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LISBON STRATEGY <br />
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NATIONAL PLAN OF REFORMS (PNR) ‐ PORTUGAL <br />
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Cabinet of the <strong>National</strong> Coordinator of the Lisbon Strategy <br />
and the Technological Plan <br />
<br />
Report on the implementation of the PNACE 2005‐<strong>2008</strong> <br />
PNR – New Cycle <strong>2008</strong>‐<strong>2010</strong> <br />
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OCTOBER <strong>2008</strong> <br />
R u a d a L a p a , 7 3 1 2 0 0 ‐ 7 0 1 L i s b o a <br />
w w w . e s t r a t e g i a d e l i s b o a . p t | w w w . p l a n o t e c n o l o g i c o . p t <br />
http: / / v i d e o s . s a p o . p t / p l a n o t e c n o l o g i c o <br />
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PRESIDÊNCIA DO CONSELHO DE MINISTROS <br />
GABINETE DO COORDENADOR NACIONAL DA ESTRATÉGIA DE LISBOA E DO PLANO TECNOLÓGICO <br />
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INDEX<br />
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Introduction <br />
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Part 1 – PNACE 2005/<strong>2008</strong>; a <strong>programme</strong> in Full Implementation and in line with <br />
<strong>European</strong> Union Recommendations <br />
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Part 2 ‐ PNR / New Cycle (<strong>2008</strong>/<strong>2010</strong>); Consolidating Reforms <br />
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Part 3 – Outcome of the implementation of PNACE 2005/<strong>2008</strong> <br />
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Annexes and useful Links <br />
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Outubro <strong>2008</strong> <br />
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PRESIDÊNCIA DO CONSELHO DE MINISTROS <br />
GABINETE DO COORDENADOR NACIONAL DA ESTRATÉGIA DE LISBOA E DO PLANO TECNOLÓGICO <br />
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INTRODUCTION <br />
<br />
<br />
The Renewed Lisbon Strategy approved by the Spring <strong>European</strong> Council in 2005 <br />
envisaged that each Member State would develop and implement a <strong>National</strong> Reform <br />
Programme focussed on Growth and Employment, based on 24 guidelines that cover <br />
the Macro, Micro and Employment dimensions and to be applied between 2005/<strong>2008</strong>. <br />
<br />
<strong>Portugal</strong> approved an ambitious <strong>reform</strong> <strong>programme</strong> and presented it to the <strong>European</strong> <br />
Commission. It is entitled the <strong>National</strong> Action Programme for Growth and <br />
Employment (PNACE 2005/<strong>2008</strong>) and is structured into 4 targets, 7 priorities and 125 <br />
measures. <br />
<br />
There has been a high level of compliance and also results in the implementation of <br />
the <strong>programme</strong> as set out in the first and third parts of this report; the evaluation <br />
report approved by the <strong>European</strong> Commission in this year’s Spring Council has <br />
classified <strong>Portugal</strong> as a country that is making “Good Progress” in the implementation <br />
of its PNR. <br />
From the very first, the implementation of the Renewed Lisbon Strategy focussed on <br />
execution and results and had the joint involvement of public policies and civil society <br />
initiatives. <br />
In this context, and bearing in mind the strategic conformity that has been seen, the <br />
recommendations and warnings from the <strong>European</strong> Commission were always <br />
interpreted as a boost and stimulus to increase the quality and intensity of the <br />
execution of the PNACE 2005/<strong>2008</strong>. The result of the convergence effort and response <br />
are presented in the first part of this report. <br />
The impact assessment is a fundamental tool for the effectiveness of policies. Hence, <br />
in addition to the control of the level of execution and compliance with targets and <br />
objectives, the concept of impact “drivers” was also introduced. The nine “drivers” <br />
selected are used in the third part to show the main lines of execution in the last year <br />
of the implementation of the PNACE 2005/<strong>2008</strong>. <br />
The second part of this report also presents the strong lines for the launch and <br />
realisation of the New Cycle of the Lisbon Strategy in <strong>Portugal</strong>. <br />
A new cycle for the <strong>2008</strong>/<strong>2010</strong> period was approved in the Slovenian Presidency of <br />
the <strong>European</strong> Union but the contribution made to its design by the Portuguese <br />
Presidency in the second semester of 2007 has been recognised as extremely <br />
relevant; this cycle boosts the country’s commitment to the future of a <strong>European</strong> <br />
Strategy that is able to empower the Union to overcome the challenges of <br />
globalisation in a context of economic, social and environmental sustainability. <br />
<br />
Outubro <strong>2008</strong> <br />
3
PRESIDÊNCIA DO CONSELHO DE MINISTROS <br />
GABINETE DO COORDENADOR NACIONAL DA ESTRATÉGIA DE LISBOA E DO PLANO TECNOLÓGICO <br />
This report frames a broadened and ambitious vision of the application of the Lisbon <br />
Strategy in its dual national and <strong>European</strong> dimensions as an internal and external <br />
strategy of the positioning and action of <strong>Portugal</strong> and the <strong>European</strong> Union in the <br />
global economy, which is especially important at a time of international crisis and <br />
change of paradigm. <br />
Hence, the structural funds and the cohesion fund in the context of the <strong>National</strong> <br />
Strategic Reference Framework (NSRF) will be assumed as fundamental support <br />
instruments for the implementation of the Lisbon Strategy in <strong>Portugal</strong> in the <br />
<strong>2008</strong>/2013 period. <br />
The preparation of this document has been supported by extensive interaction and <br />
feedback from the Inter Ministerial Network for the Coordination and Implementation <br />
of the Lisbon Strategy and from the economic and social partners, and from <br />
coordinated work with the ESC (Economic and Social Council) and with the CNADS <br />
(<strong>National</strong> Council for the Environment and Sustainable Development). <br />
Bilateral lines of work were also developed with the permanent members of the ESC <br />
who produced specific contributions for the formulation of the document during the <br />
preparatory visit made by the delegation from the <strong>European</strong> Commission to <strong>Portugal</strong> <br />
in July this year. <br />
The time horizon of this new cycle of the Lisbon Strategy is <strong>2010</strong>. Although this is a <br />
relatively short period, a rigid definition of the <strong>National</strong> Reform Programmes, which <br />
have structural goals and play a vital role towards generating a new momentum for <br />
economic growth, is both unnecessary and inappropriate given the need to be <br />
attentive to the way the context evolves. Hence, the strategic measures identified will <br />
of course be adapting systematically 1 . <br />
The success of the New Cycle implies that the Lisbon Agenda will be projected to a <br />
substantially broader horizon. We are confident that this will be the conclusion of the <br />
debate taking place on the post <strong>2010</strong> Lisbon Agenda and we have included this <br />
conviction in our assumptions when drawing up this report. <br />
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1 This document has been approved in the extraordinary Council of Ministers of 12 th of October. <br />
Due to the preliminary discussion of the Government Budget for 2009 occurred in that Council, <br />
the expectations are to the inclusion of specific measures in order to respond to the international <br />
crises in financial markets, namely the ones aiming the stabilization of the financial markets and, <br />
in particular, what concerns to SME and families support, the decrease of IRC taxes to companies <br />
and the increase of the SME Aid Fund, as well as the enlargement of specific social transfers. <br />
Outubro <strong>2008</strong> <br />
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#1 PART <br />
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PNACE 2005/<strong>2008</strong> <br />
A Programme in full <br />
implementation and aligned <br />
with <strong>European</strong> Union <br />
Recommendations
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INDEX <br />
<br />
<br />
<br />
Introduction ................................................................................................................ 3 <br />
<br />
Recommendation 1 – Reorientation of public expenditure ....................................... 5 <br />
<br />
Recommendation 2 ‐ Improve qualifications .............................................................. 7 <br />
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Recommendation 3 ‐ Modernise legislation and employment protection ............... 13 <br />
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Future Challenge 4 – Sustainability of public accounts ............................................. 16 <br />
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Future Challenge 5 – Implementation of the Technological Plan ............................. 17 <br />
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Future Challenge 6 – Competition and regulation .................................................... 20 <br />
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Future Challenge 7‐ Better Regulation Programme................................................... 22 <br />
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Future Challenge 8 – Transposition of <strong>European</strong> Union legislation........................... 24 <br />
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Future Challenge 9 – Reduction of greenhouse gas emissions ................................. 27 <br />
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Future Challenge 10 ‐ Factors threatening social cohesion...................................... 28 <br />
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2
|<br />
INTRODUCTION<br />
<br />
<br />
PNACE 2005/<strong>2008</strong> is an agenda in full implementation, as seen in the third part of this <br />
report and the respective annexes. <br />
<br />
Following the execution of the <strong>programme</strong>, 4 goals were set: reduction of the budget <br />
deficit from 6.8% (projection for 2005) to 2.6% of GDP (starting from a stagnant <br />
situation in 2005), increase in the employment rate to 69%, doubling the public <br />
investment and trebling the private investment in R&D. <br />
<br />
The first goal was reached one year earlier than forecast and the public deficit in 2007 <br />
was 2.6% of GDP. The actual growth of GDP in 2007 was 1.9% which enabled this goal <br />
to be fully achieved. However, in May the international crisis led to a review of the <br />
growth projections for <strong>2008</strong> to a rate of 1.5% 1 . For the second quarter of <strong>2008</strong>, the <br />
growth of the GDP was 0.7% (0.9% in the first quarter of <strong>2008</strong>). <br />
<br />
The employment rate was 67.8% in 2007 and reached 68.6% in the 2 nd quarter of <br />
<strong>2008</strong>. The employment rate for women went up to 61.9% in 2007 and 62.3% in the 2 nd <br />
quarter of <strong>2008</strong>. For senior workers (55‐64 years old) the rate amounted to 50.9% in <br />
2007 and 51.2% in the 2 nd quarter of <strong>2008</strong>. The net job creation reached a value of <br />
nearly 133,800 between the 1 st quarter of 2005 and the 2 nd quarter of <strong>2008</strong>. <br />
<br />
Finally, the public investment in R&D was doubled one year ahead of forecast and was <br />
reflected in the State Budget of the current year. The results of the survey on the <br />
scientific and technological potential in course are now awaited so as to confirm the <br />
expectations of a very significant increase in private investment, corresponding to the <br />
goal of its trebling. <br />
<br />
These results were reached within the framework of a strong alignment with the <br />
Recommendations from the <strong>European</strong> Union which systematically validated the <br />
priorities defined and acting as incentives not to slow down given their ambition and <br />
impact. <br />
<br />
In the evaluation of the 2007 report, the recommendations to <strong>Portugal</strong> can be <br />
summed up in three lines of action: <br />
<br />
1. To reorientate the public expenditure towards the reinforcement of the economic <br />
growth potential, keeping a strict control of overall expenditure, within the context of <br />
the corrections in course of budget imbalances and the Public Administration <strong>reform</strong>; <br />
2. To significantly improve the efficiency of the education system, namely through <br />
the increase of the qualification levels of youth, fighting against the early dropping out <br />
<br />
1 Meanwhile, and due to the international crises in financial markets, the projections for GDP growth to<br />
<strong>2008</strong> was reviewed to 0,8%.<br />
<br />
3
from school and providing a vocational training system that is adapted to the labour <br />
market needs and that is based upon the “<strong>National</strong> Qualifications Framework”; <br />
3. To pursue the efforts to modernise the labour protection mechanism, namely the <br />
legislation, in order to reduce the significant segmentation of the labour market, <br />
within the framework of the Flexicurity approach. <br />
<br />
In putting these lines of action into effect, the <strong>European</strong> Commission invites <strong>Portugal</strong> <br />
to pay particular attention to the following future challenges: <br />
<br />
4. To continue boosting the long term sustainability of the public finances and the <br />
sustained reduction of the current balance; <br />
5. To pursue the application of the Technological Plan, consolidating the <br />
connections between research, higher education and industry, fostering increased <br />
participation from the private sector; <br />
6. To assure effective competition, namely in the energy markets and financial <br />
services; <br />
7. To pursue the application of the Better Regulation <strong>programme</strong> and, in particular, <br />
the reinforcement of the impact evaluation system; <br />
8. To reduce the deficit in the transposition of EU legislation to national law; <br />
9. To prepare and apply the measures required to reduce greenhouse gas emissions; <br />
10. To continue the fight against factors threatening social cohesion. <br />
<br />
These recommendations and future challenges are in full alignment with the strategic <br />
and operational priorities assumed for the implementation of the PNACE 2005/<strong>2008</strong> <br />
and will be followed in the PNR – New Cycle <strong>2008</strong>/<strong>2010</strong>. <br />
<br />
The main constraint on the improvement of <strong>Portugal</strong>’s economic, social and <br />
environmental sustainability in the past few years has been the insufficient levels of <br />
economic growth and, in particular, the limited potential growth induced by the low <br />
productivity of the factors. <br />
<br />
Hence, and in compliance with the <strong>European</strong> Commission Recommendations, the <br />
pledge in the quality of public finances and the allocation of the resources of the <br />
<strong>National</strong> Strategic Reference Framework (NSRF 2007/2013) has been achieved by <br />
focusing on a mobilising agenda towards growth and competitiveness – the <br />
Technological Plan – driven by the mobilisation of the Portuguese society and the <br />
concentration of public policies on resolving the factors blocking <strong>Portugal</strong>’s the <br />
potential growth. <br />
<br />
The Technological Plan (PT), together with the Stability and Growth Pact (PEC), the <br />
<strong>National</strong> Employment Plan (PNE), the <strong>National</strong> Strategy for Social Protection and <br />
Social Inclusion (EPSIC) and the <strong>National</strong> Land Use Planning Programme (PNPOT), in <br />
the wider framework of the <strong>National</strong> Strategy for Sustainable Development (ENDS <br />
2015), the Pledge with Science initiative and the Connecting <strong>Portugal</strong> Programme, <br />
amongst other, constitute the foundation for the application of the Lisbon Strategy in <br />
<strong>Portugal</strong>, whose earmarking, acknowledged in the <strong>National</strong> Strategic Reference <br />
Framework (NSRF), is of 83%. <br />
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4
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Within this strategic framework, <strong>Portugal</strong> believes it has already been acting in line <br />
with the recommendations and future challenges indicated by the <strong>European</strong> Union <br />
with many of the measures integrated in PNACE 2005/<strong>2008</strong>, and it is ready to <br />
reinforce these concerns in the PNR – New Cycle <strong>2008</strong>/<strong>2010</strong> 2 . Within this context, the <br />
reading of the responses to the recommendations and future challenges issued by the <br />
<strong>European</strong> Union, presented below, must be complemented by comprehensive and <br />
more developed information in the PNR – New Cycle and the Outcome of the last <br />
year of execution of PNACE. <br />
<br />
It should be stressed that the implementation of PNACE 2005/<strong>2008</strong> followed a matrix <br />
logic that, taking into account the central axes set by the guidelines of the renewed <br />
Lisbon Strategy at the Macro, Micro and Employment levels, also reflected the <br />
different policies in transversal approaches on critical spheres for the promotion of an <br />
inclusive society, such as qualifications, innovation, youth and gender equality. <br />
<br />
It was this matrix approach that provided strength to the implementation of the <br />
PNACE 2005/<strong>2008</strong>, enabling a positive outcome in the way global responses were <br />
given and consistent with the <strong>European</strong> Commission recommendations. <br />
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1. REORIENTATION OF THE PUBLIC EXPENDITURE: FOCUS ON <br />
PRODUCTIVITY AND EVALUATION, FOLLOW‐UP AND MONITORING OF <br />
PUBLIC EXPENDITURE 3 <br />
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Recommendation: “To reorientate the public expenditure to the reinforcement of the <br />
economic growth potential, keeping a strict control of overall expenditure, within the <br />
context of the corrections in course of budget imbalances and the Public <br />
Administration” <br />
<br />
Since 2005, the budget policy has been mainly directed towards the responsible <br />
management of public finances with a view to promoting its long term sustainability <br />
through the process of budget consolidation. The balance of the public finances is <br />
essential for the provision of a favourable environment for entrepreneurship, <br />
productivity and economic growth. Therefore, <strong>Portugal</strong> will pursue the budget <br />
consolidation effort based on the control of public expenditure. <br />
<br />
More than half of deficit’s reduction by 3.5 percentage points (p.p.) of the GDP seen in <br />
2006 and 2007 (from 6.1% to 2.6% of the GDP) resulted from the decrease in the <br />
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2 Besides the direct responses included in this part of the report, please see Part III, results of 2007-<br />
<strong>2008</strong>, and Part II, PNR – New Cycle, new measures.<br />
3 Complete with the underlying information of the measures included in Part II, Quality of Public<br />
Finances, and in the results Part III, macro level.<br />
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5
weight of public expenditure on the GDP (1.9 p.p. of the GDP, i.e., from 47.7% to <br />
45.8%). In addition, the weight of the public debt on the GDP reduced in 2007, in line <br />
with the evolution of the budget deficit, standing at 63.7% (‐1.0 p.p. than in 2006), <br />
interrupting the evolution in the growth seen in the previous six years. This dynamic <br />
of the public finances enabled the release of resources for the private sector and it is <br />
estimated that the corporate investment increased 1.5% in 2006 and 14.7% in 2007. <br />
<br />
In a context of budget consolidation, the weight of the public investment in the total <br />
primary expenditure declined in 2006 from 9.5% to 7.8%, and recovered to 8.1% in <br />
2007. It should be noted, however, that in coherence with the development strategy <br />
adopted by the Government, despite the contention of public investment, this has <br />
been redirected to areas and projects that are associated to a greater economic <br />
growth potential namely in the areas of knowledge and the qualification of human <br />
resources. This is the case of the Ministry of Science and Technology and Higher <br />
Education allocation to investment in Science and Technology, which increased 61% in <br />
2007 and 14% in <strong>2008</strong> 4 . <br />
<br />
In addition, the governance model of the <strong>National</strong> Strategic Reference Framework <br />
(NSRF), which fosters competition and the selective choice of investment projects, the <br />
involvement of stakeholders and monitoring and evaluation, enables community <br />
funds to be managed in line with the promotion of the competitiveness factors, the <br />
growth of human capital and the endogenous territorial factors that stimulate <br />
potential growth and the increase in the levels of cohesion. As a result, not only are <br />
the large majority (83%) of NSRF community funds directed towards the Lisbon <br />
Strategy priorities of promoting competitiveness, job creation and the increase of <br />
economic, social and territorial cohesion, but they are also implemented in line with <br />
the focusing and selectivity principles of the respective investments supported. This <br />
pledge in quality is seen in the approval rate of the applications presented to NSRF by <br />
August <strong>2008</strong>, during calls for applications or application periods that have already <br />
closed, which is only about 50%. <br />
<br />
The <strong>reform</strong> of the budget process underway is aimed at the structuring by <br />
<strong>programme</strong>s and is the Government’s main pledge to structurally improve public <br />
expenditure capacity to be effectively channelled towards its goals, in particular <br />
towards the activities that stimulate the potential of economic growth. In fact, this <br />
<strong>reform</strong> aims at assuring the budget choices are aligned with the social‐economic <br />
impacts intended by the Government, in view of the respective politic priorities. This <br />
<strong>reform</strong> will enable the effective and systematic definition of priorities in the allocation <br />
of public expenditure. <br />
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4 The last data available about the functional classification of the public expenditure (COFOG) dates<br />
back to 2006, hindering an updated analysis of the evolution of the functional composition of the<br />
public expenditure in <strong>Portugal</strong>.<br />
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Response to recommendation 1: <br />
<br />
• The great majority(83%) of the NSRF community funds is directed towards the Lisbon Strategy <br />
priorities; <br />
• The <strong>reform</strong> of the budget process in course, aiming at its structuring by <strong>programme</strong>, in order to <br />
structurally improve the public expenditure capacity and be effectively channelled towards the <br />
activities that stimulate the economic growth potential. <br />
Main results already obtained: <br />
<br />
• Reorientation of public expenditure towards innovation, science and technology; the Ministry of Science and <br />
Technology and Higher Education allocation to investment in Science and Technology increased 61% in 2007 <br />
and 14% in <strong>2008</strong>. <br />
• The reduction of the deficit by 3.5 percentage points (p.p.) of the GDP seen in 2006 and 2007 (from 6.1% to <br />
2.6% of the GDP). <br />
• The decrease of the weight of the public expenditure on GDP (1.9 p.p. of GDP, i.e., from 47.7% to 45.8%). <br />
• The reduction of the weight of the public debt in the GDP, in line with the evolution of the budget deficit, <br />
standing at 63.6% (‐1.1 p.p. than in 2006), interrupting the evolution in growth seen in the past six years. <br />
• Corporate investment is estimated to have increased 1.5% in 2006 and 14.7% in 2007. <br />
2. IMPROVE QUALIFICATIONS: BOOSTING STANDARDS OF COMPETENCE <br />
ACQUISITION LIFE LONG LEARNING 5 <br />
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Recommendation: “(…)To continue to take measures to significantly improve the efficiency <br />
of the education system, namely through the increase of the qualification levels of <br />
youth, fighting against the early dropping out from school and providing a vocational <br />
training system that is adapted to the labour market needs and that is based upon the <br />
“<strong>National</strong> Qualifications Framework” <br />
<br />
The pledge in the qualification of the Portuguese population continues to represent <br />
an essential strategic challenge for the promotion of the country’s economic growth <br />
and social cohesion. The urgency in the recovery of the deficits in education and <br />
training, accumulated over several years and the significant reduction of early school <br />
leaving, led the Government to embark on a wide set of <strong>reform</strong>s that include the <br />
different levels of education and the vocational training system. To increase their <br />
impact, different public and private entities have also been mobilised. <br />
<br />
<br />
5 Complete information with measures Part II, 5.1. Qualifications and results Part III, employment<br />
level, qualifications section.<br />
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7
In this context, due to its scope and impact, emphasis is given to the launch of the <br />
New Opportunities Initiative in September 2005. This constitutes a firm and decisive <br />
response to the qualification challenge of the population, through an integrated set of <br />
strategic measures in terms of education, training and certification, which aims at <br />
generalising the secondary level as a reference goal for the qualification of youths and <br />
adults. <br />
<br />
The strategy of this initiative lies on two main pillars: <br />
- The improvement of the basic training of youth, namely by the diversification of <br />
the education and training supplies, through the strengthening of vocational courses, <br />
the fight against non‐achievement and early drop out rates in the educational and <br />
training system; <br />
- The improvement of the base training of the adult population, recognising, <br />
validating and certifying the skills already acquired by means of education, training, <br />
professional experience or other, thereby structuring qualification paths that match <br />
the reality of each citizen, guided towards his/her personal development and towards <br />
the needs of the labour market. <br />
<br />
The mobilisation of the population and the results achieved in the meantime are <br />
encouraging (see New Opportunities Initiative). These reflect the priority of the public <br />
policies in terms of education and training, with a rise of more than 10 percentage <br />
points in the weight regarding the <strong>European</strong> Social Fund of the set of structural funds <br />
for the period 2007‐2013, to a total of about 8.9 billion euros, of which roughly 6 <br />
billion euros will be allocated to the development of policies that integrate the New <br />
Opportunities Initiative, namely through the Human Potential Thematic Operational <br />
Programme. <br />
<br />
Equally, following the broad consensus achieved between the Government and the <br />
majority of the Social Partners, the <strong>reform</strong> of the vocational training system <strong>reform</strong> <br />
constitutes a fundamental instrument essential to the successful pursuit of the <br />
qualification strategy defined within the scope of the New Opportunities Initiative. <br />
<br />
In the framework of this <strong>reform</strong>, Decree‐law 396/2007, dated December 31, was <br />
published, establishing the legal system of the <strong>National</strong> Qualifications System (SNQ), <br />
which assumes the aims already stated in the New Opportunities Initiative and <br />
promotes the required instruments for its effective execution with the financial <br />
instruments. This system adopts the principles sanctioned in the agreement signed <br />
with the social partners and restructures the vocational training integrated in the <br />
education system and in the labour market, incorporating them with common aims <br />
and instruments and under a renewed institutional framework. The fundamental <br />
strategy aims to assure the relevance of training and learning for personal <br />
development and for the modernisation of companies and the economy, whilst also <br />
assuring that all the national effort in training is actually valorised in terms of the <br />
school and professional progression of the citizens, both directly, through dual <br />
certification training within the scope of the <strong>National</strong> Qualifications Catalogue (CNQ), <br />
and indirectly, by means of the New Opportunity Centres and the process of <br />
recognition, validation and certification of competences. <br />
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<br />
<br />
The structures that make up the system are: (i) the <strong>National</strong> Qualification Agency 6 , <br />
which assumes a central role in the management of the New Opportunities Centres <br />
network, in preparing, and updating the CNQ, in planning and rationalising the <br />
training supply and disclosure of information and in providing guidance in terms of <br />
qualifications and employment, thus assuming a central role in the pursuit of the goals <br />
and fulfilment of the targets set in the New Opportunities Initiative; (ii) the <strong>National</strong> <br />
Council for Vocational Training 7 , responsible for the evaluation and global approval of <br />
the elements included in the CNQ; (iii) the Local Advisory Councils for Qualification 8 , <br />
which permanently identify the CNQ updating needs and cooperate with ANQ; (iv) the <br />
New Opportunities Centres; (v) the Basic and Secondary Education Establishments; <br />
(vi) the Direct Management and Protocol Vocational Training and Rehabilitation <br />
Centres; (vi) the Poles of Excellence that are created from training operators that <br />
distinguish themselves for the quality of their training interventions, namely from the <br />
vocational training protocol centres; as well as (vii) other entities with certified <br />
training structures. <br />
Within the scope of this system, the following are formed: (a) the CNQ, a strategic <br />
management instrument of qualifications not at the higher level, which integrates skill <br />
based qualifications according to a dual certification logic, identifying the respective <br />
training skills referential and the qualification level for each one in articulation with <br />
the <strong>National</strong> Qualifications Framework (QNQ); (b) the individual skills booklet, <br />
mentioned in CNQ, which is an instrument that registers all life long skills that the <br />
individual acquires or develops, as well as all the remaining training <strong>programme</strong>s <br />
concluded, other than those that gave rise to the recorded skills; and (c) the QNQ, an <br />
instrument that structures the qualification levels in accordance with the <strong>European</strong> <br />
Qualifications Framework for life long learning. Still in its final stages of approval, after <br />
national public consultation 9 , the draft for the decree‐law regulates the System for <br />
the Regulation of Access to the Professions, as well as the different drafts of decrees <br />
that, resulting from the <strong>National</strong> Qualifications System, regulate QNQ, the model of <br />
the individual skills booklet and its recording process, the vocational training <br />
certificate, the guidance towards qualification and employment and, also, the <br />
certification of training entities. <br />
<br />
The quality of the SNQ is one of the main objectives in the different elements <br />
constituting it, namely through the certification of the training entities and the <br />
qualification of the trainers and other training technicians. <br />
<br />
6 The <strong>National</strong> Qualification Agency, established in 2007, is under the Ministry of Labour and Solidarity and the Ministry <br />
of Education. Its creation strengthens the coordination and execution of the educational and training policies in <strong>Portugal</strong>. <br />
7 Of tripartite composition.<br />
8 The local advisory councils for qualification integrate, amongst other, specialists appointed by the Ministry for the <br />
respective activity sector, trade unions and employers associations representative of the corresponding activity sectors, <br />
reference companies, training entities with greater local or regional specialisation and independent experts; they should <br />
not exceed 10 members. <br />
9 Cf. Boletim do Trabalho e do Emprego no. 5 – Leaflet, of 9 August 2007.<br />
<br />
9
At the same time, all measures connected to the improvement of the efficiency and <br />
effectiveness of the basic and secondary educational systems continue to assume <br />
their relevance, namely those that aim at reducing non‐achievement rates at school <br />
and early school drop outs (see Basic and Secondary Education Driver). <br />
<br />
The most remarkable aspects of the Portuguese educational system (K‐12), in the <br />
2005‐<strong>2008</strong> triennium, are the increase in the number of students and the <br />
improvement in the quality of learning, within a framework of greater system <br />
efficiency, with the reduction of the number of teachers and schools. The decrease in <br />
the repetition rate and early school drop outs, the recovery of students that had <br />
already abandoned the educational system, the increase in the number of students <br />
entering higher education, as well as the improvement of school results in national <br />
examinations and tests, show the effectiveness of the measures that were carried out; <br />
future progress depends on their continuity. <br />
<br />
Most measures implemented are consolidated: the full occupation of school time (by <br />
substituting absent teachers); full time school in the first cycle of basic education, with <br />
curricular enrichment activities (offering English, Study Support, French, Physical <br />
Education and Sports, Musical Education, amongst other); the closing of small schools <br />
and the resulting reorganisation of the school network; widening the training supply <br />
at the secondary education level; the availability of computers connected to the <br />
Internet at low cost for students and teachers; teaching ICT; the hierarchisation of the <br />
teaching career with the creation of the titular teacher position; the introduction of <br />
the new teacher evaluation system; the allocation of teachers for several years; <br />
amongst other. These measures will continue in effect for the next three years, with <br />
their scope widened or deepened when justified. <br />
<br />
A new set of about twenty measures is presented for the next triennium, <strong>2008</strong>‐<strong>2010</strong>. <br />
These initiatives include: greater support to the families of low social‐economic levels <br />
by means of developing educational projects guided towards school reinsertion of <br />
students; the modernisation of school buildings with interventions in one hundred <br />
secondary schools, and the upgrading of the pre‐school and first cycle education <br />
network; the conclusion of the school libraries <strong>programme</strong> with the generalisation of <br />
libraries in all schools of the 2 nd and 3 rd cycles; new school management rules, <br />
enabling greater autonomy and boosting leadership; a new technological plan for <br />
Education, even more ambitious in terms of resource quality and quantity available in <br />
schools. These new initiatives articulate with the ones already launched in the <br />
triennium now ending, consolidating them and raising their effect. <br />
<br />
Between 2005 and 2007, <strong>Portugal</strong> undertook a deep‐seated <strong>reform</strong> of higher <br />
education, introduced in the current <strong>European</strong> movement of the modernisation of <br />
universities and polytechnics for the development of knowledge societies and <br />
economies, notably by implementing legislative measures, which lay down namely: (i) <br />
the new Legal Regime of the Higher Education Institutions (RJIES); (ii) the quality <br />
assurance system, including accreditation rules of the study cycles, the legal system <br />
for the quality evaluation of higher education and the creation of the Evaluation and <br />
Accreditation Agency for Higher Education; (iii) the creation of conditions for the <br />
<br />
10
national and international mobility of students and graduates; (iv) the establishment <br />
of new rules that facilitate adult admission in higher education and make it more <br />
flexible; (v) the widening of the scope of non‐refundable scholarships awarded to <br />
students enrolled in technological specialisation degrees and master degrees, <br />
promoting new conditions to enter and attend higher education by all students; (vi) <br />
and the implementation of a grant system to higher education students with mutual <br />
guarantee, which complements the school social services system for higher education <br />
students. <br />
<br />
The fulfilment of this process of <strong>reform</strong> was widely acknowledged in the analysis <br />
presented by OECD in April <strong>2008</strong>, in the study “Higher Education for the Knowledge <br />
Society” – comparative analysis on “Tertiary Education” policies, which involved 24 <br />
countries – mainly at the legislative <strong>reform</strong> level introduced by the new Legal Regime <br />
of the Higher Education Institutions, of the widening of the recruitment base of <br />
higher education, namely by means of an innovative grant system and attraction of <br />
new groups, the incentive to the internationalisation of higher education and of the <br />
scientific community, the opening of higher education institutions to society and the <br />
labour market, the <strong>reform</strong> of the evaluation and accreditation system and the <br />
reinforcement of the scientific and technologic capacity of higher education <br />
institutions. <br />
<br />
It should also be stressed that in the academic year of 2006‐2007, the downward <br />
trend in new higher education students was inverted; this inversion was also <br />
confirmed in 2007‐<strong>2008</strong>. As a result, in 2007, for the first time since 2002, the total <br />
number of students attending higher education increased in <strong>Portugal</strong>. On the other <br />
hand, the number of new graduates in scientific and technologic areas has <br />
significantly increased in the past few years, having reached the figure of 18.1 per <br />
1,000 in the population aged between 20 and 29 years for the first time in 2007, <br />
(above the <strong>European</strong> average), while the number of new doctorates in scientific and <br />
technological areas increased to 0.42 per 1,000 in the population aged between 25 <br />
and 34 years, in 2007 (having been 0.3 in 2001). <br />
<br />
<br />
11
<br />
<br />
Response to recommendation 2: <br />
<br />
• Priority of public policies in education and training: a rise of more than 10 percentage points in the <br />
weight regarding the <strong>European</strong> Social Fund of the set of structural funds for the period 2007‐2013, to <br />
a total of about 8.9 billion euros. <br />
• Consolidation of the New Opportunities initiative, namely stimulating dual certification training. <br />
• Improvement of the organisation and quality of the public service of education: consolidation of <br />
measures such as the full occupation of school time; full‐time school; reorganisation of the school <br />
<br />
network; widening and diversifying the training supply in secondary education; new teacher <br />
evaluation system; modernisation of school buildings; upgrading of the pre‐school and first cycle <br />
<br />
education network; new school management rules; greater school autonomy and boost to leadership; <br />
<br />
Technological Plan for Education. <br />
• Continuation of the higher education <strong>reform</strong>: the new Legal Regime of the Higher Education <br />
Institutions (RJIES); the legal system for quality evaluation of higher education and the creation of the <br />
Evaluation and Accreditation Agency for Higher Education; the creation of conditions for the national <br />
and international mobility of students and graduates; the establishment of new rules that facilitate <br />
adult admission in higher education and make it flexible; the widening of the scope of non‐refundable <br />
scholarships awarded to students enrolled in technological specialisation degrees and master degrees; <br />
the implementation of a grant system to higher education students with mutual guarantee. <br />
<br />
Reform of the vocational training system: <br />
• the <strong>National</strong> Qualifications System (Decree‐law 396/2007, dated December 31), which restructures <br />
the vocational training integrated in the education system and in the labour market, incorporating <br />
them with common aims and instruments and under a renewed institutional framework; <br />
• the <strong>National</strong> Qualifications Catalogue (CNQ), a dynamic instrument for the strategic management of <br />
qualifications not at the higher level, essential for corporate competitiveness and modernisation and <br />
the productive belt, and for the personal and social development of the individual; <br />
• the <strong>National</strong> Qualifications Framework (QNQ), which is an instrument that structures the <br />
qualification levels in accordance with the <strong>European</strong> Qualifications Framework; <br />
• the individual skills booklet, which registers all life long skills that the individual acquires or develops, <br />
mentioned in the <strong>National</strong> Qualifications Catalogue, as well as all the remaining training <strong>programme</strong>s <br />
concluded, other than those that gave rise to the recorded skills; <br />
• the System for the Regulation of Access to the Professions, which establishes the principles of the <br />
system for the regulation of access to professions whose access does not depend on qualifications <br />
borne by higher level courses and regulates the structures responsible for their preparation, follow‐up <br />
and evaluation; <br />
• New Governance Model: Creation of the <strong>National</strong> Qualification Agency, thus assuming a central role <br />
in the pursuit of the goals and achievement of targets established in the New Opportunities Initiative; <br />
<strong>National</strong> Council for Vocational training; Local Advisory Councils for Qualification. <br />
<br />
Main results already obtained: <br />
<br />
• The decrease in the repetition rate and early school drop outs <br />
• The recovery of students that had already abandoned the educational system <br />
• The improvement of school results in national examinations and tests <br />
• The increase in the number of students that entered higher education, in 2007; for the first time since 2002, the <br />
total number of students attending higher education increased in <strong>Portugal</strong> <br />
• The number of new graduates in scientific and technological areas has significantly increased in the past few years <br />
• The return to school of 450,000 Portuguese that signed up for the New Opportunities <strong>programme</strong> for validation of <br />
skills and re‐qualification <br />
• Increase of students in qualifying courses <br />
• Increase of the percentage of students aged between 20‐24 years that have concluded secondary school <br />
<br />
<br />
<br />
12
<br />
| <br />
3. MODERNISING LEGISLATION AND EMPLOYMENT PROTECTION: THE <br />
IMPLEMENTATION OF A NEW CODE OF LABOUR IN A FLEXICURITY <br />
FRAMEWORK 10 <br />
<br />
<br />
Recommendation: “To pursue the efforts to modernise the labour protection <br />
mechanism, namely the legislation, in order to reduce the significant segmentation of <br />
the labour market, within the framework of the Flexicurity approach” <br />
<br />
In 2006, the government begun a process moving towards the <strong>reform</strong> of the <br />
normative framework of labour relations, in order to make it simultaneously more <br />
flexible and secure – both for workers, and for employers – and adequate to the <br />
current economic and labour market needs. The diagnosis included in the Green <br />
Paper on Labour Relations, as well as the identification of the main problems of the <br />
Portuguese labour relations system presented in the White Paper of Labour Relations, <br />
constituted the main grounds for a proposal made by the Government to the Social <br />
Partners – a tripartite agreement for a new regulation system of labour relations, <br />
labour policies and social protection in <strong>Portugal</strong> – whose negotiation gave rise to the <br />
draft law approved, on June 26, by the Council of Ministers, providing the structure <br />
for the <strong>reform</strong>. The proposal was already presented by the Government to the <br />
Parliament, to enter into force on January 1, 2009. <br />
<br />
Hence, and taking into account the recommendation presented by the <strong>European</strong> <br />
Council to <strong>Portugal</strong> in terms of carrying on with the efforts to modernise the <br />
employment protection device, namely the legislation, in order to reduce the <br />
segmentation of the labour market, within the framework of Flexicurity, the <br />
Government has continued, widened and deepened the integrated strategy in terms <br />
of revision of the active labour policies and the strengthen of Life Long Learning <br />
(ALV), associated to the labour <strong>reform</strong> and the modernization of social protection, <br />
with the primary objective of assuring a more balanced labour market for all (see Part <br />
III. Area 5.3.). <br />
<br />
In fact, the Government and the Social Partners understood that the <strong>reform</strong> of the <br />
normative framework of the labour relations and the adequate balance of the active <br />
employment policies and social protection are mutually beneficial and constitute <br />
indispensable instruments for the virtuous articulation between economic growth, <br />
improved corporate competitiveness, increased productivity, improved employability, <br />
employment quality development, reduction of inequality, particularly of <br />
opportunities between men and women, and the more equitable allocation of the <br />
results of economic progress. The <strong>reform</strong> of the labour relations normative <br />
<br />
10 Complete information with measures Part II, 5. Positive Mobility, and Part III, employment level.<br />
<br />
13
framework and rebalance of the active policies of employment and social protection <br />
thus constitute essential responses to the fight against precarious employment and <br />
the segmentation of the labour markets. <br />
<br />
Also, taking into account the recommendation given to <strong>Portugal</strong> in respect of the <br />
Agreement reached, mention must be made of some of the measures agreed, which <br />
constitute integrating elements of the integrated Flexicurity strategy, which has been <br />
undergoing progressive development. <br />
<br />
Hence, emphasis is given to the measures related to the change in the assumption of <br />
the labour contract and the creation of a new very serious infraction for the <br />
concealment of a labour contract, to enable a more efficient control of the use of the <br />
"fake green receipts”. In addition there is the limitation of the admissible fixed‐term <br />
employment and the reduction of the duration of fixed term contracts to three years, <br />
applying this limit to the set of fixed term or temporary contracts for the same job <br />
position or service provision for the same object, signed between a worker and the <br />
same employer or corporate group. <br />
<br />
Still in this context, and in the area of social protection and active employment <br />
policies, the Agreement foresees different measures aimed at: <br />
• supporting the conversion of independent work into a fixed term contract for workers <br />
in general; <br />
• supporting indefinite employment of young people, defending the conversion of <br />
independent work or fixed‐term contracts into indefinite employment contracts and <br />
facilitating the transition into active life; <br />
• facilitating the transition unemployment/employment, to prevent and fight Long Term <br />
Unemployment (DLD); <br />
• supporting the entry into the labour market of active citizens over 55 years of age; <br />
• supporting the entry into the labour market of disadvantage groups; <br />
• promoting new types of progressive approaches to employment within the scope of <br />
public policies. <br />
<br />
<br />
<br />
14
Response to recommendation 3: <br />
<br />
<br />
<br />
<br />
Consolidation of the following initiatives: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Alterations in the normative framework of the labour relations: <br />
<br />
<br />
• Change in the assumption of the labour contract <br />
Future challenges for <strong>Portugal</strong> (Point‐to‐watch – PTW) <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
| <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
• Labour Relations Reform: draft law approved, on June 26, by the Council of Ministers following the <br />
Tripartite Agreement. The proposal was already presented by the Government to the Parliament, to enter <br />
into force on January 1, 2009. <br />
• Revision of the active labour policies <br />
• Reinforcement of the pledge in Life Long Learning <br />
• Modernisation of social protection <br />
• The creation of a new very serious infraction for the concealment of a labour contract, to enable a more <br />
efficient control of the use of "fake green receipts” <br />
• The limitation of the admissible fixed‐term employment <br />
• The reduction of the duration of fixed term contracts to three years <br />
• Facilitating the procedural requirements for dismissal, due to a fact attributable to the employee <br />
<br />
Modernisation of social protection: <br />
• Definition of general basis of the social security system <br />
• Boosting Social protection measures in maternity, paternity and adoption <br />
• Promotion of policies encouraging childbirth and support to families with fewer resources <br />
• Revision of the legal system for protection of the unemployed <br />
<br />
Active Employment Policies: <br />
• To support the conversion of independent work into a fixed term contract for workers in general <br />
• To support indefinite employment of young people, LTU, workers over 55 years of age and unprivileged <br />
groups <br />
• To facilitate the transition between unemployment and employment, prevention and fight LTU <br />
• To support the entry into the labour market of active citizens over 55 years of age <br />
• To support the entry into the labour market of disadvantaged groups <br />
Reinforcement of the pledge towards Life Long Learning: <br />
• Continuation of the New Opportunities Initiative <br />
• Adaptation of the training clause <br />
• Reinforcement of the right to continuous vocational training and adaptation of its execution mechanisms <br />
<br />
15
| <br />
4. SUSTAINABILITY OF PUBLIC ACCOUNTS 11 <br />
<br />
<br />
Challenge: “To continue reinforcing the long term sustainability of public finances and <br />
sustained reduction of the current accounts deficit” <br />
<br />
One of the major strategic objectives of the budgetary and taxation policy is to <br />
improve the quality of financial accounts, in particular, long term sustainability. <br />
<br />
In June <strong>2008</strong> – a year earlier than anticipated – the procedure against <strong>Portugal</strong> in 2005 <br />
for excessive deficit was closed. The budget consolidation process, which began in <br />
2005, corrected a considerable part of the budgetary imbalance, and thus, in 2007, <br />
the public accounts deficit was the lowest of the last 30 years. <br />
<br />
In turn, the <strong>reform</strong>s that took place in the social security systems, both the general <br />
and the public workers’ systems, enabled a decrease in the risk of unsustainability <br />
associated with the development of public accounts sensitive to an ageing population <br />
(namely, expense with pensions), removing <strong>Portugal</strong> from the group of “high risk” <br />
countries, benefiting the sustainability of the public accounts in the long term, at the <br />
same time that is maintained the sustainability of social security, stimulating longer <br />
working careers and protecting the ones with lower <strong>reform</strong>s payments. <br />
<br />
The public accounts <strong>reform</strong> and the strict budgetary policy will continue to pursue <br />
budgetary balance in the mid‐term and implementing measures that reinforce the <br />
long term sustainability of public finances. Consolidation of public accounts will <br />
continue to be based on reducing the structural weight of the primary current <br />
expenditure and on increasing fiscal and taxpaying efficiency. <br />
<br />
The progressive improvement in the primary balance (which was already positive in <br />
2007), associated with the policy to reduce structural deficit and the impacts of the <br />
improvement of external credibility of our public finances when debt is placed on the <br />
international markets, will facilitate a reduction of the public debt in the GDP. <br />
Furthermore, the new public debt management model will also be a factor in reaching <br />
this target, as will its impact on increasing the management efficiency of funding of <br />
State activities, in particular by reducing circulating stock and consequent expenses <br />
for the State. <br />
<br />
The State’s main line of action in trying to reduce the Portuguese economy’s need for <br />
funds is the increase in public sector savings associated with the budgetary <br />
consolidation process and long term stability of public finances. However, the State’s <br />
role in trying to reduce the Portuguese economy’s need for funds, and with respect to <br />
the freedom of economic agents, should also entail the promotion of financial literacy <br />
of economic agents with a view to fighting the excessive debts of families and <br />
<br />
11 Complete information with New Cycle, part I.1. Quality of Public Finances and Outcome Part III,<br />
macro level.<br />
<br />
16
companies by attracting productive investment, promoting exports, promoting energy <br />
production based on renewable endogenous sources. <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
| <br />
Response PtW 1: <br />
• Pursue budgetary stability in the medium term by continuing the public finances <strong>reform</strong> <br />
and a policy of budgetary discipline; <br />
• Consolidation of the <strong>reform</strong>s undertaken in the social security systems – both the <br />
general and public workers’ system. <br />
Main Results already obtained: <br />
<br />
• <strong>Portugal</strong> is no longer in the group of “high risk” countries, benefiting from long term <br />
sustainability of public finances. <br />
• The procedure against <strong>Portugal</strong> in 2005 for excessive deficit was closed in June <strong>2008</strong>, and <br />
in 2007 the public accounts deficit was the lowest for the last 30 years. <br />
5. IMPLEMENTING THE TECHNOLOGICAL PLAN 12 <br />
<br />
<br />
Challenge: “pursue the application of the technological plan, consolidating the links <br />
between research, higher education and industry, and encouraging greater <br />
participation by the private sector” <br />
<br />
The Technological Plan is a mobilising agenda and a pledge to take action focused on <br />
knowledge, technology and innovation. Coordination of the Technological Plan is the <br />
responsibility of the <strong>National</strong> Coordinator for the Lisbon Strategy and for the <br />
Technological Plan (CNELPT) and the Coordination Cabinet of the Lisbon Strategy and <br />
the Technological Plan (GCNELPT). <br />
<br />
The different Ministries and public bodies together with an active involvement of civil <br />
society ensure that the Plan is implemented. In order to support its implementation, <br />
an inter‐ministerial network of focal points operates together with GCELPT with <br />
personal representatives of every Minister and an Advisory Council made up of 40 <br />
eminent figures from civil society, especially from the business world, academics and <br />
from institutions of a social nature. <br />
<br />
Launched with the pledge to undertake 68 measures, the Technological Plan currently <br />
includes 142 direct monitoring measures. The political legitimacy of the Technological <br />
<br />
12 See further information on part II, New Cycle, especially point 5.3 R&D and Innovation and point<br />
5.5 Positive Mobility, considering the transversal character of the Technological Plan.<br />
<br />
17
Plan as a measure within the Government’s <strong>programme</strong> has the same horizons as the <br />
actual Government’s plan of action. Nevertheless, the Plan’s structural character has <br />
been acknowledged by Portuguese society in general and it is therefore expected that, <br />
albeit with some amendments, it will eventually take on at least the same perspective <br />
as the NSRF 2007/2013 with which it is in fact strongly co‐related. <br />
<br />
The Technological Plan’s Monitoring System (SM.PT) is constantly updated by the <br />
focal points making it possible to see the state of the Plan’s execution and the results <br />
of its implementation at any given time. A global execution report is issued and <br />
publicly available every six months. The site for the Technological Plan has updated <br />
data regarding performance and results, and the Network Members and the Members <br />
of the Advisory Board can access the Monitoring Platform continuously and <br />
interactively participate in the Plan’s evaluation. <br />
<br />
The Evaluation of the Technological Plan’s impact is based on a grid of indicators that <br />
closely follows the <strong>European</strong> Union’s Innovation Scoreboard. However, considering <br />
the EIS’ weaknesses in terms of global coverage of impacts and updated data, the <br />
GNELPT commissioned two well‐known Portuguese academics to conduct a study on <br />
impact indicators which then led to a scoreboard based on seven areas and focused <br />
on promoting entrepreneurship and entrepreneurial capacity. The result of this study <br />
was presented to the network and to the Technological Plan’s Advisory Council. <br />
<br />
The studies undertaken by GCNELPT show an increased awareness and consideration <br />
of the Technological Plan as an important or very important agenda for <strong>Portugal</strong>, <br />
reaching more than 90% of the population in the survey. <br />
<br />
Although its format has not been institutionalised, the implementation mechanisms of <br />
the Technological Plan made it possible to build an integrated and flexible platform to <br />
boost competition and obtain very significant results. <br />
<br />
Within the PNACE 2005/<strong>2008</strong> framework, public investment in R&D doubled and <br />
private investment experienced a strong stimulus which should be picked up by the <br />
survey currently taking place into the scientific and technological potential. This <br />
increase in public investment allowed for the development of outstanding competitive <br />
networks, with emphasis on the launch of new R&D consortia around thematic <br />
networks. These consortia are made up of bodies from the national scientific and <br />
technological system, including companies, and partnerships with knowledge centres <br />
of worldwide renown, such as the MIT and Carnegie Mellon University, Texas <br />
University in Austin and the Fraunhofer Society. The main networks that have already <br />
been set up include namely the fields of energy, the automobile sector, transport <br />
sector, bioengineering, ICT, multimedia contents and advanced computing sectors. At <br />
the same time, by strengthening its international cooperation with Spain, an <br />
International Iberian Nanotechnology Laboratory (INL) was created. <br />
<br />
Impact indicators within the scope of the Technological Plan include the inversion of <br />
the Country’s technological balance which was positive for the first time in 2007; <br />
broadband availability among over 32% of the population (in particular, mobile <br />
<br />
18
oadband); <strong>Portugal</strong> was ranked third in terms of availability and sophistication of <br />
online public services within the EU framework; and, 450 000 Portuguese citizens who <br />
returned to school having enrolled in the new opportunities <strong>programme</strong> to validate <br />
skills and obtain further qualifications (see execution report part III. Micro Level). <br />
<br />
<br />
<br />
Response PtW 2: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
• The Technological Plan currently includes 142 direct monitoring measures <br />
• Ensured by the different Ministries and public bodies and an active partnership with civil society. <br />
• Inter‐ministerial network of focal points with personal representatives from all Ministers <br />
• Advisory Council made up of 40 prestigious figures from civil society, especially from the business <br />
world, academics and social institutions. <br />
• Monitoring: Integrated Monitoring System of the Technological Plan (SIM.PT) is continuously <br />
updated by the focal points and by means of which it is possible to know the state of execution <br />
and the results of the Plan at any given time. <br />
• Continuing development of outstanding competitive networks with emphasis on the launch of <br />
new R&D networks around thematic networks, made up of bodies from the national scientific and <br />
technological system, in partnership with knowledge centres of worldwide renown. <br />
Main Results already obtained: <br />
<br />
• Inversion of the Country’s technological balance which was positive in 2007 for the first time <br />
• Public investment in R&D doubled and private investment was strongly encouraged, which should <br />
be registered by the survey being carried out on the scientific and technological potential. <br />
• Over 32% of the population have access to broadband (mobile broadband ranking first in the EU) <br />
• <strong>Portugal</strong> ranked third in terms of availability and sophistication of online public services within the <br />
EU framework <br />
• The Plan’s structural character has been acknowledged by Portuguese society in general, <br />
• Study regarding impact indicators which led to the preparation of a seven point evaluation grid <br />
and focused on promoting entrepreneurship and entrepreneurial capacity. <br />
<br />
<br />
<br />
<br />
<br />
19
| <br />
6. COMPETITION AND REGULATION 13 <br />
<br />
<br />
Challenge: “to ensure effective competition, in particular in the energy and financial <br />
services markets” <br />
<br />
Energy market <br />
<br />
The Government set the stimulation of the energy sector as a central objective, <br />
creating liberalised and competitive markets. From this aspect, <strong>Portugal</strong> is already an <br />
example of leadership, as mentioned in the Micro section and explained in Part 3, <br />
Energy driver, of this Report: <br />
<br />
• <strong>Portugal</strong> is among the three EU countries with complete unbundling of the <br />
electricity and gas networks, with assets concentrated in the same company; <br />
• It has one of the EU’s most ambitious objectives in terms of interconnection <br />
capacity, over 20% in <strong>2010</strong>, and already over 10%; <br />
• It is among the six countries with the lowest public capital influence on market <br />
agents, together with the United Kingdom, Germany, Belgium, Spain and Ireland; <br />
• The Iberian Electricity Market (MIBEL) is the second regional electricity market <br />
implemented in the EU and has approximately 30 million consumers. <br />
<br />
Encouraging competition in the energy sector will remain a priority, and MIBEL will <br />
continue to be implemented as indicated in priority domain 2 of Part 2 of the present <br />
Report. <br />
<br />
Financial markets <br />
<br />
Within the realm of financial services markets, <strong>Portugal</strong>’s financial sector is <br />
considered to be evolved from an international standpoint, with innovative, <br />
internationalised and highly efficient banking models. This has been recognised by <br />
international institutions, such as the International Monetary Fund. <br />
<br />
Some community directives in the financial services’ field have been introduced in the <br />
national legislation and contributed positively towards effective competition in the <br />
financial services market. Examples of such directives include those regarding the <br />
abuse of privileged information and market manipulation; the prospectus to be <br />
published in the case of public offer of securities or their acceptance for negotiation; <br />
contracts at a distance regarding financial services signed with consumers; further <br />
supervision of credit institutions, insurance companies and investment companies <br />
within a financial cluster, and the operation of pension funds and managing bodies of <br />
pension funds. Other legislation initiatives to encourage competition on financial <br />
markets have also been implemented, such as Decree‐Laws nº 240/2006 dated 22nd <br />
<br />
13 For more information see New Cycle, part II.2 Business Environment<br />
<br />
20
December, and nº 171/2007 dated 8th May, which establish rules to the rounding of <br />
calculations of interest rates for mortgage contracts and other contracts, respectively. <br />
<br />
Furthermore, considering the challenges in terms of supervising the behaviour of <br />
credit institutions and financial corporations, the review of the General Scheme for <br />
Credit Institutions and Financial Corporations which was carried out at the beginning <br />
of the year (Decree‐Law nº 1/<strong>2008</strong>, dated 3 rd January) gave the Bank of <strong>Portugal</strong> <br />
further powers to defend the interests of clients of financial products and services. As <br />
the conduct of institutions regarding their relationship with clients and the <br />
information those clients find available when deciding to contract financial products <br />
and services are two key factors for the efficiency of financial markets, the Bank of <br />
<strong>Portugal</strong> has now added processes to ensure that credit institutions and financial <br />
corporations comply with the rules of conduct, either via official procedures, or by <br />
analysing complaints made by clients. Initiatives such as the Portal for the Banking <br />
Client, the Behavioural Supervision Reports of the Bank of <strong>Portugal</strong> and several legal <br />
measures appear within this context, aimed at regulating the supply of financial <br />
products and services by strengthening the duty to inform and increasing families’ <br />
financial literacy. <br />
<br />
<br />
Response PtW 3: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
| <br />
• The Government established that its main objective would be to encourage the energy sector, <br />
creating liberalised and competitive markets. <br />
• Promotion of competition in the energy sector, and continued implementation of MIBEL <br />
• Inclusion of some community directives in the national legislation contributing towards effective <br />
competition in the financial services’ market. <br />
• Review of the General Scheme for Credit Institutions and Financial Corporations carried out at the <br />
beginning of the year <br />
• Portal for the Banking Client, the Behavioural Supervision Reports of the Bank of <strong>Portugal</strong> and <br />
several legal measures aimed at regulating the supply of financial products and services. <br />
Main Results already obtained: <br />
• <strong>Portugal</strong> is among the three EU countries with total unbundling of the gas and electricity <br />
networks, with assets concentrated in the same company; <br />
• It has one of the EU’s most ambitious objectives in terms of interconnection capacity, which will be <br />
over 20% in <strong>2010</strong>, and is currently already more than 10%; <br />
• It is among the six countries with lowest public capital influence on market agents, together with <br />
the United Kingdom, Germany, Belgium, Spain and Ireland; <br />
• The Iberian Electricity Market (MIBEL) is the second regional electricity market implemented in the <br />
EU, with about 30 million consumers. <br />
• <strong>Portugal</strong> has an evolved financial sector in the international panorama, with innovative, <br />
internationalised and highly efficient banking models. <br />
<br />
21
| <br />
7. BETTER REGULATION PROGRAMME 14 <br />
<br />
<br />
Challenge: “to pursue the application of the “Better Regulation” <strong>programme</strong> and, in <br />
particular, to reinforce the impact analysis system” <br />
<br />
Despite most measures foreseen in the Resolution of the Council of Ministers nº <br />
63/2006, which approved the Better Regulation Programme, already in fully <br />
implementation, the Government expects to continue its efforts to legislate better <br />
during the <strong>2008</strong>‐2009 period, with greater justification, suitability and quality of <br />
legislative measures, and paying greater attention to simplifying and ensuring the <br />
transparency of procedures so as to eliminate State bureaucracy and facilitate the life <br />
of citizens and companies. <br />
<br />
During the <strong>2008</strong>‐2009 period, priority will be given to concluding and consolidating <br />
the measures laid down in the Better Regulation Programme directed especially at <br />
developing inter‐operability processes between DIGESTO’s legal data bases <br />
(treatment and analysis system of legal information) and the State’s treatment of legal <br />
information data bases, as well as to the definition of a technological model for the <br />
electronic reconstitution (substantial consolidation) of legal texts, the implementation <br />
and consolidation of open consultation procedures to be developed with citizens, the <br />
capacity of promoting effective participation of citizens and companies, and <br />
preparation of a practical guide for the drawing up of the Government’s legal <br />
measures. <br />
<br />
Special attention will also be given to enhancing the evaluation system of the impact <br />
of the Government’s legal measures, by taking advantage of the national pledge to <br />
reduce administrative burdens by 25%, following the proposal made by the <strong>European</strong> <br />
Council in March 2007 to Member States and which approved the Action Programme <br />
to Reduce Administrative Burdens in the <strong>European</strong> Union. <br />
<br />
Although this national compromise is only directed at administrative burdens imposed <br />
by legal and regulatory measures of national origin in relevant events of companies’ <br />
life‐cycles, the Government will be using the processes and methods to reduce <br />
administrative burdens equally for all legal measures submitted for the approval of <br />
the Council of Ministers, whether they affect the life of companies or the life of <br />
citizens. <br />
<br />
The principle already established in the Better Regulation Programme approved by <br />
the Resolution of the Council of Ministers nº 63/2006, which determines that no legal <br />
measure can create new administrative burdens or aggravate existing ones without <br />
first being quantified, will be reinforced from the outset. Secondly, within the scope of <br />
the Government’s legislative process and by using the SIMPLEX trial, administrative <br />
<br />
14 For detailed information, see New Cycle part II.1 3. Improving the Legislative Process<br />
<br />
22
urdens maintained, eliminated, reduced or created by rules laid down in the <br />
documents approved by the Council of Ministers will be identified and quantified. <br />
<br />
The current SIMPLEX trial is to be reviewed and adjusted so that the Standard Cost <br />
Model can be adopted as a base method of measuring administrative burdens with <br />
due adjustments so as to integrate the quantification of opportunity costs associated <br />
with the waiting times and delays in administrative decisions, as well as the impact on <br />
intervening public services. <br />
<br />
In order to aid the ministries responsible for preparing and developing the initiatives, <br />
a Practical Guide for Prior Assessment of the Administrative Burdens of the <br />
Government’s Legal Measures will be launched. <br />
<br />
The results of the assessment of the impact of legal measures through the new <br />
SIMPLEX trial model will be presented by the Government and be subject to public <br />
scrutiny every year. <br />
<br />
Also noteworthy with regard to measures planned to reduce, facilitate or eliminate <br />
licenses: <br />
<br />
• Simplification of the industrial licensing scheme – subjacent to the principle that <br />
the complexity foreseen for the procedures needed to carry out an industrial activity <br />
must be in proportion to the respective risk, a number of alterations have been put <br />
forward aimed at simplifying the licensing process. Among other features, the backup <br />
information system will allow the businessperson to use a Simulator which will <br />
indicate beforehand the procedure that applies to their case, and will also allow them <br />
to follow the different phases of the procedure. <br />
<br />
• Dematerialisation of relationships between companies and the State – Online <br />
Registration services are now available through which it is possible to register <br />
companies via the Internet; the Simplified Business Information (IES) system means <br />
four legal obligations which had been handled by different Public Administration <br />
bodies are now dealt with by one as of 2007; the pre‐filling in of tax declarations in <br />
<strong>2008</strong> was also extended to more than 80%; it is now possible to obtain an electronic <br />
Permanent Certificate through the Internet, continuously updated, in Portuguese or <br />
English, at www.empresaonline.pt; registering a brand name or a patent or a utility <br />
model is now possible at www.inpi.pt; registering the purchase or sale of a vehicle is <br />
also possible via the internet at www.automovelonline.mj.pt; an online catalogue of <br />
licenses and authorisations was created in the company portal that will work as a onestop‐shop <br />
to obtain licenses and authorisations; special reference goes to the new <br />
dematerialised process to licence the industrial activity which will be a pilot process of <br />
this initiative. In 2009, this one‐stop‐shop will also include a face‐to‐face service. <br />
<br />
The Resolution of the Council of Ministers that establishes a 25% target in the <br />
reduction the costs within the context of legal production for companies will soon be <br />
scheduled for the Council of Ministers. <br />
<br />
<br />
23
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
| <br />
Response PtW 4: <br />
<br />
• Conclusion and consolidation of the measures foreseen in the Better Regulation Programme <br />
• Stepping up of the evaluation system of the impact of the Government’s legal measures, <br />
taking advantage of the national pledge to reduce administrative burdens by 25% <br />
• Strengthening of the principle already established in the Better Regulation Programme, <br />
approved by the Resolution of the Council of Ministers nº 63/2006, that no legal measure can <br />
create new administrative burdens or aggravate existing ones without being previously <br />
quantified. <br />
• Identification and quantification of the administrative burdens maintained, eliminated, <br />
reduced or created by rules laid down in the documents to be approved by the Council of <br />
Ministers. <br />
• Adoption of the Standard Cost Model as the base method used to measure administrative <br />
burdens, <br />
• The launch of a Practical Guide for the Prior Assessment of Administrative Burdens of the <br />
Government’s Legal Measures. <br />
• Simplification of the industrial licensing scheme <br />
• Continuing the dematerialisation of relationships between companies and the State <br />
• 25% target for reduction of costs within the context of legal production for companies will <br />
soon be scheduled for approval by the Council of Ministers. <br />
<br />
8. TRANSPOSITION OF EUROPEAN UNION LEGISLATION 15 <br />
<br />
<br />
Challenge: “reduce deficit in the transposition of EU legislation to national law” <br />
<br />
The transposition of community directives to the internal legal system represents <br />
persistent legal adaptation work. As a rule, all Ministries, as well as the Assembly of <br />
the Republic, are involved. <br />
<br />
The Government will be maintaining its pledge laid down in the Resolution of the <br />
Council of Ministers nº 63/2006, which approved the Better Regulation Programme, <br />
to ensure that, with regard to matters related to the transposition and adaptation of <br />
community laws to the internal legal system, the transposition of directives is <br />
monitored on time, within a framework of close cooperation between the Foreign <br />
Affairs Ministry and the Presidency of the Council of Ministers. <br />
<br />
<br />
15 For detailed information, see New Cycle, part II.1.3 Improvement of the Legislative Process and 2<br />
Business Environment.<br />
<br />
24
The ministries’ commitment to this legal procedure is carried out through various <br />
coordinating activities: <br />
<br />
• Preparation of continuously updated lists describing the current situation, per <br />
ministry, of all directives about to be transposed, taking into account the respective <br />
state, either because the term for its adoption has elapsed (phase of the <strong>European</strong> <br />
Communities Court of Law, phase of a reasoned opinion, phase of notification of noncompliances, administrative letter phase), or because its adoption is still underway; <br />
<br />
• Monthly distribution of these lists to the different ministerial cabinets and <br />
representatives of the ministries at the Inter‐ministerial Committee for Foreign <br />
Affairs; <br />
<br />
• Regular meetings – at least every two months – with the interested ministries, to <br />
evaluate the situation of each directive in the respective list, defining the objectives to <br />
decrease the deficit by transposing directives and assessing the ways with which to <br />
overcome possible setbacks with the transposition procedures during the community <br />
pre‐litigious and litigious phases; <br />
<br />
A new methodology was adopted in <strong>2008</strong> within the scope of the Government’s <br />
computer network system. A warning system was created for deadlines regarding the <br />
adoption of the legal projects concerning directives. This online system, which is <br />
accessible to the ministerial cabinets, warns and informs of the fixed deadlines and <br />
intermediate phase up to the approval of the legislation by the Council of Ministers. <br />
<br />
Also within this realm, in terms of transposition and adaptation of community laws to <br />
the internal legal system, the Government will now take into consideration, identify <br />
and quantify the information requirements resulting from the transposition, in excess, <br />
of community laws, normally known as ‘gold plating’. <br />
<br />
On the other hand, due attention will also be given to better consolidation between <br />
the community law to be implemented in the national legal system and the legislation <br />
already in force in <strong>Portugal</strong>, with identical material schemes. In this manner, the <br />
Government will prevent the phenomenon usually known as ‘double‐banking’, making <br />
community and national schemes more coherent, by consolidating principles. <br />
<br />
Finally, the Government will ensure control of the transposition of the simplified <br />
<strong>European</strong> legislation within the framework of the 2005/2009 simplification <br />
<strong>programme</strong>, the fast tracks initiated in 2007 and the Action Programme to Reduce <br />
Administrative Burdens in the <strong>European</strong> Union. Obligations to inform will also be <br />
identified and quantified, resulting from the transposition of the simplified <strong>European</strong> <br />
legislation to the internal legal system within the scope of the said <strong>European</strong> <br />
<strong>programme</strong>s and verification of the respective outcome. <br />
<br />
The Portuguese situation has progressively improved as proved by the results <br />
published in the latest Internal Market scoreboards: Scoreboard 17, July <strong>2008</strong> – 1.9% <br />
deficit corresponding to a global figure of 32 non‐ transposed directives; Scoreboard <br />
<br />
25
<br />
<br />
<br />
16 bis, February <strong>2008</strong> –2.3% deficit, corresponding to 37 non‐ transposed directives; <br />
Scoreboard 16, July 2007 – 4.4% deficit, corresponding to 71 non‐ transposed <br />
directives. <br />
<br />
In the most recent data published by the Commission in August <strong>2008</strong>, based on the <br />
latest information provided by Member States, <strong>Portugal</strong> shows a deficit of 1.3%, <br />
ranking 25 th , followed by Luxemburg (1.5%) and Greece (1.7%). <br />
<br />
<br />
Response PtW 5: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Results: the Portuguese situation has improved progressively: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
• Ensuring that the directives are implemented on time in a framework of close cooperation <br />
between the Foreign Affairs Ministry and the Presidency of the Council of Ministers. <br />
• Several inter‐ministerial actions: preparation of continuously updated lists indicating the current <br />
situation, per ministry, of all directives about to be implemented; regular meeting with the <br />
ministries to assess the situation for each directive, etc. <br />
• A new methodology adopted within the scope of the Government’s computer network system, <br />
with a system to warn of deadlines regarding the adoption of legal projects related to the <br />
directives. <br />
• Combat ‘gold plating’ – the Government will now take into consideration, identify and quantify <br />
the information requirements resulting from the implementation, in excess, of the laws laid down <br />
in community directives. <br />
• Avoiding double‐banking – better consolidation between the community legislation to be <br />
implemented in the national legal system and the legislation already in force in <strong>Portugal</strong> <br />
• Control of the transposition procedure of the simplified <strong>European</strong> legislation within the <br />
framework of the 2005/2009 simplification <strong>programme</strong>, of the fast tracks initiated in 2007 and <br />
the Action Programme for the Reduction of Administrative Burdens in the <strong>European</strong> Union <br />
−<br />
−<br />
−<br />
Scoreboard 17, July <strong>2008</strong> – 1.9% deficit, corresponding to a global amount of 32 non‐transposed <br />
directives; <br />
Scoreboard 16 bis, February <strong>2008</strong> – 2.3% deficit, corresponding to 37 non‐ transposed directives; <br />
Scoreboard 16, July 2007 – 4.4% deficit, corresponding to 71 non‐ transposed directives. <br />
<br />
<br />
<br />
<br />
26
| <br />
9. REDUCTION OF GREENHOUSE GAS EMISSIONS <br />
<br />
<br />
Challenge: “preparation and application of the measures needed to reduce <br />
greenhouse gas emissions” <br />
<br />
New policies and measures recommended in the <strong>National</strong> Climate Change Programme <br />
have been developed. With regard to the energy field, continuous investment has been <br />
made in renewable energy resources, especially wind power, licensing of new natural <br />
gas combined cycle plants, which are more efficient in producing electricity. The <br />
Regulation on the Thermal Characteristics of Buildings (RCCTE) has been approved, as <br />
has the Regulation concerning Energy Systems and Air‐Conditioning in Buildings (RSECE) <br />
and the <strong>National</strong> Energy and Quality of Air in Buildings Certification has been created. <br />
<br />
As for the Tax Reform on Road Vehicles, an environmental factor is now taken into <br />
account when calculating the tax associated with carbon dioxide emissions of vehicles <br />
to discourage the purchase of the more polluting vehicles. Within the transport <br />
sector, the procedures for the scrapping of vehicles at the end of their lifecycle has <br />
been simplified, acquiring a new one is encouraged, and the restructuring of the <br />
railway system (CP) available has led to an increase in the number of passengers using <br />
this means of transport. <br />
<br />
The tax on diesel fuel for heating (ISP) has been increased so as to encourage the use <br />
of other less polluting sources of energy (Decree nº 16‐C/<strong>2008</strong>, dated 9 th January). <br />
<br />
Within the decarbonising sector of the Portuguese economy, the PNALE <strong>2008</strong>‐2012 <br />
has been approved – this implies a further and effective effort to reduce greenhouse <br />
gas emissions from installations covered by the <strong>European</strong> Emission Trading Scheme up <br />
to 2012. <br />
<br />
With regard the investment made in flexibility mechanisms of the Kyoto Protocol, in <br />
2007 the Portuguese Carbon Fund (FPC) subscribed/invested a total of 25 million <br />
euros in several carbon funds that invest in projects related to flexibility mechanisms <br />
of the Kyoto Protocol. <br />
<br />
<br />
Response PtW 6: <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
• <strong>National</strong> Action Plan for Energy Efficiency (PNAEE) – to reach an improved energy efficiency <br />
equivalent to 10% of the final consumption of energy, regarding the efficiency of the final use of <br />
energy and energy services, by 2015. <br />
• Implement the Management System for Intensive Energy Consumption which deems it <br />
compulsory that energy audits are carried out. <br />
• Operators are obliged to prepare Energy Consumption Rationalisation Plans (PREn), establishing <br />
targets regarding energy and carbon intensities and the specific consumption of energy which, <br />
once approved, are called Energy Consumption Rationalisation Agreements (ARCE). <br />
• Continued investment in developing renewable energies and implementing the <strong>National</strong> Strategy <br />
for Energy (see “Energy” chapter, part II) <br />
<br />
<br />
27
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Main Results already obtained: <br />
<br />
<br />
<br />
<br />
| <br />
• The <strong>National</strong> Energy and Quality of Air in Buildings Certification has been created (SCE) ‐ (Decree‐Law <br />
nº78/2006) <br />
• The Regulation concerning Energy Systems and Air‐Conditioning in Buildings (RSECE) has been published – it <br />
aims at improving the energy efficiency of buildings and reducing the consumption of energy and CO2 <br />
emissions (Decree‐Law nº79/2006). <br />
• The Regulation on the Thermal Characteristics of Buildings (RCCTE) has been published – it establishes the <br />
rules to be complied with when projecting all residential and services buildings, with no centralised airconditioning systems (Decree‐Law nº80/2006). <br />
• <strong>National</strong> Plan for Energy Efficiency (Resolution of Council Ministers nº 80/<strong>2008</strong>) <br />
• Management System of Intensive Energy Consumption and accessory Regulation (D.L. nº 78/<strong>2008</strong>, 15.04 ) <br />
• Charges on high energy efficiency light bulbs (o D.L. nº 108/2007, 12.04) <br />
• Tax Reform on Road Vehicles <br />
10. FACTORS THREATENING SOCIAL COHESION <br />
<br />
<br />
Challenge: “continuing the fight against factors threatening social cohesion” <br />
<br />
Promoting every citizen’s access to a number of social rights, such as minimum <br />
income, the labour market, social protection, education and training, housing, health <br />
care, social services and facilities, among others, is a strategic challenge that <strong>Portugal</strong> <br />
has been gradually responding to in an articulate and cohesive manner, through <br />
policies especially directed at groups that show greater vulnerability and greater risk <br />
of social exclusion, thereby strengthening inclusion and social cohesion on a national, <br />
regional and local level. <br />
<br />
Articulation of the scope and measures included in the PNACE, integrating growth and <br />
competitiveness, qualification and employment and social and environmental <br />
sustainability, with the <strong>National</strong> Strategy for Social Protection and Social Inclusion, <br />
which integrates the <strong>National</strong> Action Plan for Inclusion (PNAI), the <strong>National</strong> Pensions <br />
Strategy and the <strong>National</strong> Plan for Health Care and Long‐Term Care, which in turn, <br />
operates in conjunction with the various specific plans, such as: the Action Plan for the <br />
Integration of Disabled or Impaired Citizens (PAIPDI), the <strong>National</strong> Plan to Promote <br />
Accessibility (PNPA), the Plan to Integrate Immigrants (PII) and the <strong>National</strong> Plan <br />
against People Trafficking and the <strong>National</strong> Equality Plan – Citizenship and Gender, <br />
together with the <strong>National</strong> Plan against Domestic Violence, all these strengthen social <br />
cohesion and inclusion and contribute immensely to reducing poverty and social <br />
exclusion. <br />
<br />
The continued <strong>reform</strong>s in public finances and a policy of budgetary discipline are <br />
important factors in ensuring the continuity of the social cohesion policies. In the <br />
same way, all ongoing initiatives to improve access and maintenance of a business‐<br />
<br />
28
friendly environment (including access to funding, to R&D and encouragement to <br />
entrepreneurship), especially with regard to the SME, contribute towards <br />
consolidating the social cohesion policies. <br />
<br />
Concurrently, considering that there are several factors threatening social cohesion <br />
and which, together, encourage exclusion and increase situations of extreme poverty, <br />
an active inclusion perspective has been gaining particular relevance as measures are <br />
being directed at access to minimum income, to the labour market and to quality <br />
social services, as decisive integration and sustainability factors for total inclusion and <br />
equal opportunities for all in terms of social and economic development. However, it <br />
is worth pointing out that the investment in education and training, which, as a <br />
structuring strategy from the very first years of life, is a determining factor in <br />
preventing situations of poverty and social exclusion (see New Opportunities <br />
Initiatives and measures within the scope of Education). <br />
<br />
Insertion in the labour market is one of the most inclusive factors, and a quality job is <br />
the greatest guarantee of sustainable and complete social inclusion. The following <br />
were included in the intervention <strong>programme</strong>s for the inclusion of everyone in the <br />
labour market, between 2005 and 2007: i) Inclusive Labour Market Programme – <br />
47.800 people with special insertion difficulties entered the labour market; ii) <br />
Professional Training and Employment for the Disabled Programme – 36.900 <br />
handicapped people and, iii) Intervention Programme for Unemployed Immigrants – <br />
23.500 immigrants. It is expected that in <strong>2010</strong> these Programmes will embrace <br />
153.000, 46.000 and 38.000 people, respectively. <br />
<br />
Furthermore, access to the network of social services and facilities is of major <br />
importance and is a determining factor of inclusion, equal opportunities, and <br />
conciliation of professional, personal and family life, contributing unquestioningly <br />
towards social inclusion. Worthy of note is the Programme for the Extension of Social <br />
Facilities Network (PARES), which supports early childhood, people with disability and <br />
the elderly, and the <strong>National</strong> Network of Integrated Continued Care (RNCCI), aimed <br />
at providing continuous and integrated health care and social support to people who, <br />
regardless of their age, are dependent on others (see Driver Proximity Community <br />
Services Network). <br />
<br />
On the other hand, access to the health system is an undeniable right of citizens. If <br />
access to this right is facilitated, it will guarantee inclusion, equal rights, quality of life <br />
and social cohesion. Therefore, also noteworthy is the Health Centre Service which <br />
was implemented and which registered 1077 consultations per day in 2007; the <br />
launch of the Consultation on Time Programme, which tries to ensure that the first <br />
hospital appointments are effected within a pre‐determined time. Scheduling of the <br />
appointments is first made through primary health care services and then via the GP <br />
so as to facilitate citizens’ access to hospital infrastructures, especially the more <br />
disadvantaged citizens. The creation of the Oral Health Cheques Project has also <br />
represented a major progress in access to basic health care, as it makes it possible for <br />
certain segments of the population with lower income, especially children, pregnant <br />
women and the elderly, to have healthy teeth. <br />
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<br />
Also worth highlighting is the Social Integration Income, which provides people and <br />
family members with support adapted to their personal and family situation, <br />
contributing towards fulfilling basic needs and at the same time helping to ensure <br />
progressive labour, social and community insertion. 106,167 families and 286,837 <br />
beneficiaries benefited from this scheme in 2006, and 49,394 insertion agreements <br />
were signed; and in 2007, the <strong>programme</strong> included 117,740 families, 341,149 <br />
beneficiaries and 64,982 insertion agreements were signed. In August <strong>2008</strong>, this <br />
measure embraced approximately 341,149 beneficiaries and 128,915 families and <br />
73,693 insertion agreements were signed. Also, the Supplement for the Elderly, <br />
aimed at pensioners over 65 with an income below that legally established, benefited <br />
18,275 pensioners in 2006 (the year in which it was created); and in 2007 this figure <br />
increased to approximately 55,771. This measure also includes additional health <br />
benefits, such as: i) financial participation of 50% of the price of medicines not <br />
subsidised by the State; ii) financial participation of 75% of the expense for spectacles <br />
and lenses up to a limit of € 100, for every two‐year period; and iii) financial <br />
participation of 76% of the expense for the purchase and repair of dentures to a limit <br />
of € 250, for every three‐year period. <br />
<br />
The role played by the social protection system, in particular by positive <br />
differentiation of benefits, which gives more to those more in need, is a powerful <br />
social cohesion and poverty reducing factor, by means of welfare transfers. Examples <br />
of this are: i) increase of the child allowance for children and youngsters in large <br />
families; ii) update of family benefits based on the principle of positive differentiation <br />
in favour of economically fragile families; iii) introduction of an increase in the child <br />
allowance for single‐parent families; iv) a number of social measures to reinforce <br />
social protection during maternity, paternity and adoption period, extending to the <br />
unemployed or those whose contributions have been insufficient and are <br />
economically more vulnerable. <br />
<br />
The right to proper housing is another essential factor for full social inclusion and <br />
equal rights. Thus, the various existing Housing Support Programmes are <br />
confirmation of the work that has been carried out to provide those who are more <br />
vulnerable, such as youngsters, families, and the elderly, with access to better and <br />
more affordable conditions. Mention should also be made of the Programme to <br />
Support Housing Construction at Controlled Costs (PCHCC); the Special Re‐housing <br />
Programme (PER); the Pilot‐project Initiative for Urban Rehabilitation and <br />
Reinsertion of Critical Neighbourhoods; the Porta 65 Programme; PROHABITA; the <br />
Housing Rehabilitation Pilot‐project for the Elderly. <br />
<br />
The promotion of social cohesion at a regional level has evolved through Social <br />
Networks, as local structures, in partnership with public and private bodies, working <br />
as articulation platforms in Social Action Local Councils, so as to better respond to the <br />
needs of the population taking into account the proximity and profitability of <br />
resources on a local scale, and are found in 277 of the 278 boroughs on the continent. <br />
During the first quarter of <strong>2008</strong>, about 96% of the boroughs had finished the Social <br />
Diagnosis, at least, 88% the Social Development Plan and, 79% of the Action Plans. <br />
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30
The Local Social Development Contracts Programme (CLDS) focuses on more <br />
depressed areas, with a view to obtaining greater regional cohesion, developing <br />
partnerships with local bodies, fighting poverty and promoting social inclusion of <br />
those more vulnerable, through activities within the employment field, training and <br />
qualification, family and parent intervention, and empowerment of the community <br />
and institutions. 19 CLDS had been signed by April <strong>2008</strong>, which includes 22 boroughs. <br />
<br />
<br />
Response PtW 7: <br />
<br />
<br />
Macroeconomic policy <br />
- Public finance <strong>reform</strong> <br />
<br />
- Budgetary discipline policy <br />
<br />
Microeconomic policy <br />
- Access to funds <br />
- R&D policies <br />
- Encouraging entrepreneurship <br />
<br />
Strengthening social cohesion and inclusion, reducing poverty and social exclusion by establishing the following Plans: <br />
• <strong>National</strong> Strategy for Social Protection and Social Inclusion (which integrates the <strong>National</strong> Action Plan for Inclusion (PNAI), the <br />
<strong>National</strong> Pensions Strategy and the <strong>National</strong> Plan for Health Care and Long Term Health Care) <br />
• <strong>National</strong> Equality Plan – Citizenship and Gender <br />
• <strong>National</strong> Plan against Domestic Violence <br />
• Plan of Action for the Integration of People with Disabilities or Impairment (PAIPDI) <br />
• <strong>National</strong> Plan to Promote Accessibility (PNPA) <br />
• Plan for Immigrant Integration (PII) <br />
• <strong>National</strong> Plan against People Trafficking <br />
<br />
Continued investment in education and training <br />
<br />
Integration in the labour market: continued implementing the following <strong>programme</strong>s: <br />
• Inclusive Labour Market Programme <br />
• Professional Training and Employment of Disabled People Programme <br />
• Intervention Programme for Unemployed Immigrants <br />
<br />
Access to the social services and facilities network <br />
• Programme to Extend the Social Facilities Network (PARES), supporting early childhood, the disabled and the elderly <br />
• <strong>National</strong> Network of Integrated Continued Care (RNCCI) <br />
<br />
Access to health <br />
• Health Care Centre <br />
• ‘Appointment on Time’ Programme <br />
• Creation of the Oral Health Cheques project <br />
<br />
Social security system <br />
• Social Integration Benefit, which grants aid to people and their families according to their personal and family situation <br />
• Income Supplement for the Elderly, for pensioners over 65 whose income is below a legally established amount. <br />
• Positive differentiation of benefits (e.g. increase in child allowance for children and youngsters given to large families; update of <br />
family benefits based on the positive differentiation principle in favour of families that are economically vulnerable; additional child <br />
allowance for children and youngsters of single parent families; establishment of a number of social measures to strengthen social <br />
protection during the maternity, paternity and adoption period). <br />
<br />
Access to Housing <br />
• Housing Support Programmes, <br />
• Aid to the Construction of Housing with Controlled Costs Programme (PCHCC); <br />
• Special Re‐Housing Programme (PER); <br />
• Pilot‐project Initiative Urban Qualification and Reintegration of Critical Neighbourhoods; <br />
• Porta 65 Programme; <br />
• PROHABITA; Pilot‐Project for Housing Rehabilitation for the Elderly. <br />
<br />
Promotion of social cohesion on a regional and local level <br />
• Local Contracts for Social Development Programme (CLDS) <br />
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#2 PART <br />
NATIONAL REFORM PLAN <br />
NEW CYCLE <strong>2008</strong>‐<strong>2010</strong> <br />
Consolidating Reforms <br />
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INDEX <br />
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Introduction ................................................................................................................ 3 <br />
<br />
Area 1 – Quality of Finances and Public Services ........................................................ 9 <br />
<br />
Area 2 ‐ A Favourable Business Environment, especially for SME ............................ 24 <br />
<br />
Area 3 – Better Innovation System and more R&D .................................................. 34 <br />
<br />
Area 4 – Combating Climate Change, Pledging in Renewable Energies and in Energy <br />
Efficiency .................................................................................................................. 45 <br />
<br />
Area 5 – More Positive Mobility through Qualifications, Employment and Social <br />
Cohesion .................................................................................................................... 50 <br />
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Area 6 – Promoting an Intelligent Territory .............................................................. 70 <br />
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INTRODUCTION <br />
<br />
<br />
Despite the economic and social problems that have resulted from the difficult <br />
starting point in 2005 and the impact of the current international crisis international, <br />
the <strong>National</strong> Action Programme for Growth and Employment (PNACE 2005/<strong>2008</strong>) is <br />
an ambitious <strong>programme</strong> of <strong>reform</strong>s that has proved itself to be both appropriate <br />
and viable and a highly effective means of obtaining results and meeting the defined <br />
targets. <br />
<br />
The depth of the structural deficits and the demonstration of the adequacy of the <br />
responses have led <strong>Portugal</strong> to giving unequivocal priority in this new cycle of the <br />
PNR <strong>2008</strong>/<strong>2010</strong> to the continuation and furthering of the <strong>reform</strong>s already underway <br />
in the scope of the PNACE 2005/<strong>2008</strong>. <br />
<br />
The results already obtained and in particular the consolidation of the public <br />
accounts and strengthening of the competitive base allow for an even more <br />
ambitious <strong>programme</strong>, introducing new transversal approaches and taking <br />
advantage of the convergence with the NSRF 2007/2013. <br />
<br />
In its PNR ‐ New Cycle <strong>2008</strong>‐<strong>2010</strong>, <strong>Portugal</strong> assumes four Areas defined by the <br />
<strong>European</strong> Council as the Priorities of the Lisbon Strategy, namely Intensifying <br />
Research, Development and Innovation; Improving the Business Environment, <br />
notably for the SMEs; Investing in People – Qualifications, Labour Market and <br />
Social Protection and Economic and Ecological Conciliation – Energy and Climate <br />
Change, taking into account their relevance to the national challenges and the <br />
weight already represented by these areas in the implementation process of the <br />
PNACE 2005/<strong>2008</strong>. <br />
<br />
In addition, the PNR – New Cycle <strong>2008</strong>‐<strong>2010</strong> also assumes specific priority areas, the <br />
Quality of Public Finances and the Modernisation of the Public Administration and <br />
the Valorisation of the Territory, given their strategic importance in the <br />
consolidation of the country’s modernisation process, recognised in many aspects in <br />
the actual recommendations and warning of future challenges from the <strong>European</strong> <br />
Union in its appraisal process of the <strong>reform</strong>s in <strong>Portugal</strong>. <br />
<br />
In this context, the updating of the <strong>National</strong> Reform Programme in <strong>Portugal</strong> in the <br />
framework of the New Cycle of the Lisbon Strategy revolves around six priority <br />
areas: <br />
<br />
<br />
Area 1 – Quality of Finances and Public Services <br />
<br />
Now that the ambitious targets defined in the PNACE 2005/<strong>2008</strong> of consolidating <br />
public accounts, the sustainability of the social security system and the <br />
<br />
3
modernisation of the public services have been reached, in the PNR <strong>2008</strong>/<strong>2010</strong> <br />
<strong>Portugal</strong> will place greater focus on improving the quality of public finances in <br />
intervention areas that boost the country’s potential growth and employment, and <br />
improve the productivity of factors in accordance with the guidelines of the Lisbon <br />
Strategy. <br />
<br />
<br />
Area 2 – A Favourable Business Environment, especially for SMEs <br />
<br />
The PNACE 2005/<strong>2008</strong> enabled <strong>reform</strong>s to be undertaken that made <strong>Portugal</strong> an <br />
example of good practices in the areas debureaucratising procedures, transparency, <br />
fostering entrepreneurship and the development of comprehensive responses to the <br />
needs of companies and SMEs in particular. Priority will be given in the PNR <strong>2008</strong>‐<br />
<strong>2010</strong> to the area of licensing, integration of procedures among the various levels of <br />
decision making and the channeling of the human resources available in the NSRF to <br />
create competitive contexts that are more favourable to companies and <br />
entrepreneurs. <br />
<br />
<br />
Area 3 – More R&D and Better Innovation Systems <br />
<br />
In the framework of the PNACE 2005/<strong>2008</strong>, public investment in RD doubled and a <br />
significant momentum was seen in private investment which should be caught by <br />
the enquiry into scientific and technological potential in 2007. There was an <br />
unprecedented boost in S&T human resources, competitive networks of excellence <br />
were developed and partnerships promoted with internationally recognised centres <br />
of knowledge. In the PNR <strong>2008</strong> – <strong>2010</strong>, priority will be given to the consolidation of <br />
networks as competitiveness and technology poles or clusters, fostering collective <br />
efficiency as an instrument of innovation and the creation of the competitive <br />
dimension at <strong>European</strong> and world level. On the other hand, continuity will be given <br />
to boosting human resources in S&T, to the development of thematic R&D networks <br />
and consortia with scientific institutions, and the creation and participation in <br />
international knowledge networks, as well as to the stimulation of private <br />
investment in R&D. After consolidating a new level of investment in the scientific <br />
and technological system, special attention will be focused on creative innovation in <br />
the context of the different value chains. <br />
<br />
<br />
Area 4 – Combating Climate Change, Pledging in Renewable Energies and in Energy <br />
Efficiency <br />
<br />
<strong>Portugal</strong> is one of the leaders in the promotion of renewable energies, giving <br />
sequence to one of the structuring drivers of the PNACE <strong>2008</strong>/<strong>2010</strong>. The PNR <strong>2008</strong> / <br />
<strong>2010</strong> pledges in the priority of energy efficiency as a way of reducing carbon <br />
emissions and increasing competitiveness in the processes and <strong>Portugal</strong> will make <br />
the renewable energies sector a key pledge both in terms of the incorporation <br />
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4
targets and through research into new sources of renewable energy and through <br />
investment in the production systems of new generation renewable energies. <br />
<br />
Area 5 – More Positive Mobility through Qualifications, Employment and Social <br />
Cohesion <br />
<br />
In a country with low qualification levels and significant asymmetries in the <br />
distribution of wealth, the PNACE 2005 – <strong>2008</strong> has made qualifications a priority, <br />
namely with the <strong>reform</strong> of basic education and the improvement of vocational <br />
qualification levels through the New Opportunities <strong>programme</strong>. The PNR <strong>2008</strong> – <br />
<strong>2010</strong> strengthens this priority, taking advantage of the significant increase in the <br />
resources allocated to human potential in the NSRF, in particular for the <br />
improvement of qualifications and for social protection, boosting positive mobility in <br />
a context of the modernisation of the labour market and the improvement of social <br />
cohesion, in articulation with the principles of flexicurity and in a climate of <br />
confidence and articulation with the social partners. <br />
<br />
Area 6 – Promoting an Intelligent Territory <br />
<br />
The territory’s ability to attract qualified populations to settle down and to make <br />
investments in sectors with high added value is a critical factor for raising <strong>Portugal</strong>’s <br />
growth potential and to improve productivity indicators in a framework of regional <br />
social cohesion. The PNACE 2005‐<strong>2008</strong> incorporated the development of <br />
infrastructures that led to a rise in the value of activities developed in <strong>Portugal</strong> in <br />
important areas such as Tourism, Technological Services and Energy. The PNR <strong>2008</strong>‐<br />
<strong>2010</strong> will place priority on infrastructures that boost the economic centrality of the <br />
Portuguese territory and do away with the costs of the periphery such as new <br />
generation networks, port and airport infrastructures and the modernisation of the <br />
railway as well as the networks of basic service infrastructures, notably those of <br />
education and of science and technology, in the framework of a city and urban <br />
network policy that fosters integrated development and cohesion. <br />
<br />
The definition of these priority areas also reflects the strong convergence of the <br />
implementation of the Lisbon Strategy with the NSRF 2007/2013. <br />
<br />
The implementation of the Lisbon Strategy (macro, micro and employment <br />
components), notably in this New Cycle <strong>2008</strong>‐<strong>2010</strong> will take the cohesion policy into <br />
account, ensuring growth that will enhance social and territorial cohesion through <br />
the kind of economic development measures, the boosting of the social dimension, <br />
and the valorisation of the development of an intelligent territory (Area 6.), <br />
respecting diversity, empowering endogenous resources and generating the <br />
availability of infrastructures that bring development and well being. <br />
<br />
In carrying out the actions that will drive each of the areas, the external dimension <br />
associated to the Lisbon Agenda will be taken into account, namely the fostering of <br />
business and institutional cooperation, as well as the development of strategies that <br />
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5
are transversal to all areas such as cohesion, cultural and youth policies and the <br />
promotion of equal opportunities and citizenship, notably gender equality. <br />
<br />
The definition of the priority areas of the PNR New Cycle also takes into account the <br />
need for convergence of the implementation of the Lisbon Strategy with one of its <br />
main instruments, the NSRF 2007/2013. Both the previous and the current cycle of <br />
the Lisbon Agenda find the structural funds and the cohesion fund to be a significant <br />
lever for action, in particular in the convergence objective regions (North, Centre <br />
and Alentejo, Azores), as the funding of this development is greater, but also in the <br />
competitiveness and employment regions (Lisbon, Madeira, Algarve) where the <br />
Lisbon Agenda finds a particularly fertile terrain although the funding is less. <br />
<br />
But it is noted that the PNR contains a set of objectives, measures and actions of a <br />
legislative and regulatory nature in various areas, as well as incentives and support <br />
measures targeting private agents or their surroundings. With regard the NSRF, <br />
therefore, it is a Plan that comes to the aid of a wide range of instruments and <br />
intervention typologies. It is also noted that the time reference frameworks of PNR <br />
and of NSRF, <strong>2008</strong>/<strong>2010</strong> and 2007/2013 respectively, do not totally coincide. <br />
However, throughout the next cycle there will be a key influence between the two <br />
processes which requires careful articulation between the respective coordination <br />
structures. <br />
<br />
The following figure illustrates the coherent and consistent association between the <br />
priority areas of the New Cycle of the PNR and the strategic priorities of the NSRF, <br />
set for all the OP. 1 <br />
<br />
<br />
<br />
1 For greater development see annex “The role of the <strong>National</strong> Strategic Reference Framework <br />
(NSRF) in the PNR”. <br />
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6
<br />
<br />
The successful implementation of the PNACE 2005/<strong>2008</strong> was largely the result of the <br />
impetus provided by the Technological Plan, a strong policy idea that gave rise to a <br />
mobilising agenda for the Portuguese society and a commitment to government <br />
action focused on the promotion of knowledge, technology and innovation. <br />
<br />
The Technological Plan, recognised by the majority of the Portuguese population as <br />
an important or very important agenda, allows the transversal governance of <br />
policies to be strengthened and promotes public/private partnerships, as well as <br />
creating a favourable environment for the launch of numerous initiatives that prove <br />
themselves to be in line with the Plan’s agenda. <br />
<br />
The PNR New Cycle <strong>2008</strong>/<strong>2010</strong> will continue to be implemented in total articulation <br />
with the Technological Plan, taking advantage also of the fact that they have the <br />
same head office and coordination structure. <br />
<br />
The Technological Plan is a dynamic agenda which evolves to adapt itself to the <br />
needs and priorities of the public policies and private dynamics of the Portuguese <br />
economy as a whole. <br />
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In its current formulation, the application of the Technological Plan is centred <br />
around nine plans focused on new generation networks, collective efficiency <br />
strategies, the pledge in science, policies supporting the SMEs, administrative <br />
simplifications, health, justice, education and sustainable mobility. A significant part <br />
of the structuring measures of the PNR New Cycle <strong>2008</strong>/<strong>2010</strong>, in particular in the <br />
dimensions fostering growth and competitiveness, integrate the Technological Plan. <br />
<br />
The PNR New Cycle <strong>2008</strong>/<strong>2010</strong> is also aligned with the <strong>National</strong> Strategy of <br />
Sustainable Development (ENDS 2015) in force since 2006. <br />
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<br />
PRIORITY AREAS <br />
<br />
Each priority area is implemented through the continuation of measures from the <br />
PNACE 2005‐<strong>2008</strong> which remain in the New Cycle <strong>2008</strong>‐<strong>2010</strong> either due to their <br />
nature or because their impacts will be particularly visible in this period and also <br />
through new measures that demonstrate the focus and commitment to <strong>reform</strong>s <br />
implicit in the newly established six priorities. <br />
<br />
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| <br />
AREA 1 – QUALITY OF FINANCES AND PUBLIC SERVICES <br />
<br />
<br />
In the New Cycle of the <strong>National</strong> Reform Plan <strong>2008</strong>‐<strong>2010</strong>, the implementation of <br />
structural <strong>reform</strong>s will be focused on improving the quality of public finances and on <br />
continuing with modernisation of the Public Administration, one of the main vehicles <br />
for the implementation of public policies. <br />
<br />
In addition, initiatives will be taken to improve the legislative process in its content, <br />
impact and methodologies. <br />
<br />
<br />
<br />
1.1. QUALITY OF PUBLIC FINANCES <br />
<br />
Context <br />
<br />
The <strong>reform</strong> of public finances and the rigorous budget policy will continue with the <br />
pursuit of a balanced budget in the medium term and the implementation of <br />
measures that strengthen the long term sustainability of the public finances. In fact, <br />
the existence of structural budget deficits and the dynamics associated to the <br />
expected evolution of expenses that are sensitive to the ageing of the population <br />
makes it urgent to guarantee the intergenerational financial balance that does not <br />
put the continuity of public policies at risk. <br />
<br />
The consolidation of the public accounts will continue to be based on the structural <br />
reduction of the weight of the primary current expenditure, benefiting from the <br />
budget <strong>reform</strong> processes underway that improve the capacity of budgetary control, <br />
and on the increased efficiency of tax paying and contributions. <br />
<br />
The progressive improvement in the primary balance (which had already reached a <br />
positive figure in 2007), in conjunction with the pursuit of the policy to reduce the <br />
structural deficit, and the impacts of the improved external credibility of our public <br />
finances in the conditions for placing debt on the international markets, will make it <br />
possible to reduce the weight of the public debt in the GDP. Moreover, the <br />
development of the new management model of public debt will contribute to this <br />
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9
objective along with its impacts on the increased efficiency in the management of <br />
the funding of State activities, notably by reducing the stock in circulation and the <br />
resulting financial burdens for the State. These developments will be pursued <br />
through better programming of financing, increased negotiating capacity with the <br />
financial system, better control of credit and liquidity risks, the minimisation of <br />
operational risks, and the extension of the State’s central treasury to entities <br />
hitherto excluded from it, benefiting also from the pursuit of the policy allocating the <br />
result of the sale of public participations to the amortization of the public debt. <br />
<br />
In particular, with regard the privatisation policy based on the reorganisation of the <br />
public participations portfolio, participations in companies in activity sectors which <br />
do not justify the State’s direct presence from the public interest viewpoint will be <br />
disposed of, as will participations where the State has a residual shareholder <br />
position and which were obtained as a result of business restructuring processes. <br />
The reduction of the State’s weight in the business sector will, in turn, enable greater <br />
competition thus favouring the efficient application of economic resources and the <br />
increase of company competitiveness. <br />
<br />
The improved financial sustainability of the State’s business sector is one of the <br />
main vehicles of public policies; as such, it makes a positive contribution to the <br />
sustainability of public finances. In fact, the accumulation of negative results and <br />
