainees and other participants, without prejudice to the provisions of paragraph 4, article 16;
  5. Direct costs associated with the preparation, development, monitoring and assessment of operations, spending on preparation of needs analyses, dissemination of operations, selection of trainees and other participants, the purchase, preparation and reproduction of teaching materials, acquisition of books and documentation, spending on teaching materials, travel expenses incurred by the group that are associated with training and specialized technical services related to the assessment of projects and general results, except those provided for in sub-paragraph c) ;
  6. General project costs, other expenses necessary for the design, development and management of operations, such as running costs on energy, water, communications, consumables and non-durable goods, overheads for maintenance of equipment and premises, expenses related to legal advice, notary fees, as well as technical and financial expertise.

 

Fees Paid by Learners

The only training that requires the payment of a fee by learners is part of the Training Initiative for Entrepreneurs. In terms of the primary education level, that initiative involved the payment of an enrolment fee of 250 euros, which would be refunded when training is successfully completed.

At advanced level, the learner was obliged to pay an enrolment fee of 250 euros which was not refunded.

The training given as part of this initiative, which was created according to Ordinance no. 183/2010, March 29, finished on June 30, 2011.


Financial Support for Adult Learners

In relation to Adult Education and Training provision training grants or other social benefits can be given to trainees, particularly the unemployed, those at risk of social exclusion, those at risk of becoming unemployed or those with disabilities, in accordance with the law in force.

In the Adult Education and Training courses, trainees receive a training grant or other forms of socio-educational assistance from the Ministry of Education or the Ministry of Economy. The central and regional services of each ministry are responsible for stipulating the number and value of the grants to be awarded to each training area, as well as for monitoring the academic progress of trainees.


Private Education

According to Ordinance No. 230/2008, 7th March, altered by Ordinance No. 283/2011, 24th October, “the Adult Education and Learning (AEL) courses and the modular trainings are promoted by entities of public, private or cooperative nature, namely education institutions, professional training centres, municipalities, enterprises or business associations, trade unions and local, regional and national context associations […] as long as they integrate the training entities network within the national qualifications system.”

Decree-Law no. 4/98, 8th January, says that professional schools can apply to public funding of the expenses inherent to professional courses they organize, funding that is made in the form of contract-program with the State with the duration of three years.

Besides that, they benefit of special access conditions to non-refundable grants and subsidised credit lines for the acquisition, construction and fit-outs of private or cooperative education establishments and others specifically created for professional education and training.

There are also private education institutions that work in AEL, but are validated and certified by the State and integrate its network, and are therefore funded by the Institute of Employment and Vocational Training (Instituto do Emprego e Formação Profissional – IEFP): besides the Professional Training Centres under direct management of IEFP, the Professional Training Centres of Participated Management which, according to  Decree-Law no. 165/85, 16th May,  can receive funds up to 95% of their current expenses and 100% of their capital expenses.

These centres are a result of the celebration of protocols between IEFP and one or more associations and entities that represent employers and social associations of several economic activity sectors. The idea was to involve both the employers and the other social partners in the effort of training and qualification of human resources, of which they will benefit the most.

On the other hand, the employers and the professional associations of workers have the opportunity to state in a faster and more straightforward way their specific needs of human resources and their needs in what concerns professional skills and certifications, as well as share de expected evolutions for the future and assess the quality of the training received.

The private education institutions can also have their courses certified without receiving any type of public funding, in which case the funding will be made through tuitions charged to the students. They can, however, apply to European funding, in which case the value of the tuitions charged to the students is conditioned.

Besides this, every public or private institution can apply to funds from European programs like the Human Capital Operational Program (Programa Operacional Capital Humano – POCH), which, within its 3rd Axis, has the goal of directly participate in the amelioration of the qualification of the adult population, support the segment of young people and adults that didn’t complete secondary education, together with the adults that didn’t complete basic or secondary education, promoting adult population qualification and subsequently their employability, focusing in certified training and in Recognition, Validation and Certification of Competences processes.

Besides this, every public or private institution can apply to funds from European programs for purposes of learning mobility and transnational cooperation that, in Portugal, are managed by Erasmus+ National Agency (Agência Nacional Erasmus+), namely the Erasmus+: Grundtvig and the Erasmus+:Leonardo da Vinci programs.