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Portugal:Higher Education 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

Public higher education is mainly funded by resources from the State Budget (55.2%), as well as from its own revenues.

These revenues (44.8%) include student fees, European funds that stem from o-financed projects, donations and services.

The Programa Orçamental Ciência e Ensino Superior (Science and Higher Education Budget Programme) is designed to improve and widen access to higher education via better structuring of the network and higher education institution provision, thus helping to increase the proportion of the Portuguese population attending higher education courses, as well as encouraging international competitiveness within the scientific community and better transfer of scientific and technological knowledge between research and development centres and business.

 

Financial Autonomy and Control

According to current legislation, public higher education institutions enjoy autonomy in relation to the State in the areas of administration, finance and assets.

The management of each HEI’s finances and assets is controlled by a single supervisor, under the terms of the law. In addition to this control, the Instituto de Gestão Financeira da Educação - IGeFE, I.P. (Institute of Financial Management for Education, which is the coordinating body for the budget programme, monitors the implementation of the HEI budget, as well as ensuring efficient, effective and economical management of resources, and compliance with current legislation. It is also responsible for the overall assessment of the implementation of HEI policies and results.

HEIs are subject to audits by the Ministry of Finance and the Ministry of Science, Technology end Higher Education.

 

Fees within Public Higher Education

Fees are intended to cover part of the operating costs and investments made by HEI and are charged to all students. Nevertheless they are subjected to a legal maximum.

The annual tuition fees for the 1st and 2nd cycle courses are fixed by each higher education institution and range from € 656.50 to € 1,063.47 (2016-2017).

The minimum value of the above fees is calculated as a 1.3 times the national minimum wage at the beginning of each school year. The maximum wage value is updated every year according to the rate of inflation. Most institutions adopt the maximum value.

These amounts are charged only to Portuguese students, students coming from Portuguese language countries – except Brazil – and students from other European Union countries. Students coming from countries other than these, according to the International Student Statutes, can be charged higher tuitions that correspond to the real cost of the course.

Differences in the amounts collected in tuition fees depending on the courses/ institutions are decided by each HEI, and payment is made to the institution attended by the student.

For more information, please check information on chapter Higher Education and the Eurydice Report National Student Fee and Support Systems in European Higher Education 2016-2017.

 

Financial Support for Learners' Families

Tax benefits for parents are provided through the deduction of educational expenses.

Family allowance is granted to families with sons/daughters enrolled in higher education, less than 24 years old when the household income does not exceed € 8,803.62 and when the family assets are less than € 100, 612.80.

 

Financial Support for Learners

Student scholarships can be need or merit based.

Eligibility for need based scholarships is determined by the income of the student and his family.

Need based grants amount vary between € 1,063.47 and € 5,675 per year (2016-2017).

Merit-based grants amount is € 2 650 (2016-2017). 

There are grants for needy students and special scholarships for outgoing mobile students.

Some HEIs offer special support to students that are undergoing financial difficulties that result from the alteration of the socioeconomic situation of the family along an academic year. An example is the Emergency Support scheme offered by ISCTE-IUL. This type of support isn’t, however, regulated at central level, and each HEI decides if and in what conditions it is conceded.

There is a special loan scheme for higher education students at low rates, with government guarantee. In 2011/12, 3.66 % of all students enrolled took out the loan. 

The educational expenses are partially deductible on IRS (individual income tax) if the student constitutes himself as an independent household.

For students with (special) needs, there are grants/supports/subsidies/allowances for accommodation, meals, transport and even healthcare.

 

System of Loans with Mutual Guarantees for Higher Education Students

The system of loans with mutual guarantees for higher education students established by Decree-Law no. 309-A/2007, 7th September, is intended to fund the completion of Licenciatura (1st Cycle), Mestrado (2nd Cycle), Programa de Mestrado integrado  (integrated master programme), Doutoramento (3rd Cycle - PhD) and Cursos de Especialização Tecnológica - CET  (Technological Specialization Courses) including students involved with international mobility programmes, in particular for time spent abroad as part of the Erasmus programme and other international student exchange initiatives.

The loans are guaranteed by the State, which means that they are granted without the need for collateral and equity guarantees, enjoying a low interest rate with a maximum spread of 1%, which is reduced for students with better academic results. The maximum amount of funding is €25,000, however only €1,000 to €5,000 can be used per year. This system operates in addition to social support mechanisms and works on the principle of universality.

 

Private Education

Foundational and private institutions are free to define the allocation of resources within their budgets.