debt by public companies can become an additional risk for the sustainability of <br />
public finances as in the case, for example, of the State needing to assume the <br />
liabilities of a public company in order to guarantee that the latter honours its <br />
commitments thus ensuring its survival. <br />
<br />
In the area of Public – Private Partnerships that follows up on the measures <br />
implemented in 2006 and 2007 and takes the intergenerational equity principle into <br />
account, the planning and control mechanisms of this implementation instrument of <br />
public policies will be strengthened. <br />
<br />
The consolidation of public accounts and their sustainability are essential to improve <br />
the competitiveness of our economy, by orienting resources to more productive <br />
purposes so as to strengthen financial stability and confidence in the future of the <br />
Portuguese economy, creating conditions for increased private investment, and to <br />
guarantee the sustainability of social policies. <br />
<br />
The evolution of the composition of the public expenditure should reflect its <br />
progressive orientation to increasing competitiveness and employment, in <br />
accordance with the guidelines of the Lisbon Strategy and the <strong>National</strong> Reform Plan, <br />
as well as the need to confront the structural increase of the expenditure sensitive <br />
to the ageing of the population. <br />
<br />
Hence, in relation to previous years, the weight of public investment in human <br />
capital, in R&D (inducing private investment in R&D), in science and technology, and <br />
in public infrastructures of high added value, notably with the sectorial technological <br />
plans, should be increased as a proportion of the total primary expenses. Hence, the <br />
<br />
10
contribution of the structural funds resulting from the current implementation of the <br />
OPs that are part of the NSRF is extremely relevant due to its obvious focus (in <br />
quantity and, from the perspective of greater selectivity, in quality) on these <br />
typologies of public investment. <br />
<br />
Equally, the weight of the current expenditure should be decreased over the New <br />
Cycle; for that purpose, the operational expenditure will have to more than <br />
compensate for the expected increase in expenditure related to the ageing of the <br />
population. These evolving dynamics will be linked to the reduction of the weight of <br />
expenditure on personnel as a result of the continuation of the policies controlling <br />
recruitment, the promotion of better planning and internal mobility and the control <br />
of the evolution of the total payroll in the Public Administration, as well as the <br />
rationalisation of the acquisition of goods and services to which the work of the <br />
<strong>National</strong> Agency of Public Purchases will contribute. <br />
<br />
In addition, there will continue to be a policy to increase the efficiency of <br />
expenditure, in particular in the priority sectorial areas (e.g. health, education, social <br />
benefits), rationalising and eliminating waste in the use of public resources whilst <br />
also raising the effectiveness and quality of the public service rendered. <br />
<br />
The behaviour of the public entities as purchasers of goods and services has a <br />
significant impact on the running of some markets and on the business environment <br />
in general. More specifically, when public entities make extensive delays in <br />
payments, suppliers are required to have greater working capital (and therefore <br />
financial costs). Hence, public entities will pursue a policy of reducing payment <br />
deadlines. <br />
<br />
The increase in the effectiveness and efficiency of the tax and contribution system <br />
will continue to be a target with the aim of assuring in a fair manner appropriate and <br />
sufficient income to implement public policies, increasing and supporting the <br />
voluntary compliance by tax payers with their obligations and combating fraud and <br />
tax and contribution evasion. <br />
<br />
A good budgetary framework, notably with regard the institutions and rules <br />
associated with the process of preparing, executing and evaluating the public <br />
budgets can benefit the credibility, transparency and quality of public finances. <br />
There should therefore be greater budgetary discipline based on mechanisms that <br />
make budgetary consolidation more long lasting with a view to the sustainability of <br />
public finances. <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
11
Measures <br />
<br />
<br />
1.1.1. Consolidation and Sustainability of Public Finances <br />
<br />
• Definition of debt limits for public companies. In order to develop more <br />
rigorous financial management, especially with regard optimising financing <br />
and investment decisions, ceilings are to be fixed each financial year for <br />
public companies’ debt bearing in mind the proposed investment plan, the <br />
current debt and financing capacity. <br />
<br />
• Launch of restructuring <strong>programme</strong>s of transport companies. With a view to <br />
medium/long term financial restructuring of public companies in the <br />
transport sector, opportunities to improve internal efficiency will be <br />
identified in relations with the State (particularly with regard the contracting <br />
of public services) and in the management of the stock of current debt; these <br />
opportunities will be expressed in management contracts to be signed <br />
between the State shareholder and the respective management boards. <br />
<br />
1.1.2. Composition and Efficiency of Public Expenditure <br />
<br />
• Running of the “Paying at the Right Time” Programme with a view to <br />
reducing the indicator for the average payment period (PMP) by 30 days in <br />
the public sector (registered at the end of the fourth quarter of <strong>2008</strong>) by <br />
<strong>2010</strong> <br />
<br />
1.1.3. Efectiveness and Efficiency of Income <br />
<br />
• Use of information as a lever to combat fraud and tax and contributory <br />
evasion. An integrated information system will be implemented in the Tax <br />
Administration to support tax inspections in its planning, control and <br />
procedures so that tax inspection can become more efficient and target the <br />
control of risk tax payers and enable detection through the use of IT <br />
<strong>programme</strong>s. <br />
<br />
1.1.4. Budgetary Instituitions and Rules <br />
<br />
• Development of Programme‐based Budgeting. Following the Commission’s <br />
work for Programme based Budgeting and the Budget Review of the OECD, <br />
pluri‐annual principles and the evaluation of results will be introduced into <br />
the budget process and new budgeting <strong>programme</strong>s will be conceived; this is <br />
a follow up to the three pilot <strong>programme</strong>s (in the areas of Cooperation, <br />
Continued Health Care and Social Services in Higher Education) that the <br />
Government will now present in the State Budget Report for 2009. The <br />
pledge in the management by objective model will improve the budget <br />
planning and control capacity and create a base to monitor and evaluate the <br />
performance of the budgetary services and <strong>programme</strong>s. <br />
<br />
12
<br />
<br />
• Reformulation of the financial management processes in the public sector. <br />
The current financial management processes in the public sector are not in <br />
line with the best financial management practices and the potential provided <br />
by information and communication technology. The redesign of financial <br />
processes at the different phases of the budget planning and control process <br />
– preparing the budget, implementing the budget and reporting – is <br />
therefore a priority for the first cycle. Given the best practices in this area, <br />
the redefinition of the financial processes and circuits should be based on <br />
three fundamental principles: the definition of a plur‐iannual expenditure <br />
framework, the transparency of processes and autonomy in management <br />
and responsibilsation for the results. <br />
• Introduction of accrual and analytic accounting using the RIGORE software <br />
in the integrated services. In order to increase control of the assumption of <br />
expense, to provide support information for management decision making <br />
and to increase clarity and transparency in the management of public money <br />
and financial relations of the State, the target has been set to introduce <br />
reporting in the State Official Audit Plan using RIGORE software in 50 <br />
integrated services of the State’s Direct Administration by <strong>2010</strong>. <br />
<br />
<br />
1.2. MODERNISATION OF THE PUBLIC ADMINISTRATION <br />
<br />
<br />
Context <br />
<br />
The modernisation of the Public Administration is one of the main vehicles for <br />
implementing public policies and it will continue as one of the transversal drivers of <br />
the implementation of the <strong>National</strong> Reform Plan. <br />
<br />
The <strong>reform</strong>s in the Public Administration express the recognition that public <br />
resource management guided by the criteria of efficiency and effectiveness is <br />
essential for a competitive economy not only because of the significant weight of the <br />
public sector in the Portuguese economy and the possibility of reducing <br />
administrative costs imputed to the private sector, but also because by acting as <br />
leader in the promotion of the quality governance of organisations and best <br />
management practices, the public sector can obtain significant indirect benefits due <br />
to its improved performance. <br />
<br />
The successful modernisation of the Public Administration necessarily implies <br />
advancing with <strong>reform</strong>s in management methods and rules, so as to improve the <br />
management skills of public managers and executives and draw greater value from <br />
the public resources allocated to the activity of the entity they are leading, by <br />
improved planning and controlling of the activity, rationalising and eliminating waste <br />
with the constant aim of a higher quality public expenditure. <br />
<br />
<br />
13
In the scope of the planning, control and evaluation of the management of the <br />
Public Administration entities, there is increased orientation towards management <br />
by objectives along with the interconnection of the current evaluation mechanisms <br />
of services (QUAR) and the evaluation of executives and functionaries and also the <br />
capacity of management information systems to provide timely, relevant and <br />
reliable information that enables executives and functionaries to take the best <br />
possible decisions. Using objectives to support management is intended to <br />
communicate clearly what the service strives to achieve, defines prioirities, gives <br />
executives and functionaries guidance so that they concetrate their efforts and <br />
resources on what is important and on the results to be obtained and also creates a <br />
base to monitor and evaluate the perfomance of the service. Furthermore, it <br />
provides executives with a powerful tool to communicate their vision and strategy <br />
and motivate their teams to reach the objectives. <br />
<br />
The rationalisation and elimination of waste in the use of public resources focuses <br />
on the implementation of shared services in the accounting, finance and human <br />
resources areas, on the consolidation of a national public purchasing system and a <br />
new management model for the State’s fleet of vehicles and on the management of <br />
the public real estate assets. <br />
<br />
In the scope of public employment, with the entry into force of the three pillars of <br />
the new system, created over the last three years (Law nr 66‐B/2007, dated 29 <br />
December, which approves the New Integrated Management and Performance <br />
Evaluation System in the Public Administration, Law nr. 12‐A/<strong>2008</strong>, dated 27 <br />
February, that lays down the new systems of contractual ties, careers and <br />
remuneration in the Public Administration, and Law nr. 59/<strong>2008</strong>, dated 11 <br />
September, which establishes the new work contract system in public offices), <br />
evaluation of performance and management by objective provides the basis for a <br />
more productive human resources management that motivates executives and <br />
functionaries and therefore fosters excellence in the public services rendered to <br />
citizens and companies. Hence, performance evaluation will be consolidated in the <br />
Public Administration, as well as the planning and mobility capacities of human <br />
resources. Lastly, the New Cycle has made a commitment to increasing the <br />
qualifications and professional training of workers in public office. <br />
<br />
The second large vector of Public Administration modernisation is that of orienting <br />
the Administration towards simplifying and improving the service provided to <br />
citizens and companies. Thus, and following on from the <strong>programme</strong>s in previous <br />
years, the Simplex Programme 2009 will proceed to work towards making <br />
administrative procedures simpler, more transparent and more rapid so as to <br />
facilitate the lives of citizens and companies, consolidating the strategy that <br />
associates simplification and electronic administration as one of the key factors to <br />
modernise and innovate in the conception and distribution of public services. <br />
<br />
The simplification measures targeting small and medium enterprises will have <br />
special relevance. <br />
<br />
<br />
14
With regard the creation of new intelligent channels of access to pubic services, the <br />
strategy of implementing proximity services will be continued and the range of <br />
services available in the physical, and wherever possible virtual, one stop shop will <br />
be broadened in articulation with the sectorial technological plans; greater <br />
integration of services dealing with the “life events” of citizens and companies will <br />
be fostered and attendance will be reorganised so that one contact or interaction <br />
will be enough for the interested party to act or obtain all the documents and <br />
information required. <br />
<br />
In relation to the modernisation of Public Services, the measures in the health, <br />
justice and education which have specific technological plans are noteworthy, with <br />
their aim of improving services rendered, taking maximum advantage of technology <br />
and rationalising structures and processes. <br />
<br />
<br />
<br />
Measures <br />
<br />
1.2.1. Reforms in the Management Methods in the Public Administration <br />
<br />
• Implementation of shared services in the areas of accounting and financial <br />
management and human resources. The implementation of shared services <br />
in the areas of accounting and financial management and human resources <br />
will lead to a change in the way Public Administration entities undertake their <br />
administrative processes (back‐office) and technologies due to the <br />
standardisation of rules and procedures, rationalisation of structures, <br />
equipment and resources. Hence, we will have a more modern and efficient <br />
Public Administration, based on standardised, automated and integrated <br />
processes. <br />
The target has been set to implement shared service systems in the finance <br />
and accounting area in 50 state entities by <strong>2010</strong>. The target for human <br />
resources management is to have the salary processing of 60,000 <br />
functionaries in shared services by <strong>2010</strong>. <br />
<br />
• Consolidation of the <strong>National</strong> System of Public Purchases and the New <br />
Management Model of the State’s Fleet of Vehicles. In the area of the <br />
<strong>National</strong> System of Public Purchases, the target is to make from 10% to 15% <br />
savings in the relevant expenditure (150 million euros in the 2009‐<strong>2010</strong> <br />
period). The target for the State Vehicle Fleet area is to make savings of 40 <br />
million euros in the 2009‐<strong>2010</strong> period. <br />
<br />
• Progressive implementation of the burden principle in the use of real estate <br />
. As revealed in the conclusions of the recent Survey of Public Administration <br />
Real Estate which notes more efficient occupation ratios in rented real estate <br />
than in owned real estate, the introduction of financial charges (rent) on <br />
users of State property, including Public Administration services without legal <br />
personality, will foster a better use of public space. <br />
<br />
15
<br />
• Increase in qualifications and training. A critical factor for the successful <br />
modernisation of the Public Administration is that of the qualification of its <br />
executives and workers. The improved qualifications of executives and staff <br />
will be conducted by means of prospective evaluation and the preparation of <br />
skills directories and the development of made‐to‐measure capacity building <br />
<strong>programme</strong>s, raising the capacities of executives and management, the <br />
implementation of mobility policies through the development of professional <br />
retraining <strong>programme</strong>s, the development of e‐Learning and practice <br />
communities, the decentralisation of training by means of partnerships <br />
between INA and local institutions, and alignment with the New <br />
Opportunities Initiative. <br />
<br />
<br />
1.2.2.. Simplification and Improvement of Attending Citizens and Companies <br />
<br />
• Reduction of charges made to companies. Following the approval in the <br />
<strong>European</strong> Council of March 2007 of the Action Programme for the Reduction <br />
of Administrative Burdens in the <strong>European</strong> Union, in <strong>2008</strong> the Government <br />
approved the <strong>National</strong> Pledge to Reduce Administrative Burdens for <br />
Companies with a view to replicating the objective defined by the EU in the <br />
national plan. In 2009, the evaluation process of the reduction of <br />
administrative burdens companies resulting from the application of the <br />
already implemented simplification measures will proceed. <br />
<br />
• Local authority Simplex. In 2009, the evaluation of the first Local Authority <br />
Simplex Programme will take place; the <strong>programme</strong> was launched in <strong>2008</strong> <br />
and will be extended to more local authorities with new simplification <br />
measures that do not dispense with collaboration between municipalities or <br />
between municipalities and the central administration. <br />
<br />
• One stop shop and second generation citizen shops. In the scope of the <br />
modernisation of public services, investment will continue to be made in <br />
raising the quality and proximity of services to their users, namely by <br />
increasing the range of public services available in the one stop shop system <br />
(presentially or online) and through the expansion of Second Generation <br />
Citizen Shop <strong>programme</strong>. One of the key objectives of this <strong>programme</strong> is to <br />
rationalise the distribution model of public services both geographically and <br />
financially, without losing proximity to the citizen and economising in terms <br />
of the cost of installation and exploitation; therefore, the new citizen shops <br />
should concentrate public services of the central administration and the <br />
municipal administration in the same space, using their own counter or multi <br />
service counters. Their appropriate articulation with other distribution <br />
channels is also foreseen, notably the voice channel and internet, thus <br />
assuring a more standardised attendance for all citizens. <br />
<br />
<br />
16
<br />
<br />
• Multi‐channel service for companies. The same multi‐channel attendance <br />
strategy will continue to be developed for all companies. The specific <br />
attendance for companies also includes the voice channel and, in particular, <br />
the ongoing improvement of the web channel (Company Portal). <br />
• On‐line catalogue of licences. In the area of the single counter (one stop <br />
shop) initiatives targeting companies and continuing the project initiated in <br />
2007, the on‐line catalogue of licences will be optimised. This catalogue <br />
brings together licences, authorisations and administrative constraints and <br />
gives access to relevant information on each of these aspects, namely <br />
applicable legislation, competent authority and contacts; improvements will <br />
be made so that it covers all existing authorisations in the legal system for <br />
which information must be collected so that the catalogue can be <br />
completed. In the scope of the transposition work of the Services Directive, <br />
along with the work of simplifying access procedures and the exercise of <br />
activities of services, a new single counter is still planned – included in the <br />
licence catalogue – with electronic procedures that enables distance access <br />
by electronic means to the authorisation procedures required to exercise an <br />
activity in <strong>Portugal</strong>. The pilot scheme, to be conducted in <strong>2008</strong> with Estonia, <br />
already uses electronic authentication based on the Citizen Card. Also in the <br />
context of electronic identification, <strong>Portugal</strong> is participating in a <strong>European</strong> <br />
consortium (14 countries) for the creation of an interoperability platform <br />
and for the recognition of electronic certificates. The services to be tested <br />
include company start‐ups, applications for higher education and the change <br />
of address. <br />
<br />
• Seniors Counter. The Seniors Counter will be an integrated counter that <br />
includes the availability of services and information related with pensions, <br />
free time, health and other matters important to the elderly such as <br />
transport, social support, leisure or services like arranging ambulances to <br />
transport the sick, booking and requesting home help, municipal services for <br />
seniors (payments, booking activities), public services of general interest <br />
(telephone, electricity); another predominant characteristic is that the <br />
service will be provided from a proximity service approach, in other words, in <br />
addition to the Citizen Shops, this new service can be found in places like the <br />
casas do povo, local authorities or even railway station. <br />
<br />
• Elimination of certificates in public services. Project for the provision of <br />
integrated services based on the fostering of communication between <br />
entities or departments. In <strong>2008</strong>, the certificates to be eliminated will be <br />
identified and the implementation of the certificate catalogue is also planned <br />
(e.g. procedures, legislative information, costs and contacts). This transversal <br />
project will work in articulation with the central and local administrations <br />
and in the first phase will bring together almost all the entities of seven <br />
ministries and six municipal town halls. <br />
<br />
17
• In relation to the tax system, the aim is to continue to build an <br />
Administration that is available and closer to the citizen and companies by <br />
making it easier, quicker and cheaper to comply with tax obligations and <br />
placing the taxpayer at the centre of the system. This involves continuing to <br />
make improvements to the quality of the service rendered and to provide <br />
quick and quality responses to the requests of taxpayers and establishing a <br />
relation of mutual trust with complying taxpayers by increasing the efficiency <br />
of the system, eliminating mistakes and delays in recognising rights or in the <br />
response to requests, and to take a more proactive stance in the interaction <br />
with the taxpayers. <br />
<br />
<br />
1.2.3. Technological Plan for Health <br />
<br />
• E_agenda in health – the aim of this measure is to provide an electronic <br />
platform for making NHS appointments. It starts with requests for <br />
appointments for Primary Health Care (PHC), and this year it will provide the <br />
citizen with the interactivity that enables the patient to be alerted to the next <br />
appointment or a possible re‐scheduling with several hours’ notice. <br />
<br />
• Health call‐centre – Health Line 24 (continuation) – Following the initial <br />
implementation phase, and given the adhesion of citizens to the guidelines of <br />
Health 24, there is expected to be a considerable impact in the decline of <br />
unnecessary visits to the emergency services and a lower concentration of <br />
users in the services provided. The potential opportunity of giving health care <br />
guidance at home accompanied by the service is also being considered. <br />
<br />
• Support for the expansion of the electronic clinical process (ECP) – Until <strong>2010</strong>, <br />
the Ministry of Health will actively support the creation of ECPs in all health <br />
institutions. The ECP is a highly developed electronic process because it <br />
essentially constitutes an information collection process that is already <br />
electronically registered in the various information subsystems of <br />
institutions, in mobile or other surgical blocks, in hospital admissions, in the <br />
laboratory for complementary diagnostic means, in imaging. <br />
<br />
• Transparency Portal – (access card to health care) – Internet site where the <br />
citizen can collect all information on the access, listing the time defined and <br />
clinically acceptable and disclosing the results for the corresponding <br />
monitoring. <br />
<br />
• Medical prescriptions by electronic means for holders of chronic illnesses – <br />
electronic platform for prescription requests for patients with chronic or long <br />
term pathologies in the NHS. <br />
<br />
<br />
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18
1.2.4. Technological Plan for Education 2 <br />
<br />
• School Simplex Project – create an integrated electronic platform to support <br />
school management. Aimed at increasing the efficiency of management and <br />
communication among agents of the education community and improving <br />
access to school information. <br />
<br />
• School Card – generalise the use of electronic student card among the <br />
education community so as to increase the efficiency of school management <br />
and security in schools. The project envisages functions such as control of <br />
access, registration of attendance, process consultation, and electronic purse <br />
that can be charged off school premises thus leading to a real reduction in <br />
the carrying of cash. <br />
<br />
• Escol@segura safe@school – provide all schools with alarm systems and <br />
video surveillance in order to increase the security of facilities, discourage <br />
intrusions, theft and assaults in schools. The electronic alarm systems and <br />
video surveillance safeguard the investments made in schools whilst also <br />
guaranteeing the privacy of members of the school community. <br />
<br />
• Institutional Portal of the Ministry of Education – develop a preferential <br />
channel of communication between citizens and the Ministry of Education <br />
(ME) that provides relevant information in the areas of national and <br />
international education and concentrating the institutional contents of the <br />
ME services, combating dispersion, overlapping, redundancy and failures in <br />
contents. <br />
<br />
<br />
1.2.5. Technological Plan for Justice <br />
<br />
In the scope of the sectorial modernisation <strong>programme</strong>s for the increased use of ICT, <br />
the Ministry of Justice will introduce significant changes in three areas: Property <br />
Register, Civil Status Records and the Dematerialisation of legal proceedings. <br />
<br />
• On‐line property register: From 1 January 2009 it will be possible to make <br />
the majority of property register acts via electronic means. Thus, by using the <br />
site www.predialonline.mj.pt, lawyers, chambers of commerce and industry, <br />
notaries and solicitors will be able to request registration, pay fees and <br />
overcome failures in the registration process. <br />
Moreover, it is planned to make an on‐line property registration certificate <br />
available, very similar to that of the “Permanent on‐line Certificate” of the <br />
trade register. From 1 January 2009, any person can get access to property <br />
register information via internet, which will be permanently updated and <br />
with certificate value by going to the site www.predialonline.mj.pt. This <br />
electronic certificate is also accessible by use of a code that the interested <br />
<br />
2 See Positive Mobility Area - Qualifications<br />
<br />
19
<br />
<br />
party can deliver to any public or private entity, thus eliminating the need to <br />
deliver a paper certificate. <br />
In the first quarter of 2009, the “Special registration operations” counter will <br />
start operating. This counter provides a special and personalised service for <br />
users who require it due to the volume and complexity of the registration <br />
requests and real estate operations they wish to make. <br />
• New on line Civil Status Records: By the end of <strong>2008</strong>, the first services of civil <br />
status records will be available on‐line and in 2009 this will be extended to <br />
most situations for the recording of civil status. <br />
• CITIUS and the dematerialisation of legal proceedings. In <strong>2008</strong>, professional <br />
representatives (lawyers and solicitors) were given various incentives to <br />
undertake procedures online. Accordingly, since 1 September <strong>2008</strong>, there has <br />
been a reduction of 25% to 50% in the charges of the Court paid by parties <br />
whose professional representatives use the CITIUS system to send pleadings. <br />
There has been a very significant use of these electronic means to deliver <br />
pleadings and documents through CITIUS – Delivery of Pleadings and CITIUS – <br />
Injunctions, which does away with the sending of copies on paper, and the <br />
efforts to publicise and train these professionals will continue in 2009. For <br />
example, the percentage of injunctions delivered using CITIUS – Injunctions is <br />
95% while 10% of pleadings and documents were delivered using CITIUS – <br />
Delivery of Pleadings. <br />
<br />
In the scope of the CITIUS dematerialisation of legal proceedings project, the <br />
following will also be made available in <strong>2008</strong>: i) new electronic means of <br />
making seizures in the ambit of enforcement procedure/judicial debt <br />
collection, ii) new portals on Internet that facilitate access to and the <br />
consultation of information on courts and alternative means of dispute <br />
resolution, iii) the extension of IT working instruments for magistrates of the <br />
Public Prosecution Service CITIUS – MP (penal) to all the DIAPs, iv) new <br />
electronic searches and consultations through the CITIUS that will facilitate <br />
criminal investigation, v) new electronic connections to entities that <br />
collaborate in criminal investigation and vi) throughout <strong>2008</strong> and 2009, new <br />
wireless connections in courts that facilitate access to and use of CITIUS <br />
applications. <br />
As of 5 January 2009, it will be mandatory for magistrates and the Public <br />
Prosecution Service to use the CITIUS application for pleadings in civil <br />
processes. This measure will do away with the printing of thousands of acts <br />
that are irrelevant to the case decision and significantly reduce the circulation <br />
of documents on paper in the courts. <br />
<br />
During 2009, new electronic means of communication between lawyers, <br />
courts and some public entities will also be made available along with new <br />
functions in the IT applications in the courts that, in the scope of the <br />
enforcement procedure, will facilitate and simplify the procedural flow in this <br />
kind of process, closely related to a reduction in the payment deadlines. Also <br />
<br />
20
in 2009, a public list of failed executions due to non‐existence of collateral <br />
assets will be made available online, with a view to avoiding legal <br />
proceedings that are unlikely to be successful and to foster the prompt <br />
compliance of contracts. <br />
<br />
<br />
<br />
1.3. IMPROVEMENT OF THE LEGISLATIVE PROCESS <br />
<br />
<br />
Context <br />
<br />
The improvement of the legislative process is considered to be fundamental by <br />
means of concluding and consolidating the measures foreseen in the Better <br />
Regulation Programme and furthering the impact evaluation system of the <br />
Government’s normative acts. <br />
<br />
The transposition of the community directives to the internal legal system <br />
continues to be a priority for <strong>Portugal</strong>. Thus, there will be renewed effort in <br />
legislative adaptation so that a substantial recovery can be made that will meet the <br />
1% target in 2009 defined by the <strong>European</strong> Council in spring 2007. Given the recent <br />
evolution, the work to be undertaken will involve the continuation of activities <br />
already underway to boost and monitor the work of the ministries, and to continue <br />
motivating ministerial offices to take action and attribute priority and urgency to the <br />
approval procedures of transposition laws. <br />
<br />
The conclusion and consolidation of measures foreseen in the Better Regulation <br />
Programme, the furthering of the impact evaluation system of normative acts and <br />
the reduction of the shortfall in the transposition of directives are therefore three <br />
goals for the improvement of administrative procedures in <strong>Portugal</strong>. <br />
<br />
<br />
Measures <br />
<br />
Better Regulation Programme. This <strong>programme</strong> will assure: <br />
<br />
• Interoperability between the legal databases of DIGESTO (system for the <br />
treatment and analysis of legal information) and the State’s databases for <br />
treatment of legal information. <br />
<br />
• Definition of a technological model for the electronic reconstruction <br />
(substantial consolidation) of legislative texts. <br />
<br />
• Implementation and consolidation of open consultation procedures to be <br />
undertaken by society that is able to foster the effective participation of <br />
citizens and companies. <br />
<br />
<br />
21
• Preparation of a practical guide for the drawing up of the Government’s <br />
normative acts. <br />
<br />
Impact evaluation of the Government’s normative acts. This evaluation will be <br />
reinforce with the following actions: <br />
<br />
• Revision of the trial SIMPLEX model used in the prior assessment of the <br />
administrative charges of all laws subject to the approval of the Council of <br />
Ministers, adjusting it to the “standard cost model” methodology. <br />
<br />
• Launch of a Practical Guide of the Prior Assessment of Administrative <br />
Burdens of the Government’s Normative Acts for use by the Ministries <br />
responsible for the preparing and drawing up of legislative initiatives. <br />
<br />
• Writing and presentation of an annual report by the Government with the <br />
results of the impact evaluation of normative acts through the new trial <br />
SIMPLEX model. <br />
<br />
• Adoption of a national pledge of a 25% reduction in administrative burdens <br />
imposed by national legal and regulatory norms on events relevant to the <br />
company life cycle. <br />
<br />
Transposition of community directives to the internal legal system, that will <br />
involve: <br />
<br />
• Monitoring of the timely transposition of directives by the Presidency of the <br />
Council of Ministers and by the Ministry of Foreign Affairs, by means of the <br />
automatic electronic warning systems, the monthly updating of transposition <br />
procedures and the holding of periodic inter‐ministerial meetings. <br />
<br />
• Combat “gold plating” (creation of administrative charges by national <br />
legislation beyond those foreseen in community directives) and “doublebanking” <br />
(compatibility between directives to transposed and already <br />
existing national legislation on the same matter). <br />
<br />
• Control of the transposition procedure from simplified <strong>European</strong> legislation <br />
in the framework of the 2005/2009 simplification <strong>programme</strong>, from “fast <br />
tracks” initiated in 2007 and the Action Programme for the Reduction of <br />
Administrative Burdens in the <strong>European</strong> Union. <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
22
<br />
|<br />
AREA 2 – A FAVOURABLE BUSINESS ENVIRONMENT, ESPECIALLY FOR <br />
SME <br />
<br />
<br />
Context <br />
<br />
In the scope of the national agenda for modernisation that has been underway, <br />
<strong>Portugal</strong> has made considerable progress in terms of improving the business <br />
environment. <br />
<br />
The Programme of administrative elimination and simplification (Simplex) is central <br />
to the simplification and dematerialisation of countless formalities in the various <br />
stages of the life cycle of companies and has contributed to the administrative <br />
simplification of a wide range of business activities. <br />
<br />
Moreover, a vast range of initiatives aimed at boosting business investment have <br />
been implemented together with initiatives to foster entrepreneurship and <br />
management skills, to facilitate the access of SMEs to funding and also to facilitate <br />
the internationalisation processes. <br />
<br />
However, the objective set for increased competitiveness and the change in the <br />
competitive base of the Portuguese economy makes it necessary to create a more <br />
business‐friendly environment and this implies doubling the efforts already taken in <br />
areas that are in line with those identified at EU level. <br />
<br />
In this context, the investment support systems for companies, especially the SMEs, <br />
launched in the context of the <strong>reform</strong> made to the incentive system for companies <br />
and closely articulated with the NSRF as its funding mechanism (through the <br />
Competitiveness Factors OP and the Regional OP), constitutes the key framework of <br />
measures underway in the context of the PNR <strong>2008</strong>‐<strong>2010</strong>. <br />
<br />
The incentive systems resulting from this <strong>reform</strong> are strongly oriented towards <br />
innovation issues ‐ in particular, two of the transversal systems meanwhile <br />
regulated: the Incentive System for Innovation (IS Innovation) and the Incentive <br />
System for Technological Research and Development (IS TR&D). Specific reference <br />
will be made to these in the R&D and Innovation priority area (next area described). <br />
The incentive system for the Qualification and Internationalisation of the SME (IS <br />
Qualification of SME) should also be highlighted as it is vital to the promotion of <br />
companies’ competitiveness; this is more directly framed in this specific area due to <br />
the wide range of investment typologies it provides for and the fact that they are not <br />
restricted to innovation dimensions, even if this is understood in the broad sense. <br />
<br />
The future developments of the Simplex Programme as well as the measures to <br />
improve the legislative process, including the impact evaluation of each new <br />
legislation, notably for the SMEs, as described in point 1.2. and 1.3, is expressed in <br />
<br />
23
continuing the reduction of administrative burdens for companies and the creation <br />
of a more business friendly environment. <br />
<br />
The results achieved and the need to increase the internationalisation of the <br />
Portuguese economy as well as to attract investment have led to the intensification <br />
of the effort to create good conditions for companies, especially the SMEs, and <br />
provide them with an increasingly favourable environment both for exporting and <br />
from the perspective of expansion or making new investments. <br />
<br />
Therefore, the improved access to financing continues to be a priority, through the <br />
implementation of the INOFIN Programme – Facilitating access to financing for <br />
entrepreneurs and SME – which incorporates the FINICIA, FINCRESCE and FINTRANS <br />
<strong>programme</strong>s, as well as through other instruments in the scope of the NSRF, of <br />
which the newly formed Support Fund for Financing Innovation is an example <br />
(FINOVA ‐ Decree‐Law nr 175/<strong>2008</strong>, dated 26 August). FINOVA works as an <br />
autonomous fund and strengthens the financing instruments for companies, <br />
particularly the SME and projects with a higher level of innovation. <br />
<br />
The Support System for the Financing and Risk Sharing of Innovation (SAFPRI) is still <br />
being prepared; it will create or strengthen the financing instruments as does the <br />
Support System for Collective Actions (SIAC) that complements the incentive systems <br />
directly oriented towards companies and aims to boost their results with the <br />
creation or improvement of the surrounding conditions. <br />
<br />
The promotion of entrepreneurship, according to the intervention approach which <br />
has been followed (specified in the Micro vector in Part 3 of this Report) will <br />
continue to be a priority. <br />
<br />
The work to promote qualified entrepreneurship will continue to involve an <br />
intervention line that is based on the introduction of financing, notably through the <br />
FINICIA Programme, as the lever to new company start‐ups, with new more qualified <br />
entrepreneurs, generating a new standard of specialisation that is increasingly based <br />
on technology intensive services and products, creativity and knowledge that can <br />
respond to the growing demands of the international markets. One new line of <br />
intervention involves stimulating cultural entrepreneurship. 3 <br />
<br />
The recognition of the contribution of women to a more far reaching concept of <br />
competitiveness and innovation in the business fabric has also led to betting in <br />
qualified female entrepreneurship by means of aid conceded in the ambit of NSRF, <br />
through the Competitiveness Agenda (Competitiveness Factor Operational <br />
Programme). <br />
<br />
As for the Tourism sector, <strong>Portugal</strong> has excellent resources and tourist potential and <br />
much work has been done to develop this so that it has a growing weight in the <br />
Portuguese economy. In 2007, tourist consumption represented over 10.4% of GDP, <br />
<br />
3 For more information, see point 3.3 of this section of the report.<br />
<br />
24
contributing 22.7% to the increase registered in the previous year, exceeding the <br />
target set in the <strong>National</strong> Strategic Plan for Tourism. The indicators already available <br />
for <strong>2008</strong> again point to a positive evolution, despite the excellent results of 2007. In <br />
the first half of <strong>2008</strong>, the revenue from tourism exceeded 3,000 million euros which <br />
is an increase of roughly more than 180 million euros over the same period in the <br />
previous year and the total earnings of hotels for the same period has also recorded <br />
a rise of 5.2%. <br />
<br />
Nevertheless, the fiercely competitive environment in which Tourism moves means <br />
that companies and all those people in the value chain of the product are <br />
increasingly required to exceed the performance of their direct competitors in <br />
capturing the market share; they must know how to interpret, develop and innovate <br />
in producing the value that meets the demands of ever more knowledgeable, <br />
experienced and sophisticated consumers. In this context, knowledge and <br />
innovation, the upgrading of destinations and the dynamising of new centres of <br />
tourist attractions, together with the qualification of the human resources working <br />
in the activity, are essential components to compete successfully in the tourist <br />
market. <br />
<br />
It is important to stress that the large majority of measures included in this priority <br />
area – A favourable business environment, in particular for SME – and especially <br />
those referring to the access to financing, to the promotion of entrepreneurship and <br />
to the promotion of good practices and the support of internationalisation are <br />
embodied in the national SME policy, which includes measures from other priority <br />
areas due to its horizontal dimension, namely in the R&D and Innovation and <br />
Qualification Areas. <br />
<br />
<br />
Measures <br />
<br />
2.1 Boosting structuring investment <br />
<br />
• Support <strong>programme</strong> for the projects of Potential <strong>National</strong> Interest (PNI). This <br />
<strong>programme</strong> began in July 2005 and will be continued in the <strong>2008</strong>‐<strong>2010</strong> period <br />
and aims to accompany all the projects that obtain PNI status from the <br />
perspective of making the procedures more agile and the rapid resolution of <br />
contextual costs incurred. <br />
<br />
• Support <strong>programme</strong> for the projects of Potential <strong>National</strong> Interest with <br />
Strategic Importance (PNI+). This <strong>programme</strong> consists of a Recognition and <br />
Monitoring System for projects of Potential <strong>National</strong> Interest with Strategic <br />
Importance (PIN+); the classification mechanism for this <strong>programme</strong> is set <br />
out in DL 285/07, dated 17 August. Once this classification has been <br />
obtained, the Government pledges to assure the accelerated processing of <br />
the authorisation. By <strong>2010</strong>, all investment projects that obtain the PNI+ <br />
status will be monitored so that the overall decision making process will be as <br />
quick as possible. <br />
<br />
25
<br />
• Client/Supplier Programme. The <strong>programme</strong> aims to work in multinationals <br />
established in <strong>Portugal</strong> so as to improve the positioning of Portuguese <br />
companies as suppliers of raw materials, intermediate products, <br />
components, services or other solutions. The <strong>programme</strong> aims to cover 100 <br />
companies during this year, increasing to 150 in 2009 and 175 in <strong>2010</strong>. <br />
<br />
2.2. Internationalisation <br />
<br />
• Exporters Club Programme. The forming of an exporters’ Club is intended to <br />
provide conditions that strengthen the internationalisation process of <br />
companies. The goal is to have 50 companies in the <strong>programme</strong> in <strong>2008</strong>, 100 <br />
in 2009 and 150 in <strong>2010</strong>. <br />
<br />
• Building Business Skills Programme. This <strong>programme</strong> aims to boost activity <br />
in building business skills by providing a training <strong>programme</strong> on ways of <br />
approaching international markets in order to overcome the weaknesses of <br />
the SME in the areas of trade and international business management. It <br />
intends to hold 40 courses in <strong>2008</strong>, 42 in 2009 and 45 in <strong>2010</strong>. It is also <br />
expected that the number of companies involved in these initiatives will go <br />
up to 800 this year, 1050 in 2009 and 1350 in <strong>2010</strong>. <br />
<br />
• Market Place <strong>Portugal</strong>. This measure aims to create a technological Platform <br />
to publicise the Portuguese supply from SME with a view to giving them <br />
greater visibility and acting as an auxiliary instrument for conducting trade in <br />
international markets. It intends to cover 250 companies in <strong>2008</strong>, 400 in 2009 <br />
and 550 in <strong>2010</strong>. <br />
<br />
• InovVasco da Gama. The aim of this <strong>programme</strong> is to provide work <br />
placements abroad for young entrepreneurs and managers in Portuguese <br />
companies that have or wish to have an internationalisation strategy in their <br />
company or in the company where they work. It envisages offering 150 work <br />
placements a year. <br />
<br />
• Network of international resources. An International Network will be <br />
created and promoted that brings together Portuguese people from all over <br />
the world in order to contribute to a higher level of internationalisation of <br />
the Portuguese economy and to make <strong>Portugal</strong> better known. The aim of the <br />
Network is to have around 1000 users in <strong>2008</strong>, 1500 in 2009 and 2000 in <br />
<strong>2010</strong>. <br />
<br />
2.3. Access to financing <br />
<br />
• INOFIN Programme – To facilitate access to financing by entrepreneurs and <br />
SMEs. This Framework Programme encompasses the following <strong>programme</strong>s: <br />
<br />
<br />
26
<br />
<br />
<br />
<br />
<br />
o FINICIA Programme. This <strong>programme</strong> aims to make specialised <br />
financial instruments available for the support of company start‐ups, <br />
such as: Pre‐seed Capital solutions targeting the concept testing <br />
stages; Seed Capital solutions targeting knowledge based company <br />
start‐ups; Risk Capital and Mutual Guarantee solutions targeting the <br />
initial growth of start‐ups; thematic Micro Risk Capital and Micro <br />
credit targeting young, female and social entrepreneurship with <br />
regional emphasis associated to the new clustering processes. <br />
By <strong>2010</strong>, there are expected to be (i) 600 projects evaluated, (ii) 75% <br />
of evaluated projects approved, (iii) average of 2 work posts per <br />
project created, (iv) total investment total of €45m made (v) €20m in <br />
financing by credit (with the support of Mutual Guarantee) and by <br />
Risk Capital. <br />
o FINCRESCE Programme. This <strong>programme</strong> aims to provide solutions to <br />
optimise financing conditions for companies that pursue innovative <br />
growth strategies, through Risk Capital and Mutual Guarantee <br />
solutions with a view to the innovative and/or international growth of <br />
SME. <br />
It is foreseen that by <strong>2010</strong>, (i) 2500 SME will be recognised with the <br />
Leading SME status, (ii) an annual Leading SME Convention will be <br />
held, (iii) 1200 Leading SME will be involved in Benchmarking <br />
processes, (iv) implementation of 500 investment projects by Leading <br />
SME using Credit and Risk Capital instruments in the ambit of the <br />
specific financing conditions to be created. <br />
o FINTRANS Programme. The aim of this <strong>programme</strong> is to provide Risk <br />
Capital and Titleholder Credit solutions in order to support operations <br />
for the concentration of businesses, mergers and acquisitions and <br />
Management Buy Out (MBO) and Management Buy In (MBI). <br />
By <strong>2010</strong>, (i) involvement of 10 financial partners and specialised <br />
entities, (ii) 40 companies identified as in search of transfer solutions <br />
and (iii) 10 transfer operations conducted are foreseen. <br />
<br />
2.4. Promotion of Entrepreneurship <br />
<br />
• Entrepreneurship Programme and Economic Valorisation of Knowledge. <br />
This <strong>programme</strong>s aims to foster the entrepreneurial culture, boost the <br />
creation of new companies and the transfer of technology, consolidate and <br />
promote the international growth of start‐ups and includes actions (i) to <br />
promote the link between schools, universities and companies, (ii) to <br />
dynamise focal points within universities so as to identify research projects <br />
susceptible to entrepreneurial activity, (iii) to develop mechanisms for the <br />
management of technology that effectively relate research with the <br />
<br />
27
<br />
<br />
<br />
commercialisation of technologies, (iv) on management of intellectual <br />
property, (v) on the development of methodologies for the creation of EBT <br />
based on intellectual property and (vi) the identification of key areas based <br />
on the competences of R&D centres. <br />
• Supprt for female entrepreneurship. This measure encompasses an <br />
integrated support system for female entrepreneurship that contemplates <br />
training, consultancy for the preparation of business plans and a support <br />
award at the time of the start up. It also includes aid for business networks of <br />
activities managed by women. <br />
• Support for qualified female entrepreneurship. This support is expressed <br />
through a 10% mark‐up in the eligible expenses of projects applying for NSRF <br />
R&D incentives for female entrepreneurship projects and own budget <br />
allocation. <br />
• Support for cultural entrepreneurship. This measure includes the creation of <br />
a post graduation in management specifically targeting agents from the <br />
cultural and creative sectors with a view to qualifying their managers through <br />
training in business administration, as well as the conferring of awards for <br />
innovative and sustainable projects in the cultural area of recognised merit. <br />
<br />
Mention should also be made of specific aid for entrepreneurship aimed at <br />
promoting job creation as specified in point 5.2. <br />
<br />
<br />
2.5. Promotion of good practices/Recognition of Merit of SME <br />
<br />
• Competences Programme and stimulus for the SME to adopt growth <br />
strategies. This <strong>programme</strong> includes: (i) SME Academy – Qualifying top SME <br />
for innovative and international growth; (ii) Dissemination of competitive <br />
diagnostic solutions and the identification of good practices (benchmarking); <br />
(iii) Generalisation of the use of Scoring tools, notably of innovation <br />
(Innovation Scoring); (iv) Facilitating access to relevant information for the <br />
business of SMEs. <br />
<br />
By <strong>2010</strong>, the start of an SME Academy is planned which will act as the <br />
mediator between the knowledge development centres and the SMEs in the <br />
transfer of competences and the strengthening of distinctive capacities with <br />
the involvement of around 1000 companies working in Competence Analysis, <br />
Competitiveness Diagnostics and Innovation Scoring. <br />
<br />
• Recognition of Merit of SMEs – Mobilising by setting the example. This <br />
<strong>programme</strong> includes an articulated system of recognition of merit and <br />
business excellence: Leading SME, SME of Excellence, <strong>European</strong> Enterprise <br />
Awards. <br />
<br />
<br />
28
• “Eguality and Quality” award. This award is given to companies and entities <br />
with exemplary policies and practices of gender equality. <br />
<br />
• Support for the adoption of Equality Plans. This is a system of <br />
multidisciplinary support that includes consultancy services for the <br />
development of diagnostics, training, the implementation and evaluation of <br />
Equality Plans in the public and private business sector as well as in the <br />
Central and Local Public Administration. <br />
<br />
<br />
2.6. Boosting the Competitiveness of Tourism <br />
<br />
• Knowledge Platform for Destination Management. The aim of this measure is <br />
to develop an interface (knowledge, technical assistance and cooperation <br />
platforms) to support the implementation and management of tourist <br />
destinations and products, and to provide appropriate tools to monitor <br />
effectiveness indicators in critical dimensions of the viability and <br />
competitiveness of the business. This Platform is planned to be in operation <br />
by <strong>2010</strong>. <br />
<br />
• Dynamisation of Tourist development poles. This measure incorporates the <br />
definition of the development concept of new tourist poles, the respective <br />
infrastructure and private investment priorities and a model for the approach <br />
to markets. It also includes the forming of incentive systems applicable to <br />
public and private projects that put the planned concept into practice. It aims <br />
to launch the public and private investment projects necessary to the <br />
competitive development of new tourist poles, in terms of supply, in the <br />
priority markets. <br />
<br />
• Upgrading of consolidated Tourist Destinations. This measure aims to make a <br />
competitive evaluation of the consolidated destinations and define upgrading <br />
<strong>programme</strong>s given their competitive re‐positioning and on the basis of <br />
infrastructure and private investment priorities; it also includes a new model <br />
for the approach to the markets. It foresees the launch of the public and <br />
private initiative projects necessary for the competitive re‐positioning of the <br />
destinations, in terms of supply, in the priority markets. <br />
<br />
• Dematerialisation of processes for relations with companies. This measure <br />
aims to dematerialise the majority of the procedures involved in the licensing <br />
and investment support processes by the end of <strong>2010</strong>. <br />
<br />
<br />
2.7. <strong>National</strong> Strategic Plan for Fisheries. <br />
<br />
Implementation of the intervention policy for the 2007‐2013 period and which forms <br />
the national framework of the PESCA Operational Programme. <br />
<br />
<br />
29
<br />
• Sustained exploitation of resources, so as to maintain the capacity for the <br />
self‐regeneration of the ecosystems and promote biodiversity in order to <br />
guarantee the future of the fishing sector and the well being of the <br />
populations who depend on it. It therefore conciliates the preservation of <br />
resources and environmental quality with the biological and ecological <br />
constraints and with the economic and social needs, pledging in knowledge, <br />
training and scientific research as pillars of economic growth and job <br />
creation. <br />
• Valorisation and qualification of human resources, as pledge in continuous <br />
training, consolidation of the mechanisms supporting the entry of new <br />
professionals, increase of work‐linked training, boost of training support <br />
mechanisms based on technological platforms and IT tools and increase of <br />
dual certification. <br />
<br />
<br />
2.8. Dynamisation of the Market, Development of the Internal Market and <br />
Regulation (see response to future challenge) 4 <br />
<br />
<br />
• Implementation of Services Directive. By the end of 2009, the execution <br />
measures of the Services Directives will be fully implemented. The opening <br />
of a one stop shop with electronic procedures is foreseen as part of the <br />
transposition work of the Services Directive and the simplification of <br />
procedures for the access to and exercise of service activities; this will <br />
provide access at a distance and by electronic means to the authorisation <br />
procedures necessary to establish or render services in <strong>Portugal</strong>. <br />
<br />
The one stop shop will operate in the Company Portal (which has a one <br />
stop shop for starting up a company, the “Company online” project) and <br />
will be included in the current “Licence Catalogue”, which is an online <br />
catalogue that brings together licences, authorisations and administrative <br />
constraints and provides access to relevant information on each of these <br />
matters, namely applicable legislation, competent authority and contacts. <br />
With this one stop shop, where all the service activities covered by the <br />
Directive that are subject to an authorisation procedure are found (for the <br />
purposes of article 9 of the Directive), the service provider can start and <br />
accompany the authorisation procedure to establish or render services in <br />
<strong>Portugal</strong> and comply with all the necessary formalities from the request to <br />
the final authorisation associated to each activity using electronic means. <br />
Relevant information such as the applicable legislation, the flowchart of the <br />
authorisation procedure and all other aspects set out in article 7 of the <br />
Directive are also available. <br />
<br />
<br />
4 This objective includes measures developed in Areas 1 and 4.<br />
<br />
30
<br />
<br />
<br />
<br />
<br />
<br />
<br />
In addition to the electronic one stop shop, a presential one stop shop is <br />
also planned using a multi‐channel approach that enables a process that <br />
was initiated electronically to be handled presentially and vice versa. <br />
The on‐line Catalogue is linked to the Competent Authorities (CA), by <br />
electronic means, through a Public Administration Interoperability <br />
Platform. The competent authorities retain all their decision making powers <br />
to assess and concede authorisation; however, the Interoperability <br />
Platform allows communication between the different computer systems <br />
of each of the CAs. <br />
A pilot one stop shop project in the licence catalogue for three service <br />
activities – Measure 107 of the Simplex Programme <strong>2008</strong> ‐ is also planned <br />
for <strong>2008</strong>. <br />
Following the complete transposition of the Directive at EU level, the CAs <br />
will participate fully in the Administrative Cooperation foreseen in the <br />
Directive through the Internal Market Information System. <br />
The national rules in force in these areas will be applied until common <br />
solutions for the signing of electronic documents have been adopted at <br />
community level. <br />
• Implementation of the intellectual property Directive. The transposition of <br />
the directive on means of complying with intellectual property provides <br />
<strong>Portugal</strong> with extremely relevant legal instruments to combat the <br />
counterfeiting that takes place in society. The new law places <strong>Portugal</strong> on a <br />
par with the states that give closest attention to the effective protection of <br />
intellectual property, and provides a good environment to attract national <br />
and foreign investment in sectors linked to knowledge, information and <br />
creative industries. Obviously, the new law does not reject the production <br />
of new developments in this area, especially those obtained by agreements <br />
made between the companies and the representatives of the rights <br />
holders. In addition, there is expected to be an improvement in the work of <br />
the courts and the other services involved in the fight to protect IP as a <br />
result of the increase in the training given to agents. <br />
It is also considered useful to place an English translation of the Code on <br />
Copyrights and Related Rights on line and to make the complementary <br />
legislation to this available. <br />
<br />
• Conclusion of the transposition of community directives related to the <br />
Action Plan for the Financial Services ‐ The transposition of the money <br />
laundering and financing terrorism directives is underway <br />
• Gradual and controlled liberalisation of the postal services ‐ Transposition <br />
of the Directive <strong>2008</strong>/6/CE aiming at the total liberalisation of the postal <br />
<br />
31
<br />
<br />
<br />
services by 31/12/<strong>2010</strong> (including notably: definition of the date of the <br />
total liberalisation in <strong>Portugal</strong> and of the obligations of the universal service <br />
thereafter; evaluation of its net costs and financing system; status of the <br />
postal operator; access conditions to public postal network; protection of <br />
citizens’ and consumers’ interests). <br />
• Reformulation of the regulatory framework of the construction, that will <br />
involve: <br />
o Reformulation of Decree Law 12/2004, dated 9 January – Legal <br />
framework for the concession of building permits; <br />
o Reformulation of Decree Law 211/2004, dated 20 August – legal <br />
framework for real estate mediation activities; <br />
o Creation of the Legal Framework for the real estate promotion <br />
activities; <br />
o Regulation of activities to promote the administration and <br />
management of condominiums; <br />
o Creation of a legal framework for practice in the activity of real estate <br />
evaluator. <br />
o Contact with a more restricted set of entities so as to form and <br />
implement the Mediation and Arbitration Centre; the documentation <br />
for the deeds to form the Association that will create and manage the <br />
Mediation and Arbitration Centre are being prepared; the centre will <br />
later be decentralised with the opening of delegations. <br />
o The creation of real estate Identification Card (BII) <br />
o The regulation of electronic book of the construction work, as said in <br />
the Juridical Regime of Urbanization and Construction (Law 60/2007, <br />
December, 16), which integrates part of the information about the <br />
construction buildings that already are in FTH. <br />
• “Paying at the Right Time” Programme – a structural reduction is planned <br />
in the deadlines for payments to suppliers of public entities. This <br />
encompasses measures such as the monitoring and publicising of the <br />
average time it takes to pay suppliers; setting objectives for the payment <br />
deadlines to suppliers and the creation of incentives linked to the level of <br />
compliance with these objectives; the implementation of operational <br />
improvements intended to speed up payment to suppliers; the creation of <br />
mechanisms to substitute debt to suppliers with medium and long term <br />
financial loans in the specific case of autonomous regions and <br />
municipalities. <br />
<br />
• Continuation of the CITIUS – Injunctions. CITIUS – Injunctions is an <br />
instrument that permits the delivery, payment and processing of the <br />
injunction procedure entirely by electronic means and it has been in <br />
operation since 5 March <strong>2008</strong>. The injunction is a provision that allows the <br />
creditor of a debt to obtain an enforcement order quickly and simply <br />
without having to declare action in a court. It is essential to have an <br />
<br />
32
<br />
<br />
<br />
<br />
<br />
enforcement order in order to proceed with the legal recovery of the debt <br />
through the courts by means of an enforcement procedure that makes the <br />
respective seizure viable. 5 <br />
<br />
5 See results already obtained in Outcome part III of this report, micro level.<br />
<br />
33
<br />
|<br />
AREA 3 – MORE R&D AND A BETTER INNOVATION SYSTEM <br />
<br />
<br />
Context <br />
<br />
When the Portuguese Government assumed the speeding up of scientific and <br />
technological development as a priority, it launched a Pledge with Science for the <br />
future of <strong>Portugal</strong> in 2006 which specifically set out the targets that it wanted to <br />
reach and proposed concrete measures and instruments so that they could be <br />
achieved by <strong>2010</strong>. The national scientific and technological progress has been given a <br />
great impetus and there are results and experiences that reveal the large public <br />
investment made in this area (see Outcome of execution, part III). <br />
<br />
The guidelines proposed point to extended participation in this movement which is <br />
also one of the renewal and expansion of the social base of scientific and <br />
technological development in <strong>Portugal</strong>, through the direct involvement not only of <br />
science and technology based professions and public and private organisations but <br />
also of students and their families in general. Society’s growing appreciation of the <br />
scientific and technological culture must therefore be one of the central supports of <br />
these guidelines: <br />
• Pledging in Knowledge and in scientific and technical competence measured at <br />
the highest international level; <br />
• Pledging in human resources and in the Scientific and Technological Culture; <br />
• Pledging in public and private R&D institutions, in their reinforcement, <br />
responsibility, organisation and network infrastructure; <br />
• Pledging in Internationalisation, High Standards and in Evaluation; <br />
• Pledging in economic Valorisation of Research. <br />
<br />
The area of the Information Society also assumed concrete objectives for <strong>2010</strong> in <br />
the Connecting <strong>Portugal</strong> action <strong>programme</strong> launched in 2005; the results already <br />
achieved by this <strong>programme</strong> are equally encouraging (see report, part III). <strong>Portugal</strong> <br />
will continue its efforts to develop and mobilise the Information Society, <br />
implementing the Connecting <strong>Portugal</strong> Programme, and giving special priority in the <br />
2009‐<strong>2010</strong> period to R&D activities in the area of information and communication <br />
technologies and to the so‐called e‐Science instruments; this includes the highperformance network for research and education, digital scientific libraries, the open <br />
access information and scientific data stores and the Grid computing and super <br />
computing and the work platforms for distance research. <br />
<br />
<strong>Portugal</strong> thus increased its commitment and has concentrated it on achieving <br />
specific targets, aimed namely at: i) achieving 5.5 researchers (ETI) per thousand of <br />
the active population by <strong>2010</strong> (the figure stood at 3.8 in 2005 in <strong>Portugal</strong> and 5.5 in <br />
EU25); ii) boost public investment and Scientific Research, assuring at minimum, the <br />
double of the amount of R&D expenditures of 2003; and iii) give private investment <br />
in R&D a growing impetus, contributing to triple the R&D expenditures of 2003. The <br />
<br />
34
intention is also to continue to increase the number of PhDs a year from a total of <br />
1500 in 2007 to 1800 in <strong>2010</strong>, while the objectives are maintained for the growth of <br />
internationally referenced scientific production and the international registration of <br />
patents in the EPO and the USPTO. <br />
<br />
In the innovation area, mention should be made in particular of the work done to <br />
support collective efficiency dynamics aimed at strengthening the innovative <br />
dynamics of clustering, agglomeration and networking as well as the economic <br />
valorisation of knowledge generated by the Science and Technology System, that <br />
produces relevant knowledge to support strategic business options and public policy. <br />
<br />
We note the following main lines of action that contribute to achieving this objective <br />
in this context: <br />
<br />
• Dynamisation of projects around strategic projects or in relevant sectors of <br />
the economy – Development of initiatives that lead to the organisation of <br />
economic agents for the definition of agglomeration strategies (e.g. <br />
competitiveness poles, clusters, networks, strategic projects); <br />
• Monitoring of the economic aggregates and support for their collective <br />
efficiency strategies – monitoring of the constitution and implementation <br />
processes of the activity of economic aggregates and their governance <br />
models, as well as the development of action plans and collective efficiency <br />
projects presented by them; <br />
• Production of strategic support knowledge for business initiatives – <br />
Collection and treatment of information by the economic agents involved in <br />
collective efficiency processes; <br />
• Launch and monitoring of a strategic intelligence network in innovation – <br />
Conception and operationalisation of a strategic intelligence system <br />
associated to the emergence of economic aggregates. <br />
<br />
Equally, and particularly given the concern to foster innovation in the SMEs, priority <br />
is given to the introduction of the measures Value TR&D and Value Innovation <br />
which are exclusively targeting the SME and notably small companies. The <br />
philosophy of these measures is to encourage an approximation of these companies <br />
to the entities of the <strong>National</strong> Scientific and Technological System (NSTS), by funding <br />
the contracting of TT service (in technological areas or in management support <br />
areas, quality, environment, etc.) in these entities. They therefore aim to provide <br />
companies that are still resisting working with STS entities an easier means to do so <br />
through small innovation projects or TR&D in management or technological areas <br />
framed in the Incentive Systems of the NSRF, TR&D IS and Qualification and <br />
Internationalisation of SME. <br />
<br />
These measures are part of a vast range of investment typologies foreseen in the <br />
TR&D and the Qualification of SME IS, operating in the ambit of the NSRF. <br />
<br />
The inclusion of Culture in the New Cycle of the Lisbon Strategy is due to the <br />
recognition that culture can generate wealth and is an engine of growth, <br />
<br />
35
competitiveness, employment and innovation. In this area, besides the importance <br />
of cultural, geo‐strategically and economic value of Portuguese language, the <br />
intention is to stimulate the dynamic of the culture economy and bring to the market <br />
the cultural agents, demonstrating the interest and value of arts and creative and <br />
cultural industries. <br />
<br />
Through partnerships between Ministries, Counties and private entities, a broad <br />
approach is needed, following the life‐cycle and the value‐chain of the sector, since <br />
the roots of individual talent to their full establishment and consolidation of the <br />
social and economic value, in order to stimulate creative activities, qualification of <br />
cultural agents and competitiveness in creative and cultural industries. <br />
<br />
Culture in all its diversity can strengthen creativity and is a long‐lasting and <br />
sustainable resource. Companies that use culture as a “raw material” reduce the <br />
probability of relocation as this would lead to a loss of the framework which makes <br />
them competitive. Providing a favourable environment for the creation and <br />
development of SME in the cultural and creative sector and for the work of the <br />
creators and economic agents is a strategic objective that is embodied in a <br />
significant set of specific measures. <br />
<br />
In short, the approach taken by <strong>Portugal</strong> to the priority area of Research and <br />
Innovation is that of an integrated vision that gives value to the numerous processes <br />
and mechanisms that generate innovation and particularly value creation through <br />
the incorporation of creative knowledge in products and processes. <br />
<br />
<br />
Measures <br />
<br />
3.1. More R&D <br />
<br />
• Increase aid for contracting new PhDs for the national scientific and <br />
technological system, at least 500 more new contracts in <strong>2008</strong>‐<strong>2010</strong>; <br />
<br />
• Boost the allocation of Grants for Integration in Research (in recognised <br />
R&D centres) for students in the first years of higher education in order to <br />
motivate students to start scientific activity and develop a critical sense, <br />
creativity and autonomy by integrating them in R&D team projects; <br />
<br />
• Creation of new Thematic S&T networks aimed at the integration of <br />
capacities, advanced training, demonstration and dissemination and <br />
international cooperation, namely to support international partnerships <br />
formed for S&T and Higher education; <br />
<br />
• Creation of new R&D Consortia, including support mechanisms for the <br />
formation of Post Graduation Schools in <strong>Portugal</strong>, with a view to boosting <br />
post graduation activities in <strong>Portugal</strong> in an international context as support <br />
<br />
36
<br />
<br />
for <strong>reform</strong> underway in higher education in <strong>Portugal</strong> and the modernisation <br />
of the national scientific and technological system; <br />
<br />
• Launch of the Mobilising Programme of State Laboratories including the <br />
forming of R&D consortia and nuclei and networks aimed at modernising the <br />
national scientific and technological system; more specifically, the objective is <br />
to ensure the <strong>reform</strong> of the State Laboratories through close cooperation <br />
with Associated Laboratories, Higher Education institutions, their R&D <br />
institutes and centres, and other public and private entities, namely with <br />
companies; <br />
<br />
• Implementation of the Programme of Invited Full Professors for Research <br />
and to attract R&D groups to Portuguese institutions; this aims to attract top <br />
international researchers to <strong>Portugal</strong> and support the internationalisation <br />
efforts of Higher education and establish partnerships with other entities; <br />
<br />
• Starting up of the new Associated Laboratories and increase the working <br />
conditions of the Associated Laboratories; <br />
<br />
• Conclude the building of the International Iberian Nanotecnology <br />
Laboratory (INL) in Braga, following the international call for tenders already <br />
launched for the 1st phase, start of international recruitment of researchers <br />
and of scientific activities and extension of participation to other countries in <br />
the laboratory. <br />
<br />
• Reinforcement of the “Partnerships for the Future” <strong>programme</strong>, notably <br />
through the existing partnerships with the MIT (MIT‐<strong>Portugal</strong> Programme), <br />
Carnegie Mellon University (CMU‐<strong>Portugal</strong> Programme), University of Texas <br />
in Austin (UTAustin‐<strong>Portugal</strong> Programme), and Fraunhofer Gesellschaft, and <br />
including the launch of a new partnership with Harvard Medical School and <br />
the start of an international MBA Programme (Lisbon‐MBA) in the ambit of <br />
the collaboration with the Sloan School of Management of MIT. <br />
• Implementation of the protocol signed in April 2007 between the <br />
Portuguese State and the Fraunhofer Society, in the scope of new <br />
international partnerships, that laid down a framework for cooperation <br />
between the Fraunhofer institutes and the Portuguese institutions aimed at <br />
developing applications of RFID technologies and the concepts of “Internet of <br />
Things” in health and air transport logistics. <br />
• Increased intervention of the Living Science Agency for the promotion of the <br />
scientific and technological culture, including the launch of the Showing <br />
Science what is done in <strong>Portugal</strong> Initiative and broadening the Network of <br />
Living Science Centres; there are plans to build at least four more centres in <br />
<strong>2008</strong>‐<strong>2010</strong>; <br />
<br />
<br />
37
• Portuguese Presidency of the <strong>European</strong> initiative EUREKA from mid <strong>2008</strong> to <br />
mid 2009; <br />
<br />
• Revision of the Scientific Patronage Law. <br />
<br />
• Consolidation of the Network of Internet places for free public access to <br />
computers and broad band internet and the pursuit of Digital Inclusion <br />
policies through support <strong>programme</strong>s for participation from citizens with <br />
special needs in the information society. <br />
<br />
• Start up of the Community Networks, following the building projects <br />
underway in 4 zones where it is difficult for the market to introduce New <br />
Generation Networks (Vale do Minho, Vale do Lima, Terra Quente <br />
Transmontana, Evora District), and also the development of the use of fibre <br />
optic networks built in the ambit of the Digital Cities and Regions projects. <br />
<br />
• Creation of a new platform to make medical contents available and <br />
continued support for the setting up of a new Fraunhofer Institute in <br />
<strong>Portugal</strong> to develop application, services and contents for the promotion of <br />
digital inclusion. <br />
<br />
• Boosting vocational training in ICT, stimulating the expansion of <br />
Technological Specialisation Courses and organising national <strong>programme</strong>s of <br />
ICT Academies in higher education institutions in partnership with companies <br />
with internationally recognised certification recognition mechanisms. <br />
<br />
• Reinforcement of the Online Scientific Library (b‐On) integrated with the <br />
International Indexing System of scientific and technical Publications (Web of <br />
Knowledge) and the promotion of the availability of Open Access scientific <br />
information, namely publications, archives and scientific repositories. <br />
<br />
• Reinforcement of the <strong>National</strong> Infrastructure of Distributed Computing <br />
(GRID) namely through the <strong>National</strong> GRID Initiative, participation in the <br />
IBERGRID Network and international cooperation of CERN and other <br />
international partnerships in the scope of the <strong>European</strong> Union. <br />
<br />
• CIG/FCT Protocol, aimed at promoting Research in the Area of Social Gender <br />
Relations as a means of furthering multidisciplinary scientific knowledge in <br />
this field and enabling the definition of public policies and action strategies. <br />
<br />
<br />
3.2. Innovations <br />
<br />
• Collective Efficiency Strategies. Support for business dynamics that generate <br />
Collective Efficiency Strategies such as Competitiveness and Innovation Poles, <br />
Clusters and Strategic Intelligence Network in Innovations. <br />
<br />
<br />
38
<br />
<br />
<br />
<br />
<br />
By <strong>2010</strong>, the following are foreseen: (i) dynamisation of clustering <br />
movements around strategic projects or in relevant sectors for the economy <br />
– nr. of aggregates (clusters, poles or networks with dynamisation <br />
intervention): 12; (ii) monitoring of economic aggregates and support for <br />
their collective efficiency strategies – nr of aggregates/collective efficiency <br />
projects being monitored: 20; (iii) launch and management of a strategic <br />
intelligence network in innovation – implementation level of network – nr of <br />
network hubs 50‐70% of aggregates formed. <br />
• Value TR&D. Measure framed in the NSRF, in the ambit of the Incentive <br />
Systems for the Qualification of the SME, with a view to providing simple <br />
support for the acquisition of TR&D services by SME from STS entities in <br />
response to the company’s specific questions and needs; the aim is to <br />
increase their competitiveness through the improvement of products, <br />
processes or services (transfer of scientific and technological knowledge <br />
which is new to the company). <br />
• Value innovation. Measure framed in the NSRF, with a view to providing <br />
simple support for the acquisition of consultancy services and support for <br />
innovation by SME from duly qualified entities in response to the company’s <br />
specific needs; the aim is to increase their competitiveness through the <br />
improvement of products, processes or services (transfer of scientific and <br />
technological knowledge which is new to the company). <br />
• R&D and Innovation Agenda for Tourism, encompassing: <br />
• Stimulus to Research and Development in the field of Tourism. The <br />
aim of this measure is to prepare an R&D Priority Agenda for direct <br />
application in the tourist activity by identifying the main international <br />
trends of R&D opportunities/needs in Tourism and to reach a <br />
consensus on a priority agenda with the SCS and the more advanced <br />
sectors in the tourist activity; the aim is also to set up a Competence <br />
Centre in Tourism with a view to (i) stabilising relations between the <br />
SCS and all agents intervening in the Tourism value chain, (ii) <br />
dynamise and implement the R&D agenda for Tourism and (iii) <br />
develop international cooperation with emphasis on the Eureka <br />
Tourism initiative. The launch of 10 R&D projects in the Tourism field <br />
by the end of <strong>2010</strong> is planned. <br />
• Boosting Innovation in Tourism. This measure includes boosting (i) <br />
publicity and awareness campaigns among entrepreneurs and <br />
executives about the importance of innovation in Tourism (ii) <br />
activities stimulating qualified entrepreneurship in Universities and <br />
Higher Education Institutes and (iii) boosting regional opportunities <br />
grants for entrepreneurs and risk investors with a view to developing <br />
business innovation projects in the sector and also the creation of an <br />
Innovation in Tourism Award. In the 2009/<strong>2010</strong> period, 20 publicity <br />
<br />
39
<br />
<br />
<br />
<br />
actions are planned per year leading to the launch of 15 innovation <br />
projects in tourism by the end of <strong>2010</strong>. <br />
• Excellence of Tourism Training. The <strong>programme</strong> includes (i) the <br />
international certification of the training supply of Hotel and Tourism <br />
Schools which involves the certification of courses taught, the review <br />
of the study plans, the training and qualification of trainers and access <br />
to the international work <strong>programme</strong> for young trainees, (ii) the <br />
upgrading of the training supply of Hotel and Tourism Schools and <br />
adjustment of the respective study plans, and also (iii) the broadening <br />
and resizing of the network of Hotel and Tourism Schools as centres <br />
that generate knowledge and good practices for the sector, the <br />
territorial monitoring and development of the tourist activity and of <br />
its new poles of tourist development. <br />
The progressive and phased implementation of certification is <br />
foreseen in all Hotel and Tourism Schools (currently 16), with the <br />
initial implementation in the schools in the Algarve region planned for <br />
the <strong>2008</strong>/2009 academic year; (ii) increase in the training of <br />
Technological Specialisation Courses in the Hotel, Restaurant and <br />
Tourism area targeting middle and senior managers and which bring <br />
together theoretical and practical training components with the <br />
content and practice of the profession (application schools); (iii) <br />
balanced coverage of the training supply in areas of tourist interest, <br />
rising by more than 1000 students in relation to installed capacity – <br />
opening of new installations in the Lisbon, Porto and Santa Maria da <br />
Feira schools in 2009, and opening of new installations in the Setúbal <br />
and Portimão schools in <strong>2010</strong>. <br />
Creation of the Hospitality Management Institute and the Centre for <br />
Research and Advanced Training in Tourism. The aim of this measure <br />
is to provide post graduate training for executives and boost research <br />
in strategic matters related with the business and/or professional <br />
activity of tourism. The Hospitality Management Institute was <br />
formally set up in August <strong>2008</strong>; the first post graduate training courses <br />
of the Centre for Research and Advanced Training are planned for the <br />
<strong>2008</strong>/2009 academic year. <br />
• Health Cluster: The main objectives of structuring and developing the <br />
national cluster of the pharmaceutical industry and health products are: to <br />
increase the participation of national companies in the market through new <br />
products, processes or services; to have the companies benefit from <br />
opportunities to conduct innovation projects – the architecture and aim of <br />
these projects can be achieved in different ways, namely through partnership <br />
with other national or foreign companies and research centres – and to <br />
increase highly qualified scientific and technological employment; that these <br />
products will be innovative so as to ensure the broadening and deepening of <br />
<br />
40
<br />
<br />
<br />
<br />
<br />
<br />
the technological base and increase the competitiveness in national and <br />
international markets of the companies that produce them. <br />
• Creation of <strong>National</strong> Rural Network. The creation of an integrated <strong>National</strong> <br />
Rural Network by agents working in Rural Development is a regulatory <br />
requirement; it aims to facilitate the share and transparency of experience <br />
and knowledge on matters related to the objectives and practices of Rural <br />
Development so as to increase the effectiveness and efficiency of policies. In <br />
<strong>2008</strong>, the support <strong>programme</strong> for the national Rural Network to be financed <br />
by EFARD was presented to the <strong>European</strong> Commission and is awaiting a <br />
decision. <br />
The technical and scientific intervention areas of the support Programme for <br />
the <strong>National</strong> Rural Network relevant to Rural Development foresee the <br />
participation of public and private entities in the access to experimental <br />
knowledge (good practices, successful cases). The thematic areas to be <br />
developed will result both from the obligations to the <strong>European</strong> Commission <br />
and from the proposals presented by the members of the Network; they <br />
should be relevant to meeting the needs already identified in the support <br />
diagnosis for the Rural Development strategy. The thematic areas to be <br />
developed will include themes related to the sustainable development of <br />
agricultural and forestry activities of the territories. <br />
<br />
The development of the <strong>National</strong> Rural Network contributes to attracting <br />
Rural Development agents to introduce new procedures or practices into <br />
their work that have proved more appropriate to the objectives in compatible <br />
situations. <br />
The <strong>National</strong> Rural Network for Rural Development is articulated with the <br />
other <strong>National</strong> Networks of the Member States and with the <strong>European</strong> Rural <br />
Network, thus creating a broad field of access that encourages cooperation <br />
among Rural Development agents at community level. <br />
By facilitating equal access for Rural Development agents in all regions of the <br />
country to a universe of knowledge and the opportunity to share, the <br />
<strong>National</strong> Rural Network contributes to improving territorial cohesion. <br />
• Dynamisation of the Living Labs. In the context of the <strong>European</strong> Living Labs <br />
Network developed since 2006 and with a view to responding to the need to <br />
re‐balance innovation support policies that act from the supply side with <br />
policies that act from the demand side. <br />
<br />
<br />
<strong>Portugal</strong> now has 6 Living Labs and it is hoped that more will be able <br />
to enter the <strong>European</strong> Network in November. The launch of the national <br />
network of Living Labs ‐ LL‐<strong>Portugal</strong> – is also being prepared with the aim of <br />
<br />
41
disseminating the practice of open innovation and consolidating <br />
methodologies of innovation management. <br />
<br />
The Living Labs aims to contribute to turning the innovation process <br />
towards demand and the concrete needs of users that can only be revealed <br />
in an environment of co‐creation and experimentation. <br />
<br />
<br />
3.3. Creativity and the Portuguese Language and Culture <br />
<br />
• Creative and Cultural Industries Fund, with the priorities in the creation of a <br />
market instrument, towards the investment in these industries and in their <br />
support structures. This <strong>programme</strong> involves the market diagnosis <br />
(macroeconomic studies and cultural sector statistics, in order to better <br />
understand de business model and value creation process); stimulate talent <br />
since early years, promoting the access to cultural equipments and contents <br />
to young children; convert talent in jobs (INOV‐ART: paid trainees abroad in <br />
cultural institutions); create talent networks (namely through the creation of <br />
a electronic platform linking industry and public institucions); stimulate the <br />
creation of clusters and the protection and encouragement of intellectual <br />
property rights. <br />
<br />
• International Promotion Programme of the Portuguese language and <br />
culture, as a CPLP Language, valorsing the strategic meaning of this vector of <br />
Portuguese foreign policy, notably by: broadening the supply of presential <br />
language learning in strategic geographic areas and also distance language <br />
learning by offering Portuguese courses for foreigners and contents intended <br />
for advanced learners of the Portuguese language; increasing the training <br />
supply for teachers of Portuguese; boosting the presence of the Portuguese <br />
Language in the numerous organisms where Portuguese is the official <br />
working language by the supply of training in translation/interpreting; the <br />
development of research into Portuguese and the different areas of <br />
Portuguese history, society sand culture and making material available in <br />
internet for training in the Portuguese language and culture and cultures of <br />
the remaining members of the CPLP, notably research materials and <br />
materials to attract new publics and assuming that higher education <br />
institutions serve as cultural stages, both as strategy to attract new university <br />
publics and with the purpose of the constant repositioning of <strong>Portugal</strong>’s <br />
image of the 21 st century. <br />
<br />
• Study on the Economic Value of the Portuguese language with a view to <br />
determining the direct economic value of the Portuguese language (current <br />
and potential) in the contemporary context of globalisation, notably in <br />
economic and business activities in the areas of teaching, culture and <br />
communication that involve the use of Portuguese. <br />
<br />
<br />
42
<br />
<br />
<br />
<br />
<br />
• Lingu@e Portal – Forum on Multilingualism, in partnership with the <br />
<strong>European</strong> Parliament/Cabinet in <strong>Portugal</strong> and the Luso‐American Foundation; <br />
discussion panels address the following themes: Language and Politics; <br />
Language and the Economy; Language and Culture; Language and Education. <br />
• PORTUGEST Programme: based on the post‐graduation in Management and <br />
Entrepreneurship for cultural agents, the aim is to valorise human capital and <br />
boost creative industries; the project consists of real‐time or recorded <br />
broadcast of course modules at the study centres of the PLP who wish to be <br />
associated. This involves the creation of a technical and computer platform to <br />
dynamise distance training (including simultaneous translation into <br />
Portuguese of the seminars led by invited professors) and the development <br />
of appropriate means/support and equipment for training; agreements with <br />
companies in the IT sector (Microsoft); creation of a multidisciplinary team to <br />
develop the project; establish network of agents and institutions from the <br />
various countries to be involved. <br />
<br />
• Programme for the Promotion of mobility of artists/ creators and national <br />
heritage, stimulating the association between creators and companies and <br />
fostering the mobility of creators and authors, notably with the aim of <br />
promoting the internationalisation of Portuguese artists/creators and the <br />
dissemination of Portuguese historic and contemporary artistic heritage. <br />
• Digitalisation Programme: development of online digitalisation service using <br />
information indicated in the catalogue of the <strong>National</strong> Library for the <br />
digitalisation of specific items from its collections (material already in the <br />
public domain). From the client standpoint, this is a debureaucratised and <br />
dematerialised process that raises the international visibility and accessibility <br />
of patrimonial assets; <br />
There are plans for a project which will form an online service with <br />
information in addition to the traditional biographical reference e.g. adding <br />
pictures of the cover and abstracts of the books, with automatised services of <br />
personalised notification per profile – based on the kind of audience e.g. <br />
books from children’s literature, in the typology of the documents e.g. <br />
reviews and/or broad themes, providing links to websites/services related to <br />
the editions. <br />
• INOVART Programme. Support for the training of youths with specific <br />
qualifications in the areas of art and culture by means of professional work <br />
placements with referenced entities in the international context of the art <br />
and culture sector. <br />
• Investment Fund for Cinema and Audiovisuals (FICA). Operating since 2007 <br />
and is yet another source of funding for cinematographic and audiovisual <br />
production in <strong>Portugal</strong>; among its various objectives, we highlight the <br />
contribution to the integrated development of the audiovisual sector, giving <br />
<br />
43
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
preference to interventions oriented towards raising the sustainability of <br />
cinematographic and audiovisual activities, boosting the creative and <br />
competitive capacity of small and medium enterprises (SME) and increasing <br />
the penetration of works produced or co‐produced by these SMEs into <br />
international markets, thereby increasing the added value of the sector and <br />
the business opportunities. <br />
• INSerralves – Incubator of Creative Industries: project aiming to fund <br />
activities of a group of companies (76 companies presented projects of which <br />
8 were approved) and to evaluate the impact of these creative industries in <br />
the economy of the region. <br />
• Knowledge network in the scope of cultural tourism: project aiming to <br />
create a technological platform for the dissemination of knowledge using the <br />
<strong>European</strong> Network of Village Tourism as the base. The Network involves an <br />
international public‐private partnership (<strong>Portugal</strong>, Italy, Romania, Poland, <br />
Finland, Belgium, Greece and Slovenia) and develops the concept of the <br />
tourism of the imaginary. The Network searches for the authenticity brands <br />
of each community through stories, legends, myths, traditions and ancestral <br />
knowledge. <br />
• Training Centro of excellence in Cultural Management; Executive MBA`s for <br />
agents of the cultural and creative sector; <br />
• Stimulus to the tertiarisation of the industrial facilities in decline, in <br />
particular in regions with tourist potential, with the supply of various services <br />
including cultural and leisure service and fostering cultural entrepreneurship; <br />
• Measures to stimulate reading activities, towards citizens with special needs <br />
or in situation of social exclusion (prisons, hospitals, NGO, rehabilitation <br />
centres, etc.) <br />
• Legal archive to accede to bibliographic, phonographic and images <br />
collections, regarding the author rights and similar rights. With the legal <br />
diploma and the specific regulation, implementation procedures will be <br />
developed, in order to speed up the process of legal archives, taking into <br />
account the balance between costs and revenues, the necessity of a new <br />
relation between State, public and private interests, the necessity of a regular <br />
investment in the preservation of the material and the changes of <br />
technological evolution. <br />
<br />
44
|<br />
AREA 4 – COMBATING CLIMATE CHANGE, PLEDGING IN RENEWABLE <br />
ENERGIES AND ENERGY EFFICIENCY <br />
<br />
<br />
Context <br />
<br />
The Government has launched an important set of measures aimed at reducing <br />
energy consumption and in particular in buildings, in industry and in transport. <br />
<br />
The <strong>National</strong> Action Plan for Energy Efficiency (PNAEE), known as “Efficiency <br />
<strong>Portugal</strong> 2015” was approved in <strong>2008</strong>; this involves a set of measures with the target <br />
of an improvement in Energy Efficiency by 2015, the equivalent of 10% of final <br />
energy consumption, in relation to the efficiency in the final use of energy and to <br />
energy services. <br />
<br />
The Plan is oriented to managing the demand for energy, working in articulation <br />
with the <strong>National</strong> Programme for Climate Change (PNAC) and the <strong>National</strong> Plan for <br />
the Allocation of Emissions Licences (PNALE). <br />
<br />
The Government approved a far reaching set of measures to limit the carbon <br />
intensity of the energy mix, and with a significant contribution to the diversification <br />
of the energy supply by promoting renewable energies and Energy Efficiency. <br />
<br />
<strong>Portugal</strong> has pledged in particular, in the development of wind and water energies, <br />
in biomass, biofuels and solar thermal energy. <br />
<br />
Reinforcing the measures already established in the framework of the promotion of <br />
renewable energy sources (FER) in 2007 the Government defined new commitments <br />
for <strong>2010</strong>: <br />
• 45% of all electricity consumed is to have a renewable base; <br />
• the biofuels used in transport should reach 10% of the consumption of road <br />
transport fuel; <br />
• 5 to 10% of coal used in electric power plants will be substituted by biomass <br />
or waste. <br />
<br />
Hence, new goals were set for the various sources of renewable energy: <br />
• Wind Energy: raise the installed capacity by 1950 MW by 2012, making up to <br />
a total of 5100 MW (of which 600 MW will be due to equipment upgrading), <br />
create a technological cluster and the investment associated to wind energy; <br />
• Water Energy: Anticipation of the increase of power in the existing <br />
hydroelectric infrastructures so as to reach an installed capacity of 5575 MW <br />
in <strong>2010</strong>, namely 575 MW more than previously foreseen, and use 70% of the <br />
national hydric potential; <br />
• Biomass: Allocation of an additional 100 MW in installed capacity by <strong>2010</strong>, to <br />
a total of 250 MW, promoting articulation with forestry resources and <br />
policies to fight the risk of fire; <br />
<br />
45
• Solar: Construction of the biggest photovoltaic power station in the world – <br />
Moura power station and link with the micro‐generation and solar heated <br />
water policies and targets; <br />
• Biogas: 100 MW target for installed capacity in anaerobic waste treatment <br />
units; <br />
• Micro‐generation: Promote the installation of 50,000 systems by <strong>2010</strong>, with <br />
incentives for the installation of Solar Heated Water in buildings. <br />
• Biofuels: Reach the target of biofuels being 10% of road transport fuel in <br />
<strong>2010</strong>. <br />
<br />
<br />
Measures <br />
<br />
4.1. Energy Efficiency <br />
(PNAEE), known as: <br />
• Implementation of the “Efficiency <strong>Portugal</strong> 2015” ‐ <strong>National</strong> Action Plan for <br />
Energy Efficiency (PNAEE). <strong>National</strong> Action Plan for Energy Efficiency aims to <br />
achieve an improvement in energy efficiency by 2015 equivalent to 10% of <br />
the final energy consumption, in relation to the efficiency of the final energy <br />
use and energy services (see Outcome Part III). <br />
<br />
The Plan complements a set of new Energy Efficiency measures that are <br />
already being implemented such as: <br />
• Reform of car tax, to internalise environmental, social infrastructure <br />
costs. Measures taken in the SB 2009 that aims to reduce the negative <br />
impact of the <strong>reform</strong> on the tax revenue and give continuity to the <br />
progressive reduction in the carbon dioxide emissions. <br />
• Creation of a tax on inefficient light bulbs, <br />
• “renewables on demand”, <br />
• Energy certification of buildings <br />
<br />
And introduces new measures of which we highlight: <br />
<br />
• The launch of a reference award for the best practices in the area of <br />
Energy Efficiency; <br />
• A 2.5% bonus/reduction on electricity tariff for consumers with less <br />
energy consumption and an incentive tariff for the least efficient; <br />
• The awarding of an “Efficiency Cheque” for 2 years worth 10% or 20% of <br />
annual electricity expenses for consumers making a reduction of 10% or 20%, <br />
respectively, for investments in Energy Efficiency; <br />
• The creation of a subsidised line of credit with €250m/year for <br />
investments in energy efficiency measures, with a strong emphasis on urban <br />
rehabilitation; <br />
• The launch of a <strong>programme</strong> for the renewal of large electric household <br />
equipment e.g. €100 incentive for the substitution of an old refrigerator with <br />
a new class A++ one); <br />
<br />
46
<br />
• The creation of an accelerated amortisation scheme for investments in <br />
energy efficiency at industry and services level; <br />
• The creation of energy Rationalisation Agreements with the industry; <br />
• The energy certification of all State buildings and the launch of an <br />
extensive <strong>programme</strong> for the optimisation of public lighting; <br />
• The creation of a fleet of “green taxis” with reduced emission levels; <br />
• The development of an innovative traffic management platform for <br />
Lisbon and Porto using national technology. <br />
• Implementation of the Management System of Intensive Energy <br />
Consumption. With the implementation of the Management System of <br />
Intensive Energy Consumption – which institutes the conducting of energy <br />
audits that are mandatory for installations with an energy consumption equal <br />
to or more than 1000 tep/year, every six years, and for installations with <br />
energy consumption equal to or over 500 tep/year but less than 1000 <br />
tep/year every eight years – the operators will be obliged to draw up Energy <br />
Consumption Rationalisation Plans (PREn), setting a target for energy and <br />
carbon intensity and for specific energy consumption which, once approved, <br />
will be named Energy Consumption Rationalisation Agreements (ARCE). <br />
<br />
• Publicity campaigns about the management System of Intensive Energy <br />
Consumption in building and real estate companies and associations and <br />
municipalities. <br />
<br />
4.2. Alternative energies <br />
<br />
• Taking advantage of wind energy and other renewable energies. The <br />
<strong>programme</strong> aims to raise the installed capacity of wind energy conversion to <br />
5100 MW; intensify the use of hydric potential still to be exploited and other <br />
renewable energies – biomass, biogas, waves, water and photovoltaic. Take <br />
measures leading to clear and rapid administrative mechanisms for licensing. <br />
<br />
The expected results/impacts up to <strong>2010</strong> are as follows: <br />
• Wind Energy: creation of an industrial cluster with a total investment <br />
of €1750m, creation of roughly 1700 work posts and the setting up of <br />
a fund of €35m for innovation in the area of renewable energies; <br />
• Forestry Biomass: an estimated investment of around €225m and the <br />
creation of roughly 700 work posts; <br />
• Biofuels: creation of industrial unit with an estimated investment of <br />
€100m; <br />
• Water: Authorised Reception Points for 922 MW of new large <br />
Hydroelectric Power Stations with an estimated investment of more <br />
than €1000m; <br />
• Wave Energy: creation of a pilot zone with potential exploration of up <br />
to 250 MW for the technological development of new technologies <br />
pilot projects and the drawing up of legislation regulating the <br />
respective authorisations (licences and concessions); <br />
<br />
47
• Photovoltaic: Moura Power Station with a forecast production of 56 <br />
GWh/year, the setting up of a photovoltaic module factory and a <br />
research laboratory. Serpa Power Station with a forecast production <br />
of over 18 GWh/year; <br />
• Micro‐generation: Simplifying the legal licensing system, substituting <br />
the existing one with a registration system subject to an inspection of <br />
technical conformity. System for the Registration of Micro‐production <br />
set up (SRM). <br />
<br />
<br />
4.3. Conversion of the national refinery sector <br />
<br />
• Porto Refinery: Grant the refinery with a new conversion unit for <br />
heavy crude oil through the associations of thermal cracking units and <br />
hydrocracking to obtain diesel with a high environmental quality. The <br />
aim is to build two new main units and three auxiliary units in the <br />
Porto Refinery by the end of <strong>2010</strong>; reconfigure three existing units <br />
and one new storage unit. <br />
<br />
• Sines Refinery: Increase the diesel production capacity, by conversion <br />
from vacuum heavy diesel and from visbreaking heavy diesel <br />
readjusting the production profile to the market needs. Four main <br />
units and three auxiliary units will be built at the Sines Refinery, three <br />
existing units reconfigured and a new unit for making sulphur pellets <br />
and a new storage unit will be built. <br />
<br />
<br />
4.4. Waste Treatment <br />
<br />
• Construction of Units for the Organic Valorisation of Urban Solid Waste. In <br />
the ambit of the strategy for diverting biodegradable waste from landfills <br />
incorporated in the PERSU II (2007‐2016), from the perspective of complying <br />
with community targets consigned in the Landfill Directive, the units for the <br />
organic valorisation existing in <strong>Portugal</strong> are expected to increase <br />
substantially. <br />
<br />
• Hospital Waste Treatment. Construction and exploration of an Integrated <br />
Centre of Energy Valorisation, Recycling and Treatment of Hospital, Industry <br />
and Animal Waste based on the international best practices of waste <br />
treatment with a view to minimising the environmental impact and <br />
maximising energy efficiency and generating carbon credits. Launch Oct <br />
<strong>2008</strong> <br />
<br />
• Construction of units for the energy valorisation of sludge from ETAR and <br />
CDR. With a view to resolving the problem of the final destination of sludge <br />
and of waste from the various Multi‐municipal Systems, two Stations for the <br />
Energy valorisation of sludge and fuel derived from waste (in Estarreja) and <br />
<br />
48
with EDP (in Barreiro), a project promoted by Águas de <strong>Portugal</strong>, SGPS, <br />
jointly representing a maximum installed capacity of 58.8 MW of electrical <br />
energy. <br />
<br />
4.5. Reducing the Emission of Green House Gases <br />
<br />
• Continuation of the Implementation of the <strong>National</strong> Programme for Climate <br />
Change (PNAC) and the <strong>National</strong> Plan for the Allocation of Emissions Licences <br />
(PNALE). <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
49
<br />
<br />
<br />
|<br />
AREA 5 – MORE POSITIVE MOBILITY THROUGH QUALIFICATIONS, <br />
EMPLOYMENT AND SOCIAL COHESION <br />
<br />
<br />
The employment system in <strong>Portugal</strong> has been facing a number of challenges with a <br />
combination of different conjunctural dimensions linked to the international <br />
situation and the evolution of the economy and national labour market, as well as <br />
more structural aspects that have made it difficult to find a sustainable solution to <br />
the situation of the last few years. <br />
<br />
If <strong>Portugal</strong> is to confront this dual challenge, it must not only continue to pledge in <br />
the structural <strong>reform</strong>s it has been making but also face up to conjunctural questions <br />
proactively and dynamically. As such, the priorities most directly related with this <br />
PNR component, and which allow an appropriate response to be made to this <br />
situation, are concentrated around the pledge in the investment in education and <br />
training and in the improvement of the qualifications of the Portuguese <br />
population; in the promotion of job creation and the prevention and combating of <br />
unemployment and the modernisation of the social protection systems; and also, <br />
in the fostering of the balance between flexibility and security in the labour market <br />
(See <strong>National</strong> Employment Plan). <br />
<br />
Fostering this balance between flexibility and security in the labour market, for <br />
both companies and workers, which is part of the process of modernising the labour <br />
market, is clearly visible in the series of <strong>reform</strong>s set into motion by the Government <br />
in recent years in articulation with the social partners. The overriding objectives <br />
obviously involve creating more and better jobs with more social cohesion. <br />
<br />
In this area, considering the abovementioned objectives and based on the <br />
integrating components of the flexicurity strategy that has been developed in <br />
<strong>Portugal</strong>, we stress: the <strong>reform</strong> of social security (2006), following the Agreement <br />
with the social partners; the launch of the New Opportunities Initiative and the <br />
Reform of Vocational Training (the latter, also following the Accord with the social <br />
partners), as part of the LLL strategy (2005 and 2007, respectively); and the revision <br />
of the labour legislation and employment policies (<strong>2008</strong>/2009). The legislative <br />
proposal, which approves the revision of the Code of Labour, aims to create a new <br />
compromise between labour rights and duties based on a more effective normative <br />
framework and the development of the social partners’ role in socio‐economic <br />
regulation and it reflects the measures found in the Agreement obtained with the <br />
social partners in the Social Dialogue. This has been given majority approval in <br />
Parliament and should enter into force at the start of 2009. Mention should also be <br />
made here of the measures linked to the social protection of the most <br />
disadvantaged. <br />
<br />
<br />
50
<br />
The instruments and measures considered here are in tune with the previsions in the <br />
ambit of the NSRF, notably in the POPH, for the 2007‐2013 period and will be <br />
strengthened by a healthy macro‐economic climate and by micro‐economic <br />
dynamics, notably by the business dynamics. <br />
<br />
The equal opportunities policies, namely between men and women, assumes a <br />
transversal dimension in all the measures. However, it is important to recall the <br />
continued execution of the measures set out in the <strong>National</strong> Plan for Equality, <br />
Citizenship and Gender (2007‐<strong>2010</strong>), the Plan for Domestic Violence (2007‐<strong>2010</strong>) and <br />
the <strong>National</strong> Plan against People Trafficking (2007‐<strong>2010</strong>) 6 . <br />
<br />
Concomitantly, in the more general area of equality for all, we highlight the Plan for <br />
Immigrant Integration (2007‐2009) 7 and the Plan for the Integration of the Disabled <br />
or Impaired (2007‐2009) 8 . All these plans include a set of measures and targets that, <br />
due to their importance, will contribute to the execution of the measures included in <br />
the PNR. <br />
<br />
<br />
<br />
5.1. INVESTING IN EDUCATION AND TRAINING AND IMPROVING THE <br />
QUALIFICATIONS OF THE PORTUGUESE POPULATION <br />
<br />
<br />
Context <br />
<br />
Overcoming the structural deficit in the qualifications of the Portuguese population <br />
and making secondary level education the minimum qualification referential for all <br />
will continue to be the Government’s main pledge in this dimension. <br />
<br />
The valorisation of public schools, through the implementation of a vast set of <br />
measures, has been expressed in the greater number of students and improved <br />
school results and, consequently, in the drop in the failure rate at all levels of <br />
schooling and in particular in the 1st cycle of basic education and in secondary <br />
school. Indeed there has been a marked evolution in the drop out rate and the rate <br />
of students not passing to the next grade both in basic and secondary education with <br />
rates falling to the lowest levels for the last 12 years. These results indicate the need <br />
to pursue and consolidate the qualification measures of the public education and <br />
training service that have been adopted in priority intervention areas. <br />
<br />
Higher education in <strong>Portugal</strong> has also been undergoing a deep seated <strong>reform</strong> that <br />
comes within the current <strong>European</strong> movement of modernising universities and <br />
polytechnics for the development of knowledge societies and economies. The <br />
<br />
6 http://www.cig.gov.pt/<br />
7 http://www.acidi.gov.pt/modules.phpname=Content&pa=showpage&pid=1016<br />
8 http://www.inr.pt/content/1/26/paipdi<br />
<br />
51
ealisation of this <strong>reform</strong> process was widely recognised in the analysis presented by <br />
the OECD in April <strong>2008</strong>, in the study “Higher education in the Knowledge Society” – <br />
comparative analysis on policies of “Tertiary Education” that involved 24 countries. It <br />
is noteworthy that in the 2006‐2007 school year the downward trend of new <br />
students in higher education was inverted and this trend was again confirmed in <br />
2007‐<strong>2008</strong>. As a result, in 2007, the number of students attending higher education <br />
in <strong>Portugal</strong> rose for the first time since 2002. This effort will be continued in <strong>2008</strong>‐<br />
<strong>2010</strong>, with the aim of consolidating and furthering the results obtained at the same <br />
time as taking care to adjust the responses so that they are more in line with the <br />
needs of the labour market. <br />
<br />
At the same time, attention is also focused on promoting scientific knowledge, on <br />
the innovation and modernisation of the productive fabric, in line with the priority to <br />
transform the Portuguese production model by boosting activities of greater added <br />
value (see also the micro component)). To this end, the pledge in the promotion of <br />
LLL continues, namely centred on the boost in the New Opportunities Initiative and <br />
the Reform of Vocational Training. <br />
<br />
The Reform of Vocational Training, approved by the RCM nr. 173/2007, dated 7/11, <br />
following the signing of the Agreement for the Reform of Vocational Training, <br />
foresees the enlargement of access and assures that all training provides school and <br />
professional progression and increases the relevance for business modernisation by <br />
placing qualification at the centre of the development options. This demands action <br />
in five fundamental lines: (1) structuring a relevant and certified supply; (2) <br />
<strong>reform</strong>ing the institutions and the regulation of training; (3) defining appropriate <br />
financing priorities and models; (4) promoting quality training; and (5) facilitating <br />
access and furthering the demand for training. Decree Law nr. 396/2007, dated 31 <br />
December, was published in the ambit of the <strong>reform</strong> setting out the legal regime of <br />
the <strong>National</strong> Qualification System (NQS). <br />
<br />
The NQS assumes the objectives already confirmed in the New Opportunities <br />
Initiative and promotes the necessary instruments for its effective implementation in <br />
articulation with financial instruments, notably NSRF. This System adopts the <br />
principles set out in the agreement signed with the social partners and restructures <br />
vocational training inserted in the education system and inserted in the labour <br />
market, integrating them with common objectives and instruments and under a <br />
renewed institutional framework. <br />
<br />
The strategy involves assuring the relevance of training and learning for personal <br />
development and for the modernisation of companies and the economy, whilst also <br />
assuring that all the national effort in training is in fact valorised for the purposes of <br />
the school and professional progression of citizens, both directly via the dual <br />
certification training found in the <strong>National</strong> Qualification Catalogue, and indirectly <br />
via the New Opportunities centres and the process for the recognition, validations <br />
and certification of competences. <br />
<br />
<br />
52
Of the measures underway and being developed in the <strong>2008</strong>‐<strong>2010</strong>, in tune with <br />
those <strong>programme</strong>d in the Operational Programmes, we highlight: <br />
<br />
<br />
Measures: <br />
<br />
5.1.1. New Opportunities <br />
<br />
• New Opportunities ‐ Youths – the initial qualification, the diversification and <br />
expansion of the supply of professionalising education and training which <br />
provides youths with dual certification – school and professional – that <br />
facilitates qualified insertion in the labour market and/or the pursuit of <br />
studies continue to be key features in the pillar for the young whilst also <br />
aiming to combat non‐achievement at school and early school leaving. In this <br />
regard, we highlight the strong pledge in work‐linked training, vocational <br />
courses, CEF and CET, among others. A set of targets up to <strong>2010</strong> 9 have been <br />
defined for these measures: <br />
<br />
(a) Professionalising means of secondary level Education/Training (dual <br />
certification): <br />
No. of youths matriculated in <strong>2008</strong> = 130 000; 2009=140 000; <br />
<strong>2010</strong>=145 000 <br />
No. of youths to be covered from start of initiative until <strong>2010</strong> = 650 <br />
000 <br />
<br />
(b) Professionalising means of basic level Education/Training (dual <br />
certification): <br />
No. of youths matriculated in <strong>2008</strong>=22 500; 2009= 25 000; <strong>2010</strong>= 27 <br />
500 <br />
No. of youths to be covered from start of initiative until <strong>2010</strong>: 112 500 <br />
<br />
(c) Broadening of vocational education to secondary schools integrated in <br />
public network: <br />
All new vocational courses created from the start of the initiative until <br />
<strong>2010</strong>=450. <br />
<br />
• New Opportunities ‐ Adults – the promotion of the qualification and <br />
employability of the working population with low schooling levels continues <br />
to require the development of training strategies based on the principle of <br />
flexibility and adjusted to individual competence acquisition needs. Hence, <br />
the pledge continues in the recognition of learning through experience (CRVC <br />
system), insofar as it provides for an increase in the access to training as well <br />
as raising its relevance and impact on individuals and organisations. The <br />
supplies of education and training targeting adults with low schooling levels <br />
<br />
9 http://www.novasoportunidades.gov.pt/<br />
<br />
53
<br />
<br />
<br />
(EFA courses) as well as valorising professionalising training and short term <br />
modular courses intended for the completion of school and professional <br />
certification trajectories are therefore key pieces of this component. Among <br />
the measures of this component, we highlight: 10 <br />
(a) System for the Recognition, Validation and Certification of Competences: <br />
No. adults certified with basic education: <strong>2008</strong>= 55 000; 2009= 65 000; <br />
<strong>2010</strong>=75 000 <br />
No. adults certified with secondary education: <strong>2008</strong>=70 000; <br />
2009=100 000; <strong>2010</strong>=125 000 <br />
Total no. adults certified from start of initiative until end <strong>2010</strong>: 650 <br />
000 <br />
(b) Adult Education and Training Courses: <br />
No. adults certified with basic education: <strong>2008</strong>=32 000; 2009=36 000; <br />
<strong>2010</strong>=42 000 <br />
No. adults certified with secondary education: <strong>2008</strong>=40 000; 2009=55 <br />
000; <strong>2010</strong>=65 000 <br />
Total no. adults certified from start of initiative until end <strong>2010</strong>: 650 <br />
500 <br />
(c) No of New Opportunities Centres: <strong>2008</strong>= 300; 2009= 400; <strong>2010</strong>=500. <br />
<br />
• The external evaluation process of the New Opportunities Initiative and the <br />
way it was implemented; this process has already begun and will be <br />
developed in more depth over the coming years as it is an extremely wideranging exercise. On one hand, the evaluation intends to assess the proposed <br />
policy, the structure of its implementation and the procedures used for its <br />
realisation and on the other it examines the quality of the results obtained <br />
and the satisfaction level of those who entered the process at any time; <br />
lastly, it produces or improves the system’s monitoring instruments so that <br />
procedures and results can be permanently evaluated. <br />
<br />
<br />
5.1.2. Vocational Training <br />
<br />
• Reform of Vocational Training. Here, the proposed Decree Law regulating <br />
the Regulation System for Access to Professions is in the final approval <br />
phase following national public consultation 11 ; there are also the different <br />
proposed orders in council that, resulting from the <strong>National</strong> Qualifications <br />
Systems, regulate the <strong>National</strong> Qualifications Framework, the model of the <br />
individual competence record and its registration process, certificate of <br />
vocational training, guidance for qualifications and careers and also the <br />
<br />
10 http://www.novasoportunidades.gov.pt/<br />
11 <br />
Cf. Work and Employment Bulletin no. 5 Boletim do Trabalho e do Emprego n.º 5 – Offprint, 9 August 2007. <br />
<br />
54
<br />
<br />
certification of training entities. Parallel to this, the aim is to continue <br />
structuring a relevant and certified supply and foster quality in training. <br />
• Training and management and further training. <br />
<br />
o Training courses linked to processes of organisational <br />
modernisation, restructuring and production conversions, that <br />
contemplate the promotion of the capacity to innovate, manage and <br />
modernise companies and other entities, notably the Public <br />
Administration, as a fundamental condition for the modernisation of <br />
the productive fabric, the improved quality of employment and <br />
increased productivity. This includes training for innovation and <br />
management and the so called action‐training, oriented towards <br />
training associated to the organisational support of micro, small and <br />
medium enterprises and other entities. We highlight the following <br />
main targets for <strong>2010</strong>: (a) involvement of 12,550 organisations in <br />
action‐training <strong>programme</strong>s; (b) 97,100 people in working population <br />
conclude training courses for innovation and management. <br />
<br />
<br />
5.1.3. Improved Teaching Conditions and Equal Access to Education Opportunities <br />
<br />
• <strong>National</strong> Programme for the Upgrading of the School Network – 1st Cycle of <br />
basic education and pre‐School. The launch of the <strong>National</strong> Programme for <br />
the Upgrading of the School Network – 1st Cycle of basic education and preschool was aimed at guaranteeing equal opportunity of access to education <br />
with the appropriate size and resources for educational success and the <br />
improved learning of students; it gives priority to the reorganisation of the <br />
school network by working in close proximity with the local authorities. <br />
<br />
The upgrading and modernisation of 1st cycle schools and pre‐schools <br />
involves the building of new school centres as well as extending and <br />
upgrading existing buildings; NSRF funding will be mobilised for this purpose, <br />
through ERDF, along with municipal contributions. Expenses considered <br />
eligible include not only building and extension and upgrading of schools but <br />
also improvements to the exterior within the school perimeter and also <br />
investment in school furnishing. In the <strong>2008</strong>/09 school year, classes have <br />
started in 50 new school centres and intervention or building is planned in <br />
roughly 600 school centres. <br />
<br />
The launch of the Support Programme for the Extension of the Pre School <br />
Education Network, especially targeting councils with coverage below the <br />
national average, is also given great importance in the area of promoting <br />
equal access to education opportunities. This <strong>programme</strong> is the joint <br />
responsibility of the Ministries of Education and of Labour and Social <br />
Solidarity and aims to guarantee 100% coverage for 5 year old children <br />
<br />
55
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
throughout the country. The objective of the measure is to assure the correct <br />
overall supply in the pre‐school education network, where some constraints <br />
are still found particularly in the periphery of the large urban centres. This <br />
foresees the creation of 760 new classrooms in the metropolitan areas of <br />
Lisbon and Porto. <br />
• Generalised access to curriculum enrichment activities. The generalised <br />
access to activities enriching the curriculum in the 1st cycle of basic <br />
education is a priority intervention area in the execution of Full Time School. <br />
Here we note the mandatory extension of English teaching to pupils in the <br />
1st and 2nd years of schooling and the increase of the weekly teaching of <br />
English in the 3 rd and 4 th years to 135 minutes. It is intended as a boost to the <br />
previous line of action, namely by means Ministry of Education funding which <br />
is allocated in varying amounts in line with the activities offered to pupils for <br />
the enrichment of curricular activities. <br />
• Extension of the school social services. Changes have been made to the <br />
conditions to access School Social Services in another measure to foster <br />
success and integration in schools; it strives to increase transparency and <br />
simplify the process through the use of family allowance scales. Although the <br />
nature of the support remains unchanged, the amount granted is raised <br />
above inflation levels and also begins covering students in the 10 th to 12 th <br />
years under the same conditions as those in compulsory schooling. This new <br />
operational model of School Social Services in the <strong>2008</strong>/09 school year <br />
represents a growth from 240,000 to 700,000 thousand beneficiaries. <br />
• Educational Areas with critical interventions. Again in the scope of <br />
promoting equal access to learning opportunities, we note the definition of a <br />
varied selection of measures and intervention actions in schools located in <br />
difficult neighbourhoods oriented towards the integration of the pupil in <br />
school. At present, this positive discrimination <strong>programme</strong> covers 26 schools <br />
and groupings and there are plans to extend coverage to 100 groupings. <br />
• Special educational needs. In the area of special educational needs we note <br />
the creation of a network of reference schools for the blind and the deaf, as <br />
well as specialised units for disturbances in the field of autism and multiple <br />
disabilities (137 autism units; 220 multiple disability units; 1500 trained <br />
teachers and 760 auxiliary staff in training; a further 31% of trainers and <br />
interpreters of Portuguese Sign Language). <br />
• Quality of learning and school results. Continuation of the Action Plan for <br />
Mathematics, the <strong>National</strong> Reading Plan and the Continued Teacher Training <br />
Programmes for 1 st cycle teachers of Mathematics, Portuguese, Experimental <br />
Teaching of Sciences and ICT. <br />
<br />
56
5.1.4. Organisation and running of schools <br />
<br />
• Autonomy and management of schools. The improved organisation and <br />
running of schools is decisive to the increase of the efficiency and <br />
effectiveness of the school system. In this area, reference is made to the new <br />
system for the autonomy, administration and management of schools with a <br />
view to providing a framework that can boost leadership and foster opening <br />
up qualified participation to other partners, as well as increasing school <br />
autonomy and competences. New management bodies will be elected in the <br />
<strong>2008</strong>/09 school year and the internal regulations of all the groupings will be <br />
approved. <br />
<br />
• Descentralisation. In the field of adminstrative decentralisaiton emphasis is <br />
given to the transfer of powers to the municipalities in pursuit of a closer and <br />
more efficient management model of educational resources as well as the <br />
sharing of responsibiilites and greater participation from local communities. <br />
The Ministry of Education has already signed protocols with 90 local <br />
authorities for the transfer of powers regarding non‐teaching staff, <br />
curriculum enrichment activities and management of schools. <br />
<br />
• Evaluation of teacher performance. The new performance evaluation system <br />
for teachers is a fundamental instrument for the improvement of school <br />
results and the quality of teaching as its main goals are upgrading practices, <br />
the differentiation of merit and the more thorough regulation of career <br />
progression. <br />
<br />
<br />
5.1.5. Modernisation of teaching establishments <br />
<br />
• Programme for the Modernisation of Secondary Schools. In the first phase <br />
of Programme for the Modernisation of Secondary Schools, the <br />
rehabilitation of 25 secondary schools will begin in the <strong>2008</strong>/09 school year, <br />
adding to the 4 schools already modernised. The second phase of the <br />
<strong>programme</strong> will take place in the 2009/10 school year when works will be <br />
done on a further 74 schools; intervention is planned in 330 schools by 2015. <br />
This Programme receives strong support from NSRF, in particular in the <br />
framework of the Valorisation of the Territory Operational Programme. <br />
<br />
• High Speed Internet. The goal is to guarantee high speed access to internet <br />
in all computers. To this end local area networks will be constructed so that <br />
all classrooms will have a broadband internet connection (an increase of <br />
broadband is planned for all schools to more than 48 Mb). <br />
<br />
• Tecnological Kit. So as to guarantee school equipment with more modern <br />
technological means, the Government launched six international public <br />
tenders for the acquisition of 310,000 computers, 9000 interactive boards <br />
and 25000 video projectors. The goal is to improve the ratio of pupils per <br />
<br />
57
<br />
<br />
<br />
computer with broadband internet connection (going from a ratio of 16 <br />
pupils per computer in 2005, to 5 pupils per computer this year and to 2 <br />
pupils per computer in <strong>2010</strong>), to guarantee one video projector per <br />
classroom and an interactive board for every 3 classrooms. <br />
• ICT Academies. The creation of technological company training centres with <br />
the aim of boosting student skills and employability is a measure that <br />
enriches students’ CVs with skills and is associated to the training and <br />
certification of industry. This project, entitled ICT Academies, creates an <br />
important link to the private sector, with the participation of 7 reference <br />
companies. A protocol has already been signed for the setting up of the first <br />
30 ICT Academies in schools that will enable training in technologies, <br />
equipment and applications for students, teachers, non‐teaching staff and <br />
the whole schooling community. <br />
• ICT Placements. The ICT Placement project which promotes training in a real <br />
working context for students in ICT vocational courses in national and <br />
international companies of reference has attracted the interest of 30 <br />
companies of the knowledge economy. These companies have offered 300 <br />
work placements in <strong>Portugal</strong> and abroad for the <strong>2008</strong>/2009 school year to <br />
the best students in the ICT area. The aim of this project is to extend the <br />
<strong>programme</strong> to more companies and promote more work placements. <br />
• e.school and e‐primary school. Mention is also made of the launch of the eprimary <br />
school <strong>programme</strong> for access to the “Magalhães” computer for <br />
pupils in the 1st cycle free of charge or at reduced prices and the recent <br />
extension of the e.school <strong>programme</strong> to pupils of the 3rd cycle for the <br />
purchase of a laptop with a broadband internet connection in very <br />
advantageous conditions. This measure aims to reach 500,000 1st cycle <br />
pupils (free of charge for pupils in the 1st scale of school social support and at <br />
reduced prices for the remaining pupils) and 500,000 students of the 3rd <br />
cycle and secondary school (in addition to 150,000 for teachers and 200,000 <br />
for workers doing training). <br />
<br />
<br />
5.1.6 – Reform of higher education and its articulation with the labour market <br />
<br />
• Continuation of the <strong>reform</strong> of Higher education. Continuity will be given to <br />
the support for higher education institutions in the implementation of the <br />
legislative <strong>reform</strong> made in recent years; this aims to conclude the adaptation <br />
of the degree and diploma systems to the Bologna Process (currently 90% <br />
complete) with a view to guaranteeing the qualification of the Portuguese in <br />
Europe and promoting equal opportunity in the access to higher education, <br />
improving levels of attendance and the conclusion of courses, as well as <br />
attracting new publics using a life long learning approach and improving <br />
school social services. <br />
<br />
<br />
58
<br />
<br />
Accordingly, the following guidelines and actions were defined: <br />
o Promoting the creation of university institution consortia, namely <br />
with the participation of scientific institutions, and the creation of <br />
regional polytechnic consortia and reorganising their training supply. <br />
o Guaranteeing the internationalisation processes underway in higher <br />
education, notably in the ambit of the international partnerships <br />
already made. <br />
o Supporting the transition to the new foundation system for public <br />
institutes that have requested it in the context of the new Legal <br />
System for Higher Education Institutions (RJIES). <br />
o Raise the quality of higher education, notably through the work of the <br />
new <strong>National</strong> Evaluation and Accreditation Agency. <br />
o Improving the conditions for entry and attendance of higher <br />
education, including: revision of the working‐student status, part time <br />
student system, access to attendance of different “loose” subjects, <br />
revision of special access regimes, revision of regulation for social <br />
service grants, extension of the loan system with mutual guarantee <br />
launched at the end of 2007, guaranteeing its consolidation in <br />
Portuguese society, extension of the merit grant to private education, <br />
additional social services grant for Erasmus students, systems of <br />
curricular and professional work placements. <br />
o Broadening of the supply of Technological Specialisation Courses <br />
(CET) in higher education institutions, with emphasis on Polytechnic <br />
Institutes. <br />
o Developing and improving the new job search observation system in <br />
<strong>Portugal</strong>, launched in September 2007, with the analysis of courses <br />
and institutions of those registered at job centres. The specific <br />
obligations in the Legal Regime of Higher Education Institutions for <br />
higher education institutions to disclose information on the <br />
employment of their new graduates will also be reinforced. <br />
o Launch of the new university residence <strong>programme</strong>. <br />
o Revision of the legal system for distance higher education, as well as <br />
that of artistic higher education, in light of best international practices <br />
following the international evaluation and public hearing. <br />
<br />
<br />
5.1.7. Youth mobility <br />
<br />
o Promoting Youth mobility. The overall objective is to cultivate the <br />
recognition of different cultural identities, fostering the mobility of young <br />
people between regions and countries. To this end, the International Field <br />
Work (IFW) will continue to take place which organises an exchange <br />
<strong>programme</strong> for young people from different countries and is promoted by <br />
various entities and with the support of IPJ and the Agency for the Youth in <br />
Action Programme. The international voluntary service is another means of <br />
<br />
59
promoting this mobility, as is the effective articulation of the supply of youth <br />
tourism Movijovem. Target group: Youths aged 12 to 30 years (18 to 30 years <br />
in IFW) <br />
<br />
<br />
5.2. PROMOTING JOB CREATION, PREVENTING AND COMBATING <br />
UNEMPLOYMENT <br />
<br />
<br />
Context <br />
<br />
<br />
The promotion of job creation in the context of a lifelong learning approach, <br />
attracting and keeping as many people in work, preventing and combating <br />
unemployment and in particular youth and long term unemployment, is closely <br />
articulated with the <strong>programme</strong>s and measures developed in the framework of <br />
macro and micro economic policies the aims of which include the boosting of the <br />
Portuguese production system, and the creation of more and better jobs. Moreover, <br />
in the context of the conclusion and implementation of strategic <strong>reform</strong>s in progress, <br />
a number of specific initiatives continue to be applied and improved and which try to <br />
respond to conjunctural problems as well as structural questions of the Portuguese <br />
employment system. In this area, emphasis is given to the active employment <br />
measures, executing the respective activation component – which continues to play <br />
a vital role – in articulation with protection in unemployment (subject to revision in <br />
2006), taking the most disadvantaged populations into particular consideration, and <br />
the improved action of the Public Employment Services. <br />
<br />
This challenge also responds to questions associated to preventive and early <br />
management, intervening by using a proximity approach in the business <br />
restructuring and relocation process. <br />
<br />
As for the immigrant population, the national immigration policy is currently <br />
structured around four axes, namely; i) regulation of the flow of immigrants; ii) <br />
promotion of legal immigration; iii) fight against illegal immigration iv) integration of <br />
immigrants. As such, the responses for the immigrant population, notably in terms of <br />
reception and integration, play a vital role in social cohesion and the development of <br />
the country, and aim to guarantee the same access to rights and duties that <br />
Portuguese citizens have within a framework of equal opportunities for all. <strong>Portugal</strong> <br />
has made considerable progress both in legislative responses and also in the <br />
concrete measures promoted by different entities; it is now necessary to consolidate <br />
some projects already implemented and activate some innovative responses to the <br />
existing challenges which involve all the society. <br />
<br />
<br />
<br />
<br />
<br />
<br />
60
Measures: <br />
<br />
• Continuation of the INSERJOVEM and REAGE initiatives. These initiates aim <br />
to provide a response to youth and adult unemployment, respectively – in <br />
articulation with the New Opportunities Initiative – so as to avoid an influx of <br />
Long Term Unemployed and offering a new opportunity within 6 and 12 <br />
months at most, respectively. The methodology of the INSERJOVEM <br />
component has been strengthened through the early signaling of youth <br />
unemployed for three months following the <strong>European</strong> Council <br />
recommendation in spring 2006: “it is urgent to improve the situation of <br />
youths in the labour market and significantly reduce youth unemployment”, <br />
outstripping the objective of “offering a new opportunity in the form of a job, <br />
learning, complementary training or other measure that favours their <br />
employability within a maximum of four months by <strong>2010</strong>”). <br />
<br />
• Pursuit of Intervention Programmes for the Unemployed, taking different <br />
approaches according to the specific public: young unemployed aged <br />
between 15‐22 years – 135,000 targeted in <strong>2008</strong>‐<strong>2010</strong>; young unemployed <br />
aged between 23‐30 years – 140,000 targeted in <strong>2008</strong>‐<strong>2010</strong>; unemployed <br />
aged between 31‐54 years –305,000 targeted in <strong>2008</strong>‐<strong>2010</strong>; qualified <br />
unemployed ‐ target of 108,000 targeted in <strong>2008</strong>‐<strong>2010</strong> and unemployed <br />
adults over the age of 55 years – 101,000 targeted in <strong>2008</strong>‐<strong>2010</strong>. <br />
<br />
• Specific support for entrepreneurship. This aid comes essentially in the <br />
framework of axis 5 of the POPH – Entrepreneurship and Transition to Active <br />
Life (included in the approach of lifelong entrepreneurship, from school to <br />
active life). This aid strives to promote quality and mobility of employment by <br />
means of: (i) motivating the entrepreneurial spirit; (ii) aid for integration of <br />
the unemployed person into active life and (iii) support for young people’s <br />
transition to active life, notably by pledging in work placements, forming a <br />
vital resource for a sustainable development policy that also comprehends <br />
the objectives of competitiveness and social and territorial cohesion. The <br />
main targets set for <strong>2010</strong> of note are the creation of 11,600 work posts and <br />
the integration of 35,000 trainees in organisations following the conclusion of <br />
the placement. <br />
<br />
• Plan for the Integration of Immigrants and in particular measures foreseen <br />
in the work, employment and vocational training area imply the better <br />
integration of immigrant citizens into the labour market. The aim is therefore <br />
to strengthen mechanisms defending the rights and interests of immigrants <br />
as well as to facilitate their access to opportunities in the labour market, be it <br />
through training, training and/or recognition of competences and <br />
qualifications, the promotion of immigrant entrepreneurship and self <br />
employment. <br />
o Boosting the UNIVA Immigrant Network (RUI), by conducting <br />
18,000 interviews/year until <strong>2010</strong> with about 50% placements (in <br />
work or training); <br />
<br />
61
o Recognition of qualifications through the setting up of 6 support <br />
offices in universities; <br />
o Training courses, support for local consortia, reception and <br />
integration activities, training activities and awareness initiatives <br />
and public awareness campaigns in the scope of POPH reaching <br />
about 40,020 people by <strong>2010</strong>; <br />
o Programme for the intervention of everyone in the labour market <br />
targeting unemployed immigrants reaching roughly 38,500 in <br />
<strong>2008</strong>‐<strong>2010</strong> <br />
<br />
• Pursuit of the Modernisation of the Public Employment Service. The aim is <br />
to boost work instruments that can lead to a more effective service from the <br />
perspective of raising diversity, accessibility and quality of the channels of <br />
services rendered in the employment area; emphasis goes to: (a) IEFP NET <br />
Employment project that includes various valences, notably: the electronic <br />
kiosks, a multi channel contact centre, SMS services, electronic application <br />
service, among others; (b) the Management and Information System for the <br />
Employment Area (SIGAE); and (c) the Intervention <strong>programme</strong> with <br />
Employers from the perspective of enhancing the relations between the <br />
Public Employment Service and companies. <br />
<br />
<br />
5.3. FOSTERING THE BALANCE BETWEEN FLEXIBILITY AND SECURITY IN THE <br />
LABOUR MARKET AND IMPROVING WORKING CONDITIONS <br />
<br />
<br />
Context <br />
<br />
The Tripartite Agreement for a new System for the Regulation of Labour Relations, <br />
of Employment Policies and Social Protection in <strong>Portugal</strong> refers that the most current <br />
diagnoses of the labour market generally indicate five main characteristics: (1) the <br />
limited adaptability of companies and workers; (2) the weakness and the lack of <br />
dynamisms in collective work contracting; (3) the formal rigidity of the legal <br />
framework of the labour markets; (4) the ineffectiveness of the regulatory norms of <br />
the labour market and the (5) high percentage of atypical jobs in employment as a <br />
whole associated to the intense segmentation of the labour market. <br />
<br />
In the ambit of the Tripartite Agreement, the signatories understand that in order to <br />
overcome the main problems of the labour market, there must be a <strong>reform</strong> of the <br />
Code of Labour in force as well as the adoption of measures in the field of active <br />
employment and social protection policies. The Draft Law, approved in the Council of <br />
Ministers, is framed in a broader strategy of <strong>reform</strong>s that covers various <br />
indispensable instruments for a new sustainable articulation between economic <br />
growth, improved business competitiveness, increased productivity, the <br />
development of quality employment, the reduction of inequality of opportunities, <br />
upgrading of labour relations and a more equitable sharing of the results of <br />
economic progress. <br />
<br />
62
<br />
Accordingly, the Agreement sustains that internal means of adaptability are <br />
powerful instruments to make work more adaptable to the needs of companies and <br />
workers and that it also has the advantage of contributing to dynamising collective <br />
bargaining and strengthening the role of social partners in socio‐economic <br />
regulation. <br />
<br />
Therefore, the effectiveness of the normative framework is strengthened whilst also <br />
creating legal possibilities for the increased protagonism of the social partners in the <br />
negotiated regulation of economic and social changes. <br />
<br />
In the ambit of this Agreement, the Government and the social partners also agreed <br />
on the appropriate sharing of responsibilities and made it known that they <br />
understood that the <strong>reform</strong> of labour relations required the renewal of public <br />
policies coordinated by strengthened dialogue, social coordination and collective <br />
bargaining at all levels, including that of the company. <br />
<br />
Parallel to this, the work of the State in the field of prevention and inspection of <br />
working conditions is encouraged so as to ensure the compliance with the standards <br />
and agreements established. <br />
<br />
<br />
Measures <br />
<br />
• Fostering adaptability in companies and the conciliation of professional life <br />
with personal and family life, by increasing the possibilities of flexibilisation <br />
negotiated in the collective work contract or by collective decision within the <br />
company, of working hours, maintaining the limits on the duration of both <br />
normal and supplementary working hours. <br />
The innovative systems include the possibility of creating “time banks”, <br />
timetables concentrated in just some days of the week, the increase of paid <br />
parental leave, the creation of specific measures in some sectors of activity <br />
such as the very short term seasonal labour contract in agriculture, the <br />
special holiday system in tourism and the open term intermittent work <br />
contract. <br />
• Right to Vocational Training. Promoting the entitlement to training through <br />
(i) clarification of the student worker status; (ii) adaptation of the "training <br />
clause", so that it becomes mandatory to enrol youths up to the age of 18 <br />
and without full compulsory schooling in the training/education system when <br />
hiring; and (iii) increasing the right to continuous vocational training and <br />
adaptation of mechanisms for its implementation, such as treating <br />
attendance of RVCC processes similarly to continuing training; allowing the <br />
accumulation of the annual minimum training by companies; allowing the <br />
arrangements made for training to be adapted for collective contracting and <br />
making the issuing of a training certificate mandatory. <br />
• Promotion of the dynamics of collective bargaining. Emphasis is given to the <br />
simplification of the administrative requirements in the bargaining process; <br />
<br />
63
the alteration of the survival system and the expiry of collective working <br />
conventions; specification and improvement of the articulation between the <br />
collective conventions and the law; broadening of the range of matters that <br />
can by governed by collective contracting. <br />
• Termination of employment contract. Whilst fully respecting the <br />
constitutional principle prohibiting dismissal without just cause, the proposal <br />
simplifies and shortens the disciplinary procedure, increases legal insurance <br />
of the parties in the dismissal process, guaranteeing added protection in the <br />
case of a pregnant employee, mothers of newborns or that are breast <br />
feeding, and reinforces the infractions foreseen for the violation of <br />
procedural rules in the case of a trade union representative. A more effective <br />
normative framework is also proposed by means of the integration and <br />
<strong>reform</strong> of the legislation formed by the Code of Labour and its regulation, <br />
reducing uncertainty by making a law that is easier and more accessible to <br />
users. In addition to the simplification and systematisation of the legal norms <br />
in force, the simplification and debureaucratisation of the relations between <br />
workers, employers and the Administration is also proposed, and the <br />
effectiveness of the legislation and the framework of sanctions strengthened <br />
so as to discourage the disrespect of social and labour rights and unfair <br />
competition based on non‐compliance with the social obligations of the <br />
companies. <br />
• Combating precarious employment and the segmentation of the labour <br />
market. With the aim of combating illegal precarious employment and <br />
reducing legal precarious employment as well as improving the social <br />
protection of independent workers and recognising that the recourse to <br />
atypical forms of employment, necessary to the activity of companies and the <br />
development of the economy should not be used as a means of getting <br />
around the Law; the alteration of the presumption of the working contract is <br />
also proposed and the creation of a new very serious infraction for the <br />
concealment of a working contract so as to enable a more effective <br />
supervision and control of the use of «false green receipts». The admissibility <br />
of the fixed term contract is limited in the case of newly opened <br />
establishments to those in companies with fewer than 750 workers, and the <br />
length of fixed term contracts is reduced to 3 years; this limit is applicable to <br />
the set of term or temporary contracts for the same work post, or the <br />
rendering of services for the same purpose, signed between a worker and the <br />
same employer or employers between whom there is an area or group <br />
business relationship. Adaptation of the social protection system. Part of the <br />
more general <strong>reform</strong> of the Social Security begun in 2006, this foresees: <br />
The increase of possibilities offered to workers in the field of <br />
conciliating professional with personal and family life. In this <br />
area, special importance is given to a parental system that <br />
reduces gender inequality. Hence, in the scope of the <br />
Agreement, it was decided to substitute maternity, paternity <br />
and adoption leave with parental leave. <br />
<br />
64
<br />
<br />
<br />
<br />
<br />
Measures linked to reducing the contributory rate on <br />
contracts without any fixed term and increase it in the case of <br />
fixed term contracts. <br />
Independent workers: extension of social protection in the <br />
same set of eventualities, through the joining of the social <br />
protections systems so that there will be only one system with <br />
the scope of protection currently included in the extended <br />
protection system (allowances for the family, sickness, <br />
maternity, paternity and adoption, occupational diseases, <br />
professional benefits, invalidity, old age and death). <br />
<br />
o Revision of active employment policies, encompassing: <br />
• Aid for the conversion of independent work into contracts with no <br />
fixed term for workers in general; <br />
• Aid for hiring young people on contracts with no fixed term, aid <br />
for the conversion of independent work or fixed term contracts <br />
into contracts with no fixed term and facilitating the transition to <br />
active life.; <br />
• Facilitating the unemployment‐employment transition, preventing <br />
and combating long term unemployment; <br />
• Aid for the entry into the labour market for people over 55 years <br />
of age with the exemption or reduction of employer contributions <br />
to social security; <br />
• Aid for entry into the labour market of disadvantaged publics, <br />
exempting or reducing employer contributions to social security; <br />
• Promoting new modes of the progressive approximation to <br />
employment in the ambit of the activation of public policies, <br />
notably through the creation of the “Social Activity Contract” – <br />
that aims to support the temporary insertion of subsidised <br />
unemployed persons in social/community activities – and of the <br />
“Employment‐Insertion Contract”, aimed at supporting the <br />
temporary insertion of GMI beneficiaries in social/community <br />
activities. <br />
<br />
o <strong>National</strong> Strategy for Health and Safety at Work <strong>2008</strong>‐2012. Instrument to <br />
boost the protection of workers’ health and safety, that strives to reach the <br />
overall objective of the constant and consolidated reduction of work accident <br />
rates and the progressive and continued improvement in the levels of health <br />
and well being at work through two fundamental policy axes for health and <br />
safety at work: that referring to public policies and that of the promotion of <br />
health and safety in places of work. <br />
o Continuation of the GLI Programme against undeclared and illegal work. <br />
Programme developed with a view to reducing informal and undeclared work <br />
through the use of inspection services. <br />
<br />
65
o Continuation of the Annual <strong>National</strong> Plan for the prevention and Combat of <br />
Fraud and Evasion of Taxes and Contributions, aimed at raising the <br />
sustainability, rigour and trust in the social security system. <br />
<br />
<br />
5.4. STRENGTHENING SOCIAL COHESION <br />
<br />
<br />
Context <br />
<br />
The modernisation of the social protection system has been developed in a gradual <br />
and sustained manner adopting the logic of the anticipation and response to new <br />
needs, fighting poverty and reproductive inertia, assuring access to social and health <br />
services and facilities in terms of their response and quality and fair territorial <br />
distribution and safeguarding intra and inter generational cohesion, whilst also <br />
guaranteeing the financial, economic and social sustainability of social security and <br />
the health system. <br />
<br />
Contradicting and reverting social inequalities and the problems associated to <br />
demographic changes are the priority interventions areas of the Government. <br />
Hence, a set of measures has been adopted that allow for the promotion of social <br />
inclusion and prevent situations of poverty and social exclusion, above all in the <br />
current context of less economic growth. <br />
<br />
An integrated strategy of active social inclusion is implicit in the policy priorities for <br />
the <strong>2008</strong>‐<strong>2010</strong> cycle; this conjugates three fundamental objectives: improvement of <br />
earnings – progressive increase in the Guaranteed Minimum Monthly Remuneration; <br />
Social Insertion Income; Income Supplement for the Elderly (CSI); increase in the <br />
Family Allowances; among others; socio‐professional integration ‐ through the <br />
fostering of active employment policies or vocational training; and the improved <br />
quality and access to the network of social facilities (PARES, Social Facilities <br />
Programme POPH, for the elderly and the disabled) and proximity services (primary <br />
health care and RNNCCI). <br />
<br />
This perspective favours the development of integrated responses that allow for <br />
close articulation between the proposed actions and the specificities of these <br />
publics, and rooted in the conviction that the objective of social cohesion is to a <br />
great extent one that is transversal in the framework of the PNR and that <br />
strengthens economic growth and employment. <br />
<br />
Nevertheless, this intervention area must be considered in close articulation with the <br />
<strong>National</strong> Strategy for Social Protection and Social Inclusion <strong>2008</strong>‐<strong>2010</strong>; the priority <br />
axes of this are: (i) respond to the demographic impact and (ii) promotion of social <br />
inclusion (reduction of inequalities). In particular, the <strong>National</strong> Action Plan for <br />
Inclusion <strong>2008</strong>‐<strong>2010</strong> 12 , the priorities of which are to: (1) combat poverty among <br />
<br />
12 Ver: http://www.pnai.pt/<br />
<br />
66
children and the elderly through measures that assure their basic rights of <br />
citizenship; (2) correct the disadvantages in education/ qualification; (3) overcome <br />
discriminations, strengthening the integration of specific groups, notably people <br />
with disabilities and impairments and immigrants. In addition to a set of transversal <br />
measures, it includes specific measures to respond to each of these priorities (see <br />
PNAI <strong>2008</strong>‐<strong>2010</strong>) and which also contribute to the fulfillment of the measures set <br />
out in the PNR. <br />
<br />
Emphasis should also be given to the implementation of integrated policies targeting <br />
specific groups, such as women and youth, with the implementation of the III <br />
<strong>National</strong> Plan for Equality – Citizenship and Gender (2007‐<strong>2010</strong>) and the <br />
preparation of a <strong>National</strong> Youth Programme currently underway. The aim of this <br />
Programme is, notably, to strengthen the coherence and effectiveness of the various <br />
measures in the sectors targeting this universe, found in this document in the <br />
appropriate areas. 13 <br />
<br />
<br />
Measures: <br />
<br />
o Minimum Guaranteed Monthly Retribution. With the purpose of increasing <br />
families’ incomes, a progressive increase will be made in the minimum <br />
guaranteed monthly remuneration of about 24 % by 2011, following the <br />
Agreement on the Fixing and Evolution of the Minimum Guaranteed Monthly <br />
Remuneration, signed with the social partners. <br />
<br />
o Social Insertion Income (RSI ). The social insertion income is a benefit from <br />
the solidarity subsystem; this insertion component, aimed at the working and <br />
social insertion of its beneficiaries, is intended to give around 80,000 people <br />
new momentum by <strong>2010</strong> through the development in this cycle of <br />
training/qualification actions and/or in the labour market. <br />
<br />
o Income Supplement for the Elderly (CSI). The Income Supplement for the <br />
Elderly is a benefit form the solidarity subsystem targeting pensioners aged <br />
65 years and over. The monetary value of the benefit is defined by reference <br />
to a threshold fixed annually and the attribution is differentiated according to <br />
the concrete situation of the applicant. This measure also provides additional <br />
health benefits (DL252/2007) consisting of: a) 50% financial participation in <br />
the share of the price of medication not covered by the State; b) 75% <br />
financial participation in the cost of buying glasses and lenses up to a limit of <br />
€100 every two years; c) 76% financial participation in the cost of buying and <br />
repairing removable dentures up to a limit of €250 every three years. <br />
<br />
o Family Support Policies The boost in the family support policies is given <br />
through a series of increases in the social benefits for families, as well as <br />
through the extension of the school social services (see point 5.1) <br />
<br />
13 See outcome , micro level , results of actions targeting youth.<br />
<br />
67
<br />
<br />
<br />
o Social Facilities. The boost in the Social Facilities Programme POPH targeting <br />
the elderly, the disabled and impaired foresees the creation of 1378 places in <br />
facilities for the elderly by <strong>2010</strong> (3220 places by 2015) and of 1408 places in <br />
facilities for the disabled by <strong>2010</strong> (1955 places by 2015) <br />
o Reform of primary health care. As Primary Health Care is the pillar that <br />
sustains the whole health system, the <strong>reform</strong> consists of an organisational <br />
change in health care services provided, developed by multi‐professional <br />
teams that are self organized and in direct contact with the citizens, forming <br />
the first line of a health system that is accessible, efficient, fair and in <br />
proximity. <br />
<br />
The Mission of Primary Health Care, the structure responsible for conducting <br />
the <strong>reform</strong> process at this level of care, established a Strategic Plan for 2007‐<br />
2009 based on three pillars: 1. Organisational quality and change, that <br />
includes four strategic lines: leadership and autonomy of management, <br />
better accessibility, evaluation and monitoring, management of ICT; 2. <br />
Clinical governance and knowledge management, with three strategic lines: <br />
clinical governance, knowledge management and qualification of <br />
professionals, innovation and simplification in care provided; 3. Sustainability <br />
and development, which also includes three strategic lines: accreditation of <br />
services, financial viability of primary health care, communication with <br />
citizens and professionals. <br />
<br />
The <strong>reform</strong> plan for Primary Health Care foresees that by the end of 2009 <br />
(end of MCSP mandate) 250 Family Health Units (USF) will have been <br />
installed. By then, the conditions should have been attained for the full <br />
operation of the 74 Health Centre Groupings (ACES), framework entities <br />
clinically and in management terms of all the operating units providing <br />
primary health care; the forms of internal contracting will have been <br />
consolidated and the necessary skills obtained by the managers of the new <br />
units and performance evaluation and monitoring developed. <br />
o Development of the <strong>National</strong> Network of Continued Integrated Care <br />
(RNCCI). The global aim of the RNCCI is to provide continued integrated care <br />
to people who, regardless of age, are in a situation of dependence. This <br />
provision of care is assured through Unit for Residential Care, Mobile Units, <br />
Hospital Teams and Homecare Teams. <br />
<br />
The RNCCI model is based on the rationale of separating functions <br />
(purchase/provision) by contracting services and decentralising <br />
responsibilities of territorial scope. It is based on a model of the shared and <br />
inter‐sector financing from the Ministries of Health and of Work and Social <br />
Solidarity. <br />
<br />
<br />
68
<br />
<br />
Following the start up of the implementation of the <strong>National</strong> Network of <br />
Continued Integrated Care, and in continuity of the objectives set out in the <br />
PNACE 2005‐<strong>2008</strong>, in the <strong>2008</strong>‐<strong>2010</strong> period the priorities are the <br />
development of responses (intra‐hospital and homecare teams and <br />
residential units) for palliative care and for the Continued Homecare Teams, <br />
in articulation with Primary Health Care. <br />
o Promotion of gender equality. With the intent of introducing the Gender 14 <br />
perspective in the priority policy areas, gender equality policies of measures <br />
oriented towards economic independence and the conciliation of <br />
professional life with family and personal life have been pursued and <br />
furthered and new initiatives have also been launched, such as: <br />
• Gender Observatory, consisting of the development of an <br />
information system and the integrated strategic evaluation of <br />
gender equality and violence. <br />
o Implementation of a set of interventions aimed at developing a <br />
governance system considering the gender equality dimension, <br />
the promotion of gender equality and the integrated prevention <br />
of victims of discrimination through support for organisational <br />
change, training, information activities and aid for female <br />
entrepreneurs (POPH) involving roughly 13,110 people by <strong>2010</strong> <br />
and the creation of 1059 companies by women until <strong>2010</strong>; <br />
• Consolidation of the People Trafficking Observatory; <br />
• Creation of an Equality Portal to strengthen citizenship and the <br />
transversal nature of policies fostering gender equality in the <br />
Public Administration; <br />
• Strengthen the gender perspective in Central and Local Public <br />
Administration policies, notably through the Sectorial plans for <br />
Gender Equality and the boosting of Local Plans for Equality; <br />
• Creation of an Award for Citizenship with parity; <br />
• Promoting awareness and the publicising of issues related with <br />
Gender Equality and Gender Violence (POPH); <br />
• Support for Training in the area Gender Equality and the <br />
prevention of Gender Violence (POPH); <br />
• Support for the adoption of Plans for Equality in the State’s <br />
business sector and in the Central and Local Public <br />
Administration (POPH and POFC). <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
14 III <strong>National</strong> Plan for Equality – Citizenship and Gender (2007-<strong>2010</strong>), area 2.<br />
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| <br />
AREA 6 – PROMOTING AN INTELLIGENT TERRITORY <br />
<br />
<br />
Context <br />
<br />
In recent decades <strong>Portugal</strong> has made significant investments in infrastructures <br />
supporting accessibility, urban and rural development and the creation of better <br />
living conditions for the populations. <br />
<br />
These base investments now enable us to turn our focus to the priority of <br />
articulation and taking full systemic advantage of these infrastructures by <br />
introducing knowledge and efficiency in the value chain and strengthening the <br />
strategic pledge to reaffirm <strong>Portugal</strong>’s place as a global centrality in the economic, <br />
social and cultural networks. <br />
<br />
This strategic assumption led to the <strong>European</strong> Commission’s consideration of a <br />
significant part of the Valorisation of the Territory Programme included in the NSRF <br />
as “earmarking” of the Lisbon Strategy. <br />
<br />
The Logistic <strong>Portugal</strong> Programme Driver, already integrated in PNACE, will be <br />
continued and represents one of the main factors of competitiveness linked to the <br />
territory. <br />
<br />
The Cities Policy defined by the Government is expressed in the articulation of policy <br />
instruments that are embraced in the NSRF 2007‐2013, notably in the Regional <br />
Operational Programmes and the Thematic Valorisation of the Territory Operational <br />
Programme. These instruments aim to qualify and integrate the distinct spaces of <br />
each city, strengthen and differentiate their human, institutional, cultural and <br />
economic capital, qualify and intensify the city’s integration in the surrounding and <br />
innovative solutions for urban rehabilitation. <br />
<br />
The existence of a <strong>National</strong> Information System on Territorial Management <br />
Instruments and the availability of geographic and cartographic information are both <br />
fundamental conditions for making territorial planning and management processes <br />
more effective and developing new services and new ways for the governance <br />
structures at the various territorial scales to act. <br />
<br />
The valorisation of endogenous resources – the sea, the coast, the rural zones – is a <br />
fundamental concern and their intelligent integration in the sustainable <br />
development and strengthening of their economic value. In this context, the <br />
conclusion of PEAASAR II is equally relevant along with all the measures that help <br />
protect natural resources and biodiversity. <br />
<br />
In this context, we underline the need to the reinforcement and dinamization of <br />
biodiversity and nature preservation policies. The <strong>reform</strong>ulation and modernization <br />
of the <strong>National</strong> Authority for Nature Preservation (ICNB I.P.) and a new legal <br />
<br />
70
framework to the promotion of public‐private partnerships create the context for <br />
new valorization and management measures of nature values in classified areas and <br />
to the economic and social valorization of biodiversity. <br />
<br />
On the other hand, the central objective is to promote and extend, in the territory <br />
and the cities, the diversified and quality access of citizens and institutions to <br />
information and knowledge, valorising education and training for all, whilst also <br />
stimulating the social appropriation of knowledge as well as fostering the use of <br />
scientific infrastructures. <br />
<br />
The aim is to stimulate models of economic growth and territorial competitiveness <br />
associated to knowledge in the territory and in the cities, promoting network <br />
interconnections, mechanisms and means at the service of an increasingly diversified <br />
population. <br />
<br />
Giving emphasis to the empowerment of the communities and lifelong learning, <br />
advantage is taken from behaviour in network which is facilitated nowadays by the <br />
ICT. In addition to demonstrating and attempting to experiment new application <br />
models of new technologies, new dynamics for mobilising demand should also be <br />
facilitated, namely oriented to still info‐excluded groups of the population. <br />
<br />
The reorganisation and upgrading of the school network of the 1st cycle of basic <br />
education and preschool education are extremely important measures that foster <br />
motivating, demanding and rewarding learning environments which are essential if <br />
the qualification level of future generations is to be increased. The definition of a <br />
school network which is run at high standards is therefore a priority intervention; <br />
preferably, it should be bound to teach the 1st cycle in articulation with preschool <br />
education and given flexible and multi‐functional spaces – the “school centre” <br />
concept – from a perspective of rationalising means and optimising resources that <br />
can range from new schools buildings to the extension or rehabilitation of existing <br />
schools. <br />
<br />
The measures outlined below translate this pledge in the promotion of intelligent <br />
networks that make full use of and manage the territory as a factor of <br />
competitiveness, life quality and cohesion. <br />
<br />
Measures <br />
<br />
6.1. Logistic <strong>Portugal</strong> Driver <br />
<br />
• Development of the <strong>National</strong> Logistics System <br />
o The development of the <strong>National</strong> Network of Logistic Platforms will <br />
allow the country to improve its ranking in the <strong>European</strong> logistics <br />
distribution centres. <br />
o By developing the network of platforms, <strong>Portugal</strong> will increase its <br />
logistics capacity, serving the main traffic of goods from or to the <br />
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71
<br />
<br />
<br />
<br />
national market, covering more than 98% of the economy and <br />
population. <br />
o The <strong>National</strong> Network of Logistic Platforms will: <br />
Boost current traffic and allow new traffic to be obtained, <br />
generating a 16% increase in the national port activity; <br />
Boost the increase in the global overall cargo circulating in the <br />
country by 3%; <br />
Foster the efficiency and productivity of logistics operators, <br />
leading to a 10% reduction in logistics costs and consequently <br />
a rise in national competitiveness; <br />
Enable the economy to be stimulated by the creation of over <br />
15,000 work posts ; <br />
Creates conditions to raise the share of freight transport by <br />
rail and by sea, contributing to the reduction of emissions and <br />
hence to the compliance with the Kyoto targets. <br />
• Implementation of the High Speed Rail Network The High Speed Rail <br />
Network (RAV) will have a very significant impact on the Portuguese <br />
economy and it is forecast that in accumulated terms and on a 30year time <br />
horizon: <br />
56,000 permanent work posts will be created; <br />
Private investment will raise by 126,000 million euros; <br />
GDP will rise by 121,000 million euros. <br />
<br />
Other benefits identified in the project are linked to the urban and territorial <br />
dynamics generated. The main vector of change is introduced by the <br />
reduction of distances, measured in the time of the journey, promoting <br />
greater social, economic and territorial cohesion. Indeed, the future of the <br />
network will enable more than half the population living in <strong>Portugal</strong> to move <br />
between the main national urban centres in a travel time of 2 hours or less <br />
and if we use a 3 hour journey as our reference about 90% of the population <br />
will benefit from this accessibility. <br />
The RAV project will make a strong contribution to the increase of mobility in <br />
<strong>Portugal</strong> and to regional development and will lead to a significant decline in <br />
the territorial asymmetries that currently exist; it will give great momentum <br />
both to R&D in its areas of technological and industrial intervention and <br />
development in <strong>Portugal</strong>, and also to international trade by bringing <br />
<strong>Portugal</strong> closer to the rest of Europe; it will have a significant impact on the <br />
evolution of the quota of rail traffic which could treble in the space of 30 <br />
years, considering medium and long distance journeys on the Lisbon /Porto <br />
and Lisbon /Madrid lines, and contribute decisively to the sustainable <br />
development of the country. The RAV project will lead to a significant <br />
reduction in energy consumption, in the polluting emissions and in road <br />
accidents. <br />
<br />
72
<br />
<br />
<br />
<br />
• Improving the regulation of the port system. The start of operations of a <br />
Single Port Window (JUP) in the Port of Leixões, Lisbon and Sines is a highly <br />
valuable strategic instrument for the competitiveness of the ports. <br />
<br />
In addition to the direct operational benefits which significantly reduce the <br />
direct administrative costs of the economic agents using the ports, be it the <br />
naval or freight component, there is also a series of benefits that can be <br />
applied with a broader strategic horizon. <br />
The “Single Port Window” is translated through the existence of a single port <br />
system, or one‐stop‐shop, that simplifies the interface of the ship‐owners <br />
with the different entities and which reduces the port transit time and <br />
customs despatch from 3 or 4 days to just a few hours thanks to the <br />
“electronic dispatch of goods”. <br />
• PORTMOS – Integration of the port system in the Sea Highways (AEM). <br />
<strong>Portugal</strong> has an extensive sea border and is located at the confluence of the <br />
main North/South and East/West routes of the west Atlantic coast and it has <br />
always been committed to implementing projects related to the Sea <br />
Highways (AEM), with the creation and development of the PORTMOS <br />
project — “Integration of <strong>Portugal</strong>’s maritime and port system in the sea <br />
highways’, approved by the <strong>European</strong> Commission in the scope of RTE‐T <br />
financing. <br />
<br />
The AEM concept introduced in White Paper “The <strong>European</strong> Transport Policy <br />
for the <strong>2010</strong> Horizon: The Time to Choose” approved in 2001, is linked to the <br />
development of inter modal transport and the promotion of intra‐community <br />
maritime transport. Using the success factors for the increase in road <br />
transport of freight over recent decades, it strives to transpose the principles <br />
of continuity, standardisation and simplification to maritime transport as <br />
these are vital to reducing the operation costs of maritime transport and <br />
ensuring its competitiveness and the modal transfer of a large part of the <br />
trajectories. <br />
The AEM assumed decisive importance in the <strong>European</strong> Union when they <br />
began integrating the Trans <strong>European</strong> Transport Network (RTE‐T), identified <br />
as projects of common interest, based on the improvement of existing links <br />
and new maritime links, with regularity and predetermined frequency, that <br />
could reduce bottlenecks on land and/or improve the accessibility of insular <br />
and peripheral regions thereby ensuring cohesion and economic, social and <br />
environmental growth within the community space (Decision no. <br />
88412004/EC). <br />
<br />
It is therefore important to emphasise that the development of the AEM is <br />
linked to the cohesion and growth of the <strong>European</strong> Union as a whole, which <br />
intends to strengthen the supply of inter modal transport, in search of the <br />
<br />
73
<br />
<br />
<br />
<br />
<br />
most suitable means of transport for the circulation of goods from their <br />
starting point to the destination, efficiently and without breaches in cargo or <br />
constraints, in a logistic chain where maritime transport plays a key role. <br />
The modal transfer and the reduction of bottlenecks on the main roadways <br />
will be a natural consequence of this logistic chain of transport and a relevant <br />
factor for the promotion of sustainable development. <br />
• Vessel Traffic System (VTS) – Monitoring of navigation along the Atlantic <br />
coast. The VTS system enables the competitiveness of the Portuguese <br />
economy to be improved along with the safety of maritime traffic on our <br />
coast and territorial waters and also the accessibility from the side of the sea <br />
to the ports on the continent. <br />
This system permits the increase in the flow of maritime traffic and <br />
monitoring of ships, with the possibility of screening all their movements, <br />
thus reducing the risk of collisions and assuring compliance with the <br />
international conventions and regulations. <br />
It is estimated that a system like VTS can bring about a 65% reduction in <br />
maritime accidents on the coasts of the continent with the resulting decline <br />
in the loss of human life. In economic terms, the VTS system will: <br />
Improve the efficiency of port activities; <br />
<br />
<br />
<br />
Promote the development of the economy; <br />
Provide support for the more effective control and supervision <br />
of fishing activities on the coast and other economic activities; <br />
and <br />
Contribute to a better use of the Portuguese Exclusive <br />
Economic Zone. <br />
<br />
In the context of the mplementation of VTS System, there has been analyzed the VTS <br />
projects in Madeira and Azores islands, in order to provide them the VTS coast <br />
system. In <strong>2008</strong>, it is been expected the review of the studies to the enlargement of <br />
VTS System of Azores and Madeira islands, aiming the contractualization and <br />
installation of VTS System in the islands by 2009. <br />
<br />
<br />
6.2. Cities Policy <br />
<br />
• Urban Networks for Competitiveness and Innovation. This measure shapes a <br />
process of structured cooperation between municipalities, public entities and <br />
private entities that proposes developing and implementing a joint Strategic <br />
Plan for urban development centred on the territorial factors of knowledge, <br />
competitiveness and innovation. It aims to support the affirmation of cities as <br />
hubs of knowledge, innovation and competitiveness networks of national or <br />
international scope, to promote a boost in the greater economic functions of <br />
<br />
74
<br />
<br />
the cities by obtaining, by means of networking, thresholds and synergies for <br />
the upgrading of technological infrastructures and the development of <br />
factors to attract innovative and competitive activities, to stimulate <br />
cooperation among Portuguese cities and between these cities and scientific <br />
institutions and higher education so as to maximise the share of resources, <br />
potentials and knowledge and valorising factors of differentiation, to <br />
promote the insertion of cities in international networks and reaffirm their <br />
international image and to optimise the potential of infrastructures and <br />
facilities from a network perspective. <br />
• Partnerships for urban regeneration. This measure configures a structured <br />
and formal process of cooperation between entities that propose to develop <br />
and implement a joint Action Programme for the regeneration of a specific <br />
area of a city. The aim is to foster cohesion and social inclusion, the <br />
integration and equal opportunities of the different communities that make <br />
up the city, stimulate the socio‐economic revitalisation of rundown urban <br />
spaces, upgrade the urban environment and the key factors for the quality of <br />
life of the population, make the cities more attractive by conserving and <br />
valorising the spaces of urban excellence, strengthening citizens’ <br />
participation and innovating forms of urban governance through the <br />
cooperation of the various urban actors. <br />
• Innovative Actions for Urban Development. This measure aims to bring <br />
dynamics to innovative solutions responding to urban demands and <br />
problems, centred in particular on the efficiency and re‐use of the existing <br />
infrastructures and facilities, on the exploitation of opportunities offered by <br />
new technologies, on the empowerment of the local communities and on the <br />
development of new public‐private partnerships. It is targeted at the support <br />
of pilot projects that aim to develop or transfer solutions for application in <br />
the Portuguese cities that have not yet been tried out nationally or, where <br />
this has happened with positive results, need applying on a larger scale to <br />
stimulate their replication. Preference is given to: rendering of proximity <br />
services; urban accessibility and mobility; security, risk prevention and <br />
combating crime; management of public spaces and buildings; sustainable <br />
construction; urban environment; creativity and entrepreneurship in the <br />
valorisation of territorial resources; and urban governance with increased <br />
participation of citizens and economic players <br />
<br />
<br />
<br />
6.3 – Land Use Planning: Information Infrastructures <br />
<br />
• SINERGIC – LAND register – <strong>National</strong> System for the Exploitation and <br />
Management of Geographic Information – strives to promote a coordinated, <br />
effective and sustained implementation, management and exploitation of the <br />
land register information; this is the basis of the national system of <br />
geographic information, providing data that is the base of other kinds of <br />
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statistics and information structures in which the localisation is the common <br />
referential. The existence of a register serves as a transversal support to <br />
numerous kinds of statistics and information structures and is a key vector <br />
for the administrative modernisation and debureaucratisation of processes <br />
and procedures and for the increase in the transparency of public decision <br />
making processes. <br />
<br />
• SNIT/ Land Use Planning and Urbanism Portal. The aim of this project is the <br />
on‐line access to territorial planning instruments, the on‐line availability of <br />
systematised alphanumeric and graphic information on the territorial <br />
management system in the DGOTDU Website, which will include the <br />
possibility of consulting the territorial management instruments in force and <br />
the current situation of the respective preparation, alteration and revision of <br />
procedures, as well as collaborative platforms to monitor the territorial <br />
management procedures. <br />
• Virtual maps. Based on the agreement signed between the Portuguese <br />
geographic Institute and Microsoft allowing the aerial images of the whole <br />
country to be made available on the Virtual Earth platform, the central Public <br />
Administration benefited from the free licensing of the programming <br />
interface of Virtual Earth, which is a resource of enormous potential for the <br />
organisation, management and exploitation of Geographic Information by <br />
the Administration, for the interaction between various Public Administration <br />
entities and their relations with citizens and for the development of highly <br />
innovative services. <br />
<br />
6.4 – Upgrading and Valorisation of Endogenous Resources <br />
<br />
• Integrated Operations for the Upgrading and Valorisation of the Coast – <br />
Coastal Polis– Encompasses a set of upgrading and valorisation operations in <br />
risk zones and rundown natural areas on the coast. The main aims of these <br />
interventions are to strengthen the capacity of the natural resources as a <br />
factor of competitiveness, by means of the valorisation of economic activities <br />
linked to coastal resources, associating them to the preservation of the <br />
natural resources; protecting and upgrading the coastal zone, with a view to <br />
the defence of the coast, promoting the conservation of nature and <br />
biodiversity, the a naturalisation and restructuring of lagoon zones and the <br />
preservation of the natural heritage and landscape; preventing and <br />
defending people, goods and systems from natural risks; fostering the public <br />
enjoyment of the coast, supported on the upgrading of bathing areas and the <br />
environmental and cultural heritage. Three priority intervention areas have <br />
been defined: North Coast, Ria de Aveiro and Ria Formosa. <br />
<br />
• PROVERE – Programme for the economic valorisation of endogenous <br />
resources, aims to stimulate the initiatives of economic agents oriented <br />
towards improving the territorial competitiveness of low density areas with <br />
the purpose of giving endogenous resources economic value that will tend to <br />
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be imitated in the territory: natural resources, historic heritage, traditional <br />
knowledge, etc. This instrument, which is specifically targeting territories <br />
with fewer development opportunities due to low density – population, <br />
institutional, economic activities, etc. – intends to implement action <br />
<strong>programme</strong>s constructed in partnership and framed in medium and long <br />
term development strategies, that make a decisive contribution to <br />
strengthening the economic base and to making the target territories more <br />
attractive. PROVERE is one of four kinds of collective efficiency strategies <br />
foreseen in the NSRF. Each of these strive to stimulate the emergence of <br />
initiatives fostering coherent and strategically justified competitiveness, <br />
integrated in a plan of action that provides structured stimulus for the <br />
appearance of economies of agglomeration notably by means of cooperation <br />
and network operating among companies and between these companies and <br />
other relevant players for the development of sectors to which the territories <br />
in question belong. <br />
• Continued implementation of the Rural Development Programme for the <br />
2007/2013 period (PRODER), and which comprehends 6 measures and 15 <br />
actions aimed at “fostering competitiveness”; 4 measures and 19 actions <br />
aimed at the “sustainable management of the rural space"; 5 measures and 7 <br />
actions aiming at "boosting the dynamics of rural zones"; 3 measures and 4 <br />
actions aiming at "promoting knowledge and the development of skills" 15 . <br />
Around 35% of the actions of the <strong>programme</strong> in progress. <br />
• Implementation of the <strong>National</strong> Strategy for the Sea – encompassing the <br />
following Programmes: <br />
1. Planning and Organisation of Maritime Spaces and Activities <br />
2. Information and Knowledge Network for the Sea <br />
3. Surveillance, Security and Defence for the Sea <br />
4. Communication and Raising Awareness about the Sea <br />
5. International Cooperation for the Sea <br />
The following Action Plans were launched and are being implemented in <br />
<strong>2008</strong>: <br />
• Plan for the Organisation of Maritime Space; <br />
• Simplification of Procedures and Licensing of Maritime Activities <br />
• Environmental Monitoring of the Exclusive Economic Zone; <br />
• Information System for Marine Biodiversity; <br />
• Network of Protected Marine Areas <br />
• Definition of the Terms for the Constitution of the Ocean <br />
Consortium; <br />
<br />
15 http://www.gpp.pt/drural <br />
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• Updating of the Clean Sea Plan; <br />
• Awareness campaign and promotion activities on the sea; <br />
• Inclusion of the subject of the Sea in the Project Area and in <br />
Educational Resources. <br />
• International Cooperation for the Sea (CPLP) <br />
<br />
6.5. Water and Sewerage <br />
<br />
• Continued Execution of the Strategic Plan for Water Supply and Sewerage <br />
2007‐2013 (PEAASAR II) by means of strengthening the water supply and <br />
sewerage so as to secure the right levels necessary for the population and a <br />
service that is reliable and of high quality. <br />
<br />
This Plan defines objectives and proposes a set of measures to be developed <br />
in order to achieve each of these objectives. <br />
<br />
To this end and with a view to obtaining the most effective solution to the <br />
problems that remain, the Strategy proposes an extended model of <br />
partnership between the State and Local Authorities, the concentration of <br />
which will depend on the interest of both parties. It consists of the <br />
integration of the so‐called “lower slope” infrastructures in Multi‐municipal <br />
systems that exist or are to be formed; the integration will be made in line <br />
with conditions yet to be agreed. Notwithstanding the strategic role reserved <br />
for the concessionary companies of the Multi‐municipal systems of the AdP <br />
Group, SGPS, as a public policy instrument for the sector, the strategy also <br />
pledges in the private sector for both management and financing. The <br />
Strategy will be implemented between 2007 and 2013, and the investment <br />
foreseen for this will be assured by means of own capital (companies), bank <br />
loans (<strong>National</strong> Banking and EBI) and community funding through the NSRF <br />
<br />
During <strong>2008</strong>, the necessary studies will be conducted to define the <br />
partnership to be constituted between the State, through AdP, and the <br />
various municipalities which showed an interest in a possible partnership <br />
with the concessionary companies. These studies will be completed by the <br />
end of the year. <br />
<br />
The 2009 ‐<strong>2010</strong> period will be vital to the success of the creation of <br />
partnerships, the implementation of the strategy and will be the start‐up <br />
period for all the measures adopted. <br />
<br />
6.6. Digital infrastructure ‐ Broad band <br />
<br />
• Promotion and development of New generation Community Networks. <br />
Promoting the creation of Community Networks as public broadband <br />
networks in disadvantaged regions or where there are shortcomings in the <br />
telecommunications market, notably where it is difficult for the market to <br />
introduce New Generation Networks, which must be technologically neutral <br />
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and supply identical access to all operators bidding for their exploitation. The <br />
aim is also to develop the use of the fibre optic networks already built in the <br />
ambit of the Digital Cities and Regions projects. <br />
• e‐Science Infrastructures. Boost and develop new e‐Science infrastructures <br />
accessible throughout the territory and including the high performance <br />
network for research and education (RCTS), the digital scientific libraries, the <br />
information repositories and the open access scientific data, the computing <br />
Grid and super computing, and the platforms for distance research work. <br />
• Network of Internet places as community centres for socialising and learning <br />
new technologies, with emphasis on the peripheries of urban centres. <br />
Development of “community spaces” based on already existing and new <br />
internet places so as to foster the link to urban and rural communities, with <br />
both intramural and extramural activities, with a view to new technology <br />
based socialisation and stimulating associative activities, electronic democracy <br />
and learning by means of the Internet. <br />
<br />
• Network of Living Science Centres. Development of Living Science Network as <br />
an infrastructure for the promotion of the scientific and technological culture <br />
in the territory, to stimulate the interest of the young for scientific and <br />
technical careers and to facilitate the population’s appropriation of new <br />
technologies and knowledge. <br />
<br />
<br />
<br />
6.7. School Network <br />
<br />
• Rehabilitation Programme for schools. The reshaping of the network from <br />
the perspective of creating school centres involves two distinct kinds of <br />
intervention, in accordance with the territorial and social context in which <br />
they are located. <br />
<br />
o Intervention in urban areas. Factors will be analysed such as the <br />
existence or not of an expansion and development plan of the urban <br />
fabric where each school is located so as to justify the decision to <br />
build a new school or carry out the structuring upgrading of the <br />
school space, namely by extending the existing installations; <br />
<br />
o Intervention in rural zones. Focus is given to upgrading/extending or <br />
building one or more school centres in areas which are geographically <br />
in the centre of other small basic schools of the 1st cycle. <br />
<br />
The rehabilitation Programme for schools foresees intervention in 600 <br />
schools by <strong>2010</strong>. <br />
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#3 PART <br />
OUTCOME OF PNACE <br />
EXECUTION 2005‐<strong>2008</strong> <br />
Main Results in 2007‐<strong>2008</strong> <br />
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INDEX <br />
<br />
<br />
<br />
Introduction ................................................................................................................... 3 <br />
<br />
Macro level .................................................................................................................... 6 <br />
Sustainability of Social Security Driver .......................................................................... 12 <br />
Modernisation of Public Administration Driver ............................................................ 13 <br />
<br />
Micro level .................................................................................................................... 20 <br />
Knowledge and Innovation Networks Driver ................................................................ 38 <br />
Connecting <strong>Portugal</strong> Driver ........................................................................................... 41 <br />
Energy Driver ................................................................................................................ 45 <br />
Logistical <strong>Portugal</strong> Driver .............................................................................................. 49 <br />
<br />
Qualification Employment & Social Cohesion Level ................................................... 57 <br />
Valorisation of Primary Schooling Driver...................................................................... 74 <br />
New Opportunities Driver ............................................................................................ 75 <br />
Proximity Communitarian Services Network Driver .................................................... 78 <br />
<br />
2
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INTRODUCTION <br />
<br />
<br />
In order to emphasise the evaluation of the implementation of the Lisbon Strategy – <br />
<strong>National</strong> Plan for Growth and Employment 2005‐<strong>2008</strong> – and to systematically frame <br />
the monitoring of the <strong>reform</strong>s taking place, nine “impact drivers” were defined within <br />
the Macro, Micro and Employment dimensions, in compliance with the directives of <br />
the Renewed Lisbon Strategy. <br />
<br />
Therefore, and in accordance with what was defined by the <strong>European</strong> Commission in <br />
its guide for the preparation of the October <strong>2008</strong> <strong>National</strong> Reports, the following is a <br />
presentation of a performance analysis of the main <strong>reform</strong> processes in the last twelve <br />
months, favouring those “impact drivers”. <br />
<br />
The performance analysis is structured in those three levels, with the main results <br />
being presented in each, organised in some cases by intervention area so as to clarify <br />
the evolution of the <strong>reform</strong> taking place. At the end of each level, the results are <br />
developed within the scope of each driver included in it. <br />
<br />
Considering the goals set, the situation is globally the following: <br />
• Consolidate public accounts and, in the horizon of <strong>2008</strong>, reduce <strong>Portugal</strong>’s <br />
public deficit to 2.6% of the GDP – from a deficit of 6.1% in 2005 to 3.9% in <br />
2006 and 2.6% in 2007. <br />
• Encourage economic growth, reach a GDP annual growth rate of 2.4% ‐ the <br />
growth rate was 0.9% in 2005, rose to 1.4% in 2006. An actual growth of 1.9% <br />
was registered in 2007. However, the international situation does not allow the <br />
proposed objective to be considered feasible (see macro level results further <br />
on). <br />
• Promote the incorporation of R&D results in the productive processes, <br />
reinforce public investment in Scientific Research (up to 1% of the GDP) and <br />
triple private investment in R&D, which in 2003 was only 0.24% of the GDP. <br />
Public budget for GDP has doubled in <strong>2008</strong> compared to 2003, exceeding 1% of <br />
the GDP for the first time. A still greater growth of private investment in R&D is <br />
foreseen, to be confirmed by the results of the Survey to <strong>National</strong> Scientific and <br />
Technological, taking place. <br />
<br />
• Promote job creation, attract and retain the greatest number of people in <br />
employment, reach a global employment rate of 69% ‐ the employment rate <br />
went from 67.5% in 2005 to 67.8% in 2007; this figure makes it difficult to <br />
guarantee the established goal in <strong>2008</strong> but is maintained over the EU 27 <br />
average (65.4% in 2007). <br />
<br />
Therefore, and considering the four great national priorities, it can be said that it <br />
significant progress has been made in each one of them, without undermining the <br />
importance of continued efforts in these domains: <br />
<br />
3
a) Consolidation of public accounts <br />
<br />
In June <strong>2008</strong>, a year earlier than forecast, the proceedings for excessive deficit taken <br />
against <strong>Portugal</strong> in 2005 was terminated. The budget consolidation process initiated in <br />
2005 allowed a considerable part of budgetary imbalances to be corrected. The public <br />
accounts deficit in 2007 was at its lowest for the last 30 years, which allowed the <br />
budgetary target in <strong>2008</strong> to be lowered to – 2.2% of the GDP. <br />
<br />
b) Reform of Public Administration – simplify company life <br />
<br />
Public Administration <strong>reform</strong> took relevant steps, both in the area of restructuring and <br />
modernising its management and in administrative simplification and the <br />
improvement in the relationships of companies and citizens with the Administration <br />
was of particular significance. <br />
<br />
These results were recognised and made an impact on <strong>Portugal</strong>’s positioning in various <br />
international rankings, namely the <strong>European</strong> Commission eGovernment Ranking on <br />
availability and sophistication of online public services (2007), where <strong>Portugal</strong> appears <br />
in the 3 rd and 4 th place among EU27. <strong>Portugal</strong> has also 100% of the services to <br />
companies available online, the same what concerns to the sophistication level. <br />
<br />
<br />
c) S&T and Innovation <br />
<br />
For the first time in Portuguese history, the public budget for research and <br />
development exceeded 1% of GDP in <strong>2008</strong>, reinforcing the compromise made by the <br />
Government to give priority to national scientific and technological development (it <br />
was 0.78% of the GDP in 2007). This effort, combined with the reinforcement of <br />
human resources in Science and Technology, by doubling in 2005‐2007 the number of <br />
new PhDs and post PhDs, compared with the last triennial and the promotion of <br />
scientific employment supporting the hiring of over 700 new doctorates, enabled the <br />
national scientific production to be significantly higher than the last few years, <br />
reaching a total of 6,655 publications referenced internationally in 2006 (circa 630 per <br />
million inhabitants), which represents a 45% growth in the last three years. <br />
Furthermore, the number of Portuguese patents registered in the <strong>European</strong> Patent <br />
Office and the United States Patent Office also increased 90% and 70%, respectively, <br />
between 2005 and 2007. Additionally and culminating a persistent evolution since the <br />
mid 1990s, the monthly figures of the technological balance were systematically <br />
positive in 2007, demonstrating the boost in technologically based services export in <br />
<strong>Portugal</strong> and, therefore, the increased technological capacity of the Portuguese <br />
companies and their affirmation internationally. <br />
<br />
d) Qualification <br />
<br />
In addition to continuing to implement the New Opportunities Initiative (see New <br />
Opportunities Driver), the Reform of Vocational Training and the Reform of Primary <br />
and Secondary Schooling (see Valorisation of Primary Schooling) and the Reform of <br />
Higher Education, the Government has been implementing other measures at the <br />
4
level of sustainability of education and training (e.g. the evaluation and autonomy of <br />
schools), in terms of quality (teacher training, <strong>National</strong> Reading Plan, amongst others) <br />
and also other measures with an impact only visible in the longer term, such as the <br />
broadening and consolidation of pre‐school, curricular enrichment and the extension <br />
of school timetables. <br />
<br />
In the last twelve months, we note the start‐up of the implementation of the NSRF, <br />
given its strategic importance for the execution of the Lisbon Strategy as the <br />
investments foreseen in this area are strongly oriented towards the objectives and <br />
goals of this Strategy. Therefore, about 10 months following the <strong>European</strong> <br />
Commission’s approval of the NSFR Operational Programmes, of the roughly 10,000 <br />
applications approved until the end of August <strong>2008</strong>, totalling around €3300 million of <br />
community investment funds, it is found that 90% of the foreseen investment is <br />
included in the categories of expenses that are “friends” of the Lisbon Strategy <br />
(“earmarking”). <br />
<br />
It is noted that the particularly high figure for earmarking registered to date reflects <br />
the fact that the tenders or application periods started at this stage have mainly <br />
involved the intervention typologies closely connected to the objectives and priorities <br />
of the Lisbon Strategy, namely regarding the qualification of the Portuguese and above <br />
all in the framework of the Human Potential OP, as well as to the fostering of <br />
innovation and the stimulation of company investment in improving their <br />
competitiveness within the scope of Competitiveness Factors OP and also the <br />
Continent Regional OP. <br />
<br />
The implementation of the Bologna Process has evolved very significantly in the last <br />
few years; the majority of higher education courses opening places in 2007‐<strong>2008</strong> were <br />
already adapted to the Bologna Model. The integral conclusion of this process is <br />
foreseen for 2009‐<strong>2010</strong>. During this period the number of new graduates from the <br />
scientific and technological areas has been increasing significantly, reaching 18.8 per <br />
1000 of the population aged between 20 and 29 years for the first time in 2007, thus <br />
exceeding the <strong>European</strong> average; at the same time, the number of new PhDs in <br />
scientific and technological areas increased in 2007 to 0.42 per 1000 of population <br />
aged 25 to 34 years (the figure for 2001 was 0.3). <br />
<br />
5
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MACRO LEVEL<br />
<br />
<br />
The improvement in the quality of public finances, with emphasis on its long term <br />
sustainability, and the creation of a stable macroeconomic environment that favours <br />
economic growth, remained as the main strategic objectives within the <br />
macroeconomic area in the last year. <br />
<br />
In June <strong>2008</strong>, a year earlier than forecast, the proceedings for excessive deficit taken <br />
against <strong>Portugal</strong> in 2005 was terminated. The budgetary consolidation process initiated <br />
in 2005 enabled the correction of a considerable part of the budgetary imbalance. In <br />
2007, the public accounts deficit was the lowest for the last 30 years. More than half of <br />
the 3.5 percentage point (p.p.), reduction in the deficit in relation to GDP registered in <br />
2006 and 2007 (from 6.1% to 2.6% of the GDP), resulted from the decreased weight of <br />
public expenditure in the GDP. Also the weight of public debt in the GDP was reduced <br />
in 2007, parallel to the evolution of the budgetary deficit; this stood at 63,6% (‐1,1 p.p. <br />
than in 2006), thus interrupting the upward trend of the six previous years. Given the <br />
good results which were obtained, the budgetary target for <strong>2008</strong> was revised to ‐2.2% <br />
of the GDP (previously ‐2.4%). <br />
<br />
On the other hand, the <strong>reform</strong>s taken in the social security systems, both in the <br />
general regime and the social security regime for public servants, enabled the <br />
reduction of the sustainability risk associated with the evolution of public expenses <br />
which are sensitive to the aging of the population (namely, pension expenses), <br />
removing <strong>Portugal</strong> from the group of “high risk” countries, favouring the long term <br />
sustainability of pubic finances (see “Social Security Sustainability Driver” Box), through <br />
the maintenance of the public social security system, that will assure the pensions of <br />
the Portuguese workers in the long‐run, guaranteeing the social security sustainability, <br />
protecting the longer careers (through active retirement policies) and protecting low <br />
income pensioners (stimulating positive discrimination policies in the pension’s <br />
calculation. <br />
<br />
In 2007, the Portuguese economy accelerated in relation to the previous year, with the <br />
GDP growing 1.9% in real terms (1.4% in 2006). However, the international economic <br />
situation has since taken a downturn mainly due to the prolonged disturbance in the <br />
international finance markets and to the bullish oil and food prices; this led to a <br />
deterioration of the contribution of the net external demand and in a moderate <br />
acceleration of the price growth during the first half of <strong>2008</strong> in <strong>Portugal</strong>. It is worth <br />
stressing that the growing rhythm of prices in <strong>Portugal</strong> has been below the euro zone <br />
average and in the last few months the national inflation rate remained the second <br />
lowest of these countries. <br />
<br />
The national finance system has maintained a solid financial structure and effective <br />
supervision; we note in particular the capacity of Portuguese banks to adapt the <br />
unfavourable conditions of the finance markets. <br />
<br />
6
The Government has strengthened its focus on the implementation of the <strong>National</strong> <br />
Reform Plan, articulated within the macroeconomic, microeconomic and employment <br />
areas, in the awareness that <strong>Portugal</strong> is not able to influence the international <br />
economic evolution and the external structural clashes, and the belief that the national <br />
economy still needs to make real adjustments to its structure so as to create a more <br />
favourable environment for entrepreneurship and to increase productivity, economic <br />
growth and employment. <br />
Therefore, in the macroeconomic domain, the structural <strong>reform</strong>s implemented last <br />
year concentrated on modernising one of the main vehicles of governing action – <br />
Public Administration – in the fields of management methods and rules, administrative <br />
simplification and Improved Services for Citizens and Companies (see “Modernisation <br />
of Public Administration Driver” Box), in the rationalisation and control of the use of <br />
public resources in the Health sector, fighting fraud and fiscal and tax evasions, in the <br />
reinforcement of the sustainability of the State Business sector, in the revision of the <br />
budgetary frameworks and the reduction of the payment deadlines to suppliers from <br />
public entities. <br />
<br />
It is also important, within the macro domain, to point out a set of actions and results, <br />
outside the social security and Public Administration modernisation sustainability <br />
drivers, of which the following stand out: <br />
<br />
1.1. Rationalisation of the Use of Public Resources: Efficiency and <br />
Expenditure Control in Health <br />
<br />
With the aim of improving Health care in <strong>Portugal</strong> and its sustainability, the <br />
Government has been promoting a rationalisation policy in the use of public resources <br />
connected with the health area, based on cost control at the macro level and increased <br />
efficiency at a micro level. <br />
<br />
Of the initiatives within the areas of prevention, access and assistance quality, <br />
emphasis goes to the Heath 24 Call Centre and Internet service which aims to improve <br />
the access to health care and rationalise resources, the investment in information <br />
systems to improve epidemic vigilance and the definition of clinical quality indicators. <br />
<br />
Efficiency measures were implemented at a macro level with a view to promoting the <br />
financial sustainability of the <strong>National</strong> Health Service, such as: reinforcing the <br />
contractual process with the providers, with quantified objectives for the evolution of <br />
costs and results which, if not fulfilled, will carry financial penalties, the electronic <br />
centralisation of budgetary control information; the implementation of a strict <br />
prescription drug policy, with a reduction in the public selling price (e.g. Ordinance <br />
nr.1016‐A/<strong>2008</strong>, of September 8th, determines the reduction, as a rule, of 30% of the <br />
maximum public selling price of the generics approved by 31st March <strong>2008</strong>), <br />
implementation of rules and procedures for the introduction of innovation, <br />
continuation of the hospital drug <strong>programme</strong> with emphasis going to the installation of <br />
the first hospital pharmacy open to the general public distributing single‐dose pills (in <br />
trial mode) and the introduction of monitoring mechanisms for medication <br />
expenditure, both at hospital and outpatient care level. <br />
7
Continuity was given to the implementation of efficiency measures at a micro level, <br />
namely the restructuring of the primary care network with a reconfiguration of the <br />
current health centres through the creation of family health units (smaller and more <br />
flexible structures), 142 operational at this moment, and the aggregation of <br />
management resources and structures. The restructuring of the secondary care <br />
(hospitals) network is under way with the <strong>reform</strong> of the national maternity and <br />
emergency network. The process of adopting the business management model in <br />
hospitals was also reinforced with the transformation into EPE of over ten entities in <br />
2007 and 7 entities in September and October <strong>2008</strong>. A network of continuing care is <br />
being developed parallel to this. <br />
<br />
The following processes were reinforced: strategic hospital planning, integrated <br />
monitoring of performance with electronic availability of management information <br />
with a monthly periodicity and a systematic follow up of performance; internal control <br />
model based on the best international practices; introduction of the figure of the <br />
internal auditor in each hospital unit and the conducting of external audits on the <br />
Hospitals. The use of shared services is also being stimulated with three company <br />
complementary groupings being set up in 2007 (We Are People, We Are Purchases and <br />
We Are Bills). It is foreseen that the purchase and logistic centre of SUCH will achieve <br />
savings of 8.2 million Euros in <strong>2008</strong>, first year in operation. <br />
<br />
The economic and financial results of the several measures undertaken are <br />
noteworthy; in 2006 and 2007, for the first time in decades, it was not necessary to <br />
resort to budgets amendments in the NHS which was also the result of realistic <br />
budgeting. Therefore, the financial situation of the NHS was close to the budgetary <br />
balance in these last 2 years. Cost control was noteworthy at both the level of primary <br />
care and the level of hospitals, namely EPE hospitals whose total costs decreased by <br />
more than 1% and operating costs grew less than 2% in 2006 compared with 2005, and <br />
unlike the two‐digit growth of the last few years. In 2007 total costs decreased by <br />
0.6% and there was a slight increase in operating costs of 0.9%. <br />
<br />
The efficiency increase in the expenditure is demonstrated by the fact that, parallel to <br />
cost control, it was possible to increase citizen access; this was due to increased <br />
production, namely outpatient care, and to a 20% reduction in the average time of <br />
waiting list for surgery from 2005 to 2006 and a 35% reduction from 2006 to 2007 <br />
(about 49% of 2005 compared with April <strong>2008</strong>). <br />
<br />
1.2. Fighting Fraud and Fiscal and Tax Evasion <br />
<br />
Strengthening the fight against fraud and fiscal evasion is a priority area within the <br />
scope of fiscal policy over the last year, with focus on the publication, in this ambit, of <br />
Decree‐law nr.29/<strong>2008</strong> dated February 25th, regarding the prevention and fight <br />
against abusive fiscal planning, which foresees a set of duties to report, inform and <br />
clarify actions with the Tax Administration by promoters of fiscal planning, namely <br />
credit institutions and other financial institutions, independent auditors and <br />
independent auditor companies, lawyers, law companies, solicitors, solicitor <br />
companies, accountants and other entities which provide accounting services. <br />
8
<br />
Considering the outcome of fighting fraud and fiscal evasion in 2007, emphasis goes to <br />
the annual increase in the voluntary regulation of corrections to the tax base (29%) <br />
and back tax (28%), the 16% rise in the amounts of back tax directly found by the DGCI‐<br />
Directorate General for Taxation (around 975 million Euros), the additional charges <br />
made by the DGAIEC – Directorate General for Customs and Excise Taxes of around <br />
24.7 million Euros, the annual rise of 6% in enforced collection (1633 million Euros), <br />
the regularisation of fiscal debts to the sum of 242 million Euros within the scope of <br />
the process leading to the publication of lists of debtors, and the reduction of the <br />
established debt to 3.1 million Euros (resulting from an increase in voluntary <br />
payments). <br />
<br />
Improvements in the efficiency of the collection of social contributions was continued <br />
in order to strengthen the sustainability of the Social Security System. In 2007, within <br />
the ambit of the <strong>National</strong> Plan of the Prevention and Fight against Fraud and <br />
Contributory and Service Provision Evasion, special attention was given to the fight <br />
against evasion and to crime. The results from 2007 show a 31.7% increase in the debt <br />
collected (to 313.7 million Euros). Compared to 2004, the collected debt increased by <br />
377% (2004: € 65.7m; 2005: € 129.4m; 2006: € 238.3m; 2007: € 313.7m). <br />
<br />
1.3. Reinforcing the Sustainability of the State Business Sector <br />
<br />
Within the scope of the State Business Sector (ESS), the revision process of the <br />
legislative framework was continued, aiming for a better control of the activity of <br />
companies with State participation, a greater transparency in their relationship with <br />
citizens and the link between the salaries of public managers and the results achieved <br />
by the companies by means of a previous contract setting out targets and objectives. <br />
Therefore, after the approval of the New Statute of Public Manager (decree‐Law <br />
nr.71/2007, dated March 27th), the approval of the good governance principles for <br />
companies from the State business sector (Council of Ministers Resolution nr.49/2007, <br />
dated March 28th) and the revision of the juridical regime of the business sector <br />
(Decree‐Law n.300/2007 dated August 23rd), the strategic guidelines for the ESS were <br />
approved in March <strong>2008</strong> (taking into account the articulation of their activity with the <br />
sectorial strategic policies defined by the Government, social responsibility, respect for <br />
the operation of market rules and for consumers, and economic, financial and <br />
environmental sustainability). <br />
<br />
On the other hand, the process of setting strategic objectives for EES companies was <br />
initiated, with emphasis going in this area to the five port Administrations, Carris, CTT <br />
and EP – Estradas de <strong>Portugal</strong>, Parpública, STCP, TAP, Transtejo, NAV, ANA and EDAB, <br />
by signing management contracts with the respective management boards in which <br />
the annual and pluriannual objectives are defined; this aimed to emphasise <br />
management professionalism and the development of a culture geared to <br />
performance. <br />
<br />
Finally, a new juridical regime was implemented, applicable to the concession of public <br />
subsidies (Decree‐Law nr.67/<strong>2008</strong>, of August 26th), which introduces general criteria <br />
9
to define financial counterparts attributed from the State Budget to finance entities <br />
providing services of general interest and to finance policies for promoting economic, <br />
cultural and social activities. This contributes to boosting discipline and transparency in <br />
allocating financial counterparts, particularly in the compensatory sums awarded to <br />
service providers of general interest. Thus, it is foreseen that the provision of a general <br />
interest service must be entrusted to the referred entity by means of a contract signed <br />
with the State which lays down the obligations of the parties, the duration of the <br />
contract, the manner of calculating compensation and the procedures and entities <br />
responsible for supervision, among other clauses. <br />
<br />
1.4. Revision of the Budgetary Framework: Budgeting by <strong>programme</strong> <br />
<br />
The long term sustainability of public accounts necessarily involves making budgetary <br />
consolidation long lasting. To respond to this challenge, the Government submitted a <br />
scheduled plan of works to the Assembly of the Republic in 2006, aiming at <br />
restructuring the proposal for State Budget by <strong>programme</strong>. Budgeting by <strong>programme</strong> <br />
consists of a pluri‐annual cycle of planning, programming, budgeting, control and <br />
evaluation of the State’s performance so as to guarantee taxpayers’ contributions are <br />
better applied, that is, a quality public expenditure that triggers the socio‐economic <br />
effects capable of improving the level of well‐being. <br />
<br />
Therefore, in March 2007 the Government formed the Budgeting by Programme <br />
Committee (COP) which depends directly on the Minister of the State and of Finance; <br />
its main mission is to propose a model to the Government and the respective <br />
methodology for the structuring of the State Budget by <strong>programme</strong>. COP presented an <br />
interim report in May 2007, which was submitted to the Assembly of the Republic <br />
following analysis in the Council of Ministers and presented to the Parliamentary <br />
Committee for Budget and Finance. <br />
<br />
A key feature of budgeting by <strong>programme</strong> is that the budget focus changes from being <br />
resource‐centred to result‐centred. Therefore, the anticipated definition of the <br />
objectives associated with the budget allocated to a body takes on a greater <br />
importance. Those objectives will later allow the efficiency of the expense incurred to <br />
be monitored. At the beginning of <strong>2008</strong>, the significant step was taken of <br />
implementing a new evaluation model of public services (SIADAP), based on QUAR, <br />
thus progressively guiding public management towards performance. <br />
<br />
Parallel to the conceptual work of the COP, it proved essential to prepare the <br />
implementation and operationalisation of the theme, namely by launching pilots <br />
already in the preparation of the State Budget for 2009. The Work Group for the Pilot <br />
Implementation of Budgeting by Programme (GTIPOP) was formed and it took charge, <br />
in articulation with the CBD and with the various services and entities of the Public <br />
Administration with competencies in the area of budget programming and execution, <br />
of the operationalisation of the three pilot <strong>programme</strong>s which will be part of the <br />
proposed State Budget for 2009, namely pilots in the areas of Portuguese Cooperation, <br />
Integrated Continuous Care Network and Social Action in Higher Education. <br />
<br />
10
The work of COP has been complemented by an extensive analysis made by the OECD <br />
on the Portuguese budgeting model which culminated in a report on this matter. <br />
<br />
<br />
1.5. Decrease of the risks associated with payments in commercial <br />
transactions <br />
<br />
The Programme “Paying at the right Time”, approved by the Council of Ministers <br />
Resolution nr.34/<strong>2008</strong> of February 22nd, is aimed at a structural and significant <br />
reduction of deadlines for paying suppliers of goods and services provided by public <br />
entities, enabling the improvement of the business environment in <strong>Portugal</strong>, reducing <br />
financing and transaction costs, introducing greater transparency in the setting of <br />
prices and creating conditions for healthier competition. <br />
<br />
An average payment period of 30 to 40 days is established as a long term goal; this is <br />
considered the optimal time given the regular nature of revenue from public bodies <br />
and a need to obtain good price conditions for the State in its commercial transactions. <br />
<br />
In accordance with this Programme, the evolution of indicators of the average <br />
payment deadline to suppliers is publicised; in case of services of direct and indirect <br />
Administration of the State, the goals set for its directors and managers will be <br />
associated to this evolution and the level of achievement degree will influence their <br />
performance evaluation. For <strong>2008</strong>, directors of services where the average payment <br />
period is 45 days have been set the goal set of reducing that figure by at least 15%. <br />
This publication seeks to increase visibility and transparency linked to payment <br />
practices in the Public Administration. <br />
<br />
“Paying at the right time” foresees the implementation of improvements within the <br />
circuits of financial control so as to speed up payment to suppliers, as well as audits on <br />
the services of direct and indirect administrations of the State which register an <br />
average payment period indicator of over 180 days at the end of <strong>2008</strong> so as to <br />
evaluate the quality of expenditure and treasury management. <br />
<br />
The municipalities and autonomous regions which complied with the defined eligibility <br />
criteria were able to apply for medium to long term financing in order to pay short <br />
time debts to suppliers. Thirty‐six eligible applications were accepted, totalling 335 <br />
million Euros, of which 134 million were financed directly by the State. <br />
<br />
Other legal mechanisms also contribute towards the objectives of the Programme, <br />
namely Law nr.67‐B/2007 of December 31st, which establishes the mandatory annual <br />
publication of the list of creditors of the State’s Central Administration and, in relation <br />
to municipalities, municipal mechanisms for financial clearing and rebalancing, <br />
foreseen in the Local Finance Law. <br />
<br />
CITIUS Programme – injunctions is a tool which enables the totally electronic delivery, <br />
payment and processing of injunction procedures, available from the 5th of March <br />
<strong>2008</strong>. <br />
11
<br />
The “dematerialisation of injunctions” permitted: <br />
a) The electronic delivery of an injunction, at http://citius.tribunaisnet.mj.pt, by <br />
means of an online form or computer file; <br />
b) The electronic payment of the injunction charges, by ATM or homebanking; <br />
c) The electronic processing of the injunction by the <strong>National</strong> Counter for <br />
Injunctions; <br />
d) The sending of the Injunction to court by electronic means, where it is <br />
opposed; <br />
e) The sending of warnings by email to the claimant of the injunction so that <br />
the procedure can be monitored; <br />
f) The elaboration of an electronic enforcement order based on the injunction, <br />
which allows the presentation of an affirmative action based on that electronic <br />
order. <br />
<br />
The totally dematerialised injunction procedure is simpler because it enables the <br />
delivery and electronic payment of the injunction without the need of any travel. It <br />
also makes it unnecessary both to annex the injunction in paper form to the <br />
enforcement request and deliver the certificates in paper form for VAT rebate. <br />
<br />
It is quicker because the automated procedures enable quicker processing (electronic <br />
notification order, electronic sending for printing and envelope insertion, etc.). It is <br />
cheaper because the justice charge for electronic delivery of an injunction has a 50% <br />
reduction. <br />
<br />
The dematerialisation of the procedure and the electronic communications with users <br />
has done away with hundreds of thousand trips to judicial offices and the associated <br />
costs. <br />
<br />
Since 5th March <strong>2008</strong>, over 219,000 injunctions have been received electronically <br />
through CITIUS, representing more than 95% of the injunctions received. <br />
<br />
Driver 1. “Social Security Sustainability” <br />
The Social Security Reform Agreement, signed by the Government and Social Partners in October 2006, took its <br />
first step when the Social Security Act (Law nº 4/2007, of 16th January) came into force. This Act incorporates the <br />
measures agreed with social partners: the new pension scheme (Decree‐law nº 187/2007, of 10th May), review of <br />
the Social Security system’s model (Decree‐Law nº 367/2007, of 2 nd November), and implementation of the Public <br />
Capitalisation Scheme (Decree‐Law nº 26/<strong>2008</strong>, of 22 nd February). <br />
Measures such as the anticipation of the new rule to calculate new pensions, the new rule to update pensions and <br />
the additional financial penalisation in the case of early retirement came into force in 2007. In turn, the <br />
sustainability factor introduced regarding new pensions was applied as of January <strong>2008</strong>. <br />
<br />
The Public Capitalisation Scheme (RPC), participation in which is individual and voluntary, is worthy of note as it is a <br />
new means of topping up retirement pensions that beneficiaries of the Social Security are entitled to, <br />
compensating for the effect resulting from the sustainability factor. Thus, and throughout their working life, <br />
beneficiaries can make a monthly contribution towards the RPC corresponding to a percentage of the ratable <br />
contributory value, which is credited as an individual account in participation units. Such contributions capitalise <br />
according to the return ensured by the fund’s global assets, assuring an investment profile similar to the Social <br />
Security’s Financial Stabilisation Fund. When the beneficiary retires, the participation units deposited in the <br />
beneficiary’s individual account are converted into a monthly income for life, which will complement the <br />
beneficiary’s pension. <br />
<br />
12
As for public workers’ Social Security systems, the adaptation of the main <strong>reform</strong> measures of the Social Security’s <br />
general scheme, approved by Law nº 52/2007, of 31st August, came into force in January <strong>2008</strong>. This time, there <br />
was a gradual increase of employers’ contributions towards the Civil Service Pension Fund (CGA – Caixa Geral de <br />
Aposentações), bringing it closer to the Social Security system when under the same circumstances (Law nº 53‐<br />
A/2006, of 29th December, and Law nº 67‐A/2007 of 31st December), for autonomous bodies and those already <br />
legally required to do so. <br />
<br />
The <strong>reform</strong>s carried out on the Social Security systems – both the general scheme and the public workers’ Social <br />
Security scheme – placing importance on the introduction of the sustainability factor, the rules to update pensions, <br />
and the encouragement to “active aging”, have helped to increase the Social Security systems’ capacity to face <br />
adverse changes to the demographic scenario which, in turn, have helped to reduce the risk of unsustainability <br />
associated with the progressive development of public expenditure sensitive to an aging population (pensions in <br />
particular). Thus, <strong>Portugal</strong> was able to leave the group of ‘high risk’ countries in this respect, at the same time that <br />
is guaranteed the social security sustainability, protecting the longer careers (through active retirement policies) <br />
and protecting low income pensioners (stimulating positive discrimination policies in the pension’s calculation. <br />
<br />
In order to reverse the demographic trend expected in future decades which reflect a significant decline in the <br />
birth rate, the Government has continued its policy to encourage an increase in the birth rate. Thus, the State <br />
Budget Law for <strong>2008</strong> (Law nº 67‐A/2007, of 31st December) sanctioned the increase in the supplement, based on <br />
the taxation of collective earnings, of the donations for the creation and maintenance of day nurseries, <br />
kindergartens and breast‐feeding rooms integrated in the respective companies, and the adoption of tax incentives <br />
for families with dependents under three, in the form of IRS. Decree‐Law nº 105/<strong>2008</strong>, of 25th June, established <br />
social measures to reinforce social protection during maternity, paternity and adoption, extending them to the <br />
population not entitled to protection under the social security system because they are either not in the labour <br />
market or have made insufficient contributions. <br />
<br />
Also worthy of note within the scope of incentives to increase the birth rate is the construction of day nurseries – <br />
an area prioritised within the PARES (Programme to extend the Network of Social Facilities). In this manner 18 650 <br />
places were approved, corresponding to 418 day nurseries and a total investment of 154 million euros, 82.7 million <br />
euros of which is from public funding. <br />
<br />
<br />
Driver 2. “Modernisation of Public Administration” <br />
<br />
The modernisation of Public Administration is a key area of the strategy for the country’s progress and one of the <br />
main vehicles to implement public polices. To modernise Public Administration is to implement <strong>reform</strong>s aiming to <br />
improve the quality of their governance, increasing the efficacy and efficiency of the public service rendered, <br />
contributing towards increasing the satisfaction of their users and motivation of public workers. <br />
<br />
Of the <strong>reform</strong>s undertaken in Public Administration in the last year, those that aim at modernising methods and <br />
rules of resource management connected to their activity are worthy of note, as are those that aim at directing <br />
Administration towards citizens and companies, simplifying their lives in their relationship with the State and <br />
improving information service for the public. <br />
<br />
Reforms in Management Methods and Rules in Public Administration <br />
The <strong>reform</strong>s in the management methods and rules in Public Administration aim at improving the capacities of <br />
managers and public administrators in managing and gaining more value from the public resources connected to <br />
the activity of the body they head, whether by rationalising and eliminating waste or by planning and controlling <br />
their activity better, always aiming for better public expenditure. With this in mind, in the last year, <strong>reform</strong> of the <br />
public employment scheme was strengthened and the processes to control admissions and recruiting of staff were <br />
reinforced, the Programme to Restructure the State’s Public Administration (PRACE) was concluded and the <br />
reorganisation of the local services of the State’s decentred action was expanded, implementation of the <br />
management of shared resources began (which included the public purchases processes), planning, control and <br />
evaluation of public service mechanisms were developed, and the <strong>reform</strong> of the management of public real estate <br />
was made more wide‐ranging. <br />
<br />
In this last year there have been structural developments in the <strong>reform</strong> of the public employment scheme and <br />
therefore on the management rules of human resources in Public Administration, with three of the legal pillars of <br />
this <strong>reform</strong> coming into force ‐ Law nº 66‐B/2007, of 29th December (new Integrated Management and Evaluation <br />
System of the Performance of Public Administration) , Law nº 12‐A/<strong>2008</strong>, of 27 th February (new contractual ties, <br />
13
careers and remunerations in Public Administration), and Law nº 59/<strong>2008</strong>, of 11th September (new labour contract <br />
for public office). <br />
<br />
The new public employment system aims at being closer to the common system and tries to bring incentives (thus, <br />
improving performance) of managers and employees in line with the need to improve services to the public with <br />
fewer resources. This new paradigm consists of complementing the normal fulfillment of legally determined <br />
administrative procedures with the creation of incentives for managers and personnel by evaluating performance <br />
so that, through their own initiative and talent, they may be able to reach a level of excellence in terms of public <br />
services rendered to citizens and companies. Therefore, as of <strong>2008</strong>, for example, performance awards are to be <br />
granted depending on the performance evaluation. With the same objective of encouraging talent, quotas have <br />
been introduced to classify performance. This is to avoid previous practices in which there was an automatic <br />
progression in career which had led to an unsustainable drift in salaries. <br />
<br />
The Contractual Ties, Careers and Remunerations Act was regulated by creating a Single Remunerative Table <br />
(Regulation Decree nº 14/<strong>2008</strong>, of 31st July), which now has 115 positions (instead of 22 tables with 522 <br />
positions), and the merger of 1715 careers into three general scheme careers (Decree‐Law nº 121/<strong>2008</strong>, of 11th <br />
July). <br />
<br />
The latest major legal pillar of the public employment <strong>reform</strong> – the new Work Contract Scheme for Civil Servants – <br />
was agreed with by two of the three trade union associations with which the Government negotiated the <br />
document. With this new document, the public employment scheme is closer to the common employment scheme <br />
by introducing more flexible rules in managing human resources, and the concrete work conditions of the <br />
statutory scheme also come closer to those in the private sector. For example, public employment legal <br />
relationships will now, as a rule, be based on a contract, meaning that, within certain limits, an employee being <br />
recruited for a certain job can negotiate his/her salary with the employer. Another example is that it is now <br />
possible to shorten the normal period of work, or suspend the contract if it becomes temporarily, partially or <br />
totally impossible to provide service, either by the employee or by the public employer and upon agreement by <br />
both parties. A further example is the introduction of schemes which allow flexible timetables, part‐time work and <br />
telework, which was not possible until now within Public Administration and which now follow the solutions laid <br />
down in the Labour Code. <br />
<br />
The Disciplinary Law for public workers has been reviewed (Law nº 58/<strong>2008</strong>, of 9 th September). The new Law <br />
simplifies and introduces processes to hasten the legal channels of the disciplinary procedures and creates a <br />
special procedure – the inquiry procedure – aimed exclusively at determining if two consecutive negative <br />
performance assessments indicate the existence of a disciplinary infraction which, ultimately, may lead to dismissal <br />
of the appointed employee or demotion to a non‐supervisory position, to be determined via a disciplinary <br />
procedure. <br />
<br />
Reform of the human resources management in Public Administration also goes through implementing <br />
improvements when planning such resources – a fundamental area in terms of rationalizing their use. In this <br />
manner, services with an excess of human resources should transfer them to more strategic and under‐staffed <br />
areas. This is why the mobility of human resources is an essential mechanism to complement and ensure the <br />
efficiency of human resource planning, as well as contributing to satisfying workers looking for new professional <br />
experiences. With this in mind, general mobility mechanisms have been strengthened (transferals, exchanges, <br />
requests, secondment, specific assignment, special assignment) through Law nº 12‐A/<strong>2008</strong>, of 27 th February. With <br />
regard to special mobility mechanisms, approximately 2,300 employees have been through that situation, and <br />
currently there are about 1,200 employees in a special mobility situation awaiting new functions. <br />
<br />
Strict control of admissions and contracting through the application of the recruitment rule whereby one <br />
employee is taken on for every two that leave, has enabled a reduction of expenses with staff by decreasing the <br />
number of public workers – something that had not happened in decades. Thus, the number of employees fell <br />
2.9% in 2006 and 2.5% in 2007, corresponding to a decrease of 39,373 employees in two years (or 5.3% in two <br />
years) – this more than fulfilled the recruitment rule referred to. Within this period, expenses with staff saw a 1.0 <br />
percentage point fall in the GDP (13.9% of the GDP in 2005 to 12.9% of the GDP in 2007). The effect of hospitals <br />
becoming privately managed during this period was also considered when determining this figure. <br />
<br />
The PRACE <strong>programme</strong>, which began in 2006 and finished in 2007, sanctioned a new organisation model of the <br />
14
ministries’ central services, strengthening the support provided to government, as well as two organisation models <br />
of the regional decentralised services (NUTS II and regions), replacing the 30 already existent solutions. After 430 <br />
charters were published, there was a reduction of about 25% in the number of existing structures and <br />
management positions through the PRACE. <br />
<br />
With regard to the reorganisation of the State’s decentralised local services, note the results obtained in the <br />
reorganisation of the educational network at the primary school (1 st cycle), where approximately 2,200 isolated <br />
schools with inadequate teaching conditions were closed during the 2006/07 and 2007/08 school years; and the <br />
primary care and hospital care network system was restructured, the health centres were reconfigured, and Family <br />
Health Units were created and implemented (142 in operation, covering about 1.8 million users). These structures <br />
are smaller, flexible and capable of improving citizens’ access to local care and lessening the pressure on the search <br />
for different health systems at higher average costs. Also, Law nº 52/<strong>2008</strong>, of 28th August, approved a new <br />
organisation and working model for courts of law, and reduced the number of districts from 231 to 39. In this way, <br />
the first step was taken in changing a generic offer in terms of legal responses to one where each of the new <br />
districts now have more specialised solutions as well as better management conditions. <br />
<br />
The aim of implementing shared services in Public Administration is to achieve savings by accomplishing efficiency <br />
earnings associated with simplified processes, together with the introduction of new information and <br />
communication technologies, and by reducing the costs associated with economies of scale and range. In <strong>2008</strong>, <br />
GeRAP began implementing the shared management of resources in the accountancy and financial sector of the <br />
Finance Ministry and Public Administration’s integrated service, as a pilot experiment. GeRAP’s activity in the <br />
financial field will include the dissemination of the Public Accounts’ Official Plan, standardisation and optimisation <br />
of processes, and reports to support management. In the supply sector, the <strong>National</strong> Agency for Public Purchases <br />
(ANCP) has already launched eight public tenders in <strong>2008</strong> (from a total of fifteen anticipated for this year). The <br />
framework agreement for mobile communication services is one that has already been formalized, as well as the <br />
framework for road fossil fuels. These framework agreements pre‐qualify suppliers and establish conditions and <br />
requirements regarding the supply of goods and services to the State (maximum prices, levels of quality of <br />
minimum services, among others), thus encouraging competition between companies, in particular SMEs. This new <br />
generation of framework agreements to be celebrated by the State will comprise 75% of the transversal public <br />
expenses. In terms of managing the State’s fleet of vehicles, the new legal scheme established by Decree‐Law nº <br />
170/<strong>2008</strong>, of 26th August, foresees that purchases and management become central to ANCP, as well as contracts <br />
between ANCP and the user services under the same obligations as those allocated to the vehicles, the creation of <br />
general standards for allocation of vehicles and their classification, and preference for an environmentally <br />
advanced fleet of cars. The new scheme aims at eliminating waste resulting from an ad‐hoc management of <br />
approximately 29,000 vehicles – a fleet that is scattered, heterogeneous and old (an average of 11 years). <br />
<br />
The introduction of the SIADAP and the investment in a new performance evaluation process based on <br />
management by objectives has been strengthening an assessment and making officials in Public Administration <br />
aware of their responsibilities. There have already been created public documents of Evaluation Frameworks and <br />
Accountability (QUAR), where objectives have been laid down, as have performance indicators, results achieved, <br />
available means, and the final evaluations of the services’ performance in approximately 98% of the State’s direct <br />
and indirect services in <strong>2008</strong>. Evaluation of the services’ performance is based on their self‐evaluation which is <br />
then critically analysed by the service which, in each ministry, has the authority in terms of planning, strategy, and <br />
evaluation. The Coordinating Committee for the Evaluation of Services, chaired by the Government member <br />
responsible for Public Administration was created with the objective of ensuring coordination and encouraging <br />
cooperation and the sharing of good practice. <br />
<br />
As for management of the State’s assets and following the revision of the public real estate’s legal system (Decree‐<br />
Law nº 280/2007, of 7th August) – which controls this system and aims at efficient and good use of public <br />
resources and compliance with the State’s current organisation –, and the Registration of Public Administration <br />
Property, a significant amount of surplus space was identified when compared with the occupation ratio (average <br />
floor area of 50 m2 per worker) which has enormous possibilities. <br />
<br />
Administrative Simplification and Improved Service for Citizens and Companies <br />
In <strong>2008</strong>, the Administrative and Legislative Simplification Programme (SIMPLEX) reaches the end of its third year <br />
simplifying the lives of citizens and companies and their relationship with the State, as well as improving the <br />
internal efficiency of services within Public Administration itself. <br />
<br />
15
Of the measures undertaken by the Government, almost 90% were executed in 2006, and, in 2007 this figure <br />
reached 85% thanks to a Programme that included 235 simplification measures. <br />
<br />
The SIMPLEX <strong>2008</strong> consolidated the strategy to modernise administration ‐ by associating administrative and <br />
legislative simplification with e‐Government – which, in the context of the <strong>reform</strong> of provision of public services, <br />
was one of the critical factors of success in response to the modernisation and innovation objectives in the public <br />
sector. This <strong>programme</strong> comprises 189 measures directed at citizens and companies and continues to involve all <br />
the ministries and services of the respective areas of competence, with a common and shared responsibility. <br />
Before being defined, an extensive public survey was carried out and a significantly superior response was <br />
achieved compared to its predecessor. <br />
<br />
The ‘life event’ concept was reinforced in citizens and companies’ relationship with the State, including the onestop service – capable of providing integrated service solutions, ensuring that the person/company requesting the <br />
service can do so or obtain the information needed in a single contact or interaction. <br />
<br />
Following a recent OECD evaluation, the opportunity to establish a specific evaluation process of the simplification <br />
method in cooperation with the local administration was acknowledged. Also acknowledged was the importance <br />
of establishing institutional cooperation aiming at the simplification and electronic administration at two levels – <br />
centrally and locally. The Local Authority Simplex Programme was the answer to this recommendation which, as <br />
well as the measures that are the exclusive responsibility of local authorities, also includes measures that rely on <br />
the collaboration between these two levels of administration, or measures that depend on the joint work of two or <br />
more local authorities. <br />
<br />
<strong>Portugal</strong> responded to the challenge launched by the <strong>European</strong> Council in March 2007 and undertook to comply <br />
with the <strong>programme</strong> to reduce administrative costs for companies in the <strong>European</strong> Union and to develop its own <br />
national <strong>programme</strong>. In this way, a pledge to reduce administrative burdens for companies was integrated in the <br />
SIMPLEX <strong>programme</strong>, with the objective of a 25% reduction in administrative burdens imposed by national legal <br />
and regulatory rules, by 2012, in events relevant to the life cycle of companies. <br />
<br />
A number of pilot‐projects were launched in 2007 with the main aim of testing the application of the Standard Cost <br />
Model methodology to the national situation, using a limited number (6) of SIMPLEX measures as a starting point. <br />
<br />
The progress achieved in <strong>Portugal</strong> in the electronic government field has been acknowledged by international <br />
institutions. So, as well as the high classification obtained in the Global E‐Government index (Brown University) <br />
and in the <strong>European</strong> Ranking for Online Public Services, now in <strong>2008</strong>, the Global Information Technology Report <br />
2007‐<strong>2008</strong> (World Economic Forum) has already acknowledged <strong>Portugal</strong> as 2nd of 127 countries to place <br />
Information and Communication Technologies within the Government’s vision for the future modernisation of <br />
public services. <br />
<br />
Administrative Simplification targeting citizens <br />
A new One‐Stop concept (Citizen Shop – 2nd generation shops) was launched – these shops enhance the <br />
availability of public services founded on new concepts, such as the one‐stop service – in person or through the <br />
Internet – based on a back office cooperation between the different public services involved in the processes. The <br />
first 2nd generation shop was opened in 2007. <br />
<br />
Within this context of new concepts in the distribution of services at one‐stop shops, the first ‘I Lost my Wallet’ <br />
service was launched. Through this service, a citizen can have identification documents re‐issued within the Public <br />
Administration services should they be stolen and report the occurrence to the competent authority. This service <br />
hopes to respond to over 20% of the enquiries made at the One‐Stop Agencies. Up till August, over 43,000 <br />
documents were renewed at the two agencies available. <br />
<br />
The “Ready House” service launched in July 2007 aims at eliminating the formalities of property transfer and <br />
registration by dealing with all aspects in one single place and in one go. This initiative is based on an electronic <br />
communication platform between the intervening services and bodies (registry offices, Tax Administration, local <br />
authorities and financial institutions), ensuring not only swiftness and security of the service provided, but also a <br />
reduction in costs to users (by about 900 euros considering a sale and purchase contract with a bank loan, <br />
excluding taxes, and following the contract procedures). There are 83 “Ready House” agencies available and, by <br />
June <strong>2008</strong>, over 12,400 ‘Ready House’ procedures had been accomplished. <br />
16
<br />
The “Succession and Inheritance” Project concentrates the main processes related to a person’s death and record <br />
of inheritance assets. It is now possible to carry out all operations related to succession and inheritance at one of <br />
the 21 agencies currently in existence (division of assets, payment of taxes, and registration of the assets divided). <br />
<br />
The “Born Citizen” project aims at having children registered immediately after birth at maternity clinics and <br />
hospitals without having to go to a registry office. 67,000 children have been registered at the 32 “Born Citizen” <br />
agencies already in operation (76% of the infants born in health centres encompassed by the project). <br />
<br />
The “Citizen Card” project, which began in February 2007, has been extended over the last two years. So, as well as <br />
the nine islands of the Azores archipelago, it is now possible to obtain the Citizen Card in every district <br />
countrywide. Approximately 310,000 applications were registered by 15th September, 170 thousand of which have <br />
already been delivered (of these, 60% have a qualified electronic signature active). <br />
<br />
Within the health field, the “Appointment on Time” Project allowed over 327,000 requests for first time specialist <br />
appointments, involving about 90 % of hospitals and health centres on the Continent, in a joint effort to increase <br />
the attendance efficiency and quality. <br />
<br />
Another step forward in citizens’ relationships with the labour market was the dematerialisation of the Work and <br />
Employment Form (BTE). On‐line consultation means that paperwork is no longer needed, and this resource has <br />
become more accessible to citizens and companies. Over 284,000 accesses had been made by the end of 2007. <br />
<br />
As for the fiscal field, the gamble using the Internet as a means of transaction has received a favourable response <br />
from contributors as can be seen by the increase in the number of accesses to the DGCI and DGAIEC sites (268% <br />
more in 2007, that is, from 47.5 to 127.4 million accesses). All forms sold at finance offices were made available on <br />
the Internet. Up to May <strong>2008</strong>, the number of IRS declarations delivered via the Internet represented 69% of the <br />
total number of declarations delivered (60% in 2007). As for filling in declarations beforehand, approximately 82% <br />
were effectively dealt with in 2007 (1,036,717 declarations were completed beforehand out of a total of 1,264,165 <br />
received via the Internet). Over 72% of the approximately 11.6 million rustic building registrations have been <br />
computerised, surpassing the initial objective of 50%. <br />
<br />
Within the internal security realm, a fast lane has been created for those with an electronic passport to be allowed <br />
to cross air and sea frontiers. Paper check‐in/out registration at all border posts was eliminated by the end of 2007, <br />
and the new automated control system for owners of electronic passports was implemented (Faro, Lisbon and <br />
Funchal airports). <br />
<br />
Administrative simplification targeting companies <br />
During the Portuguese Presidency of the EU, the <strong>European</strong> Union’s Council of Ministers for competition took the <br />
simplification path: elimination of the dual control of legality, the creation of online registration services, the <br />
creation of one‐stop shops and dispensing with the obligation to report the same information to different bodies. <br />
<br />
In <strong>Portugal</strong>, the processes to simplify formalities and create new services for companies are organised around the <br />
idea of a life cycle, with every phase of a company’s existence and activity, from its start‐up to its extinction, <br />
including the expansion and consolidation of its business. <strong>European</strong> Commissioner for the Internal Market, Charlie <br />
McCreevy, commented favourably on <strong>Portugal</strong>’s evolution, considering that the country was about to become a <br />
<strong>European</strong> benchmark with regard to cutting context costs for companies. <br />
<br />
The Company Portal enables electronic access to a wide number of public services, having become a powerful <br />
means of communication between companies and Public Administration. <br />
<br />
The “Company within an Hour” project continues to expand its network of locations – from July 2005 to the <br />
beginning of <strong>2008</strong>, over 48,000 companies were set up at the current 101 agencies available (about 70% of <br />
companies presently set up in <strong>Portugal</strong>). Approximately 2,173 companies had been set up through the Online <br />
Company Register by August <strong>2008</strong>. <br />
<br />
Continuing the simplification process and elimination of linked notary and trade registration acts, Online Register <br />
17
services have been made available on the Internet, through which it is possible to register businesses or other <br />
related acts (such as alteration to the company’s administration or equity). The new service at <br />
www.empresaonline.pt where permanent certificates for company registration are available online has already <br />
issued about 875,000 certificates, thus eliminating paper formats. <br />
<br />
Over 1,286,400 publications of companies’ life events were published online, eliminating series III of the Diário da <br />
República, and about 93% of national brand name requests were made via the Internet in August <strong>2008</strong>, through <br />
“Brand online” (1,096 applications). <strong>Portugal</strong> is one of the <strong>European</strong> countries where it is quickest to register a <br />
brand. In 2007, 80% of applications were registered in 5 months. In 2006 the waiting time was 7 to 8 months, and <br />
in 2002, it was 15 months. <br />
<br />
With regard to the Tax Administration field, several simplification and dematerialisation measures were taken, <br />
such as the export statement copy for the <strong>National</strong> Institute of Statistics (INE), which is now sent electronically, <br />
thus replacing paper format and it is estimated that by the end of the first half of <strong>2008</strong>, approximately 3,930,000 <br />
declarations were sent to the INE via the Internet. <br />
<br />
The Simplified Business Information (IES), combining four legal obligations, previously made through four different <br />
public bodies, into a single act, received over 405,000 declarations in its first year available (2007). With the <br />
adoption of the scheme, the obligation to deliver the annual fiscal and accountancy statement, the record of <br />
accounts and information for the <strong>National</strong> Institute of Statistics and for the Bank of <strong>Portugal</strong> can now be done in a <br />
single act through the Electronic Declarations site. <br />
<br />
The Decree‐Law for the creation of a company card has already been approved by the Council of Ministers. This <br />
single electronic document includes the three relevant numbers for identification of corporate bodies: the <br />
collective person’s identification number (NIPC), the taxpayer identification number for companies and equivalent <br />
bodies, and the company’s Social Security identification number (NISS). In this way, the legal body card and <br />
taxpayer card for companies, which were issued by two different Public Administration Bodies (the IRN and the <br />
DGCI) despite having exactly the same identification number, have been eliminated. <br />
<br />
As for access to a company’s activity, a catalogue of licenses and authorisations has been created in the Company <br />
Portal – this is a one‐stop shop where it is possible to access relevant information for each sector, such as <br />
applicable legislation, competent authority, and contacts. <br />
<br />
In terms of access to industrial activity in particular, the already adopted simplification models were given <br />
continuity and the promulgation of a new scheme for the exercise of industrial activity is expected. A number of <br />
alterations is foreseen aimed at simplifying the licensing process based on the principle that the expected <br />
complexity of the procedures needed for the exercise of an industrial activity should be proportional to the <br />
respective risk. In this way, different levels of control are established previously according to the potential risk and, <br />
at the same time, the unnecessary phases of the procedure are eliminated. Thus, the one‐stop shop was <br />
established and so the whole process can take place via a single interaction with a Public Administration service, <br />
through a physical or dematerialised channel. On the other hand, the decision‐making periods are shorter and the <br />
processes leading to their effective compliance are established through tacit deferment and based on the principle <br />
that additional elements can only be requested of the applicant within a certain period and by a single interlocutor <br />
– the coordinating body. The backup information system – integrated in the license catalogue – among other <br />
features, will allow the interested party to see the procedure applied to his/her case beforehand, through a <br />
simulator, and follow the different phases of the process. <br />
<br />
The new scheme aims at consolidating the regulation that had, until now, been disperse, reorganising and <br />
including it in a single document or its annexes, so that upon respective consultation, it is possible to obtain the <br />
information that previously required the analysis of several laws. <br />
<br />
Administrative Simplification targeting Public Administration <br />
The simplification and modernisation of administrative practices within Public Administration, especially <br />
dematerialising of procedures, aim at increasing the efficiency of public service. <br />
<br />
Any laws to be published in series 1 and 2 of the Diário da Republica must now be delivered electronically – this <br />
has meant a complete dematerialisation of requests to issue laws and has reduced tons of paper used by the 7,000 <br />
bodies registered in the <strong>National</strong> Mint, as well as cutting by half the average time to publish laws in the Diário da <br />
18
República. <br />
<br />
The information and electronic availability of the Diário da República has been used profusely, with access to <br />
legislation and other laws published as follows: <br />
• <br />
• The number of visits to the site of the Electronic Diário da República (counter) increased by nearly <br />
50%: 1st year (July 2006 to June 2007) – 11.8 million visits; 2 nd year (July 2007 to June <strong>2008</strong>) <br />
– 16.8 million visits <br />
• The number of requests made through the Universal and Free Public Service (i.e. document <br />
consultation, document downloads, etc.) increased by nearly 100% in its second year of <br />
operation: 1 st year (July 2006 to June 2007) – 21.1 million; 2 nd year (July 2007 to June <strong>2008</strong>) – <br />
41.9 million <br />
• In <strong>2008</strong>, during a consolidation phase of the measure to reinforce access to the Electronic Diário da <br />
República, historical usage maximums were reached: Nr of accesses in a day (counter)<br />
158,896 (11‐Sept‐<strong>2008</strong>); Nr of hits in a day (clicks per page) 2,749,162 (8‐Jan‐<strong>2008</strong>); <br />
Nr of different users in a day 67,933 (2‐Jul‐<strong>2008</strong>); Nr of users accessing simultaneously 2,907 <br />
(5‐Feb‐2007). <br />
<br />
<br />
With the new Public Contracting Code in force it is possible to use technology to launch public tenders <br />
electronically, establish that compulsory evidence of compliance with the qualification requirements will now only <br />
fall on the bidder awarded the public contracts, and, during the phase in which proposals are presented, bidders <br />
no longer have to provide qualification documents (this will only be necessary on the part of the contractor). <br />
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19
|<br />
MICRO LEVEL <br />
<br />
<br />
In the micro economic sphere, it was with determination that <strong>Portugal</strong> carried on with <br />
the implementation of PNACE in several political areas, aiming at attaining the goal set <br />
for increased competitiveness and change of the competitive base of the Portuguese <br />
economy. <br />
<br />
Centred on that goal, work was developed in line with the priorities defined by the <br />
<strong>European</strong> Councils of spring 2006, 2007 and <strong>2008</strong>, as well as with the domains <br />
identified by the Council as needing special attention ("Future Challenges") in the <br />
evaluation of the 2 nd execution Report for PNACE. <br />
<br />
In fact, in line with one of the “Future Challenges” for <strong>Portugal</strong>, the implementation of <br />
the Technological Plan was pursued – a plan centred on the boosting of knowledge, <br />
technology and innovative capacity – favouring the consolidation of the connections <br />
between research, higher education and industry and fostering increased participation <br />
from the private sector. <br />
<br />
Some indicators that demonstrate the impact of the technological plan are: the <br />
inversion of <strong>Portugal</strong>’s technological balance, which was positive for the first time in <br />
2007; over 32% penetration of mobile broadband in population (with mobile <br />
broadband leadership); the classification of <strong>Portugal</strong> in the 3 rd place of the raking for <br />
availability and sophistication of on‐line public services within the framework of the <br />
EU; and the return to school of 450,000 Portuguese that signed up for the new <br />
opportunities <strong>programme</strong>, for validation of skills and re‐qualification. <br />
<br />
The global results of the Technological Plan can be seen particularly in 6 spheres: 1 <br />
<br />
(1) Network Society: where there are outstanding results in the increase of the <br />
coverage and penetration of the land and mobile Board Band; in the percentage of <br />
public services available on‐line; in the increase of regular users of the Internet <br />
amongst people aged between 16 and 74 years; in the increase of the Companies <br />
with Internet and Board Band; in the great increase in international connectivity of <br />
the national research and education network (RCTS). <br />
<br />
(2) Human Resources Qualification: above all, in the decrease in the level of early <br />
drop out of the school system, with resulting increase in population between 20 <br />
and 24 years of age that have at least finished secondary school; in the increase of <br />
the percentage of higher education graduates in the population between 25 and 64 <br />
years of age; in the increase per thousand graduates in Science and Technology in <br />
the population between 20 and 29 years of age; in broadening of higher education <br />
to new audiences and their involvement in professional training; and in the <br />
significant increase in PhDs. <br />
1 See Annex on the evaluation of the Technological Plan.<br />
20
<br />
<br />
<br />
<br />
<br />
(3) Science and Technology Infrastructure: the pledge made in scientific and <br />
technological development has been visible from the outset in the significant <br />
increase of public budgetary appropriations for R&D; in the increase of the number <br />
of researchers, in particular holders of PhDs; in the increasing promotion of R&D <br />
activities, namely in partnership and according to theme networks; in the <br />
significant increase of internationally referenced scientific production (publications <br />
per million inhabitants); and in the expansion of e‐Science infrastructures (research <br />
and education network, digital scientific libraries, open scientific repositories, <br />
computing Grid). <br />
(4) Financing System: the improvement in access to financing for innovation is <br />
shown in the increase of investment in venture capital as a percentage of GDP, as <br />
well as in the growth of the public expenditure in R&D as a percentage of GDP. <br />
(5) Economic Activity Conditions: the conditions of the economic activity have also <br />
significantly improved, as seen in the increase in foreign direct investment in <br />
<strong>Portugal</strong> as a % of GDP; the increase of the registering of patents and registered <br />
Community trademarks; and in the evolution of the weight of the production of <br />
renewable energies in gross production plus importer balance. <br />
<br />
(6) Entrepreneurship: the results of the technological plan are also felt in the <br />
increase in the Entrepreneurial Activity Rate (Global Entrepreneurship Monitor) and <br />
in the consolidation of the processes that lead to the creation of new <br />
technologically based companies. <br />
<br />
(7) Business Capacity: the Technological Plan also has significant effects in terms <br />
of business capacity; it is worth noting the increased employment in Knowledge <br />
Intensive Services in relation to total employment in services activity; and the high <br />
proportion of SME that declare having innovated in products and processes. <br />
2.1. Scientific and technological development <br />
<br />
For the first time in Portuguese history, the public budget for research and <br />
development exceeded the figure of 1% of GDP in <strong>2008</strong>, reaffirming the <br />
Government's commitment to the priority given to national scientific and technological <br />
development (it was 0.78% of the GDP in 2007). <br />
<br />
This increase in public investment in R&D over the past few years is linked to an <br />
estimated increase in the investment of the companies in R&D of about 75% in the <br />
past 3 years, using as reference the figures declared by the companies for tax purposes <br />
in 2006, compared to 2003, the last year in which the tax incentive system operated <br />
until it was reinstated in 2006 by the present Government. In fact, only after 2005 did <br />
the company investment in R&D exceed the investment from higher education <br />
institutions. We now await the results of the <strong>National</strong> Scientific and Technological <br />
21
Potential Survey – 2007, in its conclusion stage, to confirm the expectations of a very <br />
significant increase in private investment. <br />
<br />
It should be stressed that this priority given to the rapid scientific and technological <br />
development of the country has been accompanied by a strong mobilisation of the <br />
national scientific community, with visible results in the impact of its assertion at <br />
international level, including the involvement of researchers from Portuguese <br />
institutions in <strong>European</strong> and international science and technology networks. This <br />
strengthened internationalisation of the scientific community included the increased <br />
cooperation with Spain, namely through the creation of the INL Iberian International <br />
Nanotechnology Laboratory, and the establishment of new international partnerships <br />
in Science and Technology and Higher Education, with the New Partnerships for the <br />
Future Programme. <br />
<br />
The national scientific production has significantly increased in the past few years, <br />
amounting to a total of 6,655 internationally referenced publications in 2006 (about <br />
630 per million inhabitants), which represents a 45% growth in the past three years; it <br />
should be highlighted that two of the 5 most quoted scientific articles in the EU are coauthored by Portuguese researchers. <br />
<br />
These development dynamics currently involve about 11,600 doctorate researchers <br />
working, in 2007, in R&D centres (measured in terms of “full‐time equivalent”), <br />
representing a 25% increase in the past two years and double the number of <br />
doctorate researchers in comparison with 2000. Moreover, during the past two years, <br />
about 20% of the total of the new doctorates since 1990 obtained or had their PhDs <br />
recognised in <strong>Portugal</strong>, and in 2007 the figure of about 1,460 new PhDs per year was <br />
reached. It should also be stressed that the percentage of the number of new <br />
doctorate degrees achieved by women recently exceeded 50%, the highest <br />
percentage ever. Also worth mentioning is the fact that the number of new doctorate <br />
degrees in science and technology areas currently represents about half (47.3%) of the <br />
total of new doctorates, while in the early 1990’s it represented only 1/3 of the total of <br />
the doctorate degrees awarded at the time (namely 31.3% in 1991 and 32.5% in 1992). <br />
<br />
In addition, and reaching the highest point in a persistent evolution since the mid <br />
nineties, the monthly figures of the technological balance were systematically positive <br />
in 2007, showing the boost in the exports of technologically based services from <br />
<strong>Portugal</strong> and, as such, the increased technological capacity of the Portuguese <br />
companies and their assertion at international level. Also in this context, the number <br />
of Portuguese patents registered in the <strong>European</strong> Patent Office and in the US Patent <br />
Office increased about 90% and 75% respectively, between 2005 and 2007. <br />
<br />
Naturally, these results are encouraging the national effort in the investment in <br />
people, knowledge and ideas and, in particular, the commitment assumed by <strong>Portugal</strong> <br />
for the need to promote the national scientific and technological capacity, namely in <br />
the context of the <strong>European</strong> Research Area, together with the reinforcement and <br />
autonomy of the scientific and technological institutions. <br />
22
Within the scope of fulfilling the Pledge with Science 2 presented by the Government in <br />
March 2006, some basic factors have contributed to these important results: <br />
<br />
• The total number of advanced training scholarships, directly awarded by the <br />
Foundation for Science and Technology, has been increasing in the past few <br />
years, having reached 6,250 scholarships in 2007, of which about 4,900 are <br />
doctorate scholarships and 1,350 are post‐doctorate scholarships. Within this <br />
scope, the number of new scholarships awarded on an annual basis increased <br />
very significantly, with a 77% increase in doctorate scholarships and 41% in <br />
post‐doctorate scholarships in the past two years. <br />
<br />
• Within the scope of promoting scientific employment, the support for the <br />
placement of about 720 new doctorate degree holders has already been <br />
agreed with institutions from the national scientific and technological system, <br />
following calls for applications for open contracts‐programs in 2006 and <strong>2008</strong> <br />
by the Foundation for Science and Technology, with a view to supporting the <br />
hiring of at least 1,000 doctorate researchers by 2009. <br />
<br />
• In <strong>2008</strong>, the Foundation for Science and Technology has already launched two <br />
new <strong>programme</strong>s to boost scientific and technological research, aiming at: (i) <br />
supporting the integration in research (in recognised R&D centres) of more <br />
than 5,000 students of the early years of higher education, and (ii) supporting <br />
guest research chairs in Portuguese universities. <br />
<br />
• The Foundation for Science and Technology is currently financing about 4,940 <br />
R&D projects in all scientific areas, which corresponds to an increase of more <br />
than 800 new projects when compared to 2005. Worth noting is the fact that in <br />
the last call for applications launched by the Foundation for Science and <br />
Technology projects amounting to more than 600 million euros applied for <br />
financing, corresponding to a more than 25% rise in the number of projects and <br />
100% in terms of financing requested, when compared to the previous call for <br />
applications. <br />
<br />
• Since the launch of the Pledge with Science in March 2006, four new <br />
Associated Laboratories were set up in the areas of Biotechnology (1), Energy <br />
and Transportation (1) and Nanotechnology (2). <br />
<br />
• The extension of the RCTS in fibre ring to Spain and to the <strong>European</strong> Geant <br />
network at 10 Gbps, agreed in the <strong>Portugal</strong>‐Spain Summit in November 2005, is <br />
already concluded for the North as far as the Minho‐Galiza border in Valença, <br />
and will be concluded in the next few months for the East up to the Caia <br />
border. This way, Évora University and the polytechnic institutes of Viana do <br />
Castelo, Setúbal and Portalegre are also connected to the RCTS fibre cable <br />
2 With ambitious goals for the 2006-2009 term, this initiative involves the reinforcement of the scientific knowledge<br />
technological competences measured at the highest international level, human resources and the scientific and<br />
technological culture, reinforcement of responsibility, organisation in a network of R&D public and private institutions,<br />
internationalisation, high performance demand and evaluation, and attainment of economic value from research.<br />
23
<br />
network. In July <strong>2008</strong>, RCTS was connected to the Geant network at 10 GBPS, a <br />
band width 8 times greater than the one available in July 2005. <br />
• In 2007, the Online Knowledge Library (b‐on) was extended to all scientific <br />
and public higher education institutions, and a new financing model was put <br />
into effect that assures the library’s disciplinary unit and universal access. The <br />
b‐on provides unlimited and permanent access in Research and Higher <br />
Education Institutions to more than 16,750 international scientific publications, <br />
by 16 editors, through subscriptions negotiated at national level with these <br />
editors. In 2007, the number of articles downloaded in this library was 4.2 <br />
million (3.4 in 2005 and 3.7 in 2006). <br />
<br />
<br />
In addition, we stress the continuation of the setting up process of the <strong>Portugal</strong>‐Spain <br />
R&D Institute, INL – Iberian International Nanotechnology Laboratory, following the <br />
decision taken by the Portuguese and Spanish Governments. 3 Still in November 2006, <br />
the Portuguese Foundation for Science and Technology (FCT) and the Spanish <br />
Dirección General de Investigación opened a joint program of Iberian empowerment <br />
in nanotechnology, through a call for applications for scientific research and <br />
technological development projects in Nanotechnology, within the scope of scientific <br />
and technological cooperation between Spain and <strong>Portugal</strong> related to the INL. The <br />
competition was specifically aimed at the following themes: nanomedicine (diagnostic <br />
systems, therapeutic applications and “drug delivery”) and nanotechnology for <br />
environmental control and for food safety and quality. The competition was directed <br />
towards multidisciplinary research teams of international scientific and technological <br />
excellence in these themes, and mixed teams, i.e. involving researchers integrated in <br />
Portuguese and Spanish institutions; each project was required to have at least one <br />
team from each of the countries. The evaluation of these projects was carried out by <br />
an international panel of independent evaluators established in other countries, <br />
appointed by agreement between FCT and the Dirección General de Investigación from <br />
Spain and this is the first time that the two countries adopted this evaluation scheme <br />
of bilateral cooperation projects. 10 research projects were selected, with a total <br />
amount of 2.8 million euros, involving 36 research teams from Portuguese institutions <br />
and the same number of teams from Spanish institutions; 15 doctorate scholarships <br />
were initially awarded and the opening of a new call for applications is now planned. <br />
There are also plans to integrate post‐doctoral studies in areas of specific interest to <br />
INL, to be carried out in is internationally distinguished laboratories. <br />
<br />
The call for an international tender for the first stage of the construction of the INL <br />
took place in March <strong>2008</strong>; work on the first facilities is expected to start already in <br />
2009. The staff recruitment will also begin to take place in 2009. <br />
<br />
3 Institute created by <strong>Portugal</strong> and Spain in 2005; the first international research laboratory in the Iberian Peninsula<br />
within the scope of nanoscience and nanotechnology, aiming at being seen as an institution of international excellence,<br />
with about 200 researcher from Spain, <strong>Portugal</strong> and other countries, and with an annual operational budget of about 30<br />
million euros and additional investment of a similar amount assured in equal amounts by the two countries.<br />
24
Established in 2006, the innovative program Partnerships for the Future 4 seeks new <br />
international partnerships in Science and Technology and higher education: <br />
<br />
• The first stage of the international partnerships launched in 2006 was <br />
successfully concluded;, in September 2007, the first doctorate and advanced <br />
training programs were officially launched, bringing together several <br />
Portuguese universities and American universities of great international <br />
prestige, namely Massachusetts Institute of Technology (MIT), Carnegie Mellon <br />
University (CMU) and Texas University in Austin (UTAustin). For the first time in <br />
<strong>Portugal</strong>, these <strong>programme</strong>s enabled actual themed networks involving a wide <br />
range of Portuguese institutions to be implemented in 2007, with the aim of <br />
stimulating their internationalisation based on oriented projects of advanced <br />
training, sustainable plans for the stimulation of new knowledge and <br />
valorisation of new ideas, together with companies and institutions of <br />
international repute. <br />
<br />
• Within the scope of the MIT‐<strong>Portugal</strong> <strong>programme</strong> 5 , launched in September <br />
2006, focusing on Engineering Systems, in the areas of Energy, Transportation, <br />
Design and Production and Bioengineering, several joint degrees were <br />
launched in cooperation with MIT. The new advanced training <strong>programme</strong>s <br />
developed with MIT stimulate the capacity of the Portuguese institutions to <br />
attract students from various countries and they involved about 130 students <br />
in the first year. During <strong>2008</strong>, and for the second year of the <strong>programme</strong>s, <br />
more than 350 applications were received, about 60 new doctorate students <br />
and 45 in professionalising master degree courses. Portuguese and MIT <br />
professors and researchers have identified more than 30 priority areas in <br />
research and development, particularly in complex processes associated to <br />
design engineering and industrial production systems, sustainable energy <br />
systems, bio‐engineering systems and transportation systems. In this context, <br />
projects of interest for the economic sector in <strong>Portugal</strong> were launched, and this <br />
synergy is also valued by the industrial affiliation <strong>programme</strong> notably in the <br />
automotive and energy sectors. <br />
<br />
• The CMU‐<strong>Portugal</strong> Programme 6 , launched in October 2006, in the areas of <br />
information and communication technologies, also started the different postgraduation <strong>programme</strong>s in September 2007 that lead to a joint degree between <br />
the Portuguese institutions and CMU. During <strong>2008</strong> and aiming at the second <br />
year of the doctorate and master programs, 24 new doctorate students and 55 <br />
master degree students have begun their studies. The partnership with the <br />
Carnegie Mellon University also includes the development of research activities <br />
in several aspects of information and communication technologies; in <br />
particular, during the past year several initiatives were activated with <strong>Portugal</strong> <br />
4<br />
The Partnerships for the Future aim at inciting the international opening of the universities and<br />
stimulating the international excellence of R&D activities and those of higher education in the latest S&T<br />
areas.<br />
5 www.mitportugal.org<br />
6 www.cmuportugal.org<br />
25
<br />
<br />
Telecom, Nokia‐Siemens and Novabase within the scope of the Industrial <br />
Partners Programme which also includes some of the main national small and <br />
medium sizes enterprises with a technological base. <br />
• Within the scope of the UTAustin‐<strong>Portugal</strong> Programme 7 , launched in March <br />
2007, the main <strong>programme</strong> areas include: i) digital contents and multimedia <br />
production and distribution; ii) advanced computing; iii) mathematics; and iv) <br />
science and technology trade, including the design and execution of new <br />
corporate projects of scientific and technological base. The main joint degree <br />
doctorate programs between Portuguese institutions and UTAustin will start in <br />
<strong>2008</strong>, and the first call for applications for research projects in the areas <br />
identified is also open until October <strong>2008</strong>. Through the establishment of the <br />
UTEN network, University Technology Enterprise Network, the aim is also to <br />
mobilise centres of innovation and technology transfer and support for the <br />
economic valorisation of science, already existing in most research and higher <br />
education institutions, maximising their impact in the strengthening of the <br />
scientific base and in the growth and competitiveness of the Portuguese <br />
economy. These activities include supporting the incubation and growth of <br />
Portuguese technologically based companies in emerging markets in close <br />
cooperation with the Austin Technology Incubator ATI. <br />
<br />
• For the first time in Europe, it was decided to establish the first Fraunhofer <br />
Institute in Europe outside Germany in <strong>Portugal</strong>, to be launched by the faculty <br />
of Engineering of Porto University. The director was selected and appointed <br />
and the activities begun in June <strong>2008</strong>. The competitive and international <br />
recruitment of about 30 senior researchers is foreseen during the first stage. <br />
This Institute will work in the area of Information and Communication <br />
Technologies, particularly in Ambient Assisted Living. The establishment of R&D <br />
consortia and cooperation projects are also foreseen involving Portuguese <br />
institutions and Fraunhofer institutes in four themes: i) logistics; ii) <br />
biotechnology; iii) advanced production systems with application in the <br />
automotive industry; and iv) nanotechnologies. <br />
• The preparation of new international partnerships is underway, particularly a <br />
new partnership with Harvard Medical School in the area of medical sciences. <br />
<br />
The public effort in the investment in science and technology also led to the increase in <br />
the intervention of the Live Science Agency and the national and international <br />
projection of its work of exceptional public interest thus favouring the promotion of <br />
scientific culture; the following actions merit special mention: <br />
<br />
• The Live Science Agency approved in the past year, and are already in <br />
execution, about 1,100 new projects for the reinforcement of experimental <br />
teaching of sciences in basic and secondary schools and for actions boosting <br />
Scientific and Technological Culture, corresponding to 14 million euros of <br />
public funding between 2007 and <strong>2008</strong>. <br />
7 www.utaustinportugal.org<br />
26
<br />
<br />
• The Live Science Centres Network was increased, and today it has 16 Centres; it <br />
has started 6 new centres since 2005, representing and investment of about 8.3 <br />
million euros. At least 5 new centres are also foreseen to be added in <strong>2008</strong>‐<br />
2009. <br />
• In the past year, within the scope of the Live science in the holidays, there <br />
were 856 industrial placements of secondary education student in about 70 <br />
institutions of research and higher education, including, for the first time, an <br />
exchange between <strong>Portugal</strong> and Spain, which embraced more than 60 <br />
students. This <strong>programme</strong> has already embraced more than 5,800 secondary <br />
school students since 1997. <br />
<br />
• The mobilisation of thousands of Portuguese in the Summer for holiday <br />
activities in Astronomy, Biology, Geology, Engineering and visits to lighthouses, <br />
involving about 136 institutions in the past year, which assured more than <br />
2,300 dissemination activities throughout the country. About 17,000 <br />
Portuguese have signed up for these activities online, although the total <br />
number of participants is much higher, since many activities do not require <br />
prior registration. <br />
<br />
<br />
<br />
2.2. A new impulse to innovation <br />
<br />
Of the measures taken to promote a new thrust for innovation, we note the following, <br />
which have enabled the intervention of the Innovation Agency to be extended to 700 <br />
more new companies since 2005: <br />
<br />
• The support to eight Competence Networks, involving numerous companies <br />
and research entities; <br />
<br />
• The completion of the Knowledge Valorisation Network, which now covers all <br />
public universities and most polytechnics; <br />
<br />
• The creation of 190 R&D centres in companies; <br />
<br />
• The support to hiring of Doctorate and Master Degree holders by the <br />
companies, which has reached a total of 354 doctorate and master degree <br />
holders supported in numerous companies; <br />
<br />
• The dissemination of the Scientific Employment Grant for companies, which <br />
has exceeded more than one thousand subscribers; <br />
<br />
• The recovery of SIFIDE – Tax Incentive System for Business R&D, from 2006 on, <br />
which reveals 50% more applications than the same period of the last year that <br />
it had been in force; <br />
27
<br />
• The re‐launch of the support to Consortium Research; <br />
<br />
• The great success in the support in the creation of new technologically based <br />
companies. <br />
<br />
In the dissemination of the applied R&D, a large exhibition of results was organised <br />
during the 3 rd Innovation Days, in which new dissemination tools were launched on the <br />
Internet: “Montra do <strong>Portugal</strong> Inovador” (Innovative <strong>Portugal</strong> Showcase) and “Bolsa de <br />
Oferta e Procura de Tecnologia” (Technology Supply and Demand Exchange). <br />
<br />
In the opening of calls for applications oriented towards the goals of public policies, <br />
emphasis goes to the cooperation between the Innovation Agency (Adl) and the <br />
Ministry of Home Affairs within the scope of the launch of the Portuguese Electronic <br />
Passport; this led to the development of an innovative device for the collection of <br />
biometric data by a Portuguese SME (also already in use in the Citizen’s Card) and <br />
subsequently control equipment for electronic passports (already in use at Faro and <br />
Lisbon Airports); the cooperation of Adl with the Ministry of Health in processes <br />
attracting technologically based foreign investment and in the identification of results <br />
to be valued and competences for future developments, involving innovative products, <br />
processes and services which assure the increase and depth of the technological base; <br />
the increase in market competitiveness and the capacity to export. <br />
<br />
Business R&D has had an accelerated growth, led by a increasing number of <br />
companies, as seen in the results of the use of the Tax Incentive System for Business <br />
R&D(SIFIDE) reintroduced in 2006. Its impact in the economy’s competitiveness is <br />
already clearly visible and is reflected in the Technological Balance of Payments and in <br />
the changed profile of industrial exports. <br />
<br />
<br />
The main advances seen in the promotion of the effective use of the ICT and of an <br />
inclusive information society are included in the page dedicated to the Connecting <br />
<strong>Portugal</strong> initiative (Connecting <strong>Portugal</strong> Driver). <br />
<br />
<br />
<br />
2.3. Better Business Environment, in particular for SMEs <br />
<br />
In the pursuit of a better environment for companies, a set of initiatives is being <br />
implemented, of special relevance to the priority action defined in the <strong>European</strong> <br />
Council of Spring 2006: “Boosting the potential of companies in particular that of <br />
SME”. <br />
<br />
In this context, we note the developments that took place within the scope of the <br />
administrative elimination and simplification <strong>programme</strong>, the results of which are <br />
mentioned in the previous chapter (see Modernisation of the Public Administration <br />
Driver: simplification of business life). <br />
<br />
28
In particular we highlight the recent measures for the simplification and access to <br />
industrial property – Publication of Decree‐law 143/<strong>2008</strong>, of July 25 – which approves <br />
different simplification measures and access to industrial property, that strives to <br />
reach three objectives: i) the reduction in the time required for the concession of the <br />
industrial property records; ii) the elimination of unnecessary formalities, which <br />
burden citizens and companies; and iii) the creation of new services to stimulate <br />
innovation. <br />
<br />
• Reducing deadlines ‐ with the goal of enabling trademark registration in just <br />
three months. In 2005, the registration of a trademark took, on average, almost <br />
12 months to be granted. Currently, with the online industrial property services <br />
(www.inpi.pt) and several internal simplifications, the trademark registrations <br />
take on average about 4 months, as long as there is no litigation involved. <br />
<strong>Portugal</strong> is already one of the quickest countries in Europe for obtaining a <br />
trademark registration. In case of drawings and models, the aim is for the <br />
registration to take less than four months. Currently, the registration of <br />
drawings and models take, at least, about 9 months where there is no <br />
litigation. <br />
• Several formalities that unnecessarily burdened citizens and companies were <br />
eliminated. This is the case of the suppression of the obligation to obtain the <br />
trademark concession title, which was not required to confirm the trademark <br />
registration. The interested parties no longer have to bear this cost (about 22 <br />
euros). Another example is the elimination of the obligation to present the <br />
declaration of intention to use the trademark every five years. This redundant <br />
and unnecessary formality cost about 27 euros. <br />
• New services have been created to encourage innovation, such as the <br />
provisional patent request. This is a new instrument that enables the priority of <br />
a patent to be established immediately, in Portuguese or English, with a <br />
minimum of formalities and at reduced costs. From this presentation, 12 <br />
months are granted for the presentation of the required documentation. This is <br />
a new service that constitutes an encouragement to patent registration by <br />
small and medium inventors who can now immediately establish a priority <br />
through a simplified act that involve lower costs. <br />
These measures entered into force on October 1, <strong>2008</strong>. <br />
With regard the access to financing, emphasis goes to the implementation of the <br />
FINICIA Program, with the creation, from September 2007 to August <strong>2008</strong>, of a <br />
Platform in the Azores and the creation of Funds of Municipal scope. The results of <br />
the implementation of this <strong>programme</strong> are mentioned in the Knowledge and <br />
Innovation Networks Driver, in the context of the FINICIA Platforms. <br />
<br />
Regarding the public instruments for venture capital, a new legislation for the sector <br />
was approved (Decree‐law 375/2007, dated November 8). <br />
<br />
The InovJovem Programme has continued; its aim is the integration of young people <br />
with higher education qualifications in SMEs and it was originally conceived to involve <br />
1000 youths but it has approved 1149 applications which is equivalent to 4674 youths <br />
covered since the start of the Programme; 4439 of these have already been integrated. <br />
29
The execution in 2007 was over 90%: almost 700 trainees and about 80 supports for <br />
integration. <br />
With a view to boosting business investment within the scope of the Recognition and <br />
Monitoring of Projects of Potential <strong>National</strong> Interest (PIN) (measure 29), 156 <br />
investment projects were presented for evaluation and granting the PIN status, of <br />
which 62 (53%) were recognised as being of Potential <strong>National</strong> Interest. Some of these <br />
projects had waited for more than a decade for licenses and permits for their <br />
execution. <br />
<br />
In terms of Tourism, all projects registered in the measure (42) “Reinforcement of the <br />
Tourism Cluster” of PNACE, were undertaken; a fundamental instrumental base was <br />
set up – platforms (PróTurismo, Geographic Information System) as well as new <br />
methodologies (New Model Contracting for Promotion, International Cooperation for <br />
External Promotion, Tourism Satellite Account, development models for strategic <br />
products, international cooperation for training) – essential to carry out the <strong>National</strong> <br />
Strategic Plan for Tourism. <br />
<br />
The Internationalisation Programme foreseen in PNACE (measure 43), which aims at <br />
the improvement of external competitiveness, integrating four initiatives, was <br />
concluded. <br />
The proximity network in Spain was built, and there are currently 4 support points in <br />
operation – Madrid, Barcelona, Vigo and Mérida – providing support to company <br />
activity. <br />
<br />
The Brand <strong>Portugal</strong> project consists of carrying out promotional initiatives in a <br />
restricted number of markets, aiming at contributing to the change in perception of <br />
the image of <strong>Portugal</strong> in those markets. Image Campaigns were conducted in Germany, <br />
Angola, Spain, Russia and Brazil. These initiatives helped to create conditions for the <br />
growth of exports into these markets, in particular in the cases of Angola, Russia and <br />
Brazil. <br />
<br />
Within the scope of the “Increase of the export base through the pledge in important <br />
lines”, several information, formative and promotional initiatives were undertaken, <br />
contributing to the increase in the number of exporting companies and the change in <br />
the structure of our exports, based on more innovative and technologically more <br />
developed sectors, generating, thus, grater added value for the national economy. <br />
<br />
The Inov Contacto Programme led to 578 industrial placements, 15% more than the <br />
initial objective of 500 placements. In April <strong>2008</strong>, the Government, through the Council <br />
of Ministers Resolution no. 63/<strong>2008</strong>, launched a new stage boosting the <strong>programme</strong>. <br />
In this way, it was established that the Inv Contract should provide an annual average <br />
of 550 industrial placements during the next 3 years. <br />
<br />
Also aimed at developing the economic use of endogenous resources, the structure for <br />
the boosting of the Sea Strategy was launched with the creation of the Interministerial <br />
Committee for Sea Matters, as a result of the Resolution from the Council of Ministers <br />
40/2007; the objective is to coordinate, monitor and evaluate the implementation of <br />
30
the <strong>National</strong> Strategy for the Sea, assuring its articulation with other strategies, <br />
planning instruments and <strong>programme</strong>s of a clear transversal scope. The <br />
Interministerial Committee for Sea Matters defined the following <strong>programme</strong>s in the <br />
context of the implementation of the <strong>National</strong> Strategy for the Sea: <br />
<br />
1. Planning and Organisation of the Maritime Area and Activities <br />
2. Information and Knowledge Network for the Sea <br />
3. Surveillance, Security and Defence for the Sea <br />
4. Communication and Awareness Raising for the Sea <br />
5. International Cooperation for the Sea <br />
<br />
These Programmes are the embodiment of strategic activities included in the <strong>National</strong> <br />
Strategy for the Sea and includes a set of Plans of Action which enable the proposed <br />
objectives to be reached. For <strong>2008</strong>, the following Plans of Action were launched within <br />
the scope of these <strong>programme</strong>s: <br />
<br />
• Planning the Maritime Area Plan; <br />
• Procedural Simplification and Licensing of Maritime Activities; <br />
• Environmental Monitoring in the Exclusive Economic Zone; <br />
• Information System for Maritime Biodiversity; <br />
• Network of Protected Maritime Areas; <br />
• Definition of the Terms of Constitution of the Oceanic Consortium; <br />
• Update the Clean Sea Plan; <br />
• Sea Awareness Raising Campaign and Promotion; <br />
• Inclusion of the Sea Theme in the Project Area and Educational Resources; <br />
• International Cooperation for the Sea (CPLP). <br />
<br />
In addition, in accordance with the commitment presented in the <strong>programme</strong> of the <br />
17 th Constitutional Government, also included in the first primary action of the <br />
<strong>National</strong> Strategy for the Sea and in the objectives of this Interministerial Committee <br />
for Sea Matters, the creation of a Permanent Forum for Sea Matters was approved. <br />
The Forum was launched on May 7, <strong>2008</strong>. <br />
<br />
The aim of this Forum is to assure an increased participation of the civil society in the <br />
decision processes, the creation of consultation mechanisms of the public entities to <br />
non governmental organisations, companies and citizens, the monitoring of the <br />
activities, measures and policies adopted, the boosting of the sea economy and the <br />
dissemination and access to relevant information within the scope of Sea Matters. <br />
<br />
These initiatives are in full alignment with the lines of action presented in the Blue <br />
Paper for the <strong>European</strong> Maritime Policy adopted by the <strong>European</strong> Commission during <br />
the Portuguese Presidency. <br />
<br />
With regards the extension of the Portuguese continental platform beyond 200 <br />
nautical miles (proposal), the exploratory hydrographical surveys have been <br />
concluded in the area of Continental <strong>Portugal</strong> and Madeira archipelago and 95% of <br />
these surveys were made in the area of the Azores archipelago. The seismic <br />
31
exploratory surveys are included for the area of the Galiza Bank, SW of Madeira and SE <br />
of the Azores archipelago. This data, which covers an area of more than 1.2 million <br />
square metres, enables the preparation of formal documents that constitute the <br />
proposal to extend <strong>Portugal</strong>’s Continental Platform; this document will be delivered to <br />
the Commission for the Continental Platform Limits, created within the scope of the <br />
United Nations Convention on the Sea Law, in May 2009. <br />
<br />
With the acquisition of the ROV Luso, with a dive capacity of 6000 metres, additional <br />
surveys have been carried out to demonstrate the geologic continuity of specific areas <br />
of the extended platform. The execution of hydrographical surveys will also be <br />
undertaken to check and complement, notably, the definition of the whole of the <br />
bathymetric extension of 2500 metres and saturation in areas already selected whilst <br />
also carrying out additional surveys for magnetism and gravimetry. <br />
<br />
<br />
<br />
2.4. Fostering Entrepreneurship <br />
<br />
<br />
In what concerns the promotion of entrepreneurship, the intervention logic in <strong>Portugal</strong> <br />
has been to dynamise an all‐embracing approach, including several measures, <br />
assumed in the context of intervention from the different Ministries and which act in <br />
an integrated way during the whole life cycle of people. In this framework, there has <br />
been a pledge in the creation and development of the enterpreneurial spirit and in the <br />
promotion of qualified entrepreneurship, aimed at the emergence of new managers <br />
and new companies in strategic areas of strong growth potential and innovation. <br />
<br />
The promotion of an entrepreneurial culture, through the creation and development <br />
of the entrepreneurial spirit from the more elementary levels of compulsory schooling, <br />
has represented a significant part of the effort undertaken in <strong>Portugal</strong>. <br />
<br />
Therefore, entrepreneurship represents a fundamental interface activity between <br />
education/training/insertion in the labour market, in the current educational system <br />
and constituted the vehicle for harmoniously matching the educational system and the <br />
economic and productive system. <br />
<br />
The following initiatives stand out: <br />
<br />
• Project “Education for Entrepreneurship” developed within the framework of <br />
the Ministry of Education (DGIDC). The mission of this <strong>programme</strong> is to <br />
guarantee that young students have access to an education which motivates <br />
their entrepreneurship, through the development of competencies integrated <br />
in critical and creative thinking, oriented towards change and problem solving. <br />
This <strong>programme</strong> is directed at students, management bodies, teachers and <br />
other education and school guidance technicians, as well as the remaining <br />
beneficiaries and active intervening parties (students / teachers / parents / <br />
technicians / local community). <br />
32
At a local level, the sustainable development of the project was achieved <br />
through the involvement of partners who actively participate in all stages of the <br />
project, for example, the technicians of the Regional Directorate for Education, <br />
Parent Associations, Central Business (CB) and Business Innovation Centre (BIC). <br />
This <strong>programme</strong> was initially developed as a pilot version between September <br />
2006 and September 2007, involving 23 pilot schools, 143 projects completed <br />
and involving 1,681 students (from basic to secondary Schooling) and 119 <br />
teachers, involving at this stage 99 schools. From August 2007 it was extended <br />
to all schools of the Continent. <br />
• ENE Project – Enterprise at School – in the scope of the EQUAL initiative, <br />
developed between June 2002 and October 2004 by BIC Algarve – Huelva, in <br />
partnership with local/ regional authorities, amongst which the Algarve <br />
Regional Directorate of Education. <br />
In 2006, the project was spread to the whole of the Continental <strong>Portugal</strong> and it <br />
is currently in the appropriation stage in several schools. The aim of this <br />
initiative was to provide a complementary response to the curricular <br />
<strong>programme</strong>s of secondary schooling, especially favouring the active <br />
participation of students and their accountability in designing their own paths. <br />
The ENE, for students aged between 15 and 19 years, the majority of whom <br />
attending technological courses at secondary school, was applied in ten <br />
secondary schools in the Algarve as a non formal learning <strong>programme</strong>, working <br />
with subjects such as “Business Organisation Techniques” and “administrative <br />
Works” or, transversally, in the “Project Area” with an average duration of 3 <br />
hours weekly. <br />
It is basically a learning <strong>programme</strong> set around the preparation of a Business <br />
Plan during one school year, assisted by didactic materials and by a diversified <br />
range of activities which include, amongst others, teacher training, visiting <br />
companies, competition of ideas, pitching of business ideas, company <br />
internships and transnational cooperation. <br />
• <br />
Programme Think Industry, which was considered to be a good practice <br />
regarding young people’s awareness to industrial‐based activities. <br />
<br />
Within a framework of a greater scope and transversality, the efforts in promoting <br />
entrepreneurship in <strong>Portugal</strong> also include the strategic stimulation of the creation of <br />
new business ideas and the emergence of new managers with a new vision of <br />
business which enable their future sustainability. Emphasis goes to the following <br />
initiatives: <br />
• Programme enterprise +, which integrated a set of actions based on the <br />
following objectives and results: <br />
1. Induction of attitudes and behaviours leading to the development of an <br />
innovative, technological and enterprising culture ‐ cycle of 30 seminars, <br />
of a regional and thematic nature, in partnership with universities, <br />
polytechnics and other knowledge centres); <br />
2. Development of competencies for entrepreneurship, through the <br />
creation of an “entrepreneurship lab”, stimulation of the “packet of <br />
ideas and means” and by the implementation of a <strong>programme</strong> of <br />
33
<br />
<br />
<br />
“Training for Entrepreneurs”, providing management tools at different <br />
levels. In the scope of this action, the main results are as follows: <br />
providing access to specialised consultancy support for the <br />
preparation or strengthening of business plans (125 business <br />
plans were backed in 2007 and <strong>2008</strong>); <br />
boosting competencies in project presentation techniques; <br />
organisation of missions abroad to participate in events of <br />
reference. <br />
3. Dynamising of private investors networks (BA – Business Angels), in <br />
which cooperation was established with the existing BA networks; <br />
4. Fostering the start up of new companies and supporting the beginning <br />
of activity by means of: <br />
1. Providing coaching to 14 emerging companies with innovating <br />
characteristics/ technological base; <br />
2. Enabling access to incubation processes to 6 companies; and <br />
3. Enabling access to sources of financing – Enterprise – Market of <br />
Ideas and Financing (Risk Capital, Business Angels, banks and other <br />
private investors). <br />
• Programme NEOTEC (new technology‐based companies), launched in 2005, <br />
aims at the valorisation of the entrepreneurial potential and the stimulation of <br />
an innovation culture. Until the end of 2007, 116 projects were approved and <br />
61 technology‐based companies were formed in the areas of biotechnology, <br />
electronic, automation and robotics, amongst others, with emphasis on the <br />
facts that the entrepreneurial teams involve around 145 doctorates, 94 masters <br />
and 138 graduates and that 74% of these entrepreneurial teams are aimed at <br />
the world market. Because they concentrate on activities of high technological <br />
intensity, developing and producing in the great majority of cases “means of <br />
production” for other sectors, the importance of these technology‐based <br />
companies is multiplied by its diffusing innovation effect to the entrepreneurial <br />
fabric. <br />
<br />
• Programme NEST (Technological Support Companies), which fosters <br />
technology‐based entrepreneurship through the creation and strengthening of <br />
a capital network with capacity to invest in existing technology‐based <br />
companies and through enabling a dialogue with companies specialising in risk <br />
capital. Around 40 companies were supported. <br />
• Competition of ideas, by creating conditions for the formalisation of good <br />
business ideas, which in many cases would otherwise be retained in the <br />
intensions of the promoters and at R&D centres where they originate from and <br />
investment forums; it consists of the creation of “spaces” with the objective of <br />
bringing entrepreneurs, investors and managers together to debate and <br />
stimulate the investment in the seeding and start up stage of technology‐based <br />
companies. <br />
34
Equally directed towards entrepreneurship, mention must also be made of measures <br />
more directed towards specific publics, which promote the creation of selfemployment, <br />
such as Local Employment Initiatives (ILE), backing for Employment <br />
Projects promoted by beneficiaries of unemployment benefits (APE) and also <br />
Microcredit supported by different entities (IEFP/ ANDC/ ANJE). <br />
− Local Employment Initiatives 8 (ILE) – measure with the objective of supporting <br />
the projects leading to the creation of new entities and which originate net <br />
creation of new jobs, contributing towards dynamising local economies by <br />
means of small investments. <br />
<br />
Execution of the ILE between 2005‐2007 <br />
<br />
31 st of Dec 2005 31 st of Dec 2006 31 st Dec 2007 <br />
Covered Payment Covered Payment Covered Payment <br />
ILE 3,889 24,681,957.69 4,377 27,955,774.41 4,162 28,413,009.68 <br />
<br />
Source: IEFP – Activity Report. <br />
Covered (n. of People); Payments (Euros). <br />
<br />
− Backing of Employment Projects promoted by beneficiaries of unemployment <br />
benefits <br />
9 (APE)‐ aimed at backing employment projects promoted by <br />
beneficiaries of unemployment benefits, as long as they guarantee the <br />
promoters a full time job. <br />
<br />
Execution of APE between 2005‐2007 <br />
<br />
31st Dec 2005 31st Dec 2006 31st Dec 2007 <br />
Covered Payment Covered Payment Covered Payment <br />
APE 1,608 3,379,736.32 1,705 3,514,404.22 1,766 3,390,503.28 <br />
<br />
Source: IEFP – Activity Report. <br />
Covered (n. of people); Payments (Euros). <br />
<br />
Given their importance within the Portuguese context, these initiatives are planned to <br />
continue in the <strong>2008</strong>‐2013 period, namely within the framework of the Human <br />
Potential Operational Programme, through axis 5 – Supporting Entrepreneurship and <br />
Transition into Active Life, specifically in the Supporting Employment intervention <br />
typology. After a first evaluation of tenders completed by 15 th April <strong>2008</strong>, 5 applications <br />
were submitted in a requested amount of 48,060,000€. <br />
<br />
Still in relation to these specific publics, mention goes to Microcredit, based on a <br />
partnership between three entities: the State, through the Institute of Employment and <br />
Vocational Training (IEFP), which supplies technical and financial support, the <strong>National</strong> <br />
Association for the Right to Credit (ANDC) which operates as mediating entity between <br />
technical support and financing; and several bank organisations providing microcredit. <br />
8 Alteration with Ordinance n.196-A/2001 of March 10th and the initial creation of Decree-Law n.189/96 of October 8th.<br />
9 Creation with Ordinance n.196-A/2001 of March 10th.<br />
35
The maximum amount of support supplied is of 12,000 Euros (30 times the guaranteed <br />
minimum monthly remuneration). Since it began in 1999 and until the end of 2007, 747 <br />
companies were created, with agreed credit of over 3 million Euros. <br />
<br />
Following the promotion of Microcredit, a protocol was established between the <br />
Portuguese Government and the Imamat Ismaili in December 2005, for the creation of <br />
a Microcredit Bank as a non profit agency, with the aim of helping the people who are <br />
more exposed to situations of poverty when preparing to participate in the extended <br />
economy and accessing healthcare and education. <br />
<br />
Additionally, focus goes to a line of credit especially designed to finance young and <br />
small projects, amounting to a total of 250,000€, with an 80% limit on the value of the <br />
total investment. <br />
<br />
Parallel to this, focus goes to the action among other underprivileged public in the <br />
labour market, including women, the prison population and immigrants. <br />
<br />
− Women: Measure “Supporting Female Entrepreneurship” 10 – measure aimed <br />
at assisting the creation of support networks to female entrepreneurship and <br />
the vocational training adapted to the creation and consolidation of micro and <br />
small companies, favouring the access to self‐employment. This measure was <br />
centred in the approval of vocational training/consultancy actions, aimed at the <br />
creation, development or consolidation of micro and small companies managed <br />
by women. <br />
By 2007, (November) around 142 projects were approved, corresponding to an <br />
investment of around 9,889,484€. Around 3,728 women did vocational training <br />
and 1,050 received consultancy. It is important to mention that around 387 <br />
women were aided in setting up a company. <br />
This is expected to continue within the scope of POPH, through axis 7‐ gender <br />
Equality, intervention typology 7.6 regarding Supporting Entrepreneurship, <br />
associations and the creation of entrepreneurial networks of economic activities <br />
managed by women. <br />
<br />
− Prison Population: Project “Entrepreneurship for the Social Reinsertion of <br />
Prisoners” – with the strategic object of creating conditions for the socioprofessional <br />
(re)insertion of the prison population and avoiding their relapse <br />
into crime, through a pledge with the development of competencies of <br />
entrepreneurship, led by the General‐Directorate of Prison Services (DGSP), <br />
integrated in the “Manage to innovate in the prison services” partnership and <br />
co‐financed by the Community Initiative Equal, with a budget of one million, <br />
five hundred and forty‐eight thousand Euros. <br />
<br />
The possible options at the end of this project are freelancing, creating one’s <br />
business, working for someone else, returning to school or vocational training. <br />
10 Operational Programme Employment, Training and Social Development, financed by the <strong>European</strong><br />
Social Fund.<br />
36
<br />
<br />
<br />
The pilot‐project lasted a total of 12 months and took place in five prison <br />
establishments spread over Castelo Branco, Leiria, Sintra and Beja. <br />
<br />
The project was implemented for the first time in May 2006, involving 50 <br />
professionals (Directors, Heads of Prison Guards, Subheads and Prison Guards, <br />
Technicians and Teachers) and 50 prisoners. Currently a second edition of the <br />
project is being prepared at The Pilot Prison Establishments and, from <strong>2008</strong>, the <br />
project will be extended to the whole Prison System (52 prisons). <br />
<br />
− Immigrant Population: At the end of 2006, a Nucleus of Support for <br />
Entrepreneurship (NAE) was opened in order to stimulate entrepreneurship <br />
among immigrants by supporting: i) entrepreneurial initiatives; ii) company <br />
start‐up process and iii) existing products in the financial system. A Support <br />
Guide for the Entrepreneur is being prepared; the aim of the High <br />
Commissioner for Immigration and Intercultural Dialogue (ACIDI) is to intensify <br />
the articulation with the <strong>National</strong> Association for Credit so as to improve the <br />
support in the concession of microcredit. <br />
2.5. Energy market <br />
<br />
In the energy domain, also in line with one of the “Future Challenges” dealt with in the <br />
first part of this Report, the move has been towards a liberalised and competitive <br />
market, with the following legislative acts having been published regarding the <br />
functioning of the Iberian Electricity Market: <br />
<br />
‐ Decree Law 264/2007, of 24 July, which alters Decree‐Laws 240/2004, of 27 <br />
December, and 172/2006, of 23 August, putting in place a number of measures <br />
aimed at implementing a new stage in the consolidation and further exploration of <br />
the Iberian Electricity Market, dealing with the process for early stoppage of the <br />
Power Purchase Agreements referred to in Decree Law 240/2004, of 27 December, <br />
and altered by Decree Law 199/2007, of 18 May, for the purchase of electricity by <br />
the supplier of last resort and the creation of a power guarantee mechanism <br />
‐ Order nr. 27332/2007, of 4 December, by the Energy Services Regulatory Authority <br />
approving the joint rules for contracting <strong>Portugal</strong>‐Spain interconnection capacity; <br />
‐ Government order nr. 57/<strong>2008</strong>, of 11 January, which defines the rules applicable to <br />
the sale of electrical energy via virtual capacity auctions of electrical energy <br />
production; <br />
‐ Order nr. 2838/<strong>2008</strong>, of 5 February, regarding the electricity virtual capacity auctions <br />
by the sellers actuating within the Iberian Electricity Market. <br />
<br />
The virtual capacity auctions have contributed towards increasing the liquidity of the <br />
market. From inception until June <strong>2008</strong>, the accumulated electrical energy traded has <br />
been 44 458 GWh, with a total value of 2, 361.9 M€. <br />
<br />
37
<strong>Portugal</strong> is already an example to follow in promoting the liberalised, competitive <br />
market: <br />
‐ <strong>Portugal</strong> is one of the three EU countries with full unbundling of the electricity and <br />
gas networks, with assets concentrated in the same company; <br />
‐ It has one of the most ambitious objectives in the EU for interconnection capacity, <br />
more than 20% in <strong>2010</strong>, currently already over 10%; <br />
‐ <strong>Portugal</strong> is one of the six countries with the lowest public capital among market <br />
players, together with the United Kingdom, Germany, Belgium, Spain and Ireland; <br />
<br />
<br />
<br />
‐ The Iberian Electricity Market is the second regional electricity market implemented <br />
in the EU, with around 30 million consumers. <br />
<br />
In addition to the objective of promoting a liberalised and competitive market in the <br />
energy sector, the Government established another two objectives, environmental <br />
compatibility and supply safety, which are enshrined in the <strong>National</strong> Energy Strategy. <br />
This is an ambitious policy that is an important factor for the sustained growth of the <br />
Portuguese economy and its competitiveness. The developments in this sector are set <br />
out in the energy driver. <br />
<br />
<br />
<br />
<br />
Driver3. Information and innovation networks <br />
<br />
Globalisation and the rapid changes in technology that characterise today’s society have made it <br />
necessary to promote the effective diffusion of knowledge and its economic appreciation, key factors <br />
for innovation and competitiveness. <br />
<br />
The Information and Innovation Networks, established on a partnership basis and on specialised sub <br />
networks within the different segments in the process for generating the economic appreciation of <br />
knowledge, are recognisably important instruments for encouraging economic activity. The emphasis <br />
given to the development of Information and Innovation Networks, with a view to excellence based on <br />
the collaboration of institutions in the scientific and technological system, higher education and the <br />
economic fabric, is a powerful instrument for improving the match between technology supply and <br />
demand, as well as facilitating access to financing for innovation. <br />
<br />
Activity in this domain includes the setting up of initiatives aimed at supporting the creation and <br />
galvanisation of R&D Thematic Networks, namely via the MIT‐<strong>Portugal</strong>, CMU‐<strong>Portugal</strong> and UTAustin‐<br />
<strong>Portugal</strong> <strong>programme</strong>s, together with the formation of the Competitiveness and Technology Centres, <br />
groupings of companies, teaching and training establishments and research units geared towards the <br />
development of innovative projects with high collective efficiency and strong international visibility. <br />
<br />
In this context, concrete and complementary measures have been put into practice, including: <br />
<br />
Thematic networks and R&D consortia in the New Partnerships for the Future <br />
<br />
In an unprecedented move in <strong>Portugal</strong>, the new international partnerships in Science and Technology <br />
and for Higher Education, launched in 2006 and 2007, have made it possible to implement new R&D <br />
consortia throughout 2007 via thematic networks, involving a wide range of Portuguese institutions, <br />
38
with the objective of stimulating internationalisation, and based on advanced training supervised <br />
projects, sustainable plans for stimulating new knowledge and appreciating new ideas in collaboration <br />
with renowned international institutions. <br />
<br />
<br />
In this context, researchers at Portuguese institutions and at MIT are developing joint R&D activities in <br />
priority projects and themes. The thematic networks include: <br />
<br />
• In the MIT‐<strong>Portugal</strong> program, a partnership established with the Massachusetts Institute <br />
of Technology (MIT), focussing on Engineering Systems, the areas of (i) Sustainable Energy <br />
Systems, (ii) Transport Systems, (iii) Advanced Conception and Production Systems and (iv) <br />
Bioengineering Systems <br />
<br />
• In the CMU‐<strong>Portugal</strong> program, a partnership established with the Carnegie Mellon University <br />
(CMU), focussing on ICTs, the areas of Software Engineering, Information Networks, <br />
Information Safety, Language Technologies, Sensor and Risk Management Technologies and <br />
Networks in critical Infra/structures, and Engineering and Public Policies. <br />
<br />
• In the UTAustin‐<strong>Portugal</strong> program, the partnership established with the University of Texas in <br />
Austin (UTAustin), the areas of Digital Contents, Advanced Computation, Mathematics and <br />
the marketing of science and technology, including support for the conception and <br />
concretisation of new business projects with a scientific and technological basis (via the <br />
UTEN, University Technology Enterprise Network). <br />
<br />
• Through the setting up in <strong>Portugal</strong> of the first Fraunhofer Institute in Europe outside of <br />
Germany, the area of Ambient Assisted Living, with plans afoot to also establish consortia of <br />
R&D cooperative projects involving Portuguese institutions and Fraunhofer institutes four <br />
areas: i) logistics; ii) biotechnology; iii) advanced production systems applicable in the <br />
automobile industry; and iv) nanotechnologies. <br />
<br />
In response to the Programme projects relevant for the Portuguese industrial community, a wide <br />
groups of companies have adhered to and participated in the <strong>programme</strong>s as “Industrial Affiliates”, <br />
among them some of the major companies in the energy and automobile sectors in <strong>Portugal</strong>, and from <br />
the ICT and multimedia contents sector, including big national and international companies and new <br />
technology‐based companies. <br />
<br />
These R&D activities are also supported by the advanced training <strong>programme</strong>s of each partner, <br />
involving researchers, lecturers, PhD and post‐graduate students, engineers and technicians, both <br />
national and foreign, in institutions and companies. <br />
<br />
So as to further the opportunity launched by the UTAustin‐<strong>Portugal</strong> program, the UTEN, University <br />
Technology Enterprise Network, will be extended to the various <strong>programme</strong>s of the international <br />
partnerships in progress, with the aim of guaranteeing the gradual development of a consolidated <br />
network of technology transfer and marketing offices in public and private technology institutions with <br />
relevant R&D technology in <strong>Portugal</strong> in close collaboration with international partners. <br />
<br />
<br />
<br />
Networks of Centres of Excellence <br />
<br />
Following the creation of the 8 Networks of Centres of Excellence in 2006, organized around specific <br />
areas (Bio‐Energy, Healthcare and Medicine, Dematerialization of Transactions, Mould Micromachining, <br />
Mobility, Polymers, the Agro‐forestry and Food Sector, Telecommunications and Information <br />
Technology), interim assessment began in 2007‐<strong>2008</strong>, to provide follow‐up and monitoring to ensure <br />
that the objectives were being met and expected results achieved. The Networks of Centres of <br />
Excellence consist of consortia of companies, research centres and institutes, technology centres, <br />
39
universities, polytechnics and other Higher Education Institutions, public bodies and business or sector <br />
associations, with a view to creating collaborative networks aiming for excellence, while simultaneously <br />
allowing for the development of innovation clusters and intensive knowledge, contributing to the <br />
development of the economic and social fabric of a region and/or sector. Altogether, they include the <br />
participation of 100 companies and associate companies, 5 technology centres and 53 scientific and <br />
higher education institutions. <br />
<br />
<br />
Competitiveness and Technology Centres <br />
<br />
With a view to creating and invigorating the Competitiveness and Technology Centres, the following <br />
initiatives were set up: <br />
i) Cluster mapping and the respective territory intersection grid: in progress; <br />
ii) Launch of a pilot phase through supporting experimental cases: under preparation; <br />
iii) Launch of implementation phase; under preparation; <br />
iv) Holding meetings with stakeholders representing the economic aggregates and/or sectors with a <br />
view to divulging and galvanising initiatives to encourage collective efficiency strategies <br />
(Competitiveness and Technology Centres and other Clusters); <br />
v) Framework rules and regulations for the Collective Efficiency Strategies Programme of the <strong>National</strong> <br />
Strategic Reference Framework; <br />
vi) Launch of the first Competition for the “Recognition of Competitiveness and Technology Centres <br />
and other Clusters”, within the scope of the <strong>National</strong> Strategic Reference Framework. <br />
<br />
FINICIA Platforms <br />
Implementation of the FINICIA Programme is based on the creation of partnerships (called Platforms) <br />
between the institutions of the Science and Technology System and local development agents. <br />
14 platforms have been created (13 on the mainland and 1 in the Autonomous Region of the Azores) <br />
involving all of the public Universities and Polytechnics, covering over 160 public and private bodies <br />
(namely, Banks, Venture Capital Companies and Mutual Guarantee Companies, Science and Technology <br />
Parks and Municipal Councils) to expedite the processes for scrutinising ideas and projects for creating <br />
innovative companies. <br />
Three credit lines have been created for new business projects, provided by the BPI, Millennium and <br />
BST banks, these are supported by a Mutual Guarantee, guaranteeing up to 75% of the value of the <br />
credit granted. <br />
73 municipal FINICIA funds were created, 14 of them between October 2007 and August <strong>2008</strong>, in <br />
collaboration with banks and local authorities. These were for micro credit operations for setting up <br />
micro and small companies. The total value of the Funds already created comes to a 21.53 million <br />
Euros, of which 2.925 million Euros is related to funds created since October 2007. <br />
By the end of August, 453 credit and risk capital financing operations had been approved, of which 390 <br />
have been implemented or are at the implementation stage. The number of credit operations <br />
approved, supported by Mutual Guarantee, is 295, which corresponds to an overall investment of <br />
23.23 million Euros. 95 risk capital operations were approved, 49 of which have been realised, involving <br />
a global investment estimated at 26 million Euros and risk capital financing to the sum of 7.8 million <br />
Euros. <br />
<br />
Business Angels (BA) Networks <br />
Within the scope of the Empreender+ Programme, an initiative was launched to stimulate the <br />
introduction of the Business Angels (BA) activity in <strong>Portugal</strong>, contributing to the creation of 10 BA <br />
networks. <br />
<br />
Knowledge Enhancement Centres and Business Potential Enhancement Centres <br />
<br />
Following on from the approval of the 22 Knowledge Enhancement Centres (Technology And <br />
Knowledge Transfer Workshop) in 2006, which provided an environment for University‐Company <br />
cooperation with the aim of identifying and fostering the transfer of innovative ideas and concepts to <br />
the business fabric, the networking of this group of structures, involving Technology Centres, <br />
University/Company interface structures (e.g., INEGI, INOV INESC, UNINOVA), Industrial Property <br />
40
Support Offices, IRC/EIC – Innovation Relay Centres / <strong>European</strong> Info Centres, Technology And <br />
Knowledge Transfer Workshops, is now being promoted. In addition to the entrepreneurial support <br />
activities in the Technology And Knowledge Transfer Workshops, 12 VPE nuclei (Valorização do <br />
Potencial Empresarial ‐ Business Potential Enhancement Centres) as part of the NEOTEC initiative, <br />
involving Higher Education institutions and other bodies connected with promoting entrepreneurship. <br />
<br />
<br />
<br />
<br />
Driver 4. Connect <strong>Portugal</strong> <br />
An Action Plan to mobilize the Information and Knowledge Society <br />
<br />
In July 2005, the Government adopted the Connect <strong>Portugal</strong> initiative, whose actions included: <br />
• Making it easier for Families with Students to Buy Computers: 50% of the amount spent on buying a <br />
personal computer, including software and terminal equipment, is tax deductible, up to a limit of €250 <br />
in purchases, between 1 December 2005 and 31 December <strong>2008</strong>. In December 2005, offers appeared <br />
on the market allowing for the purchase of computers with internet connection for 200€ or 250€, after <br />
the aforementioned tax deduction. <br />
• Broadband Internet Connection for State Schools: in January 2006 all State Schools from the 1st to <br />
the 12th year had broadband internet connection (one year before, only 18% had broadband internet <br />
connection). <strong>Portugal</strong> was thus one of the first EU countries to ensure broadband connection for all <br />
state schools, as it had been a pioneer in connecting all schools to the internet via ISDN in 2001, and all <br />
schools from year 5 to year 12 in 1997. In 2007, school connection bandwidths were increased <br />
significantly, generally to twice the previous bandwidth. <br />
• Approval, on 16 August 2007, of the Education Technology Plan, which has the following targets for <br />
<strong>2010</strong>: to achieve an average of 2 students per computer with internet access (in 2006 there were 9.6 <br />
students per computer), to equip all classrooms with video projector, to guarantee internet access in all <br />
schools at 48 Mbps minimum; to adopt the electronic card for all students; make publicly available the <br />
use of electronic means of communication, giving all students and teachers email addresses, ensuring <br />
that 90% of teachers and 50% of students have their ACT skills certified. <br />
• Launching, in 2006, the Ministry of Education’s Schools, Teachers and Portable Computers initiative, <br />
reinvigorating 1,100 schools with 26,000 portable computers, and, in 2007, launching the <strong>programme</strong> <br />
e.escola, giving students and teachers in primary and secondary education, and adults and young adults <br />
in the New Opportunities Training Programme, portable computers with mobile broadband connection <br />
at reduced costs (150 Euros upfront and 15 Euros per month, and less for students on school benefits), <br />
with over 200 thousand people having already benefited. <br />
• Launching, in July <strong>2008</strong>, the <strong>programme</strong> e.escolinhas, via which around half a million primary school <br />
students will receive a new, low‐cost computer, assembled in <strong>Portugal</strong> in partnership with Intel. <br />
• Considerably increasing the bandwidth for universities, polytechnics and research institutions: in <br />
2005 the bandwidth for the RCTS ‐ the Science Technology and Society Network ‐ more than doubled, <br />
reaching 2.5 Gbps, and, in July <strong>2008</strong> it was quadrupled to 10 Gbps, resolving a problem that had been <br />
dragging on for several years, that of <strong>Portugal</strong> being the only country in the EU15, except for Greece, <br />
with no connection at this bandwidth to the research and education networks in the other countries. <br />
The connection between Lisbon and Braga was greatly improved with the acquisition of a fibre‐optic <br />
link between the University of Lisbon, the Technical University of Lisbon, the New University of Lisbon, <br />
the Universities of Coimbra, Aveiro, Porto and the Minho, benefiting, in terms of student numbers, 60% <br />
of the higher education system and 78% of universities with research units approved by the <br />
international assessments of the FST – Foundation for Science and Technology, and also increasing the <br />
bandwidth connections for the Polytechnics Institutes of Coimbra and Porto. The Lisbon – Braga <br />
research and education network was thus speeded up to 10 Gbps. <br />
• Connection of the RCTS in fibre‐optic ring to Spain and the <strong>European</strong> network Géant2 at 10 Gbps: At <br />
the <strong>Portugal</strong>‐Spain summit in November 2005 it was decided that each country would complete its <br />
education and research network to the Minho‐Galiza and Alentejo‐Estremadura borders, with mutual <br />
benefits in increased international connectivity and connection safety in the event of a break in the <br />
line, and much greater connectivity to the <strong>European</strong> Géant2 network. The northbound fibre‐optic <br />
section to the Minho‐Galiza frontier in Valença was concluded in 2007, also ensuring the fibre‐optic <br />
41
connection for the Viana do Castelo Polytechnic Institute. The Lisbon‐Setúbal‐Évora‐Portalegre‐<br />
Alentejo/Estremadura Border progressed in <strong>2008</strong> and is almost concluded, and will also provide 10 <br />
Gbps fibre‐optic connection for the University of Évora and the Polytechnic institutions of Setúbal and <br />
Portalegre. There is also a fibre optic connection in progress for the Polytechnic of Santarém. Thus, in <br />
terms of student numbers, more than 70% of the higher education system and 82% of universities with <br />
research units approved by the FST have connections of up to 10 Gbps in a public sector owned fibre <br />
optic network. <br />
• High usage of the Online Knowledge Library (b‐on): b‐on provides unlimited permanent access in <br />
research and higher education institutions to over 16,750 international scientific publications by 16 <br />
publishers, via internationally agreed subscriptions. In 2005 the number of articles downloaded in this <br />
library was 3.4 million, compared to 2.1 million in 2004, numbers that demonstrated very high usage. In <br />
2006, the number of downloads rose to 3.7 million, and in 2007 to 4.2 million. In 2007, the Online <br />
Knowledge Library (b‐on) was extended to all public higher education systems and also to State <br />
Laboratories and non/profit/making research institutions approved in the FST international assessment <br />
processes, and a new financing model was put in place, ensuring disciplinary unity for and universal <br />
access to the library. <br />
• The development, in <strong>2008</strong>, of a platform to integrate the open‐access scientific information <br />
repositories in the country into one coherent national metadata system freely available to the scientific <br />
and higher education institutions wishing to house their repositories there and safeguarding the <br />
individual nature of the respective corporate identities. Currently, the following institutions have <br />
repositories of this type: the universities of the Minho, Porto and Évora, ISCTE and the <strong>National</strong> Library <br />
(dissertations and theses) with a total of over 5,000 records. <br />
• The launch in April 2006 of the <strong>National</strong> Grid Initiative (INGRID) promoting a Computation Grid in <br />
<strong>Portugal</strong>, and approval at the <strong>Portugal</strong>‐Spain Summit of November 2006 of the bilateral initiative <br />
IBERGRID to integrate in a coherent network the computational grid infrastructures of the two <br />
countries, with the objective of achieving significant computation grid critical mass on a <strong>European</strong> <br />
scale. In 2007, within the scope of the IBERGRID initiative, the bilateral Technical Commission prepared <br />
a Design Bases Document for a Common Iberian Distributed Computation Infrastructure Plan. <strong>Portugal</strong> <br />
and Spain coming together in IBERGRID has allowed them jointly to create a network recognised in the <br />
project EGEE – Enabling Grids for E‐science in Europe by the Southwest Europe Federation, which <br />
currently has over 1,500 CPUs and has come to play an important role in the Computational Grid <br />
infrastructure of Europe. This project brings together scientists and engineers from over 240 scientific <br />
institutions in 45 countries to provide a permanent Computation Grid infrastructure with 41,000 CPUs <br />
and 5 Petabytes of disc (5 million Gigabytes), and keeps 100,000 computational processes running. <br />
<strong>Portugal</strong> was initially involved in the project through the LIP – Particle Experimental Physics and <br />
Instrumentation Laboratory (Lisbon and Coimbra), but participation was extended to the universities of <br />
Porto and the Minho, the Plasma Physics Centre of the Instituto Superior Técnico, the Electronic and <br />
Telematic Engineering Institute (IEETA) of the University of Aveiro, and the Universidade Lusíada <br />
(Famalicão), all of whose computational grid infrastructures were already contributing to the total <br />
EGEE infrastructure. <br />
• Promoting and supporting, as part of the INGRID <strong>programme</strong>, 15 R&D grid/based projects, with total <br />
financing granted by the FST of around 1.7 million Euros, which were approved by a public tender <br />
launched in November 2006 which received 37 bids and was assessed internationally, with <br />
Computation Grid applications geared to areas ranging from the simulation and analysis of high energy <br />
physics data such as those that will be produced by LHC and by plasma physics and nuclear fusion, to <br />
predicting the evolution of the coastline, simulating forest fires, mapping atmospheric pollution, <br />
simulating protein structure, repositories for medical applications, brain imaging. <br />
• Supporting the construction, in 2007‐<strong>2008</strong> of a main node for the Grid infrastructure with the <br />
creation of a large, 400 m2 data centre for the Computation Grid, and the increase of the Portuguese <br />
Grid infrastructure to around 400 CPUs in May 2007, 650 CPUs in June <strong>2008</strong> and over 1,200 CPUs by <br />
the end of <strong>2008</strong>, attaining a dimension in <strong>Portugal</strong> that is of relevance at <strong>European</strong> level, and also a <br />
prominent role in the Council of Policies for the 2‐year <strong>European</strong> project initiated in 2007 to prepare <br />
the creation and organisation model for the EGI – <strong>European</strong> Grid Initiative, involving the national Grid <br />
Initiatives of 38 countries, including the EU 27. Also worthy of mention is <strong>Portugal</strong>’s participation in <br />
the CERN project LCG – LHC Computing Grid (2003‐2023) that created the largest computing grid <br />
system in the world to store and analyse data from CERN’s new LHC – Large Hadron Colider <br />
experiment, which marked the <strong>2008</strong> scientific year with its fundamental importance, with the LIP <br />
42
operating one of around 60 Tier2 world centres (the LCG also has 11 Tier centres1 and the Tier0 centre <br />
operated directly by the CERN). In less than two years from launching INGRID, <strong>Portugal</strong> entered the <br />
<strong>European</strong> Computation GRID map and established the conditions for participating in an influential <br />
position in the decisions on the future of the <strong>European</strong> GRID Initiative and the enormous computation <br />
GRID system that is being built in Europe. <br />
• Forecasting the components of strategic interest for new developments in the Information and <br />
Knowledge Society within the scope of international partnerships especially in Information Safety, <br />
Critical Infrastructures and Sensor Networks in the CMU – <strong>Portugal</strong> Programme initiated at the end of <br />
October 2006, in Advanced Digital Contents and Distributed Computation in the UT Austin – <strong>Portugal</strong> <br />
<strong>programme</strong> initiated in March 2007, in Intelligent Environments supporting Life Quality and Inclusion <br />
and the development of the Internet of Things in the Fraunhofer– <strong>Portugal</strong> Programme launched in <br />
April 2007, in the development of Contents in Portuguese on Healthcare and Research made publicly <br />
available in the Harvard – <strong>Portugal</strong> Programme, preparation for which was launched in April 2007. <br />
• Virtual Campus – Higher Education Wireless Network (e‐U): In 2005, the number of higher education <br />
institutions with wireless networks went from 8 to 57, achieving coverage, in terms of students <br />
enrolled, of over 85% of all higher education, a set of schools with over 310 thousand students. Since <br />
this network has inter‐institution roaming, the integration of all higher education institutions is <br />
therefore ensured in a single Virtual Campus, allowing a student of teacher who is temporarily at <br />
another university or polytechnic to access the resources of his own establishment as if he were <br />
actually there. In 2006 and 2007 the planned extension of services and contents for the corresponding <br />
projects took place, increasing the number of users. Extending the roaming within the scope of the <br />
<strong>European</strong> network Eduroam, and in <strong>2008</strong> the infrastructures and services installed were certified, <br />
including access for citizens with special needs. <br />
• High Growth in Broadband Penetration: According to ANACOM data, broadband penetration (fixed or <br />
mobile) in the population was three times greater in the 2nd quarter of <strong>2008</strong> than the 1st quarter of <br />
2005. The figures for the second quarter of <strong>2008</strong> were 33%, of which 15% were fixed connections and <br />
18% mobile connections. There was a steep growth in broadband penetration, especially with regard to <br />
mobile connections, which, in the second quarter of <strong>2008</strong> were 11 times greater than they had been <br />
two years previously, radically altering the panorama of <strong>Portugal</strong> and making it the EU country with the <br />
highest mobile broadband penetration. Broadband penetration among families grew 50% from 2005 to <br />
2007 (1st quarters). <br />
• Register of .pt domains: The number of internet domains with .pt, covered by the FCCN – Foundation <br />
for <strong>National</strong> Scientific Computation, grew by 36% in 2005, to around 80 thousand domains, At the <br />
beginning of March 2006 new rules came into force that made it easier to register domains and <br />
allowed cost‐cutting by 40% through adopting a totally on‐line registration system. As a result, in <br />
August 2006 there were over 100 thousand domains registered. In 2007 domain name registration was <br />
made more flexible and electronic receipts were adopted for the respective payments, which has <br />
already achieved 40% user accession. In September <strong>2008</strong> the number of domains registered exceeded <br />
234 thousand, corresponding to 2.3 times the number for the end of 2004. <br />
• Approval, in April 2007, of 4 Community Network projects – <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=28&Itemid=187 -<br />
tras Rede Comunitária do Distrito de Évora, Rede Comunitária do Vale do Minho, Valimar Net. The <br />
Community Networks are broadband public networks in less‐favoured regions or where there are gaps <br />
in the telecommunications market, and they must be technologically neutral and provide identical <br />
access for all operators in tenders for their operation. These projects jointly involve the installation of <br />
over 1,000 Km of fibre optic connections. The projects are now in progress, with over 300 Km of <br />
technical cabling already installed. <br />
• Promotion of Digital Inclusion: Around 327 Internet Spaces are up and running at points spread <br />
around the country, with special social equipment in local authorities, and over 187 in municipal <br />
libraries, allowing free broadband internet access to anyone, with personal support. These are an <br />
important part of a total of over 1,170 Internet Spaces set up in other settings, namely in Digital City <br />
and Region projects and social solidarity institutions. The Internet Spaces Network was set up in <br />
November 2006 to ensure coordination of initiatives and the sharing of good practice for this powerful <br />
instrument for social integration. An NGO network for social solidarity is maintained – Rede Solidária – <br />
with a specific presence on the Internet, 240 broadband Internet access points, 650 electronic <br />
mailboxes, 13 video‐conference connections between schools and hospitals. The 3rd Generation <br />
Schools Programme, which functions in collaboration with the High Commission for Immigration and <br />
43
Intercultural Dialogue, has done notable work on social inclusion, involving over 400 local institutions, <br />
around 400 technicians and the support of 48,000 children and young people, including in its over 130 <br />
Digital Inclusion Centres. (111 from 3rd Generation and 21 from 2nd Generation). <br />
<br />
• Significant increase in the availability of information at hospital Internet sites from 2004 to 2006, <br />
namely the duplication of sites with information on prevention and healthcare (available on 50% of the <br />
sites) and four times the number of sites indicating what to do in the case of a medical emergency <br />
(available on 30% of sites). <br />
• Growth in the number of companies with broadband connections, which in 2006 included 98% of <br />
large companies, 90% of medium companies and 62% of small companies. <br />
• Improved availability of Online Public Services: On 20 September 2007 The <strong>European</strong> Commission <br />
published new assessment data on the online availability of basic public services, now regarding the <br />
situation in April‐May 2007. The figures for <strong>Portugal</strong> were significantly improved, whether for the <br />
service sophistication indicator or for full online availability, which both stood at 90% and with these <br />
indicators for companies being 100%. <strong>Portugal</strong> rose once again in the ranking of the 31 countries <br />
considered, going to 4th place on the sophistication of provision indicator and to 3rd place for full <br />
online availability. It was the biggest rise registered among all 31 countries. Bearing in mind the <br />
improvements made in the 2006 assessment, from October 2004 to April‐May 2007 <strong>Portugal</strong> rose on <br />
both indicators, from 11th to 2nd in the EU15 countries, and from 11th and 13th to 4th and 3rd in the <br />
EU‐27, respectively, for the indicators of sophistication and full online availability. The progress made in <br />
electronic public administration included: the creation of completely online companies since June 2006, <br />
online trademark registration since December 2006 which has been used since then in around 80% of <br />
cases, cutting to 1/3 the response time to a request for registration, making <strong>Portugal</strong> one of the fastest <br />
countries for trademark registration, provision of the electronic Citizen’s Card with access to 5 public <br />
services since February 2007, the online Simplified Business Information (IES) service since April 2007 <br />
which has already received over 158,000 renderings of accounts by this means, the option to register <br />
patents online from September 2007, the making of around 70% of tax returns via internet in <strong>2008</strong> and <br />
the processing of all VAT via internet since 2005, the free online provision of the Diário da República <br />
since June 2006, saving 27 tonnes of paper per day, and the Single Vehicle Document. <br />
• The decision, by Resolution of the Council of Ministers in October 2007, to give all citizens with <br />
special needs access to all Government Internet sites and those of Central Government public services <br />
and bodies in accordance with the directives on Internet content accessibility of the World Wide Web <br />
Consortium (W3C), thus extending a 1991 Resolution of the Council of Ministers to ensure Internet <br />
access to the sites of public bodies (which did not, however, define an enforceable standard) whereby <br />
<strong>Portugal</strong> was the first country in Europe and the 4th in the world to approve legislation with this <br />
objective. <br />
• <strong>National</strong> Programme of Electronic Purchases: At the end of 2006 this involved all 16 ministries (as <br />
opposed to 8 in Jan 2005), around 920 bodies (19 in Jan 2005), 12 categories of products (4 by Jan <br />
2005), 103 aggregation and negotiation processes (27 in Jan 2005). Total traded volume was 41 million <br />
euros, with a saving of around 20%. The <strong>programme</strong> accelerated sharply, with electronic public <br />
purchasing for 2006 being more than double the amount accumulated in the three previous years, <br />
since the start of the <strong>programme</strong> in 2003, and after having grown more than 33% during 2005. <br />
<br />
<br />
44
Driver 5. Energy <br />
<br />
Energy policy is increasingly becoming a driver for economic growth, especially thanks to its capacity <br />
for generating new investment in projects with high technology input and for creating jobs. <br />
The Government has adopted an ambitious energy policy, set out in the <strong>National</strong> Energy Strategy <br />
(Resolutions of the Council of Ministers, October 2005), establishing three main objectives for the <br />
sector: <br />
- Encouraging competition; <br />
- Guaranteeing environmental compatibility for the whole energy process; <br />
- Guaranteeing the safety of energy supply. <br />
<br />
The Government has been taking a strongly proactive policy in the area of renewable energies. Hence, <br />
in its sustainability framework, in 2007 it defined new commitments for <strong>2010</strong> in promoting renewable <br />
energy sources, reinforcing the measures already established. <br />
<br />
ENCOURAGING COMPETITION <br />
<br />
The Government established a central objective of stimulating the energy sector, creating liberalised <br />
and competitive markets. The reorganisation of the whole legal and regulatory framework, with the <br />
publication of framework laws and complementary legislation for electricity, natural gas and <br />
petroleum, was the first concrete step in implementing this strategy. <br />
<br />
With regard to the liberalisation of the markets, the measures adopted in the electricity market gave all <br />
consumers effective right of choice, as from 4 September 2006, placing <strong>Portugal</strong> among the EU <br />
countries that have achieved total liberalisation in this market. In the natural gas market, the <br />
Government has forestalled the previously agreed dates for derogation, bringing forward by two years <br />
the liberalisation period for domestic consumers and by one year for industrial consumers. <br />
<br />
The defined policy also included the creation of two large competing operators in the gas and <br />
electricity sector: EDP – Energias de <strong>Portugal</strong>, S.A., entered the natural gas business forming the <br />
company EDP Gás, SGPS; and Galp Energia, SGPS, S.A., which was already active in the exploration and <br />
production, refining and distribution of petroleum products, in the areas of supplying, selling and <br />
distributing natural gas and producing electrical energy for large industrial clients. <br />
<br />
To allow for equitable and transparent network access, the Government created a single gas and <br />
electricity transportation operator. In this context, in September 2006, REN – Rede Eléctrica Nacional, <br />
S.A. acquired the gas transportation assets owned by Transgás. A new holding company was created to <br />
meet this new mission – Redes Energéticas Nacionais, SGPS, which manages the national electricity and <br />
gas transportation system through the following companies: <br />
‐ RENGasodutos, S.A., <br />
‐ RENArmazenagem, S.A.; <br />
‐ RENAtlântico Terminal de GNL, S.A.; <br />
‐ REN‐Rede Eléctrica Nacional, S. A. <br />
<br />
This measure placed <strong>Portugal</strong> among the five <strong>European</strong> countries with total unbundling of the transport <br />
networks and among the three who have these assets in the same company structure. <br />
<br />
The main measures to encourage competition in the supply markets were: <br />
‐ early termination of the Power Purchase Agreements, thus freeing up around 80% <br />
(approximately 7.100 MW) of all production previously pledged; <br />
‐ the granting of licences for building new Combined cycle gas turbine plants (CCGTs); <br />
‐ early liberalisation of the natural gas supply market. <br />
<br />
The Government also made the Iberian Electricity Market a reality. It began operating in July 2006, with <br />
the start of OMIP transactions. The Iberian Electricity Market is the second integrated regional market <br />
implemented in Europe, with around 30 million consumers. <br />
<br />
45
GUARANTEEING ENVIRONMENTAL COMPATIBILITY <br />
<br />
The Government approved a wide‐ranging set of measures to limit the carbon intensity of the energy <br />
mix with a significant contribution to the diversification of the energy supply, through promoting <br />
renewable energy and energy efficiency. <br />
<br />
In the area of renewable energies: <br />
<br />
<strong>Portugal</strong> invested particularly in the development of wind and hydro‐energy, biomass, biofuels and <br />
solar thermal conversion. <br />
To promote wind energy, a phased tender was launched, to attribute up to 1950 MW rated load <br />
associated to the creation of an industrial cluster. In 2006 the first phase was awarded with a total of <br />
1200 MVA rated load and construction began on the industrial cluster for the wind energy sector; <br />
investment was around 1750 M€ and led to the creation of around 1700 direct jobs and 4500 indirect <br />
jobs. The tender also led to the creation of a 35 M€ fund to support innovation in the area of <br />
renewable energies. In 2007 the second phase of the tender was awarded to attribute up to 600 MVA <br />
capacity and in <strong>2008</strong> the 3rd phase was begun for the attribution of 200 MVA capacity. <br />
<br />
With regard to forest biomass, tenders were launched to attribute a total of 100 MVA of electricity <br />
production, destined for 15 forest biomass thermal power plants, with an estimated investment of <br />
around 225 M€ and the creation of around 700 jobs. Four power plants have already been awarded <br />
and another 8 are at the award stage. <br />
<br />
For biofuels, a tax incentive was created, with exemption from fuel tax for products destined to <br />
substitute road fossil fuels. This measure favours the development of a new agricultural tier based on <br />
biofuels, and the creation of industrial units, for esterification of vegetable oils, with an estimated <br />
investment of 100 M€. In 2006, five industrial units began producing biodiesel, two large and three <br />
small, with a total capacity of 200 000 tonnes/year. In 2007, two new plants began operating with <br />
additional biodiesel production capacity of 150 ktonnes/year, making a total of 350 ktonnes/year <br />
installed capacity by the end of that year. In <strong>2008</strong>, two more units are planned to start operating, with <br />
an installed capacity of 77.5 ktonnes/year. <br />
<br />
To support the sustainability of fish farms, in particular, a special tariff was defined for the production <br />
of electricity from the biogas obtained from anaerobic digestion. <br />
<br />
For wave energy a sea zone was created to install pilot projects with operating potential of up to 250 <br />
MW, with a view to developing new technologies and regulatory legislation was drawn up for the <br />
respective licences. <br />
<br />
At the level of hydro‐electricity two reception pints were awarded for 922 MW from new large <br />
Hydroelectric Plants, with a forecast investment of over 1000 M€. <br />
<br />
For photovoltaic energy, licences were awarded to set up two large power plants: one with installed <br />
power of 46.4 MW and forecast production of 56 GWh/year, entailing overall investment of 250 M€ <br />
and including the creation of a photovoltaic module factory, the creation of around 100 jobs and the <br />
setting up of a research laboratory. The other, with an installed capacity of 11 MW and forecast <br />
production of over 18 GWh/year, entails an investment of 62 M€. <br />
<br />
To reinforce the already established measures, in the framework of promoting renewable energy <br />
sources , in 2007 the Government defined new commitments for <strong>2010</strong>: <br />
• 45% of all electricity consumed shall be on a renewable basis; <br />
• the biofuels used in transport should account for 10% of road fuel consumption; <br />
• 5 to 10% of the coal used in electrical power plants shall be substituted by biomass or waste. <br />
New objectives were therefore established for the various sources of renewable energy: <br />
• Wind energy: increase installed capacity by 1950 MW by 2012, making a total of 5100 MW (of <br />
which 600 MW shall be from equipment upgrade), the creation of a technology cluster and the <br />
investment associated with wind energy; <br />
46
• Hydro/energy: Bringing forward the capacity increase in existing hydroelectric infrastructures, <br />
to achieve installed capacity of 5575 MW in <strong>2010</strong>, 575 MW more than previously forecast, and <br />
achieve 70% utilization of national hydro potential; <br />
• Biomass: Attribution of over 100 MW of installed capacity by <strong>2010</strong>, to a total of 250 MW, <br />
fostering articulation with forest resources and fire prevention policies; <br />
• Solar: Construction of the biggest photovoltaic power plant in the world – the Moura power <br />
plant, and link up with solar hot water and micro‐generation policies and targets. <br />
• Biogas: Target of 100 MW of installed power in anaerobic waste treatment units; <br />
• Micro‐generation: Promote the installation of 50 000 systems by <strong>2010</strong>, with incentives to install <br />
Solar Hot Water in buildings. <br />
• Biofuels: By <strong>2010</strong> reach the target of 10% biofuels to be incorporated in road fuels. <br />
<br />
In the area of improving energy efficiency: <br />
<br />
The Government launched an important set of measures aimed at cutting energy consumption, <br />
especially in buildings, industry and transport. <br />
<br />
The Building Energy Certification System was created, applicable since July 2007, according to which <br />
all buildings will have an energy consumption certificate giving information on energy consumption for <br />
the building and measures to reduce it. New regulations were also approved (RSECE – Regulation of <br />
Building Energy and Air conditioning Systems and RCCTE – Regulation of Building Thermal Behaviour <br />
Characteristics). <br />
This legislative package is a fundamental step for increasing the energy efficiency of buildings, putting <br />
new demands on construction, namely, making it obligatory to install solar panels in new buildings. <br />
<br />
The Intensive Energy Consumption Management System (SGCIE) was created with the objective of <br />
promoting energy efficiency and monitoring energy consumption in installations with intensive energy <br />
consumption (CIE). It defines the type of plant considered to be an intensive energy consumer and <br />
establishes a diversified and administratively simplified regime for companies already committed to <br />
reducing the CO2 emissions defined in the PNALE (<strong>National</strong> Plan for Attributing Emission Licences). <br />
The System provides for obligatory energy audits of the conditions for energy utilisation, and the design <br />
and state of the plant, for plants with an energy consumption of 1000 toe/year or more, to be carried <br />
every six years, and every eight years for plants with energy consumption of 500‐1000 toe/year. <br />
Operators are obliged to draw up Energy Consumption Rationalisation Plans (PREn), establishing the <br />
targets for energy and carbon intensities, which, after approval by the Directorate‐General for Energy <br />
and Geology (the supervising and monitoring body of the System For Managing Intensive Energy <br />
Consumption (SGCIE)), are called Energy Consumption Rationalisation Agreements (ARCE). <br />
<br />
Regarding the transport sector, in 2007 the Government began a fundamental alteration at the level of <br />
car tax: 10% of car tax now depends on the emission of greenhouse gases. This measure, which the <br />
Government aims to extend progressively, establishes an economic incentive to buy more energy <br />
efficient vehicles. <br />
<br />
<strong>Portugal</strong> was considered by the international community as one of the most progressive countries as <br />
regards cutting carbon dioxide in the automobile sector, and even became a “study case”. <br />
<br />
With the approval, in <strong>2008</strong>, of the <strong>National</strong> Action Plan for Energy Efficiency (PNAEE), called “<strong>Portugal</strong> <br />
Eficiência 2015”, a set of measures are considered with the target of achieving, by 2015, improved <br />
energy efficiency equivalent to 10% in end consumption and in energy services. <br />
<br />
The Plan is geared to the management of energy demand, in collaboration with the <strong>National</strong> <br />
Programme for Climate Alterations (PNAC) and the <strong>National</strong> Plan for Attributing Emission Licences <br />
(PNALE). <br />
The PNAEE covers four specific areas: Transport, Residential and Services, Industry and State, In <br />
addition, it establishes three transversal work areas ‐ Behaviour, Taxation, Incentives and Financing. For <br />
these areas, 12 actuation Programmes were created in the various areas of energy efficiency: <br />
• Car Renewal, <br />
47
• Urban Mobility, <br />
• Transport Energy Efficiency System, <br />
• House and Office Renewal, <br />
• Building Energy Efficiency System, <br />
• Instant Renewables and Solar Programme, <br />
• Industry Energy Efficiency System, <br />
• Energy Efficiency in the State, <br />
• Programme “Mais “(behavioural), <br />
• Operation E (schools and young people), <br />
• Green Tax, <br />
• Incentives and Financing (Energy Efficiency Fund). <br />
<br />
The Plan also complements a set of new energy efficiency measures that are already at the <br />
implementation stage, such as: <br />
• review of car tax, <br />
• creation of a tax on inefficient light bulbs, <br />
• “Instant Renewables”, <br />
• building energy certification ((see PNR New Cycle). <br />
<br />
and introduces new measures, including: <br />
<br />
• the launch of a benchmark award for best practice in the area of energy efficiency; <br />
• an award/2.5% reduction in the electricity tariff for low consumers of electricity and a tariffbased incentive for the less efficient; <br />
• attribution of an “Efficiency Cheque” for 2 years to the value of 10% or 20% of annual <br />
electricity costs to consumers who have made reductions of 10% or 20%, respectively, to <br />
invest in energy efficiency; <br />
• the creation of a subsidized credit line with €250M/year for investments in energy efficiency <br />
measures, with strong focus on urban rehabilitation; <br />
• the launch of a <strong>programme</strong> for renewing large white goods (e.g. an incentive of €100 for <br />
substituting an old fridge for a new one of class A++); <br />
• the creation of a regime of accelerated depreciation for investment in energy efficiency at the <br />
level of industry and services; <br />
• the creation of energy rationalisation agreements with industry; <br />
• energy certification for all State buildings and the launch of a big <strong>programme</strong> to optimise <br />
public lighting; <br />
• the creation of a fleet of “green taxis” with reduced emission levels; <br />
• the development of an innovative traffic management system for Lisbon and Porto using <br />
national technology. <br />
<br />
<br />
GUARANTEEING THE SAFETY OF ENERGY SUPPLY <br />
<br />
The implementation of all of the above measures contributes to achieving the objective of <br />
guaranteeing supply, since they put into practice the <strong>National</strong> Energy Strategy, which includes: <br />
<br />
• the diversification of supply sources; <br />
• a better use of endogenous renewable energy sources; <br />
• improved energy efficiency; <br />
• optimisation of the running an development of gas system infrastructures, storage and GNL <br />
terminals; and <br />
• the implementation of effective solidarity mechanisms between Member States in the case of <br />
an energy crisis. <br />
<br />
<br />
<br />
48
<br />
<br />
<br />
Driver 6. <strong>Portugal</strong> Logistico <br />
Logistics System and External Connectivity <br />
<br />
The following are projects in the driver “<strong>Portugal</strong> Logístico” : <br />
• Development of the <strong>National</strong> Logistics System (see Point 1) <br />
• Implementation of the High Speed Rail Network (see Point 2) <br />
• Construction of the New Lisbon Airport <br />
• Improve port system control (see Point 3) <br />
• PORTMOS – Integration of the port system in the Sea Highways (see Point 4) <br />
• Monitoring of navigation along the Atlantic coastline – VTS Vessel Traffic System (see Point 5 of <br />
New Cicle report) <br />
<br />
Evolvement of “<strong>Portugal</strong> Logístico” included: <br />
<br />
1. Development of the <strong>National</strong> Logistics System <br />
<br />
On 9 May 2006, in Porto, the Government publicly presented the Plano <strong>Portugal</strong> Logístico, thus <br />
establishing the fundamental principles of the system, the concept, network, sites of the various <br />
platforms, how it functions, financial viability and the Government’s modus for collaborating with the <br />
whole sector. <br />
<br />
The <strong>National</strong> Logistics Platforms Network (“RNPL”), <strong>Portugal</strong> Logístico’s hardware, structured on the <br />
main urban centres, national ports and frontier and regional routes will allow <strong>Portugal</strong> to be <br />
transformed into an Atlantic Platform for international movement into the Iberian market and raise the <br />
country in the ranking of <strong>European</strong> logistics distribution centres. <br />
<br />
It should be stressed that the RNPL will promote the efficiency and productivity of logistics operators, <br />
allowing for an average reduction in logistics costs of around 10%, with the consequent increase in <br />
national competitiveness. <br />
<br />
The RNPL consists of 12 logistics platforms complemented by 2 air cargo centres (Porto and Lisbon). <br />
The platforms can be split up into 4 distinct categories: <br />
<br />
Urban national platforms (Maia/Trofa and Poceirão) – the main objective of these is to <br />
galvanise the country‐s economic activity by creating large distribution centres and replanning of <br />
logistics and transport flows; <br />
Port platforms (Leixões, Aveiro, Figueira da Foz, Lisbon and Sines) – located close to the main <br />
national ports, their main objectives are to boost port activity and expand their area of influence, <br />
namely to Spain, as well as to encourage intermodality and the use of rail transport; <br />
Cross‐border platforms (Valencia, Chaves, Guarda and Elvas/Caia) – these seek to galvanise <br />
regional economy and capture flows of industrial investment, as well as to extend into Spain the <br />
current port hinterlands; <br />
Regional platforms (Tunes) – their main objective is the replanning of logistics and transport <br />
flows, as part of a network cohesion strategy. <br />
49
<br />
<br />
Many contacts were made with business groups, both national and foreign, who were interested in <br />
taking part in the realisation of <strong>Portugal</strong> Logístico, and also with local authorities, or groups of local <br />
authorities, interested in contributing to improving the project presented. <br />
<br />
Total investment has been altered as the projects have been concretised, with total investment <br />
currently being estimated at over 1,600 million euros, including land access. <br />
<br />
We would like to draw attention to the important agreements made between the Government and <br />
private promoters for creating the Castanheira do Ribatejo and Poceirão platforms involving private <br />
investment of 270 and 500 million euros, respectively. <br />
<br />
There are logistics platforms ready for use, at the infrastructures stage, at the design and study stage <br />
and under discussion. In greater detail, the current state of affairs for the <strong>National</strong> Network of Logistics <br />
Platforms is as follows: <br />
Already concluded: the cross‐border platforms of Chaves and Guarda and the Sines harbour <br />
platform (node A); <br />
Creating infrastructures: the Aveiro harbour platform (Aveiro‐Cacia node) and the Lisbon <br />
harbour platform (Castanheira do Ribatejo node); <br />
At the design stage: the national urban platform of Poceirão, the Leixões and Aveiro harbour <br />
platforms (Port of Aveiro node) and the Elvas/Caia cross‐border platform; <br />
Under study: the Maia/Trofa national urban platform, the Valencia cross‐border platform, the <br />
Tunes regional platform and the harbour platforms of Figueira da Foz and Sines (node B). <br />
<br />
It must be stated that <strong>Portugal</strong> Logístico is essentially a private initiative plan, with the State assuming a <br />
regulatory and facilitating position in its implementation. <br />
<br />
In this context, the necessary legal framework was created for developing <strong>Portugal</strong> Logístico. This <br />
50
includes the publication of Decree Law 152/<strong>2008</strong>, of 5 August, which approved the Law and Jurisdiction <br />
for the <strong>National</strong> Logistics Platforms Network. The creation of a specific regime for these matters is in <br />
fact necessary and appropriate, since it provides a clear legal framework for the development of <br />
logistics activities. <br />
<br />
The Government also deemed it necessary to enshrine the “<strong>Portugal</strong> Logístico” project in the national <br />
territorial management instruments, by drawing up a sector plan defining the strategic framework for <br />
planning of the national logistics platforms network, establishing the directives to be considered in <br />
regional and municipal planning. The Government thus entrusted the Instituto da Mobilidade e dos <br />
Transportes Terrestres with drawing up a “<strong>Portugal</strong> Logístico” sector plan, which should be concluded <br />
soon. <br />
<br />
2. Implementation of the High Speed Rail Network <br />
<br />
Studies of the Lisbon‐Porto, Lisbon‐Madrid and Porto‐Vigo lines, for the whole track length (around 600 <br />
km), have been contracted up to the Conceptual Design and Preliminary Design/Project Execution <br />
stages. <br />
<br />
Subsequent to the Business Model presented on 21 June 2007, a Public‐Private Partnership (PPP) <br />
contracting strategy was defined for the 3 priority corridors. Consequently the studies for the Lisbon‐<br />
Porto, Lisbon‐Madrid and Porto‐Vigo corridors will only be developed by RAVE up to the Conceptual <br />
Design stage, so as to obtain the Statement of Environmental Impact, required for the launch of the <br />
PPP tenders. <br />
<br />
Thus, the following contract/acquisition processes were defined, geared towards developing the RAVE <br />
business plan: <br />
PPP1, Poceirão‐Caia section, for the infrastructure (Lisbon‐Madrid corridor); <br />
PPP2, Lisbon‐Poceirão section (includes TTT), for the infrastructure (Lisbon‐Madrid <br />
corridor); <br />
PPP3, Pombal‐Porto section, for the infrastructure (Lisbon‐Porto corridor); <br />
PPP4, Lisbon‐Pombal section, for the infrastructure (Lisbon‐Porto corridor); <br />
PPP5, Braga‐Valencia section, for the infrastructure (Porto‐Vigo corridor); <br />
PPP6, for Signals and Telecommunications for all corridors; <br />
Contract for the Lisbon Station(Oriente) and adjacent stretches; <br />
Contract for the Porto Station(Campanhã) and adjacent stretches; <br />
Acquisition of Rolling Stock. <br />
With regard to the development of Conceptual Designs and procedures for obtaining the Statement of <br />
Environmental Impact, cf the following state of play: <br />
Lisbon‐Porto corridor <br />
Lot D (Lisbon‐Alenquer) – The Conceptual Design and the Environmental Impact Study <br />
were submitted to the Portuguese Environment Agency on 19 June <strong>2008</strong> for Assessment <br />
of Environmental Impact. <br />
Lot D/C1 – The Conceptual Design and the Environmental Impact Study were submitted to <br />
the Portuguese Environment Agency on 29 July <strong>2008</strong> for Assessment Of Environmental <br />
Impact). <br />
Lot C1 (Alenquer‐Pombal) – The Conceptual Design and the Environmental Impact Study <br />
were submitted to the Environment Institute in September 2006 for Assessment Of <br />
Environmental Impact, receiving a favourable Statement Of Environmental Impact in <br />
December 2007; <br />
Lot B (Pombal‐Aveiro) and Lot A (Aveiro‐Porto) ‐ The Conceptual Designs and <br />
Environmental Impact Studies are currently at the final validation stage, submitted to the <br />
Portuguese Environment Agency to begin the Process for Assessment Of Environmental <br />
Impact at the start of the second semester of <strong>2008</strong>. <br />
<br />
Lisbon‐Madrid Corridor <br />
Lot TTT – Environmental Impact Assessment in progress, having been initiated on 2 July <br />
<strong>2008</strong>. <br />
51
<br />
Lot 3A2 (Moita/Montemor‐o‐Novo), Lot 3B (Montemor‐o‐Novo/Évora), Lot 3C (Évora‐<br />
Elvas), Lot LTF (Elvas/Caia) – Environmental Impact Assessment already concluded, with <br />
favourable Statement of Environmental Impact having been issued, allowing for the <br />
launch on 2 June of the Public‐Private Partnership Tender for awarding the design, <br />
construction, financing, maintenance and provision of rail infrastructures for the Poceirão‐<br />
Caia line. <br />
Porto‐Vigo Corridor <br />
In light of the decisions in the Strategic Guidelines for the Rail Sector transmitted on 28 <br />
October 2006, as a first step, the connection between Porto (Campanhã) and Braga will be <br />
effected using the existing infrastructures, completed with a new stretch to be built from <br />
scratch between Braga and Valencia. <br />
Lot 1B (Braga/Valença) – Submission of the EP and EIA in the 2 nd Semestre of <strong>2008</strong>. <br />
<br />
. <br />
<br />
In December 2007, the <strong>European</strong> Commission presented the community funding proposals for the <br />
Trans‐<strong>European</strong> Transport Network (TEN T) for the 2007‐2013 period, according to which 383.38 <br />
million euros are allocated for High Speed rail and the following Priority Projects: <br />
Porto‐Vigo Connection (priority project nr. 19) <br />
o Cross‐border Section Ponte de Lima‐Vigo: 244.14 M€ (Portuguese part 140.64 <br />
M€) <br />
Lisbon‐Madrid Connection (priority project nr. 3) <br />
o Cross‐border Section Évora‐Mérida: 312.66 M€ (Portuguese part 191,43 M€) <br />
o Tagus Crossing in <strong>Portugal</strong>: 51.31 M€ <br />
<br />
The amount proposed for <strong>Portugal</strong> for the High Speed Network comes to 383.38 M€, which <br />
corresponds to around 10% of the 3.9 billion Euros available for the 27 <strong>European</strong> Union countries, in <br />
the whole funding for the rail sector of the Trans‐<strong>European</strong> Transport Network. <br />
<br />
In the previous community support framework (2000‐2006) <strong>Portugal</strong> received around 1.75% of <br />
community support within the Trans‐<strong>European</strong> Transport Network. <br />
<br />
Submission of applications, two of them in conjunction with Spain, within the scope of the <strong>European</strong> <br />
Economic Interest Grouping – High Speed Spain‐<strong>Portugal</strong>, was the result of extensive preparatory work <br />
which included presentations by RAVE to various levels of the <strong>European</strong> Commission, with the support <br />
of the Government. <br />
<br />
In addition to the TEN‐T credit line, the High Speed project has guaranteed funding of 955 million euros <br />
from the <strong>National</strong> Strategic Reference Framework – <strong>National</strong> Strategic Frame of Reference, via the <br />
Cohesion Fund. <br />
<br />
3. Improving port system control <br />
<br />
The objective of improving port system control is to enable and encourage competitive practices that <br />
will benefit external trade. Related measures will be: the drawing up of a parent act for awarding public <br />
and private use port facilities, the re‐structuring of the workforce, relaxation of customs practice in the <br />
use of Portuguese Ports and the fostering of new information and communication technologies at the <br />
ports. As a result, we envisage greater appeal for the maritime option in external trade activities and <br />
extension of national ports’ hinterlands. <br />
With respect to the Law on Ports, this aims to codify the legislation for port‐related and logistics <br />
activities, including accessory, complementary or subsidiary activities in the port areas that come under <br />
the jurisdiction of the port authorities, including the artisanal fishing grounds and expansion areas, and <br />
also to authorize modern solutions that allow for efficient management of the port sector and render <br />
our ports competitive. To this end, the most important legislation applicable to the port areas has been <br />
integrated, existing regulatory solutions have been improved and the gaps that inevitably exist in <br />
separate legislation have been filled. <br />
52
<br />
Approval of the Law On Ports created a regulatory framework for the maritime and port sector, which <br />
provides legislative simplification and established transparent, harmonised, sustainable and flexible <br />
planning, guaranteeing overseas competitiveness for our national ports. <br />
<br />
In terms of state of play, the Preliminary Design for the Law on Ports is at the consolidation phase. A <br />
public discussion period is planned for October‐December <strong>2008</strong>, within the scope of the public <br />
presentation sessions that will take place at the main ports. The statute should be approved in the <br />
Assembly of the Republic in 2009. <br />
<br />
In relation to the relaxation of customs practice in using Portuguese Ports and the fostering of new <br />
information and communication technologies in ports, we would draw attention to the Sole port <br />
window project. <br />
<br />
The Sole port window is supported by simplified, harmonised procedures in electronic media, providing <br />
a single contact for interaction with a “node” where the information is placed once only and sent to all <br />
bodies that provide a service for that “node”, whether in terms of transport or goods, obtaining the <br />
respective replies on the same channel. <br />
<br />
The projects that allow for development of the Sole port window in national ports are: <br />
The Pcom project, which will allow for the definition and development of the infrastructure <br />
required for running the “Sole port window” at three of the main national ports <br />
(APDL/APL/APS) and officially integrate the Portuguese Customs Services in this electronic <br />
relationship, a body of supreme importance in the processes of ships and goods in the ports; <br />
The PIPe project which, based on the results of PCom, will guarantee implementation of the <br />
“Sole port window” model at all national ports and the simplification/harmonisation of <br />
procedures with all economic agents and other Authorities (Maritime, Health, Veterinary, <br />
Border and Police), with all ports having a harmonised “modus operandi”. <br />
<br />
The Sole port window is already up and running at the ports of Leixões, Lisbon and Sines, and should be <br />
fully operational at all major ports by the end of <strong>2008</strong>. <br />
<br />
4. PORTMOS – Integration of the port system in the Sea Highways <br />
<br />
The Government developed the PORTMOS project to integrate the Portuguese ports in the Networks of <br />
Sea Highways, within the scope of the Trans‐<strong>European</strong> Transport Networks. This project includes <br />
identifying a set of criteria and requirements considered to be indispensable for there to be articulation <br />
between national and <strong>European</strong> ports, guaranteeing door‐to‐door transportation, without the <br />
constraints of physical articulation in the transport chain. <br />
<br />
This project is divided into three phases: <br />
1st Phase – Definition of concept/model and organisational, operational, infrastructure <br />
and info‐structure requirements, together with the procedures associated with the <br />
integration of the national maritime‐port system in the Sea Highways. <br />
2nd Phase – Design and development of the Sea Highways. Support infrastructure <br />
3rd Phase – Pilot actions, allowing for the definition and subsequent demonstration of <br />
new activities with the participation of various international partners and of ports <br />
included in the already defined corridors. <br />
<br />
The 1st phase of the project culminated, In February 2006, with the "Assessment of the impact of <br />
integrating the Portuguese ports into the Sea Highways" and the elaboration of a publication in <br />
Portuguese and English dedicated to the results of this phase called “Definition of the concept/model <br />
and requirements of the Sea Highways and integration of the <strong>National</strong> Maritime‐Port system”. <br />
<br />
The 2nd and 3rd phases of the project were concluded on 31 December 2007, with the pilots defined in <br />
the 3rd phase being based on services, using the infrastructure developed in the 2nd phase. The <br />
conditions were established to assess performance changes resulting from the use of this new tool, <br />
53
especially in the light of the set of requirements and criteria established in the 1st phase for a Sea <br />
Highway service with ports of call in the Portuguese port system. The two pilots are the services: <br />
Leixões ‐ Tilbury ‐ Rotterdam ‐ Leixões, operated by SAMSKIP; <br />
Sines ‐ La Spezia ‐ Sines, operated by MSC. <br />
<br />
Based on the experience already accumulated from the pilots and the respective use of the <br />
infrastructure, the new final report for the project is being written to be presented to the <strong>European</strong> <br />
Commission in the 2 nd Semester of <strong>2008</strong>, as agreed with the Commission representatives. <br />
<br />
5. Monitoring shipping along the Atlantic coastline (VTS ‐ Vessel Traffic Systems) <br />
<br />
The main general objectives of this project, which allows for the control of all sea traffic up to 50 <br />
nautical miles from the coast of mainland <strong>Portugal</strong>, are to improve safety and security, manage sea <br />
traffic and preserve the environmental heritage in the national coastal zone. <br />
<br />
Implementation of the VTS System is essential for achieving the 3 Government policies: <br />
Safety/Security Policy; <br />
o Increase the safety of vessels in Portuguese coastal waters and in the Cabo da Roca <br />
and Cabo de S. Vicente Traffic Separation Schemes; <br />
o Increase safety for human life; <br />
o Support the organisation of coastal search and rescue; <br />
o Guarantee more national security and defence conditions; <br />
o Support anti‐intruder measures and those to prevent the landing of illegal persons <br />
and illicit activities in coastal waters; and <br />
o Support future management system and maritime surveillance developments. <br />
Environmental Policy; <br />
o Protect and improve the marine and coastal environment; <br />
o<br />
o<br />
Guarantee greater application of the principle of polluter‐payer; and <br />
Ensure that the transportation of dangerous merchandise is kept away from the <br />
coast. <br />
Economic Policy. <br />
o Improve port activity efficiency; <br />
o Encourage economic development; <br />
o Provide support for more effective control and supervision of coastal fishing activities <br />
and other economic activities; and <br />
o Contribute to a better use of the Portuguese Exclusive Economic Zone; <br />
<br />
The VTS System basically consists of a set of components such as radars, ship automatic identification <br />
system (AIS), meteorological sensors, VHF voice communication systems, data processing and merging <br />
systems, inter alia, which integrate in a complex way to allow for the monitoring and control of sea <br />
traffic. <br />
<br />
With the VTS System installed on the continent, two levels of service became available: <br />
The Coastal service, covering the whole of the coast for mainland <strong>Portugal</strong>; and <br />
The Port service, covering the ports of Aveiro, Figueira da Foz, Viana do Castelo, Faro and <br />
Portimão. <br />
<br />
In coastal VTS, detection, communication and control capacity, by means of radars, ship to shore <br />
communication and the new automatic identification system (AIS), extends to a distance of 50 miles <br />
offshore, with constant coverage and permanent control – round the clock, 365 days per year. <br />
<br />
In port VTS, the same type of sensors will cover the approximation zones up to around 15 miles outside <br />
the respective limits, the authorised anchorages, the bars and navigation within each port, facilitating <br />
even more approach operations and entry into <strong>National</strong> Ports. <br />
<br />
Budgeted at over 100 million Euros, the mainland VTS project is of high technological complexity. The <br />
system consists of: <br />
54
Eight coastal stations (from Minho to the Algarve); <br />
Eight port stations (three in Aveiro, two in Figueira da Foz, one in Viana do Castelo, one in Faro <br />
and one in Portimão); <br />
A Control Centre in Paço de Arcos; <br />
A reserve Control Centre in Ferragudo; <br />
A Port Control Centre in Aveiro; and <br />
A total of 33 coastal, port and communications stations transporting information. <br />
<br />
The wealth of information collected by the system, which will be stored in a <strong>National</strong> Maritime Shipping <br />
Database, may be made available to other competent bodies, whether national or foreign, allowing, <br />
through ongoing data exchange, for effective increase in the safety and security of Portuguese and <br />
<strong>European</strong> waters. <br />
<br />
The integration of the information from the Portuguese VTS System in the Community Vessel <br />
Monitoring and Information System, set up by Community Directive 2002/59/CE of 27 June, falls into <br />
this context. <br />
<br />
The VTS has been project exemplifying integration and coordination between the various Governance <br />
areas, making use of the VTS infrastructure to provide information for other institutional agents <br />
connected with the sea – Port Authorities, The Navy, Air Force and <strong>National</strong> Guard of the Republic, <br />
inter alia. <br />
<br />
In this respect, we would draw attention to: <br />
The integration of components of the Global Distress Communications and Maritime Safety <br />
System in the Mainland VTS System; <br />
The integration of components of the Integrated Coastal Vigilance System of the Fiscal Brigade <br />
of the <strong>National</strong> Republican Guard in the mainland VTS System; and <br />
Use by the Institute for Ports and Maritime Transport of Portuguese Airforce installations and <br />
the sharing of broadband communications equipment, thus reinforcing the communications <br />
network of the Portuguese Airforce. <br />
<br />
These are clear examples of the effort to optimise public investment, to which the following synergies <br />
are added: <br />
Interconnection with the port systems for exchange of information with the port <br />
administrations’ systems; and <br />
Interoperability with <strong>European</strong> systems, in particular with SafeSeaNet and AIS Mediterranean, <br />
together with the exchange of information with the Spanish VTS systems. <br />
<br />
It is also planned to make information from the national maritime shipping database available to other <br />
bodies such as the Directorate‐General for Fishing, the Aliens and Borders Service, Criminal Police, <br />
Public Security Police, and integration of AIS information from the Azores and Madeira is also being <br />
studied. <br />
<br />
The VTS System has been partially operating since January <strong>2008</strong>, and has been fully operational since <br />
July <strong>2008</strong>. <br />
<br />
55
<br />
<br />
<br />
56
<br />
|<br />
QUALIFICATION, EMPLOYMENT AND SOCIAL COHESION <br />
<br />
<br />
Following the successive recommendations to <strong>Portugal</strong> in the area of Life Long <br />
Learning (LLL), government action in this field has pledged to promote a strategy which <br />
strives to reach all citizens and results in learning obtained in formal, not formal and <br />
informal environments, thereby raising the employability levels of people at all stages <br />
of their active life. This strategy also includes incentives for: <br />
- strengthening innovation and entrepreneurship, <br />
- competitiveness, fostering a sustained and sustainable development process, <br />
- the updating and accumulation of skills, <br />
- the reduction of the segmentation of the labour market, <br />
- increasing productivity. <br />
<br />
It is within this base framework that, in the context of the challenge of "modernising <br />
the labour market, fostering the creation of jobs, preventing and combating <br />
unemployment", in the scope of which <strong>Portugal</strong> seeks to respond to one of the <br />
conclusions of the 2007 Spring Council which states that it is “equally necessary to <br />
strengthen the life cycle based approach to work in order to improve the access to the <br />
labour market”. The government action on this matter has been done in harmony with <br />
the conclusions of the 2007 Spring Council, in particular with the guideline for Member <br />
States in the sense of “developing policies that foster […] the role of the youth, <br />
notably in their transition from school to working life, of the elderly and of people with <br />
low qualifications as active participants in the economy and in the labour market, with <br />
the aim of using all their potential to contribute towards the economic and social <br />
development of our societies”. <br />
<br />
The segmentation of the Portuguese labour market, the object of a Recommendation <br />
to <strong>Portugal</strong>, today constitutes an essential challenge by introducing the need to <br />
promote and adopt an integrated strategy which first and foremost takes into account <br />
the citizens with the greatest (re)integration difficulties in the labour market, adapting <br />
answers in terms of active employment policies, as well as intensifying an LLL policy <br />
capable of increasing employability, particularly of those who are weakest in terms of <br />
professional qualifications. <br />
<br />
The equality and citizenship policy, notably with regard to gender equality, deserves <br />
special attention considering that fostering the employment of women can be an <br />
important factor for competitiveness and sustainable development. While, in <br />
quantitative terms, <strong>Portugal</strong> has already exceeded the goal set by the Lisbon Strategy <br />
for <strong>2010</strong> for the rate of female employment, in qualitative terms there is still a long <br />
way to go. Indeed, the highest and best academic qualifications achieved by women <br />
have not resulted in an improvement of their participation in the labour market and <br />
we continue to register a strong horizontal and vertical segregation of the labour <br />
57
market with negative reflexes, notably in the access to leadership positions and <br />
equality of remunerations. 11 <br />
<br />
The adaptation of work and social protection legislation to the new realities are <br />
fundamental pillars in order to respond to the duality of the labour market and the <br />
resulting situations of enormous imbalance. Therefore, within the scope of the <br />
Tripartite Agreement for a new regulation system for labour relations, employment <br />
and social protection policies, we should highlight the measures linked to the change <br />
in the presumption of the work contract and the creation of a very serious new <br />
administrative offence for feigning a work contract in order to enable an efficient <br />
control of the use of "false freelance worker payment receipts". Still in this field, and in <br />
the area of social protection and employment policies, the Agreement also foresees <br />
various measures (see item 5.3 and response to CSR). <br />
<br />
The Lisbon Strategy revamped in 2005, re‐focused on growth and employment, upholds <br />
that social protection is to be understood as a productive factor. It is in this context that <br />
PNAI is included in a specific way, whose priorities are (i) combating poverty of children <br />
and the elderly through measures that ensure their basic citizenship rights; (ii) <br />
correcting the disadvantages in qualification levels as a means of prevention exclusion <br />
and stopping the cycle of poverty; (iii) overcoming discrimination through the <br />
integration of disabled persons and immigrants. The <strong>National</strong> Strategy for Protection <br />
and Social Inclusion articulates policy measures of social inclusion, pensions and health <br />
care and continued care (see Proximity Services driver). <br />
<br />
<br />
3.1. Improved Qualifications of the Portuguese <br />
<br />
<br />
In addition to the implementation of the New Opportunities Initiative (see New <br />
Opportunities driver), the Reform of Vocational Training and the Reform of Basic and <br />
Secondary Education (see "Valorisation of Basic Education” driver) and the Reform of <br />
Higher Education, the Government has been implementing other measures at the <br />
level of the sustainability of education and training (e.g. the evaluation and autonomy <br />
of schools), at the level of quality (teacher training, <strong>National</strong> Reading Plan, among <br />
others) and also other measures whose impacts will only be visible in the longer <br />
terms, such as the broadening and consolidation of pre‐school education, the <br />
curricular enrichment and the extension of school timetables. <br />
<br />
We have also witnessed a strong commitment to extend school social action, which is <br />
now included in the set of social policies and expressed jointly with the family support <br />
policies. This change will enable access to school social action to 450,000 more <br />
children and young people relative to the regime which has now been revised. At the <br />
same time, the standardisation of support to children who attend pre‐schools and <br />
students of basic education is fostered and assistance to those attending secondary <br />
education is increases, in conformity with the aim of generalising schooling at this level <br />
11 See <strong>National</strong> Strategy for Equality and Citizenship 2007 -2013<br />
58
of education. It is estimated that the level of secondary education the number of <br />
beneficiaries has increased to 130,000. <br />
<br />
Following the signing of the Agreement on the Reform of Vocational Training with the <br />
majority of social partners on 14 March 2007, Resolution of the Council of Ministers <br />
no. 173/2007 of 7 November was published, approving the Reform of Vocational <br />
Training. It aims to create the conditions for the execution of the New Opportunities <br />
Initiative and respond to all the objectives and concerns expressed in the Bipartite <br />
Agreement of 2006. Broadening access, ensuring that all training guarantees academic <br />
and professional progress and boosting its relevance for the modernisation of <br />
companies, placing qualification at the centre of development options, requires action <br />
in five fundamental areas: (1) structuring a relevant and certified offer; (2) <strong>reform</strong>ing <br />
institutions and the regulation of training; (3) defining priorities and adequate <br />
financing models; (4) fostering the quality of training; and (5) facilitating access and <br />
fostering demand for training. <br />
<br />
Within the scope of the <strong>reform</strong>, Decree‐Law no. 396/2007 of 31 December was <br />
published, which establishes the legal regime of the <strong>National</strong> Qualification System <br />
(SNQ). It assumes the objectives that have already been set in the New Opportunities <br />
Initiative and promotes the instruments necessary for its effective execution in liaison <br />
with financial instruments, namely the <strong>National</strong> Strategic Reference Framework. This <br />
system adopts the principles established in the Agreement entered into with social <br />
partners and restructures vocational training that forms part of the school system and <br />
that which forms part of the labour market, integrating them with common objectives <br />
and instruments under a renewed institutional framework. The fundamental strategy <br />
includes ensuring the relevance of training and learning for personal development and <br />
for the modernisation of companies and the economy, guaranteeing at the same time <br />
that all the national effort in training is effectively valorised for the purposes of the <br />
academic and professional progress of the citizens, both directly, through dual <br />
certification training as part of the <strong>National</strong> Catalogue of Qualifications (CNQ), and <br />
indirectly, through New Opportunity Centres (CNO) and the process of recognising, <br />
validating and certifying skills. <br />
<br />
The quality of the <strong>National</strong> Qualification System is the central aim of the various <br />
elements that form this system, namely through the certification of training bodies and <br />
the qualification of trainers and other training staff. The Operating Programme for <br />
Human Potential is a central instrument of the public financing of the education and <br />
training policies. In this sense, the Reform of Vocational Training plays a key role in <br />
creating more effective and efficient conditions for the application of these resources. <br />
<br />
Only with better prepared people will it be possible to assure that the performance of <br />
the labour market with quality job creation is sustainable, following a period of <br />
considerable business restructuring and relocation. Within this scope, in October <br />
2007, <strong>Portugal</strong> submitted to the <strong>European</strong> Commission a request for intervention as <br />
part of the <strong>European</strong> Globalisation Adjustment Fund in the amount of 2.4 million Euros <br />
intended to help 1,549 workers in the automobile industry who lost their jobs and <br />
required support to find new work. These layoffs took place in three companies: one in <br />
59
the region of Lisbon (Alcoa Fujikura, which manufactures electrical components) and <br />
two in the region of Alentejo (Opel <strong>Portugal</strong>, a factory for assembling trucks, and <br />
Johnson Controls, which produces automobile seat covers). Fostering <br />
entrepreneurship may also serve as a response for mitigating the effects of <br />
restructuring processes and it has been encouraged in <strong>Portugal</strong> from an early stage (at <br />
the level of the school system and training), both through the measures provided by <br />
SPE and others, such as Empreender +, FINICIA (see chapter Micro). <br />
<br />
The significant improvement in the qualification level of the Portuguese population <br />
requires continued and constant work both by providing young students with quality <br />
education with equal opportunities and by recovering, for education and training, <br />
significant strata of the adult population who dropped out of the school system early <br />
and who also have relatively low levels of participation in vocational training. Relevant <br />
indicators that allow us to assess the results of this effort are: <br />
<br />
- the increase in the number of students registered in the different levels of <br />
education, implying an increase of around 21,000 students in the system, above all <br />
in vocationally oriented schools, especially at the level of secondary education; <br />
- the increase in the number of students who returned to the higher education <br />
system (around 7,000 more than in the previous year); <br />
- the reduction of repetition dropout rates in basic and secondary education (in basic <br />
education, the rate dropped from 11.5% in 2004/05 to 10% in 2006/07 and in <br />
secondary education, for the same years, the school repetition rate dropped from <br />
31.9% to 24.6%); <br />
- the reduction of dropout rates (in 2007, the dropout rate was 36.3% in comparison <br />
with 38.6% in 2005); <br />
- the increase in the percentage of young people between 20 and 24 years of age <br />
who completed at least secondary education from 49% in 2005 to 53.4% in 2007; <br />
- the certification of 143,010 adults with school qualifications. <br />
<br />
These indicators demonstrate that although it is known that education and training are <br />
relatively long processes, it is possible to obtain promising results in the short term as <br />
long as, on one hand, they make basic and secondary education attractive and, on the <br />
other, provide citizens with new opportunities for real personal and professional <br />
valorisation. <br />
<br />
<br />
As regards the education of young people, sets of initiatives were launched between <br />
2005 and <strong>2008</strong>, of which one is especially aimed at improving the quality of basic <br />
education (cf. Valorisation of Basic Education Driver). <br />
<br />
Pre‐school education has been progressively extended to children of three and four <br />
years of age and has been generalised for children of five years of age. <br />
<br />
As regards secondary education, the measures sought to boost the attractiveness of <br />
this level of education. These measures range from the diversification of trainings on <br />
offer, in liaison with the Ministry of Labour and Social Solidarity (the percentage of <br />
60
secondary education students attending vocational courses has increased from 10% in <br />
2005 to 40% in <strong>2008</strong>) to the launching of an ambitious <strong>programme</strong> for the <br />
requalification of secondary schools (providing these educational establishments with <br />
spaces that respond to current and future requirements, in accordance with modern <br />
school architecture standards). They also range from the supply, at a low cost, of <br />
laptop computers with broadband Internet connections to 11th and 12th grade <br />
students (e.escola <strong>programme</strong>) and all teachers (e.professor <strong>programme</strong>, including <br />
early childhood teachers) to the approval of new rules for school management, which <br />
is now based on a new system for evaluating teachers (that includes monitoring of <br />
classes), whose career has been given a hierarchy by the creation of the position of <br />
tenure teacher (which can only be reached by teachers who satisfy a set of <br />
prerequisites). Furthermore, they range from the installation of more than 110,000 <br />
computers in 2nd and 3rd cycle and secondary schools (so that in 2009 the ration of <br />
five students per computer can be achieved) to the extension of school social action <br />
support to secondary education students and the launching, in liaison with the <br />
Ministry of Science, Technology and Higher Education, of a tender for research <br />
projects about success at school. <br />
<br />
These sets of initiatives (a total of 70) will continue to be carried out in the next threeyear <br />
period (<strong>2008</strong>‐<strong>2010</strong>), considering the excellent results that have so far been <br />
achieved. <br />
<br />
The School Libraries Programme, which has already been completed, is another <br />
example of putting in practice, considering that all the 2nd and 3rd cycle schools now <br />
boast this important space for making educational resources available. <br />
<br />
In the higher education policy field, continuity was given to the concretisation of <br />
measures aiming to assure the goals defined in the PNACE are met, namely (i) <br />
guaranteeing the qualification of the Portuguese in the area of the <strong>European</strong> Union, <br />
implementing the Bologna process, a unique opportunity to stimulate higher <br />
education attendance, improving the quality and relevance of training offered and <br />
fostering mobility and internationalisation, (ii) promoting equal opportunities in the <br />
access to higher education, improving attendance levels and conclusion of degree <br />
courses, attracting new groups using a lifelong learning approach, broadening the <br />
involvement of higher education institutions in vocational training activities and <br />
promoting school social action, and (iii) promoting post‐graduate education, especially <br />
at the PhD level. <br />
Hence, critical measures for the process of <strong>reform</strong>ing higher education have been put <br />
into practice over the last three years with results that are already visible in some main <br />
indicators in this field. <br />
<br />
We should highlight that in the 2006‐2007 school year, the declining trend of new <br />
students in higher education was inverted (95,431 in 2006‐2007 against 84,363 in <br />
2004‐2005 and 82,720 in 2005‐2006). This trend was accentuated in 2007‐ <strong>2008</strong> with a <br />
17% increase in the number of new students enrolled (6,820 more) only in the national <br />
competition for access to public higher education. Special emphasis falls on <br />
polytechnic education where the growth reached 24%. Consequently, in 2007, for the <br />
61
first time since 2002, the total number of students attending higher education in <br />
<strong>Portugal</strong> increased. <br />
<br />
On the other hand, the number of new graduates in science and technology has <br />
significantly increased in the last years, having reached for the first time in 2006 the <br />
value of 18.1 per 1,000 among the population between 20 and 29 years of age (above <br />
the <strong>European</strong> average). At the same time, the number of new PhD degrees in science <br />
and technology increased to 0.42 per 1,000 among the population between 25 and 34 <br />
years of age in 2007 (it was 0.3 in 2001). <br />
<br />
Following the implementation of the full regulation that aims to bring higher education <br />
in <strong>Portugal</strong> in line with the Bologna process that took place in 2006, with a view in <br />
particular to the new legal system of degrees and diplomas, the opening of higher <br />
education to new groups and the development of post‐secondary education without <br />
conferring academic degrees (via the Technological Specialisation Courses – CET), very <br />
significant results achieved since 2006, especially in the past 2007‐<strong>2008</strong> school year, <br />
are known. <br />
<br />
The success of the implementation of the Bologna process and the attracting of new groups to higher education, with a view to <br />
lifelong learning <br />
<br />
After presenting the full regulation at the start of 2006 which aims to bring higher education in <strong>Portugal</strong> in line with the Bologna <br />
process, with regard to the initial training courses that offered places in the 2007‐<strong>2008</strong> school year, about 90% are already <br />
organised in accordance with the Bologna process principles (including public and private higher education). <br />
The opening of higher education to new groups through the new access regime for those over 23 years of age resulted in the <br />
number of adults entering higher education by this means rising to roughly 10,850 in the 2006‐07 school year, having also <br />
increased to 11,775 in the 2007‐08 school year, against around just 900 adults that started their studies in higher education in the <br />
2005‐06 school year. <br />
<br />
Also in the context of attracting new groups to higher education institutions, we registered a very significant rise in the number of <br />
Technological Specialisation Courses (CET) operating in higher education institutions as well as the total number of new students <br />
in these courses. A total of more than 4,800 new students admitted in 2007 was reached (against a little over 1,000 in 2005), in a <br />
total of around 150 courses offered in higher education establishments. <br />
<br />
Special emphasis should be given to the implementation of the system of loans for higher education students with mutual <br />
guarantee assured by the state, brought into effect in September 2007, and complementing the school social action system for <br />
higher education students, and the broadening of the scope for granting scholarships to students enrolled in technological <br />
specialisation courses and master degree courses, thereby providing new conditions for all students to access and attend higher <br />
education. <br />
<br />
The system of loans launched by the Government at the end of 2007 included more than 3,100 students at the end of the first <br />
academic year (2007‐<strong>2008</strong>), having surpassed all initial expectations. At the same time, it was recognised internationally, namely <br />
by evaluators who analysed the Portuguese education system for OECD in 2006/07, as innovative and suitable for the needs of <br />
strengthening higher education in <strong>Portugal</strong> and in Europe. We now plan to double the number of students covered by these loans <br />
in the next academic year, while at the same time the Government will again reinforce the School Social Action Fund for the <br />
neediest students. <br />
<br />
<br />
The <strong>reform</strong> of higher education was continued in 2007, based on the implementation <br />
of a set of central measures in the <strong>reform</strong> and following the recommendations from <br />
the OECD and ENQA in accordance with assessment studies made by these <br />
international institutions in 2006, with emphasis on: <br />
<br />
• The new Legal Regime of Higher Education Institutions (RJIES), approved by <br />
Law no. 62/2007 of 10 September, which aims to regulate notably, (i) the <br />
organisation principles of the higher education system, (ii) the autonomy of the <br />
Universities and Polytechnic Institutes, (iii) the organisation and management <br />
62
principles of higher education institutions, (iv) the legal regime of public and <br />
private higher education institutions, (v) the regulation and planning of the <br />
public network, (vi) the requirements for the creation and transformation of <br />
higher education establishments, (vii) and the responsibility and supervision of <br />
the institutions. <br />
• The new Legal Regime for the Evaluation of Higher Education (RJAES), approved <br />
by Law no. 38/2007 of 16 August, which aims to create an evaluation system <br />
compatible with the best international practices in which exterior and <br />
independent evaluation is mandatory and is the basis for the accreditation <br />
process of the institutions and their courses. <br />
• The forming of the Evaluation and Accreditation Agency for Higher Education, <br />
through the Decree‐Law approved in August 2007, which aims to boost the <br />
quality of higher education, namely through evaluation and accreditation <br />
procedures of higher education establishments and their study cycles, as well <br />
as the performance of the functions inherent to the insertion of <strong>Portugal</strong> in the <br />
<strong>European</strong> system of guaranteeing the quality of higher education. <br />
• The new Regulation of the Regimes for the Change of Course, Transfer and Reentry in Higher Education, approved by Government Order no. 401/2007 of 5 <br />
April, that aims to facilitate the entry of higher education students in <strong>Portugal</strong> <br />
to continue their studies, with rapid and objective recognition of the school and <br />
vocational training acquired, and to create a simplified regime of re‐entry in the <br />
same or other educational institution with accreditation of the school and <br />
vocational training acquired. <br />
• The new legal regime of recognition of higher foreign degrees through a <br />
Decree‐Law approved in August 2007, aimed at simplifying the system of <br />
recognising foreign degrees in <strong>Portugal</strong>, including the various study cycles <br />
(bachelors, master’s and doctorate), based on the already existing mechanism <br />
for the doctorate level, namely (i) speeding up the procedure for fixing the <br />
range of degrees to which it applies; (ii) extending the mechanism to the <br />
bachelor and master degrees; (iii) and including for these degrees an automatic <br />
conversion procedure for classifications. <br />
• The implementation of a mechanism for monitoring the progress of putting the <br />
Bologna Process in practice, through Decree‐Law no. 107/<strong>2008</strong> of 25 June, <br />
which aims to guarantee ways of supervising the transition from an educational <br />
system based on the transmission of knowledge to a system based on the <br />
development of the skills of the students, in which the components of <br />
experimental work or projects, among others, and the acquisition of transversal <br />
skills should play a decisive role. <br />
• The simplification and debureacratisation of procedures and making access to <br />
higher education more flexible, also through Decree‐Law no. 107/<strong>2008</strong> of 25 <br />
June. This includes: the possibility of any interested individual enrolling in <br />
isolated subjects with the guarantee, in the case of approval, of certification <br />
and also accreditation, if and when they enrol in a course which offers them; <br />
the possibility for students attending a higher education course to enrol in <br />
subjects that are not part of the curriculum of their course in any higher <br />
education establishment, with the guarantee, in the case of approval, of <br />
63
certification and inclusion in the supplement to the diploma; and the possibility <br />
of enrolling in a higher education course as a part‐time student. <br />
<br />
We should especially highlight the implementation of a new Legal Regime for Higher <br />
Education Institutions (RJIES) by higher education institutions, which has been carried <br />
out successfully and in accordance with expectations. Namely, all the processes for <br />
drawing up and approving new statutes are in the conclusion phase, which will be <br />
followed by the implementation of new governance schemes in all institutions. <br />
<br />
The process of strengthening the autonomy of higher education institutions was amply <br />
recognised in the analysis presented by OECD in April <strong>2008</strong>, in the study entitled <br />
"Tertiary Education for the Knowledge Society", a comparative analysis of tertiary <br />
education policies involving 24 countries, primarily at the level of legislative <strong>reform</strong> <br />
introduced by the new Legal Regime for Higher Education Institutions and especially in <br />
opting for the creation of public foundations under private law. <br />
<br />
This study also clearly shows the <strong>reform</strong> progress achieved in <strong>Portugal</strong>, namely with <br />
regard to the extension of the recruitment base in higher education, i.e. through an <br />
innovative system of loans and the attraction of new groups, the stimulation of <br />
internationalisation in higher education and the scientific community, the opening of <br />
higher education institutions to society and the labour market, the <strong>reform</strong> of the <br />
evaluation and accreditation system, and the strengthening of scientific and <br />
technological capacity. <br />
<br />
In particular, the strengthening of the scientific and technological capacity of <br />
institutions was also impelled through the Promotion of Scientific Work Programme <br />
launched by the Foundation for Science and Technology, which has already enabled <br />
entering into agreements with institutions from the national scientific and <br />
technological system for supporting the hiring of around 720 new PhD graduates. This <br />
mechanism has enabled the renewal of the teaching staff, which has been impelled by <br />
this new <strong>programme</strong> for supporting the hiring of new PhD graduates. <br />
<br />
In the scope of the advanced training of human resources, in fulfilment of the <br />
ambitious goals defined in the Pledge in Science, the total number of advanced <br />
training scholarships directly granted by the Foundation for Science and Technology <br />
has been on the rise over the last years, having reached 6,250 scholarships in 2007, of <br />
which around 4,900 were doctoral scholarship and 1,350 post‐doctoral scholarships. In <br />
this scope, the number of new scholarships awarded annually has increased very <br />
expressively. Doctoral scholarships increased by 77% (from around 1,170 to 2,080 new <br />
scholarships awarded annually) and post‐doctoral scholarships increased by 41% (from <br />
around 640 to 900 new scholarships awarded annually) in the last two years. <br />
<br />
Furthermore, following the new international partnerships of higher education and in <br />
science and technology established during 2006 and 2007, namely with MIT, Carnegie <br />
Mellon University and the University of Texas at Austin, through the launch of the MIT‐<br />
<strong>Portugal</strong> Programme, CMU‐<strong>Portugal</strong> Programme and the UTAustin‐<strong>Portugal</strong> <br />
Programme respectively, the advanced training <strong>programme</strong>s foreseen in all the <br />
64
thematic areas (including post‐ graduate and doctoral <strong>programme</strong>s) have already <br />
started in the 2007‐<strong>2008</strong> academic year, thus complementing the R&D <strong>programme</strong>s <br />
and activities underway. Also underway is the preparation of new international <br />
partnerships with higher education S&T international institutions of reference (e.g. <br />
Harvard Medical School and others). These partnerships strive to act as a stimulus for <br />
the international opening of universities and boost the international excellence of R&D <br />
activities and advanced training in the leading S&T fields (see highlights in <br />
"Investigation and Development" chapter). <br />
<br />
<br />
3.2. Fostering job creation, prevention and combating of unemployment: <br />
Active Employment Policies <br />
<br />
In these priorities, we also note policy measures such as the Social Insertion Income <br />
(RSI), the Solidarity Supplement for the Elderly (CSI), the Extension of the Social Facility <br />
Network Programme (PARES (sic). In the intervention area of the Public Employment <br />
Service (SPE), we highlight the role played by the INSERJOVEM and REAGE Initiatives <br />
(targeting youngsters and adults, respectively), whose intervention methodologies <br />
have been progressively adjusted to render them proactive to the needs of the labour <br />
market and different groups, particularly those most exposed to exclusion from the <br />
labour market and society. <br />
<br />
New formats have been implemented in the framework of the modernisation of public <br />
services to enable a better coverage of different groups based on criteria such as age, <br />
qualifications and disadvantage relative to employment. This contributes to a better <br />
focus on those with greatest insertion difficulties and action that is more targeted to <br />
the specificities of each group. In addition, procedures have been implemented that <br />
foster the active search for jobs by the unemployed. The simplification of <br />
administrative procedures for supporting technical interventions, as well as a faster <br />
communication with unemployed persons, namely by sending information about job <br />
offers by SMS, and the increase in services available over the Internet, i.e. <br />
NETemprego, both for the unemployed (browsing job offers in <strong>Portugal</strong> and in the EU; <br />
direct application to job offers; browsing information on potential employing bodies; <br />
dissemination of the CV and its submission to bodies which have announced job offers; <br />
information on job searching techniques; information on services, <strong>programme</strong>s and <br />
measure provided by the Employment and Vocational Training Institute), and for <br />
employers (communicating job offers, browsing CVs registered online, electronic <br />
submission of applications to vocational <strong>programme</strong>s), have contributed towards the <br />
staff being more available to intervene during the initial phase of unemployment. At <br />
the same time, the reinforcing of some measures, such as professional internships and <br />
initial dual certification training have enabled more young people to have access to a <br />
new opportunity in a shorter period of time after applying for a job. <br />
<br />
Within this framework, the Personal Employment Plan (PPE) facilitated the fostering <br />
of proactive attitudes on the part of unemployed young people who are beneficiaries <br />
of unemployment protection services by introducing for these unemployed persons an <br />
obligatory stage of Active Job Seeking, indicating the actions, frequency, periodicity <br />
65
and means of proof of the actions undertaken with a view to entering the labour <br />
market by their own means. <br />
<br />
Following the conclusions of the 2006 Spring Council – "it is urgent to improve the <br />
situation of young people in the labour market and significantly reduce unemployment <br />
amongst the young" – particularly to fulfil the goal of offering a new opportunity to <br />
young people in the maximum period of six months until the end of 2007 (and four <br />
months until <strong>2010</strong>), the SPE stepped up its action in the area of INSERJVEM and REAGE <br />
methodology through the early detection of the young unemployed people at 3 <br />
months and adults at 6 months, with visible results in 2006 and good performances <br />
with regard to adults (REAGE initiative). <br />
The situation of the economy and the labour market in particular justified the launch <br />
of intervention <strong>programme</strong>s for specific unemployed groups – in the most extensive <br />
framework of the set of active employment policies which are in a <strong>reform</strong> and <br />
rationalization process – designed and implemented according to age group, <br />
education/qualification levels and also to greater exposure to the risk of exclusion. The <br />
development of these <strong>programme</strong>s contributed to a more adjusted and dynamic <br />
execution of these policies, namely by giving rise to a significant growth in its number <br />
of beneficiaries. <br />
<br />
Intervention Programmes for the Unemployed <br />
Execution 2005 – 2007 <br />
Intervention Programme 12 Physical Financial <br />
Unemployed Young People (15‐22 years <br />
of age) <br />
134 thousand <br />
413 M€ <br />
Young People (23‐30 years of age) 109 thousand 165 M€ <br />
Unemployed persons (31‐54 years of age) 216 thousand 263 M€ <br />
Highly qualified unemployed persons 76 thousand 190 M€ <br />
Unemployed Adults (over 55 years of age) 22 thousand 17 M€ <br />
Inclusive Labour Market 47.8 thousand 118.2 M€ <br />
Disabled Persons 36.9 thousand 191.4 M€ <br />
Unemployed Immigrants 23.5 thousand 13.5 M€ <br />
Source: Employment and Vocational Training Institute (IEFP) <br />
<br />
Given the particular sensitivities of some groups exposed to the risk of exclusion from <br />
the labour market and society in general, and the recurrence of the conclusions of the <br />
Spring <strong>European</strong> Councils which emphasise the need to "increase the participation in <br />
the labour market, especially [...] that of people with disabilities and also legal <br />
migrants and minorities" (2006), as well as "to reinforce economic and social cohesion <br />
throughout the Union" (2007), we highlight with regard to disabled and impaired <br />
persons: <br />
<br />
- The Information and Mediation System for Disabled and Impaired Persons (SIM‐<br />
PD) (database with information on legislation, existing resources and services <br />
destined for disabled or impaired persons, the implementation in 18 districts of the <br />
Information and Mediation Service and the functioning of the <strong>National</strong> <br />
Coordination Unit of the SIM‐PD); <br />
12 Intervention <strong>programme</strong>s solely under the responsibility of the execution of the Employment and Vocational Training <br />
Institute. <br />
66
- The <strong>National</strong> Plan for the Promotion of Accessibility, 13 which fosters the creation <br />
of accessibility in buildings, transport and information and communication <br />
technologies and supporting technologies to all citizens without exceptions. <br />
- The Portuguese Sign Language Programme (LGP) which consisted of creating <br />
<strong>programme</strong>s for basic and secondary education, thus ensuring deaf children and <br />
young people access to learning Portuguese sign language in public educational <br />
establishments: pre‐school education; 1st, 2nd and 3rd cycle of basic education <br />
and secondary education in <strong>2008</strong>. <br />
- The signing of 5 protocols for the creation of New Opportunity Centres for the <br />
development of a referential instrument in the RVCC process until basic education, <br />
adapted to disabled and impaired persons. From June 2007 to June <strong>2008</strong>, 582 <br />
disabled and impaired persons were included. <br />
<br />
In <strong>Portugal</strong>, countless activities have been developed to implement inclusive policies, <br />
especially within the framework of the <strong>National</strong> strategy for Social Protection and <br />
Social Inclusion 2006‐<strong>2008</strong>, in which we stress in particular the <strong>National</strong> Action Plan <br />
for Inclusion (PNAI) due to its strong interaction with PNE. We should mention the <br />
approval of the Action Plan for the Integration of the Disabled and Impaired in 2006 <br />
and of the Plan for the Integration of Immigrants in 2007; these have a more sectorial <br />
dimension and reinforce the national priorities for protection and social inclusion. <br />
<br />
The Lisbon Strategy revamped in 2005, re‐focused on growth and employment, <br />
upholds that social protection is to be understood as a productive factor. It is in this <br />
context that PNAI is included in a specific way, whose priorities are (i) combating <br />
poverty of children and the elderly through measures that ensure their basic <br />
citizenship rights; (ii) correcting the disadvantages in qualification levels as a means of <br />
prevention exclusion and stopping the cycle of poverty; (iii) overcoming discrimination <br />
through the integration of disabled persons and immigrants. The <strong>National</strong> Strategy for <br />
Protection and Social Inclusion articulates policy measures of social inclusion, pensions <br />
and health care and continued care (Proximity Services Network driver) and Local <br />
Social Development Contracts (CLDS), which are done in close cooperation with the <br />
Social Network Programme. <br />
<br />
The Integrated Intervention Office for Business Restructuring (AGIIRE), whose mission <br />
is speeding up the transition and restructuring process of companies and lessening <br />
eventual negative impacts on social and territorial cohesion resulting from <br />
restructuring processes through the activation and putting into practice of existing <br />
instruments. The work of this office in the area of business revitalisation arises from a <br />
favourable assessment of the economic potential and regional and social interest of <br />
many companies which, albeit passing through a less favourable phase, have skills and <br />
resources that are capable of assuring a successful turn‐around if duly provided with <br />
an adequate strategy and consistent management. In this way, it aims to overcome <br />
frequent "market failures", avoiding the loss of the economic value of relevant assets <br />
and guaranteeing work posts and the production of wealth. Thus, within the scope of <br />
the activity of AGIIRE, a total of 6,270 contacts were registered in 2007. Intervention <br />
processes were carried out (dialogue with creditors) in 255 companies, involving <br />
13 Resolution of the Council of Ministers no. 9/2007 of 17 January.<br />
67
12,500 work posts. Furthermore, two processes were approved within the scope of the <br />
Integrated Systems of Incentives for Business Modernisation and Revitalisation <br />
(SIRME) 14 and 91 within the scope of the Extrajudicial Conciliation Procedure (PEC) 15 . <br />
<br />
In relation to AGIIRE, focus goes to the intervention of the Rapid and Personalised <br />
Intervention Nuclei. In this context, it is also important to mention the role of the <br />
consultancy‐training <strong>programme</strong>s for micro and small companies, which have been <br />
promoted by various public and private bodies (e.g. business associations) as is the <br />
case with the GERIR Programme and REDE Programme. The goal of these <strong>programme</strong>s <br />
is to contribute towards increasing management capacity and improving the <br />
companies’ organisation and competitiveness. Currently, this form of intervention has <br />
been considered as an example of good practices in the training area for this segment, <br />
which represents a large portion of the business fabric and which traditionally has <br />
great difficulty in and even resistance to accessing information. <br />
<br />
With a view to improving the effectiveness and efficiency of these measures, a revision <br />
process of the general principles of employment policies is under way, including its <br />
concentration into a reduced set of <strong>programme</strong>s with internal coherence and clarity in <br />
relation to recipients and operators, making it more transparent and known and <br />
aiming to increase its scope and effectiveness in combating unemployment. At the <br />
same time, it seeks to guarantee the flexibility required to bring it in line with the <br />
specificities of the different target groups and territories, combining preventive and <br />
corrective aid. This process is currently in the final discussion phase in the social <br />
dialogue, after which the respective legislative framework will be altered, a new <br />
promotion and monitoring system will be introduced together with the periodic <br />
evaluation of the respective measures (at least biannually) in order to guarantee <br />
labour market needs and effectiveness are permanently being upgraded in line with <br />
the results. Thus, the proposal of the scheme of active employment policies is based <br />
on three types of <strong>programme</strong>s: i) General <strong>programme</strong>s; ii) Specific <strong>programme</strong>s and iii) <br />
Territory‐based <strong>programme</strong>s. The general <strong>programme</strong>s cover the whole country and <br />
all groups and sectors, using the following types of intervention: a) Programme for <br />
stimulating the creation of self‐employment and entrepreneurship; b) Programme for <br />
stimulating the quality of third‐party work and; c) Programme for stimulating job <br />
seeking. The specific <strong>programme</strong>s are aimed at particular segments of the unemployed <br />
population, while the territory‐based <strong>programme</strong>s are aimed at specific regions/areas. <br />
<br />
<br />
3.3. Improved working conditions <br />
<br />
The modernisation effort and the <strong>reform</strong> of the labour relations system started in <br />
2006 were continued. The constant diagnosis of the Green Book on Labour Relations <br />
and the identification of the principal problems of the Portuguese labour relations <br />
system, expressed in the White Book on Labour Relations, represent the key bases for <br />
14 Assumed as a financial instrument based on the Fund for the Revitalisation and Modernisation of the Business <br />
Community, which intervenes as a financial partner in the acquisition or merging of companies.<br />
15 For situations in which the companies are confronted by debt situations, the PEC, mediated by IAPMEI, directs its action <br />
towards enabling an agreement between the company and its creditors, so as to render its recuperation viable. This <br />
instrument is only destined for companies which are in circumstances of legally request insolvency, in the terms of the Code <br />
of Insolvency and Recovery of Companies.<br />
68
the proposal put forward by the Government to Social Partners of a tripartite <br />
agreement for a new system for regulating labour relations, employment policies and <br />
social protection in <strong>Portugal</strong>. The negotiation of this agreement originated in the Draft <br />
Bill approved on 26 June by the Council of Ministers, which will give rise to the <strong>reform</strong>. <br />
The Government has already presented the proposal in Parliament to enter into force <br />
on 1 January 2009 (Part II, item 5.3.). <br />
<br />
With a view to giving temporary workers better protection, the new legal regime for <br />
temporary work was approved, which, in addition to making work contracts <br />
admissible for temporary assignments for an undetermined period, also gives greater <br />
penalisation to temporary work companies when illicitly assigning workers and <br />
prohibits clauses limiting the freedom of work. <br />
<br />
The fostering of social dialogue and collective bargaining continues to warrant the <br />
special attention of the Government and Social Partners, who have in a joint effort <br />
assumed strategic goals around the essential issues of the competitiveness and <br />
modernisation of companies and the improvement of workers’ living conditions, <br />
notably by increasing the Guaranteed Minimum Monthly Income and vocational <br />
training. In this context, a Tripartite Agreement was signed in 2006, as part of the <br />
social dialogue, between the Government and all the Social Partners, “Agreement on <br />
the Fixing and Evolution of the Guaranteed Minimum Monthly Income (GMMI)”. In <br />
addition to fixing the respective amount for 2007, it includes the commitment made <br />
for the first time by those involved towards the gradual evolution of the minimum <br />
salary, so as to reach 450 Euros in 2009, while the mid‐term goal assumed for 2011 is <br />
500 Euros. Hence, the GMMI is no longer indexed to the amount of pensions; instead <br />
its updating takes the evolution of the cost of living, productivity gains and the real <br />
economic gains into account. <br />
<br />
The issue of undeclared work, in turn, continues to be the target of special attention <br />
by the Government, notably within the framework of intervention by the Authority for <br />
Working Conditions, considering the serious consequences for the workers in terms of <br />
social rights. <br />
<br />
The organisational restructuring that resulted in the joining of the functions of <br />
fostering the improvement of work conditions, preventing vocational risks and <br />
inspection in one single body ‐ the Authority for Working Conditions (ACT) 16 enables <br />
the creation of synergies of sharing information, rationalising means, action <br />
effectiveness and consequently the improvement of working conditions in general, as <br />
well as boosting the organisation of inspection activities at the national level, namely <br />
as concerns undeclared work. <br />
<br />
The development of join actions with other national inspection bodies, i.e. Social <br />
Security, the Ministry of Finance and the Foreigners and Borders Service, has enabled <br />
the obtaining of more articulated and significant results, whose nature is defined by <br />
16 The Authority for Working Conditions (ACT) was set up within the scope of the guidelines defined by the Programme for <br />
the Restructuring of the State's Central Administration (PRACE) and the aims of the Programme of the XVII Government <br />
with regard to administrative modernisation and the improvement of the quality and efficiency of public services. The bylaws of ACT were approved by Decree‐Law no. 326‐B/2007 of 28 September.<br />
69
oth prevention and monitoring and repression, reverting this work of mutual <br />
cooperation in benefits for the workers as regards the legalisation of contracts with all <br />
the advantages associated with it in terms of social rights. Hence, using fixed‐term <br />
work contracts and temporary work outside the conditions stipulated by law (illegal <br />
domestic and foreign workers) have been afforded special attention by the inspection <br />
services, attentive to the fact that these types of contracting are associated with a high <br />
level of precariousness. Due to their extent, these actions have a strong power to <br />
prevent future non‐compliance on the part of the employers that have been inspected, <br />
as well as potential infringers, thus representing an indisputable preventive measure. <br />
<br />
The results obtained from joint actions have been satisfactory in the field of improving <br />
working conditions, insofar as they have enabled the regularisation of the situation of <br />
workers in companies, the insertion of more workers in Social Security, the Tax <br />
Department and consequently the guarantee of the rights related to work. In 2007, an <br />
overall amount of € 4,421,622 was identified in favour of Social Security and € <br />
12,032,380 with regard to salaries due to 8,177 workers, a large part of which was <br />
from undeclared work. In terms of numbers related to the regularisation of workers, <br />
47,900 companies were monitored between 2005 and 2007 and the labour situation of <br />
11,495 workers was regularised, of which 7,950 had contracts with illegal fixed‐terms, <br />
1,840 had illegal temporary work contracts, 402 had false contracts and 1,303 were <br />
undeclared. The total amount of penalties and fines issued was € 13,480,560. <br />
<br />
<br />
3.4. Modernisation of the social protection system <br />
<br />
The <strong>European</strong> Spring Councils of 2006 and <strong>2008</strong> declared "the primordial importance <br />
of fighting poverty and social exclusion and the fostering of active inclusion..." and, at <br />
the same time, the Portuguese system of social protection, as is the case in the <br />
majority of developed countries, stands before strategic challenges that impose the <br />
need to <strong>reform</strong> and modernise in a structural manner the systems of social protection, <br />
taking into account social, economic and financial sustainability based on the principles <br />
of inter and intragenerational solidarity from the perspective of social cohesion. <br />
<br />
In this context, with the consensus of the majority of social partners, government <br />
action focused its intervention on three fundamental areas: <br />
<br />
- The Basic Law on Social Security (Law no. 4/2007 of 16 January), which introduced, <br />
among several changes, the following: the sustainability factor, a new formula for <br />
calculating pensions; new mechanisms for updating pensions; strengthening <br />
incentives for active ageing; the convergence of special social protection regimes <br />
and the strengthening of mechanisms for combating fraud and tax evasion, <br />
contributing to an improvement in the financial situation of social security systems <br />
and benefiting the long‐term sustainability of public finances. As regards the <br />
evolution of the disbursement of pensions and the long‐term sustainability of <br />
public finances in the context of the EU, <strong>Portugal</strong>'s position has recently been <br />
reclassified from a high‐risk country to a medium‐risk country as a result of the <br />
expected impact of social security <strong>reform</strong>s. <br />
70
<br />
- The strengthening of actions concerning citizens and families that encounter the <br />
greatest difficulties in adapting to changes, combating poverty and social <br />
exclusion, especially through the measures contained in the <strong>National</strong> Plan for <br />
Inclusion 2006‐<strong>2008</strong>, the Plan for the Integration of Disabled or Impaired Persons, <br />
the Plan for the Integration of Immigrants (PII) and the investment in the <br />
broadening of the network of facilities and services for children, the elderly and <br />
disabled persons. <br />
<br />
- The fostering of policies which stimulate childbirth and support for families, <br />
aimed at stimulating personal and family choices that are more conducive to <br />
generational renewal through the effective conciliation between professional <br />
activity and family and personal life, new incentives at the level of transfers to <br />
families in the period before birth and during the first years of life of the children <br />
and a substantial reinforcement of the network of social facilities for supporting <br />
early infancy. <br />
<br />
<br />
3.5. Inclusion Policies <br />
<br />
In <strong>Portugal</strong>, countless activities have been developed to implement inclusive policies, <br />
especially within the framework of the <strong>National</strong> strategy for Social Protection and <br />
Social Inclusion 2006‐<strong>2008</strong>, in which we stress in particular the <strong>National</strong> Action Plan <br />
for Inclusion (PNAI) due to its strong interaction with PNE. We should mention the <br />
approval of the Action Plan for the Integration of the Disabled and Impaired in 2006 <br />
and of the Plan for the Integration of Immigrants in 2007; these have a more sectorial <br />
dimension and reinforce the national priorities for protection and social inclusion. <br />
<br />
In these priorities, we also note policy measures such as the Social Insertion Income <br />
(RSI), the Solidarity Supplement for the Elderly (CSI), the Extension of the Social Facility <br />
Network Programme (PARES) and Local Social Development Contracts (CLDS), the <br />
latter in close cooperation with the Social Network Programme. <br />
<br />
As regards immigration, <strong>Portugal</strong> has developed over the past years a set of initiatives <br />
that put it in 2nd place in a comparative study carried out in 28 countries (25 <strong>European</strong> <br />
Union Member States, Canada, Norway and Switzerland) by British Council and <br />
Migration Policy Group staff, supported by the <strong>European</strong> Commission 17 . From these we <br />
should highlight the creation of the Plan for the Integration of Immigrants by a <br />
Resolution of the Council of Ministers (in 2007) and the amendments to the Citizenship <br />
Law (in 2006) and the Law on the legal regime of entry, stay, exit and removal of <br />
foreigners in and from national territory (in 2007). <br />
<br />
The first defined a set of 112 measures distributed by sectoral and transversal areas <br />
with goals to achieve by 2009 by 13 Ministries. The Plan for the Integration of <br />
Immigrants represents a crucial instrument in the hosting and integration policies of <br />
17 Information available at www.integrationindex.eu<br />
71
<br />
<strong>Portugal</strong>, responding objectively to the challenges that are posed to both the host <br />
society and the individuals who have chosen our country as a place to live and work. <br />
<br />
The legislative amendments mentioned enabled the opening of new opportunities for <br />
acquiring nationality, guaranteeing full citizenship to thousands of individuals, <br />
especially children and young people who do not know any other country except <br />
<strong>Portugal</strong> or who have already lived here for several years. On the other hand, the socalled <br />
Immigration Law, which forms part of a more humane vision of the <br />
phenomenon of migration, seeks to facilitate legal immigration and establish <br />
mechanisms for defending and supporting victims of human trafficking. This is used to <br />
fight the social exclusion and precarious situations in which many individuals find <br />
themselves and also to seek to bring migration policies in line with the workforce <br />
requirements of the labour market. <br />
<br />
In the field of gender equality policies, the III <strong>National</strong> Plan for Equality ‐ Citizenship <br />
and Gender, the III <strong>National</strong> Plan against Domestic Violence and the I <strong>National</strong> Plan <br />
against Human Trafficking were approved. In this context, we should highlight the <br />
following results: <br />
• The fostering of a new approach to the issue of gender equality as a <br />
question of citizenship that involves men and women, put into practice <br />
in the fulfilment of PRACE through the creation of a Commission for <br />
Citizenship and Gender Equality (CIG), whose attributions, in addition to <br />
those of the Commission for Equality and Women's Rights, also include <br />
the Structure of the Mission against Domestic Violence and those of the <br />
Commission for Equality at Work with regard to the promotion of <br />
equality; <br />
• The identification of the fostering of gender equality as one of the <br />
fundamental factors of the <strong>National</strong> Strategic Reference Framework <br />
through the establishment of Point 7 of the Operating Programme of <br />
Human Potential, as well as through the recognition of the role of <br />
women in the competitiveness of the economy via the introduction of a <br />
system of increasing incentives for female entrepreneurship within the <br />
Operating Programme of Competitiveness Factors. <br />
• Inclusion, supervision and monitoring of the principle of transversality <br />
of gender equality in the <strong>National</strong> Strategic Reference Framework; <br />
• Approval of the Resolution of the Council of Ministers no. 49/2007 of 28 <br />
March, which establishes the principles of good governance of the state <br />
business sector, namely its obligation to adopt Equality Plans; <br />
• Approval of Regulatory Decree no. 1/2006 of 25 January on the social <br />
structures for supporting and sheltering victims of domestic violence; <br />
• The amendment of the instrument which establishes the regime of <br />
subscription charges for access to health care services in the scope of <br />
the <strong>National</strong> Health System, pursuant to Decree‐Law 79/<strong>2008</strong> of 8 May; <br />
• Solutions which enable speeding up and making more efficient the <br />
mechanisms of legal protection to victims of domestic violence, namely <br />
72
<br />
<br />
the amendment to the Penal Code and the Law on the Access to the <br />
legal system. <br />
3.6. Youth Policy <br />
<br />
With regard to youth policy, <strong>Portugal</strong> is preparing an integrated strategy, while we <br />
should already highlight a set of relevant measures focusing on young people that can <br />
be emphasised as results: <br />
<br />
• The creation of an Agency for the Youth in Action Programme, the main <br />
instrument of the policy of the <strong>European</strong> Commission, whose head office is in <br />
Braga, the district with the highest percentage of young people. It is financially <br />
and operationally controlled by the Portuguese Youth Institute and has been <br />
afforded autonomy to decide so as to place community funds more at the <br />
service of young people and their associational structures. <br />
• The publication of the Legal Regime for Youth Associations and the respective <br />
regulation of financial aid for youth associations, making them more <br />
transparent and providing them with equity in their attribution. <br />
• The launching of the Formar Programme whose aim is to supply heads of <br />
associations with more knowledge to be able to manage their associations <br />
more efficiently. <br />
• The e‐Juventude initiative was launched in partnership with the e‐Escolas <br />
initiative, which will enable youth associations access to computers under the <br />
same conditions as e‐Escolas. <br />
• Structural work was done on the training and infrastructure network of <br />
information technology for young people, bringing public administration and <br />
youth closer together through the implementation of a network of shops, <br />
called PONTO JÁ, with a friendly image and service, and developing an <br />
information system in order to integrate and provide information in multiple <br />
channels: on‐the‐spot, Youth Portal and Contact Center/Youth Line. <br />
• Big investment and boosting activities were done with regard to youth hostels <br />
and youth mobility, such as the INTRARAIL Card, in a partnership between <br />
Movijovem and CP. <br />
o The framework for the support of Youth Home Renting was restructured and <br />
Porta 65 was launched, which brought more transparency to the support given. <br />
• Actions which moved tens of thousands of young people throughout the <br />
country were carried out as part of the pledge in civic participation <br />
(volunteering, health, justice, forests, immigration, etc.) and Active citizenship. <br />
• In the scope of sectorial activities, we should highlight the creation of a set of <br />
structured <strong>programme</strong>s based on the INOV Contacto approach, namely: INOV ‐ <br />
Art, Vasco da Gama and others. <br />
• The Finicia Jovem <strong>programme</strong> was launched as part of a partnership between <br />
the Portuguese Youth Institute, the Institute for Supporting Small and Medium <br />
Companies and Innovation (IAPMEI) and the Mutual Guarantee Society. It is a <br />
derivative of the Finicia Programme of IAPMEI, but is aimed at promoters who <br />
are between 18 and 35 years of age. <br />
73
<br />
<br />
<br />
• The PEJENE Programme was strengthened through a clear agreement between <br />
the Portuguese Youth Institute and the Youth Foundation to grant financial <br />
support to the <strong>programme</strong>. <br />
• The <strong>National</strong> Strategic Reference Framework Competitiveness attributed an <br />
increase of 10% in rating innovation projects, whose promoter has been <br />
confirmed by the Portuguese Youth Institute to be younger than 35. <br />
• The Foundation for the Dissemination of Information Technology created in <br />
partnership the GET‐IT Programme aimed at boosting entrepreneurship <br />
through ICT training <br />
• The Entrepreneurship in Schools <strong>programme</strong> launched by the Ministry of <br />
Education <br />
• The "CUIDA‐TE" (take care of yourself) Programme was launched by the <br />
Portuguese Youth Institute together with a vast number of partners. Its <br />
purpose is to provide young people with an integrated confidential support <br />
service consisting of several areas: human mobility, nutrition, sexuality, whose <br />
aim is the prevention of risk behaviour and the fight against obesity, <br />
complementing the work done by the Ministry of Health. <br />
• The launching of the "Critical Neighbourhoods" Initiative in partnership with <br />
local governments, aimed towards the social and healthy integration of young <br />
people, making them actively participate in "mentoring" their peers. <br />
• Fostering a higher capacity of young people to use information technologies: <br />
ICT workshops, carried out by the Foundation for the Dissemination of <br />
Information Technologies; the Safe Internet Programme, resulting from the <br />
joint work of the Ministry of Justice (Judiciary Police), the Ministry of Education <br />
and the Portuguese Youth Institute, aimed at providing young people with <br />
information on using and being part of virtual social networks in a safe manner. <br />
Driver 7. Valorisation of Basic Education <br />
<br />
The valorisation of basic education was a priority of the Ministry of Education for the period between <br />
2005 and <strong>2008</strong>. Hence, an integrated set of measures were carried out, aiming to both improve the <br />
quality of learning and reduce failure rates at school. This continued and consistent effort resulted in an <br />
increase in the number of students enrolled in compulsory education during this three‐year period. In <br />
addition to other initiatives, we should highlight: <br />
<br />
a. Curricular Enrichment ‐ currently, the offer of curricular enrichment activities is ensured in 99.6% of <br />
basic education schools (1st cycle). In particular, the offer of these activities in schools is distributed in <br />
the following manner: study support, 98.1%; English for the 3rd and 4th grade of schooling, 98%, <br />
English for the 1st and 2nd grade of schooling, 51.2%; physical and sports education, 96.8%, musical <br />
education, 81.4% of the schools. <br />
<br />
b. Continuing Teacher Training ‐ the continuing training <strong>programme</strong> for 1st cycle teachers in <br />
Portuguese language, Mathematics and Experimental Science Education included 6000, 7000 and 8200 <br />
teachers during the school years of the three‐year period in question, respectively. Teaching training <br />
was carried out with the monitoring of University and Higher Schools of Education and took place in <br />
basic education schools. <br />
<br />
c. 1st Cycle School Network ‐ since the start of the reorganisation <strong>programme</strong> of the 1st cycle school <br />
network, 2507 schools were closed (192 in 2005, 1611 in 2006 and 704 in 2007). The students from <br />
74
these schools were transferred to schools with better conditions in terms of environment and <br />
socialisation and appropriate meals are also guaranteed in accordance with the Programme of <br />
Generalised Supply of Meals to first cycle students. The transport of students to the host schools has <br />
also been ensured. <br />
<br />
d. Stability of Teaching Staff ‐ the teacher allocation system was changed and they now stay in schools <br />
for 3 or 4 year periods with a view to ensuring more stability in the educational project and creating <br />
stronger ties between students and their teachers. <br />
<br />
e. Information and Communication Technologies ‐ given that all first cycle basic education schools have <br />
broadband Internet connections, training actions were launched with the aim of promoting the use of <br />
ICT in schools from the first year of the first cycle of basic education. Hence first cycle schools were <br />
equipped and the goal of one computer per classroom was reached. The Basic Skills Programme in ICT <br />
is underway specifically focusing on basic education students. Teachers have also received training in <br />
ICT. <br />
<br />
f. Experimental Science Education ‐ in the 2006/2007 and 2007/<strong>2008</strong> school years, around 4000 1st <br />
cycle basic education teachers were included in the continuing training <strong>programme</strong> relative to <br />
experimental science education. The training was done in collaboration with higher education <br />
institutions. <br />
<br />
g. Action Plan for Mathematics ‐ this plan includes financing school projects for improving the quality of <br />
learning mathematics, particularly in 2nd and 3rd cycles. It included around 400,000 students and 8,000 <br />
teachers per year, in the 2006‐<strong>2008</strong> period. The Action Plan for Mathematics includes other activities, <br />
such as the creation of an item bank on the Internet (with around 5,000 questions), the drawing up of a <br />
new <strong>programme</strong> aimed at improving the cooperation between the three cycles of basic education, the <br />
assessment of school books by experts, etc. <br />
<br />
h. <strong>National</strong> Reading Plan ‐ this plan aims to develop the taste for reading in 1st and 2nd cycle schools <br />
by establishing an obligatory daily hour of reading. Protocols were signed with city councils and the <br />
financing of books for classrooms has been secured. <br />
<br />
i. Level Tests ‐ in the 2006/2007 and 2007/<strong>2008</strong> school years, all basic education students ‐ public and <br />
private ‐ enrolled in the 4th and 6th grade of schooling, took level tests. These tests (together with the <br />
national exam of the third cycle) are analysed by class and the results returned to the teachers for <br />
reflections and future improvements in teaching practices. The tests are done specifically for <br />
mathematics and Portuguese language. <br />
<br />
j. Education Training Courses for Basic Level II ‐ diversification of the training offer in basic education <br />
aimed at young people who persistently fail at school and who do not complete obligatory education <br />
before reaching the age of 15. These courses are aimed at reducing dropout rates and early exit from <br />
the school system, providing vocational training at the same time. <br />
<br />
<br />
<br />
Driver 8. New Opportunities <br />
<br />
The New Opportunities Initiative, 18 which was launched in 2005 as a joint action strategy in response to <br />
the profound lack of qualifications among the active population, aims to reach all age groups and forms <br />
of learning, thereby raising the employability levels in all the stages of people’s working lives. Hence, <br />
the Initiative is based on two intervention pillars – young people and adults. In the former, the focus is <br />
on combating failure at school and the early exit from the school system, while the latter seeks to <br />
(re)qualify the active adult population. <br />
<br />
This strategy introduces new and intensive dynamics to the upgrading of adult qualifications, as the <br />
18 www.novasoportunidades.gov.pt.<br />
75
timely recovery from the country’s historic delay in this field will only be possible with a strong <br />
structural intervention around the two pillars of the Initiative. <br />
<br />
Three major targets must be met by <strong>2010</strong>: <br />
• Making the 12th year the minimum training reference for all; <br />
• Placing 50% of the young people in secondary school education on dual certification training paths; <br />
• Qualifying 1 million of the working population – i.e. about 20% of the active population – using <br />
recognition processes, validation and certification of skills for the development of dual certification <br />
training (school and vocational) which they need to reach the secondary education training level. <br />
<br />
New Opportunities for Young People <br />
<br />
At the level of basic education, around 44,129 young people (2007) were enrolled in dual certification <br />
courses, a number which represents a great increase since 2005. A strong investment in Education and <br />
Training Courses contributed to this increase, which in 2007 saw a rise in the vacancies in public and <br />
private schools, registering around 2,090 courses for basic education (800 more than in the previous <br />
school year). <br />
<br />
At the level of secondary education, around 120,764 young people were enrolled in dual certification <br />
courses in 2007. The relative value of young people attending secondary vocational courses already <br />
represents 40%. <br />
<br />
The impact of the New Opportunities Initiative for young people (2006 and 2007) is visible at the level <br />
of: <br />
- the increase in the number of students registered in the different levels of education, implying an <br />
increase of around 21,000 students in the system, above all in vocationally oriented schools, <br />
especially at the level of secondary education; <br />
- the increase in the number of students who returned to the higher education system (around <br />
7,000 more than in the previous year); <br />
- the reduction of repetition and dropout rates in basic and secondary education (in basic education, <br />
the rate dropped from 11.5% in 2004/05 to 10% in 2006/07 and in secondary education, for the <br />
same years, the school repetition rate dropped from 31.9% to 24.6%); <br />
- the reduction of dropout rates (in 2007, the dropout rate was 36.3% in comparison with 38.6% in <br />
2005); <br />
- the increase in the percentage of young people between 20 and 24 years of age who completed at <br />
least secondary education from 49% in 2005 to 53.4% in 2007. <br />
<br />
New Opportunities for Adults <br />
<br />
The New Opportunities Initiative has a strong attendance by the adult Portuguese population, visible in <br />
the participation of between 10 and 15% of the active population that has not completed secondary <br />
education. From the start of the initiative to August <strong>2008</strong>, more than 516,000 Portuguese adults were <br />
covered by the New Opportunities Initiative and more than 183,000 adults were certified. <br />
<br />
From the beginning of 2007 to August <strong>2008</strong>, 447,774 candidates were enrolled in the New <br />
Opportunities Centres, of which 92,351 obtained a school certificate. From this number, 4,021 obtained <br />
a certification at the secondary level. <br />
<br />
The demand for the New Opportunities Centres 19 is broken down as follows: (i) the aim of around <br />
52.2% of adults is being certified at the level of secondary education (233,884), who belong by a large <br />
majority to the age group between 25 and 34 (37%) and 3% of those enrolled have between 55 and 64 <br />
19 Adults enrolled between 2007 and August <strong>2008</strong>.<br />
20 Former Recognition, Validation and Certification of Competences Centres<br />
21 In June <strong>2008</strong>.<br />
22 Structures which aim to respond to population qualification needs.<br />
23 Mainland <strong>Portugal</strong> and the Autonomous Region of Madeira.<br />
24 The kits contained booklets that were destined only for the young target‐group and various didactic materials. <br />
76
years of age; (ii) the aim of 47.8% of adults is to be certified at the level of basic education (213,890), <br />
with the majority of those enrolled belonging to the age group between 35 and 45 (36%); 10% have <br />
between 18 and 24 years of age and only 1% are 65 years of age or older; (iii) they are largely women; <br />
(iv) they are unemployed; and (v) they mainly come from the North, Centre and Lisbon by order of <br />
importance. <br />
<br />
More than 500 protocols and cooperation agreements were signed with the aim of mobilising <br />
employers and workers (around 600 thousand people) for the purpose of qualification. <br />
<br />
The year of <strong>2008</strong> witnessed the Extending of the RVCC processes to the secondary education level and <br />
to professional competences (in addition to school competences), thus raising the integrating <br />
framework of the RVCC system and its dual certification approach ‐ school and vocational. In 2007, the <br />
vocational RVCC was being tested in 16 vocational careers and 43 Vocational Training Centres of the <br />
Employment and Vocational Training Institute. It is estimated that from <strong>2008</strong>, this offer will be <br />
progressively generalised to all vocational careers included in the <strong>National</strong> Catalogue of Qualifications <br />
and will function within a network of centres covering the entire country. <br />
<br />
In <strong>2008</strong>, we registered a strong expansion and consolidation of the network of New Opportunities <br />
Centres 20 (CNO) with around 457 21 centres 22 that ensured coverage of the entire territory, 23 thereby <br />
exceeding by far the target set for <strong>2008</strong> (157 more than had been planned). We should highlight the <br />
fact that there are offers of dual certification trainings for adults after working hours in the majority of <br />
New Opportunities Centres with a view to privileging access of the employed population and extending <br />
the possibility for training. <br />
<br />
Structuring Measures of the New Opportunities Initiative <br />
<br />
- The <strong>National</strong> Catalogue of Qualifications (CNQ) www.catalogo.anq.gov.pt, which currently <br />
contains around 240 qualifications that are not at the level of higher education. At the same time, <br />
more than 5,000 Short Training Units were set up, which can be certified autonomously, of which <br />
800 promote mobility within and outside the areas of education and training, and all enable a <br />
higher flexibility in access to qualifications. <br />
- The Diversification of Opportunities for the Qualification of Young People ‐ e.g. the <br />
reorganisation of Technological Specialisation Courses (CET), the creation of responses for those <br />
who attended (and did not complete) training courses at the level of secondary education <br />
(Alternative Ways of Completing Secondary Education), the revision of the curricular structure of <br />
learning courses and the regulation of the process of reorienting the training path of students. <br />
- The Referential System of Key Competences for Education and the Training of Adults at the Level <br />
of Secondary Education ‐ it enables the possibility for all network centres to certify adults at the <br />
level of secondary education and at the same time, the launching of the Adult Education and <br />
Training Courses at the level of secondary education within the scope of dual certification. <br />
- The dissemination of the use of the Access Guide to Secondary Education ‐ an instrument that <br />
contains information about all education and training offers available to young people and adults. <br />
- The Information and Management System of the Education and Training Offer (SIGO) ‐ a key <br />
instrument for managing and monitoring demand, processes and results, fundamental for directing <br />
and guiding young people and adults to training offers that enable them to develop their certified <br />
skills, thus allowing the decentralised management of the training offer. <br />
- The implementation of mechanisms for the simplification and decentralisation of administration <br />
in terms of the functioning of Adult Education Training Courses and the consolidation of local <br />
monitoring structures in the scope of the regional services of the Ministry of Education and of <br />
Labour and Social Solidarity. <br />
- The execution of Technical Guidelines that articulate public and community financing strategies <br />
and the strategies and results defined for the New Opportunities measure. <br />
- The Quality Card of New Opportunities Centres, as an instrument for the regulation and <br />
orientation of its activity, aiming to foster demand, clarify action strategies and service levels. This <br />
Quality Card defines the mission, structural principles and the different areas of intervention of the <br />
New Opportunities Centres. In addition, the Quality Card includes a System of Referential <br />
Indicators for Quality, which defines service levels and results to be obtained in each of the areas <br />
77
of intervention. <br />
- As a complement to the monitoring and evaluation covered by the Quality Card, a process of <br />
external evaluation, long and profound, of the New Opportunities Initiative and Network of <br />
Centres was launched in January <strong>2008</strong> with the aim of supervising its effectiveness and efficacy. <br />
- The carrying out of various Information and Awareness Campaigns for qualification in 2007, <br />
namely in the media (television, radio, press) with the objective of promoting 12th year schooling <br />
and the social valorisation of schools and vocational training, as a means to obtain a qualification <br />
that enables better opportunities for employment and personal fulfilment. This campaign was <br />
accompanied by the distribution of booklets destined for education workers and young people, i.e. <br />
students aged 14‐15, the age at which they choose their secondary education course. At the same <br />
time, New Opportunities kits were distributed24 to schools. <br />
<br />
The Contribution of the EU’s Structural Funds to the New Opportunities Initiative <br />
<br />
The steps already taken in the implementation of the New Opportunities Initiative have benefited <br />
greatly from structural fund support, in particular that of the <strong>European</strong> Social Fund (ESF) in the scope of <br />
the CSF III, which required a strategic reorientation of the planned investment in the field of <br />
employment and training policies in line with the strategies and targets defined in the framework of <br />
this Initiative. <br />
<br />
This strategic guideline was heavily stressed in the <strong>National</strong> Strategic Reference Framework. The <br />
qualification of Portuguese men and women is a central priority, expressed by the increase of financing <br />
directed for this purpose. For this reason, the ESF represents around 37% of the set of Structural Funds <br />
from which mainland <strong>Portugal</strong> will benefit, increasing by 10 percentage points its position relative to <br />
CSF III. This corresponds to an amount above 6000 million Euros, 70% of which are allocated to the <br />
implementation of the New Opportunities Initiative. <br />
<br />
<br />
<br />
<br />
<br />
Driver 9. Proximity Community Services Network <br />
<br />
The Proximity Community Services Network is formed by a set of projects, responses and social and <br />
health facilities, whose aim is to ensure the continuity of the provision of care (health and social) to <br />
people who are in a situation of dependency for various reasons, in such a way as to promote their <br />
overall recovery (via continuous rehabilitation, readaptation and reintegration), giving special attention <br />
to social exclusion. <br />
<br />
In most cases, its work is developed using a cooperation model between the State and Civil Society and <br />
targets particularly the following intervention areas: i) childhood and youth; ii) the disabled; iii) the <br />
elderly; iv) family and community; v) drug addicts; vi) people infected with HIV/AIDS and their families; <br />
vii) other intervention areas (mental health, integrated social responses). <br />
<br />
The pledge in the expansion and upgrading of the proximity services network, in terms of number of <br />
responses, quality and equity in territorial distribution, is not only an important instrument to foster <br />
conciliation between the professional activity and the personal and family life and equal gender <br />
opportunities, the reduction of absenteeism, but it will also contribute to generating numerous new <br />
jobs in the tertiary sector. Hence, the Government proposes to use the "Extension of the Social <br />
Facilities Network Programme" 25 and the "Support Programme for Investment in Social Facilities" <br />
to: 26 (i) increase the installed capacity of crèches by 2009 – 31,161 places (to reach the Barcelona <br />
commitment: 33%); (ii) improve social responses for the elderly, creating 19,000 new places by 2009; <br />
(iii) provide 4,600 places in integrated continued care network facilities by <strong>2008</strong> and; (iv) add 1,850 <br />
25 Government Order no. 426/2006 of 2 May and Order no. 10516/2006 of 11 May.<br />
26 Government Order no. 869/2006 of 29 August.<br />
78
places in social responses to the disabled by 2009. The total investment planned in the scope of the <br />
PARES Programme by 2009 is 450 million Euros and the creation of around 15,000 new work posts. <br />
<br />
In the 3 stages of PARES, 618 facilities were approved, corresponding to 1,049 social responses and <br />
38,470 places. The total investment in these facilities is 422.5 million Euros, of which 210.7 million <br />
Euros come from public financing. With these new responses, the Government plans to create around <br />
10,300 new work posts. As regards crèches in particular, around 18,650 places in 418 crèches and a <br />
total investment of 154 million were approved, of which 82.7 million stem from public financing <br />
(provisional amounts). <br />
<br />
The fight against poverty and social exclusion is not only based on services and social and health <br />
facilities, but also on developing proximity networks which, by identifying the characteristic problems <br />
and specificities within a certain territory, develops adjusted intervention strategies. In this context, the <br />
CLDS – Local Social Development Contracts (Government Order no. 396/2007 of 2 April) are <br />
introduced. Their territories are previously selected according to the existing needs and the respective <br />
municipalities invited to develop a project together with a coordinating NGO, which is organised from <br />
the Local Social Networks through intervention partnerships at strategic points: family and community; <br />
employment and training and accessibility and information. <br />
<br />
At the level of social minimums, a number of alterations were made in the legislation on the RSI – <br />
Social Insertion Income due to the alterations conferred by Law no. 45/2005 of 29 August, as well as <br />
the intervention strategy itself, strengthening the insertion component of the beneficiaries, in terms of <br />
both social and professional integration. The intervention logic of the RSI is based on the monitoring of <br />
families by partners from the Local Insertion Nuclei and the IPSS with specific protocols for this <br />
purpose, pledging in taking full advantage of community resources in supporting the so‐called <br />
situations of extreme need. In 2006, 106,167 households and 286.837 beneficiaries were covered and <br />
49,394 integration agreements were signed, while in 2007, 117,740 households and 341,149 <br />
beneficiaries were covered and 68,173 integration agreements signed,. Relative to <strong>2008</strong> (August), this <br />
measure covered around 341,149 beneficiaries and 128,915 families, and 73,693 integration <br />
agreements were signed. <br />
<br />
Also in the area of social protection for the most needy, the Solidarity Supplement for the Elderly (CSI) <br />
was created by Decree‐Law no. 232/2005 of 29 December. It represents a special benefit for combating <br />
the poverty of the elderly and is part of the subsystem of solidarity aimed at pensioners over 65 years <br />
of age, assuming the character of a supplement to the pre‐existing income. Its value is defined by <br />
reference to a threshold that is defined each year and its attribution varies in accordance with the <br />
concrete situation of the pensioner who requests it. The Solidarity Supplement for the Elderly was <br />
introduced progressively for three years, i.e. it was established that the age for recognising the right to <br />
the solidarity supplement for the elderly would be 80 years in 2006, 70 and above in 2007, and 65 and <br />
above in <strong>2008</strong>. As at the end of the first quarter of <strong>2008</strong>, 70,400 elderly persons (the majority of whom <br />
were women) benefited from this measure. Expressed in figures, 27 the gradual implementation of the <br />
measure covered 18,275 beneficiaries in 2006, of which 74% were women (only the elderly aged 80 <br />
and above). In 2007, the number of beneficiaries increased to around 55,771 (the elderly aged 70 and <br />
above) and in <strong>2008</strong>, persons aged 65 years and above were included in the measure. In September <br />
<strong>2008</strong>, the measure covered about 125.727 beneficiaries. Between 2006 and 2007, a variation of the <br />
average payment was registered between 75 and 79 Euros, having a growing trend in light of the new <br />
reference threshold. <br />
<br />
The <strong>National</strong> Network of Integrated Continued Care 28 (RNCCI), created by Decree‐Law no. 101/2006 <br />
of 6 June, within the scope of the activity of the Ministries of Health and of Labour and Social Solidarity, <br />
is based on two fundamental pillars, the <strong>National</strong> Health Service and the Social Protection System, and <br />
strives to cover the all of mainland <strong>Portugal</strong>. It is based on the Proximity Community Services in order <br />
27 2006, 2007, beginning of <strong>2008</strong><br />
28 www.rncci.min-saude.pt. Pilot study until July 2007 when it started covering the entire territory of mainland <strong>Portugal</strong>.<br />
29<br />
74 for women and 72 for men.<br />
30<br />
Government Order no. 376/<strong>2008</strong> of 23 May.<br />
31<br />
Government Orders 1087-A/2007 of 5 September and no. 189/<strong>2008</strong> of 19 February.<br />
79
to respond to its primary goal of providing integrated continued care to people who, irrespective of <br />
their age, are in a situation of dependency, seeking to ensure continuity of outpatient treatments after <br />
hospital discharge. This decentralised intervention model fosters effective dynamics of regional and <br />
local partnerships between public and private sector bodies (non‐profit and profit). It is innovative in <br />
that it is an integrated and articulated model of health and social security with a preventative, recovery <br />
and palliative character. <br />
<br />
Since the start of the <strong>National</strong> Network of Integrated Continued Care, 20,332 users were referenced <br />
and 14,239 attended. During the first half of <strong>2008</strong>, an increase of 183% was registered in comparison <br />
to April 2007, characterised by the increase in the number of places created in response to residential <br />
care of around 2,539, while it is planned to make 4,600 places available by the end of <strong>2008</strong>. <br />
<br />
The RNCCI model defines four types of residential care, while the occupancy rate in convalescence <br />
units is 92%, in medium and short term stay units 97% and in palliative care units 83%. <br />
The profile of the users of the <strong>National</strong> Network for Integrated Continued Care is as follows: (a) the <br />
majority of them are women (58%); (b) their average age is 73; 29 (c) the majority of users who are older <br />
than 80 are women (57%) in comparison to men (20%); and 18% of the users lived alone. <br />
We should highlight the development and implementation of organisational measures, namely: <br />
⎯ The implementation of the online registration and monitoring system of the network at the <br />
national level. <br />
⎯ The growth of the policy of equality with monitoring visits started by the Local Coordination <br />
Teams, which performed 80 visits. At the same time, parameters for organisational audits by <br />
external auditors and quality indicators with emphasis on results were defined. <br />
⎯ The identification of 12 referential units with training provided in the workplace to 38 <br />
professionals in liaison with similar units in Catalonia; visits by guardians to the referential <br />
units with the holding of workshops; the organisation of a seminar/workshop entitled <br />
"Building a Plan for Improvement: A path to quality" for a number of units and the <br />
identification of opportunities for improvement in the short‐term for each unit. Internship in <br />
Catalonia by representatives of the 5 regional structures of RNCCI. <br />
⎯ The creation of a single instrument for bio‐psycho‐social assessments (IAB) and the provision <br />
of trainings to all new RNCCI workers in a total of 215 hours of training. <br />
⎯ The strengthening and development of other professional skills in 15 trainings that covered <br />
361 trainees in a total of 383 hours. Thirteen trainings were also carried out which included <br />
476 participants during a total of 156 hours. The totality of the coordinating, referential and <br />
service instances of RNCCI were covered, including all professional profiles and the entire <br />
geographical area on which RNCCI is implemented. <br />
⎯ The drawing up of a guideline medicine record for RNCCI, made available at the site, about the <br />
problems related to medicines for the elderly. <br />
⎯ The creation of the "Modelar Programme" ‐ a public investment <strong>programme</strong> for the <br />
"modelling" 30 of facilities with support for the creation of new places. <br />
⎯ New Government Orders establishing the prices of RNCCI responses. 31 . <br />
⎯ The publication of Normative Order no. 34/2007 on the co‐participation of beneficiaries in the <br />
<strong>National</strong> Network of Integrated Continued Care. <br />
⎯ The publication of Order no. 28941/2007 of 20 December which sets up the Working Group <br />
for putting the objectives mentioned in the <strong>National</strong> Programme for Palliative Care into <br />
practice. <br />
⎯ The publication of Order no. 1408/<strong>2008</strong> of 11 January which identified the Units which form <br />
part of the <strong>National</strong> Network of Integrated Continued Care. <br />
<br />
We should point out that a study on the Assessment of the Satisfaction of Hospitalised Users was <br />
carried out this year in cooperation with the Higher Institute of Work and Business Sciences. Its <br />
conclusions were as follows: (i) 96.6% of those interviewed affirmed that the care provided at the unit <br />
was good (71.4%) or very good (25.2%); (ii) 80% of those interviewed consider that they have gotten <br />
better since they arrived at the unit; (iii) 98% of those interviewed affirm that they would recommend <br />
the unit in which they currently reside. <br />
<br />
Among the users who had already been released, 45% considered the care provided very good and <br />
80
47% considered it good, around 96% of the users said that they would recommend the unit in which <br />
they were hospitalised, and 90% of the users consider that their stay there has improved their health. <br />
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ANNEXES <br />
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| <br />
INDEX <br />
<br />
<br />
<br />
1. Measures Grid (SEPARATE FILE) <br />
<br />
2. Links to connected Programmes and relevant information .................................. 3 <br />
<br />
3. Study of impact indicators of Technological Plan ................................................ 10 <br />
<br />
4. Role of the <strong>National</strong> Strategic Reference Framework (NSRF) in the Portuguese <br />
<strong>National</strong> Reform Programme (NRP) ......................................................................... 18 <br />
<br />
5. The Rural Development and Fisheries Programmes and the Portuguese <strong>National</strong> <br />
Reform Programme (NRP <strong>2008</strong>‐<strong>2010</strong>) ...................................................................... 22 <br />
<br />
<br />
| <br />
LINKS TO CONNECTED PROGRAMMES AND RELEVANT INFORMATION <br />
<br />
RELEVANTS WEBSITES: <br />
<br />
• Lisbon Strategy – www.estrategiadelisboa.pt <br />
• Technological Plan – www.planotecnologico.pt <br />
• Education Technological Plan – www.escola.gov.pt <br />
• Electronic Diário da República – www.dre.pt <br />
• State’s Electronic Certification System – www.scee.gov.pt <br />
• e‐ Initiatives and eSchool initiative ‐ http://www.eescola.net/ <br />
• New Opportunities Initiative – www.novasoportunidades.gov.pt <br />
• Company Portal – www.portaldaempresa.pt <br />
• Citizen Portal– www.portaldocidadao.pt <br />
• Company in an Hour – www.empresanahora.pt <br />
• Brand in an Hour <br />
• https://www.portaldaempresa.pt/CVE/Services/MarcaNaHora/elaborarPedido.aspx <br />
• Electronic declarations – www.e‐financas.gov.pt <br />
• Online Automobile ‐ http://www.automovelonline.mj.pt/ <br />
• Ready House ‐ http://www.casapronta.pt/CasaPronta/ <br />
• New online Company Register Services <br />
• http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MJ/Comunicacao/Outros_Documentos/20070710_MJ_Doc_Registo_Comercial_Online.h<br />
tm <br />
• Civil Register Simplification procedures ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MJ/Comunicacao/Outros_Documentos/20070629_MJ_Doc_Registo_Civil.htm <br />
• Online Company register and permanent certificate ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MJ/Comunicacao/Outros_Documentos/20061220_MJ_Doc_Registo_Online.htm <br />
• Simplified Business Information and other Simplification measures ‐ <br />
http://www.mj.gov.pt/site_IES/site/home.htm <br />
• <strong>National</strong> Reading Plan (Read+) – www.planonacionaldeleitura.gov.pt <br />
• Direct Social Security ‐ https://www.seg‐social.pt/consultas/ssdirecta/ <br />
• New Border Control Systems – RAPID ‐ http://www.rapid.sef.pt/ <br />
• Netemmployment – www.netemprego.gov.pt <br />
• Hospital Medication Programme ‐ http://www.portugal.gov.pt/NR/rdonlyres/7D32F26D‐<br />
7D5E‐4EE9‐AC9B‐1D0928B070B0/0/Programa_Medicamento_Hospitalar.pdf <br />
• Sustainability Report of SNS Financing ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MS/Comunicacao/Programas_e_Dossiers/20070622_MS_Doss_Financiamento_SNS.htm <br />
• Social Charter‐ http://www.dgeep.mtss.gov.pt/estudos/cartasocial.php <br />
<br />
<br />
MODERNISATION OF THE PUBLIC ADMINISTRATION <br />
<br />
"Paying at the right time" Programme <br />
http://www.min‐financas.pt/inf_geral/default_PPTH.asp <br />
• Evaluation System of Services / Evaluation Frameworks and Responsibilisation (SIADAP 1 / <br />
QUAR) www.quar.gov.pt <br />
• SIMPLEX Programme <strong>2008</strong> ‐ http://www.simplex.pt/<strong>2008</strong>programa/index.html <br />
• SIMPLEX: Balance 2007 ‐ http://www.simplex.pt/downloads/2007BalancoSimplex.pdf <br />
• Reform of Contractual Ties, Careers and Remuneration in the Public Administration <br />
• http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MF/Comunicacao/Programas_e_Dossiers/20070316_MFAP_Doss_Regimes_AP.htm <br />
<br />
3
• On line Land Register: www.predialonline.mj.pt <br />
• CITIUS ‐ http://citius.tribunaisnet.mj.pt <br />
• Mobility in the Public Adminsitration <br />
• http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MF/Comunicacao/Programas_e_Dossiers/20070115_MEF_Doss_Mobilidade.htm <br />
• Shared Services in the Public Administration <br />
• http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MF/Comunicacao/Outros_Documentos/20061214_MEF_Doc_Servicos_Partilhados.htm <br />
• Restructuring Programme of the State’s Central Administration –Organic Laws <br />
• http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MF/Comunicacao/Programas_e_Dossiers/20060330_MEAI_Prog_Prace.htm <br />
• Principles of Good Governance of Companies in the State’s Business Sector <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MF/Comunicacao/Outros_Documentos/20070328_MEF_Doc_Governo_SEE.htm <br />
<br />
<br />
R&D AND INNOVATION <br />
<br />
• FINICIA Programme ‐ http://www.iapmei.pt/iapmei‐art‐02.phpid=234&temaid=9 <br />
• FINICRESCE Programme ‐ http://www.iapmei.pt/iapmei‐mstplindex.phpmsid=6 <br />
• Inovar Platform ‐ http://www.mineconomia.pt/innerPage.aspxidCat=17&idMasterCat=15&idLang=1&idContent=64&idLayou<br />
t=1 <br />
• INOFIN ‐ http://www.mineconomia.pt/innerPage.aspxidCat=16&idMasterCat=15&idLang=1&idContent=62&idLayou<br />
t=1 <br />
• Innovation Scoring ‐ http://www.innovationscoring.pt/ <br />
• Cohitec Initiative ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MEI/Comunicacao/Intervencoes/20070621_MEI_Int_SEAII_Cohitec.htm <br />
• InovJovem Programme ‐ http://www.inovjovem.gov.pt/ <br />
• InovContact Programmes ‐ http://www.networkcontacto.com/ <br />
• Inov Vasco da Gama Programme ‐ <br />
http://www.networkcontacto.com/pt/ns0/tb276/s0/hi590/tb.aspx <br />
• Tax Incentive System for Business Research and Development ‐ http://sifide.adi.pt/ <br />
• InovCapital –Successful Partnerships for Innovation ‐ http://www.inovcapital.pt/ <br />
• Connecting <strong>Portugal</strong> Programme ‐ http://www.ligarportugal.pt/ <br />
• CMU <strong>Portugal</strong> ‐ http://www.cmuportugal.org/ <br />
• MIT <strong>Portugal</strong> ‐ http://www.mitportugal.org/ <br />
• UT Austin <strong>Portugal</strong> ‐ http://www.utaustinportugal.org/ <br />
• Pledge with Science ‐ <br />
http://www.mctes.pt/archive/doc/MCTES_compromisso_com_a_ciencia.pdf; <br />
http://www.fct.mctes.pt/ciencia2007/ <br />
• BD PhDs in Companies ‐ http://www.adi.pt/BDE.htm <br />
• Scientific Employment ‐ <br />
http://www.degraucientifico.pt/PresentationLayer/adi_home_00.aspx <br />
• Connecting <strong>Portugal</strong> Programme ‐ http://www.ligarportugal.pt/ <br />
• Information Society, ICT and Nanotechnology ‐ http://www.umic.pt/ <br />
• Network of Internet Spaces ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=18&Itemid=37 <br />
• Access Programme ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=10&Itemid=37 <br />
• Digital Cities and Regions ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=17&Itemid=12 <br />
• Community Networks ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=28&Itemid=187 <br />
<br />
4
• NEOTEC – New Technologically Based Companies ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=2956&Itemid=397 <br />
• E‐Science ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=29&Itemid=187 <br />
• Information Society Reports and Statistics ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=category§ionid=17&id=95&<br />
Itemid=171 <br />
• INL Iberian International Nanotechnology Laboratory ‐ <br />
http://www.umic.pt/index.phpoption=com_content&task=view&id=2795&Itemid=212 <br />
<br />
<br />
ENERGY, ENVIRONMENT AND LAND USE PLANNING <br />
<strong>National</strong> Strategy for Energy ‐ http://www.dre.pt/pdf1sdip/2005/10/204B00/61686176.PDF <br />
• New targets for the Energy Sector ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MEI/Comunicacao/Outros_Documentos/20070126_MEI_Doc_Metas_Energia.htm <br />
• <strong>National</strong> Dam Programme ‐ <br />
http://www.inag.pt/index.phpoption=com_content&view=article&id=59:%20Programa%20<br />
Nacional%20de%20Barragens%20com%20Elevado%20Potencial%20Hidroel%C3%A9ctrico <br />
• <strong>National</strong> Plan for the Attribution of CO2 Emission Licences ‐ <br />
http://www.portugal.gov.pt/NR/rdonlyres/3F26D0DB‐C8A7‐485A‐8D4A‐<br />
0DB6CBE4C300/0/PNALE2.pdf <br />
• Portuguese Carbon Fund ‐ http://www.dre.pt/pdf1sdip/2006/03/060A00/22092210.PDF <br />
• <strong>National</strong> Action Plan for Environment and Health 2007‐2013 ‐ <br />
http://www.maotdr.gov.pt/CmsPage.aspxPageIndex=1&ID=55 <br />
• Política de Cidades, Polis XXI ‐ http://www.dgotdu.pt/pc/documentos/POLISXXIapresentacao.pdf <br />
• Strategic Plan for Solid Urban Waste 2007‐2016 ‐ <br />
http://www.portugal.gov.pt/NR/rdonlyres/858B51E5‐9E93‐4816‐97C7‐<br />
58BB005B367D/0/PERSU_2.pdf <br />
• Strategic Plan for water supply and sewerage ‐ <br />
http://www.maotdr.gov.pt/Admin/Files/Documents/PEAASAR.pdf <br />
• Logistics <strong>Portugal</strong> Plan ‐ http://www.moptc.pt/tempfiles/20060721113606moptc.pdf <br />
• Stratgies for the maritime‐port sector ‐ <br />
http://www.portugal.gov.pt/NR/rdonlyres/5A7FF2BF‐4283‐43A3‐8DA6‐<br />
7541411D1DCE/0/Estrategia_Sector_Maritimo_Porturario.pdf <br />
• PENT: <strong>National</strong> Strategic Plan for Tourism ‐ <br />
http://www.turismodeportugal.pt/Português/turismodeportugal/planoestrategiconacional<br />
doturismo/Anexos/PENT%20VER%20INGLES.pdf <br />
• <strong>National</strong> Strategy for the Sea ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MDN/Comunicacao/Programas_e_Dossiers/20061005_MDN_Prog_Estrategia_Mar.htm <br />
• Rural Development Programme (ProDeR): http://www.proder.pt <br />
• <strong>National</strong> Strategic Plan of Rural Development : http://www.gpp.pt/drural <br />
• <strong>European</strong> Agricultural Fund for Rural Development (FEADER): http://www.gpp.pt/drural <br />
• <strong>National</strong> Rural Network: http://www.gpp.pt/drural <br />
• Operational Programme for the Fishing Sector (PROMAR): http://www.dgpa.min‐ <br />
agricultura.pt <br />
• <strong>European</strong> Fishing Fund (FEP) : http://www.dgpa.min‐agricultura.pt <br />
<br />
<br />
<br />
<br />
<br />
MINISTRIES <br />
<br />
<br />
5
• Ministry for the Interior www.mai.gov.pt <br />
• Ministry of Agriculture, Rural Development and Fisheries www.min‐agricultura.pt <br />
• Ministry of Science, Technology and Higher Education www.mctes.pt <br />
• Ministry of Culture www.min‐cultura.pt <br />
• Ministry of <strong>National</strong> Defence www.mdn.gov.pt <br />
• Ministry of Justice www.mj.gov.pt <br />
• Ministry of Health www.min‐saude.pt <br />
• Ministry of Finance and Public Administration www.min‐financas.pt <br />
• Ministry of Public Works, Transport and Communications www.moptc.pt <br />
• Ministry of the Environment, Land Use Planning and Regional Development <br />
www.maotdr.gov.pt <br />
• Ministry of Foreign Affairs http://www.mne.gov.pt/mne/pt/ <br />
• Ministry of Labour and Social Solidarity http://www.mtss.gov.pt/ <br />
• Minister of the Presidency http://www.mp.gov.pt/ <br />
• Government Portal http://www.portugal.gov.pt/Portal/PT <br />
• Ministry of the Economy www.min‐economia.pt <br />
• Ministry of Education http://www.min‐edu.pt/ <br />
<br />
OTHER PUBLIC ENTITIES <br />
<br />
• Lisbon Strategy www.estrategiadelisboa.pt <br />
• Technological Plan – www.planotecnologico.pt <br />
• UMIC – www.umic.pt <br />
• Science and Technology Foundation ‐ http://www.fct.mctes.pt/ <br />
• Directorate General of Energy and Geology ‐ http://www.dgge.pt/ <br />
• Competition Authority ‐ http://www.autoridadedaconcorrencia.pt/ <br />
• AICEP –Global Capital ‐ http://www.capitalglobal.pt/ <br />
• Support Institute for Small and Medium Enterprises ‐ http://www.iapmei.pt/ <br />
• ADI – Innovation Agency ‐ http://www.adi.pt/ <br />
• Agency for Administrative Modernisation (AMA) – www.ama.pt <br />
• <strong>National</strong> Agency for Qualifications (ANQ) – www.anq.gov.pt <br />
• Vine and Wine Institute (IVV): http://ivv.min‐agricultura.pt <br />
• <strong>National</strong> Forestry Authority: http://www.dgrf.min‐agricultura.pt/portal <br />
<br />
QUALIFICATION AND REFORM OF VOCATIONAL TRAINING <br />
<br />
<strong>National</strong> Qualifications Catalogue <br />
http://www.catalogo.anq.gov.pt <br />
Despacho nº 1356/<strong>2008</strong>, DR 93, Série II, de <strong>2008</strong>‐05‐14 – approves the initial version of the <br />
<strong>National</strong> Qualifications Catalogue. <br />
http://www.anq.gov.ptcr=9376 <br />
• Legal System of the <strong>National</strong> Qualifications System and structures that regulate its <br />
operation <br />
Decreto‐Lei nº 396/2007, DR 251, Série I, de 2007‐12‐31 <br />
http://www.anq.gov.ptcr=8934 <br />
• Vocational training <strong>reform</strong> measures, agreed by the majority of the social partners with <br />
seats on the Permanent Council for Social Coordination <br />
Resolução do Conselho de Ministros nº 173/2007, DR 214, Série I, de 2007‐11‐07 <br />
http://www.anq.gov.ptcr=8768 <br />
• Creation of the <strong>National</strong> Vocational Training Council to substitute the <strong>National</strong> Advisory <br />
Council for Vocational Training <br />
Decreto‐Lei nº 39/2006, DR 36, Série I‐A, de 2006‐02‐20 <br />
http://www.anq.gov.ptcr=8938 <br />
• Reform of Vocational Training ‐ <br />
<br />
6
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Programas_e_Dossiers/20061023_MTSS_Doss_Reforma_Formacao_<br />
Profissional.htm <br />
• Launch of the Technological Plan for Education – <br />
http://www.portugal.gov.pt/NR/rdonlyres/C25B2D33‐16F0‐4EC1‐BA84‐<br />
87048F76D64B/0/Plano_Tecnologico_Educacao_DR.pdf <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Programas_e_Dossiers/20070723_ME_Prog_PTecnologico_Educacao.h<br />
tm <br />
• Programme for the Modernisation of Secondary Schools <br />
http://www.gepe.min‐edu.pt/np4/newsId=7&fileName=Moderniz_Tecnologica.pdf <br />
• e‐schools: Programme for Access to Computers and Broadband <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MOPTC/Comunicacao/Programas_e_Dossiers/20070605_MOPTC_Doss_ProgramasE.htm <br />
• Expansion of Profissionalizing Education <br />
http://www.portugal.gov.pt/NR/rdonlyres/37661B34‐7D5B‐471E‐9AF5‐<br />
8A485EE64084/0/Expansao_Ensino_Profissionalizante.pdf <br />
• Boosting the practical and experimental component in secondary schools‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20070515_ME_Com_Curricula_Secundario.htm <br />
• Report on the evolution of education 2006/2007 / IGE ‐ <br />
http://www.portugal.gov.pt/NR/rdonlyres/4263380C‐D55E‐4E9C‐98FB‐<br />
8E7EF3E0077A/0/Rel_Org_Ano_Lectivo_2006_2007.pdf <br />
• Positive results in the fight against low achievement and dropping out of school <br />
http://www.gepe.min‐edu.pt/np4/newsId=271&fileName=TXsret.pdf <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20070108_ME_Doc_Estatisticas_Escolares.htm <br />
• Reform of the Teaching Career in Basic and Secondary Education <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Programas_e_Dossiers/20070713_ME_Doss_Reg_ECD.htm <br />
• Support for Secondary Education in the Fight against Early School Leaving 2007/08 ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20070903_ME_Doc_Medidas_2007_08.htm <br />
• Contracts for the Development of Schools in Difficult Social Milieus ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20070312_ME_Doc_Escolas_Meio_Dificil.htm <br />
• Recognition of competencies at secondary school level <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20061116_ME_Doc_Competencias_Secundario.h<br />
tm <br />
• Adjusting Higher Education for the Bologna Process – <br />
http://www.mctes.pt/archive/doc/BolonhaII_<strong>2008</strong>_04_30.pdf <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MCTES/Comunicacao/Outros_Documentos/20070513_MCTES_Doc_Bolonha.htm <br />
• New Evaluation System for Higher Education – <br />
http://www.mctes.pt/archive/doc/l_2007_038.pdf <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MCTES/Comunicacao/Outros_Documentos/20070323_MCTES_Doc_Regime_Avaliacao_E<br />
nsSup.htm <br />
• Creation of Higher Education Evaluation and Accreditation Agency <br />
http://www.mctes.pt/idc=31&idi=285&idt=22 <br />
• General Reform of Legal system of Higher Education Institutions <br />
http://www.mctes.pt/docs/ficheiros/MCTES_5_Maio_2007___Evora.pdf <br />
• System of Loans for Higher Education Students ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MCTES/Comunicacao/Programas_e_Dossiers/20070907_MCTES_Doss_Emprestimos_Estu<br />
dantesEns_Sup.htm <br />
<br />
7
• <strong>National</strong> Reading Plan ‐ <br />
http://www.planonacionaldeleitura.gov.pt/ <br />
• Outcome of the 1st Year of the <strong>National</strong> Reading Plan <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/ME/Comunicacao/Outros_Documentos/20070530_ME_Doc_PNLeitura.htm <br />
<br />
<br />
WORKING RELATIONS <br />
<br />
Law that changes the Labour Code http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministerios/MTSS<br />
/Comunicacao/Outros_Documentos/20060320_MTSS_Doc_Altera_Codigo_Trabalho.htm <br />
http://www.mtss.gov.pt/tpl_intro_destaque.asp283 <br />
• White Paper on Labour Relations http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Publicacoes/20070627_MTSS_Pub_Livro_Branco_Rel_Laborais.htm <br />
• Agreement on the Fixing of the Guaranteed Minimum Wage http://www.portugal.gov.pt/Portal/PT/Primeiro_Ministro/Documentos/20061205_PM_Doc<br />
_Salario_Minimo.htm <br />
• Labour Mediation System http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MJ/Comunicacao/Outros_Documentos/20060505_MJ_Doc_Mediacao_Laboral.htm <br />
• Reform of Active Employment Policies http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Outros_Documentos/20070713_MTSS_Doc_Politicas_Emprego.htm <br />
• Programme for the Prevention and Eradication of the Exploitation of Child Labour ‐ <br />
www.peti.gov.pt <br />
<br />
<br />
SOCIAL COHESION/EQUAL OPPORTUNITIES/PROXIMITY SERVICES NETWORK <br />
<br />
• Aid for the Family and Birth http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Programas_e_Dossiers/20070723_MTSS_Prog_Natalidade.htm <br />
• Report on the Monitoring of the Pilot Experiments of the <strong>National</strong> Network of Integrated <br />
Continued Care ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MS/Comunicacao/Outros_Documentos/20070824_MS_Doc_Rel_Experiencias_RNCCI.ht<br />
m <br />
• First phase of the application to the PARES ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Outros_Documentos/20061109_MTSS_Doc_Candidaturas_PARES.ht<br />
m <br />
• Presentation of Local Social Development Contracts ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Outros_Documentos/20070410_MTSS_Doc_CLDS.htm <br />
• <strong>National</strong> Strategy for the Inclusion of Beneficiaries of the Social Integration Benefit ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Outros_Documentos/20070327_MTSS_Doc_Insercao_RSI.htm <br />
• <strong>National</strong> Action Plan for Inclusion (PNAI) ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Programas_e_Dossiers/20061023_MTSS_Prog_PNAI.htm <br />
• Network of Social Reintegration Educational Centres ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MJ/Comunicacao/Outros_Documentos/20070413_MJ_Doc_Centros_Educativos_Reinser<br />
cao.htm <br />
<br />
8
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9 <br />
• New Opportunities Centre for the mentally handicapped ‐ <br />
http://www.portugal.gov.pt/Portal/PT/Governos/Governos_Constitucionais/GC17/Ministeri<br />
os/MTSS/Comunicacao/Notas_de_Imprensa/20060927_MTSS_Com_Novas_Oportunidades.<br />
htm <br />
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STUDY OF THE IMPACT INDICATORS OF THE TECHNOLOGICAL PLAN <br />
<br />
SUMMARY <br />
<br />
It is 3 years since the launch of the Technological Plan (PT) and some quantified <br />
information should therefore be provided on its implementation and its effects as a <br />
driver of social and economic changes in our country. At a time when the majority of <br />
the planned measures have already been implemented or are in a relatively <br />
advanced stage of implementation, a new phase of reporting should be adopted on <br />
the progress achieved so far and the signs of what impacts the PT will make in <br />
<strong>Portugal</strong>; it will only be possible to measure these impacts in the medium/long term. <br />
To this end, together with the additional motivation resulting from the discussions <br />
that took place in the meetings of the PT Advisory Council, two Portuguese <br />
academics were asked to conduct a study that identified and defined impact chains <br />
and indicators by establishing Relations between the Areas of Application of the PT <br />
and also forecast the identification and respective quantification of the execution <br />
indicators and results that demonstrate the path followed and the signs of the PT <br />
future impacts. <br />
<br />
<br />
BRIEF SUMMARY <br />
<br />
A study was conducted by two eminent Portuguese academics ‐ João Caraça and <br />
Vítor Corado Simões in order to identify impact chains and define a set of <br />
appropriate indicators to gauge the economic results and impacts of the <br />
Technological Plan (PT). <br />
<br />
It should be noted at the outset that when we speak of the impacts of the PT, due to <br />
their very nature, we are referring to aspects that can only be measured effectively <br />
in the medium/long term; however, this does not prevent the immediate <br />
identification of certain indicators of execution and results that can act as significant <br />
signs (sensors) for the later evaluation of the economic impact of the PT. <br />
<br />
With this line of reasoning, it is important however to distinguish between three <br />
kinds of indicators considered in the study: <br />
<br />
(1) Execution indicators related to the implementation of the PT measures; <br />
(2) Results indicators, the aim of which is to identify the responses of economic <br />
agents in the different application areas of the PT; and <br />
(3) Impact indicators, expressed in absolute or relative monetary terms and <br />
aimed at measuring the economic value generated as a result of the <br />
implementation of the PT. <br />
<br />
The conclusions of the first phase of the study were presented at the PT Advisory <br />
Council on 23rd November 2007; they began with the relationship between the <br />
<br />
10
three pillars of the PT (Knowledge, Technology and Innovation) and the so‐called <br />
“Knowledge Triangle” and made an analysis and reclassification of the PT measures <br />
in accordance with five criteria: Scope of interactions, Relevance, Time Horizon, <br />
Incidence and Area of Application. <br />
<br />
This led to the organisation of the PT measures into 7 analysis dimensions (following <br />
figure): Network Society, Qualification of Human Resources, S&T Infrastructure, <br />
Financing System, Conditions of Economic Activity, Entrepreneurship and Business <br />
Capacity. <br />
<br />
Figure 1: Initial perspective of the Relations between the Application Areas of the PT <br />
<br />
<br />
This figure opens the path to a new distinction between the various indicators <br />
identified, namely between intermediate indicators (defined as those that do not as <br />
a rule have any monetary expression, and which transmit results associated to the <br />
Areas of Application upstream of Conditions of Economic Activity and Business <br />
Capacity) and Impact Indicators (characterised as those aimed at expressing the <br />
consequences or alterations in the economic fabric of a specific set of policy <br />
measures, also distinguished between those of the first level that are closer to the <br />
results and those of the second level that have a monetary expression and which <br />
best express the consequences of the PT in terms of economic change). <br />
<br />
The conclusions of the second phase of the work were presented at the meeting of <br />
the AC on 15 July <strong>2008</strong>. The aim of this phase was to build on the previous phase by <br />
identifying impact chains. A methodological procedure was adopted for the <br />
presentation of a proposal of result and impact indicators which involved the <br />
analysis of the affects of each measure on the analysis dimension of which it was <br />
part, as well as on the remaining dimensions/areas of application identified; the <br />
“Clustering” of measures according to the potential impacts observed; the <br />
construction of a framework of interactions between the seven analysis dimensions; <br />
<br />
11
the identification of the most relevant connections; a proposal of a battery of result <br />
indicators so as to capture the most relevant connections; and, finally, a proposal of <br />
impact indicators. <br />
<br />
The first impression drawn from observing the framework of interactions after the <br />
measures were organised into clusters is that everything is related with everything. <br />
However, there is a significant variability and it is pertinent to underline that 12 <br />
interactions represent almost one third of the interactions observed between the <br />
various Areas of Application. These selected interactions therefore permit the <br />
definition of a structure of the “strongest” relations between the Areas of <br />
Application; this structure constitutes the framework of the central impact chains of <br />
the PT (following figure). <br />
<br />
<br />
Figure 2: Diagram of Interactions between the Areas of Application of the PT <br />
<br />
On observing this figure, the main aspect that stands out is the central positioning of <br />
the Conditions of Economic Activity in the determinant impact chains. Indeed, seven <br />
of the twelve selected interactions involve the Conditions of Economic Activity, <br />
making this area like a “turntable” that receives influences from all the other Areas <br />
upstream and then distributes them to the S&T infrastructures, Entrepreneurship <br />
and, above all, Business Capacity. <br />
<br />
According to the authors of the study, in order to fully understand and evaluate the <br />
influence and the impacts of the various Measures, it is necessary to observe how <br />
the PT works in the long term because the main dynamics of business innovation and <br />
change in Portuguese society emerge from these interactions. In other words, it was <br />
<br />
12
necessary to think in terms of the foreseen execution of the PT and of the set of <br />
interactions triggered by it and which, in turn, will create a new economic and social <br />
situation in a ten year frame. The following figure presents the new diagram that <br />
enables the integrated effect of the PT in the long term to be understood. <br />
<br />
<br />
Figure 3: Diagram of interactions in the long term <br />
<br />
The conclusions taken from an in‐depth analysis of this figure are as follows: <br />
<br />
1. There is a dilution of the importance of the Network Society and Financing <br />
System Areas of Application; <br />
2. The role of the interactive triangle emerges very strongly, the three vertices <br />
of which are the Qualification of Human Resources, S&T Infrastructures and <br />
the Conditions of the Economic Activity; <br />
3. The pledge in certain lines of business leads to an added demand for teaching <br />
and vocational training activities which can result in virtuous circles of <br />
boosting competences; <br />
4. In the long term, we will obtain a structuring triangle, the vertices of which <br />
are the same as the Knowledge Triangle, where the “Education” vertex <br />
corresponds to the Qualification of Human Resources, the “Research” vertex <br />
is expressed in the S&T Infrastructure and the “Innovation” vertex is <br />
transmitted in the Conditions of the Economic Activity; <br />
5. Articulation between the three defining Areas of Application of the <br />
Knowledge Triangle and the three pillars of the PT, where the Qualification/ <br />
<br />
13
S&T Infrastructure side can be conceputalised as Knowledge and reflecting <br />
the interactions between these two dimensions, the S&T Infrastructure/ <br />
Economy side can be expressed as Technology and the <br />
Qualification/Economy side can be understood to express the Innovation <br />
dimension. <br />
<br />
This study finished by presenting a list of 32 result indicators (ANNEX) and 9 impact <br />
indicators, some of which come up against significant shifts in time or, in other cases, <br />
the non‐existence of the actual indicator which the authors stress should be <br />
obtained in the near future due to its importance. With regard the impact indicators, <br />
the study indicates that the following should be monitored: <br />
<br />
• Relation between the total amount negotiated in the State’s Electronic <br />
Purchases Programme and the GDP, expressed as a percentage; <br />
• Relation between the amount of transactions made via Electronic Trade and <br />
the GDP, expressed as a percentage <br />
• Earnings of scientific and technological services organisations resulting from <br />
services rendered to companies, expressed as a percentage of turnover <br />
• Proxy: Own earnings of State Laboratories – public budgetary appropriations <br />
for R&D as a % of the total Revenue of the Technological Balance of <br />
Payments, expressed as a percentage of GDP <br />
• Productivity of work, measured using the ratio between the GVA and the <br />
active population <br />
• GVA of High and Medium/High Technology Industries and of knowledge <br />
intensive services as a percentage of GDP <br />
• Export of High and Medium/High Technology products as a percentage of the <br />
total exports of goods <br />
• Export of knowledge intensive services as a percentage of total service <br />
exports <br />
• GVA generated by new technology based and/or knowledge intensive <br />
companies set up in the last three years, as a percentage of GDP <br />
<br />
14
ANNEX –Results Indicators <br />
<br />
<br />
<br />
<br />
<br />
15
RESULTS INDICATORS <br />
(Existing and Proxy Indicators) <br />
NETWORK SOCIETY <br />
<br />
• Broadband penetration rate, fixed and mobile <br />
• Percentage of public services available online <br />
• Percentage of regular Internet users among individuals in the 16 to 74 year <br />
age group <br />
• Percentage of regular employed internet users <br />
• Percentage of individuals in 16 to 74 year age group who use electronic trade <br />
• Companies with broadband internet as percentage of total number of <br />
companies <br />
QUALIFICATION OF HUMAN RESOURCES <br />
<br />
• Level of early school leaving <br />
• Percentage of population between 20 and 24 years old with at least <br />
secondary schooling <br />
• Percentage of higher Education graduates in the 25 to 64 population Proxy: <br />
Population resident in <strong>Portugal</strong> (15‐64 years) with Higher education <br />
• Percentage of students enrolled in Science and Technology Areas in relation <br />
to total students enrolled in Higher Education <br />
• PhDs in Science and Technology per thousand of the population between 25 <br />
and 64 years <br />
• (*) participation in life long training of the 25‐64 year age group <br />
SCIENCE AND TECHNOLOGY INFRASTRUCTURE <br />
<br />
• Scientific production referenced internationally per million inhabitants <br />
• <strong>European</strong> scientific production with Portuguese participation expressed as a <br />
percentage of total <strong>European</strong> scientific production <br />
Proxy: percentage of co‐authored national scientific production <br />
<br />
• (*) Total personnel in R&D (ETI) per thousand of active population <br />
• (*)Researchers (ETI) per thousand of active population <br />
FINANCING SYSTEM <br />
<br />
• Investment in risk capital as a percentage of GDP <br />
• (*) Public expenditure on R&D as a percentage of GDP <br />
• (*) Company expenditure on R&D as a percentage of GDP <br />
CONDITIONS OF THE ECONOMIC ACTIVITY <br />
<br />
16
<br />
• Foreign direct investment in <strong>Portugal</strong> as a percentage of GDP <br />
• (*)EPO patents registered per million inhabitants <br />
• Community brands registered per million inhabitants <br />
• Community designs per million inhabitants <br />
• Weight of renewable energy production in the gross production plus import <br />
balance <br />
ENTREPRENEURSHIP <br />
<br />
• New companies in High and Medium/High technology and/or knowledge <br />
intensive sector as percentage of total company start ups in last three years <br />
Proxy (*) Start up of companies in High and Medium/high technology sectors <br />
as percentage of total company start ups <br />
• Rate of Entrepreneurial activity <br />
BUSINESS CAPACITY <br />
<br />
• Employment in High and Medium/High technology industries in relation to <br />
total employment <br />
• Employment in Knowledge Intensive industries in relation to total <br />
employment <br />
• SMEs that declare they have innovated in products or processes as a <br />
percentage of GDP <br />
Observation (*) indicates that no recent figures i.e. post 2005, are available for the <br />
indicator in question <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
17
| <br />
THE ROLE OF THE NATIONAL STRATEGIC REFERENCE FRAMEWORK <br />
(NSRF) IN THE PORTUGUESE NATIONAL REFORM PROGRAMME (NRP) <br />
<br />
<br />
The definition of the priority areas of this new cycle of the Lisbon Strategy reflects <br />
the strong convergence of its implementation and the NSRF 2007/2013, as the <br />
central financing instrument for a large proportion of the measures included in this <br />
Plan. <br />
<br />
The execution of the Lisbon Strategy (macro, micro and employment components), <br />
notably in this New Cycle <strong>2008</strong>‐<strong>2010</strong>, is coherent with the cohesion policy, ensuring <br />
growth that strengthens social and territorial cohesion through sustainable <br />
development measures, boosting the social dimension, the valorisation of the <br />
development of an intelligent territory (area 6.), respecting diversity, empowering <br />
endogenous resources and contributing to the availability of infrastructures that <br />
generate well being and development, namely from the perspective of concluding or <br />
improving the national infrastructure networks in various fields and the link to <br />
strategic <strong>European</strong> and/or transnational networks e.g. <strong>European</strong> transport networks. <br />
<br />
Indeed, the structural funds and the cohesion fund have provided an important lever <br />
for the pursuit of the Lisbon Agenda both in the last cycle and in this New Cycle, in <br />
particular in the convergence regions (North, Centre, and Alentejo, Azores) thanks to <br />
the greater dimension of these funds in the respective development, but also in the <br />
competitiveness and employment regions (Lisbon, Madeira, Algarve) where the <br />
Lisbon Agenda encounters fertile terrain even though the size of the funding is <br />
significantly smaller. <br />
<br />
But it is noted that the PNR contains a set of objectives, measures and actions of a <br />
legislative and regulatory nature in various fields, as well as incentives and support <br />
measures targeting private agents or their surroundings. With regard the NSRF, <br />
therefore, it is a Plan that comes to the aid of a wide range of instruments and <br />
intervention typologies. <br />
<br />
It is also noted that the time reference frameworks of PNR and of NSRF, <strong>2008</strong>/<strong>2010</strong> <br />
and 2007/2013 respectively, do not totally coincide. However, throughout the next <br />
cycle there will be a key influence between the two processes which requires careful <br />
articulation between the respective coordination structures, foreseen in the <br />
governance model of the NSRF, namely by means of the participation of the NSRF <br />
Observatory in the production of annual reports on the implementation of the PNE <br />
and also the appraisal of these reports in the framework of the Ministerial <br />
Coordination Committee, as well as in the monitoring model of the PNR, with the <br />
participation of the NSRF Observatory in the respective focal points. <br />
<br />
The following figure illustrates the coherent and consistent association between the <br />
priority areas of the New Cycle of the PNR and the strategic priorities of the NSRF, <br />
<br />
18
which determine the definition of the three thematic operational agendas of the <br />
NSRF – Human Potential, the Economy’s Competitiveness Factors and the <br />
Valorisation of the Territory – and then the conception of the Operational <br />
Programmes (OP) with each one of them articulating more directly or intensely with <br />
some of the agendas and strategic priorities of the NSRF. <br />
<br />
In this context, the Thematic OPs ‐ Human Potential, the Economy’s Competitiveness <br />
Factors and the Valorisation of the Territory – were clearly oriented in line with <br />
these three agendas and the strategic priorities of the NSRF most intensely <br />
associated to them ‐ qualification of the Portuguese and social cohesion in the first <br />
case, sustained growth and efficiency of governance in the second and the <br />
qualification of cities and territories in the last case. The Regional OPs of the <br />
Continent are essentially related to the strategic priorities linked to the <br />
Competitiveness Factors Agenda and the Valorisation of the Territory Agenda and <br />
more tenuously linked with the Human Potential Agenda, in this case particularly <br />
from the perspective of fostering social cohesion; the boundaries between the <br />
intervention of these Regional POs and the Thematic POs that clearly respond to <br />
each of these agendas are well defined. <br />
<br />
In short, the PO is well articulated with the priority areas of the PNR <strong>2008</strong>‐<strong>2010</strong> in <br />
line with the respective intensity of the relation of each of these areas with the <br />
strategic priorities of the NSRF to which these Programmes respond. <br />
<br />
<br />
<br />
19
<br />
<br />
<br />
In this context, in accordance with article 9 of the regulation that lays down the <br />
general rules governing the ERDF, the ESF and the Cohesion Fund for the 2007‐2013 <br />
period, the agenda defined for the Lisbon Strategy must be pursued by complying <br />
with the minimum targets of fixed expenses (earmarking): 60% of the Operational <br />
Programmes framed in the Convergence Objective (including the one related to the <br />
Transitory/Phasing Out System) and 75% of the set of Operational Programmes <br />
framed in the Regional Competitiveness and Employment Objective (including the <br />
one related to the Transitory/Phasing in System). In the NSRF, the indicative target <br />
foreseen for the period it is in force exceeds these minimums imposed by the <br />
community regulation for earmarking – 83% in the convergence regions and 81% in <br />
the competitiveness and employment objective regions – and the data acquired on <br />
the foreseen investments in the applications approved up to August this year <br />
indicates that these targets will be exceeded (see chapter III). <br />
<br />
As the NSRF assumes a key role in the funding of public policies within the PNR <strong>2008</strong>‐<br />
<strong>2010</strong>, it is also obviously vital that the respective aid from the structural funds and <br />
the cohesion fund is concentrated in the actions and investments that produce the <br />
results and impacts sought after through implementing the Lisbon Strategy in <br />
Portuguese society. To this end, the NSRF pledges in concentrating interventions and <br />
<br />
<br />
20
esources in a limited range of Operational Programmes, in the increased selectivity <br />
and focalisation of these investments, in more intensive strategic and operational <br />
management and monitoring and in the ongoing evaluation of the respective <br />
implementation that ensures the efficient and effective pursuit of the defined <br />
priorities and targets and in the coherent articulation of the various conception, <br />
programming and financing instruments (including EFARD and FEF) and/or the <br />
execution of public policies, form the key guiding principles for its implementation <br />
and they are therefore extremely relevant in boosting the capacity of this new cycle <br />
of the Lisbon Strategy to produce results. <br />
<br />
21
| <br />
THE RURAL DEVELOPMENT AND FISHERIES PROGRAMMES AND THE <br />
PORTUGUESE NATIONAL REFORM PROGRAMME (NRP) <br />
<br />
<br />
THE RURAL DEVELOPMENT PROGRAMME AND THE NRP <strong>2008</strong>‐<strong>2010</strong> <br />
<br />
Articulation between the operational <strong>programme</strong>s of the NSRF (ERDF) and PRODER <br />
(EAFRD) has been assured with the definition of the respective fields of intervention <br />
and the fixing of the model to monitor their execution. <br />
<br />
<br />
The key objective of the EU rural development policy is to find solutions for the <br />
specific challenges facing rural areas and to fully develop the potential of these <br />
regions. The measures taken in this area therefore contribute to meeting the goals <br />
defined by the PNR <strong>2008</strong>‐<strong>2010</strong> which are equally important to both rural and urban <br />
areas. <br />
<br />
<br />
The strategic objectives of the <strong>National</strong> Strategic Rural Development Plan are to: <br />
1. Increase the competitiveness of the agricultural and forestry sector, developing <br />
knowledge and improving human potential, fostering innovation, restructuring <br />
and developing physical potential and improving the quality of agricultural <br />
production and products; <br />
2. Promote the Sustainability of Rural Spaces and Natural Resources, protecting <br />
environmental values and landscapes in agricultural and forestry areas of the <br />
Nature Network 2000 and others, protecting water resources and the soil, <br />
contributing to reducing climate change for the continued and sustained use of <br />
agricultural land in disadvantaged areas; <br />
3. Revitalise rural areas economically and socially, diversifying the rural economy, <br />
improving the quality of life in rural areas and developing competences in rural <br />
areas. <br />
<br />
The Plan’s objectives that are transversal to other <strong>programme</strong>s and national <br />
strategy plans are to: <br />
1. Boost social and territorial cohesion, intervening in rural areas, fostering the <br />
appropriate use of endogenous resources and stimulating the existing dynamics; <br />
2. Promote the effectiveness of the intervention of public and private agents and <br />
of associations in the sectorial and territorial management, encouraging a new <br />
operational philosophy and simplified models of action that lead to more <br />
effective intervention by entities and agents working in the field of rural <br />
development. <br />
<br />
The priorities of the <strong>National</strong> Strategic Rural Development Plan (2007‐2013) <br />
described above are coherent with the six priority areas of the PNR – New Cycle <br />
<br />
22
<strong>2008</strong>‐<strong>2010</strong>, despite the fact the time reference frameworks are different, as we can <br />
see bellow: <br />
<br />
<br />
<br />
<br />
<br />
THE NATIONAL PLAN FOR FISHERIES AND THE NRP <strong>2008</strong>‐<strong>2010</strong> <br />
<br />
The strategy defined to the fishery sector is articulated with the Portuguese <strong>National</strong> <br />
Reform Programme <strong>2008</strong>‐<strong>2010</strong>, and is orientated by principles that links economic <br />
growth, employment and social cohesion, the natural heritage and environment <br />
preservation. <br />
<br />
At the same time, projects under the Lisbon Strategy (NRP) are promoted and <br />
encouraged, assuring the sustainability of this area to the future generations. <br />
<br />
<br />
<br />
<br />
23
<br />
<br />
<br />
24
New Measures of the <strong>National</strong> Reform Programme /<br />
New Cycle <strong>2008</strong>-<strong>2010</strong>
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Quality of public finances and the modernisation of Public Administration<br />
QUALITY OF PUBLIC FINANCES<br />
Specification of<br />
public company<br />
indebtedness limits<br />
During each financial year, maximum limits will be established for public company debt, taking into account<br />
investment plan proposals, and the actual debt and financing capability with a view to improved accuracy in<br />
financial management, particularly with respect to optimising investment and financing decisions.<br />
In progress with<br />
some companies<br />
Optimisation of investment/financing<br />
decisions and debt control<br />
Launch of<br />
restructuring<br />
<strong>programme</strong>s for<br />
transportation<br />
companies<br />
With a view to restructuring finances for transportation sector public companies in the medium to long term,<br />
opportunities to improve internal efficiency will be identified in relation to the State (particularly with respect<br />
to public service contracting) and in management of current debt, opportunities which will be converted into<br />
management contracts to be signed between the State as shareholder and the respective administrations.<br />
In preparation,<br />
having been<br />
initiated by means<br />
of a REFER study<br />
Establishment of management contracts<br />
based on internal efficiency plans,<br />
public service contracts based on the<br />
study about the relationship with the<br />
State.<br />
“Timely Payment”<br />
Programme<br />
Programme seeking a structural reduction in the payment periods to suppliers by public entities. Including<br />
measures such as monitoring and publication of average payment periods to suppliers; the establishment of<br />
objectives for payment periods to suppliers and the creation of incentives associated with the degree of<br />
compliance with the objectives; implementation of improved operations for speeding up payment processes to<br />
suppliers; the creation of debt replacement mechanisms for suppliers of medium and long term financial<br />
loans, in the specific case of autonomous regions and municipalities.<br />
In progress (comes<br />
into force in<br />
February <strong>2008</strong>)<br />
Programme targeting a structural<br />
reduction in payment periods for<br />
suppliers to public entities.<br />
Publication of the List of<br />
State Creditors, an<br />
MFAP responsibility, is<br />
linked to this measure.<br />
2
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Use of information as<br />
a lever to combat<br />
fraud and fiscal and<br />
tax evasion<br />
An integrated information system will be implemented within the Tax Department to support tax inspection<br />
functions, from planning and control, through execution of procedures to increase the efficiency of tax<br />
inspections, directed to control risk factors and facilitate detection of fraud through the use of computer<br />
programs.<br />
In preparation<br />
Development of the<br />
Programmes Budget<br />
As part of the work of the Budgeting Committee for Programmes and the OECD Budget Review, the<br />
principles of multi-annual review and results evaluation, and the development of new budgeting <strong>programme</strong>s<br />
will be incorporated into the budgeting process, giving rise to three pilot <strong>programme</strong>s (in the areas of<br />
Cooperation, Continuous Health Care and Social Action in Higher Education) that the Government will<br />
present in the State Budget Report for 2009. The commitment to a management by objectives model will<br />
benefit the budget planning and control capability, providing the basis for monitoring and evaluating service<br />
and budget <strong>programme</strong> performance.<br />
In preparation<br />
Restructuring<br />
financial<br />
management<br />
processes in the<br />
public sector<br />
Taking into account the best practices in this domain, the redefinition of financial processes and systems must<br />
be founded on three fundamental principles: definition of a multi-annual framework for expenses, process<br />
transparency and management autonomy, and the acceptance of responsibility for results.<br />
In preparation<br />
Increasing transparency (compilation of<br />
existing legislation and process<br />
simplification); Increased flexibility<br />
and responsibility in budgeting<br />
<strong>programme</strong> management.<br />
Reinforcement of public account<br />
controls at the macro level.<br />
Introduction of<br />
economic and<br />
analytical<br />
accountability, based<br />
on RIGORE<br />
software, in<br />
integrated services<br />
With a view to increasing control over expenses, the development of support information for management<br />
decision making and strengthening clarity and transparency in the management of public money and the<br />
financial relationships with the State, introducing the provision of accounts using POCP is established as a<br />
target, based on RIGORE software, for 50 integrated services forming part of State Self-Administration by<br />
<strong>2010</strong>.<br />
In preparation<br />
3
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Shared Service<br />
implementation in<br />
the domain of<br />
accounting and<br />
financial<br />
management and<br />
human resources<br />
In respect to the shared service system within the domain of accounting and financial management, a target to<br />
implement it in 50 State organisations by <strong>2010</strong> has been established. With regard to human resources<br />
management, a target has been set to process the salaries of 60 thousand staff by means of shared services.<br />
In progress<br />
It is planned that by <strong>2010</strong> over 50<br />
Central Administration organisations<br />
will be using POCP and that the<br />
salaries of 60 thousand employees will<br />
be managed using Shared Services.<br />
Consolidation of the<br />
<strong>National</strong> Public<br />
Procurement System<br />
and the New<br />
Management Model<br />
for the State Vehicle<br />
Fleet<br />
Within the domain of the <strong>National</strong> System for Public Procurement, a target has been set to obtain savings of<br />
10 to 15% of relevant costs (150 million Euros during 2009-<strong>2010</strong> period).<br />
Within the domain of the State’s Vehicle Fleet, a target has been set to obtain savings of 40 million Euros in<br />
the 2009-<strong>2010</strong> period.<br />
In progress<br />
Progressive<br />
implementation of<br />
the principle of<br />
onerosity in the use<br />
of property<br />
The evaluation of Public Administration performance will be consolidated, as well as planning capabilities<br />
and human resource mobility. Finally, during the new cycle, there will be a commitment to increase<br />
qualifications and vocational training for employees in public functions<br />
In preparation<br />
Improving building occupation ratios,<br />
increased service mobility,<br />
identification of buildings to be<br />
included for streamlining, encouraging<br />
conservation and restoration.<br />
Increase of<br />
qualifications and<br />
training<br />
The strengthening of qualifications of managers and staff will be driven by the prospective evaluation and<br />
preparation of skill directories and the development of appropriate coaching <strong>programme</strong>s, the coaching of<br />
managers and senior staff groups, implementation of mobility policies through development of professional<br />
retraining <strong>programme</strong>s, development of e-learning and work groups, decentralisation of training, by means of<br />
partnerships between INA and local institutions, and alignment with the New Opportunities Initiative.<br />
In progress<br />
4
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
State Vehicle Fleet<br />
Integrated and centralised management of the State Government Fleet, in order to eliminate redundant<br />
expenses and waste resulting from ad-hoc management of a fleet of approximately 29,000 vehicles, which is<br />
diverse, heterogeneous and aging (average age 11 years)<br />
In progress (the<br />
new legal<br />
framework for the<br />
Government<br />
Vehicle Fleet was<br />
published in Aug<br />
08)<br />
Renewing the Fleet in 4 years (at a rate<br />
of 25% a year), paying attention to<br />
ecological and environmental criteria.<br />
Cost economies of the order of €40<br />
million (2009-<strong>2010</strong>)<br />
In progress for<br />
implementation of the<br />
new PVE management<br />
model<br />
Simplification and Improvement of Support for Citizens and Companies<br />
As part of the approval by the <strong>European</strong> Council in March 2007 for the Action Programme for the Reduction<br />
of Administrative Charges in the <strong>European</strong> Union, in <strong>2008</strong> the government approved a <strong>National</strong> Commitment<br />
to Reduce Administrative Charges for Companies, seeking to replicate, in the national plan, the objective<br />
defined by the EU. In 2009, it will progress the evaluation process to reduce administrative charges for<br />
companies by the application of simplification measures already implemented.<br />
<strong>2010</strong> Target: Evaluation of 50<br />
company/AP interaction processes<br />
2012 Target: 25% reduction of the<br />
EAs in the mapped processes<br />
Reduction<br />
company charges<br />
of<br />
In progress<br />
The first Municipal Simplex Programme launched in <strong>2008</strong> will be evaluated in 2009, and broadened to<br />
incorporate more municipalities, including new simplification measures which do not necessitate<br />
collaboration between municipalities or between municipalities and central administration.<br />
<strong>2010</strong> Target: Involvement of a total of<br />
50 municipalities<br />
Municipal Simplex.<br />
In progress<br />
Second generation<br />
citizen shops and<br />
One Stop Shops<br />
As part of public services modernisation, the investment in improved quality and proximity of services to<br />
their users will be continued, specifically by an increase in the range of public services made available as part<br />
of the one-stop-shop system (through both physical and web channels) and by means of an expansion<br />
<strong>programme</strong> for the Second Generation Citizen Shops.<br />
In progress<br />
<strong>2010</strong> Target: 40 new 2G Shops<br />
<strong>2010</strong> Target To implement the multiservices<br />
Desk, 60 transactional services<br />
with a total of 10 entities<br />
<strong>2010</strong> Target: To rationalise the public<br />
service distribution model,<br />
geographically and financially, .<br />
Multi-channel<br />
support for<br />
companies<br />
Development of the same multi-channel support strategy will be continued for companies. Specific support<br />
for companies will also comprise the voice channel and in particular, continuous improvement of the web<br />
channel (Company Website).<br />
In progress<br />
5
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
This catalogue which includes licences, authorisations and administrative arrangements, and provides access<br />
to relevant information in each case, specifically, applicable legislation and the relevant authority and<br />
contacts, will be improved with the objective of including all licences and authorisations existing in<br />
Portuguese legal system, and it will be necessary to collect information to complete the catalogue.<br />
Development of a one-stop shop as part of the Services Directive – introduced into the licence catalogue –<br />
with electronic procedures which provide remote electronic access to the authorisation procedures necessary<br />
for implementing activities in <strong>Portugal</strong>. The services to be tested include the setting up of companies,<br />
applications to higher education and changes of address.<br />
<strong>2010</strong> Target: Assignment of 80% of<br />
existing licences to the catalogue<br />
<strong>2010</strong> Target: Increase in the<br />
availability of transactional services<br />
On-line licence<br />
catalogue<br />
In progress<br />
The Senior Citizen Desk will be an integrated desk which will provide all services and information related to<br />
retirement, free time, health and other issues of importance to elderly citizens such as transportation, social<br />
support, leisure and services, such as making appointments for ambulances to transport patients, scheduling<br />
and requesting home support, municipal services for seniors (payments, activity scheduling), public services<br />
of general interest (telephone, electricity); an overriding consideration is that the service must also be<br />
provided in accordance with the logic of providing close proximity services, i.e. in addition to the Citizen<br />
Shops, locations close to community centres, next to local councils or even railway stations, are places where<br />
this new service could be sited.<br />
Senior Desk<br />
In preparation<br />
6
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Integrated services provision project based on the promotion of communications between organisations and<br />
departments. The certificates to be eliminated will be identified during <strong>2008</strong>, and implementation of a<br />
certificates catalogue is also planned (e.g. procedures, legal information, costs and contracts). This crossboundary<br />
project will link together central and local administrations, bringing together in the first phase,<br />
almost all organisations from seven ministries and six municipal councils.<br />
<strong>2010</strong> Target: Elimination and<br />
simplification of various existing<br />
certificates<br />
Elimination of<br />
certificates for public<br />
services<br />
In progress<br />
Expansion of the<br />
Citizen Card<br />
Health<br />
e-agenda<br />
In support of and following on from these and other dematerialisation initiatives concerning relationships<br />
with public administration services, utilising strong authentication, continuing the expansion of the “Citizen<br />
Card” project to all residents in <strong>Portugal</strong> and abroad is planned.<br />
Development of an electronic platform for <strong>National</strong> Health Service appointments.<br />
In progress<br />
In progress –<br />
launching of the 1st<br />
phase on<br />
15/08/<strong>2008</strong><br />
<strong>2010</strong> Target: To achieve a total of<br />
1,000,000 cards issued<br />
Results/Impacts: a) Reduction of<br />
absenteeism at consultations; b)<br />
Integrated consultation record c)<br />
reduction of waiting times d) Central<br />
monitoring of perceived quality<br />
7
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Transparency<br />
Website<br />
Creation of a website where citizen can select any information about NHS services.<br />
In progress –<br />
Transparency<br />
website pilot<br />
launched in<br />
07/<strong>2008</strong>. Final<br />
version launched by<br />
Dec <strong>2008</strong><br />
Results/Impacts a) To publically<br />
provide information to the population<br />
about NHS hospital performance; b) To<br />
generate public confidence about NHS<br />
hospitals c) To reduce the information<br />
asymmetry between the Administration<br />
and citizens: d) To stimulate<br />
appropriate use of health services<br />
through better management of the<br />
individual expectations of patients<br />
about the results of the care provided<br />
(pedagogy); e) To compare the<br />
performance of suppliers (to identify<br />
best practices); f) To disseminate and<br />
contribute to the implementation of the<br />
rights established in the “Charter of the<br />
right of access to health care for<br />
<strong>National</strong> Health Service users”.<br />
Medical<br />
prescriptions for<br />
sufferers of chronic<br />
illnesses<br />
Development of an electronic platform for prescription requests for sufferers of chronic or long duration<br />
illnesses on the NHS, saving patients the need to attend Health Centres.<br />
In development to<br />
be launched with<br />
the 2nd phase of the<br />
e-Agenda<br />
Results/Impacts a) Speeding up the<br />
process for renewing prescription by<br />
the chronically ill; b) Convenience and<br />
ease of applications by citizens; c)<br />
Central monitoring of perceived quality<br />
Development of<br />
Shared Services in<br />
Health<br />
Development of a shared services platform for health institutions in <strong>Portugal</strong>, prioritising the areas of<br />
Accounting, Financial Management, Human Resources Management and Procurement and Logistics,<br />
specifying a strategy of improving system efficiency.<br />
In progress<br />
To generate savings of 95 million Euro<br />
at the level of NHS institutions, as a<br />
consequence of the respective<br />
membership of the Shared Services<br />
Platform through SUCH<br />
8
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Support for<br />
development<br />
experiences and<br />
creation of an<br />
“Electronic Clinic<br />
Process”<br />
Support for the creation of ECP in NHS institutions.<br />
In progress<br />
Results/Impacts a) Greater efficiency<br />
and effectiveness of clinical<br />
intervention; b) Sharing of information<br />
amongst professionals; c) Overall view<br />
of the user by the Health System.<br />
Technological Plan for Education<br />
School<br />
Project<br />
Simplex<br />
To develop an integrated electronic platform to support school management. The objective is to increase the<br />
efficiency of management and communication between educational community agents and to improve access<br />
to school information.<br />
In preparation<br />
School Card<br />
To increase usage of electronic student cards within the educational community, to increase teaching<br />
management efficiency and safety in schools. This project includes plans for functionality such as access<br />
control, attendance records, process query and electronic purses with charging outside school, facilitating a<br />
real reduction in the need for cash.<br />
In preparation<br />
Escol@segura<br />
To equip all schools with an alarm system and video surveillance, with a view to increasing equipment<br />
security, discouraging break-ins, thefts and robberies of schools. The electronic alarm and video surveillance<br />
systems will protect the safety of investments in schools, whilst simultaneously ensuring that the privacy of<br />
members of the education community is guaranteed.<br />
In preparation<br />
Ministry of<br />
Education<br />
Institutional Website<br />
To develop a privileged communication channel between citizens and the Ministry of Education (ME),<br />
providing information relevant to the national and international education sectors and concentrating on the<br />
institutional contents of ME services, combating diffusion, overlaps, redundancy and gaps in content.<br />
In preparation<br />
Justice Technology Plan (the Ministry of Justice as part of its sector <strong>programme</strong>s for modernisation with increasing use of IT will introduce significant changes in three domains: Land Registry, Civil Registry and<br />
Judicial Process Dematerialisation .<br />
9
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Online Land<br />
Registry<br />
To encourage most Land Registry interactions to be implemented electronically.<br />
To provide an online certificate from the Land Registry, very similar to the "online permanent certificate”<br />
from the Companies Registration Office.<br />
“Special Registry Operations” desk<br />
In preparation<br />
From 1 January 2009 it will be possible<br />
to electronically implement most Land<br />
Registry acts. In addition, via the<br />
www.predialonline.mj.pt, website,<br />
chambers of commerce and industry,<br />
notaries and solicitors will be able to<br />
submit applications to the registry, pay<br />
fees and overcome weaknesses in the<br />
registration process.<br />
In addition, an online certificate will be<br />
made available by the Land Registry,<br />
very similar to the "online Permanent<br />
Certificate" from the Companies<br />
Registration Office. From 1 January<br />
2009, anyone may access information<br />
at the Land Registry via the Internet<br />
which will be permanently updated and<br />
will have certificate value, through the<br />
website www.predialonline.mj.pt. This<br />
electronic certificate is also accessible<br />
using only one code, which may be sent<br />
to any public or private entity by the<br />
interested party, so dispensing with the<br />
need to send a paper certificate.<br />
During the first quarter of 2009, the<br />
“Registry Special Operations" desk will<br />
start functioning. This desk consists of<br />
special and personalised support for<br />
those users who require it due to the<br />
volume and complexity of the registry<br />
applications and property operations<br />
which they need to implement.<br />
New online acts via<br />
the Civil Registry<br />
Enabling the on-line implementation of Civil Registry services<br />
In preparation<br />
By the end of <strong>2008</strong>, it will be possible<br />
to implement the first Civil Registry<br />
online services, and by 2009 it will be<br />
broadened to enable civil registration<br />
acts for more situations.<br />
10
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
CITIUS and the<br />
dematerialisation of<br />
judicial processes<br />
Dematerialisation of judicial processes<br />
In progress<br />
In <strong>2008</strong> several incentives were<br />
developed to encourage representatives<br />
(lawyers and solicitors) to carry out<br />
transactions electronically. Also, since<br />
1 September <strong>2008</strong> there has been a<br />
reduction of 25 to 50% in the<br />
procedural costs paid by parties whose<br />
representatives use the CITIUS system<br />
to deliver procedural documents. Use<br />
of these electronic means to deliver<br />
procedural documents via CITIUS –<br />
Document Delivery and CITIUS –<br />
Injunctions, which dispense with the<br />
need to send paper copies, have been<br />
very significant and the increase in<br />
advising and training these<br />
professionals will continue in 2009. For<br />
example, the percentage of injunctions<br />
served through CITIUS–Injunctions is<br />
95%, and the percentage of procedural<br />
documents and documents delivered<br />
via CITIUS-Documents Delivery is<br />
10%.<br />
Also, during <strong>2008</strong> the following<br />
initiatives will be implemented as part<br />
of the CITIUS project for<br />
dematerialisation of judicial processes,<br />
i) new ways of implementing electronic<br />
attachments as part of an enforcement<br />
procedure/legal debt collection , ii) new<br />
Internet websites to facilitate access to<br />
information about courts and<br />
alternative means of resolving<br />
litigation, iii) Expansion of the<br />
computing work tool for public<br />
prosecutors CITIUS-MP (penal) to all<br />
DIAPs, iv) new electronic searches and<br />
queries via CITIUS to facilitate<br />
criminal investigations, v) new<br />
electronic links to bodies which<br />
collaborate in criminal investigations,<br />
and, vi) between <strong>2008</strong> and 2009, new<br />
wireless-links in courts to facilitate<br />
11
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
easier access and use of CITIUS<br />
applications.<br />
From 5 January 2009 it will be<br />
obligatory for public prosecutors and<br />
the Public Prosecutors Office to<br />
implement procedural acts in processes<br />
of a civil nature exclusively using the<br />
CITIUS application. This measure will<br />
make it unnecessary to print thousands<br />
of documents without relevance to the<br />
judgement, and it will significantly<br />
reduce the circulation of paper<br />
documents in the courts.<br />
Also during 2009 new electronic forms<br />
of communication between lawyers,<br />
courts and some public entities will be<br />
made available, and new computer<br />
application functionality provided in<br />
court which, as part of enforcement<br />
procedures, will facilitate and simplify<br />
the procedural flow of these types of<br />
processes, particularly in relation to the<br />
reduction of payment periods. Also<br />
during 2009 a public list of executions<br />
frustrated by the non-existence of<br />
pledged goods will be provided on the<br />
Internet in order to avoid legal actions<br />
with poor probability of success and the<br />
development or specific fulfilment of<br />
contracts.<br />
12
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
CITIUS– Injunctions<br />
CITIUS–Injunctions is a tool which<br />
enables the delivery, or payment and<br />
transfer, completely electronically of<br />
the Injunction procedure [1], available<br />
from 5 March <strong>2008</strong>.<br />
The “dematerialisation of injunctions”<br />
has enabled:<br />
a) the delivery of injunctions<br />
electronically, via the Internet, at<br />
http://citius.tribunaisnet.mj.pt, in<br />
electronic form or computer file;<br />
CITIUS - Injunctions<br />
Tools enabling the delivery, payment and transfer in a completely electronic form of Injunction procedures<br />
[1]<br />
In progress<br />
b) electronic payment of injunction<br />
fees, at cash machine or via home<br />
banking;<br />
c) electronic transfer of injunctions<br />
through the <strong>National</strong> Injunctions desk;<br />
d) electronic delivery of injunctions to<br />
the court in case of opposition;<br />
e) delivery of advice by e-mail in<br />
support of the procedure as required by<br />
injunctions;<br />
f) formation of an electronic<br />
enforcement order based on the<br />
injunction, which enables the<br />
presentation of an enforcement action<br />
based on this electronic title.<br />
The completely dematerialised<br />
injunction procedure is simpler because<br />
it enables electronic delivery and<br />
payment of injunctions, without any<br />
travelling. It also makes unnecessary:<br />
combining paper injunctions with<br />
enforcement requirements; and<br />
delivering paper-based certificates for<br />
VAT recovery.<br />
It is quicker because the automated<br />
[1] An injunction is a<br />
.judgement which<br />
enables a creditor to<br />
collect a debt, in a speedy<br />
and simplified manner,<br />
by means of an<br />
enforcement order,<br />
without the need to take<br />
declaratory action in<br />
court. The enforcement<br />
order is an essential<br />
document for the legal<br />
collection of the debt<br />
through the courts, by<br />
means of an enforcement<br />
procedure which makes<br />
the respective attachment<br />
visible.<br />
13
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
procedures enable speedier transfer<br />
(electronic change order, electronic<br />
delivery for printing and enveloping,<br />
etc)<br />
It is cheaper because the legal fee for<br />
electronic delivery of injunctions is<br />
discounted by 50%.<br />
The dematerialisation of the procedure<br />
and electronic communication with the<br />
user dispenses with hundreds of<br />
thousands of journeys by judicial<br />
secretaries and the associated costs.<br />
From 5 March 2000 over 219,000<br />
injunctions have already been received<br />
electronically via CITIUS, representing<br />
over 95% of the injunctions received.<br />
IMPROVEMENT OF LEGAL PROCEDURES<br />
14
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Programme for<br />
improved legislation<br />
(conclusion and<br />
consolidation of<br />
planned measures)<br />
• Interoperability between DIGESTO legal databases (system for processing and analysing legal information)<br />
and the databases for processing legal information belonging to the State.<br />
• specification of a technological model for electronic reconstitution (substantial consolidation) of legal texts.<br />
• Implementation and consolidation of free search procedures to be developed with the community, skills to<br />
encourage the effective participation of citizens and companies.<br />
• Development of a practical guide for the preparation of standard government documents.<br />
In progress<br />
Evaluation of the<br />
impact of<br />
Government<br />
Standard Acts<br />
• review of the SIMPLEX test model making use of prior evaluation of the administrative costs of all the<br />
diplomas subject to the approval of the Council of Ministers, adjusting them to the “standard cost model”<br />
methodology.<br />
• launching a practical guide for prior evaluation of administrative costs of Standards Acts from the<br />
Government, to be used by the Ministries responsible for the preparation of legal initiatives.<br />
• preparation and presentation of an annual report by the government containing the results of the evaluation<br />
of the impact of Standard Acts using the new SIMPLEX test model.<br />
• adoption of a national commitment to reduce administrative charges by 25% imposed by legal rules and<br />
national regulations covering company life-cycle events. In progress<br />
Transposition of<br />
community directives<br />
to the internal legal<br />
framework<br />
• monitoring by the Presidency of the Council of Ministers and by the Ministry of Foreign Affairs of the<br />
timely transposition of directives, by means of the automatic electronic alerts systems for monthly updating<br />
of procedures for transposition, and implementation of routine inter-ministerial meetings.<br />
• combating “gold plating” (creation of administrative charges through national legislation in addition to those<br />
established by community directives) and “double-banking” (reconciling the directives to be transferred with<br />
existing national legislation on the subject).<br />
• control of the transposition procedure for simplified <strong>European</strong> legislation within the framework of the<br />
2005/2009 simplification <strong>programme</strong>, the accelerated actions (“fast tracks”) initiated in 2007, and the Action<br />
Programme for the Reduction of Administrative Charges within the <strong>European</strong> Union. In progress<br />
15
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Favourable business environment, particularly for SMEs<br />
Stimulation of structural investment<br />
Support Programme<br />
for Projects of<br />
Potential <strong>National</strong><br />
Interest with<br />
Strategic Importance<br />
(PIN+)<br />
This <strong>programme</strong> consists of an Identification and Follow-Up System for Projects of Potential <strong>National</strong><br />
Interest with Strategic Importance (PIN+), the classification mechanism for which was instituted by Decree-<br />
Law 285/07 of 17 August. Once this classification is obtained, the government, in strict cooperation with the<br />
relevant territorial municipalities, is committed to ensuring quick transfer of the authorisation procedures.<br />
In progress<br />
This objective was developed to speed<br />
up procedures and urgent resolution of<br />
relevant costs incurred for the process<br />
of obtaining the necessary licenses to<br />
implement investments. By <strong>2010</strong>, all<br />
investment projects which obtain the<br />
PIN+ statute will be monitored to<br />
ensure that the overall timescale for<br />
decisions is as short as possible.<br />
Customer/supplier's<br />
<strong>programme</strong><br />
Internationalisation<br />
The implementation of actions with a view to improving the positioning of Portuguese companies with<br />
suppliers of raw materials, intermediate products, components, services or other solutions by multinational<br />
companies located in <strong>Portugal</strong>.<br />
In progress<br />
This measure is expected to contribute<br />
to the improvement of commercial<br />
trade, resulting in a reduction in<br />
imports, as a consequence of national<br />
provision. The objective is to have 100<br />
companies in this <strong>programme</strong> at the end<br />
of this year, increasing to 150 in 2009<br />
and 175 in <strong>2010</strong>.<br />
Exporters<br />
Programme<br />
Club<br />
This Programme involves the development of an Exporters Club, providing close and preferential contact<br />
with Aicep customers.<br />
In preparation<br />
By creating the Exporters Club the<br />
relationship between companies and the<br />
agency will be closer and more<br />
effective, also creating conditions to<br />
increase the process of<br />
internationalisation of our customers.<br />
The objectives are 50 companies in<br />
<strong>2008</strong>, 100 in 2009 and 150 in <strong>2010</strong>.<br />
16
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Business<br />
empowerment<br />
The objective of this <strong>programme</strong> is to stimulate business empowerment actions and consists of a training<br />
<strong>programme</strong> on how to approach international markets, with the objective of overcoming SME weaknesses in<br />
trade and international business management.<br />
In progress<br />
To transfer practical and strategic<br />
information to companies, about ways<br />
of entering and operating in overseas<br />
markets, facilitating international<br />
business success. Targets are SMEs<br />
with their own products and services,<br />
which are seeking to initiate<br />
international strategies, market<br />
diversification or sales consolidation in<br />
international markets. The objectives<br />
are to implement 40 actions in <strong>2008</strong>, 42<br />
in 2009 and 45 in <strong>2010</strong>, and it is also<br />
expected that the number of companies<br />
involved in these initiatives will grow<br />
to 800 in the current year, 1050 in 2009<br />
and 1350 in <strong>2010</strong>.<br />
Market<br />
<strong>Portugal</strong><br />
Place<br />
Creation of a technological platform for showcasing Portuguese bids from SMEs with the objective of<br />
providing them with improved visibility and to provide a support tool for implementing commercial<br />
operations in international markets.<br />
In preparation<br />
Technological platform for SMEs with<br />
the objective of increasing their degree<br />
of recognition and facilitating business<br />
activities with international customers.<br />
The objectives for the coming years are<br />
250 companies in <strong>2008</strong>, 400 in 2009<br />
and 550 in <strong>2010</strong>.<br />
InoVasco da Gama<br />
This <strong>programme</strong> aims to provide overseas training sessions, targeted at young businessmen and technical staff<br />
from Portuguese companies who are taking part in or who are seeking to finalise an internationalisation<br />
strategy for their company, or for a company with which they are connected.<br />
In preparation<br />
Annual implementation of 150 training<br />
periods<br />
Pre-subscription to the<br />
<strong>programme</strong> was started in<br />
February <strong>2008</strong>, by<br />
completion of an online<br />
application form on the<br />
www.networkcontacto.co<br />
m website.<br />
International<br />
resources network<br />
The objective of this measure is to develop and encourage an International Network which brings together<br />
Portuguese scattered around the world with a view to increasing the internationalisation of the Portuguese<br />
economy as well as increasing the reputation of <strong>Portugal</strong>, so contributing to an improved perception of our<br />
country overseas.<br />
Programme INOFIN – To facilitate access to financing for entrepreneurs and SMEs<br />
In preparation<br />
The International Resource Network<br />
should have around 1,000 users in<br />
<strong>2008</strong>, 1,500 in 2009 and 2,000 in <strong>2010</strong>.<br />
17
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Programme<br />
FINICIA<br />
This <strong>programme</strong> aims to provide specialised financial instruments in support of company formation, such as:<br />
- Pre-seed Capital solutions targeted at concept testing phases<br />
- Seed Capital Solutions targeted at the formation of knowledge-based companies;<br />
- Venture Capital and Mutual Guarantee Capital Solutions directed at the initial growth stage of start-ups;<br />
- Venture Micro Capital and Microcredit subject Solutions, directed at young female entrepreneurs, social,<br />
with regional focus, associated with new clusterisation processes.<br />
In progress i) No. of projects evaluated - 600<br />
ii) No. of projects approved - 75%<br />
iii) Average No. of positions created<br />
within approved projects - 2<br />
iv) Total investments - € 45 M<br />
v) Credit financing (supported by<br />
Mutual Guarantee) and Venture Capital<br />
€20 million<br />
Results constrained by<br />
the availability of<br />
resources.<br />
Programme<br />
FINCRESCE<br />
Programme<br />
FINTRANS<br />
This <strong>programme</strong> aims to provide solutions to optimise the financing conditions for companies pursuing<br />
innovative growth strategies, through Venture Capital and Mutual Guarantee Solutions targeted at growing<br />
innovators and/or SMEs.<br />
This <strong>programme</strong> aims to provide Venture Capital and Bearer Credit targeted at supporting operations of<br />
business amalgamations, mergers and acquisitions, Management Buy-Outs (MBOs) and Management Buy-<br />
Ins (MBIs).<br />
In progress<br />
Being implemented<br />
i) 2,500 SMEs acknowledged as having<br />
SME Leader status;<br />
ii) Convening of an annual SME leader<br />
Convention<br />
iii) SME Leaders involved in the<br />
benchmarking process – 1,200<br />
iv) Implementation of investment<br />
projects by SME Leaders with resort to<br />
Credit and Venture Capital instruments<br />
as part of specific financing solutions to<br />
be developed – 500.<br />
i) Involvement of financial partners and<br />
specialised bodies - 10<br />
ii) No. of companies identified in<br />
seeking solutions for transmission - 40<br />
iii) No. of transmission operations<br />
realised - 10<br />
Results constrained by<br />
the availability of<br />
resources.<br />
Promoting Entrepreneurship<br />
18
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Entrepreneurship<br />
Programme and<br />
Evaluation of<br />
Economic Knowledge<br />
This <strong>programme</strong> aims to foster an entrepreneurial culture, stimulating the formation of new companies by the<br />
transfer of technology, consolidation and growth of international start-ups.<br />
Planned actions:<br />
- Promotion of links between schools, universities and companies;<br />
- Stimulation of focal points within universities to identify research <strong>programme</strong>s with business potential;<br />
- Development of technology management mechanisms which efficiently relate to technological research and<br />
commercialisation;<br />
- Intellectual property management;<br />
In preparation Being defined<br />
- Development of a methodology to develop EBT from intellectual property;<br />
- Identification of key areas based on R&D centres of excellence<br />
Support for female<br />
entrepreneurship<br />
This measure incorporates an integrated support system for female entrepreneurs which includes training,<br />
consultation on the preparation of business plans and a prize of start-up support. It also incorporates<br />
entrepreneurial network support for activities developed for women.<br />
In preparation<br />
Support for qualified<br />
female<br />
entrepreneurship<br />
This support translates into an allowance of 10% of eligible expense for candidate projects for NSFR R&D<br />
incentives submitted by female entrepreneurs with its own budget provision.<br />
In preparation<br />
Support for cultural<br />
entrepreneurism<br />
Incorporates the development of a post-graduation in management specially directed at cultural and creative<br />
sector agents with reference to the qualifications of the corresponding managers after business management<br />
training, as well as awarding prizes for innovative and sustainable projects of acknowledged merit in the<br />
cultural domain.<br />
In preparation<br />
Promotion of good practices/ Recognition of SME Excellence<br />
19
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
“Skills and incentives<br />
for SMEs for the<br />
adoption of growth<br />
strategies”<br />
Programme<br />
This <strong>programme</strong> incorporates: - SME Academy; - To evaluate leading SMEs for innovative and international<br />
growth; - Dissemination of competitive diagnostic solutions and identification of good practices<br />
(benchmarking); - Greater use of Scoring tools, particularly for innovation (Innovation scoring); - Facilitate<br />
access to information relevant to SME businesses.<br />
In progress<br />
1,000 companies with training on Skills<br />
Analysis, Competitively Diagnostics,<br />
Innovation Scoring. Introduction of an<br />
SME Academy as intermediary<br />
between knowledge development<br />
centres and SMEs for skills transfers<br />
and the reinforcement of different<br />
capabilities.<br />
SME Merit<br />
Recognition – Show<br />
by Example<br />
Incorporate a system linked to business excellence and merit recognition: SME Leader, SME Excellence, and<br />
<strong>European</strong> Enterprise Awards.<br />
In preparation Being specified<br />
Strengthen Competitiveness in Tourism<br />
Knowledge Platform<br />
for Destination<br />
Management<br />
Development of an interface (knowledge, technical support and cooperative platforms) in support of the<br />
implementation and management of tourism destinations and products, and to provide appropriate tools to<br />
monitor efficiency indicators for dimensions critical to business viability and competitiveness.<br />
In preparation<br />
Electronic registration platform for<br />
licensed companies and enterprises<br />
operating in the Tourism sector, in<br />
operation by <strong>2010</strong>.<br />
Stimulation<br />
Tourism<br />
Development<br />
Points<br />
of<br />
Focal<br />
Requalification of<br />
established Tourism<br />
Destinations<br />
Dematerialisation of<br />
relationship<br />
processes with<br />
businesses<br />
Specification of the development concept for new tourism focal points, corresponding infrastructure and<br />
private investment priorities, as well as a market entry matrix. Configuration of incentive systems applicable<br />
to public and private projects which implement the planned concept.<br />
Competitive evaluation of established destinations and specification of requalification <strong>programme</strong>s, taking<br />
into account competitive repositioning, supported in accordance with the priority for infrastructural and<br />
private investment, as well as a new market entry matrix. Configuration of incentive systems applicable to<br />
public and private destination requalification projects.<br />
Complete dematerialisation of the licensing processes, and support for skills investment for Tourism in<br />
<strong>Portugal</strong> IP and reduction of the corresponding costs for companies.<br />
In progress<br />
In progress<br />
In progress<br />
Launch of public and private initiative<br />
projects necessary for the competitive<br />
development of new tourism centres, at<br />
the proposition level, for priority<br />
markets.<br />
Launch of projects with public and<br />
private initiative necessary for the<br />
competitive development of new<br />
tourism centres, at the proposition<br />
level, for priority markets.<br />
Dematerialisation of the majority of<br />
procedures underpinning licensing and<br />
investment support processes by the<br />
end of <strong>2010</strong>.<br />
20
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
PORTUGEST<br />
Programme:<br />
Promotion of the<br />
cultural and<br />
economic value of the<br />
Portuguese<br />
A project directed at disseminating the language, the value of the human capital, heritage preservation,<br />
intellectual property protection, co-production and stimulus for creative industrialists, targeting the creation of<br />
a market for goods and services in the cultural and creative sectors of the PLP. The project will consist of: the<br />
creation of a technical and information platform to stimulate remote training and the development of<br />
appropriate methods/support/equipment for training; Agreement with computer sector companies (Microsoft);<br />
development of a multi-discipline team to outline the project; establishment of a network of agents and<br />
institutions from several countries involved.<br />
In preparation<br />
Cultural tourism<br />
knowledge network<br />
Development of a technological platform to disseminate knowledge based on the <strong>European</strong> Network for<br />
Village Tourism. The Network involves an international public-private partnership (<strong>Portugal</strong>, Italy, Romania,<br />
Poland, Finland, Belgium, Greece and Slovenia) and develops the concept of imaginary tourism. The<br />
Network collects authentic characteristics from each community through stories, legends, myths, traditions<br />
and ancestral knowledge.<br />
In preparation<br />
PROMAR – FISHERIES Operative Programme<br />
PROMAR –<br />
<strong>European</strong> Fisheries<br />
Fund<br />
In compliance with the common fisheries policy, revised in 2002, which incorporates the main principles of<br />
the <strong>European</strong> Council of Gothenburg and the Lisbon Strategy, and the <strong>National</strong> Strategic Plan for Fisheries,<br />
which define the intervention policy for the period 2007-2013, it constitutes the national framework of the<br />
FISHERIES Operative Programme, giving a particular relevance to the need to ensure the sustainable<br />
exploitation of resources, in a way to maintain the capability for self-generation of ecosystems and to<br />
encourage biodiversity, with the objective of guaranteeing the future of the fisheries sector and the well-being<br />
of the populations which depend on this activity. For this purpose, it advises on the preservation of resources<br />
and environmental quality with the limitations of the biological and ecological order and the economic and<br />
social needs, backing knowledge, training and scientific research as the supporting pillars for economic<br />
growth and the creation of employment. The guarantee of multi-annual financing co-financed by the<br />
<strong>European</strong> Union, centred on priorities, should enable the sustainable development of the sector.<br />
In progress<br />
Guarantee of the necessary selectivity<br />
in the choice of the best investment<br />
projects as part of the Fisheries<br />
Operative Programme (PROMAR).<br />
The analysis and selection of projects is<br />
based on, whenever appropriate, a<br />
points system, based on objective<br />
criteria, with a minimum score set. The<br />
final scoring results from application of<br />
a formula in which up to three variables<br />
apply (technical, economic and<br />
financial strategy).<br />
Simplification of the rules applying for<br />
support relative to the former<br />
community framework, dispensing with<br />
the economic-financial analysis and<br />
strategic analysis for applicants for<br />
21
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
smaller levels of investment, and in<br />
such cases a number of documents<br />
should be submitted by the sponsors<br />
and the time for analysis by the public<br />
administration is reduced<br />
Assessment and<br />
evaluation of human<br />
resources (<strong>European</strong><br />
Fund for Fisheries)<br />
With respect to the assessment and evaluation of human resources, the main orientation of the national<br />
Strategic Plan is a commitment to continuous training and establishment of support mechanisms for the entry<br />
of young professionals, the increase in training by alternation, the strengthening of support mechanisms for<br />
training based on technological platforms and computer tools and the strengthening of dual certification.<br />
In progress<br />
Market Stimulation, Development of the Internal Market and Regulation<br />
Implementation of<br />
Services Directive<br />
By the end of 2009, the methods of executing Services Directive will be completely implemented. As part of<br />
the work to transpose the Services Directive, similar to the simplification task for access procedures and<br />
services activities, a one-stop shop is planned using electronic procedures, providing remote and electronic<br />
access to the authorisation procedures necessary for the establishment or provision of services in <strong>Portugal</strong>. In preparation<br />
Implementation of<br />
the intellectual<br />
property Directive<br />
Gradual and<br />
controlled<br />
liberalisation of<br />
postal services<br />
Transposition of the directive relating to the modes for acquiring intellectual property will equip the country<br />
with substantial procedural legal instruments for the fight against forgery practiced in society. The new law<br />
puts <strong>Portugal</strong> on par with States which better protect intellectual property, providing a more attractive<br />
environment for capturing national and overseas investments in knowledge-related sectors, and in information<br />
and creative industries. An improvement in legal activity is anticipated, and of the other services involved in<br />
the fight to protect IP, by improving the training of agents. It is considered t be beneficial to place copyright<br />
laws and related rights on-line in English, as well as making complementary legislation available. In progress<br />
Transposition of Directive <strong>2008</strong>/6/CE on the total liberalisation of postal services by 31/12/<strong>2010</strong>. In preparation<br />
Complete market<br />
liberalisation by<br />
31/12/<strong>2010</strong>.<br />
22
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Review of the<br />
regulatory<br />
framework for the<br />
construction sector<br />
Redrafting of Decree-Law 12/2004 of 9 January – legal framework on concessions for licences for the<br />
exercise of construction activities;<br />
Regulation of real-estate marketing activities and the management and administration of condominiums;<br />
Development of a legal framework for carrying out property evaluation activities..<br />
In progress<br />
More R&D and Improved Research Systems<br />
More R&D<br />
Strengthening the<br />
support <strong>programme</strong><br />
for contracting new<br />
doctorates for the<br />
national scientific<br />
and technological<br />
system.<br />
Strengthening the<br />
award of Research<br />
Integration Grants<br />
(in renowned R&D<br />
centres) for students<br />
in the initial years of<br />
higher education.<br />
Development of new<br />
C&T Subject<br />
Networks<br />
Development of new<br />
R&D Consortia<br />
Bringing on-stream<br />
new Associated<br />
Laboratories and<br />
strengthening the<br />
operating conditions<br />
for Associated<br />
Programmes which target incentives for scientific and technological employment by agreeing Programme-<br />
Contracts with public and private institutions which carry out important scientific activities, for the<br />
professional incorporation of science and technological doctorates as part of the institutional fabric.<br />
The objective is to create conditions to stimulate scientific activities and the development of students in a<br />
critical, creative and autonomous manner through their integration in R&D project teams.<br />
Targeting the integration of capabilities, advanced training, the presentation and dissemination and<br />
international cooperation, specifically in support of international partners by the C&T and Higher Education.<br />
Programme targeting the development of new R&D consortia, including support mechanisms for training in<br />
Post-Graduate Colleges in <strong>Portugal</strong>, seeking to strengthen post-graduate activities in <strong>Portugal</strong> in an<br />
international context, to support the <strong>reform</strong>s in progress in higher education in <strong>Portugal</strong> and modernisation of<br />
national scientific and technological systems.<br />
Bringing on-stream new Associated Laboratories and strengthening the operating conditions for Associated<br />
Laboratories<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
At least another 500 new contracts<br />
by<strong>2010</strong>.<br />
To support about 5,000 research<br />
integration grants.<br />
Establishing new subject networks,<br />
using competitive selection processes.<br />
Establishing new R&D consortia, using<br />
competitive selection processes.<br />
Establishing new Associated<br />
laboratories using competitive selection<br />
processes.<br />
23
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
laboratories<br />
Mobilisation<br />
Programme for State<br />
laboratories<br />
Guest Professor<br />
Programme for<br />
research and<br />
attracting R&D<br />
groups to Portuguese<br />
Institutions,<br />
Launch of the Mobilisation Programme for State Laboratories including the creation of consortia and R&D<br />
nuclei, and networks aiming at modernising national scientific and technological systems, with the specific<br />
objective of ensuring <strong>reform</strong> of State Laboratories, through closer cooperation with Associated Laboratories,<br />
Higher Education Institutions, and R&D institutions and centres, and other public and private entities,<br />
particularly within companies.<br />
Implementation of the Guest Professor Programme for research and attracting R&D groups to Portuguese<br />
Institutions, aiming at attracting senior International researchers to <strong>Portugal</strong> and supporting Higher Education<br />
institutions in their internationalisation efforts and in the establishment of partnerships with other entities.<br />
In preparation<br />
In progress<br />
Particularly seeking support for<br />
establishing the four planned consortia:<br />
BIOPOLIS, FISICA-N, RISCOS and<br />
OCEANO.<br />
Up to 50 Guest Professors<br />
Completion of<br />
construction of the<br />
International Iberian<br />
Laboratory for<br />
Nanotechnology<br />
(INL)<br />
Programme for new<br />
“Partnerships for the<br />
Future”<br />
Completion of the construction of the International Iberian Laboratory for Nanotechnology (INL) in Braga, as<br />
part of the international tender for which the 1 st phase has already been launched, beginning the international<br />
recruitment of researchers and scientific activities and broadening the participation of other countries in the<br />
laboratory. In progress<br />
Strengthening the new “Partnerships for the Future” Programme, particularly through existing partnerships<br />
with MIT (MIT-<strong>Portugal</strong> Programme), University of Carnegie Mellon (Programme CMU-<strong>Portugal</strong>), the<br />
University of Texas in Austin (Programme UTAustin-<strong>Portugal</strong>), and Fraunhofer Gesellschaft, and including<br />
launching a new partnership with Harvard Medical School and an international MBA (Lisbon-MBA), as part<br />
of the collaboration with the Sloan School of Management of MIT.<br />
In progress<br />
Strengthening existing partnerships,<br />
Launching another partnership with the<br />
Harvard Medical School and initiating<br />
an International MBA Programme<br />
(Lisbon-MBA), as part of the<br />
collaboration with Sloan School of<br />
Management of MIT and the<br />
Fraunhofer Institute in Porto.<br />
Strengthening the Strengthening the impact of the Ciência Viva Agency for the promotion of scientific culture and technology, In progress At least another 4 Ciência Viva Centres<br />
impact of the Science including launch of the Science Exhibition Initiative implemented in <strong>Portugal</strong> and broadening the Ciência<br />
by <strong>2010</strong>.<br />
Live Agency for the Viva Centres network, with the construction of at least another four centres planned for <strong>2008</strong>-<strong>2010</strong>.<br />
promotion of<br />
scientific culture and<br />
technology<br />
Portuguese<br />
Starting in the second quarter of <strong>2008</strong> until the end of the first quarter of 2009. In progress -<br />
Presidency of the<br />
<strong>European</strong> EUREKA<br />
initiative<br />
24
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Review of Scientific<br />
sponsorship Law<br />
Strengthening the<br />
Internet Spaces<br />
Network<br />
Creation of a new<br />
platform to provide<br />
medical content and<br />
continuing support<br />
for the establishment<br />
of the new<br />
Fraunhofer Institute<br />
in <strong>Portugal</strong>.<br />
Strengthening<br />
vocational training in<br />
ICT<br />
Strengthening the<br />
Online Scientific<br />
Library (b-On)<br />
Initiating<br />
Community<br />
Networks operations<br />
Strengthening the Internet Spaces Network providing free public access to computers and the Internet using<br />
broadband, continuing the policies of Digital Inclusion by means of support <strong>programme</strong> for the participation<br />
of citizens with special needs in the information society.<br />
Creation of a new platform to make medical content available, and continuing support for the establishment<br />
of the new Fraunhofer Institute in <strong>Portugal</strong> for the development of applications, services and content<br />
promoting digital inclusion.<br />
Strengthening vocational training in ICT, stimulating the expansion of Technological Specialisation Courses<br />
and organising national <strong>programme</strong>s for ICT Academies at higher education institutions in partnership with<br />
companies with internationally recognised skills certification mechanisms.<br />
Strengthening the Online Scientific Library (b-On) incorporating the International Indexing System for<br />
Scientific and Technical Publications (Web of Knowledge) and promoting the availability of scientific<br />
information via Open Access, specifically publications, archives and scientific depositories.<br />
Initiating Community Networks operations, in the wake of the construction projects in 4 areas where there are<br />
market difficulties in installing New generation Networks (Vale do Minho, Vale do Lima, Terra Quente<br />
Transmontana, Distrito de Évora), and also the development and use of optical fibre networks constructed as<br />
part of the Digital Cities and Regions projects.<br />
To be implemented<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
New legal statute to be drafted and<br />
approved.<br />
Platform to provide<br />
medical content<br />
Creation of a new platform to make medical content available, and continuing support for the establishment<br />
of the new Fraunhofer Institute in <strong>Portugal</strong> for the development of applications, services and content to<br />
promote digital inclusion. In progress<br />
Improving <strong>National</strong><br />
Infrastructure for<br />
Distributed<br />
Computing (GRID)<br />
Improved System for Research<br />
Strengthening the <strong>National</strong> Infrastructure for Distributed Computing (GRID) specifically through the<br />
<strong>National</strong> Initiative (GRID), participation in the IBERGRID Network and international cooperation at the<br />
<strong>European</strong> Union level with CERN and other international partnerships. In progress<br />
25
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Dynamic Programme<br />
for Collective<br />
Efficiency<br />
This <strong>programme</strong> supports dynamic company developers of Collective Efficiency Strategies, such as<br />
Innovation and Competiveness Centres, Clusters, and Strategic Intelligence Network in Research Centres.<br />
In progress<br />
Stimulation of clustering movements<br />
around strategic projects or in sectors<br />
relevant to the economy – no. of<br />
groupings (clusters, centres or networks<br />
with stimulation activities):12; Support<br />
for economic groupings and support to<br />
their collective efficiency strategies –<br />
no. of groupings/ collective efficiency<br />
projects being monitored – 20; Launch<br />
and management of a strategic<br />
intelligence network for research –<br />
degree of implementation of the<br />
network – no. of network nodes 50-<br />
70% o the established groupings.<br />
I&DT Valley<br />
Research Valley<br />
Measure framed within NSFR, with a view to providing simplified support for the acquisition of R&DT<br />
services by SMEs from SCT entities in response to the specific issues and needs of companies, in the sense of<br />
increasing their competitively resulting in improvement in products, processes and services (transfer of<br />
knowledge of a scientific and technological nature which is new to the company).<br />
Measure framed within NSFR, with a view to providing simplified support for the acquisition of consulting<br />
services and research support by SMEs and duly qualified entities in response to the specific issues and needs<br />
of the company, in the sense of increasing their competitiveness resulting in improvement in products,<br />
processes and services (transfer of knowledge of a scientific and technological nature which is new to the<br />
company)<br />
R&D and Innovation (in Tourism Agenda, Rural Areas, Health sector, etc.)<br />
Stimulation of<br />
Research and<br />
Development<br />
impacting Tourism<br />
Stimulation<br />
Innovation<br />
Tourism<br />
of<br />
in<br />
To prepare an Agenda containing R&D priorities with direct application to tourism development, with a view<br />
to identifying the most significant international trends in relation to opportunities/needs for R&D in Tourism<br />
and getting agreement to a agenda detailing the priorities, between SCT and the more advanced tourism<br />
activity sectors, in order to create a Tourism Centre of Excellence, with a view to (i) establishing the<br />
relationship between the SCT and all the agents which form part of the Tourism value-chain, (ii) to stimulate<br />
development of the Tourism R&D agenda and (iii) to develop international cooperation, particularly for the<br />
Eureka Tourism initiative.<br />
Stimulation of (i) dissemination and awareness activities directed at entrepreneurs and executives about the<br />
importance of innovation in Tourism, (ii) incentive actions for qualified entrepreneurships with Universities<br />
and Higher Institutions and (iii) stimulation of regional grants for opportunity for entrepreneurs and venture<br />
capital investors, with a view to stimulating development of sector business innovation projects, as well as<br />
developing the Innovation in Tourism Prize.<br />
In progress<br />
In progress<br />
In preparation<br />
In preparation<br />
Launch of 10 R&D projects impacting<br />
Tourism by the end of <strong>2010</strong>.<br />
Development of 20 publication actions/<br />
year (period 2009 / <strong>2010</strong>) which sustain<br />
the launch of 15 Innovation projects in<br />
Tourism by the end of <strong>2010</strong>.<br />
26
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Excellence in<br />
Tourism Training<br />
Development of the<br />
Hospitality<br />
Management<br />
Institute and<br />
Advanced Research<br />
and Training Centres<br />
for Tourism<br />
The <strong>programme</strong> incorporates (i) international certification for the provision of training by Hotel management<br />
and Tourism Colleges, involving certification of the courses taught, review of curricula, training and<br />
qualification of trainers and access to a <strong>programme</strong> of international placements targeted at young trainees, (ii)<br />
up-grading of the provision of training by Hotel Management and Training Colleges and adjustment of the<br />
respective curricula, and (iii) extension and resizing of the Hotel Management and Tourism College network,<br />
with regard to centres for knowledge and good practices in the sector, supporting the territorial development<br />
of tourism activities and their new centres of tourism development.<br />
Development of the Hospitality Management Institute and Advanced Research and Training Centres for<br />
Tourism, for post-graduate training, targeted at executives, and boosting research in matters of a strategic<br />
nature related with business and/or professional exercise of tourism activities.<br />
Health cluster Structuring and development of a national pharmaceutical industry and health products cluster, with the<br />
following main objectives: to increase the participation of national companies in the market through new<br />
products, processes and services; that companies benefit from opportunities to develop innovative products,<br />
where the architecture and ambition of the partnerships could be realised in several forms, particularly<br />
through partnerships with other companies – national or overseas – research centres, and for the increase in<br />
highly qualified scientific and technological employment; that such projects are innovators, in a way that<br />
guarantees a broadening and deepening of the technological base and an increase in market competitiveness –<br />
national and international – for the companies which produce them.<br />
In progress<br />
In progress<br />
In progress<br />
(i) Certification will be implemented<br />
progressively and phased in at all Hotel<br />
Management and Tourism Colleges<br />
(currently 16), with the initial<br />
implementation planned at the regional<br />
Algarve college, starting in the<br />
<strong>2008</strong>/2009 education year; (ii)<br />
strengthening training on<br />
Technological Specialisation Courses<br />
in the areas of hotel management,<br />
catering and Tourism, aimed at middle<br />
and senior staff, allied to theoretical<br />
and practical training components<br />
within the context and practice of the<br />
profession (applied colleges) (iii)<br />
balanced coverage of the provision of<br />
training in tourist destination areas,<br />
increasing by more than 1,000 students<br />
in relation to installed capacity –<br />
opening new college installations in<br />
Lisbon, Porto and Santa Maria da Feira<br />
by 2009, and opening new college<br />
facilities in Setúbal and Portimão, by<br />
<strong>2010</strong>.<br />
"Hospitality Management Institute"<br />
formally constituted in August <strong>2008</strong>;<br />
Centre for Research and Advanced<br />
Training with the first post-graduate<br />
training courses during the <strong>2008</strong>/2009<br />
school year.<br />
27
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
<strong>National</strong> Rural<br />
Network<br />
The objective of the network is to strengthen the exchange between all the players in rural territories, giving<br />
preference to good practices and know-how coherently with community objectives and with the national<br />
Strategic Plan for Rural Development (PENDR). The development of the Network is formally planned in<br />
Article 68 of Regulation (CE) 1698/05. The Rural Network (RR), defined in the current <strong>programme</strong> is<br />
consistent with the decision of <strong>Portugal</strong> under the terms of the 2 nd paragraph of item 3 of Article 66 of<br />
Regulation (EC) 1698/2005, constituting a preferred instrument in the implementation of the rural<br />
development policy.<br />
In the final phase of<br />
approval by the<br />
<strong>European</strong><br />
Commission, with<br />
the start of<br />
activities planned<br />
for the end of <strong>2008</strong><br />
Objectives /<br />
Indicators/targets (by<br />
<strong>2010</strong>):<br />
1.Transfer to rural<br />
development agents<br />
involved in the<br />
development of rural<br />
regions/ No. of Actions<br />
implemented / 36<br />
2.Practical incentives for<br />
cooperation between<br />
agents / No. of Actions<br />
implemented / 6<br />
3.Adapting the<br />
development strategy and<br />
policies to the needs and<br />
potential of rural<br />
development / No. of<br />
Studies/Analyses<br />
Produced / 8<br />
4. Providing information<br />
relevant to the agents<br />
involved in the<br />
development of rural<br />
regions / No. of new<br />
items of content input to<br />
the Rural network<br />
website / 156<br />
Stimulation of Living<br />
Labs<br />
Stimulation of Living Labs in the context of the <strong>European</strong> Network for Living Labs developed since 2006 and<br />
taking into account the requirement to respond to the need to rebalance research support policies, which act to<br />
the supply side, with policies which act on the demand side.<br />
Today <strong>Portugal</strong> has 6 Living Labs, and it is expected that more may enter the <strong>European</strong> Network in<br />
November. Also in preparation is the launch of the LL-<strong>Portugal</strong> national network for Living labs with the<br />
objective of disseminating open research practices and consolidating research management methodologies.<br />
In progress<br />
28
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Maritime Traffic<br />
Control System<br />
(VTS-Vessel traffic<br />
system) - Extending<br />
the VTS system to<br />
the Autonomous<br />
Regions of the Azores<br />
and Madeira<br />
As part of the Continental VTS System implementation project, island VTS projects were analysed, with a<br />
view to equipping the Autonomous Regions of the Madeira and the Azores with a coastal VTS system.<br />
Creativity and Language and Portuguese Culture<br />
International<br />
promotion of the<br />
Portuguese language<br />
with regard the<br />
Language of CPLP,<br />
evaluating the<br />
strategic significance<br />
of this overseas<br />
Portuguese policy<br />
objective<br />
1. Promotion of the Portuguese language, within the scope of the EU, as a language with eight cultural voices,<br />
simultaneously with the promotion of Portuguese culture and the cultures of Portuguese languages.<br />
2. Projecting Portuguese language across CPLP country borders and in the regions of international<br />
organisations where Portuguese is the working language.<br />
3. Promotion of the Portuguese language and culture in specific geographic areas, in correlation with the<br />
socio-political interests of the country, specifically the Atlantic-Axis (USA, Canada, countries belonging to<br />
the Organisation of Iberian-American States and Maghreb countries) and in Asia (India/China).<br />
In preparation<br />
In progress<br />
A review of existing studies for the<br />
extension of the VTS System from the<br />
Continent to the Autonomous Regions<br />
is planned beginning in <strong>2008</strong>, and by<br />
2009, they will be developed with a<br />
view to launching a tender procedure<br />
for installation of the VTS System in<br />
Madeira and the Azores.<br />
Extending the provision of face-to-face<br />
teaching, in strategic geographic areas:<br />
EU, PALOP and East Timor and the<br />
American and Asiatic Continents.<br />
b) Expansion of the provision of<br />
distance learning of Portuguese culture<br />
and language, particularly through<br />
Portuguese courses for foreigners and<br />
content targeted at advanced<br />
Portuguese learners.<br />
c) Increase in the provision of training<br />
for Second Language and Foreign<br />
Language Portuguese teachers – Initial<br />
Training and Continuous Training<br />
using face-to-face, distance and mixed<br />
techniques.<br />
d) Stimulation of the presence of the<br />
Portuguese language in multiple<br />
international organisations where<br />
Portuguese is the official working<br />
language, through the provision of<br />
training in the area of<br />
translation/interpretation – Initial and<br />
Continuous Training, the availability of<br />
reference and audiovisual materials<br />
and participation in associations which<br />
promote multilingualism.<br />
e) Development of research about<br />
Portuguese and the different areas of<br />
Portuguese history, society and culture,<br />
and providing teaching materials via<br />
the Internet - particularly research<br />
materials. - for Portuguese language<br />
29
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
and culture training for other CPLP<br />
members.<br />
f) capturing new audiences with the<br />
promotion of higher education<br />
institutions as cultural platforms.<br />
1. With the intention of promoting a<br />
dynamic and high quality image of<br />
Portuguese culture overseas, and giving<br />
priority to the establishment of<br />
partnerships with other entities, the<br />
cultural programming of the network<br />
will facilitate implementation of<br />
multiple activities with a view to<br />
publicising and promoting Portuguese<br />
history, heritage and culture, with<br />
special emphasis on contemporary art.<br />
Also promoting the mobility of<br />
Portuguese artists and creative<br />
individuals and the internationalisation<br />
of their work.<br />
Promoting the<br />
mobility of<br />
artists/inventors and<br />
national heritage,<br />
specifically through<br />
<strong>programme</strong>s and<br />
actions which<br />
promote the<br />
internationalisation<br />
of Portuguese artists<br />
/creative individuals<br />
and activities which<br />
publicise the historic<br />
culture and<br />
contemporary art of<br />
the Portuguese<br />
1. Management and financing of the cultural <strong>programme</strong> implemented by the Diplomatic Network, IC<br />
Consular and Cultural Centres across the world.<br />
2. Support for third-party activities aiming to improve the internationalisation of Portuguese culture.<br />
3. Publication of Portuguese language authors and/or works about cultures expressed in Portuguese. In progress<br />
2. The support <strong>programme</strong> for<br />
internationalisation (from the Camões<br />
Institute) seeks to respond to two<br />
aspects of diverse but complementary<br />
nature: i) to improve the quality of the<br />
response by the institution and ii)<br />
framing its relationship with<br />
professional artistic resources – the<br />
principal targets of the <strong>programme</strong>.<br />
The objective of the Support<br />
Programme for internationalisation is to<br />
seek to respond to the growing number<br />
of projects developed in the<br />
professional arena which currently<br />
represent a platform for:<br />
The international circulation of<br />
Portuguese arts;<br />
30
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
increased mobility of artists and<br />
projects;<br />
a creative dialogue which is today on a<br />
global scale;<br />
The establishment of artistic networks<br />
and partnerships promoted by various<br />
<strong>European</strong> <strong>programme</strong>s.<br />
PORTUGEST<br />
Programme<br />
Based on post-graduation in Management and Entrepreneurship targeted at cultural agents, seeking to<br />
evaluate human capital and stimulating creative industries, the project consists of real-time or subsequent<br />
presentation of course modules at PLP Study Centres which seek to be associated. For this, the development<br />
of a technical and computing platform is required to encourage distance learning (including simultaneous<br />
Portuguese interpretation of seminars provided by guest professors) and to develop the appropriate training<br />
resources/support/equipment; agreements with computing sector companies (Microsoft); creation of a multidiscipline<br />
team to prepare the project; establishment of the network with agents and institutions from the<br />
various companies involved. In preparation<br />
3. Through this support <strong>programme</strong> for<br />
publication in foreign languages and/or<br />
promoting the presence of these<br />
publications, or the authors themselves<br />
at International Book Fairs.<br />
As part of the Programme, to provide<br />
exposure of those authors within<br />
“third“ countries, occasionally face-toface,<br />
in association with the launch of<br />
works at international Book Fairs.<br />
Portal Lingu@e<br />
Portal Lingu@e – Forum for discussion about multilingualism, in partnership with the <strong>European</strong> Parliament/<br />
Offices in <strong>Portugal</strong> and the Luso-American Foundation, whose discussion panels cover the following<br />
subjects: Language and Politics; Language and Economics; Language and Culture; Language and Education. In preparation<br />
Study of the<br />
Economic Value of<br />
the Portuguese<br />
Language<br />
Study of the Economic Value of the Portuguese Language, in cooperation with the ISCTE, which seeks to<br />
determine the direct economic value of the Portuguese language (current and potential) in the contemporary<br />
context of globalisation, specifically in economic and business activities in teaching, cultural and<br />
communication domains which involve the use of Portuguese. In preparation<br />
31
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
INOVART<br />
Programme<br />
Cinema and<br />
Audiovisual<br />
Investment Fund<br />
(FICA)<br />
INOVART <strong>programme</strong> supports the training of young people with specific qualifications in arts and culture<br />
through placements in institutions of international standing in the arts and culture sector. In progress<br />
In operation since 2007, it represents another source of financing for cinematographic and audiovisual<br />
production in <strong>Portugal</strong>, which foremost amongst various objectives it extols, are contributing to the<br />
integrated development of the audiovisual sector, giving priority to actions directed at strengthening the<br />
sustainability of cinematographic and audiovisual activities, strengthening creative and competitive capability<br />
of independent small and medium companies (SMEs) in the sector and improving international market<br />
penetration of works produced or co-produced by these SMEs, so increasing the growing value of the sector<br />
and the business opportunities. In progress<br />
INSerralves –<br />
Creative Industry<br />
incubator<br />
INSerralves – Creative Industry incubator: The project aims to finance the activities of a group of companies<br />
(76 companies submitted projects from which 8 were approved) and to assess the impact of these creative<br />
industries on regional economies. In progress<br />
Cultural tourism<br />
knowledge network<br />
Cultural tourism knowledge network. The project aims to develop a technological platform to disseminate<br />
knowledge based on the <strong>European</strong> Network for Rural Tourism. The Network involves an international publicprivate<br />
partnership (<strong>Portugal</strong>, Italy, Romania, Poland, Finland, Belgium, Greece and Slovenia) and develops<br />
the concept of imaginary tourism. The Network collects authentic characteristics from each community<br />
through stories, legends, myths, traditions and ancestral knowledge. In progress<br />
New Model for<br />
Museums<br />
New Model for Museums: To replicate the Portimão museum model for museums in the Portuguese Museum<br />
Network within the country; by <strong>2008</strong> to initiate a process with one museum. The model consists of increasing<br />
museum collection with the various entities of the region, attaching the display heritage material available in<br />
their areas for public actions of a cultural nature, to the educational side and the stimulation of creativity. In progress<br />
COMBATING CLIMATE CHANGE, COMMITMENT TO RENEWABLE ENERGY AND ENERGY EFFICIENCY<br />
32
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Development of RSU<br />
ORGANIC<br />
RECOVERY UNITS<br />
As part of the strategy for diverting biodegradable waste for burial, targeted at reinforcing the country with<br />
Another 7 units to be<br />
In progress Four units under construction<br />
organic recovery units constructed by <strong>2010</strong><br />
Development of<br />
energy recovery units<br />
for ETAR and CDR<br />
Sludge.<br />
Targeting the resolution of problems concerning the final destination of sludge and waste generated by multi-<br />
Municipal systems with the construction of 2 Energy Recovery Centres.<br />
In progress<br />
In combination the 2<br />
centres represent a<br />
maximum installed<br />
capacity of 58.8 MW of<br />
electricity and an<br />
investment of €280 M<br />
Promotion of Energy<br />
Efficiency<br />
To implement a publicity campaign for a Management System for Intensive Energy Consumers with<br />
construction and property companies and associations, and Municipal Councils; to implement the <strong>National</strong><br />
Action Plan for Energy Efficiency and the Management System for Intensive Energy Consumers.<br />
In progress<br />
<strong>National</strong> Action Plan for Energy<br />
Efficiency (PNAEE) – to achieve by<br />
2015, an improvement in energy<br />
efficiency equivalent to 10% of end<br />
energy consumption, relative to the<br />
efficiency of the end use of energy and<br />
energy services. To Implement the<br />
Management System for Intensive<br />
Energy Consumers – which involves<br />
the implementation of obligatory<br />
energy audits for installations with<br />
energy consumption equal or greater<br />
than 1,000 tep/year. Operators are<br />
obliged to prepare Energy<br />
Consumption Rationalisation Plans<br />
(PREn), establishing energy targets,<br />
which after approval are called Energy<br />
Consumption Rationalisation<br />
Agreements (ARCE).<br />
33
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Benefitting from<br />
Wind Energy and<br />
other Renewable<br />
Energy Sources<br />
To raise the installed capacity for the conversion of wind energy to 5,100 MW; to increase the use of<br />
hydraulic power by exploiting other renewable energy sources: biomass, biological, waves, hydro and<br />
photovoltaic. To take measures conducive to clarifying and speeding up administrative licensing mechanisms.<br />
In progress<br />
Wind Energy: Development of an<br />
industrial cluster, with a total<br />
investment of €1,700 M. Creation of<br />
around 1,500 jobs and the<br />
establishment of a €35M fund for<br />
research in the area of renewable<br />
energy; Forestry Biomass: An<br />
investment estimated at approximately<br />
€225 M and the creation of around 700<br />
jobs; Bio fuels: Creation of industrial<br />
units with an estimated investment of<br />
€100 M; Hydro: Authorised Sites for<br />
922 MW of large new Hydroelectric<br />
Plants, with a planned investment in<br />
excess of €1,000 M; Wave Energy:<br />
Development of a pilot area with<br />
operating potential up to 250 MW for<br />
the technological development of pilotprojects<br />
using new technologies, and<br />
the preparation of regulatory legislation<br />
for the respective authorisations<br />
(licences and concessions);<br />
Photovoltaic: Moura Plant with a<br />
planned production of 56 GWh/year,<br />
creation of a photovoltaic module<br />
manufacturer, creation of<br />
approximately 100 jobs and the<br />
installation of a research laboratory.<br />
Serpa Plant, with a planned production<br />
in excess of 18 GWh/year; Micro<br />
generation. To simplify the legal<br />
licensing framework, replacing the<br />
existing one with a simple registration<br />
regime, subject to inspection with<br />
regard to technical compliance. Micro<br />
production Registration System created<br />
(SRM).<br />
34
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Reconversion of the<br />
<strong>National</strong> Refinery<br />
Sector: Porto<br />
Refinery and Sines<br />
Refinery.<br />
Porto Refinery: To equip the refinery with new heavy crude conversion units, by association with thermal<br />
cracking and hydro cracking units to provide higher environmental quality diesel.<br />
Sines Refinery: To increase diesel production capacity, by the conversion of heavy vacuum gasoil and heavy<br />
visbreaking gasoil readjusting the production profile to market needs.<br />
In preparation<br />
Porto Refinery: Two new principal and<br />
three auxiliary units will be<br />
constructed; three existing units<br />
reconfigured and one new storage unit.<br />
Sines Refinery: Four principal and<br />
three auxiliary units will be<br />
constructed, three existing units<br />
reconfigured, one new sulphur tablet<br />
making unit and construction of a new<br />
storage silo by the end of <strong>2010</strong>.<br />
MIBEL–<br />
Development of the<br />
measures necessary<br />
for its operation<br />
Development of an Integrated Electricity market for the Iberian Mainland, through the development of a<br />
Council of Regulators ; Cancellation of Energy Acquisition Contracts (CAE); launch and acknowledgement<br />
of OMIP/OMIClear as an integral part of the market management body for forward transactions<br />
In progress<br />
Hospital Waste<br />
Processing<br />
Construction and operation of an Integrated Centre for Energy Recovery, recycling and processing of<br />
Hospital Industrial and Animal Waste, with the objective of reducing environmental impact, maximising<br />
electrical efficiency and generating carbon credits.<br />
In preparation<br />
* begin operations of the Integrated<br />
Plant<br />
* Expected impact in the following<br />
years: - on price, as a result of<br />
economies of scale, generating receipts<br />
by the production of energy and a<br />
reduction in the export of industrial<br />
waste for incineration; - on the<br />
environment (generation of carbon<br />
credits; production of “green energy”;<br />
industrial symbiosis with Eco-Park<br />
generating national efficiency and less<br />
environmental impact)<br />
Reduction of<br />
greenhouse effect<br />
gases<br />
Continuing the implementation of the <strong>National</strong> Programme for Climate Change (PNAC) and the <strong>National</strong><br />
Plan for Emission Licences (PNALE),<br />
In progress<br />
INCREASED POSITIVE MOBILITY THROUGH QUALIFICATIONS; FOR EMPLOYMENT AND SOCIAL COHESION<br />
Equality in access to educational opportunities<br />
35
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
<strong>National</strong><br />
Requalification<br />
Programme for the<br />
School Network for<br />
the 1 st Cycle of Basic<br />
Pre-School education<br />
Support Programme<br />
to extend the Pre-<br />
School Education<br />
network<br />
Generalisation of<br />
access to activities to<br />
enrich the<br />
curriculum<br />
Extension to school<br />
social work<br />
Positive<br />
discrimination for<br />
schools in difficult<br />
environments<br />
Special educational<br />
needs<br />
To promote the reorganisation of the school network through a <strong>programme</strong> in conjunction with local<br />
authorities. Requalification and modernisation of the 1st cycle and of pre-school population involves the<br />
construction of new teaching centres, by extension and repurposing of existing buildings. In addition to the<br />
construction work, for extension and repurposing the buildings, it also incorporates the external surroundings<br />
of the perimeters of the establishments and also, investment in school furniture and fittings, teaching<br />
materials and computer equipment.<br />
This <strong>programme</strong>, the responsibility of the Ministries of Education and of Labour and Social Security, is<br />
especially targeted at councils which show a ratio of pre-school education coverage lower than the national<br />
average. The objective of this measure is to guarantee that there is sufficient provision of pre-school training<br />
by the whole education network, which also suffer constraints, particularly on the periphery of the large urban<br />
centres.<br />
To reinforce the approach previously adopted, specifically by means of a financial contribution by the<br />
Ministry of Education, in accordance with the awarding of the variable amounts as a function of the activities<br />
of curricular enrichment provided for students. In relation to English, to make a widening of the provision of<br />
English to pupils in the 1st and 2 nd years of education obligatory, as well as increasing the weekly duration of<br />
English teaching in the 3 rd and 4 th years of school to 135 minutes.<br />
To change the access conditions for Social School Work, seeking to increase transparency and simplify the<br />
process through use of family allowance scales. This change, although maintaining the nature of the support,<br />
raises the size of contributions above inflation, changing to encompass secondary school students, under<br />
conditions identical to those who attend obligatory schooling.<br />
To promote the reinsertion of pupils in schools through the definition of diversified set of measurements and<br />
actions in schools situated in difficult environments.<br />
To create a network of reference schools targeted at blind and deaf students, as well as units specialised in<br />
disorders such as of autism and multi-deficiency.<br />
Quality of learning and educational results<br />
In progress<br />
In preparation<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
During the <strong>2008</strong>/09 school year, 50<br />
new education centres have already<br />
begun operating, and modification or<br />
construction of 600 educational centres<br />
is planned.<br />
To guarantee 100% coverage of<br />
children of five years of age throughout<br />
the whole country. This plans for the<br />
development of 760 new classrooms in<br />
the metropolitan areas of Lisbon and<br />
Porto.<br />
To guarantee access to curriculum<br />
enrichment activities for all 1 st Cycle<br />
pupils.<br />
During the <strong>2008</strong>/2009 school year,<br />
encompassing 700 thousand pupils.<br />
This positive discrimination<br />
<strong>programme</strong> currently incorporates 36<br />
schools and groupings, and is forecast<br />
to increase to 100 groupings.<br />
137 autism units; 220 multi-deficiency<br />
units; 1,500 trained teachers and 760<br />
assistants with educational experience<br />
in training; another 31% of trainers and<br />
interpreters in Portuguese sign<br />
language.<br />
Financing – 407 million<br />
Euros supported by<br />
NSFR (70% of the total<br />
investment), with the<br />
remainder the<br />
responsibility of<br />
municipalities.<br />
Investment of 25 million<br />
Euros (OE)<br />
Continuous Training<br />
and Action Plan<br />
Programme<br />
The plan to improve the quality of learning and educational results refers to the continuation of the Action<br />
Plan for Mathematics, the <strong>National</strong> Plan for Reading, and the Continuous Training Programmes for teachers<br />
of the 1 st cycle in Mathematics, Portuguese, Experimental Instruction of Sciences and ICT.<br />
In progress<br />
36
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Organisation and operation of schools<br />
Autonomy and<br />
school management<br />
Application of the new autonomous regime, administration and school management, with the objective of<br />
providing a framework which facilitates reinforcement of leadership and the promotion of their opening to the<br />
exterior and qualified participation of other partners, as well as deepening their skills and autonomy.<br />
In progress<br />
During the <strong>2008</strong>/2009 school year, new<br />
management bodies were elected, and<br />
the internal regulations approved by all<br />
groupings.<br />
Decentralisation<br />
Skills transfer to the municipalities, in pursuit of a more local and more efficient management model for the<br />
use of education resources, sharing responsibilities and a bigger participation with the local population and<br />
families.<br />
In progress<br />
90 protocols have already been signed<br />
between the Ministry of Education and<br />
local authorities for the transfer of<br />
skills in relation to non-teaching staff<br />
matters, and activities to enrich the<br />
curriculum and management of the<br />
school population<br />
Evaluation of teacher<br />
performance<br />
The new regime of evaluating teachers’ personal behaviour is a fundamental tool for improving educational<br />
results and the quality of learning, as the main objective is to perfect practices, differentiation on merit and a<br />
more rigorous management of career progression.<br />
In progress<br />
Modernisation of teaching establishments / Technological Plan for Education<br />
Modernisation<br />
Programme for<br />
Secondary Schools<br />
The objectives of this <strong>programme</strong> are to restore and modernise buildings, to open schools to the community<br />
and to create efficient and effective building alongside the modernisation operation.<br />
In progress<br />
The restoration of 26 secondary schools<br />
was begun during the <strong>2008</strong>/09 school<br />
year, added to the 4 already<br />
modernised. The second phase of the<br />
<strong>programme</strong> will run during the 2009/10<br />
school year, with the implementation of<br />
projects in over 74 schools, with<br />
planned activities in 330 schools by<br />
2015.<br />
The overall investment<br />
planned is €940 million,<br />
with a peak investment of<br />
€193 million in <strong>2010</strong>.<br />
60% of the investments<br />
will be guaranteed by<br />
community financing<br />
(NSFR), state and local<br />
authority budgets.<br />
37
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
High Speed Internet<br />
The objective is to guarantee high Internet access speeds for all computers. To implement this objective, local<br />
area networks will be developed so that all classrooms can have broadband Internet access.<br />
In progress<br />
It is planned to increase bandwidth in<br />
all schools so that it exceeds 48 Mb.<br />
Technological Kit<br />
To guarantee that school equipment is the most technologically modern, the Government launched six<br />
international tenders for the purchase of 310,000 computers, 9,000 interactive boards and 2,500 videoprojectors.<br />
The objective is to improve the ratio of pupils to computers with broadband Internet connections.<br />
In progress<br />
Change from a ratio of 16 pupils per<br />
computer in 2005, to 5 students per<br />
computer already during this year, and<br />
to 2 students per computer in <strong>2010</strong>,<br />
guaranteeing one video projector per<br />
class room and an interactive board for<br />
every 3 class rooms.<br />
ICT Academies<br />
The development of technological company training centres, with the objective of improving skills and the<br />
employability of students is a measure which enables improving students' curricula to incorporate skills<br />
associated with industry training and certification. This project, called ICT Academies, creates an important<br />
connection with the private sector, with the participation of 7 reference companies. An agreement has already<br />
been signed for the creation of the first 30 ICT Academies in schools, providing training in technologies,<br />
equipment and applications for students, pupils, non-pupils and for the whole education community.<br />
In progress<br />
ICT Placements<br />
The ICT Placements Project, which promotes training in real work environments for students on professional<br />
ICT courses in national and international reference technological companies, mobilised the interest of 30<br />
economic and knowledge companies.<br />
In progress<br />
During the <strong>2008</strong>/2009 school year, 300<br />
placements were provided, in <strong>Portugal</strong><br />
and overseas, for the best students on<br />
courses in the ICT area. The objective<br />
of this project is to widen the<br />
<strong>programme</strong> to include more companies,<br />
promoting more placements.<br />
38
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
e.escola and<br />
e.escolinha<br />
Launch of the e.escolinha <strong>programme</strong> providing access to "Magalhães” computers for 1 st cycle pupils, free or<br />
at a reduced price; recent extension of the e.escola <strong>programme</strong> to 2 rd and 3 rd cycle students for the acquisition<br />
of a laptop computer with broadband Internet access under advantageous conditions.<br />
In progress<br />
The objective of this measure is to<br />
encompass 500 thousand pupils in the<br />
1 st cycle (free for 1 st cycle pupils in<br />
social school work and reduced prices<br />
for the other pupils) and 380 thousand<br />
pupils in the 3 rd cycle.<br />
Higher<br />
Education<br />
Reinforcement of the<br />
Higher Education<br />
budget, competition<br />
based<br />
Promotion of the<br />
development of<br />
higher education<br />
institution consortia.<br />
Reinforcement of the Higher Education budget, competition based<br />
To promote the development of university institution consortia, specifically with the participation of scientific<br />
institutions, and the creation of polytechnic institution consortia with regional coverage, reorganising their<br />
training provision.<br />
In progress<br />
In preparation<br />
-<br />
Establishing new Consortia using<br />
competitive selection processes.<br />
Strengthening the<br />
internationalisation<br />
of higher education<br />
Support for the<br />
transition to the new<br />
founding regime for<br />
public institutions<br />
which have required<br />
it<br />
Strengthening the<br />
quality of higher<br />
education<br />
Guaranteeing the development of processes in progress for the internationalisation of higher education,<br />
particularly with regard to the international partnerships already initiated.<br />
Support for the transition to the new foundational regime for public institutions which have required it, in the<br />
context of the Legal Regime for Higher Education Institutes (RJIES).<br />
Strengthening the quality of higher education, particularly through the action of the new <strong>National</strong> Agency for<br />
Evaluation and Accreditation.<br />
In progress<br />
In progress<br />
In progress<br />
Commencement of operations of the<br />
new <strong>National</strong> Agency for Evaluation<br />
and Accreditation.<br />
39
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Reinforcement of the<br />
entrance and<br />
attendance<br />
conditions for higher<br />
education<br />
Reinforcement of the entrance and attendance conditions for higher education: Review of the student-worker<br />
status, part-time student regime, access to the attendance of single disciplines, review of special access<br />
regimes, review of the regulation of social work grants, extension of the system of loans with mutual<br />
guarantees launched at the end of 2007, guaranteeing their consolidation in Portuguese society, extension of<br />
merit grants, complementing the social work grant for Erasmus students, regime of curriculum and<br />
professional placing.<br />
In progress<br />
New legal acts being produced and<br />
approved.<br />
Extension of the<br />
provision of<br />
Specialised<br />
Technology Courses<br />
(CET)<br />
Development and<br />
improvement of the<br />
new system for<br />
monitoring<br />
employment demand<br />
in <strong>Portugal</strong><br />
Extension of the provision of Specialised Technology Courses (CET) in higher education institutions,<br />
focusing on Polytechnic Institutions.<br />
Development and improvement of the new system for monitoring employment demand in <strong>Portugal</strong>. Launched<br />
in September 2007, through analysis of courses and institutions in employment centres offices. The obligation<br />
expressed in the legal framework for Higher Education Institutions will also be strengthened by higher<br />
education institutions publishing information about the employment of their recently qualified graduates.<br />
In progress<br />
In progress<br />
Support for the continuation of new<br />
CETs.<br />
Programme of new<br />
university residences Launch of a <strong>programme</strong> of new university residences. Being implemented<br />
Review of legal<br />
regimes for distance<br />
higher education and<br />
artistic higher<br />
education<br />
Review of legal regimes for distance higher education and artistic higher education, in the light of improved<br />
international practices, after international evaluation and public auditions.<br />
Being implemented New acts to be approved in 2009.<br />
Reform of higher education and its relationship with the labour market<br />
40
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Continuation of the<br />
<strong>reform</strong> of higher<br />
education<br />
Stimulate Youth<br />
Mobility<br />
New Opportunities Initiative<br />
New Opportunities<br />
Initiative Structuring<br />
Measures<br />
There will be continued support for the implementation by the higher-education authorities as to the<br />
legislative <strong>reform</strong> carried out over recent years, aimed specifically at concluding the adaptation of the<br />
university and higher education certification system into the Bologna Process (currently 90% accomplished),<br />
with a view to guaranteeing Portuguese qualification in the <strong>European</strong> area, promoting equal higher education<br />
access opportunities, improving attendance and completion of higher-education courses, attracting a new<br />
groups, all done through a logical lifelong learning process which improves school social activity. It is further<br />
intended to decisively stimulate international mobility of students and teachers alike. In progress<br />
The overall objective is to gather the knowledge of different cultural identities, promoting the mobility of<br />
young people between regions and countries. For this purpose, the International Work Camps (IWC) will<br />
continue to be implemented and be supported by various entities, with support from the Portuguese Youth<br />
Institute (PYI) and the Agency for the Youth in Action Programme, functioning as exchange programs for<br />
youths from various different countries. International volunteer groups will be another way of promoting this<br />
mobility <strong>programme</strong>, as well continuing the effective relationship of offering youth-based tourism via the<br />
Movijovem cooperative. Target audience: Young persons between 12 and 30 years of age (18 - 30 in the<br />
IWC)<br />
In progress<br />
Continue to develop instruments and processes whilst taking into account the structural layout of relevant and<br />
certified offers, providing the means to achieve the desired results for the New Opportunities Initiative.<br />
In preparation<br />
External Evaluation<br />
of the New<br />
Opportunities<br />
Initiative<br />
Reform of Vocational Training<br />
Structure a relevant<br />
and certified offer<br />
To evaluate the proposal’s policies, the implementation’s structure and the procedures utilised in its<br />
substantiation, as well as the quality of the obtained results and the degree of satisfaction and, lastly, to<br />
produce or improve system monitoring tools that will allow evaluation of procedures and results to be<br />
achieved on a permanent basis.<br />
The structuring of this offer intends to: (i) increase training relevance for the competitiveness, modernisation<br />
and innovation capacities of companies, (ii) increase access to training, specifically on the part of active<br />
workers; (iii) enhance individual qualifications at school and professional levels.<br />
In progress Evaluation Report in 2009.<br />
In progress<br />
1st version of the <strong>National</strong> Catalogue of<br />
Qualifications, launching the<br />
foundation for the new qualifications<br />
production model based on<br />
competencies, taking into account<br />
<strong>European</strong> orientations in terms of the<br />
<strong>European</strong> Qualifications Framework<br />
(EQF) and the <strong>European</strong> Credit system<br />
for Vocational Education and Training<br />
(ECVET).<br />
Application of the dual certification<br />
principal.<br />
Expansion and consolidation of the<br />
41
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Promote Training<br />
Quality<br />
<strong>National</strong><br />
Qualification System<br />
With the objective of improving the quality of training and the results obtained, with the intention of<br />
promoting an accreditation and quality system through an effective network of active professionals, as well as<br />
having the technical and pedagogical capacity of training entities and the persons thus trained themselves.<br />
Create and implement the <strong>National</strong> Qualifications System in unison with the <strong>European</strong> Qualifications<br />
Framework, thus assuming the objectives already affirmed in the New Opportunities Initiative, promoting the<br />
instruments necessary for its effective execution and organisation, in unison with financial instruments,<br />
namely by the <strong>National</strong> Strategic Reference Framework (NSRF).<br />
In preparation<br />
In preparation<br />
Recognition, Validation and<br />
Certification of Competences (RVCC)<br />
mechanism.<br />
- Reform of the accreditation and<br />
quality system, in the sense of<br />
accreditation obtained from the<br />
Portuguese Quality System, promoting<br />
the association between the seal of<br />
quality and the certification process of<br />
the training entities. The certification<br />
will be clarified and simplified and<br />
accompanied by the constitution of a<br />
group of external auditors administered<br />
by the General Directorate for<br />
Employment and Labour Relations<br />
(DGERT).<br />
- Capacitate and rationalise the operator<br />
network via the creation of centres of<br />
excellence that operate at heightened<br />
efficiency in the identification and<br />
response to company and worker needs<br />
and also act as pivots in the<br />
improvement of general quality<br />
standards.<br />
- Qualification of the Trainers<br />
themselves via the creation of efficient<br />
mechanisms of constant adaptation and<br />
improvement towards new references<br />
and necessities, being the responsibility<br />
of the <strong>National</strong> Trainer Qualification<br />
Centre (CNQF).<br />
Publish the decrees that regulate the<br />
<strong>National</strong> Qualifications Framework, the<br />
individual competency register model<br />
and its registration process, vocational<br />
training certification, and the<br />
orientation needed for qualification and<br />
for employment.<br />
Access to the<br />
Professions<br />
Regulation System<br />
The basic objective of the Access to Professions Regulation System is to create access regulations in which<br />
proof of professional capacities for the practicing of certain professions is obligatory.<br />
In preparation<br />
Publish the decree-law project that<br />
regulates the Access to Professions<br />
Regulation System.<br />
42
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Professional Advanced Training and Management (POPH)<br />
Training-action<br />
<strong>programme</strong><br />
Innovation and<br />
management training<br />
Public<br />
administration<br />
training<br />
Promote modernisation, organisational innovation and management of micro, small and medium-size<br />
companies and other entities, via training programs.<br />
Group of formative responses introduced into business strategies that are aimed at maximising capacities and<br />
creating professional enhancement conditions for company employees and/or for other entities.<br />
Formative responses that are aimed at improving opportunities for the creation of professional enhancement<br />
conditions for Public Administration employees.<br />
Promote the creation of jobs, thereby preventing and fighting against unemployment<br />
Target <strong>2010</strong>: NO. of companies and<br />
other entities that successfully<br />
formulate strategic development plans<br />
= 12550.<br />
Target <strong>2010</strong>: NO. of employees that<br />
have completed training programs =<br />
97100<br />
Target <strong>2010</strong>: NO. of employees that<br />
have completed training programs =<br />
54,800<br />
Specific<br />
entrepreneurship<br />
backing<br />
Promote the creation of jobs and business ventures, namely those that encounter the greatest socioprofessional<br />
insertion difficulties, specifically for youths, the unemployed and those persons in disadvantaged<br />
social situations. Promote the transition from an inactive to an active life, namely through vocational training<br />
programs that are aimed at creating conditions for the promotion of employability for youths looking for their<br />
first job.<br />
In progress<br />
Target <strong>2010</strong>: NO. of jobs created =<br />
11,600; Target <strong>2010</strong>: NO. of trainees<br />
integrated into jobs after completion of<br />
traineeship = 35,000.<br />
Plan for the<br />
Integration of<br />
Immigrants<br />
UNIVA Immigrant Network: Network of 27 UNIVA units, aimed at immigrants (25 Associations + 2<br />
<strong>National</strong> Immigrant Support Centres (CNAI):<br />
In progress<br />
26 UNIVA units in operation; 13,192<br />
people attended to (Jan to Aug);<br />
Results likely up until <strong>2010</strong>: 18,000<br />
people attended to per year; + 50%<br />
placement (in jobs or training)<br />
Recognition of Qualifications: The creation of Advice Bureaus for the recognition of qualifications. In progress Six Universities with Advice Bureaus<br />
for immigrant students; 424 higherlevel<br />
equivalence/recognition<br />
qualification grants obtained in<br />
Countries not belonging to the EU.<br />
Financial support from<br />
the IEFP.<br />
Cooperation with the<br />
Director General for<br />
Higher Education<br />
(DGHE) and the<br />
Universities; the opening<br />
of a Bureau in <strong>National</strong><br />
Support Centres is<br />
expected; the existence of<br />
a specific Decree for<br />
foreign doctors.<br />
43
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Intervention<br />
Programs for the<br />
Unemployed<br />
Unemployed young persons (23-30 years of age): Programme that considers three types of approach in<br />
relation to employability profiles: (1) orientation for education/training pathways within the New<br />
Opportunities Initiative framework; (2) orientation for the RVCC system and/or vocational training<br />
trajectories; (3) orientation for integration into vocational training programs or for supporting integration into<br />
the jobs market, with help from others or of the employee’s on accord.<br />
In progress<br />
Target <strong>2010</strong> (accumulated)<br />
physical: 140,000 persons;<br />
financial: 255,000,000 €<br />
Unemployed (31-54 years of age): Programme aimed at job market integration and/or guidance for<br />
occupational activities, vocational training activities or professional orientation interventions.<br />
In progress<br />
Target <strong>2010</strong> (accumulated)<br />
physical: 305,000 persons;<br />
financial: 430,000,000 €<br />
Unemployed Adults (55+ years of age)<br />
In progress<br />
Target <strong>2010</strong> (accumulated)<br />
physical: 101,000 persons<br />
financial: 100,000,000 €<br />
PROMOTE A BALANCE BETWEEN FLEXIBILITY AND SAFETY IN THE WORKPLACE, AS WELL AS AN IMPROVEMENT IN WORKING CONDITIONS<br />
<strong>National</strong> Strategy for<br />
Occupational Health<br />
and Safety, <strong>2008</strong>-<br />
2012<br />
Instrument for the reinforcement of employee health and safety standards, sharing the central objective of<br />
significantly reducing accidents sustained at work and also that of professional illnesses, taking national<br />
figures as its first point of reference, seeking out structures so as to be able to better and more effectively<br />
comply with the law on the part of micro, small and medium-size businesses; those that make up the<br />
overwhelming majority of our business community.<br />
In progress<br />
Encourage company<br />
adaptability for the<br />
reconciliation of<br />
professional activity<br />
within personal and<br />
family life.<br />
Amendments to the Labour Code in respect to promoting the maintenance of working hour duration limits,<br />
with an increase in flexibility through collective bargaining within collective work contracts, or by internal<br />
company decisions which concentrate on the possible introduction of “time banks”. Alterations in the labour<br />
code in respect to promoting reconciliation between professional activity and personal and family life, namely<br />
through parenting consent and the reinforcement of measures offered for aiding parenthood and giving<br />
assistance to parents and children alike.<br />
In progress<br />
Regulated and appropriated by the<br />
Portuguese business community via its<br />
incorporation into business<br />
management.<br />
44
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Creation of<br />
employment policies<br />
specific to certain<br />
areas of activity<br />
Required integration into specific laws: (i) policy for working at home; (ii) naval and highway transport work<br />
policies.<br />
In progress<br />
The Right to<br />
Vocational training<br />
Amendments to the Labour Code, promoting the implementation for the ‘right to training’, via: (i)<br />
clarification of the student work statute; (ii) adaptation of the "training clause", establishing the mandatory<br />
character of admitting entry for youths of up to 18 years of age, not having completed basic school education,<br />
being thereby subjected to enrolling in the educational training system; and (iii) reinforcing the right to<br />
continuous vocational training and the adaptation to mechanisms for its successful accomplishment, such as,<br />
for example – comparing the frequency of RVCC processes to continuous training; allowing the accumulation<br />
of annual minimum training programs on the part of companies; allowing for these arrangements, relative to<br />
training, to be adapted for collective recruitment and so that the issuing of training certificates becomes<br />
mandatory.<br />
In progress<br />
Regulated and appropriated by the<br />
Portuguese business community via its<br />
incorporation into business<br />
management.<br />
Promote collective<br />
business activity<br />
Collective Work Conventions: 1 – Alteration of the current legal framework in relation to the law and that of<br />
the IRCC and individual work contracts, defining that the work contract regulatory legal standards can be<br />
disregarded by the IRCC, when: (i) they result in the contrary; (ii) are more favourable to workers, when they<br />
respect the following topics: a) personality, equality and non-discrimination rights; b) parenting protection; c)<br />
child labour; d) workers with reduced capacity workload, having chronic disability or illness; e) student<br />
workers; f) obligation on the part of the employer to supply information; g) limits to the duration of normal<br />
daily and weekly work periods; h) minimum duration of free time, including the minimum duration of annual<br />
holidays; i) maximum working time periods for night workers; j) types of performance bonuses and wage<br />
guarantees; k) the area of health, cleanliness and safety; l) accidents at work and professional illnesses; m)<br />
transference between companies or establishments; n) the rights of the elected work representatives. 2 –<br />
Alteration of the outmoded and out-of-date collective work convention policies.<br />
In progress<br />
Arbitration Mechanism for Collective Work Conventions: The creation of a necessary arbitration mechanism,<br />
actionable at the request of one of the parties, for guaranteeing the future of the collective work conventions.<br />
In progress<br />
45
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Cessation of work<br />
contract<br />
Simplify and reduce the time span of individual dismissal procedures which are currently in force, without<br />
reducing any legal protection given to workers: Redefine the list of work contract cessation modalities within<br />
the current legal framework, in respect of covering the following list of modalities: (i) expiry; (ii)<br />
cancellation; (iii) dismissal for reason attributable to the worker; (iv) collective dismissal; (v) dismissal<br />
because of discontinuation of the work position; (vi) dismissal because of inadaptability; (vii) the decision of<br />
the worker; (viii) rescission on the part of the worker.<br />
In progress<br />
Strengthen<br />
pedagogical,<br />
inspection and<br />
repression<br />
instruments<br />
Alteration of the current legal framework so as to: (i) widen the scope of sanction applications; (ii) appeal<br />
against sanctions; (iii) establish dissuasive mechanisms for the non-fulfilment of compensations, via<br />
rendering of guarantees; (iv) reinforce the framework of accessory sanctions; (v) simplify the administrative<br />
process of administration offence procedures; (vi) reinforce the ACT examination frameworks; (vii) reinforce<br />
the ACT personnel upper-level technical support and administrative framework.<br />
In progress<br />
Aim: Examination framework: 400 in<br />
2009 with subsequent annual<br />
reinforcement in order to assure the<br />
permanency of this value.<br />
Aim: Upper-level technical support<br />
and/or administrative personnel<br />
framework: a minimum of 50 staff per<br />
year up until <strong>2010</strong>.<br />
Adaptation of the<br />
social protection<br />
system<br />
Adoption of the following measures: (i) promotion of more efficient and balanced regulations as to the costs<br />
and salaries of different types of work (modulation of social security contributions and incentive for the<br />
contracting of permanent staff); (ii) intervention in the independent workers social protection policy,<br />
approximating it to third-party workers / wage earners as much as possible (alteration based on contribution<br />
rates) and (iii) unification of independent worker protection schemes, with the existence of only one that has a<br />
material protection range that actually integrates the widened protection policy (family contributions,<br />
sickness, pregnancy, parenthood and adoption, professional illnesses, disability, old age and death).<br />
In progress<br />
46
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Adaptation of active<br />
Company policies<br />
Adoption of the following measures: (i) support the conversion of turning independent work into permanent<br />
contracts (reduction of social security contribution payments); (ii) support the permanent contracting of<br />
young people, supporting the conversion of independent work or contracts into permanent contracts,<br />
facilitating the transition to an active life (exemption from social security contributions, financial incentives<br />
for the contracting of youths, reinforcement of trainee programs, creating a specific measure for supporting<br />
development of business initiatives in active higher growth potential sectors; (iii) facilitate the unemployedemployed<br />
transitional process, preventing and combating long-term unemployment (exemption from making<br />
social security contributions, financial incentives for the contracting of DLD, support for the development of<br />
business initiatives at social level, spreading the creation of prime jobs, broadening of the micro-credit tool):<br />
(iv) support entry into the jobs market for persons older than 55 years of age (exemption and reduction of<br />
paid social security benefits and the creation of a senior voluntary <strong>programme</strong>); (v) support entry into the jobs<br />
market of underprivileged people (exemption from paying social security, supporting the development of<br />
“insertion jobs”); (vi) promote progressive approximation employment modalities (create the “social activity<br />
contract" and the "job-insertion contract").<br />
In preparation and /<br />
or in progress<br />
Fighting against<br />
dependency and the<br />
segmentation of work<br />
markets<br />
In the sense of fighting against illegal dependency, thereby reducing legal dependency and improving social<br />
protection of independent workers, acknowledging that recourse to atypical forms of employment, necessary<br />
for company activity and the development of the economy, must not constitute a means of by-passing the<br />
Law, hence proposing an alteration to the presumption of work contracts and therefore the creation of new<br />
and very serious violations of the law in relation to the dissimulation of work contracts in order to permit an<br />
effective usage control of . Limit the admissibility of fixed-term<br />
contracting; in the case of the opening of new establishments, those belonging to companies of less than 750<br />
employees, thereby reducing the duration of fixed-term contracts to 3 years, applying this limit to the group<br />
of fixed-term or temporary contracts for the job position in question, or the providing of services for the same<br />
purposes, signed between a worker and the same employer or employers, amongst which there exists a title or<br />
group associate relationship.<br />
In progress<br />
Reinforcement of Social Cohesion<br />
<strong>National</strong> Strategy for<br />
Social Protection and<br />
Social Inclusion<br />
<strong>2008</strong>-<strong>2010</strong><br />
The <strong>National</strong> Strategy of Social Protection and Inclusion identifies various inclusive policy promotion<br />
initiatives that articulate the <strong>National</strong> Action Plan on Social Inclusion <strong>2008</strong>-<strong>2010</strong>, the Strategy for Pensions<br />
and the <strong>National</strong> Plan for Health Care and for Long-Term Care.<br />
In preparation<br />
This strategy includes the following<br />
initiatives:<br />
- Minimum Guaranteed Monthly Salary<br />
- Social Insertion Income (SII)<br />
- Joint Old-age Supplement Payment<br />
- Family Support Policies<br />
47
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Reform of primary<br />
health care<br />
Development of organisational changes in the provision of primary health care at Quality and organisational<br />
change level, as well as hospital Governance and knowledge management in addition to Sustainability and<br />
Development.<br />
In progress<br />
Family Health Units (FHU) – unit<br />
installed into the health centre system<br />
and bestowed with technical and<br />
functional autonomy, composed of a<br />
multi-professional team, established<br />
using a lighter and more flexible<br />
organization model, aimed at providing<br />
proximity and quality health care to<br />
individuals and families alike.<br />
Objectives: 150 FHU’s by the end of<br />
<strong>2008</strong> and 250 FHU’s by the end of<br />
2009. The 142 FHU’s already in<br />
operation give family medication to<br />
around 200 thousand new users.<br />
Health Centre Groupings (ACES):<br />
within the scope of Primary Health<br />
Care Reform, envisaging organisational<br />
restructuring via the formal constitution<br />
of 74 ACES by the end of <strong>2008</strong>. Direct<br />
benefits are gained from the role of this<br />
new structure in the efficient<br />
coordination and management of<br />
‘ACES’ resources and the<br />
implementation of best practices,<br />
specifically at medical governance<br />
and management control levels.<br />
Objective: formal constitution of 74<br />
ACES up until the end of <strong>2008</strong>, without<br />
prejudice to the implementation process<br />
extended out into 2009.<br />
48
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Promotion of Gender<br />
Equality<br />
IV <strong>National</strong> Plan for Equality: Citizenship and Gender (2007-<strong>2010</strong>); III <strong>National</strong> Plan against Domestic<br />
Violence (2007-<strong>2010</strong>); I <strong>National</strong> Plan against Human Trafficking (2007-<strong>2010</strong>)<br />
Within the scope of the POPH, making available a group of interventions that envisage the development of a<br />
governance system that considers the scope of gender equality, the promotion of gender equality and<br />
integrated prevention for victims of discrimination, done so via supporting the organisational change of hence<br />
included organisations, training, information disclosure activities and also by providing support to female<br />
business ventures.<br />
In progress<br />
Target <strong>2010</strong>:<br />
- NO. of people covered by projects<br />
promoted by NGOs / non-profit making<br />
institutions = 5443<br />
- NO. of persons involved in business<br />
plans for equality = 907<br />
- NO. of companies formed by women<br />
= 1059<br />
- NO. of NGOs supported with projects<br />
promoting gender equality = 83<br />
- NO. of persons who have concluded<br />
gender violence training activities =<br />
636<br />
PROMOTE AN INTELLIGENT COUNTRY<br />
City Policies<br />
Urban Networks for<br />
Competitiveness and<br />
Innovation<br />
Thus aimed at supporting the affirmation of cities, where those of us who utilise knowledge networks,<br />
innovation and competitiveness at national or international levels, promote the strengthening of the cities’<br />
higher economic functions via the attainment of threshold and synergetic networks for the qualification of<br />
technological infrastructures and the development of innovative and competitive activity attraction factors,<br />
stimulating cooperation between Portuguese cities and scientific and higher-level education institutions, for<br />
the shared valued estimation of shared resources, potential and knowledge, thereby valuing the differentiating<br />
factors, promoting the insertion of cities into international networks and affirming overall international<br />
images, further optimising the potential of infrastructure and equipment from a network level perspective.<br />
In progress<br />
Affirmation of interurban cooperation<br />
practices. Development (up until 2015)<br />
of around 40 city network Strategic<br />
Programs. These Urban Networks will<br />
be able to adopt a territorial or a<br />
thematic character, with the interurban<br />
Strategic Cooperation Programs having<br />
an overall duration of 4 years, which<br />
are, within the sequence of the opening<br />
of public tenders, part of the urban<br />
community and other urban activities<br />
initiative.<br />
In October <strong>2008</strong>, the first<br />
public tenders for Urban<br />
Network Strategic<br />
Programs for<br />
Competitiveness and<br />
Innovation were thereby<br />
closed.<br />
49
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Urban regeneration<br />
partnerships<br />
This measure sets out a structured and formal cooperation process between those entities proposing the<br />
preparation and implementation of a common Action Programme for the regeneration of a specific area<br />
within a city. This is aimed at promoting social cohesion and inclusion, the integration and equality of<br />
opportunities for the different communities within the city, stimulating socio-economic revitalisation of<br />
degraded urban areas, qualifying urban environment and other determinant factors in terms of the quality of<br />
life of the population, reinforcing the attractiveness of cities via the preservation and giving of value to urban<br />
areas of excellence, reinforcing participation by citizens and innovating new forms of urban governance via<br />
the cooperation of various active urban entities.<br />
In progress<br />
Structuring of Local Partnerships for<br />
Urban Regeneration programs. Support<br />
(up until 2015) of around 65 urban<br />
regeneration Action Programs. The<br />
Action Programs last for 3 years and<br />
are, within the sequence of the opening<br />
of public tenders, part of the urban<br />
community and other urban activities<br />
initiative.<br />
Within the scope of the<br />
first public tender carried<br />
out in <strong>2008</strong>, 23<br />
Partnership Action<br />
Programs have already<br />
been selected for the<br />
Urban Regeneration<br />
<strong>programme</strong>.<br />
Innovative Actions<br />
for Urban<br />
Development<br />
Destined for the support of pilot projects that are to be applied within Portuguese cities, thereby aimed at<br />
developing or transferring solutions that still have not been tested over national territory or, having had<br />
positive results, lacked any sort of application on a broadened scale and therefore not having motivated any<br />
form of replication. The privileged thematic areas are: the providing of local services; urban accessibility and<br />
mobility; safety, risk prevention and combat against crime; management of public areas and buildings;<br />
sustainable construction; the urban environment; creativity and entrepreneurship, with the giving of value to<br />
regional resources; and urban governance with the increased participation of citizens and financial entities.<br />
In progress<br />
Target 2015: Support to 75 pilot<br />
projects<br />
50
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
SINERGIC - LAND<br />
Registration -<br />
<strong>National</strong> System for<br />
the Exploration and<br />
Management of<br />
Geographic<br />
Information<br />
The intention, via a coordinated process, is the efficient and sustained promotion and execution, management<br />
and exploration of registration data - the fundamental component of national geographic information,<br />
establishing database information for other types of data and for information structures that have localisation<br />
data as a common reference. The existence of a registration process will act as transversal support to many<br />
types of databases and information structures, establishing itself as a key vector for the administrative<br />
modernisation and streamlining of processes and procedures, as well as increasing the transparency of<br />
decisive public processes.<br />
Territorial Organisation: Information Infrastructures<br />
In preparation<br />
The existence of land registration in<br />
<strong>Portugal</strong>, establishing itself as an<br />
indispensable tool for regional,<br />
environmental (particularly farming<br />
and forestry), financial and public work<br />
projects organisational policies. The<br />
first three years over the carrying out of<br />
the project will consist of the gathering<br />
of registration information in reference<br />
to administrative subdivisions where<br />
established Forest Intervention Zones<br />
(ZIFs) are encountered or are in the<br />
process of construction.<br />
<strong>National</strong> System of<br />
Territorial<br />
Information (SNIT) /<br />
Town and Country<br />
Planning Portal<br />
This project covers the on-line access of land planning tools, with the on-line availability of systemised<br />
alphanumeric and graphical information regarding the land management system via the DGOTDU website,<br />
which includes the ability to consult the current land management tools, verify the state of play of the<br />
respective preparation, alteration and revision procedures, as well as provide collaborative platforms for<br />
tracking land management procedures.<br />
In progress<br />
Development of the Land Management<br />
Collaborative Platform;<br />
dematerialisation of preparation<br />
processes, approval, registration and<br />
publication of the General Labour<br />
Inspectorate (GLI); improvement as to<br />
access of GLI information on the part<br />
of the citizen.<br />
Virtual maps<br />
Based on the agreement between the Portuguese Geographical Institute and Microsoft who provide aerial<br />
images of the entire country through the Virtual Earth platform, the central public administration benefits<br />
from the free licensing of the Virtual Earth programming interface which offers an enormous potential<br />
resource for the organisation, management and exploration of Geographical Information on the part of<br />
Administration, providing interaction between various Public Administration organisms in addition to the<br />
relationship with its own Citizens and also towards the development of highly innovative services.<br />
Re-qualification and Valorisation of Endogenous Resources<br />
In progress<br />
The incorporation of geographic<br />
information (GI) within the public<br />
administration (PA) – at central and<br />
regional level – whether by means of<br />
visualisation or by the integration of its<br />
systems into specific functions. The<br />
creation of land homogeneousness<br />
through the utilisation of GI. Reduction<br />
in duplications and redundancies<br />
through the production of GI within the<br />
PA. Greater facility in the upgrading of<br />
the 1:10,000 map design produced by<br />
the town municipalities and their<br />
associations. Growth of the GI services<br />
market.<br />
51
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Integrated Requalification<br />
and<br />
Valorisation<br />
Operations of the<br />
Coastal region -<br />
'Polis Littoral'<br />
The essential objectives of these interventions are to maximize environmental resources as a competitive<br />
factor via the valorisation of economic activities connected to coastal area resources, being associated with<br />
the preservation of natural resources; to protect and re-qualify the coastal area, taking into account that of<br />
coastal defence, the promotion and conservation of nature and biodiversity, the naturalisation and restructuring<br />
of lagoon regions and also the preservation of natural and landscape heritage; guard and defend<br />
the public, goods and natural risk systems; promote public enjoyment of the coastline, supported by the requalification<br />
of bathing regions and environmental and cultural heritage. Three areas have already been<br />
defined for priority intervention: Litoral Norte, Ria de Aveiro and Ria Formosa.<br />
In progress<br />
Prevention of risks associated with<br />
coastal activity. Creation of<br />
infrastructural conditions and the<br />
implementation of management models<br />
which provide value to littoral<br />
potentialities.<br />
PROVERE –<br />
Programme for the<br />
Economic<br />
Valorisation of<br />
Endogenous<br />
Resources<br />
Tool for stimulating economic agent initiatives, orientated at the improvement of regional competitiveness in<br />
low density areas, aimed at giving greater economic value to endogenous resources.<br />
In progress<br />
Examinations carried out for the<br />
financing of preparatory actions, of<br />
which 19 candidates out of 65 where<br />
approved.<br />
A public bid will be<br />
launched, up until the end<br />
of <strong>2008</strong>, for the formal<br />
acceptance of PROVERE<br />
Plans of Action, such as<br />
Collective Efficiency<br />
Strategies that will start<br />
to be put in place from<br />
the first quarter of 2009.<br />
52
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Continuation of the<br />
implementation of<br />
the Rural<br />
Development<br />
Programme<br />
(PRODER)<br />
Continuation of the implementation of the Rural Development Programme (PRODER) so as to substantiate<br />
the <strong>National</strong> Strategic Rural Development Plan for the 2007/2013 Period.<br />
In progress<br />
Continuation of the implementation of<br />
the Rural Development Plan<br />
(PRODER) so as to substantiate the<br />
<strong>National</strong> Strategic Rural Development<br />
Plan for the 2007/2013 Period,<br />
considering 6 measures and 15<br />
activities which are aimed at the<br />
"promotion of competitiveness"; 4<br />
measures and 19 activities aimed at<br />
"sustainable management of rural<br />
areas"; 5 measures and 7 activities<br />
aimed at "stimulating rural areas"; 3<br />
measures and 4 activities aimed at the<br />
"promotion of the understanding and<br />
the development of competencies”.<br />
Around 35% of the <strong>programme</strong><br />
activities are currently in progress.<br />
Implementation of<br />
the <strong>National</strong> Strategy<br />
for the Sea<br />
Implementation of the <strong>National</strong> Strategy for the Sea, encompassing the following Programmes:<br />
1. Planning and Organisation of Marine Space and Activities.<br />
2. Sea-specific network of Information and Knowledge.<br />
3. Surveillance, Safety and Defence of the Sea.<br />
4. Communication and Awareness of the Sea.<br />
5. International Cooperation for the Sea.<br />
In progress<br />
Digital infrastructure – Broadband<br />
New Generation<br />
Community<br />
Networks<br />
Promote the creation of Community Networks such as broadband public networks in underprivileged regions<br />
or in areas where there is a lack of telecommunications infrastructure, namely where difficulties exist as to the<br />
introduction of New Generation Networks, i.e., those which have to be necessarily technologically neutral.<br />
Provide identical access to all operators through tenders for their subsequent development. It is equally<br />
intended to develop the utilisation of optical fibre networks already constructed within City and Regional<br />
Digital projects.<br />
In progress<br />
53
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
e-Science<br />
infrastructures<br />
Strengthening and development of new e-Science infrastructures which are thereby accessible throughout the<br />
entire country, including a high performance network for investigation and education (RCTS), scientific<br />
digital libraries, open access scientific data and information warehouses, the computational Grid and supercomputing,<br />
plus platforms for distance investigation work.<br />
In progress<br />
Continuation of the<br />
development of<br />
Internet Network<br />
space<br />
Development of “communitarian space”, based on the existing Internet Network, thereby creating, in a<br />
promotional manner, the connection between urban and rural communities with intramural and extramural<br />
activities, aimed at social interaction based on new technologies, the stimulating of the setting up of<br />
associations, electronic democracy and e-learning via use of the Internet.<br />
In progress<br />
Ciência Viva Centres<br />
Network<br />
The development of a network of Ciência Viva Centres as an infrastructure for the promotion of scientific and<br />
technological culture throughout the country in order to stimulate the interest of young people in taking up<br />
activities and scientific and technical careers, as well as for the facilitation in the appropriation of new<br />
technology and understanding by the public.<br />
In progress<br />
54
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
Offer of<br />
“Broadband” –<br />
Digital Terrestrial<br />
Television<br />
The launch of retail-based Naked DSL offers.<br />
DACA: The following results / impacts are to be carried out:<br />
• Digital transmission for Internet access, without monthly sign-up costs, on the part of the national general<br />
public, thereby providing, at the minimum, television <strong>programme</strong> transmission services via the current<br />
terrestrial analogue system;<br />
• Stimulation as to the development and understanding of the Information Technology Society via coverage<br />
and popularity of the terrestrial system;<br />
• Promotion of competition within the electronic communication sector, via the emergence of an alternative<br />
platform, for specific access to digital television;<br />
• More efficient utilisation of the radio-electric spectrum and liberation of the frequencies used by the<br />
analogue system, ideally to be concluded by 2012, as advocated by various communitarian instances;<br />
• The creation of suitable conditions for the development of new services;<br />
• Potential stimulus of the Portuguese content, application and equipment industry;<br />
Still under<br />
preparation<br />
See 2005-<strong>2008</strong> Measure:<br />
Development of the<br />
electronic<br />
communications system,<br />
with particular emphasis<br />
on the offer of<br />
"Broadband” digital<br />
terrestrial television.<br />
School Network<br />
School park<br />
recuperation<br />
<strong>programme</strong><br />
The Re-configuration of the network, through the perspective of the creation of school centres, assumes two<br />
distinct types of intervention, based on the territorial and social contexts in which they may found.<br />
The <strong>programme</strong> foresees the interventions as being carried out in urban and rural zones alike. Focused on the<br />
re-qualification / amplification or construction of one or more school centres in geographically central areas<br />
in relation to other basic schools from the 1° small dimensions cycle.<br />
The school park recuperation Programme is forecast for intervention within 600 schools by <strong>2010</strong>.<br />
In progress<br />
55
Measure<br />
Description<br />
Current<br />
status: in<br />
preparation<br />
/ in progress<br />
Expected results until<br />
<strong>2010</strong><br />
Notes<br />
56
PNACE 2005-<strong>2008</strong><br />
Results of Measures
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Creation of the<br />
figure of Financial<br />
Controller at each<br />
Ministry<br />
Procedures for<br />
improving<br />
compliance with<br />
the duty of<br />
information in<br />
terms of budget<br />
matters<br />
The FC seeks to<br />
encourage the improved<br />
management of public<br />
resources within the<br />
sector scope providing<br />
support to the sector<br />
Minister of the area in<br />
which they are inserted,<br />
planning domains, budget<br />
execution, commitment<br />
undertakings, rendering<br />
of accounts and reported<br />
obligations.<br />
Amendment of<br />
procedures to improve the<br />
quality and timely<br />
consolidation of<br />
information and reinforce<br />
budget control.<br />
Application of noncompliance<br />
sanctions by<br />
way of legal provisions<br />
introduced into budget<br />
laws, the Law on Local<br />
Finances and the Law for<br />
the Financing of Self-<br />
Governing Regions.<br />
Completed<br />
In progress<br />
The FC has fortified the budget consolidation strategy by rationalising public spending and<br />
supporting the implementation of better management practices. The early alert system has been<br />
used to notify the MEF of situations in which there are risks of non-compliance with budget goals.<br />
The FC has also monitored the undertaking of financial commitments.<br />
New measures in<br />
progress which seek<br />
to improve<br />
information on the<br />
accounts of<br />
Regional and Local<br />
Administrations, in<br />
particular that<br />
relating to<br />
indebtedness.<br />
2
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
PRACE: State<br />
Central<br />
Administration<br />
Restructuring<br />
Programme<br />
Promote the assessment<br />
of Ministries and<br />
respective services and<br />
proceed with definition in<br />
alignment with new<br />
organic correspondents.<br />
Seeks to contain primary<br />
running costs, rationalise<br />
and improve the quality<br />
of services offered<br />
Completed<br />
407 laws relating to the new organic legislation were published corresponding to a 26.2%<br />
reduction in the macro-structures of Central Administration (directorate-generals and public<br />
institutions) and a 24.9% reduction in micro-structures (service departments and divisions). In<br />
terms of management posts a 22.1% reduction was verified in upper management posts and a<br />
24.9% reduction in mid-level management posts.<br />
Revision of system<br />
of employment<br />
bonds, careers and<br />
remuneration of<br />
Public<br />
Administration<br />
employees<br />
Reduction in complexity<br />
of the forms of<br />
incorporating the legal<br />
relationship of public<br />
posts; introduction of a<br />
clear conceptual<br />
distinction between<br />
situations in which a list<br />
of nominated posts and a<br />
list of posts based on<br />
employment contracts for<br />
undetermined periods<br />
should be incorporated;<br />
reduction in the<br />
complexity of the type of<br />
careers and wage levels;<br />
creation of remuneration<br />
mechanisms associated<br />
with performance levels<br />
and taking into account<br />
the budget capacity of the<br />
State; creation of a<br />
relationship between the<br />
mechanisms of human<br />
resources' management<br />
and the needs of overall<br />
services' management.<br />
Completed<br />
Law No.12-A/<strong>2008</strong> of 27 February (new employment bond regimes, careers and remunerations in<br />
Public Administration). Regulated via the creation of the Single Wage Table (Regulatory Decree<br />
No.14/<strong>2008</strong> of 31 July) which is now based around 115 positions (instead of 22 tables and 522<br />
positions), plus the fusion of 1715 careers in 3 general regime careers (Decree-Law No.121/<strong>2008</strong><br />
of 11 July).<br />
3
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Revision of<br />
employee<br />
assessment system<br />
Revision of<br />
employee<br />
assessment system<br />
Conception of a<br />
service assessment<br />
system<br />
Reinforcement of<br />
management via goals,<br />
differentiation of<br />
performance and<br />
valorisation of excellence<br />
and merit<br />
Reinforcement of<br />
management via goals,<br />
differentiation of<br />
performance and<br />
valorisation of excellence<br />
and merit<br />
Assessment of results<br />
compared with goals<br />
stipulated reflecting the<br />
budget allocation of these<br />
services<br />
Completed<br />
Completed<br />
Completed<br />
The Assessment System (SIADAP) was revised by Law No.66-B/2007 of 28 December.<br />
The Assessment System (SIADAP) was revised by Law No.66-B/2007 of 28 December.<br />
The Assessment System was approved by Law No.66-B/2007 of 28 December.<br />
Convergence of<br />
Public<br />
Administration<br />
health subsystems<br />
Convergence of Public<br />
Administration health<br />
subsystems via the fusion<br />
of several health<br />
subsystems and the<br />
convergence of the<br />
remainder with ADSE<br />
general rules.<br />
Completed<br />
New measure in<br />
progress to<br />
rationalise public<br />
health subsystems<br />
in particular that<br />
regarding financial<br />
relations with the<br />
<strong>National</strong> Health<br />
Service (SNS)<br />
Medication Policy<br />
Reduction of expenses<br />
incurred in coparticipations<br />
and<br />
fighting fraud and<br />
wastage.<br />
in progress<br />
Measures implemented in 2007: 6% reduction in the price of medications, 5% reduction in<br />
maximum scale of co-participation and elimination of 10% enhancement of co-participation in<br />
generic medications. Estimated impact in 2007 of around €90m.<br />
Implementation of a new<br />
medication invoicing verification<br />
system from 2009 will improve<br />
system security enabling costs<br />
incurred in co-participations to be<br />
reduced (reduction estimated in<br />
5% a year).<br />
Convergence of<br />
public employee<br />
social protection<br />
regime with the<br />
general regime<br />
Extinction of 30 special<br />
retirement regimes and<br />
convergence of other<br />
social protection domains<br />
(sickness protection),<br />
envisaging the financial<br />
sustainability of the<br />
Completed<br />
The effects of the transposition of the Social Security General Regime <strong>reform</strong> principles occurred<br />
from January 2002. This measure contributed to the reduction of the risk of pension cost<br />
projections removing <strong>Portugal</strong> from the group of "high-risk" member-states benefitting the longterm<br />
sustainability of public finances.<br />
The obligation of<br />
employer<br />
contribution<br />
payments shall be<br />
extended to services<br />
integrated as of the<br />
2009 State Budget.<br />
4
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Public Employee Social<br />
Protection Regime.<br />
Transposition of Social<br />
Security General Regime<br />
<strong>reform</strong> principles.<br />
Reinforcement of<br />
justice system for<br />
private sector<br />
pensions and the<br />
promotion of active<br />
aging<br />
Approximation of actual<br />
retirement age to legal<br />
age (65 years) via the<br />
penalisation of early<br />
retirement, of the new<br />
classification for early<br />
retirement age due to<br />
long-term unemployment,<br />
reintroduction of bonus<br />
for extension of working<br />
life beyond the legal<br />
retirement age and<br />
introduction of<br />
sustainability factor.<br />
Completed<br />
- Law No.53-B/2006 of 29 December which instituted the Social Support Index (IAS) replacing<br />
the guaranteed minimum monthly income (RMMG) as a new fixing, calculation and revision<br />
referential for State support and established objective rules for the revision of the pensions of<br />
various social protection regimes.<br />
- Basic Social Security System Law (Law No.4/2007 of 16 January) which redefined the social<br />
protection model and its financial format.<br />
- Judicial Regime for the Protection of Invalidity and Old Age Eventualities of the Social Security<br />
General Regime (Decree-Law No.187/2007 of 10 May) which established a new social protection<br />
regime for the invalidity and old age of beneficiaries of the social security general regime, seeking<br />
to implement more appropriate measures to tackle the risks of demographic aging, namely, via the<br />
amendment of the rules of calculating old age and invalidity pensions.<br />
- Revision of social security financing model (Decree-Law No.367/2007 of 2 November) which<br />
established and develops the generic financing framework of the social security system.<br />
5
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Creation of the<br />
Citizen Card<br />
The Citizen Card shall<br />
integrate the current ID<br />
card and taxpayer cards<br />
health service user and<br />
social security<br />
identification into a single<br />
document and in the<br />
future also include their<br />
voting card. This<br />
initiative also seeks to<br />
simplify the data intake<br />
process when issuing<br />
residency permits and<br />
creates a single<br />
identification document<br />
for resident foreign<br />
citizens employing<br />
biometric techniques and<br />
the re-engineering of<br />
collection,<br />
personalisation, issuing<br />
and delivery procedures.<br />
In progress<br />
• Number of desks throughout all national territory issuing Citizen Cards: 312<br />
• 311,699 CC applications<br />
• 169,406 cards delivered to citizens<br />
* 100,875 with active licensed electronic signature (59.55%);<br />
Formality<br />
elimination &<br />
simplification<br />
<strong>programme</strong><br />
Registry office and notary<br />
public<br />
acts; licensing<br />
procedures; simplified<br />
taxation<br />
regimes; unification<br />
of initial<br />
enrolment declarations,<br />
modification and<br />
cessation of<br />
professional activities<br />
for tax and<br />
social security purposes<br />
In progress<br />
51,000 registrations of new owners via the Automobile Online Service (between September 2007<br />
and August <strong>2008</strong>);<br />
2,173 companies incorporated via the Company Online Service up to August <strong>2008</strong> (on average<br />
14.4 companies a day in August <strong>2008</strong>)<br />
More than 874,190 permanent company registration certificates issued via the Internet;<br />
More than 1,286,400 online publications of company acts of life<br />
Around 93% of national brand applications were made via the Internet in August <strong>2008</strong> via “Brand<br />
Online” (1,096 applications)<br />
More than 405,000 simplified business information (IES) forms sent in 2007 by companies to the<br />
State in a single issue and exclusively via electronic means.<br />
6
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Legislate Better<br />
Programme<br />
Definition of ex-ante<br />
assessment models of the<br />
administrative expenses<br />
of legislative initiatives<br />
and their adaptation to the<br />
principles of electronic<br />
administration<br />
In progress<br />
Health 24: 514 thousand contacts attended to;<br />
• Interoperability between<br />
DIGESTO judiciary databases<br />
(legal information processing and<br />
analysis system) and the judiciary<br />
information processing databases<br />
of the State.<br />
• Definition of a technological<br />
model for electronic<br />
reconstitution (substantial<br />
consolidation) of legislative texts.<br />
• Implementation and<br />
consolidation of open<br />
consultation procedures to be<br />
developed with Society, capable<br />
of promoting the effective<br />
participation of both citizens and<br />
companies.<br />
• Preparation of a practical guide<br />
to draw up the normative acts of<br />
Government.<br />
Application of the<br />
principle of the<br />
Sole Desk<br />
Application of the<br />
principle of the Sole Desk<br />
in projects such as:<br />
Company on time/Onthe-spot<br />
firm; Single<br />
Automobile Document;<br />
New generation of<br />
citizen's advice bureaus in<br />
conjunction with the<br />
citizen's web portal;<br />
Company Web Portal;<br />
<strong>National</strong> Health Service<br />
Customer Care Centre;<br />
Electronic Complaints<br />
On going<br />
I lost my<br />
Waller Desk:<br />
In progress<br />
Multiservices'<br />
Desk: In<br />
progress<br />
Third Age<br />
Desk: In<br />
progress<br />
(conception<br />
phase)<br />
2nd<br />
Generation<br />
Bureaus: In<br />
progress<br />
443 sole desks:<br />
83 "Home Ready" desks;<br />
101 "on-the-spot firm" / Empresa na Hora desks;<br />
21 “Inheritance” and “Divorce with Sharing" desks;<br />
162 “Single Automobile Document" desks;<br />
36 “Instant Association" desks;<br />
32 “Citizen Birth" desks;<br />
8 “Instant Branch" desks.<br />
Single Automobile Document:<br />
More than 5,132,000 issued since October 2005.<br />
162 Customer Care Desks in August, 191 in December <strong>2008</strong>.<br />
On-the-spot-firm (Empresa na Hora):<br />
More than 57,000 created since July 2005.<br />
101 Customer Care Desks in August, 117 in December <strong>2008</strong>.<br />
Around 70% of companies created in <strong>Portugal</strong> between January and June <strong>2008</strong> were Instant<br />
Companies.<br />
Average of 35 minutes to incorporate an Instant Company (average time in August <strong>2008</strong>).<br />
Increase the number of<br />
multiservices desks to citizens<br />
and companies<br />
Health 24: Reduce unnecessary<br />
medical urgency visits by at least<br />
25%<br />
Increase Homecare referrals to<br />
30% - self-help - with potential<br />
monitoring by Health 24<br />
according to guidance focusing<br />
on prevention and health<br />
promotion.<br />
7
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Citizen Birth:<br />
Total of 67,000 registrations.<br />
32 hospitals in August, 61 in December <strong>2008</strong>.<br />
More than 76% of all babies born in these hospitals were “born registered citizens”.<br />
Home Ready:<br />
More than 12,400 procedures carried out up to June <strong>2008</strong>.<br />
85 Customer Care Desks in August, 150 in December <strong>2008</strong>.<br />
Instant Association:<br />
Total of 781 Instant Associations incorporated.<br />
36 Customer Care Desks in August, 58 in December <strong>2008</strong>.<br />
Company Web Portal. Enables access to more than 480 information services and 21<br />
dematerialised services available online,<br />
- Permanent Bilingual Certificate (application & consultation),<br />
- Online Company Incorporation,<br />
- Rendering of Accounts' Certificate,<br />
- Online Registration (includes 6 services),<br />
- Registration via Online Deposit (includes 8 services)<br />
- Catalogue of Permits (provides information on 505 licences and authorisations)<br />
!I Lost My Wallet! Desk<br />
- From September 2007 to August <strong>2008</strong> 43,506 cards were issued<br />
- 8 cards available for applications to issue 2nd copy<br />
- 7 entities involved in AMA operations' administration<br />
- 2 Desks operational (Laranjeiras & Odivelas Bureaus)<br />
Multiservice Desks<br />
- From December 2007 to August <strong>2008</strong> 28,083 processes were made available<br />
- 23 different processes available to citizens<br />
- 6 entities involved in AMA operations' administration<br />
- 1 Desk operational<br />
2nd Generation Citizens' Bureaus<br />
- 1 operational (Odivelas)<br />
8
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Dematerialisation<br />
Project for cases<br />
and proceedings<br />
before the Courts<br />
Dematerialisation of legal<br />
proceedings<br />
In progress<br />
CITIUS-Judicial Magistrates:<br />
Since June 2007<br />
1,361 judicial magistrates have application installed;<br />
1,271 (93%) judicial magistrates who sat in on the explanatory sessions;<br />
1,220 (90%) digital signature cards issued;<br />
912 (67%) portable computers distributed;<br />
119 training sessions held;<br />
More than 534,000 legal actions performed using the application.<br />
CITIUS-Delivery of Procedural Briefs<br />
Since 7 April <strong>2008</strong>:<br />
More than 222,000 procedural briefs delivered;<br />
On average, more than 11,000 different users access the application a week;<br />
More than 6,000 users simultaneously working on the application;<br />
CITIUS-Injunctions<br />
Since 5 March delivery and proceedings are entirely electronic for injunction proceedings:<br />
185,596 injunctions received via electronic means;<br />
95% of injunctions delivered via electronic means directly via the application itself;<br />
More than 246,000 notifications sent;<br />
More than 63,500 executive deeds obtained;<br />
On average, more than 183 different users per working day.<br />
9
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Creation of<br />
<strong>National</strong> Public<br />
Acquisitions'<br />
System &<br />
expansion of<br />
electronic<br />
acquisitions'<br />
project<br />
Creation of an<br />
integrated<br />
dematerialised<br />
technical, economic<br />
and financial<br />
information<br />
administration<br />
system in the<br />
medication and<br />
health products<br />
scope<br />
System for<br />
assessing<br />
organisational<br />
performance<br />
Common<br />
Knowledge<br />
Network;<br />
Incorporation of the<br />
<strong>National</strong> Public<br />
Acquisitions Agency and<br />
Ministerial Acquisitions'<br />
Units - completed (see<br />
Decree-Law 37/2007)<br />
Monitoring of the shelflife<br />
of medication and<br />
medical appliances<br />
Conception of an<br />
assessment system for<br />
Public Administration<br />
managers which<br />
reinforces goal-orientated<br />
management, the<br />
differentiation of<br />
performance and the<br />
valorisation of skill and<br />
merit.<br />
Creation of an<br />
information web portal on<br />
initiatives for<br />
modernising and<br />
innovation in Public<br />
Administration<br />
In progress<br />
In progress<br />
Completed<br />
In progress<br />
The <strong>National</strong> Public Acquisitions' Programme already encompasses all ministries and it is<br />
estimated that savings may reach levels of 10% to 15% of actual spending.<br />
Finalisation of Prototype-Project and development of application systems including the Chemist<br />
Web Portal<br />
Legislation corresponding to Public Administration Manager Assessment System published.<br />
Since July <strong>2008</strong> the Common Knowledge Network has comprised 140 initiatives from 57 different<br />
entities in Central, Regional and Local Public Administration, already available online via the<br />
network web portal (www.rcc.gov.pt).<br />
Of the entities enrolled, 10 entities from Portuguese-speaking countries stand out: Brazil, Cape<br />
Verde and Angola.<br />
The <strong>National</strong> Public Acquisitions'<br />
Programme already encompasses<br />
all ministries and it is estimated<br />
that savings may reach levels of<br />
10% to 15% of actual spending.<br />
(150 million euros during the<br />
2009-<strong>2010</strong> period). In relation to<br />
the shared health services already<br />
created, it is predicted that in<br />
accumulative long-term rates<br />
savings may reach an amount of<br />
around 200 million euros.<br />
Making the different application<br />
systems which comprise the<br />
Integrated Information System<br />
operational<br />
The Common Knowledge<br />
Network will continue to invest in<br />
the offer of an integrated flexible<br />
information system capable of<br />
collecting all pertinent<br />
information relating to good<br />
The launch of<br />
procedures to<br />
celebrate the<br />
Framework<br />
Agreement is in<br />
progress<br />
10
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Initiatives cover all the themes of the Common Knowledge Network and are distributed among the<br />
following areas: Citizen Services (64); Administrative Modernisation (36);<br />
Information Technologies (4); Innovation in Administration (5); Electronic Administration (11);<br />
Sustainability (4); Quality (16).<br />
It is also worth highlighting that the Common Knowledge Network also offers a News & Events'<br />
Directory updated on a daily basis, providing information on what is going on or what is scheduled<br />
in the short and medium term.<br />
practices in Public Administration<br />
with great potential to be applied<br />
and adapted by other Institutions.<br />
To do so, increasingly more<br />
detailed and functional<br />
information on practices will be<br />
integrated into the Initiatives'<br />
Directory; attentive that most<br />
recent additions are applied and<br />
experimented well as well as meet<br />
the information needs in an<br />
increasingly more personalised<br />
manner. In the sense of<br />
facilitating the exchange of<br />
experiences and promoting ideasharing<br />
in a more coherent and<br />
practical manner which enables<br />
the joint creation of knowledge,<br />
the Common Knowledge<br />
Network will soon be offering<br />
more collaborative angles, for<br />
example:<br />
- collaboration spaces which<br />
encourage the construction of true<br />
practical communities, uniting<br />
professionals and experts from<br />
the widest range of areas to<br />
reflect and even resolve common<br />
questions;<br />
- the availability of virtual tools to<br />
dynamise online events which<br />
facilitate the reflection and<br />
discussion of ideas in parallel<br />
with actual live events;<br />
- create the possibility for citizens<br />
and companies to be able to make<br />
their contribution regarding the<br />
initiatives of the Common<br />
Knowledge Network.<br />
11
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Creation of Shared<br />
Services' Centres<br />
Transfer of public<br />
services from<br />
Central<br />
Administration to<br />
decentralised<br />
Regional<br />
Administration and<br />
to local<br />
governments<br />
Creation of<br />
Electronic<br />
Certification<br />
System of Key<br />
Public State<br />
Infrastructure<br />
Elimination of multiple<br />
structural repetitions<br />
which exist in providing<br />
support services to Public<br />
Administration (namely<br />
within the scope of the<br />
implementation of the<br />
Chartered Public<br />
Accounting Plan - POCP,<br />
the management of<br />
human resources and<br />
assets as well as the<br />
implementation of a new<br />
unified Social Services<br />
model for all Public<br />
Administration).<br />
Increased proximity and<br />
satisfaction of citizens'<br />
needs with improved<br />
efficiency and<br />
effectiveness in terms of<br />
service provided<br />
Creation of a common<br />
certifying agency of the<br />
State (ECCE) which shall<br />
issue licensed digital<br />
certificates for members<br />
of the Government and<br />
Public Administration<br />
managers.<br />
In progress<br />
Completed<br />
Completed<br />
The Shared Management of Public Administration Resources' Company (GeRAP), <strong>National</strong><br />
Public Acquisitions' Agency and Shared Services in Acquisitions and Logistics, Human Resources<br />
& Financial Management Unit in the health service area, have been created.<br />
Decree-Law 144/<strong>2008</strong> proceeded with the transfer of competencies to municipalities within the<br />
scope of education, namely relating to non-teaching personnel in primary education, the supply of<br />
meals and support for the extension of the pre-school education timetable, to<br />
activities to enrich the curriculum of the 1st cycle of primary education, to management of school<br />
equipment and social actions in the 2nd and 3rd cycles of primary education.<br />
The Key Public Infrastructure - State Electronic Certification System (SCEE) was created by<br />
Decree-Law No.116-A/2006 of 16 June seeking to ensure the existence of an electronic<br />
certification structure for electronic communications and transactions performed between State<br />
services and institutions and between the State, companies and citizens. The State Common<br />
Certifying Agency (ECCE) is already fully operational which issues licensed digital certificates<br />
for members of the Government and Public Administration managers as well as within the scope<br />
of duly registered specific functions (tax procedures and processes). The cryptographic key of the<br />
State Central Certifying Agency (ECEE) was issued on 23 June 2006.<br />
Five certifying institutions have already been licensed by the SCEE (The State Electronic<br />
Certification Agency, The State Common Certifying Agency, the Electronic Passport Certifying<br />
Agency, the Citizen Card Certifying Agency and the Assembly of the Republic Certifying<br />
Agency), and shortly the Judiciary Certifying Agency will also be integrated. Link:<br />
www.scee.gov.pt<br />
Implement the international<br />
interoperability of the SCEE, with<br />
the process of licensing and<br />
recognition of the State Electronic<br />
Certification Agency in progress<br />
in the most commonly used<br />
operating systems and Internet<br />
navigators together with the<br />
Webtrust consortium. Also be<br />
prepared for SCEE enrolment in<br />
the FESA (Forum of <strong>European</strong><br />
Supervisory Authorities for<br />
Electronic Signatures).<br />
The provision of<br />
shared services by<br />
GeRAP will be<br />
tested in an initial<br />
phase at the MFAP<br />
and subsequently<br />
expanded to all<br />
Public<br />
Administration<br />
Services.<br />
12
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Electronic<br />
Passport<br />
Support<br />
<strong>programme</strong> for<br />
projects of<br />
Potential <strong>National</strong><br />
Interest (PIN)<br />
Restructuring the<br />
venture capital<br />
system<br />
Creation of the<br />
Portuguese Electronic<br />
Passport incorporating<br />
data in a digital format<br />
(descriptive and<br />
biometric) plus the<br />
collection of data online;<br />
Simplified access to<br />
PEP's for special needs'<br />
citizens<br />
This <strong>programme</strong> consists<br />
of a Recognition &<br />
Monitoring System for<br />
Projects of Potential<br />
<strong>National</strong> Interest - PIN,<br />
created to overcome<br />
administrative blockages<br />
to investments and<br />
proceed with the close<br />
monitoring of these<br />
projects in order to ensure<br />
their swift<br />
implementation.<br />
Reorganising public<br />
venture capital<br />
instruments.<br />
Completed<br />
Around 600,000 electronic passports issued up to August <strong>2008</strong> or around 30,000 a month.<br />
Substantial increase in document security and corresponding increase in the effectiveness of this<br />
control.<br />
In progress Between January <strong>2008</strong> and now the number of PIN statute applications has totalled 17 of which 9<br />
projects have had their PIN statute recognised, 1 was refused and at the current time 7 projects are<br />
under analysis.<br />
Completed<br />
Repositioning of PME Investimentos S/A as refinancer to the Venture Capital sector and of<br />
InovCapital S/A as the primary VC operator of the MEI.<br />
New legislation for the sector (Decree-Law No.375/2007 of 8 November).<br />
Measure to continue during the<br />
<strong>2008</strong>-<strong>2010</strong> period. The aim for<br />
this period is to monitor all<br />
projects which come to obtain a<br />
PIN statute with a view to<br />
speeding up procedures and the<br />
swift resolution of the contextual<br />
costs of the same.<br />
13
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Implementation of<br />
micro-credit and<br />
micro venture<br />
capital solutions<br />
MIVE market<br />
initiative<br />
<strong>programme</strong> of<br />
business worth<br />
modified to –<br />
Project PME<br />
(Axis III) – ex-<br />
MIVE<br />
Encourage the<br />
revitalisation of the<br />
business fabric promoting<br />
the appearance of new<br />
managers and new<br />
companies in strategic<br />
areas with strong growth<br />
and great innovative<br />
potential<br />
<strong>National</strong> level<br />
solutions:<br />
completed<br />
Regional/local<br />
level<br />
solutions: in<br />
progress<br />
Completed<br />
Up to the end of August, 453 financing operations involving credit and venture capital were<br />
approved of which 390 have been implemented or are in their implementation phase (excluding<br />
those approved which were discontinued due to dropout or caducity).<br />
During the period of Sept 2007 and Aug <strong>2008</strong>, the FINICIA Programme has continued to be<br />
implemented with the creation of a platform in the Azores plus the creation of municipal level<br />
Funds registering the following results:<br />
(i) Credit supported by Mutual Guarantee in operations implemented or undergoing<br />
implementation (excluding dropouts and caducity):<br />
The number of operations approved rose to 295 corresponding to an overall investment of €23.23<br />
million, credit in the amount of €13.63 million and a total amount of Mutual Guarantees of €9.19<br />
million<br />
During the period of October 2007 and August <strong>2008</strong> the number of operations has been 177<br />
corresponding to an overall investment of €16.04 million, credit in the amount of €9.72 million<br />
and a total amount of Mutual Guarantees of €6.57 million<br />
(ii) Financing in Venture Capital:<br />
95 venture capital operations have been approved, 72 of which between October 2007 and August<br />
<strong>2008</strong>.<br />
Of the 49 operations already implemented, 33 occurred between October 2007 and August <strong>2008</strong><br />
corresponding to overall investment estimated at €5.6 million and venture capital financing in the<br />
amount of €2.01 million<br />
(iii) Municipal Funds: 73 Municipal level Funds have been created of which 14 between October<br />
2007 and August <strong>2008</strong>. The total value of Funds already created totals €21.53 million, of which<br />
€2.925 million are associated with Funds created since October 2007.<br />
Dynamisation of Bio-Entrepreneur Competition in a partnership with IAPMEI/APBio; Holding of<br />
Empreenda´07 - Ideas & Financing Fair and BioEmpreenda'08; Dynamisation of Ideas and Means<br />
Exchange via articulation with FINICIA platforms; dynamisation of a "coaching" pilot<strong>programme</strong><br />
for business initiatives of an innovative emergent nature; dynamisation of a pilot<strong>programme</strong><br />
to incubate innovative business ideas during the start-up phase; reinforcement of skills<br />
of entrepreneurial facilitator agents - holding of a mission of 15 delegates (GAPI - Industrial<br />
Property Support Offices and OTIC – Technology & Knowledge Transfer Workshops) to<br />
Lausanne to take part in WS on technology transfer; Dynamisation of Scientific Partnership<br />
Competition for Innovation; Organisation of WS in Lisbon on good international practices on the<br />
topic of technology transfer; Dynamisation of training course in entrepreneurism for teachers, in<br />
collaboration with Berkeley University, INTEL and ISCTE; Support granted for the formatting of<br />
projects for implementation in business, based around the period in reference, the facilitation of<br />
access to consulting in order to prepare 175 business plans. The rate of growth in 2007 (last<br />
complete year) was 308% compared with 2005 (150% in comparison with 2006) This resulted in<br />
the creation of 46 new companies with innovative characteristics, of which around half have a<br />
technology basis.<br />
With continuity<br />
within the scope of<br />
the<br />
Entrepreneurism<br />
Programme &<br />
Economic<br />
Valorisation of<br />
Knowledge (see<br />
New Measures file<br />
for PNR <strong>2008</strong>-<br />
<strong>2010</strong>)<br />
14
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
InovJovem<br />
Programme<br />
Operationalisation<br />
of AGIRRE<br />
Programme<br />
Introduction of<br />
entrepreneurial<br />
teaching in<br />
secondary schools<br />
This initiative supports<br />
the enrolment of young<br />
adults into PME with<br />
higher education<br />
qualifications in critical<br />
areas for innovation and<br />
business development,<br />
dynamising innovation<br />
strategies and the<br />
reinforcement of<br />
competitiveness in<br />
companies.<br />
Identify and support the<br />
restructuring processes of<br />
companies facing<br />
pressing crisis situations,<br />
lack of economic and<br />
financial viability,<br />
ensuring employment<br />
sustainability and<br />
coordinating the actions<br />
of the State in the<br />
restructuring process and<br />
company feasibility<br />
(creating the Integrated<br />
Intervention Council for<br />
Business Restructuring -<br />
AGiiRE).<br />
The MEI via IAPMEI<br />
dynamised a <strong>programme</strong><br />
designated as “Innovation<br />
2007” - an initiative of<br />
Europe scope which<br />
involved 25 EM - in<br />
collaboration with<br />
DGIDC/ME aimed at<br />
teenagers in secondary<br />
school education.<br />
In progress<br />
Until May <strong>2008</strong> 1149 candidatures had been approved, the equivalent of 4,674 young adults<br />
covered of which 4,439 young adults have already been integrated. Total incentive of over 75<br />
million euros. More than two-thirds of those who complete their apprenticeship period manage to<br />
find a job. Small and medium-size companies recognise the importance of the <strong>programme</strong> via the<br />
improvement in their management and innovation capacities.<br />
In progress Within the scope of AGiiRE actions during 2007, a total of 6,270 contacts were registered.<br />
Intervention processes were carried out (arranging of creditors) in 255 companies involving<br />
12,500 work posts. Also, 2 processes were approved within the scope of the Integrated System of<br />
Incentives for Business Modernisation & Revitalisation (SIRME) and 91 within the scope of Outof-Court<br />
Reconciliation Procedures (PEC)<br />
Completed<br />
“Innovation 2007" Results:<br />
- 4 regional workshops held;<br />
- Involvement of 40 secondary schools.<br />
Participation of Portuguese teenagers in the international "best idea of the year" competition<br />
resulting in 1st and 3rd places in the overall competition.<br />
Lines of action to continue during<br />
the <strong>2008</strong>-<strong>2010</strong> period under the<br />
responsibility of the IEFP<br />
(POPH). Intensification of the<br />
INOV-JOVEM <strong>programme</strong> along<br />
the line of Vocational<br />
Apprenticeships - goal: 5,000<br />
apprenticeships/year<br />
Measure to continue during the<br />
2009-<strong>2010</strong> period. During this<br />
period the following<br />
results/impacts are set as goals:<br />
.Companies Contacted - 1300<br />
. PEC Agreements - 250<br />
. Work Posts Recovered - 12,500<br />
Resolution of the<br />
Council of<br />
Ministers<br />
No.63/<strong>2008</strong> of 7<br />
April<br />
15
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Business Partners'<br />
Programme<br />
Contra entries of<br />
public acquisitions.<br />
Support cooperation<br />
dynamics promoting<br />
cluster logics.<br />
Orientation for contra<br />
entries of public<br />
acquisitions to integrate<br />
national companies in<br />
consortiums and<br />
international value<br />
chains. Facilitate the<br />
increase of technological<br />
incorporation and<br />
innovation<br />
Completed<br />
In progress<br />
Holding sector meetings and cluster reinforcement activities. Operationalisation and scheduling<br />
model defined envisaging activities to be developed within the domains of the identification of<br />
strategic target areas and implement the respective Road-Mapping, the selection and support for<br />
cooperation dynamics around strategic target areas and the creation of a "Cluster Facilitation<br />
Network".<br />
Monitoring of existing <strong>programme</strong>s has been carried out and also future <strong>programme</strong>s of light<br />
weapons of the armed forces as well as new light armoured vehicles. The following activities are<br />
also in progress:<br />
- The EH101 helicopter <strong>programme</strong> from Agusta-Westland has been <strong>reform</strong>ulated which includes<br />
a major project which involves universities and technology companies in Maia.<br />
- A major event was held at OGMA where many national companies were able to see at close<br />
hand component parts available for awarding pursuant to the EADS-CASA <strong>programme</strong>.<br />
- Continuation of the dynamisation of the aeronautics industry based around contra entry<br />
<strong>programme</strong>s with EADS-CASA, Agusta-Westland, Northrop-Grumman and Lockheed-Martin<br />
which will enable a strategic plan to be drawn up to define contra entry projects in this domain.<br />
With continuity<br />
within the scope of<br />
the Collective<br />
Efficiency<br />
Dynamics<br />
Programme (see<br />
New Measures file<br />
for PNR <strong>2008</strong>-<br />
<strong>2010</strong>)<br />
Re-launch of<br />
Dynamo<br />
Programme<br />
Specific support for<br />
investment projects<br />
involving the creation of<br />
companies or their<br />
expansion in transactional<br />
goods and services<br />
production activities of<br />
high added value, duly<br />
supported by clear market<br />
strategies with a view to<br />
their positioning in<br />
international markets.<br />
Completed<br />
The results obtained were the following:<br />
DYNAMO TENDER AT NEW PRIME<br />
Implementation of the Dynamo Programme achieved particular importance with the reorientation<br />
of the PRIME Programme in which a specific thematic phase was enrolled for candidatures<br />
exclusively destined for investment projects in companies classifiable within the Dynamo strategy.<br />
This specific tender for the sector came to set out improved access and financing conditions for<br />
projects in line with the Dynamo strategy.<br />
Measures covered and respective donations totalled €32 million, divided up as follows: SIME<br />
€12.5m; SIPIE €5m; SIME I&DT €7m; SIME Int. €4m; DEMTEC €3.5m.<br />
99 candidatures were received, divide up as follows: SIME -26; SIPIE- 29; SIME I&DT -1; SIME<br />
Int. – 41; DEMTEC – 2. FASHION & MARKETS INTELLIGENCE CENTRE: Under<br />
development within the scope of Axis VI - PME+ Project: conception, implementation and<br />
maintenance of a Competitive Intelligence System with a view to the Production of Strategic<br />
Information to be made available to all relevant players in the sector. This system integrated into a<br />
platform which in the future will over other sectors/ clusters/ rows, shall enable:<br />
16
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
• Perceive and monitor the joint classification of markets, technologies and players within<br />
national and international scenarios; • Monitor and influence those outside international fashion<br />
trends as well as produce information on lifestyle and fashion trends which may be used by<br />
companies to develop competitive products;<br />
• Identify opportunities and constraints on a continual basis to increase the competitiveness of<br />
national industry; This system will also be a fundamental tool in the support for player and<br />
instrument dynamics included within the scope of the <strong>programme</strong> proposed for the clusterisation<br />
of the economy and/or for the Competitiveness & Technology Centres.<br />
CeNTI— NANOTECHNOLOGY, FUNCTIONAL & INTELLIGENT TECHNICAL<br />
MATERIALS' CENTRE:<br />
CeNTI was formalised with the participation of CITEVE — Technology Centre for Clothing<br />
Textile Industries of <strong>Portugal</strong>, of CTIC — Technology Centre for Leather Industries, of UMinho,<br />
UPorto and UAveiro.<br />
The CeNTI candidature for incentives within the scope of PRIME was approved corresponding to<br />
an investment volume of around €5m.<br />
SOFTWARE DEVELOPMENT CENTRES FOR THE FASHION SEGMENT:<br />
2 Software Development Centres have been created within the scope of the partnership which<br />
involves IAPMEI, Microsoft, UMinho, UAveiro, UBI, Forino and RECET — Association of<br />
Technology Centres of <strong>Portugal</strong>, aimed at the fashion segment. The first, aimed at Textiles,<br />
Clothing and Leather, promoted by CITEVE and CTICouro, the second aimed at Footwear<br />
promoted by CFCP — Technology Centre for Footwear of <strong>Portugal</strong> and INESC Porto<br />
TRAINING OF UPPER MANAGEMENT SPECIALISTS IN NEW MATERIALS FOR<br />
TEXTILES, CLOTHING & FOOTWEAR:<br />
The TVC Formar project has been defined seeking to develop two advanced training courses in<br />
Nanotechnology and Advanced Materials, one aimed at unemployed personnel on leave and the<br />
other aimed at active ITVC employees.<br />
INSERTION OF QUALIFIED YOUNG ADULTS IN COMPANIES:<br />
The actions associated with this topic have been carried out via specific approaches, implemented<br />
in integration with horizontal initiatives such as Inov-Contacto and Inov-Jovem.<br />
PROMOTION ABROAD OF PORTUGUESE FASHION: The promotion abroad of Portuguese<br />
fashion has been essentially carried out under PRIME projects in public-private sector partnerships<br />
between ICEP <strong>Portugal</strong> and the Fashion Segment Associations, based on the participation of<br />
groups of companies in the most important international tenders and supplementary actions in<br />
order to afford national brands greater visibility.<br />
FASHION WEEK: The Fashion Week was held which brought together a number of events of the<br />
Portuguese Fashion Catwalk Shows, <strong>Portugal</strong> Fashion, Showroom Brand Up, MODtissimo,<br />
Lisbon Fashion Catwalks and Showroom, scheduled in a systematic manner in order to<br />
17
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
potentialise greater impact and visibility on national and international markets via the<br />
reinforcement of common communication and promotion actions and the adoption of a single<br />
image which acted as an "umbrella".<br />
Reinforcement of<br />
the Tourism cluster<br />
Development of the<br />
following actions:<br />
- Portuguese Tourism<br />
Satellite Account<br />
- Geographic Information<br />
System<br />
- Contractualization of<br />
Foreign Tourist<br />
Promotion<br />
- International<br />
Cooperation<br />
- Pro-Tourism Project<br />
- Development of 5 pilot<br />
projects in the<br />
construction of<br />
differential and<br />
competitive tourist<br />
products<br />
- "Good Practices" Award<br />
Completed<br />
The Portuguese Tourism Satellite Account and the geographic information system are operational.<br />
Contractualization of Foreign Tourist Promotion: an assessment of the Promotion<br />
contractualization model has been carried out, the necessary changes envisaged and the new model<br />
implemented.<br />
International Cooperation: The Programme is now operating normally.<br />
Pro-Tourism Project: integrated into the <strong>Portugal</strong> IP Tourism Web Portal.<br />
Development of 5 pilot projects in the construction of differential and competitive tourist products:<br />
Developed within the classification of a geographical matrix of priorities set out for Tourist<br />
Destinations and New Development Centres.<br />
"Good Practices" Award: now operating as normal.<br />
New<br />
competitiveness<br />
reinforcement<br />
actions for tourism<br />
are scheduled (see<br />
New Measures file<br />
for PNR <strong>2008</strong>-<br />
<strong>2010</strong>)<br />
18
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Internationalisatio<br />
n Programme<br />
- Creation of a proximity<br />
network in Spain offering<br />
the joint services of<br />
AICEP and IAPMEI.<br />
- InovContacto<br />
Programme<br />
- "<strong>Portugal</strong> Brand"<br />
Project -<br />
Widening of exporter<br />
base via investment in<br />
important segments<br />
Creation of<br />
Aicep/Iapmei<br />
Network:<br />
completed<br />
Inov Contacto<br />
Programme:<br />
in progress<br />
"<strong>Portugal</strong><br />
Brand"<br />
Project:<br />
completed<br />
Widening of<br />
exporter base<br />
via investment<br />
in important<br />
segments:<br />
completed<br />
Creation of Aicep/Iapmei Network: process completed<br />
Inov Contacto Programme: 3rd edition held specifically focused on the technology segment.<br />
Goals have been exceeded by around 15% compared with that initially predicted which has<br />
enabled the integration of 578 apprentices.<br />
INOV – ART Programme: Support for training of young adults with specific qualifications in<br />
the areas of arts and culture via apprenticeships at institutions of repute within the international<br />
context of the sector of arts and culture<br />
"<strong>Portugal</strong> Brand" Project a number of promotional actions have been held in several foreign<br />
markets (Germany, Angola, etc).<br />
Widening of exporter base via investment in important segments: several initiatives held<br />
envisaging the increase in the number of export companies.<br />
Internationalisation in Healthcare: Compared with the status of the situation in 2007, plus:<br />
IPATIMUP<br />
Investigation Project<br />
Contract: 'Approaching basal-like breast carcinomas to target therapy. A project combining the<br />
reinforcement of logistic facilities with translational research'<br />
Main Investigator: Dr. Fernando Schmitt<br />
InovContacto Programme: It was<br />
decided by Resolution of the<br />
Council of Ministers No.53/<strong>2008</strong><br />
to reinforce this initiative with a<br />
view to expanding cover both in<br />
terms of apprentices and<br />
companies. In this respect, Inov<br />
Contacto should hold an average<br />
550 apprenticeships a year over<br />
the next 3 years.<br />
In the healthcare area the results<br />
obtained from the<br />
contractualization of Portuguese<br />
I&D by multinational drug<br />
companies is encouraging and<br />
had no precedent in the past.<br />
New actions<br />
envisaging the<br />
internationalisation<br />
of the Portuguese<br />
economy are<br />
scheduled (see New<br />
Measures file for<br />
PNR <strong>2008</strong>-<strong>2010</strong>).<br />
Gulbenkian Institute of Science:<br />
Investigation Project<br />
Contract: 'Characterization of bone marrow niches that impede or favour leukaemia engraftment<br />
and expansion'<br />
Main Investigator: Dr. Sergio Dias<br />
19
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Within the scope of the promotion of scientific employment, support for the insertion of around<br />
720 new PhD's has already been contractualized with national scientific and technology<br />
institutions following tenders for <strong>programme</strong> contracts initiated in 2006 and <strong>2008</strong> by the<br />
Foundation for Science & Technology, with the aim of supporting the contracting of at least 1,000<br />
PhD holding investigators until 2009.<br />
Stimulate the<br />
creation of<br />
qualified C&T<br />
employment:<br />
stimulate the<br />
conditions for the<br />
development of<br />
I&D in companies,<br />
partnerships with<br />
investigative<br />
institutions<br />
(national and<br />
multinationals) and<br />
enable the<br />
feasibility of new<br />
technology base<br />
companies<br />
Stimulate the creation of<br />
qualified C&T<br />
employment: promote the<br />
contracting of PhD’s at<br />
institutions of the<br />
scientific and technology<br />
system, stimulate the<br />
conditions for the<br />
development of I&D in<br />
companies, partnerships<br />
with investigative<br />
institutions (national and<br />
multinationals) and<br />
enable the feasibility of<br />
new technology base<br />
companies<br />
In progress<br />
The <strong>programme</strong> to support the insertion of PhD and Master's Degree holders into companies from<br />
ADI reached a total of 354 PhD and Master's degree holders supported in two hundred different<br />
companies.<br />
Advertising of the Scientific Employment Grant for companies exceeded more than a thousand<br />
applications;<br />
In <strong>2008</strong> a new <strong>programme</strong> reinforcing scientific and technological investigation was launched by<br />
the Foundation for Science & Technology with a view to supporting invited investigative<br />
Academics at Portuguese universities.<br />
To the end of 2007 116 projects had been approved within the scope of the NEOTEC Programme<br />
and 61 technology based companies incorporated in the areas of biotechnology, electronics,<br />
automation and robotics, among others, with it worth mentioning that the enterprising teams<br />
involved around 145 PhD holders, 94 Master's degree holders and 138 teaching degrees and that<br />
74% of these business projects concern the world market. As they concentrate on activities of high<br />
technology intensity developing and producing in the vast majority of cases "means of production"<br />
for other sectors, the importance of these technology based companies is multiplied by their<br />
diffuser effect on innovation for the entrepreneurial fabric. Also associated with higher education<br />
teaching the Intel/Berkeley Programme at ISCTE stands out, and within the continual training of<br />
trainers, a training referential is being developed which includes the dimensions of<br />
entrepreneurism).<br />
Measures continuing up to <strong>2010</strong><br />
20
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Stimulate and<br />
monitor the<br />
incorporation of<br />
I&D in investments<br />
and projects of<br />
public interest<br />
Stimulate and monitor the<br />
incorporation of I&D in<br />
investments and projects<br />
of public interest<br />
In progress<br />
The new Code of Public Contracts approved by Decree-Law No.18/<strong>2008</strong> of 29 January specifies<br />
that in the case of contracts with values equal to or higher than €25,000,000, Contract<br />
Specifications must specify the obligation to draw up one or a number of investigation and<br />
development projects directly associated with the provisions which comprise the object of the<br />
respective contract to be implemented within national territory, of an amount corresponding to at<br />
least 1% or in certain cases 0.5% of the contract price, pursuant to terms to be specified in the<br />
Contract Specifications (Pursuant to the terms of Item No.7 of Art.42.). In order to ensure the<br />
convergence of the investigation projects proposed in a projected national strategy of advancing<br />
knowledge within the wide area which the contracts refer to, a monitoring and inspection<br />
commission has been created, taking into account the coordination, monitoring, auditing and<br />
inspection of the execution of the investigation and development projects proposes by the<br />
Contractor.<br />
Measures continuing up to <strong>2010</strong><br />
Reinforce the<br />
conditions of<br />
independence and<br />
transparency of<br />
international<br />
scientific<br />
evaluation<br />
The evaluation both of<br />
projects and investigation<br />
units is carried out by<br />
international panels<br />
comprised of top-level<br />
scientists from the<br />
respective speciality<br />
areas. The international<br />
evaluation of higher<br />
education in <strong>Portugal</strong> and<br />
its institutions involves in<br />
the process organisations<br />
of recognised experience<br />
and good standing such as<br />
the Organisation for<br />
Economic Cooperation &<br />
Development (OECD),<br />
the <strong>European</strong> Association<br />
for Quality Assurance in<br />
Higher Education<br />
(ENQA) and the<br />
<strong>European</strong> University<br />
Association (EUA).<br />
In progress<br />
The process of <strong>reform</strong>ing higher education implemented in 2006-<strong>2008</strong> was preceded by<br />
independent evaluation processes which involved organisations of recognised experience and good<br />
standing such as the Organisation for Economic Cooperation & Development (OECD), the<br />
<strong>European</strong> Association for Quality Assurance in Higher Education (ENQA) and the <strong>European</strong><br />
University Association (EUA), taking into account respectively (i) the overall evaluation of the<br />
higher education system, (ii) the evaluation of the quality guarantee system of higher education<br />
and licensing practices, and (iii) a voluntary institutional assessment <strong>programme</strong>. In November<br />
and December 2006 respectively, the results of the evaluation of the quality guarantee system of<br />
higher education and licensing practices carried out by ENQA were disclosed and the overall<br />
evaluation of the higher education system, carried out by the OECD. The voluntary institutional<br />
assessment <strong>programme</strong> by way of the EUA has developed throughout the 2006-<strong>2008</strong> period in an<br />
already very wide range of higher education institutions.<br />
A new exercise in the international assessment of all I&D units registered at the FCT has been<br />
launched and is in its final phase (2007-<strong>2008</strong>). The assessment has already involved the works of<br />
21 evaluation panels, including evaluation visits to investigation units, comprised of more than<br />
200 foreign investigators who have assessed more than 330 investigation units located at various<br />
points around the country.<br />
Measures continuing up to <strong>2010</strong><br />
21
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Clarify the<br />
missions of State<br />
Labs and enter into<br />
Public Service<br />
Contracts with<br />
Associated Labs<br />
Approval of the Reform<br />
of State Labs; Entry into<br />
service of new associated<br />
labs<br />
In progress<br />
Five State labs have been made extinct or integrated into other institutions; 2 have been created<br />
(<strong>National</strong> Energy & Geology Lab, <strong>National</strong> Biological Resources Lab); the Institute of Forensic<br />
Medicine has been granted status as a State Lab; it was decided to incorporate the innovative<br />
model of the I&D consortium with the character of a private non-profit entity articulating State<br />
Labs, Associated Labs, companies and other national or foreign entities, beginning with the<br />
incorporation of 4 consortiums (BIOPLIS for biology and biotechnology, Fisica-N for nuclear<br />
physics, high energies and distributed computing, RISCOS for the prevention and mitigation of<br />
natural and environmental risks, OCEANO for oceanography); the International Centre for<br />
Volcanology was created in the Azores.<br />
Measures continuing up to <strong>2010</strong><br />
Promote thematic<br />
Science &<br />
Technology<br />
networks<br />
This measure has been<br />
present in the<br />
development of new<br />
international partnerships<br />
in science and technology<br />
and higher education with<br />
institutions of<br />
international repute such<br />
as is the case of MIT,<br />
Carnegie Mellon<br />
University, University of<br />
Texas in Austin,<br />
Fraunhofer Society and<br />
others. Thematic<br />
networks under<br />
preparation within the<br />
scope of these<br />
partnerships at the<br />
moment include the<br />
following areas: (i)<br />
Energy Systems, (ii)<br />
Transport Systems, (iii)<br />
Engineering of<br />
Conception & Advanced<br />
Production Systems, (iv)<br />
Bioengineering Systems,<br />
In progress<br />
Within the scope of the MIT-<strong>Portugal</strong> Programme (www.mitportugal.org) launched in September<br />
2006 with a focus on Engineering Systems in the areas of Energy, Transport, Conception,<br />
Production and Bioengineering, several joint levels of collaboration with MIT have been set up<br />
and launched in an new way in <strong>Portugal</strong>. Portuguese teachers and investigators and from MIT<br />
have identified more than 30 investigation and development priority areas with a special emphasis<br />
on the complex processes associated with the engineering of conception and industrial production<br />
systems, sustainable energy systems, bio-engineering systems and transport systems. Within this<br />
context, projects of interest to the Portuguese economic fabric have been launched, with this<br />
synergy further valorised by the industrial affiliation <strong>programme</strong> particularly within the<br />
automobile and energy sectors;<br />
The CMU-<strong>Portugal</strong> Programme (www.cmuportugal.org) launched in October 2006 within the area<br />
of information technology and communications also began the various post-grad <strong>programme</strong>s in<br />
September 2007 conducive to a dual level between Portuguese institutions and the CMU. The<br />
partnership with the University of Carnegie Mellon also includes the development of investigation<br />
activities in several aspect of information technology and communications, with a number of<br />
initiatives with <strong>Portugal</strong> Telecom, Nokia-Siemens and Novabase within the scope of the Industrial<br />
Partners Programme having been particularly activated over the last year, which also includes<br />
some of the leading small and medium-size national technology based companies;<br />
Within the scope of the UTAustin-<strong>Portugal</strong> Programme (www.utaustinportugal.org) launched in<br />
March 2007, the main areas of the <strong>programme</strong> include: i) digital content, multimedia production<br />
and distribution; ii) advanced computing; iii) maths and iv) commercialisation of science and<br />
technology, including the conception and implementation of new science and technology-based<br />
business projects The first tender for investigation projects in the areas identified was launched up<br />
Measures continuing up to <strong>2010</strong><br />
22
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
(v) TIC’s, (vi) Content<br />
and Digital Media and<br />
(vii) Commercialisation<br />
of Technology.<br />
to October <strong>2008</strong>.<br />
It was decided to set up the first Fraunhofer Institute in Europe outside of Germany in <strong>Portugal</strong>,<br />
the first of its kind in Europe, to be installed at the Engineering Faculty of the University of Porto.<br />
Its director was selected and nominated and activities began in June <strong>2008</strong> with the perspective of<br />
recruiting a competitive and international base of around 30 senior-level investigators during the<br />
first phase. This Institute shall work in the Information Technology and Communications' area<br />
with emphasis on Ambient Assisted Living, with the perspective also of setting up I&D<br />
consortiums and cooperation projects involving Portuguese institutions and Fraunhofer institutes<br />
on four topics: i) logistics; ii) biotechnology; iii) advanced production systems with application in<br />
the automobile industry; and iv) nanotechnologies.<br />
Systematic<br />
reinforcement of<br />
conditions for<br />
scientific<br />
investigation of<br />
Higher Education<br />
teachers and<br />
students<br />
Within the scope of the<br />
Commitment to Science<br />
initiative (Apr 2006),<br />
amongst other measures<br />
the Government decided<br />
to increase the number of<br />
PhD and Post-PhD<br />
(already under<br />
implementation) grants<br />
by 60%, create a<br />
<strong>programme</strong> of invited<br />
academics with a<br />
prevision of totalling 50<br />
in 2009, create a PhD<br />
<strong>programme</strong> in clinical<br />
investigation associated<br />
with the stages of the<br />
medical career with the<br />
aim of involving 300 PhD<br />
finishers by 2009 and<br />
create integration in<br />
investigation grants (at<br />
recognised I&D centres)<br />
for Master's and teaching<br />
degree students (already<br />
under implementation in<br />
In progress<br />
The total number of advanced graduation grants being executed directly by the Foundation for<br />
Science & Technology has come to increase in recent years, reaching 6,250 grants in 2007, of<br />
which around 4,900 are PhD grants and 1,350 post-PhD grants. Within this scope, the number of<br />
new grants allocated a years has seen a very expressive increase, rising by 77% in PhD grants and<br />
41% in post-PhD grants in the last two years.<br />
Within the scope of the promotion of scientific employment, support for the insertion of around<br />
720 new PhD's has already been contractualized with institutions of the national scientific and<br />
technology system, following on from tenders for <strong>programme</strong> contracts launched in 2006 and<br />
<strong>2008</strong> by the Foundation for Science & Technology with the aim of supporting the contracting of at<br />
least 1000 PhD level investigators by 2009.<br />
In <strong>2008</strong> two new reinforcement <strong>programme</strong>s for scientific and technological investigation have<br />
already been launched by the Foundation for Science & Technology, envisaging: (i) support for<br />
the integration of 5,000 students in investigation (at recognised I&D centres) from the initial years<br />
of higher education, and (ii) support for academics invited to carry out investigation at Portuguese<br />
universities.<br />
The Foundation for Science & Technology is currently financing around 4,940 I&D projects in all<br />
scientific areas, which corresponds to an increase of more than 800 new projects compared to<br />
2005. It is worth noting that in the last tender for projects launched by the Foundation for Science<br />
& Technology projects applied for financing in the amount of more than 600 million euros,<br />
corresponding to an increase in excess of 25% in the number of projects and 100% in terms of<br />
finance requested compared with the previous tender.<br />
Measures continuing up to <strong>2010</strong><br />
23
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
2006/07).<br />
Since the launch of the Commitment to Science in March 2006, four new Associate Labs have<br />
been created in the areas of Biotechnology (1), Energy & Transport (1) and Nanotechnology (2).<br />
Around 1,100 new projects to reinforce experimental teaching in science in primary and secondary<br />
level education and for Scientific & Technological Culture dynamisation actions have been<br />
approved and are being implemented by the Live Science Agency in the last year which<br />
corresponds to around 14 million Euros in public finance between 2007 and <strong>2008</strong>.<br />
Make experimental<br />
practice in<br />
scientific and<br />
technical subjects<br />
obligatory in<br />
Primary &<br />
Secondary Level<br />
Education, and<br />
reinforce the Live<br />
Science Agency<br />
Launch Live Science<br />
project tenders for the<br />
experimental teaching of<br />
science in primary and<br />
secondary level education<br />
and the dynamisation of<br />
scientific and<br />
technological culture.<br />
In progress<br />
The Live Science Network of centres has been extended and currently comprises a total of 16<br />
centres, 6 new centres of which have been inaugurated since 2005 representing an investment of<br />
around 8.3 million Euros. At least another 5 more new centres are scheduled to be added in <strong>2008</strong>-<br />
09.<br />
The implementation during the last year within the scope of the Live Science Programme during<br />
holiday periods of 856 secondary school level education student apprenticeships at around 70<br />
investigation and higher education institutions including for the first time the exchange of more<br />
than 60 students between <strong>Portugal</strong> and Spain. This <strong>programme</strong> has already covered more than<br />
5,800 secondary school level students since 1997.<br />
Measures continuing up to <strong>2010</strong><br />
The mobilisation of thousands of Portuguese students during the summer in holiday activities such<br />
as Astronomy, Biology, Geology, Engineering and visits to lighthouses, having involved in the last<br />
year around 136 institutions which ensured more than 2,300 advertising actions across the entire<br />
country. Around 17,000 Portuguese students enrolled online in these actions though the total<br />
number of participants is far higher since lots of the activities do not require pre-enrolment.<br />
24
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Replace the Tax<br />
Incentives System<br />
for I&D Businesses<br />
(SIFIDE)<br />
Levy at least 20%<br />
of the value of the<br />
contra entries of<br />
major public<br />
acquisitions in I&D<br />
projects and<br />
innovation, and at<br />
least 1% in budget<br />
allocations from<br />
the LPM<br />
Replacement of the<br />
SIFIDE - System of Tax<br />
Incentives in Business<br />
Investigation &<br />
Development.<br />
Reinforcement of the<br />
activity of Investigation<br />
& Development (I&D) in<br />
Defence of international<br />
cooperative scope;<br />
Reinforcement of the<br />
activity of Investigation<br />
& Development (I&D) in<br />
Defence of national<br />
scope; Reinforcement of<br />
national participation in<br />
international cooperative<br />
<strong>programme</strong>s for the<br />
development and<br />
production of weapons<br />
and defence equipment:<br />
Completed<br />
In progress<br />
The replacement from 2006 of the SIFIDE – replacement from 2006 of the SIFIDE - System of<br />
Tax Incentives in Business Investigation & Development, revealed and a 50% increase in the<br />
number of candidatures compared with the same period of the last year in which it had been in<br />
force.<br />
In a specific <strong>programme</strong> which involves Lockheed-Martin negotiated in <strong>2008</strong>, 20% of the amount<br />
available for contra entries for I&D and innovation projects was included. In this sense the aim<br />
was to integrate a project being developed by PIEP/University of Minho with the potential of<br />
future ties with industry aimed at the development of high technology composite materials and<br />
transversal use throughout the entire industry. In August <strong>2008</strong> the EH101 Helicopter Programme<br />
was renegotiated in which 250m euro project is inserted for the creation of a technology centre<br />
where universities/companies shall acquire the capacity to conceive aeronautical components.<br />
Measures continuing up to <strong>2010</strong><br />
Measures continuing up to <strong>2010</strong><br />
Promote support<br />
<strong>programme</strong>s for<br />
investigation in<br />
consortiums and<br />
the placement of<br />
Master's and PhD<br />
holders in<br />
companies, and<br />
articulate the<br />
centres for<br />
valorising I&D<br />
results as a<br />
network<br />
Promote support<br />
<strong>programme</strong>s for<br />
investigation in<br />
consortiums and the<br />
placement of Master's and<br />
PhD holders in<br />
companies, and articulate<br />
the centres for valorising<br />
I&D results as a network<br />
In progress<br />
Of the measures implemented to promote a new impulse in innovation the following stand out,<br />
which have enabled since 2005 the intervention of the Innovation Agency in more than 700 new<br />
companies:<br />
• Support for eight Excellence Networks involving dozens of companies and investigation<br />
institutions;<br />
• Completion of the Valorisation Centre Network which now covers all public universities and<br />
most Polytechnic Institutes;<br />
• Creation of 190 I&D nuclei in companies;<br />
• Support for the contracting of PhD and Master's degree holders by companies which reached a<br />
total of 354 PhD and Master's Degree holders in two hundred different companies;<br />
• Promotion of the Scientific Job Grant among companies which exceeded more than one thousand<br />
applications;<br />
• Re-launch of support for Investigation in Consortiums,<br />
• Major success in support for the creation of new technology based companies.<br />
Measures continuing up to <strong>2010</strong><br />
25
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Support and<br />
dynamise the<br />
participation of<br />
companies and<br />
national I&D<br />
centres in<br />
transnational<br />
projects<br />
Ensure broadband<br />
connections in all<br />
schools across the<br />
country;<br />
promote the<br />
opening up of the<br />
school<br />
environment;<br />
facilitate the use of<br />
computers at home<br />
by students<br />
Duplicate the<br />
network of Internet<br />
Spaces<br />
Implement the<br />
RCTS trunk<br />
(Science,<br />
Technology &<br />
Society Network)<br />
and extend its<br />
connections to<br />
international<br />
networks (Geant2);<br />
Create a national<br />
AP security<br />
network and<br />
develop a<br />
computing security<br />
policy<br />
Promote the participation<br />
of companies and I&D<br />
centres in international<br />
knowledge networks to<br />
launch strategic<br />
partnerships with<br />
institutions of<br />
international excellence<br />
Broadband connections in<br />
all schools across the<br />
country; promote the<br />
opening up of the school<br />
environment; facilitate<br />
the use of computers at<br />
home by students<br />
Duplicate the network of<br />
free public access spaces<br />
to broadband Internet<br />
with support from<br />
specialised personnel<br />
Implement the RCTS<br />
trunk and extend its<br />
connections to<br />
international networks<br />
(Geant2); Create a<br />
national AP security<br />
network and develop a<br />
computing security policy<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
In partnerships with MIT, Carnegie Mellon University and the University of Texas Austin more<br />
than four dozen companies are involved, most of the Associated Labs of the country and several<br />
investigation centres of a high number of university institutions and in particular all public<br />
universities. Measures continuing up to <strong>2010</strong><br />
Broadband connections in all public primary and secondary level education schools were<br />
completed in January 2006.<br />
Integration of ICT into educational activities and the training of ICT teachers was promoted.<br />
The acquisition of computers by students has been facilitated via IRS tax deductions from 1<br />
December 2005 to 31 December <strong>2008</strong>.<br />
The acquisition of computers by primary and secondary level students and teachers has been<br />
facilitated by e-school and e-pre-school <strong>programme</strong>s. Measures continuing up to <strong>2010</strong><br />
The Internet Network Spaces was organised with the 1st Meet of Internet Network Spaces held in<br />
November 2006. this network has grown substantially including 1,170 Internet spaces of several<br />
types: municipal public equipment in public libraries, social welfare institutions, Digital Inclusion Measures continuing up to <strong>2010</strong><br />
Centres, in Cities and Digital Regions, in Employment and Training Centres, in culture, recreation<br />
and sports centres, in computing clubs, in Live Science Centres.<br />
The bandwidth of international connections to scientific institutions of higher education has been<br />
increase by more than 8 times by the RCTS between July 2005 and July <strong>2008</strong> when it began<br />
operating at 10Gbps, and higher education was integrated into a single Virtual Campus with 5,000<br />
wireless access points. In 2006, the Lisbon-Braga connection increased to 10Gbps with the<br />
acquisition by FCCN of fibre optic cables, extended in 2007 to Porto-Viana do Castelo-Valenca,<br />
to the connection to Galiza, and in <strong>2008</strong> to Lisbon-Setubal-Evora-Portalegre-Fronteira do Caia, to<br />
complete a circular connecting ring of 10Gbps to the Geant2 <strong>European</strong> network via Spain.<br />
Within the scope of the RCTS a network and computer security (CERT.PT) response team has<br />
been operational since September 2002, specifically those caused by viruses, Spyware and other<br />
forms of intrusion. Until July 2007 this was the only computing security incident response team in<br />
<strong>Portugal</strong> which was internationally licensed, at which time another internationally licensed team<br />
began operations, namely at the Engineering Faculty of the University of Porto.<br />
Measures continuing up to <strong>2010</strong><br />
26
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Services with recourse to Citizen Card:<br />
- At this time 7 services are already available via the Citizen Web Portal, 3 of which are<br />
integrated in the Web Portal (Teenager Card Applications, Online Certificate Applications and<br />
Online Change-of-Address).<br />
Modernise Public<br />
Administration<br />
with the<br />
generalised use of<br />
ICT and create the<br />
public offer of<br />
citizenship Internet<br />
Stimulate<br />
professional<br />
training at all I&D<br />
levels in ICT<br />
Adoption of electronic<br />
government systems;<br />
Simplified access;<br />
promoting cost-reduction;<br />
ensuring<br />
free and no-cost access to<br />
public services and those<br />
of public interest made<br />
available on the Internet<br />
Training in basic ICT<br />
skills, ICT technology<br />
specialisation courses,<br />
polytechnic and<br />
university ICT training<br />
courses, advanced ICT<br />
Master's and PhD level<br />
training<br />
in progress<br />
Services with<br />
recourse to<br />
Citizen Card:<br />
in progress<br />
Services of<br />
the Citizen's<br />
Web Portal<br />
and Company<br />
Web Portal:<br />
in progress<br />
In progress<br />
Services of the Citizen Web Portal:<br />
- Online Change-of-Address on Citizen Card will be available shortly, which will be added to<br />
address changes at the other 12 participating entities<br />
- Between May (beginning of new online services) and July 1,446 applications for online changeof-addresses<br />
were received<br />
- During the 1st six months of <strong>2008</strong> 97,273 online certificates were requested, at an average of<br />
16,500 a month<br />
- The Online Certificate customer care centre responded to 22,156 requests for<br />
information/complaints during the first six months<br />
- The customer care centre of the Citizen Web Portal and Citizen's Shop attended to an average of<br />
11,500 contacts a month<br />
- The Citizen Web Portal provides information and forms for more than 900 Public<br />
Administration services covering more than 150 entities<br />
- The number of users registered during the first half of the year rose to 342,767 of which 217,991<br />
subscribe to the newsletter.<br />
- The average number of visits is 3,500,000.<br />
Services of the Company Web Portal:<br />
- 21 integrated trans-activity services<br />
- Providing a range of information and forms for more than 500 Public Administration services<br />
- The average number of visits totals 1,100,000<br />
'Preparation of various forms available via the Internet; payment of licences, in particular for<br />
hunting and fishing is now possible via ATM machines; Sport Fishing license, Began on 1<br />
January 2007, operated (it is applied for and obtained) via the ATM network; a balanced measure<br />
within the scope of the simplification of Administration taking on an innovative character whether<br />
for the target public or Administration itself which incurred no additional costs with the new<br />
licenses for this kind of fishing; the measure enables greater speed and quality of the service<br />
provided, recognised by users themselves and it is possible to issue a license on the spot 24h/day<br />
The Technology Specialisation Courses (CET) provide non-higher education post-secondary level<br />
training to level 4 and course conclusion with a pass grade is awarded a Technology Specialisation<br />
Diploma (DET) which affords access to a Certificate of Vocational Aptitude issued within the<br />
scope of the <strong>National</strong> System of Vocational Certification. In 2006 there was a far-reaching<br />
reorganisation of the CET's relating to access, training structure, the possibility of allocating a<br />
DET subject to the assessment of skills acquired and conditions of entry to higher education for<br />
those awarded diplomas. In August <strong>2008</strong> 91 CET's were registered offered at higher education<br />
institutions in ICT areas and created during the 2007-<strong>2008</strong> period (35% of the total CET's in all<br />
areas), in 30 locations, involving 31 institutions with 71 courses being offered by polytechnics and<br />
By the end of the year, new<br />
services will be launched via the<br />
dematerialisation of forms.<br />
Licences: 'Began on 1 January<br />
2007, around 220 thousand<br />
licenses were issued in the 1st<br />
year (2007) of which approx. 200<br />
thousand via ATM machines<br />
Measures continuing up to <strong>2010</strong><br />
27
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
21 by universities, 83% by public sector education and 17% by private sector and cooperative<br />
education. These courses were distributed among the following topics: 17 in the Development of<br />
Multimedia Products; 17 in Network & Computing System Installation & Maintenance; 8 in<br />
Automation, Robotics and Industrial Control; 9 in Computing Applications in Management; 7 in<br />
Information System Technology and Programming; 6 in Geographic Information Systems; 4 in<br />
Software Development & Systems Administration; 3 in Industrial Maintenance (Electronics &<br />
Automation); 3 in Mechatronics’ Technology; 2 in Electronics & Naval Automation; 2 in Website<br />
Construction & Administration; 2 in Electronic Systems & Computers; 2 in Telecommunications<br />
& Networks; 1 in each of the following areas: Automation and Industrial Instrumentation,<br />
Automation and Industrial Maintenance, Development of Information Systems, Electronics &<br />
Telecommunications, Network Management & Computing Systems, Computing, Local Computer<br />
Network Project & Installation, Database Specialist Technician, Topography and Geographic<br />
Information Systems. ICT courses offered at CET's have witnessed substantial expansion in<br />
recent years given that in 2005 there were 32 CET's in 11 locations, 16 higher education<br />
institutions and 8 themes.<br />
The number of PhD grants allocated by the Foundation for Science & Technology (FCT) has<br />
progressively risen reaching an increase of 77% compared to 2005 in 2007.<br />
28
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Create and<br />
promote the use of<br />
new services and<br />
content via the<br />
Internet<br />
Availability via the Web<br />
of informative,<br />
educational and cultural<br />
content of public interest<br />
Digital Libraries-<br />
Development of<br />
digitalisation and digital<br />
editing actions -<br />
Development of advanced<br />
services in digital<br />
storage.<br />
Development of advanced<br />
interoperation, search<br />
and content access<br />
services. Incrementing<br />
registration, storage and<br />
content management<br />
infrastructure consisting<br />
of a set of cinema rooms<br />
connected to a central<br />
system via which<br />
cinematographic works to<br />
be viewed will be<br />
available in a digital<br />
format, enabling cinema<br />
to be taken to those least<br />
privileged from a cultural<br />
point of view, allowing<br />
any room in any<br />
geographic location to<br />
join the same.<br />
Digitalisation and<br />
availability of cultural<br />
content: Promote the<br />
digitalisation and<br />
availability, specifically<br />
via the Internet, of<br />
content relating to mobile<br />
cultural heritage and<br />
document collections<br />
(specifically image banks<br />
and bibliographic<br />
collections, archives, and<br />
In progress<br />
Digital Libraries: 21,000 documents have already been digitalised, of which 9,563 documents<br />
are already published online. 276 Master's degree theses and dissertations amongst others have<br />
already been digitalised and are freely accessible online with their entire content and 2,536 with<br />
partial content (registered via the Dited service). Within the domain of Old Portuguese Volumes,<br />
200 works have been totally digitalised and around 40,000 cover pages are also already available.<br />
The digitalisation of around 50 encyclopaedias and Portuguese dictionaries of the 19th Century<br />
has already been completed, and is being organised for online availability. 280 thousand images of<br />
Portuguese newspapers from the 19th Century have been digitalised and the respective processing<br />
and creation of consultation copies is in progress.<br />
Digitalisation of the photographic documentation of Retaulos de Evora has been completed,<br />
Consultation was carried out for the conception and development of an application to put the<br />
image bank online and the technology platform is in the development phase.<br />
Cine Network consists of a set of cinema rooms connected to a central system via which<br />
cinematographic works to be viewed will be available in a digital format, enabling cinema to be<br />
taken to those least privileged from a cultural point of view, allowing any room in any geographic<br />
location to join the same.<br />
In 2007: Digitalisation of the content of - No. of films – 10<br />
No. of cinema rooms - 4<br />
Availability of the website of the <strong>National</strong> Forestry Authority (AFN) and the MADRP,<br />
relevant technical information on forestry resources for sector agents with the aim of continually<br />
improving the basic information required in decision-making<br />
Availability of the website of the Planning & Policy Council (GPP), relevant technical<br />
information on agri-food sectors with the aim of providing economic agents with the basic<br />
information required in decision-making - Sector Diagnostics & Indicators<br />
Alentejo Culture Network: Online availability of "in memory" database on immaterial cultural<br />
heritage as well as communications produced within the context of the International Colloquium<br />
"O Canto a Vozes".<br />
Electronic promoting of Cultural Heritage: The database on medium and large-size cultural<br />
equipment from the northern region as well as existing cultural associations has been completed.<br />
Information System and technology infrastructure at IPPAR: Creation of the IGESPAR I/P<br />
Information System for the production of content relating to archaeological properties and sites as<br />
well as the respective digitalisation, georeferencing and disclosure on the Internet; acquisition of<br />
computing equipment according to needs relating to the development of the new software.<br />
Creation of knowledge network at Public Libraries: General free public access to broadband<br />
Internet at public libraries via the supply at each library of two computers and an Internet<br />
connection in a WiFi environment; availability of content and services for citizens and library<br />
29
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
music) to those<br />
associated, within the<br />
context of the<br />
optimisation of resources<br />
and the encouragement of<br />
innovation, with<br />
attractive user-friendly<br />
products available to the<br />
public.<br />
Digital Cinema Network:<br />
Create a network of<br />
cinema rooms with digital<br />
cinema ("D-Cinema")<br />
distribution and<br />
exhibition technology.<br />
Virtual Workshop/<br />
Territorio Artes<br />
Programme:<br />
management and<br />
availability of<br />
information, online<br />
spectacle, atelier and<br />
expo hiring platform,<br />
contractualization of<br />
priority channels of<br />
investment between the<br />
Ministry of Culture (MC)<br />
and Municipalities.<br />
professionals via a web portal.<br />
Virtual Workshop/ Territorio Artes Programme: the Virtual Workshop (www.territorioartes.pt)<br />
is operational with three aspects: management and availability of information, online spectacle,<br />
atelier and expo hiring platform, contractualization of priority channels of investment between the<br />
Ministry of Culture (MC) and Municipalities.<br />
30
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Create a Forum for<br />
the Information<br />
Society<br />
Urban networks<br />
for competitiveness<br />
and innovation<br />
Creation of a forum with<br />
the participation of<br />
companies, investigation<br />
institutions, higher<br />
education institutions,<br />
public authorities and<br />
non-governmental<br />
organisations as well as<br />
individuals interested in<br />
activities within the area<br />
of the information<br />
society, information<br />
technologies and<br />
communications.<br />
Cooperation between<br />
neighbouring towns and<br />
cities, 15 regional<br />
network structuring<br />
<strong>programme</strong>s; 10 thematic<br />
networks to valorise<br />
heritage and common<br />
resources<br />
Completed The Forum for the Information Society was created in March 2006. Measures continuing up to <strong>2010</strong><br />
In progress<br />
This measure was included in the Regional Operational Programmes 2007-2013. In 2007 5 Urban<br />
Network Preparatory Actions for Competitiveness & Innovation were launched. In October <strong>2008</strong>,<br />
the first tender for the candidature of Strategic Programmes in town/city networks ends. These<br />
Strategic Programmes implement a strategy of cooperation and are the initiative of the<br />
municipalities involved and other urban players taking part in the Network.<br />
See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong> See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong><br />
Partnerships for<br />
urban renovation<br />
Creation of new<br />
instruments; Renovation<br />
of 20,000 apartments in<br />
particular in the<br />
metropolitan areas of<br />
Lisbon and Porto<br />
In progress<br />
This Measure is reflected in:<br />
a) Incentive measures for Urban Renovation: creation of the Extraordinary Support Regime for<br />
Urban Renovation (EC <strong>2008</strong> Law); new Judiciary Regime of Urban Renovation (under<br />
preparation).<br />
b) Integration in Regional PO's of policy document "Partnerships for Urban Regeneration". Within<br />
the scope of the first tender which was completed in <strong>2008</strong>, 23 Action Programmes have already<br />
been selected prepared by Local Partnerships for Urban Regeneration. The second tender for these<br />
Action Programmes is in progress (for urban centre structuring) and a tender for "isolated<br />
operations" in small centres.<br />
See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong> See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong><br />
31
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
New solutions for<br />
city quality and<br />
functionality<br />
Simplification and<br />
efficiency of<br />
territorial ordering<br />
instruments<br />
Digital cities &<br />
regions<br />
Implementation of<br />
a high-speed<br />
railway network<br />
Innovative solutions in<br />
response to city problems<br />
and urban demands<br />
Programme involving<br />
amendments to<br />
legislations,<br />
simplification,<br />
rationalisation and<br />
coordination of<br />
procedures and technical<br />
training.<br />
Fast access instruments to<br />
information and online -<br />
GETCID project<br />
consultation system<br />
Support for projects<br />
which promote a vision of<br />
territory based on the use<br />
of ICT, network<br />
organisation and<br />
knowledge.<br />
A competitive and<br />
sustainable public<br />
transport system will be<br />
developed between the<br />
major national urban<br />
centres and the Iberian<br />
Peninsula, integrated into<br />
a trans-<strong>European</strong><br />
interoperable network.<br />
REFER/RAVE is<br />
responsible for executing<br />
this which shall be<br />
implemented between<br />
2006 and 2015, and the<br />
involvement of project<br />
designers, civil works<br />
companies and suppliers<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
In <strong>2008</strong> the first tender for Innovative Actions for Urban Development launched within the scope<br />
of the Territory Valorisation PO was completed and 29 candidatures were presented. The selection<br />
process of candidatures to be financed in progress.<br />
See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong> See "Policy of Towns & Cities", Measures <strong>2008</strong>-<strong>2010</strong><br />
Revision of territorial management instruments, bearing in mind their simplification, effectiveness<br />
and transparency. Amendment of REN Legal System. Start-up of SNIT.<br />
See SNIT/Territorial Ordering & Urbanism Web Portal, Measure <strong>2008</strong>-<strong>2010</strong><br />
The Digital Cities & Regions projects total 33 projects including 287 of the country's 308<br />
municipalities and covering 95% of national territory with a total investment of more than 200m<br />
Euros.<br />
April <strong>2008</strong> - Signing of the service provision contract with Calatrava Architects for the extension<br />
and adaptation of the Oriente station to receive High Speed trains<br />
April <strong>2008</strong> – Resolution of the Council of Ministers (RCM) No.71/<strong>2008</strong> - Government confirms<br />
the preliminary approval of the location of the Third Crossing of the Tagus River in the Chelas-<br />
Barreiro corridor, integrating the Valencias railway (high speed and conventional) and road<br />
network<br />
2 June <strong>2008</strong> - Launch of PPP Tender for the project concession, construction, financing,<br />
maintenance and availability of railway infrastructure of the Poceirao-Caia stretch<br />
See SNIT/Territorial Ordering & Urbanism Web Portal,<br />
Measure <strong>2008</strong>-<strong>2010</strong><br />
Awarding of: PPP1 (Poceirao-Caia), PPP2 (Lisbon-<br />
Poceirao), PPP3 (Lisbon-Pombal), PPP4 (Pombal-<br />
Porto), PPP6 (signalling and communications) and<br />
Rolling Stock<br />
Execution of works start-up<br />
32
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Construction of<br />
new Lisbon airport<br />
of rolling stock<br />
equipment.<br />
Implementation of this<br />
project will enable<br />
<strong>Portugal</strong> to join the<br />
Trans-<strong>European</strong> High<br />
Speed Railway Network<br />
in which interoperability<br />
throughout the entire<br />
<strong>European</strong> community<br />
space is assured. This<br />
mobility shall bring<br />
important benefits in time<br />
saving and cost<br />
reductions in the<br />
movement of people and<br />
goods between <strong>Portugal</strong>,<br />
Spain and other countries<br />
in Europe.<br />
Construction of a new<br />
airport to replace the<br />
current Portela Airport<br />
whose capacity limit will<br />
be reached within a 10-<br />
year timeline, and<br />
commercial opening<br />
scheduled for 2017<br />
In progress<br />
Decision on final location, taken following Strategic Environmental Assessment Procedures of the<br />
locations of Ota and Campo de Tiro de Alcochete (RCM 85/<strong>2008</strong> of 8 May); Preventative soil use<br />
measures within the zone of influence of the new airport published (Decree No.19-<strong>2008</strong> of 1 July);<br />
Conclusion of financial analysis of venture, 1st draft of Concession Contract and definition of<br />
regulatory model (items currently under revision in the light of the new location and time taken).<br />
Conception of Urban Master Plan for New Lisbon Airport (NAL) in the CTA zone. Major<br />
consultants already selected (for Planning and Airport Conception, Finance and Legal). Tender for<br />
privatisation of the ANA and Construction of the New Airport based on the Urban Master Plan<br />
currently under development should be launched at the end of the first half of 2009. Development<br />
of the Statement of Environmental Impact (EIA) for NAL from the 2nd quarter of 2009<br />
Conclusion in <strong>2010</strong> (1st half) of<br />
tender to select the private sector<br />
investor for privatisation of the<br />
ANA and construction of the<br />
NAL within the zone of Campo<br />
de Tiro de Alcochete (CTA).<br />
Signing of the Concession<br />
Contract. Start of transfer of<br />
military installation from the<br />
CTA to free-up land plots.<br />
Continuation of the<br />
Initiative until 2017<br />
33
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Development of the<br />
<strong>National</strong> Logistic<br />
System<br />
Reform of<br />
automobile taxation<br />
with<br />
internationalisation<br />
of the<br />
environmental,<br />
social and<br />
infrastructure costs<br />
The Portuguese Logistical<br />
Plan is an integrated<br />
system that incorporates a<br />
planned and regulated<br />
structure, in addition to<br />
the enforcement of a<br />
strategical network of<br />
logistical platforms (12<br />
logistical platforms and 2<br />
air freight centres) located<br />
in close relation to the<br />
main consumer /<br />
production centres and the<br />
main borders, duly<br />
connected to transport<br />
infrastructures.<br />
Reform of the<br />
implemented automobile<br />
taxation process, it being<br />
essentially characterised<br />
by its integration into the<br />
new tax system<br />
component for carbon<br />
dioxide emissions, as<br />
taxable income.<br />
In progress<br />
In progress<br />
Publication of the Decree-Law n° 152/<strong>2008</strong>, of 5 th August, that approves the Legal Framework of<br />
the <strong>National</strong> Logistics Platform Network.<br />
Preparation (in progress) of the “Logistical <strong>Portugal</strong>” sectorial plan.<br />
Start of the infra-structural ‘Castanheira do Ribatejo’ logistical platform building works.<br />
Start of the Poceirão logistical platform AIA Process.<br />
As of July 2007, the environmental component started to represent, on average, around 30% of<br />
the Vehicle Taxation system, with the other 70% belonging to the engine capacity component.<br />
However, aimed at complying with the Kyoto agreement; as of the 1 st January <strong>2008</strong>, the<br />
environmental component started to represent 60% of taxation, with the other 40% thereby<br />
belonging to the engine capacity component. As a consequence, consumers started to opt for less<br />
polluting forms of transport, i.e.; those that have less CO2 emissions and have less cubic<br />
capacity, which thus determined a loss in revenue of around 16% in relation to that budgeted.<br />
Continuation of the development of<br />
the <strong>National</strong> Logistic System,<br />
thereby highlighting:<br />
Opening of the first Castanheira do<br />
Ribatejo industrial platform.<br />
Opening of the first Poceirão<br />
industrial platform.<br />
Conclusion as to the Leixões, Aveiro<br />
and Figueira da Foz platform<br />
infrastructure work.<br />
Implementing the measures set out in<br />
the OE 2009, aimed at reducing the<br />
negative impact of the <strong>reform</strong> in<br />
terms of taxation revenues and<br />
providing continuity for the<br />
progressive reduction of carbon<br />
dioxide emissions.<br />
-<br />
It is relevant to<br />
point out that<br />
<strong>Portugal</strong> was<br />
considered by the<br />
international<br />
community as one<br />
of the most<br />
progressive<br />
countries at carbon<br />
dioxide reduction<br />
levels within the<br />
automobile sector,<br />
thereby becoming,<br />
inclusively, a “study<br />
case”.<br />
34
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Energy Efficiency<br />
Promotion<br />
Create an energy<br />
certification and quality<br />
guarantee system for the<br />
internal air of buildings;<br />
Carry out disclosure<br />
campaigns in unison with<br />
construction and housing<br />
companies and Town<br />
Councils; Review the<br />
industry's Management<br />
Regulations of Energy<br />
Consumption (MREC) –<br />
in the wider sense of<br />
preparation of the<br />
<strong>National</strong> Energy<br />
Efficiency Action Plan<br />
(NEEAP); Implement<br />
Voluntary Agreements<br />
within certain active<br />
sectors; Qualify and<br />
expand public goods<br />
transport by utilising a<br />
labour-saving process;<br />
Promote more efficient<br />
types of vehicles.<br />
In progress Created the <strong>National</strong> Energy Certification and Internal Air Quality of Buildings System (SCE) –<br />
(Decree-Law n° 78/2006).<br />
Publishing of the Regulations on Energy Acclimatisation Systems in Buildings (RSECE), aimed<br />
at improving energy efficiency in buildings and reducing the consumption of electricity and CO2<br />
emissions (Decree-Law n° 79/2006).<br />
Publishing of the Regulations on the Thermal Behaviour Characteristics of Buildings (RCCTE),<br />
establishing the rules to be observed in the project-planning of all residential buildings and<br />
service buildings, those that do not have centralised acclimatisation systems (Decree-Law<br />
n°80/2006).<br />
Published works: the Minister Council Resolution n° 80/<strong>2008</strong>, 20.05 – <strong>National</strong> Plan for Energy<br />
Efficiency; Decree- Law n° 78/<strong>2008</strong> – Intensive Energy Consumption Management System and<br />
additional Regulations; and Decree-Law n° 108/2007 -12.04, that establishes the tariffs of high<br />
energy efficiency lighting, and the Government Order n° 54/<strong>2008</strong>, which defines application<br />
ranges and also n° 63/<strong>2008</strong>, that defines the value of the tariffs.<br />
<strong>National</strong> Plan of Action for Energy<br />
Efficiency (PNAEE) – to achieve, by<br />
2005, an improved level of energy<br />
efficiency at 10% of the final<br />
electricity consumption, relative to<br />
the final efficiency utilisation of<br />
energy and electrical services.<br />
Implementation of the Intensive<br />
Energy Consumption Management<br />
System that establishes the carrying<br />
out of obligatory-nature energy<br />
audits, regarding installations with<br />
energy consumption of equal to or<br />
greater than 1000 tep/year, over<br />
periods of six years and eight years,<br />
and installations with energy<br />
consumption of equal to or greater<br />
than 500 tep/year, but less than 1000<br />
tep/year. Operators are obliged into<br />
preparation of Energy Consumption<br />
Rationalisation Plans (PREn),<br />
establishing the goals relative to<br />
electrical and carbonic intensity as<br />
well as to the specific consumption<br />
of energy which, after approval, will<br />
be designated as Energy<br />
Consumption Rationalisation<br />
Agreements (ARCE).<br />
Utilisation of wind<br />
energy and other<br />
renewable forms of<br />
energy<br />
Increase the installed<br />
conversion capacity of<br />
wind energy to 5100 MW;<br />
intensify the usage of<br />
hydric potential and<br />
explore the usage of other<br />
renewable forms of<br />
energy – biomass-based<br />
energy, bio-gas, wavebased<br />
energy, hydric,<br />
photovoltaic. Take<br />
measures conducive to the<br />
clarification and<br />
In progress<br />
Wind Energy (eolic energy): Launching of a bid that is aimed at increasing the installed capacity<br />
in <strong>Portugal</strong> of up to 5100 MW by the end of 2012. The 1st phase of the bid allocated 1200 MVA<br />
of connected power. The 2nd phase assigned 600 MVA of power. In <strong>2008</strong>, the 3 rd phase was<br />
launched, to further assign 200 MVA.<br />
Forest Biomass: A bid was launched for the allocation of electrical production capacity at a total<br />
level of 100 MVA by <strong>2010</strong>, bound for 15 forest biomass thermal centres. 21 MW have already<br />
been awarded (4 production units), predicting the further adjudication of 8 more units by the end<br />
of <strong>2008</strong>.<br />
Biofuels: Transposed the Ministerial Order n° 2003/30/CE, of 8 th May, (Decree-Law n° 62/2006<br />
and n° 66/2006) and generated financial incentives for the production of biofuels via the<br />
exemption of VAT on products aimed at substituting conventional transport-based biofuels. A<br />
Wind Energy (eolic energy): creation<br />
of an industrial cluster, with a total<br />
investment of 1700 M €, creation of<br />
around 1500 job posts and the<br />
constitution of a 35 M € fund for<br />
innovations within renewable energy<br />
areas;<br />
Forest Biomass: an estimated<br />
investment of around 225 M € and<br />
the creation of around 700 job<br />
positions;<br />
Biofuels: Creation of industrial units<br />
with an estimated investment of 100<br />
35
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Utilisation of<br />
landfill biogas for<br />
the production of<br />
hydrogen batteries<br />
facilitation of<br />
administrative licensing<br />
measures.<br />
Improve the energy<br />
efficiency of the systems<br />
that utilise biogas thus<br />
generated from sanitary<br />
landfill.<br />
In progress<br />
target of 10% biofuel incorporation into traditional road fuels was established in 2007, up until<br />
<strong>2010</strong>, at the same time as promoting national farming tiers based on biofuels. This was published<br />
in the Government Order n° 1554-A/2007 that defines the maximum levels of VAT exemption<br />
for the years <strong>2008</strong>, 2009 and <strong>2010</strong>.<br />
Hydric power: Strengthen the capacity of existing hydroelectric infrastructures so as to reach<br />
5575 MW of installed capacity in <strong>2010</strong>, and also to reach, to the order of 70% of the utilisation<br />
of national hydric potential.<br />
Production of Electricity via Biogas: An established goal of 100 MW of installed potential as<br />
well as a special rate for the production of electricity via biogas obtained through anaerobic<br />
digestion.<br />
Wave Energy: Published in the Decree-Law n° 5/<strong>2008</strong>, which establishes the legal framework<br />
for the utilisation of public maritime domain goods for the production of electrical energy via<br />
wave power.<br />
Photovoltaic: Granted the licence for the ‘Central de Moura’ establishment, having an installed<br />
potential of 46.4 MW and a future production level of 56 GWh/year, including a global<br />
investment of 250 M €. Includes the creation of a photovoltaic modules factory, the creation of<br />
around 100 job positions and the installation of a research laboratory; Awarded the licence for<br />
the foundation of the 'Central de Serpa', with an installed potential of 11 MW and production<br />
predicted at being greater than 18 GWh/year, with an investment of 62 M €.<br />
Micro-generation: Promote the installation of 50,000 systems by <strong>2010</strong>, with stimulus to install<br />
solar-generated hot water in buildings. Published in the Decree-Law n° 363/2007, of 2 nd<br />
November, that establishes the applicable legal framework for the production of electricity by<br />
means of micro-generation units.<br />
Tenders for the allocation of national electrical network reception points for thermo-electrical<br />
and forest biomass centres.<br />
Algar and Amarsul projects:<br />
Civil Construction of the implemented Power-generator Centre; equipment in progress.<br />
Resulima Project:<br />
In progress. It is hoped that, in accordance with the latest information from AGNI (August<br />
<strong>2008</strong>), a definitive power usage solution will be fully established (with the integration of<br />
hydrogen batteries) in April 2009.<br />
M €;<br />
Hydric: Authorised Reception Points<br />
for 922 MW of new large<br />
Hydroelectric Centres, with an<br />
estimated investment greater than<br />
1000 M €;<br />
Wave Energy: Creation of a pilot<br />
zone with operating potential of up to<br />
250 MW for the technological<br />
development of new technology<br />
pilot-programs and the preparation of<br />
the regulatory legislation of the<br />
respective required authorizations<br />
(licences and concessions; ‘Central<br />
de Moura’, a predicted production<br />
output of 56 GWh/year, the creation<br />
of a photovoltaic modules factory,<br />
the creation of around 100 job<br />
positions and the installation of a<br />
research laboratory. ‘Central de<br />
Serpa’, a predicted output production<br />
greater than 18 GWh/year;<br />
Micro-generation: Simplify the legal<br />
framework of the licensing process,<br />
substituting the existing system for a<br />
simple registration framework,<br />
subject to technical compliance<br />
inspection. Creation of the Microproduction<br />
registration system<br />
(SRM).<br />
It is hoped this will have a positive<br />
impact and a subsequent reduction on<br />
the charges to be paid by Municipal<br />
investors in respect to the treatment<br />
of solid urban residues, as well as in<br />
the reduction of Greenhouse Effect<br />
Gases (GEG) and contribution to the<br />
increase of the Portuguese quota in<br />
relation to power production through<br />
renewable/alternative sources.<br />
36
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Execution of the<br />
Strategic Plan for<br />
Water Supply and<br />
Waste Water<br />
(PEAASAR II)<br />
Preparation and<br />
implementation of the<br />
Strategic Plan for Water<br />
Supply and Waste Water<br />
2007-2013 (PEAASAR<br />
II).<br />
In progress<br />
Within the scope of the Thematic Operational Programme of Territorial Enhancement (POVT) /<br />
<strong>National</strong> Strategical Reference Framework (NSRF) with the 1° tender for candidates for the<br />
preparation and implementation of the Strategic Plan for Water Supply and Waste Water 2007-<br />
2013 (PEAASAR II),<br />
Recovery,<br />
Valuation and<br />
Elimination of<br />
Dangerous<br />
Industrial Waste<br />
(CIRVER)<br />
Installation of Recovery,<br />
Valuation and Elimination<br />
of Dangerous Industrial<br />
Waste Centres (CIRVER).<br />
In progress<br />
Two CIRVER centres were completed and licensed in <strong>2008</strong>, with anticipated entering into full<br />
service during the year <strong>2008</strong> itself, with 200 workers involved in the construction of the<br />
CIRVER centre and a subsequent (probable) creation of new local job positions.<br />
Development in the local tertiary sector as a subsequent response to an increase in the demand<br />
for goods and services.<br />
Reduction in the social and economic<br />
differences between the different<br />
national regions, especially between<br />
the Chamusca Council and the most<br />
developed regional and national<br />
areas.<br />
Creation of qualified jobs, thereby<br />
attracting the working population via<br />
this high level of qualification;<br />
Diversification of local economic<br />
activities, currently registering a<br />
basic level of involvement; Sectorial<br />
and regional modernisation in the<br />
domain of environmental type supply<br />
and service activities to companies<br />
and private entities.<br />
Creation of around 105 directly<br />
related job positions; Creation of at<br />
least 160 indirectly related job<br />
positions.<br />
Reduction as to the dependency on<br />
regional employment in the farming<br />
sector via the type of directly and<br />
indirectly related job positions thus<br />
created.<br />
Creation of local expertise.<br />
Maintenance of local demographic<br />
employees or workers.<br />
Increase in local productive systems<br />
by contraposition to the excessive<br />
concentration of investment and<br />
employment in the coastal region.<br />
The capture of new investments for<br />
the council.<br />
37
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Extension of the<br />
Portuguese<br />
continental<br />
platform, in<br />
addition to more<br />
than 200 nautical<br />
miles (proposal)<br />
Extension of Portuguese<br />
national jurisdiction and<br />
sovereignty rights over<br />
existing resources in the<br />
contiguous marine depths<br />
(an increase of around<br />
30%)<br />
In progress<br />
Hydrographical exploratory studies were carried out in the Continental Portuguese region and<br />
around the Madeira Archipelago, with around 95% of the same survey being carried out around<br />
the Azores archipelago region. Exploratory seismic surveys are being conducted around the<br />
Banco de Galiza, SW of Madeira region and also around the SE region of the Azores<br />
Archipelagos. This collection of data, whose coverage area surpasses 1.2 million square<br />
kilometres, allows formal documentation to be prepared which thereby constitutes an extension<br />
to the Portuguese Continental Platform proposal; documentation that will be delivered to the<br />
Commission of the Continental Platform Exterior Limit (COPLA), created under the sphere of<br />
the United Nations Convention on the Law of the Sea (UNCLOS), for May 2009. Two<br />
hydrographical complementary verification surveys will also go ahead, those specifically relative<br />
to the definition of the entire 2500 metre bathymetric extension and additional areas of saturation<br />
in already selected areas, with complementary magnetism and gravimetric surveys also being<br />
carried out simultaneously.<br />
Implementation of<br />
a new “sea<br />
governance” model<br />
Creation of a permanent<br />
structure for topics<br />
relating to the sea;<br />
Maximise the utilisation<br />
of shipping routes.<br />
In progress<br />
After the adoption of the <strong>National</strong> Maritime Strategy (ENM) in November 2006 (RCM<br />
163/2006), the CIAM - Inter-ministerial Commission for Maritime Affairs (RCM 40/2007) was<br />
thus created, with the objective of coordinating, accompanying and evaluating the<br />
implementation of the ENM, thereby guaranteeing its union with other strategies, planning tools<br />
and programs of markedly transversal scope.<br />
CIAM created a network of focal points for each permanent member, with the objective of, in<br />
collaboration with the Portuguese Task Group for Sea Affairs, preparing specific plans of action<br />
that are outlined in the <strong>National</strong> Maritime Strategy, as well as other points that are also<br />
considered relevant.<br />
38
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Development of the<br />
electronic<br />
communications<br />
system, with<br />
particular emphasis<br />
on the offer of<br />
"Broadband”<br />
digital terrestrial<br />
television.<br />
Development of the<br />
electronic<br />
communications system,<br />
with particular emphasis<br />
on the offer of<br />
"Broadband” digital<br />
terrestrial television.<br />
In progress<br />
(continuous<br />
measure –<br />
market<br />
regulation)*.<br />
The<br />
Government<br />
Order n°s<br />
207-A/<strong>2008</strong> of<br />
25th February,<br />
207-B/<strong>2008</strong> of<br />
26th February,<br />
the Ministerial<br />
Order n°<br />
5266-B/<strong>2008</strong><br />
of 26th of<br />
February, the<br />
Ministerial<br />
Order n° 95-<br />
A/<strong>2008</strong> of<br />
25th February,<br />
the Resolution<br />
of the Council<br />
of Ministers<br />
n° 12/<strong>2008</strong> of<br />
22nd January,<br />
created the<br />
necessary<br />
framework for<br />
the launching<br />
of the public<br />
tender for the<br />
allocation of<br />
frequency<br />
utilisation<br />
rights for the<br />
digital<br />
terrestrial<br />
television<br />
Increase in the distribution of broadband services.<br />
Increase in competition within the broadband market.<br />
Reduction in the price of broadband access services.<br />
Increase in the services available in conjunction with broadband access services (triple-play).<br />
Increase in the speed of broadband services.<br />
Increase in the coverage of broadband access networks.<br />
Increase in the distribution of mobile broadband services.<br />
Growth of IP-TV.<br />
The launch of retail-based Naked DSL offers.<br />
SOURCES: ICP-ANACOM: Analysis of broadband access markets, quarterly Internet service<br />
access statistics, international comparison of broadband prices.<br />
DACA: Both of the tender procedures are currently within the analysis phase for each of the<br />
interested parties whilst the tender Evaluation Reports are thus prepared. In the case of the A<br />
Multiplexer – the bidder is <strong>Portugal</strong> Telecom, whereas bidding for Multiplexers B to F are<br />
<strong>Portugal</strong> Telecom and AirPlus.<br />
Allocation of the enabling usage rights will shortly follow conclusion of the legal procedure<br />
processes.<br />
This process thereby gives form to the objectives enunciated in the Programme of the XVII<br />
Constitutional Government, namely, equal access to digital television transmissions by any<br />
group of citizens, independent of their social or territorial status.<br />
Increase in the distribution of<br />
broadband services; Increase in the<br />
competition within the broadband<br />
market; Reduction in the price of<br />
broadband access services; Increase<br />
in the services available in<br />
conjunction with broadband access<br />
services (triple-play).<br />
Increase in the speed of broadband<br />
services; Increase in the coverage of<br />
broadband access networks.<br />
Increase in the distribution of mobile<br />
broadband services; Growth of IP-<br />
TV.<br />
The launch of retail-based Naked<br />
DSL offers.<br />
DACA: The following results /<br />
impacts are thus to be carried out:<br />
• Digital transmission for Internet<br />
access, without monthly sign-up<br />
costs, on the part of the national<br />
general public, thereby providing, at<br />
the minimum, television program<br />
transmission services via the current<br />
terrestrial analogue system;<br />
• Stimulation as to the development<br />
and understanding of the Information<br />
Technology Society via coverage and<br />
popularity of the terrestrial system;<br />
• Promotion of competition within<br />
the electronic communication sector,<br />
via the emergence of an alternative<br />
platform, for specific access to<br />
digital television;<br />
• More efficient utilisation of the<br />
radio-electric spectrum and liberation<br />
of the frequencies use by the<br />
analogue system, ideally to be<br />
concluded by 2012, as advocated by<br />
39
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
broadcasting<br />
service, the<br />
company ICP-<br />
ANACOM, by<br />
deliberation<br />
on 30th<br />
January,<br />
thereby<br />
approving the<br />
public tender<br />
Regulation for<br />
the allocation<br />
of the usage<br />
rights to<br />
frequencies at<br />
national level<br />
for the<br />
providing of a<br />
digital<br />
terrestrial<br />
television<br />
broadcasting<br />
service, to<br />
which<br />
Multiplexer A<br />
will be<br />
associated.<br />
Simultaneousl<br />
y, it was<br />
published<br />
through the<br />
Government<br />
Order n° 207-<br />
A/<strong>2008</strong> of<br />
25th February,<br />
various communitarian instances;<br />
• The creation of suitable conditions<br />
for the development of new services;<br />
• Potential stimulus of the Portuguese<br />
content, application and equipment<br />
industry;<br />
40
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
approval of<br />
the public<br />
tender<br />
Regulation for<br />
the allocation<br />
of usage rights<br />
to frequencies<br />
at national and<br />
segmental<br />
level for the<br />
terrestrial<br />
digital<br />
television<br />
broadcasting<br />
service and for<br />
the licensing<br />
of the<br />
distribution<br />
operator, with<br />
the objectives<br />
of:<br />
a) the<br />
allocation of<br />
five frequency<br />
usage rights,<br />
reserved for<br />
the terrestrial<br />
digital<br />
television<br />
broadcasting<br />
service within<br />
the <strong>National</strong><br />
Frequency<br />
Allocation<br />
Plan (QNAF),<br />
corresponding<br />
to two<br />
national<br />
coverage<br />
levels, to<br />
which<br />
multiplexers B<br />
41
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
and C will be<br />
associated,<br />
and to three<br />
continental<br />
territory<br />
partial<br />
coverage<br />
levels, to<br />
which<br />
multiplexers<br />
D, E and F<br />
will be<br />
associated,<br />
and in call<br />
cases, having<br />
the Single<br />
Frequency<br />
Network<br />
(SFN) as their<br />
base, within<br />
the ranges of<br />
frequencies<br />
identified in<br />
the annex of<br />
the B to F<br />
Muxes<br />
Regulations<br />
Tender.<br />
b) Licensing<br />
of the<br />
distribution<br />
operator<br />
responsible<br />
for television<br />
activity, thus<br />
consisting of<br />
the selection<br />
and<br />
aggregation of<br />
access<br />
services that<br />
are either<br />
conditional or<br />
42
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
nonconditional<br />
subscriber<br />
programs, as<br />
well as<br />
providing<br />
public<br />
availability<br />
via the<br />
aforementione<br />
d terrestrial<br />
digital<br />
television<br />
broadcasting<br />
service.<br />
The five<br />
frequency<br />
utilisation<br />
rights and the<br />
operator<br />
distribution<br />
licence are<br />
allocated to a<br />
single entity.<br />
The delivery<br />
deadline for<br />
candidature<br />
entries for<br />
both tenders,<br />
terminated at<br />
16:00 hours<br />
on 23rd April<br />
<strong>2008</strong>.<br />
43
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Revision of the<br />
regulatory<br />
framework for the<br />
communications<br />
sector<br />
Revision of the regulatory<br />
framework for the<br />
communications sector<br />
DRE:<br />
Analysis of<br />
proposals for<br />
revision from<br />
the <strong>European</strong><br />
Commission<br />
in progress<br />
Completed<br />
DRE: Proposals for revision of the regulatory framework were submitted by the <strong>European</strong><br />
Commission under the Portuguese Presidency, and their analysis was carried through to the<br />
Slovenian Presidency and, currently, the French Presidency.<br />
DRE: Proposals for revision are<br />
expected to be adopted in 2009,<br />
so as to come into force in <strong>2010</strong><br />
or 2011.<br />
Transposition of<br />
Community<br />
Directives in<br />
relation to the<br />
Internal Energy<br />
Market (Electricity<br />
and Natural Gas)<br />
Preparing national<br />
legislation establishing<br />
the legal framework for<br />
the internal energy<br />
market.<br />
Published:<br />
- DL 29/2006, of 15 February, which transposed the principles of Directive 2003/54/EC – IEM<br />
and establishes the general bases for the organisation and functioning of the <strong>National</strong> Electrical<br />
System (NES); DL 172/2006, of 23 August, which completes the transposition of the Directive<br />
and develops the general principles of the organisation and functioning of the NES.<br />
- DL 30/2006, of 15 February, which transposed the principles of Directive 2003/55/EC – Natural<br />
Gas and establishes the general bases for the organisation and functioning of the Natural Gas<br />
System (NGS); DL 140/2006, of 26 July, which completes the transposition and establishes the<br />
general principles of the NGS.<br />
Corporate<br />
restructuring of the<br />
energy sector<br />
(through the<br />
creation of<br />
conditions for the<br />
establishment of<br />
integrated gas and<br />
electricity<br />
operators)<br />
Restructuring the three<br />
main businesses in the<br />
sector, in fulfilment of<br />
Resolution of the Council<br />
of Ministers (RCM) no.<br />
169/2005, of 24 October,<br />
in such a way that there is<br />
more than one relevant<br />
integrated operator in the<br />
electricity and natural gas<br />
sectors.<br />
Completed<br />
An agreement was reached for the shareholder structure of Galp Energia enabling disposal, in<br />
favour of REN, of regulated assets for the reception, storage and transport of natural gas.<br />
Resolution of the Council of Ministers no. 85/2006 of 30 June was published, which authorises<br />
REN to incorporate new companies, whose aim is to ensure the implementation of concessions for<br />
the public transport service of natural gas under high pressure, of underground storage of natural<br />
gas and the reception, storage and regasification of liquid natural gas, under the scope of the<br />
<strong>National</strong> Natural Gas System.<br />
44
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Drawing-up of<br />
Basic Laws<br />
(Electrical Sector;<br />
Petroleum Sector;<br />
Natural Gas<br />
Sector)<br />
Setting up the national<br />
legal framework - Basic<br />
Laws for the electricity,<br />
natural gas and petroleum<br />
sectors.<br />
Completed<br />
Legal framework of the sector:<br />
Three Decree-laws were approved (29, 30 and 31, of 15 February 2006), which establish the<br />
legislative framework for the electricity, natural gas and petroleum sectors, defining, for each<br />
sector, a coherent legal framework, aligning the principal strategic energy objectives of RCM no.<br />
169/2005 with the Community legislation.<br />
MIBEL–<br />
Development of<br />
necessary measures<br />
for its functioning<br />
Creation of Integrated<br />
Electrical Energy Market<br />
in the Iberian Peninsula,<br />
through the creation of a<br />
Regulatory Council;<br />
Termination of Power<br />
Purchase Agreements<br />
(PPA); launching and<br />
recognition of<br />
OMIP/OMIClear as an<br />
integral part of the market<br />
management body for<br />
fixed-term transactions.<br />
In progress<br />
The Santiago Agreement was published by the Portuguese Parliament, creating the conditions for<br />
the formal start of the Iberian Electricity Market.<br />
DL 240/2004 of 27 December published, which defined the conditions for the termination of<br />
Power Purchase Agreements (PPA) and the creation of compensatory measures with regard to the<br />
position of each of these contracts, amended by DL 199/2007 of 18 May.<br />
Approval of Government Order no. 643/2006 of 26 June, which amends Government Order no.<br />
139/2005 of 3 February (electrical energy marketers and external agents), to consider the<br />
performance of the marketer of last resort under the scope of MIBEL and make the recognition of<br />
Spanish producers, marketers and other agents automatic, who will no longer be considered as<br />
external agents. DGGE Ministerial Order no. 780/2007 of 16 January published, which approves<br />
the schedule for eligible auctions in 2007. Government Order no. 782/2007 of 19 July published,<br />
which recognises the management body for both daily and intra-daily MIBEL markets, under the<br />
terms of Art. 56 of D.L. no. 172/2006 of 23/08 and establishes the special rules for energy<br />
purchasing within the scope of international agreements signed by marketers of last resort,<br />
provided for in Art. 51 of Decree-law no. 264/2007 of 24/07 published by MEI (Ministry of<br />
Economy and Innovation), altering DL nos. 204/2004 (Art. 14 and 15) and 172/2006 (Art. 55 and<br />
70), stipulating a set of measures aimed at the implementation of a new stage in the application<br />
and furthering of MIBEL. Ministerial Order no. 27332/2007, 04/12, ERSE, approves the joint<br />
rules for contracting interlink capacity. Government Order no. 57/<strong>2008</strong>, 11/01 (MEI), defines the<br />
rules applicable to the sale of electrical energy under the Virtual Electrical Energy Production<br />
Capacity Auctions format. Ministerial Order no. 2838/<strong>2008</strong>, 05/02 (MEI), concerning<br />
authorisation to participate in the Virtual Electrical Energy Production Capacity auctions for<br />
sellers who operate within the scope of MIBEL. Between Jun/Sept 2007, the first virtual capacity<br />
auctions were held, on the Portuguese side, organised by REN Trading. The 3 rd and 4 th auctions<br />
with REN Trading and EDP Gestão Produção Energia, SA. have already been held in the 1 st<br />
quarter of <strong>2008</strong>.<br />
Measure to be carried through to<br />
the <strong>2008</strong>-<strong>2010</strong> period.<br />
45
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Bring the timetable<br />
for the<br />
liberalisation of the<br />
Natural Gas<br />
Market forward to<br />
be completed by<br />
<strong>2008</strong><br />
Bring forward the<br />
timetable for the<br />
liberalisation of the Gas<br />
Market as provided for by<br />
the derogation previously<br />
granted to natural gas,<br />
advancing the deadline<br />
for domestic consumers<br />
by two years and the<br />
deadline for industry by<br />
one year. Preparing the<br />
legislative framework set<br />
out in D.L. no. 30/2006 of<br />
15 Feb.<br />
Completed<br />
DL 140/2006 26 July, published, which sets out the general principles for the organisation and<br />
functioning of NNGS, approved by DL 30/2006 of 15 Feb. and which completes the transposition<br />
of <strong>European</strong> Parliament and Council Directive 2003/55/EC of 26 June 2003.<br />
The following Government Orders were published: 1. Government Order no. 929/2006, of 7<br />
September, which approves the draft licence to freely sell natural gas; 2. Government Orders nos.<br />
930/2006 of 7 September, and 1295/2006 of 22 November, which approve the draft licence to sell<br />
NG as last resort sales company; 3. Government Order no. 1296/2006 of 22 November, which<br />
defines the requirements for local public service NG distribution licences through the operation of<br />
local grids, respective transmission and operation rules.<br />
The following RCMs were published: 105/2006, 106/2006, 107/2006, 108/2006 and 109/2006, of<br />
23 August.<br />
Improvement of<br />
the Port regulation<br />
system<br />
The aim is to improve the<br />
regulation of the port<br />
system, so as to enable<br />
and foster competitive<br />
practices that benefit<br />
external commerce. It<br />
will have as associated<br />
measures the drawing up<br />
of the framework law for<br />
the concession of port<br />
facilities for public and<br />
private use, the<br />
restructuring of dock<br />
labour, the flexibilisation<br />
of Customs practice in the<br />
use of Portuguese Ports<br />
and the encouragement of<br />
new information and<br />
communication<br />
technologies in the ports.<br />
In progress<br />
The Sole Port Window is already working and will be in full operation in all main ports by the end<br />
of <strong>2008</strong>.<br />
Continuing development of work<br />
to improve regulation of the port<br />
system, specifically through the<br />
entry into force of the Law on<br />
Ports and its implementation<br />
-<br />
46
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Contractualisation<br />
of public transport<br />
services<br />
Contractualisation of<br />
public transport service<br />
through the signing of<br />
Public Service Provision<br />
Contracts, preceded by<br />
tenders, aimed at<br />
regulating in a transparent<br />
manner payment for the<br />
provision of public<br />
service required from<br />
public and private<br />
operators. It is thus<br />
expected to achieve the<br />
economic balance of the<br />
operation of public<br />
transport services,<br />
enabling the<br />
strengthening of their<br />
quality and making them<br />
demand-orientated.<br />
In progress<br />
General approval of the legislative proposal that approves the legal system of the Lisbon and<br />
Oporto Metropolitan Transport Authorities in July <strong>2008</strong><br />
Conclusion of the revision of the<br />
regime that establishes the legal<br />
framework for the contracting of<br />
public passenger transport<br />
services, taking into account the<br />
pattern established by <strong>European</strong><br />
Parliament and Council<br />
Regulation (EC) no. 1370/2007 of<br />
23 October 2007, with regard to<br />
public road and rail passenger<br />
services.<br />
In the metropolitan areas, this<br />
new regime should take into<br />
account the creation of the<br />
Metropolitan Transport<br />
Authorities. The new contracting<br />
regime also involves the revision<br />
of the Vehicle Transport<br />
Regulations (VTR), in force since<br />
1948.<br />
-<br />
47
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Implementation of<br />
a technological<br />
platform for the<br />
construction sector<br />
This measure includes:<br />
- the creation of a<br />
technological support<br />
base for on-line public<br />
tenders<br />
- dematerialisation of<br />
links to be carried out<br />
with the public services<br />
involved in licensing<br />
procedures<br />
- enabling consultation,<br />
by consumers, of the<br />
property identity card,<br />
resulting from the<br />
redefinition and<br />
simplification of the<br />
content of the Technical<br />
Description of the<br />
Building (FTH)<br />
- links to the <strong>European</strong><br />
Construction Platform, to<br />
help in the raising of<br />
funds available in the<br />
NSRF<br />
In progress<br />
-Definition of the structuring phase and of the terms of reference of the Portuguese Construction<br />
Technological Platform (PTPC) integrated in the <strong>European</strong> Construction Technological Platform.<br />
This was presented on 11 February last, at Batalha Monastery, by the Minister for Public Works,<br />
Transport and Communications and by the Secretary of State for Science, Technology and Higher<br />
Education.<br />
-Presentation, in December 2007, of the legislative proposal for the creation of the Property<br />
Identity Card (BII).<br />
-Development of a strategy for<br />
implementing the PTPC, to<br />
ensure the participation of the<br />
companies in the sector.<br />
- Conclude the connections with<br />
databases from other ministries<br />
and the exchange of information<br />
(social security, finance, justice)<br />
in order to have a simplified<br />
process to request the activity<br />
procedures.<br />
- Complete the implementation<br />
of the integrated system of<br />
management of InCI, in order to<br />
receive and analyse the<br />
information received.<br />
48
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Revision of the<br />
regulatory<br />
framework of the<br />
construction and<br />
real estate sector<br />
This measure includes:<br />
- Register of real estate<br />
agents and the creation of<br />
an insurance for structural<br />
damage to property<br />
- Regulation of<br />
condominium<br />
administration activity<br />
- Revision of the legal<br />
regime for construction<br />
- Centre for Mediation<br />
and Arbitration<br />
In progress<br />
- To start the <strong>reform</strong>ulation process of the legal framework of construction and real estate sector,<br />
in order to have a regulation in the chain-value of the sector. There have been identified the<br />
actions needed to implement the regulatory rules, as well as the changes needed to stimulate the<br />
development of the sector and the simplifications of procedures, reinforcing the monitorization<br />
and fiscalization of the activities and the protection of consumer rights.<br />
- It was made the analysis of the legislation of the construction activity in Europe, and it has been<br />
designed a plan with the following activities:<br />
a) Reformulation of Decree-Law 12/2004 of 9 January – Legal framework for the granting of<br />
construction licences;<br />
b) Reformulation of the DLaw 211/2004, 20th January, that regulate the real estate activity<br />
c) Creation of the legal framework to real estate promotion activity;<br />
d) Regulation of property development and condominium administration and management<br />
activities;<br />
c) Creation of a legal framework for property evaluators.<br />
- It was started the procedures to create and implement the Centre for Mediation and Arbitration,<br />
and the documentation is under preparation to officially incorporate the Association that will<br />
create and manage the Centre, which will later be decentralised with the opening of regional<br />
offices.<br />
- In preparation the legal framework of real estate ID Card<br />
- In preparation the Electronic Book for constructions, following the Legal Regime for<br />
Urbanization and Construction (Law 60/2007, 16th December), that with involve part of the<br />
information about the specifications of the construction that is in the FHT.<br />
Approval of the legal framework<br />
of construction and real estate<br />
sector, that will involves the:<br />
Reformulation of Decree-Law<br />
12/2004 of 9 January – Legal<br />
framework for the granting of<br />
construction licences;<br />
b) Reformulation of the DLaw<br />
211/2004, 20th January, that<br />
regulate the real estate activity<br />
c) Creation of the legal<br />
framework to real estate<br />
promotion activity;<br />
d) Regulation of property<br />
development and condominium<br />
administration and management<br />
activities;<br />
c) Creation of a legal<br />
framework for property<br />
evaluators.<br />
- Implementation of the Centre<br />
for Mediation and Arbitration<br />
- Approval of the legal<br />
framework of real estate ID Card<br />
- Approval of the Electronic<br />
Book for construction<br />
49
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Gradual controlled<br />
liberalisation of<br />
postal services **<br />
The concession contract<br />
of CTT with the State<br />
was agreed, to reflect EU<br />
regulations concerning<br />
liberalisation.<br />
In progress.<br />
DRE:<br />
Directive<br />
<strong>2008</strong>/6/EC<br />
that totally<br />
liberalises the<br />
postal market<br />
from 31<br />
December<br />
<strong>2010</strong> has been<br />
adopted<br />
A) Publication on 27/02/<strong>2008</strong> of Directive <strong>2008</strong>/6/EC, which alters Directive 97/67/EC,<br />
anticipating the total liberalisation of the market by 31/12/<strong>2010</strong>.<br />
B) Publication in 2007 of a study made by Accenture for ICP-ANACOM on the development of<br />
competition in the Portuguese postal market***.<br />
C) In July <strong>2008</strong> new Agreements for universal postal prices and quality of service were signed<br />
between CTT and ICP-ANACOM, in force from <strong>2008</strong> to <strong>2010</strong>.<br />
DRE: A Common Position on the Postal Directive was obtained under the Portuguese Presidency.<br />
Transposition of Directive<br />
<strong>2008</strong>/6/EC for the total<br />
liberalisation of postal services by<br />
31/12/<strong>2010</strong> (including<br />
specifically: setting of date for<br />
total liberalisation in <strong>Portugal</strong> and<br />
for universal service obligations<br />
from that date; assessment of its<br />
net costs and funding regime;<br />
postal operator statute; conditions<br />
of access to the public postal<br />
network; protection of the<br />
interests of citizens and<br />
consumers).<br />
* The most recent<br />
developments<br />
should be noted:<br />
- Launch of public<br />
consultation on the<br />
regulatory approach<br />
to the new access<br />
networks;<br />
- Issuing of draft<br />
decision on the<br />
analysis of the<br />
broadband access<br />
market;<br />
- Implementation of<br />
Naked DSL;<br />
- Decision on<br />
limitation of<br />
number of rights for<br />
usage of<br />
frequencies<br />
reserved for<br />
broadband access<br />
via radio (BWA) in<br />
the frequency<br />
bandwidths 3400-<br />
3800 MHz and on<br />
the respective<br />
procedure for<br />
allocation.<br />
** Note: This<br />
reference to the<br />
concession contract<br />
with CTT could be<br />
relative to the<br />
transposition in<br />
2003, via DL<br />
116/2003, of<br />
Directive<br />
2002/39/EC that<br />
amends Directive<br />
97/67/EC with<br />
regard to the<br />
opening up to<br />
50
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Conclusion of<br />
transposition of<br />
Community<br />
Directives relating<br />
to the Action Plan<br />
for Financial<br />
Services<br />
Acting on<br />
incomplete<br />
segments of the<br />
market through the<br />
reinforcement of<br />
the capacity for<br />
intervention by the<br />
Guarantee Fund<br />
for Credit<br />
Securitization, the<br />
Venture Capital<br />
Transposition of<br />
Directives:<br />
- Prospectus Directive:<br />
Transposed;<br />
- Market Abuse Directive<br />
(total 4 Directives):<br />
Transposed;<br />
- Pension Funds<br />
Directive: Transposed;<br />
- Distance Marketing of<br />
Financial Services<br />
Directive: Transposed;<br />
- Financial Conglomerate<br />
Directive: Transposed.<br />
Mobilising public funds<br />
(FSCR, FCGM and<br />
FGTC) and inducing their<br />
relationship with the<br />
financial system for the<br />
allocation of savings to<br />
SME investment.<br />
In progress<br />
Completed<br />
Prospectus, Market Abuse (total 4 Directives), Pension Funds, Distance Marketing of Financial<br />
Services and Financial Conglomerate Directives transposed.<br />
Completion of the 1st operation of credit securitization supported by FGTC and the application of<br />
resources freed up in new credits to SMEs.<br />
Energising the Mutual Counter-Guarantee Fund and the Syndication Fund through the FINICIA<br />
Programme (small scale operations in their start-up phase).<br />
competition of the<br />
Community postal<br />
services, given that<br />
PNACE 2005/<strong>2008</strong><br />
refers (on page 31)<br />
to this DL.<br />
Alternatively, it<br />
could be in relation<br />
to the alteration of<br />
the concession<br />
contract associated<br />
with DL 112/2006,<br />
which introduced<br />
alterations to the<br />
concession Bases<br />
(without, however,<br />
altering the phases<br />
of liberalisation).<br />
The transposition of<br />
Directives on<br />
money laundering<br />
and terrorism<br />
financing is in<br />
progress.<br />
51
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Syndication Fund<br />
and the Mutual<br />
Counter-Guarantee<br />
Fund<br />
Rationalisation and<br />
broadening of the<br />
pre-school network<br />
(including early<br />
health intervention<br />
<strong>programme</strong>s)<br />
Programme of<br />
Sensitisation to the<br />
English Language<br />
in primary<br />
education<br />
Monitoring<br />
Programme for<br />
mathematics<br />
teachers (of the 1st<br />
cycle of compulsory<br />
education)<br />
Programme of<br />
experimental<br />
teaching of science<br />
and sensitisation to<br />
the use of ICT in<br />
primary and<br />
secondary schools<br />
Guaranteeing that 100%<br />
of 5-year old children<br />
attend pre-school<br />
education in 2009, aiming<br />
at a coverage of 90% of<br />
children between the ages<br />
of 3 and 5 by <strong>2010</strong>.<br />
Generalising the teaching<br />
of English from the 1st<br />
cycle of compulsory<br />
education, covering all<br />
students in this cycle by<br />
2009<br />
Monitoring Programme<br />
for mathematics teachers<br />
(of the 1st cycle of<br />
compulsory education)<br />
Sensitisation to the use of<br />
ICT in primary and<br />
secondary schools<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
Academic Year 2007/08 – pre-school attendance: 92% of children aged 5 and 77% of children<br />
between 3 and 5;<br />
Academic Year 2007/08 – English offered to 98.5% of students in school Years 3 and 4 and to<br />
51.2% of Years 1 and 2 students (for these two years of schooling, English is compulsory from the<br />
Academic Year <strong>2008</strong>/09);<br />
Continuing training and monitoring of 6000 teachers in 2006/2007. Teacher training is being<br />
carried out with the support of tutors from Universities and Teacher Training Colleges and is<br />
delivered in-service in primary schools.<br />
Launching of continuous training <strong>programme</strong>s for teachers of the 1st cycle of compulsory<br />
education in areas of experimental science teaching (in 2006/2007); reinforcement of intervention<br />
by the Live Science Agency in primary and secondary schools to strengthen the experimental<br />
teaching of science and twinning with scientific institutions (2007). Programme of Sensitisation to<br />
Experimental Science Teaching in Primary Education<br />
52
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
<strong>National</strong><br />
Portuguese<br />
Language Reading<br />
Scheme<br />
Launch of <strong>National</strong><br />
Reading Scheme;<br />
Continuing training<br />
<strong>programme</strong> in Portuguese<br />
Language, aimed at<br />
teachers in primary<br />
education; Intervention<br />
by Ministry of Culture,<br />
fundamentally in public<br />
libraries and other nonconventional<br />
reading<br />
places, seeking to reach<br />
students and the general<br />
public.<br />
Launching of national<br />
<strong>programme</strong> for assessing<br />
primary and secondary<br />
schools<br />
In progress<br />
The “<strong>National</strong> Network for the Promotion of Reading” project aims, through a technological<br />
platform, to disseminate, specifically, guidance techniques and instruments, reading suggestions,<br />
good practice in reading incentives and also wishes to mobilise institutions and reading mediators,<br />
activating qualitatively and technically superior mechanisms of articulation between the various<br />
agents who work in the field of promoting reading.<br />
Consolidation of the DGLB site<br />
(General Direction of the Book<br />
and Libraries) with the portal of<br />
the Public Library Network.<br />
Primary and<br />
secondary schools<br />
assessment<br />
<strong>programme</strong><br />
New Opportunities<br />
Initiative<br />
Making Year 12 the<br />
minimum training frame<br />
of reference for all young<br />
people, investing, in the<br />
case of young people, in<br />
the strengthening of<br />
vocational training with<br />
double certification and,<br />
in the case of adults, in<br />
the expansion of the<br />
provision of Education<br />
and Training Courses and<br />
on the broadening of the<br />
RVCC System.<br />
In progress<br />
In progress<br />
397 schools/groupings – 24 in the pilot phase; 100 in 2006/07 and 273 in 2007/08 – have already<br />
been assessed as part of the process of external evaluation of schools. In <strong>2008</strong>/09, 291<br />
schools/groupings will be evaluated.<br />
Young people:<br />
Primary education (2007): about 44,129 young people enrolled in double certification courses,<br />
increase in vacancies in Education and Training Courses (CEF) through the existence of 2,090<br />
courses (800 more than in the previous academic year).<br />
Secondary education (2007): 120,764 young people enrolled in double certification courses.<br />
Adults:<br />
Since the start, the Initiative has reached about 516,000 adults, 161,683 of whom have finished<br />
their school certification.<br />
Between 2007 and August <strong>2008</strong>, 447,774 applicants enrolled in New Opportunities Centres, of<br />
whom 92,351 obtained a school certificate. Of these, 4,021 people obtained a secondary level<br />
certificate.<br />
More than 500 protocols and cooperation agreements have been signed with the aim of mobilising<br />
employers and workers (about 600,000 people) for the qualification effort.<br />
<strong>2008</strong> saw the broadening of the RVCC processes to secondary and professional skill levels.<br />
In 2007, the professional RVCC was tested in 16 professional job profiles in 43 IEFP Centres of<br />
Professional Training, and it is estimated that from <strong>2008</strong>, this <strong>programme</strong> will be progressively<br />
extended to all professional job profiles contained in the <strong>National</strong> Qualifications Catalogue and<br />
operating as a nationwide network of Centres.<br />
Strong expansion of the network of New Opportunities Centres (NOC), with about 457 Centres,<br />
considerably surpassing the target set for <strong>2008</strong> (157 more than expected).<br />
Existence of double certification training provision for adults outside working hours in most<br />
NOCs.<br />
Vocational Education/Training<br />
at secondary level (double<br />
certification):<br />
- no. of young people enrolled<br />
in <strong>2010</strong>: 145,000<br />
- no. of young people covered<br />
from the start of the initiative up<br />
to <strong>2010</strong>: 650,000<br />
Vocational Education/Training<br />
at primary level (double<br />
certification):<br />
- no. of young people enrolled<br />
in <strong>2010</strong>: 27,500<br />
- no. of young people covered<br />
from the start of the initiative up<br />
to <strong>2010</strong>: 112,500<br />
Broadening of Professional<br />
Training to public secondary<br />
schools: Total of new<br />
professional courses created from<br />
the start of the initiative up to<br />
<strong>2010</strong>: 450<br />
'Recognition, Evaluation and<br />
Certification of Competences<br />
53
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Scheme”:<br />
- no. of adults awarded<br />
compulsory schooling<br />
certification in <strong>2010</strong>: 75,000<br />
- no. of adults awarded<br />
secondary school certification in<br />
<strong>2010</strong>: 125,000<br />
- Total no. of adults awarded<br />
certificates from the start of the<br />
initiative to the end of <strong>2010</strong>:<br />
650,000<br />
Adult Education & Training<br />
Courses<br />
- no. of adults awarded<br />
compulsory schooling<br />
certification in: 42,000<br />
- no. of adults awarded<br />
secondary school certification in<br />
<strong>2010</strong>: 65,000<br />
- Total no. of adults awarded<br />
certificates from the start of the<br />
initiative to the end of <strong>2010</strong>:<br />
650,500<br />
No. of New Opportunities Centres<br />
in <strong>2010</strong>: 500<br />
54
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Formalisation of<br />
the Bologna<br />
Process and <strong>reform</strong><br />
of higher education<br />
Implementing the<br />
Bologna Process and<br />
<strong>reform</strong> of higher<br />
education<br />
In progress<br />
After the presentation of the integral regulations at the beginning of 2006, which envisaged the<br />
adaptation of higher education in <strong>Portugal</strong> to the Bologna process, covering initial training courses<br />
that offered places to students in the academic year 2007-<strong>2008</strong>, about 90% were organised in<br />
accordance with the principles of the Bologna Process (public and private higher education).<br />
The opening up of higher education to new publics, through the new regime of access to over 23-<br />
year olds, meant an increase in the number of adults entering higher education to about 10,850 in<br />
the academic year 2006-07, further increasing to 11,775 in the academic year 2007-08, compared<br />
with about a mere 900 adults who began their higher education studies in the academic year 2005-<br />
06.<br />
In the context of attracting new publics to higher education institutes, too, there has been a<br />
particularly relevant increase in the number of Technological Specialisation Courses (CETs)<br />
operating in higher education institutions, as well as the total number of new students on these<br />
courses, which has reached a total of more than 4,800 new students admitted in 2007 (whereas it<br />
was little more than 1,000 in 2005), for a total of about 150 courses delivered in higher education<br />
institutes.<br />
The implementation of the higher education student loans system with mutual guarantee should<br />
also be noted, secured by the State, formalised in September 2007, which complements the<br />
education welfare scheme for students in higher education, and the broadening in scope of the<br />
awarding of non-returnable study grants to students enrolled on technological specialisation<br />
courses and masters degrees, promoting new conditions for access to, and attendance at, higher<br />
education on the part of all students.<br />
The loans system launched by the Government at the end of 2007 covered more than 3,100<br />
students at the end of the first academic year (2007-<strong>2008</strong>), and has surpassed all initial<br />
expectations. At the same time, it has been recognised internationally, namely by assessors who<br />
analysed the Portuguese education system for OCDE in 2006/07, as innovative and suitable for the<br />
need to strengthen higher education in <strong>Portugal</strong> and in Europe.<br />
During 2007-<strong>2008</strong> the <strong>reform</strong> of higher education was continued, based on the implementation of<br />
a set of central <strong>reform</strong> measures resulting from the recommendations of OCDE and ENQA,<br />
following evaluation studies carried out by these international institutes in 2006, specifically:<br />
• The new Legal Regime for Institutions of Higher Education (RJIES).<br />
Measures will continue until <strong>2010</strong><br />
55
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
• The new Legal Regime for the Evaluation of Higher Education (RJAES).<br />
• The creation of the Higher Education Evaluation and Accreditation Agency.<br />
• The new Regulations for Change of Course, Transfer and Re-entry into Higher Education<br />
Regimes.<br />
• The new legal regime for the recognition of foreign higher degrees.<br />
• The implementation of a monitoring mechanism for progress in the formalisation of the Bologna<br />
Process.<br />
• The simplification and de-bureaucratisation of procedures and flexibility in access to higher<br />
training.<br />
In particular, note the implementation of the new Legal Regime for Institutions of Higher<br />
Education (RJIES) for higher education institutes, which has been successfully effected and<br />
according to expectations, namely that all processes of preparation and approval of new statutes<br />
are in their closing stages, and the new schemes of governance in all institutions will follow.<br />
Reinforcement of<br />
education system<br />
and Lifelong<br />
Learning (LLL)<br />
Reinforcement of<br />
education system and<br />
Lifelong Learning (LLL)<br />
In progress<br />
Amendment to the Basic Education System Law and the Basic Higher Education Funding Law, to<br />
adapt them to the needs imposed by the “Bologna Process”; See New Opportunities Initiative<br />
Promote ICT skills<br />
training and<br />
certification<br />
Increase ICT<br />
qualifications. Increase<br />
the no. of people with<br />
Basic Skills Certificates;<br />
creation of a ICT Skills<br />
Certification System,<br />
expanded to higher levels<br />
than the Basic Skills<br />
Certificates<br />
In progress<br />
More than 636,000 basic skills certificates in ICT have been awarded, about two thirds of them<br />
since the beginning of 2005. The majority of around 800 ICT Basic Skills Certificate award<br />
centres operate in Higher Education Institutes, Primary and Secondary Schools, Live Science<br />
Centres, Internet Spaces and Centres for the Dissemination of Information Technology.<br />
Measures will continue until <strong>2010</strong><br />
56
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Action Programme<br />
for unemployed<br />
young people<br />
under 23<br />
Action Programme<br />
for unemployed<br />
people with higher<br />
level qualifications<br />
To improve the level of<br />
competence/qualification<br />
of young people and<br />
increase their<br />
employability,<br />
guaranteeing all<br />
unemployed young<br />
people without Year 12<br />
completion certificate a<br />
response within 3 months<br />
of registering as<br />
unemployed, aiming at<br />
putting them on a path to<br />
education or training, and<br />
for young people with a<br />
Year 12 completion<br />
certificate offering them<br />
employment incentives<br />
To facilitate the transition<br />
to active life and improve<br />
the integration of young<br />
people into the job market<br />
and bring their skills<br />
closer to the needs of<br />
companies, guaranteeing<br />
to all a response between<br />
October and December of<br />
each year, emphasising<br />
immediate employment,<br />
work placements, a<br />
training course or support<br />
in the creation of their<br />
own job.<br />
In progress<br />
In progress<br />
Between 2005 and 2007 about 134,000 individuals were supported, corresponding to an<br />
investment in the region of 413 million Euros. In the final quarter of 2007, all young people were<br />
summoned who had no defined PPE (Personal Career Plan) nor had been referred elsewhere, to<br />
find a more suitable situation.<br />
Between 2005 and 2007 76,000 qualified people were supported, an investment in the region of<br />
190 million Euros<br />
<strong>2010</strong> aim: physical: 135,000<br />
people; funding: 422,000,000€<br />
<strong>2010</strong> aim: physical: 108,000<br />
people; funding: 237,000,000€<br />
57
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Active aging<br />
Action Programme<br />
Participation of<br />
women in active<br />
life<br />
To increase the rate of<br />
employment amongst<br />
older workers, through an<br />
articulated set of<br />
measures aimed at<br />
discouraging early<br />
departure from the job<br />
market, enhancing and<br />
promoting the know-how<br />
of older workers and<br />
preventing and fighting<br />
against their<br />
unemployment.<br />
To increase the rate of<br />
employment of women<br />
from 61.7% in 2004 to<br />
63% in <strong>2008</strong>.<br />
This measure includes:<br />
- Financial support for<br />
active employment<br />
measures that integrate<br />
the general, specific and<br />
territory-based<br />
Programmes for<br />
professions noticeable for<br />
gender discrimination;<br />
- Re-analyse the content<br />
of collective agreements<br />
from a gender point of<br />
view; improve family<br />
support services<br />
In progress<br />
In progress<br />
Of special note: (i) amendments resulting from the legislative proposal on the <strong>reform</strong> of Labour<br />
Legislation, like, for example, up to 3 years’ exemption and/or 50% reduction in employer’s<br />
contributions to social security for hiring without time limit workers of 55 years old or more; (ii)<br />
legal regime of protection in invalidity and old age (Decree-Law no. 187/2007 of 10 May), with<br />
the introduction of the sustainability factor, an alteration to the rules concerning retirement age<br />
flexibility, allowance mechanisms for pensioners remaining on the job market and the acceleration<br />
of the transition process to a new formula characterised by the strengthening of the contributivity<br />
principle; and (iii) measures arising from the implementation of the Basic Social Security Law,<br />
namely pension bonuses to those who remain active beyond the age of 65 and until the age of 70<br />
and the possibility of accumulating invalidity and old age pensions with wages.<br />
Of note is the Support for Female Entrepreneurialism (POEFDS) aimed at supporting the creation<br />
of support networks for women entrepreneurs and training adapted to the creation and<br />
consolidation of micro-companies and SMEs, with an emphasis on access to self-employment.<br />
This measure focuses on the approval of training/advisory actions, aiming to create, develop or<br />
consolidate micro-companies and SMEs managed by women. Up until 2007 (November) around<br />
142 projects were approved, corresponding to an investment in the order of 9,889,484€. At the<br />
same time, about 3,728 women underwent training actions and about 1,050 were given advice. It<br />
should also be noted that about 387 women were effectively helped to set up a company.<br />
58
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Inclusive Market<br />
Action Programme<br />
Professional<br />
training and<br />
employment<br />
<strong>programme</strong> for<br />
disabled people<br />
Action Programme<br />
for unemployed<br />
immigrants<br />
To favour the integration<br />
of members of the public<br />
with special difficulties<br />
and at risk and/or in a<br />
situation of exclusion,<br />
calling up and adjusting<br />
measures such as<br />
occupational<br />
<strong>programme</strong>s, insertion<br />
companies and<br />
microcredit and<br />
promoting their specific<br />
training, through the<br />
provision and adaptation<br />
of double certificate<br />
training opportunities.<br />
To favour the public<br />
integration of disabled<br />
people, through the<br />
reinforcement of<br />
employment and training<br />
measures that aim at the<br />
professional rehabilitation<br />
of disabled people.<br />
To favour the integration<br />
of immigrants fighting<br />
social and employment<br />
discrimination, aiming to<br />
create better conditions<br />
for professional (re)<br />
insertion, promoting<br />
training in basic<br />
citizenship and<br />
Portuguese language<br />
skills and perfecting the<br />
mechanisms for<br />
recognising, evaluating<br />
and certificating skills of<br />
immigrants and<br />
promoting their<br />
professional placement.<br />
In progress<br />
In progress<br />
In progress<br />
47,800 people and 118.3 million Euros (2005-2007).<br />
36,900 people and 191.4 million Euros (2005-2007).<br />
Action Plan for the Integration of Disabled or Incapacitated People (2006-2009).<br />
23,500 people and 13.5 million Euros (2005-2007).<br />
Immigrant Integration Plan<br />
Action Programme for the<br />
inclusion of all in the labour<br />
market - Inclusive Employment<br />
Market (IEFP) - <strong>2008</strong>-<strong>2010</strong><br />
target: physical: 153,000 people<br />
and funding: 396,000,000€<br />
Action Programme for the<br />
inclusion of all in the labour<br />
market - disabled people (IEFP) -<br />
<strong>2008</strong>-<strong>2010</strong> target: physical 46,000<br />
people and funding:<br />
216,000,000€.<br />
Action Programme for the<br />
inclusion of all in the labour<br />
market - unemployed immigrants<br />
(IEFP) - <strong>2008</strong>-<strong>2010</strong> target:<br />
physical 38,500 people and<br />
funding: 38,000,000€.<br />
59
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Action Programme<br />
for employers<br />
Modernisation and<br />
reinforcement<br />
Programme for<br />
Public<br />
Employment<br />
Service<br />
Rapid,<br />
Personalised<br />
Intervention Units<br />
Re-training and<br />
conversion for new<br />
professional areas<br />
Strengthen the<br />
relationship between the<br />
Public Employment<br />
Service and companies,<br />
through the<br />
encouragement of a new<br />
working methodology<br />
between the PES and<br />
employers, with a view to<br />
proactive management of<br />
a client portfolio.<br />
In the framework of this<br />
Programme emphasis has<br />
been given to a<br />
diversification of service<br />
provision channels,<br />
<strong>reform</strong>ulating their<br />
model, and aiming, in this<br />
way, to respond to the<br />
growing level of demand<br />
and autonomy of current<br />
and potential users.<br />
The development of<br />
preventative or remedial<br />
actions for companies and<br />
workers involved in<br />
restructuring processes,<br />
through the application of<br />
various employment<br />
policy instruments and/or<br />
social protection.<br />
Action Programme for<br />
the unemployed with<br />
higher level<br />
qualifications; Advisory-<br />
Training Programmes;<br />
Consolidation of EURES<br />
network, in support<br />
instruments for<br />
geographic mobility.<br />
In progress<br />
In progress<br />
In progress<br />
In progress<br />
Action Programme with Employment Bodies (IEFP) - In 2007 about 17,600 visits were made to<br />
companies.<br />
Introduction of working instruments: (a) the IEFP NET Emprego project that incorporates various<br />
segments, namely: electronic kiosks, multichannel contact centre, SMD services, electronic<br />
applications service, among others; (b) the Information and Management System in the field of<br />
Employment (SIGAE); e (c) the Action Programme for Employers.<br />
At the beginning of June <strong>2008</strong>, the portal made available 6,082 jobs corresponding to 4,643 offers<br />
of work, amongst 95,332 available applicants.<br />
In 2007 and until April <strong>2008</strong>, 6 interventions in 4 companies were registered, involving a total of<br />
1,577 workers. In the period from 2005 until April <strong>2008</strong>, 24 RPNIs were recorded in a total of 21<br />
companies, involving 5,925 workers.<br />
Continue<br />
Continue<br />
Continue<br />
Action Programme for the unemployed with higher level qualifications: From 2005 to 2007,<br />
76,000 qualified people were supported and an investment was made of around 190 million Euros.<br />
Advisory-Training Programmes (2007): 14,259 SMEs supported by advisory actions; 5,853 SMEs<br />
supported in Training actions. Continue<br />
60
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Reform of labour<br />
relations<br />
Automation of the<br />
guaranteed<br />
minimum income<br />
IGT (General Labour<br />
Inspectorate)<br />
Programme against<br />
undeclared and<br />
illegal employment<br />
Re-assess the labour<br />
Code and stimulate work<br />
contracting, aiming at<br />
promoting social dialogue<br />
and collective negotiation<br />
so as to re-energise the<br />
collective bargaining<br />
system.<br />
Substitution of the<br />
<strong>National</strong> Minimum Wage<br />
as the reference for<br />
updating and calculating<br />
Minimum Pensions by a<br />
new Social Support<br />
Index, and the<br />
establishment of new<br />
rules for updating<br />
pensions, which cease to<br />
depend on a political<br />
decision and move to<br />
being automatically set<br />
according to the<br />
economic climate, under<br />
terms to be established by<br />
act of law.<br />
Inspection services action<br />
concerning undeclared<br />
employment is essentially<br />
focused on bringing<br />
undeclared worker<br />
contracting into line with<br />
the law with regard to:<br />
a) Reporting on the<br />
employment contract of<br />
workers<br />
b) Declarations to Social<br />
Security<br />
c) Requirements for<br />
hiring foreigners<br />
d) Making induction<br />
medical examinations<br />
e) Payment of legal<br />
wages<br />
In progress<br />
Completed<br />
In progress<br />
Tripartite Agreement for a new Regulatory System for Labour Relations, Employment Policies<br />
and Social Protection in <strong>Portugal</strong>, signed between the Government and Social Partners (except<br />
CGTP-IN) on 25 June <strong>2008</strong>.<br />
Implementation of the new Basic Social Security Law, (Law no. 4/2007 of 16 January) which,<br />
amongst various amendments, introduces the following: the sustainability factor, the new formula<br />
for calculating pensions; new updating mechanisms for pensions; reinforcement of incentives for<br />
active aging; the convergence of special social protection regimes and the reinforcement of<br />
mechanisms to prevent fraud and fiscal evasion, contributing to an improvement in the financial<br />
situation of the social security systems and benefiting the long-term sustainability of the public<br />
purse.<br />
Implementation of Law no. 53-B/2006 of 29 December, which set out the Social Support Index<br />
(IAS).<br />
In 2007, a global amount of 4,421,622€ was established in favour of Social Security and<br />
12,032,380€ was established in salaries owed to 8,177 workers, largely pertaining to undeclared<br />
employment. As for bringing the hiring of workers into line with the law, 47,900 companies were<br />
inspected between 2005 and 2007, and the employment situation of 11,495 workers was settled, of<br />
which: 7,950 had an illegal fixed term contract, 1,840 had an illegal temporary contract, 402 had a<br />
sham contract and 1,303 were undeclared workers. The total amount of fines and penalties applied<br />
amounted to 13,480,560 Euros.<br />
Continue (see new measures)<br />
Completed<br />
Continue<br />
61
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
<strong>National</strong><br />
Prevention Action<br />
Plan<br />
Revision of the<br />
protection against<br />
unemployment<br />
regime<br />
To improve working<br />
conditions, particularly in<br />
terms of health, hygiene<br />
and safety at work and<br />
substantially reducing<br />
workplace accident rates<br />
and occupational<br />
sickness, through a global<br />
policy of prevention of<br />
professional risk and<br />
fighting accidents.<br />
▪ Alteration of the<br />
Unemployment<br />
Protection Regime<br />
▪ Implementation of<br />
Social Security Direct;<br />
▪ Dematerialisation of<br />
Certificates of Temporary<br />
Incapacity<br />
In progress<br />
Completed<br />
In 2007 the following were developed, amongst others: i) Reinforcement of the implementation of<br />
prevention services in companies – by the end of 2007 there were 72 authorised bodies, of which<br />
17 were authorised to provide services in the field of Safety, Hygiene and Health at Work, 50 in<br />
the field of Safety and Hygiene at Work and 5 in the field of Health at Work; ii) Development of<br />
the <strong>National</strong> Education Programme for Health and Safety at Work (PNESST), in collaboration<br />
with the Professional Education and Training System - 165 short term actions, involving 5,300<br />
students and 960 teachers; 3 actions and 2 training courses (25 hours each), for teachers and<br />
educators – 36 participants; 3 awareness actions for non-teaching personnel, with 32 participants<br />
and 9 guided study visits to model companies/bodies; iii) Development of projects in health and<br />
Safety at Work, directed at companies, targeted sectors or audiences, sectors with the greatest<br />
accident rates - 40 seminars, 56 street actions, 7 awareness actions, 4 workshops, 6 open days and<br />
1 competition; iv) Human resources training, accreditation of courses and development of<br />
professional work placements for Health and Safety at Work personnel – by December 2007:<br />
accreditation of 313 higher grade HSW personnel courses (level V) and 158 other HSW personnel<br />
courses (level III); accreditation of 46 courses and recognition of 137. There were also 12,439<br />
certificates of professional aptitude for advanced technicians awarded, 2,732 certificates for<br />
technicians, and 282 HSW technician and 250 HSW advanced technician professional aptitude<br />
certificates were renewed.<br />
Implementation of the Unemployment Protection Regime<br />
Implementation of Social Security Direct: To date, about 40 services are available to beneficiaries<br />
and taxpayers. Performance indicators (May <strong>2008</strong>) - no. of users: 535,146; no. of updates to the<br />
Social Security database: 1 539 388; total no. of visits: 4 55 693.<br />
Continue (see new measures)<br />
62
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Annual Plans to<br />
Fight Tax Fraud<br />
and Tax Evasion<br />
Annual Plans to Combat<br />
Tax Fraud and Tax<br />
Evasion which set out a<br />
considerable increase in<br />
effort to control taxpayers<br />
and beneficiaries,<br />
focusing on new control<br />
dynamics, particularly by<br />
evaluating “Risk<br />
Indicators”, creating the<br />
figure of “Taxpayer<br />
Manager” and crossreferencing<br />
internal<br />
Social Security data with<br />
other government<br />
databases.<br />
In progress<br />
In 2007, the <strong>National</strong> Plan to Combat Tax Fraud and Tax Evasion led to the recovery of 642.8<br />
million Euros, higher than the initial target (577 million Euros)<br />
Continue<br />
Create a proximity<br />
community service<br />
network<br />
Launch of PARES (the<br />
Enlargement Programme<br />
for the Social Amenities<br />
Network); PAIES<br />
(Support Programme for<br />
Investment in Social<br />
Amenities); CLDS<br />
(Social Development<br />
Local Contracts); PCHI<br />
(Housing Comfort<br />
Programme for the<br />
Elderly); RNCCI<br />
(<strong>National</strong> Integrated<br />
Continuing Care<br />
Network)<br />
In progress<br />
During the 3 phases of PARES, 618 amenities were approved, amounting to 1,049 social<br />
responses and 38,470 places. These amenities meant a total investment of 422.5 million Euros, of<br />
which 210.7 million was public funding. The government anticipates that these new amenities will<br />
create about 10,300 new jobs. Particularly as far as nursery schools are concerned, some 18,650<br />
places were approved, corresponding to 418 nursery schools, and a total investment of 154 million<br />
euros, of which 82.7 was public funding (provisional figures).<br />
Social Development Local Contracts: up to April <strong>2008</strong>, 19 CLDS were signed, covering 22<br />
municipalities.<br />
<strong>National</strong> Integrated Continuing Care Network (RNCCI): From April 2007 up to the end of the 1 st<br />
semester of <strong>2008</strong>, 18,258 beneficiaries were identified for this network, of whom 12,845 received<br />
care within the network. Since the start of RNCCI, 20,332 beneficiaries were identified and 14,239<br />
received care.<br />
Continuation. About 10,000<br />
available places; 37% of the<br />
population over 65 covered by the<br />
network’s provision identified as<br />
in need of Continuing Care.<br />
Enlargement Programme for the<br />
Social Amenities Network<br />
(PARES);<br />
Social Development Local<br />
Contracts (CLDS)<br />
Housing Comfort Programme for<br />
the Elderly (PCHI)<br />
<strong>National</strong> Integrated Continuing<br />
Care Network (RNCCI)<br />
63
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
PORTMOS –<br />
Integration of the<br />
port system in the<br />
Sea Highways<br />
Under the scope of the<br />
<strong>European</strong> Sea Highways,<br />
the development is<br />
envisaged of the<br />
operational architecture<br />
for the logistic and<br />
transport system with a<br />
view to the full<br />
integration of port<br />
terminals, logistic<br />
platforms, transport<br />
systems and traffic lanes,<br />
aiming at substantially<br />
increasing flexibility and<br />
agility of logistic and<br />
transport chains<br />
Completed<br />
Submission of final report by the end of September <strong>2008</strong>, containing the full research and work<br />
carried out during the project, as well as the results of pilot schemes for the adaptation model of<br />
the national Sea Port System to the Sea Highways.<br />
-<br />
64
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Sea traffic<br />
monitoring system<br />
along the Atlantic<br />
coast (VTS-Vessel<br />
Traffic System)<br />
The main general<br />
objectives are to improve<br />
safety and security and<br />
sea traffic management,<br />
as well as to protect the<br />
marine environment in<br />
the national coastal area.<br />
It comprises radardetection,<br />
AIS (automatic<br />
identification system),<br />
and automatic directionfinding<br />
subsystems, a<br />
VHF communications<br />
system, a meteorological<br />
subsystem, a <strong>National</strong> Sea<br />
Traffic Database and a<br />
microwave data<br />
transmission network<br />
(data from sensors and<br />
voice). It includes a main<br />
control centre in Paço de<br />
Arcos, a secondary<br />
control centre in the port<br />
area of Portimão<br />
(Ferragudo), eight remote<br />
sensing coastal<br />
surveillance sites and<br />
VTS port systems in<br />
Aveiro, Viana do Castelo,<br />
Figueira da Foz, Portimão<br />
and Faro (also comprising<br />
the abovementioned<br />
detection subsystems).<br />
Completed System partially under operation since January <strong>2008</strong>, and in full operation since July <strong>2008</strong><br />
Completed measure.<br />
It is envisaged that the VTS<br />
system will be extended to the<br />
Autonomous Regions of Azores<br />
and Madeira (see new measure)<br />
-<br />
65
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Budgeting by<br />
<strong>programme</strong><br />
Modernising budgeting<br />
procedures so as to ensure<br />
better monitoring,<br />
evaluation and quality<br />
control through the<br />
implementation of a longterm<br />
view of public<br />
expenditure allocation,<br />
numerical budgeting<br />
rules, and performance<br />
assessment. The national<br />
budget for 2009 will<br />
include three pilot<br />
<strong>programme</strong>s.<br />
In progress<br />
The Working Group for the Pilot Phase of Budgeting by Programme was set up to coordinate the<br />
implementation of the three pilot <strong>programme</strong>s included in the draft national budget for 2009,<br />
particularly those pilots in the fields of Portuguese Cooperation, the <strong>National</strong> Integrated<br />
Continuing Care Network and Ancillary Work in Higher Education.<br />
The Technical<br />
Committee set up in<br />
March 2007 will<br />
present<br />
recommendations<br />
for national budget<br />
structuring models<br />
and their<br />
application<br />
methodology, with<br />
long-term<br />
budgetary rules and<br />
objectives. The<br />
current instruments<br />
established through<br />
SIADAP<br />
(Integrated System<br />
for Public<br />
Administration<br />
Evaluation) (e.g.<br />
QUAR –<br />
Evaluation and<br />
Accountability<br />
Framework), to<br />
evaluate the<br />
performance of<br />
managers and<br />
workers, will be<br />
important catalysts<br />
for this <strong>reform</strong>.<br />
Improving the<br />
governance model<br />
of the State<br />
Corporate Sector<br />
Creating the conditions<br />
for improving the<br />
efficiency and<br />
effectiveness of the State<br />
Corporate Sector,<br />
establishing distinct<br />
levels for management<br />
guidelines, adapting the<br />
corporate organisational<br />
structure to the highest<br />
standards and reinforcing<br />
In progress<br />
The Legal System of the State Corporate Sector and the Public Manager Charter were reviewed,<br />
good state corporate governance principles were defined and the Corporate, Partnership and<br />
Concession Sector Monitoring Office was created within the Directorate-General of Treasury and<br />
Finance.<br />
Implementation of<br />
good governance<br />
practices and<br />
assignment of<br />
strategic guidelines<br />
with a special<br />
emphasis on<br />
systematic<br />
monitoring of<br />
financial<br />
performance are<br />
66
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
RAPID<br />
financial control<br />
mechanisms and the<br />
special duty of<br />
information of public<br />
companies.<br />
RAPID - Via Verde at<br />
borders for holders of<br />
electronic passports and<br />
optical reading.<br />
The 21 st Century<br />
Police/Precinct Station is<br />
proof of the advantages of<br />
using new technologies in<br />
the day-to-day work of<br />
Police Officers, as well as<br />
in the most suitable<br />
infrastructure model for<br />
the set-up of Security<br />
Forces<br />
The Integrated<br />
Surveillance, Command<br />
and Control System<br />
(SIVICC), to be assigned<br />
to GNR (through their<br />
Coastal Patrol Unit) is<br />
aimed at combating<br />
illegal immigration,<br />
terrorism, drug trafficking<br />
and smuggling, and at<br />
providing support in case<br />
of environmental<br />
disasters and systematic<br />
information gathering on<br />
sea traffic. It will have a<br />
fixed and a mobile<br />
component that will use<br />
sensors, infrared cameras<br />
and radar along the coast,<br />
affording night vision and<br />
tracking of a wide range<br />
of vessels. It will liaise<br />
with the VTS system.<br />
Completed<br />
Operational at Lisbon, Faro, Oporto and Funchal airports, and is a crucial element for increasing<br />
efficiency and speed in passenger control. Over 40,000 monthly movements using this system in<br />
Portuguese airports.<br />
still in progress.<br />
21 st Century<br />
Police/Precinct<br />
Station<br />
Integrated<br />
Surveillance,<br />
Command and<br />
Control System<br />
(SIVICC)<br />
Completed<br />
In progress.<br />
The<br />
supervising<br />
committee for<br />
this procedure<br />
is at the<br />
analysis and<br />
evaluation of<br />
proposals<br />
stage. The<br />
procedure is<br />
expected to be<br />
completed by<br />
the end of the<br />
current year.<br />
Model architectural and engineering designs were drawn up which will inspire the new police and<br />
precinct stations of the future<br />
n/a<br />
Set-up of technologically<br />
advanced and operationally<br />
optimised police and precinct<br />
stations.<br />
Increased effectiveness in<br />
combating illegal immigration,<br />
terrorism, drug trafficking and<br />
smuggling.<br />
67
Measure<br />
Description<br />
Current<br />
Status: in<br />
progress/<br />
Completed<br />
Last year’s results Next Steps Notes<br />
Digital Civil<br />
Protection<br />
Information system<br />
managed by ANPC (Civil<br />
Protection Authority) and<br />
created within the<br />
framework of the<br />
<strong>National</strong> Plan for Forest<br />
Fire Defence. It provides<br />
a permanent performance<br />
evaluation model for the<br />
national fire-fighting setup.<br />
Completed.<br />
Its short-term<br />
development<br />
will be<br />
conducted<br />
according to<br />
new<br />
functions/<br />
requirements<br />
and<br />
technological<br />
advances.<br />
Quicker first response, in particular by aerial fire-fighting support, real time analysis of means<br />
involved/available, improved effectiveness and efficiency of emergency and relief operations.<br />
Gradual increase in effectiveness,<br />
better planning management.<br />
68